BETH ISRAEL DEACONESS MEDICAL CENTER INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BETH ISRAEL DEACONESS MEDICAL CENTER INC (EIN 04-2103881)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201132279349304143
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T16:12:23-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BERKELEY STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103881 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beth Israel Deaconess Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETH | NameControl |
| Phone | 6176678000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 Brookline Ave | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN FISHER | Name |
| Title | Sr VP & CFO | Title |
| Phone | 6176678000 | Phone |
| Date Signed | 2011-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174372000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Steven Fischer | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 Brookline Ave | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1423293042 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.bidmc.harvard.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1915 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Tertiary Care Academic Medical Center | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10493 | TotalNbrEmployees |
| Total Nbr Volunteers | 562 | TotalNbrVolunteers |
| Total Gross UBI | 4638135 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1972739 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17994177 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19881329 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1182091340 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1260813029 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5423759 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9471303 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36282200 | OtherRevenuePriorYear |
| Other Revenue Current Year | 52083415 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1241791476 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1342249076 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19518104 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 29169627 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 577135936 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 607759044 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 112175 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 54750 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 8927328 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 634310190 | OtherExpensePriorYear |
| Other Expenses Current Year | 631568435 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1231076405 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1268551856 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10715071 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 73697220 | RevenuesLessExpensesCY |
| Total Assets BOY | 1308744806 | TotalAssetsBOY |
| Total Assets EOY | 1397911482 | TotalAssetsEOY |
| Total Liabilities BOY | 766068638 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 786723988 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 542676168 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 611187494 | NetAssetsOrFundBalancesEOY |
| Mission Description | Tertiary Care Academic Medical Center | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 825200915 | Expense |
| Revenue | 1011915382 | Revenue |
| Description | Clinical - See Schedule O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 241849000 | Expense |
| Grants | 29154627 | Grants |
| Revenue | 222400164 | Revenue |
| Description | Research - See Schedule O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 84407159 | Expense |
| Revenue | 26497483 | Revenue |
| Description | Teaching - See Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1151457074 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 1 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 425 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10493 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN DEVEAU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176671414 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 Brookline Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Anderson Carol F | |||||||||
| Director - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| Bufferd Allan | |||||||||
| Director & Treasurer-BIDMC | 5.00 | X | 0 | 0 | 0 | X | |||
| Chaikof MD PhD Elliot | |||||||||
| Dir (Ex-Officio) & CHF SURGERY | 60.00 | X | 0 | 0 | 0 | ||||
| CUTLER JOEL | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| HURST MDJAMES M | |||||||||
| DIRECTOR - (EX-OFFICIO) | 60.00 | X | 350359 | 350359 | 50497 | X | |||
| JICK DANIEL J | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| KAY STEPHEN B | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| LADD EDWARD | |||||||||
| DIR (EX-OFFICIO) - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| LEVY PAUL F | |||||||||
| DIR, PRESIDENT & CEO-BIDMC | 60.00 | X | 906997 | 0 | 35249 | X | |||
| LEWIS HARRIET | |||||||||
| DIRECTOR - SECRETARY/CLERK | 5.00 | X | 0 | 0 | 0 | X | |||
| LINDE DOUGLAS T | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| MacDowell Virginia | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| MANNING JACK | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| O'HANLEY RONALD | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| ROSENBERG MDSTUART A | |||||||||
| Dir,bidmc;pres/ceo,hmfp | 60.00 | X | 0 | 737586 | 61042 | ||||
| RYAN PATRICK T | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| SCHLICHTE HELEN CHIN | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| SILVERMAN LOIS E | |||||||||
| DIR (EX-OFFICIO)-BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| TURNBULL CLAYTON | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| WEENER DAVID H | |||||||||
| DIRECTOR - BIDMC | 5.00 | X | 0 | 0 | 0 | ||||
| ZEIDEL MD MARK L | |||||||||
| DIR & CHIEF (MED)-BIDMC | 60.00 | X | 343823 | 343823 | 60271 | ||||
| BUEHRENS ERIC P | |||||||||
| EXEC VP & COO - BIDMC | 60.00 | 646462 | 0 | 57828 | X | ||||
| FISCHER STEVEN | |||||||||
| SVP & CFO- BIDMC | 60.00 | 553079 | 0 | 43823 | X | ||||
| ARMSTRONG WALTER | |||||||||
| SVP CAP FAC - BIDMC | 60.00 | 434986 | 0 | 50111 | X | ||||
| MAURER RN MARSHA | |||||||||
| SVP CLINICAL OPS - BIDMC | 60.00 | 331493 | 0 | 35758 | X | ||||
| SHEEHAN JAYNE | |||||||||
| SVP AMBULATORY - BIDMC | 60.00 | 374201 | 0 | 37970 | X | ||||
| SUKHATME MDPhD VIKAS P | |||||||||
| SVP & CAO - BIDMC | 60.00 | 469804 | 40853 | 55425 | X | ||||
| ZANKMAN LISA | |||||||||
| SVP HR - BIDMC | 60.00 | 367312 | 0 | 38524 | X | ||||
| HALAMKA MD JOHN D | |||||||||
| SVP & CMIO - BIDMC | 60.00 | 403842 | 185361 | 40210 | X | ||||
| McGOVERN ESQ PATRICIA | |||||||||
| SVP GEN COUNSEL - BIDMC | 60.00 | 426097 | 0 | 41828 | X | ||||
| LAPING KRISTINE | |||||||||
| SVP DEVELOPMENT - BIDMC | 60.00 | 353697 | 0 | 38480 | X | ||||
| LIEBMAN JEFFREY H | |||||||||
| PRES & CEO - BIDN | 60.00 | 0 | 372342 | 34189 | X | ||||
| LEE ALICE | |||||||||
| VP BUS & TRANS - BIDMC | 60.00 | 307066 | 0 | 38261 | X | ||||
| ANDERSON DIANNE J | |||||||||
| FORMER SVP - BIDMC | 60.00 | 283279 | 0 | 32647 | X | ||||
| FISCHER MDJOSEF E | |||||||||
| FORMER DIR - BIDMC | 60.00 | 297082 | 0 | 42882 | X | ||||
| MOELLERING ROBERT C | |||||||||
| FORMER - BIDMC | 60.00 | 0 | 173542 | 6400 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6849579 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2203866 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 801395 | TotalOtherCompensation |
| Number Individuals GT100 K | 1025 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Harvard Medical Faculty Physc at BIDMC | |||||
| 375 Longwood Avenue | Boston | MA | 02215 | Physician Services | 102214577 |
| sodexho | |||||
| POBOX 905374 | charlotte | NC | 28207 | Food Services | 5296366 |
| william a berry & sons inc | |||||
| 99 conifer hill drive | danvers | MA | 01923 | Construction | 4124354 |
| caregroup Incorporated | |||||
| suite 300 109 brookline avenue | boston | MA | 02215 | Management Services | 4091778 |
| turner construction company | |||||
| 2 seaport lane | boston | MA | 022102068 | General contractor | 3696538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 208391 | FundraisingEvents |
| All Other Contributions | 19672938 | AllOtherContributions |
| Noncash Contributions | 563263 | NoncashContributions |
| Total Contributions | 19881329 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Medicare/Medicaid Pati | 900099 | 575499282 | 575499282 |
| Other Clinical Patient | 541700 | 436416100 | 436416100 |
| NIH Funded Research | 541700 | 147910223 | 147910223 |
| Sponsored Research | 541700 | 74489941 | 74489941 |
| Graduate Med Education | 611710 | 26497483 | 26497483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1260813029 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 437390 | TotalRevenueColumn |
| Exclusion | $437,390 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11295682 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 512670 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10783012 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10783012 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 682579 | UnrelatedBusinessRevenue |
| Exclusion | $10,100,433 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 89526812 | Securities |
| Other | 2000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 80494899 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9031913 | Securities |
| Other | 2000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9033913 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5155 | UnrelatedBusinessRevenue |
| Exclusion | $9,028,758 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 44153 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 208391 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 32594 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11559 | TotalRevenueColumn |
| Exclusion | $11,559 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 12190 | GrossIncomeGaming |
| Gaming Direct Expenses | 3803 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8387 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8387 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| Parking Revenue | 812930 | 18914963 | 23100 | $18,891,863 |
| Outreach Lab (UBIT) | 621500 | 3445890 | 3445890 | |
| Health Club Revenue | 900099 | 329436 | 29649 | $299,787 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18590168 | TotalRevenueColumn |
| Unrelated Business Revenue | 443375 | UnrelatedBusinessRevenue |
