CAREGROUP INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAREGROUP INC (EIN 22-2629185)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201422269349302147
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T12:07:51-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 117531681 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222629185 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREGROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARE | NameControl |
| Phone | 6176671715 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 BROOKLINE AVENUE NO 300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN T SZUM | Name |
| Title | EXECUTIVE VP AND CFO | Title |
| Phone | 6176671715 | Phone |
| Date Signed | 2014-08-04 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE KAWECKI | Name |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN T SZUM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 BROOKLINE AVENUE NO 300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15372606 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CAREGROUP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1495602 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11919654 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11877516 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 321568 | InvestmentIncomePriorYear |
| Investment Income Current Year | 528927 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2558541 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2966163 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14799763 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15372606 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5014295 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5172320 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9781247 | OtherExpensePriorYear |
| Other Expenses Current Year | 11019676 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14795542 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16191996 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4221 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -819390 | RevenuesLessExpensesCY |
| Total Assets BOY | 86975019 | TotalAssetsBOY |
| Total Assets EOY | 87250456 | TotalAssetsEOY |
| Total Liabilities BOY | 73638754 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73790792 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13336265 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13459664 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15152984 | Expense |
| Revenue | 13359312 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 15152984 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 1 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T SZUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176671881 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 BROOKLINE AVENUE SUITE 300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| BARKER ESQ THOMAS R | |||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||||
| BUFFERD ALLAN | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | 2.00 | |||
| DOWN JAMES W | |||||||||
| DIRECTOR | 6.00 | X | 0 | 0 | 0 | ||||
| GEBHARDT MD MARK C | |||||||||
| DIRECTOR (EX-OFFICIO) | 2.00 | X | 0 | 721509 | 84485 | 63.00 | |||
| GOLDSTEIN ALAN R | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | 5.00 | |||
| GREEN ESQ KAREN F | |||||||||
| DIRECTOR | 6.00 | X | 0 | 0 | 0 | ||||
| HESTNES ESQ HAROLD | |||||||||
| DIRECTOR & VICE-CHAIR | 6.00 | X | 0 | 0 | 0 | ||||
| KAY STEPHEN B | |||||||||
| DIRECTOR (EX-OFFICIO) | 1.00 | X | 0 | 0 | 0 | 5.00 | |||
| MALONEY RICHARD J | |||||||||
| DIRECTOR (EX-OFFICIO) | 2.00 | X | 0 | 0 | 0 | 5.00 | |||
| MELZER ROBERT M | |||||||||
| DIRECTOR & BOARD CHAIR | 5.00 | X | 0 | 0 | 0 | ||||
| NORKUS MICHAEL | |||||||||
| DIRECTOR | 6.00 | X | 0 | 0 | 0 | ||||
| SAAL MD A KIM | |||||||||
| DIRECTOR | 4.00 | X | 0 | 68125 | 0 | 10.00 | |||
| SIMONS THOMAS | |||||||||
| DIRECTOR (EX-OFFICIO) | 2.00 | X | 0 | 0 | 0 | 5.00 | |||
| STEVENSON HOWARD H | |||||||||
| DIRECTOR (EX-OFFICIO) | 2.00 | X | 0 | 0 | 0 | 2.00 | |||
| STRIEDER HELEN R | |||||||||
| DIRECTOR & BOARD CHAIR | 11.00 | X | 0 | 0 | 0 | ||||
| WILKINS JOHN P | |||||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| RICHLIN ESQ DEAN | |||||||||
| CLERK | 2.00 | 0 | 0 | 0 | X | ||||
| ROBLE ESQ DANIEL | |||||||||
| VP, GEN COUNSEL & CLERK | 60.00 | 292673 | 0 | 22617 | X | ||||
| SZUM JOHN | |||||||||
| EVP, CFO & TREASURER | 60.00 | 536650 | 0 | 138194 | X | ||||
| MONCREIFF JANE | |||||||||
| SVP, CHIEF INVEST OFFCR | 60.00 | 837645 | 0 | 52842 | X | ||||
| APPLEYARD JOSEPH | |||||||||
| FINANCE DIRECTOR | 60.00 | 144584 | 0 | 50723 | X | ||||
| BOWES GEOFFREY | |||||||||
| INVESTMENT ASSOCIATE | 60.00 | 164490 | 0 | 3200 | X | ||||
| CLOUGH JEANETTE G | |||||||||
| PRESIDENT & CEO, MAH | 60.00 | 991153 | 38496 | 885179 | X | ||||
| DONOVAN SHAWN | |||||||||
| VP - MARKETABLE SECURITIES | 60.00 | 429654 | 0 | 44117 | X | ||||
| WOLFSON KAREN | |||||||||
| DIR TAX/BOND COMP OFFCR | 60.00 | 158384 | 0 | 26534 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3555233 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 828130 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1307891 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | PAYROLL & BENEFITS | 5344747 |
| DELOITTE & TOUCHE | |||||
| 200 BERKELEY STREET | BOSTON | MA | 02116 | ACCOUNTING | 1633787 |
| KPMG LLP | |||||
| 3 CHESTNUT RIDGE ROAD | MONTVALE | NJ | 07645 | ACCOUNTING | 680060 |
| FOLEY HOAG LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | LEGAL | 232396 |
| FERGUSON PARTNERS LP | |||||
| 123 NORTH WACKER DRIVE | CHICAGO | IL | 60606 | STAFFING | 120471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT SERVICE FEE | 900099 | 8126544 | 8126544 |
| POOL LOAN PROGRAM | 900099 | 3750972 | 3750972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11877516 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5929 | TotalRevenueColumn |
| Unrelated Business Revenue | 7079 | UnrelatedBusinessRevenue |
