FURP.ORG / PUBLIC DATA EXPLORER

JORDAN PHYSICIAN ASSOCIATES INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JORDAN PHYSICIAN ASSOCIATES INC (EIN 04-3228556)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-08-14
IRS object ID
201842269349302509
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-14T16:24:57-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043228556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORDAN PHYSICIAN ASSOCIATES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJORDBusinessNameControlTxt
Phone5088302005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STREETAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON RADZEVICHPersonNm
Person TitleCFOPersonTitleTxt
Phone5088302005PhoneNum
Signature2018-08-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2018-08-03PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJASON RADZEVICHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STREETAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,321,712GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BIDPLYMOUTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI-$796TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$26,379NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$17,301,055PYProgramServiceRevenueAmt
CY Program Service Revenue$26,481,958CYProgramServiceRevenueAmt
PY Investment Income-$87PYInvestmentIncomeAmt
CY Investment Income$9,401CYInvestmentIncomeAmt
PY Other Revenue$441,155PYOtherRevenueAmt
CY Other Revenue$778,759CYOtherRevenueAmt
PY Total Revenue$17,742,123PYTotalRevenueAmt
CY Total Revenue$27,270,118CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,329,579PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,826,406CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$23,992,256PYOtherExpensesAmt
CY Other Expenses$33,035,001CYOtherExpensesAmt
PY Total Expenses$25,321,835PYTotalExpensesAmt
CY Total Expenses$34,861,407CYTotalExpensesAmt
PY Revenues Less Expenses-$7,579,712PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,591,289CYRevenuesLessExpensesAmt
Total Assets BOY$5,782,367TotalAssetsBOYAmt
Total Assets EOY$6,460,645TotalAssetsEOYAmt
Total Liabilities BOY$3,893,198TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,003,312TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,889,169NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,457,333NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$31,534,836ExpenseAmt
Revenue$26,214,381RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,245,423ExpenseAmt
Revenue$1,043,596RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$32,780,259TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document34IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJASON RADZEVICHPersonNm
Phone5087462000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDIWCH STAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHAPIN MARY
TEE (EX-OFF), VP AMB SVCS1.0059.00Yes (X)$0$0$0
CHEN WENLIANG
TRUSTEE, GENERAL SURGEON60.000.00Yes (X)$131,327$0$23,017
COUGHLIN KEVIN
TRUSTEE/CEO/SVP SYS DVMT57.008.00Yes (X)$63,466$253,865$52,483Yes (X)
HINKLEY CLARK
CHAIR, TRUSTEE3.008.00Yes (X)$0$0$0
HOLDEN PETER J
DIR (EX-OFF)/PRESIDENT/CEO57.008.00Yes (X)$127,088$508,352$1,192,173Yes (X)
KOHLER MD ULRIKE
TRUSTEE, INTERNIST60.000.00Yes (X)$366,207$0$44,560
PASKOWSKI DC IAN
TRUSTEE; CHIROPRACTOR, BIDP59.001.00Yes (X)$0$204,433$28,230
NORRIS DENISE
SECRETARY8.0032.00$14,737$58,948$26,901Yes (X)
RADZEVICH JASON
VP OF FINANCE, CFO & TREASURER48.0012.00$68,222$272,889$56,685Yes (X)
BERRY-BARBOSA LISA
VP, HR48.0012.00$20,798$187,174$45,954Yes (X)
RUTHERFORD RON
CIO12.0048.00$46,176$184,704$43,973Yes (X)
JAMES DO SCOTT
VASCULAR SURGEON60.000.00$586,494$0$26,740Yes (X)
TIERNEY MATTHEW
LAPROSCOPIC SURGEON60.000.00$487,916$0$56,936Yes (X)
DAFFORD MD KURTUS
NEUROSURGEON60.000.00$380,463$0$55,936Yes (X)
GARSON MD GLEN
CARDIOLOGIST60.000.00$378,806$0$55,936Yes (X)
HARVEY MD KYLE
SURGEON60.000.00$333,273$0$42,032Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,004,973TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,670,365TotReportableCompRltdOrgAmt
Total Other Compensation$1,751,556TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ASSOCIATED PHYSICIANS OF HMFP
PO BOX 414977BOSTONMA022414977MEDICAL$22,266,570
AFFILIATED PHYSICIAN GROUP
464 HILLSIDE AVE ST 301NEEDHAMMA02494MEDICAL$9,361,406
HARVARD MEDICAL FACULTY PHYSICIANS AT BI
375 LONGWOOD AVE 3RD FLBOSTONMA02215MEDICAL$2,495,828
ECLINICAL WORKS
PO BOX 847950BOSTONMA022847950SOFTWARE$202,480
WHELAN FACILITIES MGMT
70 NORTH 2ND STNEW BEDFORDMA02740FACILITIES MANAGEMENT$123,495
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SPECIALTY CARE621400$25,438,362$25,438,362
HOSPITALIST CARE621110$1,043,596$1,043,596
FieldValueIRS element (for citing)
Total Program Service Revenue$26,481,958TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,401TotalRevenueColumnAmt
Exclusion$9,401ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$36,890RealAmt
Personal$1,400PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$51,594RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$14,704RealAmt
Personal$1,400PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$13,304TotalRevenueColumnAmt
Unrelated Business Revenue-$16,840UnrelatedBusinessRevenueAmt
Exclusion$3,536ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
EMPLOYEE LEASING900099$360,960$360,960
MEDICAL REBATES900099$203,267$203,267
MEDICAL ADVISORY FEES900099$16,044$16,044

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$211,792TotalRevenueColumnAmt
Related Or Exempt Func Income$211,792RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$792,063OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,270,118TotalRevenueColumnAmt
Related Or Exempt Func Income$27,257,977RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$796UnrelatedBusinessRevenueAmt
Exclusion$12,937ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,075,985TotalAmt
Program Services$605,218ProgramServicesAmt
Management And General$470,767ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$750,421TotalAmt
Program Services$258,461ProgramServicesAmt
Management And General$491,960ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$28,644,499TotalAmt
