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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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-26T12:38:45-05:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043230035EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Partners HealthCare System IncBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% PARTNERS FIN-TAX DIRInCareOfName
Name ControlPARTNameControl
Phone6177249841Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Prudential TowerAddressLine1
Address Line2800 Boylston StreetAddressLine2
CityBostonCity
StateMAState
ZIP Code02199ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePETER K MARKELLName
TitleCFO & TreasurerTitle
Date Signed2013-08-05DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGary L Gottlieb MD MBANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1800 Boylston StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02199ZIPCode
FieldValueIRS element (for citing)
Gross Receipts760631585GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitehttp:www.partners.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1993YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionPartners 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 Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees6371TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI11972056TotalGrossUBI
Net Unrelated Business Txbl Income-114079NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year222666904ContributionsGrantsPriorYear
Contributions Grants Current Year197858081ContributionsGrantsCurrentYear
Program Service Revenue Prior Year520288807ProgramServiceRevenuePriorYear
Program Service Revenue CY546256453ProgramServiceRevenueCY
Investment Income Prior Year-10859247InvestmentIncomePriorYear
Investment Income Current Year1345121InvestmentIncomeCurrentYear
Other Revenue Prior Year12401675OtherRevenuePriorYear
Other Revenue Current Year15171930OtherRevenueCurrentYear
Total Revenue Prior Year744498139TotalRevenuePriorYear
Total Revenue Current Year760631585TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year68315649GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY115032652GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year365446055SalariesEtcPriorYear
Salaries Etc Current Year384841186SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year211185TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY210639TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2197931TotalFundrsngExpCurrentYear
Other Expense Prior Year296334449OtherExpensePriorYear
Other Expenses Current Year429631254OtherExpensesCurrentYear
Total Expenses Prior Year730307338TotalExpensesPriorYear
Total Expenses Current Year929715731TotalExpensesCurrentYear
Revenues Less Expenses Prior Year14190801RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-169084146RevenuesLessExpensesCY
Total Assets BOY3583614453TotalAssetsBOY
Total Assets EOY3785801720TotalAssetsEOY
Total Liabilities BOY3704631101TotalLiabilitiesBOY
Total Liabilities EOY4062957506TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-121016648NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-277155786NetAssetsOrFundBalancesEOY
Mission DescriptionPartners 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 ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense256630643Expense
Grants115032652Grants
Revenue546256453Revenue
DescriptionSee Schedule ODescription
Total Program Service Expense256630643TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964073NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees6371NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTXStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonPARTNERS FIN-TAX DIRNamePerson
Telephone Number6177249841TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1529 MAIN STREET 5TH FLOORAddressLine1
CityCharlestownCity
StateMAState
ZIP Code02129ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Nesli Basgoz MD
Director (07/01/12-09/30/12)1.0X027174040688
Jack Connors Jr
Director (10/01/11-06/30/12)1.0X000
Anne M Finucane
Director1.0X000
Charles K Gifford
Director1.0X000
Gary L Gottlieb MD MBA
President/CEO/Director50.0X2095282067918X
Richard E Holbrook
Director1.0X000
Albert A Holman III
Director1.0X000
Edward P Lawrence Esq
Chairman1.0X000
Jay O Light
Director1.0X000
Joseph Loscalzo MD PhD
Director (07/01/12-09/30/12)1.0X061144055923
Stanley J Lukowski
Director1.0X000
Jim Manzi
Director (01/24/12-09/30/12)1.0X000
Maury E McGough MD
Director1.0X053693668851
Carol C McMullen
Director1.0X000
Cathy E Minehan
Director1.0X000
G Marshall Moriarty Esq
Director1.0X000
Henri A Termeer
Director1.0X000
Dorothy A Terrell
Director1.0X000
Andrew L Warshaw MD
Director (10/01/11-06/30/12)1.0X0105391164470
Beverly Woo MD
Director (10/01/11-07/01/12)1.0X017844141599
Maureen Goggin
Secretary1.0164687028628X
Peter K Markell
Executive VP, CFO & Treasurer50.013763860359112X
Michael T Manning
Vice President50.0818105055858X
James W Noga
CIO50.0591144078968X
Dennis D Colling
Vice President50.0673234066254X
Timothy G Ferris MD
Vice President50.0555134050823X
Brent L Henry Esq
General Counsel50.0813075049639X
Thomas H Lee MD
Network President50.0846830083880X
G Allen Peckham
Vice President50.0610554057689X
Mary C Lalonde Esq
Former Officer50.0154743041944X
Thomas P Glynn PhD
Former Key50.096546300X
Jay B Pieper
Former Key50.0622328025478X
FieldValueIRS element (for citing)
Total Reportable Comp From Org10286965TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2652468TotalReportableCompFrmRltdOrgs
Total Other Compensation1237722TotalOtherCompensation
Number Individuals GT100 K836NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Accenture LLP
PO Box 70629CHICAGOIL60673Consulting Services16745393
Hill Holiday Connors Cosmopulos Inc
Lockbox 6939PHILADLEPHIAPA191706939Advertising Services3339630
Netversant New England Inc
100 Franklin DriveBOSTONMA02110Technological Svcs.2558000
Solaris Development Inc
63 Drumlin RoadNEWTONMA02459Consulting services2487623
Fish Richardson PC
PO Box 3295BOSTONMA022413295Legal services2014743
FieldValueIRS element (for citing)
Number Of Contractors GT100 K113NumberOfContractorsGT100K
Related Organizations193050755RelatedOrganizations
All Other Contributions4807326AllOtherContributions
Total Contributions197858081TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVE FEEDescription
Business Code561000BusinessCode
Total Revenue Column546256453TotalRevenueColumn
Related Or Exempt Function Income546256453RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue546256453TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4606189TotalRevenueColumn
Exclusion$4,606,189ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column124740TotalRevenueColumn
Exclusion$124,740ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column473068TotalRevenueColumn
Exclusion$473,068ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1252233Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real1252233Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column1252233TotalRevenueColumn
Exclusion$1,252,233ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities-3385808Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-3385808Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-3385808TotalRevenueColumn
Unrelated Business Revenue-217852UnrelatedBusinessRevenue
Exclusion-$3,167,956ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
MANAGEMENT SERVICE56100059309085930908
CHILD CARE REVENUE6244101256721$1,256,721
INTEREST REVENUE90000362590006259000
FieldValueIRS element (for citing)
Total Other Revenue13446629TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column760631585TotalRevenueColumn
Related Or Exempt Function Income546256453RelatedOrExemptFunctionIncome
Unrelated Business Revenue11972056UnrelatedBusinessRevenue
Exclusion$4,544,995ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total115032652Total
Program Services115032652ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total5636088Total
Management And General5636088ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total291879323Total
Management And General291017615ManagementAndGeneral
Fundraising861708Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total24252899Total
Management And General24252899ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total40797386Total
Management And General40542762ManagementAndGeneral
Fundraising254624Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total22275490Total
Management And General22275490ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total17983772Total
Management And General17983772ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1584234Total
Management And General1584100ManagementAndGeneral
Fundraising134Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total1955510Total
Management And General1955510ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total210639Total
Fundraising210639Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total43622642Total
Program Services1185991ProgramServices
Management And General42101560ManagementAndGeneral
Fundraising335091Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3907292Total
Management And General3907292ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total18819115Total
Management And General18751111ManagementAndGeneral
Fundraising68004Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total36454122Total
Management And General36454122ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total27060429Total
Management And General26675910ManagementAndGeneral
Fundraising384519Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2198570Total
Management And General2153699ManagementAndGeneral
Fundraising44871Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total801431Total
Management And General788492ManagementAndGeneral
Fundraising12939Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total103206932Total
Management And General103206932ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total40374868Total
Management And General40374868ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total797349Total
Management And General797349ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralFundraisingFundraisingProgram ServicesProgramServices
MEALS1508063148498423079
NON CAPITAL EQUIPMENT406995406995
OTHER RESEARCH EXPENSES33703493370349
SYSTEM DEVELOPMENT FUNDING-140372000140372000

