2011-08-15T08:36:03-05:00 2010-09-30 990 2009-10-01 043230035 Partners HealthCare System Inc PART 6177249841 Prudential Tower 800 Boylston Street Boston MA 02199 PETER K MARKELL 2011-08-11 2009 2016-02-24 21:20:13Z Gary L Gottlieb MD MBA 800 Boylston Street Boston MA 02199 769283423 false X http:www.partners.org X 1993 MA PARTNERS IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE 16 4 6065 0 11571565 -210856 131286751 291715447 440368049 455804083 -40569252 -22270388 14372318 14359084 545457866 739608226 52655778 101477353 0 0 333735565 341564708 109161 108000 2925549 260747629 245108715 647248133 688258776 -101790267 51349450 3042275384 3349320793 3117778975 3395258241 -75503591 -45937448 PARTNERS IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE false false 251268670 84195366 455804083 See Schedule O 251268670 true true false true false false false false true true false true false true true false false true false false false true false true true false false false false false false false false true true false false false false true true true false false true 4104 0 true 6065 true true true false false false false true true false false false 16 4 true false false false true true true true true false true true true true true true true true true true true false MA X PARTNERS FIN-TAX DIR 6177249841 529 MAIN STREET 5TH FLOOR Charlestown MA 02129 Jack Connors Jr 1.0 X 0 0 0 Anne M Finucane 1.0 X 0 0 0 Charles K Gifford 1.0 X 0 0 0 Albert A Holman III 1.0 X 0 0 0 Jay O Light 1.0 X 0 0 0 Maury E McGough MD 1.0 X 0 505917 62794 Carol C McMullen 1.0 X 0 0 0 Cathy E Minehan 1.0 X 0 0 0 G Marshall Moriarty Esq 1.0 X 0 0 0 Gary A Spiess Esq 1.0 X 0 0 0 Henri A Termeer 1.0 X 0 0 0 Dorothy A Terrell 1.0 X 0 0 0 David A Thomas 1.0 X 0 0 0 Andrew L Warshaw MD 1.0 X 0 899538 62262 Beverly Woo MD 1.0 X 0 181203 43217 James J Mongan MD 50.0 X X 1945829 0 206759 Gary L Gottlieb MD MBA 50.0 X X 0 1230744 410538 Mary C LaLonde 1.0 X 134383 0 36675 Patricia M Salamone 1.0 X 114122 0 20596 Peter K Markell 50.0 X 1114894 0 676859 Thomas P Glynn PhD 50.0 X 1184560 0 74836 John P Glaser 50.0 X 786103 0 141268 Jay B Pieper 50.0 X 906396 0 57607 Brent L Henry Esq 50.0 X 1730763 0 49028 G Allen Peckham 50.0 X 1222779 0 56778 Thomas H Lee Jr MD 50.0 X 948713 0 283613 Kathryn West 50.0 X 585111 0 53957 Michael T Manning 50.0 X 559040 0 53189 11232693 2817402 2289976 775 false true false ACCENTURE LLP PO Box 70629 CHICAGO IL 60673 Consulting Services 8126264 NetVersant New England Inc 100 Franklin Street BOSTON MA 02110 Technological Svcs. 2635319 Blue Cross Blue Shield of Massachus 41 Park Drive BOSTON MA 02215 Medical Claims Svcs 2095474 Ropes and Gray LLP 800 Boylston Street BOSTON MA 02199 Legal Services 2003774 Deloitte Consulting LLP 200 Berkeley Street BOSTON MA 02116 Consulting Services 1984227 150 288145057 3570390 5000 291715447 ADMINISTRATIVE FEE 561000 455804083 455804083 455804083 7325226 7325226 79583 79583 0 1364350 1364350 1364350 1364350 29675197 -29675197 -29675197 -163811 -29511386 0 0 0 MANAGEMENT SERVICE 561000 5476376 5476376 PARTNERSHIP INCOME 621400 192982 192982 CHILD CARE REVENUE 624410 1066376 1066376 6259000 6259000 12994734 739608226 455997065 11571565 -19675851 101477353 101477353 0 0 0 7400887 7400887 0 266659319 265073088 1586231 25438520 25438520 21131558 20686147 445411 20934424 20934424 0 12849616 12849616 1383444 1383444 922401 922401 108000 108000 0 22747422 22476141 271281 2226507 2226507 21665643 21586042 79601 27055840 27055840 0 24049651 23760909 288742 1724101 1704960 19141 0 513144 508537 4607 73579332 73579332 0 34693539 34693539 249559 249559 MEALS 1564888 1486355 78533 COMM BENEFIT EXP - SEE SCH O 5056317 5056317 OTHER RESEARCH EXPENSES 7429416 7429416 SYSTEM DEVELOPMENT FUNDING 144735000 -144735000 MISCELLANEOUS EXPENSES 7397895 7353893 44002 688258776 251268670 434064557 2925549 46225112 76436684 294336 86000 10968305 23091431 1720269309 1880977125 5654086 3714681 369153323 92439103 245067701 276714220 557475170 700838540 456321365 387462112 3042275384 3349320793 671292386 783628336 2262921786 2488303308 183564803 123326597 3117778975 3395258241 X -76947927 -47173448 294336 86000 1150000 1150000 -75503591 -45937448 3042275384 3349320793 X false true true X false X 90625412 109485748 117293782 131286751 291715447 740407140 90625412 109485748 117293782 131286751 291715447 740407140 740407140 18398788 25473554 26851546 21851217 21763893 114338998 854746138 1998525132 0.86623 0.83620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 1023117 false false 1023117 false Lobbying Expenses Part II-B The Corporation may on occasion review proposed legislation for the purpose of determining the effect upon its tax-exempt purposes. 