MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION (EIN 04-2810972)
Tax period
2010-10-01 to 2011-09-30
Filed
2012-08-14
IRS object ID
201222279349304157
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-08-14T19:11:09-05:00Timestamp
Tax Period End Date2011-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1
CityJERICHOCity
StateNYState
ZIP Code117531683ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042810972EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MEDICAL CARE OF BOSTON MANAGEMENT CORPBusinessNameLine1
Business Name Line2D/B/A AFFILIATED PHYSICIANS GROUPBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMEDINameControl
Phone6177540707Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1464 HILLSIDE AVENUE NO 304AddressLine1
CityNEEDHAMCity
StateMAState
ZIP Code02494ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL DESOCIOName
TitleCFOTitle
Phone6177540707Phone
Date Signed2012-08-13DateSigned
Authorize Third Party0AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone5169187000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1AFFILIATED PHYSICIANS GROUPBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonTHOMAS SLOWEYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1464 HILLSIDE AVENUE NO 304AddressLine1
CityNEEDHAMCity
StateMAState
ZIP Code02494ZIPCode
FieldValueIRS element (for citing)
Gross Receipts77342981GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1983YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionDELIVERY OF PRIMARY CARE HEALTH SERVICES AND PROVISION OF PHYSICIAN MANAGEMENT AND SUPPORT SERVICES.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees589TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI3873687TotalGrossUBI
Net Unrelated Business Txbl Income-258069NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year72722915ProgramServiceRevenuePriorYear
Program Service Revenue CY73384834ProgramServiceRevenueCY
Investment Income Prior Year9314InvestmentIncomePriorYear
Investment Income Current Year48675InvestmentIncomeCurrentYear
Other Revenue Prior Year274978OtherRevenuePriorYear
Other Revenue Current Year3909472OtherRevenueCurrentYear
Total Revenue Prior Year73007207TotalRevenuePriorYear
Total Revenue Current Year77342981TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year27074177SalariesEtcPriorYear
Salaries Etc Current Year26725260SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year65680758OtherExpensePriorYear
Other Expenses Current Year69156398OtherExpensesCurrentYear
Total Expenses Prior Year92754935TotalExpensesPriorYear
Total Expenses Current Year95881658TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-19747728RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-18538677RevenuesLessExpensesCY
Total Assets BOY19662460TotalAssetsBOY
Total Assets EOY17851065TotalAssetsEOY
Total Liabilities BOY19550256TotalLiabilitiesBOY
Total Liabilities EOY17840230TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY112204NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY10835NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense62724021Expense
Revenue54819705Revenue
DescriptionSEE SCHEDULE O - PRIMARY CAREDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense10211346Expense
Revenue9233615Revenue
DescriptionSEE SCHEDULE O - HOSPITALIST PROGRAMSDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense6306693Expense
Revenue5146082Revenue
DescriptionSEE SCHEDULE O - CARDIOLOGY SERVICESDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense8885373Expense
Revenue4185432Revenue
DescriptionSEE SCHEDULE O - OTHER SPECIALIST SERVICESDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp8885373TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev4185432TotalOfOtherProgramServiceRev
Total Program Service Expense88127433TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds1InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109694NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees589NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MICHAEL DESOCIOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6177540715TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1464 HILLSIDE AVENUE SUITE 304AddressLine1
CityNEEDHAMCity
StateMAState
ZIP Code02494ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
CHRISTOFORO JOHN
DIRECTOR, PRES & CEO60.00XX000
GOLDBERG CAROL R
DIRECTOR5.00X000
GOLDSTEIN ALAN R
DIR, TREAS & BD CHAIR5.00XX000
LEWIS MD STANLEY M
DIRECTOR & CARDIOLOGIST5.00X060297463322
LIEBMAN JEFFREY H
DIR, CLERK, PRES & CEO30.00XX17811717811746202
ROSENBERG MD STUART A
DIRECTOR & HMFP CEO5.00X070095264545
ZEIDEL MD MARK L
DIR & MED CHAIR,HMFP5.00X066558861084
DESOCIO MICHAEL
INTERIM CFO60.00X000
SLOWEY THOMAS
CFO & BIDN CFO30.00X1056081056084028
WAYNE ANGELA
COO60.00X154187017868
KEHLMANN MD GLENN
PHYSICIAN, INTERNAL MED60.00418743051079X
STARR-BRANDSTEIN MD FERN D
PHYSICIAN, INTERNAL MED60.00411675057347X
KRIVOPAL MD MARK
PHYSICIAN, INTERNAL MED60.00407454058347X
MUKHERJEE MD ARUN
PHYSICIAN, INTERNAL MED60.00402175056347X
GLEYSTEEN MD SUZANNE
PHYSICIAN, INTERNAL MED60.00365384052847X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2443343TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2253239TotalReportableCompFrmRltdOrgs
Total Other Compensation533016TotalOtherCompensation
Number Individuals GT100 K8NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources1CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
HARVARD MEDICAL FACULTY PHYSICIANS AT BI
375 LONGWOOD AVEBOSTONMA02215PHYSICIAN SERVICES46251099
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVEBOSTONMA02215PAYROLL & ADMIN SVCS28874086
OPTUMINSIGHT
13625 TECHNOLOGY DRIVEEDEN PRAIRIEMN55344SOFTWARE SUPPORT412092
J CALNAN & ASSOCIATES
3 BATTERYMARCH PARK 5TH FLOORQUINCYMA02169LEGAL SERVICES260790
PHYSICIAN CHART AUDITINGLLC
14 DRIFTWAY AVENUEHULLMA02045COMPLIANCE SERVICES240733
FieldValueIRS element (for citing)
Number Of Contractors GT100 K15NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
PRIMARY CARE REVENUE9000995481970554647482172223
HOSPITALIST SERVICES90009992336159233615
CARDIOLOGY90009951460825146082
OTHER SPECIALIST SVCS90009941854324185432
FieldValueIRS element (for citing)
Total Program Service Revenue73384834TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column5623TotalRevenueColumn
Exclusion$5,623ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real119686Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real119686Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column119686TotalRevenueColumn
Exclusion$119,686ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other43052Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other43052Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column43052TotalRevenueColumn
Exclusion$43,052ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
MSO REVENUE90009937014643701464
MISCELLANEOUS90009988322$88,322
FieldValueIRS element (for citing)
Total Other Revenue3789786TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column77342981TotalRevenueColumn
Related Or Exempt Function Income73212611RelatedOrExemptFunctionIncome
Unrelated Business Revenue3873687UnrelatedBusinessRevenue
Exclusion$256,683ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total512004Total
Management And General512004ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total21276348Total
Program Services18700415ProgramServices
Management And General2575933ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4936908Total
Program Services4288373ProgramServices
Management And General648535ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total933403Total
Program Services381857ProgramServices
Management And General551546ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total54532Total
Program Services13447ProgramServices
Management And General41085ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total47063490Total
Program Services46621085ProgramServices
Management And General442405ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total202408Total
Program Services81040ProgramServices
Management And General121368ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5118644Total
Program Services4702307ProgramServices
Management And General416337ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5531343Total
Program Services5006783ProgramServices
Management And General524560ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total73716Total
Program Services33889ProgramServices
Management And General39827ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total103547Total
Program Services2685ProgramServices
Management And General100862ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1366686Total
