2016-08-15T09:18:36-05:00 2015-09-30 PricewaterhouseCoopers LLP 101 SEAPORT BOULEVARD Boston MA 02210 990 2014-10-01 463556853 BMC Health System Inc % SUNITA LAU BMCH 6176387901 ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 02118 RICHARD SILVERIA TREASURER 6176387901 2016-08-12 true PRICEWATERHOUSECOOPERS LLP P00641463 6175305000 2014 2016-09-27 15:27:22Z KATHLEEN E WALSH 88 EAST NEWTON STREET BOSTON MA 02118 51068 false X N/A X 2013 MA BMC Health System, Inc.'s mission is to provide governance, long-term strategic planning, and budgetary and financial assistance for Boston Medical Center and its affiliates. 11 10 0 13 0 0 0 0 0 0 51068 0 0 0 51068 0 0 0 0 0 2630662 0 0 0 0 6186751 0 8817413 0 -8766345 0 64009769 0 9861095 0 54148674 BMC HEALTH SYSTEM, INC.'S MISSION IS TO PROVIDE GOVERNANCE, LONG-TERM STRATEGIC PLANNING, AND BUDGETARY AND FINANCIAL ASSISTANCE FOR BOSTON MEDICAL CENTER CORPORATION AND OTHER AFFILIATES THAT SHARE THEIR MISSION TO SUPPORT BOSTON MEDICAL CENTER CORPORATION. false false 8805053 SINCE ITS FORMATION ON JULY 1, 2013, BMC HEALTH SYSTEM, INC. HAS, IN ACCORDANCE WITH ITS MISSION, PROVIDED GOVERNANCE, STRATEGIC PLANNING, AND BUDGETARY ASSISTANCE FOR BOSTON MEDICAL CENTER CORPORATION AND OTHER AFFILIATES THAT SHARE AS THEIR MISSION SUPPORT OF BOSTON MEDICAL CENTER CORPORATION. 8805053 true false false false false false false false false false false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 0 0 0 false false false false false false false false false false X 11 10 true false false false false false false true true false false true true true true true true false false false MA X SUNITA LAU 6174141625 88 EAST NEWTON STREET BOSTON MA 02118 EDMOND ENGLISH TRUSTEE/CHAIR 1.0 1.0 X X 0 0 0 KATHLEEN E WALSH PRESIDENT/TRUSTEE 1.0 52.5 X X 0 1317740 92188 DAVID AMENT TRUSTEE 1.0 2.0 X 0 0 0 JACK CRADOCK TRUSTEE (UNTIL 02/01/15) 1.0 2.0 X 0 0 0 WILLIAM R CREEVY MD TRUSTEE 1.0 1.0 X 0 0 0 PEGGY KOENIG TRUSTEE 1.0 1.0 X 0 0 0 MARK NUNNELLY TRUSTEE 1.0 1.0 X 0 0 0 DAVID PASSAFARO TRUSTEE (UNTIL 08/11/15) 1.0 1.0 X 0 0 0 JAMES PHALEN TRUSTEE 1.0 1.0 X 0 0 0 MARTHA SAMUELSON TRUSTEE 1.0 1.0 X 0 0 0 RICHARD SLIFKA TRUSTEE 1.0 1.0 X 0 0 0 RAYMOND HAMMOND MD TRUSTEE 1.0 0.0 X 0 0 0 MANUEL LOPES TRUSTEE (AS OF 03/10/15) 1.0 2.0 X 0 0 0 RICHARD SILVERIA TREASURER 1.0 53.5 X 0 610528 79929 DAVID BECK CLERK 1.0 52.5 X 0 414645 60431 0 2342913 232548 0 false true false OCHIN INC 1881 SW NAITO PARKWAY PORTLAND OR 97201 CONSULTING 2131013 MCKINSEY COMPANY INC 2711 CENTERVILLE ROAD STE 400 WILMINGTON DE 19808 PROF. SERVICES 1670000 KAUFMAN HALL ASSOCIATES 5202 OLD ORCHARD RD STE N700 SKOKIE IL 60077 FINANCIAL ANALYSIS 1300722 MANATT PHELPS PHILLIP 11355 W OLYMPIC BOULEVARD LOS ANGELES CA 90064 LEGAL SERVICES 301916 PRICEWATERHOUSECOOPERS 3109 W DRMARTIN LUTHER KING JR TAMPA FL 33607 PROF. SERVICES 278784 5 0 0 51068 51068 0 0 0 0 0 0 0 0 0 0 51068 51068 0 0 0 0 0 0 2270014 2270014 0 360648 360648 0 0 88905 88905 12360 12360 0 0 0 3953393 3953393 0 0 0 0 0 0 0 0 0 0 0 1000000 1000000 OTHER SUPPORT SERVICES 607498 607498 TAXES 35 35 BANK FEES AND INTEREST 18 18 PHYSICIAN SERVICES 524542 524542 8817413 8805053 12360 0 0 0 