| Exclusion | $18,146,793 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 41280457 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1342249076 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1260813029 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4638135 | UnrelatedBusinessRevenue |
| Exclusion | $56,916,583 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29154627 | Total |
| Program Services | 29154627 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Program Services | 15000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4245343 | Total |
| Program Services | 1678914 | ProgramServices |
| Management And General | 2566429 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506447772 | Total |
| Program Services | 466369067 | ProgramServices |
| Management And General | 36030019 | ManagementAndGeneral |
| Fundraising | 4048686 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19439886 | Total |
| Program Services | 17594293 | ProgramServices |
| Management And General | 1670374 | ManagementAndGeneral |
| Fundraising | 175219 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40648253 | Total |
| Program Services | 36789108 | ProgramServices |
| Management And General | 3492904 | ManagementAndGeneral |
| Fundraising | 366241 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36977790 | Total |
| Program Services | 33467176 | ProgramServices |
| Management And General | 3177320 | ManagementAndGeneral |
| Fundraising | 333294 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4091778 | Total |
| Management And General | 4091778 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3476044 | Total |
| Management And General | 3476044 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975052 | Total |
| Management And General | 975052 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123250 | Total |
| Management And General | 123250 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54750 | Total |
| Fundraising | 54750 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129269696 | Total |
| Program Services | 111377216 | ProgramServices |
| Management And General | 15434714 | ManagementAndGeneral |
| Fundraising | 2457766 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1935085 | Total |
| Program Services | 407334 | ProgramServices |
| Management And General | 1524046 | ManagementAndGeneral |
| Fundraising | 3705 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155513386 | Total |
| Program Services | 154765622 | ProgramServices |
| Management And General | 653847 | ManagementAndGeneral |
| Fundraising | 93917 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67249392 | Total |
| Program Services | 61565444 | ProgramServices |
| Management And General | 5628935 | ManagementAndGeneral |
| Fundraising | 55013 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425085 | Total |
| Program Services | 245677 | ProgramServices |
| Management And General | 111903 | ManagementAndGeneral |
| Fundraising | 67505 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 636887 | Total |
| Program Services | 485235 | ProgramServices |
| Management And General | 151225 | ManagementAndGeneral |
| Fundraising | 427 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21847872 | Total |
| Program Services | 21847872 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72513261 | Total |
| Program Services | 57896563 | ProgramServices |
| Management And General | 14478156 | ManagementAndGeneral |
| Fundraising | 138542 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8091524 | Total |
| Program Services | 8078039 | ProgramServices |
| Management And General | 13485 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Research | 61932880 | 61932880 | 0 | 0 |
| CONTRACTED SERVICES | 22350584 | 21954732 | 355137 | 40715 |
| Bad Debt | 22161214 | 22161214 | 0 | 0 |
| Miscellaneous | 15101636 | 14400920 | 579903 | 120813 |
| uncompensated Care | 13614431 | 13614431 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30259378 | Total |
| Program Services | 15655710 | ProgramServices |
| Management And General | 13632933 | ManagementAndGeneral |
| Fundraising | 970735 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1268551856 | Total |
| Program Services | 1151457074 | ProgramServices |
| Management And General | 108167454 | ManagementAndGeneral |
| Fundraising | 8927328 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415084729 | BOY |
| EOY | 507406313 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37019624 | BOY |
| EOY | 40489539 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130323261 | BOY |
| EOY | 130908241 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8022365 | BOY |
| EOY | 8346643 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8555244 | BOY |
| EOY | 10040492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1842895803 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1335162046 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 524337827 | BOY |
| EOY | 507733757 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51822909 | BOY |
| EOY | 46006045 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98194797 | BOY |
| EOY | 114683268 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
| EOY | 250000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35134050 | BOY |
| EOY | 32047184 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1308744806 | BOY |
| EOY | 1397911482 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142501755 | BOY |
| EOY | 148844445 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46709184 | BOY |
| EOY | 64189608 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 453021208 | BOY |
| EOY | 432855154 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123836491 | BOY |
| EOY | 140834781 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 766068638 | BOY |
| EOY | 786723988 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380962484 | BOY |
| EOY | 438239084 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116935108 | BOY |
| EOY | 126058890 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44778576 | BOY |
| EOY | 46889520 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542676168 | BOY |
| EOY | 611187494 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1308744806 | BOY |
| EOY | 1397911482 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | 0 | Form4720Filed4955Tax |
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $123,250 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 123250 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | See Schedule O | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Additions During Year | 1664809 | AdditionsDuringYear |
| Distributions During Year | 1664809 | DistributionsDuringYear |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 150018022 | BeginningOfYearBalance |
| Contributions | 6925291 | Contributions |
| Investment Earnings Or Losses | 13662000 | InvestmentEarningsOrLosses |
| Other Expenditures | 9916000 | OtherExpenditures |
| End Of Year Balance | 160689313 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 148738525 | BeginningOfYearBalance |
| Contributions | 9044497 | Contributions |
| Investment Earnings Or Losses | 8406000 | InvestmentEarningsOrLosses |
| Other Expenditures | 16171000 | OtherExpenditures |
| End Of Year Balance | 150018022 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.29000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.71000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24282879 | OtherCostOrOtherBasis |
| Book Value | 24282879 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 305981464 | OtherCostOrOtherBasis |
| Depreciation | 228394482 | Depreciation |
| Book Value | 77586982 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 503568818 | OtherCostOrOtherBasis |
| Depreciation | 260233034 | Depreciation |
| Book Value | 243335784 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 288653502 | OtherCostOrOtherBasis |
| Depreciation | 232803131 | Depreciation |
| Book Value | 55850371 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 720409140 | OtherCostOrOtherBasis |
| Depreciation | 613731399 | Depreciation |
| Book Value | 106677741 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 507733757 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment through CIP | Description |
| Book Value | 114683268 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 114683268 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deferred research income | $8,400,794 |
| Funds Held in Trust | $2,586,410 |
| Funds Managed by others | $6,206,320 |
| Medical Malpractice | $705,000 |
| Post Retirement Benefits | $122,936,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 140834781 | TotalOfAmounts |
| Total Revenue | 1342249076 | TotalRevenue |
| Total Expenses | 1268551856 | TotalExpenses |
| Excess Or Deficit For Year | 73697220 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12278246 | NetUnrealizedGLOnInvestments |
| Other | -$17,464,140 | OtherAmount |
| Total Adjustments | -5185894 | TotalAdjustments |
| Excess Or Deficit Per FS | 68511326 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1325863000 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1325863000 | RevenueSubtotal |
| Other Revenues Not Included | 16386076 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 16386076 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1342249076 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1262192000 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1262192000 | ExpensesSubtotal |
| Other Expenses Not Included | 6359856 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6359856 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1268551856 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | EQUITY INTErest, limited partnership: 15459553. TRANSFER TO AFFILIATE: -1000000. TRANSFER TO AFFILIATE: -13800000. CHANGE IN PENSION FUNDED STATUS: -17743908. K-1 activity: -4353. FDS MANAGED GIFTS: -379786. rounding: 4354. |
| Part XII, Line 4b - Other Adjustments: | Rent: -512670. temp gifts: 2063458. perm gifts: 2110943. capital contributions: 3314608. fds managed gifts: 379786. restricted realized gains: 3950506. realized gains: 5081407. k-1 activity: 4353. Rounding: -6315. |
| Part XIII, Line 4b - Other Adjustments: | Rent: -512670. restricted withdrawals: 6601358. restricted investment expense: 270626. rounding: 542. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 7 | 1 | Program Service | Research | 228780 |
| Europe | 9 | 0 | Program Service | Research | 3734425 |
| North America | 1 | 0 | Program Service | Research | 75802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 17 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Total Amount Spent | 4039007 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Part IV | Identifier |
