2011-08-09T11:00:40-05:00 2010-09-30 Ernst & Young LLP 200 Clarendon Street Boston MA 021165072 990 2009-10-01 042774441 Children's Hospital Corporation CHIL 6173556881 300 Longwood Avenue Boston MA 02115 David Kirshner 6173556881 2011-08-09 1 6172662000 2009 2016-02-24 21:20:13Z David Kirshner 300 Longwood Avenue Boston MA 02115 1546245777 0 X WWW.CHILDRENSHOSPITAL.ORG X 1982 MA Provider of pediatric healthcare, education, research & community service 20 13 10266 1047 75178 -136316 225125915 280671226 1091531647 1073347471 13803252 20620310 18270864 20743483 1348731678 1395382490 3683657 9752792 0 653070751 670316176 1722000 1413857 21543474 595724968 608092799 1254201376 1289575624 94530302 105806866 2665486731 3065308985 1027147898 1212579878 1638338833 1852729107 Children's Hospital Boston is the nation's premier pediatric hospital with a commitment to advancing the health of children worldwide. We serve as the community hospital for the children of Boston, provide specialty pediatric care throughout the region and offer children across the world facing challenging medical issues with access to innovative, life saving care. Children's vision is to advance pediatric care - both in our local neighborhoods and worldwide - through a commitment to innovation and science-based care. All of our activities are driven by four interwoven missions: providing access to high quality, compassionate and innovative clinical care to children, researching new cures and treatments for diseases, training the next generation of pediatric caregivers and improving the health and well being of children with a special emphasis on helping the children of Boston grow and learn in safe, healthy environments. 0 0 831765437 9752792 1002449215 CLINICAL CARE:As one of the largest pediatric hospitals in the U.S. and the only freestanding pediatric hospital in Massachusetts, Children's provides access to safe, high quality healthcare services that meet the unique needs of children and their families, regardless of their ability to pay. The range of services we offer - from well child visits and treatment for typical child health issues (broken bones, tonsillitis, etc.) to chronic care (asthma, diabetes, obesity, etc.) and specialty services (oncology, cardiology, neurology) - benefits from the high level of specialization of our experts, the collaboration with research scientists (many of whom are also physicians) affiliated with the hospital, and the significant investments in equipment, facilities and clinical and support staff. In addition, our team has a deep commitment to setting the bar for quality and safety and exceeding the expectations of our patients and their families for service, undertaking significant investments in each of these areas.On an annual basis, Children's sees: 24,845 inpatients at our hospital; 800 inpatients at satellites; 543,908 outpatients; 55,643 patients in our community health clinic; of these patients, more than 19.4% (CMI > 2.00) can be qualified as clinically complex. Of these patients, more than 37% (patients on Medicaid/Medicare) are considered low income.Children's is the safety net institution for very sick children throughout the region, backing up the entire healthcare system for the most complex pediatric cases. We receive referrals from community hospitals as well as from other academic medical centers. Children's is the single largest provider of care to children enrolled in the Medicaid program, seeing approximately 30% of all pediatric Medicaid discharges statewide, including many of the sickest children. Children's also provides clinical care for the largest number of uninsured children in the state; total free care and losses from Medicaid in FY 2010 were approximately $46 million.Recognizing the difficulties community-based hospitals face in providing specialized pediatric care (which requires significant investments in staff, equipment and training), Children's has expanded its partnerships with community hospitals throughout Eastern Massachusetts. With more than 60 physicians based at 7 community hospitals, we enhance the community's - and the state's - ability to provide access to emergency, neonatal, inpatient and outpatient specialty services for children. Children's also operates three outpatient facilities in Waltham, Lexington and Peabody that offer specialized care in cardiology, gastroenterology, neurology, respiratory diseases, diabetes, orthopedic surgery, urology and other specialties. Each year, Children's advances the quality of the clinical care it provides by recruiting talented new staff, investing in updated equipment and technology, undertaking safety/quality initiatives, supporting community health programs and ensuring that our facilities make the care process easier and more comfortable for all the patients and families we serve. For example:* New facilities support local care delivery*Children's invested more than $22 million to update its facilities on the North Shore, offering parents convenient access to local specialty care services. The new Boston Children's North expands Children's presence on the North Shore from 6,500 square feet to 40,000 square feet, providing increased access to needed care. The new space allowed existing departments, such as Cardiology, Neurology, Orthopedics, Gastroenterology and Sports Medicine to expand. In addition, Boston Children's North is now home to expanded ancillary services, including audiology, nutrition, phlebotomy, speech pathology and imagining services (diagnostic x-ray, fluoroscopy, MRI and ultrasound).* Home Hydration program improves care and quality of life*To minimize unnecessary hospitalizations, nurses from Children's Hospital Boston and Dana-Farber Cancer Institute developed the Home Hydration Program, in which eligible patients receive hydration at home. Standard procedure for patients undergoing some types of chemotherapy is admission to the hospital for hydration, a process in which fluids and a special medication flush harmful agents from the body. It's a simple procedure but can take as many as 48 weeks of hospitalization for patients during the course of their treatments. The program has improved the patient care experience for families, increased inpatient bed availability and reduced preventable hospital stays. * Integrated clinical care and Medical Homes*Children's Hospital Boston is moving to better integrate the care provided by primary care physicians and pediatric subspecialists and to ensure that care is organized around the child's and family's needs. Through CHICO, the hospital and the Pediatric Physicians' Organization at Children's (PPOC) are also working to fully implement the Family-Centered Medical Home model across our network of 75 pediatric primary care practices. The Medical Home model emphasizes the central role of teamwork and engagement of families in their own care, At its core, integrated care is the seamless, coordinated provision of health care services, as seen from the patient's and family's perspective, across the entire care continuum. The Medical Home model is gaining attention nationally because of its demonstrated ability to lower overall health care expenditures while focusing on prevention and community-based primary care. *Cost reduction*Children's is continually working to address healthcare costs while maintaining a focus on quality care delivery by eliminating unnecessary care, moving care to lower cost settings and preventing disease. - Through its home hydration program, headache collaborative and community asthma initiative, Children's is taking new approaches to treatment (both in terms of where the child is treated and how services are offered) that result in both excellent healthcare outcomes and reduced costs to the system.- The Provider-Payer Quality Initiative (PPQI) is a 10-member panel, with equal representation from Children's and the participating insurers, that meets on a regular basis to provide strategic insights on proposed new approaches and models of care.- SCAMPs (Standardized Clinical Assessment and Management Plans) is a framework developed by Children's cardiovascular physicians that uses the best evidence to standardize care plans for many common clinical conditions and then captures data to continually refine the plans. 273723000 0 49639509 RESEARCH:Children's believes we enhance the well-being of the children and families by being the leading source of research and discovery on child health issues, seeking new approaches to the prevention, diagnosis and treatment of childhood and adult diseases.With over $225 million in annual funding and 800,000 square feet of space, Children's is home to the world's largest and most active research enterprise at a pediatric center. The research mission of Children's encompasses basic research, clinical research, community service programs and the postdoctoral training of new scientists. While the NIH is our largest sponsor, Children's has made a significant investment in supporting the research activities with more than $21 million invested to support research programs in 2010.Our investigators hold numerous prestigious honors and awards, including many "research firsts". In our laboratories and clinics, hundreds of scientists seek to identify the factors that contribute to both childhood and adult diseases and to develop effective treatments for them. Our investigators are Harvard Medical School faculty - basic scientists, clinical researchers, and epidemiologists - who are accelerating the pace of medical discovery from brainstorm to bench to bedside. In 2008 our researchers were the first to develop 10 new disease-based stem cell lines by reprogramming adult stem cells that can be used to study treatments for diseases ranging from Parkinson's to Diabetes. Clinicians and researchers at Children's work collaboratively with colleagues throughout the medical community to translate basic science research into applications for clinical care. These projects frequently have applications that go beyond the pediatrics to impact adult care as well. For example: * Creating a better genetic test for autism *A large study from Children's Hospital Boston and the Boston-based Autism Consortium finds that a genetic test that samples the entire genome, known as chromosomal microarray analysis, has about three times the detection rate for genetic changes related to autism spectrum disorders (ASDs) than standard tests. Expectant parents who have family members with ASDs, as well as families who already have an affected child, often request genetic testing. However, there is still only limited knowledge about actual causative genes. The currently recommended tests (karyotyping to look for chromosomal abnormalities and testing for Fragile X, the single largest known genetic cause of ASDs) often come up negative. Chromosomal microarray analysis (CMA) is a genome-wide assay that examines the chromosomes for tiny, sub-microscopic deletions or duplications of DNA sequences, known as copy-number variants. CMA offers about 100-fold greater resolution than standard karyotyping. However, since it is new, it is often considered a second-tier test. Depending on where a person lives, or what insurance they have, CMA may not be covered by health insurance. Based on Children's findings, CMA should be considered as part of the initial clinical diagnostic evaluation of patients with ASDs. * Revealing a possible new strategy in eradicating chemo-resistant leukemia stem cells *About 40 percent of children and up to 70 percent of adults in remission from acute myelogenous leukemia (AML) will have a relapse. In recent years, doctors have come to believe that this is due to leukemia stem cells, endlessly replicating cancer cells that generate the immature blood cells characteristic of leukemia and are resistant to typical cancer treatments. Researchers at