Program Services1179960ProgramServices
Management And General186726ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2035187Total
Program Services1847316ProgramServices
Management And General187871ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
BAD DEBT EXPENSE23673502339267280830
PURCHASED SERVICES171307763528610777910
PROFESSIONAL DEVELOPMEN423059407167158920
RECRUITING8570147418382830

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2084255Total
Program Services1839138ProgramServices
Management And General245117ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total95881658Total
Program Services88127433ProgramServices
Management And General7754225ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY3478210BOY
EOY3766835EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7229919BOY
EOY5649508EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY217302BOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis12554593LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec8633007LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4137320BOY
EOY3921586EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4599709BOY
EOY4513136EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY19662460BOY
EOY17851065EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3018273BOY
EOY3823317EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY292157EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY16531983BOY
EOY13724756EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY19550256BOY
EOY17840230EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY112204BOY
EOY10835EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY112204BOY
EOY10835EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19662460BOY
EOY17851065EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-18538677ReconcilationRevenueExpenses
Reconcilation Other Changes18437308ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee0AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years23111798CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years34080500CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years67731790CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year72722915CurrentTaxYearMinus1Year
Current Tax Year73384834CurrentTaxYear
Total271031837Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years23111798CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years34080500CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years67731790CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year72722915CurrentTaxYearMinus1Year
Current Tax Year73384834CurrentTaxYear
Total271031837Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total509271031837PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years50008CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13594CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14774CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9314CurrentTaxYearMinus1Year
Current Tax Year5623CurrentTaxYear
Total93313Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years50008CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13594CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14774CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9314CurrentTaxYearMinus1Year
Current Tax Year5623CurrentTaxYear
Total93313Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-70CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years-79761CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years-74761CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year-172484CurrentTaxYearMinus1Year
Current Tax Year171054CurrentTaxYear
Total-156022Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1723652CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2332770CurrentTaxYearMinus3Years
Total4056422Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years24885388CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years36347103CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years67671803CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year72559745CurrentTaxYearMinus1Year
Current Tax Year73561511CurrentTaxYear
Total275025550Total
FieldValueIRS element (for citing)
Public Support Percentage5090.98550PublicSupportPercentage509
Prior Year Support Percentage0.98320PriorYearSupportPercentage
Investment Income Percentage0.00030InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00050PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Total Lobbying Expenditures IIB0TotalLobbyingExpendituresIIB

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF OTHER LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1I:ReturnReference
ExplanationMEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) DOES NOT ENGAGE IN ANY DIRECT LOBBYING EFFORTS. HOWEVER, APG MAY PAY DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. IN ADDITION, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), APG'S SOLE MEMBER, ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. TOTAL LOBBYING EXPENDITURES WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.Explanation

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis28410OtherCostOrOtherBasis
Depreciation86736Depreciation
Book Value-58326BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis4495718OtherCostOrOtherBasis
Depreciation2837328Depreciation
Book Value1658390BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis8030465OtherCostOrOtherBasis
Depreciation5708943Depreciation
Book Value2321522BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3921586TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
OTHER RECEIVABLES4236295
DUE FROM AFFILIATES276841
FieldValueIRS element (for citing)
Total Book Value Other Assets4513136TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO BIDMC$11,716,755
PROFESSIONAL LIABILITY$2,008,001
FieldValueIRS element (for citing)
Total Of Amounts13724756TotalOfAmounts
Total Revenue77342981TotalRevenue
Total Expenses95881658TotalExpenses
Excess Or Deficit For Year-18538677ExcessOrDeficitForYear
Other$18,437,308OtherAmount
Total Adjustments18437308TotalAdjustments
Excess Or Deficit Per FS-101369ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1812256000TotRevenueEtcAuditedFinclStmt
Other Revenues1734913019OtherRevenues
Revenue Not Rptd F9901734913019RevenueNotRptdF990
Revenue Subtotal77342981RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99077342981TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1771051000TotExpensesEtcAuditedFinclStmt
Other Expenses Included1675169342OtherExpensesIncluded
Expenses Not Rptd F9901675169342ExpensesNotRptdF990
Expenses Subtotal95881658ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99095881658TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierExplanationExplanation
PART XI, LINE 8 - OTHER ADJUSTMENTS:TRANSFER FROM AFFILIATE 18,437,305. ROUNDING 3.
PART XII, LINE 2D - OTHER ADJUSTMENTS:OTHER ADJUSTMENTS - REVENUE OF AFFILIATES 1,734,913,019.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:OTHER ADJUSTMENTS - EXPENSES OF AFFILIATES 1,675,169,342.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
LEWIS MD STANLEY M
04861770105838010959045215018107066629600
LIEBMAN JEFFREY H
1484991484991140011400182181821861256125169761697620121820121800
ROSENBERG MD STUART A
05701390115000015813045938018607076549700
ZEIDEL MD MARK L
06495810900015107044615016469072667200
SLOWEY THOMAS
100304100304475047505545541900190011411410762210762200
WAYNE ANGELA
154054000133027570151110172055000
KEHLMANN MD GLENN
40934800093950294000216790469822000
STARR-BRANDSTEIN MD FERN D
40495000067250294000279470469022000
KRIVOPAL MD MARK
40216800052860294000289470465801000
MUKHERJEE MD ARUN
39411600080590294000269470458522000
GLEYSTEEN MD SUZANNE
35942700059570294000234470418231000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 4BSCHEDULE J - PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2011 IS CALENDAR YEAR 2010 DETAIL AND PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG). DURING THE 2010 CALENDAR YEAR, THE CEO OF APG WAS PAID BY BIDMC. BIDMC IS A PARTICIPATING EMPLOYER IN THE CAREGROUP, INC. ANNUITY RETIREMENT PLAN WHICH, UNDER THE DEFINITIONS TO THIS FORM 990, IS CONSIDERED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PARTICIPANTS RECEIVE BOTH CURRENTLY TAXABLE AND DEFERRED BENEFITS FROM THIS PLAN AND ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7NON-FIXED PAYMENTS APG'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING APG'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, APG'S BUDGETED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY THE APG COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS.
