2018-08-14T16:24:57-05:00 2017-09-30 861065772 DELOITTE TAX LLP TWO JERICHO PLAZA JERICHO NY 11753 990 2016-10-01 042103612 NEW ENGLAND BAPTIST HOSPITAL NEWE 6177545800 125 PARKER HILL AVENUE BOSTON MA 02120 THOMAS GHERINGHELLI VICE PRESIDENT & CFO 6177545800 2018-08-10 0 CHRISTINE KAWECKI P00743140 5169187000 2016 2022-09-23 18:48:47Z PATRICIA HANNON 125 PARKER HILL AVENUE BOSTON MA 02120 244992494 0 X WWW.NEBH.ORG X 1889 MA SEE SCHEDULE O 16 11 1492 55 3149435 0 4100940 6717952 226372985 224893707 7817695 1669953 8647159 11454233 246938779 244735845 223567 177371 0 0 102440767 100367133 62490 57213 2018422 137895691 134559336 240622515 235161053 6316264 9574792 223644094 223638515 99113217 84527160 124530877 139111355 X SEE SCHEDULE O 0 0 86844546 58552 68479716 SEE SCHEDULE O 92974371 66756 110807773 SEE SCHEDULE O 38975646 10000 44857213 SEE SCHEDULE O 1800466 42063 5005105 1800466 42063 5005105 220595029 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 1 X 1541 0 1 1492 1 1 1 0 0 0 0 1 1 0 0 0 0 0 X 16 11 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 FL IL KY MD MA MI MN MS NH NJ NM NY OR TN UT WI X THOMAS GHERINGHELLI 6177545800 125 PARKER HILL AVENUE BOSTON MA 021202847 AMELLO JASON TRUSTEE 1.00 0.00 X 0 0 0 BARNETT KEITH TRUSTEE 1.00 0.00 X 0 0 0 BASILICO MD FACC FREDERICK C TRUSTEE (EX-OFF)/CHAIR OF MED 30.00 30.00 X 149354 149354 24854 BODE MD ROBERT BRD CHR/TTEE (EX-OFF)/ANES CHR 6.00 6.00 X 36821 36821 0 COLLINS CHRISTOPHER TRUSTEE 1.00 0.00 X 0 0 0 HANNON FACHE PATRICIA PRESIDENT/CEO/TRUSTEE (EX-OFF) 62.00 3.00 X X 1157306 35793 27139 JENNY CHRISTOPHER TRUSTEE 1.00 0.00 X 0 0 0 KOLLIGIAN ESQ JOAN TRUSTEE & SECRETARY 2.00 0.00 X 0 0 0 LIBERT JEFFREY TRUSTEE 1.00 0.00 X 0 0 0 MATTINGLY MD DAVID TTEE(EXOFF)/SURG CHF/ORTHO CHR 15.00 15.00 X 184885 184885 572 NICHOLS PETER B TRUSTEE, CO-VICE CHAIR 5.00 2.00 X 0 0 0 POGORZELSKI DONALD E TRUSTEE & CO-VICE CHAIR 5.00 0.00 X 0 0 0 RUBENSTEIN JAMES TRUSTEE 1.00 0.00 X 0 0 0 SAMSEL ERVEN TRUSTEE, CHAIR 10.00 0.00 X 0 0 0 SARGENT GIRARD TRUSTEE 1.00 0.00 X 0 0 0 SMITH RN MS MARY SULLIVAN TEE (EX-O), SVP, COO, CNO 58.00 2.00 X X 419171 12964 15714 SMYTH PETER TRUSTEE & TREASURER 2.00 0.00 X X 0 0 0 SPITZ MD DAMON J TEE/MED STAFF PRES/RAD CHR 6.00 6.00 X 36126 36126 0 TROMANHAUSER MD SCOTT TRUSTEE/CHIEF MED QUAL OFFICER 30.00 30.00 X 118211 118211 42 GHERINGHELLI MSF THOMAS J SVP OF FINANCE & CFO 58.00 2.00 X 364634 11277 48918 GREENSPAN ELIZABETH SVP, CHIEF STRATEGY OFFICER 58.00 2.00 X 322361 9970 40320 PASSAFARO DAVID SVP, EXTERNAL AFFAIRS 60.00 0.00 X 287882 0 29543 THOMPSON LINDA E SVP, HR & SERVICE EXCELLENCE 58.00 2.00 X 312512 9665 57615 HAYEK MD JIHAD PATHOLOGY CHAIR, NEBH 30.00 30.00 X 154651 154651 79338 SCHNEIDER GARY CHIEF OF RESEARCH 58.00 2.00 X 287832 8902 35370 HERMAN K MORGAN VP OF PHILANTHROPY 60.00 0.00 X 263021 0 43528 CALLAHAN ANN E OR NURSE 50.00 0.00 X 201660 0 65564 RICHMOND MD JOHN C MED DIR, NETWORK DEVELOPMENT 12.00 12.00 X 100561 100561 386 MULKERRIN MS RN MAUREEN FORMER VP, TECHNOLOGY & CIO 0.00 0.00 X 393075 12158 52156 4790063 881338 521059 174 1 1 0 WISE CONSTRUCTION CO 21 EAST ST WINCHESTER MA 01890 CONSTRUCTION 2374849 C&W FACILITY SERVICES INC 4002 SOLUTIONS CTR CHICAGO IL 60677 FACILITIES MANAGEMENT 2240559 SODEXO INC & AFFILIATES PO BOX 81049 WOBURN MA 01813 SUPPORT SERVICE MANAGEMENT 1317974 ANAESTHESIA ASSOC OF MASSACHUSETTS 690 CANTON ST STE 200 WESTWOOD MA 02090 SUPPORT SERVICES 816185 FOLEY & LARDNER LLP 3000 K STREET NW SUITE 500 WASHINGTON DC 200075143 CONSULTING & LEGAL SERVICES 682364 22 588147 6129805 76984 6717952 IMPATIENT CARE 621400 110807773 110807773 MEDICARE 623000 68479716 68479716 WALK IN CLINIC 621990 44857213 44857213 PROGRAM SERVICE REVENU 621990 618083 618083 RESEARCH 621990 130922 130922 224893707 1181372 100212 1081160 1313994 50161 1263833 1263833 35649 1228184 488581 0 488581 488581 11738 476843 68225 588147 206488 -138263 -138263 PHYSICIAN ADMIN 900099 2393560 2393560 PARKING 900099 1820328 1820328 CAFETERIA 900099 1149907 1149907 4964868 4256100 608276 100492 10328663 244735845 229149807 3149435 5718651 177371 177371 4228956 985980 3242976 79654402 78729851 924551 2851002 2532257 296351 22394 7951734 7091940 798786 61008 5681039 5045892 590523 44624 859691 763576 89362 6753 377910 335660 39282 2968 43310 43310 57213 57213 11259119 9940189 1014225 304705 2191745 1946705 227824 17216 63211008 62742556 215503 252949 4787798 4256285 494170 37343 10483946 8435688 2013342 34916 141291 124041 12490 4760 338082 318238 18450 1394 1760215 1563421 182968 13826 5107286 5074685 30311 2290 12477274 11082300 1296966 98008 1075945 965698 102500 7747 MAINTENANCE & REPAIRS 11139651 9468716 1595289 75646 FREE CARE 4148548 4148548 0 0 EQUIPMENT LEASES 2631770 2556179 70280 5311 2524747 2309253 172694 42800 235161053 220595029 12547602 2018422 23911617 21392958 1528595 4051806 21479594 22942117 0 2818528 2553383 2631479 1525297 278139691 190332008 93801044 87807683 52988039 57444182 20721621 21603635 3763577 4317454 223644094 223638515 25609203 21863009 1200000 1120000 61011062 57861135 11292952 3683016 99113217 84527160 X 97808088 109708762 12743388 12716996 13979401 16685597 124530877 139111355 223644094 223638515 X 9574792 3874093 1131593 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 43310 43310 0 PART II-B, LINE 1: DESCRIPTION OF LOBBYING ACTIVITIES NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS ENGAGED IN LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. ADDITIONALLY, NEBH PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. NEBH ESTIMATES THE LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES TO BE $43,310 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2017. TOTAL LOBBYING EXPENDITURES WERE MINIMAL AND INSUBSTANTIAL BASED ON REVENUES. 0 53914000 2482000 4207000 829000 59774000 50716000 1498000 2720000 1020000 53914000 50865000 1163000 -791000 521000 50716000 47005000 1790000 3174000 1104000 50865000 41872000 4317000 5042000 4226000 47005000 0.51000 0.26000 0.23000 0 0 3956331 3956331 149887538 97860879 52026659 9730413 1634009 8096404 114565409 90837120 23728289 87807683 PRIVATE EQUITY & VENTURE CAPITAL 1715000 F ABSOLUTE RETURN AND HEDGED EQUITY 16951000 F CREDIT RELATED 235635 F REAL ASSETS 2702000 F 21603635 LT REINS LIAB-CRICO 2340002 DEPOSITS REC'D LEASES 6443 IBNR - INSURANCE & MALPRACTICE 1336571 3683016 X 248855000 8679258 8679258 240175742 4560103 4560103 244735845 243805000 8643947 8643947 235161053 0 235161053 PART V, LINE 4: NEW ENGLAND BAPTIST HOSPITAL ENDOWMENT FUND UNDER THE NEW ENGLAND BAPTIST HOSPITAL'S (NEBH OR HOSPITAL) CURRENT LONG-TERM INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 5% OF THE OF QUALIFYING INCOME AVAILABLE MAY BE APPROPRIATED. IN ESTABLISHING THESE POLICIES, NEBH CONSIDERED THE EXPECTED RETURN ON ITS ENDOWMENT AND ITS PROGRAMMING NEEDS. ACCORDINGLY, NEBH EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER AND TO PROVIDE A PREDICTABLE AND STABLE SOURCE OF REVENUE TO THE ANNUAL OPERATING BUDGET. ADDITIONAL REAL GROWTH WILL BE PROVIDED THROUGH NEW GIFTS OR EXCESS INVESTMENT RETURN. FORM 990, SCHEDULE D, PART VII: INVESTMENTS OTHER SECURITIES AS OF SEPTEMBER 30, 2017, NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) HAD INVESTMENTS OF OTHER SECURITIES OF $21,603,635 WITH CAREGROUP INVESTMENT PARTNERSHIP (EIN: 04-3278109) SEE SCHEDULE R FOR ADDITIONAL INFORMATION ON THIS RELATED ENTITY). PART X, LINE 2: THE AUDITED FINANCIAL STATEMENTS OF NEW ENGLAND BAPTIST HOSPITAL (HOSPITAL) INCLUDE THE HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, OF WHICH NEBH IS ITS SOLE MEMBER. FOOTNOTE 2(N), SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES, INCOME TAX STATUS IS INCLUDED BELOW. THE HOSPITAL AND NEBMA HAVE BEEN PREVIOUSLY DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE TAX-EXEMPT ORGANIZATIONS DESCRIBED IN THE INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. NEW ENGLAND BAPTIST CLINICAL INTEGRATION ORGANIZATION, LLC (NEBCIO), IS A MASSACHUSETTS LIMITED LIABILITY COMPANY. NEW ENGLAND BAPTIST HOSPITAL IS THE SOLE MEMBER OF NEBCIO AND AS SUCH, NEBCIO IS A SINGLE MEMBER LLC DISREGARDED FOR INCOME TAX PURPOSES. THE CORPORATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT. CHANGES IN RECOGNITION IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE CORPORATION DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2017 OR 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AMOUNTS 3,797,000. PARTNERSHIP INCOME (GBMC RE, GBMC MC) -52,622. CHANGES IN EQUITY INTERESTS IN LIMITED PARTNERSHIP 1,902,000. NET ASSETS RELEASED FROM RESTRICTION 3,032,880. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSES RELATED TO RENTAL INCOME -50,161. RESTRICTED CONTRIBUTIONS 4,548,299. RESTRICTED REVENUE 268,989. ROUNDING -536. FUND RAISING EXPENSE -206,488. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AMOUNTS 8,388,000. RENT EXPENSES AND FUNDRAISING INCOME 256,649. LOSS ON EXTINGUISHMENT OF DEBT -702. CENTRAL AMERICA & THE CARIBBEAN 0 0 INVESTMENTS 7891172 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 990231 NORTH AMERICA 0 0 INVESTMENTS 340325 0 0 0 0 0 0 9221728 0 9221728 1 0 1 1 1 0 SCHEDULE F PART IV: FOREIGN FORMS: FORM 990, SCHEDULE F, PART IV, LINE 1 ALTHOUGH NEBH WAS AN INDIRECT TRANSFEROR OF FUNDS TO A FOREIGN CORPORATION DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 926, RETURN OF A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. FORM 990 SCHEDULE F, PART IV, LINE 3 ALTHOUGH NEBH HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS. FORM 990 SCHEDULE F, PART IV, LINE 4 ALTHOUGH NEBH WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8621, INFORMATION RETURN BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND. FORM 990 SCHEDULE F, PART IV, LINE 5 ALTHOUGH NEBH HELD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN PARTNERSHIP DURING THE TAX YEAR, THE INTEREST DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS. X X X X X 1 DEVELOPMENT GUILD DDI 233 HAVARD ST BROOKLINE MA 02446 FUNDRAISING COUNSEL 0 0 0 57213 57213 AK AZ AL CO FL GA IL KY MA MD ME MI MN MO MS ND NH NJ NM NY OH OK OR TN UT WA WI GALA 656372 588147 68225 94500 78196 9822 23970 656372 588147 68225 94500 78196 9822 23970 206488 -138263 1 1 1 X 1 X 1 1 0 1 1 4185548 4185548 0.01780 1222858 702427 520431 0.00220 5408406 702427 4705979 0.02000 244498 244498 0.00100 1210911 265860 945051 0.00400 5713197 2520349 3192848 0.01360 1650381 130922 1519459 0.00650 451035 451035 0.00190 9270022 2917131 6352891 0.02700 14678428 3619558 11058870 0.04700 55840 55840 0.00020 134478 134478 0.00060 78250 78250 0.00030 226365 226365 0.00100 50424 50424 0.00020 545357 545357 0.00230 1 108884 71803060 87148450 -15345390 X 1 1 1 1 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER AVENUE BOSTON MA 02120 WWW.NEBH.ORG MA STATE LICENSE # 2059 MA STATE LICENSE # 2059 X X X SEE NARRATIVE DETAIL NEW ENGLAND BAPTIST HOSPITAL 1 0 0 1 X X X X X X X 15 1 0 0 1 X SEE PART V, SECTION C X 1 15 1 SEE PART V, SECTION C 0 1 X 200.000000000000 400.000000000000 X X X X X X 1 1 X X X X 1 X WWW.NEBH.ORG X WWW.NEBH.ORG X WWW.NEBH.ORG X X X X X X 1 X 0 X X X X 0 X X 0 0 NEW ENGLAND BAPTIST HOSPITAL PART V, SECTION B, LINE 21D: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTALINFORMATION. FORM 990 SCHEDULE H PART V, SECTION C: SUPPLEMENTAL INFORMATION FOR SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSCOMMUNITY BENEFITS MISSION STATEMENTNEW ENGLAND BAPTIST HOSPITAL IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED IN MUSCULOSKELETAL DISEASE AND COLLABORATE ON PROGRAMS TO ADDRESS THESE NEEDS, WITH SPECIAL FOCUS ON UNDERSERVED POPULATIONS THROUGH OUTREACH, EDUCATION AND PROVISION OF SERVICES TO ADDRESS MUSCULOSKELETAL HEALTH.AS NOTED THROUGHOUT THIS NARRATIVE, NEW ENGLAND BAPTIST HOSPITAL'S (NEBH OR HOSPITAL) PRIMARY PURPOSE IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF PATIENTS. THE HOSPITAL OPERATES AS AN ADULT MEDICAL / SURGICAL HOSPITAL WITH A NATIONAL REPUTATION IN ORTHOPEDIC CARE. PATIENTS ARE OFFERED A FULL RANGE OF SERVICES IN ORTHOPEDICS AND RHEUMATOLOGY, JOINT REPLACEMENT, SPINE CARE, FOOT AND ANKLE CARE, HAND SURGERY, OCCUPATIONAL MEDICINE AND SPORTS MEDICINE. COMMUNITY BENEFITS PHILOSOPHY NEBH IS COMMITTED TO ITS COMMUNITY. THE HOSPITAL'S PHILOSOPHY IS TO PARTNER DIRECTLY WITH LOCAL ORGANIZATIONS TO PROVIDE DIRECT SERVICES IN OUR PRIORITY AREAS, TO STREAMLINE AND REDUCE DUPLICATION AND TO BUILD POSITIVE RELATIONSHIPS IN THE SURROUNDING NEIGHBORHOODS. DURING THE FISCAL YEAR COVERED BY THIS FILING, NEBH PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFIT OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $695,533 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I, COLUMN C.COMMUNITY BENEFITS LEADERSHIP AND PROCESSCOMMUNITY BENEFITS LEADERSHIP THE HOSPITAL'S GOVERNING BOARD AND SENIOR MANAGEMENT ARE RESPONSIBLE FOR OVERSEEING THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY BENEFITS PLAN BASED ON THE COMMUNITY HEALTH NEEDS ASSESSMENT AND THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY/PLAN (CHIP). COMMUNITY PLANNING IS DONE IN CONJUNCTION WITH MEMBERS OF THE DESIGNATED HOSPITAL COMMUNITY, WHO MAY PROVIDE INSIGHT AND RECOMMENDATIONS ON COMMUNITY HEALTH ISSUES. THE BOARD IS RESPONSIBLE FOR DEVELOPING POLICY TO IMPLEMENT AND EVALUATING THE HOSPITAL'S CURRENT AND FUTURE COMMUNITY PROGRAMS. THE DIRECTOR OF PUBLIC AFFAIRS AND COMMUNITY RELATIONS REPORTS TO SENIOR MANAGEMENT AND TO THE PRESIDENT OF THE HOSPITAL ON COMMUNITY BENEFIT ACTIVITIES AND PLANS. DIRECTOR OF PUBLIC AFFAIRS AND COMMUNITY RELATIONS, RESPONSIBILITIES INCLUDE:- PLANNING, ORGANIZING AND EVALUATING THE COMMUNITY BENEFITS PROGRAMMING IN COLLABORATION WITH HOSPITAL ADMINISTRATION, NEBH STAFF AND THE KEY STAKEHOLDERS WITHIN THE COMMUNITY.- COORDINATING THE HOSPITAL'S CURRENT COMMUNITY BENEFIT PROGRAM WITH NUMEROUS DEPARTMENTS THROUGHOUT THE HOSPITAL. NEBH STAFF ADVISORSCOMMUNITY RELATIONS STAFF WORKS COLLABORATIVELY WITH MULTIPLE DEPARTMENTS TO DEVELOP AND IMPLEMENT COMMUNITY BENEFIT ACTIVITIES. THESE ADVISORS PROVIDE INPUT ON THE DIRECTION OF THE HOSPITAL'S COMMUNITY BENEFIT EFFORTS. THESE ADVISORS ADD SIGNIFICANT VALUE IN THESE AREAS:- AS HEALTH CARE PROVIDERS WHO CAN OFFER THEIR EXPERTISE AS THE HOSPITAL COLLABORATES WITH THE COMMUNITY TO DEVELOP NEW HEALTH EDUCATION PROGRAMS ADDRESSING THE KEY ASPECTS OF THE HOSPITAL MISSION.