CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD (EIN 04-3326928)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-13
- IRS object ID
- 201932259349300903
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-13T07:09:06-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043326928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL J SHAPIRO INSTITUTE FOR EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | AND RESEARCH AT HARVARD MEDICAL SCHOOL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 6176670608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROOKLINE AVENUE NO ES 2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022155400 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M SCHWARTZSTEIN MD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6176670608 | PhoneNum |
| Signature | 2019-08-09 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.88.219 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-09 | IPDt |
| IP Tm | 14:56:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B07FDA97AAC7713492025A2A90B7F2A504042AC6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD M SCHWARTZSTEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROOKLINE AVENUE NO ES 2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022155400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $814,338 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BIDMC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $1,953 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,820 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $673,980 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $745,898 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,618 | PYInvestmentIncomeAmt |
| CY Investment Income | $67,940 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $694,598 | PYTotalRevenueAmt |
| CY Total Revenue | $814,338 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $94,408 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $210,686 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $445,396 | PYOtherExpensesAmt |
| CY Other Expenses | $404,541 | CYOtherExpensesAmt |
| PY Total Expenses | $539,804 | PYTotalExpensesAmt |
| CY Total Expenses | $615,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $154,794 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $199,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,467,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,739,369 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,470 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,921 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,422,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,673,448 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,933 | ExpenseAmt |
| Revenue | $60,846 | RevenueAmt |
| Desc | SIMULATION AND SKILLS CENTER ("CENTER") - THE CENTER PROVIDES OPPORTUNITIES FOR TRAINEES TO PRACTICE SKILLS FOR LAPAROSCOPIC AND OTHER SURGICAL PROCEDURES, TO ENGAGE IN TEAM-BASED LEARNING, AND TO ENHANCE COMMUNICATION SKILLS. THE CENTER INCORPORATES REALISTIC OPERATING AND INTENSIVE CARE/EMERGENCY ROOMS WHICH ALLOW FOR TEAM TRAINING AND DISCIPLINE-SPECIFIC EDUCATIONAL EXPERIENCES. THE CENTER'S RESOURCES INCLUDE A WIDE RANGE OF TASK TRAINERS AND SIMULATORS, VIDEOCONFERENCE FACILITIES AND DEDICATED FACULTY AND STAFF TO SUPPORT THE EDUCATION OF STUDENTS, TRAINEES, AND PRACTITIONERS IN ALL OF THE HEALTH CARE PROFESSIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $113,108 | ExpenseAmt |
| Revenue | $205,182 | RevenueAmt |
| Desc | CONTINUING MEDICAL EDUCATION COURSES - THE INSTITUTE HAS SPONSORED COURSES ON "MAXIMIZING YOUR TEACHING SKILLS: PRINCIPLES OF MEDICAL EDUCATION." THE COURSE CURRICULUM IS AN INTRODUCTION TO THE PRINCIPLES OF EFFECTIVE CLINICAL TEACHING FOR ADULT LEARNERS. THROUGH DIDACTIC AND INTERACTIVE SESSIONS, PARTICIPANTS LEARN MODELS OF CLINICAL INSTRUCTION AND HOW TO APPLY THESE EFFECTIVE TECHNIQUES TO THEIR OWN TEACHING. THE COURSE ALSO PROVIDES AN EXPLORATION OF CRITICAL THINKING, REFLECTION, ASSESSMENT, AND FEEDBACK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $154,885 | ExpenseAmt |
| Revenue | $424,870 | RevenueAmt |
| Desc | THE INSTITUTE COLLABORATES WITH THE INTERNATIONAL EMERGENCY MANAGEMENT SOCIETY EMERGENCY MEDICAL COMMITTEE, TO DEVELOP PROGRAMS AND INITIATIVES WHICH PROMOTE THE INTERNATIONAL EXCHANGE OF MEDICAL STUDENTS AND SHARE MUTUAL MEDICAL EDUCATION INTERESTS. THE TWO PARTIES JOINTLY PROMOTED EDUCATION TO MAKE A SIGNIFICANT CONTRIBUTION TO THE DEVELOPMENT AND PROGRESS OF HUMAN HEALTH IN CHINA, INCLUDING AN EDUCATIONAL PROGRAM FOR CHINESE SENIOR HOSPITAL EXECUTIVES IN BOSTON. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $257,027 | ExpenseAmt |
| Grant | $210,686 | GrantAmt |
| Revenue | $55,000 | RevenueAmt |
| Desc | THE SHAPIRO INSTITUTE HAS RUN SEVERAL EDUCATION RESEARCH PROGRAMS INCLUDING: THE FAMILY MEETING PROJECT, TO ASSESS AND TRAIN THE COMMUNICATION SKILLS OF RESIDENTS DEALING WITH FAMILY MEMBERS OF PATIENTS IN CRITICAL CARE SITUATIONS IN A SIMULATED ICU ENVIRONMENT. THE INSTITUTE ALSO PROVIDES SUPPORT FOR AN INDIVIDUAL TO CONDUCT MEDICAL EDUCATION RESEARCH, INDEPENDENT OF HIS OR HER OWN RESIDENCY ACTIVITIES, WHICH CAN ASSESS THE SUCCESS OF EDUCATIONAL INTERVENTIONS IN PROVIDING EFFECTIVE AND SAFE PATIENT CARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $257,027 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $210,686 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $55,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $556,953 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE COUGHLIN | PersonNm |
