MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASS GENERAL BRIGHAM INCORPORATED (EIN 04-3230035)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-26
- IRS object ID
- 201342389349300714
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-26T12:38:45-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043230035 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Partners HealthCare System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PARTNERS FIN-TAX DIR | InCareOfName |
| Name Control | PART | NameControl |
| Phone | 6177249841 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Prudential Tower | AddressLine1 |
| Address Line2 | 800 Boylston Street | AddressLine2 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02199 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER K MARKELL | Name |
| Title | CFO & Treasurer | Title |
| Date Signed | 2013-08-05 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Gary L Gottlieb MD MBA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Boylston Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02199 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 760631585 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http:www.partners.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Partners HealthCare System, Inc. is committed to serving the community and is dedicated to enhancing patient care, teaching and research, and to taking a leadership role as an integrated health care system. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6371 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 11972056 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -114079 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 222666904 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 197858081 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 520288807 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 546256453 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -10859247 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1345121 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12401675 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15171930 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 744498139 | TotalRevenuePriorYear |
| Total Revenue Current Year | 760631585 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 68315649 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 115032652 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 365446055 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 384841186 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 211185 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 210639 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2197931 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 296334449 | OtherExpensePriorYear |
| Other Expenses Current Year | 429631254 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 730307338 | TotalExpensesPriorYear |
| Total Expenses Current Year | 929715731 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14190801 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -169084146 | RevenuesLessExpensesCY |
| Total Assets BOY | 3583614453 | TotalAssetsBOY |
| Total Assets EOY | 3785801720 | TotalAssetsEOY |
| Total Liabilities BOY | 3704631101 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4062957506 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -121016648 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -277155786 | NetAssetsOrFundBalancesEOY |
| Mission Description | Partners HealthCare System, Inc. (Partners) is committed to serving the community and is dedicated to enhancing patient care, teaching and research, and to taking a leadership role as an integrated health care system. Partners recognizes that increasing value and continuously improving quality are essential to maintaining excellence. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 256630643 | Expense |
| Grants | 115032652 | Grants |
| Revenue | 546256453 | Revenue |
| Description | See Schedule O | Description |
| Total Program Service Expense | 256630643 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 4073 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 6371 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PARTNERS FIN-TAX DIR | NamePerson |
| Telephone Number | 6177249841 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 MAIN STREET 5TH FLOOR | AddressLine1 |
| City | Charlestown | City |
| State | MA | State |
| ZIP Code | 02129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Nesli Basgoz MD | |||||||||
| Director (07/01/12-09/30/12) | 1.0 | X | 0 | 271740 | 40688 | ||||
| Jack Connors Jr | |||||||||
| Director (10/01/11-06/30/12) | 1.0 | X | 0 | 0 | 0 | ||||
| Anne M Finucane | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Charles K Gifford | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Gary L Gottlieb MD MBA | |||||||||
| President/CEO/Director | 50.0 | X | 2095282 | 0 | 67918 | X | |||
| Richard E Holbrook | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Albert A Holman III | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Edward P Lawrence Esq | |||||||||
| Chairman | 1.0 | X | 0 | 0 | 0 | ||||
| Jay O Light | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Joseph Loscalzo MD PhD | |||||||||
| Director (07/01/12-09/30/12) | 1.0 | X | 0 | 611440 | 55923 | ||||
| Stanley J Lukowski | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Jim Manzi | |||||||||
| Director (01/24/12-09/30/12) | 1.0 | X | 0 | 0 | 0 | ||||
| Maury E McGough MD | |||||||||
| Director | 1.0 | X | 0 | 536936 | 68851 | ||||
| Carol C McMullen | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Cathy E Minehan | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| G Marshall Moriarty Esq | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Henri A Termeer | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Dorothy A Terrell | |||||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||||
| Andrew L Warshaw MD | |||||||||
| Director (10/01/11-06/30/12) | 1.0 | X | 0 | 1053911 | 64470 | ||||
| Beverly Woo MD | |||||||||
| Director (10/01/11-07/01/12) | 1.0 | X | 0 | 178441 | 41599 | ||||
| Maureen Goggin | |||||||||
| Secretary | 1.0 | 164687 | 0 | 28628 | X | ||||
| Peter K Markell | |||||||||
| Executive VP, CFO & Treasurer | 50.0 | 1376386 | 0 | 359112 | X | ||||
| Michael T Manning | |||||||||
| Vice President | 50.0 | 818105 | 0 | 55858 | X | ||||
| James W Noga | |||||||||
| CIO | 50.0 | 591144 | 0 | 78968 | X | ||||
| Dennis D Colling | |||||||||
| Vice President | 50.0 | 673234 | 0 | 66254 | X | ||||
| Timothy G Ferris MD | |||||||||
| Vice President | 50.0 | 555134 | 0 | 50823 | X | ||||
| Brent L Henry Esq | |||||||||
| General Counsel | 50.0 | 813075 | 0 | 49639 | X | ||||
| Thomas H Lee MD | |||||||||
| Network President | 50.0 | 846830 | 0 | 83880 | X | ||||
| G Allen Peckham | |||||||||
| Vice President | 50.0 | 610554 | 0 | 57689 | X | ||||
| Mary C Lalonde Esq | |||||||||
| Former Officer | 50.0 | 154743 | 0 | 41944 | X | ||||
| Thomas P Glynn PhD | |||||||||
| Former Key | 50.0 | 965463 | 0 | 0 | X | ||||
| Jay B Pieper | |||||||||
| Former Key | 50.0 | 622328 | 0 | 25478 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10286965 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2652468 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1237722 | TotalOtherCompensation |
| Number Individuals GT100 K | 836 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Accenture LLP | |||||
| PO Box 70629 | CHICAGO | IL | 60673 | Consulting Services | 16745393 |
| Hill Holiday Connors Cosmopulos Inc | |||||
| Lockbox 6939 | PHILADLEPHIA | PA | 191706939 | Advertising Services | 3339630 |
| Netversant New England Inc | |||||
| 100 Franklin Drive | BOSTON | MA | 02110 | Technological Svcs. | 2558000 |
| Solaris Development Inc | |||||
| 63 Drumlin Road | NEWTON | MA | 02459 | Consulting services | 2487623 |
| Fish Richardson PC | |||||