- AS RESIDENTS WITHIN THE HOSPITAL'S IMMEDIATE NEIGHBORHOODS THEY HELP THE COMMITTEE ASSESS THE NEEDS OF THIS COMMUNITY.- THEY ARE INVOLVED AS PROVIDERS IN THE HOSPITAL'S COMMUNITY BENEFIT PROGRAM, AND CAN HELP DETERMINE THEIR EFFECTIVENESS- THEY HAVE SPECIAL EXPERTISE ESSENTIAL TO THE COMMUNITY BENEFIT PLANNING PROCESS; E.G., STAFF FROM ORGANIZATIONAL/QUALITY IMPROVEMENT DEPARTMENT HAS COMMUNITY EDUCATION EXPERTISE.- THEY ARE DIRECTLY RESPONSIBLE OR INVOLVED IN MANAGING THE CLINICAL AREAS IDENTIFIED IN THE COMMUNITY BENEFIT MISSION STATEMENT, SPECIFICALLY TO ADDRESS MUSCULOSKELETAL DISEASE AND CAN GUIDE THE HOSPITAL AS IT WORKS WITH THE COMMUNITY TO DEVELOP PROGRAMS.- THE PATIENT AND FAMILY ADVISORY COUNCIL PROVIDES INPUT INTO THE COMMUNITY BENEFITS PROGRAM, THROUGH COMMITTEE COLLABORATION, ASSISTANCE WITH IMPLEMENTATION, ANALYSIS AND FEASIBILITY ASSESSMENT.THE HOSPITAL'S COMMUNITY BENEFITS COMMITTEE CONSISTS OF EMPLOYEES, COMMUNITY RESIDENTS, REPRESENTATIVES FROM COMMUNITY AGENCIES AND MEMBERS OF THE HOSPITAL'S PRESIDENT'S COUNCIL. THE COMMITTEE REVIEWS THE COMMUNITY SERVICE AND COMMUNITY BENEFITS PROGRAM PROVIDED BY THE HOSPITAL. THE HOSPITAL FOCUSES ON THE FOLLOWING AREAS: MUSCULOSKELETAL HEALTH, OBESITY PREVENTION, FOOD INSECURITY/HUNGER, MOBILITY AND TRANSPORTATION FOR THE ELDERLY, ACCESS TO HEALTHY AFFORDABLE FOOD, ELDER ISOLATION, VIOLENCE PREVENTION AND WORKFORCE DEVELOPMENT. COMMUNITY BENEFITS COMMITTEE MEMBERS AND ADVISORS- DAVID PASSAFARO, SR. VICE PRESIDENT, EXTERNAL AFFAIRS- CHRISTINE DWYER, DIRECTOR, PUBLIC AFFAIRS AND COMMUNITY RELATIONS - BETH DONATO, MSPT, DIRECTOR OF INPATIENT REHABILITATIVE SERVICES- JARLIN RIZIK, MANAGER, CENTRAL TRANSPORTATION- LYNN STEWART, MANAGER, AMENITIES AND STUDENT SERVICES- ELAINE ADAMS, RN, REGISTERED NURSE AND COMMUNITY MEMBER- JANET MCCARTHY, RN, REGISTERED NURSE AND COMMUNITY MEMBER- ASHLEY DUBOIS, HRIS COORDINATOR, HUMAN RESOURCES - EILEEN O'DONNELL, RN, CLINICAL LEADER, EMPLOYEE HEALTH - LAURA ADAMS, SENIOR PROGRAM COORDINATOR, ROXBURY TENANTS OF HARVARD, AND - COMMUNITY MEMBER- JOHN JACKSON, ADMINISTRATIVE COORDINATOR, TOBIN COMMUNITY CENTER, BOSTON -- CENTERS FOR YOUTH & FAMILIES (BCYF)- MICHAEL HOWE, EXECUTIVE ASSISTANT- KATHLEEN HAYES, RN, REGISTERED NURSE- LEON BRASFIELD, CAST TECHNICIAN, REHAB SERVICES- PAIGE LEGASSIE, BUSINESS PARTNER, HUMAN RESOURCES COMMUNITY HEALTH NEEDS ASSESSMENT COMMUNITY HEALTH NEEDS ASSESSMENT - INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (ACA), REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES, IN ORDER MAINTAIN ITS TAX EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. NEBH COMPLETED ITS MOST RECENT NEEDS ASSESSMENT DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016. THAT CHNA WAS APPROVED BY THE BOARD OF TRUSTEES IN SEPTEMBER 2016. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO APPROVED BY THE BOARD OF TRUSTEES IN SEPTEMBER 2016 WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER IRC SECTION 501(R). THIS MOST RECENT CHNA AND IMPLEMENTATION STRATEGY (CHIP) INFORMED NEBH'S COMMUNITY BENEFITS PROCESS FOR THE PERIOD COVERED BY THIS FILING. THE PREVIOUS NEEDS ASSESSMENT AND ACCOMPANYING IMPLEMENTATION PLAN WERE APPROVED BY THE NEBH BOARD OF TRUSTEES IN SEPTEMBER 2013 AND INFORMED NEBH'S COMMUNITY BENEFIT PROCESS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2014, SEPTEMBER 30, 2015 AND SEPTEMBER 30, 2016. DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2016 (TAX YEAR 2015), NEBH CONDUCTED A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT FOCUSING ON THE MISSION HILL AND ROXBURY NEIGHBORHOODS IN BOSTON WHICH, AS PREVIOUSLY NOTED, ARE THE HOSPITAL'S PRIMARY COMMUNITY BENEFITS SERVICE AREAS. THE OVERALL GOAL OF THE ASSESSMENT WAS TO COMPILE INFORMATION FROM A RANGE OF QUANTITATIVE AND QUALITATIVE SOURCES TO CLARIFY THE HEALTH CARE NEEDS AND PRIORITIES OF COMMUNITY RESIDENTS AND ASSESS THE OVERALL STRENGTHS AND WEAKNESSES OF THE HEALTH AND SOCIAL SERVICE SYSTEMS. THE PROJECT WAS ALSO DESIGNED TO FULFILL BOTH THE COMMONWEALTH OF MASSACHUSETTS ATTORNEY GENERAL'S OFFICE AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT THE HOSPITAL ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES, AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW THE HOSPITAL, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT, WOULD ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE ASSESSMENT. THE CHNA CONDUCTED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016, FOCUSED ON THE BOSTON NEIGHBORHOODS OF MISSION HILL AND ROXBURY, WHICH AS NOTED ABOVE, ARE NEBH'S PRIMARY SERVICE AREA WITH RESPECT TO ITS COMMUNITY BENEFIT INITIATIVES. AS REQUIRED UNDER THE LAW, THE OVERALL GOAL OF THE ASSESSMENT WAS TO COMPILE INFORMATION FROM A RANGE OF QUANTITATIVE AND QUALITATIVE SOURCES TO CLARIFY THE HEALTH CARE NEEDS AND PRIORITIES OF COMMUNITY RESIDENTS AND ASSESS THE OVERALL STRENGTHS AND WEAKNESSES OF THE AREA'S HEALTH AND SOCIAL SERVICE SYSTEMS WITH THE GOAL TO FACILITATE THE DEVELOPMENT OF A STRATEGIC PLAN/IMPLEMENTATION STRATEGY DESIGNED TO GUIDE HOW NEBH WOULD WORK WITH STAKEHOLDERS IN MISSION HILL AND ROXBURY TO STRENGTHEN THE COMMUNITY AND IMPROVE HEALTH STATUS DURING THE FISCAL YEAR COVERED BY THIS FILING, AS WELL AS THE NEXT TWO FISCAL YEARS ENDING SEPTEMBER 30, 2018 AND SEPTEMBER 30, 2019.THE IDENTIFIED NEEDS IN THE CHNA WHICH WILL INFORM NEBH'S COMMUNITY BENEFIT OPERATIONS FOR THE NEXT THREE FISCAL YEARS AS NOTED ABOVE ARE: MUSCULOSKELETAL HEALTH, OBESITY PREVENTION, VIOLENCE PREVENTION, WORKFORCE DEVELOPMENT, ELDER ISOLATION, ACCESS TO HEALTHY AFFORDABLE FOOD, FOOD INSECURITY/HUNGER AND MOBILITY AND TRANSPORTATION FOR THE ELDERLY AS WELL AS IMPROVING THE HEALTH, FUNCTION, AND QUALITY OF LIFE OF OLDER ADULTS. COMMUNITY HEALTH NEEDS ASSESSMENT - COMMUNITY INFORMATIONAS NOTED ABOVE, THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENTS CONDUCTED BY NEBH FOCUSED ON THE MISSION HILL AND ROXBURY NEIGHBORHOODS IN BOSTON WHICH, AS PREVIOUSLY NOTED, ARE THE HOSPITAL'S PRIMARY COMMUNITY BENEFITS SERVICE AREAS. (SCHEDULE H PART VI QUESTION 4). COMMUNITY HEALTH NEEDS ASSESSMENT -- APPROACH AND METHODS NEBH IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS FROM ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED AND IMPROVE THE OVERALL HEALTH OF THE REGION. NEBH WORKS WITH ALL SEGMENTS OF THE POPULATION BUT IN RECOGNITION OF ITS STRONG TIES TO ITS SURROUNDING COMMUNITY AND ITS SPECIFIC CLINICAL EXPERTISE, NEBH FOCUSES ITS COMMUNITY BENEFIT EFFORTS ON IMPROVING THE HEALTH AND WELL-BEING OF THE LOW INCOME, UNDERSERVED POPULATIONS LIVING IN MISSION HILL AND ROXBURY AND ON MUSCULOSKELETAL HEALTH. NEBH CURRENTLY OPERATES NUMEROUS EDUCATIONAL, OUTREACH, AND COMMUNITY-STRENGTHENING INITIATIVES, COLLABORATES WITH MANY OF THE COMMUNITY'S LEADING SERVICE ORGANIZATIONS. DURING THE PERIOD COVERED BY THIS FILING, THE HOSPITAL COST TO SUPPORT ITS COMMUNITY BENEFIT COMMITMENTS AND THE MASSACHUSETTS UNCOMPENSATED CARE POOL EXCEEDED $4.5 MILLION. NEBH IS ALWAYS EAGER TO EXPLORE WAYS THAT IT CAN FURTHER ENGAGE AND ENRICH ITS CONNECTIONS TO THE COMMUNITY.THE 2016 COMMUNITY HEALTH NEEDS ASSESSMENT AND ASSOCIATED COMMUNITY HEALTH IMPROVEMENT PLAN WERE THE CULMINATION OF SEVERAL MONTHS OF WORK. THIS PROJECT WAS BORNE LARGELY OUT OF NEBH'S DESIRE TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS SURROUNDING COMMUNITY. THE PROCESS IS ALSO DESIGNED TO MEET THE REQUIREMENTS OF THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REQUIREMENTS UNDER INTERNAL REVENUE CODE SECTION 501(R), WHICH MANDATE THAT ALL NONPROFIT HOSPITALS CONDUCT A PERIODIC COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND STRATEGIC PLANNING PROCESS. THE COMMONWEALTH REQUIRES NONPROFIT HOSPITALS AND MANAGED CARE ORGANIZATIONS TO UPDATE THEIR CHNAS EVERY YEAR AND THE IRS REQUIRES THAT A CHNA BE CONDUCTED EVERY THREE YEARS. MORE SPECIFICALLY, THE COMMONWEALTH AND IRS REGULATIONS REQUIRE THAT NEBH ASSESS COMMUNITY HEALTH NEED, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES, AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW THE HOSPITAL, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT, WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE ASSESSMENT.IN LIGHT OF THESE REQUIREMENTS, NEBH HIRED JOHN SNOW, INC. (JSI), A NATIONALLY RECOGNIZED PUBLIC HEALTH CONSULTING FIRM, TO CONDUCT A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT FOCUSING ON MISSION HILL AND ROXBURY, ITS PRIMARY SERVICE AREA WITH RESPECT TO ITS COMMUNITY BENEFIT INITIATIVES. THE OVERALL GOAL OF THE ASSESSMENT WAS TO COMPILE INFORMATION FROM A RANGE OF QUANTITATIVE AND QUALITATIVE SOURCES TO CLARIFY THE HEALTH CARE NEEDS AND PRIORITIES OF COMMUNITY RESIDENTS AND ASSESS THE OVERALL STRENGTHS AND WEAKNESSES OF THE AREA'S HEALTH AND SOCIAL SERVICE SYSTEMS. THE CHNA PROCESS WAS CONDUCTED IN THREE PHASES:- PHASE I: THE JSI PROJECT TEAM CONDUCTED A PRELIMINARY NEEDS ASSESSMENT THAT RELIED HEAVILY ON QUANTITATIVE HEALTH-RELATED DATA DRAWN FROM THE MASSACHUSETTS COMMUNITY HEALTH INFORMATION PROFILE (MASSCHIP) SYSTEM AS WELL AS OTHER NATIONAL, STATE, AND LOCAL SOURCES. THESE DATA ALLOWED THE JSI PROJECT TEAM TO UNDERSTAND THE UNDERLYING CHARACTERISTICS OF AREA RESIDENTS AND IDENTIFY THE SPECIFIC SEGMENTS OF THE COMMUNITY MOST AT-RISK. - PHASE II: JSI CONDUCTED A SERIES OF INTERVIEWS WITH KEY STAKEHOLDERS AND TWO FOCUS GROUPS WITH COMMUNITY MEMBERS. THE FOCUS GROUPS HELPED THE JSI PROJECT TEAM TO ENGAGE THE COMMUNITY AND BETTER UNDERSTAND THEIR HEALTH STATUS, HEALTH-SEEKING BEHAVIORS, SERVICE GAPS, HEALTH-RELATED CHALLENGES, AND PRIORITIES. - PHASE III: CHRISTINE DWYER, DIRECTOR OF PUBLIC AFFAIRS AND COMMUNITY RELATIONS, WORKED WITH JSI TO INTEGRATE THE CHNA'S FINDINGS, INCLUDING FEEDBACK FROM NEBH STAFF AND THE COMMUNITY, AND DEVELOPED NEBH'S COMMUNITY HEALTH IMPROVEMENT PLAN. IN PHASE III, JSI ALSO DEVELOPED A FINAL CHNA REPORT, OBTAINED APPROVAL FOR ITS COMMUNITY HEALTH IMPROVEMENT PLAN FROM NEBH'S BOARD OF TRUSTEES, AND DISSEMINATED THE RESULTS OF THE PROJECT TO INTERNAL AND EXTERNAL STAKEHOLDERS.THE CHNA UTILIZED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. AS NOTED ABOVE, THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING DATA ON SOCIAL, ECONOMIC, AND HEALTH INDICATORS IN THE REGION AS WELL AS INFORMATION FROM COMMUNITY DIALOGUES CONDUCTED WITH COMMUNITY RESIDENTS, AND INTERVIEWS WITH COMMUNITY STAKEHOLDERS. (SCHEDULE H, PART V, SECTION B, QUESTION 5). NEBH CONDUCTED THIS CHNA PROCESS INDEPENDENTLY AS REPORTED IN (SCHEDULE H, PART V, SECTION B, QUESTIONS 6A AND 6B). LEADING HEALTH-RELATED FINDINGS - SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT) CONTINUE TO HAVE A TREMENDOUS IMPACT ON MANY SEGMENTS OF THE POPULATION. THE DOMINANT THEME FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE CONTINUED IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH ARE HAVING ON THE CBSA'S LOW INCOME, UNDERSERVED, DIVERSE POPULATION COHORTS. MORE SPECIFICALLY, DETERMINANTS SUCH AS POVERTY, EMPLOYMENT OPPORTUNITIES, VIOLENCE, TRANSPORTATION, RACIAL SEGREGATION, LITERACY, PROVIDER LINGUISTIC/CULTURAL COMPETENCY, SOCIAL SUPPORT, AND COMMUNITY COHESION LIMIT MANY PEOPLE'S ABILITY TO CARE FOR THEIR OWN AND/OR THEIR FAMILIES' HEALTH.- LOW INCOME. 35% OF ROXBURY RESIDENTS AND 41% OF MISSION HILL RESIDENTS LIVED BELOW THE FEDERAL POVERTY LINE COMPARED TO 22% FOR BOSTON AND 12% FOR THE COMMONWEALTH OVERALL. 58% OF ROXBURY'S POPULATION AND 62% OF MISSION HILL'S POPULATION LIVE IN HOUSEHOLDS EARNING LESS THAN 200% OF THE FEDERAL POVERTY LEVEL COMPARED TO 38% FOR BOSTON AND 25% FOR THE COMMONWEALTH OVERALL.- ECONOMIC CHALLENGES. 79% OF ROXBURY'S HOUSING UNITS AND 91% OF MISSION HILL'S HOUSING UNITS WERE RENTER-OCCUPIED COMPARED TO 66% FOR BOSTON AND 38% FOR THE COMMONWEALTH. 46% OF ROXBURY RESIDENTS AND 50% OF MISSION HILL RESIDENTS LIVING IN RENTAL UNITS WERE CONSIDERED TO BE "HOUSE POOR" AS 35% OR MORE OF THEIR INCOME WAS SPENT ON HOUSING COMPARED TO 41% FOR BOSTON AND THE COMMONWEALTH.- EDUCATIONAL ATTAINMENT. 77% OF ROXBURY'S POPULATION AND 85% OF MISSION HILL'S POPULATION HAD A HIGH SCHOOL DEGREE OR HIGHER COMPARED TO 85% FOR BOSTON AND 90% FOR THE COMMONWEALTH. ONLY 23% OF ROXBURY'S POPULATION AND 36% OF MISSION HILL'S POPULATION HAD A BACHELOR'S DEGREE OR HIGHER COMPARED TO 45% FOR BOSTON AND 40% FOR THE COMMONWEALTH.- VIOLENCE. KEY INFORMANTS AND COMMUNITY FORUM ATTENDEES NAMED VIOLENCE AS A LEADING HEALTH AND SAFETY CONCERN. NEIGHBORHOOD VIOLENCE CAN SEVERELY LIMIT AN INDIVIDUAL'S ABILITY AND MOTIVATION TO EXERCISE AND PARTICIPATE IN OUTDOOR EVENTS AND ACTIVITIES. FURTHERMORE, STUDIES HAVE SHOWN THAT NEIGHBORHOODS IN WHICH RESIDENTS SHARE FEELINGS OF MUTUAL TRUST AND CONNECTEDNESS ARE MORE LIKELY TO WORK TOGETHER TO ACHIEVE COMMON GOALS, LIKE CLEANER AND SAFER PUBLIC SPACES, AND MAINTAIN SOCIAL CONTROLS THAT DISCOURAGE UNDESIRABLE BEHAVIORS, LIKE UNDERAGE SUBSTANCE USE AND GANG ACTIVITY. AMONG RESIDENTS OF ROXBURY, THE HOMICIDE RATE PER 100,000 POPULATION WAS 16.1 COMPARED TO 6.6 FOR BOSTON OVERALL.4 THE RATE OF NONFATAL GUNSHOT/STABBING EMERGENCY DEPARTMENT VISITS WAS 153.6 PER 100,000 POPULATION IN ROXBURY, COMPARED TO 76.9 FOR BOSTON OVERALL.- TRANSPORTATION. COMMUNITY FORUM ATTENDEES IDENTIFIED A NEED FOR A BROAD INTERVENTION TO ADDRESS TRANSPORTATION EQUITY ISSUES ON MISSION HILL. ACCESS TO AFFORDABLE AND RELIABLE FORMS OF TRANSPORTATION WAS A KEY AREA OF CONCERN FOR OLDER ADULTS, WHO RELY ON VARIOUS FORMS OF PUBLIC TRANSPORT TO ATTEND DOCTOR'S APPOINTMENTS, VISIT THE PHARMACY, AND ACCESS OTHER HEALTH AND SOCIAL SERVICES.- OLDER ADULTS. 12% OF ROXBURY'S POPULATION AND 7% OF MISSION HILL'S POPULATION IS OVER 65 YEARS OF AGE COMPARED TO 10% FOR BOSTON AND 14% FOR THE COMMONWEALTH. MANY FORUM ATTENDEES IDENTIFIED OLDER ADULTS AS A POPULATION THAT HAS UNIQUE NEEDS AND DISPARATE HEALTH OUTCOMES, YET ARE RELUCTANT TO VOICE CONCERNS OVER FEAR OF DISPLACEMENT FROM THEIR HOMES AND COMMUNITIES.