DANA-FARBER CANCER INSTITUTE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DANA-FARBER CANCER INSTITUTE (EIN 04-2263040)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-08-01
IRS object ID
201802139349300530
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-01T12:53:49-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

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CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021165072ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

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EIN042263040EIN

Business Name BusinessName

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Business Name Line1Dana-Farber Cancer Institute IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% STEVEN CONNOLLYInCareOfNm
Business Name ControlDANABusinessNameControlTxt
Phone6176323000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 Brookline Avenue BP418AddressLine1Txt
CityBostonCityNm
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Business Officer BusinessOfficerGrp

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PersonMICHAEL RENEYPersonNm
Person TitleCFOPersonTitleTxt
Phone6176323000PhoneNum
Signature2018-07-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

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PTINP00916443PTIN
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Preparation2018-07-17PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLaurie H Glimcher MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 BROOKLINE AVEAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,499,102,536GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.dana-farber.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1951FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionThe mission of DFCI is to provide expert, compassionate care to COMPASSIONATE CARE TO CHILDREN AND ADULTS WITH CANCER & ADVANCE THE TREATMENT, CURE, AND PREVENTION OF CANCER & RELATED DISEASES.ActivityOrMissionDesc
Voting Members Governing Body66VotingMembersGoverningBodyCnt
Voting Members Independent65VotingMembersIndependentCnt
Total Employee5849TotalEmployeeCnt
Total Volunteers5000TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$453,735,920PYContributionsGrantsAmt
CY Contributions Grants$511,844,582CYContributionsGrantsAmt
PY Program Service Revenue$897,271,681PYProgramServiceRevenueAmt
CY Program Service Revenue$960,793,496CYProgramServiceRevenueAmt
PY Investment Income$626,175PYInvestmentIncomeAmt
CY Investment Income$1,818,484CYInvestmentIncomeAmt
PY Other Revenue$24,805,170PYOtherRevenueAmt
CY Other Revenue$20,654,663CYOtherRevenueAmt
PY Total Revenue$1,376,438,946PYTotalRevenueAmt
CY Total Revenue$1,495,111,225CYTotalRevenueAmt
PY Grants And Similar Paid$3,398,992PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,629,223CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$449,338,575PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$497,895,456CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$3,298,849PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$2,825,453CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$34,023,447CYTotalFundraisingExpenseAmt
PY Other Expenses$888,938,258PYOtherExpensesAmt
CY Other Expenses$1,022,889,127CYOtherExpensesAmt
PY Total Expenses$1,344,974,674PYTotalExpensesAmt
CY Total Expenses$1,528,239,259CYTotalExpensesAmt
PY Revenues Less Expenses$31,464,272PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$33,128,034CYRevenuesLessExpensesAmt
Total Assets BOY$2,650,084,956TotalAssetsBOYAmt
Total Assets EOY$2,599,191,879TotalAssetsEOYAmt
Total Liabilities BOY$1,242,255,088TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,067,661,784TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,407,829,868NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,531,530,095NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF DANA-FARBER CANCER INSTITUTE IS TO PROVIDE EXPERT, COMPASSIONATE CARE TO CHILDREN AND ADULTS WITH CANCER WHILE ADVANCING THE UNDERSTANDING, DIAGNOSIS, TREATMENT, CURE AND PREVENTION OF CANCER AND RELATED DISEASES. AS AN AFFILIATE OF HARVARD MEDICAL SCHOOL AND A COMPREHENSIVE CANCER CENTER DESIGNATED BY THE NATIONAL CANCER INSTITUTE, THE INSTITUTE ALSO PROVIDES TRAINING FOR NEW GENERATIONS OF PHYSICIANS AND SCIENTISTS, DESIGNS PROGRAMS THAT PROMOTE PUBLIC HEALTH PARTICULARLY AMONG HIGH-RISK AND UNDERSERVED POPULATIONS, AND DISSEMINATES INNOVATIVE PATIENT THERAPIES AND SCIENTIFIC DISCOVERIES TO OUR TARGET COMMUNITY ACROSS THE UNITED STATES AND THROUGHOUT THE WORLD.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$860,948,704ExpenseAmt
Revenue$960,793,496RevenueAmt
DescClinical Care As one of the leading cancer centers in the world, Dana-Farber provides compassionate, comprehensive and personalized care to adults and children challenged with cancer, blood disorders and related diseases. In 2017, our expert clinicians and caregivers at our specialized treatment centers worked together to deliver the latest therapies to our patients through 328,591 outpatient MD visits and 165,792 infusion treatments. Since its founding in 1947 by Sidney Farber, MD, Dana-Farber has followed his vision for a cancer center that is just as dedicated to discoveries in cancer research as it is to delivering expert compassionate care. Dana-Farber is a founding member of Dana-Farber/Harvard Cancer Center and one of 49 NCI-designated Comprehensive Cancer Centers in the U.S. Dana-Farber is the only hospital ranked in the top four nationally by U.S News and World Report in both adult and pediatric cancer care. In 2017, we conducted 830 clinical trials, including therapeutic and non-therapeutic trials.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$495,303,754ExpenseAmt
DescResearch FDA Approvals: DFCI research in FY17 led to several FDA approvals including the revolutionary CAR T-cell therapy for adults with non-Hodgkin lymphoma; the first new drug for acute myeloid leukemia in 25 years; a novel drug for relapsed ovarian cancer; and an immunotherapy drug to treat relapsed Hodgkin lymphoma in adult and pediatric patients the first time that an immune checkpoint inhibitor has been approved to treat children with cancer. Personalized Cancer Vaccines: DFCI researchers developed a personalized neoantigen-based vaccine that induced complete remission from advanced melanoma for all patients in a phase 1 trial, either from the vaccine alone or in combination with another immunotherapy, providing proof of principle that a personal vaccine tailored to a patients tumor can be produced and can generate a potent and highly specific response. Improving Survival: Among patients with stage III colon cancer, a multi-institution study led by DFCI showed that eating tree nuts twice a week was associated with significantly reduced risk of recurrence and mortality. Predicting Response: DFCI scientists found that a protein whose function was previously unknown plays a key role in managing DNA repair, showing promise as a potential drug target and a potential tool to help identify cancer patients who can benefit from particular drugs. Preventive Immunotherapy: DFCI researchers demonstrated that early intervention with an immunotherapy-based drug combination may prevent progression of high-risk smoldering multiple myeloma to the full-blown disease. Targeting Aggressive Cancers: A DFCI study of a combination of two drugs targeting molecular pathways controlled by the RAS oncogene achieved long-term clinical benefit in patients with RAS-driven lung, ovarian, and thyroid cancers, which are aggressive and difficult to treat. Precision Medicine for Pediatric Patients: In the largest clinical study to date of genetic abnormalities in pediatric brain tumors, DFCI researchers found that a majority of the tumors tested had genetic irregularities that could influence diagnosis or potentially be treated with approved drugs or agents being evaluated in clinical trials. Identifying Cancer Risk: DFCI researchers developed and launched a simple online assessment tool that can help rapidly identify people who should undergo genetic testing for Lynch syndrome, an inherited disorder that greatly increases the lifetime risk of colorectal, endometrial, ovarian, stomach, and other cancers.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$22,319,691ExpenseAmt
Grant$4,629,223GrantAmt
DescCOMMUNITY BENEFITS The role of Dana-Farber's Community Benefits office is to support the Institute's goal to reduce cancer risk among medically underserved populations. To that end, we work with city and state health departments, community partners, and Boston-based coalitions to assess and monitor the needs of local residents with respect to cancer control. We are on the front lines of supporting and collaborating on programs designed to eliminate disparities in breast, colon, skin, and prostate cancer; educate diverse populations about tobacco cessation, human papillomavirus (HPV) prevention and screening, and clinical trials; and strengthen the support system for medically underserved populations. In short, we are committed to making Dana-Farber's care and research findings are more accessible to everyone within and outside its walls. In FY 2017: Dana-Farbers Mammography Services provided close to 2,500 mammograms on the van and at the mammography suite in Roxbury. 1,166 individuals received breast health education on the mammography van or at a community outreach event. A total of 43 community members have been trained as Lay Health Advisors in breast cancer, screening guidelines, and health promotion and outreach strategies. 1,475 community members were reached through Sun Safety Education and Screening events, with an average of 60 participants per event. A total of 3,444 individuals were reached through 146 community education, outreach and screening events.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,378,572,149TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