| Exclusion | -$13,008 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 534856 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 534856 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 534856 | TotalRevenueColumn |
| Unrelated Business Revenue | 4156 | UnrelatedBusinessRevenue |
| Exclusion | $530,700 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT MANAGEMENT | Description |
| Business Code | 523000 | BusinessCode |
| Total Revenue Column | 2966163 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1481796 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1484367 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2966163 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15372606 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13359312 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1495602 | UnrelatedBusinessRevenue |
| Exclusion | $517,692 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1731481 | Total |
| Program Services | 1731481 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2356774 | Total |
| Program Services | 2356774 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204917 | Total |
| Program Services | 204917 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 704710 | Total |
| Program Services | 704710 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174438 | Total |
| Program Services | 174438 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439012 | Total |
| Management And General | 439012 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600000 | Total |
| Management And General | 600000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1895088 | Total |
| Program Services | 1895088 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21486 | Total |
| Program Services | 21486 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251317 | Total |
| Program Services | 251317 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91420 | Total |
| Program Services | 91420 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4485 | Total |
| Program Services | 4485 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3750972 | Total |
| Program Services | 3750972 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3499782 | Total |
| Program Services | 3499782 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 231965 | 231965 | 0 | 0 |
| DUES & SUBSCRIPTIONS | 224528 | 224528 | 0 | 0 |
| PARKING | 9530 | 9530 | 0 | 0 |
| STORAGE | 91 | 91 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16191996 | Total |
| Program Services | 15152984 | ProgramServices |
| Management And General | 1039012 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1517191 | BOY |
| EOY | 1289923 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1717850 | BOY |
| EOY | 1540072 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71130000 | BOY |
| EOY | 71130000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1002832 | BOY |
| EOY | 1103372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 125432 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 125432 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11136911 | BOY |
| EOY | 11603714 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 470235 | BOY |
| EOY | 583375 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86975019 | BOY |
| EOY | 87250456 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2508754 | BOY |
| EOY | 2660792 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71130000 | BOY |
| EOY | 71130000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73638754 | BOY |
| EOY | 73790792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13336265 | BOY |
| EOY | 13459664 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13336265 | BOY |
| EOY | 13459664 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86975019 | BOY |
| EOY | 87250456 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -819390 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 942789 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (7 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTRE | |||||
| 042103881 | 3 | 1 | 1 | 1 | $4,743,669 |
| BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM | |||||
| 043229679 | 3 | 1 | 1 | 1 | $282,083 |
| MOUNT AUBURN HOSPITAL | |||||
| 042103606 | 3 | 1 | 1 | 1 | $2,055,169 |
| NEW ENGLAND BAPTIST HOSPITAL | |||||
| 042103612 | 3 | 1 | 1 | 1 | $1,006,668 |
| HMFP AT BETH ISRAEL DEACONESS MEDICAL CENTRE | |||||
| 222768204 | 9 | 1 | 1 | 1 | $830,693 |
| MEDICAL CARE OF BOSTON MANAGEMENT CORP DBA AFFILIATED PHYSICIANS GROUP | |||||
| 042810972 | 9 | 1 | 1 | 1 | $96,887 |
| BETH ISRAEL DEACONESS HOSPITAL-MILTON INC | |||||
| 042103604 | 3 | 1 | 1 | 1 | $313,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 7 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 9328337 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $0 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | AS PREVIOUSLY NOTED, CAREGROUP IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC). OCCASIONALLY, BIDMC MAY HAVE ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF CAREGROUP, INC. AND OTHER AFFILIATED NETWORK ENTITIES. ADDITIONALLY, FROM TIME TO TIME CAREGROUP, INC. PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. TOTAL LOBBYING EXPENDITURES ON BEHALF OF CAREGROUP, INC. WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125432 | OtherCostOrOtherBasis |
| Depreciation | 125432 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAREGROUP INVESTMENT PARTNERSHIP | Description |
| Book Value | 11603714 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11603714 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 2656392000 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 2641554250 | OtherRevenues |
| Revenue Not Rptd F990 | 2641554250 | RevenueNotRptdF990 |
| Revenue Subtotal | 14837750 | RevenueSubtotal |