- DISPARITIES IN HEALTH OUTCOMES EXIST IN NEBH CBSA BY RACE/ETHNICITY, FOREIGN BORN STATUS, AND LANGUAGE: AS WAS ESTABLISHED IN THE 2013 NEBH COMMUNITY BENEFITS CHNA REPORT, THERE ARE MAJOR HEALTH DISPARITIES FOR RESIDENTS LIVING IN NEBH'S CBSA. THIS IS PARTICULARLY TRUE FOR RACIALLY/ETHNICALLY DIVERSE, FOREIGN BORN, AND NON-ENGLISH SPEAKING RESIDENTS LIVING IN ROXBURY, AT THE HEART OF NEBH'S CBSA, WHICH FACE MANY OF THE MOST SIGNIFICANT DISPARITIES IN THE CITY OF BOSTON AND MASSACHUSETTS OVERALL. THE IMPACT OF RACISM, BARRIERS TO CARE, AND DISPARITIES IN HEALTH OUTCOMES THAT THOSE LIVING IN NEBH'S CBSA FACE ARE WIDELY DOCUMENTED IN THE LITERATURE AND ARE CONFIRMED BY NUMEROUS NATIONAL, COMMONWEALTH, AND LOCAL DATA SOURCES, INCLUDING QUANTITATIVE DATA FROM THE BOSTON PUBLIC HEALTH COMMISSION 2014-15 HEALTH OF BOSTON REPORT. IT SHOULD ALSO BE NOTED THAT ONE OF THE DOMINANT THEMES FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS LISTED ABOVE HAVE ON THE SERVICE AREA, PARTICULARLY ON LOW INCOME, RACIALLY/ETHNICALLY DIVERSE, AND OLDER ADULT COHORTS.- RACE/ETHNICITY. 9% OF ROXBURY'S POPULATION AND 45% OF MISSION HILL'S POPULATION IS NON- HISPANIC WHITE COMPARED TO 75% FOR BOSTON AND THE COMMONWEALTH. NON-HISPANIC BLACKS, NON-HISPANIC ASIANS, AND HISPANICS REPRESENT A SIGNIFICANTLY LARGER PERCENTAGE OF ROXBURY'S POPULATION (55%, 2%, 29%) AND MISSION HILL'S POPULATION (21%, 12%, 20%) COMPARED TO BOSTON (13%, 6%, 5%) AND THE COMMONWEALTH (6%, 6%, 10%).- FOREIGN BORN. 27% OF ROXBURY'S POPULATION AND 23% OF MISSION HILL'S POPULATION IS FOREIGN BORN COMPARED TO 15% FOR THE COMMONWEALTH.- LINGUISTICALLY ISOLATED. 43% OF ROXBURY'S POPULATION AND 39% OF MISSION HILL'S POPULATION IS LINGUISTICALLY ISOLATED COMPARED TO 37% FOR BOSTON AND 22% FOR THE COMMONWEALTH. 27% OF ROXBURY'S POPULATION AND 18% OF MISSION HILL'S POPULATION SPEAK SPANISH AT HOME COMPARED TO 16% FOR BOSTON AND 8% FOR THE COMMONWEALTH.IT IS CRUCIAL THAT THESE DISPARITIES BE ADDRESSED AND, TO THIS END, NEBH'S COMMUNITY HEALTH IMPROVEMENT PLAN CONTINUES TO INCLUDE A RANGE OF PROGRAMS THAT ARE TARGETED TO ADDRESS THESE DISPARITIES. HOWEVER, IT IS CRITICAL TO NOTE THAT THERE IS A MULTITUDE OF INDIVIDUAL, COMMUNITY AND SOCIETAL FACTORS THAT WORK TOGETHER TO CREATE THESE INEQUITIES. THE UNDERLYING ISSUE IS NOT ONLY RACE/ETHNICITY, FOREIGN BORN STATUS, OR LANGUAGE BUT RATHER A BROAD ARRAY OF INTER-RELATED ISSUES INCLUDING ECONOMIC OPPORTUNITY, EDUCATION, CRIME, AND COMMUNITY COHESION. ARGUABLY, THESE ARE THE LEADING DETERMINANTS OF HEALTH FOR ALL URBAN COMMUNITIES IN THE UNITED STATES, AND THEY ARE DAUNTING CHALLENGES. NEBH IS COMMITTED TO DOING WHAT IT CAN TO ADDRESS THESE FACTORS AND MANY OF THE COMPONENTS OF NEBH'S CHIP IS STRUCTURED TO ADDRESS THE EXISTING HEALTH DISPARITIES AND INEQUITIES IN SOME WAY.- LIMITED ACCESS TO PRIMARY CARE MEDICAL AND SPECIALTY CARE, ORAL HEALTH, AND BEHAVIORAL HEALTH SERVICES FOR LOW INCOME, MEDICAID INSURED, UNINSURED, AND OTHER POPULATION SEGMENTS FACING BARRIERS TO CARE. MASSACHUSETTS HAS ONE OF THE HIGHEST RATES OF HEALTH INSURANCE AND ONE OF THE STRONGEST, MOST ROBUST HEALTH SERVICE SYSTEMS IN THE NATION, YET THERE ARE STILL SUBSTANTIAL POCKETS OF LOW INCOME, MEDICAID INSURED, UNINSURED, AND UNDERINSURED RESIDENTS WHO HAVE LIMITED ACCESS TO NEEDED SERVICES AND/OR ARE NOT PROPERLY ENGAGED IN ESSENTIAL MEDICAL, ORAL, AND BEHAVIORAL HEALTH SERVICES. AS WILL BE DISCUSSED BELOW, THESE POPULATIONS ARE, IN TURN, MORE LIKELY TO USE THE EMERGENCY ROOM AND MORE LIKELY TO HAVE HEALTH RISK FACTORS SUCH AS OBESITY, POOR FITNESS, AND RISKY ALCOHOL USE AS WELL AS MORE LIKELY TO HAVE DIABETES, HYPERTENSION, AND ASTHMA.- LOW INCOME SEGMENTS MOST AT-RISK. KEY INFORMANTS AND COMMUNITY FORUM PARTICIPANTS STRESSED THE FACT THAT DESPITE THE RELATIVE AFFLUENCE OF THE AREA, THERE WERE POCKETS OF SERVICE AREA RESIDENTS WHO STRUGGLED WITH POOR HEALTH OUTCOMES AND FACED SIGNIFICANT BARRIERS TO ACCESS. THESE POPULATIONS WERE MORE LIKELY TO BE LOW INCOME, OLDER ADULT, AND FOREIGN BORN.- HIGH UNINSURANCE RATES IN LOW INCOME. AMONG LOW-INCOME RESIDENTS OF THE COMMONWEALTH, THE UNINSURANCE RATE WAS 8% - DOUBLE THE UNINSURANCE RATE OF THE COMMONWEALTH'S TOTAL POPULATION (4%). ACCORDING TO THE BLUE CROSS FOUNDATION, UNINSURED ADULTS IN THE COMMONWEALTH WERE MORE LIKELY TO BE YOUNG, MALE, AND SINGLE, WITH LOWER REPORTED EDUCATIONAL ATTAINMENT. HOWEVER, THE MAJORITY OF UNINSURED ADULTS WERE EMPLOYED.- LACK OF ACCESS TO PRIMARY MEDICAL AND ORAL HEALTH CARE SERVICES. UNINSURED ADULTS ARE LESS LIKELY TO USE HEALTH CARE SERVICES THAN THOSE THAT ARE INSURED. APPROXIMATELY 87% OF INSURED ADULTS IN THE COMMONWEALTH REPORTED VISITING A GENERAL PHYSICIAN WITHIN THE PAST 12 MONTHS, COMPARED TO 63% OF UNINSURED ADULTS. UNINSURED ADULTS ARE MORE LIKELY TO REPORT PROBLEMS OBTAINING CARE COMPARED TO THOSE THAT WERE INSURED (37% VERSUS 21%, RESPECTIVELY. MOST CONCERNING IS THAT AMONG ALL ADULTS WHO REPORTED A HEALTH CARE VISIT, UNINSURED ADULTS WERE NEARLY 30 PERCENTAGE POINTS LESS LIKELY TO RATE THE QUALITY OF CARE AS VERY GOOD OR EXCELLENT.15 FINALLY, 3 IN 10 (30.1%) OF THOSE LIVING AT 138% OF THE FEDERAL POVERTY LEVEL OR BELOW REPORTED NOT GETTING NEEDED DENTAL CARE DUE TO COST AND 1 IN 5 (19.3%) WERE NOT ABLE TO FILL A NEEDED DRUG PRESCRIPTION DUE TO COST. - LACK OF ACCESS TO BEHAVIORAL HEALTH SERVICES ONE OF THE MOST COMMON FINDINGS FROM THOSE WHO WERE INTERVIEWED OR PARTICIPATED IN THE COMMUNITY FORUMS WAS THE BURDEN OF MENTAL HEALTH AND SUBSTANCE ABUSE ON RESIDENTS THROUGHOUT NEBH'S SERVICE AREA. RESIDENTS SUFFERED FROM A BROAD RANGE OF ISSUES INCLUDING DEPRESSION, ANXIETY, DEMENTIA, ALCOHOL ABUSE, AND OPIOID ABUSE. IN ADDITION TO DISCUSSING THE BURDEN OF THESE ISSUES ON INDIVIDUALS, FAMILIES, AND THE COMMUNITY, PARTICIPANTS REFLECTED ON THE LACK OF EDUCATIONAL, ASSESSMENT, AND TREATMENT SERVICES AVAILABLE IN THE COMMUNITY TO SUPPORT THOSE WITH BEHAVIORAL HEALTH ISSUES.- HIGHER EMERGENCY DEPARTMENT UTILIZATION. APPROXIMATELY 38% OF UNINSURED ADULTS IN THE COMMONWEALTH REPORTED VISITING THE EMERGENCY DEPARTMENT IN THE PAST YEAR; 18% REPORTED THAT THEIR MOST RECENT ED VISIT WAS FOR A NON-EMERGENCY CONDITION THAT COULD HAVE BEEN TREATED BY A GENERAL PHYSICIAN IF ONE WAS AVAILABLE. THIS COMPARED TO 32% AND 13%, RESPECTIVELY, FOR INSURED ADULTS.- HIGH RATES OF THE LEADING HEALTH RISK FACTORS. ONE OF THE LEADING FINDINGS FROM THE ASSESSMENT IS THAT MANY COMMUNITIES AND/OR POPULATION SEGMENTS IN NEBH'S CBSA HAVE HIGH RATES OF CHRONIC PHYSICAL AND BEHAVIORAL HEALTH CONDITIONS. IN SOME INDIVIDUALS, THESE CONDITIONS HAVE UNDERLYING GENETIC ROOTS THAT ARE DIFFICULT TO COUNTER. HOWEVER, FOR MOST PEOPLE THESE CONDITIONS ARE WIDELY CONSIDERED TO BE PREVENTABLE OR MANAGEABLE. ADDRESSING THE LEADING HEALTH RISK FACTORS (E.G., LACK OF NUTRITIONAL FOOD AND PHYSICAL ACTIVITY, ALCOHOL/ILLICIT DRUG ABUSE, AND TOBACCO USE) IS CRITICAL TO CHRONIC DISEASE PREVENTION AND MANAGEMENT EFFORTS. IT SHOULD BE NOTED THAT MOST AREAS WITHIN NEBH'S SERVICE AREA FARE WELL AGAINST COMMONWEALTH AVERAGES ON THESE RISK FACTORS. HOWEVER, THERE ARE CITIES/TOWNS WHOSE RATES ARE NOT AS FAVORABLE. AS STATED ABOVE, LOW-INCOME, FOREIGN BORN, AND OLDER SEGMENTS OF THE POPULATION ARE MORE LIKELY TO BE AT-RISK.- OVERWEIGHT/OBESE. 30% OF ROXBURY ADULTS REPORTED IN OBESE CATEGORIES COMPARED TO 22% FOR BOSTON. 30% OF ROXBURY ADULTS CONSUMED VEGETABLES LESS THAN ONCE PER DAY COMPARED TO 25% FOR BOSTON.- CIGARETTE SMOKING. 18% OF ROXBURY ADULTS REPORTED AS CURRENT SMOKERS COMPARED TO 16% FOR BOSTON OVERALL.- ALCOHOL USE. ROXBURY'S ALCOHOL-RELATED HOSPITAL PATIENT ENCOUNTER RATE PER 1,000 POPULATION WAS 22.6 COMPARED TO 17.7 FOR BOSTON.- HIGH RATES OF SUBSTANCE USE AND MENTAL HEALTH ISSUES. DURING INTERVIEWS AND COMMUNITY FORUMS, RESIDENTS AND AREA SERVICE PROVIDERS SPOKE PASSIONATELY ABOUT THE TREMENDOUS IMPACT THAT MENTAL HEALTH AND SUBSTANCE USE ISSUES HAVE ON MANY INDIVIDUALS AND FAMILIES IN THE SERVICE AREA. DEPRESSION AND ANXIETY, ISOLATION, ALCOHOL ABUSE, OPIOID AND PRESCRIPTION DRUG ABUSE, AND POST-TRAUMATIC STRESS DISORDER WERE IDENTIFIED AS MAJOR HEALTH CONCERNS. OPIOID ABUSE WAS A PARTICULAR CONCERN FOR RESIDENTS AND SERVICE PROVIDERS IN NEBH'S SERVICE AREA AND THERE WERE CALLS FOR GREATER OUTREACH, EDUCATION, SCREENING, AND TREATMENT SERVICES FOR ALL SEGMENTS OF THE POPULATION. DESPITE THE BURDEN OF MENTAL HEALTH AND SUBSTANCE ABUSE ON ALL PEOPLE, THERE IS AN EXTREMELY LIMITED SERVICE SYSTEM AVAILABLE TO MEET SPECIALIZED NEEDS, ESPECIALLY FOR OLDER ADULTS, THOSE WITH MILD TO MODERATE EPISODIC ISSUES, AND THOSE WITH SEVERE, COMPLEX, CHRONIC CONDITIONS. EFFORTS NEED TO BE MADE TO EXPAND ACCESS, REDUCE BARRIERS TO CARE (INCLUDING STIGMA), AND IMPROVE THE QUALITY OF PRIMARY CARE AND SPECIALIZED BEHAVIORAL HEALTH SERVICES.- SUBSTANCE USE. ROXBURY'S RATE OF ADMISSIONS TO TREATMENT PROGRAMS FOR SUBSTANCE USE PER 1,000 POPULATION WAS 55.8 COMPARED TO 30.2 FOR BOSTON.- SUBSTANCE USE. ROXBURY'S ALCOHOL-RELATED HOSPITAL PATIENT ENCOUNTER RATE PER 1,000 POPULATION WAS 22.6 COMPARED TO 17.7 FOR BOSTON. SIMILARLY, THE DRUG-RELATED HOSPITAL PATIENT ENCOUNTER RATE PER 1,000 POPULATION WAS 12.2 COMPARED TO 6.8 FOR BOSTON.- SUBSTANCE USE. ROXBURY'S UNINTENTIONAL DRUG OVERDOSE DEATH RATE PER 100,000 POPULATION WAS 15.9 COMPARED TO 15.5 FOR BOSTON. THE UNINTENTIONAL OPIOID OVERDOSE/POISONING HOSPITAL PATIENT ENCOUNTER RATE WAS 1.9 FOR ROXBURY COMPARED TO 1.1 FOR BOSTON.- SUBSTANCE USE. ROXBURY'S SUBSTANCE ABUSE MORTALITY RATE PER 100,000 RESIDENTS WAS36.3 COMPARED TO 33.9 FOR BOSTON (HOB 2012-2013 - AVERAGE ANNUAL RATES FOR 2005- 2011).- MENTAL HEALTH. THE RATE OF MENTAL HEALTH HOSPITALIZATIONS FOR ROXBURY WAS 9.0 COMPARED TO 8.0 FOR BOSTON.- MENTAL HEALTH. 13% OF ROXBURY ADULTS REPORTED AS BEING IN POOR MENTAL OR EMOTIONAL HEALTH MORE THAN 15 DAYS IN THE PAST MONTH COMPARED TO 12% FOR BOSTON RESIDENTS.- MENTAL HEALTH. KEY INFORMANTS AND COMMUNITY FORUM PARTICIPANTS IDENTIFIED ISOLATION AND DEPRESSION AS A LEADING ISSUE FACED BY THE AREA'S OLDER ADULT POPULATION. INTERVIEWEES AND FORUM PARTICIPANTS DISCUSSED ADDITIONAL CHALLENGES FACED BY OLDER ADULTS WHO ARE MORE LIKELY TO STRUGGLE WITH CHRONIC PHYSICAL HEALTH CONDITIONS. THEY FACE BARRIERS THAT MAKE IT HARDER FOR THEM TO LEAVE THEIR HOMES, ESPECIALLY IF THEY ARE SICK, FRAIL, OR DEPRESSED.- HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS, PARTICULARLY FOR LOW INCOME POPULATIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). THE ASSESSMENT'S QUANTITATIVE DATA SHOWS THAT, OVERALL, NEBH'S SERVICE AREA FARES BETTER THAN THE COMMONWEALTH WITH RESPECT TO CHRONIC DISEASE RATES. IT SHOULD BE NOTED THAT EVEN FOR THOSE COMMUNITIES THAT DO NOT HAVE RATES THAT ARE STATISTICALLY HIGHER THAN THE COMMONWEALTH, THESE CONDITIONS ARE STILL THE LEADING CAUSES OF PREMATURE DEATH.- CARDIOVASCULAR DISEASE. THE HOSPITALIZATION RATE PER 1,000 POPULATION DUE TO HEART DISEASE WAS 13.2 FOR ROXBURY COMPARED TO 9.1 FOR BOSTON. THE MORTALITY RATE PER 100,000 DUE TO HEART DISEASE WAS 148.3 FOR ROXBURY COMPARED TO 133.6 FOR BOSTON.- HYPERTENSION. THE HOSPITALIZATION RATE PER 100,000 DUE TO HYPERTENSION WAS 110 FOR BOSTON COMPARED TO 45 FOR THE COMMONWEALTH. 28.3% OF ROXBURY ADULTS REPORTED HAVING HYPERTENSION COMPARED TO 24% FOR BOSTON OVERALL.- DIABETES. THE DIABETES PREVALENCE IN ROXBURY WAS SIGNIFICANTLY HIGHER COMPARED TO BOSTON OVERALL. 15.1% OF ROXBURY ADULTS REPORTED HAVING DIABETES COMPARED TO 8.6% OF BOSTON ADULTS. THE HOSPITALIZATION RATE DUE TO DIABETES PER 1,000 POPULATION WAS 3.5 FOR ROXBURY, COMPARED TO 1.9 FOR BOSTON.- ASTHMA. 13.8% OF ROXBURY ADULTS REPORTED HAVING ASTHMA COMPARED TO 11.1% FOR BOSTON. THE HOSPITALIZATION RATE DUE TO ASTHMA PER 1,000 POPULATION WAS 5.9 FOR ROXBURY, COMPARED TO 2.6 FOR BOSTON. SIMILARLY, THE HOSPITAL EMERGENCY DISCHARGE PER 1,000 POPULATION DUE TO ASTHMA WAS 17.5 FOR ROXBURY, COMPARED TO 9.0 FOR BOSTON OVERALL.- HIGH RATES OF HIV/AIDS. GREAT STRIDES HAVE BEEN MADE IN CONTROLLING AND MANAGING HIV/AIDS, AND FOR MANY IT IS MANAGED AS A CHRONIC CONDITION WITH MEDICATIONS. ALTHOUGH RATES OF ILLNESS, DEATH, AND HIV TRANSMISSION DECLINED OVERALL IN THE PAST DECADE, HIV/AIDS CONTINUES TO IMPACT CERTAIN SEGMENTS OF THE POPULATION, INCLUDING MEN WHO HAVE SEX WITH MEN AND INJECTION DRUG USERS. IN NEBH'S CBSA, RATES OF HIV/AIDS ARE PARTICULARLY HIGH IN ROXBURY. THE HOSPITALIZATION RATE PER 100,000 WHERE HIV/AIDS WAS THE PRIMARY REASON FOR THE VISIT WAS 40 FOR BOSTON COMPARED TO 12 FOR THE COMMONWEALTH.- HIGH RATES OF CANCER, PARTICULARLY FOR LOW INCOME, RACIALLY/ETHNICALLY DIVERSE, AND OTHERWISE AT- RISK POPULATION SEGMENTS. MANY OF THE COMMUNITIES THAT ARE PART OF NEBH'S SERVICE AREA HAVE HIGH CANCER INCIDENCE, HOSPITALIZATION OR MORTALITY RATES. THIS IS PARTICULARLY TRUE FOR CERTAIN CANCERS IN SPECIFIC COMMUNITIES. ROXBURY IS MORE BURDENED BY COLORECTAL CANCER, BREAST CANCER, LUNG CANCER, PANCREATIC CANCER, AND PROSTATE CANCER. THERE ARE A MYRIAD OF FACTORS ASSOCIATED WITH CANCER AND MANY OF THEM ARE DIFFICULT TO ASSESS OR ADDRESS. HOWEVER, AT THE ROOT OF ADDRESSING CANCER AND HIGH MORTALITY IS SCREENING, EARLY DETECTION, PEER SUPPORT, AND ACCESS TO TIMELY, SUPPORTIVE, QUALITY TREATMENT.- CANCER. ROXBURY'S MORTALITY RATE DUE TO COLORECTAL CANCER PER 100,000 POPULATION WAS 25.5 COMPARED TO 16.4 FOR BOSTON. THE MORTALITY RATE DUE TO LUNG CANCER WAS 64.3 COMPARED TO 45.4 FOR BOSTON.- CANCER. ROXBURY'S MORTALITY RATE DUE TO BREAST CANCER IN FEMALES PER 100,000 POPULATION WAS 23.6 COMPARED TO 17.9 FOR BOSTON. THE MORTALITY RATE DUE TO PROSTATE CANCER WAS 49.5 COMPARED TO 25.7 FOR BOSTON.