PART IIISCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; EARNED TIME CASHED; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AND OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR, AS DENOTED BY THE LISTED TITLES. MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS APG. ADDITIONALLY, BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL NEEDHAM 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, BIDN AND HMFP RESPECTIVELY. CHRISTOFORO, JOHN DIRECTOR (EX-OFFICIO), PRESIDENT & CEO - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP MR. CHRISTOFORO BECAME THE PRESIDENT, CEO AND DIRECTOR (EX-OFFICIO) OF APG ON FEBRUARY 9, 2011. LEWIS, M.D., STANLEY DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A AFFILIATED PHYSICIANS GROUP SENIOR VICE PRESIDENT, NETWORK INTEGRATION - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - CARDIOVASCULAR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM AND HEART CENTER OF METROWEST, INC CARDIOLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PRESIDENT - CARDIOVASCULAR MANAGEMENT ASSOCIATES, INC. 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 AND HMFP HAS BEEN SEPARATELY REPORTED ON FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 437,559 INCENTIVE COMPENSATION: 95,254 OTHER REPORTABLE COMPENSATION: 9,863 DEFERRED COMPENSATION: 40,694 NON-TAXABLE BENEFITS: 16,296 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 48,618 INCENTIVE COMPENSATION: 10,584 OTHER REPORTABLE COMPENSATION: 1,096 DEFERRED COMPENSATION: 4,522 NON-TAXABLE BENEFITS: 1,811 DEFERRED COMPENSATION FOR DR. LEWIS INCLUDED A CHANGE IN SERP VALUE OF $15,815. LIEBMAN, JEFFREY H. PRESIDENT, CEO, DIRECTOR AND CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG) PRESIDENT AND CEO - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) MR. LIEBMAN RESIGNED FROM HIS POSITIONS AS PRESIDENT AND CEO OF BIDN AND APG IN JANUARY 2011. MR. LIEBMAN PERFORMED SERVICES FOR BOTH BIDN AND APG. MR. LIEBMAN WAS PAID DIRECTLY BY BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), THE SOLE MEMBER OF BIDN AND APG, AND AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AS REQUIRED BY FORM 990, MR. LIEBMAN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY APG: BASE COMPENSATION: 148,499 BONUS AND INCENTIVE COMPENSATION: 11,400 OTHER REPORTABLE COMPENSATION: 18,218 DEFERRED COMPENSATION: 6,125 NON-TAXABLE BENEFITS: 16,976 PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 148,499 BONUS AND INCENTIVE COMPENSATION: 11,400 OTHER REPORTABLE COMPENSATION: 18,218 DEFERRED COMPENSATION: 6,125 NON-TAXABLE BENEFITS: 16,976 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. LIEBMAN INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $47,375. ROSENBERG, M.D., STUART A. DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORP DBA AFFILIATED PHYSICIANS GROUP (APG) PRESIDENT & CHIEF EXECUTIVE OFFICER - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PRESIDENT & DIRECTOR - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. DIRECTOR - CONTINUING EDUCATION PROGRAM, INC., DBA BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION, INC. DIRECTOR - CARDIOVASCULAR MANAGEMENT ASSOCIATES, INC., DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPEDIC SURGERY FOUNDATION, INC DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION, INC. DIRECTOR - BETH ISRAEL DERMATOLOGY FOUNDATION, INC., PRESIDENT & DIRECTOR - CARDIOVASCULAR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DR. ROSENBERG JOINED THE APG BOARD ON JUNE 15, 2011. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 570,139 INCENTIVE COMPENSATION: 115,000 OTHER REPORTABLE COMPENSATION: 15,813 DEFERRED COMPENSATION: 45,938 NON-TAXABLE BENEFITS: 18,607 ZEIDEL, M.D. MARK L. DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) DIRECTOR (EX-OFFICIO) AND CHAIRMAN OF MEDICINE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHIEF OF MEDICINE - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT - BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION DIRECTOR - CARDIOVASCULAR MANAGEMENT ASSOCIATES HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. ZEIDEL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY 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 FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 322,636 INCENTIVE COMPENSATION: 450 OTHER REPORTABLE COMPENSATION: 7,553 DEFERRED COMPENSATION: 22,308 NON-TAXABLE BENEFITS: 8,234 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 322,636 INCENTIVE COMPENSATION: 450 OTHER REPORTABLE COMPENSATION: 7,553 DEFERRED COMPENSATION: 22,308 NON-TAXABLE BENEFITS: 8,234 PAYMENTS REPORTED BY BIDDM: BASE COMPENSATION: 4,310 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 2010 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 MEDICINE AT HMFP AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $141,479 BASE AND OTHER REPORTABLE COMPENSATION, $15,215 DEFERRED COMPENSATION AND $1,708 NON-TAXABLE BENEFITS. DESOCIO, MICHAEL INTERIM CHIEF FINANCIAL OFFICER - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG)SUPPLEMENTAL INFORMATION