| Other Revenues Not Included | 534856 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 534856 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15372606 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2404736000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2388544004 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2388544004 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16191996 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16191996 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES NET OF ELIMINATIONS 2,641,554,250. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CAREGROUP INVESTMETN PARTNERSHIP GAINS/(LOSSES) 534,856. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES NET OF ELIMINATIONS 2,388,544,004. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | PROGRAM SERVICES | JOINTLY OWNED FOREIGN INSURANCE | 7087654 |
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | INVESTMENTS | 1568674 | |
| EAST ASIA & PACIFIC | 0 | 0 | INVESTMENTS | 21954 | |
| EUROPE | 0 | 0 | INVESTMENTS | 41828 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | 26901 | |
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | 13925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 8760936 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 8760936 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | FOREIGN FORMS | ReturnReference |
| Explanation | ALTHOUGH CAREGROUP WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8621, INFORMATION RETURN BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEBHARDT MD MARK C | ||||||||||||||
| DIRECTOR (EX-OFFICIO) | 0 | 704859 | 0 | 0 | 0 | 16650 | 0 | 59390 | 0 | 25095 | 0 | 805994 | 0 | 0 |
| ROBLE ESQ DANIEL | ||||||||||||||
| VP, GEN COUNSEL & CLERK | 290718 | 0 | 0 | 0 | 1955 | 0 | 0 | 0 | 22617 | 0 | 315290 | 0 | 0 | 0 |
| SZUM JOHN | ||||||||||||||
| EVP, CFO & TREASURER | 409886 | 0 | 78000 | 0 | 48764 | 0 | 107245 | 0 | 30949 | 0 | 674844 | 0 | 0 | 0 |
| MONCREIFF JANE | ||||||||||||||
| SVP, CHIEF INVEST OFFCR | 522396 | 0 | 250000 | 0 | 65249 | 0 | 12500 | 0 | 40342 | 0 | 890487 | 0 | 0 | 0 |
| APPLEYARD JOSEPH | ||||||||||||||
| FINANCE DIRECTOR | 133996 | 0 | 0 | 0 | 10588 | 0 | 22061 | 0 | 28662 | 0 | 195307 | 0 | 0 | 0 |
| BOWES GEOFFREY | ||||||||||||||
| INVESTMENT ASSOCIATE | 144399 | 0 | 20000 | 0 | 91 | 0 | 2896 | 0 | 304 | 0 | 167690 | 0 | 0 | 0 |
| CLOUGH JEANETTE G | ||||||||||||||
| PRESIDENT & CEO, MAH | 520763 | 0 | 421106 | 1018 | 49284 | 37478 | 443550 | 420950 | 20679 | 0 | 1455382 | 459446 | 0 | 0 |
| DONOVAN SHAWN | ||||||||||||||
| VP - MARKETABLE SECURITIES | 310855 | 0 | 85000 | 0 | 33799 | 0 | 12500 | 0 | 31617 | 0 | 473771 | 0 | 0 | 0 |
| WOLFSON KAREN | ||||||||||||||
| DIR TAX/BOND COMP OFFCR | 158175 | 0 | 0 | 0 | 209 | 0 | 18574 | 0 | 7960 | 0 | 184918 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | EXPLANATORY FOOTNOTES AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN CAREGROUP FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2013 IS CALENDAR YEAR 2012 DETAIL. GROSS-UP PAYMENTS AS NOTED BELOW, CAREGROUP, INC. (CAREGROUP) IS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ANNUITY RETIREMENT PLAN. INDIVIDUALS WHO QUALIFY AS PARTICIPANTS IN THIS PLAN, RECEIVE CURRENTLY TAXABLE INCOME, A PORTION OF WHICH IS DEFINED AS A GROSS-UP PAYMENT PURSUANT TO THE PLAN DOCUMENT. | |
| PART I, LINE 4B | SCHEDULE J - PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS NOTED ABOVE, DURING THE 2012 CALENDAR YEAR, CAREGROUP WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN WHICH, UNDER THE DEFINITIONS TO THIS FORM 990, IS CONSIDERED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PARTICIPANTS RECEIVED BOTH CURRENTLY TAXABLE AND DEFERRED BENEFITS FROM THIS PLAN AND ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. CAREGROUP IS ALSO A PARTICIPATING EMPLOYER IN THE IRC SEC. 457 PLAN MAINTAINED BY THE MEDICAL CENTER. PURSUANT TO THE PLAN DESIGN, ELIGIBLE EMPLOYEES CAN DEFER PART OF THEIR 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 BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J PART II COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. | |
| PART I, LINE 7 | NON-FIXED PAYMENTS THE CAREGROUP EXECUTIVE COMPENSATION PACKAGES AND CERTAIN EMPLOYEE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS. | |
| PART III | SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NONTAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; EARNED TIME CASHED; 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 SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR, AS DENOTED BY THE LISTED TITLES. BETH ISRAEL DEACONESS MEDICAL CENTER AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS BIDMC AND HMFP RESPECTIVELY. BARKER, ESQ., THOMAS R. DIRECTOR - CAREGROUP, INC. MR. BARKER DEVOTES, ON AVERAGE, 2 HOUR PER WEEK TO THE REPORTING ORGANIZATION. BUFFERD, ALLAN DIRECTOR - CAREGROUP, INC. DIRECTOR AND TREASURER - BETH ISRAEL DEACONESS MEDICAL CENTER MR. BUFFERD'S TERM ON THE CAREGROUP, INC. BOARD BEGAN FEBRUARY 2013 AND HE DEVOTES, ON AVERAGE, 7 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DOWN, JAMES W. DIRECTOR - CAREGROUP, INC. MR. DOWN DEVOTES, ON AVERAGE, 6 HOUR PER WEEK TO THE REPORTING ORGANIZATION. GEBHARDT, M.D., MARK C. DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. DIRECTOR AND CHAIRMAN OF ORTHOPEDIC SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF ORTHOPEDIC SURGERY -BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. FKA CARDIOVASCULAR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR AND PRESIDENT - BETH ISRAEL DEACONESS ORTHOPEDIC SURGERY FOUNDATION FREDERIC W. & JANE M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY- HARVARD MEDICAL SCHOOL DR. GEBHARDT DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. GEBHARDT PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. GEBHARDT IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. GEBHARDT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 352,430 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,325 DEFERRED COMPENSATION: 29,695 NON-TAXABLE BENEFITS: 12,548 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 352,429 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,325 DEFERRED COMPENSATION: 29,695 NON-TAXABLE BENEFITS: 12,547 