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. 4740375 157159 370425 157159 5110800 4556070 166083 231385 213163 4740375 0.77000 0.23000 false false 17530986 17530986 28800661 6462782 22337879 24784535 9634289 15150246 170260562 76333189 93927373 127776579 8843 127767736 276714220 INVESTED CASH EQUIVALENTS 80768917 F EQUITIES 17618455 F U.S. GOV'T & FIXED INCOME SEC. 5423524 F PRIVATE PARTNERSHIPS & OTHER 47670820 F INV IN PARTNERS POOLED INV ACC 549356824 F 700838540 DEFERRED FINANCING COSTS 23073415 INVESTMENT IN PARTNERSHIP 2285724 OTHER ASSETS 48465556 CASH SURRENDER LIFE INSURANCE 6150482 DUE FROM AFFILIATES 178303935 SECURITIES LENDING ARRANGEMENT 129183000 387462112 0 SECURITIES LENDING ARRANGEMENT 123326597 123326597 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. true Europe (Including Iceland and Greenland) 0 0 Program Services Pat. Care, Res. & Educ 216691 East Asia and the Pacific 0 0 Program Services Pat. Care, Res. & Educ 5944 Middle East and North Africa 0 2 Program Services Pat. Care, Res. & Educ 132537 North America 0 0 Program Services Pat. Care, Res. & Educ 188742 Central America and the Caribbean 0 0 Program Services Pat. Care, Res. & Educ 8150 South America 0 0 Program Services Pat. Care, Res. & Educ 526 South Asia 0 0 Program Services Pat. Care, Res. & Educ 51395 0 2 603985 X X X X X X true PG Calc Inc Fundraising Strategy false 0 108000 0 0 108000 0 MA true PARTNERS CONTINUING CARE INC PRUDENTIAL TOWER 800 BOYLSTON STRE Boston MA 02199 260003495 501(c)(3) 82500000 TO SUPPORT ITS TAX EXEMPT AFFILIATES BRIGHAM AND WOMEN'SFAULKNER HOSPITALS INC 75 Francis Street Boston MA 02115 042312909 501(c)(3) 459866 TO SUPPORT ITS TAX EXEMPT AFFILIATES Boston Center for Independent Living 60 TEMPLE PLACE Boston MA 02111 042546595 501(c)(3) 32500 Community Benefit Program Community Works 25 WEST STREET Boston MA 02111 042762623 501(c)(3) 31000 Community Benefit Program Partners In Health 641 Huntington Avenue Boston MA 02115 043567502 501(c)(3) 57000 Community Benefit Program Health Care for All 30 WINTER STREET Boston MA 02108 043071598 501(c)(3) 189704 Community Benefit Program Kenneth B Schwartz Center 55 Fruit Street Boston MA 02114 042697983 501(c)(3) 34691 Community Benefit Program Whittier Street Health Center 1125 TREMONT STREET Roxbury MA 02120 042619517 501(c)(3) 80000 Community Benefit Program American Heart Association 7272 GREENVILLE AVENUE Dallas TX 75231 135613797 501(c)(3) 55000 Community Benefit Program Boston Red Sox Foundation 4 Yawkey Way Boston MA 02215 331007984 501(c)(3) 25000 Community Benefit Program Charlestown Recovery House 400 BLUE HILL DRIVE Westwood MA 02090 043505037 501(c)(3) 25000 Community Benefit Program Health Law Advocates 30 WINTER STREET Boston MA 02108 043298116 501(c)(3) 25000 Community Benefit Program Mattapan Community Health Center 1425 BLUE HILL AVENUE Mattapan MA 02126 042544151 501(c)(3) 491016 Community Benefit Program South End Community Health Center 1601 WASHINGTON STREET Boston MA 02118 042456134 501(c)(3) 25000 Community Benefit Program Massachusetts Association for Mental Health Inc 130 Bowdoin St Suite 309 Boston MA 02108 042104711 501(c)(3) 20000 Community Benefit Program Pine Street Inn 444 HARRISON AVENUE Boston MA 02118 042516093 501(c)(3) 20000 Community Benefit Program Mass League of Community Health Centers 40 COURT STREET Boston MA 02108 042507409 501(c)(3) 473867 Community Benefit Program ABCD 178 Tremont Street Boston MA 02111 237225337 501(c)(3) 15000 Community Benefit Program Big Sister Association 161 MASSACHUSETTS AVENUE Boston MA 02115 042150651 501(c)(3) 15000 Community Benefit Program Codman Square Health Center 637 WASHINGTON STREET Dorchester MA 02124 042678774 501(c)(3) 25000 Community Benefit Program National Alliance for the Mentally Ill 400 WEST CUMMINGS PARK Woburn MA 01801 042777012 501(c)(3) 7500 Community Benefit Program AIDS Action Committee 294 WASHINGTON STREET Boston MA 02108 222707246 501(c)(3) 10000 Community Benefit Program Arthritis Foundation 29 CRAFT STREET CHATHAM CENTER Newton MA 02458 042113261 501(c)(3) 12500 Community Benefit Program Camp Harbor View Foundation 200 Clarendon Street Boston MA 02116 753235491 501(c)(3) 