| Phone | 6176679120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROOKLINE AVENUE EAST CAMPUS/ES | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDERSON CAROL F | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENNER-GATI MD LEONA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHAIKOF MD PHD ELLIOT L | ||||||||
| TRUSTEE | 1.00 | 64.00 | Yes (X) | $0 | $1,061,786 | $119,925 | ||
| DAGI MD TEO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DALEY MD PHD GEORGE | ||||||||
| TRUSTEE | 1.00 | 59.00 | Yes (X) | $0 | $807,671 | $34,281 | ||
| EDELHEIT PHD LEWIS S | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GOLDBERG CAROL R | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HEALY PETER | ||||||||
| TRUSTEE (EX-OFFICIO) & CO-CHAIR | 1.00 | 59.00 | Yes (X) | $0 | $687,608 | $95,491 | ||
| HUNDERT MD EDWARD | ||||||||
| TRUSTEE | 1.00 | 59.00 | Yes (X) | $0 | $389,020 | $60,525 | ||
| MACDOWELL VIRGINIA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RABKIN MD MITCHELL T | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICCIOTTI MD HOPE A | ||||||||
| TRUSTEE | 1.00 | 64.00 | Yes (X) | $450 | $660,904 | $86,977 | ||
| ROBERTS MD DAVID | ||||||||
| TRUSTEE | 1.00 | 59.00 | Yes (X) | $37,900 | $389,033 | $63,148 | ||
| SAFFITZ MD PHD JEFFREY E | ||||||||
| TRUSTEE | 1.00 | 64.00 | Yes (X) | $1,000 | $655,602 | $53,803 | ||
| SCHWARTZSTEIN RICHARD M | ||||||||
| TRUSTEE (EX-OFFICIO), EXECUTIVE DIRECTOR | 6.00 | 54.00 | Yes (X) | $51,353 | $392,650 | $48,270 | Yes (X) | |
| STEVENSON MD PHD MARY ANN | ||||||||
| TRUSTEE | 1.00 | 59.00 | Yes (X) | $0 | $739,491 | $76,473 | ||
| SUKHATME MD SCD VIKAS P | ||||||||
| TRUSTEE (EX-OFFICIO) | 1.00 | 59.00 | Yes (X) | $500 | $547,228 | $60,839 | ||
| TABB MD KEVIN | ||||||||
| TRUSTEE (EX-OFFICIO) & CO-CHAIR | 1.00 | 64.00 | Yes (X) | $0 | $1,594,288 | $204,209 | ||
| ZEIDEL MD MARK L | ||||||||
| TRUSTEE | 1.00 | 64.00 | Yes (X) | $0 | $784,016 | $72,378 | ||
| COUGHLIN CHRISTINE M | ||||||||
| CLERK/SECRETARY | 2.00 | 18.00 | $7,562 | $46,655 | $5,901 | Yes (X) | ||
| WANG DIANA | ||||||||
| TREASURER & FINANCIAL ANALYST | 8.00 | 12.00 | $38,232 | $47,416 | $12,532 | Yes (X) | ||
| HUGHES CAROL A | ||||||||
| OPERATIONS DIRECTOR | 8.00 | 32.00 | $67,571 | $117,929 | $46,300 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $204,568 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,921,297 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,041,052 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $500 | AllOtherContributionsAmt |
| Total Contributions | $500 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $745,898 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $745,898 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $745,898 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,781 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$206 | UnrelatedBusinessRevenueAmt |
| Exclusion | $65,987 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,159 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,159 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,159 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,159 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $814,338 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $745,898 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,953 | UnrelatedBusinessRevenueAmt |
| Exclusion | $65,987 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,686 | TotalAmt |
| Program Services | $210,686 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,467 | TotalAmt |
| Management And General | $31,467 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,401 | TotalAmt |
| Program Services | $3,534 | ProgramServicesAmt |
| Management And General | $7,867 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,173 | TotalAmt |
| Program Services | $4,173 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,452 | TotalAmt |
| Program Services | $301,452 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,095 | TotalAmt |
| Program Services | $7,469 | ProgramServicesAmt |
| Management And General | $16,626 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TEACHING HONORARIUM | $24,775 | $24,775 | |
| TEACHING EXPENSES | $4,864 | $4,864 | |
| BOOKS DUES AND SUBSCRIP | $1,448 | $1,448 | |
| BANK FEES | $866 | $866 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,227 | TotalAmt |
| Program Services | $556,953 | ProgramServicesAmt |
| Management And General | $58,274 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466,111 | BOYAmt |
| EOY | $1,767,242 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,742 | BOYAmt |
| EOY | $10,883 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $223,024 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $152,242 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,877 | BOYAmt |
| EOY | $70,782 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,038 | BOYAmt |
| EOY | $1,881,320 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,467,768 | BOYAmt |
| EOY | $3,739,369 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,470 | BOYAmt |
| EOY | $35,921 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $30,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,470 | BOYAmt |
| EOY | $65,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,054,592 | BOYAmt |
| EOY | $2,280,740 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,706 | BOYAmt |