Program Services$28,181,844ProgramServicesAmt
Management And General$462,655ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,514,867TotalAmt
Program Services$925,884ProgramServicesAmt
Management And General$588,983ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,314,020TotalAmt
Program Services$1,254,115ProgramServicesAmt
Management And General$59,905ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$55,346TotalAmt
Program Services$53,413ProgramServicesAmt
Management And General$1,933ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$43,341TotalAmt
Program Services$39,176ProgramServicesAmt
Management And General$4,165ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,726TotalAmt
Program Services$8,726ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$426,524TotalAmt
Program Services$426,524ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$883,123TotalAmt
Program Services$883,123ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES AND MEMBERSHIPSDesc
Total$144,555TotalAmt
Program Services$143,775ProgramServicesAmt
Management And General$780ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,861,407TotalAmt
Program Services$32,780,259ProgramServicesAmt
Management And General$2,081,148ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$265,815BOYAmt
EOY$194,626EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,481,831BOYAmt
EOY$2,508,433EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$17,515BOYAmt
EOY$19,257EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$138,776BOYAmt
EOY$80,459EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$426,792BOYAmt
EOY$522,463EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,451,287LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,377,336LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,169,794BOYAmt
EOY$3,073,951EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$281,844BOYAmt
EOY$61,456EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,782,367BOYAmt
EOY$6,460,645EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$749,775BOYAmt
EOY$1,741,067EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,143,423BOYAmt
EOY$3,262,245EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,893,198BOYAmt
EOY$5,003,312EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,889,169BOYAmt
EOY$1,457,333EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,889,169BOYAmt
EOY$1,457,333EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,782,367BOYAmt
EOY$6,460,645EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$7,591,289ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$7,159,453OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,329,599CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,615,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,327,484CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,723,309CurrentTaxYearMinus1YearAmt
Current Tax Year$27,257,977CurrentTaxYearAmt
Total$98,254,325TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,329,599CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,615,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,327,484CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,723,309CurrentTaxYearMinus1YearAmt
Current Tax Year$27,257,977CurrentTaxYearAmt
Total$98,254,325TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$98,254,325PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$252CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,101CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$808CurrentTaxYearMinus1YearAmt
Current Tax Year$12,937CurrentTaxYearAmt
Total$16,033TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$252CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,101CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$808CurrentTaxYearMinus1YearAmt
Current Tax Year$12,937CurrentTaxYearAmt
Total$16,033TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$20,846CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,901CurrentTaxYearMinus1YearAmt
Total$75,357TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,329,851CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,637,903CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,364,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,743,018CurrentTaxYearMinus1YearAmt
Current Tax Year$27,270,914CurrentTaxYearAmt
Total$98,345,715TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99910PublicSupportCY509Pct
Public Support PY5090.99900PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,675,825OtherCostOrOtherBasisAmt
Depreciation$528,032DepreciationAmt
Book Value$2,147,793BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,765,313OtherCostOrOtherBasisAmt
Depreciation$849,304DepreciationAmt
Book Value$916,009BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,149OtherCostOrOtherBasisAmt
Book Value$10,149BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,073,951TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ESTIMATED THIRD PARTY SETTLEMENTS$441,021
DUE TO AFFILIATES$2,821,224
FieldValueIRS element (for citing)
Total Liability$3,262,245TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,725,168,000TotalRevEtcAuditedFinclStmtAmt
Other Revenue$2,697,846,288OtherRevenueAmt
Revenue Not Reported$2,697,846,288RevenueNotReportedAmt
Revenue Subtotal$27,321,712RevenueSubtotalAmt
Other Revenues Not Included-$51,594OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$51,594RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$27,270,118TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,636,962,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,602,100,593OtherExpensesIncludedAmt
Expenses Not Reported$2,602,100,593ExpensesNotReportedAmt