150000 Community Benefit Program Catholic Charities Sixty-Six Canal Center Plaza Alexandria VA 22314 540505877 501(c)(3) 10000 Community Benefit Program Centro Latino de Chelsea 267 BROADWAY Chelsea MA 02150 222966645 501(c)(3) 10000 Community Benefit Program Fund for Boston Neighborhoods Inc City Hall PO BOX 961555 Boston MA 02196 046185609 501(c)(3) 20000 Community Benefit Program Hospitality Homes P0 BOX 15265 Boston MA 02215 043204112 501(c)(3) 15000 Community Benefit Program Project Bread- The Walk for Hunger 145 Border Street East Boston MA 02128 042931195 501(c)(3) 10000 Community Benefit Program South Boston Community Health Center 409 West Broadway Street South Boston MA 02127 042682152 501(c)(3) 205000 Community Benefit Program Institute for Community Health 101 Station Landing Medford MA 02155 043543853 501(c)(3) 220000 Community Benefit Program Uphams Corner Community Health 500 COLUMBIA ROAD Dorchester MA 02125 042708670 501(c)(3) 305500 Community Benefit Program Lynn Community Health Center 269 Union Street Lynn MA 01901 042525066 501(c)(3) 3846396 Community Benefit Program Childrens Hospital 300 Longwood Avenue Boston MA 02115 042774441 501(c)(3) 330000 Community Benefit Program East Boston Health Center 10 Gove Street East Boston MA 02128 237425849 501(c)(3) 1070000 Community Benefit Program Boston Foundation 75 Arlington Street Boston MA 02116 042104021 501(c)(3) 30000 Community Benefit Program Family Inc 186 SOUTH STREET Boston MA 02111 542076936 501(c)(3) 15000 Community Benefit Program Women of Means 148 LINDEN STREET Wellesley MA 02482 043487205 501(c)(3) 25000 Community Benefit Program Boston HealthCare for the Homeless 729 Massachusetts Avenue Boston MA 02118 043160480 501(c)(3) 182480 Community Benefit Program Mass Public Health Association 434 Jamaicaway Jamaica Plain MA 02130 042326503 501(c)(3) 35000 Community Benefit Program Nativity Prep 39 Lamartine Street Jamaica Plain MA 02130 043063140 501(c)(3) 10000 Community Benefit Program Biomedical Science Careers Program c/o Harvard Medical School 164 Longwood Avenue 2nd Floor Boston MA 02115 043241307 501(c)(3) 10000 Community Benefit Program Longwood Symphony Orchestra PO Box 886 Brookline MA 02446 042921296 501(c)(3) 10000 Community Benefit Program Louis D Brown Peace Institute 1452 Dorchester Avenue Dorchester MA 02122 263068254 501(c)(3) 10000 Community Benefit Program Mass Conference for Women PO Box 55071 75355 Boston MA 02205 202699177 501(c)(3) 10000 Community Benefit Program Pathways to Wellness 1601 Washington Street 3rd Floor Boston MA 02118 043131334 501(c)(3) 10000 Community Benefit Program Boston Medical Center - Thrive in Five c/o United Way of Massachusetts Bay Valley 51 Sleeper Street Boston MA 02210 043314093 501(c)(3) 91333 Community Benefit Program Fitz Urban Youth Sports c/o Northeastern University Sport i 360 Huntington Avenue Suite 510 IN Boston MA 02115 041679980 501(c)(3) 12000 Community Benefit Program Massachusetts General - Youth Care Community Serv YouthCare - MGH Charlestown 73 High Street Charlestown MA 02129 042697983 501(c)(3) 120000 Community Benefit Program Boston Public Health Commission (East Boston) 1010 Massachusetts Avenue Boston MA 02118 433166555 501(c)(3) 75000 Community Benefit Program Joint Commission for Children's HealthCare Everett City Hall 484 Broadway Room 27 Everett MA 02149 100001184 501(c)(3) 10000 Community Benefit Program Neighborhood Health Plan 253 Summer Street Boston MA 02210 042932021 501(c)(4) 5000000 Community Benefit Program Network Health 101 Station Landing Medford MA 02155 043476565 501(c)(3) 5000000 Community Benefit Program 52 1 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 false true X X X X X false true false false false false false false false Mary C LaLonde 125523 0 4000 0 4860 0 12048 0 24627 0 171058 0 0 0 Thomas P Glynn PhD 784430 0 82157 0 317973 0 33863 0 40973 0 1259396 0 0 0 Peter K Markell 962542 0 98318 0 54034 0 653038 0 23821 0 1791753 0 0 0 Maury E McGough MD 0 431249 0 41340 0 33328 0 40840 0 21954 0 568711 0 0 Andrew L Warshaw MD 0 536776 0 211771 0 150991 0 33860 0 28402 0 961800 0 0 Beverly Woo MD 0 154024 0 9914 0 17265 0 23786 0 19431 0 224420 0 0 James J Mongan MD 991714 0 652885 0 301230 0 183861 0 22898 0 2152588 0 0 0 Gary L Gottlieb MD MBA 0 986615 0 179157 0 64972 0 378194 0 32344 0 1641282 0 0 John P Glaser 559218 0 59772 0 167113 0 108494 0 32774 0 927371 0 85365 0 Jay B Pieper 543997 0 272864 0 89535 0 33864 0 23743 