| EOY | $494,708 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,000 | BOYAmt |
| EOY | $898,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,422,298 | BOYAmt |
| EOY | $3,673,448 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,467,768 | BOYAmt |
| EOY | $3,739,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $199,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,272 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $18,767 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||
| 042103881 | 3 | Yes (1) | $257,407 | $0 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||
| 042103580 | 2 | Yes (1) | $257,407 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $514,814 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | 0 | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 6 | AS PREVIOUSLY NOTED IN THIS FILING, THE INSTITUTE IS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO BIDMC. ALL OF THESE ENTITIES ARE PUBLIC CHARITIES EXEMPT FROM INCOME TAX UNDER SECTION 501(C) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. DURING THE PERIOD COVERED BY THIS FILING AS REPORTED IN SCHEDULE I, GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS, GOVERNMENTS AND INDIVIDUALS IN THE UNITED STATES, THE SHAPIRO INSTITUTE MADE CASH GRANTS TO BIDMC IN FURTHERANCE OF BIDMC'S MISSIONS. |
| FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 1 | FOR THE PERIOD COVERED BY THIS FILING, ALTHOUGH A MAJORITY OF THE INSTITUTE'S BOARD WAS NOT APPOINTED BY ITS SUPPORTED ORGANIZATIONS, PURSUANT TO THE SHAPIRO INSTITUTE'S BY-LAWS, A MAJORITY OF THE INSTITUTE'S OFFICERS WERE APPOINTED BY ITS SUPPORTED ORGANIZATIONS. IN ADDITION, AT ALL TIMES DURING THE YEAR THE INSTITUTE'S SUPPORTED ORGANIZATIONS MAINTAINED A CLOSE WORKING RELATIONSHIP WITH THE INSTITUTE. IN PARTICULAR, ALL OF THE INSTITUTE'S OFFICERS WERE INDIVIDUALS EMPLOYED BY AND/OR APPOINTED BY THE SUPPORTED ORGANIZATIONS. OF THESE, HALF OF THE OFFICER POSITIONS, THE TWO CO-CHAIRS AND THE EXECUTIVE DIRECTOR, WERE FILLED BY THE SUPPORTED ORGANIZATIONS. SPECIFICALLY THE TWO CO-CHAIRS WERE INDIVIDUALS WHO SERVED IN THOSE POSITIONS, EX-OFFICIO, BY VIRTUE OF OFFICES TO WHICH THEY WERE NAMED AT THE SUPPORTED ORGANIZATIONS BY THE SUPPORTED ORGANIZATIONS' BOARDS OR OFFICERS OF THE SUPPORTED ORGANIZATIONS ACTING IN THEIR OFFICIAL CAPACITIES, AND THE EXECUTIVE DIRECTOR WAS APPOINTED BY THE CO-CHAIRS ACTING ON BEHALF OF THE TWO SUPPORTED ORGANIZATIONS. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,392,368 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,340 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,413,708 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,723,254 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $112,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $422,996 | OtherExpendituresAmt |
| End Year Balance | $1,392,368 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,631,810 | BeginningYearBalanceAmt |
| Contributions | $400,000 | ContributionsAmt |
| Investment Earnings Or Losses | $45,924 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $324,480 | OtherExpendituresAmt |
| End Year Balance | $1,723,254 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,710,961 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,575 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $73,726 | OtherExpendituresAmt |
| End Year Balance | $1,631,810 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,658,531 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $143,793 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,363 | OtherExpendituresAmt |
| End Year Balance | $1,710,961 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.64000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,413 | DepreciationAmt |
| Book Value | $32,247 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,704 | DepreciationAmt |
| Book Value | $37,340 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,125 | DepreciationAmt |
| Book Value | $1,195 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $70,782 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAREGROUP INVESTMENT PARTNERSHIP | Desc |
| Book Value | $1,881,320 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,881,320 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $988,159 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $33,273 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $140,548 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $173,821 | RevenueNotReportedAmt |
| Revenue Subtotal | $814,338 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $814,338 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $755,775 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $140,548 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $140,548 | ExpensesNotReportedAmt |