Expenses Subtotal$34,861,407ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,861,407TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:FINANCIAL STATEMENT FOOTNOTE REGARDING LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF JORDAN HEALTH SYSTEMS, INC (JHSI) AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH) AND JHSI SERVES AS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES. THE CONSOLIDATED FINANCIAL STATEMENTS OF BETH ISRAEL DEACONESS HOSPITAL -PLYMOUTH AND AFFILIATES ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF BIDMC AND AFFILIATES. THE TEXT OF THE FOOTNOTE BELOW IS FROM THE BIDMC CONSOLIDATED FINANCIAL STATEMENTS. THE MEDICAL CENTER, MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), BETH ISRAEL DEACONESS HOSPITAL - MILTON (BIDM), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BIDP), JORDAN HEALTH SYSTEMS, INC. AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) HAVE ALL BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE ORGANIZATIONS DESCRIBED IN 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. THE MEDICAL CENTER 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 OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE MEDICAL CENTER DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2017 OR 2016.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CONSOLIDATING AFFILIATES NET ELIMINATIONS 2,697,846,288.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES -51,594.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 51,594. CONSOLIDATING AFFILIATES NET ELIMINATIONS 2,602,048,999.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHEN WENLIANG
TRUSTEE, GENERAL SURGEON$129,911$0$0$0$1,416$0$4,267$0$18,750$0$154,344$0$0$0
COUGHLIN KEVIN
TRUSTEE/CEO/SVP SYS DVMT$63,205$252,819$0$0$261$1,046$6,090$24,361$4,406$17,626$73,962$295,852$0$0
HOLDEN PETER J
DIR (EX-OFF)/PRESIDENT/CEO$84,944$339,777$0$0$42,144$168,575$234,000$936,000$4,435$17,738$365,523$1,462,090$0$0
KOHLER MD ULRIKE
TRUSTEE, INTERNIST$179,715$0$183,807$0$2,685$0$16,999$0$27,561$0$410,767$0$0$0
PASKOWSKI DC IAN
TRUSTEE; CHIROPRACTOR, BIDP$0$185,938$0$17,714$0$781$0$7,401$0$20,829$0$232,663$0$0
RADZEVICH JASON
VP OF FINANCE, CFO & TREASURER$62,141$248,563$0$0$6,081$24,326$6,346$25,385$4,991$19,963$79,559$318,237$0$0
BERRY-BARBOSA LISA
VP, HR$20,290$182,606$0$0$508$4,568$2,142$19,276$2,454$22,082$25,394$228,532$0$0
RUTHERFORD RON
CIO$42,599$170,396$0$0$3,577$14,308$4,439$17,756$4,356$17,422$54,971$219,882$0$0
JAMES DO SCOTT
VASCULAR SURGEON$578,002$0$0$0$8,492$0$26,500$0$240$0$613,234$0$0$0
TIERNEY MATTHEW
LAPROSCOPIC SURGEON$361,712$0$121,803$0$4,401$0$26,500$0$30,436$0$544,852$0$0$0
DAFFORD MD KURTUS
NEUROSURGEON$376,764$0$0$0$3,699$0$26,500$0$29,436$0$436,399$0$0$0
GARSON MD GLEN
CARDIOLOGIST$371,764$0$0$0$7,042$0$26,500$0$29,436$0$434,742$0$0$0
HARVEY MD KYLE
SURGEON$329,902$0$0$0$3,371$0$26,000$0$16,032$0$375,305$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BPART I QUESTION 4A: SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS NOTED IN THIS FILING, MR. PETER HOLDEN SERVED IN HIS ROLE AS CHIEF EXECUTIVE OFFICER THROUGH NOVEMBER 4, 2016 AND BECAME ELIGIBLE FOR CERTAIN SALARY CONTINUATION PAYMENTS ON LEAVING THIS POSITION AS NOTED IN MORE DETAIL IN THE DISCLOSURES BELOW. PART I QUESTION 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN JORDAN PHYSICIAN ASSOCIATES' (JPA) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2017 IS CALENDAR YEAR 2016 DETAIL. AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS INC. AND BID-PLYMOUTH ARE AFFILIATES OF JPA AND ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. DURING THE 2016 CALENDAR YEAR, JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED AN IRC SECTION 457(B) PLAN PURSUANT TO WHICH ELIGIBLE EMPLOYEES COULD DEFER PART OF THEIR COMPENSATION. THIS PLAN WAS STRICTLY EMPLOYEE FUNDED WITH NO EMPLOYER DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THIS PLAN IS CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. AMOUNTS DEFERRED ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. DURING THAT SAME PERIOD, BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED TWO IRC SECTION 457(F) PLANS. THESE PLANS ARE STRICTLY EMPLOYER FUNDED WITH NO EMPLOYEE DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. EMPLOYER CONTRIBUTIONS TO EMPLOYEES WHICH ARE NOT VESTED ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. DISTRIBUTIONS FROM THESE PLANS AND/OR VESTED CONTRIBUTIONS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. IN ADDITION, AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER SERVES AS THE SOLE MEMBER OF BID-PLYMOUTH AND JHSI. DURING THE 2015 CALENDAR YEAR, THE MEDICAL CENTER WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM AND THE BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN. PURSUANT TO THESE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS AND/OR CAN DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. AMOUNTS DEFERRED BY PARTICIPANTS OR RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7NON-FIXED PAYMENTS CERTAIN JPA, BID-PLYMOUTH AND JHSI COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING JPA'S AND/OR BID-PLYMOUTH'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS. IN ADDITION, AS NOTED BELOW IN THIS FORM 990 SCHEDULE J, CERTAIN PHYSICIANS PROVIDING SERVICES TO JPA ARE EMPLOYED BY ASSOCIATED PHYSICIANS OF HARVARD MEDICAL PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP). THESE PHYSICIANS MAY ALSO HAVE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON GOALS AND OBJECTIVES SET BY THE APHMFP COMPENSATION COMMITTEE WHICH IS STAFFED BY INDEPENDENT BOARD MEMBERS.
SCHEDULE J EXPLANATORY FOOTNOTESREPORTABLE 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 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 DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES JORDAN PHYSICIAN ASSOCIATES, BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, BETH ISRAEL DEACONESS HOSPITAL-MILTON, BETH ISRAEL DEACONESS MEDICAL CENTER, JORDAN HEALTH SYSTEMS INC. AND ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS JPA, BID-PLYMOUTH, BID-MILTON, BIDMC, JHSI AND APHMFP RESPECTIVELY. CHAPIN, MARY TRUSTEE - JORDAN PHYSICIAN ASSOCIATES VICE PRESIDENT AMBULATORY SERVICES - JORDAN PHYSICIAN ASSOCIATES MS. CHAPIN'S TERM AS VICE PRESIDENT AMBULATORY SERVICES AND AS TRUSTEE FOR JORDAN PHYSICIAN ASSOCIATES BEGAN SEPTEMBER 18, 2017. MS. CHAPIN DEVOTES, ON AVERAGE, 60 HOUR PER WEEK TO THE REPORTING ORGANIZATION. CHEN, M.D., WENLIANG TRUSTEE, AND PHYSICIAN, GENERAL SURGERY - JORDAN PHYSICIAN ASSOCIATES DR. CHEN DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, DR. CHEN PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. CHEN'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 129,911 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,416 DEFERRED COMPENSATION: 4,267 NON-TAXABLE BENEFITS: 18,750 COUGHLIN, KEVIN DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER, SENIOR VICE PRESIDENT SYSTEMS DEVELOPMENT - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER, SENIOR VICE PRESIDENT SYSTEM DEVELOPMENT - JORDAN HEALTH SYSTEM, INC. CHIEF EXECUTIVE OFFICER, SENIOR VICE PRESIDENT SYSTEM DEVELOPMENT, TRUSTEE - JORDAN PHYSICIAN AFFILIATES MR. COUGHLIN SERVED AS INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES FROM NOVEMBER 5, 2016 TO JUNE 12, 2017 AT WHICH TIME HE BECAME PRESIDENT AND CHIEF EXECUTIVE OFFICER. MR. COUGHLIN DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, MR. COUGHLIN PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY FORM 990, ALTHOUGH MR. COUGHLIN IS PAID DIRECTLY BY JHSI, THE COMPENSATION IS ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BID-PLYMOUTH AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 63,205 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 261 DEFERRED COMPENSATION: 6,090 NON-TAXABLE BENEFITS: 4,406 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 252,819 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,046 DEFERRED COMPENSATION: 24,361 NON-TAXABLE BENEFITS: 17,626 DEFERRED COMPENSATION REPORTED FOR MR. COUGHLIN INCLUDES A 457(F) PLAN CONTRIBUTION IN THE AMOUNT OF $17,700 WHICH HAS NOT VESTED. HINKLEY, CLARK CHAIR, TRUSTEE - JORDAN PHYSICIAN ASSOCIATES CHAIR, DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHAIR, DIRECTOR - JORDAN HEALTH SYSTEMS, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER MR. HINKLEY DEVOTES, ON AVERAGE, A COMBINED 11 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. HOLDEN, PETER J. PRESIDENT, CHIEF EXECUTIVE OFFICER, TRUSTEE (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO) - JORDAN HEALTH SYSTEMS, INC. MR. HOLDEN SERVED IN THE ROLES NOTED ABOVE THROUGH NOVEMBER 4, 2016. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, MR. HOLDEN PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY FORM 990, THE PORTION OF MR. HOLDEN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 84,944 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 42,144 DEFERRED COMPENSATION: 234,000 NON-TAXABLE BENEFITS: 4,435 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 339,777 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 168,575 DEFERRED COMPENSATION: 936,000 NON-TAXABLE BENEFITS: 17,738 AS NOTED ABOVE, MR. HOLDEN SEPARATED FROM JHSI, BID-PLYMOUTH AND JPA SERVICE ON NOVEMBER 4, 2016 AND BECAME ELIGIBLE FOR SEVERANCE AT THAT TIME. DURING THE REMAINDER OF THE 2016 CALENDAR YEAR, JHSI MADE PAYMENTS TO MR. HOLDEN PURSUANT TO HIS SEVERANCE ARRANGEMENT IN THE AMOUNT OF $46,750. THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION REPORTED ABOVE. MR. HOLDEN HAS RECEIVED/WILL RECEIVE ADDITIONAL SEVERANCE DURING THE CALENDAR YEARS 2017 AND 2018 IN THE AMOUNT OF $1,159,400. OF THIS AMOUNT, AND AS OF THE DATE OF FILING, $84,150 OF THIS AMOUNT IS UNVESTED. THESE AMOUNTS ARE REPORTED IN THE FORM 990 AND THIS MASSACHUSETTS FORM PC AS DEFERRED COMPENSATION AND WILL BE REPORTED AGAIN AS CURRENT COMPENSATION IN THE FORM 990 AND MASSACHUSETTS FORM PC FOR THE FISCAL YEARS ENDING SEPTEMBER 30, 2018 AND SEPTEMBER 30, 2019 AS REQUIRED. OTHER REPORTABLE COMPENSATION FOR MR. HOLDEN ALSO INCLUDES A DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $122,500, A DEFERRAL UNDER A 457(B) PLAN IN THE AMOUNT OF $17,500 AND AN AUTOMOBILE BENEFIT IN THE AMOUNT OF $7,392. KOHLER, M.D., ULRIKE TRUSTEE - JORDAN PHYSICIAN ASSOCIATES INTERNIST - JORDAN PHYSICIAN ASSOCIATES DR. KOHLER DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, DR. KOHLER PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. KOHLER'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 179,715 INCENTIVE COMPENSATION: 183,807 OTHER REPORTABLE COMPENSATION: 2,685 DEFERRED COMPENSATION: 16,999 NON-TAXABLE BENEFITS: 27,561 PASKOWSKI, D.C., IAN TRUSTEE - JORDAN PHYSICIAN ASSOCIATES CHIROPRACTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DR. PASKOWSKI DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 185,938 INCENTIVE COMPENSATION: 17,714 OTHER REPORTABLE COMPENSATION: 781 DEFERRED COMPENSATION: 7,401 NON-TAXABLE BENEFITS: 20,829
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)NORRIS, DENISE BOARD SECRETARY - JORDAN PHYSICIAN ASSOCIATES CONTRACT MANAGEMENT SPECIALIST AND ADMINISTRATIVE ASSISTANT - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH MS. NORRIS DEVOTES, ON AVERAGE, A COMBINED 40 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, MS. NORRIS PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY BID-PLYMOUTH. AS REQUIRED BY THIS FORM 990, THE PORTION OF MS. NORRIS' COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 13,942 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 795 DEFERRED COMPENSATION: 458 NON-TAXABLE BENEFITS: 4,922 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 55,769 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,179 DEFERRED COMPENSATION: 1,834 NON-TAXABLE BENEFITS: 19,687 RADZEVICH, JASON VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER - JORDAN PHYSICIAN ASSOCIATES VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER - JORDAN HEALTH SYSTEMS, INC. MR. RADZEVICH DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, MR. RADZEVICH PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY FORM 990, ALTHOUGH MR. RADZEVICH IS PAID DIRECTLY BY JHSI, HIS COMPENSATION IS ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BID-PLYMOUTH AND JPA AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 62,141 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,081 DEFERRED COMPENSATION: 6,346 NON-TAXABLE BENEFITS: 4,991 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 248,563 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 24,326 DEFERRED COMPENSATION: 25,385 NON-TAXABLE BENEFITS: 19,963 OTHER REPORTABLE COMPENSATION FOR MR. RADZEVICH INCLUDES AN AUTOMOBILE BENEFIT IN THE AMOUNT OF $5,760. DEFERRED COMPENSATION REPORTED FOR MR. RADZEVICH