2013-08-26T12:38:45-05:00 2012-09-30 990 2011-10-01 043230035 Partners HealthCare System Inc % PARTNERS FIN-TAX DIR PART 6177249841 Prudential Tower 800 Boylston Street Boston MA 02199 PETER K MARKELL 2013-08-05 2011 2016-02-25 16:41:14Z Gary L Gottlieb MD MBA 800 Boylston Street Boston MA 02199 760631585 false X http:www.partners.org X 1993 MA Partners HealthCare System, Inc. is committed to serving the community and is dedicated to enhancing patient care, teaching and research, and to taking a leadership role as an integrated health care system. 17 5 6371 0 11972056 -114079 222666904 197858081 520288807 546256453 -10859247 1345121 12401675 15171930 744498139 760631585 68315649 115032652 0 0 365446055 384841186 211185 210639 2197931 296334449 429631254 730307338 929715731 14190801 -169084146 3583614453 3785801720 3704631101 4062957506 -121016648 -277155786 Partners HealthCare System, Inc. 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The Corporation may on occasion also appear before a legislative committee, confer with legislators or otherwise attempt to influence legislation. However, it will not participate, in any way, in political campaigns. The Corporation's involvement in legislative activities constitutes an insubstantial part of its activities. 5162396 189373 447400 189373 5609796 5110800 171858 51596 171858 5162396 4740375 157159 370425 157159 5110800 4556070 166083 231385 213163 4740375 0.80000 0.20000 false false 26849708 17526693 44376401 19905206 29702911 9181616 40426502 26859802 13069392 13790410 193244658 101100864 92143794 131705544 131705543 322442650 INVESTED CASH EQUIVALENTS 101102365 F EQUITIES 11904925 F U.S. GOV'T & FIXED INCOME SEC. 4445972 F PRIVATE PARTNERSHIPS & OTHER 179999 C INV IN PARTNERS POOLED INV ACC 656901878 C 774535139 DEFERRED FINANCING COSTS 26397602 INVESTMENT IN PARTNERSHIP 11957717 OTHER ASSETS 35767348 CASH SURRENDER LIFE INSURANCE 6852698 DUE FROM AFFILIATES 132127876 SECURITIES LENDING ARRANGEMENT 11360000 224463241 0 THIRD PARTY PAYER SETTLEMENT ACCR. -6122227 UNEXPENDED FUNDS ON RESEARCH G 685660 TAXABLE BONDS, SERIES C & SERIES P 508021481 502584914 Intended Use of Endowment Funds Part V, Line 4 The endowment funds of Partners HealthCare System, Inc. are used in furtherance of the organization's tax-exempt mission. Central America and the Caribbean Program Services Jointly Owned For. Ins 572163 East Asia and the Pacific Program Services Pat. Care, Res. & Educ 437900 Europe (Including Iceland and Greenland) Program Services Pat. Care, Res. & Educ 394792 Middle East and North Africa 4 Program Services Pat. Care, Res. & Educ 76136 North America Program Services Pat. Care, Res. & Educ 104989 Russia and the Newly Independent States Program Services Pat. Care, Res. & Educ 140865 South America Program Services Pat. Care, Res. & Educ 444 South Asia Program Services Pat. Care, Res. & Educ 35450 4 4 1762739 1762739 true false true true true true Accounting method Part I, Line 3 The organization uses the book value method to report foreign expenditures to be consistent with the reporting used for the financial statements. X X X X X X true Development Communications Associat FUNDRAISING STRATEGY false 110353 PGCalc FUNDRAISING STRATEGY false 98283 The Wayland Group FUNDRAISING STRATEGY false 2003 210639 true Mass Insight 18 Tremont Street Boston MA 02108 043369687 501(c)(3) 35000 Community Benefits Boston Public Health Commission 1010 Massachusetts Avenue Boston MA 02118 043316655 501(c)(1) 20000 Community Benefits Community Benefits Coalition for School Based Health Centers 40 Court Street Boston MA 02108 043527138 501(c)(1) 10000 Community Benefits Community Service Care Inc PO Box 300010 Jamaica Plain MA 02130 042754281 501(c)(3) 6000 Community Benefits Boston HealthCare for the Homeless 780 Albany Street Boston MA 02118 043160480 501(c)(1) 192954 Community Benefits Mattapan Community Health Center 1425 Blue Hill Avenue Mattapan MA 02126 042544151 501(c)(1) 215500 Community Benefits Project Bread - Summer Food Program 145 Border Street East BOSTON MA 02128 042931195 501(c)(3) 20000 Community Benefits 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Boston MA 02108 042104711 501(c)(1) 35000 Community Benefits South End CHC 1601 Washington Street Boston MA 02118 042456134 501(c)(1) 25000 Community Benefits Dimock CHC 55 Dimock Street Roxbury