| Return Reference | Other Information | ReturnReference |
| Explanation | See Schedule O | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greta morgan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | planned giving | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 2494263 | GrossReceipts |
| Amount Retained By Contractor | 54750 | AmountRetainedByContractor |
| Net To Organization | 2439513 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2494263 | TotalGrossReceipts |
| Total Retained By Contractors | 54750 | TotalRetainedByContractors |
| Total Net To Organization | 2439513 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Boston realty advisors | NameOfEvent1 |
| Gross Receipts Event1 | 130955 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 109680 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21275 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 11700 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 3709 | OtherDirectExpensesEvent1 |
| Name Of Event2 | A reason ride for brain cancer | NameOfEvent2 |
| Gross Receipts Event2 | 97637 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 74759 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 22878 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5880 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 1189 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 349 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 9767 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 23952 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 23952 | CharitableContribOtherEvents |
| Gross Receipts Total | 252544 | GrossReceiptsTotal |
| Charitable Contributions Total | 208391 | CharitableContributionsTotal |
| Gross Revenue Total Events | 44153 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 5880 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 12889 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 349 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 13476 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 32594 | DirectExpenseSummaryEvents |
| Net Income Summary | 11559 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 12190 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 3225 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 578 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 12190 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 3225 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 578 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 3803 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 8387 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.50000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.50000 | PercentageOfGamingOthrFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | beth israel deaconess legal dept | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 brookline avenue | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
Gaming Manager Name Business GamingManagerNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 400.000000000000 | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 0 | ExpensesExceededBudget |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 25719893 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 13064857 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 12655036 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01020 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 124351822 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 101352949 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 22998873 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01850 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 150071715 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 114417806 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 35653909 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02870 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1612042 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1612042 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00130 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 87967389 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 23907517 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 64059872 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05140 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 11388418 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6306828 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5081590 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00410 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 224922256 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 224922256 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.18050 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2851860 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 2851860 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00230 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 328741965 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 30214345 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 298527620 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.23960 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 478813680 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 144632151 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 334181529 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.26830 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 253305 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 253305 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 253305 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 253305 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense | $5,348,290 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 285080310 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 288393879 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -3313569 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (4 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| LAZ Parking Ltd | |||
| Parking | 0.00000 | 0.00000 | 0.00000 |
| United Med Systems | |||
| Lithotripsy Services | 0.00000 | 0.00000 | 0.00000 |
| Sodexho Mgmt Serv | |||
| Food Services | 0.00000 | 0.00000 | 0.00000 |
| Propoco | |||
| Hsekeep and Patient Trans | 0.00000 | 0.00000 | 0.00000 |
Form990 Schedule H Part V Form990ScheduleHPartV
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beth Israel Deaconess Medical Center | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 Brookline Ave | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
| Er24 Hours | X | Er24Hours |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (102 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|---|---|
| AIDS Action Committee | ||||||||||
| c/o BIDMC | BOSTON | MA | 02215 | 5000 | Support Access to Care for AIDS Patients | |||||
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||||
| C/O BIDMC | BOSTON | MA | 02215 | 280396 | Research Sub-Award | |||||
| Albert Schweitzer Fellowship | ||||||||||
| 330 Brookline Avenue BR | Boston | MA | 02215 | To support the Schweitzer Fellowship's mission | 131982786 | 84000 | FMV | office Space and Operating Expenses | ||
| ARGONNE NATIONAL LABORATORY | ||||||||||
| C/o BIDMC | BOSTON | MA | 02215 | 15425 | Research Sub-Award | |||||
| BIDMCBACH (BIDMC is the fiscal sponsor) | ||||||||||
| 330 Brookline Avenue BR | Boston | MA | 02215 | 40500 | Research Sub-Award | 131982786 | ||||
| BIOSURFACES | ||||||||||
| C/O BIDMC | BOSTON | MA | 02215 | 79482 | Research Sub-Award | |||||
| BOSTON MEDICAL CENTER | ||||||||||
| C/o BIDMC | Boston | MA | 02215 | 69249 | Research Sub-Award | 501(c)(3) | ||||
| Boston Private Industry Council | ||||||||||
| 155 Seaport Blvd 11th Floor | Boston | MA | 02210 | 17500 | Vocational Development | 042879910 | ||||
| Boston Public Health Commission | ||||||||||
| 1010 Mass Ave | Boston | MA | 02118 | 10000 | Transportation for Cancer Patients who cannot afford transport to access healthcare | 043316655 | ||||
| Boston UniversityBoston University Medical Campus | ||||||||||
| C/o BIDMC | Boston | MA | 02215 | 137841 | Research Sub-Award | 501(c)(3) | ||||
| BRIGHAM AND WOMEN'S HOSPTIAL | ||||||||||
| C/o BIDMC | Boston | MA | 02215 | 3457422 | Research Sub-Award | 501(c)(3) | ||||
| BROAD INSTITUTE | ||||||||||
| C/o BIDMC | BOSTON | MA | 02215 | 212759 | Research Sub-Award | |||||
| Brookline Mental Health Center | ||||||||||
| 43 Garrsion Road | Brookline | MA | 02444 | 4500 | TO create a communications tool addressing the services provided by BMHC | 13150 | COST | Video Services | ||
| Carl J Shapiro Institute for Education and Research | ||||||||||
| C/O BIDMC | Boston | MA | 02215 | Medical Education | 675000 | COST | Office Space and Operating Expenses | 501(c)(3) | ||
| CARNEGIE MELLON UNIVERSITY | ||||||||||
| C/o BIDMC | BOSTON | MA | 02215 | 7973 | Research Sub-Award | 501(c)(3) | ||||
| Children's Hospital | ||||||||||
| C/O BIDMC | Boston | MA | 02215 | 2963239 | Research Sub-Award | 501(c)(3) | ||||
| CLEVELAND CLINIC FOUNDATION | ||||||||||
| C/O BIDMC | BOSTON | MA | 02215 | 30206 | Research Sub-Award | 501(c)(3) | ||||
| COLUMBIA UNIVERSITY | ||||||||||
| C/o BIDMC | BOSTON | MA | 02215 | 107327 | Research Sub-Award | 501(c)(3) | ||||
| Community Care Alliance LLC | ||||||||||
| 330 Brookline Avenue BR | boston | MA | 02215 | 25000 | Access to Healthcare | 043441711 | ||||
| CONSUMER QUALITY INITIATIVES INC | ||||||||||
| C/o BIDMC | BOSTON | MA | 02215 | 25000 | Research Sub-Award | |||||
| Dana Farber Cancer Institute | ||||||||||
| C/O BIDMC | Boston | MA | 02215 | 2496208 | Research Sub-Award | 501(c)(3) | ||||
| DANA FARBER PARTNERS CANCER CARE | ||||||||||
| C/O BIDMC | Boston | MA | 02215 | 560663 | Research Sub-Award | 501(c)(3) | ||||
| Dimock Community Heatlh Center dba New England Hospital | ||||||||||
| 55 Dimock St | Roxbury | MA | 02219 | 637481 | Access to Healthcare | 043487835 | ||||
| DUKE UNIVERSITY | ||||||||||
| C/O BIDMC | BOSTON | MA | 02215 | 364741 | Research Sub-Award | 501(c)(3) | ||||
| EMORY UNIVERSITY | ||||||||||
| C/O BIDMC | BOSTON | MA | 02215 | 59812 | Research Sub-Award | 501(c)(3) | ||||
| FENWAY COMMUNITY HEALTH | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 527914 | Research Sub-Award | |||||
| Fenway Health | ||||||||||
| 1340 Boylston St | boston | MA | 02215 | 786991 | Access to Healthcare | 042510564 | ||||
| FORSYTH INSTITUTE | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 123337 | Research Sub-Award | |||||
| FriendshipWorks Inc | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 10000 | Vocational Support -- General Operations/3 Years | 043204112 | ||||
| GE GLOBAL RESEARCH | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 172918 | Research Sub-Award | |||||