INCLUDES A 457(F) PLAN CONTRIBUTION IN THE AMOUNT OF $18,600 WHICH HAS NOT VESTED. BERRY-BARBOSA, LISA VICE PRESIDENT, HUMAN RESOURCES - JORDAN PHYSICIAN ASSOCIATES VICE PRESIDENT, HUMAN RESOURCES - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH VICE PRESIDENT, HUMAN RESOURCES - JORDAN HEALTH SYSTEMS, INC. MS. BERRY-BARBOSA DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, MS. BERRY-BARBOSA PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY FORM 990, ALTHOUGH MS. BERRY-BARBOSA IS PAID DIRECTLY BY JHSI, HER COMPENSATION IS ATTRIBUTABLE TO HER SERVICES PERFORMED AT BID-PLYMOUTH AND JPA AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 20,290 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 508 DEFERRED COMPENSATION: 2,142 NON-TAXABLE BENEFITS: 2,454 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 182,606 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,568 DEFERRED COMPENSATION: 19,276 NON-TAXABLE BENEFITS: 22,082 DEFERRED COMPENSATION REPORTED FOR MS. BERRY BARBOSA INCLUDES A 457(F) PLAN CONTRIBUTION IN THE AMOUNT OF $12,000 WHICH HAS NOT VESTED. RUTHERFORD, RON CHIEF INFORMATION OFFICER - JORDAN PHYSICIAN ASSOCIATES VICE PRESIDENT AND CHIEF INFORMATION OFFICER - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHIEF INFORMATION OFFICER - JORDAN HEALTH SYSTEMS, INC. MR. RUTHERFORD DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, MR. RUTHERFORD PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF MR. RUTHERFORD'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 42,599 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,577 DEFERRED COMPENSATION: 4,439 NON-TAXABLE BENEFITS: 4,356 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 170,396 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 14,308 DEFERRED COMPENSATION: 17,756 NON-TAXABLE BENEFITS: 17,422 DEFERRED COMPENSATION REPORTED FOR MR. RUTHERFORD INCLUDES A 457(F) PLAN CONTRIBUTION IN THE AMOUNT OF $12,695 WHICH HAS NOT VESTED. JAMES, D.O., SCOTT VASCULAR SURGEON - JORDAN PHYSICIAN ASSOCIATES DR. JAMES DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, DR. JAMES PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. JAMES' COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 578,002 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,492 DEFERRED COMPENSATION: 26,500 NON-TAXABLE BENEFITS: 240 TIERNEY, D.O., MATTHEW LAPAROSCOPIC SURGEON - JORDAN PHYSICIAN ASSOCIATES DR. TIERNEY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2016 CALENDAR YEAR, DR. TIERNEY PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. TIERNEY'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 361,712 INCENTIVE COMPENSATION: 121,803 OTHER REPORTABLE COMPENSATION: 4,401 DEFERRED COMPENSATION: 26,500 NON-TAXABLE BENEFITS: 30,436 DAFFORD, M.D., KURTUS NEUROSURGEON - JORDAN PHYSICIAN ASSOCIATES, INC. DR. DAFFORD DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILLING AND FOR THE 2016 CALENDAR YEAR, DR. DAFFORD PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. DAFFORD'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 376,764 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,699 DEFERRED COMPENSATION: 26,500 NON-TAXABLE BENEFITS: 29,436 GARSON, M.D., GLEN CARDIOLOGIST - JORDAN PHYSICIAN ASSOCIATES, INC. DR. GARSON DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILLING AND FOR THE 2016 CALENDAR YEAR, DR. GARSON PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. GARSON'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 371,764 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,042 DEFERRED COMPENSATION: 26,500 NON-TAXABLE BENEFITS: 29,436 HARVEY, M.D., KYLE SURGEON - JORDAN PHYSICIAN ASSOCIATES, INC. DR. HARVEY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILLING AND FOR THE 2016 CALENDAR YEAR, DR. HARVEY PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. HARVEY'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 329,902 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,371 DEFERRED COMPENSATION: 26,000 NON-TAXABLE BENEFITS: 16,032

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I & PART III, LINE 1DESCRIPTION OF ORGANIZATION'S MISSION JORDAN PHYSICIAN ASSOCIATES (JPA) IS A NETWORK OF COMMUNITY BASED PHYSICIANS AFFILIATED WITH BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH.JPA IS AFFILIATED WITH BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH OR HOSPITAL) AND BOTH ARE COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES SERVED BY PROVIDING HIGH QUALITY, PERSONALIZED HEALTH CARE WITH COMPASSION, DIGNITY AND RESPECT FOR PATIENT RIGHTS IN A COST EFFECTIVE AND SAFE ENVIRONMENT. JPA IS DEDICATED TO PROVIDING CUTTING-EDGE CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK, REGARDLESS OF THEIR RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. THE PHYSICIANS OF JPA PROUDLY SERVE THE COMMUNITIES OF BOURNE, CARVER, DUXBURY, HALIFAX, KINGSTON, LAKEVILLE, PEMBROKE, PLYMPTON, PLYMOUTH, MARSHFIELD, MIDDLEBORO, SANDWICH AND WAREHAM. JORDAN HEALTH SYSTEMS INC. (JHSI) IS THE SOLE MEMBER OF JPA. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), A TERTIARY CARE ACADEMIC MEDICAL CENTER AND FLAGSHIP TEACHING AFFILIATE OF HARVARD MEDICAL SCHOOL, IS THE SOLE MEMBER OF BID-PLYMOUTH AND JHSI.
FORM 990, PART III, LINE 4APRIMARY CARE SERVICES JORDAN PHYSICIAN ASSOCIATES (JPA) HAS FOURTEEN PHYSICIAN OFFICES THAT SPECIALIZE IN THE DELIVERY OF PRIMARY CARE IN PLYMOUTH AND THE OTHER COMMUNITIES SERVED BY JPA AND BID-PLYMOUTH. PRIMARY CARE PHYSICIANS (PCPS) ARE COMMUNITY BASED MEDICAL DOCTORS WHO GENERALLY PROVIDE THE FIRST CONTACT FOR A PATIENT WITH A NON-EMERGENT UNDIAGNOSED HEALTH CONCERN, AS WELL AS CONTINUING CARE FOR A VARIETY OF MEDICAL CONDITIONS, KEEPING CARE IN THE COMMUNITY WHEN IT IS APPROPRIATE. WHEN ADVANCED CARE IS NEEDED, JPA PROVIDES CONVENIENT ACCESS TO HIGH QUALITY COMMUNITY CARE AT ITS AFFILIATE, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, AND LEADING EDGE TREATMENT FROM BETH ISRAEL DEACONESS MEDICAL CENTER, A WORLD RENOWNED TERTIARY CARE ACADEMIC MEDICAL CENTER AND THE SOLE MEMBER OF BID-PLYMOUTH. DURING THE PERIOD COVERED BY THIS FILING, JPA PCPS PROVIDED 33,704 VISITS TO PATIENTS IN THE COMMUNITIES THEY SERVE.