| PO Box 3295 | BOSTON | MA | 022413295 | Legal services | 2014743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 113 | NumberOfContractorsGT100K |
| Related Organizations | 193050755 | RelatedOrganizations |
| All Other Contributions | 4807326 | AllOtherContributions |
| Total Contributions | 197858081 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEE | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 546256453 | TotalRevenueColumn |
| Related Or Exempt Function Income | 546256453 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 546256453 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4606189 | TotalRevenueColumn |
| Exclusion | $4,606,189 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 124740 | TotalRevenueColumn |
| Exclusion | $124,740 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 473068 | TotalRevenueColumn |
| Exclusion | $473,068 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1252233 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1252233 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1252233 | TotalRevenueColumn |
| Exclusion | $1,252,233 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3385808 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3385808 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3385808 | TotalRevenueColumn |
| Unrelated Business Revenue | -217852 | UnrelatedBusinessRevenue |
| Exclusion | -$3,167,956 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| MANAGEMENT SERVICE | 561000 | 5930908 | 5930908 | |
| CHILD CARE REVENUE | 624410 | 1256721 | $1,256,721 | |
| INTEREST REVENUE | 900003 | 6259000 | 6259000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13446629 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 760631585 | TotalRevenueColumn |
| Related Or Exempt Function Income | 546256453 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11972056 | UnrelatedBusinessRevenue |
| Exclusion | $4,544,995 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115032652 | Total |
| Program Services | 115032652 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5636088 | Total |
| Management And General | 5636088 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291879323 | Total |
| Management And General | 291017615 | ManagementAndGeneral |
| Fundraising | 861708 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24252899 | Total |
| Management And General | 24252899 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40797386 | Total |
| Management And General | 40542762 | ManagementAndGeneral |
| Fundraising | 254624 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22275490 | Total |
| Management And General | 22275490 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17983772 | Total |
| Management And General | 17983772 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1584234 | Total |
| Management And General | 1584100 | ManagementAndGeneral |
| Fundraising | 134 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1955510 | Total |
| Management And General | 1955510 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210639 | Total |
| Fundraising | 210639 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43622642 | Total |
| Program Services | 1185991 | ProgramServices |
| Management And General | 42101560 | ManagementAndGeneral |
| Fundraising | 335091 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3907292 | Total |
| Management And General | 3907292 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18819115 | Total |
| Management And General | 18751111 | ManagementAndGeneral |
| Fundraising | 68004 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36454122 | Total |
| Management And General | 36454122 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27060429 | Total |
| Management And General | 26675910 | ManagementAndGeneral |
| Fundraising | 384519 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2198570 | Total |
| Management And General | 2153699 | ManagementAndGeneral |
| Fundraising | 44871 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 801431 | Total |
| Management And General | 788492 | ManagementAndGeneral |
| Fundraising | 12939 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103206932 | Total |
| Management And General | 103206932 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40374868 | Total |
| Management And General | 40374868 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 797349 | Total |
| Management And General | 797349 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| MEALS | 1508063 | 1484984 | 23079 | |
| NON CAPITAL EQUIPMENT | 406995 | 406995 | ||
| OTHER RESEARCH EXPENSES | 3370349 | 3370349 | ||
| SYSTEM DEVELOPMENT FUNDING | -140372000 | 140372000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125579581 | Total |
| Program Services | 40000 | ProgramServices |
| Management And General | 125537258 | ManagementAndGeneral |
| Fundraising | 2323 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929715731 | Total |
| Program Services | 256630643 | ProgramServices |
| Management And General | 670887157 | ManagementAndGeneral |
| Fundraising | 2197931 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37467376 | BOY |
| EOY | 115274315 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19482310 | BOY |
| EOY | 15755598 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43560045 | BOY |
| EOY | 23077461 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1958167209 | BOY |
| EOY | 2305967794 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4143483 | BOY |
| EOY | 4285522 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 445794522 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 123351872 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335876808 | BOY |
| EOY | 322442650 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 813918746 | BOY |
| EOY | 774535139 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370998476 | BOY |
| EOY | 224463241 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3583614453 | BOY |
| EOY | 3785801720 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 894980451 | BOY |
| EOY | 940281306 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2421771338 | BOY |
| EOY | 2620091286 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387879312 | BOY |
| EOY | 502584914 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3704631101 | BOY |
| EOY | 4062957506 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -136597591 | BOY |
| EOY | -292648600 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14430943 | BOY |
| EOY | 14342814 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150000 | BOY |
| EOY | 1150000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -121016648 | BOY |
| EOY | -277155786 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3583614453 | BOY |
| EOY | 3785801720 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -169084146 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 12945008 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117293782 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 131286751 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 291715447 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 222666904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 197858081 | CurrentTaxYear |
| Total | 960820965 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117293782 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 131286751 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 291715447 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 222666904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 197858081 | CurrentTaxYear |
| Total | 960820965 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 960820965 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26851546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21851217 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21763893 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19377376 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19902859 | CurrentTaxYear |