Children's Hospital Boston have found a possible way to kill off these cells, and prevent them from initiating a relapse. Leukemia stem cells cannot thrive without a particular cell pathway, known as the Wnt/beta-catenin pathway, suggesting that targeting this pathway may prevent the growth and development of AML.The biggest potential for this study is in suppression of leukemia recurrence by a drug that inhibits beta-catenin. The Children's team zeroed in on beta-catenin as an important player in leukemia stem cells by working with two different types of early blood cells - blood stem cells, which generate all the different types of blood cells, and granulocyte/macrophage-restricted progenitors, more mature, differentiated cells that only generate certain white blood cells. This research suggests that leukemia stem cells need the beta-catenin pathway to survive, and treatments that block this pathway may eradicate the leukemia stem cells and prevent AML patients from having a relapse. * Making strides towards addressing spinal cord injuries * Researchers at Children's were able to induce robust regeneration of nerve tissue connections in injured adult spinal cord sites that control voluntary movement. These findings provide hope that it may be possible to design therapies for paralysis and other impairments of motor function arising from spinal cord injury. In rodent studies, the Children's Hospital Boston, UC Irvine, and UC San Diego team made this breakthrough by turning back the developmental clock in a molecular pathway critical for the growth of nerves in the corticospinal tract. The corticospinal tract is a bundle of nerves connecting the brain and spinal cord. While some degree of nerve regeneration has been achieved in other regions of the mature central nervous system (CNS), adult corticospinal nerves have been particularly resistant to regeneration after injury. 51369000 21119775 TEACHING:Children's has the largest training program for pediatricians and pediatric subspecialist in the country. Over the course of the year, 162 residents, 359 clinical fellows, 500 research fellows and 850 rotating residents/fellows come to Children's from around the world. More importantly, these men and women are selected for their potential leadership in their respective fields and their commitment to advancing the frontiers of pediatric care. In fact, a 24-year analysis of residents who have graduated from our Department of Medicine found that 44 percent go on to become leaders in academic medicine, including positions as deans, chairs and program heads across the country. Over a third of the chiefs of pediatric departments across the country trained at Children's.We train individuals at all parts of the care continuum, including: medical students, interns, residents, fellow, nursing students, community pediatricians and continuing professional education for all of our clinical staff.Children's offers the only training program in Massachusetts for: - Adolescent Medicine; - Neurodevelopmental Disabilities;- Pediatric Cardiology;- Pediatric Hematology/Oncology;- Pediatric Nephrology;- Pediatric Pathology;- Pediatric Surgery;- Pediatric Sports Medicine;- Pediatric Urology.Children's offers the only training program in New England for:- Adolescent Medicine;- Neurodevelopmental Disabilities;- Pediatric Sports Medicine;- Pediatric Urology.Children's has the largest accredited training program in the country for:- Child Neurology;- Pediatric Anesthesiology;- Pediatric Cardiology.In addition, Pediatric Sports Medicine is one of only 9 accredited pediatric sports medicine programs in the country and Neurodevelopmental Disabilities is one of only 7 accredited neurodevelopmental disabilities programs in the country. 6775563 0 COMMUNITY:Children's seeks to improve the health of children and families in our community, through:- Serving as the community's safety net hospital by caring for patients in Massachusetts regardless of their ability to pay and by providing and subsidizing hospital and community-based services that are unavailable or limited elsewhere in the community. - Focusing on the pressing community health needs for Boston families: asthma, mental health, obesity and child development.- Advocating for children to change laws, policies or systems to improve the health of children and families.- Supporting essential community partners in Boston to improve the lives of children and families. * Understanding community needs * The first step in improving the health of the community is "taking the pulse" to discover what local health and health-related issues are most important for families. Children's uses both formal and informal methods to listen and learn from the community to understand the wide-range of community needs and health issues to develop its community benefits action plan. The hospital regularly reviews public health data, participates in community forums, and gains feedback from community residents, patient families, staff and health partners. Through its Community Advisory Board, Children's has a direct link to community expertise. In addition, Children's regularly meets with staff from community health centers and community organizations to strengthen existing relationships and get feedback.Every three years, Children's conducts a comprehensive "audit" to review community resources, assets and challenges. The most recent assessment was completed during 2009. Children's goal was to identify the met and unmet health needs of children in Massachusetts with an emphasis on families in Boston. The findings reaffirmed that asthma, obesity and mental health are priorities. For a copy of the assessment, visit www.childrenshospital.org/communitybenefits or call 617-919-3055.* Serving as a Safety Net* Children's is the leading provider of health care to low-income and underinsured children in Massachusetts. And provides care unavailable elsewhere in the state and sometimes the nation. Children's also treats pediatric patients from Massachusetts regardless of their ability to pay. Children's is also a safety net provider for Boston children. More than half of all Boston children hospitalized come to Children's. This safety net is financial in that the hospital provides free care, subsidizes care for Medicaid patients, and incurs bad debt for patient families who cannot pay for the care they receive. It is programmatic in that Children's offers vital, hospital-subsidized services that are either unavailable elsewhere or available only in very limited capacity, such as mental health, dental and primary care.* A Community Health Leader * Children's focuses its resources on community programs that benefit Boston children and families in order to: address specific health needs as identified by the community; provide needed services in community settings; demonstrate how community initiatives can lead to improved health and quality of life; show that a community approach is cost effective; build community capacity; and develop models that can lead to broader systemic change. The hospital directed most of its community benefits investments toward four health issues of concern for Boston children: asthma, obesity and mental health and child development.Children's Community Asthma Initiative (CAI) has helped to improve the health and lives of 626 Boston children with asthma. The goal is to educate parents and children about how to manage asthma so the child can lead a healthy and active life. The CAI model offers: case-management to help educate families on medication usage, provide them with asthma control supplies and connect them with community resources; home visits to identify and reduce environmental triggers; training and support for parents and caregivers; and advocacy efforts to ensure families can access needed care, support and education. In FY10, the numbers of emergency department visits were reduced by 62% and hospital admissions by 82%. In addition, lost school days were reduced by 40% and parents' missed work days were reduced by 47%. Children's is also increasing access to mental health care through the Children's Hospital Neighborhood Partnerships (CHNP) program. In partnership with 15 Boston schools and five community health centers, CHNP provides intervention services such as individual supportive psychotherapy, psychopharmacology, case management and crisis response; social and emotional prevention programs for small groups and whole classrooms; and capacity building through consultation services. More than 2,598 children have been reached through intervention and prevention services in schools and 313 children were seen for psychiatric services in community health centers. Through Fitness in the City (FIC), Children's aims to build community capacity to help overweight and obese children to eat more nutritiously and be more physically active as well as to identify best practices for obesity prevention. The hospital provides technical and financial assistance to support existing obesity prevention and management programs at 11 Boston community health centers including Martha Eliot Health Center. Services include case-management support and access to culturally appropriate nutrition education and physical activities. Case managers help patients to meet their goals. More than 700 Boston children have participated in the program. FIC has proven effective in helping patients make lifestyle changes to become more active and healthy. Children participating report spending less time watching TV and decreasing their soda/juice intake after 12 weeks in the program. The majoring of children participating have been able to maintain or decrease their Body Mass Index after one year in the program. The Advocating Success for Kids Program (ASK) provides developmental and behavioral screening and case management services to low-income, at-risk children with learning, developmental or behavioral disorders. Families often experience challenges in accessing the consultations and evaluations needed to identify the problems which can impact learning. In addition to providing screenings and assessments, the ASK team partners with families and provides case-management to help them obtain school-based services and provide them with the information needed to become advocates for their children. Last year, over 390 children were seen by the ASK program and 687 consultations and 143 independent evaluations were conducted. For details on the programs mentioned above and other efforts to improve child health in Boston, visit www.childrenshospital.org/communitybenefits. * Community Partnership * Children's aims to address child health disparities and improve the health and well-being of families through its partnerships and efforts to be a good neighbor, health partner and civic leader. To accomplish this, the hospital supports and works with partners in health delivery (community health centers) and with those whose work is health related (community-based organizations, public health agencies, public schools and civic organizations). Community health centers are among our most important partners in addressing community needs.According to public health literature, to address disparities in children, it is also important to focus on four different levels: the individual, community, systemic and societal. Thus, Children's focuses its partners and support for community building activities in the following areas: - Children's supports community based organizations that do not necessarily focus on health issues, but rather on the vibrancy of the community. Our contributions to groups such as the Fenway Community Development Corporation, Sociedad Latina and the Mission Hill Youth Collaborative, are as important as our partnerships with health centers.