MA 02119 043487835 501(c)(1) 25000 Community Benefits ABCD 178 Tremont Street Boston MA 02111 237225337 501(c)(3) 15000 Community Benefits BCIL 60 Temple Place 5th Floor Boston MA 02111 042546595 501(c)(3) 32500 Community Benefits The Fund for Boston Neighborhoods 75 Arlington Street Boston MA 02116 046185609 501(c)(3) 10000 Community Benefits The Boston Foundation 75 Arlington Street Boston MA 02116 042104021 501(c)(3) 10000 Community Benefits Hospitality Homes PO Box 15265 Boston MA 02215 043204112 501(c)(3) 10000 Community Benefits United Way 51 Sleeper Street Boston MA 02210 042382233 501(c)(3) 25000 Community Benefits National Alliance for the Mentally Ill 400 West Cummings Park Woburn MA 01801 042777012 501(c)(3) 18000 Community Benefits AIDS Action 75 Amory Street Boston MA 02119 222707246 501(c)(3) 7500 Community Benefits Harvard Street Health Center 632 Blue Hill Avenue Dorchester MA 02121 042600042 501(c)(1) 10000 Community Benefits Big Sister Association 161 Massachusetts Avenue Boston MA 02115 042150651 501(c)(3) 10000 Community Benefits The New England Council 19 Stuart Street Boston MA 02116 041661090 501(c)(3) 15000 Community Benefits Boston Public Schools 26 Court Street Boston MA 02108 042080791 501(c)(1) 85000 Community Benefits Jewish Vocational Service 29 Winter Street Boston MA 02108 042104357 501(c)(3) 6667 Community Benefits Hale Reservation 80 Carby Street Westwood MA 02090 042111550 501(c)(3) 25000 Community Benefits Massachusetts Business Alliance for Education 400 Atlantic Avenue Boston MA 02110 043274599 501(c)(3) 6500 Community Benefits Edward M Kennedy Health Careers Academy 110 The Fenway Boston MA 02115 043418167 501(c)(3) 15000 Community Benefits Charlestown Recovery House 15 Bunker Hill Street Charlestown MA 02129 043505037 501(c)(3) 25000 Community Benefits RPC Social Impact Center 328 Warren Street Roxbury MA 02119 043506648 501(c)(3) 15000 Community Benefits The American Ireland Fund 211 Congress Street Boston MA 02110 251306992 501(c)(3) 15000 Community Benefits Health Career Connection 300 Frank Ogawa Plaza Oakland CA 94612 251904312 501(c)(3) 6500 Community Benefits Higher Ground - Roxbury Community Health Improvem 384 Warren Street Roxbury MA 02119 273660369 501(c)(1) 50000 Community Benefits Boston Scholar Athlete Program 65 Allerton Street Boston MA 02119 273987854 501(c)(3) 9000 Community Benefits Partners Continuing Care Inc 800 Boylston Street Boston MA 02451 260003495 501(c)(3) 103645000 To Support its Tax Exempt Affiliates Massachusetts General Physicians Organization Inc 55 Fruit Street Boston MA 02114 042807148 501(c)(3) 35000 To Support its Tax Exempt Affiliates 52 Schedule I, Part I, Line 2 Partners HealthCare System, Inc. makes donations to various tax-exempt organizations. These donations can be used by the recipient only in furtherance of their tax-exempt mission. X X true true X X X X X true true false false false false false false false Nesli Basgoz MD 0 241552 0 16883 0 13305 0 33865 0 6823 0 312428 0 0 Gary L Gottlieb MD MBA 1362861 0 140000 0 592421 0 33861 0 34057 0 2163200 0 0 0 Joseph Loscalzo MD PhD 0 541807 0 66397 0 3236 0 33863 0 22060 0 667363 0 0 Maury E McGough MD 0 437991 0 66746 0 32199 0 39471 0 29380 0 605787 0 0 Andrew L Warshaw MD 0 469603 0 167538 0 416770 0 33862 0 30608 0 1118381 0 0 Beverly Woo MD 0 157798 0 3758 0 16885 0 23761 0 17838 0 220040 0 0 Maureen Goggin 128720 0 500 0 35467 0 11654 0 16974 0 193315 0 0 0 Peter K Markell 1032243 0 101000 0 243143 0 333862 0 25250 0 1735498 0 0 0 Michael T Manning 448389 0 297950 0 71766 0 30269 0 25589 0 873963 0 0 0 James W Noga 393831 0 91697 0 105616 0 47894 0 31074 0 670112 0 0 0 Dennis D Colling 458396 0 50000 0 164838 0 33864 0 32390 0 739488 0 0 0 Timothy G Ferris MD 425000 0 91170 0 38964 0 33864 0 16959 0 605957 0 0 0 Brent L Henry Esq 558900 0 60000 0 194175 0 33862 0 15777 0 862714 0 0 0 Thomas H Lee MD 721760 0 73101 0 51969 0 36610 0 47270 0 930710 0 0 0 G Allen Peckham 422640 0 45000 0 142914 0 33861 0 23828 0 668243 0 0 0 Thomas P Glynn PhD 0 0 0 0 965463 0 0 0 0 0 965463 0 0 0 Mary C Lalonde Esq 135446 0 10500 0 8797 0 14721 0 27223 0 196687 0 0 0 Jay B Pieper 109750 0 286132 0 226446 0 18381 0 7097 0 647806 0 0 0 Participation in a supplemental nonqualified retirement plan Part I, Line 4b These amounts are already included in the compensation disclosed on Schedule J, Part II Gary L. Gottlieb, M.D. M.B.A - $512,726 Peter K. Markell - $185,157 Dennis D. Colling - $99,536 G. Allen Peckham - $97,122 Brent L. Henry, Esq. - $128,079 Andrew L. Warshaw, M.D. - $334,792 Jay B. Pieper - $71,813 Trustee Compensation Part II & Schedule J-2 Trustees receive no compensation or contributions to employee benefit plans for service on the Board or its Committees. Board members who are also employed by the Corporation or a Partners affiliate receive compensation only for their services as employees. 