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Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
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Operate HospitalYes (true)OperateHospitalInd
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Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
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Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
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IRP Document625IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
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Employee5849EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
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Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members66GoverningBodyVotingMembersCnt
Independent Voting Member65IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
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Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
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Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEVEN CONNOLLYPersonNm
Phone6176323000PhoneNum

US Address USAddress

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Form990 Part VII Section A Form990PartVIISectionAGrp (88 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Alexander Susan
Trustee1.00.0Yes (X)$0$0$0
Bekenstein Joshua
Trustee & Chairman2.00.0Yes (X)$0$0$0Yes (X)
Berkowitz Roger
Trustee1.00.0Yes (X)$0$0$0
Berylson Amy
Trustee1.00.0Yes (X)$0$0$0
Blum Betty Ann
Trustee1.00.0Yes (X)$0$0$0
Brock-Wilson Jane
Trustee1.00.0Yes (X)$0$0$0
Champa Michael
Trustee1.00.0Yes (X)$0$0$0
Chandra Monica
Trustee1.00.0Yes (X)$0$0$0
Cox Howard
Trustee1.00.0Yes (X)$0$0$0
Curtin Neal
Trustee & Secretary2.00.0Yes (X)$0$0$0Yes (X)
Daley Karen
Trustee1.00.0Yes (X)$0$0$0
DaSilva Kevin
Trustee1.00.0Yes (X)$0$0$0
Dobson Sean
Trustee1.00.0Yes (X)$0$0$0
Farrington Thomas
Trustee1.00.0Yes (X)$0$0$0
Fine Stephen
Trustee1.00.0Yes (X)$0$0$0
First Deborah
Trustee1.00.0Yes (X)$0$0$0
Foulkes Helena
Trustee1.00.0Yes (X)$0$0$0
Gibson Nancy
Trustee1.00.0Yes (X)$0$0$0
Glimcher Laurie
Trustee, President and CEO42.08.0Yes (X)$660,218$8,654$230,873Yes (X)
Greenthal Jill
Trustee1.00.0Yes (X)$0$0$0
Gross Phillip
Trustee1.00.0Yes (X)$0$0$0
Hadley Christopher
Trustee1.00.0Yes (X)$0$0$0
Heller Frances
Trustee1.00.0Yes (X)$0$0$0
Jaffe Alison Poorvu
Trustee1.00.0Yes (X)$0$0$0
Jamieson Jane
Trustee1.00.0Yes (X)$0$0$0
Janower Andrew
Trustee1.00.0Yes (X)$0$0$0
Kafker Hon Scott
Trustee1.00.0Yes (X)$0$0$0
Knez Brian
Trustee & Treasurer2.00.0Yes (X)$0$0$0Yes (X)
Koppel Steven
Trustee1.00.0Yes (X)$0$0$0
Koster Stephen
Trustee1.00.0Yes (X)$0$0$0
Kraft Robert
Trustee1.00.0Yes (X)$0$0$0
Kyle Amy
Trustee1.00.0Yes (X)$0$0$0
LaTorre James
Trustee1.00.0Yes (X)$0$0$0
Lubin Richard
Trustee & Vice-Chairman2.00.0Yes (X)$0$0$0Yes (X)
Lucas Bradley
Trustee1.00.0Yes (X)$0$0$0
Lucchino Lawrence
Trustee1.00.0Yes (X)$0$0$0
Marcus Paul
Trustee1.00.0Yes (X)$0$0$0
Martin Demond
Trustee1.00.0Yes (X)$0$0$0
McCain Tracey
Trustee1.00.0Yes (X)$0$0$0
Medel MD Roger
Trustee1.00.0Yes (X)$0$0$0
Norberg Joseph
Trustee1.00.0Yes (X)$0$0$0
O'Connor John
Trustee1.00.0Yes (X)$0$0$0
Owens Edward
Trustee1.00.0Yes (X)$0$0$0
Packman Karen Linde
Trustee1.00.0Yes (X)$0$0$0
Palandjian Peter
Trustee1.00.0Yes (X)$0$0$0
Pasquarello Theodore
Trustee1.00.0Yes (X)$0$0$0
Perini Jennifer
Trustee1.00.0Yes (X)$0$0$0
Perlmutter Steven
Trustee1.00.0Yes (X)$0$0$0
Poduska Susan
Trustee1.00.0Yes (X)$0$0$0
Reynolds Robert
Trustee1.00.0Yes (X)$0$0$0
Rosenthal Harvey
Trustee1.00.0Yes (X)$0$0$0
Sachs Robert
Trustee1.00.0Yes (X)$0$0$0
Sanders Rebecca
Trustee1.00.0Yes (X)$0$0$0
Schlager Eric
Trustee1.00.0Yes (X)$0$0$0
Sen Laura
Trustee1.00.0Yes (X)$0$0$0
Socol Jerry
Trustee1.00.0Yes (X)$0$0$0
Stansky Robert
Trustee1.00.0Yes (X)$0$0$0
Stratford Sandra
Trustee1.00.0Yes (X)$0$0$0
Sullivan Ronald
Trustee1.00.0Yes (X)$0$0$0
Tempel Jean
Trustee1.00.0Yes (X)$0$0$0
Terrana Beth
Trustee1.00.0Yes (X)$0$0$0
Ting David
Trustee1.00.0Yes (X)$0$0$0
Tocio Mary Ann
Trustee1.00.0Yes (X)$0$0$0
Williams Frederica
Trustee1.00.0Yes (X)$0$0$0
Yeshwant Krishna
Trustee1.00.0Yes (X)$0$0$0
Yost George
Trustee1.00.0Yes (X)$0$0$0
Boskey Richard S ESQ
General Counsel & Asst. Sec.50.00.0$594,248$0$62,865Yes (X)
Puhy Dorothy
Coo & EVP50.00.0$877,448$0$44,099Yes (X)
Reney Michael
CFO & Asst. Treasurer50.00.0$591,149$0$5,486Yes (X)
Bartel Sylvia R Ph MHP
VP of Pharmacy Services50.00.0$254,322$0$63,670Yes (X)
Bunnell Craig A MD MBA MPH
Chief Medical Officer50.00.0$667,903$0$42,658Yes (X)
Gettleman Wendy
VP of Facilities Management50.00.0$266,233$0$54,536Yes (X)
Griffin James D MD
Chair of Med Oncology50.00.0$706,951$0$55,647Yes (X)
Johnson Bruce MD
Chief Clinical Research Office50.00.0$622,788$0$55,032Yes (X)
Megdal Maria
SVP of Institute Operations50.00.0$440,033$0$54,496Yes (X)
Memmott Drew
SVP Research Administration50.00.0$436,253$0$61,514Yes (X)
Paresky Susan
SVP of Development50.00.0$689,553$0$55,409Yes (X)
Rollins Barrett J MD PHD
Chief Scientific Officer50.00.0$662,404$0$54,715Yes (X)
Anderson Kenneth MD
Director, Myeloma Therapeutics50.00.0$593,785$0$58,062Yes (X)
Constantine Michael MD
Milford Med Dir-Hematology50.00.0$678,281$0$51,136Yes (X)
Nadler Lee MD
SVP for Experimental Medicine50.00.0$694,678$0$63,504Yes (X)
Soiffer Robert MD
Chief of Hemotologic Malig.50.00.0$581,917$0$61,115Yes (X)
Winer Eric MD
Chief of Div of Women's Cancer50.00.0$762,437$0$59,611Yes (X)
Benz Edward J JR MD
Former Officer42.08.0$1,330,022$25,489$147,710Yes (X)
Bird Karen
Former Officer50.00.0$373,623$0$27,808Yes (X)
Reid-Ponte Patricia
Former Key Employee50.00.0$446,524$0$53,124Yes (X)
Stone Richard M MD
Former Key Employee50.00.0$456,067$0$63,886Yes (X)
Sallan Stephen E MD
Former Key Employee50.00.0$533,869$0$62,384Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,920,706TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$34,143TotReportableCompRltdOrgAmt
Total Other Compensation$1,489,340TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1093IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Partners Healthcare System Inc
PO Box 3715BOSTONMA02241Information Systems$88,087,192
Brigham and Women's Physicians Org
111 Cypress StreetBROOKLINEMA02445Medical Services$67,675,102
Bond Brothers
10 Cabot Road Suit 300MEDFORDMA02155Construction$38,329,329
arendcr longwood llc
2310 Washington stNEWTONMA02462rent$21,593,916
South Shore Hospital
55 fogg rdSOUTH WEYMOUTHMA02190Medical Services$19,408,641
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K474CntrctRcvdGreaterThan100KCnt
Federated Campaigns$271,305FederatedCampaignsAmt
Fundraising$24,725,695FundraisingAmt
Government Grants$138,616,007GovernmentGrantsAmt
All Other Contributions$348,231,575AllOtherContributionsAmt
Noncash Contributions$16,432,895NoncashContributionsAmt
Total Contributions$511,844,582TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescNET PATIENT SERVICE REVENUEDesc
Business621110BusinessCd
Total Revenue Column$960,793,496TotalRevenueColumnAmt
Related Or Exempt Func Income$960,793,496RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$960,793,496TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,818,484TotalRevenueColumnAmt
Exclusion$1,818,484ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,260,694TotalRevenueColumnAmt
Exclusion$3,260,694ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,172,425RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$4,172,425RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,172,425TotalRevenueColumnAmt
Exclusion$4,172,425ExclusionAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$991,984FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$24,725,695ContriRptFundraisingEventAmt
Fundraising Direct Expenses$3,991,311FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,999,327TotalRevenueColumnAmt
Exclusion-$2,999,327ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
PARKING LOT REVENUE812930$5,812,589$5,812,589
FOOD SERVICE REVENUE722210$3,909,861$3,909,861
WCB BOUTIQUE INCOME446199$1,118,481$1,118,481

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,379,940TotalRevenueColumnAmt
Exclusion$5,379,940ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,220,871OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,495,111,225TotalRevenueColumnAmt
Related Or Exempt Func Income$960,793,496RelatedOrExemptFuncIncomeAmt
Exclusion$22,473,147ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,272,816TotalAmt
Program Services$3,272,816ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,356,407TotalAmt
Program Services$1,356,407ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,934,224TotalAmt
Program Services$3,370,435ProgramServicesAmt
Management And General$3,874,236ManagementAndGeneralAmt
Fundraising$689,553FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,709,527TotalAmt
Program Services$980,393ProgramServicesAmt
Management And General$1,729,134ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$394,465,726TotalAmt
Program Services$337,634,618ProgramServicesAmt
Management And General$35,594,257ManagementAndGeneralAmt
Fundraising$21,236,851FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$25,905,452TotalAmt
Program Services$21,868,873ProgramServicesAmt
Management And General$2,634,456ManagementAndGeneralAmt
Fundraising$1,402,123FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,440,738TotalAmt
Program Services$32,450,914ProgramServicesAmt
Management And General$3,909,233ManagementAndGeneralAmt
