FURP.ORG / PUBLIC DATA EXPLORER

JORDAN PHYSICIAN ASSOCIATES INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JORDAN PHYSICIAN ASSOCIATES INC (EIN 04-3228556)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-08-12
IRS object ID
201642259349303844
Schema version
2014v6.0
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)
Return2016-08-12T16:33:45-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

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 Begin2014-10-01TaxPeriodBeginDt

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
Signature2016-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2016-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

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$17,413,949GrossReceiptsAmt
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 O.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$35,610TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$16,390NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$18,320,081PYProgramServiceRevenueAmt
CY Program Service Revenue$16,863,729CYProgramServiceRevenueAmt
PY Investment Income$1,101PYInvestmentIncomeAmt
CY Investment Income-$1,106CYInvestmentIncomeAmt
PY Other Revenue$316,721PYOtherRevenueAmt
CY Other Revenue$499,365CYOtherRevenueAmt
PY Total Revenue$18,637,903PYTotalRevenueAmt
CY Total Revenue$17,361,988CYTotalRevenueAmt
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$16,700,259PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,519,998CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,407,237PYOtherExpensesAmt
CY Other Expenses$22,050,865CYOtherExpensesAmt
PY Total Expenses$22,107,496PYTotalExpensesAmt
CY Total Expenses$23,570,863CYTotalExpensesAmt
PY Revenues Less Expenses-$3,469,593PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,208,875CYRevenuesLessExpensesAmt
Total Assets BOY$4,731,528TotalAssetsBOYAmt
Total Assets EOY$6,234,045TotalAssetsEOYAmt
Total Liabilities BOY$2,373,461TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,155,501TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,358,067NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,078,544NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,143,880ExpenseAmt
Revenue$15,432,206RevenueAmt
DescSEE SCHEDULE O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,895,278ExpenseAmt
Revenue$1,895,278RevenueAmt
DescSEE SCHEDULE O.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,285,830ExpenseAmt
DescSEE SCHEDULE O.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$20,324,988TotalProgramServiceExpensesAmt
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 Document57IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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
Form8282 Filed0Form8282FiledCnt
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 Member1IndependentVotingMemberCnt
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JASON RADZEVICHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5087462000PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CHEN MD WENLIANG
TRUSTEE, SURGEON60.00Yes (X)$497,763$0$57,660
COUGHLIN KEVIN
TRUSTEE, SVP SYS DEV1.00Yes (X)$0$96,293$7,24359.00
HINKLEY CLARK
CHAIR, TRUSTEE1.00Yes (X)$0$0$011.00
HOLDEN PETER J
PRES, CEO, TRUSTEE (EX-OFF)12.00Yes (X)$169,093$676,369$33,94053.00Yes (X)
KOHLER MD ULRIKE
TRUSTEE, INTERNIST60.00Yes (X)$235,353$0$44,079
PASKOWSKI DC IAN
TRUSTEE, CHIROPRACTOR60.00Yes (X)$168,122$0$25,728
NORRIS DENISE
CLERK & EXEC ASST8.00$15,855$63,421$25,89032.00Yes (X)
RADZEVICH JASON
TREASURER, CFO, VP FIN12.00$45,729$323,089$19,48848.00Yes (X)
RUTHERFORD RON
VP & CIO12.00$46,640$186,562$40,23348.00Yes (X)
JAMES DO SCOTT
VASCULAR SURGEON60.00$560,878$0$26,230Yes (X)
TIERNEY DO MATTHEW
LAPROSCOPIC SURGEON60.00$471,662$0$55,160Yes (X)
KOOMEY MD JAMES M
MEDICAL ONCOLOGIST60.00$314,106$0$52,660Yes (X)
WHITE MD DEBRA HOLIK
MEDICAL ONCOLOGIST60.00$286,236$0$50,805Yes (X)
HARVEY MD KYLE
SURGEON60.00$296,212$0$40,435Yes (X)
IANNONI JOSEPH