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2012 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. GEBHARDT'S POSITION AS CHAIR OF THE HMFP DEPARTMENT OF ORTHOPEDIC SURGERY AND FREDERIC W. & JAMES M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY, HARVARD MEDICAL SCHOOL: $88,034 BASE AND OTHER REPORTABLE COMPENSATION, $9,390 DEFERRED COMPENSATION AND $19,855 NON-TAXABLE BENEFITS. GOLDSTEIN, ALAN R. DIRECTOR - CAREGROUP, INC. DIRECTOR (BOARD CHAIR) AND TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP MR. GOLDSTEIN DEVOTED, ON AVERAGE, 6 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. GOLDSTEIN'S TERM ON THE CAREGROUP, INC. BOARD ENDED FEBRUARY 2013. GREEN, ESQ., KAREN F. DIRECTOR - CAREGROUP, INC. MS. GREEN DEVOTES, ON AVERAGE, 6 HOUR PER WEEK TO THE REPORTING ORGANIZATION. HESTNES, ESQ., HAROLD DIRECTOR AND VICE-CHAIR - CAREGROUP, INC. MR. HESTNES DEVOTES, ON AVERAGE, 6 HOUR PER WEEK TO THE REPORTING ORGANIZATION. KAY, STEPHEN B. DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. DIRECTOR AND BOARD CHAIR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. KAY DEVOTED, ON AVERAGE, A COMBINED 6 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MR. KAY'S TERM ON THE CAREGROUP, INC. BOARD ENDED SEPTEMBER 30, 2013. MALONEY, RICHARD J. DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. DIRECTOR AND BOARD CHAIR - NEW ENGLAND BAPTIST HOSPITAL MR. MALONEY DEVOTES, ON AVERAGE, A COMBINED 7 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MELZER, ROBERT M. DIRECTOR AND BOARD CHAIR - CAREGROUP, INC. MR. MELZER DEVOTED, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. MELZER'S TERM ON THE CAREGROUP, INC. BOARD ENDED MARCH 2013. NORKUS, MICHAEL DIRECTOR - CAREGROUP, INC. MR. NORKUS DEVOTES, ON AVERAGE, 6 HOUR PER WEEK TO THE REPORTING ORGANIZATION. SAAL, M.D., A. KIM DIRECTOR - CAREGROUP, INC. TRUSTEE AND CHIEF, DIVISION OF CARDIOLOGY - MOUNT AUBURN HOSPITAL INSTRUCTOR IN MEDICINE - HARVARD MEDICAL SCHOOL DR. SAAL'S TERM ON THE CAREGROUP BOARD BEGAN JANUARY 2013 AND HE DEVOTES, ON AVERAGE, A COMBINED 14 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 68,125 AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY MOUNT AUBURN HOSPITAL FOR THE 2012 CALENDAR YEAR INCLUDES $68,125 PAID TO DR. SAAL BY MOUNT AUBURN CARDIOLOGY ASSOCIATES AND RELATED TO DR. SAAL'S POSITION AS CHIEF OF THE DIVISION OF CARDIOLOGY AT MOUNT AUBURN HOSPITAL. SIMONS, THOMAS DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. TRUSTEE AND BOARD CHAIR - MOUNT AUBURN HOSPITAL MR. SIMONS DEVOTES, ON AVERAGE, A COMBINED 7 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. STEVENSON, HOWARD H. DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. TRUSTEE - MOUNT AUBURN HOSPITAL TRUSTEE - MOUNT AUBURN PROFESSIONAL SERVICES MR. STEVENSON DEVOTES, ON AVERAGE, A COMBINED 4 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. STRIEDER, HELEN R. DIRECTOR AND BOARD CHAIR - CAREGROUP, INC. MS. STRIEDER DEVOTES, ON AVERAGE, A COMBINED 11 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MS. STRIEDER'S TERM AS BOARD CHAIR BEGAN MARCH 2013. WILKINS, JOHN P. DIRECTOR - CAREGROUP, INC. MR. WILKINS DEVOTES, ON AVERAGE, A COMBINED 4 HOUR PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. RICHLIN, ESQ., DEAN CLERK - CAREGROUP, INC. MR. RICHLIN'S DEVOTES, ON AVERAGE, 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION. ROBLE, ESQ., DANIEL VICE PRESIDENT, GENERAL COUNSEL AND CLERK CAREGROUP, INC. | SUPPLEMENTAL INFORMATION |
| PART III | MR. ROBLE DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP BASE COMPENSATION: 290,718 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,955 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 22,617 SZUM, JOHN T. EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER - CAREGROUP, INC. TREASURER, CAREGROUP, INC. MR. SZUM DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY CAREGROUP, INC. BASE COMPENSATION: 409,886 BONUS AND INCENTIVE COMPENSATION: 78,000 OTHER REPORTABLE COMPENSATION: 48,764 DEFERRED COMPENSATION: 107,245 NON-TAXABLE BENEFITS: 30,949 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. SZUM INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $59,375. DEFERRED COMPENSATION REPORTED BY CAREGROUP INCLUDES AN ACTUARIAL CHANGE IN THE PROJECTED BENEFIT OBLIGATION OF MR. SZUM'S SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) DURING THE 2012 CALENDAR YEAR IN THE AMOUNT OF $91,031. UNDER ORDINARY CIRCUMSTANCES THE SERP DOES NOT VEST UNTIL 2022. MONCREIFF, JANE SENIOR VICE PRESIDENT AND CHIEF INVESTMENT OFFICER - CAREGROUP, INC. MS. MONCREIFF DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 522,396 INCENTIVE COMPENSATION: 250,000 OTHER REPORTABLE COMPENSATION: 65,249 DEFERRED COMPENSATION: 12,500 NON-TAXABLE BENEFITS: 40,342 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. MONCREIFF INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $59,375. APPLEYARD. JOSEPH DIRECTOR, CORPORATE FINANCE - CAREGROUP, INC. MR. APPLEYARD DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 133,996 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 10,588 DEFERRED COMPENSATION: 22,061 NON-TAXABLE BENEFITS: 28,662 BOWES, GEOFFREY INVESTMENT ASSOCIATE - CAREGROUP, INC. MR. BOWES DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 144,399 INCENTIVE COMPENSATION: 20,000 OTHER REPORTABLE COMPENSATION: 91 DEFERRED COMPENSATION: 2,896 NON-TAXABLE BENEFITS: 304 CLOUGH, JEANETTE G. TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER - MOUNT AUBURN HOSPITAL TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER - MOUNT AUBURN PROFESSIONAL SERVICES MS. CLOUGH DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE RELATED ENTITIES FOR THE POSITIONS LISTED HERE. IN HER POSITIONS AS PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR MOUNT AUBURN HOSPITAL (MAH) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), MS. CLOUGH RECEIVES PAYMENTS DIRECTLY FROM MAH AS WELL AS FROM CAREGROUP, THE SOLE MEMBER OF MAH, AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND A SUPPORT ORGANIZATION OF MAH. ADDITIONALLY, MS. COUGH