409A Document Correction Under VI.B of Notice 2010-6 Part III Partners HealthCare System, Inc. (Employer) 409A Document Correction Under VI.B of Notice 2010-6 Service Recipient Attachment - EIN 04-3230035 Service Provider and Taxpayer Identification Number: The Name and Social Security Number of the nine (9) Plan Participants are available upon request. Date of Correction: December 6, 2012 Employment Agreement: Employment Agreement Amount Involved: No amount is involved with regard to the document failure. Service Provider and Taxpayer Identification Number: The Name and Social Security Number of the one (1) Plan Participant is available upon request. Date of Correction: December 11, 2012 Employment Agreement: Employment Agreement Amount Involved: No amount is involved with regard to the document failure. The document failures are eligible for correction under the terms of VI.B of Notice 2010-6 with respect to failures to comply with 409A of the Internal Revenue Code of 1986, as amended. The Employer has taken all actions reasonably required and has otherwise met all requirements for such correction as of the last day of the Employer's taxable year in which the correction is made. Receipt of Severance Payments Part I, Line 4a Thomas P. Glynn, Ph.D. - $821,567 MHEFA Partners HealthCare System Inc Series D 042456011 57585K3N6 2003-05-28 343630000 SERIES D - SEE SCHEDULE K PART VI false false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES E 042456011 57585K4Q8 2003-06-12 62476437 SERIES E - SEE SCHEDULE K PART VI true false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F 042456011 57586CGW9 2005-06-10 411566153 SERIES F - SEE SCHEDULE K PART VI false false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5 042456011 57586CZL2 2007-06-07 326508722 SERIES G5 - SEE SCHEDULE K PART VI false false false 240130000 0 344268619 0 15436586 0 2026416 0 0 249756929 77048688 0 2005 true false true true 42745000 10370000 62476437 0 0 0 272039 0 0 0 62204398 0 1994 true false true true 32300000 0 419448101 0 18398432 0 2671595 2650000 0 326493380 69234694 0 2007 true false true true 26570000 0 329345063 0 9382534 0 2338149 0 0 164128012 153496369 0 2009 true true true true false false false false 0 true 0 false false false false 0 true false false false false 0 true false true true BEAR STERNS CAPITAL 32.2 false false true TRINITY PLUS 2.4 true false true false false false 0 false 0 false true false true true BEAR STEARNS CAPITAL 35. false false true XL ASSET FUNDING 1.8 true false true false false false 0 true CITIGROUP FINANCIAL 1.7 true false true X MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 042456011 57586CZW8 2007-06-07 380000000 SERIES G1,G2,G3,G4,G6 SEE PART VI false false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H 042456011 57586CW27 2008-04-01 171320000 SERIES H - SEE SCHEDULE K PART VI false false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I 042456011 57586EHR5 2009-05-14 229977036 SERIES I - SEE SCHEDULE K PART VI false false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J 042456011 57586ENK3 2010-01-05 509178736 SERIES J - SEE SCHEDULE K PART VI false false false 225000000 0 386190828 0 20479076 0 2776552 4696147 0 358239054 0 0 2009 false false true true 0 0 171320000 0 0 0 420000 0 0 0 170900000 0 2009 true false true true 0 0 229981250 0 0 0 2556080 116071 0 227309098 0 0 2009 false false true true 17150000 0 509258319 0 0 0 5151067 0 0 249983765 254123487 0 2010 true false true true false false false false 0 true false false false false 0 true false false false false 0 true false false false false 0 true false true true GOLDMAN SACHS CAP 35. false false true CITIGROUP FINANCAL 1.7 true false true false true false 0 true CITIGROUP FINANCIAL 0.8 true false true false true true MERRILL LYNCH CAP 35. false false false 