PART IIIMR. DESOCIO BECAME THE INTERIM CHIEF FINANCIAL OFFICER OF APG ON MAY 2, 2011. SLOWEY, THOMAS CHIEF FINANCIAL OFFICER - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG) CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM MR. SLOWEY SERVED AS THE CHIEF FINANCIAL OFFICER OF APG THROUGH MAY 1, 2011. MR. SLOWEY SERVED AS THE CHIEF FINANCIAL OFFICER OF BIDN FOR THE FULL PERIOD COVERED BY THIS FILING. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE ENTIRE 2010 CALENDAR YEAR, MR. SLOWEY PERFORMED SERVICES FOR BOTH BIDN AND APG. AS REQUIRED BY THIS FORM 990, ALTHOUGH MR. SLOWEY WAS PAID DIRECTLY BY BIDN DURING THE 2010 CALENDAR YEAR, THE PORTION OF MR. SLOWEY'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY APG: BASE COMPENSATION: 100,304 BONUS AND INCENTIVE COMPENSATION: 4,750 OTHER REPORTABLE COMPENSATION: 554 DEFERRED COMPENSATION: 1,900 NON-TAXABLE BENEFITS: 114 PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 100,304 BONUS AND INCENTIVE COMPENSATION: 4,750 OTHER REPORTABLE COMPENSATION: 554 DEFERRED COMPENSATION: 1,900 NON-TAXABLE BENEFITS: 114 KEHLMANN, M.D., GLENN PHYSICIAN, INTERNAL MEDICINE - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG) CLINICAL INSTRUCTOR IN MEDICINE - HARVARD MEDICAL SCHOOL DURING THE PERIOD COVERED BY THIS FILING AND FOR THE ENTIRE 2010 CALENDAR YEAR, DR. KEHLMANN PERFORMED SERVICES FOR APG AND WAS COMPENSATED BY HMFP. AS REQUIRED BY THIS FORM 990, DR. KEHLMANN'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY APG: BASE COMPENSATION: 409,348 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,395 DEFERRED COMPENSATION: 29,400 NON-TAXABLE BENEFITS: 21,679 STARR-BRANDSTEIN, M.D., FERN D. PHYSICIAN, INTERNAL MEDICINE - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG) CLINICAL INSTRUCTOR IN MEDICINE - HARVARD MEDICAL SCHOOL DURING THE PERIOD COVERED BY THIS FILING AND FOR THE ENTIRE 2010 CALENDAR YEAR, DR. STARR-BRANDSTEIN PERFORMED SERVICES FOR APG AND WAS COMPENSATED BY HMFP. AS REQUIRED BY THIS FORM 990, DR. STARR-BRANDSTEIN'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY APG: BASE COMPENSATION: 404,950 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,725 DEFERRED COMPENSATION: 29,400 NON-TAXABLE BENEFITS: 27,947 KRIVOPAL, M.D., MARK PHYSICIAN, INTERNAL MEDICINE - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG) DURING THE PERIOD COVERED BY THIS FILING AND FOR THE ENTIRE 2010 CALENDAR YEAR, DR. KRIVOPAL PERFORMED SERVICES FOR APG AND WAS COMPENSATED BY HMFP. AS REQUIRED BY THIS FORM 990, DR. KRIVOPAL'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY APG: BASE COMPENSATION: 402,168 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,286 DEFERRED COMPENSATION: 29,400 NON-TAXABLE BENEFITS: 28,947 MUKHERJEE, M.D., ARUN PHYSICIAN, INTERNAL MEDICINE - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG) DURING THE PERIOD COVERED BY THIS FILING AND FOR THE ENTIRE 2010 CALENDAR YEAR, DR. MUKHERJEE PERFORMED SERVICES FOR APG AND WAS COMPENSATED BY HMFP. AS REQUIRED BY THIS FORM 990, DR. MUKHERJEE'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY APG: BASE COMPENSATION: 394,116 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,059 DEFERRED COMPENSATION: 29,400 NON-TAXABLE BENEFITS: 26,947 GLEYSTEEN, M.D., SUZANNE PHYSICIAN, INTERNAL MEDICINE - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG) CLINICAL INSTRUCTOR IN MEDICINE - HARVARD MEDICAL SCHOOL DURING THE PERIOD COVERED BY THIS FILING AND FOR THE ENTIRE 2010 CALENDAR YEAR, DR. GLEYSTEEN PERFORMED SERVICES FOR APG AND WAS COMPENSATED BY HMFP. AS REQUIRED BY THIS FORM 990, DR. GLEYSTEEN'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY APG: BASE COMPENSATION: 359,427 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,957 DEFERRED COMPENSATION: 29,400 NON-TAXABLE BENEFITS: 23,447SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MA DEVELOPMENT FINANCE AGENCY
043431814NONEAVAIL2011-09-15120280000REFUND ISSUES DATED 2/11/1998000
MA HLTH & ED FAC AUTH
04245601157586C3S22008-06-09377527010REFUND ISSUES DATED 1/19/1989, 9/23/1992, 8/12/2004000
MA HLTH & ED FAC AUTH
04245601157586CDK82004-08-12187125000REFUND ISSUES DATES 9/23/1992, 11/9/1994000

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount RetiredAmountRetiredAmount In Reserve FundAmountInReserveFundCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCredit EnhancementCreditEnhancement
1202800001199893282906721011
378911689204075167392928910013547500027256617127932058899376066144512011
187125000177336000179664310111466750007991727

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements1AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty1MngmentCntrctBondFinancdPrprty
Any Research Agreements1AnyResearchAgreements
Bond Counsel Routinely Engaged1BondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others0.00600PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00100PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00700TotalPrivateBusinessUse
Post Issuance Compliance Procdrs1PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICException To RebateExceptionToRebateSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminated
(no name)
01000
(no name)
00000
CITI BANK
0110001

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
ExplanationSCHEDULE K - EXPLANATORY STATEMENT CAREGROUP, INC., (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THAT SERVES AS A SUPPORT ORGANIZATION AND OVERSEES A REGIONAL HEALTH CARE DELIVERY SYSTEM COMPRISED OF TEACHING AND COMMUNITY HOSPITALS, PHYSICIAN GROUPS AND OTHER CAREGIVERS. CAREGROUP'S PURPOSES INCLUDE THE SUPPORT OF PERSONALIZED, PATIENT CENTERED CARE AND EXCELLENCE IN MEDICAL EDUCATION AND RESEARCH. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROW DEBT AS AN OBLIGATED GROUP. THE OBLIGATED GROUP MEMBERS ARE: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), 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 MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) REFLECTS THE COMBINED CAREGROUP OBLIGATED GROUP DEBT ISSUED AFTER DECEMBER 31, 2002 WITH AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF $100,000. SCHEDULE K PART 1F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES E BONDS: - TO FINANCE OR REFINANCE VARIOUS RENOVATION AND CONSTRUCTION PROJECTS AND CAPITAL EQUIPMENT ACQUISITIONS FOR BIDMC - 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 BIDN'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 MOUNT AUBURN HOSPITAL 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 JULY 13, 2004 SCHEDULE K, PART II, COLUMN A, LINE 1: 138,075,000 OF THE 2004C1&2 PORTION OF THE 2004 ISSUE WAS REFUNDED BY THE 2008 SERIES. 