0 964003 0 0 0 Brent L Henry Esq 544023 0 58116 0 1128624 0 33862 0 15166 0 1779791 0 823891 0 G Allen Peckham 411283 0 43192 0 768304 0 33863 0 22915 0 1279557 0 223294 0 Thomas H Lee Jr MD 710297 0 70521 0 167895 0 252248 0 31365 0 1232326 0 0 0 Kathryn West 393050 0 41369 0 150692 0 33864 0 20093 0 639068 0 0 0 Michael T Manning 285331 0 200478 0 73231 0 33864 0 19325 0 612229 0 0 0 Listed Benefits Part I, Line 1a Financial planning services were provided to one of the officers listed on Form 990, Part VII. Although there was no written policy at the time, this benefit was reviewed in advance by the board level compensation committee and approved as terms of employment between the Officer and the organization. The committee was comprised of independent members of the board, and relied on data provided by an independent compensation consultant, which included comparable compensation for similarly qualified persons, in functionally comparable positions, at similarly situated organizations. The deliberations and decisions of the committee were documented in minutes of the meeting. This benefit was treated as taxable income and substantiated in writing. The organization has since adopted a written policy. 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 Brent L. Henry, Esq. - $922,489 G. Allen Peckham - $639,189 John Glaser - $74,631 Peter K. Markell - $319,177 James J. Mongan - $157,952 Kathryn West - $106,138 Jay Pieper - $19,803 Thomas P. Glynn - $256,115 Andrew L. Warshaw, M.D. - $25,000 Gary L. Gottlieb, M.D., M.B.A. - $344,333 Michael T. Manning - $17,817 Thomas H. Lee, M.D. - $218,387 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. Gary L. Gottlieb, M.D., M.B.A. Compensation Part II & Schedule J-2 Compensation reported for calendar year 2009 is for Dr. Gottlieb's services as the President of The Brigham and Women's/Faulkner Hospitals, Inc. (a tax-exempt related organization). None of the reported compensation relates to services provided to Partners HealthCare System, Inc. MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES D 042456011 57585K3N6 2003-05-28 346300000 Series D - See Schedule O false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES E 042456011 57585K4Q8 2003-06-12 62476437 Series E - See Schedule O false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F 042456011 57586CGW9 2005-06-10 411566153 Series F - See Schedule O false false MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5 042456011 57586CZL2 2007-06-07 326508722 Series G-5 - See Schedule 0 false false MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 042456011 57586CZW8 2007-06-07 380000000 Ser G-1,G-2,G-3,G-4,G-6-See Schedu false false 357828401 0 90608469 0 2026416 0 265193515 2005 true false true true 64682969 0 64125529 0 557439 0 0 1994 true false true true 419448101 0 69234694 0 5321595 0 344891812 2007 true false true true 329345063 0 153496369 0 2338149 0 173510545 2009 true true true true 386190828 0 0 0 7472698 0 378718130 2009 false false true true false false false false false 0.00000 0.00000 0.00000 true false false false false false true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false true true B StearnsJP Morgan 32.2 true Trinity Plus 2.4 true false true false false false false false true false true true B StearnsJP Morgan 35. true XL Asset Funding 1.8 true false true false false false true Citigroup Financial 1.7 true false false true true GoldmanSachsCitibnk 35. true Citigroup Financial 1.7 true false true L Connors Family - Connors 94298 Salary-Brigham & Women's Hosp. false D Shtasel Family - Gottlieb 202400 Salary-Mass General Phys. Org. false A Moriarty Family - Moriarty 138948 Salary-Brigham & Women's Hosp. false B Miller Family - Spiess 70065 Salary-North Shore Medical Ctr false J Cunningham Family - Woo 181984 Salary-Brigham & Women's Hosp. false E Woo Family - Woo 272619 Salary-General Hospital Corp. false B Woo Family - Woo 238076 Salary-General Hospital Corp. false Cardinal Health Mongan - Director 255644737 Health Products false Covidien Connors - Director 24903435 Health Products false Bank of America Finucane - Officer 5404974 Banking false Bank of America Gifford - Director 5404974 Banking false NSTAR Gifford - Trustee 18026493 Utilities false Medicalis Holman - Director 5970127 Decision Support false CRICO Moriarty - Director 84074655 Insurance false CRICO Minehan - Director 84074655 Insurance false CRICO Pieper - Director 84074655 Insurance false Becton Dickinson Company Minehan - Director 13425391 Medical Supplies false Eclipsys Pieper - Director 2056670 Information Technology false Abiomed Termeer - Director 543060 Products & Services false Genzyme Termeer - Director 2825517 Products false Genzyme Termeer - Director 300000 Scientific Meeting Revenue 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 The Brigham and Women's/Faulkner Hospitals, The Massachusetts General Hospital, The North Shore Medical Center, and Newton-Wellesley Hospital. 