Fundraising$2,080,591FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,439,789TotalAmt
Program Services$24,008,310ProgramServicesAmt
Management And General$2,892,186ManagementAndGeneralAmt
Fundraising$1,539,293FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$8,311,296TotalAmt
Program Services$4,334,778ProgramServicesAmt
Management And General$3,976,518ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,047,526TotalAmt
Program Services$7,535,882ProgramServicesAmt
Management And General$3,499,770ManagementAndGeneralAmt
Fundraising$11,874FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,147,165TotalAmt
Management And General$1,147,165ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$406,953TotalAmt
Program Services$406,953ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$2,825,453TotalAmt
Fundraising$2,825,453FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$165,480,548TotalAmt
Program Services$144,761,044ProgramServicesAmt
Management And General$20,386,750ManagementAndGeneralAmt
Fundraising$332,754FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,351,427TotalAmt
Program Services$2,348,205ProgramServicesAmt
Management And General$728,200ManagementAndGeneralAmt
Fundraising$1,275,022FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$30,005,145TotalAmt
Program Services$24,153,873ProgramServicesAmt
Management And General$4,899,221ManagementAndGeneralAmt
Fundraising$952,051FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$59,576,289TotalAmt
Program Services$58,383,521ProgramServicesAmt
Management And General$1,141,164ManagementAndGeneralAmt
Fundraising$51,604FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$97,452,028TotalAmt
Program Services$81,907,464ProgramServicesAmt
Management And General$15,536,063ManagementAndGeneralAmt
Fundraising$8,501FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,985,248TotalAmt
Program Services$8,991,456ProgramServicesAmt
Management And General$909,553ManagementAndGeneralAmt
Fundraising$84,239FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,490,271TotalAmt
Program Services$1,799,856ProgramServicesAmt
Management And General$752,605ManagementAndGeneralAmt
Fundraising$937,810FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$28,708,198TotalAmt
Program Services$28,708,198ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$96,629,150TotalAmt
Program Services$93,528,624ProgramServicesAmt
Management And General$3,100,526ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,079,135TotalAmt
Program Services$134,657ProgramServicesAmt
Management And General$4,944,478ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER PATIENT CARE EXPENSES$28,337,058$28,337,058
MISCELLANEOUS$50,761,949$46,178,073$3,988,148$595,728
MEDICAL SUPPLIES EXPENSE$418,087,545$418,087,545
BAD DEBT EXPENSE$4,032,196$4,032,196

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,528,239,259TotalAmt
Program Services$1,378,572,149ProgramServicesAmt
Management And General$115,643,663ManagementAndGeneralAmt
Fundraising$34,023,447FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$121,534,265BOYAmt
EOY$112,831,937EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,149,193BOYAmt
EOY$44,473,370EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$122,716,623BOYAmt
EOY$110,362,614EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$471,541BOYAmt
EOY$720,707EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$17,576,865BOYAmt
EOY$21,750,551EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$28,683,570BOYAmt
EOY$30,981,820EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,696,074,402LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$731,887,849LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$921,354,109BOYAmt
EOY$964,186,553EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$7,894,580BOYAmt
EOY$7,894,580EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,384,704,210BOYAmt
EOY$1,305,989,747EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,650,084,956BOYAmt
EOY$2,599,191,879EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$144,561,001BOYAmt
EOY$142,737,917EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$545,302,107BOYAmt
EOY$539,978,780EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$251,483,327BOYAmt
EOY$74,174,396EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$300,908,653BOYAmt
EOY$310,770,691EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,242,255,088BOYAmt
EOY$1,067,661,784EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$682,684,757BOYAmt
EOY$725,849,905EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$540,174,357BOYAmt
EOY$612,694,419EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$184,970,754BOYAmt
EOY$192,985,771EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,407,829,868BOYAmt
EOY$1,531,530,095EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,650,084,956BOYAmt
EOY$2,599,191,879EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$33,128,034ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$156,828,261OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$393,393,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$403,408,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$427,883,303CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$453,735,920CurrentTaxYearMinus1YearAmt
Current Tax Year$511,844,582CurrentTaxYearAmt
Total$2,190,265,966TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$393,393,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$403,408,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$427,883,303CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$453,735,920CurrentTaxYearMinus1YearAmt
Current Tax Year$511,844,582CurrentTaxYearAmt
Total$2,190,265,966TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,190,265,966PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,285,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,943,986CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,299,053CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,734,456CurrentTaxYearMinus1YearAmt
Current Tax Year$9,251,603CurrentTaxYearAmt
Total$83,515,081TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,090,598CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,163,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,345,239CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,146,613CurrentTaxYearMinus1YearAmt
Current Tax Year$17,212,855CurrentTaxYearAmt
Total$75,958,789TotalAmt
FieldValueIRS element (for citing)
Total Support$2,349,739,836TotalSupportAmt
Gross Receipts Rltd Activities$3,916,596,106GrossReceiptsRltdActivitiesAmt
Public Support CY1700.93213PublicSupportCY170Pct
Public Support PY1700.93053PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$251,715GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$155,238DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$406,953TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C Part II-BFormAndLineReferenceDesc
ExplanationVAN SCOYOC - provided federal legislative consulting to DFCI. MCDERMOTT, QUILTY & MILLER, LLP - provided state legislative and government relations consulting on health interests to DFCI.CONFERENCE OF BOSTON TEACHING HOSPITALS PROVIDED STATE AND FEDERAL LOBBYING SUPPORT TO DFCI. CQ Roll Call is a service vendor that provides grassroots advocacy software used for emails and action alerts on advocacy issues. DFCI IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION AND THE MASSACHUSETTS HOSPITAL ASSOCIATION, NOT-FOR-PROFIT ORGANIZATIONS THAT REPRESENT AND ADVOCATE FOR THE COLLECTIVE INTERESTS OF THEIR MEMBER HOSPITALS AND HEALTH SYSTEMS THROUGH LEADERSHIP IN PUBLIC ADVOCACY, EDUCATION, AND INFORMATION. A PORTION OF THE MEMBERSHIP DUES TO THESE ORGANIZATIONS ARE USED FOR LOBBYING ACTIVITIES. On occasion, DFCI executive leadership meet with state and federal elected officials to advocate for the passage of legislation and funding to advance cancer research and treatment, and legislation to support services for cancer patients and cancer survivors. In addition, DFCI submits letters and/or testimony to elected officials and policy makers on these issues.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$252,162,000BeginningYearBalanceAmt
Contributions$9,815,000ContributionsAmt
Investment Earnings Or Losses$32,600,000InvestmentEarningsOrLossesAmt
Other Expenditures$18,329,000OtherExpendituresAmt
End Year Balance$276,248,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$238,449,000BeginningYearBalanceAmt
Contributions$10,151,000ContributionsAmt
Investment Earnings Or Losses$20,243,000InvestmentEarningsOrLossesAmt
Other Expenditures$16,681,000OtherExpendituresAmt
End Year Balance$252,162,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$250,650,000BeginningYearBalanceAmt
Contributions$7,603,000ContributionsAmt
Investment Earnings Or Losses-$4,102,000InvestmentEarningsOrLossesAmt
Other Expenditures$15,702,000OtherExpendituresAmt
End Year Balance$238,449,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$231,119,000BeginningYearBalanceAmt
Contributions$11,556,000ContributionsAmt
Investment Earnings Or Losses$22,937,000InvestmentEarningsOrLossesAmt
Other Expenditures$14,962,000OtherExpendituresAmt
End Year Balance$250,650,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$207,975,000BeginningYearBalanceAmt
Contributions$9,214,000ContributionsAmt
Investment Earnings Or Losses$27,582,000InvestmentEarningsOrLossesAmt
Other Expenditures$13,652,000OtherExpendituresAmt
End Year Balance$231,119,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.70000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.30000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,640,445OtherCostOrOtherBasisAmt