PERFORMS SERVICES FOR BOTH MAH AND MAPS BUT NOT DIRECTLY FOR CAREGROUP AND HER COMPENSATION IS FURTHER OUTLINED BELOW. PAYMENTS MADE BY CAREGROUP AND REPORTED BY MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES: BASE COMPENSATION: 520,763 INCENTIVE COMPENSATION: 421,106 OTHER REPORTABLE COMPENSATION: 49,284 DEFERRED COMPENSATION: 443,550 NON-TAXABLE BENEFITS: 20,679 PAYMENTS MADE BY MOUNT AUBURN HOSPITAL AND REPORTED BY MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 1,018 OTHER REPORTABLE COMPENSATION: 37,478 DEFERRED COMPENSATION: 420,950 NON-TAXABLE BENEFITS: 0 INCENTIVE COMPENSATION REPORTED FOR THE 2012 CALENDAR YEAR INCLUDES 1) PAYMENTS IN 2012 PURSUANT TO A LONG TERM INCENTIVE PLAN RELATED TO MOUNT AUBURN HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2011 IN THE AMOUNT OF $219,562 AND 2) A PAYMENT PURSUANT TO AN ANNUAL INCENTIVE PLAN RELATED TO THE FISCAL YEAR ENDED SEPTEMBER 30, 2011 IN THE AMOUNT OF $201,544. AS REQUIRED BY THIS FORM 990, THESE INCENTIVE COMPENSATION PAYMENTS WERE REPORTED AS DEFERRED COMPENSATION IN THE PRIOR YEAR FORM 990. DEFERRED COMPENSATION REPORTED BY MOUNT AUBURN HOSPITAL FOR THE 2012 CALENDAR YEAR INCLUDES AN ACTUARIAL CHANGE IN THE PROJECTED BENEFIT OBLIGATION OF MS. CLOUGH'S SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) OF $402,000. THE SERP DOES NOT VEST UNTIL MS. CLOUGH REACHES AGE 62. DEFERRED COMPENSATION REPORTED FOR THE 2012 CALENDAR YEAR ALSO INCLUDES TWO INCENTIVE PAYMENTS RELATED TO THE SERVICES MS. CLOUGH PERFORMED DURING MOUNT AUBURN'S FISCAL YEAR ENDED SEPTEMBER 30, 2012 BUT WHICH WERE NOT PAID TO MS. CLOUGH UNTIL AFTER DECEMBER 31, 2012 -- ONE IN THE AMOUNT OF $225,000 RELATED TO AN ANNUAL INCENTIVE PLAN, AND ANOTHER FOR $225,000 RELATED TO A LONG TERM INCENTIVE PLAN. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. CLOUGH INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $59,375. ADDITIONALLY, OTHER REPORTABLE COMPENSATION IN THE AMOUNT OF $18,018 WAS REPORTED AS DEFERRED COMPENSATION IN THE PRIOR YEAR FORM 990, AS REQUIRED. DONOVAN, SHAWN VICE PRESIDENT, MARKETABLE SECURITIES - CAREGROUP, INC. MR. DONOVAN DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 310,855 INCENTIVE COMPENSATION: 85,000 OTHER REPORTABLE COMPENSATION: 33,799 DEFERRED COMPENSATION: 12,500 NON-TAXABLE BENEFITS: 31,617 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. DONOVAN INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $28,952. WOLFSON, KAREN DIRECTOR, TAXATION AND BOND COMPLIANCE OFFICER - CAREGROUP, INC. MS. WOLFSON DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 158,175 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 209 DEFERRED COMPENSATION: 18,574 NON-TAXABLE BENEFITS: 7,960 | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| MA DEVELOPMENT FINANCE AGENCY | ||||||||
| A | 043431814 | NONEAVAIL | 2012-07-11 | 49910000 | REFUND ISSUES DATED 2/11/1998 | 0 | 0 | 0 |
| MA DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | NONEAVAIL | 2011-09-15 | 120280000 | REFUND ISSUES DATED 2/11/1998 | 0 | 0 | 0 |
| MA HEALTH & ED FACILITIES AUTHORITY | ||||||||
| C | 042456011 | 57586C3S2 | 2008-06-09 | 377527010 | REFUND ISSUES DATED 1/19/1989; 9/23/1992;8/12/2004 | 0 | 0 | 0 |
| MA HEALTH & ED FACILITIES AUTHORITY | ||||||||
| D | 042456011 | 57586CDK8 | 2004-08-12 | 187125000 | REFUND ISSUES DATED 9/23/1992; 11/9/1994 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Amount In Reserve FundAmountInReserveFund | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Credit EnhancementCreditEnhancement |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 49910000 | 368094 | 49541906 | 1 | 0 | 1 | 1 | |||||
| B | 120280000 | 290672 | 119989328 | 1 | 0 | 1 | 1 | 19395000 | ||||
| C | 378911689 | 3929290 | 213068927 | 1 | 0 | 0 | 1 | 74930000 | 27356617 | 134556855 | 2011 | |
| D | 187125000 | 1796643 | 177336630 | 1 | 0 | 1 | 1 | 154175000 | 7991727 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Engage Bond Counsel ContractsEngageBondCounselContracts | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 1 | 0 | 0 | 0 | 0 | 0 | ||||
| B | 0 | 1 | 1 | 0 | 0 | 0 | 1 | 1 | 0.00600 | 0.00100 | 0.00700 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| A | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 | ||
| (no name) | |||||||||||
| B | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 | ||
| (no name) | |||||||||||
| C | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 | ||
| CITI BANK | |||||||||||
| D | 0 | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 1 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE K - EXPLANATORY STATEMENT | CAREGROUP, INC., (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED THAT SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND THESE ENTITIES PHYSICIAN GROUPS AND AFFILIATED ENTITIESOTHER CAREGIVERS. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. - CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROW DEBT AS AN OBLIGATED GROUP. THE OBLIGATED GROUP MEMBERS ARE: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS - NEEDHAM (BID-NEEDHAM), MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) AND MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG). THE INFORMATION REPORTED ON SCHEDULE K FOR BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER) REFLECTS THE COMBINED CAREGROUP OBLIGATED GROUP DEBT ISSUED AFTER DECEMBER 31, 2002 WITH AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF $100,000. |
