2025-08-14T01:42:38-05:00 2024-09-30 346565596 Ernst & Young LLP 1 Manhattan West New York NY 10001 990 2023-10-01 042156082 Franciscan Hospital for Children FRAN 6172543800 30 Warren Street Brighton MA 02135 Daniel LeFaivre Treasurer, VP Finance 6172543800 2025-08-13 1 1 Nicole Sokolowski P01683199 2127733000 2023 2025-03-06 01:10:19Z Franciscan Children's Hospital Joseph A Mitchell 30 Warren Street Brighton MA 02135 94861036 0 X www.franciscanchildrens.org X 1945 MA To create a compassionate and supportive environment where children with complex medical, mental health, and educational needs receive expert, specialized care. Our dedicated team is committed to excellence, innovation, and empowering families, ensuring that every child can reach their fullest potential and live their best life. 20 18 978 156 0 0 9281774 7836294 75526454 84272275 917563 1256004 1791985 1417743 87517776 94782316 0 0 0 0 59104823 62229408 0 0 722863 26998854 29913717 86103677 92143125 1414099 2639191 128264495 134750329 22740081 24942981 105524414 109807348 X See Schedule O 0 0 46149693 0 55477924 Inpatient: Franciscan Children's Hospital provides comprehensive medical, mental health, educational, and specialized services tailored to meet the unique needs of a pediatric population with special needs in eastern Massachusetts. In FY24, the hospital experienced 824 admissions, with patients receiving care across a wide spectrum of services. These services are crucial for children requiring long-term rehabilitation, behavioral health interventions, or complex medical care. Over the course of the year, the hospital provided a total of 27,386 patient days, reflecting the extensive and intensive care required by these vulnerable children. The inpatient services are designed to offer a holistic approach, ensuring that each child's medical and psychological needs are met within asupportive and nurturing environment. 7650447 0 9088178 Education: Kennedy Day School serves more than 60 students, ages 321, with complex medical, developmental, and physical needs. Located on the Franciscan Children's campus, the program combines specialized education with on-site therapeutic and health services, including speech, occupational, and physical therapy, assistive technology, music therapy, and psychology. With a 2:1 student-to-teacher ratio, 14 fully accessible classrooms, and individualized education programs (IEPs) developed in collaboration with families and school districts from over 35 Massachusetts communities, the school offers year-round, highly specialized instruction in a safe, medically supported setting. In FY24, Kennedy Day School provided 13,011 student days, underscoring its essential role in serving this high-need population. 7540911 0 18134487 Dental Services: Franciscan Children's provides comprehensive dental care for infants through young adults. The program offers preventive, restorative, and surgical treatmentsoften under nitrous oxide, sedation, or general anesthesiawithin a hospital-based setting equipped for medically fragile patients. This capability ensures safe, equitable access to essential oral health services for children who cannot be treated in standard dental offices. In FY24, the hospital performed 3,081 surgery cases and delivered 5,427 dental appointment visits, reflecting its critical role in meeting community needs. The program is fully integrated with the hospital's multidisciplinary care teams and also serves as a training site for pediatric dental residents in advanced anesthesia-based procedures. 4951278 0 2912671 Outpatient Services: Franciscan Children's Hospital provides a wide array of outpatient services, including medical care, mental health support, educational resources, and specialized treatments for children with special needs in eastern Massachusetts. In FY24, the hospital conducted 24,042 outpatient visits, encompassing clinical appointments, rehabilitation sessions, and behavioral health interventions. These outpatient services are critical in delivering ongoing care and support for children who require specialized attention but do not need inpatient admission. The extensive range of services offered ensures that each child receives tailored care, addressing their unique medical, psychological, and educational needs in a setting designed to support their overall well-beingand development. 