0 false true false false false 0 false 0 false true MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K 043431814 57583R6W0 2011-01-13 436019104 SERIES K - SEE SCHEDULE K PART VI false false false MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L 043431814 57583UMV7 2012-01-04 353501227 SERIES L - SEE SCHEDULE K PART VI false false false 610000 0 436030814 0 0 0 3523063 0 0 201342457 231165294 0 2011 true true true true 0 0 353317750 0 0 10874465 3056210 0 0 260903277 78483798 0 2012 true true true true false false false false 0 true false false false false 0 true false true true MERRILL LYNCH CAP 35. false false false 0 false true false false false 0 false 0 false true 0 L Connors Family - Connors 126195 Salary-Brigham & Women's Phys. false D Shtasel Family - Gottlieb 210248 Salary-Mass General Phys. 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Org. false Covidien Connors - Director 25034740 Health Products false Bank of America Finucane - Officer 1842421 Banking false Bank of America Gifford - Director 1842421 Banking false NSTAR Gifford - Director 19544943 Utilities false Medicalis Holman - Director 1949101 Decision Support false ThermoFisher Manzi - Director 15164678 Products false CRICO Moriarty - Director 91665352 Insurance false CRICO Minehan - Director 91665352 Insurance false Becton Dickinson Company Minehan - Director 15988445 Medical Supplies false Abiomed Termeer - Director 799000 Products & Services false MedSim Termeer - Director 349996 Products & Services false Forest LaboratoriesForest Pharmac Basgoz - Director 338834 Products false CRICO Markell - Officer 91665352 Insurance false CRICO Lawrence - Director 91665352 Insurance false Statement of Program Service Accomplishments Form 990, Part III, Line 4a PARTNERS HEALTHCARE SYSTEM, INC., (PARTNERS) ESTABLISHED IN MARCH 1994, IS THE CORPORATION OVERSEEING THE AFFILIATION OF BRIGHAM AND WOMEN'S HEALTH CARE, THE MASSACHUSETTS GENERAL HOSPITAL, NSMC HEALTHCARE, INC., NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC. AND PARTNERS CONTINUING CARE, INC. PARTNERS IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE PHYSICIANS AND SPECIALISTS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS (MGH AND BWH) AND OTHER HEALTH-RELATED ENTITIES. PARTNERS IS CREATING A FRAMEWORK IN WHICH ALL ASPECTS OF THE HEALTH CARE DELIVERY SYSTEM ARE COORDINATED BETWEEN AND AMONG PROVIDERS AND FACILITIES. PARTNERS IMPROVES THE QUALITY OF HEALTH CARE AND FURTHER SERVES THE PUBLIC AT LARGE BY SUPPORTING ITS MEMBER ORGANIZATIONS SO THAT THEY MAY PURSUE THEIR TEACHING AND RESEARCH MISSIONS. THE MEMBER ORGANIZATIONS OF PARTNERS HAVE JOINED TOGETHER IN A COMMITMENT TO SERVE THE COMMUNITY. TOGETHER, THESE ORGANIZATIONS ARE DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. Partners is committed to leading the way in designing integrated patient and family-centered care with the goals of enhancing the quality of patient care and slowing the increase in health care costs. Partners has launched a series of strategic initiatives to redesign care with an emphasis on improving quality and affordability. Multi-disciplinary teams from Partners and from Partners HealthCare hospitals were assembled to develop and implement strategies for change, focusing on the following key areas: Care Redesign: initiatives that seek improvement in patient quality and outcomes while reducing the cost to deliver those outcomes. Patient Affordability: initiatives to manage cost growth and reduce per unit costs in direct patient care and overhead. Additional and ongoing initiatives include the following: Promoting payment systems that support more integrated, patient-centered care. Providing population health management for the sickest patient groups. Delivering safety across the continuum of care. Redesigning primary care. Maximizing the use of new information technology. PLEASE VISIT HTTP://WWW.PARTNERS.ORG/ABOUT/PHILANTHROPY/COMMITMENT-TO-GIVING/DEFAULT.AS PX FOR MORE INFORMATION ABOUT SPECIFIC PARTNERS' PROGRAMS AND INITIATIVES. Form 990 Review Form 990, Part VI, Section B, Line 11b The Form 990 was prepared and reviewed by the Partners HealthCare System, Inc. (PHS) Tax Department. Certain key sections were also reviewed by the PHS Executive Vice President of Administration and Finance, CFO and Treasurer; the PHS Vice President of Human Resources and