- CANCER. ROXBURY'S MORTALITY RATE DUE TO PANCREATIC CANCER PER 100,000 WAS 16.1 COMPARED TO 12.1 FOR BOSTON. COMMUNITY HEALTH PRIORITIES NEBH'S CHNA'S APPROACH AND PROCESS PROVIDED AMPLE OPPORTUNITY TO VET THE QUANTITATIVE AND QUALITATIVE DATA COMPILED DURING THE ASSESSMENT. NEBH HAS FRAMED THE COMMUNITY HEALTH NEEDS IN THREE PRIORITY AREAS, WHICH TOGETHER ENCOMPASS THE BROAD RANGE OF HEALTH ISSUES AND SOCIAL DETERMINANTS OF HEALTH FACING RESIDENTS LIVING IN NEBH'S CBSA. THESE THREE AREAS ARE: 1) SOCIAL DETERMINANTS HEALTH (INCLUDING POVERTY, FOOD INSECURITY, SAFETY AND VIOLENCE), 2) CHRONIC DISEASE MANAGEMENT AND PREVENTION (INCLUDING PHYSICAL, BEHAVIORAL, AND EMOTIONAL RISK FACTORS AS WELL AS CHRONIC DISEASE MANAGEMENT) AND 3) ELDER HEALTH (INCLUDING ACCESS TO CARE, FALLS PREVENTION, DEPRESSION/ANXIETY, AND ISOLATION).IT SHOULD BE NOTED THAT ONE OF THE PRIMARY DIFFERENCES WITH RESPECT TO NEBH'S COMMUNITY HEALTH ASSESSMENT IN 2016 COMPARED TO ITS ASSESSMENT IN 2013 WAS THE IMPACT AND BURDEN OF BEHAVIORAL HEALTH ISSUES. WHILE, NEBH DOES NOT HAVE THE EXPERTISE AND CAPACITY TO DEDICATE A GREAT DEAL OF COMMUNITY BENEFITS RESOURCES TO BEHAVIORAL HEALTH ISSUES, THE ORGANIZATION IS COMMITTED TO DOING WHAT IT CAN TO PROMOTE AWARENESS, EDUCATE, AND REDUCE THE IMPACTS OF BEHAVIORAL HEALTH ISSUES, PARTICULARLY FOR YOUTH/ADOLESCENT AND OLDER ADULT SEGMENTS OF ITS SERVICE AREA. FOR EXAMPLE, NEBH WORKS WITH COMMUNITY PARTNERS TO REDUCE VIOLENCE AND ITS IMPACTS AMONG YOUTH. NEBH ALSO PROMOTES PHYSICAL ACTIVITY AND SOCIALIZATION AMONG ITS OLDER ADULT POPULATION WHICH HAS CLEAR BENEFITS WITH RESPECT TO PHYSICAL AND EMOTIONAL WELL-BEING. FINALLY, WITH RESPECT TO CHRONIC DISEASE MANAGEMENT, NEBH SPONSORS EDUCATIONAL SESSIONS AND WORKSHOPS THAT EDUCATE PARTICIPANTS ON THE RISK FACTORS ASSOCIATED WITH CHRONIC DISEASE, INCLUDING THE PHYSICAL, BEHAVIORAL, AND EMOTIONAL FACTORS SUCH AS DEPRESSION, ALCOHOL AND DRUG ABUSE. COMMUNITY HEALTH NEEDS ASSESSMENT - ADDRESSING COMMUNITY HEALTH NEEDS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016LARGE PROPORTIONS OF INDIVIDUALS RESIDING WITHIN BOSTON AND NEBH'S COMMUNITY BENEFITS SERVICE AREA LIVE IN POVERTY, HAVE LIMITED FORMAL EDUCATION, ARE UNEMPLOYED, AND STRUGGLE TO AFFORD FOOD AND OTHER ESSENTIAL HOUSEHOLD ITEMS. THESE POPULATIONS ARE DISPROPORTIONATELY FROM RACIAL/ETHNIC MINORITY GROUPS AND, PARTLY AS A RESULT OF THEIR POVERTY, FACE DISPARITIES IN HEALTH AND ACCESS TO CARE OUTCOMES. IT IS CRITICAL TO NOTE THAT THERE IS A MULTITUDE OF INDIVIDUAL, COMMUNITY AND SOCIETAL FACTORS THAT WORK TOGETHER TO CREATE THESE INEQUITIES. IT IS INSUFFICIENT TO TALK SOLELY ABOUT RACE/ETHNICITY, FOREIGN BORN STATUS, OR LANGUAGE AS THE UNDERLYING AND CORRELATIVE ISSUES RELATED TO HEALTH AND WELL-BEING INVOLVE ECONOMIC OPPORTUNITY, EDUCATION, CRIME, AND COMMUNITY COHESION. NEBH STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY WHICH ARE AVAILABLE ON THE HOSPITAL'S WEBSITE. AS NOTED THROUGHOUT THIS FORM 990 SCHEDULE H, NEBH'S MOST RECENTLY COMPLETED CHNA WAS COMPLETED DURING THE FISCAL YEAR ENDED 2016. THAT CHNA AND IMPLEMENTATION STRATEGY (CHIP) ARE AVAILABLE ON THE NEBH WEBSITE AT:HTTPS://WWW.NEBH.ORG/ABOUT-NEBH/OUR-COMMUNITY/ IN ADDITION, THE CHNA WHICH WAS COMPLETED PREVIOUSLY COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2013 AND UNDER WHICH COMMUNITY BENEFITS ACTIVITIES WERE GUIDED FOR THE PERIOD COVERED BY THIS FILING IS AVAILABLE ON THE NEBH WEBSITE AT: HTTPS://WWW.NEBH.ORG/ABOUT-NEBH/OUR-COMMUNITY/BOTH SETS OF DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. (SCHEDULE H, PART V, SECTION B, LINE 7A)A SUMMARY OF NEBH'S COMMUNITY BENEFIT ACTIVITIES WHICH ADDRESS THE NEEDS IDENTIFIED IN THE CHNA COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 AND PRIORITIZED IN THE RELATED CHIP ARE PROVIDED HERE ALONG WITH THE ENTITIES WITH WHICH THE HOSPITAL PARTNERS RELATED TO THESE EFFORTS. PRIORITY AREA # 1: SOCIAL & ECONOMIC DETERMINANTS OF HEALTHA. INCREASE ACCESS TO HEALTHY FOODS AND OTHER BASIC HOUSEHOLD NEEDS - TARGET POPULATION: LOW-INCOME INDIVIDUALS AND FAMILIES - PROGRAMMATIC OBJECTIVES: I. EDUCATE INDIVIDUALS AND FAMILIES ABOUT HEALTHY EATING, MEAL PLANNING, HOUSEHOLD BUDGETING, ETC. II. DECREASE THE NUMBER OF INDIVIDUALS AND FAMILIES WHO SUFFER FROM FOOD INSECURITY AND/OR LACK BASIC HOUSEHOLD ITEMS - COMMUNITY ACTIVITIES: I. EMERGENCY FOOD PANTRY SERVICES FOR LOW-INCOME FAMILIES. NEBH PROVIDES FINANCIAL SUPPORT FOR THE FOOD PANTRY AT THE ABCD, PARKER HILL/FENWAY SITE. THE PANTRY PROVIDES EMERGENCY FOOD FOR LOW INCOME FAMILIES IN THE COMMUNITY. II. EMERGENCY FOOD FOR UNDERSERVED,LOW-INCOME RESIDENTS THAT LIVE IN MISSION HILL/ROXBURY. PROVIDED EMERGENCY FOOD TO FAMILIES IN NEED INCLUDING BABY FORMULA AND DIAPERS. NEBH WILL CONTINUE TO HELP FAMILIES IN OUR COMMUNITY THAT NEED FOOD. III. TURKEY GIVE-A-WAY DURING THANKSGIVING; NEBH PROVIDES FINANCIAL SUPPORT FOR THE SENIORS IN MISSION HILL DURING THE HOLIDAYS. THE MISSION HILL LEGACY PROJECT AND THE TOBIN COMMUNITY CENTER PROVIDED TURKEYS TO OVER 200 LOW INCOME SENIORS IN MISSION HILL/ROXBURY. IV. NEBH IS COMMITTED TO COMBATING HUNGER IN OUR LOCAL NEIGHBORHOOD BY PARTNERING WITH THE MISSION HILL ELEMENTARY SCHOOL AND MISSION HILL RESIDENTS. FOOD WAS PROVIDED TO TWENTY FAMILIES DURING THE HOLIDAYS AND SCHOOL VACATIONSV. THE DOE HOUSE IS ONE OF THE PINE STREET INN'S SUPPORTIVE HOUSING SITES FOR FORMER HOMELESS MEN AND WOMEN. STAFF PREPARE AND SERVE A HEALTHY MEAL FOR THEM AND SPEND TIME SOCIALIZING WITH THE RESIDENTS. DINNER IS HELD ON THE THIRD WEDNESDAY OF THE MONTH. EACH RESIDENT ALSO RECEIVES A GIFT CARD TO STOP AND SHOP.- COMMUNITY PARTNERS:- ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD)- SOCIEDAD LATINA- MISSION HILL ELEMENTARY SCHOOL- ROXBURY TENANTS OF HARVARD (RTH)- TOBIN COMMUNITY CENTER- FAIR FOODS- PINE STREET INN-DOE HOUSEB. INCREASE JOB OPPORTUNITIES FOR YOUTH AND ADULTS - TARGET POPULATION: YOUTH AND ADULTS- PROGRAMMATIC OBJECTIVES: I. PROJECT SEARCH HIGH SCHOOL TRANSITION PROGRAM : A ONE-YEAR, SCHOOL-TO- WORK PROGRAM THAT TAKES PLACE ENTIRELY AT THE WORKPLACE. TOTAL WORKPLACE IMMERSION FACILITATES A SEAMLESS COMBINATION OF CLASSROOM INSTRUCTION, CAREER EXPLORATION, AND RELEVANT JOB-SKILLS TRAINING THROUGH STRATEGICALLY DESIGNED INTERNSHIPS. THE PROGRAM PROVIDES REAL- LIFE WORK EXPERIENCE COMBINED WITH TRAINING IN EMPLOYABILITY AND INDEPENDENT LIVING SKILLS TO HELP YOUTHS WITH SIGNIFICANT DISABILITIES MAKE SUCCESSFUL TRANSITIONS FROM SCHOOL TO PRODUCTIVE ADULT LIFE.II. IMPROVEMENTS IN HEALTH STATUS BEGIN WITH KNOWLEDGE OF THE POPULATION'S CHARACTERISTICS AS WELL AS THE UNDERLYING SOCIAL, ECONOMIC, AND ENVIRONMENTAL FACTORS THAT IMPACT HEALTH AND HEALTH EQUITY. MORE SPECIFICALLY, DETERMINANTS SUCH AS POVERTY, EMPLOYMENT OPPORTUNITIES,VIOLENCE, TRANSPORTATION, RACIAL SEGREGATION, LITERACY, PROVIDER LINGUISTIC/CULTURAL COMPETENCY, SOCIAL SUPPORT, AND COMMUNITY COHESION LIMIT MANY PEOPLE'S ABILITY TO CARE FOR THEIR OWN AND/OR THEIR FAMILIES' HEALTH.III. THE HOSPITAL'S FOCUS FOR WORKFORCE DEVELOPMENT IS PROVIDING EMPLOYMENT, JOB TRAINING AND SUPPORTING THE EDUCATIONAL NEEDS OF OUR COMMUNITY RESIDENTS. IN ADDITION TO PROMOTING NEIGHBORHOOD DEVELOPMENT BY PROVIDING JOBS, THE HOSPITAL WORKS WITH SCHOOLS ON INTERNSHIPS TO HELP ENCOURAGE YOUNG PEOPLE TO ENTER HEALTHCARE AS A CAREER AND TO SUCCEED.- COMMUNITY ACTIVITIES: I. NEBH PARTNERED WITH MORGAN MEMORIAL, GOODWILL AND MADISON PARK HIGH SCHOOL TO OFFER A ONE-YEAR, SCHOOL-TO-WORK INTERNSHIP THROUGH THE PROJECT SEARCH HIGH SCHOOL TRANSITION PROGRAM.IN 2017, SIX STUDENTS PARTICIPATED IN THE PROGRAM. THE STUDENTS LEARNED SKILLS THAT WILL ENABLE THEM TO APPLY FOR A RELATED POSITION WHEN THEY GRADUATE FROM HIGH SCHOOL. EIGHT STUDENTS PARTICIPATE IN THE PROGRAM IN 2018. II. ABCD SUMMERWORKS PROGRAM OFFERS YOUTH LIVING IN MISSION HILL A MEANINGFUL WORK EXPERIENCE AT LOCAL NON-PROFIT, ACADEMIC, AND MEDICAL INSTITUTIONS DURING THE SUMMER. NEBH HAS SUPPORTED THIS PROGRAM FOR MANY YEARS, PROVIDING YOUTH LIVING IN MISSION HILL THE OPPORTUNITY FOR SUMMER EMPLOYMENT THROUGH ABCD.- COMMUNITY PARTNERS:- ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD)- SOCIEDAD LATINA- ROXBURY TENANTS OF HARVARD (RTH) - MISSION MAIN- TOBIN COMMUNITY CENTER- PRIVATE INDUSTRY COUNCIL (PIC) C. IMPROVE ACCESS AND SAFETY TO ESSENTIAL COMMUNITY VENUES FOR MISSION HILL - TARGET POPULATION: MISSION HILL COMMUNITY- PROGRAMMATIC OBJECTIVES: I. INCREASE THE NUMBER OF MISSION HILL RESIDENTS WHO HAVE ACCESS TO AFFORDABLE TRANSPORTATION TO ENSURE ACCESS TO BASIC NEEDS AND REDUCE ISOLATIONII. IMPROVE ACCESSIBILITY AND BEAUTIFY COMMUNITY PARKS AND OTHER AREASIII. REMOVE TRASH AND PROVIDE CLEANING SERVICES IN COMMUNITY IV. BECAUSE THE NEIGHBORHOOD OF MISSION HILL IS LOCATED ON A "HILL",THE NEED FOR TRANSPORTATION UP AND DOWN THE HILL IS NEEDED ESPECIALLY FOR THE ELDERLY. AS PEOPLE GROW OLDER, THE LEVEL OF MOBILITY THAT THE ELDERLY POPULATION HAS CAN BECOME LIMITED. THE NEED FOR A BUS IN THE MISSION HILL COMMUNITY IS MUCH NEEDED. WITHOUT THE MONETARY ASSISTANCE FROM NEBH AND THE MBTA, THE COMMUNITY WOULD NOT HAVE TRANSPORTATION UP AND DOWN THE HILL.- COMMUNITY ACTIVITIES: I. THE MISSION LINK BUS PROVIDES MUCH NEEDED TRANSPORTATION FOR THE ELDERLY, GETTING THEM TO AND FROM THEIR DOCTOR'S APPOINTMENTS, FOOD SHOPPING, PHARMACY, ETC. AS WELL AS PROVIDING THE OPPORTUNITY FOR THEM TO BE SOCIAL AND ACTIVE. NEBH IS COMMITTED TO ENABLING A HEALTHY LIFESTYLE FOR SENIORS THAT LIVE IN OUR COMMUNITY. MANY SENIORS WOULD NOT BE ABLE TO GET TO THEIR DOCTORS APPOINTMENTS, SHOP FOR FOOD,ATTEND EVENTS, ETC. IN MISSION HILL WITHOUT THE MISSION LINK BUS. II. MAINTENANCE OF THE CITY OF BOSTON'S MCLAUGHLIN PARK AND TWO BALL FIELDS ATOP MISSION HILL. THE CITY OF BOSTON'S MCLAUGHLIN PARK/FIELDS IS MAINTAINED ON A WEEKLY BASIS BY NEBH ALLOWING THE RESIDENTS OF MISSION HILL TO PLAY BASEBALL, SOFTBALL, SOCCER, ETC. THIS ALLOWS THE RESIDENTS TO MAINTAIN AN ACTIVE LIFESTYLE WITH PHYSICAL ACTIVITY. III. CLEANER NEIGHBORHOODS LEAD TO LOWER CRIME AND MORE ACTIVITY IN PARKS AND PLAY. MORE ACTIVITY LEADS TO BETTER HEALTH, IMPROVED PERFORMANCE IN SCHOOL AND LONG TERM ECONOMIC GAINS. SEVERAL LONG-TERM STUDIES HAVE BEEN DONE THAT SHOW THIS. CLEANER NEIGHBORHOOD. THEY DERIVE ECONOMIC VALUE FROM THIS AS WELL AS MENTAL AND PHYSICAL HEALTH BENEFITS. NEBH CONTINUES TO BEAUTIFY THE NEIGHBORHOOD HIRING A TRASH TRUCK EACH YEAR DURING STUDENT MOVE IN WEEK, HELPING WITH SNOW REMOVAL FOR THE CITY OF BOSTON, SWEEPING AND CLEANING THE STREETS THAT SURROUND THE HOSPITAL AND COMMUNITY AND WORKING WITH COMMUNITY MEMBERS AND MISSION MAIN STREETS ON KEEPING MISSION HILL CLEAN.- COMMUNITY PARTNERS:- MISSION LINK- FRIENDS OF MCLAUGHLIN PARK- CITY OF BOSTON- PROBLEM PROPERTIES TASK FORCE - MISSION HILL COMMUNITYPRIORITY AREA # 2 : OBESITY, FITNESS, NUTRITION, AND CHRONIC DISEASEA. PROMOTE GENERAL HEALTH AND WELLNESS- TARGET POPULATION: CHILDREN, YOUTH, AND ADULTS- PROGRAMMATIC OBJECTIVES: I. EDUCATE THE PUBLIC ABOUT HEALTH RISK FACTORS, HEALTH PROMOTION, AND BASIC WELLNESS - COMMUNITY ACTIVITIES:II. DECREASE THE NUMBER AND PERCENTAGE OF BOTH ADULTS AND CHILDREN WHO ARE OVERWEIGHT AND OBESE BY EDUCATING AND PROMOTING WELLNESS AND EXERCISE. NEBH CONTINUES TO MAINTAIN MCLAUGHLIN PARK IN MISSION HILL. THIS ALLOWS THE RESIDENTS OF BOSTON ACCESS TO TWO BALL FIELDS AND A PLAYGROUND, RESULTING IN ACTIVITY AND EXERCISE. B. INCREASE PHYSICAL ACTIVITY - TARGET POPULATION: CHILDREN, YOUTH, AND ADULTS- PROGRAMMATIC OBJECTIVES: I. EDUCATE ON HEALTHY EATING AND ACTIVE LIVING II. INCREASE THE NUMBER OF CHILDREN AND ADULTS WHO ARE PHYSICALLY ACTIVEIII. IMPROVE ACCESSIBILITY AND BEAUTIFY OF WALKWAYS, COMMUNITY PARKS,AND RECREATION AREAS- COMMUNITY ACTIVITIES:I. THE SUMMER CAMP AT THE BOSTON CENTER FOR YOUTH AND FAMILIES-TOBIN COMMUNITY CENTER, ENCOURAGES YOUNG CHILDREN TO EXERCISE AND KEEP ACTIVE TO PREVENT OBESITY. DURING THE SUMMER OF 2017, NEBH SPONSORED TEN ADOLESCENTS FROM MISSION HILL. THEY WERE ABLE TO ATTEND SUMMER CAMP, KEEPING THEM HEALTHY AND ACTIVE. II. NEBH HAS A LONG-STANDING COMMITMENT TO IMPROVING THE HEALTH STATUS OF BOSTON RESIDENTS, WITH A FOCUS ON MOVEMENT AND PREVENTION OF OBESITY. THE HOSPITAL SUPPORTS THE MISSION HILL LITTLE LEAGUE, BOSTON CENTER FOR YOUTH AND FAMILIES-TOBIN COMMUNITY CENTER, ROXBURY TENANTS OF HARVARD, MISSION HILL LEGACY PROJECT AND SOCIEDAD LATINA FOR THEIR PROGRAMS IN PHYSICAL ACTIVITY. EACH COMMUNITY GROUP HAS MANY EVENTS AND PROGRAMS THAT THE HOSPITAL SUPPORTS. THE HOSPITAL WILL CONTINUE TO SUPPORT THEIR PROGRAMS THAT KEEP PEOPLE ACTIVE AND MOVING.III. THIS PROGRAM ENCOURAGES ELDERLY MEMBERS OF THE BOSTON COMMUNITY TO MAINTAIN AN ACTIVE LIFESTYLE THROUGH PARTICIPATION IN FITNESS AND HEALTH EDUCATION CLASSES. TWO FITNESS CLASSES WERE HELD IN 2017, WITH OVER 150 SENIORS ATTENDING EACH SESSION. SENIORS PARTICIPATED IN PHYSICAL ACTIVITY AND LECTURES ABOUT NUTRITION AND HEALTHY EATING. NEBH NUTRITIONISTS, PHYSICAL THERAPISTS AND NURSES ARE PART OF THE PROGRAM. IV. THE JR. CELTICS PROGRAM CHALLENGES 3RD-5TH GRADERS TO DEVELOP THEIR BASKETBALL GAME THROUGH SKILLS, DRILLS AND LEADERSHIP TRAINING. ALSO PROVIDING PHYSICAL ACTIVITY. OVER 600 3RD-5TH GRADERS PARTICIPATED IN THIS ONGOING PROGRAM.C. INCREASE HEALTHY EATING- TARGET POPULATION: CHILDREN, YOUTH & ADULTS- PROGRAMMATIC OBJECTIVES: I. - EDUCATE ON HEALTHY EATING AND ACTIVE LIVING II. DECREASE THE NUMBER OF INDIVIDUALS AND FAMILIES WHO SUFFER FROM FOOD INSECURITYIII. INCREASING ACCESS TO HEALTHY FOODS, FRUITS, AND VEGETABLES- COMMUNITY ACTIVITIES:I. SUPPORT COMMUNITY FOOD PANTRIESII. SUPPORT AND PROMOTE THE DEVELOPMENT OF COMMUNITY WORKSHOPS, COOKING CLASSES, AND EDUCATION SESSIONSIII.PROMOTE PARTICIPATION IN MOBILE FARMERS' MARKETSIV. SUPPORT AND COLLABORATE WITH BOSTON FOOD & FITNESS COLLABORATIVEV. THERE IS A HUGE NEED IN MISSION HILL FOR ACCESS TO AFFORDABLE, HEALTHY FOOD. NEBH IS COMMITTED TO HELPING TO PROVIDE ACCESS TO AFFORDABLE,HEALTHY FOOD. NEBH OFFERS $1 COUPONS TO THE RESIDENTS OF ROXBURY TENANTS OF HARVARD (RTH) TO OFFSET THE COST OF FRESH FRUITS AND VEGETABLES AT THE $2 A BAG PROGRAM EACH MONTH AT RTH. OVER 100 PEOPLE PURCHASE FRESH FRUIT AND VEGETABLES EACH MONTH.D. INCREASING SCREENING, IDENTIFICATION AND REFERRAL FOR PEOPLE WITH CHRONIC DISEASE AND / OR ASSOCIATED RISK FACTORS- TARGET POPULATION: CHILDREN, YOUTH & ADULTS- PROGRAMMATIC OBJECTIVES:I. PROMOTE OBESITY SCREENING FOR CHILDREN AND YOUTH IN COMMUNITY BASED SETTINGII. LINK CHILDREN AND YOUTH WHO ARE OVERWEIGHT OR OBESE TO EVIDENCE BASED PROGRAMS THAT PROMOTE HEALTHY EATING AND ACTIVE LIVINGIII. INCREASE THE NUMBER OF ADULTS SCREENED FOR HYPERTENSION, DIABETES, DEPRESSION, HIGH CHOLESTEROL, AND OTHER LEADING CHRONIC DISEASESIV. LINK THOSE WHO HAVE CHRONIC DISEASE OR ITS ASSOCIATED RISK FACTORS TO PRIMARY CARE AND/OR EVIDENCE-BASED CHRONIC DISEASE MANAGEMENT PROGRAMS- COMMUNITY ACTIVITIES:I. SUPPORT AND PROMOTE COMMUNITY HEALTH FAIRS AND SCREENING/REFERRAL EVENTSII. DEVELOP PRIMARY AND SPECIALTY CARE REFERRAL NETWORKS FOR THOSE IN NEED SUPPORT AND COLLABORATE WITH BOSTON FOOD & FITNESS COLLABORATIVEIII. SUPPORT THE MISSION HILL HEALTH MOVEMENT'S ANNUAL HEALTH FAIR.