2013-08-13T09:45:03-05:00 2012-09-30 861065772 DELOITTE TAX LLP TWO JERICHO PLAZA JERICHO NY 11753 990 2011-10-01 042103881 BETH ISRAEL DEACONESS MEDICAL CENTER BETH 6176678000 330 BROOKLINE AVE BOSTON MA 02215 STEVEN FISCHER 6176678000 2013-08-13 0 P00743140 5169187000 2011 2016-02-25 16:41:14Z DR KEVIN TABB 330 BROOKLINE AVE BOSTON MA 02215 1590837853 0 X WWW.BIDMC.HARVARD.EDU X 1915 MA TERTIARY CARE ACADEMIC MEDICAL CENTER 23 18 11686 620 7266109 -4015630 12969807 24218280 1313411917 1314492857 13434798 13423172 46900058 54781862 1386716580 1406916171 42330448 38345753 0 0 633521279 652821201 74686 124603 7757154 651287826 651746647 1327214239 1343038204 59502341 63877967 1408604435 1541026079 791888704 867941264 616715731 673084815 X SEE SCHEDULE O 0 0 876015609 3955008 1067363956 SEE SCHEDULE O 249759000 34390745 229848504 SEE SCHEDULE O 94804171 27622794 SEE SCHEDULE O 1220578780 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 0 0 1 0 1 1 1 0 1 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 1 X 477 0 1 11686 1 1 1 0 0 0 0 1 1 0 0 0 0 0 X 23 18 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ CA CO FL IL KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR SC TN UT WA WI X STEPHEN DEVEAU 6176671414 330 BROOKLINE AVENUE BOSTON MA 02215 ANDERSON CAROL F 5.00 X 0 0 0 BRADY MICHAEL J 10.00 X 0 0 0 BUEHRENS ERIC 60.00 X X 1031980 0 57530 BUFFERD ALLAN 5.00 X X 0 0 0 CHAIKOF MD PHD ELLIOT 60.00 X 451042 451042 74294 CRONIN MICHAEL 5.00 X 0 0 0 CUTLER JOEL 5.00 X 0 0 0 JOHNSTON WILLIAM 5.00 X 0 0 0 KAY STEPHEN B 10.00 X 0 0 0 LADD EDWARD 5.00 X 0 0 0 LAMERE DAVID 5.00 X 0 0 0 LEPOFSKY ROBERT J 5.00 X 0 0 0 LINDE DOUGLAS 5.00 X 0 0 0 MACDOWELL VIRGINIA 5.00 X 0 0 0 MANNING JACK 5.00 X 0 0 0 MCKENNA MARGARET 5.00 X 0 0 0 O'HANLEY RONALD 5.00 X 0 0 0 ROSENBERG MD STUART 60.00 X 0 752390 64029 ROTTENBERG ALAN 5.00 X 0 0 0 SCHLICHTE HELEN CHIN 5.00 X X 0 0 0 TABB MD KEVIN 60.00 X X 340423 0 4284 TURNBULL CLAYTON 5.00 X 0 0 0 WANG FREDERICK 10.00 X 0 0 0 ZEIDEL MD MARK L 60.00 X 351938 353548 58732 FISCHER STEVEN 60.00 X 656256 0 48810 MAURER MARSHA 60.00 X 483868 0 46922 ARMSTRONG WALTER 60.00 X 436340 0 44019 SHEEHAN JAYNE 60.00 X 442397 0 39435 SUKHATME MD PHD VIKAS P 60.00 X 569866 49554 53458 ZANKMAN LISA 60.00 X 425331 0 30763 GEBHARDT MD MARK C 60.00 X 353252 353252 77228 HALAMKA MD JOHN 60.00 X 451988 186246 46043 KRUSKAL MD PHD JONATHAN B 60.00 X 293589 293589 73724 LEWIS MD STANLEY 60.00 X 567388 63043 62168 STEVENSON MD PHD MARY ANN 60.00 X 306766 306766 71536 FISCHER MD JOSEF E 40.00 X 182786 0 36757 LEVY PAUL F 0.00 X 874381 0 24725 8219591 2809430 914457 17 1 1 1 HARVARD MEDICAL FACULTY PHYS AT BIDMC 375 LONGWOOD AVE BOSTON MA 02215 PHYSICIAN SERVICES 112573056 SODEXHO PO BOX 905374 CHARLOTTE NC 28207 FOOD SERVICES 5849867 LAZ PARKING LTD 15 LEWIS ST HARTFORD CT 06103 PARKING 4031120 CAREGROUP INC SUITE 300- 109 BROOKLINE AVE BOSTON MA 02215 MANAGEMENT SERVICES 3930704 G GREENE CONSTRUCTION CO 250 LINCOLN ST BOSTON MA 02134 GENERAL CONTRACTOR 3065175 51 792447 23425833 2311078 24218280 OTHER CLINICAL PATIENT 541700 619297127 619297127 MEDICARE/MEDICAID REV 900099 437724432 437724432 SPONSORED RESEARCH 541700 145767385 145767385 NIH FUNDED RESEARCH 541700 84081119 84081119 GRADUATE MED EDUCATION 611710 27622794 27622794 1314492857 745633 146217 599416 12516599 458013 12058586 12058586 25587 12032999 195676608 182999069 12677539 12677539 12677539 187771 792447 455147 -267376 -267376 14301 9453 4848 4848 PARKING REVENUE 812930 20554781 22500 20532281 OUTREACH LAB 621500 6153381 6153381 INFORMATION SERVICES 900099 389361 389361 15888281 10342397 529063 5016821 42985804 1406916171 1324835254 7266109 50596528 35577996 35577996 3350 3350 2764407 2764407 8646179 3458471 5187708 534691220 495268916 34838963 4583341 29545177 26811155 2453122 280900 40233577 36510362 3340594 382621 39705048 36030861 3296692 377495 4191975 4191975 5320958 5320958 768228 768228 12500 12500 124603 124603 135842694 111872812 22850318 1119564 2337114 467072 1859934 10108 165446155 163644428 1380888 420839 66019871 60055991 5911817 52063 561784 367710 140060 54014 960082 691786 252533 15763 17540125 17540125 72107492 57505228 14468239 134025 7430146 7416661 13485 RESEARCH 63253996 63253996 0 0 BAD DEBT 26869425 26869425 0 0 CONTRACTED SERVICES 26033224 25014051 983106 36067 UNCOMPENSATED CARE 16610808 16610808 0 0 40440070 32843169 7431150 165751 1343038204 1220578780 114702270 7757154 536256118 609257119 29206871 32865367 144928134 156107385 8790221 9437860 12087818 8448783 1967023210 1478208039 496636305 488815171 50017311 52625717 105305991 110094180 250000 0 25125666 73374497 1408604435 1541026079 142817232 157844098 75758115 86668061 414099576 393800112 159213781 229628993 791888704 867941264 X 458434425 500285628 110179148 123834046 48102158 48965141 616715731 673084815 1408604435 1541026079 X 63877967 -7508883 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 0 1 0 1 267089 267089 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE MEDICAL CENTER ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. ADDITIONALLY, THE MEDICAL CENTER PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $267,089 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. 1 1335039 1335039 0 0 158281306 10376111 16376503 12234733 172799187 172948409 -1735365 546551 13478289 158281306 150018022 19184387 13662000 9916000 172948409 148738525 9044497 8406000 16171000 150018022 0.30000 0.70000 0 0 24282879 24282879 306579207 238840030 67739177 538689373 309415732 229273641 318409383 255833675 62575708 779062368 674118602 104943766 488815171 OTHER INVESTMENT THROUGH CIP 110094180 F 110094180 FUNDS MANAGED FOR OTHERS 7442988 FUNDS HELD IN TRUST 2552300 POST RETIREMENT BENEFITS 164646295 CLINICAL TRIALS - DEFERRED INCOME 9094630 PROFESSIONAL LIABLITY 45892780 229628993 1406916171 1343038204 63877967 18292390 -25801273 -7508883 56369084 1937137000 18292390 -2685229 530041286 545648447 1391488553 -42750 15470368 15427618 1406916171 1824488000 481449796 481449796 1343038204 0 1343038204 PART IV, LINE 1B: CUSTODIAN ARRANGEMENTS THE MEDICAL CENTER IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL -NEEDHAM (BID-NEEDHAM) WHICH IS A COMMUNITY HOSPITAL EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. DURING THE FISCAL YEAR COVERED BY THIS FILING, BID-NEEDHAM DID NOT MAINTAIN ITS OWN DEVELOPMENT STAFF. INSTEAD, AS PART OF THE RELATIONSHIP BETWEEN THE ENTITIES, THE MEDICAL CENTER'S DEVELOPMENT STAFF SOLICITED AND PROCESSED CONTRIBUTIONS FOR BID-NEEDHAM. UPON RECEIPT, THE CONTRIBUTIONS WERE DEPOSITED INTO A MEDICAL CENTER ACCOUNT. AT THE END OF EACH MONTH, THE TOTAL OF THE DEPOSITS ARE TRANSFERRED FROM THE MEDICAL CENTER TO BID-NEEDHAM. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT - BETH ISRAEL DEACONESS MEDICAL CENTER ENDOWMENT FUND THE MEDICAL CENTER'S ENDOWMENT FUNDS ARE INTENDED TO ENSURE THAT THE MEDICAL CENTER ACCOMPLISHES ITS CHARITABLE MISSIONS OF PROVIDING EXCELLENT CLINICAL CARE, ENGAGING IN CUTTING EDGE RESEARCH AND EDUCATING THE HEALTH CARE PRACTITIONERS OF TOMORROW. THE SPECIFIC USES OF THE ENDOWMENT VARY DEPENDING ON THE NATURE OF RESTRICTIONS, IF ANY, IMPOSED BY DONORS. UNDER THE MEDICAL CENTER'S CURRENT LONG-TERM INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 5% OF THE AVERAGE OF THE FAIR VALUE OF QUALIFYING LONG-TERM INVESTMENTS APPLIED TO A THREE-YEAR MOVING AVERAGE WITH A ONE-YEAR LAG IS APPROPRIATED AS STATED BY THE DONOR. DURING FY 2012 $2,558,601 WAS APPROPRIATED OF WHICH $307,278 WAS RELATED SPECIFICALLY TO FREE CARE. IN ESTABLISHING THESE POLICIES, THE MEDICAL CENTER CONSIDERED THE EXPECTED RETURN ON ITS ENDOWMENT AND ITS PROGRAMMING NEEDS. ACCORDINGLY, THE MEDICAL CENTER EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER AND TO PROVIDE A PREDICTABLE AND STABLE SOURCE OF REVENUE FOR THE ANNUAL OPERATING BUDGET. ADDITIONAL REAL GROWTH WILL BE PROVIDED THROUGH NEW GIFTS OR EXCESS INVESTMENT RETURN PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED CHG IN EQUITY INTEREST IN LIMITED PARTNERSHIP 16,929,943. CHANGE IN FUNDED STATUS OF EMPLOYEE BENEFIT PLANS -23,866,527. TRANSFER (TO) FROM AFFILIATE -17,195,416. FUNDS MANAGED FOR OTHERS - GIFTS -1,669,273. TOTAL TO SCHEDULE D, PART XI, LINE 8: -25,801,273. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 3,911,061. LOSS ON EXTINQUISHMENT OF DEBT 1,089,517. TEMPORARILY RESTRICTED UNREALIZED GAINS -12,072,503. CONSOLIDATED AFFILIATES REVENUE NET OF ELIMINATIONS 537,113,211. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDS MANAGED FOR OTHERS - GIFTS 1,669,273. RENT -458,013. OTHER 847. TEMPORARILY AND PERMANENTLY RESTRICTED CONTRIBUTIONS 10,376,110. TEMPORARILY RESTRICTED REALIZED GAINS 4,346,751. FUNDRAISING/GAMING EXPENSE RECLASS -464,600. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RESTRICTED WITHDRAWALS -8,323,672. OTHER -2,145. RENT 458,013. CONSOLIDATED AFFILIATES EXPENSES NET OF ELIMINATIONS 488,853,000. FUNDRAISING/GAMING EXPENSE RECLASS 464,600. 1 CENTRAL AMERICA & THE CARIBBEAN 0 0 PROGRAM SERVICE JOINTLY OWNED FOREIGN INSURANCE 6495734 CENTRAL AMERICA & THE CARIBBEAN 0 0 INVESTMENTS 153449798 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 567217 EAST ASIA AND THE PACIFIC 1 40 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 1324398 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 2074821 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 157516 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 101112 SUB-SAHARAN AFRICA 0 12 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 85944 SOUTH ASIA 0 3 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 19322 SUB-SAHARAN AFRICA 0 5 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 9613 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 1 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 1502 CENTRAL AMERICA & THE CARIBBEAN 0 7 PROGRAM SERVICE TEACHING/RESEARCH/ PATIENT CARE 16354 EUROPE (INCLUDING ICELAND & GREENLAND) 0 76 PROGRAM SERVICE TRAVEL FOR EDUCATIONAL SEMINARS/PRESENTATIONS 234698 EAST ASIA AND THE PACIFIC 0 79 PROGRAM SERVICE TRAVEL FOR EDUCATIONAL SEMINARS/PRESENTATIONS 486737 MIDDLE EAST AND NORTH AFRICA 0 9 PROGRAM SERVICE TRAVEL FOR EDUCATIONAL SEMINARS/PRESENTATIONS 18282 SUB-SAHARAN AFRICA 0 14 PROGRAM SERVICE TRAVEL FOR EDUCATIONAL SEMINARS/PRESENTATIONS 30062 SOUTH ASIA 0 1 PROGRAM SERVICE TRAVEL FOR EDUCATIONAL SEMINARS/PRESENTATIONS 2804 NORTH AMERICA 0 27 PROGRAM SERVICE TRAVEL FOR EDUCATIONAL SEMINARS/PRESENTATIONS 34568 SOUTH AMERICA 0 7 PROGRAM SERVICE TRAVEL FOR EDUCATIONAL SEMINARS/PRESENTATIONS 11190 CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICE TRAVEL FOR EDUCATIONAL SEMINARS/PRESENTATIONS 2375 1 53 0 231 1 284 164256540 867507 165124047 X EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 25000 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 6080 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 6953 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 12458 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 6362 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 21941 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 28870 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 10670 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 15404 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 6283 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 23219 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 65189 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 56777 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 11344 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 14327 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 18610 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 9280 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 83108 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 12500 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 7990 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 13421 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 27759 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 7010 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 8837 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 13500 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 36036 EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 50000 MIDDLE EAST AND NORTH AFRICA RESEARCH SUB-AWARD 78648 MIDDLE EAST AND NORTH AFRICA RESEARCH SUB-AWARD 12010 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUB-AWARD 140084 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUB-AWARD 8430 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUB-AWARD 515514 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUB-AWARD 245396 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUB-AWARD 121298 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SUB-AWARD 1044099 1 0 0 1 0 1 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: AS NOTED IN BOTH SCHEDULES H, HOSPITALS AND SCHEDULE I, GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS, GOVERNMENTS, AND INDIVIDUALS IN THE UNITED STATES, AS PART OF THE MEDICAL CENTER'S COMMITMENT TO OUR COMMUNITY, THE MEDICAL CENTER PARTNERS WITH COMMUNITY LEADERS AND COMMUNITY-BASED ORGANIZATIONS WHO SERVE AS LINKS TO THE COMMUNITY AND TEACHERS OF HOW WE CAN BETTER SERVE THE POPULATIONS THEY REPRESENT. IN ADDITION, THE MEDICAL CENTER COLLABORATES WITH A WIDE VARIETY OF ORGANIZATIONS BOTH WITHIN AND OUTSIDE OF THE UNITED STATES BECAUSE HEALTHCARE SERVICES BY THEMSELVES ARE NOT ADEQUATE TO MAXIMIZE IMPROVEMENT OF HEALTH STATUS. AS SUCH, OUR INVOLVEMENT WITH OUR COMMUNITY IS ON-GOING AND PART OF THAT ON-GOING RELATIONSHIP INCLUDES REPORTING ON HOW GRANT FUNDS ARE EXPENDED. AS A RECIPIENT OF FEDERAL SPONSORED AWARDS, THE MEDICAL CENTER MUST COMPLY WITH THE GUIDELINES SPECIFIC TO THE FEDERAL AWARDING AGENCY FOR THE PARTICULAR PROGRAM. THE MEDICAL CENTER'S ADHERENCE TO THESE PROGRAMS REQUIREMENTS ARE AUDITED ANNUALLY AS REQUIRED BY OMB CIRCULAR A-133. THE MEDICAL CENTER IS REQUIRED BY FEDERAL REGULATION TO MONITOR EXPENSES OF FEDERAL FUNDS AWARDED TO THE MEDICAL CENTER THAT ARE SUB-CONTRACTED TO ANOTHER INSTITUTION, ORGANIZATION, OR INDIVIDUAL. FEDERAL SUBCONTRACTED RESEARCH GRANTS AS WELL AS OTHER SUBCONTRACTED RESEARCH GRANTS ARE MONITORED BY THE CLINICAL DEPARTMENT SPONSORING THE ACTIVITY. FOREIGN FORMS SCHEDULE F, PART IV ALTHOUGH BIDMC WAS AN INDIRECT TRANSFEROR OF FUNDS TO A FOREIGN CORPORATION DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 926, RETURN OF A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. SUPPLEMENTAL INFORMATION SCHEDULE F PART V GRANTS TO ENTITIES OUTSIDE THE UNITED STATES ARE RELATED TO AND FURTHER THE MEDICAL CENTER'S MISSION TO IMPROVE THE HEALTH OF ALL PATIENTS AND TO ENGAGE IN CUTTING EDGE RESEARCH. FUND RECIPIENTS PROVIDE THE MEDICAL CENTER WITH REPORTS DOCUMENTING THE USE OF SUCH FUNDS. X X X X X X X 1 GRETA MORGAN C/O BIDMC 330 BROOKLINE AVE BOSTON MA 02215 PLANNED GIVING 0 2499773 69082 2430691 HARRIS CONNECT 1511 ROUTE 22 SUITE C-25 BREWSTER NY 10509 PHONE CAMPAIGN 0 177549 55521 122028 2677322 124603 2552719 AK AZ CO FL IL KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR SC TN UT WA WI PB 2012 422900 365250 57650 101441 320317 SPELLMAN EVENT 346266 231425 114841 4 211052 195772 15280 1000 13107 349 18933 980218 792447 187771 1000 114548 349 339250 455147 -267376 1 1 1 X 1 X 1 1 1 0 1 1 29690285 11099698 18590587 0.01410 150666630 124217347 26449283 0.02010 180356915 135317045 45039870 0.03420 5954427 5954427 0.00450 95299345 27648860 67650485 0.05140 18434843 7687225 10747618 0.00820 241413221 241413221 0.18340 1000300 1000300 0.00080 362102136 35336085 326766051 0.24830 542459051 170653130 371805921 0.28250 0.00000 0.00000 0.00000 0.00000 0.00000 0.00000 0.00000 309158 309158 0.00020 0.00000 309158 309158 0.00020 1 26869425 0 310208909 312635451 -2426542 X 1 1 1 1 BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVE BOSTON MA 02215

X X X X X X TERTIARY CARE ACADEMIC MEDICAL CENTER BETH ISRAEL DEACONESS MEDICAL CENTER 1 1 1 200.000000000000 1 400.000000000000 1 X X X X X X X 1 1 X X X 1 0 1 X 0 0 3 BETH ISRAEL DEACONESS HEALTHCARE LEXIN

482 BEDFORD STREET LEXINGTON MA 02420

OUTPATIENT MEDICAL CARE BETH ISRAEL DEACONESS HEALTHCARE CHELS

1000 BROADWAY CHELSEA MA 02150

OUTPATIENT MEDICAL CARE 3 BOWDOIN STREET HEALTH CENTER

230 BOWDOIN STREET DORCHESTER MA 02122

OUTPATIENT MEDICAL CARE PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 26869425. SCHEDULE H PART VI SUPPLEMENTAL INFORMATION THE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW THE MEDICAL CENTER CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AS WELL AS COMMUNITY BUILDING ACTIVITIES. AS DEMONSTRATED IN THIS SCHEDULE H, MORE THAN 28% OF THE MEDICAL CENTER'S TOTAL EXPENSES, NET OF BAD DEBT EXPENSE REPORTED IN FORM 990 PART IX, LINE 24D, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. THE MEDICAL CENTER PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL. THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND AT THE MEDICAL CENTER UPON REQUEST. DETAIL FROM THAT FILING IS INCLUDED IN THE NARRATIVE DETAIL TO THIS SCHEDULE H. THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT THE MEDICAL CENTER FILED WITH THE ATTORNEY GENERAL'S OFFICE. FINANCIAL ASSISTANCE AND MEANS TESTED GOVERNMENT PROGRAMS: FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS FINANCIAL ASSISTANCEAS REPORTED IN THE MEDICAL CENTER'S CONSOLIDATED FINANCIAL STATEMENT AND IN THIS FORM 990, SCHEDULE H, THE MEDICAL CENTER'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND PAYMENTS TO AND RECEIPTS FROM THE HEALTH SAFETY NET TRUST, WAS $18,590,587 IN FISCAL YEAR ENDED SEPTEMBER 30, 2012 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A. AS NOTED THROUGHOUT THIS FORM 990, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER. THE OPERATIONS OF HMFP AND THE ENTITIES FOR WHICH HMFP SERVES AS MEMBER ARE INTEGRALLY RELATED TO THE MEDICAL CENTER'S ACCOMPLISHMENTS OF ITS PURPOSES. AS PART OF THIS RELATIONSHIP, HMFP PATIENTS WHO MEET THE FREE CARE CRITERIA OF THE MEDICAL CENTER ARE PROVIDED FREE CARE AT HMFP AND ITS AFFILIATED ENTITIES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, HMFP AND ITS AFFILIATED ENTITIES PROVIDED ADDITIONAL NET FREE CARE TO PATIENTS IN THE AMOUNT OF $4,032,974. SEE ADDITIONAL INFORMATION BELOW IN THIS SCHEDULE H NARRATIVE.OTHER UNCOMPENSATED CHARITY CARE - MEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, THE MEDICAL CENTER ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW INCOME FAMILIES, INCLUDING THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS WHICH INSURE LOW INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 20.7% OR 214,666 OF THE MEDICAL CENTER'S PATIENT CASES WERE WITH MEDICAID PATIENTS. THIS TRANSLATES TO $124,217,347 IN MEDICAID REVENUE WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY THE MEDICAL CENTER FOR SUCH SERVICES BY $26,449,283, AS REPORTED ON THIS SCHEDULE H, PART I, LINE 7B MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND THE MEDICAL CENTER PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 29.6% OR 306,216 OF THE MEDICAL CENTER'S PATIENT ENCOUNTERS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO $313,507,085. HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $5,937,966. AS PREVIOUSLY NOTED IN THIS FORM 990, OF THAT AMOUNT, $3,511,424 RELATES TO THE PROVISION OF INPATIENT PSYCHIATRIC CARE AND IS INCLUDED ON THIS SCHEDULE H, PART I, LINE 7G, AS PART OF SUBSIDIZED HEALTH SERVICES. ALTHOUGH THE MEDICAL CENTER CONSIDERS THE PROVISION OF CLINICAL CARE TO ALL MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, THE ADDITIONAL MEDICARE SHORTFALL OF $2,426,542 IS NOT QUANTIFIED ON PAGE 1 OF THE SCHEDULE H. INSTEAD, PER THE IRS INSTRUCTIONS TO SCHEDULE H, THE MEDICAL CENTER HAS SEPARATELY REPORTED THIS AMOUNT IN SCHEDULE H, PART III, LINE 7, AS REQUIRED.BAD DEBTSAS REPORTED IN THE BETH ISRAEL DEACONESS MEDICAL CENTER AND AFFILIATES AUDITED FINANCIAL STATEMENT FOR THE PERIOD COVERED BY THIS FILING, IN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, THE MEDICAL CENTER ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. CHARGES FOR THOSE SERVICES WERE $26,869,425 DURING THE FISCAL PERIOD COVERED BY THIS FILING AS REPORTED IN THE FINANCIAL STATEMENTS AND AS REPORTED ON FORM 990 PART IX, FUNCTIONAL EXPENSES. THE ESTIMATED COST OF PROVIDING SUCH SERVICES WAS APPROXIMATELY $5,724,048 IN 2012 AND IS REPORTED IN THIS NARRATIVE ONLY FOR PURPOSES OF COMPARISON WITH THE PRIOR YEAR FORM 990 FILING. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, THIS AMOUNT HAS NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H, PART I, LINE 7. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H, PART III AS REQUIRED.THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F WERE BASED ON EACH ITEM OF COMMUNITY BENEFIT AS REQUIRED AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990 DECREASED BY THE BAD DEBT EXPENSE BASED ON CHARGES ALSO REPORTED IN THE PART IX OF THIS FORM 990.EMERGENCY CARE ACCESSTHE MEDICAL CENTER IS THE FRONTLINE CAREGIVER PROVIDING MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OFFERS THIS CARE FOR ALL PATIENTS THAT COME TO OUR FACILITY 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR. CREDIT AND COLLECTION POLICY GUIDING PRINCIPLES THE MEDICAL CENTER ASSISTS PATIENTS IN OBTAINING FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND OTHER SOURCES WHENEVER APPROPRIATE. TO REMAIN VIABLE AS IT FULFILLS ITS MISSION, THE MEDICAL CENTER MUST MEET ITS FIDUCIARY RESPONSIBILITY TO APPROPRIATELY BILL AND COLLECT FOR MEDICAL SERVICES PROVIDED TO PATIENTS. THE MEDICAL CENTER'S CREDIT AND COLLECTION POLICY, WHICH APPLIES TO THE MEDICAL CENTER AND ANY OTHER ENTITY WHICH IS PART OF THE MEDICAL CENTER'S LICENSE OR TAX IDENTIFICATION NUMBER, IS DESIGNED TO COMPLY WITH BOTH THE MASSACHUSETTS HEALTH SAFETY NET REGULATIONS ON CREDIT AND COLLECTION POLICIES, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES MEDICARE BAD DEBT REQUIREMENTS, THE MEDICARE PROVIDER REIMBURSEMENT MANUAL AND THE FEDERAL HEALTHCARE REFORM LAW'S "FINANCIAL ASSISTANCE POLICY" FOR WHICH THE IRS HAD PROVIDED PRELIMINARY GUIDANCE AT THE TIME THE MEDICAL CENTER FINALIZED THIS POLICY. THE MEDICAL CENTER CONTINUES TO MONITOR GUIDANCE FROM THE IRS AS IT IS ISSUED. THE MEDICAL CENTER DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, CITIZENSHIP, ALIENAGE, RELIGION, CREED, SEX, SEXUAL ORIENTATION, DISABILITY, OR AGE IN ITS POLICIES OR IN ITS APPLICATION OF POLICIES CONCERNING THE ACQUISITION AND VERIFICATION OF FINANCIAL INFORMATION, PRE-ADMISSION OR PRE-TREATMENT DEPOSITS, PAYMENT PLANS, DEFERRED OR REJECTED ADMISSIONS, LOW INCOME PATIENT STATUS AS DETERMINED BY THE MASSACHUSETTS OFFICE OF MEDICAID, IN ITS DETERMINATION THAT A PATIENT IS LOW-INCOME, OR IN ITS BILLING AND COLLECTION PRACTICES. CREDIT AND COLLECTION POLICY - NOTICE OF AVAILABILITY OF FINANCIAL ASSISTANCE AND OTHER COVERAGE OPTIONSFINANCIAL ASSISTANCE IS INTENDED TO ASSIST LOW-INCOME PATIENTS WHO DO NOT OTHERWISE HAVE THE ABILITY TO PAY FOR THEIR HEALTH CARE SERVICES. SUCH ASSISTANCE TAKES INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. FOR PATIENTS THAT ARE UNINSURED OR UNDERINSURED, THE MEDICAL CENTER WILL ASSIST THEM IN APPLYING FOR AVAILABLE FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE MEDICAL CENTER PROVIDES THIS ASSISTANCE FOR BOTH RESIDENTS AND NON-RESIDENTS OF MASSACHUSETTS; HOWEVER, THERE MAY NOT BE COVERAGE FOR A MASSACHUSETTS HOSPITAL'S SERVICES THROUGH AN OUT-OF STATE PROGRAM. IN ORDER FOR THE MEDICAL CENTER TO ASSIST UNINSURED AND UNDERINSURED PATIENTS FIND THE MOST APPROPRIATE COVERAGE OPTIONS, PATIENTS MUST ACTIVELY WORK WITH THE HOSPITAL'S FINANCIAL COUNSELORS TO VERIFY THEIR FINANCIAL AND OTHER INFORMATION THAT COULD BE USED IN DETERMINING ELIGIBILITY. THE MEDICAL CENTER ADVISES PATIENTS OF THEIR RIGHT TO (I) APPLY FOR MASSHEALTH AND LOW INCOME PATIENT DETERMINATION AND (II) A PAYMENT PLAN. THE MEDICAL CENTER'S FINANCIAL CLEARANCE UNIT (FCU) WILL ASSIST PATIENTS IN FULFILLING THEIR RIGHT TO APPLY FOR COVERAGE WITHIN A FINANCIAL ASSISTANCE PROGRAM INCLUDING MASSHEALTH, COMMONWEALTH CARE, CHILDREN'S MEDICAL SECURITY PLAN, HEALTHY START, MEDICAL HARDSHIP THROUGH THE HEALTH SAFETY NET, HEALTH SAFETY NET AND/OR OTHER FINANCIAL PROGRAMS AS AVAILABLE AND APPROPRIATE.THE MEDICAL CENTER ALSO WILL ASSIST UNINSURED OR UNDERINSURED PATIENTS, WHEN REQUESTED OR AS IDENTIFIED THROUGH INTERNAL SCREENING PROCEDURES, IN APPLYING FOR AVAILABLE FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID MEDICAL CENTER BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED PATIENTS FIND AVAILABLE AND APPROPRIATE FINANCIAL ASSISTANCE PROGRAMS, THE MEDICAL CENTER WILL PROVIDE ALL PATIENTS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PROGRAMS IN BOTH THE INITIAL BILL THAT IS SENT TO PATIENTS WHO HAVE A FINANCIAL LIABILITY AS WELL AS IN GENERAL NOTICES THAT ARE POSTED THROUGHOUT THE MEDICAL CENTER.THE MEDICAL CENTER WILL TRY TO IDENTIFY AVAILABLE COVERAGE OPTIONS FOR PATIENTS WHO MAY BE UNINSURED OR UNDERINSURED WITH THEIR CURRENT INSURANCE PROGRAM WHEN THE PATIENT IS SCHEDULING SERVICES, WHILE THE PATIENT IS AT THE MEDICAL CENTER, UPON DISCHARGE, AND/OR FOR A REASONABLE TIME FOLLOWING DISCHARGE FROM THE HOSPITAL. THE HOSPITAL WILL DIRECT ALL PATIENTS SEEKING INFORMATION ON AVAILABLE COVERAGE OPTIONS OR THOSE THAT THE HOSPITAL DETERMINES MAY BE ELIGIBLE TO THE HOSPITAL'S FCU WHERE PATIENT FINANCIAL COUNSELORS CAN SCREEN PATIENTS FOR ELIGIBILITY IN AN APPROPRIATE COVERAGE OPTION. THE HOSPITAL WILL THEN ASSIST THE PATIENT IN APPLYING FOR APPROPRIATE COVERAGE OPTIONS THAT ARE AVAILABLE TO THEM.WHEN REQUESTED, THE HOSPITAL WILL ALSO PROVIDE INFORMATION ON HOW TO CONTACT THE APPROPRIATE STAFF WITHIN THE HOSPITAL'S FINANCE OFFICE TO VERIFY THE ACCURACY OF THE HOSPITAL BILL OR TO DISPUTE CERTAIN CHARGES. CONTACT INFORMATION IS PRINTED ON ALL PATIENT STATEMENTS.FOR CASES WHERE THE HOSPITAL IS USING THE VIRTUAL GATEWAY APPLICATION, THE HOSPITAL WILL ASSIST THE PATIENT IN COMPLETING THE APPLICATION FOR MASSHEALTH, COMMONWEALTH CARE, CHILDREN'S MEDICAL SECURITY PLAN, HEALTHY START, HEALTH SAFETY NET, OR OTHER FORMS OF FINANCIAL ASSISTANCE PROGRAMS AS THEY BECOME PART OF THE VIRTUAL GATEWAY PROGRAM, WHICH IS AN INTERNET PORTAL DESIGNED BY THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES IN ORDER TO PROVIDE THE GENERAL PUBLIC, MEDICAL PROVIDERS, AND COMMUNITY-BASED ORGANIZATIONS WITH AN ONLINE APPLICATION FOR THE PROGRAMS OFFERED BY THE COMMONWEALTH. CREDIT AND COLLECTION POLICY - ELIGIBILITY FOR FINANCIAL ASSISTANCE PROGRAM THE MEDICAL CENTER PROVIDES PATIENTS WITH INFORMATION ABOUT FINANCIAL ASSISTANCE PROGRAMS THAT ARE AVAILABLE THROUGH THE COMMONWEALTH OF MASSACHUSETTS OR OTHER AVAILABLE PROGRAMS FOR WHICH THE PATIENT MAY BE ELIGIBLE, WHICH MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILL. FOR PATIENTS THAT REQUEST SUCH ASSISTANCE, THE HOSPITAL ASSISTS THEM BY SCREENING FOR ELIGIBILITY IN AN AVAILABLE PUBLIC PROGRAM AND ASSISTING THEM IN APPLYING FOR THE PROGRAM. THESE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: MASSHEALTH, COMMONWEALTH CARE, CHILDREN'S MEDICAL SECURITY PLAN, HEALTHY START, HEALTH SAFETY NET, AND OTHERS. WHEN APPLICABLE, THE HOSPITAL MAY ALSO ASSIST PATIENTS IN APPLYING FOR COVERAGE OF SERVICES AS A MEDICAL HARDSHIP BASED ON THE PATIENT'S DOCUMENTED FAMILY INCOME, CURRENT AND PRIOR INSURANCE COVERAGE AND ALLOWABLE MEDICAL EXPENSES. IT IS THE PATIENT'S OBLIGATION TO PROVIDE THE FINANCIAL COUNSELORS WITH ACCURATE AND TIMELY INFORMATION REGARDING THEIR FULL NAME, ADDRESS, TELEPHONE NUMBER, DATE OF BIRTH, SOCIAL SECURITY NUMBER (IF AVAILABLE), CURRENT HEALTH INSURANCE COVERAGE OPTIONS, INCLUDING OTHER INSURANCE OR COVERAGE OPTIONS (SUCH AS MOTOR VEHICLE POLICY OR WORKER'S COMPENSATION POLICY) THAT CAN COVER THE COST OF THE CARE RECEIVED AND ANY OTHER APPLICABLE FINANCIAL RESOURCES, AND CITIZENSHIP AND RESIDENCY INFORMATION. THIS INFORMATION IS USED TO DETERMINE IF THE PATIENT IS ELIGIBLE TO APPLY FOR CERTAIN HEALTH INSURANCE PROGRAMS. IF THERE IS NO SPECIFIC COVERAGE FOR THE SERVICES PROVIDED, THE HOSPITAL WILL USE THE INFORMATION TO DETERMINE IF THE SERVICES MAY BE COVERED BY AN APPLICABLE PROGRAM THAT WILL COVER CERTAIN SERVICES DEEMED BAD DEBT. IN ADDITION, THE HOSPITAL WILL USE THIS INFORMATION TO DISCUSS ELIGIBILITY FOR CERTAIN HEALTH INSURANCE PROGRAMS. THE SCREENING AND APPLICATION PROCESS FOR A PUBLIC HEALTH INSURANCE PROGRAM IS DONE THROUGH THE VIRTUAL GATEWAY, WHICH IS AN INTERNET PORTAL DESIGNED BY THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES IN ORDER TO PROVIDE THE GENERAL PUBLIC, MEDICAL PROVIDERS, AND COMMUNITY-BASED ORGANIZATIONS WITH AN ONLINE APPLICATION FOR THE PROGRAMS OFFERED BY THE STATE, OR THROUGH A STANDARD PAPER APPLICATION THAT IS COMPLETED BY THE PATIENT AND SUBMITTED DIRECTLY TO THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES FOR PROCESSING AS THIS OFFICE SOLELY MANAGES THE APPLICATION PROCESS LISTED ABOVE, WHICH IS AVAILABLE FOR CHILDREN, ADULTS, SENIORS, VETERANS, HOMELESS, AND DISABLED INDIVIDUALS. THE HOSPITAL SPECIFICALLY ASSISTS THE PATIENT IN COMPLETING THE APPLICATION AND SECURING THE NECESSARY DOCUMENTATION REQUIRED BY THE APPLICABLE FINANCIAL ASSISTANCE PROGRAM. NECESSARY DOCUMENTATION INCLUDES PROOF OF: (1) ANNUAL HOUSEHOLD INCOME (PAYROLL STUBS, RECORD OF SOCIAL SECURITY PAYMENTS, AND A LETTER FROM THE EMPLOYER, TAX RETURNS, OR BANK STATEMENTS), (2) CITIZENSHIP AND IDENTITY, AND (3) IMMIGRATION STATUS FOR NON-CITIZENS (IF APPLICABLE), AND (4) ASSETS OF THOSE INDIVIDUALS WHO ARE ALSO ENROLLED IN THE MEDICARE PROGRAM. THE HOSPITAL WILL THEN SUBMIT THIS DOCUMENTATION TO THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES AND ASSIST THE PATIENT IN SECURING ANY ADDITIONAL DOCUMENTATION IF SUCH IS REQUESTED BY THE COMMONWEALTH AFTER COMPLETING THE APPLICATION. THE COMMONWEALTH PLACES A THREE DAY TIME LIMITATION ON SUBMITTING ALL NECESSARY DOCUMENTATION FOLLOWING THE SUBMISSION OF THE APPLICATION FOR A PROGRAM. FOLLOWING THIS THREE DAY PERIOD, THE PATIENT MUST WORK WITH THE MASSHEALTH ENROLLMENT CENTERS TO SECURE THE ADDITIONAL DOCUMENTATION NEEDED FOR ENROLLMENT IN THE APPLICABLE FINANCIAL ASSISTANCE PROGRAM.IN SPECIAL CIRCUMSTANCES, THE HOSPITAL MAY APPLY FOR THE PATIENT FOR ELIGIBILITY IN THE HEALTH SAFETY NET PROGRAM USING A SPECIFIC FORM DESIGNED BY THE MASSACHUSETTS DIVISION OF HEALTH CARE FINANCE AND POLICY. SPECIAL CIRCUMSTANCES INCLUDE INDIVIDUALS SEEKING FINANCIAL ASSISTANCE COVERAGE DUE TO BEING INCARCERATED, VICTIMS OF SPOUSAL ABUSE, OR INDIVIDUALS APPLYING DUE TO A MEDICAL HARDSHIP.ALL VIRTUAL GATEWAY APPLICATIONS ARE REVIEWED AND PROCESSED BY THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES WHICH USES THE FEDERAL POVERTY GUIDELINES, ASSET INFORMATION AS WELL AS NECESSARY DOCUMENTATION LISTED ABOVE AS THE BASIS FOR DETERMINING ELIGIBILITY FOR STATE SPONSORED PUBLIC ASSISTANCE PROGRAMS. THE MEDICAL CENTER HAS NO ROLE IN THE DETERMINATION OF PROGRAM ELIGIBILITY MADE BY THE COMMONWEALTH, BUT MAY TAKE A DIRECT ROLE IN APPEALING OR SEEKING INFORMATION RELATED TO THE COVERAGE DECISIONS AT THE PATIENT'S REQUEST. IT IS STILL THE PATIENT'S RESPONSIBILITY TO INFORM THE HOSPITAL OF ALL COVERAGE DECISIONS MADE BY THE COMMONWEALTH TO ENSURE ACCURATE AND TIMELY ADJUDICATION OF ALL HOSPITAL BILLS. CREDIT AND COLLECTION POLICY - BIDMC STANDARD COLLECTION PRACTICES AS PREVIOUSLY NOTED IN THE NARRATIVE TO THIS FORM 990, SCHEDULE H, PART III, SECTION C, LINE 9, THE MEDICAL CENTER ASSISTS PATIENTS IN OBTAINING FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND OTHER SOURCES WHENEVER APPROPRIATE. ADDITIONALLY, TO REMAIN VIABLE AS IT FULFILLS ITS MISSION, THE MEDICAL CENTER MUST MEET ITS FIDUCIARY RESPONSIBILITY TO APPROPRIATELY BILL AND COLLECT FOR MEDICAL SERVICES PROVIDED TO PATIENTS. AS SUCH, THE MEDICAL CENTER HAS A FIDUCIARY DUTY TO SEEK REIMBURSEMENT FOR SERVICES IT HAS PROVIDED FROM INDIVIDUALS WHO ARE ABLE TO PAY, FROM THIRD PARTY INSURERS WHO COVER THE COST OF CARE, AND FROM OTHER PROGRAMS OF ASSISTANCE FOR WHICH THE PATIENT IS ELIGIBLE. TO DETERMINE WHETHER A PATIENT IS ABLE TO PAY FOR THE SERVICES PROVIDED AS WELL AS TO ASSIST THE PATIENT IN FINDING ALTERNATIVE COVERAGE OPTIONS IF THEY ARE UNINSURED OR UNDERINSURED, THE MEDICAL CENTER HAS ESTABLISHED CRITERIA RELATED TO BILLING AND COLLECTING FROM PATIENTS. THE MEDICAL CENTER MAKES THE SAME REASONABLE EFFORT AND FOLLOWS THE SAME REASONABLE PROCESS FOR COLLECTING ON BILLS OWED BY AN UNINSURED PATIENT AS IT DOES FOR ALL OTHER PATIENTS. THE MEDICAL CENTER WILL FIRST SHOW THAT IT HAS A CURRENT UNPAID BALANCE THAT IS RELATED TO SERVICES PROVIDED TO THE PATIENT AND NOT COVERED BY A PRIVATE INSURER OR A FINANCIAL ASSISTANCE PROGRAM. THE MEDICAL CENTER ALSO HAS ESTABLISHED CRITERIA RELATED TO BILLING AND COLLECTING FROM PATIENTS. THE MEDICAL CENTER AND/OR ITS AGENTS DO NOT CHARGE INTEREST ON AN OVERDUE BALANCE FOR A LOW INCOME PATIENT OR ANY OTHER PATIENT. THE MEDICAL CENTER FOLLOWS THE MASSACHUSETTS MEDICAL HARDSHIP INCOME LEVELS AND PERCENTAGES IN DETERMINING FINANCIAL ASSISTANCE ELIGIBILITY. THERE ARE NO INCOME LIMITS FOR MEDICAL HARDSHIP. MASSACHUSETTS RESIDENTS AT ALL INCOME LEVELS ARE ELIGIBLE IF A PATIENT'S FAMILY ALLOWED MEDICAL BILLS ARE HIGHER THAN A SPECIFIED SLIDING SCALE PERCENTAGE OF FAMILY INCOME.CREDIT AND COLLECTION POLICY - OUTSIDE COLLECTION AGENCIESTHE MEDICAL CENTER CONTRACTS WITH OUTSIDE COLLECTION AGENCIES TO ASSIST IN THE COLLECTION OF CERTAIN ACCOUNTS, INCLUDING PATIENT RESPONSIBLE AMOUNTS NOT RESOLVED AFTER ISSUANCE OF HOSPITAL BILLS OR FINAL NOTICES. HOWEVER, AS DETERMINED THROUGH THE MEDICAL CENTER'S CREDIT AND COLLECTION POLICY, THE MEDICAL CENTER MAY ASSIGN SUCH DEBT AS BAD DEBT OR CHARITY CARE (OTHERWISE DEEMED AS UNCOLLECTIBLE) PRIOR TO 120 DAYS IF IT IS ABLE TO DETERMINE THAT THE PATIENT WAS UNABLE TO PAY FOLLOWING THE MEDICAL CENTER'S OWN INTERNAL FINANCIAL ASSISTANCE PROGRAM.THE MEDICAL CENTER HAS A SPECIFIC AUTHORIZATION OR CONTRACT WITH ITS OUTSIDE COLLECTION AGENCIES AND REQUIRES SUCH AGENCIES TO ABIDE BY THE MEDICAL CENTER'S CREDIT AND COLLECTION POLICIES FOR DEBTS THAT THE AGENCY IS PURSUING, INCLUDING THE OBLIGATION TO REFRAIN FROM "EXTRAORDINARY COLLECTION ACTIVITIES" UNTIL SUCH TIME AS THE MEDICAL CENTER HAS MADE A REASONABLE EFFORT AND FOLLOWED A REASONABLE PROCESS FOR DETERMINING THAT A PATIENT IS ENTITLED TO ASSISTANCE OR EXEMPTION FROM ANY COLLECTION OR BILLING PROCEDURES UNDER THIS CREDIT AND COLLECTION POLICY. ALL OUTSIDE COLLECTION AGENCIES HIRED BY THE MEDICAL CENTER WILL PROVIDE THE PATIENT WITH AN OPPORTUNITY TO FILE A GRIEVANCE AND WILL FORWARD TO THE MEDICAL CENTER THE RESULTS OF SUCH PATIENT GRIEVANCES. THE MEDICAL CENTER REQUIRES THAT ANY OUTSIDE COLLECTION AGENCY THAT IT USES IS LICENSED BY THE COMMONWEALTH OF MASSACHUSETTS AND THAT THE OUTSIDE COLLECTION AGENCY ALSO IS IN COMPLIANCE WITH THE MASSACHUSETTS ATTORNEY GENERAL'S DEBT COLLECTION REGULATIONS. CREDIT AND COLLECTION POLICY - EXEMPTION FROM BIDMC COLLECTION PRACTICES THE MEDICAL CENTER EXEMPTS PATIENTS ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM, INCLUDING BUT NOT LIMITED TO, MASSHEALTH, EMERGENCY AID TO THE ELDERLY, DISABLED AND CHILDREN, HEALTHY START, CHILDREN'S MEDICAL SECURITY PLAN AND "LOW INCOME PATIENTS" AS DETERMINED BY THE OFFICE OF MEDICAID, SUBJECT TO SOME EXCEPTIONS, FROM ANY COLLECTION OR BILLING PROCEDURES BEYOND THE INITIAL BILL PURSUANT TO STATE REGULATIONS.CREDIT AND COLLECTION POLICY - HOSPITAL FINANCIAL ASSISTANCE PROGRAMSTHE MEDICAL CENTER, WHEN REQUESTED BY THE PATIENT AND BASED ON INTERNAL REVIEW OF EACH PATIENT'S FINANCIAL STATUS, MAY OFFER AN ADDITIONAL DISCOUNT ON AN UNPAID BILL. ANY SUCH REVIEW SHALL BE PART OF A SEPARATE HOSPITAL FINANCIAL ASSISTANCE PROGRAM THAT IS APPLIED ON A UNIFORM BASIS TO PATIENTS. ANY DISCOUNT THAT IS PROVIDED BY THE MEDICAL CENTER IS CONSISTENT WITH FEDERAL AND STATE REQUIREMENTS, AND DOES NOT INFLUENCE A PATIENT'S ABILITY TO RECEIVE SERVICES FROM THE MEDICAL CENTER. SUCH PROGRAMS INCLUDE: PROMPT PAY DISCOUNTS FOR UNINSURED PATIENTS, ONE TIME OR SPECIAL CIRCUMSTANCE SITUATIONS AND PAYMENT PLANS.CREDIT AND COLLECTION POLICY - DISCOUNT FOR UNINSURED PATIENTSIN ADDITION TO THE FINANCIAL ASSISTANCE INFORMATION PROVIDED ABOVE, THE MEDICAL CENTER GIVES A SELF-PAY DISCOUNT TO PATIENTS WHO ARE UNINSURED. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSCOMMUNITY BENEFITS MISSION STATEMENTTHE MEDICAL CENTER IS COMMITTED TO OUR COMMUNITY. THE MEDICAL CENTER HAS A COVENANT TO CARE FOR THE UNDERSERVED AND TO WORK TO CHANGE DISPARITIES IN ACCESS TO CARE AND TO THAT END THE BOARD OF DIRECTORS HAS CHARGED ITS PERMANENT COMMUNITY BENEFITS COMMITTEE WITH AUTHORITY AND OVERSIGHT OF ACTIVITIES TO FULFILL THE MISSION OF COMMUNITY BENEFITS. THE MEDICAL CENTER KNOWS THAT TO BE SUCCESSFUL IT NEEDS TO LEARN FROM THOSE IT SERVES. THIS COMMUNITY BENEFIT MISSION IS FULFILLED BY:-IMPLEMENTING PROGRAMS AND SERVICES IN GREATER BOSTON AND OUTER CAPE COD TO IMPROVE THE CURRENT AND FUTURE HEALTH STATUS OF MEDICALLY UNDERSERVED COMMUNITIES WHICH ARE CHALLENGED BY BARRIERS IN ACCESSING AND INTERACTING EFFECTIVELY WITH THE HEALTHCARE SYSTEM AND IMPACTED BY OTHER SOCIAL DETERMINANTS OF HEALTH.-ENSURING THAT THE MEDICAL CENTER IS WELCOMING AND INCLUSIVE AND THAT ALL PATIENTS RECEIVE EQUITABLE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE; AND-ENCOURAGING COLLABORATIVE RELATIONSHIPS WITH OTHER PROVIDERS AND GOVERNMENT ENTITIES TO SUPPORT AND ENHANCE RATIONAL AND EFFECTIVE HEALTH POLICIES AND PROGRAMS. DURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $ 6,954,727 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS PROCESSTHE BOARD OF DIRECTORS HAS CHARGED ITS PERMANENT COMMUNITY BENEFITS COMMITTEE WITH AUTHORITY AND OVERSIGHT OF ACTIVITIES TO FULFILL THE MISSION OF COMMUNITY BENEFITS. SPECIFICALLY, THE RESPONSIBILITIES OF THE COMMITTEE ARE TO:"(I) RECOMMEND BROAD GUIDELINES BY WHICH THE CORPORATION'S PROGRAMS AND POLICIES SERVE ITS COMMUNITIES; (II) MAKE RECOMMENDATIONS OF POLICIES AND PRIORITIES WITH REGARD TO PROGRAMS THAT MEET THE HEALTH CARE NEEDS OF ITS COMMUNITIES; (III) STRENGTHEN THE INTEGRATION OF THE CORPORATION'S COMMUNITY SERVICE ACTIVITIES, PUBLIC HEALTH PROGRAMS AND ITS OVERALL STRATEGIC PLANNING EFFORTS; (IV) REVIEW, AT LEAST ANNUALLY, THE EXTENT AND NATURE OF THE COMMITMENT OF RESOURCES TO PROGRAMS TARGETED AT IMPROVING THE CURRENT AND FUTURE HEALTH STATUS OF SURROUNDING COMMUNITIES; (V) ENCOURAGE COLLABORATIVE RELATIONSHIPS WITH OTHER PROVIDERS AND GOVERNMENT ENTITIES TO SUPPORT AND ENHANCE RATIONAL AND EFFECTIVE PUBLIC HEALTH POLICIES AND PROGRAMS; (VI) DISCUSS PUBLIC POLICY ISSUES AND RELEVANT LEGAL AND REGULATORY MATTERS RELATED TO PUBLIC HEALTH AND COMMUNITY BENEFITS AND ADVISE THE BOARD OF TRUSTEES OF THE IMPLICATIONS FOR THE CORPORATION; AND (VII) EDUCATE TRUSTEES, STAFF AND THE COMMUNITY ABOUT HOW THE CORPORATION ADDRESSES ITS MISSION TO FOCUS ON THE HEALTH NEEDS OF ITS COMMUNITIES."THE MEMBERSHIP OF THE MEDICAL CENTER'S COMMUNITY BENEFITS COMMITTEE ASPIRES TO BE REPRESENTATIVE OF THE CONSTITUENCIES AND TARGET POPULATIONS OF OUR PROGRAMMATIC ENDEAVORS INCLUDING THOSE FROM DIVERSE RACIAL AND ETHNIC BACKGROUNDS, AGE, GENDER, SEXUAL ORIENTATION AND GENDER IDENTITY, AS WELL AS THOSE FROM CORPORATE AND NON-PROFIT COMMUNITY ORGANIZATIONS. SENIOR MANAGEMENT IS ACTIVELY ENGAGED IN THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY BENEFITS PLAN, ENSURING THAT THE MEDICAL CENTER'S POLICIES AND RESOURCES ARE ALLOCATED TO SUPPORT PLANNED ACTIVITIES.IT IS NOT ONLY THE BOARD AND SENIOR LEADERSHIP THAT ARE HELD ACCOUNTABLE IN FULFILLING THE MEDICAL CENTER'S COMMUNITY BENEFITS MISSION. CONSISTENT WITH THE MEDICAL CENTER'S CORE VALUES IS THE RECOGNITION THAT THE MOST SUCCESSFUL COMMUNITY BENEFITS PROGRAMS ARE THOSE THAT ARE IMPLEMENTED ORGANIZATION-WIDE AND INTEGRATED INTO THE VERY FABRIC OF THE MEDICAL CENTER'S CULTURE, POLICIES AND PROCEDURES. IT IS NOT A STAND-ALONE EFFORT THAT IS THE RESPONSIBILITY OF ONE STAFF OR DEPARTMENT BUT RATHER AN ORIENTATION AND VALUE MANIFESTED THROUGHOUT OUR STRUCTURE, REFLECTED IN HOW WE PROVIDE CARE HERE AT THE MEDICAL CENTER AND IN AFFILIATED PRACTICES IN URBAN NEIGHBORHOODS AND CERTAIN RURAL AREAS.PROVIDING DIRECTION FOR OUR COLLECTIVE COMMITMENT AND EFFORT ARE THE COMMUNITY BENEFIT GUIDING PRINCIPLES THAT FOLLOW. ADOPTED BY A BROAD-BASED CONSTITUENCY OF BOARD, SENIOR LEADERSHIP AND STAFF, THESE PRINCIPLES PROVIDE THE FRAMEWORK FOR THE EXECUTION OF THE PLAN, SPEARHEADED BY THE DIRECTOR OF COMMUNITY BENEFITS. THE DIRECTOR OF COMMUNITY BENEFITS IS ACCOUNTABLE TO THE SENIOR VICE PRESIDENT OF COMMUNITY AFFAIRS WITH DIRECT ACCESS TO THE PRESIDENT/CEO. IT IS THE RESPONSIBILITY OF THESE THREE SENIOR MANAGERS TO ENSURE THAT COMMUNITY BENEFITS IS ADDRESSED BY THE ENTIRE ORGANIZATION AND THAT THE NEEDS OF UNDERSERVED POPULATIONS ARE CONSIDERED EVERY DAY IN DISCUSSIONS ON RESOURCE ALLOCATION, POLICIES, AND PROGRAM DEVELOPMENT. THIS IS THE STRUCTURE AND METHODOLOGY EMPLOYED TO ENSURE THAT COMMUNITY BENEFITS IS NOT THE PURVIEW OF ONE OFFICE ALONE AND TO MAXIMIZE THE EXTENT TO WHICH EFFORTS ACROSS THE ORGANIZATION ARE FULFILLING THE GOALS OF COMMUNITY BENEFITS.THE MEDICAL CENTER ACCOMPLISHES THESE GOALS BY PARTNERING WITH OUR COMMUNITY AS FOLLOWS:-THE MEDICAL CENTER PARTNERS WITH COMMUNITY LEADERS AND COMMUNITY-BASED ORGANIZATIONS WHO SERVE AS LINKS TO THE COMMUNITY AND TEACHERS OF HOW WE CAN BETTER SERVE THE POPULATIONS THEY REPRESENT. IN ADDITION, THE MEDICAL CENTER COLLABORATES WITH A WIDE VARIETY OF ORGANIZATIONS BECAUSE HEALTHCARE SERVICES BY THEMSELVES ARE NOT ADEQUATE TO MAXIMIZE IMPROVEMENT OF HEALTH STATUS.-IMPROVING THE COMMUNITY'S HEALTH REQUIRES MORE THAN CLINICAL SERVICES. THE MEDICAL CENTER LOOKS TO PUBLIC HEALTH, PREVENTION, AND OTHER HEALTH-RELATED APPROACHES NOT TRADITIONALLY PROVIDED BY MANY ACUTE CARE HOSPITALS.-THE MEDICAL CENTER'S COMMITMENT TO THE COMMUNITY BENEFITS MISSION IS AS FUNDAMENTAL AS ITS COMMITMENT TO ITS PATIENT CARE AND ACADEMIC MISSIONS. THAT IS, RATHER THAN ABANDON ANY OF THESE FUNDAMENTAL MISSIONS WHEN BUDGET RESTRAINTS ARISE, THE MEDICAL CENTER WILL CONSTANTLY SEEK WAYS TO FULFILL ALL OF THEM IN AS EFFECTIVE AND EFFICIENT A MANNER AS POSSIBLE.