by the PHS General Counsel. The Executive Vice President of Administration and Finance, CFO and Treasurer reviewed and signed the Form 990. The compensation disclosures were presented to and discussed with the PHS Compensation Committee at the May 2, 2013 meeting. The process for preparing and reviewing Form 990 was discussed at the May 8, 2013 meeting of the Audit Committee of the PHS Board of Directors. The final filing version of the Form 990 was provided to each voting Board member prior to filing. Audited Financial Statements Form 990, Part XII, Line 2c The Organization's financial statements are audited by an independent auditor as a part of a consolidated audit of Partners HealthCare System, Inc. and Affiliates. The Partners HealthCare System audit committee of the board assumes oversight for the financial statement audit. Public Availability of Financial Statements and Governing Documents Part VI, Section C, Line 19 The Organization's governing documents are filed with Massachusetts Secretary of State and the Financial Statements are filed with Massachusetts Attorney General, all of which are open to public inspection. Process for Determining Compensation Form 990, Part VI, Line 15a&b The organization has a board level compensation committee that reviews and approves the compensation for all listed officers and key employees except the Secretary. The committee is comprised of members of the board who are not employed by the organization, and no member may participate in the review and approval of compensation if the member has a conflict of interest with respect to that compensation arrangement. The committee relies on data, provided by an independent compensation consultant, which includes comparable compensation for similarly qualified persons, in functionally comparable positions, at similarly situated organizations. The deliberations and decisions of the committee are documented in minutes of the meeting. This review process occurs on an annual basis. Conflict of Interest Policy Form 990, Part VI, Section B, Line 12c For purposes of its annual tax filing, Partners HealthCare has an annual questionnaire process for obtaining information on interests that may give rise to conflicts from all officers, directors, trustees and key employees. In addition, in connection with Partners' Conflict of Interest Policy, the Partners Office for Interactions with Industry and Office of General Counsel work together to periodically distribute, collect and review disclosure statements from these individuals. The information on each such disclosure is reviewed by each individual's supervisor (who in the case of directors and trustees is deemed to consist of the Chairman of the Board and the entity's President/CEO, who review the disclosures with the assistance of the General Counsel or attorney representatives of his office). Partners has a Conflict of Interest Policy that applies to all entities in the system, and which is designed to: (1) identify relationships and conduct that create either conflicts of interest or conflicts of commitment; (2) establish a system for disclosing and resolving potential conflicts; and (3) ensure that transactions are negotiated at arm's length and that payments are at fair market value. Under our policy, when a conflict arises, the individual associated with the outside entity in question must provide full disclosure and completely recuse him/herself from any institutional decision-making about the transaction. In appropriate circumstances, (i) the Corporation must consider at least two alternative disinterested competitive proposals; or must determine that two such competitive proposals do not exist or that it would be impractical to elicit or consider such competitive proposals; and (ii) the Corporation must determine that, notwithstanding the apparent conflict, the transaction is fair and reasonable to the Corporation and is in the best interests of the Corporation. A written record must be made of these determinations. Furthermore, transactions that present particularly significant conflicts are reviewed by an independent committee of Partners, which review is also documented. Conflicts of commitment by the Partners President and CEO are addressed by requiring outside activities to be approved by the Partners Board Chair. Joint Venture Policy Form 990, Part