0 28395734 0 0 0 30948499 0 0 0 0 0 4665536 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 64009769 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9861095 0 9861095 X 0 54148674 0 0 0 0 0 54148674 0 64009769 X -8766345 1516573 61398446 X false true X true false X X X 1 BOSTON MEDICAL CENTER 043314093 3 true 0 0 1 true false false false false false false false false false false false false false false false SCHEDULE A, PART IV, SECTION C, LINE 1 BMC HEALTH SYSTEM is both supervised and controlled in connection with Boston Medical Center Corporation, THE SUPPORTED ORGANIZATION, because: (a) all of the Corporations officers are also officers of Boston Medical Center Corporation serving in the same roles; and (b) 10 of the Corporations 13 TRUSTEES are also TRUSTEES of Boston Medical Center Corporation. By reason of the foregoing relationship, the Corporation and its TRUSTEES and officers are responsive to the needs and requirements of Boston Medical Center Corporation and related 501(c)(3) organizations that share as their mission support of Boston Medical Center Corporation. 0 DUE TO BACO 607498 DUE TO BMC 6055693 DUE TO FPF 3197904 9861095 SCHEDULE D, PART X, LINE 2: THE ORGANIZATION'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. false true false false false false false false false KATHLEEN E WALSH PRESIDENT/TRUSTEE 0 990455 0 289625 0 37660 0 86467 0 5721 0 1409928 0 0 RICHARD SILVERIA TREASURER 0 501614 0 105506 0 3408 0 48600 0 31329 0 690457 0 0 DAVID BECK CLERK 0 347851 0 63656 0 3138 0 40000 0 20431 0 475076 0 0 SCHEDULE J, PART I, LINE 3 BMC HEALTH SYSTEM, INC. RELIED ON BOSTON MEDICAL CENTER (BMC), A RELATED ORGANIZATION OF BMC HEALTH SYSTEM, INC., TO ESTABLISH ITS PRESIDENT/CEO'S COMPENSATION. ALL METHODS INCLUDED ON LINE 3 ARE UTILIZED BY BMC TO ESTABLISH THE PRESIDENT/CEO'S COMPENSATION. SCHEDULE J, PART I, LINE 4B BOSTON MEDICAL CENTER PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN EXECUTIVES. AMOUNTS ARE CREDITED TO PARTICIPANTS' ACCOUNTS EACH YEAR. PLAN AMOUNTS ARE SUBJECT TO FORFEITURE AND PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET, AS OUTLINED IN THE PLAN AGREEMENT. BOSTON MEDICAL CENTER MAINTAINS AN EXECUTIVE BENEFIT PLAN WHICH OFFERS PARTICIPATING EXECUTIVES THE OPTION OF ANNUALLY ALLOCATING BENEFIT DOLLARS TO A SUPPLEMENTAL RETIREMENT/PRE-TAX SAVINGS ACCOUNT. AMOUNTS VEST ON SPECIFIED DATES BASED ON CONTINUED EMPLOYMENT BUT NO LATER THAN THE EXECUTIVE'S 62ND BIRTHDAY. BMC PROVIDED A SEPARATE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO KATHLEEN E. WALSH, PRESIDENT AND CEO AS OF MARCH 1, 2010. PURSUANT TO THE TERMS OF THE AGREEMENT, certain amounts were credited to the President and CEO's account in prior years. THESE AMOUNTS ARE SUBJECT TO FORFEITURE AND PAYMENT WILL BE MADE ONLY IF CERTAIN CONDITIONS ARE MET, AS OUTLINED IN THE AGREEMENT. No amounts were accrued or vested under the plan in 2014. Form 990, Part VI, Section A, Line 2 DAVID PASSAFARO KATHLEEN E. WALSH BUSINESS RELATIONSHIP EACH SERVES AS A DIRECTOR OF BOSTON MEDICAL CENTER INSURANCE COMPANY, LTD. WILLIAM R. CREEVY, MD DAVID BECK BUSINESS RELATIONSHIP - DAVID BECK SERVES AS OFFICER OF BOSTON UNIVERSITY