| Total | 109746891 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1070567856 | TotalSupport |
| Gross Receipts From Admissions Etc | 2365555131 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89749 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88325 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $1,955,510 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 1955510 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying Expenses | Identifier |
| Return Reference | Part II-B | ReturnReference |
| Explanation | The Corporation may on occasion review proposed legislation for the purpose of determining the effect upon its tax-exempt purposes. The Corporation may on occasion also appear before a legislative committee, confer with legislators or otherwise attempt to influence legislation. However, it will not participate, in any way, in political campaigns. The Corporation's involvement in legislative activities constitutes an insubstantial part of its activities. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5162396 | BeginningOfYearBalance |
| Contributions | 189373 | Contributions |
| Investment Earnings Or Losses | 447400 | InvestmentEarningsOrLosses |
| Other Expenditures | 189373 | OtherExpenditures |
| End Of Year Balance | 5609796 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5110800 | BeginningOfYearBalance |
| Contributions | 171858 | Contributions |
| Investment Earnings Or Losses | 51596 | InvestmentEarningsOrLosses |
| Other Expenditures | 171858 | OtherExpenditures |
| End Of Year Balance | 5162396 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4740375 | BeginningOfYearBalance |
| Contributions | 157159 | Contributions |
| Investment Earnings Or Losses | 370425 | InvestmentEarningsOrLosses |
| Other Expenditures | 157159 | OtherExpenditures |
| End Of Year Balance | 5110800 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4556070 | BeginningOfYearBalance |
| Contributions | 166083 | Contributions |
| Investment Earnings Or Losses | 231385 | InvestmentEarningsOrLosses |
| Other Expenditures | 213163 | OtherExpenditures |
| End Of Year Balance | 4740375 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.80000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.20000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 26849708 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 17526693 | OtherCostOrOtherBasis |
| Book Value | 44376401 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 19905206 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 29702911 | OtherCostOrOtherBasis |
| Depreciation | 9181616 | Depreciation |
| Book Value | 40426502 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26859802 | OtherCostOrOtherBasis |
| Depreciation | 13069392 | Depreciation |
| Book Value | 13790410 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 193244658 | OtherCostOrOtherBasis |
| Depreciation | 101100864 | Depreciation |
| Book Value | 92143794 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 131705544 | OtherCostOrOtherBasis |
| Book Value | 131705543 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 322442650 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTED CASH EQUIVALENTS | 101102365 | F |
| EQUITIES | 11904925 | F |
| U.S. GOV'T & FIXED INCOME SEC. | 4445972 | F |
| PRIVATE PARTNERSHIPS & OTHER | 179999 | C |
| INV IN PARTNERS POOLED INV ACC | 656901878 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 774535139 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 26397602 |
| INVESTMENT IN PARTNERSHIP | 11957717 |
| OTHER ASSETS | 35767348 |
| CASH SURRENDER LIFE INSURANCE | 6852698 |
| DUE FROM AFFILIATES | 132127876 |
| SECURITIES LENDING ARRANGEMENT | 11360000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 224463241 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| THIRD PARTY PAYER SETTLEMENT ACCR. | -$6,122,227 |
| UNEXPENDED FUNDS ON RESEARCH G | $685,660 |
| TAXABLE BONDS, SERIES C & SERIES P | $508,021,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 502584914 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Intended Use of Endowment Funds | Identifier |
| Return Reference | Part V, Line 4 | ReturnReference |
| Explanation | The endowment funds of Partners HealthCare System, Inc. are used in furtherance of the organization's tax-exempt mission. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|
| Central America and the Caribbean | Program Services | Jointly Owned For. Ins | 572163 | |
| East Asia and the Pacific | Program Services | Pat. Care, Res. & Educ | 437900 | |
| Europe (Including Iceland and Greenland) | Program Services | Pat. Care, Res. & Educ | 394792 | |
| Middle East and North Africa | Program Services | Pat. Care, Res. & Educ | 76136 | 4 |
| North America | Program Services | Pat. Care, Res. & Educ | 104989 | |
| Russia and the Newly Independent States | Program Services | Pat. Care, Res. & Educ | 140865 | |
| South America | Program Services | Pat. Care, Res. & Educ | 444 | |
| South Asia | Program Services | Pat. Care, Res. & Educ | 35450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 4 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 4 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1762739 | SubtotalAmountSpent |
| Total Amount Spent | 1762739 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Accounting method | Identifier |
| Return Reference | Part I, Line 3 | ReturnReference |
| Explanation | The organization uses the book value method to report foreign expenditures to be consistent with the reporting used for the financial statements. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor |
|---|---|---|---|
| Development Communications Associat | FUNDRAISING STRATEGY | false | 110353 |
| PGCalc | FUNDRAISING STRATEGY | false | 98283 |
| The Wayland Group | FUNDRAISING STRATEGY | false | 2003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 210639 | TotalRetainedByContractors |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (52 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Mass Insight | ||||||||
| 18 Tremont Street | Boston | MA | 02108 | 043369687 | 501(c)(3) | 35000 | Community Benefits | |
| Boston Public Health Commission | ||||||||
| 1010 Massachusetts Avenue | Boston | MA | 02118 | 043316655 | 501(c)(1) | 20000 | Community Benefits Community Benefits | |
| Coalition for School Based Health Centers | ||||||||
| 40 Court Street | Boston | MA | 02108 | 043527138 | 501(c)(1) | 10000 | Community Benefits | |
| Community Service Care Inc | ||||||||
| PO Box 300010 | Jamaica Plain | MA | 02130 | 042754281 | 501(c)(3) | 6000 | Community Benefits | |
| Boston HealthCare for the Homeless | ||||||||
| 780 Albany Street | Boston | MA | 02118 | 043160480 | 501(c)(1) | 192954 | Community Benefits | |
| Mattapan Community Health Center | ||||||||
| 1425 Blue Hill Avenue | Mattapan | MA | 02126 | 042544151 | 501(c)(1) | 215500 | Community Benefits | |
| Project Bread - Summer Food Program | ||||||||
| 145 Border Street | East BOSTON | MA | 02128 | 042931195 | 501(c)(3) | 20000 | Community Benefits | |
| Mass Public Health Association | ||||||||
| 434 Jamaicaway | Jamaica Plain | MA | 02130 | 042326503 | 501(c)(1) | 35000 | Community Benefits | |
| Joint Committee for Children's Healthcare | ||||||||
| Everett City Hall | Everett | MA | 02149 | 100001184 | 501(c)(1) | 20000 | Community Benefits | 484 Broadway Room 27 |
| Camp Harbor View Foundation | ||||||||
| 200 Clarendon Street | Boston | MA | 02116 | 753235491 | 501(c)(3) | 125000 | Community Benefits | |
| Uphams Corner Community Health | ||||||||
| 500 Columbia Road | Dorchester | MA | 02125 | 042708670 | 501(c)(1) | 940175 | Community Benefits | |
| Mass League of Community Health Centers | ||||||||
| 40 Court Street | Boston | MA | 02108 | 042507409 | 501(c)(1) | 322484 | Community Benefits | |
| Health Care for All | ||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 043071598 | 501(c)(1) | 222000 | Community Benefits | |