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. Please visit http://www.partners.org/about/about_giving.html for more information about specific Partners' programs and initiatives including the following: Center for Integration of Medicine and Innovative Technology, Dana-Farber/Partners CancerCare, Harvard-Partners Center for Genetics & Genomics, Partners AIDS Research Center, Partners Radiology, Partners Asthma Center, Partners Department of Orthopedic Surgery, Partners Telemedicine, Research Accelerator Program In addition, Partners is committed to working with community residents and organizations to make measurable, sustainable improvements in the health status of underserved populations. Key Accomplishments of Reporting Year In 2007, a $5M grant from Bank of America launched a loan repayment program for primary care physicians and nurse practitioners who commit to working at a community health center. To date, 113 providers have participated in the program providing care to an estimated 200,000 people. Primary care access coordinators connect Partners patients to primary care in hospital-based and community settings. To date, over 8,000 patients have been connected to care. Partners Community Health staff keep hospital and health center staff updated on public coverage changes; resolve access issues that arise; and work with state agencies to assure that programs work smoothly for patients and providers. Increasing access to quality health care in underserved communities. Partners provides care to 325,000 patients through its 21 licensed and affiliated health centers. Through career pipelines for young people, adult community residents, and incumbent workers, Partners creates employment opportunities for individuals and contributes to the economic health of communities in which they live. Please see the full-text version of the 2010 report on community benefit activities as filed with the Office of the Attorney General of the Commonwealth of Mass. (www.ago.state.ma.us). Form 990 Review Form 990, Part VI, Section A, Line 10 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 Vice President of Finance, the PHS Vice President of Human Resources and by the PHS General Counsel. The Vice President of Finance reviewed and signed the Form 990. The compensation disclosures were presented to and discussed with the PHS Compensation Committee at the June 13, 2011 meeting. The process for preparing and reviewing Form 990 was discussed at the May 11, 2011 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 XI, Line 2 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. Supplemental Tax Exempt Bond Information Form 990, Schedule K Part I Bond Issues (f) Description of Purpose Series D: Financing a portion of the construction of new space in an ambulatory care building and a portion of the construction of a parking garage; and the acquisition and installation of capital equipment and construction of improvements and renovations to existing facilities. Refinancing Massachusetts Health & Educational Facilities Authority Variable Rate Demand Revenue Bonds, Brigham and Women's Hospital Issue, Series A, issued 12/31/85. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Massachusettes General Hospital Issue, Series F, issued 12/2/92. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Brigham and Women's Hospital Issue, Series E, issued 10/12/93. Series E: Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Massachusetts General Hospital Issue, Series G, issued 8/31/93. Series F: Financing a portion of the following projects: tenant improvements and fit out of leased space; construction and renovation of operating rooms at an ambluatory surgery center; renovations to various clinical areas. Financing a portion of the following projects: acquisition of a facility and a small parcel of vacant land; construction of a cardiovascular center; the acquisition and installation of capital equipment and construction of improvements and renovations to various existing facilities. Financing a portion of the construction and renovation of facilities. Financing the acquisition and improvements of a portion of a building and installation of capital equipment therein. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Newton-Wellesley Hospital Issue, Series E, issued 9/20/95. Series G: Financing a portion of construction of a cardiovascular center. Financing the following projects: a portion of the construction of a building and a receiving dock; a portion of the cost of acquisition of condominium units; and renovations to clinical space. Financing renovations and improvements to inpatient clinical areas. Financing a portion of the following projects: construction and equipping of an ambulatory care center; the acquisition and installation of a system-wide revenue management system. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Partners HealthCare System Issue, Series A, issued 9/18/97. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Partners HealthCare System Issue, Series B, issued 4/28/99. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Newton-Wellesley Hospital Issue, Series G, issued 2/6/97. Series H: Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Partners HealthCare System Issue, Series G-1 and G-3, issued 6/28/07. Refinancing Massachusetts Health & Educational Facilities Authority Variable Rate Demand Revenue Bonds, Newton-Wellesley Hospital Issue, Series F, issued 11/16/1995. Series I: Financing a portion of the fit-out and equipping of an ambulatory care center. Financing a portion of the following projects: the construction of a building and a receiving dock; construction and equipping of a multi-specialty ambluatory care center; and renovations to clinical space. Financing renovations and improvements to inpatient clinical areas. Financing a portion of the cost of renovations, equipping and furnishing of clinical space to house a cancer center. Financing a portion of the following projects: the acquisition and installation of a system-wide revenue management system and an acute care documentation management system. Series J: Financing a portion of the following projects: the construction of a building and a receiving dock; construction and equipping of a multi-specialty ambluatory care center; and renovations to clinical space. Financing renovations and improvements to inpatient clinical areas. Financing a portion of the following projects: the acquisition and installation of a system-wide revenue management system and an acute care documentation management system. Financing renovations and improvements to an emergency department. Financing the acquisition of and improvements to a hospital facility. Financing planning costs including environmental remediation costs associated with the development of a new rehabilitation hospital facility. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Partners HealthCare System Issue, Series G-4, issued 6/28/07. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Partners HealthCare System Issue, Series A, issued 9/18/97. Refinancing Massachusetts Health & Educational Facilities Authority Revenue Bonds, Partners HealthCare System Issue, Series B, issued 4/28/99. Part II Proceeds (5) Issuance Costs from Proceeds: Series F: $5,321,595.07 costs of issuance includes $2,650,000.00 for credit enhancement. Series G: $7,472,698.00 includes $4,696,146.55 for credit enhancement. Series I: $2,672,151.71 includes $116,071.23 for credit enhancement. Part III Private Business Use: Series E: Not applicable pursuant to the instructions, as the bond issue consisted of the refunding of a pre-January 1, 2003 issue. Part III Private Business Use 3(a), 3(b), 3(c): Partners has no management or service contracts or research agreements relating to financed property. Part IV Arbitrage (1): Form 8038-T has not been filed as arbitrage rebate payments have not been required. 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). In addition, under the Partners Conflict of Interest Policy, any time an officer, director, trustee, or key employee is aware of a transaction in which his/her interest may create a conflict, he/she is required to provide full disclosure of the interest, and may not be involved in the institutional decision-making about the transaction. In addition, with respect to such transactions, 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 the Partners Board for appropriate action, which review is also documented. Joint Venture Policy Form 990, Part VI, Section B, Line 16b Partners HealthCare System, Inc. and affiliates are currently drafting a written joint venture policy which will safeguard the exempt mission of the organization in any joint venture with taxable entities. The written policy will be implemented during 2011. 