| SCHEDULE K PART 1F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE | PURPOSES OF CAREGROUP SERIES E BONDS: - TO FINANCE OR REFINANCE VARIOUS RENOVATION AND CONSTRUCTION PROJECTS AND CAPITAL EQUIPMENT ACQUISITIONS FOR THE MEDICAL CENTER - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR MAH'S NEW AND EXPANDED FACILITIES WITH APPROXIMATELY 250,000 SQUARE FEET OF NEW AND RENOVATED SPACE TO INCLUDE: A NEW SIX-STORY ACUTE CARE FACILITY TO SUPPORT ADDITIONAL CRITICAL CARE AND MEDICAL /SURGICAL BEDS, EXPANDED OPERATING ROOMS AND INTERVENTIONAL RADIOLOGY ROOMS AND A NEW PARKING GARAGE - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR NEBH'S MASTER FACILITY PLAN, INCLUDING A NEW ATRIUM OF APPROXIMATELY 2,740 SQUARE FEET, A PRE-OPERATIVE AND POST ANESTHESIA UNIT OF APPROXIMATELY 14, 310 SQUARE FEET, CONSTRUCTION OF A CENTRAL STERILE SUPPLY AREA OF APPROXIMATELY 8,290 SQUARE FEET AND CONSTRUCTION OF NEW OPERATING ROOMS OF APPROXIMATELY 18,615 SQUARE FEET; - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR BID-NEEDHAM'S NEW AND EXPANDED FACILITIES INCLUDING AN APPROXIMATELY 59,000 SQUARE FOOT PROJECT ON TWO FLOORS TO RENOVATE AND EXPAND SERVICES IN THE EMERGENCY DEPARTMENT, INPATIENT UNITS, RADIOLOGY DEPARTMENT AND ASSOCIATED SUPPORT SERVICES; - TO REFINANCE $201,975,000 OF DEBT PREVIOUSLY ISSUED BY MEMBERS OF THE OBLIGATED GROUP, INCLUDING $138,075,000 OF THE CAREGROUP SERIES C BONDS DESCRIBED BELOW. PURPOSES OF CAREGROUP SERIES D BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MAH SERIES B BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES C BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE BETH ISRAEL HOSPITAL ASSOCIATION SERIES G BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES F BONDS: - REFUNDING OF A PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 1, 2011 PURPOSES OF CAREGROUP SERIES G BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 1,2012. |
| SCHEDULE K PART II LINE 3 - TOTAL ISSUE PROCEEDS | THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS AND THE ISSUE PRICE IS THE INVESTMENT EARNINGS OF $1,384,679. |
| SCHEDULE K PART II LINE 11 - OTHER SPENT PROCEEDS | COLUMNS A, B AND D: THE OTHER SPENT PROCEEDS RELATE TO THE REFUNDING PROCEEDS OF THESE ISSUES. COLUMN C: $8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER USED FOR REFUNDING PURPOSES OF THE ISSUE. |
| SCHEDULE K PART II LINE 13 - YEAR OF SUBSTANTIAL COMPLETION OF PROJECT(S) | THE PROJECTS FINANCED AND/OR REFINANCED WITH TAX-EXEMPT BOND FINANCED WERE COMPLETED, ON VARIOUS DATES. COLUMNS A, B AND D: ALL MEMBERS OF THE CAREGROUP OBLIGATED GROUP UNDERSTAND THIS QUESTION RELATES TO THE NON-REFUNDING PROCEEDS OF THE ISSUES. SINCE THE ISSUES LISTED IN THESE COLUMNS WERE USED ENTIRELY FOR REFUNDING PROCEEDS, THESE LINES HAVE BEEN LEFT BLANK. |
| SCHEDULE K PART III QUESTIONS 2 AND 3: | FACILITIES FINANCED WITH TAX-EXEMPT BONDS ARE PRIMARILY OCCUPIED BY CAREGROUP AND ITS AFFILIATED TAX-EXEMPT ENTITIES, INCLUDING BUT NOT LIMITED TO THE MEDICAL CENTER, BID-NEEDHAM, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MAH, MAPS AND APG. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (I.E. CLEANING, PATIENT TRANSPORT, AND FOOD SERVICES) OR ENGAGE IN RESEARCH PURSUANT TO RESEARCH AGREEMENTS WITHIN TAX EXEMPT DEBT FINANCED SPACE. ANY SUCH AGREEMENTS IN PLACE AS OF SEPTEMBER 30, 2013 WERE REVIEWED TO ENSURE PROPER ACCOUNTING OF ANY PRIVATE USE GENERATED FROM SUCH ACTIVITIES. IN ADDITION, SUCH AGREEMENTS ARE GENERALLY REVIEWED BY INSIDE COUNSEL PRIOR TO FINALIZING. |
| SCHEDULE K PART IV, LINE 2C, REBATE CALCULATIONS | COLUMN C: A REBATE CALCULATION WAS COMPLETED AS OF SEPTEMBER 30, 2012 WITH NO REBATE DUE. COLUMN D: A REBATE CALCULATION WAS COMPLETED AS OF SEPTEMBER 30, 2013 WITH NO REBATE DUE. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CRICORMF CRICOVT | |||
| R. MELZER - DIRECTO | 31742153 | SEE SUPPLEMENTAL INFORMATION | 0 |
| CRICORMF CRICOVT | |||
| A. BUFFERD - DIRECTOR | 31742153 | SEE SUPPLEMENTAL INFORMATION | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Explanation | ALLAN BUFFERD, TREASURER AND BOARD MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) FOR WHICH CAREGROUP SERVES AS THE SOLE MEMBER, IS THE BOARD CHAIRMAN OF THE RISK MANAGEMENT FOUNDATION OF THE HARVARD MEDICAL INSTITUTIONS, INC. (CRICO/RMF), CONTROLLED RISK INSURANCE COMPANY, LTD (CRICO CAYMAN) AND CONTROLLED RISK INSURANCE COMPANY OF VERMONT, INC, (A RISK RETENTION GROUP) (CRICO VERMONT). CRICO/VT IS A WHOLLY-OWNED SUBSIDIARY OF CRICO/RMF. HE ALSO CURRENTLY SITS ON THE BOSTON CHILDREN'S HOSPITAL BOARD. IN ADDITION, KEVIN TABB, BIDMC PRESIDENT AND CHIEF EXECUTIVE OFFICER, ALSO HOLDS A POSITION ON THE CRICO/RMF BOARD., IN ADDITION, ROBERT MELZER SERVED ON BOTH THE CAREGROUP AND CRICO/RMF BOARDS THROUGH MARCH 2013.CAREGROUP, IS THE SOLE MEMBER AND A SUPPORTING ORGANIZATION OF BIDMC, BIDN, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, IS A CRICO/CAYMAN SHAREHOLDER AND CRICO/RMF MEMBER AND THROUGH CAREGROUP, THESE ENTITIES PURCHASE PHYSICIAN PROFESSIONAL LIABILITY INSURANCE AND GENERAL LIABILITY INSURANCE. FOR THE PERIOD COVERED BY THIS FILING, THESE ENTITIES COMBINED PAID $31,742,153 TO CRICO AND RMF FOR THIS INSURANCE COVERAGE. ALL CRICO/RMF AND CRICO/CAYMAN SHAREHOLDERS ARE ENTITIES EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND AMOUNTS RELATED TO CRICO/CAYMAN HAVE BEEN REPORTED ON SCHEDULE F, STATEMENT OF ACTIVITIES OUTSIDE THE UNITED STATES, FOR CAREGROUP INC. AND ITS AFFILIATES AS REQUIRED BY FORM 990. CAREGROUP MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, CAREGROUP 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 CAREGROUP CONFLICT OF INTEREST POLICY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION STATEMENT | FORM 990, PART I, LINE 1 AND PART III, LINE 1: | THE PURPOSE OF CAREGROUP, INC. (CAREGROUP) 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 - 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). 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 ACCOMPLISH ITS 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. |
| EXEMPT PURPOSE ACHIEVEMENTS | FORM 990, PART III, LINE 4A: | AS A SUPPORT AND MANAGEMENT OVERSEEING THE FINANCIAL WELL-BEING OF ITS AFFILIATED ENTITIES CAREGROUP PROVIDES, AMONG OTHER THINGS, MANAGEMENT LEADERSHIP, DEBT STRUCTURING SUPPORT, INVESTMENT MANAGEMENT FOR THE ENDOWMENT ASSETS, FINANCING OF CAPITAL PROJECTS THROUGH ITS POOLED AND OBLIGATED GROUP DEBT, AND FINANCIAL SUPPORT SERVICES, INCLUDING INTERNAL AUDIT AND TAX SERVICES FOR THE CONSOLIDATED NETWORK OF ENTITIES. IN ADDITION, CAREGROUP HAS PARTICIPATED IN THE DEVELOPMENT OF HEALTH RELATED VENTURES AND PARTNERSHIPS AND GENERALLY SUPPORTS THE DELIVERY OF HEALTHCARE SERVICES, RESEARCH AND TEACHING SERVICES THROUGHOUT THE NETWORK. ALL OF THESE ACTIVITIES FURTHER BOTH THE EXEMPT PURPOSES OF CAREGROUP AND THE ENTITIES WHICH IT SUPPORTS. |