- OBESITY, FITNESS, NUTRITION, AND CHRONIC DISEASE - COMMUNITY PARTNERS: - BOSTON PUBLIC HEALTH COMMISSION- SOCIEDAD LATINA- ROXBURY TENANTS OF HARVARD (RTH)- MISSION MAIN- TOBIN COMMUNITY CENTER- MISSION HILL HEALTH MOVEMENT- ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD)- PUBLIC HOUSING FACILITIES- LITTLE LEAGUE- MISSION HILL LEGACY PROJECT- MARIA SANCHEZ HOUSE- BOSTON CELTICS ***** PRIORITY AREA # 3 : ELDER HEALTH A. PROMOTE GENERAL HEALTH AND WELLNESS FOR ELDERS - TARGET POPULATION: ELDERS - PROGRAMMATIC OBJECTIVES: I. INCREASE GENERAL KNOWLEDGE ABOUT CHRONIC DISEASE, PHYSICAL ACTIVITY, NUTRITION, BEHAVIORAL HEALTH, AND FALLS PREVENTION - COMMUNITY ACTIVITIES: I. SUPPORT AND PROMOTE THE DEVELOPMENT OF COMMUNITY WORKSHOPS AND EDUCATIONAL SESSIONS II. CREATE AN ELDER HEALTH EDUCATION AND PREVENTION CENTERB. REDUCE FALLS FOR ELDERS - TARGET POPULATION: ELDERS - PROGRAMMATIC OBJECTIVES: I. INCREASE BALANCE TRAINING AND PHYSICAL ACTIVITY; MEDICAL MANAGEMENT OF EXISTING ILLNESS; AND ENVIRONMENTAL/HOME MODIFICATIONS C. DECREASE DEPRESSION AND SOCIAL ISOLATION IN ELDERS - TARGET POPULATION: ELDERS - PROGRAMMATIC OBJECTIVES: I. INCREASE THE NUMBER OF MISSION HILL RESIDENTS WHO HAVE ACCESS TO AFFORDABLE TRANSPORTATION II. REDUCE ISOLATION III. INCREASE SCREENING, IDENTIFICATION, AND REFERRAL FOR ELDERS WITH DEPRESSION - COMMUNITY ACTIVITIES: I. THERE ARE MANY ISSUES RELATED TO OLDER ADULT HEALTH WITH ISOLATION BEING ONE OF THEM. NEBH IS COMMITTED TO THE SENIORS LIVING IN AND AROUND MISSION HILL/ROXBURY/JAMAICA PLAIN TO HELP WITH ELDER ISOLATION. IN 2017, NEBH HELD A BIRTHDAY CELEBRATION EACH QUARTER FOR SENIORS LIVING IN MISSION HILL/ROXBURY/JAMAICA PLAIN. BETWEEN 100-125 SENIORS FROM THE AREA COME TO THE CELEBRATION. THE PARTY IS HELD AT A DIFFERENT HOUSING DEVELOPMENT OR COMMUNITY AGENCY 4 TIMES A YEAR. SENIORS RECEIVE A HEALTHY LUNCH, GIFT AND ENJOY ENTERTAINMENT. II. MONTHLY BINGO AT THE MARIA SANCHEZ HOUSE EACH MONTH, STAFF FROM NEBH PLAY BINGO WITH THE RESIDENTS OF THE MARIA SANCHEZ HOUSE.THIS HELPS WITH SOCIALIZING AND GETTING SENIORS OUT OF THEIR APARTMENT WHILE HAVING FUN. NEBH PROVIDES HEALTHY SNACKS AND PRIZES. III. THIS EXERCISE CLASS CONCENTRATES ON STRENGTH, BALANCE,FLEXIBILITY, AND ENDURANCE AND ENCOURAGES RELAXATION AND BREATHING TO FOCUS THE MIND AND DEAL WITH STRESS. EIGHT CLASSES WERE HELD OVER TWO MONTHS WITH 15 PEOPLE ATTENDING. WORKING WITH RTH ON INCREASING PARTICIPATION. D. INCREASE SCREENING, IDENTIFICATION AND REFERRAL FOR HEALTH ISSUES SUCH AS OSTEOPOROSIS, ARTHRITIS / LUPUS, AND DEPRESSION- TARGET POPULATION: ELDERS- PROGRAMMATIC OBJECTIVES: I. INCREASE THE NUMBER OF ELDERS SCREENED FOR OSTEOPOROSIS, ARTHRITIS/LUPUS, DEPRESSION, JOINT ISSUES, AND OTHER LEADING ELDER HEALTH ISSUES/CONDITIONS II. LINK THOSE WHO HAVE CHRONIC DISEASE OR OTHER HEALTH ISSUES TO APPROPRIATE PRIMARY AND SPECIALTY CARE - COMMUNITY ACTIVITIES: I. DEVELOP OR SUPPORT ELDER HEALTH SCREENING INITIATIVES II. DEVELOP PRIMARY CARE AND SPECIALTY CARE REFERRAL NETWORKS FOR THOSE IN NEED - ELDER CARE - COMMUNITY PARTNERS - BOSTON PUBLIC HEALTH COMMISSION - MISSION HILL HEALTH MOVEMENT - ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD) - ROXBURY TENANTS OF HARVARD (RTH) - LEGACY PROJECT - PUBLIC HOUSING FACILITIES - MA DEPARTMENT OF PUBLIC HEALTH - NEBH AND CAREGROUP MEMBER ORGANIZATIONSIN ADDITION TO THE PROGRAMS NOTED ABOVE, NEBH ENGAGED IN AND/OR PARTICIPATED IN THE COMMUNITY BENEFIT ACTIVITIES LISTED BELOW:MUSCULOSKELETAL HEALTH ARTHRITIS AND LUPUS SUPPORT GROUPTHE GOAL OF THIS INITIATIVE IS TO ADDRESS ACCESS, EDUCATION, TREATMENT, AND SUPPORT NEEDS OF PEOPLE WITH ARTHRITIS AND LUPUS, ESPECIALLY UNDER-SERVED POPULATIONS IN THE CITY OF BOSTON, TARGETING WOMEN OF COLOR. THE LONG-TERM GOAL IS TO MEET THE IDENTIFIED NEEDS OF MORE SUPPORT AND EDUCATION. ARTHRITIS FOUNDATIONTHE ARTHRITIS FOUNDATION'S WALK TO CURE ARTHRITIS ENCOURAGES PEOPLE TO MOVE TO PREVENT OR TREAT ARTHRITIS. THERE ARE 27 MILLION PEOPLE WITH OSTEOARTHRITIS, THE MOST COMMON FORM OF ARTHRITIS, 1.3 MILLION PEOPLE WITH RHEUMATOID ARTHRITIS, AN AUTOIMMUNE DISEASE THAT CAN LEAD TO CHRONIC PAIN, LOSS OF FUNCTION AND DEFORMITY AND 300,000 CHILDREN (OR ONE IN 250) WITH JUVENILE ARTHRITIS, WHICH AFFECTS CHILDREN BETWEEN THE AGES OF INFANCY AND 18. BY 2030, AN ESTIMATED 67 MILLION AMERICANS AGES 18 YEARS OR OLDER ARE PROJECTED TO HAVE DOCTOR-DIAGNOSED ARTHRITIS. NEW ENGLAND BAPTIST HOSPITAL (NEBH) HAS PARTNERED WITH THE ARTHRITIS FOUNDATION'S, GREATER BOSTON CHAPTER ON THEIR WALK TO CURE ARTHRITIS, IN THE FIGHT AGAINST ARTHRITIS BY RAISING AWARENESS AND REDUCING THE IMPACT OF ARTHRITIS, WHICH IS THE NATION'S LEADING CAUSE OF DISABILITY. OSTEOPOROSIS OSTEOPOROSIS IS A MAJOR PUBLIC HEALTH THREAT FOR AN ESTIMATED 54 MILLION AMERICANS AGE 50 AND OLDER. TWENTY PERCENT OF NON-HISPANIC CAUCASIAN AND ASIAN WOMEN AGED 50 AND OLDER ARE ESTIMATED TO HAVE OSTEOPOROSIS, AND 52 PERCENT ARE ESTIMATED TO HAVE LOW BONE MASS. THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH (DPH) HAS IDENTIFIED OSTEOPOROSIS AS A PUBLIC HEALTH ISSUE AND ESTABLISHED THE OSTEOPOROSIS AWARENESS PROGRAM. PHYSICAL ACTIVITY CAN IMPROVE THE OVERALL HEALTH AND WELL-BEING OF OLDER ADULTS. EVEN MODEST LEVELS OF ACTIVITY, DONE EACH DAY FOR A TOTAL OF 30 MINUTES, CAN PREVENT OR CONTROL OSTEOPOROSIS AND WEIGHT GAIN. NEBH SUPPORTS TWO WALKING GROUPS AT ROXBURY TENANTS OF HARVARD: A WALKING/EXERCISE PROGRAM HELD IN MISSION HILL, SERVING BETWEEN 20-40 WOMEN AND MEN BETWEEN THE AGES OF 40 AND 90 FROM ALL ETHNIC BACKGROUNDS AT EACH SESSION. THE HOSPITAL ALSO OFFERS EDUCATIONAL PROGRAMS SUCH AS STRETCHING, EATING HEALTHY, ETC. TO THIS GROUP. JR. CELTICS PROGRAM THE JR. CELTICS PROGRAM, PRESENTED BY NEW ENGLAND BAPTIST HOSPITAL, CHALLENGES OVER 350 3RD TO 5TH GRADERS TO DEVELOP THEIR BASKETBALL GAME THROUGH SKILLS, DRILLS AND LEADERSHIP TRAINING AND SO KEEPING THEM ACTIVE WITH PHYSICAL EXERCISE. THE JR. CELTICS HELD 2 PROGRAMS IN THE MISSION HILL AREA THAT BENEFITTED YOUTH IN MISSION HILL.MOBILITY AND ELDERLY TRANSPORTATION - THE MISSION LINKBECAUSE THE NEIGHBORHOOD OF MISSION HILL IS LOCATED ON A STEEP HILL, AT THE HIGHEST ELEVATION IN BOSTON, IT PRESENTS A SIGNIFICANT ISSUE TO MOBILITY FOR THE ELDERLY POPULATION. THE NEED FOR REGULAR TRANSPORTATION TO AVOID SOCIAL ISOLATION OF THOSE SENIORS IN THE MISSION HILL COMMUNITY WAS IDENTIFIED AS A CRITICAL ISSUE DURING THE COMMUNITY HEALTH NEEDS ASSESSMENT. NEBH HAS BEEN A MAJOR SPONSOR OF THE MISSION LINK BUS FOR MANY YEARS TO INCREASE ACCESS TO HEALTHY FOOD OPTIONS, MEDICAL CARE, AND PUBLIC TRANSPORTATION. ELDER ISOLATIONTHE MISSION HILL LEGACY PROJECT BRINGS SENIORS FROM THROUGHOUT THE MISSION HILL NEIGHBORHOOD TOGETHER FOR SOCIAL AND EDUCATIONAL EVENTS. IT IS EVIDENT THAT THERE ARE MANY ISSUES RELATED TO OLDER ADULT HEALTH IN THE MISSION HILL COMMUNITY. NEBH IS COMMITTED TO THE MISSION HILL LEGACY PROJECT TO HELP WITH ELDER ISOLATION. NEBH PROVIDES AN EXERCISE PROGRAM AND A BIRTHDAY CELEBRATION PROGRAM THAT TRAVELS THROUGHOUT HOUSING DEVELOPMENTS IN MISSION HILL ON A QUARTERLY BASIS. OBESITY PREVENTION OBESITY HAS REACHED EPIDEMIC PROPORTIONS IN THE UNITED STATES. OBESITY IS BECOMING A MAJOR ISSUE IN MASSACHUSETTS AND HAS A SIGNIFICANT NEGATIVE IMPACT ON THE MUSCULOSKELETAL SYSTEM. NEBH HAS A LONG-STANDING COMMITMENT TO IMPROVING THE HEALTH STATUS OF BOSTON RESIDENTS, WITH A FOCUS ON MOVEMENT AND PREVENTION OF OBESITY. THE HOSPITAL SUPPORTS THE MISSION HILL LITTLE LEAGUE, MISSION HILL SOFTBALL LEAGUE, MAURICE J. TOBIN COMMUNITY CENTER, ROXBURY TENANTS OF HARVARD AND SOCIEDAD LATINA FOR THE PROGRAMS IN PHYSICAL ACTIVITY. THE HOSPITAL SUPPORTS THE GYM, LEAGUES, AND SUMMER CAMP AT THE MAURICE J. TOBIN COMMUNITY CENTER AS WELL AS THE HEALTH EDUCATORS IN ACTION PROGRAM AT SOCIEDAD LATINA. FOR MANY YEARS, NEBH HAS MAINTAINED AND IS A MAJOR CONTRIBUTOR TO THE LIGHTING AT MCLAUGHLIN FIELD AT NIGHT TO FOSTER ITS USE FOR PHYSICAL ACTIVITY. VIOLENCE PREVENTION CREATING A STRONG FEELING OF COMMUNITY AND FOCUSING ON YOUTH EDUCATION ARE TWO IMPORTANT ASPECTS OF VIOLENCE PREVENTION. NEBH WORKS WITH COMMUNITY GROUPS SUCH AS THE MISSION HILL YOUTH COLLABORATIVE (MHYC), THE MISSION HILL CRIME COMMITTEE AND THE BOSTON POLICE TO HELP EDUCATE OUR COMMUNITY AND TO KEEP OUR YOUTH ENGAGED IN PRODUCTIVE ACTIVITIES TO PREVENT VIOLENCE IN OUR COMMUNITY. THE MHYC SERVES OVER 1,500 YOUTH AND FAMILIES LIVING IN THE MISSION HILL AREA BY HOSTING EDUCATIONAL AND FUN EVENTS, SUCH AS HALLOWEEN ON THE HILL. SECURITY CAMERA'S AND ROUNDS NEBH PERFORMS SECURITY ROUNDS THROUGHOUT THE MISSION HILL AREA 7 DAYS A WEEK 24 HOURS A DAY AT SCHEDULED AND UNSCHEDULED INTERVALS. THIS SERVICE PROVIDES VIOLENCE DETERRENCE IN THE NEIGHBORHOOD. NEBH IN CONJUNCTION WITH COMMUNITY LEADERS REVIEWED AND UPGRADED ITS VIDEO SYSTEM TO ENHANCE NEIGHBORHOOD SECURITY. NEBH ALSO WORKS WITH THE MISSION HILL PROBLEM PROPERTIES TASK FORCES TO IMPROVE SAFETY AND SECURITY OF THE COMMUNITY. FOOD INSECURITY/HUNGER MISSION HILL ELEMENTARY SCHOOL, MISSION HILL LEGACY PROJECT AND BOSTONCANSHARE HUNGER IS ON THE RISE IN MASSACHUSETTS. FOOD IS NEEDED TO SUSTAIN FAMILIES DURING THE HOLIDAYS, SCHOOL VACATIONS AND WHEN THE CHILDREN ARE NOT ATTENDING SCHOOL. NEBH PARTNERED THE MISSION HILL ELEMENTARY SCHOOL AND THE MISSION HILL LEGACY PROJECT TO COMBAT HUNGER. NEBH IS COMMITTED TO COMBATING HUNGER IN OUR LOCAL NEIGHBORHOODS. EACH YEAR, MUCH NEEDED FOOD IS GIVEN DURING THE THANKSGIVING AND CHRISTMAS HOLIDAYS AND DURING SCHOOL VACATIONS. FOOD IS PROVIDED TO SUPPLEMENT STUDENT AND FAMILY FOOD NEEDS, AS MEALS ARE NOT SERVED BY THE SCHOOL SYSTEM DURING VACATIONS. LUNCH IS ALSO PROVIDED DURING THE WINTER MONTHS FOR CHILDREN PARTICIPATING IN THE YMCA AND THE CHILL FOUNDATION'S SKI PROGRAM. DURING THE HOLIDAYS, FOOD IS GIVEN TO SENIORS IN NEED THROUGH THE MISSION HILL LEGACY PROGRAM. NEBH DONATED TO THE BOSTON CAN SHARE PROGRAM WHICH IS THE ANNUAL FOOD DRIVE SPONSORED BY THE MAYOR'S OFFICE OF FOOD INITIATIVES.INCREASE ACCESS TO HEALTHY FOODS -- ACCESS TO HEALTHY FRUITS AND VEGETABLESAS IDENTIFIED IN THE CHNA, THERE IS A NEED IN MISSION HILL FOR ACCESS TO AFFORDABLE HEALTHY FOOD. NEBH IS COMMITTED TO PROVIDING ACCESS TO AFFORDABLE HEALTHY FOOD BY PARTNERING WITH THE MISSION HILL HEALTH MOVEMENT AND THE MISSION HILL FARMERS MARKET. NEBH OFFERED $2 COUPONS TO THE FARMERS MARKET EACH WEEK DURING THE SUMMER AND FALL TO MISSION HILL/ROXBURY RESIDENTS SO THAT THEY MAY PURCHASE FRESH FRUIT AND VEGETABLES AT A DISCOUNTED RATE. OVER 3,950 COUPONS WERE GIVEN OUT TO COMMUNITY RESIDENTS. 0 MISSION HILL LINK 8 BUCKNAM ST BOSTON MA 02120 042921969 501(C)(3) 52552 TRANSPORTATION FOR ELDERLY & RESIDENTS IN MISSION HILL BOSTON CELTICS SHAMROCK FOUNDATION 226 CAUSEWAY ST BOSTON MA 02114 043174933 501(C)(3) 66756 SUPPORT OF JR. CELTICS PROGRAM IN COMMUNITY SOCIEDAD LATINA 1530 TREMONT ST ROXBURY MA 02120 042678255 501(C)(3) 10000 HEALTH EDUCATION IN ACTION PROGRAM IN COMMUNITY ARTHRITIS FOUNDATION 29 CRAFTS ST CHATHAM 450 NEWTON MA 02458 042113261 501(C)(3) 25000 PREVENT & TREAT ARTHRITIS CITY OF BOSTON 1 CITY HALL SQ BOSTON MA 02201 23063 FACILITIES, SECURITY, EQUIPMENT FOR COMMUNITY 5 0 1 X X X X 0 0 0 0 0 0 0 1 0 BASILICO MD FACC FREDERICK C TRUSTEE (EX-OFF)/CHAIR OF MED 124416 124416 24938 24938 0 0 0 0 12427 12427 161781 161781 0 0 HANNON FACHE PATRICIA PRESIDENT/CEO/TRUSTEE (EX-OFF) 688300 21288 229502 7098 239504 7407 0 0 26325 814 1183631 36607 0 0 MATTINGLY MD DAVID TTEE(EXOFF)/SURG CHF/ORTHO CHR 150760 150760 34125 34125 0 0 0 0 286 286 185171 185171 0 0 SMITH RN MS MARY SULLIVAN TEE (EX-O), SVP, COO, CNO 335046 10362 79223 2450 4902 152 11399 353 3843 119 434413 13436 0 0 TROMANHAUSER MD SCOTT TRUSTEE/CHIEF MED QUAL OFFICER 96002 96002 21840 21840 369 369 0 0 21 21 118232 118232 0 0 GHERINGHELLI MSF THOMAS J SVP OF FINANCE & CFO 290847 8995 68409 2116 5378 166 28102 869 19349 598 412085 12744 0 0 GREENSPAN ELIZABETH SVP, CHIEF STRATEGY OFFICER 257781 7973 60686 1877 3894 120 11385 352 27726 857 361472 11179 0 0 PASSAFARO DAVID SVP, EXTERNAL AFFAIRS 230444 0 55965 0 1473 0 3075 0 26468 0 317425 0 0 0 THOMPSON LINDA E SVP, HR & SERVICE EXCELLENCE 250514 7748 60024 1856 1974 61 36919 1142 18967 587 368398 11394 0 0 HAYEK MD JIHAD PATHOLOGY CHAIR, NEBH 151966 151966 2000 2000 685 685 25012 25012 14657 14657 194320 194320 0 0 SCHNEIDER GARY CHIEF OF RESEARCH 232663 7196 55169 1706 0 0 9202 285 25107 776 322141 9963 0 0 HERMAN K MORGAN VP OF PHILANTHROPY 211623 0 51188 0 210 0 11280 0 32248 0 306549 0 0 0 CALLAHAN ANN E OR NURSE 200805 0 0 0 855 0 53540 0 12024 0 267224 0 0 0 RICHMOND MD JOHN C MED DIR, NETWORK DEVELOPMENT 81888 81888 18673 18673 0 0 0 0 193 193 100754 100754 0 0 MULKERRIN MS RN MAUREEN FORMER VP, TECHNOLOGY & CIO 109960 3401 40049 1239 243066 7518 44876 1388 5715 177 443666 13723 0 0 PART I, LINE 7 CONTINGENT COMPENSATION NEW ENGLAND BAPTIST HOSPITAL (NEBH) EXECUTIVES AND KEY EMPLOYEES MAY HAVE COMPENSATION PACKAGES THAT INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING NEBH'S BUDGETED CONSOLIDATED OPERATING MARGIN AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE AND KEY EMPLOYEE IS REVIEWED AND APPROVED BY THE NEBH COMPENSATION COMMITTEE WHICH, AS PREVIOUSLY NOTED, IS STAFFED BY INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, SCHEDULE J: ADDITIONAL COMPENSATION DISCLOSURES REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; VESTED AMOUNTS UNDER 457(F) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AND OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF TRUSTEE, AS DENOTED BY THE LISTED TITLES NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS NEBH AND NEBMA RESPECTIVELY. ARMELLO, JASON TRUSTEE - NEW ENGLAND BAPTIST