4951278 0 2912671 66292329 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 61 0 1 978 1 0 0 0 0 0 0 0 0 0 0 1 0 X 20 18 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X Daniel LeFaivre - VP of Finance 6172543800 30 Warren Street Brighton MA 02135 Joseph A Mitchell MD President & CEO 40.00 0.00 X X 1068859 0 128100 Robert Coughlin Director & Co-Vice Chair 1.00 0.00 X X 0 0 0 Jonathan DeSimone Director 1.00 0.00 X 0 0 0 Sr Aline Giroux FMM Director 1.00 0.00 X 0 0 0 Wendoly Ortiz Langlois Esq Director & Co-Vice Chair 1.00 0.00 X X 0 0 0 James Mandell MD Director & Chairperson 1.00 0.00 X X 0 0 0 Joan Siff Esq Director & Clerk 1.00 0.00 X X 0 0 0 John Larsen Director 1.00 0.00 X 0 0 0 Jane Lundquist Director 1.00 0.00 X 0 0 0 Elaine Mann Director 1.00 0.00 X 0 0 0 Dominique Morgan-Solomon Director 1.00 0.00 X 0 0 0 Ike Papadopoulos Director 1.00 0.00 X 0 0 0 Jay Pieper Director 1.00 0.00 X 0 0 0 James Prince Director 1.00 0.00 X 0 0 0 James Rappaport Director 1.00 0.00 X 0 0 0 Elizabeth Smith Director, SVP Patient Care & CNO 40.00 0.00 X 429473 0 8543 Robert Smith Director 1.00 0.00 X 0 0 0 Tracey Weeden Director 1.00 0.00 X 0 0 0 Michael Yogman MD Director 1.00 0.00 X 0 0 0 Sr Lois Ann Pereira FMM Director 1.00 0.00 X 0 0 0 Daniel LeFaivre Treasurer & VP, Finance 40.00 0.00 X 99141 0 4989 Jane O'Brien MD Chief Medical Officer 40.00 0.00 X 477820 0 16991 Robert Insoft MD Chief Operating Officer 40.00 0.00 X 381759 0 16991 Harry Dieuveuil Chief Human Resources Officer 40.00 0.00 X 302115 0 12439 Thomas M O'Brien Corporate Counsel 40.00 0.00 X 370996 0 1000 Didem Inanoglu Physician 40.00 0.00 X 406976 0 25176 Siobhian Sprott VP of Dental 40.00 0.00 X 352998 0 8645 Elisabeth G Schainker Associate CMO 40.00 0.00 X 374879 0 19640 E Catherine Miller Physician 40.00 0.00 X 334510 0 16618 Brian Blondin Physician 40.00 0.00 X 313664 0 8543 Robert Crosby Former CFO 0.00 0.00 X 465748 0 16991 Kimberley W Lubin Former VP of Development 0.00 0.00 X 345714 0 23810 5724652 0 308476 103 1 1 0 McLean Hospital 115 Mill Street Belmont MA 02478 Professional mgmt services 3545318 Sodexo Operations LLC 600 Atlantic Avenue Boston MA 02210 Cafeteria services 1887375 Wynden Stark LLC 316 W 12th Street Suite 210 Austin TX 78701 Temporary labor 1686631 Nihon Kohden America LLC 271 Cambridge Street Suite 1 Cambridge MA 02141 IT services 811065 Cloudwave 100 Crowley Drive Marlborough MA 01752 IT services 496856 75 264802 3925164 3646328 7836294 PATIENT SERVICE REVENU 622210 73482791 73482791 KDS DAY SCHOOL PROGRAM 622210 9088178 9088178 CWI PROGRAM CONTRACT R 622210 1509892 1509892 GRADUATE MEDICAL EDUCA 611710 191414 191414 84272275 1249451 1249451 6553 0 6553 6553 6553 0 264802 78720 -78720 -78720 MISCELLANEOUS REVENUE 900099 1340985 1340985 CAFETERIA REVENUE 722514 155478 155478 1496463 94782316 85613260 0 1332762 X 3192115 932827 2259288 48261971 38923508 8983430 355033 699629 541933 152869 4827 6370973 4963625 1268461 138887 3704720 2886347 737610 80763 48170 48170 1449227 1449227 119173 119173 14087657 7118133 6930133 39391 54901 631 52324 1946 3480483 2061198 1323767 95518 1291478 664483 621123 5872 1261778 630889 630889 100202 77954 21622 626 10046 10046 321801 257441 64360 2152708 1722166 430542 770590 616472 154118 Lab/medical/pharmacy 3976299 3976299 Uncompensated care 414444 414444 Uncollectible accounts 374760 374760 92143125 66292329 25127933 722863 7971182 4642167 0 1117510 0 3696885 7105751 11646842 0 0 0 0 2492531 2794542 725700 1058537 702019 454736 94286883 24957838 67717119 69329045 37267623 38192931 0 0 0 0 0 0 4282570 1817134 128264495 134750329 9336660 11702525 0 0 1112500 1101797 11886430 11575443 0 0 0 0 0 0 0 0 404491 563216 22740081 24942981 X 76627976 79167570 28896438 30639778 105524414 109807348 128264495 134750329 X 2639191 1074309 569434 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 119173 0 0 119173 0 Part II-B, Line 1: Engagement with and advocacy before state agencies responsible for determining hospital payment rates and overseeing regulatory compliance. This includes efforts to influence policy decisions, secure favorable reimbursement rates, and ensure that the hospital's interests are represented in discussions related to healthcare regulations and standards. These lobbying activities are aimed at shaping policies that affect the hospital's financial stability and its ability to deliver quality care to patients. 38765384 414531 2766884 0 56983 0 41889816 9407038 28216853 1190224 0 48731 0 38765384 461383 10822000 -1030915 0 845430 0 9407038 444383 420338 1506 0 404844 0 461383 681180 0 3444 0 240241 0 444383 0.27000 0.73000 0 0 60000000 60000000 5813084 4349450 1463634 27852965 20608388 7244577 620834 620834 69329045 LT asset retirement obligation 400047 Operating lease liability 163169 563216 Part V, Line 4: The use of the endowment funds has been specifically restricted by the donor to fulfill certain purposes or to be utilized within a designated period. These restrictions are legally binding and ensure that the funds are applied in the manner consistent with the donor's intentions. Part X, Line 2 There is no FIN48/ASC740 footnote in the organization's audited financial statements. Golf 216210 216210 0 5989 39609 5429 Pickleball 48592 48592 0 0 3370 0 23823 500 264802 264802 5989 42979 23823 5929 78720 -78720 1 1 X 1 X 1 X 1 0 1 1 10508 0 10508 0.00010 61234126 53999134 7234992 0.07880 0 0 61244634 53999134 7245500 0.07890 555000 0 555000 0.00600 0 0 0 0 165840 0 165840 0.00180 0 0 720840 720840 0.00780 61965474 