| Lynn Community Health Center | ||||||||
| 269 Union Street | Lynn | MA | 01901 | 042525066 | 501(c)(1) | 823864 | Community Benefits | |
| Institute for Community Health | ||||||||
| 101 Station Landing | Medford | MA | 02155 | 043543853 | 501(c)(1) | 220000 | Community Benefits | |
| South Boston Community Health Center | ||||||||
| 409 W Broadway St | South Boston | MA | 02127 | 042682152 | 501(c)(1) | 155000 | Community Benefits | |
| CURE | ||||||||
| 223 West Erie Street | Chicago | IL | 60654 | 364253176 | 501(c)(3) | 50000 | Community Benefits | |
| Kenneth B Schwartz Center | ||||||||
| 205 Portland Street | Boston | MA | 02114 | 042697983 | 501(c)(3) | 25000 | Community Benefits | |
| Community Works | ||||||||
| 25 West Street | Boston | MA | 02111 | 042762623 | 501(c)(3) | 31000 | Community Benefits | |
| Whittier Street Health Center | ||||||||
| 1125 Tremont Street | Roxbury | MA | 02120 | 042619517 | 501(c)(1) | 40000 | Community Benefits | |
| Health Law Advocates | ||||||||
| 30 Winter Street | Boston | MA | 02108 | 043298116 | 501(c)(3) | 25000 | Community Benefits | |
| GBIO | ||||||||
| 594 Columbia Road | Dorchester | MA | 02125 | 043355553 | 501(c)(3) | 25000 | Community Benefits | |
| American Heart Association | ||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 135613797 | 501(c)(3) | 20000 | Community Benefits | |
| Bridge Over Troubled Waters | ||||||||
| 47 West Street | Boston | MA | 02111 | 042472126 | 501(c)(3) | 10000 | Community Benefits | |
| Pine Street Inn | ||||||||
| 434 Harrison Avenue | Boston | MA | 02118 | 042516093 | 501(c)(3) | 10000 | Community Benefits | |
| Mass Association for Mental Health | ||||||||
| 130 Bowdoin Street | Boston | MA | 02108 | 042104711 | 501(c)(1) | 35000 | Community Benefits | |
| South End CHC | ||||||||
| 1601 Washington Street | Boston | MA | 02118 | 042456134 | 501(c)(1) | 25000 | Community Benefits | |
| Dimock CHC | ||||||||
| 55 Dimock Street | Roxbury | MA | 02119 | 043487835 | 501(c)(1) | 25000 | Community Benefits | |
| ABCD | ||||||||
| 178 Tremont Street | Boston | MA | 02111 | 237225337 | 501(c)(3) | 15000 | Community Benefits | |
| BCIL | ||||||||
| 60 Temple Place 5th Floor | Boston | MA | 02111 | 042546595 | 501(c)(3) | 32500 | Community Benefits | |
| The Fund for Boston Neighborhoods | ||||||||
| 75 Arlington Street | Boston | MA | 02116 | 046185609 | 501(c)(3) | 10000 | Community Benefits | |
| The Boston Foundation | ||||||||
| 75 Arlington Street | Boston | MA | 02116 | 042104021 | 501(c)(3) | 10000 | Community Benefits | |
| Hospitality Homes | ||||||||
| PO Box 15265 | Boston | MA | 02215 | 043204112 | 501(c)(3) | 10000 | Community Benefits | |
| United Way | ||||||||
| 51 Sleeper Street | Boston | MA | 02210 | 042382233 | 501(c)(3) | 25000 | Community Benefits | |
| National Alliance for the Mentally Ill | ||||||||
| 400 West Cummings Park | Woburn | MA | 01801 | 042777012 | 501(c)(3) | 18000 | Community Benefits | |
| AIDS Action | ||||||||
| 75 Amory Street | Boston | MA | 02119 | 222707246 | 501(c)(3) | 7500 | Community Benefits | |
| Harvard Street Health Center | ||||||||
| 632 Blue Hill Avenue | Dorchester | MA | 02121 | 042600042 | 501(c)(1) | 10000 | Community Benefits | |
| Big Sister Association | ||||||||
| 161 Massachusetts Avenue | Boston | MA | 02115 | 042150651 | 501(c)(3) | 10000 | Community Benefits | |
| The New England Council | ||||||||
| 19 Stuart Street | Boston | MA | 02116 | 041661090 | 501(c)(3) | 15000 | Community Benefits | |
| Boston Public Schools | ||||||||
| 26 Court Street | Boston | MA | 02108 | 042080791 | 501(c)(1) | 85000 | Community Benefits | |
| Jewish Vocational Service | ||||||||
| 29 Winter Street | Boston | MA | 02108 | 042104357 | 501(c)(3) | 6667 | Community Benefits | |
| Hale Reservation | ||||||||
| 80 Carby Street | Westwood | MA | 02090 | 042111550 | 501(c)(3) | 25000 | Community Benefits | |
| Massachusetts Business Alliance for Education | ||||||||
| 400 Atlantic Avenue | Boston | MA | 02110 | 043274599 | 501(c)(3) | 6500 | Community Benefits | |
| Edward M Kennedy Health Careers Academy | ||||||||
| 110 The Fenway | Boston | MA | 02115 | 043418167 | 501(c)(3) | 15000 | Community Benefits | |
| Charlestown Recovery House | ||||||||
| 15 Bunker Hill Street | Charlestown | MA | 02129 | 043505037 | 501(c)(3) | 25000 | Community Benefits | |
| RPC Social Impact Center | ||||||||
| 328 Warren Street | Roxbury | MA | 02119 | 043506648 | 501(c)(3) | 15000 | Community Benefits | |
| The American Ireland Fund | ||||||||
| 211 Congress Street | Boston | MA | 02110 | 251306992 | 501(c)(3) | 15000 | Community Benefits | |
| Health Career Connection | ||||||||
| 300 Frank Ogawa Plaza | Oakland | CA | 94612 | 251904312 | 501(c)(3) | 6500 | Community Benefits | |
| Higher Ground - Roxbury Community Health Improvem | ||||||||
| 384 Warren Street | Roxbury | MA | 02119 | 273660369 | 501(c)(1) | 50000 | Community Benefits | |
| Boston Scholar Athlete Program | ||||||||
| 65 Allerton Street | Boston | MA | 02119 | 273987854 | 501(c)(3) | 9000 | Community Benefits | |
| Partners Continuing Care Inc | ||||||||
| 800 Boylston Street | Boston | MA | 02451 | 260003495 | 501(c)(3) | 103645000 | To Support its Tax Exempt Affiliates | |
| Massachusetts General Physicians Organization Inc | ||||||||
| 55 Fruit Street | Boston | MA | 02114 | 042807148 | 501(c)(3) | 35000 | To Support its Tax Exempt Affiliates | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 52 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Explanation | Partners HealthCare System, Inc. makes donations to various tax-exempt organizations. These donations can be used by the recipient only in furtherance of their tax-exempt mission. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nesli Basgoz MD | |||||||||||||
| 0 | 241552 | 0 | 16883 | 0 | 13305 | 0 | 33865 | 0 | 6823 | 0 | 312428 | 0 | 0 |
| Gary L Gottlieb MD MBA | |||||||||||||
| 1362861 | 0 | 140000 | 0 | 592421 | 0 | 33861 | 0 | 34057 | 0 | 2163200 | 0 | 0 | 0 |
| Joseph Loscalzo MD PhD | |||||||||||||
| 0 | 541807 | 0 | 66397 | 0 | 3236 | 0 | 33863 | 0 | 22060 | 0 | 667363 | 0 | 0 |
| Maury E McGough MD | |||||||||||||
| 0 | 437991 | 0 | 66746 | 0 | 32199 | 0 | 39471 | 0 | 29380 | 0 | 605787 | 0 | 0 |
| Andrew L Warshaw MD | |||||||||||||
| 0 | 469603 | 0 | 167538 | 0 | 416770 | 0 | 33862 | 0 | 30608 | 0 | 1118381 | 0 | 0 |
| Beverly Woo MD | |||||||||||||
| 0 | 157798 | 0 | 3758 | 0 | 16885 | 0 | 23761 | 0 | 17838 | 0 | 220040 | 0 | 0 |
| Maureen Goggin | |||||||||||||
| 128720 | 0 | 500 | 0 | 35467 | 0 | 11654 | 0 | 16974 | 0 | 193315 | 0 | 0 | 0 |
| Peter K Markell | |||||||||||||
| 1032243 | 0 | 101000 | 0 | 243143 | 0 | 333862 | 0 | 25250 | 0 | 1735498 | 0 | 0 | 0 |
| Michael T Manning | |||||||||||||
| 448389 | 0 | 297950 | 0 | 71766 | 0 | 30269 | 0 | 25589 | 0 | 873963 | 0 | 0 | 0 |
| James W Noga | |||||||||||||
| 393831 | 0 | 91697 | 0 | 105616 | 0 | 47894 | 0 | 31074 | 0 | 670112 | 0 | 0 | 0 |
| Dennis D Colling | |||||||||||||
| 458396 | 0 | 50000 | 0 | 164838 | 0 | 33864 | 0 | 32390 | 0 | 739488 | 0 | 0 | 0 |
| Timothy G Ferris MD | |||||||||||||
| 425000 | 0 | 91170 | 0 | 38964 | 0 | 33864 | 0 | 16959 | 0 | 605957 | 0 | 0 | 0 |
| Brent L Henry Esq | |||||||||||||
| 558900 | 0 | 60000 | 0 | 194175 | 0 | 33862 | 0 | 15777 | 0 | 862714 | 0 | 0 | 0 |
| Thomas H Lee MD | |||||||||||||
| 721760 | 0 | 73101 | 0 | 51969 | 0 | 36610 | 0 | 47270 | 0 | 930710 | 0 | 0 | 0 |
| G Allen Peckham | |||||||||||||
| 422640 | 0 | 45000 | 0 | 142914 | 0 | 33861 | 0 | 23828 | 0 | 668243 | 0 | 0 | 0 |
| Thomas P Glynn PhD | |||||||||||||
| 0 | 0 | 0 | 0 | 965463 | 0 | 0 | 0 | 0 | 0 | 965463 | 0 | 0 | 0 |
| Mary C Lalonde Esq | |||||||||||||
| 135446 | 0 | 10500 | 0 | 8797 | 0 | 14721 | 0 | 27223 | 0 | 196687 | 0 | 0 | 0 |
| Jay B Pieper | |||||||||||||