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total125579581Total
Program Services40000ProgramServices
Management And General125537258ManagementAndGeneral
Fundraising2323Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total929715731Total
Program Services256630643ProgramServices
Management And General670887157ManagementAndGeneral
Fundraising2197931Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY37467376BOY
EOY115274315EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY19482310BOY
EOY15755598EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY43560045BOY
EOY23077461EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1958167209BOY
EOY2305967794EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4143483BOY
EOY4285522EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis445794522LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec123351872LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY335876808BOY
EOY322442650EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY813918746BOY
EOY774535139EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY370998476BOY
EOY224463241EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3583614453BOY
EOY3785801720EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY894980451BOY
EOY940281306EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY2421771338BOY
EOY2620091286EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY387879312BOY
EOY502584914EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3704631101BOY
EOY4062957506EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-136597591BOY
EOY-292648600EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY14430943BOY
EOY14342814EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1150000BOY
EOY1150000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-121016648BOY
EOY-277155786EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3583614453BOY
EOY3785801720EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-169084146ReconcilationRevenueExpenses
Reconcilation Other Changes12945008ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years117293782CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years131286751CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years291715447CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year222666904CurrentTaxYearMinus1Year
Current Tax Year197858081CurrentTaxYear
Total960820965Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years117293782CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years131286751CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years291715447CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year222666904CurrentTaxYearMinus1Year
Current Tax Year197858081CurrentTaxYear
Total960820965Total
FieldValueIRS element (for citing)
Public Support Total170960820965PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26851546CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years21851217CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years21763893CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year19377376CurrentTaxYearMinus1Year
Current Tax Year19902859CurrentTaxYear
Total109746891Total
FieldValueIRS element (for citing)
Total Support1070567856TotalSupport
Gross Receipts From Admissions Etc2365555131GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.89749PublicSupportPertcentage170
Public Support Pertcent Prior Year0.88325PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$1,955,510DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB1955510TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLobbying ExpensesIdentifier
Return ReferencePart II-BReturnReference
ExplanationThe 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