-COMMUNITY BENEFITS PROGRAMS ARE MOST SUCCESSFUL WHEN IMPLEMENTED ORGANIZATION-WIDE, JUST AS QUALITY AND RESPECT. COMMUNITY BENEFITS CANNOT SUCCEED AS A STAND-ALONE ACTIVITY. THE IMPORTANCE OF THESE PRINCIPLES AND THE EFFORTS THAT RESULT MUST BE EMBRACED BY TRUSTEES, SENIOR MANAGEMENT AND PROVIDERS ALIKE, AS WELL AS BY THE COMMUNITIES SERVED. COMMUNITY PARTNERS THE COMMUNITY BENEFITS PLAN IS DEVELOPED IN CONCERT WITH COMMUNITY PARTNERS, BASED ON COMMUNITY SELF-DEFINITION OF PARTICULAR HEALTH CONCERNS AND ISSUES, AND INTEGRATED WITH AVAILABLE DATA ON PUBLIC HEALTH INDICATORS. IN MOST CIRCUMSTANCES, COMMUNITY COLLABORATORS ARE THE MEDICAL CENTER'S SEVEN AFFILIATED HEALTH CENTERS THAT COLLECTIVELY SERVE APPROXIMATELY 100,000 PATIENTS IN 15 SITES. THESE CENTERS ARE:-BOWDOIN STREET HEALTH CENTER-THE DIMOCK CENTER-FENWAY HEALTH-JOSEPH M. SMITH COMMUNITY HEALTH CENTER-OUTER CAPE HEALTH SERVICES-SIDNEY BORUM JR. HEALTH SERVICES-SOUTH COVE COMMUNITY HEALTH CENTERTHROUGH THESE COLLABORATIVE PARTNERSHIPS, THE MEDICAL CENTER PROVIDES ANNUAL FUNDING AND IN-KIND SUPPORT THAT FACILITATES ACCESS TO COMMUNITY-BASED PRIMARY CARE AND SPECIALTY CARE AS WELL AS TARGETED PUBLIC HEALTH INTERVENTIONS. THESE FUNDS SUBSIDIZE SERVICES AND ACTIVITIES OFTEN PROVIDED BY NON-BILLABLE PERSONNEL SUCH AS CASE MANAGERS, INTERPRETERS OR PATIENT FINANCIAL ASSISTANCE REPRESENTATIVES - ALL KEY STAFF TO SUPPORT UNDERSERVED, LINGUISTICALLY AND CULTURALLY DIVERSE PATIENTS WHO ARE TRADITIONALLY DISENFRANCHISED AND ISOLATED FROM THE HEALTH CARE SYSTEM. THE MEDICAL CENTER PROVIDED COMBINED DIRECT GRANT SUPPORT OF $2,840,150 TO THESE COMMUNITY HEALTH CENTERS (CHC)S. IN TURN, EACH OF THESE COMMUNITY HEALTH CENTERS IS PART OF A LARGER NETWORK OF COMMUNITY-BASED HEALTH, SOCIAL SERVICE, AND RESIDENT ORGANIZATIONS, FACILITATING THE MEDICAL CENTER'S COLLABORATION WITH THESE GROUPS. THE DIABETES PROGRAM AT BOWDOIN STREET HEALTH CENTER IS AN EXCELLENT EXAMPLE OF HOW THIS PROCESS IS SUCCESSFULLY IMPLEMENTED. ORIGINALLY BEGUN AS THE COMMUNITY HEALTHY HEART PARTNERSHIP TO ADDRESS CARDIOVASCULAR DISEASE, BOWDOIN'S PROVIDERS BECAME INCREASINGLY CONCERNED ABOUT THE CO-MORBID CONDITION OF DIABETES. BY RECONFIGURING ITS CHRONIC DISEASE MANAGEMENT PROGRAM TO INCLUDE A FOCUS ON DIABETES, BOWDOIN ESTABLISHED A RELATIONSHIP WITH THE WORLD RENOWNED JOSLIN DIABETES CENTER LOCATED ADJACENT TO THE MEDICAL CENTER'S WEST CAMPUS AND WAS SUBSEQUENTLY CHOSEN AS ONE OF FOUR HEALTH CENTERS TO RECEIVE $1.2 MILLION TO DEVELOP "BEST-PRACTICE" MODELS OF CARE FOR UNDERSERVED PATIENTS WITH DIABETES. THE COLLABORATION NOW INCLUDES INPUT FROM COMMUNITY AND SPECIALTY CARE PROVIDERS AS WELL AS PATIENTS, COMMUNITY RESIDENTS, AND A FUNDING FOUNDATION THAT IS COMMITTED TO BRINGING NATIONAL RESOURCES TO IMPROVING CARE FOR DIABETES. ADDITIONAL STAKEHOLDERS' VOICES AND RESOURCES HAVE SUBSEQUENTLY SHAPED BOWDOIN'S DEVELOPMENT OF A HEALTHY FOOD EQUITY STRATEGIC PLAN TO SUSTAIN THE FARMER'S MARKET AND IMPLEMENT A CORNER STORE INITIATIVE.OTHER COMMUNITY CONSTITUENCIES ARE INVOLVED IN THE PLANNING AND EXECUTION OF THE MEDICAL CENTER'S COMMUNITY BENEFITS PROGRAMMING. THE MEDICAL CENTER IS AN ACTIVE PARTICIPANT IN THE BOSTON ALLIANCE FOR COMMUNITY HEALTH (BACH). JOINING WITH GRASS-ROOTS COMMUNITY GROUPS AND RESIDENTS, THE BOSTON PUBLIC HEALTH COMMISSION, MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, AND ACADEMIC PARTNERS, WE ARE STRIVING TO CREATE A VISION FOR BOTH CITY-WIDE AND NEIGHBORHOOD-BASED HEALTH IMPROVEMENT PLANNING AND ACTION. ANOTHER IMPORTANT PARTNERSHIP IS THE MEDICAL CENTER'S INVOLVEMENT WITH THE FAITH-BASED CANCER DISPARITIES NETWORK. A COALITION OF TEN CHURCHES, THE BLACK MINISTERIAL ALLIANCE, THE AMERICAN CANCER SOCIETY, AND DANA FARBER/HARVARD CANCER CENTER (OF WHICH THE MEDICAL CENTER IS A FOUNDING MEMBER), WE ARE COLLECTIVELY ADDRESSING THE UNEQUAL BURDEN OF CANCER WITHIN COMMUNITIES OF COLOR.COMMUNITY PARTICIPATION IS AN IMPORTANT OPERATIONAL COMPONENT IN MANY OTHER MEDICAL CENTER VENUES. COMMUNITY VOICES RESONATE IN THE HOSPITAL-WIDE PATIENT AND FAMILY ADVISORY COUNCIL (PFAC) AS WELL AS PFACS IN THE NEONATAL INTENSIVE CARE UNIT (NICU), THE INTENSIVE CARE UNIT (ICU), THE UNIVERSAL ACCESS COUNCIL AND OUR HEALTH EDUCATION COUNCIL. IN ALL THESE GROUPS, THERE IS AN INTENTIONAL, DELIBERATE STRATEGY TO ENSURE OUR MANY DIVERSE COMMUNITIES - ETHNIC, RACIAL, LINGUISTIC, PHYSICAL ABILITY, GENDER, AGE, SEXUAL ORIENTATION/GENDER IDENTITY - ARE REPRESENTED AND INCLUDED.OTHER COMMUNITY PARTNERS WITH WHICH THE MEDICAL CENTER STAFF JOIN IN DEVELOPING AND IMPLEMENTING COMMUNITY BENEFITS HEALTH IMPROVEMENT EFFORTS INCLUDE: -ABCD PARKER HILL/FENWAY NEIGHBORHOOD SERVICE CENTER-ABCD HEALTH SERVICES-AIDS ACTION COMMITTEE-ALBERT SCHWEITZER FELLOWSHIP PROGRAM-ALLIANZA HISPANICA-ALLIANCE FOR THE MENTALLY ILL-AMERICAN CANCER SOCIETY-AMERICAN HEART ASSOCIATION-AMERICAN PARKINSON DISEASE ASSOCIATION, MA CHAPTER-AMERICAN STROKE ASSOCIATION-ATRIUS/HARVARD VANGUARD-BAMSI (BROCKTON AREA MULTI-SERVICE, INC)-BARBARA MCINNINS HOUSE-BAY COVE HUMAN SERVICES-BIRD STREET COMMUNITY CENTER-BLUECROSS BLUESHIELD OF MA FOUNDATION-BODY BY BRANDY-BOSTON ALLIANCE FOR COMMUNITY HEALTH-BOSTON AREA RAPE CRISIS CENTER-BOSTON CAREER LINK-BOSTON CENTER FOR INDEPENDENT LIVING-BOSTON CENTER FOR YOUTH AND FAMILIES-STREET WORKERS PROGRAM-BOSTON COLLABORATIVE FOR FOOD AND FITNESS-BOSTON ELDER INFO-BOSTON EMERGENCY MEDICAL SERVICE-BOSTON GREEN RIBBON COMMISSION/HEALTHCARE SECTOR-BOSTON HEALTHCARE CAREERS CONSORTIUM-BOSTON INSPECTIONAL SERVICES-BOSTON LIVING CENTER-BOSTON NATURAL AREAS NETWORK/YOUTH CONSERVATION CORPS-BOSTON POLICE DEPARTMENT-BOSTON PRIVATE INDUSTRY COUNCIL-BOSTON PUBLIC HEALTH COMMISSION-BOSTON PUBLIC SCHOOLS-BOSTON RED SOX FOUNDATION-BOSTON REGIONAL DOMESTIC VIOLENCE PROVIDERS-BOSTON R.O.C.K.S OUT CITY PROGRAM-BOSTON SENIOR HOME CARE-BOSTON URBAN ASTHMA COALITION-BOSTON VISITING NURSES ASSOCIATION-BOTTOM LINE-BOWDOIN GENEVA ALLIANCE-BOWDOIN STREET GENEVA AVENUE MAIN STREETS PROGRAM-BOWDOIN STREET HEALTH CENTER-BOYS AND GIRLS CLUB OF DORCHESTER-BROOKLINE HEALTH DEPARTMENT-BROOKLINE PUBLIC SCHOOLS-BROOKLINE SENIOR CENTER-BROOKLINE CENTER-BUCKLE UP BOSTON-BUNKER HILL COMMUNITY COLLEGE-CAMBRIDGE COLLEGE-CAPE VERDEAN ADULT DAY HEALTH PROGRAM-CAREER COLLABORATIVE-CATHOLIC CHARITIES-CENTER FOR COMMUNITY HEALTH EDUCATION AND RESEARCH (CCHER)-CHILD WITNESS TO VIOLENCE PROJECT-CHILDREN'S HOSPITAL BOSTON-COLLEGE BOUND DORCHESTER-COMBINED JEWISH PHILANTHROPIES-COMMONWEALTH CORPORATION-COMMUNITY CARE ALLIANCE-TEACHING HOSPITALS-DORCHESTER ENVIRONMENTAL HEALTH COALITION-COMMUNITY SERVINGS-COMPASS SCHOOL-CRADLES TO CRAYONS-CVC UNIDO-CONFERENCE OF BOSTON DORCHESTER YOUTH COLLABORATIVE-DANA-FARBER CANCER INSTITUTE-DANA FARBER/HARVARD CANCER CENTER-DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION-DORCHESTER CARES-DREAM BIG!-ECUMENICAL SOCIAL ACTION COMMITTEE-EPA NEW ENGLAND-EVERCARE-ETHOS-FAMILY TABLE-FAMILY NURTURING PROGRAM-FENWAY HEALTH-FENWAY COMMUNITY DEVELOPMENT CORPORATION-FENWAY HIGH SCHOOL -FITNESS IN THE CITY-FRIENDS OF GENEVA CLIFFS-FRIENDSHIP WORKS-GAY MEN'S DOMESTIC VIOLENCE PROGRAM-GENEVA AVENUE HEAD START-GOTCHA (GET OFF THE CORNER HANGING AROUND) YOUTH SUMMER PROGRAM-GUARDIAN MEDICAL COMPANIONS-GLAD-GLBT DOMESTIC VIOLENCE COALITION-GREATER BOSTON ENVIRONMENTAL JUSTICE NETWORK-GREATER BOWDOIN/GENEVA NEIGHBORHOOD ASSOCIATION-GREATER FOUR CORNERS ACTION COLLABORATIVE-HARVARD CATALYST-HARVARD COOPERATIVE PROGRAM ON AGING-HARVARD MEDICAL SCHOOL-HARVARD SCHOOL OF PUBLIC HEALTH-HEALTH CARE FOR ALL-HEALTHCARE WITHOUT HARM-HEALTH RESOURCES IN ACTION-HEALTHY HOMES PARTNERSHIP-HEARTH-HEBREW SENIOR LIFE-HIV DENTAL PROGRAM-HOMESTART-HOSPITALITY HOMES-HYDE SQUARE TASK FORCE-INTERNATIONAL INSTITUTE OF BOSTON-JANE DOE, INC.-JEWISH CHILDREN'S AND FAMILY SERVICES-JEWISH COMMUNITY HOUSING FOR THE ELDERLY-JEWISH COMMUNITY RELATIONS COUNCIL-JEWISH DOMESTIC VIOLENCE COALITION-JEWISH VOCATIONAL SERVICES-JFI HEALTH LAW INSTITUTE-JOHN D. O'BRYANT SCHOOL OF MATH AND SCIENCE-JOSEPH M. SMITH COMMUNITY HEALTH CENTER-JUSTICE RESOURCE INSTITUTE-JOSLIN DIABETES CENTER-KIT CLARK SENIOR SERVICES-LATINO HEALTH INSTITUTE-LEAD ACTION COLLABORATIVE-LEND-A HAND SOCIETY-LEVENTHAL SIDMAN JEWISH COMMUNITY CENTER-LOUIS D. BROWN PEACE INSTITUTE-MASSACHUSETTS ATTORNEY GENERAL OFFICE-MASSACHUSETTS COMMISSION FOR THE BLIND-MASSACHUSETTS COMPREHENSIVE CANCER CONTROL COALITION-MASSACHUSETTS COMMISSION FOR THE DEAF AND HARD OF HEARING-MASSACHUSETTS DEPARTMENT OF DEVELOPMENTAL SERVICES-MASSACHUSETTS DEPARTMENT OF CHILDREN AND FAMILIES-MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH-MASSACHUSETTS DEPARTMENT OF TRANSITIONAL ASSISTANCE-MASSACHUSETTS DIVISION OF MEDICAL ASSISTANCE-MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN MASSACHUSETTSHOSPITAL ASSOCIATION-MASSACHUSETTS IMMIGRATION AND REFUGEE ADVOCACY COALITION-MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS-MASSACHUSETTS PROSTATE CANCER COALITION-MASSACHUSETTS REHAB COMMISSION-MASSACHUSETTS WORKFORCE INVESTMENT BOARD-MASSCONECT-MATTAPAN COLLABORATIVE FOR FOOD AND FITNESS-MAYYIM HAYYIM-MAYOR'S OFFICE OF JOBS AND COMMUNITY SERVICES-MEDICAL ACADEMIC AND SCIENTIFIC COMMUNITY ORGANIZATION, INC.(MASCO)-MILLENNIUM TRAINING INSTITUTE-MISSION HILL MAIN STREETS ELDER FRIENDLY BUSINESS INITIATIVE-MISSION HILL YOUTH COLLABORATIVE-MULTICULTURAL COALITION ON AGING-NATIONAL PARKINSON FOUNDATION-NEIGHBORHOOD DIABETES PROGRAM-NEIGHBORHOOD HEALTH PLAN-NEWTON SENIOR CENTER-NEW ENGLAND BAPTIST HOSPITAL-NORTHEASTERN UNIVERSITY-OPERATION ABLE-OUTER CAPE HEALTH SERVICES-PARKINSON SUPPORT NETWORK OF CAPE COD-PARTNERSHIP FOR COMMUNITY HEALTH-PATHWAYS TO WELLNESS-PETERBOROUGH SENIOR CENTER-PROJECT H.O.P.E.-PROJECT BREAD/FOOD SOURCE HOTLINE-REACH OUT AND READ-ROCK, ROLL & RIDE/BCYF RECREATION COMMISSION-ROXBURY COMMUNITY ALLIANCE FOR HEALTH-SAGE-BOSTON (STOP ABUSE GAIN EMPOWERMENT)-SALVATION ARMY-SECOND STEP-SEXUAL ASSAULT NURSE EXAMINER PROGRAM-SIDNEY BORUM JR. HEALTH CENTER-SILENT SPRING INSTITUTE-SOCIEDAD LATINA, INC. -SOUTH COVE COMMUNITY HEALTH CENTER-ST. PETER'S CHURCH-ST. PETER'S TEEN CENTER/CATHOLIC CHARITIES-SOLUTIONS AT WORK-SPAN-SPORTSMAN'S TENNIS CLUB-SQUASHBUSTERS-ST. MARY'S CENTER FOR WOMEN AND CHILDREN-STEPS TO SUCCESS-STREET SAFE BOSTON-STRONGEST LINK-SUFFOLK LAW SCHOOL BATTERED WOMEN'S ADVOCACY CLINIC-SUFFOLK COUNTY DISTRICT ATTORNEY'S OFFICE-TEEN EMPOWERMENT-THE BOSTON FOUNDATION-THE CITY SCHOOL-THE DIMOCK CENTER-THE FOOD PROJECT-THE PARTNERSHIP, INC.-THE WORK PLACE-TRI-CAP-UMASS BOSTON-UNITED CEREBRAL PALSY-UPHAMS CORNER WIC-VICTIMS RIGHTS LAW CENTER-VIETNAMESE AMERICAN CIVIC ASSOCIATION-YAD CHESED-YMCA BLACK ACHIEVER'S PROGRAM-YMCA TRAINING, INC. TARGET POPULATIONS AS LISTED IN THE MEDICAL CENTER COMMUNITY BENEFITS REPOR TARGET POPULATIONS: LOW INCOME, MEDICALLY UNDERSERVED IN GREATER BOSTON AND CAPE COD REGIONS; MEDICALLY UNDERSERVED DUE TO ACCESS BARRIERS RELATED TO SEXUAL ORIENTATION, GENDER IDENTITY, RACE, ETHNICITY, GEOGRAPHIC DISTANCEBASIS FOR SELECTION: COMMUNITY HEALTH NEEDS ASSESSMENT; PUBLIC HEALTH DATA AVAILABLE FROM GOVERNMENT (MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, BOSTON PUBLIC HEALTH COMMISSION; FEDERAL AGENCIES) AND PRIVATE RESOURCES (FOUNDATIONS, ADVOCACY GROUPS); THE MEDICAL CENTER'S AREAS OF EXPERTISE KEY ACCOMPLISHMENTS OF REPORTING YEAR -SUPPORTED INCREASED CAPACITY OF PRIMARY CARE AND OB/GYN PRACTICES AT THE SEVEN AFFILIATED COMMUNITY HEALTH CENTERS (CHC)-INCREASED COMMUNITY-BASED SPECIALTY CARE SERVICES, MAMMOGRAPHY AND CHC-BASED PHARMACIES-CONTINUED EFFORTS TO PROVIDE CARE FOR DIVERSE PATIENTS THROUGH CANCER NAVIGATORS, INTERPRETER SERVICES, MULTILINGUAL PATIENT EDUCATION AND CULTURAL COMPETENCE INITIATIVES -NOTE: ALTHOUGH THE MEDICAL CENTER IS A REGIONAL AND NATIONAL LEADER IN PROVIDING INTERPRETER SERVICES TO PATIENTS IN ORDER TO FACILITATE PATIENT ACCESS TO CARE, SUCH EXPENSES HAVE NOT BEEN INCLUDED IN THE CALCULATIONS ON SCHEDULE H PER THE INSTRUCTIONS TO THIS FORM. IN ADDITION TO THE COMMUNITY BENEFITS ENUMERATED IN THIS SCHEDULE H, THE MEDICAL CENTER INCURRED $3,697,900 OF COSTS RELATED TO THE PROVISION OF INTERPRETER SERVICES TO PATIENTS.-SUPPORTED TWO STATEWIDE EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES (EOHHS) PATIENT-CENTERED MEDICAL HOME PILOT PROJECTS, INCLUDING PARTICIPATION OF THREE MEDICAL CENTER -AFFILIATED CHC SITES.-EXPANDED BOWDOIN STREET HEALTH CENTER'S HEALTHY FOOD EQUITY PROJECT -CONTINUED VIOLENCE PREVENTION AND INTERVENTION PROGRAMS IN BOWDOIN/GENEVA NEIGHBORHOOD THAT DRAMATICALLY DECREASED INCIDENTS OF VIOLENCE IN AREA-IMPLEMENTED NEW CASE MANAGEMENT SERVICES WITHIN CHCS, ALIGNED WITH PAYMENT REFORM EFFORTS, AND FOCUSED ON DECREASING HOSPITAL RE-ADMISSION RATE.COMMUNITY HEALTH NEEDS ASSESSMENTCOMMUNITY HEALTH NEEDS ASSESSMENT - INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES, IN ORDER MAINTAIN ITS TAX EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE MEDICAL CENTER IS REQUIRED TO HAVE AND WILL HAVE COMPLETED THIS PROCESS ON OR BEFORE SEPTEMBER 30, 2013. HOWEVER, THE MEDICAL CENTER HAS HISTORICALLY CONDUCTED PERIODIC COMMUNITY HEALTH NEEDS ASSESSMENTS IN ORDER TO ASCERTAIN THE NEEDS OF ITS COMMUNITIES AND THE DETAIL PROVIDED HEREIN RELATES TO THAT REVIEW PROCESS. PREVIOUS (2009) NEEDS ASSESSMENT AND CURRENT STATUSAS NOTED ABOVE, THE MEDICAL CENTER'S COMMUNITY BENEFITS PROGRAM IS PREDICATED ON THE NOTION OF PARTNERSHIP AND DIALOGUE WITH ITS MANY COMMUNITIES. THE MEDICAL CENTER'S UNDERSTANDING OF THESE COMMUNITIES' NEEDS HAS BEEN DERIVED FROM DISCUSSIONS WITH AND OBSERVATIONS BY, HEALTHCARE AND HEALTH-RELATED WORKERS IN THE NEIGHBORHOODS AS WELL AS MORE FORMAL ASSESSMENTS THROUGH AVAILABLE PUBLIC HEALTH DATA, FOCUS GROUPS, SURVEYS, ETC. THIS DATA IS THEN AUGMENTED BY DEMOGRAPHIC AND HEALTH STATUS INFORMATION GLEANED FROM A VARIETY OF SOURCES INCLUDING THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, THE BOSTON PUBLIC HEALTH COMMISSION, FEDERAL RESOURCES SUCH AS THE INSTITUTE OF MEDICINE AND CENTERS FOR DISEASE CONTROL AND PREVENTION, AND REVIEW OF LITERATURE RELEVANT TO A PARTICULAR COMMUNITY'S NEEDS.THE ARTICULATION OF EACH SPECIFIC COMMUNITY'S NEEDS (DONE IN PARTNERSHIP BETWEEN THE MEDICAL CENTER AND COMMUNITY PARTNERS) HAS BEEN USED TO INFORM OUR DECISION-MAKING ABOUT PRIORITIES FOR COMMUNITY BENEFITS EFFORTS. FOLLOWING THE GUIDING PRINCIPLES DESCRIBED ABOVE, FOR EACH PRIORITY AREA, THE MEDICAL CENTER WORKS IN CONCERT WITH COMMUNITY RESIDENTS AND LEADERS TO DESIGN SPECIFIC ACTIONS TO BE UNDERTAKEN EACH YEAR. EACH COMPONENT OF THE PLAN IS THUS DEVELOPED AND EVENTUALLY WOVEN INTO THE ANNUAL GOALS AND AGENDA FOR THE MEDICAL CENTER'S COMMUNITY BENEFITS PLAN THAT IS ADOPTED BY THE BOARD OF DIRECTOR'S COMMUNITY BENEFITS COMMITTEE.NEEDS ASSESSMENT - SUMMARY OF FINDINGSAS NOTED ABOVE, THE COMMUNITY PARTNERS WITH WHICH THE MEDICAL CENTER WORKS MOST CLOSELY ARE OUR SEVEN AFFILIATED CHCS. THE 2009 NEEDS ASSESSMENT CONDUCTED WITH THESE COLLABORATORS HAS PROVIDED THE FOUNDATION FOR THE WORK PLAN THAT HAS BEEN REVIEWED AND UPDATED ANNUALLY WITH THE CHC ADMINISTRATIVE AND CLINICAL LEADERSHIP. THE MAJOR FINDINGS ARTICULATED SYSTEMS-LEVEL NEEDS AND STRATEGIES TO OPTIMIZE THE HEALTH OF UNDERSERVED COMMUNITIES BY STRENGTHENING THE MEDICAL CENTER'S VERTICALLY-INTEGRATED SYSTEM OF CARE. TO DELIVER QUALITY CARE ACROSS THE CONTINUUM OF SETTINGS, THE NEEDS ASSESSMENT SUPPORTED:-BUILDING THE CAPACITY OF THE CHCS THROUGH RECRUITMENT, RETENTION AND EDUCATION OF A SKILLED, LINGUISTICALLY AND CULTURALLY COMPETENT WORKFORCE (PROVIDERS AND STAFF); CAPITAL INFRASTRUCTURE NEEDS; AND QUALITY IMPROVEMENT INITIATIVES;-ENSURING ACCESS TO SPECIALTY AND EMERGENCY DEPARTMENT CARE AT THE MEDICAL CENTER;-ENHANCING HEALTH INFORMATION EXCHANGE PROCESSES AND TECHNOLOGIES;-EXPANDING COMMUNITY-BASED RESIDENCY TRAINING AND RESEARCH OPPORTUNITIES;-CONJOINTLY DEVELOPING POPULATION-BASED PUBLIC HEALTH IMPROVEMENT STRATEGIES AND PROGRAMS;-SUPPORTING EFFORTS TO POSITION THE MEDICAL CENTER / CHC FOR NEW MODELS OF HEALTH CARE DELIVERY AND PAYMENT REFORM ASSOCIATED WITH STATE AND FEDERAL HEALTH CARE REFORM.THIS SYSTEMS-LEVEL ANALYSIS FACILITATES CLINICAL QUALITY IMPROVEMENT EFFORTS THAT HAVE HELPED PATIENTS NAVIGATE CARE FROM THE COMMUNITY TO THE HOSPITAL AND BACK, AND HAS ENHANCED COMMUNICATION BETWEEN PROVIDERS, RESULTING IN SAFER AND BETTER HEALTH OUTCOMES. WITH THE IMPLEMENTATION OF THE COMMONWEALTH'S HISTORIC HEALTH CARE REFORM LEGISLATION, THE CHCS UNDERSCORED THE URGENCY FOR CHCS AND THE MEDICAL CENTER TO PARTICIPATE IN ALL INSURANCE PRODUCTS SO CONTINUITY OF CARE IS NOT DISRUPTED. THE RECOMMENDATIONS INFORMED BY THE NEEDS ASSESSMENT SPEAK TO CLINICAL, ADMINISTRATIVE AND FISCAL EFFICIENCIES AND ECONOMIES OF SCALE AS WELL AS THE SAFER AND MORE EFFECTIVE HEALTH OUTCOMES THAT DERIVE FROM THE VERTICAL INTEGRATION OF THE HEALTH CARE DELIVERY SYSTEM JOINTLY CRAFTED OVER THREE DECADES OF WORKING TOGETHER. WHILE THIS CHC NEEDS ASSESSMENT DETAILED SYSTEMS-LEVEL NEEDS, THE MEDICAL CENTER ALSO CONDUCTED TARGETED ASSESSMENTS THAT ADDRESS SPECIFIC POPULATION NEEDS THAT CONTRIBUTE TO THE COMMUNITY BENEFITS PLAN. EXAMPLES OF THESE ASSESSMENTS INCLUDE: -HEALTHY FOOD ACCESS PROJECT: THE UNPRECEDENTED RATES OF OBESITY (58%), HYPERTENSION (22%), AND DIABETES (8%) OF ADULTS LIVING IN THE NORTH DORCHESTER AREA PROMPTED BOWDOIN STREET HEALTH CENTER (BSHC) TO DEVELOP A HEALTHY FOOD EQUITY STRATEGIC PLAN BASED ON A COMPREHENSIVE NEEDS ASSESSMENT. IN THE BOWDOIN-GENEVA NEIGHBORHOOD WHERE MORE THAN ONE-THIRD OF HOUSEHOLDS ARE CAR-FREE, THERE ARE NO FULL-SERVICE GROCERY STORES AND LIMITED PLACES FOR RESIDENTS TO PURCHASE FRESH PRODUCE. LIKE OTHER SMALL CORNER MARKET ENTERPRISES, THE 11 FOOD/CONVENIENCE STORES ARE NOT EQUIPPED TO STORE AND SELL FRESH, HEALTHY FOODS BUT RATHER CARRY LOWER-PRICED PRE-PACKAGED FOODS. RECOMMENDATIONS CURRENTLY BEING IMPLEMENTED INCLUDE: SUSTAINING BSHC'S FARMER'S MARKET, LAUNCHING A CORNER STORE INITIATIVE, AND ENHANCING COMMUNITY EDUCATION ABOUT HEALTHY EATING. -THE LATINO HEALTH NEEDS ASSESSMENT: A COLLABORATIVE UNDERTAKING OF THE MEDICAL CENTER, THE LATINO HEALTH INSTITUTE, AND SEVEN LATINO COMMUNITY-BASED ORGANIZATIONS THAT INCLUDED FOCUS GROUPS AND HEALTH DATA ANALYSIS, CULMINATING IN A MAJOR SYMPOSIUM TO DEVELOP AN ACTION AGENDA. SEVERAL PROGRAM INITIATIVES DERIVE FROM THIS ASSESSMENT AND PLANNING PROCESS INCLUDING THE MEDICAL CENTER'S LATINO MENTAL HEALTH TEAM AND SOBREMESA, THE CITY'S ONLY NETWORKING GROUP FOR SPANISH SPEAKING MENTAL HEALTH CLINICIANS THAT MEETS QUARTERLY AT THE MEDICAL CENTER.-THE PARKINSON SUPPORT NETWORK (PSN) OF CAPE COD: THE MEDICAL CENTER FORGED AN ALLIANCE OF THREE MAJOR HEALTHCARE PROVIDERS, LOCAL COMMUNITY-BASED ORGANIZATIONS (SENIOR-SERVING ORGANIZATIONS, HOSPICE) AND INDIVIDUALS / FAMILIES LIVING WITH PARKINSON DISEASE (PD) TO COMPLETE A NEEDS AND RESOURCE ASSESSMENT OF PD PROGRAMS ON CAPE COD. AN AREA WITH A DOCUMENTED BURDEN OF DISEASE, THE CAPE REGION IS WOEFULLY UNDERSERVED, PARTICULARLY IN EDUCATION, PSYCHOSOCIAL SUPPORT AND WELLNESS / EXERCISE PROGRAMMING. THE PSN NOW OFFERS QUARTERLY AND ANNUAL EDUCATIONAL SYMPOSIA; OFFERS A SUPPORT GROUP IN BARNSTABLE (A RECENT PROGRAM EXPANSION SO THERE ARE NOW SUPPORT GROUPS IN EACH OF THE FOUR AREAS OF THE CAPE); AND PROVIDES WELLNESS ACTIVITIES INCLUDING DANCE AND CHORAL SINGING.-THE COMMUNITY BENEFITS STRATEGIC PLANNING PROCESS: IN 2009, THE MEDICAL CENTER COMPLETED THE FIRST PHASE OF A MULTI-PRONGED STRATEGIC PLANNING PROCESS. PHASE I INCLUDED KEY INFORMANT INTERVIEWS WITH THE MEDICAL CENTER BOARD MEMBERS, CHIEFS OF SERVICE AND SENIOR LEADERS AS WELL AS COMMUNITY HEALTH CENTER EXECUTIVE DIRECTORS AND COMMUNITY LEADERS. RECOMMENDATIONS OF THIS STUDY ARE INTEGRATED INTO THE COMMUNITY BENEFITS PLAN, INCLUDING: ENHANCE INTEGRATION OF SERVICES BETWEEN THE MEDICAL CENTER AND COMMUNITY SO WE CAN TRULY OFFER A SEAMLESS CONTINUUM OF CARE FOR PATIENTS THAT IS SAFE, EQUITABLE, EFFICIENT, EFFECTIVE AND OF THE HIGHEST QUALITY; RECOGNIZE THE CRISIS IN PRIMARY CARE BY ENCOURAGING MEDICAL STUDENTS / RESIDENTS TO PURSUE CAREERS IN PRIMARY CARE; EXPOSE RESIDENTS TO A COMMUNITY HEALTH EXPERIENCE DURING THEIR TRAINING; FRAME THE DELIVERY OF HEALTH CARE AS NOT ONLY CARING FOR INDIVIDUALS BUT ALSO HEALTHY COMMUNITIES BY ADDRESSING SOCIAL DETERMINANTS OF HEALTH AND INCORPORATING MORE OF A PREVENTION/WELLNESS ORIENTATION.TARGETED ASSESSMENTS SUCH AS THESE, IN CONCERT WITH ONGOING DIALOGUE WITH COMMUNITY-BASED ORGANIZATIONS AND THE VARIOUS QUANTITATIVE DEMOGRAPHIC AND HEALTH DATA PUBLICLY AVAILABLE DRIVE THE DIRECTION OF OUR PUBLIC HEALTH PROGRAM PRIORITIES. OF SPECIAL NOTE IS THE WORK WITH THE HEALTH EQUITY TASK FORCE AND THE BOSTON PUBLIC HEALTH COMMISSION WORK GROUPS TO COLLECTIVELY EXECUTE PUBLIC HEALTH INITIATIVES SUCH AS THE CITY-WIDE H1N1 VACCINATION PROGRAM UNDERTAKEN IN 2010. SIMILARLY, THE MEDICAL CENTER IS A STRONG COLLABORATOR WITH THE COMMONWEALTH'S EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES AND THE MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS IN TWO PATIENT-CENTERED MEDICAL HOMES (PCMH) PROJECTS, AIMED AT TRANSFORMING THE WAY HEALTH CARE IS DELIVERED AND REIMBURSED. SEVERAL OF THE MEDICAL CENTER'S AFFILIATED HEALTH CENTERS ARE IMPLEMENTING THE PCMH MODEL AS IS THE MEDICAL CENTER'S AMBULATORY HEALTH CARE ASSOCIATES DEPARTMENT.MASSACHUSETTS LANDMARK HEALTH CARE REFORM LEGISLATION ALSO INFORMS OUR UNDERSTANDING OF THE COMMUNITIES' HEALTH NEEDS AND DIRECTS OUR COMMUNITY BENEFITS PLAN. DESPITE PUBLISHED RATES OF LESS THAN 5% OF MASSACHUSETTS RESIDENTS BEING UNINSURED, ACCORDING TO 2011 UNIFORM DATA SYSTEM REPORT FOR MASSACHUSETTS, THE RATE OF UNINSURED PATIENTS REMAINS HIGH. STATEWIDE, ON AVERAGE, ONE OUT OF EVERY FOUR OR FIVE HEALTH CENTER PATIENTS ARE UNINSURED. THE MEDICAL CENTER REMAINS COMMITTED TO ENSURING THAT THESE UNINSURED PATIENTS HAVE ACCESS TO CARE, AND AS SUCH, THE MEDICAL CENTER REMAINS ACTIVELY ENGAGED AT THE COMMUNITY/LOCAL AND STATE LEVELS.COMMUNITY BUILDING ACTIVITIESTHE MEDICAL CENTER IS COMMITTED TO CREATING A SKILLED, DIVERSE WORKFORCE AT ALL LEVELS THROUGH VARIOUS EMPLOYEE AND HIGH SCHOOL STUDENT PROGRAMS. THE MEDICAL CENTER MAKES EMPLOYMENT OPPORTUNITIES AVAILABLE TO QUALIFIED COMMUNITY RESIDENTS THROUGH TRAINING INTERNSHIPS CONDUCTED IN PARTNERSHIP WITH COMMUNITY AGENCIES. WORKING WITH OTHER GROUPS, INCLUDING THE WORK PLACE, FENWAY COMMUNITY DEVELOPMENT CORPORATION, AND JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION, THE MEDICAL CENTER SEEKS OUT AND INTERVIEWS QUALIFIED COMMUNITY RESIDENTS WHO REFLECT THE CULTURAL DIVERSITY OF THE COMMUNITY SERVED BY THE MEDICAL CENTER AND WHO HAVE APPLIED FOR JOBS. KNOWING THE IMPORTANCE OF PROVIDER/PATIENT CULTURAL CONCORDANCE IN PROVIDING QUALITY CARE, THE MEDICAL CENTER INAUGURATED THE OFFICE OF MULTICULTURAL AFFAIRS (OMA) DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2010. THE OMA WAS CREATED TO REAFFIRM THE INSTITUTION'S ONGOING COMMITMENT TO DIVERSITY AND SPECIFICALLY CHARGED THE OMA WITH RECRUITMENT OF DIVERSE RESIDENTS AND FELLOWS, RETENTION OF JUNIOR FACULTY OF COLOR, AND EDUCATION OF HOUSE STAFF AND FACULTY. EVIDENCE OF THIS SUCCESSFUL ORGANIZATIONAL CHANGE AND STRATEGY WAS SEEN IN THE FISCAL YEAR ENDED SEPTEMBER 30, 2011 RESIDENCY RECRUITMENT EFFORTS WHERE THE MEDICAL CENTER EXPERIENCED A 25% INCREASE IN THE NUMBER OF UNDERREPRESENTED (URM) APPLICATIONS INTERVIEWED AND A 47% INCREASE IN THE NUMBER OF URM APPLICANTS RANKED TO MATCH AT THE MEDICAL CENTER. THE NUMBER OF URM APPLICATIONS HELD STEADY FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012, THE PERIOD COVERED BY THIS FILING. THE MEDICAL CENTER CEO HAS ESTABLISHED A DIVERSITY TASK FORCE TO ADDRESS ISSUES OF URM RECRUITMENT AND RETENTION.THE MEDICAL CENTER IS ALSO COMMITTED TO THE BOSTON AREA'S STUDENT POPULATION AND PROVIDES SUMMER JOBS AND MID-YEAR INTERNSHIPS TO INTRODUCE HIGH SCHOOL STUDENTS AND OUT-OF-SCHOOL YOUTH TO CAREERS IN THE MEDICAL FIELD. IN ADDITION, THE MEDICAL CENTER PARTNERS WITH THE BOSTON PRIVATE INDUSTRY COUNCIL AND HOSTS BOSTON PUBLIC HIGH SCHOOL STUDENTS IN AN ANNUAL JOB SHADOW DAY WITH ADDITIONAL STUDENT GROUPS TOURING OUR SKILLS LAB. COLLABORATING WITH THE RED SOX FOUNDATION, THE MEDICAL CENTER CREATED THE RED SOX MENTORS PROGRAM TO SUPPORT 25 6TH-GRADERS ANNUALLY TO SUCCEED IN SCHOOL. UPON GRADUATION, STUDENTS RECEIVE A $10,000 COLLEGE SCHOLARSHIP AS WELL AS THE LIFE-LONG FRIENDSHIP AND SUPPORT OF THE RED SOX MENTOR, ALL DESIGNED TO ENCOURAGE THESE STUDENTS TO REMAIN IN SCHOOL FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - RESEARCH AS PREVIOUSLY NOTED IN THIS FORM 990, PART III, PART OF THE MEDICAL CENTER'S MISSION IS TO BE A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF OUR LOCAL AND EXTENDED COMMUNITIES. THE RESEARCH PROGRAM STRIVES TO BE RENOWNED FOR ITS