FORMER TREASURER, CFO12.00$171,717$686,872$94,98648.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,279,366TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,032,606TotReportableCompRltdOrgAmt
Total Other Compensation$574,537TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ASSOCIATED PHYSICIANS OF HFMP
PO BOX 414977BOSTONMA022414977PHYSICIAN SERVICES$14,194,498
AFFILIATED PHYSICIAN GROUP
464 HILLSIDE AVE ST 301NEEDHAMMA02494PHYSICIAN SERVICES$3,876,665
ATHENA HEALTH
PO BOX 415615BOSTONMA022415615IT CONSULTING$827,837
ECLINICAL WORKS
2 TECHNOLOGY DRIVEWESTBOROUGHMA01581IT SERVICES$187,088
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SPECIALTY CARE621400$14,968,451$14,968,451
HOSPITALISTS621110$1,895,278$1,895,278
FieldValueIRS element (for citing)
Total Program Service Revenue$16,863,729TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$935TotalRevenueColumnAmt
Exclusion$935ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$43,776RealAmt
Personal$2,500PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$49,920RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$6,144RealAmt
Personal$2,500PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,644TotalRevenueColumnAmt
Unrelated Business Revenue-$3,644UnrelatedBusinessRevenueAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$2,041OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$2,041OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,041TotalRevenueColumnAmt
Exclusion-$2,041ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEDICAL REFUND/REBATES900099$293,330$293,330
MISCELLANEOUS REVENUE900099$170,425$170,425
MED DIR ADVISORY FEE900099$39,254$39,254
FieldValueIRS element (for citing)
Other Revenue Total$503,009OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,361,988TotalRevenueColumnAmt
Related Or Exempt Func Income$17,327,484RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$35,610UnrelatedBusinessRevenueAmt
Exclusion-$1,106ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,329,284TotalAmt
Program Services$1,056,048ProgramServicesAmt
Management And General$273,236ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$190,714TotalAmt
Program Services$190,714ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,468,467TotalAmt
Management And General$1,468,467ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,125TotalAmt
Management And General$3,125ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,663TotalAmt
Management And General$14,663ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,856,075TotalAmt
Program Services$16,047,840ProgramServicesAmt
Management And General$808,235ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$918,496TotalAmt
Program Services$502,793ProgramServicesAmt
Management And General$415,703ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,321,972TotalAmt
Program Services$1,064,340ProgramServicesAmt
Management And General$257,632ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$32,806TotalAmt
Program Services$29,089ProgramServicesAmt
Management And General$3,717ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$57,649TotalAmt
Program Services$57,649ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$362,129TotalAmt
Program Services$362,129ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$928,371TotalAmt
Program Services$928,371ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUESDesc
Total$87,112TotalAmt
Program Services$86,015ProgramServicesAmt
Management And General$1,097ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,570,863TotalAmt
Program Services$20,324,988ProgramServicesAmt
Management And General$3,245,875ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$345,576BOYAmt
EOY$332,069EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,772,112BOYAmt
EOY$1,779,423EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$24,877BOYAmt
EOY$21,748EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$36,252EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$29,863BOYAmt
EOY$295,024EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,033,742LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$554,995LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,254,262BOYAmt