53999134 7966340 0.08670 2 68700 0 68700 0.00070 2 68700 68700 0.00070 1 271243 0 433020 663294 -230274 X 1 1 1 1 Franciscan Hospital for Children Inc 30 Warren Street Brighton MA 02135 www.franciscanchildrens.org MA License #2221 X X X Adolescent Psych Unit Franciscan Hospital for Children Inc 1 0 0 1 X X X X X X X X X 23 1 0 0 1 X https://franciscanchildrens.org/wp-content/uploads/2024/09/Franciscan-Child X X 1 24 1 https://franciscanchildrens.org/wp-content/uploads/2024/09/2024-CHNA-Implem 0 1 X 200.000000000000 400.000000000000 X X X 1 1 X X X X 1 X https://franciscanchildrens.org/wp-content/uploads/2018/04/Financial-Assiss X https://franciscanchildrens.org/wp-content/uploads/2018/04/Financial-Assist X X 1 X 0 X X X X 0 X X 0 0 Franciscan Hospital for Children, Inc Part V, Section B, Line 5: To develop a comprehensive picture of the Allston/Brighton neighborhood, the assessment team reviewed existing data from national, state, and local sources. The types of data included demographics, vital statistics, public health surveillance, and self-reported health behaviors. Data sources included but were not limited to: the U.S. Census, Massachusetts Department of Public Health, Boston Public Schools, and Boston Public Health Commission, among others. Data analyses, such as significance testing, were conducted by the original data source (e.g., U.S. Census, Boston Public Health Commission). Much of the U.S. Census data derive from the American Community Survey, which is comprised of data from a sample of a given geographic area. Per the U.S. Census recommendations, HRIA used 5-year aggregated data (e.g., the 2018-2022 data combined) for these indicators to yield a large enough sample size to examine results by municipality and census tract.In addition to quantitative data from the Allston/Brighton neighborhoods, the assessment team gathered qualitative information through interviews with leaders from organizations serving the Allston/Brighton community and youth living in Allston/Brighton. These conversations helped develop a more nuanced understanding of the perceptions of community strengths and assets, health concerns, and suggestions on what programming or services are most needed to address these concerns.During March-May 2024, the planning team conducted 16 interviews with 19 providers serving Allston/Brighton and the Greater Boston area. The needs assessment also included one focus group with 12 Allston/Brighton youth. In selecting both youth and service providers, the assessment team engaged in a careful and deliberate process to ensure that 1) the community was properly engaged in the development of the CHNA, and 2) Franciscan Children's can gain a clear understanding of the needs in the community from the CHNA.This CHNA included 16 interviews with 19 Allston/Brighton service providers representing a range of sectors including public health, education, childcare, housing/community development, social services, and healthcare. The interviews explored participants' perceptions of the community, priority health concerns, and suggestions for future programming and services to address perceived health issues. Interviewers used a semi-structured interview guide across all discussions to ensure consistency in the topics covered. Interviews were approximately 40-60 minutes in length. A list of the service providers interviewed can be found in the Appendix.One focus group was conducted with 12 Allston/Brighton youth who access services through the Jackson Mann Community Center. Similar to conversations with service providers, discussions with youth explored perceptions of the Allston/Brighton community, health concerns, and suggestions for how to address these concerns. More specifically, participants were asked to elaborate on their perceptions of the mental health needs among youth. The focus group utilized a semi-structured interview guide and lasted approximately 75 minutes.NVivo analysis software coded the qualitative information collected and analyzed the information collected thematically for main categories and sub-themes. The assessment team identified key themes that emerged across the qualitative data, as well as the unique issues noted for specific populations. Frequency and intensity of discussions on a specific topic were key indicators used for extracting main themes. Selected quotes without personal identifying information are included in the report to further illustrate points within topic areas. Franciscan Hospital for Children, Inc Part V, Section B, Line 7d: The complete Franciscan Children's Community Health Needs Assessment report is available on the hospital's website at https://franciscanchildrens.org/wp-content/uploads/2024/09/Franciscan-Childrens-2024-CHNA-Report.pdf. In addition to the report, there is also an executive summary, and data on the findings, and the hospital's Community Health Implementation Plan. Franciscan Hospital for Children, Inc