8,600,000 OF 2004D HAS REACHED MATURITY. SCHEDULE K, PART II, LINE 8 - YEAR OF SUBSTANTIAL COMPLETION OF PROJECT(S) THE PROJECTS FINANCED AND/OR REFINANCED WITH TAX-EXEMPT BOND FINANCING WERE COMPLETED, OR WILL BE COMPLETED, ON VARIOUS DATES. SCHEDULE K, PART II, COLUMN B, LINE 3: THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS OF THE ISSUE AND THE ISSUE PRICE IS, 1,348,679 OF INVESTMENTS EARNINGS EARNED TO DATE. SCHEDULE K, PART II, COLUMN B, LINE 11: THIS AMOUNT WAS SPENT ON THE TERMINATION OF THE 2004 SWAP AGREEMENT. SCHEDULE K, PART II, COLUMN A, B, & C, LINE 6: THE AMOUNTS LISTED IN THE REFUNDING ESCROW ARE THE REFUNDING PROCEEDS OF THE ISSUES BUT AS OF THE FISCAL YEAR END ONLY 1,187,000 OF PROCEEDS REMAIN IN THE 2011 ESCROW, ALL OTHER PROCEEDS HAVE BEEN DISBURSED. 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 BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, NEW ENGLAND BAPTIST HOSPITAL, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MOUNT AUBURN HOSPITAL, MOUNT AUBURN PROFESSIONAL SERVICES AND MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (IE CLEANING, PATIENT TRANSPORT, 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, 2011 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.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
P ROSENBERG
FAMILY OF S. ROSENBERG136563SALARY - SEE SCHEDULE O0
E ROSENBERG
FAMILY OF S. ROSENBERG50721SALARY - SEE SCHEDULE O0
S FREEDMAN MD
FAMILY OF M. ZEIDEL232710SALARY - SEE SCHEDULE O0

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierSCHEDULE L PART IV COLUMN (D)Identifier
Return ReferenceDESCRIPTION OF TRANSACTIONS INVOLVING INTERESTED PERSONSReturnReference
ExplanationSTUART A. ROSENBERG, MD, A DIRECTOR OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) AS OF JUNE 15, 2011 WHO ALSO SERVES AS A DIRECTOR (EX-OFFICIO) OF BIDMC, THE SOLE MEMBER OF APG, AND AS PRESIDENT AND CEO OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS MARRIED TO PATTI ROSENBERG, WHO PROVIDED NETWORK DEVELOPMENT SERVICES TO CARDIOVASCULAR MANAGEMENT ASSOCIATES, A SUPPORT ORGANIZATION OF BIDMC, DURING THE PERIOD COVERED BY THIS FILING. HER SALARY AND OTHER INCOME INCLUDE:BASE COMPENSATION: $111,750BONUS AND INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $3,633CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES:DEFERRED COMPENSATION: $20,250NON-TAXABLE BENEFITS: $930IN ADDITION DR. ROSENBERG'S DAUGHTER, ELIZABETH ROSENBERG, IS AN ULTRASOUND TECHNOLOGIST AT BIDMC. HER SALARY AND OTHER INCOME INCLUDE:BASE COMPENSATION: $45,564BONUS AND INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $0CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES: DEFERRED COMPENSATION: $1,428NON-TAXABLE BENEFITS: $3,729MARK L. ZEIDEL, M.D., A DIRECTOR OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) WHO ALSO SERVES AS DIRECTOR (EX-OFFICIO) OF BIDMC, AND CLINICAL CHIEF OF MEDICINE AT BIDMC/CLINICAL CHAIR OF MEDICINE AT HMFP, IS MARRIED TO SUSAN FREEDMAN, MD, A PHYSICIAN EMPLOYED BY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND MEDICAL CARE OF BOSTON MANAGEMENT CORP, D/B/A AFFILIATED PHYSICIANS GROUP (APG). HMFP IS INTEGRALLY RELATED TO BIDMC AND APG IS A SUPPORT ORGANIZATION OF BIDMC. HER SALARY AND OTHER INCOME INCLUDES:BASE COMPENSATION: $197,889BONUS AND INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $3,639CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES:DEFERRED COMPENSATION: $24,000NON-TAXABLE BENEFITS: $7,182BIDMC AND ITS AFFILIATES INCLUDING APG ALL MAINTAIN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLANS. FROM TIME TO TIME, APG, BIDMC OR ANOTHER AFFILIATE 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 APG CONFLICT OF INTEREST POLICY.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (18 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF ORGANIZATION MISSIONFORM 990, PART III, LINE 1MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) IS A NETWORK OF COMMUNITY BASED PHYSICIANS AND HOSPITALISTS AFFILIATED WITH BETH ISRAEL DEACONESS MEDICAL CENTER IN BOSTON, MA AND BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM IN NEEDHAM, MA. APG IS DEDICATED TO PROVIDING HIGH-QUALITY, CUTTING-EDGE CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK, REGARDLESS OF THE PATIENTS ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. IN ADDITION, APG PROVIDES MANAGEMENT AND SUPPORT SERVICES TO ITS NETWORK OF COMMUNITY BASED PHYSICIANS.
PROGRAM SERVICE ACCOMPLISHMENTS:FORM 990, PART III, LINE 4APRIMARY CARE SERVICES: MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) HAS APPROXIMATELY FORTY PHYSICIAN OFFICES THAT SPECIALIZE IN THE DELIVERY OF PRIMARY CARE AND FAMILY MEDICINE IN APPROXIMATELY TWENTY COMMUNITIES IN AND AROUND THE BOSTON, MA AREA. PRIMARY CARE PHYSICIANS ARE COMMUNITY BASED MEDICAL DOCTORS WHO GENERALLY PROVIDE THE FIRST CONTACT FOR A PATIENT WITH A NON-EMERGENT UNDIAGNOSED HEALTH CONCERN, AS WELL AS CONTINUING CARE FOR A VARIETY OF MEDICAL CONDITIONS, KEEPING CARE IN THE COMMUNITY WHEN IT IS APPROPRIATE. WHEN ADVANCED CARE IS NEEDED, PATIENTS HAVE SEAMLESS ACCESS TO LEADING-EDGE TREATMENT FROM BETH ISRAEL DEACONESS MEDICAL CENTER, A WORLD RENOWNED TERTIARY CARE ACADEMIC MEDICAL CENTER. DURING THE FISCAL YEAR COVERED BY THIS RETURN, APG PHYSICIANS HAD 355,744 PATIENT VISITS.