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5162396BeginningOfYearBalance
Contributions189373Contributions
Investment Earnings Or Losses447400InvestmentEarningsOrLosses
Other Expenditures189373OtherExpenditures
End Of Year Balance5609796EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5110800BeginningOfYearBalance
Contributions171858Contributions
Investment Earnings Or Losses51596InvestmentEarningsOrLosses
Other Expenditures171858OtherExpenditures
End Of Year Balance5162396EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4740375BeginningOfYearBalance
Contributions157159Contributions
Investment Earnings Or Losses370425InvestmentEarningsOrLosses
Other Expenditures157159OtherExpenditures
End Of Year Balance5110800EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4556070BeginningOfYearBalance
Contributions166083Contributions
Investment Earnings Or Losses231385InvestmentEarningsOrLosses
Other Expenditures213163OtherExpenditures
End Of Year Balance4740375EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.80000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.20000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis26849708InvestmentCostOrOtherBasis
Other Cost Or Other Basis17526693OtherCostOrOtherBasis
Book Value44376401BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis19905206InvestmentCostOrOtherBasis
Other Cost Or Other Basis29702911OtherCostOrOtherBasis
Depreciation9181616Depreciation
Book Value40426502BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis26859802OtherCostOrOtherBasis
Depreciation13069392Depreciation
Book Value13790410BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis193244658OtherCostOrOtherBasis
Depreciation101100864Depreciation
Book Value92143794BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis131705544OtherCostOrOtherBasis
Book Value131705543BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings322442650TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
INVESTED CASH EQUIVALENTS101102365F
EQUITIES11904925F
U.S. GOV'T & FIXED INCOME SEC.4445972F
PRIVATE PARTNERSHIPS & OTHER179999C
INV IN PARTNERS POOLED INV ACC656901878C
FieldValueIRS element (for citing)
Total Of Book Value Securities774535139TotalOfBookValueSecurities

Other Assets OtherAssets (6 entries)

DescriptionDescriptionBook ValueBookValue
DEFERRED FINANCING COSTS26397602
INVESTMENT IN PARTNERSHIP11957717
OTHER ASSETS35767348
CASH SURRENDER LIFE INSURANCE6852698
DUE FROM AFFILIATES132127876
SECURITIES LENDING ARRANGEMENT11360000
FieldValueIRS element (for citing)
Total Book Value Other Assets224463241TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
THIRD PARTY PAYER SETTLEMENT ACCR.-$6,122,227
UNEXPENDED FUNDS ON RESEARCH G$685,660
TAXABLE BONDS, SERIES C & SERIES P$508,021,481
FieldValueIRS element (for citing)
Total Of Amounts502584914TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierIntended Use of Endowment FundsIdentifier
Return ReferencePart V, Line 4ReturnReference
ExplanationThe 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)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpendituresNumber Of EmployeesNumberOfEmployees
Central America and the CaribbeanProgram ServicesJointly Owned For. Ins572163
East Asia and the PacificProgram ServicesPat. Care, Res. & Educ437900
Europe (Including Iceland and Greenland)Program ServicesPat. Care, Res. & Educ394792
Middle East and North AfricaProgram ServicesPat. Care, Res. & Educ761364
North AmericaProgram ServicesPat. Care, Res. & Educ104989
Russia and the Newly Independent StatesProgram ServicesPat. Care, Res. & Educ140865
South AmericaProgram ServicesPat. Care, Res. & Educ444
South AsiaProgram ServicesPat. Care, Res. & Educ35450
FieldValueIRS element (for citing)
Subtotal Number Of Employees4SubtotalNumberOfEmployees
Total Number Of Employees4TotalNumberOfEmployees
Subtotal Amount Spent1762739SubtotalAmountSpent
Total Amount Spent1762739TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriestrueBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierAccounting methodIdentifier
Return ReferencePart I, Line 3ReturnReference
ExplanationThe 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

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (3 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsAmount Retained By ContractorAmountRetainedByContractor
Development Communications AssociatFUNDRAISING STRATEGYfalse110353
PGCalcFUNDRAISING STRATEGYfalse98283
The Wayland GroupFUNDRAISING STRATEGYfalse2003
FieldValueIRS element (for citing)
Total Retained By Contractors210639TotalRetainedByContractors