| Expenses Subtotal | $615,227 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $615,227 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE OPERATES AS A PUBLICLY SUPPORTED TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. THE INSTITUTE IS ALSO EXEMPT FROM MASSACHUSETTS INCOME TAX UNDER MASSACHUSETTS GENERAL LAW CHAPTER 180. AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. UNCERTAIN TAX POSITIONS THE INSTITUTE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE INSTITUTE HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY, AND ITS DETERMINATIONS OF WHICH INCOME IS RELATED AND UNRELATED, AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE INSTITUTE HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN ANY UNCERTAINTIES REQUIRING RECOGNITION. THE INSTITUTE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE INSTITUTE'S FEDERAL AND STATE RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | INVESTMENTS | $171,908 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $26,369 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $5,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $204,012 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $204,012 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE F, PART IV, LINE 1 | ALTHOUGH THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER WAS AN INDIRECT U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION DURING THE TAX YEAR, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 926, RETURN BY A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. |
| FORM 990, SCHEDULE F, PART IV, LINE 3 | ALTHOUGH THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS. |
| FORM 990, SCHEDULE F, PART IV, LINE 4 | ALTHOUGH THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, SUCH OWNERSHIP DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8621, INFORMATION RETURN BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND. |
| FORM 990, SCHEDULE F, PART IV, LINE 5 | ALTHOUGH THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER HELD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN PARTNERSHIP DURING THE TAX YEAR, THE INTEREST DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL DEACONESS MEDICAL CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROOKLINE AVE ES2 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042103881 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $210,686 | CashGrantAmt |
| Purpose Of Grant | TO SUPPORT MEDICAL EDUCATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART IV | FormAndLineReferenceDesc |
| Explanation | AS PREVIOUSLY NOTED IN THIS FILING, BIDMC IS AN ENTITY SUPPORTED BY THE SHAPIRO INSTITUTE. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO BIDMC AND AN ENTITY THAT CONDUCTS RESEARCH AND TEACHING IN CONJUNCTION WITH BIDMC AND IN FURTHERANCE OF BIDMC'S MISSIONS. AS SUCH, ANY SUPPORT PROVIDED TO HMFP IS IN FURTHERANCE OF THE BIDMC PURPOSES AS WELL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHAIKOF MD PHD ELLIOT L | ||||||||||||||
| TRUSTEE | $0 | $1,044,768 | $0 | $0 | $0 | $17,018 | $0 | $79,559 | $0 | $40,366 | $0 | $1,181,711 | $0 | $0 |
| DALEY MD PHD GEORGE | ||||||||||||||
| TRUSTEE | $0 | $788,000 | $0 | $0 | $0 | $19,671 | $0 | $34,140 | $0 | $141 | $0 | $841,952 | $0 | $0 |
| HEALY PETER | ||||||||||||||
| TRUSTEE (EX-OFFICIO) & CO-CHAIR | $0 | $564,547 | $0 | $103,620 | $0 | $19,441 | $0 | $54,580 | $0 | $40,911 | $0 | $783,099 | $0 | $0 |
| HUNDERT MD EDWARD | ||||||||||||||
| TRUSTEE | $0 | $369,536 | $0 | $0 | $0 | $19,484 | $0 | $34,140 | $0 | $26,385 | $0 | $449,545 | $0 | $0 |
| RICCIOTTI MD HOPE A | ||||||||||||||
| TRUSTEE | $0 | $650,839 | $450 | $0 | $0 | $10,065 | $0 | $50,625 | $0 | $36,352 | $450 | $747,881 | $0 | $0 |
| ROBERTS MD DAVID | ||||||||||||||
| TRUSTEE | $37,900 | $370,760 | $0 | $0 | $0 | $18,273 | $0 | $34,140 | $0 | $29,008 | $37,900 | $452,181 | $0 | $0 |
| SAFFITZ MD PHD JEFFREY E | ||||||||||||||
| TRUSTEE | $1,000 | $636,169 | $0 | $0 | $0 | $19,433 | $0 | $33,984 | $0 | $19,819 | $1,000 | $709,405 | $0 | $0 |
| SCHWARTZSTEIN RICHARD M | ||||||||||||||
| TRUSTEE (EX-OFFICIO), EXECUTIVE DIRE | $44,916 | $334,716 | $5,445 | $49,008 | $992 | $8,926 | $2,970 | $26,730 | $1,857 | $16,713 | $56,180 | $436,093 | $0 | $0 |
| STEVENSON MD PHD MARY ANN | ||||||||||||||
| TRUSTEE | $0 | $724,659 | $0 | $0 | $0 | $14,832 | $0 | $50,625 | $0 | $25,848 | $0 | $815,964 | $0 | $0 |
| SUKHATME MD SCD VIKAS P | ||||||||||||||
| TRUSTEE (EX-OFFICIO) | $500 | $447,529 | $0 | $62,005 | $0 | $37,694 | $0 | $32,825 | $0 | $28,014 | $500 | $608,067 | $0 | $0 |
| TABB MD KEVIN | ||||||||||||||
| TRUSTEE (EX-OFFICIO) & CO-CHAIR | $0 | $1,088,019 | $0 | $485,375 | $0 | $20,894 | $0 | $158,280 | $0 | $45,929 | $0 | $1,798,497 | $0 | $0 |
| ZEIDEL MD MARK L | ||||||||||||||
| TRUSTEE | $0 | $765,761 | $0 | $0 | $0 | $18,255 | $0 | $46,563 | $0 | $25,815 | $0 | $856,394 | $0 | $0 |
| COUGHLIN CHRISTINE M | ||||||||||||||
| CLERK/SECRETARY | $7,562 | $46,655 | $0 | $0 | $0 | $0 | $630 | $4,616 | $79 | $576 | $8,271 | $51,847 | $0 | $0 |
| WANG DIANA | ||||||||||||||
| TREASURER & FINANCIAL ANALYST | $38,182 | $47,324 | $0 | $0 | $50 | $92 | $1,986 | $3,688 | $2,400 | $4,458 | $42,618 | $55,562 | $0 | $0 |
| HUGHES CAROL A | ||||||||||||||
| OPERATIONS DIRECTOR | $67,548 | $117,826 | $0 | $0 | $23 | $103 | $2,341 | $10,667 | $5,993 | $27,299 | $75,905 | $155,895 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THE INSTITUTE'S FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 IS CALENDAR YEAR 2017 DETAIL. AS PREVIOUSLY NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER ("MEDICAL CENTER") IS AN ORGANIZATION SUPPORTED BY THE INSTITUTE. DURING THE 2017 CALENDAR YEAR, THE MEDICAL CENTER WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM AND THE BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN. PURSUANT TO THESE PLANS, ELIGIBLE EMPLOYEES RECEIVED CERTAIN RETIREMENT BENEFITS AND/OR CAN DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. AMOUNTS DEFERRED BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR IN FORM 990 SCHEDULE J PART II, COLUMN C, DEFERRED COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. |