Book Value$7,640,445BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,134,794,310OtherCostOrOtherBasisAmt
Depreciation$416,733,075DepreciationAmt
Book Value$718,061,236BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$127,883,622OtherCostOrOtherBasisAmt
Depreciation$74,989,362DepreciationAmt
Book Value$52,894,260BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$382,975,202OtherCostOrOtherBasisAmt
Depreciation$240,165,413DepreciationAmt
Book Value$142,809,789BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,780,823OtherCostOrOtherBasisAmt
Book Value$42,780,823BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$964,186,553TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
INTEREST IN DANA-FARBER, INC.$1,186,616,680
MISCELLANEOUS ASSETS$92,388,234
INT IN DANA-FARBER CANCER CARE$26,984,833
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,305,989,747TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
AMOUNTS DUE TO 3RD PARTY PAYOR$42,715,923
RESEARCH ADVANCES$95,979,000
PROV FOR MED MALPRACTICE CLAIM$1,292,000
SWAP VALUATION LIABILITY$46,255,234
MISCELLANEOUS LIABILITIES$124,528,534
FieldValueIRS element (for citing)
Total Liability$310,770,691TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part V, Question 4FormAndLineReferenceDesc
ExplanationDana-Farber, Inc. (DFI) a related organization of Dana-Farber Cancer Institute, Inc. (DFCI) holds the endowments for DFCI and therefore reports the endowment funds on DFI's 990 accordingly. As described in detail in the Consolidated Audited Financial Statements, the Institute's endowments consist of numerous individual funds established for a variety of purposes. These endowments consist solely of donor-restricted endowment funds. As required by Generally Accepted Accounting Principles, net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. All uses of the organization's endowment funds are directly related to the Institute's exempt mission and purposes.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanProgram ServicesResearch and Education$47,160
Central America and the CaribbeanProgram ServicesSubcontracted Research$32,847
Central America and the CaribbeanProgram ServicesJointly owned for ins$3,725,773
East Asia and the PacificProgram ServicesSubcontracted Research$1,058,973
East Asia and the PacificProgram ServicesResearch and Education$188,693
Europe (Including Iceland and Greenland)Program ServicesSubcontracted Research$1,093,673
Middle East and North AfricaProgram ServicesSubcontracted Research$99,590
North AmericaProgram ServicesSucontracted Research$758,807
North AmericaProgram ServicesResearch and Education$169,447
South AsiaProgram ServicesSucontracted Research$458,059
Sub-Saharan AfricaProgram ServicesSubcontracted Research$760,330
South AmericaProgram ServicesResearch and Education$247,070
FieldValueIRS element (for citing)
Subtotal Spent$8,640,422SubtotalSpentAmt
Total Spent$8,640,422TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonTRUESENSE MARKETINGPersonNm
ActivityDirect Mail ConsultingActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$11,823,003GrossReceiptsAmt
Retained By Contractor$2,825,453RetainedByContractorAmt
Net To Organization$8,997,550NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$11,823,003TotalGrossReceiptsAmt
Total Retained By Contractors$2,825,453TotalRetainedByContractorsAmt
Total Net To Organization$8,997,550TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BMJW WalkEvent1Nm
Gross Receipts Event1$9,331,129GrossReceiptsEvent1Amt
Charitable Contri Event1$9,137,000CharitableContriEvent1Amt
Gross Revenue Event1$194,129GrossRevenueEvent1Amt
Rent Facility Costs Event1$228,632RentFacilityCostsEvent1Amt
Food And Beverage Event1$15,540FoodAndBeverageEvent1Amt
Entertainment Event1$2,700EntertainmentEvent1Amt
Other Direct Expenses Event1$1,186,650OtherDirectExpensesEvent1Amt
Event2DF Marathon chlEvent2Nm
Gross Receipts Event2$6,087,027GrossReceiptsEvent2Amt
Charitable Contri Event2$5,965,158CharitableContriEvent2Amt
Gross Revenue Event2$121,869GrossRevenueEvent2Amt
Rent Facility Costs Event2$161,356RentFacilityCostsEvent2Amt
Food And Beverage Event2$8,945FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$570,617OtherDirectExpensesEvent2Amt
Other Events Total15OtherEventsTotalCnt
Gross Receipts Other Events$10,299,523GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$9,623,537CharitableContriOtherEventsAmt
Gross Revenue Other Events$675,986GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$296,941RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$375,771FoodAndBeverageOtherEventsAmt
Entertainment Other Events$294,244EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$849,915OthDirectExpnssOtherEventsAmt
Gross Receipts Total$25,717,679GrossReceiptsTotalAmt
Charitable Contributions Tot$24,725,695CharitableContributionsTotAmt
Gross Revenue Total Events$991,984GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$686,929RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$400,256FoodAndBeverageTotalEventsAmt
Entertainment Total Events$296,944EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$2,607,182OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,991,311DirectExpenseSummaryEventsAmt
Net Income Summary-$2,999,327NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$13,396,535TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$6,163,421DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,233,114NetCommunityBenefitExpnsAmt
Total Expense0.00480TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$68,079,954TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$51,316,395DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,763,559NetCommunityBenefitExpnsAmt
Total Expense0.01100TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$81,476,489TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$57,479,816DirectOffsettingRevenueAmt
Net Community Benefit Expns$23,996,673NetCommunityBenefitExpnsAmt
Total Expense0.01580TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,888,958TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$4,888,958NetCommunityBenefitExpnsAmt
Total Expense0.00320TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$5,712,549TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$428,139DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,284,410NetCommunityBenefitExpnsAmt
Total Expense0.00350TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$551,677,514TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$432,959,534DirectOffsettingRevenueAmt
Net Community Benefit Expns$118,717,980NetCommunityBenefitExpnsAmt
Total Expense0.07780TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,274,642TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,274,642NetCommunityBenefitExpnsAmt
Total Expense0.00080TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$563,553,663TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$433,387,673DirectOffsettingRevenueAmt
Net Community Benefit Expns$130,165,990NetCommunityBenefitExpnsAmt
Total Expense0.08530TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$645,030,152TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$490,867,489DirectOffsettingRevenueAmt
Net Community Benefit Expns$154,162,663NetCommunityBenefitExpnsAmt
Total Expense0.10110TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$663,347TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$663,347NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$470,500TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$470,500NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,133,847TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,133,847NetCommunityBenefitExpnsAmt
Total Expense0.00070TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$4,032,196BadDebtExpenseAmt
Bad Debt Expense Attributable$40,322BadDebtExpenseAttributableAmt
Reimbursed By Medicare$229,782,800ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$242,626,131CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$12,843,331MedicareSurplusOrShortfallAmt
Costing Methodology UsedCostingMethodologyUsedGrp
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANA-FARBER CANCER INSTITUTE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 BROOKLINE AVEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Website Addresswww.dana-farber.orgWebsiteAddressTxt
State License2335StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd
OtherD-F/BWH @ Milford, and SOUTH Shore D-F @ st elizabeth'sOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1DANA-FARBER CANCER INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted15CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsfalseCHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLdana-farber.orgOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt15ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLdana-farber.orgStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care133.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.FPGFamilyIncmLmtDscntCarePct
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLdana-farber.org/PFAFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLdana-farber.org/PFAFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLdana-farber.org/PFAFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr PrvtYes (X)LookBackMedicaidMedcrPrvtInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart VFormAndLineReferenceDesc