| GEISINGER CLINIC | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 22660 | Research Sub-Award | 501(c)(3) | ||||
| GEORGIA STATE UNIV RESEARCH FOUNDATION | ||||||||||
| c/o BIDMC | bostON | MA | 02215 | 28223 | Research Sub-Award | 501(c)(3) | ||||
| GEORGIA STATE UNIVERSITY | ||||||||||
| c/o BIDMC | bostON | MA | 02215 | 42672 | Research Sub-Award | 501(c)(3) | ||||
| GROUP HEALTH COOPERATIVE | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 25190 | Research Sub-Award | |||||
| HARTFORD HOSPITAL | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 12000 | Research Sub-Award | 501(c)(3) | ||||
| HARVARD CLINICAL RESEARCH INST | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 1014171 | Research Sub-Award | 501(c)(3) | ||||
| HARVARD PILGRIM HEALTH CARE INC | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 24715 | Research Sub-Award | 501(c)(3) | ||||
| HEALTH RESEARCH ASSOCIATION | ||||||||||
| c/o BIDMC | bostON | MA | 02215 | 32616 | Research Sub-Award | |||||
| HEBREW REHABILITATION CENTER | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 283880 | Research Sub-Award | |||||
| Hospitality Homes | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 10000 | Community Support | |||||
| Hyde Square Task Force Inc | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 6000 | Community Support | |||||
| IMEC America | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | To support the provision of Healthcare to those who might otherwise not receive it | 131596 | Fair Market Value | Medical Equipment and Supplies | |||
| INDIANA UNIVERSITY | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 3949 | Research Sub-Award | 501(c)(3) | ||||
| INVICROLLC | ||||||||||
| c/o bIDMC | Boston | MA | 02215 | 22800 | Research Sub-Award | |||||
| Jewish Vocational Services | ||||||||||
| 333 Nahanton St | Newton Center | MA | 02459 | 45000 | English as a Second Language for Staff | 042104357 | ||||
| JOHNS HOPKINS | ||||||||||
| c/o biDMC | bosTON | MA | 02215 | 121424 | Research Sub-Award | 501(c)(3) | ||||
| Joseph M Smith Community Health Center | ||||||||||
| 287 Western Ave | Allston | MA | 02134 | 233303 | Access to Healthcare | 237221597 | ||||
| JOSLIN DIABETES CENTER | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 714788 | Research Sub-Award | 501(c)(3) | ||||
| Kit Clark Senior Services | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 47500 | Access to Healthcare | 460516856 | ||||
| LAHEY CLINIC | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 5000 | Research Sub-Award | 501(c)(3) | ||||
| Mass League of Community Health Centers | ||||||||||
| c/o BIDMC | boston | MA | 02215 | 11875 | Access to Healthcare | 042507409 | ||||
| MASSACHUSETTS EYE & EAR INFIRMARY | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 9897 | Research Sub-Award | 501(c)(3) | ||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 2238274 | Research Sub-Award | 501(c)(3) | ||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||
| c/o BIDMC | bostON | MA | 02215 | 606907 | Research Sub-Award | 501(c)(3) | ||||
| MCLEAN HOSPITAL | ||||||||||
| c/o BIDMC | bostON | MA | 02215 | 246782 | Research Sub-Award | 501(c)(3) | ||||
| MEDICAL COLLEGE OF WISCONSIN | ||||||||||
| c/o BIDMC | boston | MA | 02215 | 6750 | Research Sub-Award | 501(c)(3) | ||||
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 84105 | Research Sub-Award | 501(c)(3) | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||
| c/o BIDMC | bostON | MA | 02215 | 306976 | Research Sub-Award | 501(c)(3) | ||||
| MICHIGAN STATE UNIVERSITY | ||||||||||
| c/o BIDMC | boston | MA | 02215 | 19665 | Research Sub-Award | 501(c)(3) | ||||
| NATIONAL INSTITUTES OF ALLERGY | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 491261 | Research Sub-Award | |||||
| NORTH SUFFOLK MENTAL HEALTH ASSOC | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 25671 | Research Sub-Award | |||||
| ON DIAGNOSTICS LLC | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 69441 | Research Sub-Award | |||||
| Outer Cape Health Services | ||||||||||
| PO Box 1944 | No Eastham | MA | 02651 | 147371 | Access to Healthcare | 042509828 | ||||
| PARTNERS HEALTHCARE | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 476675 | Research Sub-Award | 501(c)(3) | ||||
| PENNINGTON BIOMEDICAL RESEARCH CENTER | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 37650 | Research Sub-Award | |||||
| PHILLIPS RESEARCH NA | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 37605 | Research Sub-Award | |||||
| PRESIDENT & FELLOWS OF HARVARD COLLEGEHarvard Medical School | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 1432958 | Research Sub-Award | 501(c)(3) | ||||
| PUGET SOUND BLOOD CENTER | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 96825 | Research Sub-Award | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||
| c/o BIDMC | boston | MA | 02215 | 157432 | Research Sub-Award | 501(c)(3) | ||||
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||||
| c/o BIDMC | bostON | MA | 02215 | 371862 | Research Sub-Award | 501(c)(3) | ||||
| SALK INSTITUTE OF BIOLOGICAL STUDIES | ||||||||||
| c/o BIDMC | bostoN | MA | 02215 | 119618 | Research Sub-Award | |||||
| Sidney Borum Jr Health Services | ||||||||||
| 130 Boylston St | BOston | MA | 02116 | 87761 | Access to Healthcare | 042526357 | ||||
| SIEMENS CORPORATE RESEARCH INC | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 273861 | Research Sub-Award | |||||
| Sociedad Latina | ||||||||||
| c/o BIDMC | BOSTON | MA | 02215 | 6000 | Medical Escort Program Sponsorship | |||||
| South Cove Community Health Center | ||||||||||
| 145 South Street | BOston | MA | 02111 | 755049 | Access to Healthcare | 042501818 | ||||
| Spaulding Rehabilitation Hospital | ||||||||||
| c/o BIDMC | Boston | MA | 02215 | 30529 | Research Sub-Award | 501(c)(3) | ||||
| The Boston Center for Community and Justice | ||||||||||
| c/o BIDMC | BOston | MA | 02215 | 5000 | Community Support | |||||
| THE EMMES CORPORATION | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 44461 | Research Sub-Award | |||||
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||||||
| c/o BIDMC | bostON | MA | 02215 | 18372 | Research Sub-Award | 501(c)(3) | ||||
| Tufts University Tufts Medical Center | ||||||||||
| c/o BIDMC | BOston | MA | 02215 | 400711 | Research Sub-Award | 501(c)(3) | ||||
| U C REGENTS of California San Francisco | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 229472 | Research Sub-Award | 501(c)(3) | ||||
| UNIV OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 97917 | Research Sub-Award | 501(c)(3) | ||||
| UNIV OF TEXAS MEDICAL BRANCH GALVESTON | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 10953 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF CALIFORNIA AT SAN DIEGO | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 422313 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF ALABAMA | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 7380 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF COLORADO AT DENVER | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 21894 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF CONNECTICUT | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 273780 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF FLORIDA BOARD OF TRUSTEES | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 56895 | Research Sub-Award | 501(c)(3) | ||||
| University of Massachusetts Univ of Massachusetts Medical School | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 531288 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF MIAMI | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 2250 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF NEW MEXICO | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 120407 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF PITTSBURGH | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 556835 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF TEXAS SOUTHWESTERN Medical Branch | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 580784 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF VERMONT | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | 601902 | Research Sub-Award | 501(c)(3) | ||||
| UNIVERSITY OF WASHINGTON | ||||||||||
| c/o BIDMC | bOSTON | MA | 02215 | 271132 | Research Sub-Award | 501(c)(3) | ||||
| Various Indigent Patients -- Medication via Free Care Pharmacy | ||||||||||
| c/o BIDMC | bosTON | MA | 02215 | To provide prescription medications to those who cannot afford to purchase them | 121201 | Cost | Medication | |||
| VAR PATIENTS UNABLE TO PAY -- APT FOR BONE MARROW TRANSPLANT PATIENTS | ||||||||||
| 400 Brookline Ave | BOston | MA | 02215 | sterile housing for bone marrow trans patients | 117819 | Fair Market Value | Housing for Bone Marrow Transplant Patients | |||
| WAKE FOREST UNIVERSITY BAPTIST MED CTR | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 6750 | Research Sub-Award | 501(c)(3) | ||||
| WASHINGTON UNIVERSITY | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 39941 | Research Sub-Award | 501(c)(3) | ||||
| WAYNE STATE UNIVERSITY | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 275424 | Research Sub-Award | 501(c)(3) | ||||
| WEILL CORNELL MEDICAL COLLEGE | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 492057 | Research Sub-Award | 501(c)(3) | ||||
| YALE UNIVERSITY | ||||||||||
| c/o BIDMC | boSTON | MA | 02215 | 13136 | Research Sub-Award | 501(c)(3) | ||||
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SUPPORT FOR RESEARCH | TypeOfGrant |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 15000 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 1 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HURST MDJAMES M | |||||||||||||
| 328456 | 328456 | 0 | 0 | 21903 | 21903 | 19102 | 19102 | 6146 | 6146 | 375607 | 375607 | 0 | 0 |
| LEVY PAUL F | |||||||||||||
| 700911 | 0 | 120000 | 0 | 86086 | 0 | 10000 | 0 | 25249 | 0 | 942246 | 0 | 120000 | 0 |
| ROSENBERG MDSTUART A | |||||||||||||
| 0 | 574291 | 0 | 121000 | 0 | 42295 | 0 | 45938 | 0 | 15104 | 0 | 798628 | 0 | 0 |
| ZEIDEL MD MARK L | |||||||||||||
| 324322 | 324322 | 0 | 0 | 19501 | 19501 | 22206 | 22206 | 7930 | 7929 | 373959 | 373958 | 0 | 0 |
| BUEHRENS ERIC P | |||||||||||||
| 524912 | 0 | 69600 | 0 | 51950 | 0 | 6640 | 0 | 51189 | 0 | 704291 | 0 | 69600 | 0 |
| FISCHER STEVEN | |||||||||||||
| 436677 | 0 | 47087 | 0 | 69315 | 0 | 5784 | 0 | 38039 | 0 | 596902 | 0 | 47087 | 0 |
| ARMSTRONG WALTER | |||||||||||||
| 345997 | 0 | 30475 | 0 | 58514 | 0 | 2708 | 0 | 47403 | 0 | 485097 | 0 | 30475 | 0 |
| MAURER RN MARSHA | |||||||||||||
| 258773 | 0 | 15609 | 0 | 57111 | 0 | 5517 | 0 | 30241 | 0 | 367251 | 0 | 15609 | 0 |
| SHEEHAN JAYNE | |||||||||||||