EOY$3,478,747EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$304,838BOYAmt
EOY$290,782EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,731,528BOYAmt
EOY$6,234,045EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$811,647BOYAmt
EOY$747,386EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,561,814BOYAmt
EOY$2,408,115EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,373,461BOYAmt
EOY$3,155,501EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,358,067BOYAmt
EOY$3,078,544EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,358,067BOYAmt
EOY$3,078,544EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,731,528BOYAmt
EOY$6,234,045EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$6,208,875ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$6,929,352OtherChangesInNetAssetsAmt
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$16,141,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,048,516CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,239,599CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,615,956CurrentTaxYearMinus1YearAmt
Current Tax Year$17,327,484CurrentTaxYearAmt
Total$85,372,731TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,141,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,048,516CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,239,599CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,615,956CurrentTaxYearMinus1YearAmt
Current Tax Year$17,327,484CurrentTaxYearAmt
Total$85,372,731TotalAmt

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$85,372,731PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,409CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$252CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,101CurrentTaxYearMinus1YearAmt
Current Tax Year$935CurrentTaxYearAmt
Total$6,697TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,409CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$252CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,101CurrentTaxYearMinus1YearAmt
Current Tax Year$935CurrentTaxYearAmt
Total$6,697TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$20,846CurrentTaxYearMinus1YearAmt
Current Tax Year$35,610CurrentTaxYearAmt
Total$56,456TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,141,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,052,925CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,239,851CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,637,903CurrentTaxYearMinus1YearAmt
Current Tax Year$17,364,029CurrentTaxYearAmt
Total$85,435,884TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99930PublicSupportCY509Pct
Public Support PY5090.99970PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,075,323OtherCostOrOtherBasisAmt
Depreciation$219,076DepreciationAmt
Book Value$1,856,247BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,586,141OtherCostOrOtherBasisAmt
Depreciation$335,919DepreciationAmt
Book Value$1,250,222BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$372,278OtherCostOrOtherBasisAmt
Book Value$372,278BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,478,747TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ESTIMATED 3RD PARTY SETTLEMENT$370,612
DUE TO RELATED PARTIES$1,678,006
OTHER CURRENT LIABILITIES$359,497
FieldValueIRS element (for citing)
Total Liability$2,408,115TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$233,793,319TotalRevEtcAuditedFinclStmtAmt
Other Revenue$216,381,411OtherRevenueAmt
Revenue Not Reported$216,381,411RevenueNotReportedAmt
Revenue Subtotal$17,411,908RevenueSubtotalAmt
Other Revenues Not Included-$49,920OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$49,920RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,361,988TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$233,823,876TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$210,203,093OtherExpensesIncludedAmt
Expenses Not Reported$210,203,093ExpensesNotReportedAmt
Expenses Subtotal$23,620,783ExpensesSubtotalAmt