ExplanationPart V, Line 5 Dana-Farber Cancer Institute contracted Health Resources in Action (HRiA), a non-profit public health organization, to conduct the most recent 2016 (Tax Year 2015) community health needs assessment. The CHNA assessment was guided by a participatory, collaborative approach, integrating existing secondary data on social, economic, and health issues in the region with qualitative information from three focus groups with community residents and fifteen interviews with community stakeholders from March 2016 through June 2016. Overall this process engaged over 150 people. Focus groups were held with 39 community residents drawn from the region representing English-speaking adult cancer survivors, Spanish-speaking adult cancer survivors and community members residing in DFCI priority neighborhoods. Additionally, a total of 22 individuals representing the DFCI community as well as the region at large were engaged in key informant and group discussions. Key informants represented a number of sectors including academic research, health care, public health, social service, and city government. Discussions explored participants perceptions of their communities, priority health concerns, perceptions of cancer and related services across the cancer continuum (prevention, screening, treatment, survivorship), and suggestions for future services and resources to address these issues. A semi-structured moderators guide was used across all discussions to ensure consistency in the topics covered. Participants for the focus groups were recruited by Health Resources in Action, YMCA of Dorchester, the Dana-Farber/Harvard Cancer Center, and Dana-Farber Cancer Institute. It was also a priority to recruit adults from traditionally underserved populations, including the low-income and those who do not speak English as a primary language. In addition to the primary data collection, Conference of Boston Teaching Hospitals (COBTH), of which DFCI is an active member, partnered with the Boston Alliance of Community Health (BACH), the city-wide coalition comprised of neighborhood coalitions, to conduct three focus groups with community residents in early Spring 2016 delving into peoples experiences with the social determinants of health. A total of over 80 community residents participated. The outputs of the neighborhood-level meetings are included in the findings of Dana-Farbers 2016 CHNA and reflect the commitment of Dana-Farber and other COBTH member hospitals to work together in addressing the social, economic, and environmental factors that impact health, well-being, and more specifically, cancer outcomes in our surrounding communities. Additionally, four separate groups were engaged in June 2016 to discuss the CHNAs preliminary data findings. In these sessions, HRiA presented key qualitative and quantitative findings in a 45-minute presentation each to the following DFCI committees: External Advisory Committee, Board of Trustees Community Programs Committee, Internal Community Benefits Committee, and Community Benefits Office staff. A total of 38 individuals were engaged in this process including Gerry Thomas, Director, Community Initiatives Bureau, and Monica Valdez Lupi, Executive Director both from the Boston Public Health Commission. Part V, Line 7a DFCIs Community Health Needs Assessment Report is available on the DFCI Website at http://www.dana-farber.org/About-Us/Community-Outreach/Community-Health-Ne eds-Assessment-Reporting.aspx Part V, Line 10a DFCI's implementation strategy is available on the DFCI website. http://www.dana-farber.org/uploadedFiles/Library/about-us/community-outrea ch/chna-implementation-plan.pdf Part V, Line 11 Dana-Farber Cancer Institute addressed all the needs identified in the Community Health Needs Assessment and the accompanying Implementation Plans. A full description of our programs is available on our website both in the Community Health Needs Assessment Report and in the Community Health Implementation Plan. While our expertise as a comprehensive cancer center leads us to focus largely on reducing cancer incidence and mortality among medically underserved populations through our clinical community screening and outreach programs that include mobile mammography and breast health education, skin cancer education and screening, HPV education and vaccination, tobacco cessation and increasing awareness about survivorship in communities of color, we recognize that our priority neighborhoods are also dealing disproportionately with challenging situations related to social and economic factors such as limited employment opportunities, substance abuse and opioid addiction, low education levels, lack of affordable housing, and community violence, among others. We work on these broader issues by advocating and by partnering with local coalitions and community based organizations such as Boston Alliance for Community Health and member organizations. Part V Line 13h In addition to determining eligibility for discounted care based on family income, DFCI offers assistance to patients who have excessive medical bills (exceeding 30-40% of family income). Part V Line 22 Depending on a patient's financial situation, FAP-eligible patients were charged 0% to 30% of billed charges, which was not more than the AGB. In FY17, DFCI determined AGB on an annual basis using the "look-back method," described under Treasury Regulation Section 1.501(r)-5(b)(1). Specifically, DFCI's annual AGB percentage was equal to the sum of all gross charges during the prior fiscal year divided by Claims Paid in connection with those charges. For purposes of the AGB calculation, Claims Paid included claims for emergency and medically necessary care paid by both Medicare fee-for-service and all private health insurers as primary payers, together with any associated portions of these claims paid by Medicare beneficiaries or insured individuals in the form of co-payments, co-insurance or deductibles.ExplanationTxt
FieldValueIRS element (for citing)
Facility1FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANA-FARBERNHOHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ELLIOTT MED CENTER 40 BUTTRICK RDAddressLine1Txt
CityLONDONDERRYCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03053ZIPCd
FieldValueIRS element (for citing)
FacilityMED ONCOLOGY & INFUSION UNITFacilityTxt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IPart I, Line 3c In addition to determining eligibility for discounted care based on family income, DFCI offers assistance to patients who have excessive medical bills (exceeding 30-40% of family income).Part I, Line 6a The community benefit report was completed by DFCI and is annually provided to the Massachusetts Attorney General's office, where it is then made public on its website. Part I, Line 7 DFCI's State Cost Report was used to develop the Institutes cost to charge ratio that was applied to charity care charges to determine the cost of financial assistance cost (Line 7a). Line 7b reflects the specific loss incurred for the Institute's Medicaid activity. The Institution is a preeminent provider of heath training to health professionals who desire training in the skills necessary to treat cancer patients. The institution trains physicians, scientists, medical students and individuals looking to create a career in the field of cancer. The amounts reported as health training represent costs in excess of amounts reimbursed by third party payers such as training grant revenues and direct medical education payments from the Medicare Program. Department leaders submit expenditures to community benefits along with a description of the services provided to medically underserved populations. Line 7f expenditures are reviewed by leadership and in partnership with DFCIs office of Finance, the expenditures are approved. The amounts are captured in three buckets- CB expenditures( all programs); Leveraged Funds (those funds supported in full or part through grants/donation) and Community Sponsorships.
Part IIPart II, Line 1 Physical Improvements and housing-DFCI provides a limited number of low cost rooms that serve as a home away from home for oncology patients and their families while they are receiving treatment. Part II, Line 8 To encourage underrepresented students of color to explore and pursue careers in health and science, Dana-Farber maintains educational partnerships with Boston area high schools and colleges. During Academic Year 2016-2017, 22 students participated in a college and career readiness training program. An additional 40 students were enrolled during the summer for a total of 60 student interns. Eligible students either attended or graduated from Boston Public Schools. During the 7-week summer program, students interned 30-hours per week and participated in college tours and career readiness workshops.
Part IIISection A, Line 3 The amount of Bad Debt attributed to financial assistance patients is based on actual writeoffs. The Bad Debt amount should be treated as a community benefit as it is similar to Unreimbursed Financial Assistance, as reported and allowed (Part I Line 7a), but for a different population. Part III Line 2 and Line 4 The amount of Bad Debt of $4,032,196 comes directly from our General Ledger and is based on Bad Debt activity consistent with Generally Accepted Accounting Principles (GAAP). The Bad Debt Footnote is found on Audited Financial Statements Pages 12 & 13 Part III Line 8 The Medicare cost on line 6 comes from the Medicare cost report and is based on Medicares cost finding principles and methodologies. We strongly believe that the entire amount of the shortfall of $12,843,331 should be treated as a community benefit as this represents the Institutes commitment to the elderly and disabled community by providing services that are not reimbursed. Part III Line 9b Within DFCI's credit and collections policy there are provisions that describe collection practices to be followed for patients who are known to qualify for charity care or financial assistance in accordance with federal and Massachusetts law.