| 282954 | 0 | 31550 | 0 | 59697 | 0 | 9061 | 2352 | 28909 | 0 | 412171 | 2352 | 31550 | 0 |
| SUKHATME MDPhD VIKAS P | |||||||||||||
| 388950 | 33822 | 48300 | 4200 | 32554 | 2831 | 34590 | 3008 | 12623 | 1098 | 517017 | 44959 | 0 | 0 |
| ZANKMAN LISA | |||||||||||||
| 258536 | 0 | 32234 | 0 | 76542 | 0 | 3691 | 0 | 34833 | 0 | 405836 | 0 | 32234 | 0 |
| HALAMKA MD JOHN D | |||||||||||||
| 304076 | 185361 | 40307 | 0 | 59459 | 0 | 6405 | 0 | 33806 | 0 | 444053 | 185361 | 40307 | 0 |
| McGOVERN ESQ PATRICIA | |||||||||||||
| 298831 | 0 | 41852 | 0 | 85414 | 0 | 4311 | 0 | 37517 | 0 | 467925 | 0 | 41852 | 0 |
| LAPING KRISTINE | |||||||||||||
| 270891 | 0 | 36214 | 0 | 46592 | 0 | 3750 | 0 | 34730 | 0 | 392177 | 0 | 36214 | 0 |
| LIEBMAN JEFFREY H | |||||||||||||
| 0 | 283320 | 0 | 30080 | 0 | 58942 | 0 | 4000 | 0 | 30189 | 0 | 406531 | 0 | 30080 |
| LEE ALICE | |||||||||||||
| 211855 | 0 | 28807 | 0 | 66404 | 0 | 5120 | 0 | 33141 | 0 | 345327 | 0 | 0 | 0 |
| ANDERSON DIANNE J | |||||||||||||
| 186407 | 0 | 32900 | 0 | 63972 | 0 | 4375 | 0 | 28272 | 0 | 315926 | 0 | 32900 | 0 |
| FISCHER MDJOSEF E | |||||||||||||
| 265414 | 0 | 0 | 0 | 31668 | 0 | 16171 | 0 | 26711 | 0 | 339964 | 0 | 0 | 0 |
| MOELLERING ROBERT C | |||||||||||||
| 0 | 157824 | 0 | 0 | 0 | 15718 | 0 | 0 | 0 | 6400 | 0 | 179942 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES | ||||||
| 042456011 | 57586CDK8 | 2004-08-12 | 187125000 | SEE SCH O | 0 | 0 |
| MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES | ||||||
| 042456011 | 57586C3S2 | 2008-06-09 | 377527010 | SEE SCH O | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Amount UnspentAmountUnspent | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|
| 187125000 | 177336630 | 9788370 | 1 | 0 | 1 | 1 | |||
| 377527010 | 204075167 | 3929290 | 1 | 0 | 0 | 1 | 29870999 | 38496027 | 121464123 |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 1 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Percentage Of Prvt Business Re UBI | 0.00700 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00700 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CRICORMF | |||
| DIRECTORS | 22806986 | SCH O | 0 |
| PATTI ROSENBERG | |||
| FAMILY MEMBER | 210404 | SCH O | 0 |
| SUSAN FREEDMAN MD | |||
| FAMILY MEMBER | 255677 | SCH O | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1896 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sales Price | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 145 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sales Price | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 563263 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sales Price | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 753 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sales Price | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EVENT REFRESHMENTS | 1 | 0 | N/A |
| X | Med Sup & Equip | 3 | 0 | N/A |
| X | JEWELRY | 7 | 607 | SALES PRICE |
| X | LUGGAGE | 2 | 615 | SALES PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | SEE SCHEDULE O | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (27 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | SEE SCH. O | |
| Form 990, Part VI, Section A, line 6 | SEE SCH. O | |
| Form 990, Part VI, Section A, line 7b | SEE SCH. O | |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the Chief Financial Officer of Beth Israel Deaconess Medical Center (BIDMC), the Tax Director of CareGroup, which is the Member of BIDMC and Deloitte Tax, LLP. The complete Form 990 is presented to the Audit Committee of BIDMC for review and discussion. A copy of the complete return 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 12c | SEE SCH. O | |
| Form 990, Part VI, Section B, line 15 | SEE SCH. O | |
| Form 990, Part VI, Section C, line 19 | The governing documents, Conflict of Interest Policy and Financial Statements are available to the general public upon request at the following location: Beth Israel Deaconess Medical Center Offices 330 Brookline Avenue Boston, MA 02215 | |
| FORM 990, PART XI, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. | |
| Part III - Statement of Program Service Accomplishments | To provide extraordinary care, where the patient comes first, supported by world-class education and research. The mission of the Beth Israel Deaconess Medical Center is to serve our patient compassionately and effectively, and create a healthy future for them and their families. Our mission is supported by our commitment to personalized, excellent care for our patients; a workforce committed to individual accountability, mutual respect and collaboration; and a commitment to maintaining our financial health. Line 4 - Description of the Three Largest Program Services Line 4a - Patient Care Beth Israel Deaconess Medical Center is passionate about leading-edge patient care. Our patients can be confident they are receiving treatments that are today's gold standard of care - or innovative therapies that will become the gold standard of tomorrow. We have developed six major comprehensive care centers that allow physicians and clinical staff from multiple disciplines - such as medicine, surgery, pathology, radiology, oncology, social work, and more - to work together so that our patients are receiving the most coordinated, comprehensive care possible. These centers include a Cancer Center, a Cardiovascular Institute, a Chest Disease Center, a Digestive Disease Center, a Spine Center, and a Transplant Institute. Other notable areas where we are leading the way in patient care include vascular services for patients with diabetes complications, a center for minimally invasive surgery, a state-of-the-art emergency room and level one trauma center, ahead of the curve imaging systems, care for the most routine pregnancies to the most complex, and the first center in New England to offer a dynamic new noninvasive radiation therapy. Some of the Medical Center's key statistics for FY 2010 regarding patient volume are identified in the following table: Inpatient Discharges 41,864 Outpatient Statistics Clinic encounters 537,014 Emergency Deparment visits 55,771 Radiology exams 197,650 Ambulatory Surgery cases 13,249 Radiation Therapy treatments 20,172 Charity Care The Medical Center provides care without charge or at amounts less than its established rates to patients who meet certain criteria under its charity care policy. Because the Medical Center does not pursue collection of amounts determined to qualify as charity care, they are not reported as revenue except to the extent reimbursed by the Massachusetts Health Safety Net Trust (Health Safety Net Trust). The Medical Center also makes payments to the Health Safety Net Trust to support the delivery of charity care to patients throughout Massachusetts. These payments are reported as a component of uncompensated care expense in the consolidated statements of operations. The Medical Center's net cost of charity care, including care for emergent services provided to non-paying patients and including payments to and receipts from the Health Safety Net Trust, was $12,656,000 in 2010: Charity Care, at cost 16,353,000 Payments to Health Safety Net Trust 9,278,000 Payments from Health Safety Net Trust (12,975,000) Net Charity Care 12,656,000 Other Uncompensated Care The Medical Center also provides care to patients who participate in other programs designed to support low income families, including particularly the Medicaid program, which is jointly funded by federal and state governments. The Massachusetts Health Reform Law provided an initiative for expansion of Medicaid coverage to greater populations and for enrollment of uninsured patients in other insurance programs. Payments from Medicaid and other programs which insure low income populations do not cover the cost of services provided. In aggregate, the cost of care provided by the Medical Center for such services exceeded reimbursement by $22,999,000 in 2010. The Medical Center also treats patients who participate in the Medicare program, the federally sponsored health insurance program for elderly or disabled patients. Because payments to hospitals have not kept pace with inflation in recent years, payments to the Medical Center for those services also do not cover the costs of services provided. In aggregate, the cost of care provided by the Medical Center for such services exceeded reimbursement by $4,047,000 in 2010. As also disclosed in this Form 990 Schedule H, Hospitals, reporting community benefits and charity care, this amount is comprised of $733,373 related to the provision of subsidized health services for inpatient psychiatric patients and $3,313,569 for all other Medicare covered clinical services. Bad Debts In addition to charity care and shortfalls in providing services to patients insured under state and federal programs, the Medical Center also incurs losses related to self pay patients who fail to make payments for services or insured patients who fail to pay coinsurance or deductibles for which they are responsible under insurance contracts. Bad debt expense is included in uncompensated care expense in the consolidated financial statements, and includes the provision for accounts anticipated to be uncollectible. The estimated cost of providing such services was approximately $5,348,000 in 2010 as also disclosed in this Form 990 Schedule H, Hospitals, reporting community benefits and charity care. Line 4b - Research The mission of Beth Israel Deaconess Medical Center is to be a world-class research institution where outstanding scientists work to develop new knowledge for the betterment of the health of our local and extended communities. The research program strives to be renowned for its bench-to-bedside model of translational research and for its collaboration with industry as a pathway for transferring the fruits of research into products that improve the quality of life. We commit to maintain a collaborative culture and modern, high-quality facilities, and to take full advantage of the unique relationships that exist among the Harvard Medical School and the Harvard teaching hospitals as well as reaching out and collaborating with nationally recognized and world renowned experts in various fields. BIDMC's notable research accomplishments include consistently being ranked in the top four in National Institutes of Health (NIH) funding among independent hospitals. BIDMC scientists continue to search for improved understanding of diseases and better treatments for patients, which in turn directly impact the lives of our patients and improve BIDMC's patient care. BIDMC investigators lead more than 850 active federal and industry sponsored projects and more than 500 clinical trials. This research is led by 264 principal investigators