Other Expenses Not Included-$49,920OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$49,920ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$23,570,863TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2: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 AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), BETH ISRAEL DEACONESS HOSPITAL - MILTON (BIDM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH (BIDP) 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 2015 OR 2014.
PART XI, LINE 2D - OTHER ADJUSTMENTS:NET TO ELIMINATIONS 216,381,411.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENT EXPENSE -49,920.
PART XII, LINE 2D - OTHER ADJUSTMENTS:NET TO ELIMINATIONS 210,203,093.
PART XII, LINE 4B - OTHER ADJUSTMENTS:RENT EXPENSE -49,920.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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 (12 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 MD WENLIANG
TRUSTEE, SURGEON$412,808$0$79,308$0$5,647$0$26,000$0$31,660$0$555,423$0$0$0
HOLDEN PETER J
PRES, CEO, TRUSTEE (EX-OFF)$111,671$446,683$23,715$94,860$33,707$134,826$2,080$8,320$4,708$18,832$175,881$703,521$0$0
KOHLER MD ULRIKE
TRUSTEE, INTERNIST$168,528$0$64,000$0$2,825$0$16,774$0$27,305$0$279,432$0$0$0
PASKOWSKI DC IAN
TRUSTEE, CHIROPRACTOR$167,787$0$0$0$335$0$6,290$0$19,438$0$193,850$0$0$0
RADZEVICH JASON
TREASURER, CFO, VP FIN$40,632$263,593$4,650$37,600$447$21,896$0$1,220$3,250$15,018$48,979$339,327$0$0
RUTHERFORD RON
VP & CIO$38,503$154,012$7,800$31,200$337$1,350$3,690$14,761$4,356$17,426$54,686$218,749$0$0
JAMES DO SCOTT
VASCULAR SURGEON$457,202$0$95,243$0$8,433$0$26,000$0$230$0$587,108$0$0$0
TIERNEY DO MATTHEW
LAPROSCOPIC SURGEON$378,423$0$87,038$0$6,201$0$26,000$0$29,160$0$526,822$0$0$0
KOOMEY MD JAMES M
MEDICAL ONCOLOGIST$307,986$0$0$0$6,120$0$26,000$0$26,660$0$366,766$0$0$0
WHITE MD DEBRA HOLIK
MEDICAL ONCOLOGIST$281,216$0$0$0$5,020$0$26,000$0$24,805$0$337,041$0$0$0
HARVEY MD KYLE
SURGEON$292,400$0$0$0$3,812$0$26,000$0$14,435$0$336,647$0$0$0
IANNONI JOSEPH
FORMER TREASURER, CFO$19,678$78,713$9,866$39,466$142,173$568,693$18,000$72,000$997$3,989$190,714$762,861$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BAS NOTED IN THIS FILING, MR. JOSEPH IANNONI SERVED AS VICE PRESIDENT OF FINANCE AND CHIEF FINANCIAL OFFICER FOR BID-PLYMOUTH, JHSI AND JPA THROUGH FEBRUARY 18, 2014 AND BECAME ELIGIBLE FOR CERTAIN SALARY CONTINUATION PAYMENTS ON LEAVING THESE ROLES AS NOTED IN MORE DETAIL IN THE DISCLOSURES BELOW. 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, 2015 IS CALENDAR YEAR 2014 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 2014 CALENDAR YEAR, JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED AN IRC SECTION 457(B) PLAN PURSUANT TO WHICH THE ELIGIBLE EMPLOYEE COULD DEFER PART OF HIS COMPENSATION. THIS PLAN IS 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 AND AMOUNTS PAID OUT TO THE PARTICIPANT 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 ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. DISTRIBUTIONS FROM THESE PLANS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL DETAIL IS INCLUDED BELOW IN THE ADDITIONAL EXPLANATORY FOOTNOTES TO THIS FORM 990 SCHEDULE J.
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.
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. 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; 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 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. CHEN, M.D., WENLIANG TRUSTEE - JORDAN PHYSICIAN ASSOCIATES LAPAROSCOPIC SURGEON - 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 2014 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: 412,808 INCENTIVE COMPENSATION: 79,308 OTHER REPORTABLE COMPENSATION: 5,647 DEFERRED COMPENSATION: 26,000 NON-TAXABLE BENEFITS: 31,660 COUGHLIN, KEVIN TRUSTEE AND SENIOR VICE PRESIDENT, SYSTEMS DEVELOPMENT - JORDAN PHYSICIAN ASSOCIATES SENIOR VICE PRESIDENT, SYSTEMS DEVELOPMENT - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH SENIOR VICE PRESIDENT, SYSTEMS DEVELOPMENT - JORDAN HEALTH