Part VPart V, Section A DFCI main campus is at 450 Brookline Ave., Boston, MA. DFCI's satellite locations (below) each operate under the same hospital license. Dana-Farber at Milford Regional Medical Center 20 Prospect Street, Milford, MA 01757; Dana-Farber at South Shore 101 Columbian Street, South Weymouth, MA 02190; and Dana-Farber at Steward St. Elizabeth;s Medical Center 736 Cambridge Street, Cushing Pavilion, 5th Floor, Brighton MA 02135
Part VIPart VI, Line 2 Needs Assessment Dana-Farber Cancer Institute continuously assesses the community needs through our participation in community coalitions, task forces, working groups and direct communication with the community residents that serve on our external advisory committee and in our patient and family advisory board. A full description of our community engagement process can be found on our website both in the Community Health Needs Assessment Report and in the Community Health Implementation Plan. Part VI, Line 3 DFCI is committed to offering financial assistance to eligible Patients who do not have the ability to pay for their medical services in whole or in part. In order to accomplish this charitable goal, DFCI widely publicizes its Patient Financial Assistance (PFA) Policy within its facilities, in direct communications with Patients and in the communities that it services, particularly in the communities with the greatest unmet health needs. The PFA Policy, a plain language PFA summary and the PFA application are posted on DFCIs website in English and Spanish. In addition, information about the PFA is provided to all patients at Registration and/or Admission, and is available upon request, without charge, through a DFCI Financial Counselor, Customer Service Representative, or by mail. Following care, all billing statements sent to a patient indicate how the patient can obtain information about the PFA Policy. In collaboration with DFCIs community partners, information about the FAP is shared with residents of DFCIs priority neighborhoods. Efforts to notify community members most likely to require assistance include distributing plain language summaries of this Policy to local community health centers and other non-profit organizations. Part VI, Line 4 DFCI serves the community of Eastern Massachusetts and New England, including the communities surrounding its primary location in Boston and its satellite locations in Milford, Massachusetts, Weymouth, Massachusetts, Brighton, Massachusetts and Londonderry, New Hampshire. DFCIs community includes adults and children with cancer or at risk of developing cancer, and their families. DFCI focuses its community outreach efforts on its priority Boston neighborhoods of Roxbury, Mission Hill, Dorchester, Mattapan and Jamaica Plain (which collectively comprise 39% of Boston's overall population). Two of Bostons most populated neighborhoods are DFCIs priority neighborhoods Dorchester with 122,598 residents, followed by Roxbury with 49,028. White residents now make up less than half of the citys racial and ethnic composition (46%). Black or African American residents were the second largest racial and ethnic group (23%), followed by Hispanics (18%) and Asians (9%). There is substantial variation in the racial and ethnic diversity by DFCI priority neighborhood, with nearly three-quarters of Mattapan residents and half of Roxbury residents identifying as Black or African American. Among DFCI priority neighborhoods, Roxbury and Jamaica Plain have the largest Hispanic populations with 29% and 24% respectively, while Mission Hill and Dorchester have the largest Asian populations among the priority neighborhoods with 14% and 10% respectively. The median incomes of DFCIs priority communities are generally much lower than Boston overall, with Roxbury at a median income of $25,254, Mission Hill at $35,020, and Mattapan at $42,206. Many of DFCIs priority neighborhoods, Roxbury and Mattapan, which are more likely to have a greater population at the lower end of the income spectrum. Residents in DFCIs priority neighborhoods appear to experience higher rates of poverty than Boston overall. Female headed households are especially vulnerable, with 45% of Roxbury female-headed households living below the poverty line. Part VI, Line 5 Dana-Farbers 2016 Community Health Needs Assessment and Implementation Plan provide a robust description of our comprehensive cancer control programs and services. The report also provides a summary of accomplishments from our last needs assessment and sets forth our commitment to addressing the new opportunities to reduce the cancer burden in medically underserved communities in Boston. The reports can be found at http://www.dana-farber.org/About-Us/Community-Outreach/Community-Health-Ne eds-Assessment-Reporting.aspx. In addition, DFCI furthers its exempt purpose by promoting the health of the community through devoting the vast majority of its surplus funds to Institutional Supported Research (119 million), by providing financial assistance to patients unable to afford care and by maintaining a community board. Part VI, Line 7 State Filing of Community Benefit Report Massachusetts

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN CANCER SOCIETYTOBACCO FREE MA
250 Williams ST NWAtlantaGA30303131788491501(C)(3)$8,000CANCER RES AND DEVLP
FENWAY HIGH SCHOOL
174 Ipswich StreetBostonMA02215046719813501(C)(3)$20,000community support
Friend's of Dana-Farber
450 Brookline AveBOSTONMA02215371613621501(C)(3)$50,000CANCER RES and devlp
LEUKEMIA & LYMPHOMA SOCIETY
1311 MamaroneckWhite PlainsNY10605135644916501(C)(3)$40,000CANCER REs and devlp
MADISON PARK DEVELOPMENT CORPORATION
184 Dudley StRoxburyMA02119237164223501(C)(3)$20,000community support
PROSTATE HEALTH EDUCATION NETWORK INC
500 Victory Rd 4th FlQuincyMA02453331042404501(C)(3)$30,000CANCER RES and devlp
THE BREAST CANCER RESEARCH FOUNDATION
60 East 56th 8th FLNew YorkNY10022133727250501(C)(3)$10,000Cancer Res and devlp
UNITED WAY OF MASSACHUSETTS BAY
51 Sleeper StBostonMA02210042382233501(C)(3)$10,000Cancer Res and devlp
WHITTIER STREET HEALTH CENTER
1290 Tremont StRoxburyMA02120042619517501(C)(3)$159,270Cancer Res and devlp
Harvard University
60 Oxford StreetCambridgeMA02138042103580501(c)(3)$2,732,864Cancer Res and devlp
Boston Private Industry Council
2 Oliver StBostonMA02109042676661501(c)(3)$27,500community support
Boston Ronald McDonald House
229 Kent StBrooklineMA02446042627411501(c)(3)$9,000Provides Housing
Camp Harbor View Foundation
200 Clarendon St 60th FLBostonMA02116753235491501(c)(3)$10,000Community Support
Peer Health Exchange
70 Gold StreetSan FransiscoCA94133562374305501(c)(3)$10,000cancer res and devlp
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceDescNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDesc
Patient Assistance94$65,672Patient Asst
Patient Assistance2287Patient Asst$1,290,735FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart IVFormAndLineReferenceDesc