HOSPITAL MR. ARMELLO DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. BARNETT, KEITH TRUSTEE - NEW ENGLAND BAPTIST HOSPITAL MR. BARNETT DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION BASILICO, M.D., F.A.C.C., FREDERICK C. TRUSTEE (EX-OFFICIO), PHYSICIAN IN CHIEF AND CHAIR OF MEDICINE - NEW ENGLAND BAPTIST HOSPITAL PRESIDENT, TRUSTEE (EX-OFFICIO), CHIEF OF MEDICINE - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSISTANT CLINICAL PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. BASILICO DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. BASILICO PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. BASILICO IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. BASILICO'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 124,416 INCENTIVE COMPENSATION: 24,938 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 12,427 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 124,416 INCENTIVE COMPENSATION: 24,938 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 12,427 BODE, M.D., ROBERT H. MEDICAL STAFF PRESIDENT AND TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL CHAIR, DEPARTMENT OF ANESTHESIA - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND BOARD CHAIR - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSOCIATE PROFESSOR OF ANESTHESIA - BOSTON UNIVERSITY MEDICAL SCHOOL DR. BODE'S POSITION AS TRUSTEE (EX-OFFICIO) AND PRESIDENT OF NEW ENGLAND BAPTIST HOSPITAL'S MEDICAL STAFF ENDED MARCH 29, 2017. DR. BODE DEVOTES, ON AVERAGE, A COMBINED 12 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. BODE IS THE CHAIR OF THE DEPARTMENT OF ANESTHESIA AT NEW ENGLAND BAPTIST HOSPITAL AND ALSO PROVIDES ADMINISTRATIVE AND MEDICAL SERVICES FOR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY NEBH FOR THE 2016 CALENDAR YEAR REPRESENTS PAYMENTS MADE TO DR. BODE BY ANESTHESIA ASSOCIATES OF MASSACHUSETTS, P.C. AND RELATED TO DR. BODE'S POSITION AS CHAIR OF THE DEPARTMENT OF ANESTHESIA AT NEW ENGLAND BAPTIST HOSPITAL. THE PORTION OF DR. BODE'S COMPENSATION ATTRIBUTABLE TO EACH SET OF RESPONSIBILITIES HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 34,821 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY NEBMA BASE COMPENSATION: 34,821 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 COLLINS, CHRISTOPHER TRUSTEE - NEW ENGLAND BAPTIST HOSPITAL MR. COLLINS' POSITION AS TRUSTEE OF NEW ENGLAND BAPTIST HOSPITAL BEGAN JULY 19, 2017. MR. COLLINS DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. HANNON, FACHE, PATRICIA TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MS. HANNON DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. HANNON PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, ALTHOUGH MS. HANNON IS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF HER COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 688,300 INCENTIVE COMPENSATION: 229,502 OTHER REPORTABLE COMPENSATION: 239,504 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 26,325 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 21,288 INCENTIVE COMPENSATION: 7,098 OTHER REPORTABLE COMPENSATION: 7,407 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 814 OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS TOTALING $227,500 DESIGNED TO PROVIDE MS. HANNON WITH SUPPLEMENTAL RETIREMENT BENEFITS. JENNY, CHRISTOPHER TRUSTEE - NEW ENGLAND BAPTIST HOSPITAL MR. JENNY DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. KOLLIGIAN, ESQ., JOAN TRUSTEE AND SECRETARY - NEW ENGLAND BAPTIST HOSPITAL MS. KOLLIGIAN DEVOTES, ON AVERAGE, 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION. LIBERT, JEFFREY TRUSTEE - NEW ENGLAND BAPTIST HOSPITAL MR. LIBERT DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. FORM 990, SCHEDULE J: ADDITIONAL COMPENSATION DISCLOSURES (CONTINUED) MATTINGLY, M.D., DAVID A. TRUSTEE (EX-OFFICIO), CHAIR OF ORTHOPEDICS AND SURGEON IN CHIEF - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) CHAIR OF ORTHOPEDICS AND SURGEON IN CHIEF - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSOCIATE CLINICAL PROFESSOR, ORTHOPEDIC SURGERY - TUFTS MEDICAL SCHOOL DR. MATTINGLY DEVOTES, ON AVERAGE, A COMBINED 30 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. MATTINGLY PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. MATTINGLY IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. MATTINGLY'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 150,760 INCENTIVE COMPENSATION: 34,125 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 286 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 150,760 INCENTIVE COMPENSATION: 34,125 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 286 NICHOLS, PETER TRUSTEE, CO-VICE CHAIR AND FORMER SECRETARY - NEW ENGLAND BAPTIST HOSPITAL DIRECTOR - CAREGROUP, INC. MR. NICHOLS DEVOTES, ON AVERAGE, A COMBINED 7 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. POGORZELSKI, DONALD E. TRUSTEE AND CO-VICE CHAIR - NEW ENGLAND BAPTIST HOSPITAL MR. POGORZELSKI DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. RUBENSTEIN, JAMES TRUSTEE - NEW ENGLAND BAPTIST HOSPITAL MR. RUBENSTEIN DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. SAMSEL, ERVEN TRUSTEE AND BOARD CHAIR - NEW ENGLAND BAPTIST HOSPITAL MR. SAMSEL DEVOTES, ON AVERAGE, 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION. SARGENT, GIRARD TRUSTEE AND TREASURER - NEW ENGLAND BAPTIST HOSPITAL MR. SARGENT SERVED AS TREASURER FOR NEW ENGLAND BAPTIST HOSPITAL FROM JANUARY 25 TO MARCH 16, 2017 WHEN HIS ROLES AS TRUSTEE AND TREASURER ENDED. MR. SARGENT DEVOTED, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. SMYTH, PETER TRUSTEE AND TREASURER - NEW ENGLAND BAPTIST HOSPITAL MR. SMYTH'S POSITIONS AS TRUSTEE AND TREASURER OF NEW ENGLAND BAPTIST HOSPITAL ENDED JANUARY 25, 2017. MR. SMYTH DEVOTED, ON AVERAGE, 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION. SPITZ, M.D., DAMON J. TRUSTEE (EX-OFFICIO), PRESIDENT OF THE MEDICAL STAFF AND CHAIR OF THE DEPARTMENT OF RADIOLOGY - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO), BOARD CHAIR, RADIOLOGY CHAIR - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSISTANT CLINICAL PROFESSOR, TUFTS MEDICAL SCHOOL DR. SPITZ'S POSITION AS TRUSTEE (EX-OFFICIO) AND PRESIDENT OF THE MEDICAL STAFF OF NEW ENGLAND BAPTIST HOSPITAL BEGAN MARCH 29, 2017. DR. SPITZ DEVOTES, ON AVERAGE, A COMBINED 12 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES LISTED HERE. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 30,100 INCENTIVE COMPENSATION: 6,026 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 30,100 INCENTIVE COMPENSATION: 6,026 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 SULLIVAN SMITH, R.N., M.S., MARY TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF NURSING OFFICER AND CHIEF COMPLIANCE AND PRIVACY OFFICER - NEW ENGLAND BAPTIST HOSPITAL MS. SULLIVAN SMITH DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND RELATED ENTITY MENTIONED BELOW. MS. SULLIVAN SMITH IS THE SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF NURSING OFFICER AND CHIEF COMPLIANCE & PRIVACY OFFICER FOR NEBH AND ALSO PROVIDES ADMINISTRATIVE AND MEDICAL MANAGEMENT SERVICES FOR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY FORM 990, ALTHOUGH MS. SULLIVAN SMITH IS PAID DIRECTLY BY NEBH, THE PORTION OF MS. SULLIVAN SMITH'S COMPENSATION ATTRIBUTABLE TO EACH SET OF RESPONSIBILITIES HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 335,046 INCENTIVE COMPENSATION: 79,223 OTHER REPORTABLE COMPENSATION: 4,902 DEFERRED COMPENSATION: 11,399 NON-TAXABLE BENEFITS: 3,843 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 10,362 INCENTIVE COMPENSATION: 2,450 OTHER REPORTABLE COMPENSATION: 152 DEFERRED COMPENSATION: 353 NON-TAXABLE BENEFITS: 119 TROMANHAUSER, M.D., SCOTT TRUSTEE, CHIEF MEDICAL QUALITY OFFICER AND DIRECTOR OF RESEARCH OPERATIONS - NEW ENGLAND BAPTIST HOSPITAL CHIEF MEDICAL QUALITY OFFICER AND CHIEF, SECTION OF SPINE SURGERY - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSISTANT CLINICAL PROFESSOR, ORTHOPEDIC SURGERY - TUFTS MEDICAL SCHOOL DR. TROMANHAUSER DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION, AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. TROMANHAUSER PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. TROMANHAUSER IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. TROMANHAUSER'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 96,002 INCENTIVE COMPENSATION: 21,840 OTHER REPORTABLE COMPENSATION: 369 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 21 PAYMENTS REPORTED BY NEBMA BASE COMPENSATION: 96,002 INCENTIVE COMPENSATION: 21,840 OTHER REPORTABLE COMPENSATION: 369 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 21 GHERINGHELLI, MSF, THOMAS, J. SENIOR VICE PRESIDENT OF FINANCE AND CHIEF FINANCIAL OFFICER - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MR. GHERINGHELLI DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MR. GHERINGHELLI PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, ALTHOUGH MR. GHERINGHELLI IS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF MR. GHERINGHELLI'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 290,847 INCENTIVE COMPENSATION: 68,409 OTHER REPORTABLE COMPENSATION: 5,378 DEFERRED COMPENSATION: 28,102 NON-TAXABLE BENEFITS: 19,349 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 8,995 INCENTIVE COMPENSATION: 2,116 OTHER REPORTABLE COMPENSATION: 166 DEFERRED COMPENSATION: 869 NON-TAXABLE BENEFITS: 598 FORM 990, SCHEDULE J: ADDITIONAL COMPENSATION DISCLOSURES (CONTINUED) GREENSPAN, ELIZABETH SENIOR VICE PRESIDENT, STRATEGY & BUSINESS DEVELOPMENT AND CHIEF STRATEGY OFFICER - NEW ENGLAND BAPTIST HOSPITAL MS. GREENSPAN'S POSITIONS AS SENIOR VICE PRESIDENT STRATEGY AND BUSINESS DEVELOPMENT AND CHIEF STRATEGY OFFICER OF NEW ENGLAND BAPTIST HOSPITAL ENDED JULY 15, 2017. MS. GREENSPAN DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND RELATED ENTITY MENTIONED BELOW. MS. GREENSPAN IS SENIOR VICE PRESIDENT, STRATEGY & BUSINESS DEVELOPMENT AND CHIEF STRATEGY OFFICER FOR NEW ENGLAND BAPTIST HOSPITAL AND ALSO PROVIDES SERVICES FOR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY FORM 990, ALTHOUGH MS. GREENSPAN IS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF MS. GREENSPAN COMPENSATION ATTRIBUTABLE TO EACH SET OF RESPONSIBILITIES HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 257,781 INCENTIVE COMPENSATION: 60,686 OTHER REPORTABLE COMPENSATION: 3,894 DEFERRED COMPENSATION: 11,385 NON-TAXABLE BENEFITS: 27,726 PAYMENTS REPORTED BY NEBMA BASE COMPENSATION: 7,973 INCENTIVE COMPENSATION: 1,877 OTHER REPORTABLE COMPENSATION: 120 DEFERRED COMPENSATION: 352 NON-TAXABLE BENEFITS: 857 THOMPSON, LINDA SENIOR VICE PRESIDENT, HUMAN RESOURCES AND SERVICE EXCELLENCE - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND SECRETARY - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MS. THOMPSON DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. THOMPSON IS THE SENIOR VICE PRESIDENT FOR HUMAN RESOURCES AND SERVICE EXCELLENCE FOR NEBH AND ALSO PROVIDES ADMINISTRATIVE AND MANAGEMENT SERVICES FOR NEBMA. AS REQUIRED BY FORM 990, ALTHOUGH MS. THOMPSON IS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF MS. THOMPSON'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 250,514 INCENTIVE COMPENSATION: 60,024 OTHER REPORTABLE COMPENSATION: 1,974 DEFERRED COMPENSATION: 36,919 NON-TAXABLE BENEFITS: 18,967 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 7,748 INCENTIVE COMPENSATION: 1,856 OTHER REPORTABLE COMPENSATION: 61 DEFERRED COMPENSATION: 1,142 NON-TAXABLE BENEFITS: 587 HAYEK, M.D., JIHAD CHAIRMAN, DEPARTMENT OF PATHOLOGY - NEW ENGLAND BAPTIST HOSPITAL IN HIS POSITION AS CHAIRMAN OF THE DEPARTMENT OF PATHOLOGY AT NEW ENGLAND BAPTIST HOSPITAL, DR. HAYEK PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES AND DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO NEBH AND NEBMA. AS REQUIRED BY FORM 990, ALTHOUGH DR. HAYEK IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. HAYEK'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 151,966 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 685 DEFERRED COMPENSATION: 25,012 NON-TAXABLE BENEFITS: 14,657 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 151,966 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 685 DEFERRED COMPENSATION: 25,012 NON-TAXABLE BENEFITS: 14,657 SCHNEIDER, PH.D., GARY CHIEF OF RESEARCH - NEW ENGLAND BAPTIST HOSPITAL CHIEF OF RESEARCH - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES DR. SCHNEIDER PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES AND DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO NEBH AND NEBMA. AS REQUIRED BY FORM 990, ALTHOUGH DR. SCHNEIDER IS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF DR. SCHNEIDER'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 232,663 INCENTIVE COMPENSATION: 55,169 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 9,202 NON-TAXABLE BENEFITS: 25,107 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 7,196 INCENTIVE COMPENSATION: 1,706 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 285 NON-TAXABLE BENEFITS: 776 HERMAN, K. MORGAN VICE PRESIDENT OF PHILANTHROPY - NEW ENGLAND BAPTIST HOSPITAL MS. HERMAN DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 211,623 INCENTIVE COMPENSATION: 51,188 OTHER REPORTABLE COMPENSATION: 210 DEFERRED COMPENSATION: 11,280 NON-TAXABLE BENEFITS: 32,248 RICHMOND, M.D., JOHN C. MEDICAL DIRECTOR FOR NETWORK DEVELOPMENT - NEW ENGLAND BAPTIST HOSPITAL PROFESSOR OF ORTHOPEDIC SURGERY - TUFTS MEDICAL SCHOOL DR. RICHMOND DEVOTES, ON AVERAGE, A COMBINED 24 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. IN HIS ROLE AS MEDICAL DIRECTOR FOR NETWORK DEVELOPMENT AT NEW ENGLAND BAPTIST HOSPITAL, DR. RICHMOND PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. RICHMOND IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. RICHMOND'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 81,888 INCENTIVE COMPENSATION: 18,673 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 193 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 81,888 INCENTIVE COMPENSATION: 18,673 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 