SYSTEMS, INC. MR. COUGHLIN'S TERM BEGAN SEPTEMBER 2, 2014. MR. COUGHLIN 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 2014 CALENDAR YEAR, MR. COUGHLIN PERFORMED SERVICES FOR BID-PLYMOUTH AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, MR. COUGHLIN'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 96,282 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 11 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 7,243 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 12 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 - JORDAN HEALTH SYSTEMS, INC. MR. HOLDEN 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 2014 CALENDAR YEAR, MR. HOLDEN PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF MR. HOLDEN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 111,671 INCENTIVE COMPENSATION: 23,715 OTHER REPORTABLE COMPENSATION: 33,707 DEFERRED COMPENSATION: 2,080 NON-TAXABLE BENEFITS: 4,708 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 446,683 INCENTIVE COMPENSATION: 94,860 OTHER REPORTABLE COMPENSATION: 134,826 DEFERRED COMPENSATION: 8,320 NON-TAXABLE BENEFITS: 18,832 OTHER REPORTABLE COMPENSATION FOR MR. HOLDEN INCLUDES A DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $138,780 AND A DEFERRAL UNDER A 457(B) PLAN IN THE AMOUNT OF $16,161. 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 2014 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: 168,528 INCENTIVE COMPENSATION: 64,000 OTHER REPORTABLE COMPENSATION: 2,825 DEFERRED COMPENSATION: 16,774 NON-TAXABLE BENEFITS: 27,305 PASKOWSKI, D.C., IAN TRUSTEE - JORDAN PHYSICIAN ASSOCIATES CHIROPRACTOR AND SPINE CARE - JORDAN PHYSICIAN ASSOCIATES DR. PASKOWSKI DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2014 CALENDAR YEAR, DR. PASKOWSKI PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY BID-PLYMOUTH. AS REQUIRED BY THIS FORM 990, DR. PASKOWSKI'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 167,787 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 335 DEFERRED COMPENSATION: 6,290 NON-TAXABLE BENEFITS: 19,438 NORRIS, DENISE CLERK AND EXECUTIVE ASSISTANT - JORDAN PHYSICIAN ASSOCIATES EXECUTIVE ASSISTANT AND CONTRACT SPECIALIST - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH MS. NORRIS DEVOTES, ON AVERAGE, A COMBINED 40 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND BID-PLYMOUTH FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2014 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: 13,445 INCENTIVE COMPENSATION: 2,400 OTHER REPORTABLE COMPENSATION: 10 DEFERRED COMPENSATION: 437 NON-TAXABLE BENEFITS: 4,741 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 53,781 INCENTIVE COMPENSATION: 9,600 OTHER REPORTABLE COMPENSATION: 40 DEFERRED COMPENSATION: 1,746 NON-TAXABLE BENEFITS: 18,966 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. FORMER VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS HOSPITAL - MILTON FORMER VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER - MILTON HOSPITAL FOUNDATION FORMER CHIEF FINANCIAL OFFICER - COMMUNITY PHYSICIANS ASSOCIATES MR. RADZEVICH RESIGNED FROM HIS POSITIONS AS VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER AT BID-MILTON AND THE MILTON HOSPITAL FOUNDATION AND AS CHIEF FINANCIAL OFFICER AT COMMUNITY PHYSICIANS ASSOCIATES EFFECTIVE APRIL 1, 2014. MR. RADZEVICH COMMENCED HIS POSITIONS AS VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER AT JPA, BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS INC. ON MAY 5, 2014. AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THIS FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2015 REPRESENTS PAYMENTS MADE TO MR. RADZEVICH BY BID-MILTON AND JHSI DURING THE CALENDAR YEAR 2014. MR. RADZEVICH DEVOTED TO HIS FORMER POSITIONS AND NOW DEVOTES TO HIS CURRENT POSITIONS, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 162,527 INCENTIVE COMPENSATION: 18,600 OTHER REPORTABLE COMPENSATION: 1,788 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 13,000 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 40,632 INCENTIVE COMPENSATION: 4,650 OTHER REPORTABLE COMPENSATION: 447 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 3,250 PAYMENTS REPORTED BY BID-MILTON: BASE COMPENSATION: 101,066 INCENTIVE COMPENSATION: 19,000 OTHER REPORTABLE COMPENSATION: 20,108 DEFERRED COMPENSATION: 1,220 NON-TAXABLE BENEFITS: 2,018 RUTHERFORD, RON VICE PRESIDENT AND CHIEF INFORMATION OFFICER - JORDAN PHYSICIAN ASSOCIATES