ExplanationAll grants and donations were given to 501(c)(3) organizations to fulfill their missions.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Glimcher Laurie
Trustee, President and CEO$369,223$8,654$250,000$0$40,995$0$227,500$0$3,373$0$891,091$8,654$0$0
Boskey Richard S ESQ
General Counsel & Asst. Sec.$475,132$0$81,626$0$37,490$0$37,800$0$25,065$0$657,113$0$0$0
Puhy Dorothy
Coo & EVP$649,330$0$165,607$0$62,511$0$37,800$0$6,299$0$921,547$0$0$0
Reney Michael
CFO & Asst. Treasurer$523,990$0$0$0$67,159$0$0$0$5,486$0$596,635$0$0$0
Bartel Sylvia R Ph MHP
VP of Pharmacy Services$231,336$0$21,373$0$1,613$0$33,870$0$29,800$0$317,992$0$0$0
Bunnell Craig A MD MBA MPH
Chief Medical Officer$533,521$0$98,658$0$35,724$0$37,800$0$4,858$0$710,561$0$0$0
Gettleman Wendy
VP of Facilities Management$244,091$0$21,233$0$909$0$25,692$0$28,844$0$320,769$0$0$0
Griffin James D MD
Chair of Med Oncology$559,095$0$97,823$0$50,033$0$37,800$0$17,847$0$762,598$0$0$0
Johnson Bruce MD
Chief Clinical Research Office$482,126$0$92,674$0$47,988$0$36,222$0$18,810$0$677,820$0$0$0
Megdal Maria
SVP of Institute Operations$363,703$0$62,480$0$13,850$0$37,800$0$16,696$0$494,529$0$0$0
Memmott Drew
SVP Research Administration$351,475$0$61,074$0$23,704$0$37,800$0$23,714$0$497,767$0$0$0
Paresky Susan
SVP of Development$545,699$0$90,860$0$52,994$0$37,800$0$17,609$0$744,962$0$0$0
Rollins Barrett J MD PHD
Chief Scientific Officer$529,880$0$92,793$0$39,731$0$37,800$0$16,915$0$717,119$0$0$0
Stone Richard M MD
Former Key Employee$397,519$0$31,608$0$26,940$0$37,800$0$26,086$0$519,953$0$0$0
Anderson Kenneth MD
Director, Myeloma Therapeutics$527,533$0$5,693$0$60,559$0$37,800$0$20,262$0$651,847$0$0$0
Constantine Michael MD
Milford Med Dir-Hematology$585,187$0$47,978$0$45,116$0$24,550$0$26,586$0$729,417$0$0$0
Nadler Lee MD
SVP for Experimental Medicine$546,729$0$98,241$0$49,708$0$37,800$0$25,704$0$758,182$0$0$0
Soiffer Robert MD
Chief of Hemotologic Malig.$510,329$0$26,429$0$45,159$0$37,800$0$23,315$0$643,032$0$0$0
Winer Eric MD
Chief of Div of Women's Cancer$512,327$0$105,006$0$145,104$0$42,800$0$16,811$0$822,048$0$15,000$0
Benz Edward J JR MD
Former Officer$905,176$25,489$323,612$0$101,234$0$132,493$0$15,217$0$1,477,732$25,489$0$0
Bird Karen
Former Officer$315,328$0$55,440$0$2,855$0$0$0$27,808$0$401,431$0$0$0
Reid-Ponte Patricia
Former Key Employee$364,623$0$64,403$0$17,498$0$37,800$0$15,324$0$499,648$0$0$0
Sallan Stephen E MD
Former Key Employee$425,337$0$76,089$0$32,443$0$37,800$0$24,584$0$596,253$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part 1, Line 4bThe following individuals participate in DFCI's 457(f) plan; taxable amounts are included in reportable compensation in Schedule J, Part II, Column (B)(iii): Anderson, Kenneth, MD 33,484 Benz, Edward J. Jr., MD 83,518 Boskey, Richard S., ESQ 27,211 Bunnell, Craig A. MD 33,650 Constantine, Michael, MD 40,795 Griffin, James D., MD 37,394 Johnson, Bruce MD 27,699 Megdal, Maria 12,944 Memmott, Drew 22,360 Nadler, Lee, MD 36,974 Paresky, Susan 35,698 Puhy, Dorothy 48,483 Reid-Ponte, Pat 13,302 Rollins, Barrett J., MD, PHD 33,767 Sallan, Stephen E., MD 21,726 Soiffer, Robert J., MD 32,162 Stone, Richard M MD 17,613 Winer, Eric, MD 32,163 Membership Dues Dues DFCI paid membership dues on behalf of Susan Paresky the Sr. VP of Development, at the Harvard Club in Boston, MA. This positions responsibilities are those of fundraising. This membership provides use of space as well as important networking opportunities. The membership was utilized for business purposes, and therefoe was not included in taxable income.
Part I Question 7During the year, the CEO, COO, CFO, General Counsel, and the Key Employees were eligible to receive an incentive payment, a portion of which was a non-fixed payment payable at the discretion of the CEO and in the case of the CEO, the Board of Trustees, if the organization meets certain financial performance goals. The maximum possible non-fixed portion of these incentive payments ranged from 8% to 4% of base salary. Other reportable compensation includes current year vesting amounts in Dana-Farber Institute's Supplemental nonqualified retirement plan. Compensation for Karen Bird, Former Chief Financial Officer, is primarily derived from her work as Executive Director of the Alliance of Dedicated Cancer Centers (ADCC). The ADCC fully reimburses Dana-Farber Cancer Institute, Inc for her compensation and benefits related to her work at ADCC. The remainder of her compensation is derived from her work as a Senior Policy Advisor for Dana-Farber Cancer Institute, Inc.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A04245601157586CZ242008-05-22$296,490,068See Part VIfalsefalsefalse
Massachusetts Development Finance Agency
B0434318142012-07-02$57,500,000See Part VIfalsefalsefalse
Massachusetts Development Finance Agency
C0434318142015-08-03$92,500,000See Part VIfalsefalsefalse
Massachusetts Development Finance Agency
D04343181457584XNZ02016-06-23$281,786,480See Part VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$150,000,000$0$302,002,059$8,349,259$4,119,476$0$2,015,100$116,494$0$90,335,421$197,066,308$02011Yes (true)falseYes (true)Yes (true)
B$0$0$57,500,000$0$0$0$0$0$0$0$57,500,000$02012Yes (true)falseYes (true)Yes (true)
C$0$0$92,500,000$0$0$0$0$0$0$0$92,500,000$02015Yes (true)falseYes (true)Yes (true)
D$0$0$282,826,011$0$1,655,104$0$2,486,701$0$0$302,271,959$0$0falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
DfalsefalsefalseYes (true)Yes (true)0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Morgan Stanley Capit
AfalsefalsefalseYes (true)Yes (true)Yes (true)39.8falsefalseYes (true)Trinity Funding2.8Yes (true)falseYes (true)
Morgan Stanley Capit
BfalsefalsefalseYes (true)Yes (true)Yes (true)39.8falsefalsefalse0falseYes (true)
Morgan Stanley Capit
CfalsefalsefalseYes (true)Yes (true)Yes (true)39.8falsefalsefalse0false
0
DfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I (Bond Issues):A (a) Issuer name: Massachusetts Health and Educational Facilities Authority, succeeded by Massachusetts Development Finance Agency A (f) Description of purpose: The bond issue was used to refund Pool J-1 issued on June 30, 1993; Pool J-2 issued on June 8, 1995;Pool M-2 issued on May 30, 2002; Series H issued on May 4, 2004; Series I issued on February 8, 2007 to partially finance the construction of the Yawkey Center for Cancer Care. B (f) Description of purpose: The bond issue was used to refund part of Series L-2 bonds issued on 5/22/2008. C (f) Description of purpose: The bond issue was used to refund Series L-1 bonds issued on 5/22/2008. D (f) Description of purpose: The bond issue was / will be used to partially cover the acquisition and fit-out of research space and vivarium at the Longwood Center; to partially cover the replacement of HVAC system at the Smith Building; to cover the relocation to, reconstruction and equipping of the Institute's Cell Manipulation Core Facility; and to cover the costs of bond issuance and interest during the construction period as well as other capital projects.