| PART IV, QUESTION 24B: | INVESTMENT OF TAX-EXEMPT BOND PROCEEDS BEYOND THE TEMPORARY PERIOD EXCEPTION PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. | |
| STATEMENT REGARDING AUDITED FINANCIAL STATEMENTS | PART IV, QUESTION 12: | THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CAREGROUP AND AFFILIATES CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR FISCAL YEAR ENDED SEPTEMBER 30, 2013. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDE THE ACCOUNTS OF CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND ITS AFFILIATES, MOUNT AUBURN HOSPITAL AND ITS AFFILIATE, AND NEW ENGLAND BAPTIST HOSPITAL AND ITS AFFILIATE. |
| STATEMENT REGARDING PAYROLL | PART V, QUESTION 2A: | BETH ISRAEL DEACONESS MEDICAL CENTER, INC. SERVES AS THE COMMON PAY AGENT FOR CAREGROUP, INC. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2012 FORM 990, CAREGROUP IS REPORTING THE NUMBER OF FORMS W-2 ISSUED AS IF THEY HAD BEEN ISSUED DIRECTLY BY CAREGROUP. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS AND FAMILY RELATIONSHIPS THE FOLLOWING CAREGROUP OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES HAVE BUSINESS AND FAMILY RELATIONSHIPS: ALLAN BUFFERD AND ROBERT MELZER - BUSINESS RELATIONSHIP AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, CAREGROUP, INC. (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER). BIDMC IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - 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). 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 ACCOMPLISH ITS 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 EMPLOYMENT RELATIONSHIP 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 B, LINE 11 | FORM 990 REVIEW PROCESS THE FORM 990 IS REVIEWED BY THE CAREGROUP PROGRAM DIRECTOR, TAXATION AND THE CAREGROUP EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. THE RETURN IS ALSO REVIEWED AND SIGNED BY DELOITTE TAX, LLP. THE COMPLETE FORM 990 IS PRESENTED TO THE CAREGROUP AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. A COPY OF THE COMPLETE RETURN IS ALSO PROVIDED TO EACH MEMBER OF THE CAREGROUP BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS CAREGROUP, INC. HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE ASKED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, DIRECTORS OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS WHICH MAY RESULT IN A CONFLICT OF INTEREST. IN ADDITION, ANY INDIVIDUAL WHO COMMENCES A TERM AS AN OFFICER, DIRECTOR OR KEY EMPLOYEE IS REQUIRED TO COMPLETE THE ANNUAL CONFLICT DISCLOSURE AT THE TIME SUCH POSITION COMMENCES. THE CAREGROUP CHIEF OF STAFF COLLECTS THE RESPONSES AND PROVIDES THEM TO THE CAREGROUP EXECUTIVE COMMITTEE WHICH REVIEWS POSITIVE RESPONSES FOR ULTIMATE DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW AND ACTION THROUGH THE EXECUTIVE COMMITTEE WORKING WITH THE EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. 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. A SUMMARY OF THE ANNUAL CONFLICT OF INTEREST PROCESS IS PROVIDED TO THE CAREGROUP AUDIT COMMITTEE. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE CAREGROUP TAX DEPARTMENT ISSUES A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE CAREGROUP BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR THE CAREGROUP TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 PART VI QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES AND FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATIONS CEO AND OTHER OFFICERS AND KEY EMPLOYEES CAREGROUP HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. FOR THE PERIOD COVERED BY THIS FILING, THE COMPENSATION COMMITTEE ("COMMITTEE") ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CAREGROUP EXECUTIVE VICE PRESIDENT / CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER. IN SETTING COMPENSATION, THE COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS/STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. THE COMMITTEE RECOMMENDED THE REVIEWED PACKAGES WHICH WERE SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, PART VI, SECTION C, LINE 19: OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: CAREGROUP, INC. 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215 | |
| FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHT | PART XII, QUESTION 2B, 2C AND 2D | AS PREVIOUSLY REPORTED IN THIS FILING, CAREGROUP, INC. IS A PUBLIC CHARITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ALSO AS PREVIOUSLY NOTED, THE FINANCIAL RECORDS OF CAREGROUP, INC. ARE AUDITED EACH YEAR AS PART OF THE CAREGROUP, INC. AND AFFILIATES 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 THE CAREGROUP, INC. AUDIT COMMITTEE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | |||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 320058309 | TO PROVIDE EMERGENCY MEDICAL SERVICES | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BI ANAESTHESIA FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042997215 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BI COMMUNITY FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(3) | LINE 7 | 0 | N/A | |
| BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043079630 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 208253452 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043030397 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | |||||||||||
| 110 FRANCIS STREET | BOSTON | MA | 02215 | 020671240 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BI DEACONESS HOSPITAL - NEEDHAM INC | |||||||||||
| 148 CHESTNUT ST | NEEDHAM | MA | 02492 | 043229679 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | LINE 3 | BETH ISRAEL DEACONESS MEDICAL CENTER INC | 0 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | THE OPERAION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA | MA | 501(C)(3) | LINE 3 | CAREGROUP INC | 0 | |
| BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP | |||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02215 | 043200113 | OUTPATIENT AMBULATORY CARE CENTER IN LEXINGTON, MA | MA | 501(C)(3) | LINE 11A, I | 0 | N/A | |
| BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042794855 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BI DERMATOLOGY FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043117601 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BIH PATHOLOGY FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 222548374 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| BIH RADIOLOGIC FOUNDATION INC | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042571853 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| LONGWOOD MEDICAL INTL FOUNDATION | |||||||||||
| 185 PILGRIM ROAD BOST | BOSTON | MA | 02215 | 043208878 | INACTIVE CORPORATION | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| CARL J SHAPIRO INSTITUTE | |||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043326928 | DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCH | MA | 501(C)(3) | LINE 11A, I | 0 | N/A | |
| CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN | |||||||||||
| C/O HARVARD MED SCH 401 PARK DR | BOSTON | MA | 02215 | 043242952 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 11A, I | HMFP AT BIDMC | 0 | |
| MED CARE OF BOSTON MGMT CORP DBA AFFILIATED PHYS GROUP | |||||||||||
| 400 HUNNEWELL ST | NEEDHAM | MA | 02494 | 042810972 | OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES | MA | 501(C)(3) | LINE 9 | BETH ISRAEL DEACONESS MEDICAL CENTER INC | 0 | |
| MOUNT AUBURN HOSPITAL | |||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 042103606 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | LINE 3 | CAREGROUP INC | 0 | |
| MOUNT AUBURN PROFESSIONAL SERVICES INC | |||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 043026897 | OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES | MA | 501(C)(3) | LINE 11A, I | MOUNT AUBURN HOSPITAL | 0 | |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 042103612 | ORTHOPEDIC SPECIALTY HOSPITAL | MA | 501(C)(3) | LINE 3 | CAREGROUP INC | 0 | |
| NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC | |||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 043235796 | OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH | MA | 501(C)(3) | LINE 3 | NEW ENGLAND BAPTIST HOSPITAL INC | 0 | |
| RIVERBROOK CORPORATION | |||||||||||
| 109 BROOKLINE AVE | BOSTON | MA | 02215 | 042828955 | TO HOLD TITLE TO PROPERTY FOR CAREGROUP, INC. | MA | 501(C)(2) | CAREGROUP INC | 0 | ||
| HARVARD MEDICAL COLLABORATIVE INC | |||||||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | 043476764 | COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS | MA | 501(C)(3) | LINE 11A, I | 0 | N/A | |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | |||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 222768204 | GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS | MA | 501(C)(3) | LINE 9 | 0 | N/A | |
| BETH ISRAEL DEACONESS HOSPITAL - MILTON INC | |||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 042103604 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | LINE 3 | BETH ISRAEL DEACONESS MEDICAL CENTER INC | 0 | |
| MILTON HOSPITAL DEVELOPMENT FUND INC | |||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 222567057 | FUNDRAISING/DEVELOPMENT | MA | 501(C)(3) | LINE 7 | MILTON HOSPITAL FOUNDATION INC | 0 | |
| COMMUNITY PHYSICIAN ASSOCIATES INC | |||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 043243146 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | LINE 3 | MILTON HOSPITAL FOUNDATION INC | 0 | |
| MILTON HOSPITAL FOUNDATION INC | |||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 501(C)(3) | LINE 11A, I | BETH ISRAEL DEACONESS MEDICAL CENTER INC | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Code VCodeVAmount | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVANCED VASCULAR CARE LLC | ||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 261647880 | TO PROVIDE MEDICAL SUPPORT SERVICES | MA | HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC | RELATED | 0 | 0 | ||||
| BETH ISRAEL DEACONESS PHYS ORG LLC DBA BIDCO | ||||||||||||||
| 400 BLUE HILL DRIVE SUITE 2B | WESTWOOD | MA | 02090 | 043426253 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | NONE | RELATED | 0 | 0 | ||||
| BIDCO PHYSICIAN LLC | ||||||||||||||
| 400 BLUE HILL DRIVE SUITE 2B | WESTWOOD | MA | 02090 | 043426253 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC | RELATED | 0 | 0 | ||||
| CAREGROUP CLINICAL RESEARCH LLC | ||||||||||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 300228711 | TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP | MA | NONE | RELATED | 0 | 0 | ||||
| CAREGROUP INVESTMENT PARTNERSHIP LLP | ||||||||||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043278109 | INVESTMENT PARTNERSHIP | MA | NONE | EXCLUDED | 0 | 0 | 938991 | 8667196 | $11,252 | 0.43320 |
| CHARLTON MRI SERVICES LLC | ||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 264662778 | PROVISION OF PATIENT CARE SERVICES | MA | BIH RADIOLOGIC FOUNDATION INC | RELATED | 0 | 0 | ||||
| PHYSICIAN PROFESSIONAL SERVICES LLP | ||||||||||||||
| 10 CABOT ROAD | MEDFORD | MA | 02215 | 043275078 | TO PROVIDE MEDICAL BILLING SERVICES | MA | SEE SUPPLEMENTAL EXPLANATIONS | RELATED | 0 | 0 | ||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| HORIZON VENTURES INC | |||||||||
| 199 REEDSDALE ROAD | MILTON | MA | 02186 | 042853249 | PHYSICIAN BILLING | MA | MILTON HOSPITAL FOUNDATION | C | 0 |
| MILTON PHYSICIAN-HOSPITAL ORGANIZATION INC | |||||||||
| 199 REEDSDALE ROAD | MILTON | MA | 02186 | 043213042 | PHYSICIAN/HOSPITAL ORGANIZATION | MA | NONE | C | 0 |
| ANESTHESIA FINANCIAL SOLUTIONS INC | |||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043571311 | INACTIVE CORPORATION | MA | BI ANAESTHESIA FOUNDATION INC | C | 0 |
| NEW ENGLAND BAPTIST HEALTH SERVICES | |||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 043200386 | PHYSICIAN/HOSPITAL ORGANIZATION | MA | NONE | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Comments