who are Harvard Medical School Faculty; the key areas of research include vascular biology, molecular imaging, transplantation, signal transduction, cancer biology, metabolic disease, neurobiology, AIDS, and cardiology/cardiac surgery. Our extraordinary faculty has established a culture that is collaborative and oriented toward translating new knowledge into novel medical treatments and patient care. Additional detail is included in Form 990, Schedule H. Line 4c - Teaching Our devotion to teaching, respect for students, and willingness to embrace technological and clinical practice innovation make BIDMC a top choice among medical students and health care professionals. We train hundreds of medical students, interns and residents, as well as professionals in nursing, social work and the allied health sciences. The Medical Center has 9 approved residency programs with over 400 Residents and 31 Clinical Fellow Programs with over 150 Fellows. Staff physicians at BIDMC who hold faculty appointments at Harvard Medical School instruct the doctors of tomorrow through supervision of their daily patient care and a range of interactive learning experiences. The Carl J. Shapiro Institute for Education and Research at Harvard Medical School and BIDMC, a support organization of BIDMC and an integral component of the Center for Education at BIDMC, is both a "think tank" for advancing medical education and a unique training resource. Within the Center, the Carl J. Shapiro Simulation and Skills Center provides high-tech learning experiences on topics ranging from minimally invasive surgery to intensive care, and offers unique opportunities for faculty members to share years of collective experience in mastering the art of science and medicine with their students. It also offers an exceptional opportunity and extension of more traditional methods for medical students and residents to practice and hone their medical and surgical skills. Additional detail is included in this Form 990, Schedule O as it pertains to Schedule H. | Line 1 - Description of Organization's Mission |
| Part IV, Question 12 and 12A - Statement re Audited Financial Statements | The Boston, MA office of KPMG issued an unqualified opinion on the consolidated audited financial statements of Beth Israel Deaconess Medical Center (BIDMC) and Affiliates for fiscal year ended September 30, 2010. These statements were prepared in accordance with generally accepted accounting principles (GAAP) and included the accounts of BIDMC and its subsidiaries, Medical Care of Boston Management Corporation, d/b/a Affiliated Physicians Group, Beth Israel Deaconess Hospital - Needham, Inc., 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 V, Question 2a Statement re Payroll Beth Israel Deaconess Medical Center (BIDMC) serves as the common pay agent for the following entities for which it also serves as Member or which serve as the BIDMC Member: CareGroup, Medical Care of Boston Management Corp d/b/a Affiliated Physicians Group (APG) and Beth Israel Deaconess Hospital - Needham (BIDN). In accordance with Instructions to the 2009 Form 990, BIDMC is reporting only those Forms W-2 issued to its own employees. Forms W-2 issued by BIDMC as agent for CareGroup, APG and BIDN are reported by those entities as if issued directly by them. Part V, Question 7g Contributions of Intellectual Property Beth Israel Deaconess Medical Center (BIDMC) did not receive any contributions of intellectual property and as such, was not requires to file Form 8899. Part V, Question 7h Contributions of Cars, Boats, Airplanes and Other Vehicles Beth Israel Deaconess Medical Center (BIDMC) did not receive any contributions of cars, boats, airplanes or other vehicles and as such, was not requires to file Form 1098-C Part VI Section A line 2 Business and Family Relationships The following individuals have business relationships which arise from their roles as Officers, Directors and/or Key Employees of Beth Israel Deaconess Medical Center and its affiliated entities: Carol Anderson, Elliott Chaikof, Steven Fischer, James M. Hurst, Stephen B. Kay, Virginia MacDowell, Stuart A. Rosenberg, Mark L. Zeidel, Lois Silverman, Paul F. Levy, Marsha Maurer and Vikas Sukhatme. Part VI Section A line 6 Statement re Members or Stockholders Part VI Section A line 7a Statement re Election of Members of Governing Body Part VI Section A Line 7b Statement re Decision of Governing Body Subject to Approval CareGroup, Inc. serves as the sole Member of BIDMC. According to BIDMC bylaws, CareGroup approves but does not elect members of the governing body. According to BIDMC's bylaws, as sole Member, CareGroup has the following rights: - To approve annual operating and capital budgets; - To approve unbudgeted capital expenditures in excess of five percent (5%) of the most recent approved annual capital budget; - To approve any unbudgeted capital commitment in excess of $20 Million; - To select the independent auditor to examine the financial accounts; - To approve the borrowing or incurrence of debt in any amount, other than (i) for the purpose of securing working capital from a lender approved by the Member and pursuant to then existing loan documentation containing the terms and provisions relating to such borrowing approved by the Member and, (ii) debt incurred in the ordinary course of business which is in the Member approved annual budget; - To approve any voluntary dissolution, merger or consolidation of BIDMC, the sale or transfer of all or substantially all of BIDMC's assets, the creation, acquisition or disposal of any subsidiary or affiliated corporation, or the entering into any joint venture or other partnership arrangements by BIDMC; - The power and authority to initiate and take any of the following actions: any voluntary dissolution, merger or consolidation of BIDMC, the sale or transfer of all or substantially all of BIDMC's assets, the creation, acquisition or disposal of any subsidiary or affiliated corporation, or the entering into any joint venture or other partnership arrangements by BIDMC; - The exclusive power and authority to initiate any bankruptcy or insolvency action on behalf of BIDMC or any of its subsidiaries; and, - Other powers and rights as vested by law. Part VI Section B Line 12c - Explanation of Monitoring and Enforcement of Conflicts Beth Israel Deaconess Medical Center (BIDMC) has a comprehensive Conflict of Interest Policy. In addition, Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center (HMFP) is an integrally related entity to BIDMC and employs the majority of physicians providing patient care at BIDMC. HMFP also has a comprehensive Conflict of Interest Policy. Pursuant to these policies, all Officers, Directors and Key Employees of both BIDMC and HMFP are required to complete an Annual Conflict Disclosure which is designed to require disclosure of any business relationships maintained by Officers, Directors or Key Employees and their immediate family members which may result in a conflict of interest. Pursuant to these policies, many individuals in addition to those reported on the tax returns are required to complete an Annual Conflict Disclosure. For instance, physicians on any Medical Executive Committee or with an administrative role in a department down to a Section Chief are required to disclose annually, and in the case of administrators the group required to disclose annually includes individuals down to the level of a supervisor. 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. Because of the integral relationship between these entities, many individuals are covered by both the BIDMC and the HMFP Conflict policies and annual disclosure requirement and as such, all annual disclosures are reviewed by either the BIDMC Office of Business Conduct, the HMFP Compliance Oversight Committee, or in cases of overlapping responsibilities, the responses are reviewed by both departments for determination of any potential or actual conflict. Further, for BIDMC the relationship may be referred to the Conflict of Interest Committee, a subcommittee of the Compliance Committee, for review and management. Any activity that requires action under the Conflict of Interest Policy is subject to ongoing review and action through the BIDMC Office of Business Conduct, HMFP Compliance Oversight Committee, and the BIDMC General Counsel's office. 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. CareGroup, Inc. is the sole member of BIDMC. A summary of the Annual Disclosures is provided to the CareGroup Tax Director for review in order to completely and accurately process and complete Form 990 Schedule L, Transactions with Interested Persons. | Statement re Audited Financial Statements |
| Part VI Section B Line 15a and 15b | Beth Israel Deaconess Medical Center (BIDMC) has a Compensation Committee that is composed of members of the Board of Directors. All members are independent. The Compensation Committee establishes the policies and the compensation structure of the CEO, COO, CFO, Clinical Chiefs of Service, Chief Academic Officer, Chief Information Officer, General Counsel, Sr. Vice Presidents and Vice Presidents The Compensation Committee is responsible for assuring that the total compensation provided to these individuals is fair and reasonable using current and credible market practice information and that it complies with applicable legal and regulatory guidelines. In setting compensation, the Compensation Committee relied upon written compensation surveys/studies produced by an independent compensation consulting firm that regularly assesses executive compensation and benefits of similar organizations. The Compensation Committee met to review the compensation structure of the individuals described above and at that time reviewed the compensation survey prepared by the independent compensation consulting firm. To ensure independence, the Senior Vice President of Human Resources recused herself from discussions and voting related to her own compensation package and from discussions related to the President and CEO's compensation package. The Compensation Committee then voted to approve the compensation arrangements of all individuals described above EXCEPT for the CEO. The compensation package for the CEO voted by the Compensation Committee was submitted to the full Board of Directors for approval. All deliberations were contemporaneously documented in minutes. The compensation of the BIDMC CEO was then also approved by the CareGroup Compensation Committee. CareGroup is the sole member of BIDMC. Subsequent to the vote of the Committee, the outside consulting firm provided a "reasonableness letter" attesting to the independence of the Committee and reasonableness of the executive compensation. Part VI Section C Line 18 The