Part V, Section B, Line 11: In 2024, Franciscan Children's conducted a community health needs assessment (CHNA) of the community it serves. Franciscan's Executive Leadership Team reviewed the findings of the 2024 Community Health Needs Assessment and prioritized areas where the institution could successfully engage and intervene. The Franciscan team prioritized the areas identified based on: 1) demonstrated need in the community as evidenced by CHNA findings; 2) the expertise Franciscan Children's has in the area identified; 3) the feasibility of Franciscan Children's addressing this need and making an impact. Areas not selected did not meet the aforementioned criteria. Franciscan's executive leadership team identified the following as priorities:-Mental health-Workforce development-Community engagement-Dental careMental Health:-Increase school-based behavioral health (through Children's Wellness Initiative)-Provide summer group therapy programs in local community centers-Launch telehealth group therapy program-Expand outpatient behavioral health servicesWorkforce Development:-Establish workforce academy to train health care behavioral health professionals-Grow behavioral health trainees onsite-Expand recruiting partnerships with colleges and universities-Continue to diversify workforce, in partnership with the City of BostonCommunity Engagement:-Launch health related social needs (HRSN) survey institution-wide to identify gaps-Collaborate with Boston Children's Hospital to connect patient families to local programs in the community (e.g., food bank)-Provide education, expertise, and strategic guidance to community groups (e.g., Allston/Brighton Health collaborative)-Expand local volunteer opportunities on campus-Offer adaptive sports camps for children with special needsDental Care:-Provide specialized support to kids with special health care needs (e.g. esensitization clinic for children with developmental disabilities)-Expand access for dental care Franciscan Hospital for Children, Inc Part V, Section B, Line 20e: If patients have outstanding balances, the hospital's patient accounting department initially sends out three statements. If the balance remains unpaid after these attempts, the account is forwarded to a collection agency, which then attempts to collect the outstanding amounts. Part I, Line 7: A costing metholology was not used to calculate amounts on Part I, Line 7. The cost to charge ratio was derived from worksheet 2. Part I, Ln 7 Col(f): The total bad debt expense of $374,760 is included in Form 990, Part IX, line 25 column (A), but subtracted for purposes of calculating the percentage in this column. Part I, Line 6b Franciscan 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 communitybenefit 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. Franciscan Children's AG report is publicly available and can be accessed directly on the AG's website, www.mass.gov/AG. Part II, Community Building Activities: Children's Wellness Initiative (CWI): CWI is an ongoing program that provides school-based mental health counseling and psychiatry services, combined with outreach, education, and parent consultation. In FY24, CWI provided services in 22 Boston school sites, serving over 700 students. The goal of the program is to increase access to mental health services for children and families, as well as build connections between schools and families and de-stigmatize accessing mental health services. The need for more school-based mental health services was identified in our 2024 Community Health Needs Assessment. The program continues to grow to meet the mental health needs of children and adolescents in Boston.Adaptive Sports Programming: Franciscan Children's served 450 children from the surrounding community in FY24 with adaptive sports programming directed toward children with special health care needs in the Boston area. Programs consisted of adaptive track, basketball, gymnastics, dance, bicycle, skating and sports camp, as well as wheelchair track, basketball, and tennis. All programs included therapeutic components. The hospital also worked to offer additional sports through community partners.Volunteer Program: Franciscan Children's coordinates opportunities for volunteers for the surrounding community. Careers in Child and Adolescent Mental Health Summer Course: Franciscan Children's partnered with Northeastern University to run a summer course on careers in child and adolescent mental health featuring speakers in psychology, nursing, social work, among mental health disciplines. Part III, Line 2: Bad debt expense is recorded to report accounts receivable at their net realizable value. Showing the bad debt as adeduction from revenue more clearly represents the amount of revenue that the Franciscan Hospital actually expects to collect, therby improving the quality and comparability of the financial statements. Part III, Line 4: Franciscan Children's