BENCH-TO-BEDSIDE MODEL OF TRANSLATIONAL RESEARCH AND FOR ITS COLLABORATION WITH INDUSTRY AS A PATHWAY FOR TRANSFERRING THE FRUITS OF RESEARCH INTO PRODUCTS THAT IMPROVE THE QUALITY OF LIFE.THE MEDICAL CENTER'S NOTABLE RESEARCH ACCOMPLISHMENTS INCLUDE CONSISTENTLY BEING RANKED IN THE TOP FOUR IN NATIONAL INSTITUTES OF HEALTH (NIH) FUNDING AMONG INDEPENDENT HOSPITALS. THE MEDICAL CENTER SCIENTISTS CONTINUE TO SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACT THE LIVES OF OUR PATIENTS AND IMPROVE THE MEDICAL CENTER'S PATIENT CARE. MEDICAL CENTER INVESTIGATORS LEAD MORE THAN 850 ACTIVE FEDERAL AND INDUSTRY SPONSORED PROJECTS AND MORE THAN 300 CLINICAL TRIALS DURING THE FISCAL PERIOD COVERED BY THIS FILING. THIS RESEARCH IS LED BY APPROXIMATELY 490 PRINCIPAL INVESTIGATORS WHO ARE HARVARD MEDICAL SCHOOL FACULTY. THE KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS, AND CARDIOLOGY/CARDIAC SURGERY.AS NOTED IN THIS FILING, THE MEDICAL CENTER IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE, TO MAINTAINING MODERN, HIGH-QUALITY FACILITIES, AND TO TAKING FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG THE HARVARD MEDICAL SCHOOL AND THE HARVARD TEACHING HOSPITALS. THE MEDICAL CENTER DESIGNS AND IMPLEMENTS MANY INTERDEPARTMENTAL AND INTERDISCIPLINARY RESEARCH PROGRAMS WITHIN OUR INSTITUTION. THE MEDICAL CENTER ALSO REACHES OUT AND COLLABORATES WITH OTHER NATIONALLY RECOGNIZED AND WORLD RENOWNED EXPERTS IN VARIOUS FIELDS ALL ORIENTED TOWARD TRANSLATING NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE. THE MEDICAL CENTER PARTICIPATES IN HARVARD CATALYST, THE HARVARD CLINICAL AND TRANSLATIONAL SCIENCE CENTER, WHICH BRINGS TOGETHER THE INTELLECTUAL FORCE, TECHNOLOGIES, AND CLINICAL EXPERTISE AT HARVARD UNIVERSITY AND ITS ACADEMIC, HEALTH CARE, AND COMMUNITY PARTNERS TO CREATE CONNECTIONS, ENABLE RESEARCH AT THE CUTTING EDGE OF DISCOVERY, AND NURTURE CLINICAL AND TRANSLATIONAL RESEARCHERS WITH THE GOAL OF IMPROVING HUMAN HEALTH.STUDIES BY MEDICAL CENTER RESEARCHERS ARE ROUTINELY PUBLISHED IN THE WORLD'S LEADING SCIENTIFIC JOURNALS, INCLUDING NATURE, SCIENCE AND THE NEW ENGLAND JOURNAL OF MEDICINE WHICH HELPS TO BRING THE RESEARCH FINDINGS TO PATIENTS BEYOND THE MEDICAL CENTER. THE MEDICAL CENTER ENGAGES IN RESEARCH IN ALL OF THE FOLLOWING DISCIPLINES:-ANESTHESIA, CRITICAL CARE, AND PAIN MEDICINE-EMERGENCY MEDICINE -MEDICINE -ALLERGY AND INFLAMMATION -CARDIOVASCULAR MEDICINE -CENTER FOR VASCULAR BIOLOGY RESEARCH -CENTER FOR VIROLOGY AND VACCINE RESEARCH -CLINICAL INFORMATICS -CLINICAL NUTRITION -ENDOCRINOLOGY -EXPERIMENTAL MEDICINE -GASTROENTEROLOGY -GENERAL MEDICINE AND PRIMARY CARE -GENETICS -GERONTOLOGY -HEMATOLOGY AND ONCOLOGY -HEMOSTASIS AND THROMBOSIS -IMMUNOLOGY -INFECTIOUS DISEASE -INTERDISCIPLINARY MEDICINE AND BIOTECHNOLOGY -MOLECULAR AND VASCULAR MEDICINE -NEPHROLOGY -PULMONOLOGY -RHEUMATOLOGY -SIGNAL TRANSDUCTION -TRANSLATIONAL RESEARCH -TRANSPLANT IMMUNOLOGY-NEONATOLOGY -NEUROLOGY -OBSTETRICS AND GYNECOLOGY -ORTHOPAEDIC SURGERY -PATHOLOGY -PSYCHIATRY -RADIOLOGY -SURGERY -CARDIAC SURGERY -CENTER FOR MINIMALLY INVASIVE SURGERY -NEUROSURGERY -PLASTIC AND RECONSTRUCTIVE SURGERY -VASCULAR SURGERY-TRANSPLANT INSTITUTEDURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER HAD NET EXPENDITURES OF $241,413,221 REPORTED ON THIS SCHEDULE H, PART I, LINE 7H RELATED TO RESEARCH TO FURTHER SCIENCE AND PATIENT CARE, WHICH REPRESENTED 18.34% OF THE MEDICAL CENTER'S TOTAL EXPENSES, ADJUSTED FOR BAD DEBT EXPENSE AS NOTED ABOVE. RESEARCH ENGAGED IN AT BIDMC VIKAS P. SUKHATME, M.D., PHD, .THE MEDICAL CENTER'S SENIOR VICE PRESIDENT & CHIEF ACADEMIC OFFICER HAS SAID THAT THIS IS PERHAPS THE MOST VIGOROUS AND TRANSFORMING PERIOD IN THE HISTORY OF BIOMEDICAL RESEARCH, A TIME WHEN SOPHISTICATED TECHNOLOGIES ARE ENABLING THE PURSUIT OF HIGHLY ORIGINAL INVESTIGATIONS AND RAPIDLY EVOLVING GENOMIC DISCOVERIES ARE UNCOVERING IMPORTANT INSIGHTS INTO THE HEALTH OF THE INDIVIDUAL.THE REAL CORNERSTONES OF THE MEDICAL CENTER'S SUCCESS CAN BE DESCRIBED IN THREE KEY WORDS: INNOVATION, CULTIVATION, AND TRANSFORMATION. BEGINNING WITH SUPPORT OF BOLD AND INNOVATIVE IDEAS, EXTENDING TO CULTIVATION AND NURTURING OF PROMISING YOUNG SCIENTISTS, AND CULMINATING IN THE TRANSFORMATION OF NOVEL DISCOVERIES INTO THERAPIES AND DIAGNOSTICS, THE MEDICAL CENTER'S RESEARCH PROGRAM HAS EMERGED AS A UNIQUE AND SUCCESSFUL MODEL FOR TODAY'S RAPIDLY CHANGING HEALTH CARE LANDSCAPE.EXAMPLES OF THE RESEARCH ENGAGED IN AT BIDMCBELOW IS INFORMATION RELATED TO JUST A HANDFUL OF THE CUTTING-EDGE RESEARCH STUDIES AND PRINCIPAL INVESTIGATORS AT THE MEDICAL CENTER. THE DETAIL BELOW IS DESIGNED TO PROVIDE THE READER WITH A TASTE OF THE MANY CONTRIBUTIONS THE MEDICAL CENTER IS MAKING TO PATIENT CARE TODAY AND TOMORROW. EXPENSES FROM THE RESEARCH ACTIVITIES NOTED BELOW MAY OR MAY NOT BE QUANTIFIED IN FORM 990 SCHEDULE H, PART I, LINE 7H, DEPENDING ON FUNDING SOURCE. GROUNDBREAKING GENETICS DISCOVERIES CHALLENGE SCIENTIFIC DOGMAIN THE HALF-CENTURY OLD CENTRAL DOGMA OF MOLECULAR BIOLOGY, IT WAS UNDERSTOOD AND ACCEPTED THAT DNA INSTRUCTS THE BODY ON HOW TO CONSTRUCT PROTEINS, THE BUILDING BLOCKS OF LIFE. PACKAGED IN GENES, THESE INSTRUCTIONS WERE TRANSPORTED TO CELLS' PROTEIN-MAKING MACHINERY BY WAY OF DNA'S CHEMICAL COUSIN RNA. IN BETWEEN THE GENES WERE LONG STRETCHES OF NONCODING RNA, WHICH WERE BELIEVED TO SERVE NO PURPOSE, AND WERE OFTEN REFERRED TO AS "JUNK DNA." BUT IN SEPARATE HIGHLY INFLUENTIAL INVESTIGATIONS, MEDICAL CENTER SCIENTISTS PIER PAOLO PANDOLFI, MD, PHD, AND JOHN RINN, PHD, HAVE FOUND THAT THIS "JUNK" MAY ACTUALLY BE HIDDEN TREASURE. IN EXCITING NEW DISCOVERIES, THEIR LABS HAVE IDENTIFIED AND DESCRIBED TWO NEW CLASSES OF NONCODING RNA, KNOWN RESPECTIVELY AS COMPETITIVE ENDOGENOUS RNAS (CERNAS) AND LARGE INTERVENING NONCODING RNAS (LINCRNAS).IN 2010, THE JOURNAL SCIENCE DESCRIBED JOHN RINN'S DISCOVERY OF LINCRNAS AS ONE OF THE "INSIGHTS OF THE DECADE." "THESE ARE CRUCIAL COMMUNICATION NETWORKS," SAYS PANDOLFI, DIRECTOR OF GENETICS IN THE DEPARTMENT OF MEDICINE AND SCIENTIFIC DIRECTOR OF THE MEDICAL CENTER'S CANCER CENTER. "WE HAVE UNCOVERED A WHOLE NEW LANGUAGE THAT HAS BEEN TAKING PLACE BEHIND THE SCENES WITHOUT OUR PRIOR KNOWLEDGE." DR. RINN, AN INVESTIGATOR IN THE MEDICAL CENTER DEPARTMENT OF PATHOLOGY, ADDS THAT "[T]HESE ARE POWERFUL MECHANISMS OF GENOMIC ORGANIZATION. IF WE CAN SOLVE THE CODE OF HOW EACH NONCODING RNA KNOWS WHAT PART OF THE GENOME TO REGULATE, WE MIGHT BE ABLE TO EXPLOIT THESE MECHANISMS TO 'FIX' A DAMAGED CANCER GENOME." AS DR. PANDOLFI EXPLAINS, "FIFTY PERCENT OF THE GENOME IS TRANSCRIBED, BUT ONLY TWO PERCENT MAKES PROTEIN, AND THERE WAS NO CODE, NO LANGUAGE FOR UNDERSTANDING THE REST. IN TERMS OF BIOMEDICAL RESEARCH, THE IMPACT IS IMMENSE, BECAUSE NOW [THERE ARE] ALL OF THESE NEW ENTITIES, PSEUDOGENES, LINCRNAS, CERNAS THAT HAVE BEEN GIVEN A FUNCTION. WE HAVE NOW ALMOST TRIPLED THE SIZE OF THE FUNCTIONAL GENOME AND THIS IS CRITICALLY IMPORTANT FOR CANCER GENETICS. "CODING-INDEPENDENT REGULATION OF THE TUMOR SUPPRESSOR PTEN BY COMPETING ENDOGENOUS MRNAS," CELL, OCTOBER 14, 2011THE CO-CLINICAL TRIAL SPEEDS TESTING OF CANCER DRUGSCLINICAL TRIALS TO TEST NEW CANCER DRUGS ARE LENGTHY AND COMPLEX. AS A RESULT, THERE IS A BACKLOG OF MORE THAN 800 NEW TARGETED CANCER THERAPIES AWAITING CLINICAL TESTING. "THE CURRENT SYSTEM CAN'T KEEP PACE," SAYS PIER PAOLO PANDOLFI, MD, PHD. "THERE ISN'T ENOUGH TIME OR RESOURCES TO TEST EACH ONE OF THESE NEW DRUGS IN HUMAN SUBJECTS AS SINGLE AGENTS - LET ALONE IN COMBINATIONS."DR. PANDOLFI WAS RECOGNIZED BY THE PEZCOLLER FOUNDATION AND THE AACR FOR BOTH HIS OUTSTANDING WORK IN THE FIELD OF CANCER GENETICS, AND FOR HIS GROUNDBREAKING DEVELOPMENT OF CANCER MOUSE MODELS AND UNDERSTANDING HOW MUTATIONS IN ONCOGENES AND TUMOR SUPPRESSOR GENES RESULT IN LEUKEMIAS, LYMPHOMAS AND SOLID TUMORS. "[DR. PANDOLFI'S] PIONEERING WORK IN DEVELOPING TRANSGENIC MOUSE MODELS OF CANCER HELPED LEAD TO NOVEL THERAPEUTIC STRATEGIES FOR ACUTE PROMYELOCYTIC LEUKEMIA [APL], AND, TODAY, THIS UNIQUE EXPERTISE IN MOUSE-MODEL ENGINEERING IS HELPING TO SPEED THE CLINICAL TESTING OF NEW PERSONALIZED CANCER THERAPIES." "I'M EXTREMELY HONORED TO RECEIVE THE PEZCOLLER AWARD," SAYS PANDOLFI. "THIS IS A TREMENDOUSLY EXCITING TIME - I WOULD EVEN SAY REVOLUTIONARY - FOR CANCER RESEARCH AND I'M THRILLED TO BE A PART OF IT. AS WE NOW CLEARLY RECOGNIZE, 'CANCER' IS NOT A SINGLE DISEASE, BUT IS MADE UP OF MANY, MANY DIFFERENT MUTATIONS. WHILE THIS PROVIDES US WITH UNPRECEDENTED OPPORTUNITIES FOR DEVELOPING PERSONALIZED TREATMENTS, OUR ULTIMATE GOAL IS TO UNDERSTAND AND CURE CANCER, AND THIS AWARD GIVES US FURTHER MOTIVATION TO ACHIEVE THIS GOAL AS WE CONTINUE TO FIGHT RELENTLESSLY FOR THE SAKE OF OUR PATIENTS."PIONEERS IN THE QUEST FOR AN HIV VACCINEAIDS FIRST CAME TO LIGHT MORE THAN 30 YEARS AGO AND EVER SINCE HIV WAS IDENTIFIED AS THE VIRUS RESPONSIBLE FOR THIS FORMIDABLE DISEASE, MEDICAL CENTER SCIENTISTS HAVE DISTINGUISHED THEMSELVES AS INTERNATIONAL LEADERS IN THE QUEST TO DEVELOP AN HIV VACCINE. THERE ARE 2.7 MILLION NEW HIV INFECTIONS REPORTED EACH YEARNORMAN LETVIN, MD, CHIEF OF VIRAL PATHOGENESIS, IS A PIONEER IN THE USE OF NON-HUMAN PRIMATES IN HIV/AIDS TESTING AND DESIGN, AND WAS AMONG THE FIELD'S FIRST SCIENTISTS TO DEMONSTRATE THAT THE BIOLOGY OF SIMIAN IMMUNODEFICIENCY VIRUS (SIV) IN ASIAN MONKEYS MIRRORS HIV INFECTION AND TRANSMISSION IN HUMANS. TODAY, THE MEDICAL CENTER IS A PREMIER CENTER FOR MODELING HUMAN DISEASE. FOR THE PAST SIX YEARS DR. LETVIN, TOGETHER WITH COLLABORATORS FROM DUKE UNIVERSITY, HAVE BEEN LEADERS IN THE NIH FUNDED CENTER FOR HIV/AIDS VACCINE IMMUNOLOGY (CHAVI). AN ALLIANCE OF 50 INSTITUTIONS WITH 11 CLINICAL INTERNATIONAL RESEARCH SITES, CHAVI WAS CREATED AS AN EXPERIMENT TO DETERMINE IF A LARGE SCALE SCIENTIFIC EFFORT COULD SPEED HIV/AIDS VACCINE DEVELOPMENT AND IT HAS. AMONG THE TEAM'S NOTABLE ADVANCES HAS BEEN THE ISOLATION OF A SINGLE VIRUS FROM AMONG BILLIONS OF MUTANT VIRUSES RESPONSIBLE FOR TRANSMITTING HIV/AIDS FROM ONE PERSON TO ANOTHER. THIS TRANSMITTED FOUNDER VIRUS, OR TFV, IS NOW A PRIME VACCINE TARGET. THE CHAVI TEAM ALSO UNVEILED AN ENTIRELY NEW CONCEPT IN VACCINE DESIGN, USING A VACCINE TO MOBILIZE THE INNATE IMMUNE SYSTEM'S MEMORY CELLS TO ATTACK A PATHOGEN UNTIL THE USUAL FIGHTERS - B-CELLS AND T- CELLS - CAN TAKE OVER.SCIENTISTS UNCOVER THE EARLIEST STAGES OF ALZHEIMER'S DISEASEALZHEIMER'S DISEASE (AD) CURRENTLY AFFLICTS 5.4 MILLION AMERICANS AND 30 MILLION INDIVIDUALS WORLDWIDE. IT IS ESTIMATED THAT BY 2050, MEDICAL COSTS OF CARING FOR AD PATIENTS WILL SOAR TO OVER $1 TRILLION IN THE U.S. ALONE. MEDICAL CENTER INVESTIGATORS KUN PING LU, MD, PHD, AND XIAO ZHEN ZHOU, MD, PHD, HAVE IDENTIFIED THE FIRST, EARLY STEP IN WHICH THE TAU PROTEIN IS TRANSFORMED FROM ITS BENEFICIAL FUNCTION AS A MEANS OF NEURONAL SUPPORT AND TURNED INTO A TWISTED, MISSHAPEN VILLAIN RESPONSIBLE FOR DEBILITATING MEMORY LOSS. THE DISCOVERY OFFERS A PROMISING NEW DIRECTION FOR THE DEVELOPMENT OF THERAPEUTIC ANTIBODIES AND VACCINES, AND HINGES ON AN ENZYME CALLED PIN1 (PROLYL ISOMERASE), WHICH CAN UNTANGLE THE TWISTED TAU. PIN1 WAS CO-DISCOVERED BY LU IN 1995. "PROLINE ISOMER-SPECIFIC ANTIBODIES REVEAL THE EARLY PATHOGENIC TAU CONFORMATION IN ALZHEIMER'S DISEASE," CELL, MARCH 30, 2012A NEW ANTIBODY TECHNOLOGY DEVELOPED BY DR. LU AND DR. ZHOU HAS MADE IT POSSIBLE TO DISTINGUISH BETWEEN HEALTHY AND DISEASE-CAUSING TAU PROTEIN. THEIR WORK HAS DEMONSTRATED THAT THE PROTEIN'S PATHOGENIC FORM APPEARS IN THE BRAIN CELLS OF PATIENTS WITH EARLY DEMENTIA AND AS IT PROGRESSES TO ALZHEIMER'S RAPIDLY ACCUMULATES AT THE BRAIN LOCATION THAT IS CRITICAL FOR MEMORY. PROSTATE CANCER RESEARCH: HIGH RISK EQUALS HIGH REWARDTHE PROSTATE CANCER FOUNDATION (PCF) CHALLENGE AWARDS ARE SPECIFICALLY DESIGNED TO SUPPORT THE "HIGH RISK" RESEARCH THAT PROMISES "HIGH PATIENT BENEFIT." RESEARCH TEAMS LED BY MEDICAL CENTER PROSTATE CARE CENTER DIRECTOR MARTIN SANDA, MD, AND HEMATOLOGY / ONCOLOGY INVESTIGATOR STEVEN BALK,MD, PHD, RECEIVED 2011 CHALLENGE AWARD FUNDING OF $1 MILLION EACH FOR THEIR NOVEL INVESTIGATIONS, MAKING THE MEDICAL CENTER THE ONLY INSTITUTION NATIONWIDE TO RECEIVE TWO PCF AWARDS. DR. SANDA'S TEAM, MADE UP OF INVESTIGATORS FROM THE UNIVERSITY OF NORTH CAROLINA AND JOHNS HOPKINS UNIVERSITY, AND CO-LED BY SIMO ARREDOUANI, PHD, OF THE MEDICAL CENTER DEPARTMENT OF SURGERY, IS COMBINING NANOTECHNOLOGY AND CANCER IMMUNOLOGY TO DEVELOP A VACCINE TO TREAT PROSTATE CANCER BY BOOSTING PATIENTS' IMMUNE SYSTEMS. DR. BALK, TOGETHER WITH MEDICAL CENTER CO-INVESTIGATORS GLENN BUBLEY, MD, AND XIN YUAN, MD, IS LEADING A TEAM INVESTIGATING THERAPEUTICS THAT WILL TARGET THE ANDROGEN RECEPTOR PATHWAY. EUREKA! A POISONOUS GAS BECOMES A MEDICAL THERAPYALTHOUGH CARBON MONOXIDE'S BEST-KNOWN REPUTATION IS THAT OF A SINISTER, SILENT KILLER, IT TURNS OUT THE GAS IS VITAL TO OUR HEALTH AND WELL-BEING. EVERY CELL IN THE HUMAN BODY PRODUCES AND USES CO GAS MOLECULES TO RESPOND TO INTRACELLULAR STRESSES, AND TO HELP CONTROL BLOOD PRESSURE, MEMORY AND CIRCADIAN RHYTHMS. LEO OTTERBEIN, PHD, A SCIENTIST IN THE MEDICAL CENTER'S TRANSPLANT INSTITUTE, ACTIVELY INVESTIGATES THE UNDERLYING BIOLOGY BEHIND THE SEEMINGLY PARADOXICAL IDEA THAT VERY LOW LEVELS OF CARBON MONOXIDE CAN BE USED AS A THERAPY. HIS WORK, WHICH COULD LEAD TO NEW THERAPIES FOR A RANGE OF MEDICAL APPLICATIONS INCLUDING ADJUNCT CANCER TREATMENTS, IS CURRENTLY BEING TESTED AS A NOVEL WAY TO HELP KIDNEY TRANSPLANT PATIENTS AVOID ORGAN REJECTION. THE TRIAL IS LED BY THE MEDICAL CENTER CHIEF OF TRANSPLANTATION DOUGLAS HANTO, MD, PHD. DR. OTTERBEIN'S PARADOXICAL WORK IS FUNDED, IN PART, BY A $1.4 MILLION EUREKA (EXCEPTIONAL, UNCONVENTIONAL RESEARCH ENABLING KNOWLEDGE ACCELERATION) GRANT FROM THE NIH. EUREKA GRANTS ARE PART OF AN INITIATIVE UNVEILED BY THE NIH TO SUPPORT INNOVATIVE RESEARCH AND TEST NEW, UNCONVENTIONAL IDEAS AND SEEK TO GENERATE THOSE "EUREKA MOMENTS" WHEN SCIENTISTS MAKE MAJOR THEORETICAL OR TECHNICAL ADVANCES.A NEW GENETIC CLUE TO AUTISMAUTISM SPECTRUM DISORDER IS CHARACTERIZED BY THREE TRAITS: REDUCED SOCIAL INTERACTION, IMPAIRED COMMUNICATION AND EXCESSIVE REPETITIVE BEHAVIORS. WHEN MATTHEW ANDERSON, MD, PHD, CREATED A GENETICALLY ENGINEERED MOUSE THAT HAD EXTRA COPIES OF THE UBE3A GENE, IT WAS CLEAR THAT IT EXHIBITED ALL THREE OF THESE CLASSIC TRAITS. DESCRIBED IN SCIENCE TRANSLATIONAL MEDICINE, THE UBE3A MOUSE MODEL PROVIDES AN IMPORTANT NEW TOOL TO TEST DRUG THERAPIES TO TREAT AUTISM SPECTRUM DISORDER, WHICH NOW AFFECTS ONE IN 88 CHILDREN IN THE U.S. "UP UNTIL RECENTLY, THE CAUSE OF AUTISM WAS A MYSTERY," NOTES DR. ANDERSON, DIRECTOR OF NEUROPATHOLOGY AT THE MEDICAL CENTER. "TODAY'S NEWER TECHNOLOGIES HAVE MADE IT FEASIBLE TO DISCOVER THAT AT LEAST IN A SUBSET OF AUTISM PATIENTS, THERE ARE MICROSCOPIC DELETIONS OR DUPLICATIONS OF THEIR DNA." DR. ANDERSON'S TEAM IS NOW FOCUSED ON IDENTIFYING PRECISELY WHICH NEURONAL CIRCUIT DEFECTS IN THE UBE3A TRANSGENIC MOUSE UNDERLIE THESE BEHAVIORAL IMPAIRMENTS IN THE HOPE THAT ONE DAY TAILORED DRUG THERAPIES COULD IMPROVE THESE DEFECTS. DR. ANDERSON RECEIVED A $1 MILLION GRANT FROM THE NANCY LURIE MARKS FAMILY FOUNDATION TO SUPPORT THIS WORK. "INCREASED GENE DOSAGE OF UBE3A RESULTS IN AUTISM TRAITS AND DECREASED SYNAPTIC GLUTAMATE TRANSMISSION IN MICE," SCIENCE TRANSLATIONAL MEDICINE, OCTOBER 5, 2011.RECOVERING SPEECH THROUGH SONGFOR STROKE PATIENTS WHO HAVE LOST THE ABILITY TO SPEAK, MUSIC AND SINGING MAY PROVIDE A SURPRISING WAY TO RESTORE THEIR LANGUAGE. AS THE DIRECTOR OF THE MEDICAL CENTER'S MUSIC AND NEUROIMAGING LABORATORY, GOTTFRIED SCHLAUG, MD, PHD, IS CONDUCTING ONE OF THE FIRST RIGOROUS CLINICAL TRIALS TO TEST A TREATMENT CALLED MELODIC INTONATION THERAPY IN APHASIA PATIENTS. "MELODIC INTONATION THERAPY WAS FIRST DEVELOPED IN THE 1970S, AFTER CLINICIANS OBSERVED THAT SOME PATIENTS WHO SUFFERED STROKES WERE NO LONGER ABLE TO TALK, BUT COULD STILL SING," EXPLAINS DR. SCHLAUG, WHO ALSO LEADS THE MEDICAL CENTER'S STROKE SERVICE. THE THEORY BEHIND THE TREATMENT IS THAT THE LEFT AND RIGHT SIDES OF THE BRAIN HAVE NNETWORKS THAT CAN SUPPORT VOCAL OUTPUT -ONE IS MORE ENGAGED IN SPEECH, THE OTHER WITH MUSIC AND SINGING. DR. SCHLAUG'S HOPE IS THAT "...THIS THERAPY ...CAN HELP THE UNAFFECTED RIGHT SIDE OF THE BRAIN TO DEVELOP SKILLS TO HELP RESTORE SPEECH OUTPUT." DR. SCHLAUG'S WORK WAS RECENTLY FEATURED IN A PROFILE ON NATIONAL PUBLIC RADIO'S "MORNING EDITION" AND HIS EXPERTISE WAS TAPPED BY ABC NEWS.COM AND OTHER MAJOR MEDIA OUTLETS, INSPIRED BY FORMER U.S. REP. GABRIELLE GIFFORDS' EXPERIENCE WITH MELODIC INTONATION THERAPY FOLLOWING HER BRAIN INJURY.BUILDING ON THE SUCCESS OF MELODIC INTONATION THERAPY, RESEARCHERS IN THE MEDICAL CENTER'S MUSIC AND NEUROIMAGING LABORATORY HAVE DEVELOPED A SIMILAR TREATMENT CALLED AUDITORY-MOTOR MAPPING TRAINING (AMMT) TO HELP NONVERBAL CHILDREN WITH AUTISM TO DEVELOP SPEECH. AMMT STEMS FROM THE OBSERVATIONS THAT CHILDREN WITH AUTISM - WHO TYPICALLY STRUGGLE WITH COMMUNICATION, AS WELL AS SOCIAL INTERACTIONS - OFTEN RESPOND POSITIVELY TO MUSIC, AND USES A COMBINATION OF SINGING AND MOTOR ACTIVITIES TO STRENGTHEN A NETWORK OF BRAIN REGIONS THAT IS THOUGHT TO BE ABNORMAL IN THESE CHILDREN. "AUDITORY-MOTOR MAPPING TRAINING AS AN INTERVENTION TO FACILITATE SPEECH OUTPUT IN NONVERBAL CHILDREN WITH AUTISM: A PROOF OF CONCEPT STUDY," PLOS ONE, SEPTEMBER 29, 2011A HIGHLY PROMISING COMPUTER "PATHOLOGIST"THE SYSTEM USED BY PATHOLOGISTS TO GRADE BREAST TUMORS HASN'T CHANGED MUCH SINCE IT WAS INTRODUCED 80 YEARS AGO: CANCEROUS TISSUE IS STAINED WITH DYES AND EXAMINED UNDER THE MICROSCOPE TO PREDICT WHICH TUMORS ARE ASSOCIATED WITH WORSE OUTCOMES AND TO DETERMINE HOW AGGRESSIVE TREATMENT SHOULD BE - GRADE I TO GRADE III. BUT A NEW COMPUTER PROGRAM CALLED C-PATH, SHORT FOR COMPUTATIONAL PATHOLOGIST, COULD HELP MAKE THE PROCESS MORE SYSTEMATIC AND MORE ACCURATE. ANDREW BECK, MD, WHO RECENTLY JOINED THE MEDICAL CENTER'S DEPARTMENT OF PATHOLOGY, DEVELOPED THE ALGORITHM, WHICH SCANS MICROSCOPIC IMAGES OF BREAST TISSUE FOR MORE THAN 6,600 CHARACTERISTICS OF CANCER, AND TESTED IT ON TISSUE SAMPLES FROM TWO SETS OF WOMEN. THE RESULTS SHOWED THAT, UNLIKE HUMAN PATHOLOGISTS, WHO FOCUS EXCLUSIVELY ON TUMOR CELLS, C-PATH ADDITIONALLY EXAMINED CELLS IN THE STROMA SURROUNDING THE TUMOR. THE END RESULT: THE SOFTWARE YIELDED RESULTS THAT WERE MORE ACCURATE THAN HUMAN EVALUATION. 'IN THE FUTURE, WE SEE PATHOLOGISTS WORKING WITH COMPUTERS TO MAKE THE MOST INFORMATIVE INTERPRETATION OF [BREAST CANCER] TISSUE SAMPLES,' SAYS DR.BECK. 'SYSTEMATIC ANALYSIS OF BREAST CANCER MORPHOLOGY UNCOVERS STROMAL FEATURES ASSOCIATED WITH SURVIVAL,' SCIENCE TRANSLATIONAL MEDICINE, NOVEMBER 9, 2011.TEAMING UP TO TACKLE SEPSIS - FROM BENCH TO BEDSIDESEPSIS IS ONE OF THE MOST COMMON - AND MOST TERRIFYING - OF CONDITIONS TO BE FOUND IN HOSPITAL EMERGENCY DEPARTMENTS AND INTENSIVE CARE UNITS. SOMETIMES KNOWN AS BLOOD POISONING, SEPSIS OCCURS WHEN THE BODY OVERREACTS TO WHAT IS OFTEN A SIMPLE INFECTION, AND CAN RAPIDLY ESCALATE TO LIFE-THREATENING ORGAN SHUTDOWN. EACH YEAR, SEPSIS IS RESPONSIBLE FOR MORE THAN 200,000 DEATHS, MAKING IT A LEADING CAUSE OF HOSPITAL MORTALITY. AT THE MEDICAL CENTER, INTERDISCIPLINARY RESEARCH TEAMS HAVE MADE SEPSIS A PRIMARY FOCUS OF THEIR ATTENTION. BY LITERALLY BRINGING KEY SCIENTIFIC FINDINGS FROM THE LAB BENCH TO THE PATIENT BEDSIDE, EMERGENCY ROOM PHYSICIAN NATHAN SHAPIRO, MD, PHD, HAS BEEN INSTRUMENTAL IN LEADING INVESTIGATIONS INTO THE ORIGINS OF THIS EXTREMELY DANGEROUS CONDITION, ESTIMATED TO COST $17 BILLION PER YEAR, NATIONWIDE. AS A MEMBER OF THE CENTER FOR VASCULAR BIOLOGY RESEARCH (CVBR) DR. SHAPIRO HAS PARTNERED WITH BASIC SCIENTISTS SAMIR PARIKH, MD, AND WILLIAM AIRD, MD, TO EXPLORE THE ROLE THAT BLOOD VESSELS PLAY IN THE ONSET OF SEPSIS AND IN ITS ESCALATION TO A LIFE-THREATENING CONDITION. THEIR WORK INVESTIGATING THE ENDOTHELIUM LAYER, WHICH LINES THE BLOOD CELLS, IS UNCOVERING VITALLY IMPORTANT CLUES, INCLUDING THE ROLE THAT THE VEGF (VASCULAR ENDOTHELIAL GROWTH FACTOR) PROTEIN MAY PLAY IN THE ONSET OF THIS PROGRESSIVELY SEVERE ILLNESS. THE EMERGENCY-ROOM-AS-LABORATORY IS A UNIQUE AND VALUABLE APPROACH TO STUDYING SEPSIS, AND AS AN ATTENDING PHYSICIAN, DR. SHAPIRO HAS BEEN PRINCIPAL INVESTIGATOR OF NUMEROUS ER-BASED CLINICAL TRIALS TO HELP ASCERTAIN THE MOST EFFECTIVE AND PRUDENT MANAGEMENT OF THE CONDITION IN CASES IN WHICH SEPSIS HAS TAKEN HOLD. SPACE SHUTTLE EXPERIMENT HOLDS PROMISE FOR BONE THERAPIESWHEN THE FINAL MISSION OF NASA'S 30-YEAR SPACE SHUTTLE PROGRAM WAS LAUNCHED IN JULY 2011, MARY BOUXSEIN, PHD, WAS ON HAND AT THE KENNEDY SPACE CENTER. THE REASON? SHE HAD PRECIOUS CARGO ON BOARD THIS HISTORIC FLIGHT - 30 MICE THAT WERE GOING INTO SPACE AS PART OF AN EXPERIMENT TO TEST A NOVEL DRUG TO PREVENT BONE LOSS IN ASTRONAUTS, AND BY EXTENSION, IN PATIENTS ON EARTH, WHERE ONE IN TWO WOMEN AND ONE IN FIVE MEN OVER AGE 50 WILL SUFFER A FRACTURE DURING THEIR LIFETIME. DR. BOUXSEIN, A MEMBER OF THE MEDICAL CENTER'S CENTER FOR ADVANCED ORTHOPAEDIC STUDIES AND CO-PRINICIPAL INVESTIGATOR OF THE EXPERIMENT, TESTED AN ANTIBODY THAT BLOCKS THE PROTEIN SCLEROSTIN, A POTENT INHIBITOR OF BONE FORMATION. FUNDED BY NASA'S AMES RESEARCH CENTER, THE STUDY IS NOT ONLY ADDRESSING A SERIOUS PROBLEM FOR ASTRONAUTS, BUT MAY ALSO OFFER NEW OPTIONS TO ONE DAY PREVENT AND TREAT BONE DISEASE, A RAPIDLY GROWING PROBLEM HERE ON EARTH.FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - GRADUATE MEDICAL EDUCATION THE MEDICAL CENTER'S DEVOTION TO TEACHING, RESPECT FOR STUDENTS/TRAINEES AND WILLINGNESS TO EMBRACE TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION MAKE THE MEDICAL CENTER A TOP CHOICE AMONG MEDICAL STUDENTS AND HEALTH CARE PROFESSIONALS. THE MEDICAL CENTER TRAINS HUNDREDS OF MEDICAL STUDENTS, INTERNS AND RESIDENTS, AS WELL AS PROFESSIONALS IN NURSING, SOCIAL WORK AND THE ALLIED HEALTH SCIENCES. THE MEDICAL CENTER HAS 40 APPROVED CLINICAL RESIDENCY AND FELLOWSHIP PROGRAMS WITH APPROXIMATELY 560 RESIDENTS AND CLINICAL FELLOWS. IN ADDITION, THE MEDICAL CENTER HAS APPROXIMATELY 40 NONSTANDARD CLINICAL FELLOWSHIP PROGRAMS WITH OVER 100 TRAINEES PER YEAR. STAFF PHYSICIANS AT THE MEDICAL CENTER WHO HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF THEIR DAILY PATIENT CARE AND A RANGE OF INTERACTIVE LEARNING EXPERIENCES.CORE CLINICAL TRAINING PROGRAMSTHE MEDICAL CENTER SPONSORS CORE