| 109750 | 0 | 286132 | 0 | 226446 | 0 | 18381 | 0 | 7097 | 0 | 647806 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Participation in a supplemental nonqualified retirement plan | Part I, Line 4b | These amounts are already included in the compensation disclosed on Schedule J, Part II Gary L. Gottlieb, M.D. M.B.A - $512,726 Peter K. Markell - $185,157 Dennis D. Colling - $99,536 G. Allen Peckham - $97,122 Brent L. Henry, Esq. - $128,079 Andrew L. Warshaw, M.D. - $334,792 Jay B. Pieper - $71,813 |
| Trustee Compensation | Part II & Schedule J-2 | Trustees receive no compensation or contributions to employee benefit plans for service on the Board or its Committees. Board members who are also employed by the Corporation or a Partners affiliate receive compensation only for their services as employees. |
| 409A Document Correction Under VI.B of Notice 2010-6 | Part III | Partners HealthCare System, Inc. (Employer) 409A Document Correction Under VI.B of Notice 2010-6 Service Recipient Attachment - EIN 04-3230035 Service Provider and Taxpayer Identification Number: The Name and Social Security Number of the nine (9) Plan Participants are available upon request. Date of Correction: December 6, 2012 Employment Agreement: Employment Agreement Amount Involved: No amount is involved with regard to the document failure. Service Provider and Taxpayer Identification Number: The Name and Social Security Number of the one (1) Plan Participant is available upon request. Date of Correction: December 11, 2012 Employment Agreement: Employment Agreement Amount Involved: No amount is involved with regard to the document failure. The document failures are eligible for correction under the terms of VI.B of Notice 2010-6 with respect to failures to comply with 409A of the Internal Revenue Code of 1986, as amended. The Employer has taken all actions reasonably required and has otherwise met all requirements for such correction as of the last day of the Employer's taxable year in which the correction is made. |
| Receipt of Severance Payments | Part I, Line 4a | Thomas P. Glynn, Ph.D. - $821,567 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MHEFA Partners HealthCare System Inc Series D | |||||||
| 042456011 | 57585K3N6 | 2003-05-28 | 343630000 | SERIES D - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES E | |||||||
| 042456011 | 57585K4Q8 | 2003-06-12 | 62476437 | SERIES E - SEE SCHEDULE K PART VI | true | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F | |||||||
| 042456011 | 57586CGW9 | 2005-06-10 | 411566153 | SERIES F - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5 | |||||||
| 042456011 | 57586CZL2 | 2007-06-07 | 326508722 | SERIES G5 - SEE SCHEDULE K PART VI | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 240130000 | 0 | 344268619 | 0 | 15436586 | 0 | 2026416 | 0 | 0 | 249756929 | 77048688 | 0 | 2005 | true | false | true | true |
| 42745000 | 10370000 | 62476437 | 0 | 0 | 0 | 272039 | 0 | 0 | 0 | 62204398 | 0 | 1994 | true | false | true | true |
| 32300000 | 0 | 419448101 | 0 | 18398432 | 0 | 2671595 | 2650000 | 0 | 326493380 | 69234694 | 0 | 2007 | true | false | true | true |
| 26570000 | 0 | 329345063 | 0 | 9382534 | 0 | 2338149 | 0 | 0 | 164128012 | 153496369 | 0 | 2009 | true | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| false | false | false | false | 0 | true |
| 0 | |||||
| false | false | false | false | 0 | true |
| false | false | false | false | 0 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAR STERNS CAPITAL | |||||||||||
| false | true | true | 32.2 | false | false | true | TRINITY PLUS | 2.4 | true | false | true |
| 0 | |||||||||||
| false | false | false | false | 0 | false | true | |||||
| BEAR STEARNS CAPITAL | |||||||||||
| false | true | true | 35. | false | false | true | XL ASSET FUNDING | 1.8 | true | false | true |
| 0 | |||||||||||
| false | false | false | true | CITIGROUP FINANCIAL | 1.7 | true | false | true | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 | |||||||
| 042456011 | 57586CZW8 | 2007-06-07 | 380000000 | SERIES G1,G2,G3,G4,G6 SEE PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H | |||||||
| 042456011 | 57586CW27 | 2008-04-01 | 171320000 | SERIES H - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I | |||||||
| 042456011 | 57586EHR5 | 2009-05-14 | 229977036 | SERIES I - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J | |||||||
| 042456011 | 57586ENK3 | 2010-01-05 | 509178736 | SERIES J - SEE SCHEDULE K PART VI | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 225000000 | 0 | 386190828 | 0 | 20479076 | 0 | 2776552 | 4696147 | 0 | 358239054 | 0 | 0 | 2009 | false | false | true | true |
| 0 | 0 | 171320000 | 0 | 0 | 0 | 420000 | 0 | 0 | 0 | 170900000 | 0 | 2009 | true | false | true | true |
| 0 | 0 | 229981250 | 0 | 0 | 0 | 2556080 | 116071 | 0 | 227309098 | 0 | 0 | 2009 | false | false | true | true |
| 17150000 | 0 | 509258319 | 0 | 0 | 0 | 5151067 | 0 | 0 | 249983765 | 254123487 | 0 | 2010 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| false | false | false | false | 0 | true |
| false | false | false | false | 0 | true |
| false | false | false | false | 0 | true |
| false | false | false | false | 0 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS CAP | |||||||||||
| false | true | true | 35. | false | false | true | CITIGROUP FINANCAL | 1.7 | true | false | true |
| 0 | |||||||||||
| false | true | false | true | CITIGROUP FINANCIAL | 0.8 | true | false | true | |||
| MERRILL LYNCH CAP | |||||||||||
| false | true | true | 35. | false | false | false | 0 | false | true | ||
| 0 | |||||||||||
| false | false | false | false | 0 | false | true | |||||
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K | |||||||
| 043431814 | 57583R6W0 | 2011-01-13 | 436019104 | SERIES K - SEE SCHEDULE K PART VI | false | false | false |
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L | |||||||
| 043431814 | 57583UMV7 | 2012-01-04 | 353501227 | SERIES L - SEE SCHEDULE K PART VI | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 610000 | 0 | 436030814 | 0 | 0 | 0 | 3523063 | 0 | 0 | 201342457 | 231165294 | 0 | 2011 | true | true | true | true |
| 0 | 0 | 353317750 | 0 | 0 | 10874465 | 3056210 | 0 | 0 | 260903277 | 78483798 | 0 | 2012 | true | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| false | false | false | false | 0 | true |
| false | false | false | false | 0 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH CAP | |||||||||
| false | true | true | 35. | false | false | false | 0 | false | true |
| 0 | |||||||||
| false | false | false | false | 0 | false | true | |||
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 0 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (21 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| L Connors | |||
| Family - Connors | 126195 | Salary-Brigham & Women's Phys. | false |
| D Shtasel | |||
| Family - Gottlieb | 210248 | Salary-Mass General Phys. Org. | false |
| A Moriarty | |||
| Family - Moriarty | 150637 | Salary-Brigham & Women's Hosp. | false |
| J Cunningham | |||
| Family - Woo | 181984 | Salary-Brigham & Women's Phys. | false |
| J Bryant | |||
| Family - Woo | 241370 | Salary-Brigham & Women's Hosp. | false |
| E Woo | |||
| Family - Woo | 234555 | Salary-Mass General Phys. Org. | false |
| B Woo | |||
| Family - Woo | 256090 | Salary-Mass General Phys. Org. | false |
| Covidien | |||
| Connors - Director | 25034740 | Health Products | false |
| Bank of America | |||
| Finucane - Officer | 1842421 | Banking | false |
| Bank of America | |||
| Gifford - Director | 1842421 | Banking | false |
| NSTAR | |||
| Gifford - Director | 19544943 | Utilities | false |
| Medicalis | |||
| Holman - Director | 1949101 | Decision Support | false |
| ThermoFisher | |||
| Manzi - Director | 15164678 | Products | false |
| CRICO | |||
| Moriarty - Director | 91665352 | Insurance | false |
| CRICO | |||
| Minehan - Director | 91665352 | Insurance | false |
| Becton Dickinson Company | |||
| Minehan - Director | 15988445 | Medical Supplies | false |
| Abiomed | |||
| Termeer - Director | 799000 | Products & Services | false |
| MedSim | |||