governing documents, Conflict of Interest Policy and Financial Statements are available to the general public upon request at the following location: Beth Israel Deaconess Medical Center Offices 330 Brookline Avenue Boston, MA 02215 Part VII - Detail of Other Revenue Line 11d All other revenue Total UBI Excluded IS Support Services to Affiliates and Others 5,005,370 415,302 4,590,068 Cafetereia 4,235,722 4,235,722 BIDPO recovery 2,452,240 2,452,240 Lexington Health Center 1,535,754 1,535,754 Rebates/royalty 1,304,379 1,304,379 Brandeis Health Services 1,061,539 1,061,539 Gift shop income 770,993 770,993 Miscellaneous Other Revenue 2,224,171 28,073 2,196,098 Line 11d 18,590,168 443,375 18,146,793 Part IX - Detail of Other Expenses Telephone 2,706,874 Postage 1,934,121 Printing 2,439,115 Snow 382,129 Software 6,146,416 Storage 170,172 Minor Med Equip 1,207,714 Food 2,797,789 Membership 863,668 Taxi/Ambulance 1,325,563 Net Assets released from restriction 6,601,358 Miscellaneous 3,654,460 30,259,378 Part XI Question 2b, 2c and 2d - Financial Statements and Committee Oversight As previously reported in this filing, Beth Israel Deaconess Medical Center (BIDMC) is a public charity and a tertiary care academic medical center, exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The financial records of BIDMC 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 the BIDMC Audit Committee. Schedule C Part II-B - Description of Lobbying Activities Beth Israel Deaconess Medical Center (BIDMC) engaged in some lobbying efforts on behalf of itself and other affiliated network entities. Additionally, BIDMC pays 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. Lobbying costs associated with these combined lobbying activities was $123,250 for the fiscal year ended September 30, 2010. Total lobbying expenditures were minimal and not substantial based on revenues. Schedule D Parts IV and XIV - Custodian Arrangements Beth Israel Deaconess Medical Center (BIDMC) is the sole member of Beth Israel Deaconess Hospital - Needham (BIDN) which is a community hospital exempt under section 501(c)(3) of the Internal Revenue Code of 1986, as amended. BIDN does not maintain its own development staff and instead, as part of the relationship between the entities, the BIDMC development staff solicits and processes contributions for BIDN. Upon receipt, the contributions are deposited into a BIDMC account. At the end of each month the total of the deposits are transferred from BIDMC to BIDN. Schedule D Part V Endowment - Beth Israel Deaconess Medical Center Endowment Fund Under the Medical Center's current long-term investment spending policy, which is within the guidelines specified under Massachusetts state law, 5% of the average of the fair value of qualifying long-term investments applied to a three-year moving average with a one-year lag is appropriated as stated by the donor. During FY 2010 $982,897 was appropriated of which $153,006 was related specifically to free care. In establishing these policies, the Medical Center considered the expected return on its endowment and its programming needs. Accordingly, the Medical Center expects the current spending policy to allow its endowment to maintain its purchasing power and to provide a predictable and stable source of revenue for the annual operating budget. Additional real growth will be provided through new gifts or excess investment return. Schedule F Part IV -- Supplemental Information Grants to entities outside the United States are related to and further Beth Israel Deaconess Medical Center's (BIDMC) mission to improve the health of all patients and to engage in cutting edge research. Fund recipients provide BIDMC with reports documenting use of such funds. Schedule G Part III -- Gaming From time to time Beth Israel Deaconess Medical Center (BIDMC) offers a raffle to raise funds to further the purposes of BIDMCs mission. BIDMC registers annually for the required permit(s) and submits summaries of such activities, and the required fees, to the Commonwealth of Massachusetts. Form 990 Schedule H Part VI Supplemental Information The purpose of this Form 990 Schedule H narrative disclosure, is to help the reader understand in more detail how Beth Israel Deaconess Medical Center (BIDMC or Medical Center) cares for its community by providing Charity Care and Certain Other Community Benefits, as well as Community Building Activities. As demonstrated in this Schedule H, just under 27% of BIDMC's total expenses are incurred in providing Charity Care and Certain Other Community Benefits at Cost. BIDMC prepares an annual Community Benefit Report which is submitted to the Massachusetts Attorney General each year. That filing is available for public inspection at the Attorney General's Office and on their website and at BIDMC upon request. A copy is attached annually to the BIDMC Form 990 filing. There are some differences between the Massachusetts Attorney General definition of Charity Care and Community Benefits and the Internal Revenue Service (IRS) definition of Community Care and Community Benefits. As such, there are variances between this Schedule H disclosure and the report BIDMC filed with the Attorney General's office. | Description of Process to Determine Compensation of the Organizations CEO a |
| Charity Care and Certain Other Community Benefits - Charity Care and Means Tested Government Programs Charity Care As reported in the BIDMC consolidated financial statement and in this Form 990 Schedule H, the Medical Center's net cost of charity care, including care for emergent services provided to non paying patients and including payments to and receipts from the Health Safety Net Trust, was $12,656,000 in fiscal year ended September 30, 2010 and has been reported on this Schedule H. See additional information below in this Schedule H narrative. Other Uncompensated Charity Care - Medicaid and Medicare In addition to the charity care reported above, the Medical Center also provides care to patients who participate in other programs designed to support low income families, including particularly the Medicaid program, which is jointly funded by federal and state governments. The Massachusetts Health Reform Law provided an initiative for expansion of Medicaid coverage to greater populations and for enrollment of uninsured patients in other insurance programs. Payments from Medicaid and other programs which insure low income populations do not cover the cost of services provided. During the fiscal period covered by this filing, 15.4% or 181,534 of BIDMC's patient encounters were with Medicaid patients. This translated to $101,352,942 in Medicaid revenue which was less than the cost of care provided by the Medical Center for such services by $22,999,000, as reported on this Schedule H. Medicare is the federally sponsored health insurance program for elderly or disabled patients and BIDMC provides care to patients who participate in the Medicare program. During the fiscal period covered by this filing, 23.4% or 276,243 of BIDMC's patient encounters were with Medicare patients. This translated to $287,749,641. However, because payments to hospitals through this government sponsored program have not kept pace with inflation, revenue collected was less than the cost of services by $4,046,942. Of that amount, $733,373 relates to the provision of inpatient psychiatric care and is reported on this Schedule H as a subsidized health service. Although BIDMC considers the provision of all clinical care to Medicare patients as part of its community benefit, the additional Medicare shortfall of $3,313,569 is not quantified on page 1 of the Schedule H, per the IRS instructions. Rather it has been separately reported in Schedule H Part III as required. Bad Debts In addition to charity care and shortfalls in providing services to patients insured under state and federal programs, the Medical Center also incurs losses related to self pay patients who fail to make payments for services or insured patients who fail to pay coinsurance or deductibles for which they are responsible under insurance contracts. Bad debt expense is included in uncompensated care expense in the consolidated financial statements, and includes the provision for accounts anticipated to be uncollectible. Charges for those services were $22,161,214 during the fiscal period covered by this filing and are reported as Bad Debts on Form 990 Part IX, functional expenses. The estimated cost of providing such services was approximately $5,348,290 in 2010. As required by the instructions to this Form 990 Schedule H, this amount has not been included in the calculation of Charity Care and Certain Other Community Benefits in Schedule H Part I Line 7. Rather it has been separately reported in Schedule H Part III as required. The percentages calculated in Part I Line 7 column f were based on each item of community benefit as required as a percentage of Total Expenses reported in Part IX of this Form 990 decreased by the bad debt expense based on charges also reported in the Part IX of this Form 990. BIDMC - Emergency Care Access BIDMC is the frontline caregiver providing medically necessary care for all people regardless of their ability to pay. The Hospital offers this care for all patients that come to our facility 24 hours a day, seven days a week, and 365 days a year. BIDMC - Credit and Collection Policy Guiding Principles The Hospital assists patients in obtaining financial assistance from public programs and other sources whenever appropriate. To remain viable as it fulfills its mission, the Hospital must meet its fiduciary responsibility to appropriately bill and collect for medical services provided to patients. BIDMC's credit and collection policy is designed to comply with state and federal law and regulations. BIDMC does not discriminate on the basis of race, color, national origin, citizenship, alienage, religion, creed, sex, sexual orientation, disability, or age in its policies or in its application of policies concerning the acquisition and verification of financial information, pre-admission or pre-treatment deposits, payment plans, deferred or rejected admissions, Low Income Patient status as determined by the Massachusetts Office of Medicaid, determination that a patient is low-income, or in its billing and collection practices. BIDMC does not seek legal execution against the personal residence or automobile of patients or guarantors without the express approval of the Hospital's Board of Directors on an individual, case-by-case basis BIDMC - Credit and Collection Policy - Notice of Availability of Financial Assistance and Other Coverage Options Note: BIDMC revised its Credit and Collection Policy after the close of the fiscal period covered by this filing. The disclosures