FORM 990, PART III, LINE 4BSPECIALTY CARE JPA PROVIDES SPECIALTY CARE TO THE COMMUNITY IN THE AREAS OF OBSTETRICS, ONCOLOGY, NEUROLOGY, ENDOCRINOLOGY, SPINE CARE AND MULTIPLE SURGICAL SPECIALTY AREAS. DURING THE PERIOD COVERED BY THIS FILING, FIFTY SPECIALISTS PROVIDED 164,867 VISITS TO PATIENTS IN THE COMMUNITIES THEY SERVE.
FORM 990, PART IV, QUESTION 12 AND 12ASTATEMENT RE AUDITED FINANCIAL STATEMENTS THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE MEDICAL CENTER 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 THE MEDICAL CENTER AND ITS SUBSIDIARIES, (MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG)), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), MILTON HOSPITAL FOUNDATION, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH), JORDAN HEALTH SYSTEMS INC. AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER.
FORM 990, PART V,QUESTION 7GCONTRIBUTIONS OF INTELLECTUAL PROPERTY JORDAN PHYSICIAN ASSOCIATES DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
FORM 990,PART V, QUESTION 7HCONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES JORDAN PHYSICIAN ASSOCIATES DID NOT RECEIVE ANY 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 2BUSINESS AND FAMILY RELATIONSHIPS AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, 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. 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 AND A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER). 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) AND BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON). AS NOTED IN THIS FILING, JHSI IS THE SOLE MEMBER OF JPA. 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. CAREGROUP ALSO SERVES AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH), WHICH IN TURN SERVE AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), RESPECTIVELY. 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 6STATEMENT RE MEMBERS OR STOCKHOLDERS THE JORDAN HEALTH SYSTEMS, INC. (JHSI) IS A MASSACHUSETTS CHARITABLE CORPORATION, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986 AS AMENDED, AND ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES, INC. (JPA).
FORM 990, PART VI, SECTION A, LINE 7ASTATEMENT RE ELECTION OF MEMBERS OF GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7B: STATEMENT RE DECISION OF GOVERNING BODY SUBJECT TO APPROVAL PURSUANT TO THE AMENDED AND RESTATED BYLAWS OF JPA, JHSI, AS SOLE CORPORATE MEMBER, HAS THE FOLLOWING RESERVED POWERS WHICH IT MAY EXERCISE ON ITS OWN INITIATIVE UPON A TWO-THIRDS (2/3) VOTE OF ITS DIRECTORS ELIGIBLE TO VOTE ON ITS BOARD OF DIRECTORS (THE "MEMBER BOARD"), WITH OR WITHOUT THE APPROVAL OF THE JPA BOARD OF TRUSTEES ("BOARD") OR UPON A MAJORITY VOTE OF ITS DIRECTORS ELIGIBLE TO VOTE IN THE EVENT THE BOARD HAS RECOMMENDED ANY OF THE LISTED ACTIONS: 1.REMOVE A MEMBER OF THE BOARD; 2.UPON PRIOR DISCUSSION WITH THE BOARD, ESTABLISH OR MODIFY THE COMPENSATION OF, AND/OR APPOINT OR REMOVE THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION; 3.AMEND THE CORPORATION BYLAWS OR ARTICLES OF ORGANIZATION; 4.CAUSE THE CORPORATION TO ENTER INTO (I) MANAGED CARE CONTRACTS, OTHER PAYER AGREEMENTS, EXCLUSIVE CONTRACTS, AGREEMENTS-NOT-TO-COMPETE, OR SIMILAR ARRANGEMENTS, (II) CONTRACTS FOR MANAGEMENT SERVICES WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT, OR (III) OTHER MULTI-YEAR SERVICE CONTRACTS WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT; 5.MERGE OR OTHERWISE CONSOLIDATE THE CORPORATION WITH ANOTHER ENTITY; 6.DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION, OR DISPOSE OF ANY SUBSIDIARY OR AFFILIATED CORPORATIONS OF THE CORPORATION; 7.CREATE OR ACQUIRE A SUBSIDIARY OR AFFILIATED CORPORATION OF THE CORPORATION; 8.DISCONTINUE OR INSTITUTE A CLINICAL DEPARTMENT OR DEPARTMENTS OR PROGRAMS WHICH COULD REASONABLY BE ANTICIPATED TO MATERIALLY AFFECT THE FINANCIAL STATUS OF THE CORPORATION OR ITS ABILITY TO CONTINUE TO CONDUCT ITS BUSINESS; 9.TO THE EXTENT LEGALLY PERMISSIBLE, TAKE SUCH ACTIONS TO CAUSE ASSETS OF THE CORPORATION TO BE TRANSFERRED, OTHER THAN IN THE ORDINARY COURSE OF CONDUCT OF THE CORPORATION BUSINESS, TO THE MEMBER TO ADVANCE THE CHARITABLE PURPOSES OF THE MEMBER OR THE CORPORATION; AND 10.DISSOLVE THE CORPORATION TO THE EXTENT PERMITTED BY LAW. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER. BIDMC, A FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, IS KNOWN FOR ITS EXEMPLARY PATIENT CARE, CONDUCTING "LEADING EDGE" CLINICAL AND BASIC SCIENCE RESEARCH AND SUPPORTING OUTSTANDING EDUCATIONAL PROGRAMS. BIDMC IS A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986 AS AMENDED, AND ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF THE JORDAN HEALTH SYSTEMS, INC. (JHSI). BIDMC ALSO SERVES AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH WHICH, AS NOTED THROUGHOUT THIS NARRATIVE, IS AN AFFILIATE OF BOTH JPA AND JHSI. IN ADDITION, TO THE RESERVED POWERS NOTED ABOVE, JHSI AS MEMBER OF JPA MAY NOT EXERCISE THE FOLLOWING RESERVED POWERS WITHOUT PRIOR CONSULTATION WITH, AND THE PRIOR APPROVAL OF, BIDMC. 1.ANY ACTION DESCRIBED ABOVE AS A MEMBER RESERVED POWER; 2.APPROVAL OF THE STRATEGIC, FINANCIAL AND OPERATIONAL PLANS; 3.APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS; 4.CAPITAL EXPENDITURES BEYOND THE APPROVED CAPITAL BUDGET; 5.BORROWING OR INCURRING OF DEBT; 6.THE APPOINTMENT OF THE INDEPENDENT AUDITOR AND APPROVAL OF THE INDEPENDENT FINANCIAL AUDITS; 7.ENTERING INTO MANAGED CARE CONTRACTS, EXCLUSIVE CONTRACTS, AND OTHER MULTI-YEAR MATERIAL CONTRACTS; 8.ENTERING INTO ANY PARTNERSHIP/AFFILIATION ARRANGEMENTS OR JOINT VENTURE PROPOSALS; 9.THE CREATION, ACQUISITION, OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, AND THE ADDITION OR ELIMINATION OF ANY CLINICAL DEPARTMENTS OR PROGRAMS; AND, 10.AMENDMENTS TO THE CORPORATION'S BYLAWS OR ARTICLES OF ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7BSEE STATEMENT ABOVE.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 REVIEW PROCESS PRIOR TO FILING THE FORM 990, RELATED SCHEDULES AND REQUIRED DISCLOSURES (RETURN), THE RETURN IS REVIEWED BY JPA'S CHIEF FINANCIAL OFFICER, THE TAX DIRECTOR OF CAREGROUP, AND THE RETURN IS REVIEWED AND SIGNED BY DELOITTE TAX, LLP. AS NOTED IN THIS RETURN, CAREGROUP IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER WHICH IS, IN TURN, THE SOLE MEMBER OF BID-PLYMOUTH AND JHSI. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE JPA BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS, INC. (JHSI) SERVES AS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES, INC. (JPA). ALTHOUGH JPA'S BOARD OF TRUSTEES HAS NOT SEPARATELY ADOPTED A CONFLICT OF INTEREST POLICY, JHSI HAS ADOPTED A CONFLICT OF INTEREST POLICY ON BEHALF OF JPA WHICH MIRRORS THE JHSI WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND IS THE SOLE MEMBER OF JHSI AND BID-PLYMOUTH. THE BIDMC OFFICE OF COMPLIANCE AND BUSINESS CONDUCT ADMINISTERS A CONFLICT OF INTEREST QUESTIONNAIRE PROCESS ANNUALLY IN CONJUNCTION WITH THE BID-PLYMOUTH OFFICE OF COMPLIANCE AND BUSINESS CONDUCT AND PROVIDES A SUMMARY OF POSITIVE RESPONSES TO BID-PLYMOUTH'S CHIEF COMPLIANCE & PRIVACY OFFICER WHO MEETS WITH THE BID-PLYMOUTH CONFLICT OF INTEREST SUB-COMMITTEE FOR REVIEW AND DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW. PURSUANT TO THE CONFLICT OF INTEREST POLICY (CMPL0001), 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. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE CAREGROUP TAX DEPARTMENT ISSUES AN ANNUAL TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE JPA BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER BIDP 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. PART VI SECTION B LINE 13: WHISTLEBLOWER POLICY AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS, INC. (JHSI) SERVES AS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES, INC. (JPA). ADDITIONALLY, JHSI AND BID-PLYMOUTH SHARE OVERLAPPING BOARDS OF DIRECTORS. ALTHOUGH JPA'S BOARD OF TRUSTEES HAS NOT SEPARATELY ADOPTED A WHISTLEBLOWER POLICY, THE JHSI BOARD HAS ADOPTED A WHISTLEBLOWER POLICY WHICH MIRRORS THE JHSI POLICY ON BEHALF OF JPA. PART VI SECTION B LINE 14: DOCUMENT RETENTION AND DESTRUCTION POLICY AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS, INC. (JHSI) SERVES AS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES, INC. (JPA). ADDITIONALLY, JHSI AND BID-PLYMOUTH SHARE OVERLAPPING BOARDS OF DIRECTORS. ALTHOUGH JPA'S BOARD OF TRUSTEES HAS NOT SEPARATELY ADOPTED A DOCUMENT RETENTION AND DESTRUCTION POLICY, THE JHSI BOARD HAS ADOPTED A DOCUMENT RETENTION AND DESTRUCTION POLICY WHICH MIRRORS THE JHSI POLICY ON BEHALF OF JPA.
FORM 990, PART VI, SECTION B, LINE 15DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATIONS CEO AND OTHER OFFICERS AND KEY EMPLOYEES AS NOTED THROUGHOUT THIS FILING, BID-PLYMOUTH IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND AN AFFILIATE OF JORDAN PHYSICIAN ASSOCIATES (JPA). BID-PLYMOUTH HAS AN EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS, THE CHIEF FINANCIAL OFFICER AND THE VICE PRESIDENT OF HUMAN RESOURCES. THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION STRUCTURE OF THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INFORMATION OFFICER AND OTHER SENIOR MANAGEMENT. THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE EXECUTIVE COMPENSATION COMMITTEE APPROVES RECOMMENDATIONS FOR INCENTIVE COMPENSATION TO THESE INDIVIDUALS ON AN ANNUAL BASIS AND AS SUCH, REVIEWS TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS ANNUALLY. IN SETTING COMPENSATION, THE EXECUTIVE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEY STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY AN INDEPENDENT CONSULTING FIRM. TO ENSURE INDEPENDENCE, ONCE THE DATA WAS PRESENTED, NO BID-PLYMOUTH OR JPA STAFF WAS PRESENT FOR THESE DISCUSSIONS. THE EXECUTIVE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS LISTED ABOVE.
FORM 990, PART VI, SECTION C, LINE 19OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: JORDAN PHYSICIAN ASSOCIATES C/O BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, INC. 275 SANDWICH STREET PLYMOUTH, MA 02360
FORM 990, PART IX, LINE 11GINTERCOMPANY SAL. & BENEFITS: PROGRAM SERVICE EXPENSES 24,388,190. MANAGEMENT AND GENERAL EXPENSES 337,856. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,726,046. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 2,110,659. MANAGEMENT AND GENERAL EXPENSES 23,761. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,134,420. CLEANING SERVICES: PROGRAM SERVICE EXPENSES 79,166. MANAGEMENT AND GENERAL EXPENSES 6,331. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,497. BILLING SERVICES: PROGRAM SERVICE EXPENSES 1,283,082. MANAGEMENT AND GENERAL EXPENSES 693. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,283,775. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 320,747. MANAGEMENT AND GENERAL EXPENSES 94,014. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 414,761.