| Termeer - Director | 349996 | Products & Services | false |
| Forest LaboratoriesForest Pharmac | |||
| Basgoz - Director | 338834 | Products | false |
| CRICO | |||
| Markell - Officer | 91665352 | Insurance | false |
| CRICO | |||
| Lawrence - Director | 91665352 | Insurance | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (17 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Statement of Program Service Accomplishments | Form 990, Part III, Line 4a | PARTNERS HEALTHCARE SYSTEM, INC., (PARTNERS) ESTABLISHED IN MARCH 1994, IS THE CORPORATION OVERSEEING THE AFFILIATION OF BRIGHAM AND WOMEN'S HEALTH CARE, THE MASSACHUSETTS GENERAL HOSPITAL, NSMC HEALTHCARE, INC., NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC. AND PARTNERS CONTINUING CARE, INC. PARTNERS IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE PHYSICIANS AND SPECIALISTS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS (MGH AND BWH) AND OTHER HEALTH-RELATED ENTITIES. PARTNERS IS CREATING A FRAMEWORK IN WHICH ALL ASPECTS OF THE HEALTH CARE DELIVERY SYSTEM ARE COORDINATED BETWEEN AND AMONG PROVIDERS AND FACILITIES. PARTNERS IMPROVES THE QUALITY OF HEALTH CARE AND FURTHER SERVES THE PUBLIC AT LARGE BY SUPPORTING ITS MEMBER ORGANIZATIONS SO THAT THEY MAY PURSUE THEIR TEACHING AND RESEARCH MISSIONS. THE MEMBER ORGANIZATIONS OF PARTNERS HAVE JOINED TOGETHER IN A COMMITMENT TO SERVE THE COMMUNITY. TOGETHER, THESE ORGANIZATIONS ARE DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. Partners is committed to leading the way in designing integrated patient and family-centered care with the goals of enhancing the quality of patient care and slowing the increase in health care costs. Partners has launched a series of strategic initiatives to redesign care with an emphasis on improving quality and affordability. Multi-disciplinary teams from Partners and from Partners HealthCare hospitals were assembled to develop and implement strategies for change, focusing on the following key areas: Care Redesign: initiatives that seek improvement in patient quality and outcomes while reducing the cost to deliver those outcomes. Patient Affordability: initiatives to manage cost growth and reduce per unit costs in direct patient care and overhead. Additional and ongoing initiatives include the following: Promoting payment systems that support more integrated, patient-centered care. Providing population health management for the sickest patient groups. Delivering safety across the continuum of care. Redesigning primary care. Maximizing the use of new information technology. PLEASE VISIT HTTP://WWW.PARTNERS.ORG/ABOUT/PHILANTHROPY/COMMITMENT-TO-GIVING/DEFAULT.AS PX FOR MORE INFORMATION ABOUT SPECIFIC PARTNERS' PROGRAMS AND INITIATIVES. |
| Form 990 Review | Form 990, Part VI, Section B, Line 11b | The Form 990 was prepared and reviewed by the Partners HealthCare System, Inc. (PHS) Tax Department. Certain key sections were also reviewed by the PHS Executive Vice President of Administration and Finance, CFO and Treasurer; the PHS Vice President of Human Resources and by the PHS General Counsel. The Executive Vice President of Administration and Finance, CFO and Treasurer reviewed and signed the Form 990. The compensation disclosures were presented to and discussed with the PHS Compensation Committee at the May 2, 2013 meeting. The process for preparing and reviewing Form 990 was discussed at the May 8, 2013 meeting of the Audit Committee of the PHS Board of Directors. The final filing version of the Form 990 was provided to each voting Board member prior to filing. |
| Audited Financial Statements | Form 990, Part XII, Line 2c | The Organization's financial statements are audited by an independent auditor as a part of a consolidated audit of Partners HealthCare System, Inc. and Affiliates. The Partners HealthCare System audit committee of the board assumes oversight for the financial statement audit. |
| Public Availability of Financial Statements and Governing Documents | Part VI, Section C, Line 19 | The Organization's governing documents are filed with Massachusetts Secretary of State and the Financial Statements are filed with Massachusetts Attorney General, all of which are open to public inspection. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a&b | The organization has a board level compensation committee that reviews and approves the compensation for all listed officers and key employees except the Secretary. The committee is comprised of members of the board who are not employed by the organization, and no member may participate in the review and approval of compensation if the member has a conflict of interest with respect to that compensation arrangement. The committee relies on data, provided by an independent compensation consultant, which includes comparable compensation for similarly qualified persons, in functionally comparable positions, at similarly situated organizations. The deliberations and decisions of the committee are documented in minutes of the meeting. This review process occurs on an annual basis. |
| Conflict of Interest Policy | Form 990, Part VI, Section B, Line 12c | For purposes of its annual tax filing, Partners HealthCare has an annual questionnaire process for obtaining information on interests that may give rise to conflicts from all officers, directors, trustees and key employees. In addition, in connection with Partners' Conflict of Interest Policy, the Partners Office for Interactions with Industry and Office of General Counsel work together to periodically distribute, collect and review disclosure statements from these individuals. The information on each such disclosure is reviewed by each individual's supervisor (who in the case of directors and trustees is deemed to consist of the Chairman of the Board and the entity's President/CEO, who review the disclosures with the assistance of the General Counsel or attorney representatives of his office). Partners has a Conflict of Interest Policy that applies to all entities in the system, and which is designed to: (1) identify relationships and conduct that create either conflicts of interest or conflicts of commitment; (2) establish a system for disclosing and resolving potential conflicts; and (3) ensure that transactions are negotiated at arm's length and that payments are at fair market value. Under our policy, when a conflict arises, the individual associated with the outside entity in question must provide full disclosure and completely recuse him/herself from any institutional decision-making about the transaction. In appropriate circumstances, (i) the Corporation must consider at least two alternative disinterested competitive proposals; or must determine that two such competitive proposals do not exist or that it would be impractical to elicit or consider such competitive proposals; and (ii) the Corporation must determine that, notwithstanding the apparent conflict, the transaction is fair and reasonable to the Corporation and is in the best interests of the Corporation. A written record must be made of these determinations. Furthermore, transactions that present particularly significant conflicts are reviewed by an independent committee of Partners, which review is also documented. Conflicts of commitment by the Partners President and CEO are addressed by requiring outside activities to be approved by the Partners Board Chair. |
| Joint Venture Policy | Form 990, Part VI, Section B, Line 16b | Partners HealthCare System, Inc. and affiliates adopted a written policy during fiscal year 2013. |