audited financial statements do not contain any footnotes describing bad debt. Part III, Line 8: The costing methology used to determine Medicare allowable cost was the cost to outpatient ancillary charge ratios as reported on the Medicare 2552 cost report for FYE 9/30/2024. Part III, Line 9b: The collection process encompasses billing the patient's health insurance(s), filing appeals for non-payment andbilling the patient. The statement/data mailers are processed by the hospital and an outside company. They are sent once a month, one business day after the month-end close. Statements/data mailers are sent to the patient's responsible party each month for service not covered by the patient's insurance company. There will be three statements for self and self-pay after insurance and five for self payment. There is a different massage on each statement indicating status of account contact. Low income families who meet the following criteria are eligible for partial free care:1. Massachusetts residents whose family income is from 201% - 400% of the federal poverty income guidelines will be eligible for financial assistance for that portion of the bill which exceed their family's annual deductiable.This will be determined by a sliding fee scale. 2. Any participant in the Children's medical security plan whose family inocme is from 201% - 400% of the federalpoverty income guidelines will be eligible for finanical assistance for that portion of the bill which exceedstheir family annual deductible.3. Any participant in health start whose family income is from 201% - 400% of the federal poverty inocme guidelines will be eligible for that portion of the bill which exceeds their family annual deductible.Note: The annual deductible for partial free care equals 40% of the difference between the applicant's familyincome and 200% of poverty income guidelines. The patient is responsible for payment for all services provided up to this deductible amount. There is only one deductible per approved period. Therefore, it is the responsibility of the patient to provide documentation that their obligation has been met. Part VI, Line 2: While Franciscan Children's patients come from across New England, the institution is located in the Allston/Brighton neighborhood of Boston, Massachusetts. Therefore, the community of focus for this CHNA is defined as the Allston/Brighton neighborhood. This geographic area was selected for the CHNA because Franciscan Children's recognizes the importance of focusing efforts directly in the neighborhood where the hospital is located and addressing the health needs of the local community. Where possible, neighborhood-level data for Allston/Brighton are presented. Boston and Massachusetts data are also shown to provide more context and/or where neighborhood-level data are not available.The 2024 CHNA builds off the work from the previous assessments conducted in 2018 and 2021. Priority areas identified in the 2021 CHNA included mental health for youth, marijuana and e-cigarette use among youth, child wellness (e.g., nutrition, obesity, physical activity), domestic violence, dismantling barriers to primary, mental, and oral health care for children and adolescents, expanding prevention education, centralization of information in the community, and continued engagement with Allston/Brighton institutions. Franciscan Children's and its partners developed and implemented a range of strategies to address these identified needs. These strategies can be found in the Appendix. Part VI, Line 3: Inpatient:We review all potential patients insurance policies prior to addmission for length of stay and coverage guidelines and limitations. Most patients who have private insurance exhaust their rehabilitation benefits while here. We meet with parents/guardians to educate them on their options and if necessary assist them with applying for government sponsored assistance programs. For those who do not apply or do not qualify for government assistance, the hospital provides medical and financial hardship assistance based on the federal and state poverty guidelines.Outpatient:We review insurance eligibility for each visit and contact parent/guardian if there is an issue. We also assist patients with MassHealth enrollment where needed. The hospital provides medical and financial hardshipassistance based on the federal and state poverty guidelines. Allston-Brighton has a predominantly caucasion population. It is also home to a large number of diverse groups including many recent immigrants from Latin America, Brazil, China, and Russia. The median income of Allston-Brighton residents is $40,400. Part VI, Line 4: Allston/Brighton remains a diverse and unique community with a large young adult population. According to the American Community Survey, the population of Allston/Brighton in 2022 was 64,443 residents (down from 67,479 in 2019). More than half (57.1%) of the Allston/Brighton