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 CAROL MCMULLEN & PETER MARKELL - BUSINESS RELATIONSHIP CATHY MINEHAN & JAY PIEPER - BUSINESS RELATIONSHIP G. MORIARTY, JAY PIEPER & CATHY MINEHAN - 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. Two 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. Partners International Med Services LLC 800 Boylston Street Boston MA 02199 205281203 Patient Care MA 4091348 6385164 NA PD Production LLC 101 Merrimac Street 3rd Floor Boston MA 02114 562383458 Med Education MA 34152 490365 NA Partners Private Care LLC 1101 Worcester Road Framingham MA 01701 263871702 Home Health MA 0 0 PHC The Massachusetts General Hospital (MGH) 55 Fruit Street Boston MA 02114 041564655 Healthcare MA 501(c)(3) 7 NA The General Hospital Coporation 55 Fruit Street Boston MA 02114 042697983 Healthcare MA 501(c)(3) 3 MGH Massachusetts General Physicians Org 55 Fruit Street Boston MA 02114 042807148 Healthcare MA 501(c)(3) 9 MGH The MGH Health Services Corporation 55 Fruit Street Boston MA 02114 222717383 Healthcare MA 501(c)(3) 11a MGH The MGH Institute of Health Professions 36 First Avenue Charlestown MA 02129 042868893 Med Education MA 501(c)(3) 2 MGH McLean HealthCare Inc (MHC) 115 Mill Street Belmont MA 02478 204572876 Admin Support MA 501(c)(3) 11a MGH The McLean Hospital Corporation 115 Mill Street Belmont MA 02478 042697981 Healthcare MA 501(c)(3) 3 MHC Martha's Vineyard Hospital Inc (MVH) Linton Lane PO Box 1477 Oak Bluffs MA 02557 042104691 Healthcare MA 501(c)(3) 3 MGH WNR Inc 1 Linton Lane Oak Bluffs MA 02557 043419920 Nursing Svcs. MA 501(c)(3) 9 MVH Nantucket Cottage Hospital (NCH) 57 Prospect Street Nantucket MA 02554 042103823 Healthcare MA 501(c)(3) 3 MGH Nantucket Cottage Hospital Foundation 57 Prospect Street Nantucket MA 02554 043829745 Admin Support MA 501(c)(3) 11a NCH The Brigham & Women'sFaulkner Hos (BWF) 75 Francis Street Boston MA 02115 042921338 Admin Support MA 501(c)(3) 7 NA The Brigham and Women's Hospital (BWH) 75 Francis Street Boston MA 02115 042312909 Healthcare MA 501(c)(3) 3 BWF Biosciences Research Foundation Inc 75 Francis Street Boston MA 02115 222483849 Promote Res. MA 501(c)(3) 11a BWF BWH Research Inc 75 Francis Street Boston MA 02115 043011445 Med Research MA 501(c)(3) 11a BWF Brigham Community Practices Inc 75 Francis Street Boston MA 02115 222588069 Healthcare MA 501(c)(3) 9 BWF Brigham and Women's Phys Org (BWPO) 75 Francis Street Boston MA 02115 043466314 Healthcare MA 501(c)(3) 9 BWF BWH Anesthesia Res & Educ Foundation 75 Francis Street Boston MA 02115 043492603 Med Edu & Res MA 501(c)(3) 7 BWPO Brigham Medical Res & Edu Foundation 75 Francis Street Boston MA 02115 043539249 Med Res & Edu MA 501(c)(3) 11a BWPO Brigham & Women's Ob-Gyn Res & Edu 75 Francis Street Boston MA 02115 043494863 Med Res & Edu MA 501(c)(3) 7 BWPO Brigham Pathology Res & Edu Foundation 75 Francis Street Boston MA 02115 043541111 Med Res & Edu MA 501(c)(3) 11a BWPO Brigham Radiology Res & Edu Foundation 75 Francis Sreet Boston MA 02115 043425905 Med Res & Edu MA 501(c)(3) 11a BWPO BWH Radiation Oncology Res & Edu Found 75 Francis Street Boston MA 02115 030411731 Med Res & Edu MA 501(c)(3) 7 BWPO Faulkner Hospital Inc (FH) 1153 Centre Street Boston MA 02130 042768256 Healthcare MA 501(c)(3) 3 BWF West Roxbury Medical Group Inc 1828 Centre Street Boston MA 02132 043148310 Healthcare MA 501(c)(3) 11a FH Faulkner Breast Centre Inc 1153 Centre Street Boston MA 02130 043195325 Healthcare MA 501(c)(3) 11a FH Faulkner Community Medical Corporation 1153 Centre Street Boston MA 02130 043235613 Healthcare MA 501(c)(3) 11a FH Village Manor Nursing Home Inc 1153 Centre Street Boston MA 02130 042775265 Nursing Home MA 501(c)(3) 3 FH Partners Continuing Care Inc (PCC) Prudential Tower 800 Boylston Stre Boston MA 02199 260003495 Admin Support MA 501(c)(3) 11a NA Spaulding Rehabilitation Hospital Corp 125 Nashua Street Boston MA 02114 042551124 Healthcare MA 501(c)(3) 3 PCC Rehab Hospital of the Cape & Islands 311 Service Road East Sandwich MA 02537 043071419 Healthcare