VI, Section B, Line 16b Partners HealthCare System, Inc. and affiliates adopted a written policy during fiscal year 2013. Decisions of Governing Body Subject to Member Approval Form 990, Part VI, Section A, Lines 7a&b Pursuant to the corporate bylaws of the organization, the authority for the following actions is reserved to the members of the organization: - Members shall determine the number of PHS Directors and shall elect PHS Directors. Members may, by a vote, increase the number of PHS directors. Members my decrease the number of PHS Directors, but only to eliminate vacancies existing by reason of the death, resignation or removal of one or more elected PHS Directors. - Members may remove a PHS Director with or without cause by vote. - Members may amend PHS bylaws in whole or in part or may repeal and adopt new bylaws. Members may adopt, amend or repeal any Bylaw, including any Bylaws adopted, amended or repealed by the Directors. Pursuant to the laws of Massachusetts, the authority for the following actions is reserved to the member of the organization: - Amend or restate the Articles of Organization - Consolidation or merger - Sale, lease, exchange or disposition of all or substantially all of the organizations property or assets. Business and Family Relationships Form 990, Part VI, Section A, Line 2 PETER MARKELL & RICHARD HOLBROOK - BUSINESS RELATIONSHIP G. MARSHALL MORIARTY, CATHY MINEHAN, PETER MARKELL & EDWARD LAWRENCE - BUSINESS RELATIONSHIP CHARLES GIFFORD & ANNE FINUCANE - BUSINESS RELATIONSHIP Independent Voting Board Members Part VI, Line 1b Partners HealthCare System, Inc. seeks to have a Board that is composed of individuals with the requisite expertise and community representation so that it may effectively govern. During this reporting period, some members of the Board, who contribute important expertise and diverse perspective, may have been affiliated with an organization that was involved in a transaction reported on Schedule L. In some instances, these transactions involved essential products and services for which the vendor chosen was a leading national or regional source. Three such vendors are nationally-known suppliers of health-care and/or research-related products; another is a primary regional supplier of electricity. In addition, multiple Board members sit on the Board of our jointly-owned captive liability insurance company. As described on this Schedule O, Partners HealthCare System, Inc. has a conflict of interest policy to address instances where Partners HealthCare System, Inc. may be involved, directly or indirectly, in a transaction with a member of the Board. This policy protects against undue influence by Board members and assists the Board in making decisions that are in the best interests of Partners HealthCare System, Inc. Other Changes in Net Assets or Fund Balances Part XI, Line 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES RELATE TO NET UNREALIZED GAIN/(LOSS) ON INVESTMENTS, CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLANS, CHANGE IN FAIR VALUE OF HEDGING INTEREST RATE SWAPS, AND OTHER CHANGES IN NET ASSETS. Other Expenses Part IX, Line 24e Other expenses include a one-time charge of $112,041,874 related to a shift in strategic direction for Partners clinical information systems. Executive Committee Part VI, Section A, Line 1a The Executive Committee has all of the responsibilities and authority of the Directors during intervals between meetings of the Directors except for the powers specified in Section 55 of Massachusetts General Laws, Chapter 156B. The Committee consists of three to five Directors of the Corporation appointed annually by the Board of Directors. OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BAD DEBT TOTAL EXPENSES:40000 PROGRAM SERVICES:40000 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MISCELLANEOUS EXPENSES TOTAL EXPENSES:10354156 MANAGEMENT AND GENERAL:10351833 FUNDRAISING:2323 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:IMPAIRMENT EXPENSE - NONREC. TOTAL EXPENSES:XXX-XX-XXXX MANAGEMENT AND GENERAL:XXX-XX-XXXX OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PROGRAM SUPPORT/SUBSIDY EXP. TOTAL EXPENSES:3143551 MANAGEMENT AND GENERAL:3143551 Partners HealthCare International LLC 800 Boylston Street Boston MA 02199 205281203 Med Training MA 12234443 10610334 PHS PD Productions