population represented adults aged 20-34. Children under age 0-9 years and 10-19 years represented 4.3% and 5.7% of the Allston/Brighton population respectively. Regarding racial and ethnic diversity, nearly two in five (40.1%) Allston/Brighton residents in 2022 were people of color. Specifically, Asian residents comprised the largest proportion (18.4%), followed by Hispanic or Latinx residents (11.4%). In 2022, more than one in three (36.5%) residents spoke a language other than English at home. Spanish and Chinese were the most commonly spoken languages, with about one in ten residents reporting one of those as their primary language at home. Part VI, Line 5: Since opening in 1949, Franciscan Children's has become a premier, nationally recognized pediatric specialty care provider offering services critical to families in Boston and throughout the region. Franciscan Children's is a health care institution dedicated to serving (i) medically complex children, (ii) children with behavioral health conditions requiring inpatient services, short-term residential, school-based, ambulatory and/or community-based services, (iii) children who need specialized dental services, including dental surgery under general anesthesia, and (iv) children with specialized educational needs due to their physical and/or cognitive condition. Franciscan Children's is the only pediatric chronic disease and rehabilitation hospital in Massachusetts and one of the largest providers of pediatric behavioral health services in the state. It also operates the Kennedy Day School, a special education school for children with complex needs ages 3 to 22 years from more than 30 cities and towns throughout Massachusetts. Franciscan's patients and students arrive from acute care hospitals, emergency departments, school systems, and other providers from across the Commonwealth and New England.Located in the Allston/Brighton neighborhood of Boston, Franciscan Children's is an integral institution to the city. In addition to serving children from many different neighborhoods in Boston across its various programs, Franciscan Children's is an important employer in the community, with over 730 staff members. Franciscan Children's also offers several community-based programs, including in Boston Public Schools, to meet the growing needs of children and families in the city. In addition, Franciscan Children's routinely sponsors events in the local community, and is a frequent collaborator with other Boston-based organizations. Part VI, Line 6: As sister organizations, Boston Children's Hospital (BCH) and Franciscan Children's (FC) are able to offer a fully integrated care system providing children with care where and when they need it, all with one point ofcontact for families.The organizations are affiliated as sister hospitals to more effectively confront an acute children's mental health crisis in Massachusetts and across the country, and advance equitable access to care and eliminate disparities.By joining together, the two organizations work to improve the lives of children and families by:-Improving care by modernizing programs and facilities. This affiliation will modernize the FC campus, which dates back to the 1940s. This will include a new, state-of-the-art, net carbon-neutral building that housesthe full continuum of care programs for medical rehabilitation and mental health services.-Offering the full range of integrated care that children need. BCH and FC offer a fully integrated continuum of care across inpatient, outpatient, primary care, and school-based settings.-Building a new generation of caregivers. By 2030, the organizations intend to hire 150-200 new full-time employees related to care for children, and invest in programs to build an employee pipeline from highschool through medical school. They will also increase training programs for students and staff.-Increasing the number of beds available. BCH and FC will increase the number of available beds for inpatient services from 98 to 127, and nearly double the behavioral health bed capacity. This will reduce the number ofkids forced to board in emergency rooms for medical and mental health needs.-Expanding services. They are creating and expanding intensive outpatient therapy and partial hospitalization programs that reduce the likelihood that mental health patients reach crisis levels.-Increasing sustained investments in research. Research is the future of children's mental health because the underlying causes are still poorly understood. The organizations continue to make sustained investments inresearch, better integrate research and clinical faculty, and hire 3-4 new clinician scientists.