| FORM 990 SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL & BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS SHAPIRO INSTITUTE AND PFHC/HMS RESPECTIVELY. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS HMFP AND BIDMC RESPECTIVELY. ANDERSON, CAROL F. TRUSTEE (EX-OFFICIO) - SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) AND CHAIR - BETH ISRAEL DEACONESS MEDICAL CENTER MS. ANDERSON'S TERM ON THE SHAPIRO INSTITUTE BOARD BEGAN OCTOBER 1, 2017. MS. ANDERSON DEVOTES, ON AVERAGE, A COMBINED 11 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. BRENNER-GATI, M.D., LEONA TRUSTEE - SHAPIRO INSTITUTE DR. BRENNER-GATI DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. CHAIKOF, M.D., PHD, ELLIOT TRUSTEE - SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) AND CHAIR (SURGERY) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHIEF (SURGERY) -BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION JOHNSON & JOHNSON PROFESSOR OF SURGERY - HARVARD MEDICAL SCHOOL DR. CHAIKOF PERFORMS SERVICES FOR BOTH HMFP AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. CHAIKOF IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. CHAIKOF'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 522,384 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,509 DEFERRED COMPENSATION: 39,780 NON-TAXABLE BENEFITS: 20,183 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 522,384 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,509 DEFERRED COMPENSATION: 39,780 NON-TAXABLE BENEFITS: 20,183 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. CHAIKOF'S POSITIONS AS CHIEF OF SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF SURGERY AND JOHNSON & JOHNSON PROFESSOR OF SURGERY, HARVARD MEDICAL SCHOOL: $232,621 BASE AND OTHER REPORTABLE COMPENSATION, $28,934_ DEFERRED COMPENSATION AND $4,349_NON-TAXABLE BENEFITS. DAGI, M.D., TEO TRUSTEE - SHAPIRO INSTITUTE DR. DAGI'S TERM ON THE SHAPIRO INSTITUTE BOARD BEGAN OCTOBER 1, 2017. DR. DAGI DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. DALEY, M.D., PHD., GEORGE TRUSTEE (EX-OFFICIO) AND CO-CHAIR - SHAPIRO INSTITUTE DEAN FOR FACULTY OF MEDICINE AT HARVARD MEDICAL SCHOOL DR. DALEY'S TERM ON THE SHAPIRO INSTITUTE BOARD BEGAN OCTOBER 1, 2017. EDWARD HUNDERT, M.D. SERVED AS DR. DALEY'S DESIGNATE ON THE SHAPIRO BOARD THROUGH DECEMBER 31, 2017. EFFECTIVE JANUARY 25, 2018 DAVID ROBERTS, M.D SERVES AS DR. DALEY'S DESIGNATE ON THE SHAPIRO BOARD. DR. DALEY DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY PFHC/HMS BASE COMPENSATION: 788,000 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 19,671 DEFERRED COMPENSATION: 34,140 NON-TAXABLE BENEFITS: 141 EDELHEIT, PHD., LEWIS S. TRUSTEE - SHAPIRO INSTITUTE DR. EDELHEIT DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. GOLDBERG, CAROL R. TRUSTEE - SHAPIRO INSTITUTE MS. GOLDBERG DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. HEALY, PETER TRUSTEE DESIGNATE - SHAPIRO INSTITUTE PRESIDENT - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION MR. HEALY'S TERM AS DR. TABB'S DESIGNATE ON THE SHAPIRO INSTITUTE BOARD BEGAN OCTOBER 27, 2017. MR. HEALY DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 564,547 INCENTIVE COMPENSATION: 103,620 OTHER REPORTABLE COMPENSATION: 19,441 DEFERRED COMPENSATION: 54,580 NON-TAXABLE BENEFITS: 40,911 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. HEALY INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $54,175. OF THIS AMOUNT, $36,175 IS BOTH UNFUNDED AND UNVESTED. HUNDERT, M.D., EDWARD TRUSTEE DESIGNATE - SHAPIRO INSTITUTE DEAN FOR MEDICAL EDUCATION - HARVARD MEDICAL SCHOOL DR. HUNDERT'S TERM AS DR. DALEY'S DESIGNATE ON THE SHAPIRO INSTITUTE BOARD ENDED DECEMBER 31, 2017. DR. HUNDERT DEVOTED, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY PFHC/HMS BASE COMPENSATION: 369,536 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 19,484 DEFERRED COMPENSATION: 34,140 NON-TAXABLE BENEFITS: 26,385 MACDOWELL, VIRGINIA TRUSTEE - SHAPIRO INSTITUTE DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP MS. MACDOWELL DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. RABKIN, M.D., MITCHELL T. HONORARY TRUSTEE, CO-FOUNDER AND DISTINGUISHED INSTITUTE SCHOLAR - SHAPIRO INSTITUTE DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. DIRECTOR - MILTON HOSPITAL FOUNDATION, INC. DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. RABKIN DEVOTES, ON AVERAGE, A COMBINED 3 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. RICCIOTTI, M.D., HOPE TRUSTEE - SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) AND CHAIR OF OBSTETRICS AND GYNECOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF OBSTETRICS AND GYNECOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION |
| FORM 990 SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES (CONTINUED): | ASSOCIATE PROFESSOR OF OBSTETRICS, GYNECOLOGY AND REPRODUCTIVE BIOLOGY - HARVARD MEDICAL SCHOOL DR. RICCIOTTI DEVOTED, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. RICCIOTTI PERFORMED SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. RICCIOTTI IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. RICCIOTTI'S COMPENSATION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY SHAPIRO INSTITUTE: BASE COMPENSATION: 450 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 325,420 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,033 DEFERRED COMPENSATION: 25,313 NON-TAXABLE BENEFITS: 18,176 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 325,420 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,033 DEFERRED COMPENSATION: 25,313 NON-TAXABLE BENEFITS: 18,176 ROBERTS, M.D., DAVID TRUSTEE DESIGNATE - SHAPIRO INSTITUTE DEAN FOR EXTERNAL EDUCATION - HARVARD MEDICAL SCHOOL DR. ROBERT'S TERM AS DR. DALEY'S DESIGNATE ON THE SHAPIRO INSTITUTE BOARD BEGAN JANUARY 25, 2018. DR. ROBERTS DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY SHAPIRO INSTITUTE: BASE COMPENSATION: 37,900 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY PFHC/HMS BASE COMPENSATION: 370,760 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 18,273 DEFERRED COMPENSATION: 34,140 NON-TAXABLE BENEFITS: 29,008 SAFFITZ, M.D., PH.D., JEFFREY E. TRUSTEE - SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) AND CHAIR OF PATHOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF PATHOLOGY AND INTERIM CHIEF ACADEMIC OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BIH PATHOLOGY FOUNDATION MALINCKRODT PROFESSOR OF PATHOLOGY - HARVARD MEDICAL SCHOOL DR. SAFFITZ PERFORMS SERVICES FOR BOTH HMFP AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SAFFITZ IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. SAFFITZ'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY SHAPIRO INSTITUTE: BASE COMPENSATION: 1,000 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 318,095 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,717 DEFERRED COMPENSATION: 16,992 NON-TAXABLE BENEFITS: 9,910 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 318,095 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,717 DEFERRED COMPENSATION: 16,992 NON-TAXABLE BENEFITS: 9,910 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SAFFITZ'S POSITIONS AS CHIEF OF PATHOLOGY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF PATHOLOGY AND MALINCKRODT PROFESSOR OF PATHOLOGY, HARVARD MEDICAL SCHOOL: 15,836 BASE AND OTHER REPORTABLE COMPENSATION, 1,584 DEFERRED COMPENSATION AND 141 NON-TAXABLE BENEFITS. SCHWARTZSTEIN, M.D., RICHARD M. TRUSTEE (EX-OFFICIO), AND EXECUTIVE DIRECTOR - SHAPIRO INSTITUTE VICE PRESIDENT OF EDUCATION - BETH ISRAEL DEACONESS MEDICAL CENTER PHYSICIAN, PULMONARY AND CRITICAL CARE MEDICINE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ELLEN AND MELVIN GORDON PROFESSOR OF MEDICAL EDUCATION - HARVARD MEDICAL SCHOOL DR. SCHWARTZSTEIN PERFORMS SERVICES FOR THE SHAPIRO INSTITUTE, BIDMC AND HMFP AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. SCHWARTZSTEIN RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE AND HMFP FOR HIS SERVICES PROVIDED IN THESE ROLES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SCHWARTZSTEIN IS PAID DIRECTLY BY SHAPIRO INSTITUTE AND HMFP, THE PORTION OF DR. SCHWARTZSTEIN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY SHAPIRO INSTITUTE: BASE COMPENSATION: 44,916 INCENTIVE COMPENSATION: 5,445 OTHER REPORTABLE COMPENSATION: 992 DEFERRED COMPENSATION: 2,970 NON-TAXABLE BENEFITS: 1,857 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 80,332 INCENTIVE COMPENSATION: 11,762 OTHER REPORTABLE COMPENSATION: 2,142 DEFERRED COMPENSATION: 6,415 NON-TAXABLE BENEFITS: 4,011 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 254,384 INCENTIVE COMPENSATION: 37,246 OTHER REPORTABLE COMPENSATION: 6,784 DEFERRED COMPENSATION: 20,315 NON-TAXABLE BENEFITS: 12,703 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SCHWARTZSTEIN'S POSITIONS AS BIDMC VICE PRESIDENT OF EDUCATION, HMFP PULMONARY AND CRITICAL CARE PHYSICIAN AND ELLEN AND MELVIN GORDON PROFESSOR OF MEDICAL EDUCATION, HARVARD MEDICAL SCHOOL: 4,700 BASE AND OTHER REPORTABLE COMPENSATION. STEVENSON, M.D., PHD, MARY ANN TRUSTEE - SHAPIRO INSTITUTE CHIEF, RADIATION ONCOLOGY -BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO), SECRETARY, BOARD CHAIR AND CHAIR, RADIATION ONCOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. ASSOCIATE PROFESSOR OF RADIATION ONCOLOGY - HARVARD MEDICAL SCHOOL DR. STEVENSON PERFORMS SERVICES FOR BOTH HMFP AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. STEVENSON IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. STEVENSON'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 362,330 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,416 DEFERRED COMPENSATION: 25,513 NON-TAXABLE BENEFITS: 12,924 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 362,330 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,416 DEFERRED COMPENSATION: 25,313 NON-TAXABLE BENEFITS: 12,924 SUKHATME, M.D., SC.D, VIKAS P. TRUSTEE - SHAPIRO INSTITUTE CHIEF ACADEMIC OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER NEPHROLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER VICTOR J. ARESTY PROFESSOR OF MEDICINE- HARVARD MEDICAL SCHOOL DR. SUKHATME'S TERM ON THE SHAPIRO INSTITUTE BOARD ENDED OCTOBER 31, 2017. DR. SUKHATME DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. |