| Decisions of Governing Body Subject to Member Approval | Form 990, Part VI, Section A, Lines 7a&b | Pursuant to the corporate bylaws of the organization, the authority for the following actions is reserved to the members of the organization: - Members shall determine the number of PHS Directors and shall elect PHS Directors. Members may, by a vote, increase the number of PHS directors. Members my decrease the number of PHS Directors, but only to eliminate vacancies existing by reason of the death, resignation or removal of one or more elected PHS Directors. - Members may remove a PHS Director with or without cause by vote. - Members may amend PHS bylaws in whole or in part or may repeal and adopt new bylaws. Members may adopt, amend or repeal any Bylaw, including any Bylaws adopted, amended or repealed by the Directors. Pursuant to the laws of Massachusetts, the authority for the following actions is reserved to the member of the organization: - Amend or restate the Articles of Organization - Consolidation or merger - Sale, lease, exchange or disposition of all or substantially all of the organizations property or assets. |
| Business and Family Relationships | Form 990, Part VI, Section A, Line 2 | PETER MARKELL & RICHARD HOLBROOK - BUSINESS RELATIONSHIP G. MARSHALL MORIARTY, CATHY MINEHAN, PETER MARKELL & EDWARD LAWRENCE - BUSINESS RELATIONSHIP CHARLES GIFFORD & ANNE FINUCANE - BUSINESS RELATIONSHIP |
| Independent Voting Board Members | Part VI, Line 1b | Partners HealthCare System, Inc. seeks to have a Board that is composed of individuals with the requisite expertise and community representation so that it may effectively govern. During this reporting period, some members of the Board, who contribute important expertise and diverse perspective, may have been affiliated with an organization that was involved in a transaction reported on Schedule L. In some instances, these transactions involved essential products and services for which the vendor chosen was a leading national or regional source. Three such vendors are nationally-known suppliers of health-care and/or research-related products; another is a primary regional supplier of electricity. In addition, multiple Board members sit on the Board of our jointly-owned captive liability insurance company. As described on this Schedule O, Partners HealthCare System, Inc. has a conflict of interest policy to address instances where Partners HealthCare System, Inc. may be involved, directly or indirectly, in a transaction with a member of the Board. This policy protects against undue influence by Board members and assists the Board in making decisions that are in the best interests of Partners HealthCare System, Inc. |
| Other Changes in Net Assets or Fund Balances | Part XI, Line 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES RELATE TO NET UNREALIZED GAIN/(LOSS) ON INVESTMENTS, CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLANS, CHANGE IN FAIR VALUE OF HEDGING INTEREST RATE SWAPS, AND OTHER CHANGES IN NET ASSETS. |
| Other Expenses | Part IX, Line 24e | Other expenses include a one-time charge of $112,041,874 related to a shift in strategic direction for Partners clinical information systems. |
| Executive Committee | Part VI, Section A, Line 1a | The Executive Committee has all of the responsibilities and authority of the Directors during intervals between meetings of the Directors except for the powers specified in Section 55 of Massachusetts General Laws, Chapter 156B. The Committee consists of three to five Directors of the Corporation appointed annually by the Board of Directors. |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:BAD DEBT TOTAL EXPENSES:40000 PROGRAM SERVICES:40000 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:MISCELLANEOUS EXPENSES TOTAL EXPENSES:10354156 MANAGEMENT AND GENERAL:10351833 FUNDRAISING:2323 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:IMPAIRMENT EXPENSE - NONREC. TOTAL EXPENSES:XXX-XX-XXXX MANAGEMENT AND GENERAL:XXX-XX-XXXX |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PROGRAM SUPPORT/SUBSIDY EXP. TOTAL EXPENSES:3143551 MANAGEMENT AND GENERAL:3143551 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Partners HealthCare International LLC | |||||||||
| 800 Boylston Street | Boston | MA | 02199 | 205281203 | Med Training | MA | 12234443 | 10610334 | PHS |
| PD Productions LLC | |||||||||
| 101 Merrimac Street 3rd Floor | Boston | MA | 02114 | 562383458 | Med Education | MA | 0 | 0 | PHS |
| Partners Private Care LLC | |||||||||
| 1101 Worcester Road | Framingham | MA | 01701 | 263871702 | Home Health | MA | 0 | 0 | PHC |
| GeneInsight LLC | |||||||||
| 101 Huntington Avenue | Boston | MA | 02199 | 461081053 | R & D | MA | 0 | 0 | PHS |
Form990 Schedule R Part II Form990ScheduleRPartII (46 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| The Massachusetts General Hospital (MGH) | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 041564655 | Healthcare | MA | 501(c)(3) | 7 | PHS | true |
| The General Hospital Coporation | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 042697983 | Healthcare | MA | 501(c)(3) | 3 | MGH | true |
| Massachusetts General Physicians Org | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 042807148 | Healthcare | MA | 501(c)(3) | 9 | MGH | true |
| The MGH Health Services Corporation | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 222717383 | Healthcare | MA | 501(c)(3) | 11a | MGH | true |
| The MGH Institute of Health Professions | ||||||||||
| 36 First Avenue | Charlestown | MA | 02129 | 042868893 | Med Education | MA | 501(c)(3) | 2 | MGH | true |
| McLean HealthCare Inc (MHC) | ||||||||||
| 115 Mill Street | Belmont | MA | 02478 | 204572876 | Admin Support | MA | 501(c)(3) | 11a | MGH | true |
| The McLean Hospital Corporation | ||||||||||
| 115 Mill Street | Belmont | MA | 02478 | 042697981 | Healthcare | MA | 501(c)(3) | 3 | MHC | true |
| Martha's Vineyard Hospital Inc (MVH) | ||||||||||
| Linton Lane PO Box 1477 | Oak Bluffs | MA | 02557 | 042104691 | Healthcare | MA | 501(c)(3) | 3 | MGH | true |
| WNR Inc | ||||||||||
| 1 Linton Lane | Oak Bluffs | MA | 02557 | 043419920 | Nursing Svcs. | MA | 501(c)(3) | 9 | MVH | true |
| Nantucket Cottage Hospital (NCH) | ||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | 042103823 | Healthcare | MA | 501(c)(3) | 3 | MGH | true |
| Nantucket Cottage Hospital Foundation | ||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | 043829745 | Admin Support | MA | 501(c)(3) | 11a | NCH | true |
| Brigham and Women's Health Care (BWHC) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042921338 | Admin Support | MA | 501(c)(3) | 7 | PHS | true |
| The Brigham and Women's Hospital (BWH) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | Healthcare | MA | 501(c)(3) | 3 | BWHC | true |
| Biosciences Research Foundation Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 222483849 | Promote Res. | MA | 501(c)(3) | 11a | BWHC | true |
| BWH Research Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043011445 | Med Research | MA | 501(c)(3) | 11a | BWHC | true |
| Brigham Community Practices Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 222588069 | Healthcare | MA | 501(c)(3) | 9 | BWHC | true |
| Brigham and Women's Phys Org (BWPO) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043466314 | Healthcare | MA | 501(c)(3) | 9 | BWHC | true |
| BWH Anesthesia Res & Educ Foundation | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043492603 | Med Res & Edu | MA | 501(c)(3) | 7 | BWPO | true |
| Brigham Medical Res & Edu Foundation | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043539249 | Med Res & Edu | MA | 501(c)(3) | 11a | BWPO | true |
| Brigham & Women's Ob-Gyn Res & Edu | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043494863 | Med Res & Edu | MA | 501(c)(3) | 7 | BWPO | true |
| Brigham Pathology Res & Edu Foundation | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043541111 | Med Res & Edu | MA | 501(c)(3) | 11a | BWPO | true |
| Brigham Radiology Res & Edu Foundation | ||||||||||
| 75 Francis Sreet | Boston | MA | 02115 | 043425905 | Med Res & Edu | MA | 501(c)(3) | 11a | BWPO | true |
| BWH Radiation Oncology Res & Edu Found | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 030411731 | Med Res & Edu | MA | 501(c)(3) | 7 | BWPO | true |
| Brigham and Women's Faulkner Hosp(BWFH) | ||||||||||
| 1153 Centre Street | Boston | MA | 02130 | 042768256 | Healthcare | MA | 501(c)(3) | 3 | BWHC | true |