CLINICAL TRAINING PROGRAMS IN THE FOLLOWING FIELDS:-ANESTHESIOLOGY-EMERGENCY MEDICINE-INTERNAL MEDICINE-NEUROLOGY-OBSTETRICS AND GYNECOLOGY-PATHOLOGY-RADIOLOGY-SURGERYDURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER HAD NET EXPENDITURES OF $67,650,485 REPORTED ON THIS SCHEDULE H, PART I, LINE 7F RELATED TO THE MEDICAL CENTER'S TEACHING FUNCTION WHICH REPRESENTED 5.14% OF THE MEDICAL CENTER'S TOTAL EXPENSES, ADJUSTED FOR BAD DEBT EXPENSE AS NOTED ABOVE.RESIDENCY PROGRAMSTHE MEDICAL CENTER SPONSORS ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED RESIDENCY PROGRAMS IN EACH OF THE CORE CLINICAL TRAINING PROGRAMS LISTED ABOVE, AS WELL AS PSYCHIATRY. FELLOWSHIP PROGRAMSIN ADDITION TO THE RESIDENT TRAINING PROGRAMS LISTED ABOVE, THE MEDICAL CENTER SPONSORS A WIDE VARIETY OF FELLOWSHIP TRAINING PROGRAMS FOR ELIGIBLE DOCTORS WHO HAVE COMPLETED THEIR RESIDENCY AND WANT TO ENGAGE IN MORE SPECIALIZED STUDY. THE MAJORITY OF THESE PROGRAMS (37 OF 44) ARE ACGME APPROVED OR APPROVED BY A COMPARABLE BODY RELATED TO THE PARTICULAR SUBSPECIALTY. THE MEDICAL CENTER SPONSORS THE FOLLOWING FELLOWSHIP PROGRAMS:ANESTHESIA-CARDIOTHORACIC ANESTHESIA-CRITICAL CARE MEDICINE ANESTHESIA-PAIN MANAGEMENTDERMATOLOGY-DERMATOLOGYMEDICINE-CARDIOVASCULAR DISEASE-CLINICAL CARDIAC ELECTROPHYSIOLOGY-INTERVENTIONAL CARDIOLOGY-CLINICAL INVESTIGATOR TRAINING PROGRAM-ENDOCRINOLOGY, DIABETES, AND METABOLISM-GASTROENTEROLOGY-TRANSPLANT HEPATOLOGY-GENERAL MEDICINE-GERIATRIC MEDICINE-GERONTOLOGY-HEMATOLOGY / ONCOLOGY-INFECTIOUS DISEASE-NEPHROLOGY-INTERVENTIONAL PULMONARY-PULMONARY, CRITICAL CARE -RHEUMATOLOGY-SLEEP MEDICINENEONATOLOGY-NEONATAL-PERINATAL NEUROLOGY-NEUROLOGY-NEUROMUSCULAR MEDICINE-VASCULAR NEUROLOGY-CLINICAL NEUROPHYSIOLOGY-EEG AND AUTONOMIC DISORDERS OBSTETRICS AND GYNECOLOGY-REPRODUCTIVE ENDOCRINOLOGY-MATERNAL FETAL MEDICINEPATHOLOGY-CYTOPATHOLOGY-DERMATOPATHOLOGY-HEMATOPATHOLOGY-SELECTIVE PATHOLOGY-MEDICAL MICROBIOLOGYRADIATION ONCOLOGY-RADIATION ONCOLOGYRADIOLOGY-RADIOLOGYSURGERY-CARDIOTHORACIC SURGERY-CRITICAL CARE SURGERY-MINIMALLY INVASIVE SURGERY-ORTHOPAEDIC SPINE-PODIATRY-SOLID ORGAN SURGERY-TRANSPLANT-PLASTIC/HAND SURGERY-ORTHOPAEDIC HAND SURGERY-VASCULAR SURGERYUROLOGY-UROLOGY ADDITIONAL INFORMATION ON CLINICAL RESIDENCY AND FELLOWSHIPS- EXAMPLESBELOW IS MORE DETAIL ON JUST A FEW OF THE SPECIFIC GRADUATE MEDICAL EDUCATION PROGRAMS OFFERED AT THE MEDICAL CENTER:HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY (HAEMR) AT BIDMC THE BETH ISRAEL DEACONESS MEDICAL CENTER HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY IS A THREE-YEAR PROGRAM (PGY-1 TO PGY-3) AFFILIATED WITH HARVARD MEDICAL SCHOOL AND BASED AT BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER). THE MEDICAL CENTER EMERGENCY DEPARTMENT (ED) IS A 57,000 VISIT PER YEAR LEVEL I TRAUMA CENTER. THE EDUCATIONAL GOALS OF THE RESIDENCY ARE TO PROMOTE EXCELLENCE IN THE CLINICAL, ACADEMIC, AND ADMINISTRATIVE ASPECTS OF EMERGENCY MEDICINE. RESIDENTS ARE TAUGHT HOW TO BE OUTSTANDING CLINICIANS. THIS IS ACCOMPLISHED THROUGH CLINICAL EXPERIENCE IN SEVERAL BUSY EMERGENCY DEPARTMENTS (RESIDENTS PARTICIPATING IN THIS PROGRAM HAVE THE OPPORTUNITY TO ROTATE AT CHILDREN'S HOSPITAL BOSTON, SOUTH SHORE HOSPITAL, TUFTS MEDICAL CENTER, ST. VINCENT'S HOSPITAL, ST. LUKE'S HOSPITAL, MOUNT AUBURN HOSPITAL AND BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM) AS WELL AS THROUGH A HIGH QUALITY DIDACTIC PROGRAM. DURING THE CLINICAL EXPERIENCE, THE RESIDENTS ARE CLOSELY SUPERVISED AND GIVEN GRADED RESPONSIBILITY FOR PATIENT CARE AND ULTIMATELY FOR PATIENT FLOW IN THE ED. ADDITIONALLY, RESIDENTS ARE TAUGHT HOW TO SUPERVISE MEDICAL STUDENTS AND OTHER RESIDENTS AND HOW TO TEACH THE PRACTICE OF EMERGENCY MEDICINE. RESIDENTS TEACH MEDICAL STUDENTS AND PREHOSPITAL PERSONNEL AND CONTRIBUTE TO THE DIDACTIC PROGRAM. SENIOR RESIDENTS TAKE ON THE RESPONSIBILITY OF SUPERVISING JUNIOR RESIDENTS IN THE CLINICAL ARENA. THE FOCUS OF THE RESIDENCY PROGRAM IS ON TEACHING THE LEADERSHIP SKILLS NECESSARY TO DIRECT A BUSY EMERGENCY DEPARTMENT IN ANY SETTING.THE OTHER MAJOR EDUCATIONAL GOAL OF THE RESIDENCY IS TO DEVELOP THE RESEARCH AND ACADEMIC SKILLS REQUIRED FOR A CAREER IN ACADEMIC EMERGENCY MEDICINE. PARTICIPATION IN RESEARCH IS PROMOTED THROUGH A SYSTEM OF MENTORSHIP, JOURNAL CLUB PARTICIPATION, AND A DIDACTIC PROGRAM THAT TEACHES RESEARCH DESIGN AND STATISTICAL METHODS. RESIDENTS ARE REQUIRED TO COMPLETE A RESEARCH OR ACADEMIC PROJECT THAT RESULTS IN A PAPER SUITABLE FOR PUBLICATION. FUNDING IS AVAILABLE WITHIN THE DIVISION OF EMERGENCY MEDICINE AT HARVARD MEDICAL SCHOOL AND THE DEPARTMENT OF EMERGENCY MEDICINE AT THE MEDICAL CENTER. PROMOTING THE ADMINISTRATIVE ASPECTS OF EMERGENCY MEDICINE IS ANOTHER GOAL OF THE MEDICAL CENTER HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY. THROUGH AN EMS/ADMINISTRATIVE ROTATION AND A LONGITUDINAL EXPERIENCE IN PREHOSPITAL ADMINISTRATION, RESIDENTS GAIN EXPERIENCE IN RUNNING A LOCAL PREHOSPITAL SYSTEM.THIS PROGRAM TAKES ADVANTAGE OF THE UNIQUE ACADEMIC OPPORTUNITIES AT HARVARD MEDICAL SCHOOL, THE HARVARD TEACHING HOSPITALS, AND THE HARVARD SCHOOL OF PUBLIC HEALTH. THESE OPPORTUNITIES INCLUDE THE OUTSTANDING EXPERIENCE AVAILABLE THROUGH BOSTON CHILDREN'S HOSPITAL AND THE DEPARTMENTS OF MEDICINE, SURGERY, OBSTETRICS AND GYNECOLOGY, AND ANESTHESIA AT BETH ISRAEL DEACONESS MEDICAL CENTER. SURGERY: EDUCATION THE ROBERTA AND STEPHEN R. WEINER DEPARTMENT OF SURGERY OFFERS EDUCATION OPPORTUNITIES FOR RESIDENTS, FELLOWS AND MEDICAL STUDENTS IN CARDIAC SURGERY, GENERAL SURGERY, PLASTIC AND RECONSTRUCTIVE SURGERY, PODIATRY, TRAUMA SURGERY, MINIMALLY INVASIVE SURGERY, AND VASCULAR SURGERY. STUDENTS LEARN THE MOST ADVANCED TECHNIQUES IN A STATE-OF-THE-FACILITY. STUDENTS ALSO HAVE THE OPPORTUNITY TO LEARN MINIMALLY INVASIVE TECHNIQUES AT THE CARL J. SHAPIRO SIMULATION AND SKILLS CENTER, THE FIRST OF ITS KIND TO BE ACCREDITED IN THE COUNTRY AND LOCATED WITHIN THE MEDICAL CENTER. GENERAL SURGERY RESIDENCY: EDUCATION THE DEPARTMENT OF SURGERY AT BETH ISRAEL DEACONESS MEDICAL CENTER IS ONE OF THREE MAJOR TEACHING AND RESEARCH UNITS OF HARVARD MEDICAL SCHOOL'S DEPARTMENT OF SURGERY. THE PROGRAM IS NON-PYRAMIDAL. THE SURGICAL HOUSESTAFF IS COMPOSED OF 25 FIRST YEAR RESIDENTS, CONSISTING OF 9 CATEGORICAL (FULL FIVE-YEAR), AND 16 PRELIMINARY RESIDENTS (ONE- OR TWO-YEAR DEPENDING ON THE REQUIREMENTS OF THEIR CHOSEN SUBSPECIALTY). GENERALLY THERE ARE 9 CATEGORICAL, 4 NON DESIGNATED PRELIMINARY RESIDENTS AND 1 ROTATING PLASTIC SURGERY RESIDENT AT THE PGY-2 LEVEL. IN THE PGY-3, PGY-4 AND PGY-5 CHIEF RESIDENT LEVELS, THERE ARE GENERALLY 9 CATEGORICAL RESIDENTS. ALL MEMBERS OF THE HOUSE-STAFF HOLD ACADEMIC APPOINTMENTS AS CLINICAL FELLOWS IN SURGERY AT HARVARD MEDICAL SCHOOL.THE SURGICAL TRAINING PROGRAM PRODUCES THE COUNTRY'S FUTURE SURGICAL LEADERS. CLINICAL EXCELLENCE IS THE FOUNDATION UPON WHICH THAT LEADERSHIP IS BUILT, AND OUR TRAINING PROGRAMS ENDEAVOR TO HELP YOUNG SURGEONS DEVELOP BOTH TECHNICAL AND COGNITIVE EXPERTISE. AT ALL LEVELS, THE HOUSESTAFF ENJOY THE TRAINING AND PRACTICAL EXPERIENCE IN THE PREOPERATIVE, OPERATIVE, AND POST-OPERATIVE CARE OF PATIENTS. THE BETH ISRAEL DEACONESS PROGRAM EMPHASIZES RESIDENT-FACULTY INTERACTION FOR EDUCATIONAL PURPOSES. TEACHING CONFERENCES AND SEMINARS FOR THE HOUSESTAFF CAPITALIZE ON WORKING RELATIONSHIPS DEVELOPED WITH THE ATTENDING STAFF.UPON COMPLETION OF FIVE YEARS OF SURGICAL TRAINING, RESIDENTS ARE ELIGIBLE FOR THE AMERICAN BOARD OF SURGERY EXAMINATION. OUTSTANDING SPECIALTY FELLOWSHIPS IN PLASTIC, CARDIOTHORACIC, PEDIATRIC, TRANSPLANT, COLORECTAL, AND VASCULAR SURGERY ARE OBTAINED ROUTINELY BY OUR GRADUATES. GRADUATES TYPICALLY ENJOY SUPERB OPPORTUNITIES IN EITHER PRIVATE OR ACADEMIC PRACTICE.DIDACTIC TEACHINGTHE PROGRAM HAS DEDICATED EDUCATION TIME, INCLUDING A STRONG DIDACTIC CONFERENCE SCHEDULE, TO PROVIDE A BASIC FOUNDATION OF SURGICAL KNOWLEDGE AND SKILLS. REQUIRED WEEKLY CONFERENCES INCLUDE:-RESIDENT CURRICULUM CONFERENCE / MIS SKILLS LAB -SURGICAL SERVICE MORBIDITY/MORTALITY & SURGICAL GRAND ROUNDS -COMBINED GI CONFERENCETHROUGHOUT TRAINING, A PRIMARY RESPONSIBILITY OF SENIOR RESIDENTS IS TEACHING MORE JUNIOR RESIDENTS AND THE STUDENTS ON THEIR SERVICE. THEY ARE ALSO RESPONSIBLE FOR THE ASSIGNMENT OF CASES, CLINICAL SUPERVISION OF MEDICAL STUDENTS AND RESIDENTS, AND PREPARING MATERIAL FOR SERVICE AND TEACHING CONFERENCES.CARL J. SHAPIRO SIMULATION AND SKILLS CENTERTHE CARL J. SHAPIRO SIMULATION AND SKILLS CENTER (SASC) AT THE MEDICAL CENTER OFFERS THE LATEST ADVANCES IN MEDICAL SIMULATION TECHNOLOGY TO THE MEDICAL CENTER, NEIGHBORING INSTITUTIONS AND THE GLOBAL HEALTHCARE FIELD IN A NEW, STATE-OF-THE-ART FACILITY. THE SASC PROVIDES REALISTIC TRAINING OPPORTUNITIES FOR LEARNERS AT ALL LEVELS, FROM ALL DISCIPLINES, AND USES PROGRESSIVE TEACHING METHODS TO REPLICATE REAL-LIFE PATIENT CARE SITUATIONS, FROM ROUTINE PROCEDURES TO ACUTE MANAGEMENT CRISES. THE SASC RAISES THE BAR FOR MAJOR ACADEMIC MEDICAL CENTERS BY PROVIDING HEALTH CARE STUDENTS AND PROFESSIONALS WITH CURRICULA AND SKILLS TRAINING ON THE LATEST MEDICAL AND SURGICAL TECHNIQUES IN A STATE-OF-THE-ART, TECHNOLOGICALLY ADVANCED FACILITY. ALTHOUGH MOST HEALTH CENTERS OFFER SOME DEGREE OF MEDICAL SIMULATION TRAINING, THE SCALE AND SCOPE OF THE MEDICAL CENTER'S SASC MAKE IT ONE OF THE MOST COMPREHENSIVE SIMULATION TRAINING CENTERS IN THE COUNTRY. THE SASC INCLUDES A LARGE TELECONFERENCE ROOM FOR UP TO 65 LEARNERS AND CONTAINS LIVE MEDIA FEEDS TO FOUR DIFFERENT OPERATING ROOM ENDOSUITES, ALLOWING FOR TELEPROCTORING, INTER-INSTITUTIONAL COURSES, AND INTERCONTINENTAL BROADCASTING OF GRAND ROUNDS. THE HIGH FIDELITY MOCK OPERATING AND INTENSIVE CARE UNIT ROOMS USED FOR FULL-BODY SIMULATION FEATURE WORKING WATER AND GAS LINES, VIDEO CAMERAS AND OBSERVATION WINDOWS WITH STATE-OF-THE-ART TELECONFERENCING ABILITY. TWO SKILLS LAB AREAS ARE DEDICATED TO PROVIDING LEARNERS WITH HANDS-ON TRAINING FOR BASIC CLINICAL PROCEDURES, OPEN SURGICAL SKILLS, ENDOSCOPIC, ULTRA-SONOGRAPHY, AND LAPAROSCOPIC SKILLS WITH OVER 30 PARTIAL TASK TRAINERS AND HIGH-FIDELITY PROCEDURAL SIMULATORS.THE MEDICAL CENTER'S SASC HAS BEEN FORMALLY ACCREDITED AS A LEVEL 1 FACILITY BY THE AMERICAN COLLEGE OF SURGEONS (ACS), THE FIRST IN BOSTON AND NEW ENGLAND - AND ONE OF ONLY SEVEN INAUGURAL CERTIFIED CENTERS IN THE UNITED STATES - TO PROVIDE SIMULATION-BASED SKILLS TRAINING TO HEALTH CARE STUDENTS AND PROFESSIONALS FROM ALL MEDICAL AND SURGICAL DISCIPLINES. AS AN ACS ACCREDITED EDUCATION INSTITUTE, THE SASC IS PART OF THE ACS' DEVELOPING NETWORK OF REGIONAL EDUCATION FACILITIES DESIGNED TO "SPECIFICALLY ADDRESS THE TEACHING, LEARNING AND ASSESSMENT OF TECHNICAL SKILLS USING STATE-OF-THE-ART EDUCATIONAL METHODS AND CUTTING-EDGE TECHNOLOGY." THIS LATEST ACCREDITATION FOLLOWS SASC'S RECENT CERTIFICATION AS ONE OF 11 NATIONAL TEST SITES FOR FUNDAMENTALS OF LAPAROSCOPIC SURGERY (FLS) CANDIDATES. SASC FACULTY PROCTOR THE TWO-PART COGNITIVE AND MANUAL SKILLS EXAM FOR RESIDENTS, FELLOWS AND SURGEONS PERFORMING LAPAROSCOPIC SURGERY.GENERAL SURGERY PGY-1 YEARTHE INTERNSHIP YEAR FOCUSES ON THE ACQUISITION OF BASIC PRINCIPLES AND CLINICAL SKILLS IN GENERAL AND VASCULAR SURGERY; ADDITIONAL ROTATIONS IN THE EMERGENCY DEPARTMENT AND SUBSPECIALTY SERVICES ROUND OUT THE FIRST YEAR EXPERIENCE. THE MAJORITY OF THESE ROTATIONS ARE AT BETH ISRAEL DEACONESS MEDICAL CENTER, SUPPLEMENTED BY COMMUNITY-BASED EXPERIENCE AT MOUNT AUBURN HOSPITAL AND ST. VINCENT HOSPITAL, AND PEDIATRIC EXPERIENCE AT CHILDREN'S HOSPITAL. PRE- AND POST-OPERATIVE PATIENT CARE IS EMPHASIZED UNDER THE GUIDANCE OF THE ATTENDING SURGEONS AND RESIDENT STAFF. INTERNS PARTICIPATE IN THOSE PROCEDURES APPROPRIATE FOR THEIR STAGE OF TRAINING AND CAN EXPECT TO PERFORM APPROXIMATELY 100 MAJOR AND MINOR CASES.GENERAL SURGERY PGY-2 THROUGH PGY-4THE SECOND AND THIRD YEARS OF RESIDENCY INCLUDE LONGER ROTATIONS TO PROVIDE MORE IN-DEPTH TRAINING IN GENERAL SURGERY, THORACIC AND TRAUMA SURGERY, AS WELL AS IN CRITICAL CARE AND ENDOSCOPY. IN THE FOURTH YEAR, SENIOR LEVEL EXPERIENCE IS OBTAINED IN GENERAL SURGERY, VASCULAR, TRANSPLANT AND PEDIATRIC SURGERY.CHIEF RESIDENCYDURING THE FIFTH YEAR OF TRAINING, CHIEF RESIDENTS HONE THEIR CLINICAL SKILLS, PERFORMING AN AVERAGE OF OVER 225 CASES AS SURGEON IN THEIR FINAL YEAR. ALSO IN THEIR CHIEF YEAR, RESIDENTS ARE ENCOURAGED TO DEVELOP THEIR ADMINISTRATIVE AND TEACHING SKILLS BY LEADING DIDACTIC SESSIONS, HEADING INPATIENT TEAMS AND TEACHING JUNIOR RESIDENTS. ONE CHIEF RESIDENT IS SELECTED ANNUALLY TO SERVE AS ADMINISTRATIVE CHIEF, AND ALSO SERVES AS RESIDENT REPRESENTATIVE TO THE HOUSE STAFF EDUCATION COMMITTEE. WHILE MOST OF THE RESIDENCY YEARS ARE SPENT AT THE MEDICAL CENTER, THE EXPERIENCE IS ROUNDED OUT WITH AN EXCELLENT COMMUNITY BASED EXPERIENCE AT OUTSIDE ROTATIONS AT NEARBY HOSPITALS: CARDIAC AND THORACIC SURGERY: EDUCATION - RESIDENCY IN CARDIOTHORACIC SURGERYA TWO-YEAR, ACCREDITED RESIDENCY IN CARDIOTHORACIC SURGERY IS OFFERED TO APPLICANTS WHO HAVE COMPLETED TRAINING IN GENERAL SURGERY. BASED AT THE MEDICAL CENTER, THE PROGRAM INCLUDES A ROTATION AT THE CHILDREN'S HOSPITAL AND PROVIDES IN-DEPTH EXPOSURE TO CARDIAC, ESOPHAGEAL, PULMONARY AND COMPLEX AIRWAY SURGERY.ABOUT CARDIOTHORACIC SURGERYWITH FOUR FULL-TIME ADULT CARDIAC SURGEONS AND TWO DEDICATED GENERAL THORACIC SURGEONS, ABOUT 800 CARDIAC CASES AND ABOUT 600 MAJOR THORACIC CASES WERE PERFORMED AT THE MEDICAL CENTER OVER THE PAST YEAR. THE VARIETIES OF OPERATIONS INCLUDE:-VATS LOBECTOMY AND MINIMALLY INVASIVE ESOPHAGECTOMY (MIE)-TRACHEAL RESECTION AND TRACHEOBRONCHOPLASTY-MINIMALLY INVASIVE AND "OFF-BYPASS" CORONARY REVASCULARIZATIONS-AORTIC HOMOGRAFTS-AORTIC ROOT OPERATIONSOTHER MAJOR AORTIC PROCEDURESTEACHING BY OUTSTANDING HARVARD MEDICAL SCHOOL FACULTY ENABLES THE RESIDENT TO BECOME PROFICIENT IN THE OPERATIVE AND PERIOPERATIVE CARE OF PATIENTS. PROGRESS TOWARD TECHNICAL PROFICIENCY IS EVALUATED AT MULTIPLE POINTS DURING THE RESIDENCY. MULTIPLE EDUCATIONAL SESSIONS OCCUR THROUGHOUT THE WEEK ON EACH SERVICE, INCLUDING PREOPERATIVE CASE CONFERENCE, CORE CURRICULUM CONFERENCE, PROFESSOR ROUNDS, CLINICAL CASE CONFERENCE AND CARDIAC CATHETERIZATION CONFERENCE. IN ADDITION, MONTHLY JOURNAL CLUBS AND MULTIDISCIPLINARY AIRWAY CONFERENCES ARE HELD. PARTICIPATION IN THE HARVARD COMBINED CARDIOTHORACIC CONFERENCE IS MANDATORY.TWO-YEAR PROGRAM:OUR TWO-YEAR PROGRAM CONSISTS OF:-SIX MONTHS OF GENERAL THORACIC SURGERY AT THE MEDICAL CENTER-NINE MONTHS OF ADULT CARDIAC SURGERY AT THE MEDICAL CENTER-THREE MONTHS OF PEDIATRIC CARDIAC SURGERY AT BOSTON CHILDREN'S HOSPITAL-SIX MONTHS OF ADULT CARDIOTHORACIC SURGERY AT THE MEDICAL CENTER -A CHIEF RESIDENT EXPERIENCE ON THE ADULT CARDIAC SURGERY OR GENERAL THORACIC SURGERY SERVICE, A FLEXIBLE DESIGNATION DEPENDING ON THE TRAINEE'S CAREER GOALSGENERAL THORACIC SURGERYTHE FIRST SIX-MONTH BLOCK OF THE FIRST YEAR IS COMPOSED OF GENERAL THORACIC SURGERY. EDUCATION CONSISTS OF:-PARTICIPATION IN THE PREOPERATIVE,OPERATIVE AND POSTOPERATIVE CARE OF ALL PATIENTS, WITH THE TRAINEE SERVING AS CHIEF RESIDENT OF THE SERVICE-GRADUALLY INCREASED OPERATIVE AUTONOMY,INCLUDING COMPLEX MINIMALLY INVASIVE PULMONARY AND ESOPHAGEAL OPERATIONS,COMPLEX AIRWAY SURGERY AND SURGICAL TREATMENT OF AIRWAY DISEASE-PARTICIPATION IN THE WEEKLY MULTIDISCIPLINARY THORACIC CLINIC, FOLLOWED BY A CONFERENCE AT WHICH THORACIC SURGEONS, MEDICAL ONCOLOGISTS, RADIATION ONCOLOGISTS, PULMONOLOGISTS AND THORACIC RADIOLOGISTS DISCUSS THE PATIENTS SEEN EARLIER IN THE DAY-CLOSE COLLABORATION WITH INTERVENTIONAL PULMONOLOGY,INCLUDING A TWO-WEEK ROTATION LEARNING ENDOBRONCHIAL ULTRASOUND (EBUS),RIGID BRONCHOSCOPY WITH ADVANCED ENDOSCOPIC INTERVENTION,PLEURAL ULTRASOUND AND MINIMALLY INVASIVE PLEURAL INTERVENTIONSADULT CARDIAC SURGERYTHE SECOND SIX-MONTH BLOCK OF THE FIRST YEAR IS COMPOSED OF ADULT CARDIAC SURGERY.EDUCATION CONSISTS OF EXPOSURE TO:-CORONARY REVASCULARIZATION-VALVE REPAIR AND REPLACEMENT-AORTIC SURGERY AND REPAIR OF CONGENITAL DEFECTS SEEN IN ADULT PATIENTS-REPAIR OF ATRIAL SEPTIC DEFECTS-PARTICIPATION IN PREOPERATIVE,OPERATIVE AND POSTOPERATIVE CARE-RESIDENTS ARE INVOLVED IN THE OPERATIVE CARE AT AN EARLY STAGE,BUT ONLY AT A TIME WHEN THE ATTENDING SURGEON FEELS COMFORTABLE IN ALLOWING THE RESIDENT TO PERFORM AN ACTIVE ROLE.-TRAINING IN TRANSESOPHAGEAL ECHOCARDIOGRAPHYBOSTON CHILDREN'S HOSPITALDURING THE SECOND YEAR, IN A THREE-MONTH BLOCK,THE RESIDENT IS AT THE BOSTON CHILDREN'S HOSPITAL, A FELLOW HARVARD TEACHING HOSPITAL, WHERE THE RESIDENT IS EXPOSED TO CONGENITAL CARDIAC SURGERY IN INFANTS, ADOLESCENTS AND YOUNG ADULT SURGERY. PEDIATRIC CARDIAC SURGERY IS AN INTEGRAL COMPONENT OF THE SPECIALTY.ADULT CARDIAC SURGERYDURING THE SECOND QUARTER OF YEAR TWO, IN A THREE-MONTH BLOCK, THE RESIDENT IS AGAIN EXPOSED TO CARDIAC SURGERY. EDUCATION CONSISTS OF THE FOLLOWING:-THE RESIDENT WILL FUNCTION AS THE CHIEF RESIDENT AND WILL HAVE PRIMARY OVERSIGHT OF ALL PATIENTS ON THE ADULT CARDIAC SURGICAL SERVICE WHETHER OR NOT THE RESIDENT PARTICIPATES IN THE OPERATION-RESIDENTS EVALUATE POSTOPERATIVELY ALL PATIENTS ON WHICH HE/SHE PARTICIPATES IN THE OPERATIVE CARE, AND AT THIS POINT, IS THE OPERATING SURGEON ON THE VAST MAJORITY OF CASES-CONSULT MUST BE SEEN BY THE RESIDENT AND THE RESIDENT IS EXPECTED TO BE INVOLVED IN THE DECISION-MAKING PROCESS REGARDING INDICATIONS AND TIMING OF OPERATIONSADULT CARDIOTHORACIC SURGERYDURING THE SECOND HALF OF YEAR TWO, IN A SIX-MONTH BLOCK, THE RESIDENT SPENDS TIME ON THE ADULT CARDIAC SURGERY OR GENERAL THORACIC SURGERY SERVICE. THIS WILL BE DEPENDENT ON THE INDIVIDUAL RESIDENT'S EVENTUAL CAREER FOCUS AND EXPOSURE TO THAT POINT. THE RESIDENT FUNCTIONS AS THE CHIEF RESIDENT ON EITHER SERVICE.NEUROSURGERYTHE PROGRAM WILL PROVIDE AN INTRODUCTORY EXPOSURE TO NEUROSURGERY. IN THIS ROTATION, TRAINEES EXPAND UPON THEIR UNDERSTANDING OF THE BASIC PHYSIOLOGY OF THE NERVOUS SYSTEM AND EXPLORE CRITICAL CONCEPTS IN THE PATHOPHYSIOLOGY OF NEUROSURGICAL DISORDERS. DIDACTIC SESSIONS HAVE BEEN DEVELOPED TO FAMILIARIZE YOU WITH CURRENT RESEARCH ON ASPECTS OF NEUROSURGICAL TREATMENT. PARTICIPATION IN PATIENT CARE PROVIDES A FRUITFUL GROUND FOR INTEGRATING KNOWLEDGE OF THE BASIC NEUROSCIENCES, DISEASE PATHOPHYSIOLOGY, AND CLINICAL PRACTICES. TRAINEES ARE EXPOSED TO BOTH IN-PATIENT AND OUT-PATIENT NEUROSURGICAL PRACTICES. FINALLY, EXPERIENCES IN THE OPERATING ROOM ARE DESIGNED TO FACILITATE AN UNDERSTANDING OF THE BASIC NEUROSURGICAL TECHNIQUES AND ETIQUETTE.ADDITIONALLY, THE PROGRAM IS DESIGNED TO OFFER A SAMPLING OF THE NEUROSURGERY PROGRAMS AVAILABLE THROUGH THE HARVARD MEDICAL SCHOOL. TRAINEES ROTATE THROUGH THE OTHER INSTITUTIONS OF THE HARVARD MEDICAL SCHOOL INCLUDING MASSACHUSETTS GENERAL HOSPITAL AS WELL AS THE BRIGHAM AND WOMAN'S HOSPITAL NEUROSURGERY PROGRAMS.PODIATRY: EDUCATION - RESIDENCY PROGRAMTHE DIVISION OF PODIATRIC SURGERY SPONSORS A THREE YEAR RESIDENCY PROGRAM IN PODIATRIC SURGERY.FIRST YEARTHE FIRST YEAR CONSISTS OF A ROTATING SURGICAL INTERNSHIP DESIGNED TO PREPARE THE NEW PODIATRIC GRADUATE WITH KNOWLEDGE AND SKILLS TO CARE FOR THE GENERAL SURGICAL AND HOSPITALIZED PATIENT. ROTATIONS INCLUDE INTERNAL MEDICINE, EMERGENCY MEDICINE, ANESTHESIOLOGY, GENERAL SURGERY, VASCULAR SURGERY, INFECTIOUS DISEASE, RADIOLOGY AND RHEUMATOLOGY.SECOND AND THIRD YEARTHE SECOND AND THIRD YEARS ARE DEVOTED TO THE DEVELOPMENT OF SURGICAL KNOWLEDGE AND SKILLS. THIS INCLUDES SURGICAL TRAINING IN DIABETIC FOOT SURGERY, TRAUMA AND RECONSTRUCTIVE SURGERY OF THE FOOT AND ANKLE. ACUTE CARE SURGERY/SURGICAL CRITICAL CARE:EDUCATIONOUR ONE YEAR ACGME ACCREDITED SURGICAL CRITICAL CARE FELLOWSHIP AT HARVARD/MEDICAL CENTER PROVIDES ROBUST CLINICAL AND ACADEMIC TRAINING TO SURGEONS SEEKING TO BECOME LEADERS IN ACUTE CARE SURGERY AND SURGICAL CRITICAL CARE. THE PROGRAM IS FOCUSED ON A BROAD-BASED CURRICULUM IN TRAUMA AND SURGICAL CRITICAL CARE WITH A MULTIDISCIPLINARY EXPOSURE IN TWO HIGH-ACUITY INTENSIVE CARE UNITS, A TRAUMA SURGICAL ICU AND A SURGICAL ICU.OVER 2500 COMBINED ADMISSIONS PER YEAR ARE REPRESENTED BY A WIDE VARIETY OF GENERAL SURGERY SUBSPECIALTIES, AS WELL AS ACUTE CARE SURGERY, CARDIOTHORACIC, NEUROSURGERY, ORTHOPEDICS, OTORHINOLARYNGOLOGY, PLASTIC SURGERY, TRANSPLANT, UROLOGY, AND VASCULAR SURGERY. GRADUATING FELLOWS WILL BE WELL-TRAINED AND CONFIDENT IN CUTTING EDGE BEDSIDE ECHOCARDIOGRAPHY, A UNIQUE ASSET AMONG CRITICAL CARE TRAINING PROGRAMS. ADDITIONAL CRITICAL CARE EXPERIENCE WILL BE AVAILABLE IN THE CARDIOVASCULAR ICU, AS WELL AS LOCAL ROTATIONS IN BURN AND PEDIATRIC INTENSIVE CARE UNITS. A DEDICATED RESEARCH ELECTIVE ALLOWS FOR INNOVATION AND SCIENTIFIC DISCOVERY. ELECTIVES ARE AVAILABLE IN ACUTE CARE SURGERY,TRAUMA RADIOLOGY, EMERGENCY MEDICAL SERVICES,GLOBAL HEALTH,OR CAN BE FASHIONED TO INDIVIDUAL INTERESTS.OVERALL,THE FELLOWS RECEIVE A COMPREHENSIVE EDUCATIONAL EXPERIENCE IN THE MANAGEMENT OF COMPLEX PATIENTS, USING MODERN TECHNOLOGIES AND INNOVATIVE TECHNIQUES IN ADVANCED AIRWAY MANAGEMENT, CONVENTIONAL AND NON-CONVENTIONAL MODES OF VENTILATION,INVASIVE AND NON-INVASIVE HEMODYNAMIC MONITORING, PERMISSIVE HYPOTENSION, HYPOTHERMIC RESUSCITATION, AND CONTINUOUS RENAL REPLACEMENT THERAPY. THEY ARE EXPECTED TO GRADUATE AS MASTER BEDSIDE CLINICIANS. CENTER FOR MINIMALLY INVASIVE SURGERY:EDUCATIONA ONE YEAR CLINICAL TRAINING PROGRAM IN MINIMALLY INVASIVE SURGERY IS OFFERED TO APPLICANTS WHO HAVE COMPLETED TRAINING IN GENERAL SURGERY. THE PROGRAM PROVIDES A FULL EXPERIENCE IN ALL AREAS OF ADVANCED MINIMALLY INVASIVE SURGERY. THE EMPHASIS IS ON LAPAROSCOPIC GASTRIC BYPASS AND LAPAROSCOPIC ADJUSTABLE BAND AND TREATMENT OF THE MORBIDLY OBESE PATIENT. BASED AT THE MEDICAL CENTER,THE PROGRAM INCLUDES ROTATIONS TO BRIGHAM AND WOMEN'S AND MASSACHUSETTS GENERAL HOSPITALS.PLASTIC AND RECONSTRUCTIVE SURGERY:EDUCATIONTHE DIVISION OF PLASTIC SURGERY PARTICIPATES IN THE COMBINED HARVARD PLASTIC SURGERY RESIDENCY PROGRAM. THE MEDICAL CENTER IS ONE OF THE AFFILIATE INSTITUTIONS IN THIS PROGRAM, WHICH ALSO INCLUDES THE BRIGHAM & WOMEN'S HOSPITAL,CHILDREN'S HOSPITAL,MASSACHUSETTS GENERAL HOSPITAL AND THE SHRINERS BURNS HOSPITAL.IN ADDITION TO THE PLASTIC SURGERY RESIDENCY PROGRAM,THE DIVISION OF PLASTIC SURGERY ALSO SPONSORS THREE POST-RESIDENCY FELLOWSHIP PROGRAMS.ALL OF THESE FELLOWSHIPS ARE FOR ONE YEAR AND INCLUDE THE FOLLOWING PROGRAMS:-AESTHETIC PLASTIC SURGERY FELLOWSHIP-HAND/MICROSURGERY FELLOWSHIP-PETER JAY SHARP AESTHETIC & RECONSTRUCTIVE BREAST SURGERY FELLOWSHIPVASCULAR AND ENDOVASCULAR SURGERY: EDUCATION-RESIDENCY PROGRAMTHE OVERALL GOAL OF THE VASCULAR SURGERY RESIDENCY PROGRAM IS TO PREPARE RESIDENTS TO FUNCTION AS QUALIFIED PRACTITIONERS OF VASCULAR SURGERY AT THE HIGH LEVEL OF PERFORMANCE EXPECTED OF A BOARD-CERTIFIED SPECIALIST BY PROVIDING:-COMPREHENSIVE CLINICAL TRAINING IN VASCULAR SURGERY-BASIC SCIENCE OR CLINICAL RESEARCH EXPERIENCE FOR THE RESIDENT-EXCELLENT SURGICAL AND MEDICAL CAREBY ACCOMPLISHING THESE GOALS,THE MEDICAL CENTER AIMS TO PRODUCE TRAINEES WHO WILL BE ABLE TO SUCCESSFULLY PURSUE A CAREER IN ACADEMIC SURGERY OR ENTER PRIVATE PRACTICE IN VASCULAR SURGERY.OVERALL,THE PROGRAM IS DESIGNED WITH GRADUATED RESPONSIBILITY AND SUPERVISION AT EACH LEVEL OF TRAINING. 