PROGRAM SERVICE ACCOMPLISHMENTS:FORM 990, PART III, LINE 4BHOSPITALIST PROGRAMS: APG HOSPITALISTS ARE PHYSICIANS WHO SPECIALIZE IN THE CARE OF THE HOSPITALIZED PATIENT AND THESE PHYSICIANS PROVIDE PATIENT CONTINUITY OF CARE FOR APG PATIENTS WHEN THEY ARE IN THE HOSPITAL. THEIR EXCLUSIVE FOCUS IS PROVIDING THE BEST PATIENT CARE FOR THE PATIENT DURING A HOSPITAL STAY. HOSPITALISTS ARE IN THE HOSPITAL THROUGHOUT THE DAY AND CAN QUICKLY FOLLOW-UP ON PATIENT PROGRESS AND TEST RESULTS, AND COMMUNICATE WITH THE PATIENT ON A ROUTINE BASIS WHILE HOSPITALIZED. THEY DO NOT SEE PATIENTS IN THE PRIMARY CARE OFFICES OR IN THE OUTPATIENT CLINICS SO THEIR SOLE FOCUS IS TO TREAT AND COORDINATE TREATMENT OF APG HOSPITALIZED PATIENTS BY COMMUNICATING WITH APG PATIENTS' PRIMARY CARE PHYSICIANS AS WELL AS ENSURING COORDINATION WITH ANY REQUIRED SPECIALISTS DURING A PATIENT'S HOSPITAL STAY.
PROGRAM SERVICE ACCOMPLISHMENTS:FORM 990, PART III, LINE 4CCARDIOLOGY SERVICES: APG MAINTAINS AN OFFICE IN EASTON, MA THAT SPECIALIZES IN CARDIOLOGY CARE AND PROVIDES COMPREHENSIVE CARDIOLOGY CONSULTATIVE SERVICES FOR ALL MANNER OF CARDIAC CONDITIONS, INCLUDING PRE-SURGICAL EVALUATION, AND ONGOING FOLLOW-UP FOR EXISTING CARDIOLOGY PATIENTS IN EASTON, MA. THIS PRACTICE PROVIDES NEEDED ACCESS TO THIS SPECIALIZED CARE FOR THE RESIDENTS OF THE BROCKTON-WHITMAN-EASTON AREA AS WELL AS SURROUNDING COMMUNITIES. FOR THE PERIOD COVERED BY THIS FILING, THIS OFFICE HAD 15,230 PATIENT VISITS AND PROCEDURES, PROVIDING THE FOLLOWING SERVICES: CARDIOLOGY CONSULTATION FOR OUTPATIENTS, CARDIAC REHABILITATION SERVICES, STRESS TESTING AND ECHOCARDIOGRAPHY.
STATEMENT RE AUDITED FINANCIAL STATEMENTSPART IV, QUESTION 12 AND 12ATHE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2011. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF BIDMC AND ITS SUBSIDIARIES, BETH ISRAEL DEACONESS HOSPITAL NEEDHAM (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP, INC. (APG), HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC., CARDIOVASCULAR MANAGEMENT ASSOCIATES, INC. AND ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER.
PART IV, QUESTION 24BINVESTMENT OF TAX EXEMPT BOND PROCEEDS BEYOND THE TEMPORARY PERIOD EXCEPTION PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS.
STATEMENT RE PAYROLLPART V, QUESTION 2BBETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), THE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG), SERVES AS APG'S COMMON PAY AGENT. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2010 FORM 990, APG IS REPORTING THE NUMBER OF FORMS W-2 ISSUED AS IF THEY HAD BEEN ISSUED DIRECTLY BY APG.
FORM 990, PART VI, SECTION A, LINE 6BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER. BIDMC, A FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, IS KNOWN FOR ITS EXEMPLARY PATIENT CARE, CONDUCTING "LEADING EDGE" CLINICAL AND BASIC SCIENCE RESEARCH AND SUPPORTING OUTSTANDING EDUCATIONAL PROGRAMS. BIDMC IS A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986 AS AMENDED, AND ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A AFFILIATED PHYSICIANS GROUP, INC. (APG).
FORM 990, PART VI, SECTION A, LINE 7ABIDMC DOES NOT APPOINT MEMBERS OF THE APG BOARD OF DIRECTORS, HOWEVER, BIDMC HAS THE RIGHT TO APPROVE APG'S DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BIN ADDITION TO WHAT IS NOTED ON PART VI, LINE 7A ABOVE, PURSUANT TO THE APG BY-LAWS, BIDMC HAS THE FOLLOWING RIGHTS: - THE POWER AND AUTHORITY TO APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS FOR APG AS WELL AS THE POWER TO APPROVE THE OVERALL STRATEGIC AND FINANCIAL PLANS FOR APG CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS OF THE MEMBER. IN ADDITION, UNDER CERTAIN CIRCUMSTANCES THE MEMBER ALSO APPROVES ANNUAL OPERATING BUDGET VARIANCES OF OVER $500,000 PER FISCAL YEAR; - TO APPROVE ANY CAPITAL EXPENDITURE NOT REFLECTED IN AN APPROVED CAPITAL BUDGET PROVIDED THAT THE PRESIDENT MAY APPROVE CAPITAL EXPENDITURES NOT REFLECTED IN AN APPROVED CAPITAL BUDGET TO THE EXTENT (IF ANY) APPROVED BY THE MEMBER PURSUANT TO A STANDING AUTHORIZATION AS REFLECTED IN A BOARD RESOLUTION ADOPTED BY THE MEMBER; - TO APPROVE THE BORROWING OF, OR INCURRENCE OF DEBT IN, ANY AMOUNT OTHER THAN (A) FOR PURPOSES OF SECURING WORKING CAPITAL FROM A LENDER WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER AND PURSUANT TO THEN EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER, AND (B) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS ANTICIPATED IN AND CONSISTENT WITH THE ANNUAL OPERATING BUDGET OR A CAPITAL BUDGET WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER FOR THE YEAR IN WHICH INCURRED; - TO SELECT IN CONSULTATION WITH THE AUDIT COMMITTEE OF THE MEMBER AND THE FINANCE AND AUDIT COMMITTEES OF APG, AN INDEPENDENT AUDITOR TO EXAMINE THE FINANCIAL ACCOUNTS OF APG; - TO APPROVE THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO OF ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENT BY APG; - TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OR APG OR ANY SUBSIDIARY, OR THE SALE, LEASE, TRANSFER, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF AOG OR ANY SUBSIDIARY; - TO APPROVE THE ELECTION OF ELECTED DIRECTORS, THE APPOINTMENT OF THE PRESIDENT