HEDULE J EXPLANATORY FOOTNOTES (CONTINUED)VICE PRESIDENT AND CHIEF INFORMATION OFFICER - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH VICE PRESIDENT AND 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 2014 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: 38,503 INCENTIVE COMPENSATION: 7,800 OTHER REPORTABLE COMPENSATION: 337 DEFERRED COMPENSATION: 3,690 NON-TAXABLE BENEFITS: 4,356 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 154,012 INCENTIVE COMPENSATION: 31,200 OTHER REPORTABLE COMPENSATION: 1,350 DEFERRED COMPENSATION: 14,761 NON-TAXABLE BENEFITS: 17,426 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 2014 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: 457,202 INCENTIVE COMPENSATION: 95,243 OTHER REPORTABLE COMPENSATION: 8,433 DEFERRED COMPENSATION: 26,000 NON-TAXABLE BENEFITS: 230 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 2014 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: 378,423 INCENTIVE COMPENSATION: 87,038 OTHER REPORTABLE COMPENSATION: 6,201 DEFERRED COMPENSATION: 26,000 NON-TAXABLE BENEFITS: 29,160 KOOMEY, M.D., JAMES M. MEDICAL ONCOLOGIST - JORDAN PHYSICIAN ASSOCIATES DR. KOOMEY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2014 CALENDAR YEAR, DR. KOOMEY PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. KOOMEY'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 307,986 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,120 DEFERRED COMPENSATION: 26,000 NON-TAXABLE BENEFITS: 26,660 WHITE, M.D., DEBRA HOLIK MEDICAL ONCOLOGIST - JORDAN PHYSICIAN ASSOCIATES DR. WHITE DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2014 CALENDAR YEAR, DR. WHITE PERFORMED SERVICES FOR JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. WHITE'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 281,216 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,020 DEFERRED COMPENSATION: 26,000 NON-TAXABLE BENEFITS: 24,805 HARVEY, M.D., KYLE PHYSICIAN, GENERAL SURGERY - JORDAN PHYSICIAN ASSOCIATES DR. HARVEY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2014 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: 292,400 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,812 DEFERRED COMPENSATION: 26,000 NON-TAXABLE BENEFITS: 14,435 IANNONI, JOSEPH FORMER VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER - JORDAN PHYSICIAN ASSOCIATES FORMER VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH FORMER VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER - JORDAN HEALTH SYSTEMS, INC. MR. IANNONI RESIGNED FROM THE ABOVE ROLES EFFECTIVE FEBRUARY 18, 2014. MR. IANNONI DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE 2014 CALENDAR YEAR, MR. IANNONI PERFORMED SERVICES FOR BID-PLYMOUTH, JHSI AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF MR. IANNONI'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 19,678 INCENTIVE COMPENSATION: 9,866 OTHER REPORTABLE COMPENSATION: 142,173 DEFERRED COMPENSATION: 18,000 NON-TAXABLE BENEFITS: 997 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 78,713 INCENTIVE COMPENSATION: 39,466 OTHER REPORTABLE COMPENSATION: 568,693 DEFERRED COMPENSATION: 72,000 NON-TAXABLE BENEFITS: 3,989 OTHER REPORTABLE AND DEFERRED COMPENSATION INCLUDES A 457(F) PLAN DISTRIBUTION OF $410,123, WHICH INCLUDED $90,000 OF WHICH WAS REPORTABLE ON PREVIOUS FORM 990 AS DEFERRED COMPENSATION, AND SALARY CONTINUATION PAYMENTS OF $298,732 AND $90,000 OF EMPLOYER CONTRIBUTIONS TO A 457(F) PLAN.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 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 4ASPECIALTY 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 138,294 VISITS TO PATIENTS IN THE COMMUNITIES THEY SERVE.