| West Roxbury Medical Group Inc | ||||||||||
| 1828 Centre Street | Boston | MA | 02132 | 043148310 | Healthcare | MA | 501(c)(3) | 11a | BWFH | true |
| Faulkner Breast Centre Inc | ||||||||||
| 1153 Centre Street | Boston | MA | 02130 | 043195325 | Healthcare | MA | 501(c)(3) | 11a | BWFH | true |
| Faulkner Community Medical Corporation | ||||||||||
| 1153 Centre Street | Boston | MA | 02130 | 043235613 | Healthcare | MA | 501(c)(3) | 11a | BWFH | true |
| Village Manor Nursing Home Inc | ||||||||||
| 1153 Centre Street | Boston | MA | 02130 | 042775265 | Nursing Home | MA | 501(c)(3) | 3 | BWFH | true |
| Partners Continuing Care Inc (PCC) | ||||||||||
| Prudential Tower 800 Boylston Stre | Boston | MA | 02199 | 260003495 | Admin Support | MA | 501(c)(3) | 11a | PHS | true |
| Spaulding Rehabilitation Hospital Corp | ||||||||||
| 300 First Avenue | Charlestown | MA | 02129 | 042551124 | Healthcare | MA | 501(c)(3) | 3 | PCC | true |
| Rehab Hospital of the Cape & Islands | ||||||||||
| 311 Service Road | East Sandwich | MA | 02537 | 043071419 | Healthcare | MA | 501(c)(3) | 3 | PCC | true |
| Shaughnessy-Kaplan Rehabilitation Hosp | ||||||||||
| Dove Avenue | Salem | MA | 01970 | 043067082 | Healthcare | MA | 501(c)(3) | 3 | PCC | true |
| Partners Home Care Inc (PHC) | ||||||||||
| 281 Winter Street | Waltham | MA | 02451 | 042918280 | Home Health | MA | 501(c)(3) | 9 | PCC | true |
| Partners Hospice Inc | ||||||||||
| 48 Woerd Avenue 102 | Waltham | MA | 02453 | 042730504 | Home Health | MA | 501(c)(3) | 7 | PHC | true |
| FRC Inc | ||||||||||
| 101 Merrimac Street | Boston | MA | 02114 | 222632121 | Healthcare | MA | 501(c)(3) | 3 | PCC | true |
| NSMC HealthCare Inc (NSHC) | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043294420 | Admin Support | MA | 501(c)(3) | 11a | PHS | true |
| North Shore Medical Center Inc | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043399616 | Healthcare | MA | 501(c)(3) | 3 | NSHC | true |
| North Shore Physicians Group Inc | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043080484 | Healthcare | MA | 501(c)(3) | 11a | NSHC | true |
| Newton-Wellesley HealthCare System(NWHC) | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 204295282 | Admin Support | MA | 501(c)(3) | 11a | PHS | true |
| Newton-Wellesley Hospital | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 042103611 | Healthcare | MA | 501(c)(3) | 3 | NWHC | true |
| Newton-Wellesley Ambulatory Services | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 222560501 | Healthcare | MA | 501(c)(3) | 11a | NWHC | true |
| Newton-Wellesley Hosp Charitable Found | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 043455952 | Fundraising | MA | 501(c)(3) | 7 | NWHC | true |
| Newton-Wellesley Children's Corner Inc | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 042650246 | Child Care | MA | 501(c)(3) | 9 | NWHC | true |
| Partners Medical International Inc | ||||||||||
| 100 Cambridge Street | Boston | MA | 02114 | 043197711 | Med. Training | MA | 501(c)(3) | 11a | PHS | true |
| The Friends of The Brigham & Women's Hos | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042239449 | Fundraising | MA | 501(c)(3) | 11a | BWHC | true |
| Spaulding Hospital - Cambridge Inc | ||||||||||
| 1575 Cambridge Street | Cambridge | MA | 02138 | 270273715 | Hospital | MA | 501(c)(3) | 3 | PCC | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHS Bay Colony Fund LP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 Park Avenue | AddressLine1 |
| City | NY | City |
| State | NY | State |
| ZIP Code | 10167 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133887448 | EIN |
| Primary Activity | Investments | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PPIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeType |
| Share Of Total Income | -48901 | ShareOfTotalIncome |
| Share Of EOY Assets | 582970 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| Code V | -$13,009 | CodeVAmount |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 0.07137 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BSC Inc | |||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042987478 | Communication | MA | BWHC | C | 0 | 0 | 0.00000 |
| Partners Community HealthCare Inc | |||||||||||
| 800 Boylston Street | Boston | MA | 02199 | 043236175 | Healthcare | MA | PHS | C | 222864438 | 116833098 | 1.00000 |
| Newton-Wellesley Physician Hospital Org | |||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 043209749 | Healthcare | MA | NWHC | C | 4567394 | 11430238 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (53 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| The Massachusetts General Hospital | ||
| 1a(i) | 13003465 | FMV |
| The General Hospital Corporation | ||
| 1a(i) | 20620680 | FMV |
| Newton-Wellesley Hospital | ||
| 1a(i) | 6135289 | FMV |
| Nantucket Cottage Hospital | ||
| 1a(i) | 194631 | FMV |
| The Brigham and Women's Hospital | ||
| 1a(i) | 26844753 | FMV |
| The McLean Hospital Corporation | ||
| 1a(i) | 747342 | FMV |
| The Spaulding Rehabilitation Hospital Corp | ||
| 1a(i) | 560911 | FMV |
| Rehabilitation Hospital of the Cape & Islands | ||
| 1a(i) | 432244 | FMV |
| Brigham and Women's Faulkner Hospital Inc | ||
| 1a(i) | 852847 | FMV |
| North Shore Medical Center | ||
| 1a(i) | 8879308 | FMV |
| FRC Inc | ||
| 1a(i) | 215091 | FMV |
| Partners Home Care Inc | ||
| 1a(i) | 1125 | FMV |
| Partners Continuing Care | ||
| 1a(i) | 115558 | FMV |
| Shaughnessy-Kaplan Rehabilitation Hospital | ||
| 1a(i) | 81334 | FMV |
| The MGH Institute of Health Professions | ||
| 1a(i) | 155913 | FMV |
| Partners Continuing Care | ||
| 1b | 103645000 | FMV |
| Brigham and Women's Health Care Inc | ||
| 1c | 44404070 | FMV |
| The Massachusetts General Hospital | ||
| 1c | 54284553 | FMV |
| The Massachusetts General Hospital | ||
| 1c | 13892611 | FMV |
| The Brigham and Women's Hospital | ||
| 1c | 41354355 | FMV |
| McLean HealthCare System | ||
| 1c | 3063389 | FMV |
| NSMC HealthCare | ||
| 1c | 8885598 | FMV |
| Newton-Wellesley Hospital | ||
| 1c | 9017118 | FMV |
| Newton-Wellesley Health Care System | ||
| 1c | 8342892 | FMV |
| Partners Continuing Care | ||
| 1c | 7364434 | FMV |
| The Brigham and Women's Hospital | ||
| 1d | 50641000 | FMV |
| The General Hospital Corporation | ||
| 1d | 6580000 | FMV |
| The McLean Hospital Corporation | ||
| 1d | 13516000 | FMV |
| North Shore Medical Center | ||
| 1d | 73700000 | FMV |
| Newton-Wellesley Hospital | ||
| 1d | 10000000 | FMV |
| The MGH Institute of Health Professions | ||
| 1d | 3000000 | FMV |
| The Massachusetts General Hospital | ||
| 1j | 944370 | FMV |
| The Massachusetts General Hospital | ||
| 1k | 6197928 | FMV |
| The General Hospital Corporation | ||
| 1k | 174184714 | FMV |
| Massachusetts General Physicians Organization | ||
| 1k | 6223979 | FMV |
| The Spaulding Rehabilitation Hospital Corp | ||
| 1k | 8079189 | FMV |
| Partners Home Care | ||
| 1k | 3358168 | FMV |
| FRC Inc | ||
| 1k | 755118 | FMV |
| Spaulding Hospital - Cambridge | ||
| 1k | 2332604 | FMV |
| Rehabilitation Hospital of the Cape & Islands | ||
| 1k | 1617545 | FMV |
| Partners Continuing Care | ||
| 1k | 803631 | FMV |
| Marthas Vineyard Hospital | ||
| 1k | 345988 | FMV |
| Nantucket Cottage Hospital | ||
| 1k | 1098155 | FMV |
| The McLean Hospital Corporation | ||
| 1k | 10393323 | FMV |
| The MGH Institute of Health Professions | ||
| 1k | 818344 | FMV |
| The MGH Health Services Corporation | ||
| 1k | 61213 | FMV |
| The Brigham and Women's Hospital | ||
| 1k | 143345921 | FMV |
| Brigham and Women's Physicians Organization | ||
| 1k | 4204906 | FMV |
| Brigham and Women's Faulkner Hospital Inc | ||
| 1k | 9857974 | FMV |
| North Shore Medical Center | ||
| 1k | 34034474 | FMV |
| Shaughnessy-Kaplan Rehabilitation Hospital | ||
| 1k | 1918368 | FMV |
| Newton-Wellesley Hospital | ||
| 1k | 21322827 | FMV |
| Partners Community HealthCare | ||
| 1k | 5930908 | FMV |