| FORM 990 SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES (CONTINUED): | DR. SUKHATME PERFORMED SERVICES FOR THE SHAPIRO INSTITUTE, BIDMC AND HMFP AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. SUKHATME RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE AND BIDMC FOR HIS SERVICES PROVIDED IN THESE ROLES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SUKHATME IS PAID DIRECTLY BY SHAPIRO INSTITUTE AND BIDMC, THE PORTION OF DR. SUKHATME'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY SHAPIRO INSTITUTE: BASE COMPENSATION: 500 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY BIDMC BASE COMPENSATION: 447,529 INCENTIVE COMPENSATION: 62,005 OTHER REPORTABLE COMPENSATION: 37,694 DEFERRED COMPENSATION: 32,825 NON-TAXABLE BENEFITS: 30,954 AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SUKHATME'S POSITION AS VICTOR J. ARESTY PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: 78,553 BASE AND OTHER REPORTABLE COMPENSATION, 7,795 DEFERRED COMPENSATION AND 141 NON-TAXABLE BENEFITS. TABB, M.D., KEVIN TRUSTEE (EX-OFFICIO) AND CO-CHAIR - SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. DIRECTOR AND PRESIDENT - BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL EFFECTIVE OCTOBER 27, 2017 PETER HEALY SERVES AS DR. TABB'S DESIGNATE ON THE SHAPIRO BOARD. DR. TABB DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 1,088,019 INCENTIVE COMPENSATION: 485,375 OTHER REPORTABLE COMPENSATION: 20,894 DEFERRED COMPENSATION: 158,280 NON-TAXABLE BENEFITS: 45,929 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $156,550. OF THIS AMOUNT, $138,550 IS BOTH UNFUNDED AND UNVESTED. ZEIDEL, M.D., MARK TRUSTEE - SHAPIRO INSTITUTE DIRECTOR (EX-OFFICIO) AND CHIEF (MEDICINE) -BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHAIR (MEDICINE) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT, CORP, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. ZEIDEL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. ZEIDEL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. ZEIDEL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 382,881 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,128 DEFERRED COMPENSATION: 23,282 NON-TAXABLE BENEFITS: 12,908 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 382,881 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,128 DEFERRED COMPENSATION: 23,282 NON-TAXABLE BENEFITS: 12,908 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHAIR OF MEDICINE AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: 155,888 BASE AND OTHER REPORTABLE COMPENSATION, 16,863 DEFERRED COMPENSATION AND 1,913 NON-TAXABLE BENEFITS. COUGHLIN, CHRISTINE, M. CLERK AND ASSOCIATE DIRECTOR - SHAPIRO INSTITUTE ADMINISTRATIVE DIRECTOR, CENTER FOR EDUCATION, ACADEMIC AFFAIRS - BETH ISRAEL DEACONESS MEDICAL CENTER MS. COUGHLIN PERFORMS SERVICES FOR BOTH THE SHAPIRO INSTITUTE AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 20 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. COUGHLIN RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE AND BIDMC FOR HER SERVICES PROVIDED IN THESE ROLES. THE PORTION OF MS. COUGHLIN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY SHAPIRO INSTITUTE BASE COMPENSATION: 7,562 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 630 NON-TAXABLE BENEFITS: 79 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 46,655 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 4,616 NON-TAXABLE BENEFITS: 576 HUGHES, CAROL A. OPERATIONS DIRECTOR - SHAPIRO INSTITUTE OPERATIONS DIRECTOR, CENTER FOR EDUCATION, ACADEMIC AFFAIRS - BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE EDUCATION, HARVARD INSTITUTE OF MEDICINE - HARVARD MEDICAL SCHOOL MS. HUGHES PERFORMS SERVICES FOR BOTH THE SHAPIRO INSTITUTE, BIDMC AND HMS AND DEVOTES, ON AVERAGE, A COMBINED 40 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. HUGHES RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE, BIDMC AND HMS FOR HER SERVICES PROVIDED IN THESE ROLES. THE PORTION OF MS. HUGHES' COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY SHAPIRO INSTITUTE BASE COMPENSATION: 67,548 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 23 DEFERRED COMPENSATION: 2,341 NON-TAXABLE BENEFITS: 5,993 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 92,696 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 103 DEFERRED COMPENSATION: 10,667 NON-TAXABLE BENEFITS: 27,299 PAYMENTS REPORTED BY PFHC/HMS BASE COMPENSATION: 25,130 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 WANG, DIANA TREASURER AND FINANCIAL ANALYST - SHAPIRO INSTITUTE FINANCIAL ANALYST - BETH ISRAEL DEACONESS MEDICAL CENTER MS. WANG PERFORMS SERVICES FOR BOTH THE SHAPIRO INSTITUTE AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 20 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. WANG RECEIVED PAYMENTS FROM BOTH THE SHAPIRO INSTITUTE AND BIDMC FOR HER SERVICES PROVIDED IN THESE ROLES. THE PORTION OF MS. WANG'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY SHAPIRO INSTITUTE BASE COMPENSATION: 38,182 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 50 DEFERRED COMPENSATION: 1,986 NON-TAXABLE BENEFITS: 2,400 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 47,324 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 92 DEFERRED COMPENSATION: 3,688 NON-TAXABLE BENEFITS: 4,458 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER ("SHAPIRO INSTITUTE OR "INSTITUTE") IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE PROVIDES INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS. THE INSTITUTE SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL (HMS). |
| FORM 990, PART III, LINE 1: | THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER ("SHAPIRO INSTITUTE OR "INSTITUTE") IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE PROVIDES INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS. THE INSTITUTE SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL (HMS). |