-Expanding community and school-based prevention programs. BCH and FC plan to expand their community, early education and school-based programs.Additionally, FCH has maintained a relationship with Boston University School of Dental Medicine's outpatient pediatric dental program. Residents of that program complete a rotation in the dental clinic at the hospital. Part VI, Line 7, Reports Filed With States MA X X X X 0 1 0 0 0 0 0 0 0 Joseph A Mitchell MD President & CEO 634904 0 399762 0 34193 0 128100 0 0 0 1196959 0 0 0 Jane O'Brien MD Chief Medical Officer 342140 0 106214 0 29466 0 1000 0 15991 0 494811 0 0 0 Robert Crosby Former CFO 351260 0 93904 0 20584 0 1000 0 15991 0 482739 0 0 0 Elizabeth Smith Director, SVP Patient Care & CNO 303150 0 102060 0 24263 0 1000 0 7543 0 438016 0 0 0 Didem Inanoglu Physician 360224 0 44340 0 2412 0 1000 0 24176 0 432152 0 0 0 Robert Insoft MD Chief Operating Officer 328359 0 27798 0 25602 0 1000 0 15991 0 398750 0 0 0 Elisabeth G Schainker Associate CMO 299591 0 49455 0 25833 0 1000 0 18640 0 394519 0 0 0 Thomas M O'Brien Corporate Counsel 259223 0 97282 0 14491 0 1000 0 0 0 371996 0 0 0 Kimberley W Lubin Former VP of Development 292601 0 26117 0 26996 0 1000 0 22810 0 369524 0 0 0 Siobhian Sprott VP of Dental 300927 0 50743 0 1328 0 650 0 7995 0 361643 0 0 0 E Catherine Miller Physician 303844 0 24000 0 6666 0 1000 0 15618 0 351128 0 0 0 Brian Blondin Physician 283753 0 27000 0 2911 0 1000 0 7543 0 322207 0 0 0 Harry Dieuveuil Chief Human Resources Officer 255487 0 22173 0 24455 0 0 0 12439 0 314554 0 0 0 Part I, Line 4b Franciscan Children's Hospital made contributions to the supplemental non-qualified retirement plan for the individual listed below. Contribution amounts are generally based on a percentage of compensation. All payments with respect to a participant's separation from service will be made in a lump sum following the separation from service. Contributions were for employee benefits and not for Franciscan Children's Hospital Director or Officer of the Board services and/or responsibilities. During the calendar year 2023, Franciscan Hospital for Children made contributions to the supplemental non-qualified retirement plan for the individual below: Joseph A. Mitchell, MD received a contribution of $127,100 A Series 2020 061213065 NoneAvail 2020-03-24 13074915 See Part VI 0 0 0 A 13074915 12912945 129590 32380 2020 1 1 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 Schedule K, Part I, Bond Issues Series 2020 - Purpose of Bond: Purpose of tax-exempt bond was to (1) consolidate the outstanding Series 2015 Bonds, the proceeds of which were used to finance preliminary capital costs with respect to the construction of an approximately 75,000 square-foot addition to the facility at 30 Warren Street, Brighton, Massachusetts; and (2) refinance the outstanding Massachusetts Health and Educational Facilities Authority Revenue Bonds, Franciscan Hospital for Children, Bond Issue Series A 2010; the proceeds of which were used to (a) finance the construction, furnishing and equipment of an approximately 20,000 square-foot addition to the Kennedy Day School and used for educational facilities for special needs children; and (b) finance various renovations such as adding four inpatient medical beds, equipment acquisitions, and miscellaneous capital improvements at the Hospital. Form 990, Part VI, Section A, line 6 Children's Medical Center Corporation, acting through its Board of Directors, shall be the sole member of Franciscan Children's Hospital. Form 990, Part VI, Section A, line 7b Children's Medical Center Corporation is the sole member of the Franciscan Hospital for Children ("the Hospital"). As stated in the Hospital's By Laws, Children's Medical Center Corporation has the powers and rights: -To approve amendments to the Articles of Organizaiton and Bylaws of the Hospital; -To approve or remove officers of the Hospital; -To approve renewals and new members of the Board of Trustees proposed by the Nominating and Governance Committee of the Board, and prior to the new nominations by the Nominating and Governance Committee, to review the list of candidates with the Nominating and Governance Committee of the Board of the Member; -To approve the purchase, sale, mortgage or lease of real property or any part or parcel thereof, and/or of buildings, of the Hospital; -To approve the capital and operating budgets of the Hospital; -To approve the incurrence of debt other than trade debt, the disposition of any other capital asset of the Hospital, and the construction of buildings by or for the Hospital, in each case if not addresssed in the annual capital budget and involving a value in excess of two hundred thousand dollars ($200,000); -To approval material contracts not included in the approval annual capital and operating budgets or that present significant risk, including financial, reptutational, business or regulatory risk to the Hospital; -To approve the initiation or settlement of material litigation that is not covered by insurance and may involve a value in excess of two hundred thousand dollars ($200,000); -To approve the addition or discontinuation of any service line, material