Part IV (Arbitrage):A 2(c) Did the following apply "No rebate due" - rebate calculation was performed in October 2017 B 2(c) Did the following apply "No rebate due" - rebate calculation was performed in October 2017 C 2(c) Did the following apply "No rebate due" - rebate calculation was performed in October 2017 D 2(c) Did the following apply "No rebate due" - rebate calculation was performed in October 2017 A 4(b) Name of provider: Morgan Stanley Capital Services, Inc. B 4(b) Name of provider: Morgan Stanley Capital Services, Inc. C 4(b) Name of provider: Morgan Stanley Capital Services, Inc. A 5(b) Name of provider: Trinity Funding Company, LLC

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan To OrganizationLoanToOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
Stephen Sallan
EmployeeTuition AssistanceYes (X)$262,081$60,252falseYes (true)Yes (true)
Bruce Johnson
EmployeeHousing LoanYes (X)$400,000$28,333falseYes (true)Yes (true)
Karen Bird
EmployeeTuition AssistanceYes (X)$49,550$21,175falseYes (true)Yes (true)
Drew Memmott
EmployeeHousing LoanYes (X)$75,000$50,625falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$160,385TotalBalanceDueAmt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$781,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesLetter from DonorMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution274ContributionCnt
Noncash Contributions Rpt F990$14,846,131NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution42ContributionCnt
Noncash Contributions Rpt F990$405,245NoncashContributionsRptF990Amt
Method Of Determining RevenuesLetter from DonorMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescMiscellaneousDesc
Contribution40ContributionCnt
Noncash Contributions Rpt F990$400,269NoncashContributionsRptF990Amt
Method Of Determining RevenuesLetter from DonorMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 33FormAndLineReferenceDesc
ExplanationDFCI received donations of art, books, and other goods that it displays in its properties. These goods have values that are either nominal or are not readily determinable and are, therefore, not included as revenue.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI, Question 2Family Relationship: John O'Connor and Laura Sen BUSINESS RELATIONSHIP: Richard Lubin, Christopher Hadley and Jane Brock-Wilson Business Relationship
Part VI, Question 11Process used to review the Form 990 The Form 990 is prepared by the Tax Department and independently reviewed by Ernst & Young, LLP for technical tax issues. After the Tax Department and Ernst & Young, LLP finalize the returns, The Chief Financial Officer of the Organization meets with the Tax Department to review the tax return And may direct additional changes. After the CFO approves the return, certain sections are taken to Board Committees for a more detailed analysis. For example, the Board Compensation Committee reviews all information related to compensation in Part VII and Schedule J. Once the return has been through the committees who review certain sections, the tax return is presented to the Audit Committee for review and approval. After the audit committee approves the tax return, an electronic message is sent to all Board members with a secure link to the tax return. The Board has the opportunity to review the return and they can bring any issues to the attention of the appropriate executive management individuals. A final version of the form is made available to the Board before filing with the IRS. The return is only filed after each of the steps in the review process has been completed. Part VI, Question 12c Monitoring & Enforcement of Conflict of Interest Policy. The Office of General Counsel, the Assistant Secretary of the Board, and the Tax Department draft a Conflict of Interest Disclosure Questionnaire each year and requires that all trustees, officers, and key employees fill out a questionnaire in order to identify potential disclosures for DFCI's returns. The Assistant Secretary compiles the list of Disclosures and gathers financial data from the Accounts Payable and Payroll Department for all organizations, employees, independent contractors, and other miscellaneous transactions which were disclosed by all individuals. Once all of this information is compiled, the Office of General Counsel and the Tax Department goes through each transaction and disclosure to determine what needs to be disclosed on the tax return. The Tax Department and the Office of General Counsel also discusses if there are any other known transactions that have not been disclosed. If there are any questions regarding such situation, the Office of General Counsel and the Assistant Secretary will discuss the questions with the individual trustees, oficers and key employees involved. In addition the process described above, the governance committee of the board of directors annually reviews any new conflict of interest disclosures and they address any issues that may arise. The governance committee is also responsible to bring any major issues related to the conflict of interest policy to the executive committee and the entire Board if deemed necessary. Per DFCI's conflict of interest policy, in order to avoid a conflict of interest or an appearance of a conflict of interest: 1. A Trustee should not participate in a vote on a transaction in which the Trustee or family member has a financial interest and should disclose any potential conflict before DFCI acts on the transaction. 2. A Trustee, a member of his or her family, or an entity with which one or more of them has a material interest, may not do business with DFCI unless expressly authorized by DFCI after full disclosure. 3. A Trustee should fully disclose his or her association (including employment, consulting, or membership on a governing board by the Trustee or a family member) with an entity that competes with or has interests conflicting with those of DFCI and should refrain from participating in any vote if the vote affects DFCI. Once a disclosure has been made, DFCI's Office of General Counsel reviews such conflict and may discuss the matter with the appropriate parties. The Office of General Counsel will then review the matter with the Chairman of the Board. Final decisions are made with the chairman and possibly the Board's Executive Committee. Part VI, Question 15a Process for determining compensation of President per DFCI's Executive Compensation Philosophy, annually the Compensation Committee of the Board of Trustees reviews the President's (DFCI's Chief Executive Officer) performance and makes a recommendation regarding compensation to the Executive Committee. The Executive Committee acts on the recommendation. To determine the recommendation and to ensure compliance with the Philosophy, the Compensation Committee bi-annually commissions an independent review by a third party organization to compare such compensation with that of other similarly situated individuals in the healthcare field in and outside of the region. The decision of the Executive Committee is reported to the full Board. Annually, following the filing of Form 990, DFCI compares the information it reports for its President to the compensation of Presidents/CEO's at other area healthcare organizations as well as other institutions that are considered designated comprehensive cancer centers. The Board completed this process as of June 2016. Part VI, Question 15b Process for determining compensation of officers and key employees Per DFCI's Executive Compensation Philosophy, annually the DFCI President reviews the performance of Officers and Key Employees and makes a recommendation as to their compensation to the Compensation Committee of the Board of Trustees. The Compensation Committee establishes compensation for those individuals based on that recommendation. To determine the recommendation and to ensure compliance with the Philosophy, the Compensation Committee bi-annually commissions an independent review by a third party organization to compare such compensation with that of other similarly situated individuals in the healthcare field in and outside of the region. The decision of the Compensation Committee is reported to the Executive Committee of the Board of Trustees and to the full Board. Annually, following the filing of Form 990s DFCI compares the compensation of these individuals with those at other area healthcare organizations as well as other institutions that are considered designated cancer centers. Part VI, Question 19 Availability of Governing Documents, Conflict of Interest Policy, and Financial Statements to the Public We currently provide the governing documents upon request. The Governing Documents are also available to the Public on the Secretary of the Commonwealth's website. Conflict of Interest Policy - DFCI's Conflict of Interest Policy can be found within its Code of Conduct, which is available on its website. Financial Statements - The organization uses the services of Digital Assurance Certification LLC (DAC) to report annual audited financial statements and other relevant organizational information as required by certain regulatory and tax laws. DAC is a website (www.dacbond.com) free to the public that publishes tax-exempt bond issuers' financial and legal documents such as the Audited Financial Statements. Fiscal Year 2001 through the latest issue date of the Audited Financial Statements for Dana-Farber Cancer Institute, Inc. can be found on the DAC website. PART XI LINE 9 OTHER CHANGES IN NET ASSETS CHANGE IN INTEREST IN ASSETS HELD BY AFFILIATE $137,073,981 CHANGE IN VALUE OF SWAP AGREEMENT $15,997,227 PENSION ADJUSTMENT $3,757,053 Total Other Changes in Net Assets $156,828,261
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER FEES FOR SERVICE TOTAL FEES:XXX-XX-XXXX
FORM 990 PART IX LINE 11GDESCRIPTION:PURCHASED RESEARCH SERVICES TOTAL FEES:47359697
FORM 990 PART IX LINE 11GDESCRIPTION:FOOD SERVICES TOTAL FEES:5068388

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Dana-Farber Inc
450 Brookline Avenue BP418BOSTONMA02215043102433INVEST MGMTMA501(c)(3)12A, TYPE 1DFCIYes (true)
DANA-FARBER TRUST INC
450 Brookline Avenue BP418BOSTONMA02215300195757DFCI RE MGMTMA501(c)(3)12aDFCIYes (true)
DANA-FARBER PARTNERS CANCER CARE INC
450 Brookline Avenue BP418BOSTONMA02215043320640ONCOL SUP ORGMA501(c)(3)12c FIDFCIfalse
RMSA TRUST
450 Brookline Avenue BP418BOSTONMA02215562656539RETRMT TRUSTMA501(c)(9)DFCIYes (true)
Friends of Dana-Farber Cancer Institute
450 Brookline Ave BP418BostonMA02215371613621FundraisingMA501(c)(3)12A, TYPE 1DFCIYes (true)
Dana-Farber Children's Hosp Cancer Care
450 Brookline Ave BP418BostonMA02215043554536Pediatric OncMA501(c)(3)Type 1N/A
Dana-Farber Cancer Care Network Inc
450 Brookline Avenue BP 418BostonMA02215465138314ONCOL SUP ORGMA501(c)(3)Type 1DFCIYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1DFPCC PtshpBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 Brookline Avenue BP418AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
EIN043402364EIN
Primary ActivitiesONCOLOGY PTNRPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Predominant Income TyperelatedPredominantIncomeTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
UBI Code V$0UBICodeVAmt
Ownership0.50000OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Dana-Farber Partners Cancer Care Inc
O$34,143CASH
Dana-Farber Partners Cancer Care Inc
R$239,800CASH
Dana-Farber Partners Cancer Care Inc
L$43,277,018CASH
Dana-Farber Inc
R$38,369,853CASH
Dana-Farber Inc
S$228,311,677CASH
Friends of Dana-Farber Cancer Institute Inc
O$262,924Actual Expense
RMSA Trust
R$176,225CASH
Friends of Dana-Farber Cancer Institute Inc
B$50,000Cash
Friends of Dana-Farber Cancer Institute Inc
C$515,304Cash
Dana-Farber Cancer Care Network Inc
M$34,047,683cost
Dana-Farber Cancer Care Network Inc
R$42,696,727cost
Friends of Dana-Farber Cancer Institute Inc
$12,360cost

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