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (52 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
Mass Insight
18 Tremont StreetBostonMA02108043369687501(c)(3)35000Community Benefits
Boston Public Health Commission
1010 Massachusetts AvenueBostonMA02118043316655501(c)(1)20000Community Benefits Community Benefits
Coalition for School Based Health Centers
40 Court StreetBostonMA02108043527138501(c)(1)10000Community Benefits
Community Service Care Inc
PO Box 300010Jamaica PlainMA02130042754281501(c)(3)6000Community Benefits
Boston HealthCare for the Homeless
780 Albany StreetBostonMA02118043160480501(c)(1)192954Community Benefits
Mattapan Community Health Center
1425 Blue Hill AvenueMattapanMA02126042544151501(c)(1)215500Community Benefits
Project Bread - Summer Food Program
145 Border StreetEast BOSTONMA02128042931195501(c)(3)20000Community Benefits
Mass Public Health Association
434 JamaicawayJamaica PlainMA02130042326503501(c)(1)35000Community Benefits
Joint Committee for Children's Healthcare
Everett City HallEverettMA02149100001184501(c)(1)20000Community Benefits484 Broadway Room 27
Camp Harbor View Foundation
200 Clarendon StreetBostonMA02116753235491501(c)(3)125000Community Benefits
Uphams Corner Community Health
500 Columbia RoadDorchesterMA02125042708670501(c)(1)940175Community Benefits
Mass League of Community Health Centers
40 Court StreetBostonMA02108042507409501(c)(1)322484Community Benefits
Health Care for All
30 WINTER STREETBOSTONMA02108043071598501(c)(1)222000Community Benefits
Lynn Community Health Center
269 Union StreetLynnMA01901042525066501(c)(1)823864Community Benefits
Institute for Community Health
101 Station LandingMedfordMA02155043543853501(c)(1)220000Community Benefits
South Boston Community Health Center
409 W Broadway StSouth BostonMA02127042682152501(c)(1)155000Community Benefits
CURE
223 West Erie StreetChicagoIL60654364253176501(c)(3)50000Community Benefits
Kenneth B Schwartz Center
205 Portland StreetBostonMA02114042697983501(c)(3)25000Community Benefits
Community Works
25 West StreetBostonMA02111042762623501(c)(3)31000Community Benefits
Whittier Street Health Center
1125 Tremont StreetRoxburyMA02120042619517501(c)(1)40000Community Benefits
Health Law Advocates
30 Winter StreetBostonMA02108043298116501(c)(3)25000Community Benefits
GBIO
594 Columbia RoadDorchesterMA02125043355553501(c)(3)25000Community Benefits
American Heart Association
7272 Greenville AvenueDallasTX75231135613797501(c)(3)20000Community Benefits
Bridge Over Troubled Waters
47 West StreetBostonMA02111042472126501(c)(3)10000Community Benefits
Pine Street Inn
434 Harrison AvenueBostonMA02118042516093501(c)(3)10000Community Benefits
Mass Association for Mental Health
130 Bowdoin StreetBostonMA02108042104711501(c)(1)35000Community Benefits
South End CHC
1601 Washington StreetBostonMA02118042456134501(c)(1)25000Community Benefits
Dimock CHC
55 Dimock StreetRoxburyMA02119043487835501(c)(1)25000Community Benefits
ABCD
178 Tremont StreetBostonMA02111237225337501(c)(3)15000Community Benefits
BCIL
60 Temple Place 5th FloorBostonMA02111042546595501(c)(3)32500Community Benefits
The Fund for Boston Neighborhoods
75 Arlington StreetBostonMA02116046185609501(c)(3)10000Community Benefits
The Boston Foundation
75 Arlington StreetBostonMA02116042104021501(c)(3)10000Community Benefits
Hospitality Homes
PO Box 15265BostonMA02215043204112501(c)(3)10000Community Benefits
United Way
51 Sleeper StreetBostonMA02210042382233501(c)(3)25000Community Benefits
National Alliance for the Mentally Ill
400 West Cummings ParkWoburnMA01801042777012501(c)(3)18000Community Benefits
AIDS Action
75 Amory StreetBostonMA02119222707246501(c)(3)7500Community Benefits
Harvard Street Health Center
632 Blue Hill AvenueDorchesterMA02121042600042501(c)(1)10000Community Benefits
Big Sister Association
161 Massachusetts AvenueBostonMA02115042150651501(c)(3)10000Community Benefits
The New England Council
19 Stuart StreetBostonMA02116041661090501(c)(3)15000Community Benefits
Boston Public Schools
26 Court StreetBostonMA02108042080791501(c)(1)85000Community Benefits
Jewish Vocational Service
29 Winter StreetBostonMA02108042104357501(c)(3)6667Community Benefits
Hale Reservation
80 Carby StreetWestwoodMA02090042111550501(c)(3)25000Community Benefits
Massachusetts Business Alliance for Education
400 Atlantic AvenueBostonMA02110043274599501(c)(3)6500Community Benefits
Edward M Kennedy Health Careers Academy
110 The FenwayBostonMA02115043418167501(c)(3)15000Community Benefits
Charlestown Recovery House
15 Bunker Hill StreetCharlestownMA02129043505037501(c)(3)25000Community Benefits
RPC Social Impact Center
328 Warren StreetRoxburyMA02119043506648501(c)(3)15000Community Benefits
The American Ireland Fund
211 Congress StreetBostonMA02110251306992501(c)(3)15000Community Benefits
Health Career Connection
300 Frank Ogawa PlazaOaklandCA94612251904312501(c)(3)6500Community Benefits
Higher Ground - Roxbury Community Health Improvem
384 Warren StreetRoxburyMA02119273660369501(c)(1)50000Community Benefits
Boston Scholar Athlete Program
65 Allerton StreetBostonMA02119273987854501(c)(3)9000Community Benefits
Partners Continuing Care Inc
800 Boylston StreetBostonMA02451260003495501(c)(3)103645000To Support its Tax Exempt Affiliates
Massachusetts General Physicians Organization Inc
55 Fruit StreetBostonMA02114042807148501(c)(3)35000To Support its Tax Exempt Affiliates
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants52TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSchedule I, Part I, Line 2Identifier
ExplanationPartners 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