- As a major employer in Massachusetts and civic leader in Boston, Children's supports a wide-variety of efforts to ensure a diverse and committed health care workforce as well as promote economic health in our surrounding communities. Children's has affiliations and partners on treatment, prevention, health and wellness programs with 11 Boston community health centers including Martha Eliot Health Center. Children's works extensively with the City of Boston, the Boston Public Health Commission and the Boston Public Schools to address the issues of asthma, mental health, obesity and child development. * Child Advocacy * Children's serves as an influential advocate for the children of Boston, Massachusetts and beyond. Children's advocacy efforts are designed to improve the health and well-being of children.Children's is a steadfast advocate for the unique needs of children and families served by the hospital, as well as throughout Massachusetts and beyond. The hospital works with community leaders, organizations and policymakers at the state, city and national levels to advocate for policies that keep children healthy and safe, ensure access to high quality care and foster innovation in pediatric research and clinical care.Children's is also a forceful advocate on appropriate legislative and regulatory matters in Massachusetts, such as increasing access to quality pediatric mental health programs and promoting coverage for asthma education and services. Children's joined with the Massachusetts Society for the Prevention of Cruelty to Children, Health Care for All, Health Law Advocates and the Parent Professional Advocacy League to help improve the mental health care system in the state. Their efforts have been highly successful with the passage of a bill in only one legislative system to reform how mental health care is delivered to children in Massachusetts. Advocates are now focused on the implementation of the bill and identifying gaps in current services. Children's Community Asthma Initiative (CAI) submitted a concept paper to the Office of Medicaid with the help from Children's Office of Government Relations. The goal of the paper suggested that Medicaid use the CAI model to deliver asthma treatment and care to patients throughout the state. At the same time, the team pursued a parallel strategy - working with asthma champions in the State Legislature to develop a payment mechanism that would support improvements in asthma care. For more details on Children's community mission, visit www.childrenshospital.org/communitybenefits. 6775563 1163633000 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 1 671 0 1 10266 0 1 1 0 0 0 1 1 1 1 0 0 0 20 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MA X David Kirshner Treasurer 6173556881 300 Longwood Avenue Boston MA 02115 Stephen Karp 10.00 X 0 0 0 William L Boyan 6.00 X 0 0 0 Allan Bufferd 6.00 X 0 0 0 Douglas Berthiaume 5.00 X 0 0 0 Steven Fishman MD 5.00 X 0 766411 237293 Gary Fleisher MD 5.00 X 0 0 0 Mira Irons MD 5.00 X 0 0 0 James Kasser MD 5.00 X 0 1128505 59845 Harvey Lodish PhD 5.00 X 0 0 0 Gary Loveman 5.00 X 0 0 0 Ralph C Martin 5.00 X 0 0 0 Robert A Smith 5.00 X 0 0 0 Robert Smyth 5.00 X 0 0 0 Alison Taunton-RigbyPhD 5.00 X 0 0 0 Ann Thornburg 5.00 X 0 0 0 Marc B Wolpow 5.00 X 0 0 0 Gregory Young MD 5.00 X 0 0 0 James Mandell MD 60.00 X X 1507790 0 370006 Sandra Fenwick 60.00 X X 1035687 0 276074 Eileen Sporing MSNRN 60.00 X 531876 0 124336 George W Phillips 5.00 X 0 0 0 Paul Hickey MD 5.00 X 0 0 0 David Kirshner 60.00 X 643816 0 139751 Bruce Balter 50.00 X 190904 0 44353 Stuart Novick Esq 60.00 X 539040 0 128713 Dianne Hatfield 50.00 X 94877 0 20827 Demosthenes Argys 55.00 X 338735 0 60360 Carleen Brunelli PhD 55.00 X 354718 0 84503 Janet Cady 55.00 X 535092 0 138161 M Laurie Cammisa 55.00 X 334973 0 75251 Michelle Davis 55.00 X 268461 0 74470 Mark Marcantano 55.00 X 430133 0 80149 Daniel Nigrin MD 60.00 X 492365 0 118928 Inez Stewart 55.00 X 392248 0 88807 Henry Tomasuolo 55.00 X 370928 0 87226 Charles Weinstein 55.00 X 431169 0 102170 Orah Platt MD 60.00 X 431336 0 41468 James Lock MD 60.00 X 0 532016 173214 Robert Shamberger MD 60.00 X 0 738485 380233 George Taylor MD 60.00 X 0 441026 152000 Bruce Zetter PhD 60.00 X 298875 0 28851 Susan Shaw 50.00 X 291232 0 51288 Patricia HickeyPhDMBA 50.00 X 280354 0 40519 Scott Ogawa 50.00 X 299629 0 37654 Patricia BranowickiRN 50.00 X 259016 0 41111 David Demaso MD 60.00 X 328178 0 44017 Nader Rifai PhD 60.00 X 525167 0 93114 Carlo Brugnara MD 60.00 X 422499 0 55213 Francis E Fynn-Thompson 60.00 X 311092 0 36568 Man Wai Ng DDS MPH 60.00 X 298329 0 43291 Donald Ingber MD PhD 60.00 X 292069 0 27873 12530588 3606443 3557637 1290 0 1 0 Wilmer Cutler Pickering Hale & Dorr L PO Box 4550 Boston MA 02212 Legal Services 1919966 NixonPeabody LLP 100 Summer Street Boston MA 02110 Legal Services 1257974 Goulston & Storrs 400 Atlantic Avenue Boston MA 02110 Legal Services 1175106 Ernst & Young LLP PO Box 827006 Philadelphia PA 19182 Audit & Tax Consulting Services 713230 Deloitte & Touche LLP PO Box 7247-6446 Philadelphia PA 19170 Internal Audit & Consulting Services 537105 26 60784 2203277 5187773 159007284 114212108 1132015 280671226 Patient Svc Revenue 621110 1027658428 1027658428 Prog Svc Grants 621110 13001546 13001546 Prof Svc Revenue 621110 8311135 8311135 Lab Revenue 621500 138972 138972 24237390 24237390 1073347471 8336700 -63794 8400494 2100774 2100774 12610213 12610213 12610213 12610213 161682390 517323 149455570 460533 12226820 56790 12283610 12283610 345215 2203277 890851 -545636 -545636 502150 56333 445817 445817 Cafeteria Sales 722210 4588571 4588571 Other General Services 900099 1082109 1082109 EE Parking 812930 461635 461635 6132315 1395382490 1073208499 75178 41427587 8110722 8110722 1362481 1362481 279589 279589 12376334 838730 10873376 664228 511436555 455707052 45290147 10439356 43126397 38299848 3806405 1020144 50042230 44438990 4416540 1186700 53334660 47364348 4707275 1263037 6454631 6454631 1924948 1909419 15529 1455337 1455337 582379 582379 1413857 1413857 151627621 137751115 13690304 186202 722027 536220 40113 145694 80091200 71409289 5341881 3340030 11090507 10030729 750364 309414 63255287 58066918 4343785 844584 3844719 3432808 341167 70744 1123236 927244 92153 103839 27576629 27576629 91482246 90942130 540116 9845596 9160343 685253 Lab/Medical/Pharmacy 120281690 120281690 Uncollectible Accts 17751136 17751136 Uncompensated Care 9963939 9963939 Free Care 8818671 8818671 UBIT Estimated Tax Pymt 201000 201000 1289575624 1163633000 104399150 21543474 371765 515336 20480192 28876609 152512453 148156277 6632129 9731029 4129856 3973904 1671492586 922653262 719403783 748839324 192764538 263561140 314380893 340336423 1254811122 1521318943 2665486731 3065308985 209116106 234505853 27103390 41468340 339325000 465977214 200000000 200000000 251603402 270628471 1027147898 1212579878 X 1002631062 1123123234 346172973 377607758 289534798 351998115 1638338833 1852729107 2665486731 3065308985 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 108057 0 1 80813 1 393509 0 0 582379 0 Part IV, Supplemental Information: Children's Hospital is a section 501(c)(3) organization whose mission is fourfold - to provide the best possible pediatric health care, combining compassion with advanced technical capabilities; to be the leading source of research and discovery, seeking new approaches to the prevention, diagnosis, and treatment of childhood diseases; to educate the next generation of leadership in child health care; and to provide education and healthcare services to the community. In fulfillment of the above mission, the Hospital advocates on behalf of children and the providers who care for them at the State and Federal levels. Professional staff in the Hospital's Office of Government Relations direct these activities and coordinate the work of other Hospital staff who support the advocacy efforts on an intermittent basis. The Hospital has also sent correspondence to and met directly with State and local legislators and officials. The Hospital has also utilized a grassroots network of employees and friends to advocate on behalf of children's health issues. In Fiscal Year 2010, four Office of Government Relations staff members registered with the State as lobbyists, dedicating a portion of their time to lobbying activities. As a result of changes in Massachusetts state law, the Hospital also registered its CEO and its President as lobbyists, although their involvement in these efforts was minimal. Two Office of Government Relations staff members registered as lobbyists at the Federal level. The Hospital utilized the services of three outside consultants in Fiscal Year 2010 in both the Massachusetts General Court and the U.S. Congress. These consultants, on behalf of the Hospital, prepared written materials which are distributed to officials and met with elected and appointed officials. The following is a detailed list of lobbying expenses incurred: Josh Greenberg Registered Lobbyist Children's Hospital personnel $203,951 Lisa Mannix Registered Lobbyist Children's Hospital personnel $35,727 Karen Darcy Registered Lobbyist Children's Hospital personnel $24,476 Maria Fernandes Registered Lobbyist Children's Hospital personnel $12,361 Amy DeLong Registered Lobbyist Children's Hospital personnel $46,946 James Mandell Registered Lobbyist Children's Hospital personnel $6,350 Sandra Fenwick Registered Lobbyist Children's Hospital personnel $2,098 Laurei Cammisa Registered Lobbyist Children's Hospital personnel $0 Ann Langley Consultant Health Policy Strategies 728 Battery Place, Alexandria, VA 22314 $21,600 Michael Spivey Consultant Spivey Harris Health Policy Group 1767 P Street Northwest, Washington, D.C. 20036 $5,000 Joe Grant Consultant Grant Associates 130 Bowdoin Street - Suite 1706, Boston, MA 02108 $35,000 Total Lobbyist/Consultant Expenses = $393,509 Expenses Incurred by the Office of Government Relations for Lobbying Activities = $108,057 Grant to Nat'l Assoc of Children's Hospitals for GME - Related Lobbying Expense = $80,813 TOTAL LOBBYING EXPENSES = $582,379 In addition to Children's Hospital Corporation's direct and listed lobbying expenses, Children's Hospital Corporation pays dues to certain membership organizations, a piece of which may be used by such organizations for lobbying activities on behalf of this institution and other similarly situated organizations. Total direct and indirect lobbying expenditures were minimal and not substantial based on revenues. 