2011-05-16T14:37:30-05:00 2010-06-30 Edelstein and Company LLP 160 Federal Street 9th Floor Boston MA 021101772 990 2009-07-01 043326928 The Carl J Shapiro Institute for Education and Research at Harvard Medica CARL 6176670608 330 BROOKLINE AVENUE No E/ES2 BOSTON MA 022155400 CHRISTINE M COUGHLIN 6176670608 2011-05-16 1 6172276161 2011-05-16 2009 2016-02-24 21:20:13Z CHRISTINE M COUGHLIN 330 BROOKLINE AVENUE No E/ES2 BOSTON MA 022155400 134800 0 X SEE SCHEDULE O X 1996 MA THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE WILL PROVIDE INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES, AND FACULTY AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS, AND FELLOWS. 14 6 0 0 0 0 0 1230 108180 91136 19815 20625 0 0 127995 112991 110549 0 0 3450 0 0 1189201 262031 1299750 265481 -1171755 -152490 1973888 1450310 472460 5043 1501428 1445267 THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE WILL PROVIDE INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES, AND FACULTY AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS, AND FELLOWS. 0 0 5582 33141 SIMULATION AND SKILLS CENTER- THE CENTER PROVIDES OPPORTUNITIES FOR TRAINEES TO PRACTICE SKILLS FOR LAPARASCOPIC AND OTHER SURGICAL PROCEDURES. THE CENTER HAS SINCE EXPANDED TO INCORPORATE REALISTIC OPERATING AND INTENSIVE CARE/EMERGENCY ROOMS WHICH ALLOW FOR TEAM TRAINING AND DISCIPLINE-SPECIFIC EDUCATIONAL EXPERIENCES. THE CENTER'S RESOURCES INCLUDE A WIDE RANGE OF TASK TRAINERS AND SIMULATORS, VIDEOCONFERENCE FACILITIES AND DEDICATED FACULTY AND STAFF TO SUPPORT THE EDUCATION OF STUDENTS, TRAINEES, AND PRACTITIONERS IN ALL OF THE HEALTH CARE PROFESSIONS. 142348 PROFESSIONAL DEVELOPMENT- THE RABKIN FELLOWSHIP IS A ONE YEAR PROGRAM FOR CLINICIAN EDUCATORS THAT ALLOWS PARTICIPANTS TO ENGAGE IN WEEKLY EXPLORATIONS OF KEY TOPICS IN ADULT LEARNING, AND TO UNDERTAKE AN ANALYTIC STUDY OR EDUCATIONAL PROJECT ON AN IMPORTANT ISSUE IN MEDICAL EDUCATION. GRADUATES OF THIS HIGHLY SUCCESSFUL PROGRAM CONTINUE TO CONTRIBUTE TO THE MEDICAL EDUCATION COMMUNITY WHILE FURTHERING THEIR OWN CAREERS AS MEDICAL EDUCATORS. RESOURCE FACULTY PROGRAM- UTILIZING A NEW MODEL FOR FACULTY DEVELOPMENT, THE RESOURCE FACULTY BRINGS ART AND SCIENCE OF ADULT LEARNING TO THEIR COLLEAGUES IN EVERY CLINICAL DEPARTMENT THROUGOUT THE MEDICAL CENTER. 10310 57995 CONTINUING MEDICAL EDUCATION COURSES- THE INSTITUTE HAS SPONSORED COURSES ON "MAXIMIZING YOUR TEACHING SKILLS: PRINCIPLES OF MEDICAL EDUCATION". THE COURSE IS AN INTRODUCTION TO THE PRINCIPLES OF EFFECTIVE CLINICAL TEACHING FOR ADULT LEARNERS. THROUGH DIDACTIC AND INTERACTIVE SESSIONS, PARTICPANTS LEARN MODELS OF CLINICAL INSTRUCTION AND HOW TO APPLY THESE EFFECTIVE TECHINIQUES TO THEIR OWN TEACHING. THE COUSE WILL ALSO PROVIDE AN EXPLORATION OF CRITICAL THINKING, REFLECTION, ASSESSMENT, AND FEEDBACK. THE INSTITUTE ALSO PROVIDES A COUSE IN 'ESTABLISHING A SIMULATION & SKILLS TRAINING CENTER" THAT HELPS PARTICIPANTS PLAN, IMPLEMENT, AND MANAGE NEW SIMULATION AND SKILLS CENTERS IN THE PARTICIAPNTS RESPECTIVE MEDICAL EDUCATION INSTITUTIONS. 158240 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 14 6 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X CHRISTINE COUGHLIN 6176679120 330 BROOKLINE AVE EAST CAMPUS/ES-20 BOSTON MA 022155400 JEFFREY S FLIER MD 0.50 X X 0 554672 53180 PAUL F LEVY 0.50 X X 0 0 0 CAROL A HUGHES 0.50 X X 1079 85215 27259 LEWIS S EDELHEIT PhD 0.50 X 0 0 0 JULES DIENSTAG MD 0.50 X 0 0 0 CAROL R GOLDBERG 0.50 X 0 0 0 MARTHA GRAY PhD 0.50 X 0 0 0 JAMES HURST MD 0.50 X 0 700716 50497 MITCHELL T RABKIN MD 0.50 X 0 10231 2854 STUART A ROSENBERG MD 0.50 X 0 737586 61042 MARY ANN STEVENSON MD PHD 0.50 X 0 582188 67250 VIKAS SUKHATME MD PHD 0.50 X 0 510657 51318 MARK ZEIDEL MD 0.50 X 0 685397 60271 STEPHEN H ZINNER MD 0.50 X 0 0 0 RICHARD M SCHWARTZSTEIN MD 40.00 X 5345 422224 50711 6424 4288886 424382 0 0 1 0 0 1230 1230 PROGRAM FEES 900099 91136 91136 91136 434 434 42000 21809 20191 20191 20191 