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Nesli Basgoz MD
024155201688301330503386506823031242800
Gary L Gottlieb MD MBA
13628610140000059242103386103405702163200000
Joseph Loscalzo MD PhD
054180706639703236033863022060066736300
Maury E McGough MD
0437991066746032199039471029380060578700
Andrew L Warshaw MD
0469603016753804167700338620306080111838100
Beverly Woo MD
015779803758016885023761017838022004000
Maureen Goggin
12872005000354670116540169740193315000
Peter K Markell
103224301010000243143033386202525001735498000
Michael T Manning
44838902979500717660302690255890873963000
James W Noga
39383109169701056160478940310740670112000
Dennis D Colling
45839605000001648380338640323900739488000
Timothy G Ferris MD
4250000911700389640338640169590605957000
Brent L Henry Esq
55890006000001941750338620157770862714000
Thomas H Lee MD
7217600731010519690366100472700930710000
G Allen Peckham
42264004500001429140338610238280668243000
Thomas P Glynn PhD
000096546300000965463000
Mary C Lalonde Esq
135446010500087970147210272230196687000
Jay B Pieper
10975002861320226446018381070970647806000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Participation in a supplemental nonqualified retirement planPart I, Line 4bThese 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 CompensationPart II & Schedule J-2Trustees 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 2010-6Part IIIPartners 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 PaymentsPart I, Line 4aThomas P. Glynn, Ph.D. - $821,567

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MHEFA Partners HealthCare System Inc Series D
04245601157585K3N62003-05-28343630000SERIES D - SEE SCHEDULE K PART VIfalsefalsefalse
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES E
04245601157585K4Q82003-06-1262476437SERIES E - SEE SCHEDULE K PART VItruefalsefalse
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F
04245601157586CGW92005-06-10411566153SERIES F - SEE SCHEDULE K PART VIfalsefalsefalse
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5
04245601157586CZL22007-06-07326508722SERIES G5 - SEE SCHEDULE K PART VIfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
240130000034426861901543658602026416002497569297704868802005truefalsetruetrue
4274500010370000624764370002720390006220439801994truefalsetruetrue
32300000041944810101839843202671595265000003264933806923469402007truefalsetruetrue
26570000032934506309382534023381490016412801215349636902009truetruetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalse0true
0
falsefalsefalsefalse0true
falsefalsefalsefalse0true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsTerm Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Term Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
BEAR STERNS CAPITAL
falsetruetrue32.2falsefalsetrueTRINITY PLUS2.4truefalsetrue
0
falsefalsefalsefalse0falsetrue
BEAR STEARNS CAPITAL
falsetruetrue35.falsefalsetrueXL ASSET FUNDING1.8truefalsetrue
0
falsefalsefalsetrueCITIGROUP FINANCIAL1.7truefalsetrue
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6
04245601157586CZW82007-06-07380000000SERIES G1,G2,G3,G4,G6 SEE PART VIfalsefalsefalse
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H
04245601157586CW272008-04-01171320000SERIES H - SEE SCHEDULE K PART VIfalsefalsefalse
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I
04245601157586EHR52009-05-14229977036SERIES I - SEE SCHEDULE K PART VIfalsefalsefalse
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J
04245601157586ENK32010-01-05509178736SERIES J - SEE SCHEDULE K PART VIfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
22500000003861908280204790760277655246961470358239054002009falsefalsetruetrue
0017132000000042000000017090000002009truefalsetruetrue
0022998125000025560801160710227309098002009falsefalsetruetrue
17150000050925831900051510670024998376525412348702010truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalse0true
falsefalsefalsefalse0true
falsefalsefalsefalse0true
falsefalsefalsefalse0true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsTerm Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Term Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
GOLDMAN SACHS CAP
falsetruetrue35.falsefalsetrueCITIGROUP FINANCAL1.7truefalsetrue
0
falsetruefalsetrueCITIGROUP FINANCIAL0.8truefalsetrue
MERRILL LYNCH CAP
falsetruetrue35.falsefalsefalse0falsetrue
0
falsefalsefalsefalse0falsetrue

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K
04343181457583R6W02011-01-13436019104SERIES K - SEE SCHEDULE K PART VIfalsefalsefalse
MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L
04343181457583UMV72012-01-04353501227SERIES L - SEE SCHEDULE K PART VIfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
610000043603081400035230630020134245723116529402011truetruetruetrue
0035331775000108744653056210002609032777848379802012truetruetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalse0true
falsefalsefalsefalse0true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsTerm Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
MERRILL LYNCH CAP
falsetruetrue35.falsefalsefalse0falsetrue
0
falsefalsefalsefalse0falsetrue