474444000 63114000 48022000 18013000 567567000 446887000 22139000 25362000 19944000 474444000 0.00000 1.00000 0.00000 0 0 399348 399348 1085937803 553439050 532498753 494676549 363525815 131150734 90478886 5688397 84790489 748839324 Knott Partners 5577579 F Pequot 1792609 F Wellington - Trust 9415765 F Wellington - Energy 5337989 F Brookside Capital 22814137 F Lone Pine Capital 6889660 F Lone Pinon 2443494 F Liberty Square 316830 F Standard Pacific 9123151 F Highfields Capital 22973008 F Sankaty 9393696 F Davidson Kempner 28431429 F King Street 34407171 F Baupost 30397881 F Fidelity International Stock 14097580 F Fidelity Notes Payable 1658472 F Bain IX Fund 4646023 F Bain X Fund 1206855 F Old Lane 1103192 F SPUR Ventures 1662678 F Lone Cascade 12125141 F Wellington - Emerging Small Cap 9574139 F Wellington - Real Asset 15941194 F Wellington - Diversified Hedge 4564836 F TT International 7821826 F Walter Scott 14068317 F Axiom 10180376 F Emerg. Markets 17794016 F Sanford Bernstein 19566852 F MIT Private Equity Fund 8149490 F Energy Capital Partners 1761284 F Tourmalet Advisors 5099753 F 340336423 Assets Whose Use is Limited: Salary & Other Benefits 9057926 Assets Whose Use is Limited: Under LT Debt Agreements 34654105 Assets Whose Use is Limited: Nuclear Regulatory Commission Escrow 1142876 Assets Whose Use is Limited: Externally Managed Trusts 45056386 Unamortized Bond Issuance Fees 4084631 Net Pledges Receivable 71009009 Due from Parent 1356314010 1521318943 Estimated Final Settlement Due to Third Party Payors & Deferred Revenue 36839250 Salary & Other Benefits 2854632 Funds Held for Others 36654362 Reserve for Medical Malpractice 5055964 Accrued Pension Cost 41341135 Other Liabilities - Miscellaneous 18416096 Lease Obligations 7046526 Interest Rate Swap Liability 122420506 270628471 1395382490 1289575624 105806866 108583408 108583408 214390274 1462093353 7236124 7236124 1454857229 -59474739 -59474739 1395382490 1247703079 0 1247703079 41872545 41872545 1289575624 Part V, Line 4: Description of Intended Use of Endowment Funds: Part V, line 4: The Children's Hospital's investment and spending policies for endowment assets are intended to provide a predictable stream of funding to support Children's Hospital's missions in pediatric patient care, education, research, and community programs. Part V, Line 1b: The Contribution line is comprised of Net Assets Reclassifications of $16,515,000 and Contributions of $46,599,000. Part X: Description of Uncertain Tax Positions Under FIN 48: Part X: There is no FIN 48 footnote in the organization's audited financial statements. Part XI, Line 8 - Other Adjustments: Transfer of Funded Depreciation to Children's Medical Center Corporation: -90104860. Transfer of Funds from Children's Medical Center to Fund Capital Expenditure: XXX-XX-XXXX. Net Unrealized Gain on Sale of Investments: 28102766. Increase in Value of Investments in Limited Partnership Interests: 15031603. Transfer of Prof. Svcs. Surplus from Net Assets to Funds Held for Others: 3199265. Support From Parent: 50168932. Adjustment Of Interest Rate Swap To Fair Market Value: -33778872. Recognition Of Other Than Temporary Losses On Investments: -2119373. Pension Adjustment: -2806841. K-1 CH Pension Plan UBI: 63794. Dividend & Other Income from CRICO not recorded on the books: -2910147. Other Misc. Transfers: 33141. Part XII, Line 4b - Other Adjustments: Prof Med Svcs Revenue Recorded as Funds Held for Others in Audited Fin Stmt: 8311135. Free Care (Reclass From Net Patient Services Revenue on Audited Fin Stmt): 8818671. Expense Netting on Contributions - Reclass: 22490658. Net Transfer of Funded Depreciation and Funded Capital Expenditures: -53599140. Support from Parent: -50168932. Special Event Expenses Reclass: -947184. Pension Adjustment: 2806841. Misc - Other: -33141. K-1 CH Pension Plan UBI: -63794. Dividend & Other Income from CRICO not recorded on the books: 2910147. Part XIII, Line 4b - Other Adjustments: Free care (Reclass from Net Patient Services Revenue on Audited Fin Stmt): 8818671. Special Event Expenses Reclass: -947184. Professional Service Funds Expense: 11510400. Expense Netting on Net Philanthropy - Contribution Reclass: 22490658. 0 Central America & the Caribbean Program Services Clinical Assistance 22179 Central America & the Caribbean Program Services Teaching/Education 17726 East Asia & The Pacific Program Services Research 2432 East Asia & The Pacific Program Services Teaching/Education 91548 Europe Program Services Research 2939 Europe Program Services Teaching/Education 209294 Middle East & North Africa Program Services Teaching/Education 103869 North America Program Services Teaching/Education 117991 South America Program Services Teaching/Education 9484 South Asia Program Services Teaching/Education 4660 Sub-Saharan Africa Program Services Research 1350 Sub-Saharan Africa Program Services Teaching/Education 11801 Central America & the Caribbean Insurance 2989584 0 0 3584857 Ghana Clinical Assistance for Disaster Relief 50261 Medical Supplies FMV Haiti Clinical Assistance for Earthquake Disaster Relief 229328 Medical labor and supplies FMV 2 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: Children's Hospital's employees may travel outside the United States to support its missions in pediatric patient care, education, research, and community services. Business travel, on behalf of Children's Hospital, must follow the Hospital's Travel Policy. The traveler must complete a Travel Expense Report (TER) form, and provide original itemized receipts as supporting documentation. TER form approval is the responsibility of the Manager of the Department/Director/VP in which that activity is budgeted and expensed. In addition, the Department Manager/Principal Investigator/Director/VP is responsible for: - Ensuring that the travel policy and procedures are clearly communicated to all authorized travelers. - Ensuring compliance with all CHB travel policy and procedures, and applicable sponsor guidelines in the case of grant-sponsored activities; including timeliness and proper documentation requirements. - Maintaining supporting documentation of travel activity and expenses for proper record keeping and auditing purposes. - Assuring that proper authorization signatures are documented on the TER form with the understanding that unauthorized expenses and/or personal expenses will not be reimbursed to the traveler. In general, the ordinary and necessary expenses incurred while traveling on hospital business are reimbursable upon presentation and authorization of a completed TER form with original receipts as supporting documentation. Reimbursable expenses include transportation, hotel/lodging, meals and other reasonable expenses incidental to travel. Personal expenses are not reimbursable. Schedule F, Part IV Other Information In addition, Children's is implementing a new institution wide governance structure with respect to legal contracts involving foreign activity to oversee both global health and international medicine. X X X X X X 1 Advanced Marketing Direct Direct mail creative & management 0 1141986 948455 193531 BlueGreen Ventures Website Support 0 587336 87500 499836 Alexander Chisholm Manage and produce Gen C Project 0 37963 171000 -133037 CXO Communication Marketing strategy for Gen C Project 0 37963 21696 16267 Bentz Whaley Flessner & Associates Fundraising counsel 0 0 175206 -175206 Jaime Jaffee Enterprises Long range planning 0 0 10000 -10000 1805248 1413857 391391 CT RI NH VT ME FL NY NJ NV Champions for Children's 2548492 2203277 345215 176361 714490 2548492 2203277 345215 176361 714490 890851 -545636 502150 56333 1 0.76000 502150 56333 56333 445817 MA 1 0 0 0 0.00000 1.00000 David Kirshner CFO Treasurer Childrens Hospital 300 Longwood Ave Boston MA 02115 0 Ethridge King Mr. King, Dir. of Devlopmnt Svc at Children's, was not compensated as a gaming manager. His job includes overseeing any fundraising gaming operations. X 0 1 1 1 X 0 1 0 0 1 1 13959860 3849996 10109864 0.00780 244100561 208567393 35533168 0.02760 258060421 212417389 45643032 0.03540 6775563 6775563 0.00530 32942782 6584806 26357976 0.02040 18036606 14575042 3461564 0.00270 271101000 110284000 160817000 0.12470 1556706 1556706 0.00120 330412657 131443848 198968809 0.15430 588473078 343861237 244611841 0.18970 43 1504463 1504463 0.00120 7 1017383 1017383 0.00080 50 2521846 2521846 0.00200 0 5575047 0 9226713 9250960 -24247 X 1 1 None Children's Hospital Boston

300 Longwood Avenue Boston MA 02115

X X X X X X Facilities below under Children's license Children's Hospital Boston at Waltham

9 Hope Avenue Waltham MA 02453

X X Satellite Facility Martha Eliot Health Center

75 Bickford Streeet Boston MA 02130

X X Community Health Center Children's Hospital at Lexington

482 Bedford Street Lexington MA 02173

X X Satellite Facility Children's Hospital at Peabody

10 Centennial Drive Peabody MA 01960

X X Satellite Facility Children's Clinics at 333 Longwood Ave

333 Longwood Avenue Boston MA 02115

X X Pediatric Clinics Part I, Line 3c: Children's, based on its participation in the state of Massachusetts Health Safety Net, utilizes Federal Poverty Guidelines for determining eligibility for free care to low income individuals. For purposes of discounted care, Children's offers discounts to individuals, regardless of income, who are uninsured and are ineligible for free care or other public programs. Part I, Line 6a: Children's files an annual community benefits report with the Attorney General's Office (AG) in Massachusetts. There are significant differences between the AG and IRS requirements for reporting community benefits expenditures. The IRS counts the following as community benefits while the AG does not: Medicaid shortfalls, indirect costs, health professions education, and research funded by tax-exempt and government sources. Children's AG Report is publicly available on the AG's web site, www.mass.gov/AG and Children's web site, www.childrenshospital.org. Part I, Line 7: Children's used an internal cost accounting system for purposes of reporting certain amounts on Part I, line 7. The system is designed to address all segments of patient care (inpatient, outpatient and emergency) and assigns costs to patients from all payer sources (Medicaid, Medicare, managed care, commercial, uninsured and self-pay). The cost of charity care was determined based on the overall relationship of hospital costs as a percentage of hospital charges, applied to charges that qualified as charity care.Children's provides charity care to all children in need who meet the hospital's charity care standards, which are in alignment with all state mandated regulations.Nearly 30% of children who receive their care at Children's are insured through Medicaid programs in a number of states including Massachusetts. In aggregate, Medicaid programs do not reimburse the hospital for the total costs of providing care to these children.Children's has a strong commitment to improving the health status of the children in our local community. Based on a tri-annual community needs assessment, Children's supports a variety of programs and partners both internal and external that are addressing the needs of Boston children. Children's has also identified four major health focus areas in which it concentrates its efforts. For children in Boston, asthma, mental health, obesity and child development are major concerns. Children's has community based programs in each of these issue areas. The hospital also has an Office of Child Advocacy that provides support to these programs. Children's is a leader in education and training for healthcare professionals. Children's subsidizes services that are either limited or unavailable in the broader community. Examples include psychiatry, primary care, and dental care. Children's is home to the world's largest and most active research enterprise at a pediatric center. Recognizing that Children's does not have the capacity to meet all the needs of the children of Boston, it supports (through financial contributions and in kind services) a large number of community based organizations who are providing these important services. Beneficiaries range from full service community health centers to Head Start programs for pre-school children.For more information, visit www.childrenshospital.org/communitybenefits. Part I, Line 7g: Children's does not subsidize physician services; thus there are none reported in the dollar amount for subsidized health services. Part I, Line 7f: The total bad debt expense of $17,751,136 is included in Form 990, Part IX, line 25 column (A), but subtracted for purposes of calculating the percentage in this column. Part III, Line 4: Children's Audited Financial Statements do not contain a bad debt footnote.Bad debt expense reflects patient charges that have been deemed uncollectible, converted to cost based on the ratio of patient care cost to changes from Worksheet 2. There is not any amount of bad debt reflected as charity care, because it can't be quantified accurately at this time. However, some bad debts would be charity care. Part III, Line 8: Medicare allowable costs are obtained directly from the Medicare Cost Report and are determined in accordance with Medicare principles of reimbursement. Part III, Line 9b: Children's makes reasonable and diligent efforts