LLC 101 Merrimac Street 3rd Floor Boston MA 02114 562383458 Med Education MA 0 0 PHS Partners Private Care LLC 1101 Worcester Road Framingham MA 01701 263871702 Home Health MA 0 0 PHC GeneInsight LLC 101 Huntington Avenue Boston MA 02199 461081053 R & D MA 0 0 PHS The Massachusetts General Hospital (MGH) 55 Fruit Street Boston MA 02114 041564655 Healthcare MA 501(c)(3) 7 PHS true The General Hospital Coporation 55 Fruit Street Boston MA 02114 042697983 Healthcare MA 501(c)(3) 3 MGH true Massachusetts General Physicians Org 55 Fruit Street Boston MA 02114 042807148 Healthcare MA 501(c)(3) 9 MGH true The MGH Health Services Corporation 55 Fruit Street Boston MA 02114 222717383 Healthcare MA 501(c)(3) 11a MGH true The MGH Institute of Health Professions 36 First Avenue Charlestown MA 02129 042868893 Med Education MA 501(c)(3) 2 MGH true McLean HealthCare Inc (MHC) 115 Mill Street Belmont MA 02478 204572876 Admin Support MA 501(c)(3) 11a MGH true The McLean Hospital Corporation 115 Mill Street Belmont MA 02478 042697981 Healthcare MA 501(c)(3) 3 MHC true Martha's Vineyard Hospital Inc (MVH) Linton Lane PO Box 1477 Oak Bluffs MA 02557 042104691 Healthcare MA 501(c)(3) 3 MGH true WNR Inc 1 Linton Lane Oak Bluffs MA 02557 043419920 Nursing Svcs. MA 501(c)(3) 9 MVH true Nantucket Cottage Hospital (NCH) 57 Prospect Street Nantucket MA 02554 042103823 Healthcare MA 501(c)(3) 3 MGH true Nantucket Cottage Hospital Foundation 57 Prospect Street Nantucket MA 02554 043829745 Admin Support MA 501(c)(3) 11a NCH true Brigham and Women's Health Care (BWHC) 75 Francis Street Boston MA 02115 042921338 Admin Support MA 501(c)(3) 7 PHS true The Brigham and Women's Hospital (BWH) 75 Francis Street Boston MA 02115 042312909 Healthcare MA 501(c)(3) 3 BWHC true Biosciences Research Foundation Inc 75 Francis Street Boston MA 02115 222483849 Promote Res. MA 501(c)(3) 11a BWHC true BWH Research Inc 75 Francis Street Boston MA 02115 043011445 Med Research MA 501(c)(3) 11a BWHC true Brigham Community Practices Inc 75 Francis Street Boston MA 02115 222588069 Healthcare MA 501(c)(3) 9 BWHC true Brigham and Women's Phys Org (BWPO) 75 Francis Street Boston MA 02115 043466314 Healthcare MA 501(c)(3) 9 BWHC true BWH Anesthesia Res & Educ Foundation 75 Francis Street Boston MA 02115 043492603 Med Res & Edu MA 501(c)(3) 7 BWPO true Brigham Medical Res & Edu Foundation 75 Francis Street Boston MA 02115 043539249 Med Res & Edu MA 501(c)(3) 11a BWPO true Brigham & Women's Ob-Gyn Res & Edu 75 Francis Street Boston MA 02115 043494863 Med Res & Edu MA 501(c)(3) 7 BWPO true Brigham Pathology Res & Edu Foundation 75 Francis Street Boston MA 02115 043541111 Med Res & Edu MA 501(c)(3) 11a BWPO true Brigham Radiology Res & Edu Foundation 75 Francis Sreet Boston MA 02115 043425905 Med Res & Edu MA 501(c)(3) 11a BWPO true BWH Radiation Oncology Res & Edu Found 75 Francis Street Boston MA 02115 030411731 Med Res & Edu MA 501(c)(3) 7 BWPO true Brigham and Women's Faulkner Hosp(BWFH) 1153 Centre Street Boston MA 02130 042768256 Healthcare MA 501(c)(3) 3 BWHC true West Roxbury Medical Group Inc 1828 Centre Street Boston MA 02132 043148310 Healthcare MA 501(c)(3) 11a BWFH true Faulkner Breast Centre Inc 1153 Centre Street Boston MA 02130 043195325 Healthcare MA 501(c)(3) 11a BWFH true Faulkner Community Medical Corporation 1153 Centre Street Boston MA 02130 043235613 Healthcare MA 501(c)(3) 11a BWFH true Village Manor Nursing Home Inc 1153 Centre Street Boston MA 02130 042775265 Nursing Home MA 501(c)(3) 3 BWFH true Partners Continuing Care Inc (PCC) Prudential Tower 800 Boylston Stre Boston MA 02199 260003495 Admin Support MA 501(c)(3) 11a PHS true Spaulding Rehabilitation Hospital Corp 300 First Avenue Charlestown MA 02129 042551124 Healthcare MA 501(c)(3) 3 PCC true Rehab Hospital of the Cape & Islands 311 Service Road East Sandwich MA 02537 043071419 Healthcare MA 501(c)(3) 3 PCC true Shaughnessy-Kaplan Rehabilitation Hosp Dove Avenue Salem MA 01970 043067082 Healthcare MA 501(c)(3) 3 PCC true Partners Home Care Inc (PHC) 281 Winter Street Waltham MA 02451 042918280 Home Health MA 501(c)(3) 9 PCC true Partners Hospice Inc 48 Woerd Avenue 102 Waltham MA 02453 042730504 Home Health MA 501(c)(3) 7 PHC true FRC Inc 101 Merrimac Street Boston MA 02114 222632121 Healthcare MA 501(c)(3) 3 PCC true NSMC HealthCare Inc (NSHC) 81 Highland Avenue Salem MA 