Schedule L IRS990ScheduleL

FieldValueIRS element (for citing)
Total Balance Due0TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (21 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
L Connors
Family - Connors126195Salary-Brigham & Women's Phys.false
D Shtasel
Family - Gottlieb210248Salary-Mass General Phys. Org.false
A Moriarty
Family - Moriarty150637Salary-Brigham & Women's Hosp.false
J Cunningham
Family - Woo181984Salary-Brigham & Women's Phys.false
J Bryant
Family - Woo241370Salary-Brigham & Women's Hosp.false
E Woo
Family - Woo234555Salary-Mass General Phys. Org.false
B Woo
Family - Woo256090Salary-Mass General Phys. Org.false
Covidien
Connors - Director25034740Health Productsfalse
Bank of America
Finucane - Officer1842421Bankingfalse
Bank of America
Gifford - Director1842421Bankingfalse
NSTAR
Gifford - Director19544943Utilitiesfalse
Medicalis
Holman - Director1949101Decision Supportfalse
ThermoFisher
Manzi - Director15164678Productsfalse
CRICO
Moriarty - Director91665352Insurancefalse
CRICO
Minehan - Director91665352Insurancefalse
Becton Dickinson Company
Minehan - Director15988445Medical Suppliesfalse
Abiomed
Termeer - Director799000Products & Servicesfalse
MedSim
Termeer - Director349996Products & Servicesfalse
Forest LaboratoriesForest Pharmac
Basgoz - Director338834Productsfalse
CRICO
Markell - Officer91665352Insurancefalse
CRICO
Lawrence - Director91665352Insurancefalse

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (17 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Statement of Program Service AccomplishmentsForm 990, Part III, Line 4aPARTNERS 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 ReviewForm 990, Part VI, Section B, Line 11bThe 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 StatementsForm 990, Part XII, Line 2cThe 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 DocumentsPart VI, Section C, Line 19The 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 CompensationForm 990, Part VI, Line 15a&bThe 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 PolicyForm 990, Part VI, Section B, Line 12cFor 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 PolicyForm 990, Part VI, Section B, Line 16bPartners HealthCare System, Inc. and affiliates adopted a written policy during fiscal year 2013.
Decisions of Governing Body Subject to Member ApprovalForm 990, Part VI, Section A, Lines 7a&bPursuant 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 RelationshipsForm 990, Part VI, Section A, Line 2PETER 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 MembersPart VI, Line 1bPartners 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 BalancesPart XI, Line 5OTHER 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 ExpensesPart IX, Line 24eOther expenses include a one-time charge of $112,041,874 related to a shift in strategic direction for Partners clinical information systems.
Executive CommitteePart VI, Section A, Line 1aThe 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 EXPENSESFORM 990 PART IXDESCRIPTION:BAD DEBT TOTAL EXPENSES:40000 PROGRAM SERVICES:40000
OTHER EXPENSESFORM 990 PART IXDESCRIPTION:MISCELLANEOUS EXPENSES TOTAL EXPENSES:10354156 MANAGEMENT AND GENERAL:10351833 FUNDRAISING:2323
OTHER EXPENSESFORM 990 PART IXDESCRIPTION:IMPAIRMENT EXPENSE - NONREC. TOTAL EXPENSES:XXX-XX-XXXX MANAGEMENT AND GENERAL:XXX-XX-XXXX
OTHER EXPENSESFORM 990 PART IXDESCRIPTION:PROGRAM SUPPORT/SUBSIDY EXP. TOTAL EXPENSES:3143551 MANAGEMENT AND GENERAL:3143551

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Partners HealthCare International LLC
800 Boylston StreetBostonMA02199205281203Med TrainingMA1223444310610334PHS
PD Productions LLC
101 Merrimac Street 3rd FloorBostonMA02114562383458Med EducationMA00PHS
Partners Private Care LLC
1101 Worcester RoadFraminghamMA01701263871702Home HealthMA00PHC
GeneInsight LLC
101 Huntington AvenueBostonMA02199461081053R & DMA00PHS