to collect each patient's insurance and other information and to verify coverage for health care services. Children's applies collection actions to all patients in the same manner, irrespective of their insurance status. Children's does not (and does not permit its agents to) engage in collection action of any kind, including billing, with respect to patients/guarantors that are exempt from collection action under Children's Credit and Collection Policy and under Massachusetts regulations governing the Health Safety Net program. All patients/guarantors who are not exempt from collection action are advised in all billing-related communications of the availability of free care and financial assistance, including assistance in applying for public programs and the availability of charity care. Children's does not (and does not permit its agents to) engage in legal action against patients/guarantors, including liens, wage garnishments, or lawsuits, or report patients/guarantors to credit bureaus or credit agencies without specific, case-by-case authorization by Children's Board of Trustees. No legal action occurred during the year. Children's Credit and Collection Policy is filed with the Massachusetts Division of Health Care Finance and Policy. That policy and related policies on Self-Pay Discounting and Charity Care and Self-Pay Collection Practices are also available to patients upon request. Part VI, Line 2: Children's is committed to assessing the health needs of children and families living in the communities surrounding the hospital's main campus. Children's utilizes formal and informal mechanisms to listen and learn from residents as well as hospital staff, key stakeholders, community leaders and advocates. The hospital conducts a formal, comprehensive assessment every three years. Children's most recent formal assessment was completed in FY09 and the next will be planned for FY12. Informally, the hospital gathers information, encourages community participation and seeks input from families and partners on a regular basis. Based on the information gathered, the hospital develops a community benefit action plan for how it can best address those needs and effectively utilize its expertise and resources. A key component of the hospital's assessment is the input and guidance from the hospital's Community Advisory Board and Board Committee on Community Service. Children's also conducts ongoing yet less formal means of assessment to inform the hospital's community efforts. For more information, visit www.childrenshospital.org/communitybenefits. Part VI, Line 3: Children's provides patients with information about financial assistance programs that are available through the Commonwealth of Massachusetts or through the hospital's own financial assistance program. All patients/guarantors who do not qualify for free care and thus are not exempt from collection action are advised in all billing-related communications of the availability of free care and financial assistance, including assistance in applying for public programs and the availability of charity care.For those patients that request financial assistance, Children's assists patients by screening them for eligibility in an available public program and assisting them in applying for the program. All patients/guarantors who are not exempt from collection action are advised in all billing-related communications of the availability of free care and financial assistance, including assistance in applying for public programs and the availability of charity care. The screening and application process for a financial assistance programs is done through either the Virtual Gateway (which is an internet portal designed by the Massachusetts Executive Office of Health and Human Services to provide an online application for the programs offered by the state) or through a standard paper application. All Virtual Gateway and paper applications are reviewed and processed by the Massachusetts Office of Medicaid. Hospitals have no role in the determination of program eligibility made by the state, but at the patient's request may take a direct role in appealing or seeking information related to the coverage decisions. Part VI, Line 4: As one of the largest most comprehensive pediatric medical centers in the U.S., Children's is a regional, national and global referral center. Approximately 20% of inpatients come from out of state or out of the country because of the complex care Children's is able to provide. Children's is also considered the primary community hospital for the children of Boston and the largest provider of pediatric care to low-income families in the state. Approximately 30% of Children's patients are covered through Medicaid/CHIP including a significant number insured by out-of-state Medicaid programs. State-wide, it is estimated that Children's treats 90% of the sickest children in Massachusetts.Children's main campus is located in Boston, a racially and ethnically diverse city, which is home to nearly 620,000 people. A wide range of ethnic backgrounds and countries of origin can now be found in Boston's population and people of color make up the majority of the City's population. Approximately 115,000 children in the age of 18 live in Boston representing 20 percent of the population. Children mirror Boston's emergence of "majority minority" diversity; 37 % of Boston's children are Black, 24% are Hispanic, 7% are Asian/Pacific Islander, 4% are multi-racial and 3% are other. An estimated 26% of Boston's children live in poverty. Part VI, Line 5: In FY10, Children's reported two types of community building activities: $1.5 million for 43 community support programs and $1 million for community health improvement advocacy. Children's community building activities are designed specifically to address heath disparities and improve the health of children, families and communities. According to public health literature (see Ambulatory Pediatrics and Health Affairs), initiatives that address disparities for children across four different levels: the individual, systemic, community and society can lead to meaningful improvements in health.As described in Form 990, Part III Program Service Accomplishments, Children's takes a multi-pronged approach to tackle the most pressing health issues facing Boston children. At the same time, Children's addresses the underlying issues that can cause and/or exacerbate these issues such as environmental, societal and economic factors, which are as important as a child's health. Therefore, Children's directs its community building activities in the following areas: - Children's advocacy efforts to improve health because it can enhance an individual's ability to access health care and ensure high-quality of services.- As a major employer in Massachusetts and civic leader in Boston, Children's supports efforts to ensure a diverse and committed health care workforce as well as promotes economic health in the surrounding communities. - To improve life in local neighborhoods, Children's has targeted support towards community based organizations that do not focus specifically on health, but rather on the vibrancy of the community. Contributions to groups such as the Fenway Community Development Corporation and Sociedad Latina are as important as partnerships with community health centers.For more information, visit www.childrenshospital.org/communitybenefits. Part VI, Line 6: As the only free-standing children's hospital in the state, Children's treats 90% of the sickest kids in Massachusetts and offers a range of services that are unavailable elsewhere in the region, including pediatric transplants, critical care transport services, a level 1 Pediatric Trauma Unit and a level 3 Neonatal Intensive Care Unit. Children's also qualifies for DSH payments as the state's largest provider of pediatric care to low-income families. Approximately 30% of its patients are covered by Medicaid, including patients insured by out-of-state Medicaid programs. In addition, Children's has an open medical staff model. Children's is also a leader in education and training for healthcare professionals. It sponsors 38 Accreditation Council for Graduate Medical Education-accredited training programs, one American Dental Association accredited training program and 15 non-accredited subspecialty fellowships with 476 residents/clinical fellows enrolled in these programs. Children's partners with 27 schools of nursing throughout Massachusetts and New England to provide clinical experiences in pediatrics. Children's offers a variety of continuing education courses designed for health care professionals in pediatric practice. The courses are accredited by the Office of Continuing Education at Harvard Medical School and each hour of instruction is approved for Category 1 credits towards the AMA Physician's Recognition Award. Topics include autism, eating disorders, sports injuries, endometriosis, substance abuse, concussions, strabismus, Type II Diabetes and vascular anomalies. Children's also offers half-day programs titled Pediatric Health Care Summits that are held at local hospitals, such as Beverly Hospital, Lawrence General and South Shore Hospital (Weymouth). Additionally, Children's partners with area community hospitals such as Good Samaritan Medical Center, Holy Family, Lawrence General, South Shore, St. Anne's and St. Joseph's to sponsor Community Hospital Pediatrics Grand Rounds with monthly lectures provided by faculty in medical and surgical sub-specialties. Children's also operates "Career Opportunity Advancement Children's Hospital", a seven-week program for Boston youth to explore health care careers while having a safe and meaningful summer and the program "Student Career Opportunity Outreach Program", designed by Children's nurses to introduce young people to nursing career opportunities. Children's is home to the world's largest and most active research enterprise at a pediatric center. Children's research mission encompasses basic research, clinical research, community service programs and the postdoctoral training of new scientists.Children's has a twenty person voluntary Board of Trustees. Twelve of the Board members are not direct employees of the hospital and all of them live in the hospital's service area. The Board oversees the hospital's endowment and follows a 5% spending rule in keeping with the industry standard of the responsible management of assets. Reserves are invested back into patient care, teaching, research, patient safety and quality initiatives, equipment, facilities, community benefits and to subsidize vital services that run a deficit. Part VI, Line 7: Although Children's does not have true affiliates as defined by the IRS, it does have other affiliations. As the largest pediatric referral center in the region, Children's maintains a variety of relationships with community hospitals and other smaller pediatric programs throughout New England. These relationships include seven community hospitals in eastern Massachusetts where Children's physicians have formal arrangements to provide on-site emergency medicine, inpatient, neonatal and/or outpatient pediatric specialty services. Children's also owns and operates four outpatient facilities in Waltham, Lexington, Peabody, and Jamaica Plain that offer access to pediatric specialty care in a wide array of subspecialties. Children's provides assistance to other pediatric facilities (Hasbro, RI, Dartmouth Hitchcock, NH, and Boston Medical Center) in the region through training, recruitment, consultations, on-site care and referrals for care that is not otherwise available.In addition, the Pediatric Physicians' Organization at Children's brings together pediatricians, pediatric medical groups and pediatric specialists at Children's. MA 1 ABC (A Better City) 33 Broad Street Boston MA 02109 043036987 501(c)(6) 