FORM 990, PART III, LINE 4BHOSPITALISTS HOSPITALISTS ARE PHYSICIANS WHO SPECIALIZE IN THE CARE OF THE HOSPITALIZED PATIENT AND THESE PHYSICIANS PROVIDE PATIENT CONTINUITY OF CARE FOR JPA PATIENTS WHEN THEY ARE IN THE HOSPITAL. THEIR EXCLUSIVE FOCUS IS PROVIDING THE BEST PATIENT CARE FOR THE PATIENT DURING A HOSPITAL STAY. HOSPITALISTS ARE IN THE HOSPITAL THROUGHOUT THE DAY AND CAN QUICKLY FOLLOW UP ON PATIENT PROGRESS AND TEST RESULTS AND COMMUNICATE WITH THE PATIENT ON A ROUTINE BASIS WHILE HOSPITALIZED. THEY COORDINATE TREATMENT OF HOSPITALIZED PATIENTS BY COMMUNICATING WITH THE PATIENT'S PRIMARY CARE PHYSICIAN AS WELL AS ENSURING COORDINATION WITH ANY REQUIRED SPECIALISTS DURING A PATIENT'S HOSPITAL STAY.
FORM 990, PART III, LINE 4CPRIMARY 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 32,462 VISITS TO PATIENTS IN THE COMMUNITIES THEY SERVE.
QUESTION 12 AND 12A - STATEMENT RE AUDITED FINANCIAL STATEMENTSTHE 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, 2015. 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 AFFILIATED PHYSICIANS GROUP (APG)), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), 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.
QUESTION 7G CONTRIBUTIONS OF INTELLECTUAL PROPERTYJORDAN PHYSICIAN ASSOCIATES DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
QUESTION 7H CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLESJORDAN 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 2AS 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 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 AND A SUPPORT ORGANIZATION 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 6THE 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 7APURSUANT 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.
FORM 990, PART VI, SECTION A, LINE 7BIN 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 B, LINE 11PRIOR 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 12AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS, INC. (JHSI) SERVES AS IS 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 PROVIDES A SUMMARY OF POSITIVE RESPONSES TO BID-PLYMOUTH'S COMPLIANCE OFFICER 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, 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.
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 19THE 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 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,240,447. MANAGEMENT AND GENERAL EXPENSES 28,371. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,268,818. REIMBURSEMENT FOR PHYSICIAN/SPECIALIST SERVICES BY APHMFP AT JPA: PROGRAM SERVICE EXPENSES 13,807,393. MANAGEMENT AND GENERAL EXPENSES 779,864. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,587,257.
FORM 990, PART XI, LINE 9:NET TRANSFERS FROM AFFILIATES 6,929,352.
FORM 990 PART XII QUESTION 2B, 2C AND 2DAS PREVIOUSLY REPORTED IN THIS FILING, JORDAN PHYSICIAN ASSOCIATES (JPA) IS AN AFFILIATE OF BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BIDP), AND BOTH ARE PUBLIC CHARITIES EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ALSO AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER, A TERTIARY CARE ACADEMIC MEDICAL CENTER, FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, AN ENTITY EXEMPT FROM INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IS THE SOLE MEMBER OF BIDP AND JORDAN HEALTH SYSTEMS INC (JHSI). JHSI IS THE SOLE MEMBER OF JPA. THE FINANCIAL RECORDS OF BIDP, JHSI AND JPA ARE AUDITED EACH YEAR AS PART OF THE BIDMC CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS, AND FOR THE PERIOD COVERED BY THIS FILING THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THESE FINANCIAL STATEMENTS. THIS PROCESS IS MONITORED AND REVIEWED INTERNALLY BY BOTH THE BIDMC AND BIDP COMPLIANCE, AUDIT AND RISK COMMITTEES.