1 ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10461 501(C)(3) 499215 RESEARCH SUB-AWARD BIOSURFACES 200 HOMER AVE UNIT 1P ASHLAND MA 01721 167067 RESEARCH SUB-AWARD BOSTON MEDICAL CENTER 840 HARRISON AVE BOSTON MA 02118 501(C)(3) 94946 RESEARCH SUB-AWARD BOSTON UNIVERSITY 1 SILBER WAY BOSTON MA 02215 501(C)(3) 410096 RESEARCH SUB-AWARD BRIGHAM AND WOMEN'S HOSPTIAL 75 FRANCIS STREET BOSTON MA 02199 501(C)(3) 4302202 RESEARCH SUB-AWARD BROAD INSTITUTE 7 CAMBRIDGE CENTER NE30-7031 CAMBRIDGE MA 02142 501(C)(3) 94579 RESEARCH SUB-AWARD CAMBRIDGE HEALTH ALLIANCE 1493 CAMBRIDGE ST CAMBRIDGE MA 02139 253955 RESEARCH SUB-AWARD CHARLES STARK DRAPER LABORATORY PO BOX 3484 BOSTON MA 02241 28807 RESEARCH SUB-AWARD CHILDREN'S HOSPITAL BOSTON 300 LONGWOOD AVE BOSTON MA 02115 501(C)(3) 2646511 RESEARCH SUB-AWARD CLEVELAND CLINIC FOUNDATION PO BOX 931531 CLEVELAND OH 44193 501(C)(3) 53953 RESEARCH SUB-AWARD COLUMBIA UNIVERSITY 116TH STREET AND BROADWAY NEW YORK NY 10027 501(C)(3) 378034 RESEARCH SUB-AWARD DANA FARBER 44 BINNEY ST BOSTON MA 02115 501(C)(3) 2886141 RESEARCH SUB-AWARD DARTMOUTH COLLEGE 11 ROPE FERRY RD 6210 HANOVER NH 037551404 501(C)(3) 126989 RESEARCH SUB-AWARD DUKE UNIVERSITY BOX 90491 DURHAM NC 277080491 501(C)(3) 610244 RESEARCH SUB-AWARD EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 501(C)(3) 41180 RESEARCH SUB-AWARD FENWAY HEALTH 1340 BOYLSTON ST BOSTON MA 02215 586653 RESEARCH SUB-AWARD FORSYTH INSTITUTE 245 FIRST STREET CAMBRIDGE MA 021421200 158160 RESEARCH SUB-AWARD GEISINGER CLINIC 100 NORTH ACADEMY ROAD DANVILLE PA 178222602 21844 RESEARCH SUB-AWARD GEORGIA STATE UNIV PO BOX 4118 ATLANTA GA 303024118 501(C)(3) 210924 RESEARCH SUB-AWARD GEORGIA TECH RESEARCH CORPORATION PO BOX 100117 ATLANTA GA 30384 501(C)(3) 7270 RESEARCH SUB-AWARD GROUP HEALTH COOPERATIVE 1730 MINOR AVE STE 1600 SEATTLE WA 981011448 22315 RESEARCH SUB-AWARD HARVARD CLINICAL RESEARCH INST 930 COMMONWEALTH AVE 3RD FL BOSTON MA 02215 501(C)(3) 1523436 RESEARCH SUB-AWARD HARVARD SCHOOL OF DENTAL MEDICINCE 188 LONGWOOD AVE BOSTON MA 02115 13509 RESEARCH SUB-AWARD HEART CENTER OF METROWEST 99 LINCOLN ST FRAMINGHAM MA 01702 8000 RESEARCH SUB-AWARD HEBREW REHABILITATION CENTER 1200 CENTRE ST ROSLINDALE MA 021311097 501(C)(3) 224646 RESEARCH SUB-AWARD HSL INSTITUTE FOR AGING RESEARCH 1200 CENTRE ST BOSTON MA 021311097 22869 RESEARCH SUB-AWARD INSTITUTE OF SYSTEMS BIOLOGY 401 TERRY VENUE NORTH SEATTLE WA 98109 86234 RESEARCH SUB-AWARD JOHNS HOPKINS 3400 N CHARLES ST BALTIMORE MD 21218 501(C)(3) 13226 RESEARCH SUB-AWARD JOSLIN DIABETES CENTER ONE JOSLIN PLACE BOSTON MA 02215 501(C)(3) 716387 RESEARCH SUB-AWARD LOUIS D BROWN PEACE INSTITUTE 1452 DORCHESTER AVE 2ND FLOOR DORCHESTER MA 02122 81220 RESEARCH SUB-AWARD MAINE MEDICAL CENTER 22 BRAMHALL ST PORTLAND ME 041023175 46796 RESEARCH SUB-AWARD MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 501(C)(3) 2315677 RESEARCH SUB-AWARD MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 021394307 501(C)(3) 491228 RESEARCH SUB-AWARD MAYO CLINIC ROCHESTER 200 FIRST ST SW ROCHESTER MN 55905 10493 RESEARCH SUB-AWARD MCLEAN HOSPITAL 115 MILL ST BELMONT MA 02478 501(C)(3) 93480 RESEARCH SUB-AWARD MD ANDERSON CANCER CENTER PO BOX 4390 HOUSTON TX 772104390 461136 RESEARCH SUB-AWARD MEDICAL UNIVERSITY OF SOUTH CAROLINA 19 HAGOOD AVE STE 303 MSC804 CHARLESTON SC 294258040 20078 RESEARCH SUB-AWARD MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW TORK NY 10087 501(C)(3) 698252 RESEARCH SUB-AWARD MICHIGAN STATE UNIVERSITY 101 MARSHALL ADAMS HALL EAST LANSING MI 48824 501(C)(3) 54361 RESEARCH SUB-AWARD NEW ENGLAND ORGAN BANK 60 FIRST AVE WALTHAM MA 02451 17000 RESEARCH SUB-AWARD NEW MEXICO CONSORTIUM INC 4200 WEST JEMEZ ROAD STE 301 LOS ALAMOS NM 87544 56004 RESEARCH SUB-AWARD NIAID 6610 ROCKLEDGE DRIVE MSC 6612 BETHESDA MD 208926612 229335 RESEARCH SUB-AWARD NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 501(C)(3) 226593 RESEARCH SUB-AWARD OAKLAND UNIVERSITY 501 WILSON HALL ROCHESTER MI 483094401 31267 RESEARCH SUB-AWARD OREGON HEALTH & SCIENCES UNIVERSITY 0690 SW BANCROFT ST PORTLAND OR 97239 515568 RESEARCH SUB-AWARD OREGON REGIONAL PRIMATE RESEARCH CTR 0690 SW BANCROFT ST PORTLAND OR 97239 860890 RESEARCH SUB-AWARD PARTNERS HEALTHCARE 101 HUNTINGTON AVE STE 300 BOSTON MA 02199 501(C)(3) 13951 RESEARCH SUB-AWARD PENNINGTON BIOMEDICAL RESEARCH CENTER 6400 PERKINS ROAD BATON ROUGE LA 708084124 70852 RESEARCH SUB-AWARD PHASE V TECHNOLOGIES INC 20 WALNUT STREET WELLESLEY HILLS MA 024814407 72999 RESEARCH SUB-AWARD PRESIDENT & FELLOWS OF HARVARD COLLEGE 1350 MASSACHUSETTS AVE CAMBRIDGE MA 02138 501(C)(3) 1862986 RESEARCH SUB-AWARD PUGET SOUND BLOOD CENTER 921 TERRY AVE SEATTLE WA 98104 24823 RESEARCH SUB-AWARD QUEST DIAGNOSTICS INC 3 GIRALDA FARMS CHICAGO IL 606932436 10045 RESEARCH SUB-AWARD REGENTS OF THE UNIVERSITY OF MICHIGAN 503 THOMPSON ST ANN ARBOR MI 48104 501(C)(3) 93577 RESEARCH SUB-AWARD REGENTS OF THE UNIVERSITY OF MINNESOTA PO BOX 1450 MINNEAPOLIS MN 554855957 231280 RESEARCH SUB-AWARD RHODE ISLAND HOSPITAL 593 EDDY ST RESEARCH ADMIN PROVIDENCE RI 02903 25530 RESEARCH SUB-AWARD RUTGERS STATE UNIV OF NJ 145 BEVIER RD PISCATAWAY NJ 08854 115 185596 RESEARCH SUB-AWARD SALK INSTITUTE OF BIOLOGICAL STUDIES 10010 N TORREY PINES RD LAJOLLA CA 920371099 201708 RESEARCH SUB-AWARD SIEMENS CORPORATE RESEARCH INC 755 COLLEGE ROAD EAST PRINCETON NJ 08540 150260 RESEARCH SUB-AWARD THE DIMOCK CENTER 55 DIMOCK STREET ROXBURY MA 02119 31751 RESEARCH SUB-AWARD THE EMMES CORPORATION 401 N WASHINGTON ST STE 700 ROCKVILLE MD 20850 25192 RESEARCH SUB-AWARD THE SCRIPPS RESEARCH INSTITUTE 10550 NORTH TORREY PINES RD LA JOLLA CA 92037 351985 RESEARCH SUB-AWARD TUFTS UNIVERSITY BALLOU HALL 2ND FLOOR MEDFORD MA 02155 501(C)(3) 482139 RESEARCH SUB-AWARD TULANE UNIVERSITY 880 EAST COMMERCE ROAD HARAHAN LA 701233330 10000 RESEARCH SUB-AWARD UMASS MEDICAL SCHOOL 55 LAKE AVE NORTH WORCESTER MA 01655 149979 RESEARCH SUB-AWARD UNIV OF NORTH CAROLINA AT CHAPEL HILL 120 MASON FARM RD CHAPEL HILL NC 27599 87056 RESEARCH SUB-AWARD UNIVERSITY OF CALIFORNIA UC REGENTS 1111 FRANKLIN ST 12TH FLOOR LOS ANGELES CA 90073 562404 RESEARCH SUB-AWARD UNIVERSITY OF CALIFORNIA AT SAN DIEGO 9500 GILLMAN DRIVE LA JOLLA CA 920930009 407154 RESEARCH SUB-AWARD UNIVERSITY AUXILIARY & RESEARCH SERVICES 435 E CARMEL ST SAN MARCOS CA 92078 7108 RESEARCH SUB-AWARD UNIVERSITY OF ARIZONA PO BOX 3520 TUCSON AZ 857223520 115 97240 RESEARCH SUB-AWARD UNIVERSITY OF COLORADO AT DENVER PO BOX 910439 DENVER CO 802910439 97845 RESEARCH SUB-AWARD UNIVERSITY OF CONNECTICUT 438 WHITNEY RD EXTN UNIT 1133 STORRS CT 062691133 115 342405 RESEARCH SUB-AWARD UNIVERSITY OF FLORIDA BOARD OF TRUSTEES PO BOX 113001 GAINSVILLE FL 32611 99386 RESEARCH SUB-AWARD UNIVERSITY OF IOWA 200HAWKINS DRIVE IOWA CITY IA 52242 61879 RESEARCH SUB-AWARD UNIVERSITY OF MASSACHUSETTS 100 MORRISEY BLVD BOSTON MA 02125 115 422889 RESEARCH SUB-AWARD UNIVERSITY OF NEW MEXICO 1 UNIVERSITY BLVD NE ALBUQUERQUE NM 87131 23067 RESEARCH SUB-AWARD UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 19104 285483 RESEARCH SUB-AWARD UNIVERSITY OF PITTSBURGH 4200 FIFTH AVE PITTSBURGH PA 15213 74211 RESEARCH SUB-AWARD UNIVERSITY OF ROCHESTER 601 ELMWOOOD AVE ROCHESTER NY 14642 22302 RESEARCH SUB-AWARD UNIVERSITY OF TEXAS 1 UNIVERSITY STATION AUSTIN TX 78712 476268 RESEARCH SUB-AWARD UNIVERSITY OF TEXAS SOUTHWESTERN PO BOX 841765 DALLAS TX 752841765 17861 RESEARCH SUB-AWARD UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE RM406 SALT LAKE CITY UT 84112 19705 RESEARCH SUB-AWARD UNIVERSITY OF VERMONT PO BOX 1389 WILLISTON VT 054951389 115 166351 RESEARCH SUB-AWARD UNIVERSITY OF WASHINGTON NE COLUMBIA RD SEATLE WA 98105 672860 RESEARCH SUB-AWARD VACCINE AND GENE THERAPY INSTITUTE OF 9801 SW DISCOVERY WAY PORT ST LUCIE FL 34987 260681 RESEARCH SUB-AWARD VANDERBILT UNIVERSITY MEDICAL CENTR 1211 MEDICAL CENTER DR NASHVILLE TN 37232 501(C)(3) 405478 RESEARCH SUB-AWARD WASHINGTON UNIVERSITY 700 ROSEDALE AVE ST LOUIS MO 631121408 35847 RESEARCH SUB-AWARD WAYNE STATE UNIVERSITY 6071 WOUTER DR L435 DETROIT MI 48235 219092 RESEARCH SUB-AWARD WEILL CORNELL MEDICAL COLLEGE 575 LEXINGTON AVE 9TH FLOOR NEW YORK NY 10022 501(C)(3) 309173 RESEARCH SUB-AWARD WINTHROP UNIVERISTY HOSPITAL 259 FIRST STREET MINEOLA NY 11501 23001 RESEARCH SUB-AWARD AIDS ACTION COMMITTEE 294 WASHINGTON STREET 5TH FL BOSTON MA 02108 5000 AIDS RESEARCH AND SUPPORT ALBERT SCHWEITZER FELLOWSHIP 330 BROOKLINE AVE BOSTON MA 02215 501(C)(3) 84000 COST SPACE AND SUPPORT SPACE AND SUPPORT CITY OF BOSTON - BIDMC ONE CITY HALL SQUARE BOSTON MA 02201 752949 SUPPORT CITY OF BOSTON SERVICES & INFASTRUCTURE COMMUNITY CARE ALLIANCE 330 BROOKLINE AVE FD-221 BOSTON MA 02215 95200 PRIMARY CARE/HEALTHCARE ACCESS DIMOCK COMMUNITY HEALTH CENTER 55 DIMOCK STREET ROXBURU MA 02119 501(C)(3) 567000 PRIMARY CARE/HEALTHCARE ACCESS DIMOCK COMMUNITY HEALTH CENTER 55 DIMOCK STREET ROXBURU MA 02119 501(C)(3) 86667 EMR/HEALTH INFORMATION EXCHANGE SUPPORT FENWAY COMMUNITY HEALTH CENTER 55 DIMOCK STREET ROXBURU MA 02119 501(C)(3) 547000 PRIMARY CARE/HEALTHCARE ACCESS FENWAY COMMUNITY HEALTH CENTER 55 DIMOCK STREET ROXBURU MA 02119 501(C)(3) 161667 EMR/HEALTH INFORMATION EXCHANGE SUPPORT HARVARD MEDICAL SCHOOL 25 SHATTUCK STREET BOSTON MA 02215 7500 NATIONAL LATINE MEDICAL STUDENT ASSOCIATION CONFERENCE HARVARD MEDICAL SCHOOL 25 SHATTUCK STREET BOSTON MA 02215 20000 ARCHIVES FOR WOMEN IN MEDICINE AND CENTER FOR HISTORY OF MEDICINE JOSEPH SMITH 287 WESTERN AVENUE ALLSTON MA 02134 501(C)(3) 6000 PRIMARY CARE/HEALTHCARE ACCESS JOSEPH SMITH COMMUNITY HEALTH CENTER 287 WESTERN AVENUE ALLSTON MA 02134 501(C)(3) 20000 EMR/HEALTH INFORMATION EXCHANGE SUPPORT JOSEPH SMITH PRIMARY CARE 287 WESTERN AVENUE ALLSTON MA 02134 501(C)(3) 229480 PRIMARY CARE/HEALTHCARE ACCESS KIT CLARK COMMUNITY HEALTH CENTER 66 CANAL ST BOSTON MA 02114 501(C)(3) 51000 COST STAFF SUPPORT SENIOR SERVICES COORDINATION SUPPORT KIT CLARK SENIOR SERVICES 66 CANAL ST BOSTON MA 02114 501(C)(3) 6000 PRIMARY CARE/HEALTHCARE ACCESS MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS 40 COURT STREET 10TH FLOOR BOSTON MA 02108 10000 PRIMARY CARE/HEALTHCARE ACCESS OUTER CAPE 3073 STATE HIGHWAY RTE 6 WELLFLEET MA 02653 501(C)(3) 6000 PRIMARY CARE/HEALTHCARE ACCESS OUTER CAPE COMMUNITY HEALTH CENTER 3073 STATE HIGHWAY RTE 6 WELLFLEET MA 02653 501(C)(3) 20000 EMR/HEALTH INFORMATION EXCHANGE SUPPORT OUTER CAPE PRIMARY CARE 3073 STATE HIGHWAY RTE 6 WELLFLEET MA 02653 501(C)(3) 135170 PRIMARY CARE/HEALTHCARE ACCESS SIDNEY BORUM COMMUNITY HEALTH CENTER 130 BOYLSTON STREET BOSTON MA 02216 20000 EMR/HEALTH INFORMATION EXCHANGE SUPPORT SIDNEY BORUM COMMUNITY HEALTH CENTER 130 BOYLSTON STREET BOSTON MA 02216 84000 PRIMARY CARE/HEALTHCARE ACCESS SOUTH COVE 145 SOUTH STREET BOSTON MA 02111 501(C)(3) 6000 PRIMARY CARE/HEALTHCARE ACCESS SOUTH COVE COMMUNITY HEALTH CENTER 145 SOUTH STREET BOSTON MA 02111 501(C)(3) 856000 PRIMARY CARE/HEALTHCARE ACCESS SOUTH COVE COMMUNITY HEALTH CENTER 145 SOUTH STREET BOSTON MA 02111 501(C)(3) 86667 EMR/HEALTH INFORMATION EXCHANGE SUPPORT THE DIMOCK CENTER 55 DIMOCK STREET ROXBURY MA 02119 501(C)(3) 6000 PRIMARY CARE/HEALTHCARE ACCESS 47 67 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: AS PREVIOUSLY DENOTED IN GREATER DETAIL IN THIS FORM 990, SCHEDULE H, HOSPITALS WHICH DESCRIBES THE MEDICAL CENTER'S COMMITMENT TO ITS COMMUNITY, THE MEDICAL CENTER PARTNERS WITH COMMUNITY LEADERS AND COMMUNITY-BASED ORGANIZATIONS. THESE ORGANIZATIONS SERVE AS LINKS TO THE COMMUNITY AND TEACHERS OF HOW WE CAN BETTER SERVE THE POPULATIONS THEY REPRESENT. IN ADDITION, THE MEDICAL CENTER COLLABORATES WITH A WIDE VARIETY OF ORGANIZATIONS BECAUSE HEALTHCARE SERVICES BY THEMSELVES ARE NOT ADEQUATE TO MAXIMIZE IMPROVEMENT OF HEALTH STATUS. AS SUCH, THE MEDICAL CENTER'S INVOLVEMENT WITH OUR COMMUNITY IS ON-GOING AND PART OF THAT ON-GOING RELATIONSHIP INCLUDES REPORTING ON HOW GRANT FUNDS ARE EXPENDED. AS A RECIPIENT OF FEDERAL SPONSORED AWARDS, THE MEDICAL CENTER MUST COMPLY WITH THE GUIDELINES SPECIFIC TO THE FEDERAL AWARDING AGENCY FOR THE PARTICULAR PROGRAM. THE MEDICAL CENTER'S ADHERENCE TO THESE PROGRAMS REQUIREMENTS ARE AUDITED ANNUALLY AS REQUIRED BY OMB CIRCULAR A-133. THE MEDICAL CENTER IS REQUIRED BY FEDERAL REGULATION TO MONITOR EXPENSES OF FEDERAL FUNDS AWARDED TO THE MEDICAL CENTER THAT ARE SUB-CONTRACTED TO ANOTHER INSTITUTION, ORGANIZATION, OR INDIVIDUAL. FEDERAL SUBCONTRACTED RESEARCH GRANTS AS WELL AS OTHER SUBCONTRACTED RESEARCH GRANTS ARE MONITORED BY THE CLINICAL DEPARTMENT SPONSORING THE ACTIVITY. THE SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND A SUPPORT ORGANIZATION OF THE MEDICAL CENTER. THE MEDICAL CENTER'S DEPARTMENTS OF FISCAL SERVICES AND MEDICAL EDUCATION MANAGEMENT MONITOR PERIODIC SPENDING REPORTS SENT BY THE SHAPIRO INSTITUTE FOR REVIEW AND APPROVAL. X X 0 1 X X X X X 1 1 0 0 0 0 0 1 1 1 BUEHRENS ERIC 767193 0 215232 0 49555 0 12250 0 45280 0 1089510 0 0 0 CHAIKOF MD PHD ELLIOT 443916 443916 0 0 7126 7126 22857 22857 14290 14290 488189 488189 0 0 ROSENBERG MD STUART 0 612083 0 123473 0 16834 0 45938 0 18091 0 816419 0 0 TABB MD KEVIN 163556 0 131250 0 45617 0 0 0 4284 0 344707 0 0 0 ZEIDEL MD MARK L 345753 347363 0 0 6185 6185 22513 22513 6853 6853 381304 382914 0 0 FISCHER STEVEN 479306 0 128768 0 48182 0 12250 0 36560 0 705066 0 0 0 MAURER MARSHA 344810 0 91598 0 47460 0 12250 0 34672 0 530790 0 0 0 ARMSTRONG WALTER 313491 0 77659 0 45190 0 12250 0 31769 0 480359 0 0 0 SHEEHAN JAYNE 321847 0 77144 0 43406 0 12250 0 27185 0 481832 0 0 0 SUKHATME MD PHD VIKAS P 464134 40360 91908 7992 13824 1202 34818 3028 14363 1249 619047 53831 0 0 ZANKMAN LISA 289392 0 77367 0 58572 0 12250 0 18513 0 456094 0 0 0 GEBHARDT MD MARK C 345309 345309 0 0 7943 7943 28852 28852 9762 9762 391866 391866 0 0 HALAMKA MD JOHN 325160 186246 80048 0 46780 0 12250 0 33793 0 498031 186246 0 0 KRUSKAL MD PHD JONATHAN B 287891 287891 0 0 5698 5698 21563 21563 15299 15299 330451 330451 0 0 LEWIS MD STANLEY 438908 48768 118281 13142 10199 1133 39669 4408 16282 1809 623339 69260 0 0 STEVENSON MD PHD MARY ANN 301936 301936 0 0 4830 4830 22969 22969 12799 12799 342534 342534 0 0 FISCHER MD JOSEF E 174266 0 0 0 8520 0 12523 0 24234 0 219543 0 0 0 LEVY PAUL F 82000 0 0 0 792381 0 6667 0 18058 0 899106 0 0 0 PART I, LINE 1A PART I QUESTION 1 GROSS-UP PAYMENTS AS NOTED BELOW, THE MEDICAL CENTER 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 QUESTION 1 GROSS-UP PAYMENTS AND PAYMENT FOR TEMPORARY HOUSING AS NOTED IN THIS FILING, DR. KEVIN TABB COMMENCED HIS POSITION AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE MEDICAL CENTER DURING THE 2011 CALENDAR YEAR. DR. TABB PREVIOUSLY RESIDED OUTSIDE THE COMMONWEALTH OF MASSACHUSETTS AND RELOCATED TO MASSACHUSETTS WHEN HE BEGAN HIS TENURE IN THIS POSITION. OTHER REPORTABLE COMPENSATION TO DR. TABB AS REFLECTED IN THIS FILING INCLUDES PAYMENTS INTENDED TO HELP EASE THE FINANCIAL COSTS OF RELOCATION, TEMPORARY HOUSING AND OTHER TRANSITIONAL EXPENSES INCURRED BY DR. TABB. TAXABLE REIMBURSEMENTS TO DR. TABB RELATED TO HIS RELOCATION WERE GROSSED-UP ACCORDING TO THE TERMS OF HIS AGREEMENT. ALL AMOUNTS WERE PAID PURSUANT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-4(A)(3) AND BIDMC FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-6(C) IN SETTING DR. TABB'S COMPENSATION. PART I, LINES 4A-B PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS NOTED IN THIS FILING, PAUL LEVY SERVED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) UNTIL FEBRUARY 2, 2011. AFTER MR. LEVY CEASED TO HOLD THESE POSITIONS, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS AS NOTED IN MORE DETAIL IN THE DISCLOSURES BELOW. PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THE MEDICAL CENTER'S FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 IS CALENDAR YEAR 2011 DETAIL. DURING THE 2011 CALENDAR YEAR, THE MEDICAL CENTER WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 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 THE PORTION PAID AS NOTED ABOVE, THE CURRENTLY TAXABLE INCLUDES A GROSS-UP PURSUANT TO THE PLAN DESIGN. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. THE MEDICAL CENTER ALSO MAINTAINS AN IRC SEC. 457 PLAN PURSUANT TO WHICH 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 PART I QUESTION 7 NON-FIXED PAYMENTS THE MEDICAL CENTER'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING THE MEDICAL CENTER'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, THE MEDICAL CENTER'S BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY THE MEDICAL CENTER'S COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS. SUPPLEMENTAL INFORMATION PART III 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 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 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. ANDERSON, CAROL F. DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - BETH ISRAEL ANESTHESIA FOUNDATION MS. ANDERSON DEVOTES, ON AVERAGE, A COMBINED 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. BRADY, MICHAEL J. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR AND BOARD CHAIR - BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR AND BOARD CHAIR - MILTON HOSPITAL FOUNDATION DIRECTOR AND PRESIDENT - COMMUNITY PHYSICIANS ASSOCIATES MR. BRADY DEVOTES, ON AVERAGE, A COMBINED 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MR. BRADY'S TERM ON THE BIDMC BOARD BEGAN JANUARY 1, 2012. BUEHRENS, ERIC P. INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER-BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER-BETH ISRAEL DEACONESS MEDICAL CENTER MR. BUEHRENS SERVED AS THE INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BETH ISRAEL DEACONESS MEDICAL CENTER FROM FEBRUARY 2 TO OCTOBER 17, 2011, AT WHICH TIME HE RESUMED THE POSITION OF CHIEF OPERATING OFFICER (COO). MR. BUEHRENS SERVED AS COO UNTIL JANUARY 5, 2012 AND WAS EMPLOYED BY BIDMC UNTIL FEBRUARY 29, 2012. WHILE MR. BUEHRENS SERVED AS INTERIM PRESIDENT AND CEO OF BIDMC, HE ALSO SERVED IN THE FOLLOWING POSITIONS: DIRECTOR (EX-OFFICIO)- BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO)- BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. BUEHRENS DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 767,193 INCENTIVE COMPENSATION: 215,232 OTHER REPORTABLE COMPENSATION: 49,555 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 45,280 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. BUEHRENS INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $58,188. BUFFERD, ALLAN DIRECTOR AND TREASURER - BETH ISRAEL DEACONESS MEDICAL CENTER MR. BUFFERD DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. CHAIKOF, M.D., PHD, ELLIOT DIRECTOR (EX-OFFICIO) & CHIEF (SURGERY) - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) & CHAIR (SURGERY) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION JOHNSON & JOHNSON PROFESSOR OF SURGERY - HARVARD MEDICAL SCHOOL DR. CHAIKOF DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. CHAIKOF PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. CHAIKOF IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. CHAIKOF'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 443,916 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,126 DEFERRED COMPENSATION: 22,857 NON-TAXABLE BENEFITS: 14,290 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 443,916 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,126 DEFERRED COMPENSATION: 22,857 NON-TAXABLE BENEFITS: 14,290 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2011 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. CHAIKOF'S POSITION AS CHIEF OF SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF SURGERY AND JOHNSON & JOHNSON PROFESSOR OF SURGERY, HARVARD MEDICAL SCHOOL: $63,126 BASE AND OTHER REPORTABLE COMPENSATION, $6,514 DEFERRED COMPENSATION AND $6,434 NON-TAXABLE BENEFITS. CRONIN, MICHAEL DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER MR. CRONIN DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. CRONIN'S TERM ON THE BIDMC BOARD BEGAN OCTOBER 1, 2011. CUTLER, JOEL DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. CUTLER DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. JOHNSTON, WILLIAM DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. JOHNSTON DEVOTES, ON AVERAGE 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. JOHNSTON'S TERM ON THE BIDMC BOARD BEGAN OCTOBER 1, 2011. KAY, STEPHEN B. DIRECTOR AND BOARD CHAIR - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. MR. KAY DEVOTES, ON AVERAGE, A COMBINED 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. LADD, EDWARD DIRECTOR AND VICE-CHAIR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. LADD DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. LAMERE, DAVID DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. LAMERE DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. LAMERE'S TERM ON THE BIDMC BOARD BEGAN OCTOBER 1, 2011. LEPOFSKY, ROBERT J. DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. LEPOFSKY DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. LEPOFSKY'S TERM ON THE BIDMC BOARD BEGAN OCTOBER 1, 2011. SUPPLEMENTAL INFORMATION PART III LINDE, DOUGLAS T. DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. LINDE DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MACDOWELL, VIRGINIA DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORP. DBA AFFILIATED PHYSICIANS GROUP MS. MACDOWELL DEVOTES, ON AVERAGE, A COMBINED 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MANNING, JACK DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. MANNING DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MCKENNA, MARGARET DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MS. MCKENNA DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MS. MCKENNA'S TERM ON THE BIDMC BOARD BEGAN OCTOBER 1, 2011. O'HANLEY, RONALD DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. O'HANLEY DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. SUPPLEMENTAL INFORMATION PART III ROSENBERG, M.D., STUART A DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND CHIEF EXECUTIVE OFFICER - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT - CARDIOVASCULAR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR - BETH ISRAEL DEACONESS ORTHOPAEDIC SURGERY FOUNDATION DIRECTOR - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR - BETH ISRAEL DERMATOLOGY FOUNDATION DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A AFFILIATED PHYSICIANS GROUP DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - MILTON DR. ROSENBERG DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 612,083 INCENTIVE COMPENSATION: 123,473 OTHER REPORTABLE COMPENSATION: 16,834 DEFERRED COMPENSATION: 45,938 NON-TAXABLE BENEFITS: 18,091 ROTTENBERG, ALAN DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. ROTTENBERG DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. ROTTENBERG'S TERM ON THE BIDMC BOARD BEGAN OCTOBER 1, 2011. SCHLICHTE, HELEN CHIN DIRECTOR AND CLERK - BETH ISRAEL DEACONESS MEDICAL CENTER MS. SCHLICHTE DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. TABB, M.D., KEVIN DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION; BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION; BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - MILTON DR. TABB DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. TABB COMMENCED HIS ROLES AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) ON OCTOBER 17, 2011. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 163,556 INCENTIVE COMPENSATION: 131,250 OTHER REPORTABLE COMPENSATION: 45,617 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 4,284 THE INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION REFLECTED IN THIS FILING INCLUDE PAYMENTS INTENDED TO HELP EASE THE FINANCIAL COSTS OF RELOCATION, HOUSING AND OTHER TRANSITIONAL EXPENSES INCURRED BY DR. TABB. ALL AMOUNTS WERE PAID PURSUANT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-4(A)(3) AND BIDMC FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-6(C) IN SETTING DR. TABB'S COMPENSATION. TURNBULL, CLAYTON DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. TURNBULL DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. WANG, FREDERICK DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER CHAIR - BIDMC TRUSTEE ADVISORY BOARD MR. WANG DEVOTES, ON AVERAGE, A COMBINED 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MR. WANG'S TERM ON THE BIDMC BOARD BEGAN OCTOBER 1, 2011. ZEIDEL, M.D. MARK L. DIRECTOR (EX-OFFICIO) AND CHIEF OF MEDICINE - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHAIRMAN OF MEDICINE- HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP PRESIDENT - BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION (BIDDM) HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE- HARVARD MEDICAL SCHOOL DR. ZEIDEL DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. ZEIDEL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. ZEIDEL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. ZEIDEL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. DR. ZEIDEL ALSO PERFORMS SERVICES FOR BIDDM AND COMPENSATION PAID TO DR. ZEIDEL DIRECTLY BY BIDDM IS ALSO REPORTED. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 345,753 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,185 DEFERRED COMPENSATION: 22,513 NON-TAXABLE BENEFITS: 6,853 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 345,753 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,185 DEFERRED COMPENSATION: 22,513 NON-TAXABLE BENEFITS: 6,853 PAYMENTS REPORTED BY BIDDM: BASE COMPENSATION: 1,610 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2011 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHIEF OF MEDICINE AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF MEDICINE AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $141,402 BASE AND OTHER REPORTABLE COMPENSATION, $15,626 DEFERRED COMPENSATION AND $1,745 NON-TAXABLE BENEFITS. FISCHER, STEVEN SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. FISCHER DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 479,306 INCENTIVE COMPENSATION: 128,768 OTHER REPORTABLE COMPENSATION: 48,182 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 36,560 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $ 58,188. MAURER, R.N., MARSHA INTERIM EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER SENIOR VICE PRESIDENT, CLINICAL OPERATIONS & CHIEF NURSING OFFICER - BIDMC MS. MAURER BECAME THE INTERIM EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER (COO) OF BETH ISRAEL DEACONESS MEDICAL CENTER ON JANUARY 5, 2012. MS. MAURER DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 344,810 INCENTIVE COMPENSATION: 91,598 OTHER REPORTABLE COMPENSATION: 47,460 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 34,672 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. MAURER INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $58,187. ARMSTRONG, WALTER SENIOR VICE PRESIDENT, CAPITAL FACILITIES & ENGINEERING - BETH ISRAEL DEACONESS MEDICAL CENTER MR. ARMSTRONG DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 313,491 INCENTIVE COMPENSATION: 77,659 OTHER REPORTABLE COMPENSATION: 45,190 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 31,769 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. ARMSTRONG INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $55,263. SHEEHAN, JAYNE SENIOR VICE PRESIDENT, AMBULATORY & EMERGENCY SERVICES - BETH ISRAEL DEACONESS MEDICAL CENTER MS. SHEEHAN DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING SUPPLEMENTAL INFORMATION PART III PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 321,847 INCENTIVE COMPENSATION: 77,144 OTHER REPORTABLE COMPENSATION: 43,406 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 27,185 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. SHEEHAN INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $54,262. SUKHATME, M.D., PHD, VIKAS P. SENIOR VICE PRESIDENT & CHIEF ACADEMIC OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER NEPHROLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER VICTOR J. ARESTY PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL DR. SUKHATME DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. SUPPLEMENTAL INFORMATION PART III BIDMC HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 464,134 INCENTIVE COMPENSATION: 91,908 OTHER REPORTABLE COMPENSATION: 13,824 DEFERRED COMPENSATION: 34,818 NON-TAXABLE BENEFITS: 14,363 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 40,360 INCENTIVE COMPENSATION: 7,992 OTHER REPORTABLE COMPENSATION: 1,202 DEFERRED COMPENSATION: 3,028 NON-TAXABLE BENEFITS: 1,249 AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2011 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SUKHATME'S POSITION AS VICTOR J. ARESTY PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $86,954 BASE AND OTHER REPORTABLE COMPENSATION, $8,446 DEFERRED COMPENSATION AND $121 NON-TAXABLE BENEFITS. ZANKMAN, LISA SENIOR VICE PRESIDENT, HUMAN RESOURCES - BETH ISRAEL DEACONESS MEDICAL CENTER MS. ZANKMAN DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 289,392 INCENTIVE COMPENSATION: 77,367 OTHER REPORTABLE COMPENSATION: 58,572 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 18,513 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. ZANKMAN INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $52,263. GEBHARDT, M.D., MARK C. CHIEF OF ORTHOPEDIC SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR AND CHAIR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - CAREGROUP, INC. PRESIDENT - BETH ISRAEL DEACONESS ORTHOPAEDIC SURGERY FOUNDATION FREDERIC W. & JANE M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL SCHOOL DR. GEBHARDT DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. GEBHARDT PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. 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 BIDMC: BASE COMPENSATION: 345,309 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,943 DEFERRED COMPENSATION: 28,852 NON-TAXABLE BENEFITS: 9,762 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 345,309 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,943 DEFERRED COMPENSATION: 28,852 NON-TAXABLE BENEFITS: 9,762 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2011 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. GEBHARDT'S POSITION AS CHIEF OF ORTHOPEDIC SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF ORTHOPEDIC SURGERY AND FREDERIC W. & JAMES M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY, HARVARD MEDICAL SCHOOL: $81,793 BASE AND OTHER REPORTABLE COMPENSATION, $8,704 DEFERRED COMPENSATION AND $19,284 NON-TAXABLE BENEFITS. HALAMKA, M.D., JOHN D. SENIOR VICE PRESIDENT & CHIEF MEDICAL INFORMATION OFFICER - BIDMC CHIEF INFORMATION OFFICER - HARVARD MEDICAL SCHOOL DR. HALAMKA DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. HALAMKA PERFORMS SERVICES FOR BOTH BIDMC AND HARVARD MEDICAL SCHOOL. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. HALAMKA IS PAID DIRECTLY BY BIDMC, THE PORTION OF DR. HALAMKA'S COMPENSATION ATTRIBUTABLE TO HIS SERVICES PERFORMED AT HARVARD MEDICAL SCHOOL HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 325,160 INCENTIVE COMPENSATION: 80,048 OTHER REPORTABLE COMPENSATION: 46,780 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 33,793 PAYMENTS REPORTED BY PFHC: BASE COMPENSATION: 186,246 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. HALAMKA INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $58,187 KRUSKAL, M.D., PHD, JONATHAN B. CHIEF OF RADIOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR & CHAIR (RADIOLOGY) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT & DIRECTOR - BIH RADIOLOGY FOUNDATION PROFESSOR OF RADIOLOGY - HARVARD MEDICAL SCHOOL DR. KRUSKAL DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. KRUSKAL PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. KRUSKAL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. KRUSKAL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 287,891 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,698 DEFERRED COMPENSATION: 21,563 NON-TAXABLE BENEFITS: 15,299 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 287,891 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,698 DEFERRED COMPENSATION: 21,563 NON-TAXABLE BENEFITS: 15,299 LEWIS, M.D., STANLEY SENIOR VICE PRESIDENT, NETWORK INTEGRATION - BETH ISRAEL DEACONESS MEDICAL CENTER CARDIOLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR - CARDIOVASCULAR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A AFFILIATED PHYSICIANS GROUP TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DR. LEWIS DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. LEWIS PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY FORM 990, ALTHOUGH DR. LEWIS IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. LEWIS' COMPENSATION ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BIDMC HAS BEEN SEPARATELY REPORTED ON FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 438,908 INCENTIVE COMPENSATION: 118,281 OTHER REPORTABLE COMPENSATION: 10,199 DEFERRED COMPENSATION: 39,669 NON-TAXABLE BENEFITS: 16,282 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 48,768 INCENTIVE COMPENSATION: 13,142 OTHER REPORTABLE COMPENSATION: 1,133 DEFERRED COMPENSATION: 4,408 NON-TAXABLE BENEFITS: 1,809 DEFERRED COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2011 CALENDAR YEAR INCLUDES CONTRIBUTIONS AND CHANGE IN VALUE RELATED TO DR. LEWIS'S SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) OF $14,677. THE SERP DOES NOT VEST UNTIL 2012. SUPPLEMENTAL INFORMATION PART III STEVENSON, M.D., PHD, MARY ANN CHIEF OF RADIATION ONCOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR, CLERK AND CHAIR OF RADIATION ONCOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF RADIATION ONCOLOGY - HARVARD MEDICAL SCHOOL DR. STEVENSON DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. STEVENSON PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. STEVENSON IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. STEVENSON'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 301,936 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,830 DEFERRED COMPENSATION: 22,969 NON-TAXABLE BENEFITS: 12,799 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 301,936 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,830 DEFERRED COMPENSATION: 22,969 NON-TAXABLE BENEFITS: 12,799 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2011 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. STEVENSON'S POSITION AS CHIEF OF RADIATION ONCOLOGY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF RADIATION ONCOLOGY AND ASSOCIATE PROFESSOR OF RADIATION ONCOLOGY, HARVARD MEDICAL SCHOOL: $30,000 BASE AND OTHER REPORTABLE COMPENSATION. FISCHER, M.D., JOSEF E. FORMER DIRECTOR (EX-OFFICIO) AND FORMER CHIEF OF SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER WILLIAM V. MCDERMOTT PROFESSOR OF SURGERY - HARVARD MEDICAL SCHOOL FORMER DIRECTOR/CHAIRMAN OF SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DR. FISCHER SERVED AS DIRECTOR (EX-OFFICIO) AND CHIEF OF SURGERY AT BETH ISRAEL DEACONESS MEDICAL CENTER THROUGH JUNE 26, 2008. ALL PAYMENTS TO DR. FISCHER RELATED TO HIS POSITIONS HELD DURING THE 2011 CALENDAR YEAR. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. FISCHER IS PAID DIRECTLY BY HMFP, DR. FISCHER'S COMPENSATION HAS BEEN REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 174,266 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,520 DEFERRED COMPENSATION: 12,523 NON-TAXABLE BENEFITS: 24,234 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY BIDMC FOR THE 2011 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. FISCHER'S POSITION AS SURGEON AT HMFP AND WILLIAM V. MCDERMOTT PROFESSOR OF SURGERY, HARVARD MEDICAL SCHOOL: $116,440 BASE AND OTHER REPORTABLE COMPENSATION, $12,523 DEFERRED COMPENSATION AND $24,324 NON-TAXABLE BENEFITS. SUPPLEMENTAL INFORMATION PART III LEVY, PAUL F. FORMER DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER MR. LEVY SERVED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) UNTIL FEBRUARY 2, 2011. IN HIS POSITION AS PRESIDENT & CEO FOR BIDMC AND FOR HIS SERVICES PROVIDED IN THESE ROLES, MR. LEVY RECEIVED PAYMENTS DIRECTLY FROM BIDMC AS WELL AS FROM CAREGROUP, INC., (CAREGROUP) THE SOLE MEMBER OF BIDMC, 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 BIDMC. AS REQUIRED BY THIS FORM 990, MR. LEVY'S COMBINED COMPENSATION IS REPORTED BY BIDMC ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 82,000 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 792,381 DEFERRED COMPENSATION: 6,667 NON-TAXABLE BENEFITS: 18,058 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. LEVY INCLUDED SALARY CONTINUATION PAYMENTS PAID DURING THE CALENDAR YEAR 2011 IN THE AMOUNT OF $779,467 AND COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $18,325 MA DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2012-07-11 49910000 REFUND ISSUES DATED 2/11/1998 0 0 0 MA DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2011-09-15 120280000 REFUND ISSUES DATED 2/11/1998 0 0 0 MA HLTH & ED FAC AUTH 042456011 57586C3S2 2008-06-09 377527010 REFUND ISSUES DATED 1/19/1989; 9/23/1992; 8/12/2004 0 0 0 MA HLTH & ED FAC AUTH 042456011 57586CDK8 2004-08-12 187125000 REFUND ISSUES DATED 9/23/1992; 11/9/1994 0 0 0 49910000 368094 49541906 1 0 1 1 9485000 120280000 290672 119989328 1 0 1 1 48320000 378911689 27356617 3929290 134556855 213068927 2011 1 0 0 1 149125000 187125000 1796643 7991727 177336630 1 0 1 1 0 1 1 1 0 0.00600 0.00100 0.00700 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CITI BANK 0 1 0 0 0 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. 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 8 YEAR OF SUBSTANTIAL COMPLETION OF PROJECT(S) THE PROJECTS FINANCED AND/OR REFINANCED WITH TAX-EXEMPT BOND FINANCED WERE COMPLETED, ON VARIOUS DATES. SCHEDULE K, PART II, LINE 11, COLUMNS A,B & D: THE AMOUNT OF OTHER SPENT PROCEEDS RELATES TO THE REFUNDING PROCEEDS OF THE ISSUES. SCHEDULE K, PART II, LINE 11, 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 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, HMFP, NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MOUNT AUBURN HOSPITAL, MOUNT AUBURN PROFESSIONAL SERVICES 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, 2012 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 V, WRITTEN PROCEDURES THE MEDICAL CENTER IS CURRENTLY IN THE PROCESS OF ADOPTING A FORMAL WRITTEN POLICY WHICH WILL ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE. IN THE MEANTIME, THE MEDICAL CENTER AND EACH MEMBER OF THE CAREGROUP OBLIGATED GROUP MONITORS USES OF ITS TAX-EXEMPT FINANCED FACILITIES IN CONJUNCTION WITH THE CAREGROUP, INC. TAX DEPARTMENT AND BOND COUNSEL. CRICO BUFFERD, TABB & MELZER - DIRECTORS 32792456 INSURANCE - SEE SUPPLEMENTAL INFORMATION 0 A WANG FAMILY OF F. WANG 13754 SALARY - SEE SUPPLEMENTAL INFORMATION 0 J LEWIS FAMILY OF S. LEWIS 33685 SALARY - SEE SUPPLEMENTAL INFORMATION 0 E ROSENBERG FAMILY OF S. ROSENBERG 67210 SALARY - SEE SUPPLEMENTAL INFORMATION 0 S FREEDMAN MD FAMILY OF M. ZEIDEL 233152 SALARY - SEE SUPPLEMENTAL INFORMATION 0 DESCRIPTION OF TRANSACTIONS INVOLVING INTERESTED PERSONS 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 SCHEDULE L PART IV AS BIDMC AND HMFP RESPECTIVELY.ALLAN BUFFERD, TREASURER AND BOARD MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) 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/VT). CRICO/VT IS A WHOLLY-OWNED SUBSIDIARY OF CRICO/RMF. IN ADDITION, KEVIN TABB, BIDMC PRESIDENT AND CHIEF EXECUTIVE OFFICER, COMMENCED HIS ROLE ON THE CRICO/RMF BOARD ON NOVEMBER 18, 2011.ROBERT MELZER SERVED AS A MEMBER OF THE CAREGROUP BOARD OF DIRECTORS AND AS A MEMBER OF THE CRICO/RMF BOARD FOR THE PERIOD COVERED BY THIS FILING. IN ADDITION, HAROLD HESTNES, WHO SERVES ON THE CAREGROUP BOARD OF DIRECTORS, SERVED ON THE CRICO/RMF BOARD THROUGH NOVEMBER 17, 2011. CAREGROUP, IS THE SOLE MEMBER AND A SUPPORTING ORGANIZATION OF BIDMC, MOUNT AUBURN HOSPITAL AND NEW ENGLAND BAPTIST HOSPITAL. THE MEDICAL CENTER IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN). CAREGROUP 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 $32,792,456 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 AND ITS AFFILIATES AS REQUIRED BY FORM 990. JASON JONATHAN LEWIS IS DR. LEWIS'S SON AND IS CURRENTLY A SECOND YEAR EMERGENCY MEDICINE RESIDENT (PGY2) AT BIDMC. JASON JONATHAN LEWIS'S SALARY AND OTHER INCOME INCLUDE:BASE COMPENSATION: $ 27,707BONUS AND INCENTIVE COMPENSATION: $ 0OTHER REPORTABLE COMPENSATION: $ 2CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES: $ 0DEFERRED COMPENSATION: $ 5,976NON-TAXABLE BENEFITS: $0STUART A. ROSENBERG, MD IS A DIRECTOR (EX-OFFICIO) OF BIDMC, AND PRESIDENT AND CEO OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP). DR. ROSENBERG'S DAUGHTER, ELIZABETH ROSENBERG, IS AN ULTRASOUND TECHNOLOGIST AT BIDMC. HER SALARY AND OTHER INCOME INCLUDE:BASE COMPENSATION: $55,590 BONUS AND INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $4CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES: DEFERRED COMPENSATION: $0NON-TAXABLE BENEFITS: $11,616FREDERICK WANG IS A DIRECTOR (EX-OFFICIO) OF BIDMC. HIS DAUGHTER, ALLISON S. WANG, COMMENCED HER POSITION WITHIN THE BIDMC BUSINESS TRANSFORMATION DEPARTMENT ON JULY 9, 2012. HER SALARY AND OTHER INCOME DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 INCLUDED:BASE COMPENSATION: $13,754BONUS AND INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $0CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES: $0DEFERRED COMPENSATION: $0NON-TAXABLE BENEFITS: $0MARK L. ZEIDEL, M.D., BIDMC DIRECTOR (EX-OFFICIO), MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP DIRECTOR (APG) AND CLINICAL CHIEF OF MEDICINE AT BIDMC/CLINICAL CHAIR OF MEDICINE AT HMFP, IS MARRIED TO SUSAN FREEDMAN, MD, A PHYSICIAN EMPLOYED BY HMFP AND APG. HMFP IS INTEGRALLY RELATED TO BIDMC AND APG IS A SUPPORT ORGANIZATION OF BIDMC. DR. FREEDMAN'S SALARY AND OTHER INCOME INCLUDES:BASE COMPENSATION: $197,878 BONUS AND INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $3,597 CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES:DEFERRED COMPENSATION: $24,000 NON-TAXABLE BENEFITS: $7,677VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF BIDMC MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BIDMC. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. BIDMC MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, BIDMC 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 BIDMC CONFLICT OF INTEREST POLICY. X 61 2299003 COST/SELLING PRICE X 2 850 SALE OF COMP PROP X MERCHANDISE 5 11225 COST/SELLING PRICE 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE MEDICAL CENTER RECEIVED A DONATION OF REFRESHMENTS WHICH WERE CONSUMED AT A FUNDRAISING EVENT. THE DONATION WAS PROPERLY DOCUMENTED TO THE DONOR BUT NOT RECORDED IN THE FINANCIAL STATEMENTS OF THE MEDICAL CENTER, AND THEREFORE ARE NOT INCLUDED IN THIS FORM 990, PART VIII, LINE 1G. ORGANIZATION MISSION STATEMENT FORM 990, PART III, LINE 1 TO PROVIDE EXTRAORDINARY CARE, WHERE THE PATIENT COMES FIRST, SUPPORTED BY WORLD-CLASS EDUCATION AND RESEARCH. THE MISSION OF THE BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER) IS TO SERVE OUR PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND TO CREATE A HEALTHY FUTURE FOR THEM AND THEIR FAMILIES. THE MEDICAL CENTER'S MISSION IS SUPPORTED BY ITS COMMITMENT TO PERSONALIZED, EXCELLENT CARE FOR ITS PATIENTS; A WORKFORCE COMMITTED TO INDIVIDUAL ACCOUNTABILITY, MUTUAL RESPECT AND COLLABORATION; AND A COMMITMENT TO MAINTAINING OUR FINANCIAL HEALTH. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4A PATIENT CARE THE MEDICAL CENTER IS PASSIONATE ABOUT LEADING-EDGE PATIENT CARE. THE MEDICAL CENTER'S PATIENTS CAN BE CONFIDENT THEY ARE RECEIVING TREATMENTS THAT ARE TODAY'S GOLD STANDARD OF CARE OR INNOVATIVE THERAPIES THAT WILL BECOME THE GOLD STANDARD OF TOMORROW. THE MEDICAL CENTER HAS DEVELOPED FIVE MAJOR COMPREHENSIVE CARE CENTERS THAT ALLOW PHYSICIANS AND CLINICAL STAFF FROM MULTIPLE DISCIPLINES-SUCH AS MEDICINE, SURGERY, PATHOLOGY, RADIOLOGY, ONCOLOGY, AND SOCIAL WORK-TO WORK TOGETHER SO THAT OUR PATIENTS ARE RECEIVING THE MOST COORDINATED, COMPREHENSIVE CARE POSSIBLE. THESE CENTERS INCLUDE A CANCER CENTER, A CARDIOVASCULAR INSTITUTE, A DIGESTIVE DISEASE CENTER, A SPINE CENTER, AND A TRANSPLANT INSTITUTE. OTHER NOTABLE AREAS WHERE THE MEDICAL CENTER IS LEADS THE WAY IN PATIENT CARE SPAN A WIDE ARRAY OF SERVICES INCLUDING AREAS SUCH AS VASCULAR SERVICES FOR PATIENTS WITH DIABETES COMPLICATIONS, AND CARE FOR THE MOST ROUTINE PREGNANCIES TO THE MOST COMPLEX PATIENT CIRCUMSTANCES. THE MEDICAL CENTER ALSO OFFERS A CENTER FOR MINIMALLY INVASIVE SURGERY, A STATE-OF-THE-ART EMERGENCY ROOM, A LEVEL ONE TRAUMA CENTER, AHEAD OF THE CURVE IMAGING SYSTEMS,, AND IS THE FIRST CENTER IN NEW ENGLAND TO OFFER A DYNAMIC NEW NONINVASIVE RADIATION THERAPY. SOME OF THE MEDICAL CENTER'S KEY STATISTICS FOR FY 2012 REGARDING PATIENT VOLUME ARE IDENTIFIED IN THE FOLLOWING TABLE: INPATIENT DISCHARGES 37,297 OUTPATIENT STATISTICS: CLINIC ENCOUNTERS 548,677 EMERGENCY DEPARTMENT VISITS 55,668 RADIOLOGY EXAMS 196,175 AMBULATORY SURGERY CASES 14,991 RADIATION THERAPY TREATMENTS 19,653 ENDOSCOPY TREATMENTS 24,082 CHARITY CARE THE MEDICAL CENTER PROVIDES CARE WITHOUT CHARGE OR AT DISCOUNTED RATES TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY. BECAUSE THE MEDICAL CENTER DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THESE SERVICES ARE NOT REPORTED AS REVENUE EXCEPT TO THE EXTENT REIMBURSED BY THE MASSACHUSETTS HEALTH SAFETY NET TRUST (HEALTH SAFETY NET TRUST). THE MEDICAL CENTER ALSO MAKES PAYMENTS TO THE HEALTH SAFETY NET TRUST TO SUPPORT THE DELIVERY OF CHARITY CARE TO PATIENTS THROUGHOUT MASSACHUSETTS. THESE PAYMENTS ARE REPORTED AS A COMPONENT OF UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS. THE MEDICAL CENTER'S NET COST OF CHARITY CARE REPORTED ON SCHEDULE H, PART I, LINE 7A, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO FREE AND DISCOUNTED CARE ELIGIBLE PATIENTS AND INCLUDING PAYMENTS TO AND RECEIPTS FROM THE HEALTH SAFETY NET TRUST, WAS $18,590,587 IN 2012: CHARITY CARE, AT COST 21,044,261 PAYMENTS TO HEALTH SAFETY NET TRUST 8,557,406 PAYMENTS FROM HEALTH SAFETY NET TRUST (11,011,080) NET CHARITY CARE 18,590,587 OTHER UNCOMPENSATED CARE THE MEDICAL CENTER ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS, WHICH INSURE LOW INCOME POPULATIONS, DO NOT COVER THE COST OF SERVICES PROVIDED. IN AGGREGATE, THE COST OF CARE PROVIDED BY THE MEDICAL CENTER FOR SUCH SERVICES EXCEEDED REIMBURSEMENT BY $26,449,283 IN 2012 AS REPORTED ON PART I, LINE 7B OF SCHEDULE H, HOSPITALS. THE MEDICAL CENTER ALSO TREATS PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM, THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS. BECAUSE PAYMENTS TO HOSPITALS HAVE NOT KEPT PACE WITH INFLATION IN RECENT YEARS, PAYMENTS TO THE MEDICAL CENTER FOR THOSE SERVICES ALSO DO NOT COVER THE COSTS OF SERVICES PROVIDED. IN AGGREGATE, THE COST OF CARE PROVIDED BY THE MEDICAL CENTER FOR SUCH SERVICES EXCEEDED REIMBURSEMENT BY $5,937,966 IN 2012. AS ALSO DISCLOSED IN THIS FORM 990 SCHEDULE H, HOSPITALS, REPORTING COMMUNITY BENEFITS AND CHARITY CARE, THIS AMOUNT IS COMPRISED OF $3,511,424 RELATED TO THE PROVISION OF SUBSIDIZED HEALTH SERVICES FOR INPATIENT PSYCHIATRIC PATIENTS AND WHICH IS INCLUDED IN THE $7,687,225 REPORTED ON SCHEDULE H, PART I, LINE 7G AND $2,426,542 FOR ALL OTHER MEDICARE COVERED CLINICAL SERVICES AND REPORTED ON SCHEDULE H, PART III, LINE 7. BAD DEBTS IN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, THE MEDICAL CENTER ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. THE BAD DEBT EXPENSE REPORTED IN THE AUDITED FINANCIAL STATEMENTS AND THIS FORM 990 SCHEDULE H, PART III, LINE 2 IS $26,869,425. THE COST OF PROVIDING THAT CARE WAS $5,724,048 AND IS REPORTED IN THIS NARRATIVE SOLELY FOR COMPARISON TO THE PRIOR YEAR FORM 990 SCHEDULE H PART III FILING. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4B RESEARCH THE MISSION OF THE MEDICAL CENTER IS TO BE A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF THE LOCAL AND EXTENDED COMMUNITIES. THE RESEARCH PROGRAM STRIVES TO BE RENOWNED FOR ITS BENCH-TO-BEDSIDE MODEL OF TRANSLATIONAL RESEARCH AND FOR ITS COLLABORATION WITH INDUSTRY AS A PATHWAY FOR TRANSFERRING THE FRUITS OF RESEARCH INTO PRODUCTS THAT IMPROVE THE QUALITY OF LIFE. THE MEDICAL CENTER COMMITS TO MAINTAIN A COLLABORATIVE CULTURE AND MODERN, HIGH-QUALITY FACILITIES AND TO TAKE FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG HARVARD MEDICAL SCHOOL AND THE HARVARD TEACHING HOSPITALS AS WELL AS REACHING OUT AND COLLABORATING WITH NATIONALLY RECOGNIZED AND WORLD RENOWNED EXPERTS IN VARIOUS FIELDS. THE MEDICAL CENTER'S NOTABLE RESEARCH ACCOMPLISHMENTS INCLUDE CONSISTENTLY BEING RANKED IN THE TOP FOUR IN NATIONAL INSTITUTES OF HEALTH (NIH) FUNDING AMONG INDEPENDENT HOSPITALS. THE MEDICAL CENTER'S SCIENTISTS CONTINUE TO SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACTS THE LIVES OF PATIENTS AND IMPROVES THE MEDICAL CENTER'S PATIENT CARE. DURING THE FISCAL PERIOD COVERED BY THIS FILING, MORE THAN 850 ACTIVE FEDERAL AND INDUSTRY SPONSORED PROJECTS AND MORE THAN 300 ACTIVE CLINICAL TRIALS WERE LED BY APPROXIMATELY 490 MEDICAL CENTER PRINCIPAL INVESTIGATORS WHO ARE HARVARD MEDICAL SCHOOL FACULTY. THE KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS, AND CARDIOLOGY/CARDIAC SURGERY. THE MEDICAL CENTER'S EXTRAORDINARY FACULTY HAS ESTABLISHED A CULTURE THAT IS COLLABORATIVE AND ORIENTED TOWARD TRANSLATING NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE. ADDITIONAL DETAIL IS INCLUDED IN FORM 990, SCHEDULE H. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4C TEACHING THE MEDICAL CENTER'S DEVOTION TO TEACHING, TO RESPECTING STUDENTS, AND TO EMBRACING TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION MAKE THE MEDICAL CENTER A TOP CHOICE AMONG MEDICAL STUDENTS AND HEALTH CARE PROFESSIONALS. THE MEDICAL CENTER TRAINS HUNDREDS OF MEDICAL STUDENTS, INTERNS AND RESIDENTS, AS WELL AS PROFESSIONALS IN NURSING, SOCIAL WORK AND THE ALLIED HEALTH SCIENCES. THE MEDICAL CENTER HAS 40 APPROVED CLINICAL RESIDENCY AND FELLOWSHIP PROGRAMS WITH APPROXIMATELY 560 RESIDENTS AND CLINICAL FELLOWS. IN ADDITION, THE MEDICAL CENTER HAS APPROXIMATELY 40 NONSTANDARD CLINICAL FELLOWSHIP PROGRAMS WITH OVER 100 TRAINEES PER YEAR. STAFF PHYSICIANS AT THE MEDICAL CENTER WHO HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL INSTRUCT THE DOCTORS OF TOMORROW BY SUPERVISING OF THEIR DAILY PATIENT CARE AND BY CONDUCTING A RANGE OF INTERACTIVE LEARNING EXPERIENCES. THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BIDMC, A SUPPORT ORGANIZATION OF THE MEDICAL CENTER AND AN INTEGRAL COMPONENT OF THE CENTER FOR EDUCATION AT THE MEDICAL CENTER, IS BOTH A "THINK TANK" FOR ADVANCING MEDICAL EDUCATION AND A UNIQUE TRAINING RESOURCE. WITHIN THE CENTER, THE CARL J. SHAPIRO SIMULATION AND SKILLS CENTER PROVIDES HIGH-TECH LEARNING EXPERIENCES ON TOPICS RANGING FROM MINIMALLY INVASIVE SURGERY TO INTENSIVE CARE AND OFFERS UNIQUE OPPORTUNITIES FOR FACULTY MEMBERS TO SHARE YEARS OF COLLECTIVE EXPERIENCE IN MASTERING THE ART OF SCIENCE AND MEDICINE WITH THEIR STUDENTS. IT ALSO OFFERS AN EXCEPTIONAL OPPORTUNITY AND EXTENSION OF MORE TRADITIONAL METHODS FOR MEDICAL STUDENTS AND RESIDENTS TO PRACTICE AND HONE THEIR MEDICAL AND SURGICAL SKILLS. ADDITIONAL DETAIL IS INCLUDED IN THE NARRATIVE SUPPORT TO THIS FORM 990, SCHEDULE H. THE TEMPORARY PERIOD EXCEPTION FORM 990, PART IV, LINE 24B- INVESTMENT OF TAX-EXEMPT BOND PROCEEDS BEYOND 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. FORM 990, PART IV, LINE 12 AND 12A STATEMENT RE AUDITED FINANCIAL STATEMENTS THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE MEDICAL CENTER AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2012. 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) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER. FORM 990, PART V, LINE 2A STATEMENT RE PAYROLL THE MEDICAL CENTER SERVES AS THE COMMON PAY AGENT FOR THE FOLLOWING ENTITIES FOR WHICH IT ALSO SERVES AS MEMBER OR WHICH SERVE AS THE MEDICAL CENTER MEMBER: CAREGROUP, INC., MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) AND BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BID-NEEDHAM). IN ACCORDANCE WITH INSTRUCTIONS TO THE 2011 FORM 990, THE MEDICAL CENTER IS REPORTING ONLY THOSE FORMS W-2 ISSUED TO ITS OWN EMPLOYEES. FORMS W-2 ISSUED BY THE MEDICAL CENTER AS AGENT FOR CAREGROUP, APG AND BID-NEEDHAM ARE REPORTED BY THOSE ENTITIES AS IF ISSUED DIRECTLY BY THEM. FORM 990, PART V, LINE 7G CONTRIBUTIONS OF INTELLECTUAL PROPERTY THE MEDICAL CENTER DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. FORM 990, PART V, LINE 7H CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES THE MEDICAL CENTER 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 2 BUSINESS AND FAMILY RELATIONSHIP THE FOLLOWING MEDICAL CENTER OFFICERS, DIRECTOR/TRUSTEES, AND KEY EMPLOYEES HAVE BUSINESS OR FAMILY RELATIONSHIPS: ALLAN BUFFERD AND JOEL CUTLER - 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 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 A, LINE 6 CAREGROUP, INC. (CAREGROUP) SERVES AS THE SOLE MEMBER OF THE MEDICAL CENTER. ACCORDING TO THE MEDICAL CENTER'S BYLAWS, CAREGROUP APPROVES BUT DOES NOT ELECT MEMBERS OF THE GOVERNING BODY. ACCORDING TO THE MEDICAL CENTER'S BYLAWS, AS SOLE MEMBER, CAREGROUP HAS THE FOLLOWING RIGHTS: -TO APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS; -TO APPROVE UNBUDGETED CAPITAL EXPENDITURES IN EXCESS OF FIVE PERCENT (5%) OF THE MOST RECENT APPROVED ANNUAL CAPITAL BUDGET; -TO APPROVE ANY UNBUDGETED CAPITAL COMMITMENT IN EXCESS OF $20 MILLION; -TO SELECT THE INDEPENDENT AUDITOR TO EXAMINE THE FINANCIAL ACCOUNTS; -TO APPROVE THE BORROWING OR INCURRENCE OF DEBT IN ANY AMOUNT, OTHER THAN (I) FOR THE PURPOSE OF SECURING WORKING CAPITAL FROM A LENDER APPROVED BY THE MEMBER AND PURSUANT TO THE EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING APPROVED BY THE MEMBER AND, (II) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS IN THE MEMBER APPROVED ANNUAL BUDGET; -TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'S ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE POWER AND AUTHORITY TO INITIATE AND TAKE ANY OF THE FOLLOWING ACTIONS: ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'S ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF THE MEDICAL CENTER OR ANY OF ITS SUBSIDIARIES INCLUDING ANY DIRECT AFFILIATES AND MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP OF BETH ISRAEL DEACONESS MEDICAL CENTER); AND, -OTHER POWERS AND RIGHTS AS VESTED BY LAW. FORM 990, PART VI, SECTION A, LINE 7A CAREGROUP, INC. (CAREGROUP) SERVES AS THE SOLE MEMBER OF THE MEDICAL CENTER. ACCORDING TO THE MEDICAL CENTER'S BYLAWS, CAREGROUP APPROVES BUT DOES NOT ELECT MEMBERS OF THE GOVERNING BODY. ACCORDING TO THE MEDICAL CENTER'S BYLAWS, AS SOLE MEMBER, CAREGROUP HAS THE FOLLOWING RIGHTS: -TO APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS; -TO APPROVE UNBUDGETED CAPITAL EXPENDITURES IN EXCESS OF FIVE PERCENT (5%) OF THE MOST RECENT APPROVED ANNUAL CAPITAL BUDGET; -TO APPROVE ANY UNBUDGETED CAPITAL COMMITMENT IN EXCESS OF $20 MILLION; -TO SELECT THE INDEPENDENT AUDITOR TO EXAMINE THE FINANCIAL ACCOUNTS; -TO APPROVE THE BORROWING OR INCURRENCE OF DEBT IN ANY AMOUNT, OTHER THAN (I) FOR THE PURPOSE OF SECURING WORKING CAPITAL FROM A LENDER APPROVED BY THE MEMBER AND PURSUANT TO THE EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING APPROVED BY THE MEMBER AND, (II) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS IN THE MEMBER APPROVED ANNUAL BUDGET; -TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'S ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE POWER AND AUTHORITY TO INITIATE AND TAKE ANY OF THE FOLLOWING ACTIONS: ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'S ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF THE MEDICAL CENTER OR ANY OF ITS SUBSIDIARIES INCLUDING ANY DIRECT AFFILIATES AND MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP OF BETH ISRAEL DEACONESS MEDICAL CENTER); AND, -OTHER POWERS AND RIGHTS AS VESTED BY LAW. FORM 990, PART VI, SECTION A, LINE 7B CAREGROUP, INC. (CAREGROUP) SERVES AS THE SOLE MEMBER OF THE MEDICAL CENTER. ACCORDING TO THE MEDICAL CENTER'S BYLAWS, CAREGROUP APPROVES BUT DOES NOT ELECT MEMBERS OF THE GOVERNING BODY. ACCORDING TO THE MEDICAL CENTER'S BYLAWS, AS SOLE MEMBER, CAREGROUP HAS THE FOLLOWING RIGHTS: -TO APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS; -TO APPROVE UNBUDGETED CAPITAL EXPENDITURES IN EXCESS OF FIVE PERCENT (5%) OF THE MOST RECENT APPROVED ANNUAL CAPITAL BUDGET; -TO APPROVE ANY UNBUDGETED CAPITAL COMMITMENT IN EXCESS OF $20 MILLION; -TO SELECT THE INDEPENDENT AUDITOR TO EXAMINE THE FINANCIAL ACCOUNTS; -TO APPROVE THE BORROWING OR INCURRENCE OF DEBT IN ANY AMOUNT, OTHER THAN (I) FOR THE PURPOSE OF SECURING WORKING CAPITAL FROM A LENDER APPROVED BY THE MEMBER AND PURSUANT TO THE EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING APPROVED BY THE MEMBER AND, (II) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS IN THE MEMBER APPROVED ANNUAL BUDGET; -TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'S ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE POWER AND AUTHORITY TO INITIATE AND TAKE ANY OF THE FOLLOWING ACTIONS: ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'S ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF THE MEDICAL CENTER OR ANY OF ITS SUBSIDIARIES INCLUDING ANY DIRECT AFFILIATES AND MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP OF BETH ISRAEL DEACONESS MEDICAL CENTER); AND, -OTHER POWERS AND RIGHTS AS VESTED BY LAW. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE MEDICAL CENTER, THE TAX DIRECTOR OF CAREGROUP, WHICH IS THE MEMBER OF THE MEDICAL CENTER AND DELOITTE TAX, LLP. THE COMPLETE FORM 990 IS PRESENTED TO THE COMPLIANCE, AUDIT AND RISK COMMITTEE OF THE MEDICAL CENTER FOR REVIEW AND DISCUSSION. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE MEDICAL CENTER BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE MEDICAL CENTER HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL MEMBERS OF ITS WORKFORCE, INCLUDING EMPLOYEES, PROFESSIONAL STAFF, TRAINEES, CONSULTANTS, CONTRACTORS, AGENTS, AND VENDORS, AND TO THE MEMBERS OF THE BOARD OF DIRECTORS. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS AN INTEGRALLY RELATED ENTITY TO THE MEDICAL CENTER AND EMPLOYS THE MAJORITY OF PHYSICIANS PROVIDING PATIENT CARE AT THE MEDICAL CENTER. HMFP ALSO HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THESE POLICIES, ALL MEMBERS OF THE MEDICAL CENTER'S WORKFORCE MUST DISCLOSE CONFLICTS OF INTEREST AT THE TIME OF INSTITUTIONAL TRANSACTIONS AND MUST REFRAIN FROM TAKING ANY ADMINISTRATIVE ACTION WITHIN THE INSTITUTION THAT IS BENEFICIAL TO AN OUTSIDE BUSINESS IN WHICH S/HE OR A FAMILY MEMBER HAS A POSITION OR A FINANCIAL INTEREST UNLESS S/HE INFORMS HIS/HER SUPERVISOR AND OBTAINS ADVANCE APPROVAL. THE MEDICAL CENTER MONITORS COMPLIANCE WITH THIS POLICY BY REQUIRING ALL MEMBERS OF THE WORKFORCE PARTICIPATING IN THE PROCESS TO COMPLETE A WRITTEN DISCLOSURE FORM AT THE TIME OF DISCUSSIONS AND NEGOTIATIONS WITH A SUPPLIER AND BY REQUIRING THE SUPPLIER TO IDENTIFY IN WRITING THOSE PARTICIPANTS WHO HAVE AN OUTSIDE RELATIONSHIP WITH THE SUPPLIER. A SUPPLIER'S FAILURE TO MAKE A REQUIRED DISCLOSURE MAY RESULT IN DISQUALIFICATION FROM BEING A SUPPLIER AND CAN BE GROUNDS FOR TERMINATION OF THE CONTRACT. SIMILARLY, ANY MEMBER OF THE BOARD OF DIRECTORS OF THE MEDICAL CENTER WHO IS IN A POSITION TO VOTE ON OR INFLUENCE A PARTICULAR TRANSACTION OR DECISION OF THE MEDICAL CENTER MUST NOTIFY THE BOARD OR THE COMMITTEE IF S/HE OR A FAMILY MEMBER MIGHT MATERIALLY BENEFIT AND RECUSE HIM/HERSELF FROM PARTICIPATION AND VOTING ON THE DECISION. IN ADDITION, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF BOTH THE MEDICAL CENTER AND HMFP ARE REQUIRED 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 IMMEDIATE FAMILY MEMBERS WHICH MAY RESULT IN A CONFLICT OF INTEREST. PURSUANT TO THE MEDICAL CENTER'S CONFLICT OF INTEREST POLICY, MANY INDIVIDUALS IN ADDITION TO THOSE REPORTED ON THE TAX RETURNS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE. THESE ADDITIONAL CATEGORIES INCLUDE OFFICERS, SENIOR MANAGEMENT, CHIEFS OF SERVICE, DIVISION CHIEFS, MANAGERS, SUPERVISORS, AND OTHER WORKFORCE AND PROFESSIONAL STAFF CATEGORIES AS IDENTIFIED FROM TIME TO TIME BY THE CHIEF EXECUTIVE OFFICER, THE SENIOR VICE PRESIDENT FOR COMPLIANCE, AUDIT, AND RISK OR THE CONFLICTS OF INTEREST COMMITTEE. FOR THESE EMPLOYEES, PROVIDING A DISCLOSURE IS A CONDITION OF EMPLOYMENT AND/OR MEDICAL STAFF APPOINTMENT. THE OFFICE OF COMPLIANCE AND BUSINESS CONDUCT COLLECTS, REVIEWS, AND DETERMINES APPROPRIATE ACTION FOR THE ANNUAL CONFLICT OF INTEREST DISCLOSURES ON BEHALF OF THE MEDICAL CENTER. THE DISCLOSURE MAY BE REFERRED TO MANAGEMENT AND TO THE CONFLICT OF INTEREST COMMITTEE, A SUBCOMMITTEE OF THE COMPLIANCE, AUDIT, AND RISK COMMITTEE, FOR REVIEW. THE HMFP COMPLIANCE OVERSIGHT COMMITTEE REVIEWS ANNUAL CONFLICT OF INTEREST DISCLOSURES ON BEHALF OF HMFP. BECAUSE OF THE INTEGRAL RELATIONSHIP BETWEEN THE MEDICAL CENTER AND HMFP, MANY INDIVIDUALS ARE COVERED BY BOTH ENTITIES' CONFLICT OF INTEREST POLICIES AND ANNUAL DISCLOSURE REQUIREMENTS. IN CASES OF DUAL RESPONSIBILITIES, THE RESPONSES ARE REVIEWED BY BOTH DEPARTMENTS FOR DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. PURSUANT TO EACH INSTITUTION'S 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. CAREGROUP IS THE SOLE MEMBER OF THE MEDICAL CENTER. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE MEDICAL CENTER OFFICE OF COMPLIANCE AND BUSINESS CONDUCT AND THE CAREGROUP TAX DEPARTMENT JOINTLY ISSUE A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE MEDICAL CENTER BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER MEDICAL CENTER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR THE MEDICAL CENTER 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 15 15A & 15B MEDICAL CENTER HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. THE COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CEO, COO, CFO, CLINICAL CHIEFS OF SERVICE, CHIEF ACADEMIC OFFICER, CHIEF INFORMATION OFFICER, GENERAL COUNSEL, SR. VICE PRESIDENTS AND VICE PRESIDENTS THE 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. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. TO ENSURE INDEPENDENCE, THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES RECUSED HERSELF FROM DISCUSSIONS AND VOTING RELATED TO HER OWN COMPENSATION PACKAGE AND FROM DISCUSSIONS RELATED TO THE PRESIDENT AND CEO'S COMPENSATION PACKAGE. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE CEO. THE COMPENSATION PACKAGE FOR THE CEO VOTED BY THE COMPENSATION COMMITTEE WAS SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. SUBSEQUENT TO THE VOTE OF THE COMMITTEE, THE OUTSIDE CONSULTING FIRM PROVIDED A "REASONABLENESS LETTER" ATTESTING TO THE INDEPENDENCE OF THE COMMITTEE AND REASONABLENESS OF THE EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL DEACONESS MEDICAL CENTER OFFICES 330 BROOKLINE AVENUE BOSTON, MA 02215 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 18,292,390. UNREALIZED CHG IN EQUITY INTEREST IN LIMITED PARTNERSHIP 16,929,943. CHANGE IN FUNDED STATUS OF EMPLOYEE BENEFIT PLANS -23,866,527. TRANSFER (TO) FROM AFFILIATE -17,195,416. FUNDS MANAGED FOR OTHERS - GIFTS -1,669,273. TOTAL TO FORM 990, PART XI, LINE 5: -7,508,883. 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 HARVARD MED FAC PHYS AT BIDMC 0 BI ANAESTHESIA FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042997215 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 N/A 0 BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043079630 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 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 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 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 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. 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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 N/A 0 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 BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 BETH ISRAEL DEACONESS HOSPITAL - MILTON INC 199 REEDSDALE RD MILTON MA 02186 042103604 PROVIDE CHARITABLE HEALTHCARE SERVICE TO THE COMMUNITY MA 501(C)(3) LINE 3 MILTON HOSPITAL FOUNDATION 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 SOUTHEASTERN MASSACHUSETTS REGIONAL HEALTHCARE INFORMATION ORG 92 HIGHLAND STREET MILTON MA 02186 562645920 INACTIVE MA BETH ISRAEL DEACONESS HOSPITAL - MILTON INC 0 ADVANCED VASCULAR CARE LLC 375 LONGWOOD AVE BOSTON MA 02215 261647880 TO PROVIDE MEDICAL SUPPORT SERVICES MA N/A BETH ISRAEL DEACONESS PHYSICIAN ORG LLC 110 FRANCIS STREET BOSTON MA 02215 043426253 COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A CAREGROUP CLINICAL RESEARCH LLC 109 BROOKLINE AVENUE BOSTON MA 02215 300228711 TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP MA NONE RELATED 424852 1449942 0 0 0.50000 CAREGROUP INVESTMENT PARTNERSHIP LLP 109 BROOKLINE AVENUE BOSTON MA 02215 043278109 INVESTMENT PARTNERSHIP MA BETH ISRAEL DEACONESS MEDICAL CENTER EXCLUDED 2281207 384938998 0 0 0.53750 CHARLTON MRI SERVICES LLC 330 BROOKLINE AVENUE BOSTON MA 02215 264662778 PROVISION OF PATIENT CARE SERVICES MA N/A PHYSICIAN PROFESSIONAL SERVICES LLP 10 CABOT ROAD MEDFORD MA 02215 043275078 TO PROVIDE MEDICAL BILLING SERVICES MA N/A BIDMCCGSMC JV INC 400 HUNNEWELL STREET NEEDHAM MA 02494 264426847 INACTIVE CORPORATION MA N/A C CHESTNUT HEALTHCARE ALLIANCE INC 148 CHESTNUT STREET NEEDHAM MA 02492 043265117 PHYSICIAN/HOSPITAL ORGANIZATION MA N/A C HORIZON VENTURES INC 199 REEDSDALE ROAD MILTON MA 02186 042853249 PHYSICIAN BILLING MA N/A C MILTON PHYSICIAN-HOSPITAL ORGANIZATION INC 199 REEDSDALE ROAD MILTON MA 02186 043213042 PHYSICIAN/HOSPITAL ORGANIZATION MA N/A C ANESTHESIA FINANCIAL SOLUTIONS INC 330 BROOKLINE AVE BOSTON MA 02215 043571311 INACTIVE CORPORATION MA N/A C 0 0 0 1 0 0 0 0 1 0 1 1 1 1 1 1 1 1