modification of licensure, or the filing of a determination of need of the Hospital; -To approve the strategic plan of the Hospital to ensure consistency with overall enterprise goals; -To approve the selection of the Hospital's auditors; and -To approve the merger, consolidation, or affiliation of the Hospital with another corporation, organization or program (consistent with Massachusetts law concerning corporations organized for charitable purposes, including Chapter 180 of the Massachusetts General Laws), the formation of any subsidiaries, or any bankruptcy or similar filing by the Hospital. Form 990, Part VI, Section B, line 11b The Form 990 and supplemental schedules were prepared by the organization's staff and reviewed by management (including the VP of Finance and other relevant departments of the organization), along with the outside accounting firm of Ernst & Young. A copy was made available to the Board prior to filing. Form 990, Part VI, Section B, line 12c The organization mandates that all board members, officers, and members of any board committees disclose in writing any business or other relationships that could potentially create a conflict of interest, as defined by the organization's policy. These disclosures must be updated annually. The written disclosure must detail any significant conflicts of interest arising from the individual's external activities. The conflict of interest policy is reviewed by the legal department to ensure that individuals with external relationships do not improperly influence business decisions where their independence may be compromised. This process helps safeguard the integrity of the organization's decision-making. Form 990, Part VI, Section B, line 15 All compensation for the CEO, senior management, officers & key employees is determined and reviewed by the board of directors. To ensure impartiality, the board has established a compensation committee composed of independent trustees. The compensation committee conducts annual evaluations to review and approve executive compensation as well as compensation for officers and key employees, ensuring that it aligns with industry standards and the organization's goals. Form 990, Part VI, Section C, line 19 The organization provides its governing documents, conflict of interest policy, and financial statements to the public upon request. Additionally, the organization's financial statements are accessible on the public charities website maintained by the Commonwealth of Massachusetts Attorney General, ensuring transparency and accountability. Form 990, Part IX, line 11g Catering services: Program service expenses 0. Management and general expenses 30,120. Fundraising expenses 0. Total expenses 30,120. Consulting services: Program service expenses 0. Management and general expenses 3,922,715. Fundraising expenses 0. Total expenses 3,922,715. Employment agency services: Program service expenses 263,141. Management and general expenses 133,001. Fundraising expenses 12,547. Total expenses 408,689. Purchased medical services: Program service expenses 982,253. Management and general expenses 0. Fundraising expenses 0. Total expenses 982,253. Miscellaneous purchased services: Program service expenses 5,141,232. Management and general expenses 2,490,012. Fundraising expenses 23,500. Total expenses 7,654,744. Temp agency services: Program service expenses 731,507. Management and general expenses 354,285. Fundraising expenses 3,344. Total expenses 1,089,136. Form 990, Part XI, line 9: Net transfers to (from) Medical Center 569,434. Children's Medical Center Corporation 55 Shattuck Street Boston MA 02115 041174680 Holds & manages security, real estate investments for Children's Hospital Co MA 501(c)(3) Line 12b, II N/A 0 Children's Hospital Corporation 300 Longwood Avenue Boston MA 02115 042774441 Pediatric health care, education & research MA 501(c)(3) Line 3 Children's Medical Center Corporation 0 Blood Research Institute Inc 300 Longwood Avenue Boston MA 02115 043136318 Owns & leases real estate MA 501(c)(3) Line 12a Children's Medical Center Corporation 0 Longwood Research Institute Inc 300 Longwood Avenue Boston MA 02115 042781368 Medical & scientific research; holds real estate investments MA 501(c)(3) Line 12b, II Children's Medical Center Corporation 0 CHB Properties Inc 300 Longwood Avenue Boston MA 02115 043323330 Holds & manages satellite ambulatory centers; holds real estate investments MA 501(c)(3) Line 10 Children's Medical Center Corporation 0 Boston Children's Network Specialty Physicians Inc 300 Longwood Avenue Boston MA 02115 881343469 Health care MA 501(c)(3) Line 10 Children's Hospital Corporation 0 Franciscan Pediatrics Inc 30 Warren Street Brighton MA 02135 043160358 Physician group MA Franciscan Hospital for Children Inc C 45058 29445 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 Franciscan Pediatrics Inc Q 1112651 Cost Franciscan Pediatrics Inc S 1587526 Cost