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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVEBOSTONMA02215320058309TO PROVIDE EMERGENCY MEDICAL SERVICESMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042997215SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
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 11A, 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 11A, IHMFP AT BIDMC0
BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043030397SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215204974585SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
110 FRANCIS STREETBOSTONMA02215020671240SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI DEACONESS HOSPITAL - NEEDHAM INC
148 CHESTNUT STNEEDHAMMA02492043229679HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)LINE 3BETH ISRAEL DEACONESS MEDICAL CENTER INC0
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVEBOSTONMA02215042103881THE OPERAION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MAMA501(C)(3)LINE 3CAREGROUP INC0
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
300 LONGWOOD AVEBOSTONMA02215043200113OUTPATIENT AMBULATORY CARE CENTER IN LEXINGTON, MAMA501(C)(3)LINE 11A, I0N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042794855SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043117601SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215222548374SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042571853SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
LONGWOOD MEDICAL INTL FOUNDATION
185 PILGRIM ROAD BOSTBOSTONMA02215043208878INACTIVE CORPORATIONMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
CAREGROUP INC
109 BROOKLINE AVEBOSTONMA02215222629185OVERSEE FINCIAL HEALTH OF AFFILIATESMA501(C)(3)LINE 11D, III-O0N/A
CARL J SHAPIRO INSTITUTE
330 BROOKLINE AVEBOSTONMA02215043326928DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCHMA501(C)(3)LINE 11A, I0N/A
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
C/O HARVARD MED SCH 401 PARK DRBOSTONMA02215043242952SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
MED CARE OF BOSTON MGMT CORP DBA AFFILIATED PHYS GROUP
400 HUNNEWELL STNEEDHAMMA02494042810972OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICESMA501(C)(3)LINE 9BETH ISRAEL DEACONESS MEDICAL CENTER INC0
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STCAMBRIDGEMA02138042103606HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONSMA501(C)(3)LINE 3CAREGROUP INC0
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STCAMBRIDGEMA02138043026897OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICESMA501(C)(3)LINE 11A, IMOUNT AUBURN HOSPITAL0
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
RIVERBROOK CORPORATION
109 BROOKLINE AVEBOSTONMA02215042828955TO HOLD TITLE TO PROPERTY FOR CAREGROUP, INC.MA501(C)(2)CAREGROUP INC0
HARVARD MEDICAL COLLABORATIVE INC
25 SHATTUCK STBOSTONMA02215043476764COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMSMA501(C)(3)LINE 11A, 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 90N/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 11A, 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 11A, IBETH ISRAEL DEACONESS MEDICAL CENTER INC0
JORDAN PHYSICIANS ASSOCIATES INC
275 SANDWICH STPLYMOUTHMA02360043228556OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)LINE 9JORDAN 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 11A, IHMFP AT BIDMC0
CAREGROUP PARMENTER HOME CARE & HOSPICE INC
330 MT AUURN STCAMBRIDGEMA02138473111453HOME CARE & HOSPICEMA501(C)(3)LINE 11A, IMOUNT AUBURN HOSPITAL0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
ADVANCED VASCULAR CARE LLC
375 LONGWOOD AVEBOSTONMA02215261647880TO PROVIDE MEDICAL SUPPORT SERVICESMAN/A
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
BIDCO HOSPITAL LLC
ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090461643790COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
CAREGROUP CLINICAL RESEARCH LLC
109 BROOKLINE AVENUEBOSTONMA02215300228711TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIPMAN/A
CAREGROUP INVESTMENT PARTNERSHIP LLP
109 BROOKLINE AVENUEBOSTONMA02215043278109INVESTMENT PARTNERSHIPMAN/A
CHARLTON MRI SERVICES LLC
330 BROOKLINE AVENUEBOSTONMA02215264662778PROVISION OF PATIENT CARE SERVICESMAN/A
PHYSICIAN PROFESSIONAL SERVICES LLP
10 CABOT ROADMEDFORDMA02215043275078TO PROVIDE MEDICAL BILLING SERVICESMAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
ANESTHESIA FINANCIAL SOLUTIONS INC
330 BROOKLINE AVEBOSTONMA02215043571311INACTIVE CORPORATIONMAN/AC0
JORDAN COMMUNITY ACO INC
275 SANDWICH STPLYMOUTHMA02360454047430COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTHMAN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd