2017-08-14T20:32:47-05:00 2016-09-30 990 2015-10-01 043230035 PARTNERS HEALTHCARE SYSTEM INC PART 8572820747 399 REVOLUTION DRIVE NO 645 SOMERVILLE MA 02145 PETER K MARKELL EXEC. VP, CFO, & TREASURER 8572820747 2017-08-08 2015 2021-01-29 14:40:06Z DAVID F TORCHIANA MD 800 BOYLSTON STREET BOSTON MA 02199 963154256 0 X HTTP:WWW.PARTNERS.ORG X 1993 MA PARTNERS HEALTHCARE SYSTEM, INC. IS COMMITTED TO SERVING THE COMMUNITY LOCALLY AND GLOBALLY AND IS DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH. 17 12 7357 0 6468969 0 183067721 225341569 668849624 729692039 -22012219 -70992487 17216617 -75027 847121743 883966094 210726810 205239662 0 0 448744504 490126249 0 0 1871420 363620404 481564157 1023091718 1176930068 -175969975 -292963974 5019256378 5622437123 5390400491 6287907484 -371144113 -665470361 X PARTNERS HEALTHCARE SYSTEM, INC. (PARTNERS) IS COMMITTED TO SERVING THE COMMUNITY AND IS DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. PARTNERS RECOGNIZES THAT INCREASING VALUE AND CONTINUOUSLY IMPROVING QUALITY ARE ESSENTIAL TO MAINTAINING EXCELLENCE. 0 0 211624382 205239662 883966094 SEE SCHEDULE O 211624382 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 0 1 5651 0 1 7357 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 12 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 AL AR CA CO FL GA KS LA ME SC MA NH NJ NY NC OH PA TX WI HI IL KY MD MN MO NV VT VA WI X PARTNERS FIN-TAX DIR 8572820747 399 REVOLUTION DRIVE SUITE 645 SOMERVILLE MA 02145 LORI W TISHLER MD MPH DIRECTOR 1.00 50.00 X 0 222064 54253 JERROLD F ROSENBAUM MD DIRECTOR 1.00 50.00 X 0 505892 55993 MAURY E MCGOUGH MD DIRECTOR 1.00 50.00 X 0 636126 70212 EARL M COLLIER JR DIRECTOR 1.00 X 0 0 0 WILLIAM MAURICE COWAN DIRECTOR (AS OF 07/01/2016) 1.00 X 0 0 0 ANNE M FINUCANE DIRECTOR 1.00 X 0 0 0 CHARLES K GIFFORD DIRECTOR 1.00 X 0 0 0 SUSAN J HOCKFIELD PHD DIRECTOR (AS OF 11/24/2015) 1.00 X 0 0 0 RICHARD E HOLBROOK DIRECTOR 1.00 X 0 0 0 ALBERT A HOLMAN III DIRECTOR 1.00 X 0 0 0 EDWARD P LAWRENCE ESQ CHAIRMAN 1.00 X 0 0 0 CATHY E MINEHAN DIRECTOR 1.00 X 0 0 0 SCOTT A SCHOEN DIRECTOR 1.00 X 0 0 0 SCOTT M SPERLING DIRECTOR 1.00 X 0 0 0 HENRI A TERMEER DIRECTOR 1.00 X 0 0 0 DOROTHY A TERRELL DIRECTOR (UNTIL 06/30/2016) 1.00 X 0 0 0 GWILL YORK DIRECTOR 1.00 X 0 0 0 DAVID F TORCHIANA MD PRESIDENT & CEO 50.00 1.00 X 4194081 0 70895 PETER K MARKELL EXECUTIVE VP, CFO & TREASURER 50.00 1.00 X 1723946 0 613517 MAUREEN GOGGIN SECRETARY 50.00 X 168621 0 34991 ANNE KLIBANSKI MD CHIEF ACADEMIC OFFICER 50.00 X 823078 0 56059 JAMES W NOGA VICE PRESIDENT & CIO 50.00 X 669610 0 498991 JOHN R BARKER CHIEF INVESTMENT OFFICER 50.00 X 2131822 0 44240 GREGG S MEYER MD CHIEF CLINICAL OFFICER 50.00 X 1066799 0 521014 BRENT L HENRY ESQ GENERAL COUNSEL 50.00 1.00 X 959963 0 61936 CHRISTOPHER MARK COBURN CHIEF INNOVATION OFFICER 50.00 X 885743 0 62389 TIMOTHY G FERRIS MD VICE PRESIDENT 50.00 X 801344 0 58690 LYNNE J EICKHOLT CHIEF STRATEGY OFFICER 50.00 X 680324 0 55828 PETER BROWN CHIEF OF STAFF 50.00 X 729187 0 16421 GARY L GOTTLIEB MD MBA FORMER OFFICER 50.00 X 2608756 0 45552 MICHAEL S JELLINEK MD FORMER HIGHEST PAID 50.00 X 1028396 0 246 PATRICIA SALAMONE FORMER OFFICER 50.00 X 101655 0 24939 18573325 1364082 2346166 1176 1 1 0 SUFFOLK CONSTRUCTION CO 99 CONIFER HILL DRIVE DANVERS MA 606895330 CONSTRUCTION SVCS 138128107 ACCENTURE LLP PO BOX 70629 CHICAGO IL 60673 CONSULTING SERVICES 79697133 RANDSTAD PO BOX 7247-6655 PHILADELPHIA PA 191706655 STAFFING SERVICES 41721372 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 CONSULTING SERVICES 14706490 HCTEC LLC 5106 MARYLAND WAY BRENTWOOD TN 37027 STAFFING SERVICES 11510888 88 26905 225012759 301905 225341569 ADMINISTRATIVE FEE 561000 729692039 729692039 729692039 7586056 6503475 1082581 606166 606166 37456 37456 -1454623 0 -1454623 -1454623 -37959 -1416664 3453 79188162 -79184709 -79184709 3453 -79188162 0 26905 0 0 CHILD CARE REVENUE 624410 1666628 1666628 PARKING INCOME 812930 198211 198211 PARTNERSHIP INCOME 621400 -522699 -522699 1342140 883966094 729169340 6468969 -77013784 205239662 205239662 10777957 10777957 355115075 2448652 351943758 722665 41646465 293591 41352874 50185795 353790 49613154 218851 32400957 228414 32172543 7861479 55420 7806059 1591595 11220 1580375 840930 840930 52983821 373515 52233381 376925 1300208 9166 1279181 11861 14699393 103625 14498839 96929 81729453 576160 81153293 48175802 339620 47416869 419313 2700517 19038 2672870 8609 567099 3998 562801 300 134824181 950457 133873724 72315684 509797 71805887 1258650 8873 1249777 PROGRAM SUPPORT/SUBSIDY 28188363 28188363 OTHER RESEARCH EXPENSES 19200860 2237 19198623 MISCELLANEOUS EXPENSES 11703097 85705 11606801 10591 MEALS 1306616 9211 1292029 5376 316409 2231 314178 1176930068 211624382 963434266 1871420 0 109819779 94198894 9458376 5379914 48039889 59674396 0 0 3314128196 3568558575 0 12777778 37305968 898415523 188577395 550025451 709838128 0 781707930 879388989 0 0 193298979 268092259 5019256378 5622437123 1000478705 1237870020 0 0 3035744542 3467622659 0 0 0 0 1354177244 1582414805 5390400491 6287907484 X -385521288 -678834186 8389298 2313825 5987877 11050000 -371144113 -665470361 5019256378 5622437123 X -292963974 12340 -1374614 X X 0 1 X 1 1 1 X 197858081 295077034 159546959 183067721 20645801 856195596 197858081 295077034 159546959 183067721 20645801 856195596 856195596 19902859 20177295 14350212 61995189 516424 116941979 324178 82787 406965 973544540 1749218496 0.87950 0.88600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 0 1 840930 0 0 840930 0 LOBBYING EXPENSES THE CORPORATION MAY ON OCCASION CONTACT ITS EMPLOYEES WITH A VOLUNTARY OPPORTUNITY TO PARTICIPATE IN THE CONVERSATION TO PROTECT AGAINST CUTS IN FEDERAL FUNDING THAT WOULD HAVE AN ADVERSE IMPACT ON THE CORPORATION AND ITS AFFILIATES AS WELL AS THE PACE OF MEDICAL ADVANCES, THE ECONOMY, AND THE GLOBAL COMPETITIVENESS OF THE CORPORATION. THE CORPORATION MAY ON OCCASION REVIEW PROPOSED LEGISLATION FOR THE PURPOSE OF DETERMINING THE EFFECT UPON ITS TAX-EXEMPT PURPOSES. THE CORPORATION MAY ON OCCASION ALSO APPEAR BEFORE A LEGISLATIVE COMMITTEE, CONFER WITH LEGISLATORS OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION. HOWEVER, IT WILL NOT PARTICIPATE, IN ANY WAY, IN POLITICAL CAMPAIGNS. THE CORPORATION'S INVOLVEMENT IN LEGISLATIVE ACTIVITIES CONSTITUTES AN INSUBSTANTIAL PART OF ITS ACTIVITIES. 11088489 7313016 977078 546505 18832078 6562989 5072977 -260929 286548 11088489 6069859 216931 542631 266432 6562989 5609796 199812 507611 247360 6069859 5162396 189373 447400 189373 5609796 0.40000 0.60000 0.00000 0 0 17091511 22104889 39196399 29942857 325918406 22803554 333057709 30028597 25822657 4205939 297649922 139951184 157698738 175679341 175679343 709838128 INVESTED CASH EQUIVALENTS 167995810 F EQUITIES 15683102 F U.S. GOV'T & FIXED INCOME SEC. 7104952 F PRIVATE PARTNERSHIPS & OTHER 44758825 C INV IN PARTNERS POOLED INV ACC 643846300 F 879388989 SETTLEMENTS - THIRD PARTY PAYORS 4159084 TAXABLE BONDS, SERIES C & SERI 1578255721 1582414805 INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS OF PARTNERS HEALTHCARE SYSTEM, INC. ARE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT MISSION. FIN 48 FOOTNOTE PARTNERS HEALTHCARE SYSTEM, INC. DOES NOT HAVE A FIN 48 FOOTNOTE DISCLOSURE IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. CENTRAL AMERICA/CARIBBEAN PROGRAM SERVICES JOINTLY OWNED FOR INS 647641 EAST ASIA AND THE PACIFIC PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 245805 EUROPE PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 534480 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 2095018 NORTH AMERICA PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 210425 RUSSIA AND NEWLY INDEPENDENT STATES PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 4512 SOUTH ASIA PROGRAM SERVICES PAT. CARE, RESEARCH & EDUCATION 630556 0 0 0 0 0 0 4368437 0 4368437 1 0 1 1 1 1 ACCOUNTING METHOD THE ORGANIZATION USES THE BOOK VALUE METHOD TO REPORT FOREIGN EXPENDITURES TO BE CONSISTENT WITH THE REPORTING USED FOR THE FINANCIAL STATEMENTS. X X X X X X 1 PGCALC 2 PATRIOT PLACE FOXBOROUGH MA 02035 FUNDRAISING STRATEGY 0 0 85943 0 85943 MA HARVARD PILGRIM FINISH AT THE 50 26905 26905 26905 26905 1 HARVARD MEDICAL SCHOOL 25 SHATTUCK ST BOSTON MA 02115 042103580 501 (C) (3) 8174312 COMMUNITY BENEFIT PROGRAM CAMP HARBOR VIEW 200 CLARENDON STREET 60TH FLOOR BOSTON MA 02116 753235491 501 (C) (3) 1200000 COMMUNITY BENEFIT PROGRAM LYNN COMMUNITY HEALTH CENTER 269 UNION STREET LYNN MA 01901 042525066 501 (C) (3) 839364 COMMUNITY BENEFIT PROGRAM EAST BOSTON COMMUNITY HEALTH CENTER 10 GOVE STREET BOSTON MA 02128 237425849 501 (C) (3) 525000 COMMUNITY BENEFIT PROGRAM MASS LEAGUE OF COMMUNITY HEALTH CENTERS 40 COURT STREET 10TH FLOOR BOSTON MA 02128 042507409 501 (C) (3) 462053 COMMUNITY BENEFIT PROGRAM HEALTH CARE FOR ALL ONE FEDERAL STREET 5TH FLOOR BOSTON MA 02110 043071598 501 (C) (3) 427710 COMMUNITY BENEFIT PROGRAM UPHAM'S CORNER HEALTH CENTER 500 COLOMBIA RD DORCHESTER MA 02125 042708670 501 (C) (3) 315464 COMMUNITY BENEFIT PROGRAM BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM 780 ALBANY STREET BOSTON MA 02118 043160480 501 (C) (3) 214867 COMMUNITY BENEFIT PROGRAM MATTAPAN COMMUNITY HEALTH CENTER 1425 BLUE HILL AVENUE MATTAPAN MA 02126 042544151 501 (C) (3) 187500 COMMUNITY BENEFIT PROGRAM THE BOSTON FOUNDATION 75 ARLINGTON STREET BOSTON MA 02116 042104021 501 (C) (3) 75000 COMMUNITY BENEFIT PROGRAM SOUTH BOSTON COMMUNITY HEALTH CENTER 409 WEST BROADWAY STREET SOUTH BOSTON MA 02127 042682152 501 (C) (3) 55000 COMMUNITY BENEFIT PROGRAM THE PARTNERSHIP 155 SEAPORT BOULEVARD 13TH FLOOR BOSTON MA 02210 042879910 501 (C) (3) 45000 COMMUNITY BENEFIT PROGRAM PROJECT BREAD 145 BORDER STREET BOSTON MA 02128 042931195 501 (C) (3) 40000 COMMUNITY BENEFIT PROGRAM BLACK PHILANTHROPY FUND (FUND 4635) C/O THE BOSTON FOUNDATION 75 ARLINGTON ST 10TH FL BOSTON MA 02116 461721740 501 (C) (3) 35000 COMMUNITY BENEFIT PROGRAM MASSACHUSETTS PUBLIC HEALTH ASSOCIATION 101 TREMONT STREET SUITE 1011 BOSTON MA 02108 042326503 501 (C) 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THE CAPE AND ISLANDS CORP 399 REVOLUTION DRIVE SUITE 645 SOMERVLLE MA 02145 043071419 501 (C) (3) 1726356 EXEMPT AFFILIATE SUPPORT PARTNERS HOME CARE INC 399 REVOLUTION DRIVE SUITE 645 SOMERVLLE MA 02145 042918280 501 (C) (3) 1272817 EXEMPT AFFILIATE SUPPORT MCLEAN HEALTHCARE INC 399 REVOLUTION DRIVE SUITE 645 SOMERVLLE MA 02145 204572876 501 (C) (3) 5000000 EXEMPT AFFILIATE SUPPORT SPAULDING HOSPITAL CAMBRIDGE 399 REVOLUTION DRIVE SUITE 645 SOMERVLLE MA 02145 270273715 501 (C) (3) 3677267 EXEMPT AFFILIATE SUPPORT FRC INC 399 REVOLUTION DRIVE SUITE 645 SOMERVLLE MA 02145 222632121 501 (C) (3) 479907 EXEMPT AFFILIATE SUPPORT SHAUGHNESSY - KAPLAN REHABILITATION HOSPITAL INC 399 REVOLUTION DRIVE SUITE 645 SOMERVLLE MA 02145 043067082 501 (C) (3) 1932057 EXEMPT AFFILIATE SUPPORT NEIGHBORHOOD HEALTH PLAN 399 REVOLUTION DRIVE SUITE 645 SOMERVLLE MA 02145 042932021 501 (C) (4) 123800000 EXEMPT AFFILIATE SUPPORT FRC INC 399 REVOLUTION DRIVE SUITE 645 SOMERVLLE MA 02145 222632121 501 (C) (3) 1129767 EXEMPT AFFILIATE SUPPORT SCHEDULE I, PART I, LINE 2 PARTNERS HEALTHCARE SYSTEM, INC. MAKES DONATIONS TO VARIOUS TAX-EXEMPT ORGANIZATIONS. THESE DONATIONS CAN BE USED BY THE RECIPIENT ONLY IN FURTHERANCE OF THEIR TAX-EXEMPT MISSION. X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 LORI W TISHLER MD MPH DIRECTOR 0 176570 0 19963 0 25531 0 29848 0 24405 0 276317 0 0 JERROLD F ROSENBAUM MD DIRECTOR 0 378453 0 77425 0 50014 0 36479 0 19514 0 561885 0 0 MAURY E MCGOUGH MD DIRECTOR 0 508547 0 67049 0 60530 0 36482 0 33730 0 706338 0 0 DAVID F TORCHIANA MD PRESIDENT & CEO 1880829 0 102500 0 2210752 0 36475 0 34420 0 4264976 0 686000 0 PETER K MARKELL EXECUTIVE VP, CFO & TREASURER 1257846 0 63800 0 402300 0 586476 0 27041 0 2337463 0 0 0 MAUREEN GOGGIN SECRETARY 150178 0 0 0 18443 0 15583 0 19408 0 203612 0 0 0 ANNE KLIBANSKI MD CHIEF ACADEMIC OFFICER 658888 0 57579 0 106611 0 36477 0 19582 0 879137 0 0 0 JAMES W NOGA VICE PRESIDENT & CIO 574535 0 30600 0 64475 0 463963 0 35028 0 1168601 0 0 0 JOHN R BARKER CHIEF INVESTMENT OFFICER 540559 0 1527985 0 63278 0 36478 0 7762 0 2176062 0 0 0 GREGG S MEYER MD CHIEF CLINICAL OFFICER 945821 0 57793 0 63185 0 485010 0 36004 0 1587813 0 0 0 BRENT L HENRY ESQ GENERAL COUNSEL 691398 0 54621 0 213944 0 36477 0 25459 0 1021899 0 0 0 CHRISTOPHER MARK COBURN CHIEF INNOVATION OFFICER 585798 0 234975 0 64970 0 36475 0 25914 0 948132 0 0 0 TIMOTHY G FERRIS MD VICE PRESIDENT 570816 0 153750 0 76778 0 36477 0 22213 0 860034 0 0 0 LYNNE J EICKHOLT CHIEF STRATEGY OFFICER 579826 0 31000 0 69498 0 36477 0 19351 0 736152 0 0 0 PETER BROWN CHIEF OF STAFF 112526 0 0 0 616661 0 13281 0 3140 0 745608 0 0 0 GARY L GOTTLIEB MD MBA FORMER OFFICER 984976 0 0 0 1623780 0 36476 0 9076 0 2654308 0 0 0 MICHAEL S JELLINEK MD FORMER HIGHEST PAID 0 0 0 0 1028396 0 0 0 246 0 1028642 0 0 0 PATRICIA SALAMONE FORMER OFFICER 81547 0 0 0 20108 0 11500 0 13439 0 126594 0 0 0 TRUSTEE COMPENSATION TRUSTEES RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A PARTNERS AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES. TRAVEL FOR COMPANIONS TRAVEL FOR COMPANIONS WAS PROVIDED TO AN OFFICER LISTED ON FORM 990, PART VII AS THE COMPANIONS ATTENDANCE WAS REQUIRED TO FULFILL A BONA FIDE BUSINESS PURPOSE. THESE PAYMENTS WERE PROVIDED PURSUANT TO A WRITTEN POLICY AND WERE TREATED AS NON-TAXABLE BUSINESS EXPENSES. PAYMENT OR REIMBURSEMENT OF EXPENSES HEALTH OR SOCIAL CLUB DUES OR INITITATION FEES WERE PROVIDED TO AN OFFICER. THIS PAYMENT WAS MADE PURSUANT TO A WRITTEN POLICY AND WAS TREATED AS TAXABLE COMPENSATION. SEVERANCE PAY INCLUDED IN COMPENSATION DISCLOSED ON SCHEDULE J PART II. MICHAEL S. JELLINEK, M.D. - $974,000 PETER BROWN - $600,167 PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THESE AMOUNTS ARE ALREADY INCLUDED IN THE COMPENSATION DISCLOSED ON SCHEDULE J, PART II DAVID F. TORCHIANA, M.D. - $1,408,034 GARY L. GOTTLIEB, M.D. M.B.A - $1,535,718 MICHAEL S. JELLINEK, M.D. - $46,865 PETER K. MARKELL - $334,041 BRENT L. HENRY, ESQ. - $135,848 GREGG S. MEYER, M.D. - $448,534 JAMES W. NOGA - $427,488 A MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES D 042456011 57585K3N6 2003-05-28 343630000 SERIES D - SEE SCHEDULE K PART VI 0 0 0 B MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F 042456011 57586CGW9 2005-06-10 411566153 SERIES F - SEE SCHEDULE K PART VI 0 0 0 C MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5 042456011 57586CZL2 2007-06-07 326508722 SERIES G5 - SEE SCHEDULE K PART VI 1 0 0 D MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 042456011 57586CZW8 2007-06-07 380000000 SERIES G - SEE SCHEDULE K PART VI 0 0 0 A 342620000 344268619 15436586 2026416 249756929 77048688 2005 1 0 1 1 B 170175000 419448101 18398432 2671595 2650000 326493380 69234694 2007 1 0 1 1 C 56280000 115480000 329345063 9382534 2338149 164128012 153496369 2009 1 1 1 1 D 225000000 386190828 20479076 2776551 4696147 358239054 2009 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 1 BEAR STEARNS CAPITAL MARKETS 32.200000000000 0 0 1 TRINITY PLUS 2.400000000000 1 0 1 B 0 0 1 1 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 0 1 XL ASSET FUNDING COMPANY I LLC 1.800000000000 1 0 1 C 0 0 1 1 0 0 1 CITIGROUP FINANCIAL PRODUCTS INC 1.700000000000 0 0 0 D 0 0 1 1 1 1 GOLDMAN SACHS CAPITAL MARKETS 35.000000000000 0 0 1 CITIGROUP FINANCIAL PRODUCTS INC 1.700000000000 1 0 1 A 1 B 1 C 1 D 1 PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (A) FINANCING A PORTION OF THE CONSTRUCTION OF NEW SPACE IN AN AMBULATORY CARE BUILDING AND A PORTION OF THE CONSTRUCTION OF A PARKING GARAGE; AND THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO EXISTING FACILITIES. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS, BRIGHAM AND WOMEN'S HOSPITAL ISSUE, SERIES A, ISSUED 12/31/85. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, MASSACHUSETTES GENERAL HOSPITAL ISSUE, SERIES F, ISSUED 12/2/92. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, BRIGHAM AND WOMEN'S HOSPITAL ISSUE, SERIES E, ISSUED 10/12/93. (B) FINANCING A PORTION OF THE FOLLOWING PROJECTS: TENANT IMPROVEMENTS AND FIT OUT OF LEASED SPACE; CONSTRUCTION AND RENOVATION OF OPERATING ROOMS AT AN AMBLUATORY SURGERY CENTER; RENOVATIONS TO VARIOUS CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: ACQUISITION OF A FACILITY AND A SMALL PARCEL OF VACANT LAND; CONSTRUCTION OF A CARDIOVASCULAR CENTER; THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO VARIOUS EXISTING FACILITIES. FINANCING A PORTION OF THE CONSTRUCTION AND RENOVATION OF FACILITIES. FINANCING THE ACQUISITION AND IMPROVEMENTS OF A PORTION OF A BUILDING AND INSTALLATION OF CAPITAL EQUIPMENT THEREIN. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES E, ISSUED 9/20/95. (C) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES A, ISSUED 9/18/97. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C, ISSUED 4/26/01. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES G, ISSUED 2/6/97. (D) FINANCING A PORTION OF CONSTRUCTION OF A CARDIOVASCULAR CENTER. FINANCING THE FOLLOWING PROJECTS: A PORTION OF THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; A PORTION OF THE COST OF ACQUISITION OF CONDOMINIUM UNITS; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: CONSTRUCTION AND EQUIPPING OF AN AMBULATORY CARE CENTER; THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM. (E) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-1 AND G-3, ISSUED 6/28/07. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES F, ISSUED 11/16/1995. (F) FINANCING A PORTION OF THE FIT-OUT AND EQUIPPING OF AN AMBULATORY CARE CENTER. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE COST OF RENOVATIONS, EQUIPPING AND FURNISHING OF CLINICAL SPACE TO HOUSE A CANCER CENTER. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) (G) FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING THE ACQUISITION OF AND IMPROVEMENTS TO A HOSPITAL FACILITY. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-4, ISSUED 6/28/07. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES A, ISSUED 9/18/97. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES B, ISSUED 4/28/99. (H) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C, ISSUED 4/26/01. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-1, D-2 AND D-4, ISSUED 5/28/03. (I) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. FINANCING PLANNING COSTS AND CONSTRUCTION OF BUILDING TO HOUSE CLINICAL AND RESEARCH SPACE AND UNDERGROUND PARKING SPACES. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION OF LAND AND BUILDING TO HOUSE WET AND DRY RESEARCH SPACE, AND PARKING GARAGE. FINANCING THE ACQUISITION, RENOVATION, EQUIPPING AND FURNISHING OF AN OUTPATIENT SURGICAL CENTER. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES B, ISSUED 4/28/99. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C, ISSUED 4/26/01. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES E, ISSUED 6/12/03. PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) (J) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS AND A NEW BUILDING TO HOUSE A 132-BED REPLACEMENT FACILITY FOR SPAULDING REHABILITATION HOSPITAL. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE RENOVATION, EQUIPPING AND FURNISHING OF VARIOUS FACILITIES. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-3 ISSUED 1/13/2011 REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-3, ISSUED 5/28/2003 (K) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-4 REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES I-1 (L) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-5 REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5 PART II PROCEEDS (3) TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. PART III PRIVATE BUSINESS USE PARTIALLY APPLICABLE PURSUANT TO THE INSTRUCTIONS, AS THE BOND ISSUE CONSISTED OF THE REFUNDING OF A PRE-JANUARY 1, 2003 ISSUE. PART IV ARBITRAGE (1) FORM 8038-T HAS NOT BEEN FILED AS ARBITRAGE REBATE PAYMENTS HAVE NOT BEEN REQUIRED. A 1/05/2009 B 9/09/2010 C 8/03/2012 D 8/03/2012 E 5/08/2013 F 6/19/2014 G 2/09/2015 A MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H 042456011 57586CW27 2008-04-01 171320000 SERIES H - SEE SCHEDULE K PART VI 0 0 0 B MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I 042456011 57586EHR5 2009-05-14 229977036 SERIES I - SEE SCHEDULE K PART VI 0 0 0 C MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J 042456011 57586ENK3 2010-01-05 509178736 SERIES J - SEE SCHEDULE K PART VI 0 0 0 D MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K 043431814 57583R6W0 2011-01-13 436019104 SERIES K - SEE SCHEDULE K PART VI 0 0 0 A 405000 171320000 420000 170900000 2009 1 0 1 1 B 67825000 229981250 2556080 116071 227309098 2009 0 0 1 1 C 84400000 509258319 5151067 249983765 254123487 2010 1 1 1 1 D 178405000 436030814 3523063 201342457 231165294 2011 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 1 1 0 1 CITIGROUP FINANCIAL PRODUCTS INC 0.800000000000 1 0 1 B 0 0 1 1 1 1 MERRILL LYNCH CAPITAL SERVICES 35.000000000000 0 0 0 0 1 C 0 0 1 1 0 0 0 0 1 D 0 0 1 1 1 1 MERRILL LYNCH CAPITAL SERVICES 35.000000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 A MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L 043431814 57583UMV7 2012-01-04 353501227 SERIES L - SEE SCHEDULE K PART VI 0 0 0 B MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES M 043431814 57583UG77 2014-01-30 510376675 SERIES M - SEE SCHEDULE K PART VI 0 0 0 C MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2 043431814 2014-08-27 141350000 SERIES N - SEE SCHEDULE K PART VI 0 0 0 D MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2 043431814 57583UW20 2015-01-29 357583529 SERIES O - SEE SCHEDULE K PART VI 0 0 0 A 19585000 353570173 3056210 260903277 89610686 2012 1 1 1 1 B 2940000 510376950 4042015 360857935 145480000 2014 1 0 1 1 C 4000000 141350000 141350000 2014 1 0 1 1 D 359102590 112829621 2813646 214703942 28755381 2015 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 0 0 0 1 C 0 1 0 0 1 1 BANK OF AMERICA NA 35.000000000000 0 0 0 0 1 D 0 1 0 0 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 A MDFA PARTNERS HEALTHCARE SYSTEM SERIES Q 043431814 57584XJG7 2016-01-28 491625624 SERIES Q - SEE SCHEDULE K PART VI 0 0 0 B MDFA PARTNERS HEALTHCARE SYSTEM SERIES R-1 AND R-2 043431814 2016-03-31 100000000 SERIES R-1 AND R-2 - SEE SCHEDULE K PART VI 0 0 0 A 492559448 7899886 3731911 402774737 78152915 2016 1 1 1 1 B 100000000 100000000 2016 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 1 1 BANK OF AMERICA NA 36.000000000000 0 0 0 0 1 A 1 B 1 R SOBERMAN FAMILY - KLIBANSKI 88517 SALARY-GHC 0 R BLANCHFIELD FAMILY - MEYER 145017 SALARY-GHC 0 E COLLIER FAMILY - COLLIER 154988 SALARY-NWH 0 C MEYER FAMILY - MEYER 552 SALARY-GHC 0 S SALAMONE FAMILY - SALOMONE 48506 SALARY-BWH 0 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PARTNERS HEALTHCARE SYSTEM, INC., (PARTNERS) ESTABLISHED IN MARCH 1994, IS THE CORPORATION OVERSEEING THE AFFILIATION OF BRIGHAM AND WOMEN'S HEALTH CARE, THE MASSACHUSETTS GENERAL HOSPITAL, NSMC HEALTHCARE, INC., NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC., PARTNERS CONTINUING CARE, INC. AND NEIGHBORHOOD HEALTH PLAN, INC. PARTNERS IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE PHYSICIANS AND SPECIALISTS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS (MGH AND BWH) AND OTHER HEALTH-RELATED ENTITIES. PARTNERS IS CREATING A FRAMEWORK IN WHICH ALL ASPECTS OF THE HEALTH CARE DELIVERY SYSTEM ARE COORDINATED BETWEEN AND AMONG PROVIDERS AND FACILITIES. PARTNERS IMPROVES THE QUALITY OF HEALTH CARE AND FURTHER SERVES THE PUBLIC AT LARGE BY SUPPORTING ITS MEMBER ORGANIZATIONS SO THAT THEY MAY PURSUE THEIR PATIENT CARE, TEACHING AND RESEARCH MISSIONS. THE MEMBER ORGANIZATIONS OF PARTNERS HAVE JOINED TOGETHER IN A COMMITMENT TO SERVE THE COMMUNITY. TOGETHER, THESE ORGANIZATIONS ARE DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. PARTNERS IS COMMITTED TO LEADING THE WAY IN DESIGNING INTEGRATED PATIENT AND FAMILY-CENTERED CARE WITH THE GOALS OF ENHANCING THE QUALITY OF PATIENT CARE AND SLOWING THE INCREASE IN HEALTH CARE COSTS. SEVERAL YEARS AGO, PARTNERS HEALTHCARE LAUNCHED A SERIES OF STRATEGIC INITIATIVES TO REDESIGN CARE WITH AN EMPHASIS ON IMPROVING QUALITY AND AFFORDABILITY. MULTI-DISCIPLINARY TEAMS FROM PHS AND FROM PARTNERS HEALTHCARE HOSPITALS WERE ASSEMBLED TO DEVELOP AND IMPLEMENT STRATEGIES FOR CHANGE THAT FOCUSED ON CARE REDESIGN INITIATIVES TO IMPROVE PATIENT CARE QUALITY AND OUTCOMES AND ON PATIENT AFFORDABILITY INITIATIVES TO MANAGE COST GROWTH AND REDUCE PER-UNIT COSTS IN DIRECT PATIENT CARE AND OVERHEAD. SINCE PARTNERS HEALTHCARE BEGAN THOSE INITIATIVES, THE PRESSURE TO REDUCE HEALTHCARE COSTS HAS CONTINUED, AND THE HEALTHCARE INDUSTRY HAS ALSO BEEN CHARACTERIZED BY THE GROWTH OF ALTERNATIVE PAYMENT MODELS THAT EMPHASIZE COST CONTROL AND QUALITY IMPROVEMENT OVER VOLUME, BY TIGHTER REFERRAL MANAGEMENT BY PROVIDER NETWORKS THAT ARE PARTICIPATING IN RISK CONTRACTS, AND BY INCREASED PRICE SENSITIVITY ON THE PART OF CONSUMERS, EMPLOYERS AND PROVIDER GROUPS. BUILDING ON THE CARE REDESIGN AND PATIENT AFFORDABILITY INITIATIVES THAT WERE STARTED SEVERAL YEARS AGO, PARTNERS HEALTHCARE IS COMMITTED TO CONTINUING TO BE A LEADER IN CLINICAL CARE AND SYSTEM INNOVATION AND TO LEAD IN THE SHIFT TO VALUE-DRIVEN HEALTHCARE IN MASSACHUSETTS THROUGH THE FOLLOWING STRATEGIC INITIATIVES: 1) POPULATION HEALTH MANAGEMENT 2) NETWORK STRATEGY 3) CONTRACTING AND INSURANCE MODELS 4) REFERRAL NETWORKS 5) PATIENT AFFORDABILITY/COST MANAGEMENT PLEASE VISIT HTTP://WWW.PARTNERS.ORG/ABOUT/PHILANTHROPY/COMMITMENT-TO-GIVING/DEFAULT FOR MORE INFORMATION ABOUT SPECIFIC PARTNERS' PROGRAMS AND INITIATIVES. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS AND FAMILY RELATIONSHIPS PETER MARKELL & RICHARD HOLBROOK & WILLIAM COWAN - BUSINESS RELATIONSHIP CHARLES GIFFORD & ANNE FINUCANE - BUSINESS RELATIONSHIP DAVID TORCHIANA AND PETER MARKELL - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 DECISIONS OF GOVERNING BODY SUBJECT TO MEMBER APPROVAL PURSUANT TO THE CORPORATE BYLAWS OF THE ORGANIZATION, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBERS OF THE ORGANIZATION: - MEMBERS SHALL DETERMINE THE NUMBER OF PHS DIRECTORS AND SHALL ELECT PHS DIRECTORS. MEMBERS MAY, BY A VOTE, INCREASE THE NUMBER OF PHS DIRECTORS. - MEMBERS MAY DECREASE THE NUMBER OF PHS DIRECTORS, BUT ONLY TO ELIMINATE VACANCIES EXISTING BY REASON OF THE DEATH, RESIGNATION OR REMOVAL OF ONE OR MORE ELECTED PHS DIRECTORS. - MEMBERS MAY REMOVE A PHS DIRECTOR WITH OR WITHOUT CAUSE BY VOTE. - MEMBERS MAY AMEND PHS BYLAWS IN WHOLE OR IN PART OR MAY REPEAL AND ADOPT NEW BYLAWS. MEMBERS MAY ADOPT, AMEND OR REPEAL ANY BYLAW, INCLUDING ANY BYLAWS ADOPTED, AMENDED OR REPEALED BY THE DIRECTORS. PURSUANT TO THE LAWS OF MASSACHUSETTS, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBER OF THE ORGANIZATION: - AMEND OR RESTATE THE ARTICLES OF ORGANIZATION - CONSOLIDATION OR MERGER - SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATIONS PROPERTY OR ASSETS. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE HAS ALL OF THE RESPONSIBILITIES AND AUTHORITY OF THE DIRECTORS DURING INTERVALS BETWEEN MEETINGS OF THE DIRECTORS EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF MASSACHUSETTS GENERAL LAWS, CHAPTER 156B. THE COMMITTEE CONSISTS OF THREE TO FIVE DIRECTORS OF THE CORPORATION APPOINTED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SEE STATEMENT ON QUESTION 6 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW THE FORM 990 WAS PREPARED AND REVIEWED BY THE PARTNERS HEALTHCARE SYSTEM, INC. (PHS) TAX DEPARTMENT. CERTAIN KEY SECTIONS WERE ALSO REVIEWED BY THE PHS EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CFO AND TREASURER; AND BY THE PHS GENERAL COUNSEL. THE EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CFO AND TREASURER REVIEWED AND SIGNED THE FORM 990. THE COMPENSATION DISCLOSURES WERE PRESENTED TO AND DISCUSSED WITH THE PHS COMPENSATION COMMITTEE AT THE MAY 2, 2017 MEETING. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MAY 4, 2017 MEETING OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE PHS BOARD OF DIRECTORS. THE FINAL FILING VERSION OF THE FORM 990 WAS PROVIDED TO EACH VOTING BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY FOR PURPOSES OF ITS ANNUAL TAX FILING, PARTNERS HEALTHCARE HAS AN ANNUAL QUESTIONNAIRE PROCESS FOR OBTAINING INFORMATION ON INTERESTS THAT MAY GIVE RISE TO CONFLICTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. IN ADDITION, IN CONNECTION WITH PARTNERS' CONFLICT OF INTEREST POLICY, THE PARTNERS OFFICE FOR INTERACTIONS WITH INDUSTRY AND OFFICE OF GENERAL COUNSEL WORK TOGETHER TO PERIODICALLY DISTRIBUTE, COLLECT AND REVIEW DISCLOSURE STATEMENTS FROM THESE INDIVIDUALS. THE INFORMATION ON EACH SUCH DISCLOSURE IS REVIEWED BY EACH INDIVIDUAL'S SUPERVISOR (WHO IN THE CASE OF DIRECTORS AND TRUSTEES IS DEEMED TO CONSIST OF THE CHAIRMAN OF THE BOARD AND THE ENTITY'S PRESIDENT/CEO, WHO REVIEW THE DISCLOSURES WITH THE ASSISTANCE OF THE GENERAL COUNSEL OR ATTORNEY REPRESENTATIVES OF HIS OFFICE). PRTNERS HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL ENTITIES IN THE SYSTEM, AND WHICH IS DESIGNED TO: (1) IDENTIFY RELATIONSHIPS AND CONDUCT THAT CREATE EITHER CONFLICTS OF INTEREST OR CONFLICTS OF COMMITMENT; (2) ESTABLISH A SYSTEM FOR DISCLOSING AND RESOLVING POTENTIAL CONFLICTS; AND (3) ENSURE THAT TRANSACTIONS ARE NEGOTIATED AT ARM'S LENGTH AND THAT PAYMENTS ARE AT FAIR MARKET VALUE. UNDER OUR POLICY, WHEN A CONFLICT ARISES, THE INDIVIDUAL ASSOCIATED WITH THE OUTSIDE ENTITY IN QUESTION MUST PROVIDE FULL DISCLOSURE AND COMPLETELY RECUSE HIM/HERSELF FROM ANY INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. IN APPROPRIATE CIRCUMSTANCES, (I) THE CORPORATION MUST CONSIDER AT LEAST TWO ALTERNATIVE DISINTERESTED COMPETITIVE PROPOSALS; OR MUST DETERMINE THAT TWO SUCH COMPETITIVE PROPOSALS DO NOT EXIST OR THAT IT WOULD BE IMPRACTICAL TO ELICIT OR CONSIDER SUCH COMPETITIVE PROPOSALS; AND (II) THE CORPORATION MUST DETERMINE THAT, NOTWITHSTANDING THE APPARENT CONFLICT, THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE BEST INTERESTS OF THE CORPORATION. A WRITTEN RECORD MUST BE MADE OF THESE DETERMINATIONS. FURTHERMORE, TRANSACTIONS THAT PRESENT PARTICULARLY SIGNIFICANT CONFLICTS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF PARTNERS, WHICH REVIEW IS ALSO DOCUMENTED. CONFLICTS OF COMMITMENT BY THE PARTNERS PRESIDENT AND CEO ARE ADDRESSED BY REQUIRING OUTSIDE ACTIVITIES TO BE APPROVED BY THE PARTNERS BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR ALL LISTED OFFICERS AND KEY EMPLOYEES EXCEPT THE SECRETARY. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 N/A FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH THE MASSACHUSETTS SECRETARY OF STATE AND THE FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL, ALL OF WHICH ARE OPEN TO PUBLIC INSPECTION. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLANS -1,374,614. 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