Form990 Schedule R Part II Form990ScheduleRPartII (46 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
The Massachusetts General Hospital (MGH)
55 Fruit StreetBostonMA02114041564655HealthcareMA501(c)(3)7PHStrue
The General Hospital Coporation
55 Fruit StreetBostonMA02114042697983HealthcareMA501(c)(3)3MGHtrue
Massachusetts General Physicians Org
55 Fruit StreetBostonMA02114042807148HealthcareMA501(c)(3)9MGHtrue
The MGH Health Services Corporation
55 Fruit StreetBostonMA02114222717383HealthcareMA501(c)(3)11aMGHtrue
The MGH Institute of Health Professions
36 First AvenueCharlestownMA02129042868893Med EducationMA501(c)(3)2MGHtrue
McLean HealthCare Inc (MHC)
115 Mill StreetBelmontMA02478204572876Admin SupportMA501(c)(3)11aMGHtrue
The McLean Hospital Corporation
115 Mill StreetBelmontMA02478042697981HealthcareMA501(c)(3)3MHCtrue
Martha's Vineyard Hospital Inc (MVH)
Linton Lane PO Box 1477Oak BluffsMA02557042104691HealthcareMA501(c)(3)3MGHtrue
WNR Inc
1 Linton LaneOak BluffsMA02557043419920Nursing Svcs.MA501(c)(3)9MVHtrue
Nantucket Cottage Hospital (NCH)
57 Prospect StreetNantucketMA02554042103823HealthcareMA501(c)(3)3MGHtrue
Nantucket Cottage Hospital Foundation
57 Prospect StreetNantucketMA02554043829745Admin SupportMA501(c)(3)11aNCHtrue
Brigham and Women's Health Care (BWHC)
75 Francis StreetBostonMA02115042921338Admin SupportMA501(c)(3)7PHStrue
The Brigham and Women's Hospital (BWH)
75 Francis StreetBostonMA02115042312909HealthcareMA501(c)(3)3BWHCtrue
Biosciences Research Foundation Inc
75 Francis StreetBostonMA02115222483849Promote Res.MA501(c)(3)11aBWHCtrue
BWH Research Inc
75 Francis StreetBostonMA02115043011445Med ResearchMA501(c)(3)11aBWHCtrue
Brigham Community Practices Inc
75 Francis StreetBostonMA02115222588069HealthcareMA501(c)(3)9BWHCtrue
Brigham and Women's Phys Org (BWPO)
75 Francis StreetBostonMA02115043466314HealthcareMA501(c)(3)9BWHCtrue
BWH Anesthesia Res & Educ Foundation
75 Francis StreetBostonMA02115043492603Med Res & EduMA501(c)(3)7BWPOtrue
Brigham Medical Res & Edu Foundation
75 Francis StreetBostonMA02115043539249Med Res & EduMA501(c)(3)11aBWPOtrue
Brigham & Women's Ob-Gyn Res & Edu
75 Francis StreetBostonMA02115043494863Med Res & EduMA501(c)(3)7BWPOtrue
Brigham Pathology Res & Edu Foundation
75 Francis StreetBostonMA02115043541111Med Res & EduMA501(c)(3)11aBWPOtrue
Brigham Radiology Res & Edu Foundation
75 Francis SreetBostonMA02115043425905Med Res & EduMA501(c)(3)11aBWPOtrue
BWH Radiation Oncology Res & Edu Found
75 Francis StreetBostonMA02115030411731Med Res & EduMA501(c)(3)7BWPOtrue
Brigham and Women's Faulkner Hosp(BWFH)
1153 Centre StreetBostonMA02130042768256HealthcareMA501(c)(3)3BWHCtrue
West Roxbury Medical Group Inc
1828 Centre StreetBostonMA02132043148310HealthcareMA501(c)(3)11aBWFHtrue
Faulkner Breast Centre Inc
1153 Centre StreetBostonMA02130043195325HealthcareMA501(c)(3)11aBWFHtrue
Faulkner Community Medical Corporation
1153 Centre StreetBostonMA02130043235613HealthcareMA501(c)(3)11aBWFHtrue
Village Manor Nursing Home Inc
1153 Centre StreetBostonMA02130042775265Nursing HomeMA501(c)(3)3BWFHtrue
Partners Continuing Care Inc (PCC)
Prudential Tower 800 Boylston StreBostonMA02199260003495Admin SupportMA501(c)(3)11aPHStrue
Spaulding Rehabilitation Hospital Corp
300 First AvenueCharlestownMA02129042551124HealthcareMA501(c)(3)3PCCtrue
Rehab Hospital of the Cape & Islands
311 Service RoadEast SandwichMA02537043071419HealthcareMA501(c)(3)3PCCtrue
Shaughnessy-Kaplan Rehabilitation Hosp
Dove AvenueSalemMA01970043067082HealthcareMA501(c)(3)3PCCtrue
Partners Home Care Inc (PHC)
281 Winter StreetWalthamMA02451042918280Home HealthMA501(c)(3)9PCCtrue
Partners Hospice Inc
48 Woerd Avenue 102WalthamMA02453042730504Home HealthMA501(c)(3)7PHCtrue
FRC Inc
101 Merrimac StreetBostonMA02114222632121HealthcareMA501(c)(3)3PCCtrue
NSMC HealthCare Inc (NSHC)
81 Highland AvenueSalemMA01970043294420Admin SupportMA501(c)(3)11aPHStrue
North Shore Medical Center Inc
81 Highland AvenueSalemMA01970043399616HealthcareMA501(c)(3)3NSHCtrue
North Shore Physicians Group Inc
81 Highland AvenueSalemMA01970043080484HealthcareMA501(c)(3)11aNSHCtrue
Newton-Wellesley HealthCare System(NWHC)
2014 Washington StreetNewtonMA02462204295282Admin SupportMA501(c)(3)11aPHStrue
Newton-Wellesley Hospital
2014 Washington StreetNewtonMA02462042103611HealthcareMA501(c)(3)3NWHCtrue
Newton-Wellesley Ambulatory Services
2014 Washington StreetNewtonMA02462222560501HealthcareMA501(c)(3)11aNWHCtrue
Newton-Wellesley Hosp Charitable Found
2014 Washington StreetNewtonMA02462043455952FundraisingMA501(c)(3)7NWHCtrue
Newton-Wellesley Children's Corner Inc
2014 Washington StreetNewtonMA02462042650246Child CareMA501(c)(3)9NWHCtrue
Partners Medical International Inc
100 Cambridge StreetBostonMA02114043197711Med. TrainingMA501(c)(3)11aPHStrue
The Friends of The Brigham & Women's Hos
75 Francis StreetBostonMA02115042239449FundraisingMA501(c)(3)11aBWHCtrue
Spaulding Hospital - Cambridge Inc
1575 Cambridge StreetCambridgeMA02138270273715HospitalMA501(c)(3)3PCCtrue