OF APG, THE REMOVAL OF ANY ELECTED DIRECTOR OR THE PRESIDENT OF APG, AND THE FILLING OF VACANCIES IN BOARD SEATS HELD BY ELECTED DIRECTORS OR IN THE OFFICE OF PRESIDENT; - TO APPROVE THE APPOINTMENT OR REMOVAL OF THE MANAGED CARE CONTRACTING ORGANIZATION FOR APG, CONTRACTS INCLUDING MATERIAL EXCLUSIVITY OR NON-COMPETITION PROVISIONS, AND ANY MULTI-YEAR CONTRACT WITH AN ANNUAL BUDGET IMPACT OF $500,000 OR MORE, SHALL BE SUBJECT TO APPROVAL BY THE MEMBER. THE MEMBER IS ALSO AUTHORIZED TO ACT AS APG'S NON-EXCLUSIVE AGENT AND ATTORNEY-IN-FACT FOR PURPOSES OF NEGOTIATING AND EXECUTING MANAGED CARE CONTRACTS; - TO TAKE ACTION TO CAUSE ASSETS OF APG TO BE TRANSFERRED, OTHER THAN IN THE ORDINARY COURSE OF CONDUCT OF APG'S BUSINESS, TO THE MEMBER TO ADVANCE THE CHARITABLE PURPOSES OF THE MEMBER OR OF AN AFFILIATE OF THE MEMBER; AND, - OTHER POWERS AND RIGHTS AS VESTED BY LAW.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PREPARED BY DELOITTE TAX IN CONJUNCTION WITH THE FINANCE STAFF OF MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP, INC. (APG). THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF APG AND THE TAX DIRECTOR OF CAREGROUP, WHICH IS THE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC). BIDMC IS THE SOLE MEMBER OF APG. A COPY OF THE COMPLETE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS OF THE FILING ENTITY PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CCAREGROUP, INC. IS THE SOLE MEMBER OF BIDMC AND AS NOTED ABOVE, BIDMC IS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP, INC. (APG). CAREGROUP HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO APG. PURSUANT TO THAT POLICY, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF APG ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, DIRECTORS OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS WHICH MAY RESULT IN A CONFLICT OF INTEREST. IN ADDITION, ANY INDIVIDUAL WHO COMMENCES A TERM AS AN OFFICER, DIRECTOR OR KEY EMPLOYEE IS REQUIRED TO COMPLETE THE ANNUAL CONFLICT DISCLOSURE AT THE TIME SUCH POSITION COMMENCES. ALL ANNUAL DISCLOSURES ARE COLLECTED BY THE CAREGROUP DEPARTMENT OF INTERNAL AUDIT AND POSITIVE RESPONSES ARE PROVIDED TO AND REVIEWED BY CHIEF EXECUTIVE OFFICER AT APG FOR ULTIMATE DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW AND ACTION THROUGH THE OFFICE OF THE APG CHIEF EXECUTIVE OFFICER. PURSUANT TO THE CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. AS NOTED ABOVE, CAREGROUP, INC. IS THE SOLE MEMBER OF THE BIDMC AND BIDMC IS THE SOLE MEMBER OF APG. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE CAREGROUP TAX DEPARTMENT ISSUED A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE APG BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER APG OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR APG TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS.
FORM 990, PART VI, SECTION B, LINE 15MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. THE APG COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. BIDMC IS THE SOLE MEMBER OF APG AND THE BIDMC SENIOR VICE PRESIDENT SUPPORTS THE APG COMPENSATION COMMITTEE IN RETAINING COUNSEL TO PROVIDE COMPARABILITY DATA RELATED TO THIS PROCESS. THE APG 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/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 DATA PREPARED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. TO ENSURE INDEPENDENCE, NO APG STAFF THAT MIGHT PROVIDE ADMINISTRATIVE SUPPORT TO THIS COMMITTEE WAS PRESENT FOR THESE DISCUSSIONS. THE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS FOR THE CFO AND THE COMPENSATION PACKAGE FOR THE CEO WAS SUBMITTED TO THE FULL APG BOARD OF DIRECTORS FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. COMPENSATION OF THE APG CHIEF FINANCIAL OFFICER (CFO) AND CHIEF OPERATING OFFICER (COO) IS SET BY THE APG PRESIDENT/CEO BASED ON REFERENCE TO THE INDEPENDENT METRICS TO ENSURE THAT THE COMPENSATION IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE. THE CFO'S AND COO'S COMPENSATION IS THEN APPROVED BY THE APG COMPENSATION COMMITTEE AND THE APPROVAL IS DOCUMENTED IN THE COMMITTEE'S MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE FORM 990, FORM 990-T, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP, INC. 464 HILLSIDE AVENUE NEEDHAM, MA 02494
WRITTEN DOCUMENT RETENTION AND DESTRUCTIONFORM 990, PART VI, SECTION B, QUESTION 14AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG). APG DOES NOT MAINTAIN ITS OWN WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER, BIDMC HAS A WRITTEN RECORDS MANAGEMENT POLICY WHICH APG INFORMALLY USES FOR GUIDANCE.
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 5:TRANSFER FROM AFFILIATE 18,437,305. ROUNDING 3. TOTAL TO FORM 990, PART XI, LINE 5: 18,437,308.
OTHER CHANGES IN NET ASSETS OR FUND BALANCESPART XI LINE 5AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), IS A TERTIARY CARE ACADEMIC MEDICAL CENTER, FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, AN ENTITY EXEMPT FROM INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND THE SOLE MEMBER OF APG. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BIDMC TRANSFERRED FUNDS IN THE AMOUNT OF $18,437,307 TO SUPPORT APG'S CHARITABLE ACTIVITIES.
FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHTPART XII QUESTION 2B, 2C AND 2DAS PREVIOUSLY REPORTED IN THIS FILING, MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) IS A PUBLIC CHARITY AND A COMMUNITY HOSPITAL, EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ALSO AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER, A TERTIARY CARE ACADEMIC MEDICAL CENTER, FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, AN ENTITY EXEMPT FROM INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IS THE SOLE MEMBER OF APG. THE FINANCIAL RECORDS OF APG ARE AUDITED EACH YEAR AS PART OF THE BIDMC CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS, AND FOR THE PERIOD COVERED BY THIS FILING THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THESE FINANCIAL STATEMENTS. THIS PROCESS IS MONITORED AND REVIEWED INTERNALLY BY BOTH THE BIDMC AND BIDN AUDIT COMMITTEES.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (29 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVEBOSTONMA02215320058309TO PROVIDE EMERGENCY MEDICAL SERVICESMA501(C)(3)LINE 11A, IHARVARD MED FAC PHYS AT BIDMC0
BETH ISRAEL ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042997215TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BETH ISRAEL COMMUNITY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042776678INACTIVE CORPORATIONMA501(C)(3)LINE 7NONE0
BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043079630TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215208253452TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043030397TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215204974585TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
110 FRANCIS STREETBOSTONMA02215020671240TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC
148 CHESTNUT STNEEDHAMMA02492043229679THE OPERATION OF A HOSPITAL IN NEEDHAM, MA FOR THE TREATMENT, CARE AND RELIEMA501(C)(3)LINE 3BETH ISRAEL DEACONESS MEDICAL CENTER INC0
BETH ISRAEL DEACONESS MEDICAL CENTER AND CHILDREN'S HOSPITAL MEDICAL CARE C
300 LONGWOOD AVEBOSTONMA02215043200113THE OPERATION OF AN OUTPATIENT AMBULATORY CARE CENTER IN LEXINGTON, MAMA501(C)(3)LINE 11A, INONE0
BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION I
330 BROOKLINE AVEBOSTONMA02215042794855TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BETH ISRAEL DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043117601TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215222548374TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042571853TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
CARDIOVASCULAR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS
185 PILGRIM ROAD BOSTBOSTONMA02215043208878TO PROVIDE SPECIALIZED CARDIOVASCULAR MEDICAL SERVICES TO THE PATIENTS OF THMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
CARDIOVASCULAR MANAGEMENT ASSOCIATES INC
185 PILGRIM ROADBOSTONMA02215208550792TO FACILITATE COMPREHENSIVE CARDIOVASCUALR CARE, EDUCATION AND RESEARCH, WITMA501(C)(3)LINE 11A, IBETH ISRAEL DEACONESS MEDICAL CENTER INC0
CAREGROUP INC
109 BROOKLINE AVEBOSTONMA02215222629185TO DEVELOP AND COORDINATE A NON-DISCRIMINATORY INTEGRATED HEALTH CARE DELIVEMA501(C)(3)LINE 11D, III-ONONE0
CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHO
330 BROOKLINE AVEBOSTONMA02215043326928TO SUPPORT, PROMOTE AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUALMA501(C)(3)LINE 11A, INONE0
CONTINUING EDUCATION PROGRAM INC DBA BETH ISRAEL DEACONESS DEPARTMENT OF
401 PARK DRBOSTONMA02215043242952TO SUPPORT THE PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BETH ISRAEL DMA501(C)(3)LINE 11A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER0
JOSLIN CLINIC INC
ONE JOSLIN PLACEBOSTONMA02215222984590TO PROVIDE SPECIALY MEDICAL AND RESEARCH SERVICES FOR DIABETESMA501(C)(3)LINE 11A, INONE0
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STCAMBRIDGEMA02138042103606THE OPERATION OF A HOSPITAL IN CAMBRIDGE, MA FOR THE TREATMENT, CARE AND RELMA501(C)(3)LINE 3CAREGROUP INC0
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STCAMBRIDGEMA02138043026897TO SERVE CAMBRIDGE, MA AND THE SUROUNDING COMMUNITIES BY OFFERING MEDICAL CAMA501(C)(3)LINE 11A, IMOUNT AUBURN HOSPITAL0
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120042103612THE OPERATION OF AN ORTHOPEDIC SPECIALTY HOSPITAL IN BOSTON, MA FOR THE TREAMA501(C)(3)LINE 3CAREGROUP INC0
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVEBOSTONMA02120043326928TO PROVIDE OUTPATIENT MEDICAL SERIVES TO THE VAIOUS COMMUNITIES SERVICED BYMA501(C)(3)LINE 3NEW ENGLAND BAPTIST HOSPITAL INC0
RIVERBROOK CORPORATION
109 BROOKLINE AVEBOSTONMA02215042828955TO HOLD TITLE TO PROPERTY FOR CAREGROUP, INC.MA501(C)(2)CAREGROUP INC0
HARVARD MEDICAL COLLABORATIVE INC
25 SHATTUCK STBOSTONMA02115043476764TO COORDINATE AND PROVIDE STATEGIC PLANNING OPPORTUNITIES FOR HARVARD MEDICAMA501(C)(3)LINE 11A, INONE0
HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
375 LONGWOOD AVEBOSTONMA02215222768204TO PROVIDE GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BETHMA501(C)(3)LINE 9BETH ISRAEL DEACONESS MEDICAL CENTER INC0
HEART CENTER OF METROWEST INC
99 LINCOLN STBOSTONMA01702030390670TO PROVIDE OUTPATIENT MEDICAL SERVICES TO THE METROWEST COMMUNITIESMA501(C)(3)LINE 9CARDIOVASCULAR MANAGEMENT ASSOCIATES INC0
BETH ISRAEL DEACONESS MEDICAL CENTER INC
330 BROOKLINE AVENUEBOSTONMA02215042103881HOSPITALMA501(C)(3)LINE 30

Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
ADVANCED VASCULAR CARE LLC
375 LONGWOOD AVEBOSTONMA02215261647880TO PROVIDE MEDICAL SUPPORT SERVICESMAHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERRELATED00
BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION LLC
110 FRANCIS STREETBOSTONMA02215043426253TO PROMOTE THE HIGHEST QUALITY OF COORDINATED, SAFE AND COST EFFECTIVE PATIEMAHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERRELATED00
BE-WELL BODY SCAN LLC
25 BOYLSTON STREETCHESTNUT HILLMA02467260051016TO OPERATE A DIAGNOSTIC IMAGING CENTERMABIH RADIOLOGIC FOUNDATION INCRELATED00
CAREGROUP CLINICAL RESEARCH LLC
109 BROOKLINE AVEBOSTONMA02215300228711TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIPMANONENONE00
CAREGROUP INVESTMENT PARTNERSHIP LLP
109 BROOKLINE AVEBOSTONMA02215043278109INVESTMENT PARTNERSHIPMABETH ISRAEL DEACONESS MEDICAL CENTEREXCLUDED00
PHYSICIANS PROFESSIONAL SERVICES LLP
10 CABOT ROADMEDFORDMA02155043275078TO PROVIDE MEDICAL BILLING SERVICESMANONERELATED00

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntity
BIDMCCGSMC JV INC
400 HUNNEWELL STREETNEEDHAMMA02494264426847INACTIVE CORPORATIONMANONEC
CHESTNUT HEALTHCARE ALLIANCE INC
148 CHESTNUT STREETNEEDHAMMA02494043265117PHYSICIAN/HOSPITAL ORGANIZATIONMANONEC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

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