193 CALLAHAN, ANN E. OR NURSE - NEW ENGLAND BAPTIST HOSPITAL MS. CALLAHAN DEVOTES 50 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 200,805 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 855 DEFERRED COMPENSATION: 53,540 NON-TAXABLE BENEFITS: 12,024 MULKERRIN, M.S., R.N., MAUREEN FORMER CHIEF INFORMATION OFFICER AND VICE PRESIDENT, INFORMATION TECHNOLOGY - NEW ENGLAND BAPTIST HOSPITAL MS. MULKERRIN SERVED IN THESE POSITIONS UNTIL JUNE 10, 2016. AMOUNTS REPORTED IN THIS FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2017 ARE FOR THE CALENDAR YEAR 2016. MS. MULKERRIN DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MS. MULKERRIN WAS THE CHIEF INFORMATION OFFICER AND VICE PRESIDENT OF INFORMATION TECHNOLOGY FOR NEW ENGLAND BAPTIST HOSPITAL AND ALSO PROVIDED ADMINISTRATIVE SERVICES FOR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY FORM 990, ALTHOUGH MS. MULKERRIN WAS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF MS. MULKERRIN'S COMPENSATION ATTRIBUTABLE TO EACH SET OF RESPONSIBILITIES HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 109,960 INCENTIVE COMPENSATION: 40,049 OTHER REPORTABLE COMPENSATION: 243,066 DEFERRED COMPENSATION: 44,876 NON-TAXABLE BENEFITS: 5,715 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 3,401 INCENTIVE COMPENSATION: 1,239 OTHER REPORTABLE COMPENSATION: 7,518 DEFERRED COMPENSATION: 1,388 NON-TAXABLE BENEFITS: 177 OTHER REPORTABLE COMPENSATION FOR MS. MULKERRIN INCLUDES $250,000 OF SEVERANCE. A MASS DEVELOPMENT FINANCE AGENCY 043431814 57584XMT5 2016-05-12 257611877 SEE PART VI 0 0 0 B MASS DEVELOPMENT FINANCE AGENCY 043431814 57584XDH1 2015-09-02 203702204 SEE PART VI 0 0 0 C MASS DEVELOPMENT FINANCE AGENCY 043431814 2012-07-11 49910000 REFUND ISSUE DATED 2/11/1998 0 0 0 D MASS DEVELOPMENT FINANCE AGENCY 043431814 2011-09-15 120280000 REFUND ISSUE DATED 2/11/1998 0 0 0 A 2980000 257618370 222053917 2515889 19006493 14042071 2016 0 1 1 1 B 14295000 203702204 97328921 2348479 104024804 1 1 1 1 C 49910000 368094 49541906 1 0 1 1 D 63350000 120280000 290672 119989328 1 0 1 1 A 0 1 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 0 0.00500 0.00300 0.00800 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 0 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K - EXPLANATORY STATEMENT CAREGROUP, INC., (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED THAT SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND THESE ENTITIES' PHYSICIAN GROUPS AND OTHER AFFILIATED ENTITIES.CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROW DEBT AS AN OBLIGATED GROUP. THE OBLIGATED GROUP MEMBERS ARE: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS - NEEDHAM (BID-NEEDHAM), MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH. THE INFORMATION REPORTED ON SCHEDULE K FOR BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER) REFLECTS THE COMBINED CAREGROUP OBLIGATED GROUP DEBT ISSUED AFTER DECEMBER 31, 2002 WITH AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF $100,000. SCHEDULE K PART 1F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES I BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES B BONDS, A PORTION OF THE CAREGROUP SERIES D BONDS AND ALL OF THE CAREGROUP SERIES E-1 BONDS CREATING AN IRREVOCABLE REFUNDING TRUST DATED MAY 12, 2016. - TO FINANCE AND REFINANCE THE ACQUISITION AND IMPLEMENTATION OF AN INTEGRATED INFORMATION TECHNOLOGY PLATFORM FOR MOUNT AUBURN HOSPITAL - TO FINANCE AND REFINANCE THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND THE CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO MISCELLANEOUS OBLIGATED GROUP FACILITIES SCHEDULE K (1 OF 2), PART 1, LINE B, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES H BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MILTON SERIES D BONDS, THE PLYMOUTH SERIES D BONDS, THE PLYMOUTH SERIES E BONDS, AND A PORTION OF THE CAREGROUP SERIES E BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 2, 2015 SCHEDULE K (1 OF 2), PART 1, LINE C, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES G BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 1,2012 SCHEDULE K (1 OF 2), PART 1, LINE D, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES F BONDS: - REFUNDING OF A PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 1, 2011 SCHEDULE K (2 OF 2), PART 1, LINE A, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES E BONDS: - TO FINANCE OR REFINANCE VARIOUS RENOVATION AND CONSTRUCTION PROJECTS AND CAPITAL EQUIPMENT ACQUISITIONS FOR THE MEDICAL CENTER - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR MAH'S NEW AND EXPANDED FACILITIES WITH APPROXIMATELY 250,000 SQUARE FEET OF NEW AND RENOVATED SPACE TO INCLUDE: A NEW SIX-STORY ACUTE CARE FACILITY TO SUPPORT ADDITIONAL CRITICAL CARE AND MEDICAL/SURGICAL BEDS, EXPANDED OPERATING ROOMS AND INTERVENTIONAL RADIOLOGY ROOMS AND A NEW PARKING GARAGE - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR NEBH'S MASTER FACILITY PLAN, INCLUDING A NEW ATRIUM OF APPROXIMATELY 2,740 SQUARE FEET, A PRE-OPERATIVE AND POST ANESTHESIA UNIT OF APPROXIMATELY 14, 310 SQUARE FEET, CONSTRUCTION OF A CENTRAL STERILE SUPPLY AREA OF APPROXIMATELY 8,290 SQUARE FEET AND CONSTRUCTION OF NEW OPERATING ROOMS OF APPROXIMATELY 18,615 SQUARE FEET; - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR BID-NEEDHAM'S NEW AND EXPANDED FACILITIES INCLUDING AN APPROXIMATELY 59,000 SQUARE FOOT PROJECT ON TWO FLOORS TO RENOVATE AND EXPAND SERVICES IN THE EMERGENCY DEPARTMENT, INPATIENT UNITS, RADIOLOGY DEPARTMENT AND ASSOCIATED SUPPORT SERVICES; - TO REFINANCE $201,975,000 OF DEBT PREVIOUSLY ISSUED BY MEMBERS OF THE OBLIGATED GROUP, INCLUDING $138,075,000 OF THE CAREGROUP SERIES C BONDS DESCRIBED BELOW. PURPOSES OF CAREGROUP SERIES D BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MAH SERIES B BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES C BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE BETH ISRAEL HOSPITAL ASSOCIATION SERIES G BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 FORM 990, SCHEDULE K (1 OF 2) PART II, COLUMN A, LINE 3 THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. FORM 990, SCHEDULE K (1 OF 2) PART II, COLUMNS A, B & C, LINE 11 THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW FORM 990, SCHEDULE K (1 OF 2) PART II, COLUMNS D, LINE 11 $8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER BEING REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW FORM 990, SCHEDULE K (2 OF 2) PART II, COLUMN A, LINE 2 THE AMOUNT OF BONDS LEGALLY DEFEASED: THE 2015 ISSUE ADVANCE REFUNDED $100,675,000 OF THE 1998 AND 2008 ISSUES. THESE BONDS WILL BE CALLED BY JULY 1, 2018; THE 2016 ISSUE ADVANCED REFUNDED $143,845,000 OF THE E-1 ISSUE. THOSE BONDS WILL BE CALLED BY JULY 1, 2018. FORM 990, SCHEDULE K (2 OF 2) PART II, COLUMN A, LINE 3 THE TOTAL PROCEEDS OF THE ISSUE EXCEED THE ISSUE PRICE DUE TO THE INVESTMENT EARNINGS ON THE PROJECT FUND. FORM 990, SCHEDULE K (2 OF 2) PART II, COLUMN A, LINE 11 THE OTHER SPENT PROCEEDS ARE THE PROCEEDS USED TO REFUND PRIOR ISSUE(S). THE AMOUNTS ARE NOT LISTED ON LINE 6 BECAUSE THEY ARE NO LONGER IN ESCROW. FORM 990, SCHEDULE K (1 OF 2) PART III, COLUMNS C AND D BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART III AS BOTH ISSUES WERE REFUNDINGS OF BONDS ISSUED PRIOR TO DECEMBER 31, 2002. FORM 990, SCHEDULE K (2 OF 2) PART IV, COLUMN A, LINE 2C AN ARBITRAGE REBATE CALCULATION WAS COMPLETED AS OF SEPTEMBER 30, 2012. FORM 990, SCHEDULE K PART III QUESTIONS 2 AND 3: FACILITIES FINANCED WITH TAX-EXEMPT BONDS ARE PRIMARILY OCCUPIED BY CAREGROUP AND ITS AFFILIATED TAX-EXEMPT ENTITIES, INCLUDING BUT NOT LIMITED TO THE MEDICAL CENTER, BID-NEEDHAM, BID-PLYMOUTH, BID-MILTON, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MAH, MAPS AND APG. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (I.E. CLEANING, PATIENT TRANSPORT, AND FOOD SERVICES) OR ENGAGE IN RESEARCH PURSUANT TO RESEARCH AGREEMENTS WITHIN TAX EXEMPT DEBT FINANCED SPACE. ANY SUCH AGREEMENTS IN PLACE AS OF SEPTEMBER 30, 2017 WERE REVIEWED TO ENSURE PROPER ACCOUNTING OF ANY PRIVATE USE GENERATED FROM SUCH ACTIVITIES. IN ADDITION, SUCH AGREEMENTS ARE GENERALLY REVIEWED BY INSIDE COUNSEL PRIOR TO FINALIZING. A MASS HEALTH AND ED FACILITIES AUTH 042456011 57586C3S2 2008-06-09 377527010 SEE PART VI 1 0 0 A 117220000 244520000 378911689 3929290 134556855 213068927 2011 1 0 1 1 A 0 1 1 1 0 0.00200 0.00100 0.00300 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DR ROBERT H BODE BUSINESS TRANSACTION 759502 SEE SUPPLIMENTAL INFORMATION 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 2374849 ANESTHESIA SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 564744 MARKETING AND PROMOTIONS 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 2240559 FACILITY MANAGEMENT & SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 7648153 MEDICAL/SURGICAL SUPPLIES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 645202 MEDICAL/SURGICAL SUPPLIES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 2224474 MEDICAL/SURGICAL SUPPLIES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 356353 PENSION SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 682364 LEGAL SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 9367391 EMPLOYEE HEALTHCARE INSURANCE 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 359832 SNOW REMOVAL SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 950957 WEBSITE/ADVERTISING 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 2296454 MEDICAL/SURGICAL SUPPLIES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1317974 CAFETERIA/SUPPORT SERVICES MANAGEMENT 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 152278 ARCHITECTURAL SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 18434360 MEDICAL/SURGICAL SUPPLIES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 427541 TELECOM SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 482719 SHUTTLE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 373794 OFFICE SUPPLIES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 2374849 CONSTRUCTION 0 PART IV, DR. ROBERT H. BODE DR. ROBERT H. BODE SERVED AS THE PRESIDENT OF THE NEW ENGLAND BAPTIST HOSPITAL MEDICAL STAFF AND AS AN EX-OFFICIO TRUSTEE THROUGH MARCH 29, 2017. IN ADDITION, DR. BODE SERVES AS THE CHAIR OF THE DEPARTMENT OF ANESTHESIA FOR NEW ENGLAND BAPTIST HOSPITAL. DR. BODE IS ALSO A DIRECTOR OF ANAESTHESIA ASSOCIATES OF MASSACHUSETTS, P.C. (AAM). DURING THE PERIOD COVERED BY THIS FILING, NEW ENGLAND BAPTIST HOSPITAL PAID $759,502 TO AAM FOR THE PROVISION OF SERVICES INCLUDING STAFFING FULL COVERAGE OF THE ANESTHESIA DEPARTMENT, INCLUDING SERVICES OF THE CHAIR OF THE ANESTHESIA DEPARTMENT. THE HOSPITAL ALSO RECEIVED $5,200 FROM AAM AS MEDICAL STAFF DUES. SEE FORM 990 SCHEDULE J FOR ADDITIONAL INFORMATION.NEW ENGLAND BAPTIST HOSPITAL (NEBH) MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, NEBH MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING.ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE NEBH CONFLICT OF INTEREST POLICY. X 13 76984 STOCK MARKET QUOTE 0 1 0 PART I, COLUMN (B): NEW ENGLAND BAPTIST HOSPITAL REPORTS THE NUMBER OF EACH SEPARATE GIFT AS AN ITEM FOR PURPOSES OF REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I & III: ORGANIZATION'S MISSION HTTP://WWW.NEBH.ORG/ABOUT-NEBH/MISSION/ NEW ENGLAND BAPTIST HOSPITAL WILL TRANSFORM PATIENTS' LIVES BY PROMOTING WELLNESS, RESTORING FUNCTION, LESSENING DISABILITY, ALLEVIATING PAIN, AND ADVANCING KNOWLEDGE IN MUSCULOSKELETAL DISEASES AND RELATED DISORDERS. FORM 990, PART III LINE 4A-D: EXEMPT PURPOSE ACHIEVEMENTS NEW ENGLAND BAPTIST HOSPITAL'S (NEBH OR HOSPITAL) PRIMARY PURPOSE IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF PATIENTS. PATIENT CARE AND COMFORT IS THE HOSPITAL'S HIGHEST MISSION. THE HOSPITAL OPERATES AS AN ADULT MEDICAL / SURGICAL HOSPITAL WITH A NATIONAL REPUTATION IN ORTHOPEDIC CARE. PATIENTS ARE OFFERED A FULL RANGE OF SERVICES IN ORTHOPEDICS AND RHEUMATOLOGY, JOINT REPLACEMENT, SPINE CARE, FOOT AND ANKLE CARE, HAND SURGERY, OCCUPATIONAL MEDICINE AND SPORTS MEDICINE. THE HOSPITAL PROVIDES HIGH QUALITY CLINICAL SERVICES DIVIDED INTO CARE CENTERS: ORTHOPEDIC, MEDICAL, SURGICAL, DIAGNOSTICS AND SUPPORT SERVICES, REHABILITATION SERVICES AND PATIENT CARE. THROUGH THESE CARE CENTERS, NEBH PATIENTS RECEIVE NOT ONLY THE FINEST ORTHOPEDIC SERVICES, BUT ALSO DIAGNOSTIC, SURGICAL, MEDICAL AND REHABILITATIVE TREATMENT THAT'S BEYOND COMPARE. NEW ENGLAND BAPTIST HOSPITAL STRIVES TO PROVIDE THE MOST ADVANCED METHODS OF HEALTH CARE COMBINED WITH COMPASSIONATE, HIGHLY SKILLED AND WELL TRAINED PROVIDERS OF CARE. NEBH NURSES AND HEALTH CARE PROFESSIONALS PROVIDE A COMPREHENSIVE ARRAY OF PROGRAMS AND SERVICES THAT ARE FOCUSED ON PATIENTS AND MEETING THE NEBH COMMUNITY'S HEALTH CARE NEEDS. CARE TO ALL PATIENTS NEBH IS A FRONTLINE CAREGIVER PROVIDING MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF ABILITY TO PAY. ALTHOUGH NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, THE HOSPITAL OFFERS CARE FOR ALL PATIENTS THAT COME TO THE FACILITY FOR URGENT, WALK-IN CARE 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR. NEBH ASSISTS PATIENTS IN OBTAINING FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND OTHER SOURCES WHENEVER APPROPRIATE. (SEE SCHEDULE H FOR ADDITIONAL DETAIL). I. MEDICARE: MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS AND NEBH PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 35.36% OR 42,303 OF NEBH'S PATIENT VISITS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO $68,479,716 IN NET PATIENT SERVICE REVENUE, HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $18,364,830. ALTHOUGH NEBH CONSIDERS THE PROVISION OF CLINICAL CARE TO MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, AS REQUIRED BY THE IRS REPORTING REQUIREMENTS, THE MAJORITY OF THIS SHORTFALL HAS NOT BEEN INCLUDED IN NEBH'S COMMUNITY BENEFIT CALCULATION ON PAGE 1 OF THE SCHEDULE H. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. IF NEBH HAD INCLUDED THE FULL MEDICARE SHORTFALL IN THE CHARITY CARE AND COMMUNITY BENEFIT CALCULATION, THE PERCENTAGE ON SCHEDULE H PART I LINE 7K WOULD HAVE INCREASED FROM 4.70% TO 12.23%. (SEE NARRATIVE SUPPORT TO SCHEDULE H FOR ADDITIONAL INFORMATION.) II. INPATIENT CARE: NEW ENGLAND BAPTIST HOSPITAL CARES FOR ITS PATIENTS IN ITS 118 LICENSED BEDS. DURING FISCAL YEAR 2017, NEBH ADMITTED 8,331 PATIENTS, INCLUDING: 8,265 SURGICAL ADMISSIONS AND 66 MEDICAL ADMISSIONS; TOTAL DISCHARGES WERE 8,365 PATIENTS; AND TOTAL PATIENT DAYS WERE 22,149. NET INPATIENT REVENUE, NOT INCLUDED IN PART I, FOR FISCAL YEAR 2017 WAS $110,807,773. III. COMMUNITY WALK-IN CLINIC/ AMBULATORY / EMERGENT CARE: ALTHOUGH NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, NEBH STILL PROVIDES CARE TO ALL WHO NEED URGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. ALL PATIENTS WHO PRESENT AT NEBH ARE TRIAGED TO THE APPROPRIATE VENUE FOR THEIR CARE DEPENDING UPON THEIR CLINICAL PRESENTATION. A PHYSICIAN AND NURSE CLINICAL TEAM COLLABORATES TO IDENTIFY VENUE PRIOR TO THE ARRIVAL OF PATIENT WHEN POSSIBLE. THE PHYSICIAN WILL MAKE A DETERMINATION AS TO THE BEST PATIENT DISPOSITION. CLINICAL SITUATIONS RECEIVED BY PHONE OR WALK-IN REQUIRING EMERGENCY MANAGEMENT ARE DIRECTED TO THE NEAREST EMERGENCY DEPARTMENT, SUCH AS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), A RELATED AFFILIATE WITH WHOM NEBH HAS AN EMERGENCY TRANSFER AGREEMENT. BIDMC IS AN ACADEMIC MEDICAL CENTER WHICH OPERATES A LEVEL 1 TRAUMA EMERGENCY DEPARTMENT 24 HOURS A DAY, 7 DAYS A WEEK AND WHICH IS LOCATED APPROXIMATELY 1 MILE FROM NEBH. ALL PATIENTS WHO COME TO NEBH, AND WHO CAN BE ADEQUATELY TREATED AT NEBH, ARE TREATED AND NOT TRANSFERRED, REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR CARE. OUTPATIENT STATISTICS AND FINANCIAL RESULTS: NEBH'S OUTPATIENT CLINICS AND OTHER DEPARTMENTS HAD OVER 118,000 PATIENT VISITS DURING FISCAL YEAR 2017. THIS INCLUDES VISITS TO NEBH'S OCCUPATIONAL MEDICINE, SPINE CLINIC, PAIN CLINIC, AMBULATORY, RADIOLOGY, LAB, PHYSICAL THERAPY AND OTHER ANCILLARY DEPARTMENTS. NET OUTPATIENT REVENUE, NOT INCLUDED IN PART I, FOR FISCAL YEAR 2017 WAS $44,857,213. IV. COMMUNITY HEALTHCARE & EDUCATION AND OTHER PROGRAM SERVICES IN ADDITION TO PROVIDING MEDICAL CARE, NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS ALSO COMMITTED TO THE MAINTENANCE AND SUPPORT OF EDUCATIONAL ACTIVITIES AND THE PROMOTION OF HEALTH AND HEALTHCARE WITHIN THE COMMUNITIES SERVED BY NEBH, AND BEYOND, AND TO THE QUALITY OF LIFE OF THOSE INDIVIDUALS. TO THIS END, NEBH ENGAGES IN MANY COMMUNITY BENEFIT ACTIVITIES AVAILABLE TO THE COMMUNITY AT LARGE, BUT ESPECIALLY FOCUSED ON THE NEIGHBORING AREA OF MISSION HILL, BOSTON, WHICH IS AN UNDERSERVED AREA. COMMUNITY BENEFITS MISSION STATEMENT APPROVED BY NEBH BOARD OF TRUSTEES, OCTOBER 2009 "NEW ENGLAND BAPTIST HOSPITAL IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED IN MUSCULOSKELETAL DISEASE AND COLLABORATE ON PROGRAMS TO ADDRESS THESE NEEDS, WITH SPECIAL FOCUS ON UNDERSERVED POPULATIONS THROUGH OUTREACH, EDUCATION AND PROVISION OF SERVICES TO ADDRESS MUSCULOSKELETAL HEALTH." A SUMMARY OF THE HOSPITAL'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ACCOMPLISHMENTS RELATED TO THE CHNA AND IMPLEMENTATION STRATEGY ARE INCLUDED IN DETAIL IN THE NOTES TO SCHEDULE H. A BRIEF LIST OF THE PROGRAM AND ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2017 IS BELOW. - MUSCULOSKELETAL HEALTH: ARTHRITIS, LUPUS, AND OSTEOPOROSIS PROGRAMS - OBESITY AND HUNGER PROGRAMS - VIOLENCE PREVENTION - COMMUNITY WORKFORCE DEVELOPMENT & JOB TRAINING - TRANSPORTATION FOR THE ELDERLY AND COMMUNITY - MISSION HILL / ROXBURY CLEAN NEIGHBORHOOD INITIATIVES FOR ADDITIONAL INFORMATION ON COMMUNITY BENEFITS PROVIDED SEE FORM 990 SCHEDULE H AND THE COMMUNITY BENEFITS REPORT WHICH WAS FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. RESEARCH NEW ENGLAND BAPTIST HOSPITAL HAS CONDUCTED AND SUPPORTED RESEARCH ACTIVITIES TO IMPROVE ITS METHODS AND ABILITIES TO CARE FOR PATIENTS. NEBH'S RESEARCH PROGRAM IS PRIMARILY SELF-FUNDED AND DURING THE PERIOD COVERED BY THIS FILING, NEBH'S RESEARCH ACTIVITIES TOTALED $1,650,381. OF THIS AMOUNT THE HOSPITAL RECEIVED $130,922 IN RESEARCH REVENUE AND THE REMAINING $1,519,459 WAS FUNDED FROM NEBH INTERNAL SOURCES. SEE SCHEDULE H AND RELATED NOTES FOR FURTHER EXPLANATIONS. FORM 990, PART IV, QUESTION 12A&B STATEMENT REGARDING AUDITED FINANCIAL STATEMENTS EXPLANATION OF CONSOLIDATED AUDIT THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF NEW ENGLAND BAPTIST HOSPITAL AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2017. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES FOR WHICH NEBH SERVES AS THE SOLE MEMBER. FORM 990, PART IV, QUESTION 24A: STATEMENT REGARDING TAX EXEMPT BOND ISSUE AS DESCRIBED IN THIS FORM 990, CAREGROUP, INC., IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL (NEBH). NEBH IS A MEMBER OF THE CAREGROUP OBLIGATED GROUP AND ITS TAX EXEMPT BOND FINANCING IS ISSUED THROUGH CAREGROUP. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE CAREGROUP OBLIGATED GROUP OUTSTANDING DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002 ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON THE BALANCE SHEET OF NEBH. FORM 990, PART IV QUESTION 24B: STATEMENT REGARDING TAX EXEMPT BOND ISSUE PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. FORM 990, PART V, QUESTION 7G: GIFTS OF QUALIFIED INTELLECTUAL PROPERTY NEW ENGLAND BAPTIST HOSPITAL DID NOT RECEIVE ANY CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY OR VEHICLES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2017 AND, AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. FORM 990, PART V, QUESTION 7H: NEW ENGLAND BAPTIST HOSPITAL DID NOT RECEIVE AND CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH WAS NOT REQUIRED TO FILE FORM 1098-C. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS AND FAMILY RELATIONSHIPS AS NOTED ABOVE AND AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, CAREGROUP IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP SERVES AS THE SOLE MEMBER OF THE NEBH AND NEBH SERVES AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA). CAREGROUP ALSO SERVES AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER AND MOUNT AUBURN HOSPITAL (MAH). IN TURN, BIDMC IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH) AND JORDAN HEALTH SYSTEMS, INC. (JHSI), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON) AND THE MILTON HOSPITAL FOUNDATION. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER AND ITS AFFILIATES ACCOMPLISH THEIR CHARITABLE PURPOSES. MAH SERVES AS THE SOLE MEMBER OF MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) AND CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS STATEMENT FORM 990, PART VI SECTION A, LINE 7A & B: GOVERNING BODY ELECTIONS & DECISIONS CAREGROUP, INC. IS THE SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL). ACCORDING TO NEBH BYLAWS, CAREGROUP APPROVES BUT DOES NOT ELECT MEMBERS OF THE GOVERNING BODY. THE MEMBER, ACCORDING TO NEBH'S BYLAWS, HAS THE FOLLOWING RIGHTS: - TO APPROVE THE PRESIDENT WHO SHALL BE NEBH'S REPRESENTATIVE IN THE MANAGEMENT OF THE HOSPITAL; - THE POWER AND AUTHORITY TO APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS FOR THE HOSPITAL; - TO APPROVE UNBUDGETED CAPITAL EXPENDITURES IN EXCESS OF 5% OF THE MOST RECENT APPROVED ANNUAL CAPITAL BUDGET IN THE AGGREGATE; - TO APPROVE ANY UNBUDGETED CAPITAL COMMITMENT IN EXCESS OF $5 MILLION; - TO SELECT THE INDEPENDENT AUDITORS TO EXAMINE THE FINANCIAL ACCOUNTS OF THE HOSPITAL; - TO APPROVE THE OVERALL STRATEGIC AND FINANCIAL PLANS FOR THE HOSPITAL, WHICH SHALL BE CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS AND PROGRAMS OF THE MEMBER; - TO APPROVE THE BORROWING OF, OR INCURRENCE OF DEBT, IN ANY AMOUNT, OTHER THAN (A) FOR PURPOSES OF SECURING WORKING CAPITAL FROM A LENDER WHICH SHALL HAVE BEEN APPROVED BY THE PARENT AND PURSUANT TO THEN-EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING WHICH SHALL HAVE BEEN APPROVED BY THE PARENT AND (B) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS ANTICIPATED IN AND CONSISTENT WITH THE ANNUAL OPERATING BUDGET OR A CAPITAL BUDGET WHICH SHALL HAVE BEEN APPROVED BY THE PARENT FOR THE YEAR IN WHICH INCURRED; AND, - TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE HOSPITAL, OR THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE HOSPITAL'S ASSETS, OR THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO OF ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENT BY THE HOSPITAL. THE MEMBER ALSO HAS THE POWER AND AUTHORITY TO INITIATE AND TO TAKE ON BEHALF OF THE HOSPITAL ANY OF THE FOREGOING ACTIONS DESCRIBED ABOVE, THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF THE HOSPITAL AND OTHER POWERS AND RIGHTS AS VESTED BY LAW. FORM 990, PART VI, SECTION A, LINE 7A SEE STATEMENT ABOVE. FORM 990, PART VI, SECTION A, LINE 7B SEE STATEMENT ABOVE. FORM 990, PART VI, SECTION B, LINE 11B PROCESS OF FORM 990 REVIEW BY THE GOVERNING BODY PRIOR TO FILING THE FORM 990, RELATED SCHEDULES AND REQUIRED DISCLOSURES (RETURN), THE RETURN IS REVIEWED BY THE HOSPITAL'S CHIEF FINANCIAL OFFICER, THE TAX DIRECTOR OF CAREGROUP, WHICH AS PREVIOUSLY NOTED IS THE MEMBER OF THE HOSPITAL AND THE RETURN IS REVIEWED AND SIGNED BY DELOITTE TAX, LLP. THE COMPLETE FORM 990 IS PRESENTED TO THE AUDIT, INTEGRITY AND ORGANIZATIONAL ETHICS (AIOE) COMMITTEE FOR REVIEW AND DISCUSSION. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE HOSPITAL'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST POLICY MONITORING & COMPLIANCE NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) HAS A COMPREHENSIVE DISCLOSURE OF MATERIAL INTERESTS / CONFLICTS OF INTEREST POLICY APPLICABLE TO BOTH NEBH AND ITS AFFILIATE, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA). AS NOTED IN THIS FILING, NEBH IS THE SOLE MEMBER OF NEBMA. PURSUANT TO THE POLICY, ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES OF BOTH ENTITIES ARE ASKED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE, WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIP MAINTAINED BY OFFICERS, TRUSTEES, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS, WHICH MAY RESULT IN A CONFLICT OF INTEREST. IN ADDITION, ANY INDIVIDUAL WHO COMMENCES A TERM AS AN OFFICER, TRUSTEE, OR KEY EMPLOYEE IS REQUIRED TO COMPLETE THE ANNUAL CONFLICT DISCLOSURE AT THE TIME SUCH POSITION COMMENCES. ALL ANNUAL DISCLOSURES ARE REVIEWED BY THE NEBH CHIEF COMPLIANCE & PRIVACY OFFICER FOR DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE DISCLOSURE OF MATERIAL INTEREST POLICY IS SUBJECT TO ONGOING REVIEW AND ACTION THROUGH THE NEBH COMPLIANCE OFFICE. PURSUANT TO THE DISCLOSURE OF MATERIAL INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. THE HOSPITAL CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS DISCLOSURE OF MATERIAL INTEREST POLICY THROUGH ITS AUDIT, INTEGRITY AND ORGANIZATIONAL ETHICS COMMITTEE (AIOE), A SUBCOMMITTEE OF THE BOARD OF TRUSTEES, AUTHORIZED BY THE HOSPITAL'S BY-LAWS AND COMPRISED BY INDEPENDENT TRUSTEES. THE COMMITTEE'S PURPOSE IS, AMONG OTHER THINGS, TO OVERSEE THE DESIGN AND IMPLEMENTATION OF THE HOSPITAL'S COMPLIANCE PROGRAM AND THE STEPS BEING TAKEN TO ENSURE AN EFFECTIVE COMPLIANCE PROGRAM IS IN PLACE, TO ENSURE THAT THERE IS ONGOING COMPLIANCE WITH RELEVANT LAWS AND REGULATIONS AND TO ENSURE THAT PROCESSES AND PROGRAMS PURSUE THE HIGHEST ETHICAL STANDARDS IN THE CONDUCT OF THE HOSPITAL'S MISSION. ADDITIONALLY, AS NOTED THROUGHOUT THESE NARRATIVE DISCLOSURES, CAREGROUP, INC. (CAREGROUP) IS THE SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL). IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE CAREGROUP TAX DEPARTMENT ISSUES A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE HOSPITAL BOARD OF TRUSTEES AS WELL AS CURRENT AND FORMER NEBH OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR THE HOSPITAL TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 PROCESS TO DETERMINE CEO, OFFICER, AND KEY EMPLOYEE COMPENSATION NEW ENGLAND BAPTIST HOSPITAL HAS AN EXECUTIVE COMMITTEE THAT ALSO FUNCTIONS AS THE HOSPITAL'S COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL MEMBERS ARE INDEPENDENT. THE EXECUTIVE COMMITTEE RETAINS A NATIONALLY RECOGNIZED COMPENSATION CONSULTANT TO PROVIDE AN INDEPENDENT ASSESSMENT OF MARKET DYNAMICS, PROGRAM COMPONENTS AND PROCESS, FAIR MARKET VALUE OF EXECUTIVE POSITIONS, COMPENSATION POLICY AND PRACTICES AND ADVISING THE COMMITTEE AS TO REASONABLENESS OF EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION GOVERNANCE DUTIES INCLUDE: - ANNUAL REVIEW OF PROGRAM, GOALS AND METRICS. - AN ANNUAL CALENDAR WITH MEETINGS, OBJECTIVES AND KEY DECISION POINTS IS SCHEDULED. - ACTIVITIES SUCH AS: IRS FORM 990 REVIEW, COMMITTEE UPDATES ON MARKET TRENDS, PERFORMANCE ASSESSMENT OF CEO AND REASONABLENESS OF CEO COMPENSATION IS PUBLISHED. - A REVIEW OF PERFORMANCE RESULTS IN THE VARIABLE COMPENSATION PROGRAM WITH VALIDATION BY CHAIRMAN OF AUDIT COMMITTEE IS PERFORMED. - A WELL-DEFINED PROCESS FOR SETTING SALARY, DETERMINING VARIABLE COMPENSATION DECISIONS AND THE PERFORMANCE OF THE CEO IS CONDUCTED. - BOARD BRIEFINGS AND COMMITTEE MEMBER EDUCATION ON EXECUTIVE COMPENSATION IS PERFORMED BY THE BOARD CHAIR. - THE NEBH CEO PARTICIPATED IN DISCUSSION ON PERFORMANCE AND IN DISCUSSION REGARDING MARKET CONTEXT FOR COMPENSATION, BUT DOES NOT PARTICIPATE IN SETTING CEO COMPENSATION IN ANY MANNER, SHAPE OR FORM. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON, MA 02120 FORM 990, PART XI, LINE 9: MINIMUM ADDITIONAL PENSION LIABILITY 5,925,825. NET ASSET TRANSFER FROM RELATED ENTITIES -4,741,610. PARTNERSHIP INCOME (GBMC MC) -52,622. FORM 990, PART XII, QUESTION 2B AND 2C: FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHT AS PREVIOUSLY REPORTED IN THIS FILING, NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS A PUBLIC CHARITY, EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE FINANCIAL RECORDS OF NEBH ARE AUDITED EACH YEAR AS PART OF THE NEBH CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS. AS PREVIOUSLY NOTED, FOR THE FISCAL PERIOD COVERED BY THIS FILING THE AUDIT WAS PREPARED AND SIGNED BY THE BOSTON, MA OFFICE OF KPMG. 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