| FORM 990, PART III, LINE 4A | SIMULATION AND SKILLS CENTER ("CENTER") - THE CENTER PROVIDES OPPORTUNITIES FOR TRAINEES TO PRACTICE SKILLS FOR LAPAROSCOPIC AND OTHER SURGICAL PROCEDURES, TO ENGAGE IN TEAM-BASED LEARNING, AND TO ENHANCE COMMUNICATION SKILLS. THE CENTER INCORPORATES REALISTIC OPERATING AND INTENSIVE CARE/EMERGENCY ROOMS WHICH ALLOW FOR TEAM TRAINING AND DISCIPLINE-SPECIFIC EDUCATIONAL EXPERIENCES. THE CENTER'S RESOURCES INCLUDE A WIDE RANGE OF TASK TRAINERS AND SIMULATORS, VIDEOCONFERENCE FACILITIES AND DEDICATED FACULTY AND STAFF TO SUPPORT THE EDUCATION OF STUDENTS, TRAINEES, AND PRACTITIONERS IN ALL OF THE HEALTH CARE PROFESSIONS. |
| FORM 990, PART III, LINE 4B | CONTINUING MEDICAL EDUCATION COURSES - THE INSTITUTE HAS SPONSORED COURSES ON "MAXIMIZING YOUR TEACHING SKILLS: PRINCIPLES OF MEDICAL EDUCATION." THE COURSE CURRICULUM IS AN INTRODUCTION TO THE PRINCIPLES OF EFFECTIVE CLINICAL TEACHING FOR ADULT LEARNERS. THROUGH DIDACTIC AND INTERACTIVE SESSIONS, PARTICIPANTS LEARN MODELS OF CLINICAL INSTRUCTION AND HOW TO APPLY THESE EFFECTIVE TECHNIQUES TO THEIR OWN TEACHING. THE COURSE ALSO PROVIDES AN EXPLORATION OF CRITICAL THINKING, REFLECTION, ASSESSMENT, AND FEEDBACK. |
| FORM 990, PART III, LINE 4C | THE INSTITUTE COLLABORATED WITH THE INTERNATIONAL EMERGENCY MANAGEMENT SOCIETY EMERGENCY MEDICAL COMMITTEE, TO DEVELOP PROGRAMS AND INITIATIVES WHICH PROMOTE THE INTERNATIONAL EXCHANGE OF MEDICAL STUDENTS AND SHARE MUTUAL MEDICAL EDUCATION INTERESTS. THE TWO PARTIES JOINTLY PROMOTED EDUCATION TO MAKE A SIGNIFICANT CONTRIBUTION TO THE DEVELOPMENT AND PROGRESS OF HUMAN HEALTH IN CHINA, INCLUDING AN EDUCATIONAL PROGRAM FOR CHINESE SENIOR HOSPITAL EXECUTIVES IN BOSTON. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE SHAPIRO INSTITUTE IS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVES AS A SUPPORT ORGANIZATION, PROVIDING MEDICAL TRAINING AND EDUCATION TO BETH ISRAEL DEACONESS MEDICAL CENTER AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. EACH OF THESE ENTITIES IS ALSO A NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC, AN ENTITY INTEGRALLY RELATED TO BIDMC AND ALSO A NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES NOTED ABOVE. ADDITIONAL DETAIL RELATED TO EMPLOYMENT RELATIONSHIPS IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. |
| FORM 990, PART VI, SECTION A, LINE 8B | MINUTES ARE DOCUMENTED FOR THE BOARD OF TRUSTEE MEETINGS. NO SUBCOMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INSTITUTE'S FORM 990 IS PREPARED IN CONJUNCTION WITH THE BETH ISRAEL DEACONESS MEDICAL CENTER TAX DEPARTMENT AND DELOITTE TAX, LLP. BIDMC IS AN ENTITY SUPPORTED BY THE INSTITUTE AND A TERTIARY CARE ACADEMIC MEDICAL CENTER WHICH, AS NOTED ABOVE IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. PRIOR TO FILING THE FORM 990, RELATED SCHEDULES AND REQUIRED DISCLOSURES (RETURN), TIME IS THEN DEDICATED TO DISCUSS THE RETURN, INCLUDING ITS SCOPE AND CONTENTS, AT A BOARD MEETING AND EACH MEMBER OF THE INSTITUTE'S GOVERNING BODY (BOARD OF TRUSTEES) RECEIVES A COPY OF THE RETURN FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS PREVIOUSLY NOTED IN THIS FILING, THE INSTITUTE IS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC, AN ENTITY INTEGRALLY RELATED TO BIDMC AND ALSO A NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AS NOTED IN THE SUPPLEMENTAL INFORMATION TO THIS FORM 990, PART VII AND SCHEDULE J, THERE IS SIGNIFICANT OVERLAP BETWEEN THE INSTITUTE'S TRUSTEES AND EMPLOYEES AND BIDMC. BIDMC HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL MEMBERS OF ITS WORKFORCE, INCLUDING EMPLOYEES, PROFESSIONAL STAFF, TRAINEES, CONSULTANTS, CONTRACTORS, AGENTS, AND VENDORS, AND TO THE MEMBERS OF THE BOARD OF DIRECTORS. IN ADDITION, HMFP ALSO HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THIS CLOSE RELATIONSHIP, THE INSTITUTE HAS ADOPTED THE BIDMC CONFLICT OF INTEREST POLICY. THE BIDMC TAX DEPARTMENT DISTRIBUTED A JOINT ANNUAL CONFLICT OF INTEREST DISCLOSURE AND TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE INSTITUTE BOARD OF TRUSTEES AS WELL AS CURRENT AND FORMER INSTITUTE OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR THE INSTITUTE TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS PREVIOUSLY NOTED IN THIS FILING, THE INSTITUTE IS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO BIDMC. AS NOTED IN THE SUPPLEMENTAL INFORMATION TO THIS FORM 990, PART VII AND SCHEDULE J, THE INSTITUTE'S EXECUTIVE DIRECTOR ALSO SERVES AS THE VICE PRESIDENT FOR MEDICAL EDUCATION AT BIDMC. THE MEDICAL CENTER HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. THE MEDICAL CENTER'S COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE OF MEDICAL CENTER SENIOR MANAGEMENT INCLUDING VICE PRESIDENTS. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THESE INDIVIDUALS AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS. REGULAR COMPENSATION FOR OTHER BIDMC EMPLOYEES WHO ALSO SERVE AS INSTITUTE OFFICERS IS SET THROUGH THE ORDINARY BIDMC PROCEDURES WITH INPUT FROM THE BIDMC VICE PRESIDENT OF MEDICAL EDUCATION/INSTITUTE EXECUTIVE DIRECTOR. IN ADDITION TO THE COMPENSATION PROCESSES NOTED ABOVE, FROM TIME TO TIME THE INSTITUTE MAY ACKNOWLEDGE EFFORTS OF ITS EXECUTIVE DIRECTOR, OFFICERS OR OTHER EMPLOYEES WITH AN HONORARIUM. THE INSTITUTE'S BOARD OF TRUSTEES APPROVES ANY SUCH AMOUNTS FOR THE EXECUTIVE DIRECTOR AND INSTITUTE OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL APPLICABLE DOCUMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | HOSPITAL | MA | 501(C)(3) | LINE 3 | N/A | 0 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | 042103580 | HOSPITAL | MA | 501(C)(3) | LINE 3 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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