ORTHOPAEDIC SURGICAL ASSOCIATES, INC. WHERE WILLIAM R. CREEVY, MD IS AN EMPLOYEE. CERTAIN OFFICERS AND DIRECTORS OF BMC Health System,Inc. ALSO SERVE AS OFFICERS AND DIRECTORS OF BOSTON MEDICAL CENTER, A RELATED ORGANIZATION. FORM 990, PART VI, LINE 11B BMC HEALTH SYSTEM, INC.'S FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS (PWC) AND REVIEWED BY BOSTON MEDICAL CENTER'S (BMC) AND BMC HEALTH SYSTEM'S INTERNAL MANAGEMENT. FOLLOWING THAT REVIEW, BMC'S INTERNAL MANAGEMENT AND PWC PRESENT THE FORM 990 TO THE AUDIT COMMITTEE FOR REVIEW AND COMMENT. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO THE FORM BEING FILED WITH THE IRS. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST QUESTIONNAIRES FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2015 WERE DISTRIBUTED BY BMC'S CORPORATE COMPLIANCE DEPARTMENT. THE CHIEF COMPLIANCE OFFICER OR HER DESIGNEE QUERIES TRUSTEES, OFFICERS AND DIRECTORS ON AT LEAST AN ANNUAL BASIS REGARDING RELATIONSHIPS THAT MAY CREATE POTENTIAL CONFLICTS OF INTEREST. THE CHIEF COMPLIANCE OFFICER OR HER DESIGNEE REVIEWS ALL DISCLOSURES AND DETERMINES WHETHER THERE ARE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHIEF COMPLIANCE OFFICER OR HER DESIGNEE INFORMS THE CHIEF LEGAL COUNSEL OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHIEF LEGAL COUNSEL ADVISES THE BOARD OF TRUSTEES AND OFFICERS OF THE CORPORATION ACCORDINGLY. FORM 990, PART VI, LINE 15 A&B THE OFFICERS ARE NOT COMPENSATED IN THEIR CAPACITY AS OFFICERS OF BMC HEALTH SYSTEM, INC. THE PRESIDENT, TREASURER AND CLERK ARE ALSO EMPLOYEES OF BOSTON MEDICAL CENTER ("BMC"), FOR WHICH THEY ARE COMPENSATED. THEREFORE, THEIR COMPENSATION AND BENEFITS ARE DETERMINED BY BMC. FORM 990, PART VI, LINE 19 BMC HEALTH SYSTEM, INC. DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS PUBLICLY AVAILABLE. HOWEVER, THE ARTICLES OF THE ORGANIZATION ARE POSTED ON THE SECRETARY OF THE COMMONWEALTH'S WEBSITE. FORM 990, PART XI, LINE 9 NET ASSET TRANSFER TO/FROM BMC HEALTH SYSTEM $12,000,000 NET ASSET TRANSFER FROM AFFILIATE TO BMC HEALTH SYSTEM $49,398,446 -------------- TOTAL $61,398,446 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:3953393 BOSTON MEDICAL CENTER CORPORATION 88 EAST NEWTON STREET BOSTON MA 02118 043314093 HEALTHCARE MA 501(C)(3) 3 BMCHS true BOSTON MEDICAL CENTER HEALTH PLAN INC 2 COPLEY PLACE STE 600 BOSTON MA 02116 043373331 INSURANCE MA 501(C)(3) 11 A-I BMCHS true BMC INSURANCE CO LTD OF VERMONT PO BOX 530 100 BANK STREET BURLINGTON VT 05401 201810549 INSURANCE VT 501(C)(3) 11 A-I BMC true Boston University AffIL Physicians Inc 660 HARRISON AVE BOSTON MA 02118 043218267 HEALTHCARE MA 501(C)(3) 3 BMC true UNIVER DEVELOPMENT FOUNDATION INC 88 EAST NEWTON STREET BOSTON MA 02118 043101957 REAL ESTATE MA 501(C)(3) 11 A-I BMC true BMC NAB BUS TR 85 CONCORD ST BOSTON MA 02118 266368869 PROPERTY MGMT MA NA N/A BMC INSURANCE COMPANY LTD 10 MAIN STREET GRAND CAYMAN CJ 980375219 INSURANCE CJ NA C CORP true CHARITABLE REMAINDER TRUST (3) SUPPORT MA NA TRUST true false false false false false false false false false false false false false false false false false false true BOSTON MEDICAL CENTER CORPORATION S 12000000 CASH