FORM 990, PART XI, LINE 9:TRANSFER FROM AFFILIATES 7,159,453.
SCHEDULE L PART IV COLUMN (D)DESCRIPTION OF TRANSACTIONS INVOLVING INTERESTED PERSONS VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF JPA, BID-PLYMOUTH AND JHSI MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BID-PLYMOUTH AND/OR JHSI. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. JPA, BID-PLYMOUTH AND JHSI MAINTAIN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLANS. FROM TIME TO TIME, JPA, BID-PLYMOUTH OR JHSI 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 JPA, BID-PLYMOUTH, JHSI AND/OR BIDMC CONFLICT OF INTEREST POLICIES.

Schedule R IRS990ScheduleR

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BI COMMUNITY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042776678INACTIVE CORPORATIONMA501(C)(3)LINE 70N/A
BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043079630SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 12A, IHMFP AT BIDMC0
BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215208253452SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 12A, IHMFP AT BIDMC0
BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
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BI DEACONESS HOSPITAL - NEEDHAM INC
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330 BROOKLINE AVEBOSTONMA02215042103881THE OPERAION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MAMA501(C)(3)LINE 3CAREGROUP INC0
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300 LONGWOOD AVEBOSTONMA02215043200113OUTPATIENT AMBULATORY CARE CENTER IN LEXINGTON, MAMA501(C)(3)LINE 12A, I0N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
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BI DERMATOLOGY FOUNDATION INC
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BIH PATHOLOGY FOUNDATION INC
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BIH RADIOLOGIC FOUNDATION INC
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LONGWOOD MEDICAL INTL FOUNDATION
185 PILGRIM ROADBOSTONMA02215043208878INACTIVE CORPORATIONMA501(C)(3)LINE 12A, IHMFP AT BIDMC0
CAREGROUP INC
109 BROOKLINE AVEBOSTONMA02215222629185OVERSEE FINCIAL HEALTH OF AFFILIATESMA501(C)(3)LINE 12C, III-FI0N/A
CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH
330 BROOKLINE AVEBOSTONMA02215043326928DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCHMA501(C)(3)LINE 12A, I0N/A
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
330 BROOKLINE AVE RABB 2BOSTONMA02215043242952SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 12A, IHMFP AT BIDMC0
MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
400 HUNNEWELL STNEEDHAMMA02494042810972OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICESMA501(C)(3)LINE 10BETH ISRAEL DEACONESS MEDICAL CENTER INC0
MOUNT AUBURN HOSPITAL
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NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120042103612ORTHOPEDIC SPECIALTY HOSPITALMA501(C)(3)LINE 3CAREGROUP INC0
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVEBOSTONMA02120043235796OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBHMA501(C)(3)LINE 3NEW ENGLAND BAPTIST HOSPITAL INC0
LONGWOOD MEDICAL ENERGY COLLABORATIVE
25 SHATTUCK STBOSTONMA02115043476764COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMSMA501(C)(3)LINE 12A, I0N/A
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVEBOSTONMA02215222768204GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERSMA501(C)(3)LINE 100N/A
BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
199 REEDSDALE RDMILTONMA02186042103604HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)LINE 3BETH ISRAEL DEACONESS MEDICAL CENTER INC0
COMMUNITY PHYSICIAN ASSOCIATES INC
199 REEDSDALE RDMILTONMA02186043243146OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)LINE 3MILTON HOSPITAL FOUNDATION INC0
MILTON HOSPITAL FOUNDATION INC
199 REEDSDALE RDMILTONMA02186222566792PROMOTE HEALTHCAREMA501(C)(3)LINE 12A, IBETH ISRAEL DEACONESS MEDICAL CENTER INC0
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
275 SANDWICH STPLYMOUTHMA02186222667354HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)LINE 3BETH ISRAEL DEACONESS MEDICAL CENTER INC0
JORDAN HEALTH SYSTEMS INC
275 SANDWICH STPLYMOUTHMA02360042103805PROMOTE HEALTHCAREMA501(C)(3)LINE 7BETH ISRAEL DEACONESS MEDICAL CENTER INC0
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275 SANDWICH STPLYMOUTHMA02360043228556OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)LINE 10JORDAN HEALTH SYSTEMS INC0
BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVE W/CC-2BOSTONMA02215364803234SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 12A, IHMFP AT BIDMC0
CAREGROUP PARMENTER HOME CARE & HOSPICE INC
330 MT AUBURN STCAMBRIDGEMA02138473111453HOME CARE & HOSPICEMA501(C)(3)LINE 12A, IMOUNT AUBURN HOSPITAL0
BAIM INSTITUTE OF CLINICAL RESERCH INC FKA HCRI
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BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
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LONGWOOD MEDICAL INTL FOUNDATION
185 PILGRIM ROAD BOSTBOSTONMA02215043208878INACTIVE CORPORATIONMA501(C)(3)LINE 12A, IHMFP AT BIDMC0
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BETH ISRAEL DEACONESS PHYS ORG LLC DBA BIDCO
ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090043426253COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
BIDCO PHYSICIAN LLC
ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090461589743COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
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ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090461643790COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
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109 BROOKLINE AVENUEBOSTONMA02215043278109INVESTMENT PARTNERSHIPMAN/A
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10 CABOT ROADMEDFORDMA02215043275078TO PROVIDE MEDICAL BILLING SERVICESMAN/A
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125 PARKER HILL AVEBOSTONMA02120465120176TO PROVIDE ORTHOPEDIC MEDICAL SERVICESMAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

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ANESTHESIA FINANCIAL SOLUTIONS INC
330 BROOKLINE AVEBOSTONMA02215043571311INACTIVE CORPORATIONMAN/AC0
JORDON COMMUNITY ACO INC
275 SANDWICH STPLYMOUTHMA02360454047430COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTHMAN/AC0
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