10000 FMV Support efforts of Boston Business Communities Action for Boston Community Development Inc 178 Tremont Street Boston MA 02111 042304133 501(c)(3) 5000 FMV Community Partnership America Scores New England 150 Mt Vernon Street Suite 2 Dorchester MA 02125 043482756 501(c)(3) 10800 FMV Community Partnership The Fund For Boston Neighborhoods Inc One City Hall Square Room 932 Boston MA 02201 046185609 501(c)(3) 100000 FMV Support of Boston's Bike Share program Boston Center for Community and Justice 5 Broad Street Boston MA 02109 141934022 501(c)(3) 6000 FMV Community Partnership Boston Community Centers Inc 1483 Tremont St Boston MA 02120 042602576 501(c)(3) 25000 FMV Community Partnership - Boston Center for Youth & Families Boston Medical Center 88 East Newton St Boston MA 02118 043314093 501(c)(3) 104706 FMV Community Partnership - SPARKS Program Boston Public Health Commission 1010 Massachusetts Ave Boston MA 02118 043316655 115 275000 FMV Community Partnership Boston Public Schools 26 Court St 6th Fl Boston MA 02108 222514422 115 36000 FMV Community Partnership Bowdoin Street Health Center Inc 230 Bowdoin Street Boston MA 02122 042529788 501(c)(3) 80000 FMV Support of Community Health Center Brigham & Women's Hospital Inc 75 Francis Street Boston MA 02115 042312909 501(c)(3) 60000 FMV Support of Brookside Community Health Center Boston Educational Development Foundation Inc 26 Court St 6th Fl Boston MA 02108 222514422 501(c)(3) 87000 FMV Support of City of Boston's Initiatives - Countdwon to Kindergarten Fenway Community Development Corporation 73 Hemenway Street Boston MA 02115 042666507 501(c)(3) 47000 FMV Community Partnership Friends of Ramler Park Inc PO Box 231143 Astor Station Boston MA 02123 043484629 501(c)(3) 10050 FMV Community Partnership Friends of the Children's Trust Fund Inc 55 Court Street 5th Floor Boston MA 02108 043123184 501(c)(3) 10000 FMV Community Partnership Advocacy Support PRESIDENT AND FELLOWS OF HARVARD COLLEGE 124 Mount Auburn Street Cambridge MA 02138 042103580 501(c)(3) 5000 FMV Community Partnership - Harvard Medical School Joseph M Smith Community Health Center Inc 287 Western Avenue Allston MA 02134 237221597 501(c)(3) 45000 FMV Support for the Community Health Canter Community Service Care Inc 295 Center Street Jamaica Plain MA 02130 042754281 501(c)(3) 15000 FMV Community Partnership - JP Coalition Massachusetts Public Health Association 434 Jamaica Way Jamaica Plain MA 02130 042326503 501(c)(3) 7500 FMV Community Partnership Massachusetts Society for the Prevention of Cruelty to Children 99 Summer Street Boston MA 02110 042103596 501(c)(3) 27500 FMV Advocacy Support Mattapan Community Health Center 1425 Blue Hill Ave Mattapan MA 02426 042544151 501(c)(3) 100000 FMV Support of the Community Health Center Mission Hill Community School Council Inc 1481 Tremont Street Boston MA 02120 043103865 501(c)(3) 5000 FMV Community Partnership - Mission Holl Youth Collaborative Peer Health Exchange Inc One Beacon Street 31st Floor Boston MA 02108 562374305 501(c)(3) 6000 FMV Community Partnership Project Hip Hop Inc 2181 Washington St 315 Roxbury MA 02119 043574567 501(c)(3) 9110 FMV Community Partnership Roxbury Comprehensive Community Health Center Inc 35 Warren Street Roxbury MA 02119 042501921 501(c)(3) 65000 FMV Support of the Community Health Center YMCA of Greater Boston inc 316 Huntington Avenue Boston MA 02115 042103551 501(c)(3) 15250 FMV Community Partnership - Roxbury YMCA Family Nurturing Center of Massachusetts Inc 200 Bowdoin Street Dorchester MA 02122 311626186 501(c)(3) 150000 FMV Support of City of Boston's Initiatives - Smart from the Start Sociedad Latina Inc 1530 Tremont Street Roxbury MA 02120 042678255 501(c)(3) 21000 FMV Community Partnership South Cove Community Health Center Inc 145 South Street Boston MA 02111 042501818 501(c)(3) 80000 FMV Support of the Community Health Center South End Community Health Center Inc 1601 Washington Street Boston MA 02118 042456134 501(c)(3) 60000 FMV Support of the Community Health Center Brigham & Women's Hospital Inc 75 Francis Street Boston MA 02115 042312909 501(c)(3) 60000 FMV Support of Southern Jamaica Plain Community Health Center Spontaneous Celebrations Inc 45 Danforth Street Jamaica Plain MA 02130 013253364 501(c)(3) 15000 FMV Community Partnership Dimock Community Health Center Inc 55 Dimock Street Roxbury MA 02119 043487835 501(c)(3) 70000 FMV Support of the Community Health Center The Hyde Square Task Force Inc 375 Centre Street Jamaica Plain MA 02130 043118543 501(c)(3) 16000 FMV Community Partnership United Way of Massachusetts Bay Inc 51 Sleeper Street Boston MA 02120 042382233 501(c)(3) 60000 FMV Support of City of Boston's Initiatives - Thrive in Five BENEVOLENT FRATERNITY OF UNITARIAN CHURCHES 10 Putnam Street Roxbury MA 02119 042105897 501(c)(3) 5000 FMV Community Partnership - Unitatian Universalist Urban Ministry Upham's Corner Community Center Inc 500 Columbia Road Dorchester MA 02125 042708670 501(c)(3) 55000 FMV Support of the Community Health Center Whittier Street Health Center Committee Inc 1125 Tremont Street Roxbury MA 02120 042619517 501(c)(3) 57500 FMV Support of the Community Health Center Boys and Girls Club of Boston Inc 115 Warren Street Roxbury MA 02119 042103922 501(c)(3) 15000 FMV Community Partnership - Yawkey Club of Roxbury 38 1 Sibylla Orth Young Fund for Student Aid 13 22600 FMV Nursing Education Scholarship Fund 7 23577 FMV Joshua T. Shairs Cardiology Fund 2 2000 FMV Car Seat Program 460 27944 FMV Car seats Frieze Social Work Fund 2856 338305 FMV Hellenic Cardiac Fund for Children 17 512949 FMV Medical and housing assistance Hall Social Work Fund 167 11786 FMV Camp Fund 115 50329 FMV Social Work Discretionary Fund 320 11588 FMV Andre Sobel River of Life Foundation Fund 31 52259 FMV Kent Street Operating Fund 408 2000 FMV Activity supplies and food Devon Nicole House Operating Fund 368 2000 FMV Activity supplies and food Walsh CF Social Work Fund 58 2776 FMV Pet Therapy Program Fund 973 0 0 Other Theurapeutic dog visits made to inpatients Brandano Parent Apartment Fund 492 22651 51624 FMV Supplies for patient and families Matthew Puffer Parking Fund 17 1531 FMV Green Orthopaedic Equipment Fund 22 9973 FMV Sandra & Geoffrey Fenwick Family Income Fund 275 9765 FMV Memorial services and grief conference; room fees & food Patient Care Support Services Income Fund 17027 7674 FMV A. Shuman Clothing Fund 170 1656 FMV Clothing Extraordinary Needs Fund 1487 98150 FMV H1N1 Vaccinations 3647 91148 Book Labor and supplies for H1N1 vaccination clinics provided to public & community Judith Nelson Operating Fund For Families 830 1696 6500 FMV Museum passes for families Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Children's Hospital provides three types of grants and assistance: (1) Sponsorships, (2) Scholarships, and (3) Assistance Programs. SPONSORSHIPS: Children's supports external strategic partners that enhance Children's role and reputation as (1) a good neighbor; (2) community health partner; (3) civic leader; (4) and an employer of choice. The criteria for Children's funding decisions to the requesting organization are based on the following: 1. a non-profit that promotes careers in healthcare or health services and that Children's has collaborated, or is collaborating, with 2. a non-profit located in and serving Children's target neighborhoods (Fenway, Mission Hill, Jamaica Plain, Roxbury) that address social determinants of health and that Children's has collaborated, or is collaborating, with 3. one of Children's Hospital's affiliated community health centers 4. a citywide non-profit that is a strategic partner in one or more of the Children's primary community health focus areas (asthma, mental health, nutrition/fitness, violence prevention) and that Children's has collaborated, or is collaborating, with 5. a citywide non-profit that is a strategic partner in one or more of Children's secondary community health focus areas (early intervention, early childhood/elementary education,) that Children's has collaborated, or is collaborating, with 6. a business , civic, or advocacy strategic partner that senior management is actively engaged in 7. meets the IRS and the Massachusetts Attorney General's community support or community benefit criteria 8. meets the City of Boston eligibility as a "payment in lieu of taxes' investment Records and copies of sponsorship requests and the resulting grants are kept in paper form in the Office of Child Advocacy. All sponsorships requests are commonly for general operating support. All sponsorship is sent a letter that reiterates the stated use of the grant or assistance and with any Community Partnership Grants, representatives of Children's make site visits to many of the grantees and request end-of-year reports. SCHOLARSHIPS: Children's Hospital offers several scholarship programs to support the educational goals of its employees and/or their immediate families. The Sibylla Orth Young Scholarship is available to employees and their immediate families who have worked at least six months and meet income and grade point average guidelines as well as demonstration of sincere commitment to the healthcare profession. Priority will be given to those pursuing careers in healthcare positions experiencing labor shortages (e.g., radiographer, pharmacy technician, clinical lab technician, nursing). Sibylla Orth Young Scholarship applications are reviewed and maintained by the Office of Learning and Development selection committee. The Nursing Education Scholarship is available to deserving nurses to further his or her education in patient care and the Joshua T. Shairs Cardiology Fund is a scholarship for nurses in the field of cardiology. All nursing scholarship applicants must have worked at least three months, be enrolled in an academic program leading to a degree, demonstrate a commitment to the patient care and be in good standing, both professionally and academically. Scholarships applications for the Nursing Education Scholarships and Joshua T. Shairs Cardiology Funds are reviewed and maintained by the Department of Nursing/Patient Services selection committee. All scholarship recipients are required to sign a Terms of Acceptance agreement affirming the funds will only be used for tuition, fees and/or class materials required for course instructions. ASSISTANCE PROGRAMS: Children's Hospital offers several financial assistance programs to provide funding to patients and their families burdened by the costs associated with long-term hospitalization, acute/chronic illness, disability or impairment. We recognize the significant burdens related to financial and support services that patients and families face when experiencing frequent ambulatory services or prolonged inpatient admissions at Children's Hospital Boston. These funds are primarily intended for use in emergent situations, and as a stop-gap intervention only. They are not intended to provide permanent or long term solutions to financial need. Essentially, these are funds of "last resort" when alternative options do not exist. Below is a listing of our various Assistance Program Funds: Car Seat Program - assist families with their car seat needs, education and installations. Frieze Social Work Fund - provide broad financial assistance to needy children and families during their illness or hospitalization at Children's Hospital. Hellenic Cardiac Fund For Children - provide financial assistance pertaining to the treatment and care of cardiac patients of Greek descendent and their parents (expenses may include room and board etc). Hall Social Work Fund - provide meals to needy patients and their families. Camp Fund - support social service's summer camp program for patients. Social Work Discretionary Fund - support of the social service department's activities. Andre Sobel River Of Life Foundation Fund - to support functionally single parents & provide broad support to needy children and their families during their illness/hospitalization at Children's Hospital by releiving financial burdens. Kent Street Operating Fund - support patient family housing at Kent Street. Devon Nicole House Operating Fund - support patient family housing at Devon Nicole House. Walsh CF Social Work Fund - provide for the unmet financial needs of Cystic Fibrosis patients and their families. Pet Therapy Program Fund - provide pet therapy for patients. Brandano Parent Apartment Fund - to provide housing for needy parents of children receiving treatment at Children's Hospital. Matthew Puffer Parking Fund - provide discounted parking for patient families whose children are being treated for chronic diseases. Green Orthopaedic Equipment Fund - provide orthopaedic equipment for needy children. Sandra & Geoffrey Fenwick Family Income Fund - support for the Center for Families especially needy patients. Patient Care Support Services Income Fund - patient care support services for needy patients and their families. A. Shuman Clothing Fund - provide financial support for the purchase of clothing for patients. Extraordinary Needs Fund - cover immediate desperate needs of parents to include access to alternative therapeutic interventions. H1N1 Vaccination Clinic - provide vacciantions to community in response to the H1N1 pandemic. Judith Nelson Operating Fund For Families - provide support for The CHB Center For Families. All financial assistance requests are assessed by a social worker. If there appears to be significant financial hardship, the social worker does a financial assessment based on the policies and guidelines for the use of these special funds. Typical requests include assistance with transportation, utilities (a child cannot be discharged without adequate heat, electricity, telephone contact in the home), etc. Each request is reviewed by the Director of the Fund. Checks are not payable to the family, rather a payment may be made directly to the company involved via an invoice from that company, e.g., National Grid. Assessment considerations for Special Fund requests are based on: * Duration of Need * Demographic * Family Status * Income Factors * Clinical Factors * Alternate Resources Available * Funding Limits X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Steven Fishman MD 0 500894 0 0 0 265517 0 181613 0 55680 0 1003704 0 0 James Kasser MD 0 360000 0 246300 0 522205 0 49000 0 10845 0 1188350 0 0 James Mandell MD 729125 0 354500 0 424165 0 333200 0 36806 0 1877796 0 328375 0 Sandra Fenwick 523079 0 259000 0 253608 0 250950 0 25124 0 1311761 0 239750 0 Eileen Sporing MSNRN 380772 0 74100 0 77004 0 103089 0 21247 0 656212 0 74055 0 David Kirshner 445663 0 107800 0 90353 0 113637 0 26114 0 783567 0 102779 0 Bruce Balter 161714 0 6500 0 22690 0 27141 0 17212 0 235257 0 1625 0 Stuart Novick Esq 378856 0 93900 0 66284 0 104487 0 24226 0 667753 0 88871 0 Dianne Hatfield 80715 0 500 0 13662 0 9021 0 11806 0 115704 0 125 0 Demosthenes Argys 250332 0 43333 0 45070 0 47750 0 12610 0 399095 0 0 0 Carleen Brunelli PhD 250283 0 57300 0 47135 0 62429 0 22074 0 439221 0 52285 0 Janet Cady 328407 0 128400 0 78285 0 118424 0 19737 0 673253 0 115291 0 M Laurie Cammisa 248499 0 37100 0 49374 0 65485 0 9766 0 410224 0 36553 0 Michelle Davis 204025 0 28600 0 35836 0 53250 0 21220 0 342931 0 28631 0 Mark Marcantano 312409 0 65800 0 51924 0 56278 0 23871 0 510282 0 60759 0 Daniel Nigrin MD 334110 0 80300 0 77955 0 98392 0 20536 0 611293 0 76522 0 Inez Stewart 298255 0 41850 0 52143 0 65150 0 23657 0 481055 0 41688 0 Henry Tomasuolo 263710 0 59600 0 47618 0 62244 0 24982 0 458154 0 54581 0 Charles Weinstein 304723 0 64502 0 61944 0 71823 0 30347 0 533339 0 59484 0 Orah Platt MD 402138 0 16250 0 12948 0 35285 0 6183 0 472804 0 4063 0 James Lock MD 0 521312 0 0 0 10704 0 146654 0 26560 0 705230 0 0 Robert Shamberger MD 0 637650 0 10500 0 90335 0 316288 0 63945 0 1118718 0 0 George Taylor MD 0 391958 0 32513 0 16555 0 131085 0 20915 0 593026 0 236737 Bruce Zetter PhD 285395 0 500 0 12980 0 27038 0 1813 0 327726 0 125 0 Susan Shaw 224033 0 6500 0 60699 0 34266 0 17022 0 342520 0 1625 0 Patricia HickeyPhDMBA 240924 0 6500 0 32930 0 34150 0 6369 0 320873 0 1625 0 Scott Ogawa 240721 0 26500 0 32408 0 31218 0 6436 0 337283 0 6625 0 Patricia BranowickiRN 208790 0 6500 0 43726 0 29202 0 11909 0 300127 0 1625 0 David Demaso MD 310412 0 500 0 17266 0 26950 0 17067 0 372195 0 125 0 Nader Rifai PhD 410351 0 104850 0 9966 0 75805 0 17309 0 618281 0 2734 0 Carlo Brugnara MD 401348 0 9850 0 11301 0 38087 0 17126 0 477712 0 2388 0 Francis E Fynn-Thompson MD 310139 0 500 0 453 0 19248 0 17320 0 347660 0 0 0 Man Wai Ng DDS MPH 297086 0 500 0 743 0 26950 0 16341 0 341620 0 0 0 Donald Ingber MD PhD 281951 0 500 0 9618 0 27038 0 835 0 319942 0 0 0 Part I, Line 1a Part I, Line 1a: The CEO & COO receive gross up payments for the vehicle lease value of the executive's car. Executives receive gross up payments for the reimbursement of health club memberships/fitness. These gross up benefits will be eliminated as of January 1, 2010. Part I, Line 4a Children's Hospital made contributions to the supplemental non-qualified retirement plan for the individuals listed below. Contribution amounts are generally based on a percentage of compensation. Participants of the supplemental executive retirement plan are fully vested. All payments with respect to a participant's separation from service will be made in a single sum following the separation from service unless participant has elected to receive the accrued interest portion of his or her account in three annual installments. Contributions were for employee benefits and not for Children's Hospital Trustee or Officer of the Board services and/or responsibilities. James Mandell, MD, received in 2009, a contribution of $365,020. Sandra Fenwick, received in 2009, a contribution of $198,164. David Kirshner, received in 2009, a contribution of $51,258. Stuart Novick, received in 2009, a contribution of $40,881. Eileen Sporing, received in 2009, a contribution of $38,591. Demosthenes Argys, received in 2009, a contribution of $14,300. Carleen Brunelli, received in 2009, a contribution of $21,407. Janet Cady, received in 2009, a contribution of $39,011. M. Laurie Cammisa, received in 2009, a contribution of $18,758. Michelle Davis, received in 2009, a contribution of $12,276. Mark Marcantano, received in 2009, a contribution of $29,480. Daniel Nigrin, MD, received in 2009, a contribution of $33,824. Inez Stewart, received in 2009, a contribution of $25,193. Henry Tomasuolo, received in 2009, a contribution of $23,590. Charles Weinstein, received in 2009, a contribution of $28,266. James Kasser, MD, a Trustee of Children's Hospital, is employed by the Children's Orthopaedic Surgery Foundation, Inc., a related organization. The Children's Orthopaedic Surgery Foundation, Inc., established a nonqualified severance benefit plan to supplement the severance, death or disabilty benefits for certain employees. Under this plan, the liabilty owed to Dr. Kasser as of June 30,2009 was $447,480. The liabilty owed is for employee benefits for services with the Children's Orthopaedic Surgery Foundation, Inc. not for Children's Hospital Trustee services and/or responsibilities. Supplemental Information Part III Part II: Compensation is for executive/employee services; Part II, Column F (Compensation Reported in Prior Form 990): The compensation reported in Part II, column B, of this Schedule J (Form 990) is for the calendar year 2009 and a portion of it may have already been reported on a prior year Form 990 as deferred compensation. Compensation amounts in Column F reflects the compensation already reported in a prior return and needs to be taken into consideration to correct the overstatement of the cumulative compensation reported as paid to the individuals listed. MHEFA Revenue Bonds Series M 042456011 57586EMT5 2009-11-19 124329713 Purchase of medical office bldg, renovation & leasehold improvements 0 0 MHEFA Revenue Bonds Series N 042456011 57586EUJ8 2010-05-13 341590000 Refunded Series G, H, I, J & K 0 0 124329713 34654105 1829713 87845895 2011 0 0 0 1 34159000 339564138 2025862 1 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 1 0 1 1 Goldman Sachs Mitsui Marine 30.000000000000 0 0 0 1 Waters Corporation Trustee 321135 Equipment Children's Hospital Corporation received, at fair market value, equipment & supplies from Waters Corporation, where Douglas Berthiaume, a member of the hospital's Board of Trustees, is the Chief Executive Officer. All transactions above were at fair market value and negotiated at arms length in the ordinary course of business. During the year the hospital paid Waters Corporation $321,135 for equipment & supplies. 0 James Lock MD Key Employee 198760 RoyaltyPursuant to Children's Hospital Intellectual Property Policy, Dr. Lock received a royalty payment, from licensed and royalty fees that the Hospital receives for his invention, in the amount of $198,760. 1 CRICO Director 13432740 InsuranceThe Risk Management Foundation of the Harvard Medical Institutions, Inc (CRICO/RMF) is the patient safety and medical malpractice company serving the Harvard medical community. Insurance coverage is provided to its member institutions and their affiliates by Controlled Risk Insurance Company, Ltd (CRICO/Cayman) and Controlled Risk Insurance Company of Vermont, Inc (A Risk Retention Group) (CRICO/Vermont). Both CRICO/RMF and CRICO/Cayman are owned by their member Institutions. CRICO/Vermont is wholly owned by CRICO/RMF. All CRICO/RMF and CRICO/Cayman shareholders are entities exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Members of CRICO/RMF and CRICO/Cayman are entitled to representation on the boards of these entities. Alan Bufferd, Trustee of Children's Hospital Corporation, sits on the Boards of CRICO/RMF, CRICO/Cayman and CRICO/Vermont. See next item for continuation. 0 CRICO Director 0 InsuranceJames Mandell, MD, Chief Executive Officer of Children's Hospital Corporation, sits on the Board of CRICO/RMF and CRICO/Cayman. Children's Hospital pays these entities for insurance for Children's Hospital and its affiliates for the period covered by this filing. Children's Hospital paid a total of $13,432,740 to CRICO and RMF for insurance coverage. 