MA 501(c)(3) 3 PCC Shaughnessy-Kaplan Rehabilitation Hosp Dove Avenue Salem MA 01970 043067082 Healthcare MA 501(c)(3) 3 PCC Partners Home Care Inc (PHC) 281 Winter Street Waltham MA 02451 042918280 Home Health MA 501(c)(3) 9 PCC Partners Hospice Inc 48 Woerd Avenue 102 Waltham MA 02453 042730504 Home Health MA 501(c)(3) 7 PHC FRC Inc 101 Merrimac Street Boston MA 02114 222632121 Healthcare MA 501(c)(3) 3 PCC NSMC HealthCare Inc (NSHC) 81 Highland Avenue Salem MA 01970 043294420 Admin Support MA 501(c)(3) 11a NA North Shore Medical Center Inc 81 Highland Avenue Salem MA 01970 043399616 Healthcare MA 501(c)(3) 3 NSHC North Shore Physicians Group Inc 81 Highland Avenue Salem MA 01970 043080484 Healthcare MA 501(c)(3) 11a NSHC Newton-Wellesley HealthCare System(NWHC) 2014 Washington Street Newton MA 02462 204295282 Admin Support MA 501(c)(3) 11a NA Newton-Wellesley Hospital 2014 Washington Street Newton MA 02462 042103611 Healthcare MA 501(c)(3) 3 NWHC Newton-Wellesley Ambulatory Services 2014 Washington Street Newton MA 02462 222560501 Healthcare MA 501(c)(3) 11a NWHC Newton-Wellesley Hosp Charitable Found 2014 Washington Street Newton MA 02462 043455952 Fundraising MA 501(c)(3) 7 NWHC Newton-Wellesley Children's Corner Inc 2014 Washington Street Newton MA 02462 042650246 Child Care MA 501(c)(3) 9 NWHC Partners Harvard Medical International 131 Dartmouth Street Boston MA 02116 043197711 Med. Training MA 501(c)(3) 11a NA The Friends of The Brigham & Women's Hos 75 Francis Street Boston MA 02115 042239449 Fundraising MA 501(c)(3) 11a BWF Spaulding Hospital - Cambridge Inc 1575 Cambridge Street Cambridge MA 02138 270273715 Hospital MA 501(c)(3) 3 PCC BSC Inc 75 Francis Street Boston MA 02115 042987478 Communication MA BWF C 0 0 0.00000 Partners Community HealthCare Inc 800 Boylston Street Boston MA 02199 043236175 Healthcare MA NA C 219447000 129120000 1.00000 Newton-Wellesley Physician Hospital Org 2014 Washington Street Newton MA 02462 043209749 Healthcare MA NWHC C 0 0 0.00000 true true true true false false false false true true true false true true false true false false The Massachusetts General Hospital a 10892277 The Spaulding Rehabilitation Hospital Corp a 831512 FRC Inc a 255372 Sahughnessy-Kaplan Rehabilitation Hospital a 196176 The Brigham and Women's Hospital Inc a 25189231 The General Hospital Corporation a 8348110 The McLean Hospital Corporation a 736194 Rehabilitation Hospital of the Cape & Islands a 485371 Faulkner Hospital a 1098864 North Shore Medical Center a 8104082 Newton-Wellesley Hospital a 6687508 Partners Home Care a 11487 Partners Continuing Care a 200802 North Shore Phsyicians Group a 8523 The MGH Institute of Health Professions a 104347 Nantucket Cottage Hospital a 218637 Partners Continuing Care b 82500000 The Brigham and Women'sFaulkner Hospital b 459866 The Massachusetts General Hospital c 133419418 The General Hospital Corporation c 2217000 Massachusetts General Physicians Organization c 520000 The Spaulding Rehabilitation Hospital Corp c 288000 The McLean Hospital Corporation c 152000 The Brigham and Women's Hospital c 62274261 Brigham and Women's Physicians Organization c 334000 Faulkner Hospital c 114000 North Shore Medical Center c 308000 North Shore Phsycians Group c 44000 Newton-Wellesley Hospital c 13818364 McLean HealthCare c 3064344 The MGH Institute of Health Professions c 27000 The Brigham and Women'sFaulkner Hospital c 46661342 NSMC HealthCare c 10541136 Newton-Wellesley HealthCare System c 8537314 Partners Continuing Care Inc c 5826084 Newton-Wellesley Hospital d 4000000 North Shore Medical Center d 26800000 The General Hospital Corporation d 76000000 The Massachusetts General Hospital k 7960410 The General Hospital Corporation k 162664734 Massachusetts General Physicians Organization k 4425013 The Spaulding Rehabilitation Hospital Corp k 7963895 Rehabilitation Hospital of the Cape & Islands k 1199350 The Brigham and Women'sFaulkner Hospital k 1652369 Sahughnessy-Kaplan Rehabilitation Hospital k 1496273 Partners Home Care k 2677767 FRC Inc k 679928 Partners Continuing Care k 511174 Nantucket Cottage Hospital k 862271 The McLean Hospital Corporation k 8991832 The MGH Institute of Health Professions k 580607 MGH Health Services Corp k 70942 The Brigham and Women's Hospital k 129924501 Brigham and Women's Physicians Organization k 3019268 North Shore Medical Center k 22881316 Newton-Wellesley Hospital k 16562774 Partners Community Healthcare k 5476376