112991 91136 0 20625 3450 3450 5000 5000 222190 134525 87665 1400 1000 400 9443 1118 8325 1367 1367 14863 14863 5796 5796 DUES AND SUBSCRIPTIONS 1972 1917 55 265481 158240 107241 0 166331 24334 418224 106745 220045 35513 3000 69358 54346 20810 15012 485313 627652 1083219 0 218000 1973888 1450310 472460 5043 472460 5043 X -106310 -150110 709738 697377 898000 898000 1501428 1445267 1973888 1450310 X 1 0 1 X 0 X X 0 0 0 BETH ISRAEL DEACONESS MEDICAL CENTER 042103881 3 1 0 PRESIDENT & FELLOWS OF HARVARD COLLEGE 042103580 2 1 0 2 0 1607738 116954 129315 1595377 2208131 9456 -370199 239650 1607738 0.56290 0.43710 0 0 5589 4909 680 63769 49437 14332 15012 CARE GROUP INVESTMENT PARTNERSHIP 1083219 F 1083219 TRUST RESIDUARY 218000 218000 Part V, Line 4: Description of Intended Use of Endowment Funds: TEMPORARILY RESTRICTED NET ASSETS AT JUNE 30, 2010 CONSISTED OF THE FOLLOWING: MEDICAL EDUCATION $171,125 TRUST RESIDUARY $218,000 ACCUMULATED ENDOWMENT APPRECIATION $308,252 TOTAL TEMP. RESTRICTED $697,377 PERMANENTLY RESTRICTED NET ASSETS AS OF JUNE 30, 2010 CONSIST OF INVESTMENTS, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT THE FOLLOWING: EDUCATION TECHNOLOGY $500,000 MEDICAL EDCUATION $398,000 TOTAL PERM. RESTRICTED $898,000 Part X: Description of Uncertain Tax Positions Under FIN 48: The Institute has evaluated the tax positions taken on returns for open years and those expected to be taken on returns for the year ended June 30, 2010. It is management's belief that such tax positions are more likely than not to be sustained upon examination by tax authorities. Accordingly, no liability for uncertain tax positions has been reflected in these financial statements. Returns for tax years beginning with those filed for the year ended June 30, 2008 are open to examination. 1 X 0 0 0 0 0 0 0 0 0 JEFFREY S FLIER MD 0 545562 0 9110 0 0 0 31410 0 21770 0 607852 0 0 JAMES HURST MD 0 656911 0 43805 0 0 0 38205 0 12292 0 751213 0 0 STUART A ROSENBERG MD 0 574291 0 121000 0 42295 0 45938 0 15104 0 798628 0 0 MARY ANN STEVENSON MD PHD 0 552161 0 0 0 30027 0 45938 0 21312 0 649438 0 0 VIKAS SUKHATME MD PHD 0 422772 0 52500 0 35385 0 37598 0 13720 0 561975 0 0 MARK ZEIDEL MD 0 646395 0 0 0 39002 0 44412 0 15859 0 745668 0 0 RICHARD M SCHWARTZSTEIN MD 4651 367449 440 34741 254 20034 367 29032 266 21046 5978 472302 0 0 Form 990, Part VI, Section A, line 8b MINUTES ARE DOCUMENTED FOR THE BOARD OF TRUSTEE MEETINGS. HOWEVER, THERE IS NO COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE INSTITUTE FOLLOWS THE BETH ISRAEL DEACONESS MEDICAL CENTER CONFLICT OF INTEREST POLICY. IN ADHERENCE TO THE BIDMC CONFLICT OF INTEREST POLICY, FULL DISCLOSURE IS REQUIRED OF ALL EMPLOYEES AND TRUSTEES TO DETECT POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THE EXECUTIVE DIRECTOR OF THE INSTITUTE MONITORS AND ENFORCES THIS POLICY. Form 990, Part VI, Section B, line 15 THE BOARD OF TRUSTEES OF THE INSTITUTE SETS THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMPENSATION AMOUNTS FOR ALL OTHER STAFF PERSONS OF THE INSTITUTE ARE LEFT TO THE DISCRETION OF THE EXECUTIVE DIRECTOR BY THE BOARD OF TRUSTEES. Form 990, Part VI, Section C, line 19 ALL APPLICABLE DOCUMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON WRITTEN REQUEST. FORM 990 PART XI LINE 2C AUDIT COMMITTEE THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. FORM 990 PAGE 1 ITEM J WEBSITE ADDRESS www.bidmc.org/MedicalEducation/CarlJ,-d-,ShapiroInstituteforEducation andResearch.aspx BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 042103881 OPERATION OF A HOSPITAL MA 501(c)(3) LINE 3 N/A PRESIDENT & FELLOWS OF HARVARD COLLEGE MASSACHUSETTS HALL CAMBRIDGE MA 02138 042103580 OPERATION OF A COLLEGE MA 501(c)(3) LINE 2 N/A HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC 375 LONGWOOD AVE BOSTON MA 02215 222768204 PROVIDE GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC MA 501(c)(3) LINE 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0