0 X 4 122550 Market Value per Donor X 20967 Market Value per Donor X 40 786972 Mean Value on Gift Date X 31 24543 Market Value per Donor X 5 15817 Market Value per Donor X Travel/Dining 85 153687 Market Value per Donor X Gift Cert 10 7479 Market Value per Donor X Market Value per Donor 3 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): Schedule M, Part I, Column (b): For publicly traded securities, the Hospital records any shares gifted from a single donor on the same date as a single contribution transaction (e.g. one gift receipt issued for multiple stock lots). For all other categories, the Hospital records any items gifted from a single donor on the same date as a single contribution transaction (e.g. one gift receipt issued for multiple items). Third Party Use: Part I, Line 32b: Schedule M, Line 32b: The Hospital uses an event management firm to assist in processing non-cash donations received for an event auction. Non Reporting of Revenue: Part I, Line 33: Schedule M, Line 33: In addition to these contributions, the Hospital may receive items such as books, stuffed animals and video games that are donated to the units - these items are de minimus and values are not available so they are not reported in revenues. Form 990, Part VI, Section A, line 6 Children's Medical Center Corporation is the sole Member of the Children's Hospital Corporation. Form 990, Part VI, Section A, line 7a Children's Medical Center Corporation is the sole Member of the Children's Hospital Corporation. The Children's Medical Center Corporation elects the governing body of Children's Hospital Corporation because the Board of Trustees of Children's Hospital Corporation must consist of the persons who serve from time to time as the trustees of The Children's Medical Center Corporation. Form 990, Part VI, Section A, line 7b Children's Medical Center Corporation is the sole Member of the Children's Hospital Corporation ("the Hospital"). As stated in the Hospital's By Laws, Children's Medical Center Corporation has the powers and rights: - to approve proposed operating and capital budgets of the Hospital; - to approve the sale of all or substantially all of the Hospital's assets; - to approve the establishment of all long-range plans, goals and objectives of the Hospital; - to approve any incurrence of long-term indebtedness by the Hospital; - to set executive compensation. Form 990, Part VI, Section B, line 11 The Form 990 tax return was prepared by the organization's staff and reviewed by management (including the President, Chief Executive Officer, Chief Financial Officer, Legal and other relevant departments of the organization), along with the outside accounting firm of Ernst & Young. The Form 990 tax return was then presented to the Children's Medical Center and affiliates' Audit & Compliance Committee. Also, a copy was made available to the Board before filing. Form 990, Part VI, Section B, line 12c The Hospital's conflict of interest policy applies to all trustees, members of the medical staff and employees of the Hospital. Trustees, chiefs of service and division chiefs, senior managers and others who exercise influence over important strategic, business and purchasing decisions of the Hospital are required to complete an annual conflict of interest disclosure questionnaire about their financial interests and outside activities. If an expected questionnaire is not returned, the Compliance Officer notifies the individual's supervisor or the CEO or COO, and repeated requests for the completed questionnaire are made. Responses are reviewed by the compliance officer and any potential conflicts are discussed with the Office of General Counsel and/or the individual's supervisor; any actual or potential conflicts are managed by termination of the conflict, recusal, disclosure, review, or a combination thereof. Outside interests and outside activities may be permitted as long as the Hospital, Medical Center or Trust determines that such interests and activities are consistent with the best interests of the Hospital, Medical Center or Trust and the Hospital, Medical Center or Trust Board member, Overseer, medical staff member or employee involved does the following: 1. disclose the fact that he has a financial interest or a consultative role in or with a person or company with which the Hospital, Medical Center or Trust is doing or is thinking of doing business; and 2. refrains from voting or exercising any personal influence whatsoever in the selection of a person or company to do business with the Hospital, Medical Center or Trust with whom or in which he has a financial interest or a consultative role; and 3. avoids any active participation in any dealings between the Hospital, Medical Center or Trust and the person or company with whom or in which he has a financial interest or consultative role; and 4. does not permit such outside interests or activities to absorb such amounts of his time and effort as to make it impractical for him to fulfill his assigned responsibilities at the Hospital, Medical Center or Trust; and 5. does not permit such outside interests or activities to compromise or appear to compromise the name or reputation of the Hospital, Medical Center or Trust. Form 990, Part VI, Section B, line 15 Children's Hospital Boston has a successful executive management team with a proven track record of carrying out its non-profit mission of providing high quality patient care, research, teaching and community health. It is the fiduciary responsibility of the Children's Compensation Committee to determine fair, reasonable and competitive compensation for hospital leadership. They determine compensation based on the job's responsibilities and complexity, the marketplace for similar positions, as well as an assessment of the employee's skills, experience and performance. An independent expert in compensation provides the Committee with market comparability data that helps inform the Committee's decisions. Children's senior leadership team receives compensation that is well within the range of other executives in large, academic non-profit medical centers. On an annual basis, the Compensation Committee reviews and approves the compensation for Children's Hospital top management officials: Chief Executive Officer President & Chief Operating Officer Senior Vice President & Chief Administrative Officer Senior Vice President & Chief Financial Officer Senior Vice President & General Counsel Senior Vice President, Patient Care Operations & Chief Nursing Officer Senior Vice President & Chief Information Officer Senior Vice President, Network Development & Strategic Partnerships Chief Investment Officer Vice President, Research Administration President, Children's Hospital Trust Vice President, Child Advocacy Vice President, Public Affairs & Marketing Vice President, Human Resources Vice President, Support Services Vice President, Real Estate Planning & Development Form 990, Part VI, Section C, line 19 Form 990, Part VI, Section C, Line 19: The Hospital posts its Code of Conduct (which incorporates the Conflict of Interest Policy) and its Compliance Manual (which includes a summary of the Conflict of Interest Policy) on its external website and these are also available from the Compliance Office or the Office of General Counsel. Governing documents are not posted publicly but are available from the Hospital upon request and are also filed with the Massachusetts Secretary of State, where they are available to the public. Audited financial statements are filed annually with the Massachusetts Office of the Attorney General as part of the Hospital's Form PC filing and are available from the organization upon request. Quarterly financial statements are filed with the Hospital's bond trustee and are available to the public through the Electronic Municipal Market Access (EMMA) website maintained by the Municipal Securities Rulemaking Board. Form 990,Part VII-Compensation of Officers,Directors, Trustees, & Employees James Kasser, MD, a Trustee of Children's Hospital, is employed by the Children's Orthopaedic Surgery Foundation, Inc., a related organization. The compensation reported is for his services with the Children's Orthopaedic Surgery Foundation, Inc. not for Children's Hospital Corporation Trustee or Officer of the Board services. The hours reported represent Dr. Kasser's time devoted as a Trustee for Children's Hospital Corporation. Steven Fishman, MD, a Trustee of Children's Hospital, is employed by the CHMC Surgical Foundation, Inc., a related organization. The compensation reported is for his services with the CHMC Surgical Foundation, Inc. not for Children's Hospital Corporation Trustee or Officer of the Board services. The hours reported represent Dr. Fishman's time devoted as a Trustee for Children's Hospital Corporation. Form 990, Part VII, Section A Compensation from Related Organizations Steve Fishman, MD, James Kasser, MD, James Lock, MD, Robert Shamberger, MD and George Taylor, MD have compensation from related organizations, listed in Column E, and spend the remainder of their full time hours working for Children's Medical Center and its other affiliates and Foundations. Form 990, Part XI - Line 2c Financial Statements & Reporting Financial statements for the organization were compiled, reviewed and audited by an independent accountant. The Audit & Compliance committee oversees the compilation, review & audit of the financial statements as well as the selection of the independent accountant that compiled, reviewed and audited the statements. This process has not changed from the prior years. Schedule G, Part I, Line 2b, Column (v) Explanation of Fundraising Payments Bentz, Whaley, Flessner & Associates provided fundraising counsel for campaigns or programs that have not yet implemented; thus $0 receipts. Alexander Chisholm manages school outreach and oversees relationship with Simon & Schuster for the Generation Cures project. Jaime Jaffee Enterprises provided fundraising counsel for long range campaigns. Form 990, Schedule K, Part IV, Line 1 Form 8038-T No 8038-T filed because five years has not passed. Children's Medical Center Corporation 55 Shattuck Street Boston MA 02115 041174680 Holds & manages security, real estate investments for Children's Hospital MA 501(c)(3) 11 - Type II N/A Longwood Research Institute Inc 300 Longwood Avenue Boston MA 02115 042781368 Medical & scientific research; holds real estate investments MA 501(c)(3) 11 - Type II Children's Medical Center Corporation CHB Properties Inc (fka Children's Extended Care Center) 300 Longwood Avenue Boston MA 02115 043323330 Holds & manages satellite ambulatory centers; real estate investments MA 501(c)(3) 9 Children's Medical Center Corporation Longwood Coporation 55 Shattuck Street Boston MA 02115 042779882 Holds & manages real estate investments MA 501(c)(2) Children's Medical Center Corporation Fenmore Realty Corporation 55 Shattuck Street Boston MA 02115 222478110 Holds & manages real estate investments MA 501(c)(2) Children's Medical Center Corporation Physician's Organization at Children's Hospital Inc 300 Longwood Avenue Boston MA 02115 043266103 Coordinates & develop integrated childhlth care system w/ affiliated members MA 501(c)(3) 11 - Type III N/A Boston Children's Heart Foundation 300 Longwood Avenue Boston MA 02115 042790699 Provides cardiac clinical care, research and education MA 501(c)(3) 11 - Type III N/A Children's Hospital Radiology Foundation Inc 300 Longwood Avenue Boston MA 02115 043259647 Provides radiological clinical care, research and education MA 501(c)(3) 11 - Type III N/A Children's Orthopaedic Surgery Foundation Inc 300 Longwood Avenue Boston MA 02115 042943146 Provides orthopaedic surgical clinical care, research and education MA 501(c)(3) 11 - Type III N/A CHMC Surgical Foundation Inc 300 Longwood Avenue Boston MA 02115 042767602 Provides surgical clinical care, research and education MA 501(c)(3) 11 - Type III N/A Immune Disease Institute Inc 3 Blackfan Circle Boston MA 02115 042158520 Health care, education & research in immunology & biomedical science MA 501(c)(3) 7 - 170b1Avi N/A New England Congenital Cardiology Research Foundation 300 Longwood Avenue Boston MA 02115 800368043 Improve patient safety & quality for children w/ heart disease MA 501(c)(3) 7 - 170b1Avi Children's Hospital Corporation Children's Hospital Integrated Care Organization LLC 300 Longwood Avenue Boston MA 02115 010888437 Clinical integration and joint contracting MA N/A Related 1581858 0 1 Marketplace LaGuardia LLC One Wells Avenue Newton MA 02459 200417454 Investment in Marketplace LaGuardia LP MA Children's Hospital Corporation 5% Investment 47609 436007 0 0 Longwood Associates Inc 55 Shattuck Street Boston MA 02115 042943755 Property Management MA Children's Medical Center Corporation C 1000 1.00000 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 Children's Medical Center Corporation A 233256 Marketplace LaGuardia LLC A 47609 Children's Medical Center Corporation C 66512000 CHB Properties Inc J 7540000 Children's Medical Center Corporation O 90105000 Children's Medical Center Corporation P 143704000 Children's Medical Center Corporation Q 1519368443 CHB Properties Inc Q 10489726 Children's Medical Center Corporation R 1428892439 Immune Disease Institute Inc J 2205579 New England Congenital Cardiology Research Foundation Q 23718