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1PHS Bay Colony Fund LPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1245 Park AvenueAddressLine1
CityNYCity
StateNYState
ZIP Code10167ZIPCode
FieldValueIRS element (for citing)
EIN133887448EIN
Primary ActivityInvestmentsPrimaryActivity
Legal Domicile StateDELegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PPIABusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeExcludedPredominantIncomeType
Share Of Total Income-48901ShareOfTotalIncome
Share Of EOY Assets582970ShareOfEOYAssets
Disproportionate AllocationsfalseDisproportionateAllocations
Code V-$13,009CodeVAmount
General Or Managing PartnerfalseGeneralOrManagingPartner
Percentage Ownership0.07137PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
BSC Inc
75 Francis StreetBostonMA02115042987478CommunicationMABWHCC000.00000
Partners Community HealthCare Inc
800 Boylston StreetBostonMA02199043236175HealthcareMAPHSC2228644381168330981.00000
Newton-Wellesley Physician Hospital Org
2014 Washington StreetNewtonMA02462043209749HealthcareMANWHCC4567394114302381.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (53 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
The Massachusetts General Hospital
1a(i)13003465FMV
The General Hospital Corporation
1a(i)20620680FMV
Newton-Wellesley Hospital
1a(i)6135289FMV
Nantucket Cottage Hospital
1a(i)194631FMV
The Brigham and Women's Hospital
1a(i)26844753FMV
The McLean Hospital Corporation
1a(i)747342FMV
The Spaulding Rehabilitation Hospital Corp
1a(i)560911FMV
Rehabilitation Hospital of the Cape & Islands
1a(i)432244FMV
Brigham and Women's Faulkner Hospital Inc
1a(i)852847FMV
North Shore Medical Center
1a(i)8879308FMV
FRC Inc
1a(i)215091FMV
Partners Home Care Inc
1a(i)1125FMV
Partners Continuing Care
1a(i)115558FMV
Shaughnessy-Kaplan Rehabilitation Hospital
1a(i)81334FMV
The MGH Institute of Health Professions
1a(i)155913FMV
Partners Continuing Care
1b103645000FMV
Brigham and Women's Health Care Inc
1c44404070FMV
The Massachusetts General Hospital
1c54284553FMV
The Massachusetts General Hospital
1c13892611FMV
The Brigham and Women's Hospital
1c41354355FMV
McLean HealthCare System
1c3063389FMV
NSMC HealthCare
1c8885598FMV
Newton-Wellesley Hospital
1c9017118FMV
Newton-Wellesley Health Care System
1c8342892FMV
Partners Continuing Care
1c7364434FMV
The Brigham and Women's Hospital
1d50641000FMV
The General Hospital Corporation
1d6580000FMV
The McLean Hospital Corporation
1d13516000FMV
North Shore Medical Center
1d73700000FMV
Newton-Wellesley Hospital
1d10000000FMV
The MGH Institute of Health Professions
1d3000000FMV
The Massachusetts General Hospital
1j944370FMV
The Massachusetts General Hospital
1k6197928FMV
The General Hospital Corporation
1k174184714FMV
Massachusetts General Physicians Organization
1k6223979FMV
The Spaulding Rehabilitation Hospital Corp
1k8079189FMV
Partners Home Care
1k3358168FMV
FRC Inc
1k755118FMV
Spaulding Hospital - Cambridge
1k2332604FMV
Rehabilitation Hospital of the Cape & Islands
1k1617545FMV
Partners Continuing Care
1k803631FMV
Marthas Vineyard Hospital
1k345988FMV
Nantucket Cottage Hospital
1k1098155FMV
The McLean Hospital Corporation
1k10393323FMV
The MGH Institute of Health Professions
1k818344FMV
The MGH Health Services Corporation
1k61213FMV
The Brigham and Women's Hospital
1k143345921FMV
Brigham and Women's Physicians Organization
1k4204906FMV
Brigham and Women's Faulkner Hospital Inc
1k9857974FMV
North Shore Medical Center
1k34034474FMV
Shaughnessy-Kaplan Rehabilitation Hospital
1k1918368FMV
Newton-Wellesley Hospital
1k21322827FMV
Partners Community HealthCare
1k5930908FMV