01970 043294420 Admin Support MA 501(c)(3) 11a PHS true North Shore Medical Center Inc 81 Highland Avenue Salem MA 01970 043399616 Healthcare MA 501(c)(3) 3 NSHC true North Shore Physicians Group Inc 81 Highland Avenue Salem MA 01970 043080484 Healthcare MA 501(c)(3) 11a NSHC true Newton-Wellesley HealthCare System(NWHC) 2014 Washington Street Newton MA 02462 204295282 Admin Support MA 501(c)(3) 11a PHS true Newton-Wellesley Hospital 2014 Washington Street Newton MA 02462 042103611 Healthcare MA 501(c)(3) 3 NWHC true Newton-Wellesley Ambulatory Services 2014 Washington Street Newton MA 02462 222560501 Healthcare MA 501(c)(3) 11a NWHC true Newton-Wellesley Hosp Charitable Found 2014 Washington Street Newton MA 02462 043455952 Fundraising MA 501(c)(3) 7 NWHC true Newton-Wellesley Children's Corner Inc 2014 Washington Street Newton MA 02462 042650246 Child Care MA 501(c)(3) 9 NWHC true Partners Medical International Inc 100 Cambridge Street Boston MA 02114 043197711 Med. Training MA 501(c)(3) 11a PHS true The Friends of The Brigham & Women's Hos 75 Francis Street Boston MA 02115 042239449 Fundraising MA 501(c)(3) 11a BWHC true Spaulding Hospital - Cambridge Inc 1575 Cambridge Street Cambridge MA 02138 270273715 Hospital MA 501(c)(3) 3 PCC true PHS Bay Colony Fund LP 245 Park Avenue NY NY 10167 133887448 Investments DE PPIA Excluded -48901 582970 false -13009 false 0.07137 BSC Inc 75 Francis Street Boston MA 02115 042987478 Communication MA BWHC C 0 0 0.00000 Partners Community HealthCare Inc 800 Boylston Street Boston MA 02199 043236175 Healthcare MA PHS C 222864438 116833098 1.00000 Newton-Wellesley Physician Hospital Org 2014 Washington Street Newton MA 02462 043209749 Healthcare MA NWHC C 4567394 11430238 1.00000 true true true true false false false false true true true false true true false true false false The Massachusetts General Hospital 1a(i) 13003465 FMV The General Hospital Corporation 1a(i) 20620680 FMV Newton-Wellesley Hospital 1a(i) 6135289 FMV Nantucket Cottage Hospital 1a(i) 194631 FMV The Brigham and Women's Hospital 1a(i) 26844753 FMV The McLean Hospital Corporation 1a(i) 747342 FMV The Spaulding Rehabilitation Hospital Corp 1a(i) 560911 FMV Rehabilitation Hospital of the Cape & Islands 1a(i) 432244 FMV Brigham and Women's Faulkner Hospital Inc 1a(i) 852847 FMV North Shore Medical Center 1a(i) 8879308 FMV FRC Inc 1a(i) 215091 FMV Partners Home Care Inc 1a(i) 1125 FMV Partners Continuing Care 1a(i) 115558 FMV Shaughnessy-Kaplan Rehabilitation Hospital 1a(i) 81334 FMV The MGH Institute of Health Professions 1a(i) 155913 FMV Partners Continuing Care 1b 103645000 FMV Brigham and Women's Health Care Inc 1c 44404070 FMV The Massachusetts General Hospital 1c 54284553 FMV The Massachusetts General Hospital 1c 13892611 FMV The Brigham and Women's Hospital 1c 41354355 FMV McLean HealthCare System 1c 3063389 FMV NSMC HealthCare 1c 8885598 FMV Newton-Wellesley Hospital 1c 9017118 FMV Newton-Wellesley Health Care System 1c 8342892 FMV Partners Continuing Care 1c 7364434 FMV The Brigham and Women's Hospital 1d 50641000 FMV The General Hospital Corporation 1d 6580000 FMV The McLean Hospital Corporation 1d 13516000 FMV North Shore Medical Center 1d 73700000 FMV Newton-Wellesley Hospital 1d 10000000 FMV The MGH Institute of Health Professions 1d 3000000 FMV The Massachusetts General Hospital 1j 944370 FMV The Massachusetts General Hospital 1k 6197928 FMV The General Hospital Corporation 1k 174184714 FMV Massachusetts General Physicians Organization 1k 6223979 FMV The Spaulding Rehabilitation Hospital Corp 1k 8079189 FMV Partners Home Care 1k 3358168 FMV FRC Inc 1k 755118 FMV Spaulding Hospital - Cambridge 1k 2332604 FMV Rehabilitation Hospital of the Cape & Islands 1k 1617545 FMV Partners Continuing Care 1k 803631 FMV Marthas Vineyard Hospital 1k 345988 FMV Nantucket Cottage Hospital 1k 1098155 FMV The McLean Hospital Corporation 1k 10393323 FMV The MGH Institute of Health Professions 1k 818344 FMV The MGH Health Services Corporation 1k 61213 FMV The Brigham and Women's Hospital 1k 143345921 FMV Brigham and Women's Physicians Organization 1k 4204906 FMV Brigham and Women's Faulkner Hospital Inc 1k 9857974 FMV North Shore Medical Center 1k 34034474 FMV Shaughnessy-Kaplan Rehabilitation Hospital 1k 1918368 FMV Newton-Wellesley Hospital 1k 21322827 FMV Partners Community HealthCare 1k 5930908 FMV