here relate to the policy in effect during the fiscal year ended September 30, 2010. Financial assistance is intended to assist low-income patients who do not otherwise have the ability to pay for their health care services. Such assistance takes into account each individual's ability to contribute to the cost of his or her care. For patients that are uninsured or underinsured, BIDMC will assist them in applying for available financial assistance programs that may cover all or some of their unpaid Hospital bills. The Hospital provides this assistance for both residents and non-residents of Massachusetts; however, there may not be coverage for a Massachusetts Hospitals services through an out-of state program. In order for the Hospital to assist uninsured and underinsured patients find the most appropriate coverage options, patients must actively work with the Hospital's Financial Counselors to verify their financial and other information that could be used in determining eligibility. BIDMC advises patients of their right to (i) apply for MassHealth and Low Income Patient determination and (ii) a payment plan. BIDMC's Financial Clearance Unit (FCU) will assist patients in fulfilling their right to apply for coverage within a financial assistance program including MassHealth, Commonwealth Care, Children's Medical Security Plan, Healthy Start, Medical Hardship through the Health Safety Net, Health Safety Net and/or other financial programs as available and appropriate. BIDMC also will assist uninsured or underinsured patients, when requested or as identified through internal screening procedures, in applying for available financial assistance programs that may cover some or all of their unpaid Hospital bills. In order to help uninsured and underinsured patients find available and appropriate financial assistance programs, the Hospital will provide all patients with a general notice of the availability of programs in both the initial bill that is sent to patients who have a financial liability as well as in general notices that are posted throughout the Hospital. The Hospital will try to identify available coverage options for patients who may be uninsured or underinsured with their current insurance program when the patient is scheduling services, while the patient is in the Hospital, upon discharge, and/or for a reasonable time following discharge from the Hospital. The Hospital will direct all patients seeking information on available coverage options, or those that the Hospital determines may be eligible, to the Hospitals FCU where patient financial counselors can screen patients for eligibility in an appropriate coverage option. The Hospital will then assist the patient in applying for appropriate coverage options that are available to them. When requested, the Hospital will also provide information on how to contact the appropriate staff within the Hospital's finance office to verify the accuracy of the Hospital bill or to dispute certain charges. Contact information is printed on all patient statements. When a patient contacts the Hospital, the Hospital finance staff will notify the patient if they may qualify for a payment plan. A patient who is enrolled in a public financial assistance program (e.g., MassHealth, Health Safety Net, or for Medical Hardship) may qualify for certain plans. | CONTINUED | |
| For cases where the Hospital is using the Virtual Gateway application, the Hospital will assist the patient in completing the application for MassHealth, Commonwealth Care, Children's Medical Security Plan, Healthy Start, Health Safety Net, or other forms of financial assistance programs as they become part of the Virtual Gateway program, which is an internet portal designed by the Massachusetts Executive Office of Health and Human Services in order to provide the general public, medical providers, and community-based organizations with an online application for the programs offered by the Commonwealth. BIDMC - Credit and Collection Policy - Eligibility for Financial Assistance Programs BIDMC provides patients with information about financial assistance programs that are available through the Commonwealth of Massachusetts or other available programs for which the patient may be eligible, which may cover all or some of their unpaid Hospital bill. For patients that request such assistance, the Hospital assists them by screening for eligibility in an available public program and assisting them in applying for the program. These programs include, but are not limited to: MassHealth, Commonwealth Care, Children's Medical Security Plan, Healthy Start, Health Safety Net, and others. It is the patient's obligation to provide the Financial Counselors with accurate and timely information regarding their full name, address, telephone number, date of birth, social security number (if available), current health insurance coverage options, the patient's applicable financial resources, and citizenship and residency information - all to determine if the patient is eligible to apply for certain health insurance programs. If there is no specific coverage for the services provided, the Hospital will use the information to determine if the services may be covered by an applicable program that will cover certain services deemed bad debt. In addition, the Hospital will use this information to discuss eligibility for certain health insurance programs. If the patient or guarantor is unable to provide the necessary information, the Hospital may (at the patient's request) make reasonable efforts to obtain additional information from other sources. This may occur when the patient schedules services, during pre-registration, while the patient is admitted in the Hospital, upon discharge, or for a reasonable time following discharge from the Hospital. Information the Hospital obtains will be maintained in accordance with applicable federal and state privacy and security laws. The screening and application process for a public health insurance program is done through the Virtual Gateway, which is an internet portal designed by the Massachusetts Executive Office of Health and Human Services in order to provide the general public, medical providers, and community-based organizations with an online application for the programs offered by the Commonwealth. The Virtual Gateway manages the application process for the programs listed above, which is available for children, adults, seniors, veterans, homeless, and disabled individuals. In special circumstances, the Hospital may apply for the patient using a specific form designed by the Massachusetts Division of Health Care Finance and Policy. Special circumstances include individuals seeking financial assistance coverage due to being incarcerated, victims of spousal abuse, or applying due to a Medical Hardship. The Hospital specifically assists the patient in completing the application and securing the necessary documentation required by the applicable financial assistance program. Necessary documentation includes proof of: (1) annual household income (payroll stubs, record of social security payments, and a letter from the employer, tax returns, or bank statements), (2) citizenship and identity, and (3) immigration status for non-citizens (if applicable). The Hospital will then submit this documentation to the Commonwealth Office of Medicaid and assist the patient in securing any additional documentation if such is requested by the Commonwealth after completing the application. The Commonwealth places a three day time limitation on submitting all necessary documentation following the submission of the application for a program. Following this three day period, the patient must work with the Commonwealth MassHealth Enrollment Centers to secure the additional documentation needed for enrollment in the applicable financial assistance program. All Virtual Gateway applications are reviewed and processed by the Commonwealth of Massachusetts, Office of Medicaid. Special Circumstance applications are reviewed and approved by the Massachusetts Division of Health Care Finance and Policy. BIDMC has no role in the determination of program eligibility made by the Commonwealth, but at the patient's request may take a direct role in appealing or seeking information related to the coverage decisions. It is still the patient's responsibility to inform the Hospital of all coverage decisions made by the Commonwealth to ensure accurate and timely adjudication of all Hospital bills. BIDMC - Credit and Collection Policy - BIDMC Standard Collection Practices The Hospital has a fiduciary duty to seek reimbursement for services it has provided from individuals who are able to pay, from third party insurers who cover the cost of care, and from other programs of assistance for which the patient is eligible. To determine whether a patient is able to pay for the services provided as well as to assist the patient in finding alternative coverage options if they are uninsured or underinsured, BIDMC has established criteria related to billing and collecting from patients. BIDMC makes the same reasonable effort and follows the same reasonable process for collecting on bills owed by an uninsured patient as it does for all other patients. The Hospital will first show that it has a current unpaid balance that is related to services provided to the patient and not covered by a private insurer or a financial assistance program. BIDMC and/or its agents do not charge interest on an overdue balance for a Low Income Patient or any other patient. BIDMC - Credit and Collection Policy - Outside Collection Agencies BIDMC contracts with outside collection agencies to assist in the collection of certain accounts, including patient responsible amounts not resolved after issuance of Hospital bills or final notices. However, as determined through this credit and collection policy, the Hospital may assign such debt as bad debt or charity care (otherwise deemed as uncollectible) prior to 120 days if it is able to determine that the patient was unable to pay. BIDMC has a specific authorization or contract with its outside collection agencies and requires such agencies to abide by the Hospital's credit and collection policies for debts that the agency is pursuing. All outside collection agencies hired by the Hospital will provide the patient with an opportunity to file a grievance and will forward to the Hospital the results of such patient grievances. The Hospital requires that any outside collection agency that it uses is licensed by the Commonwealth of Massachusetts and that the outside collection agency also is in compliance with the Massachusetts Attorney General's Debt Collection Regulations. BIDMC - Credit and Collection Policy - Exemption from BIDMC Collection Practices BIDMC exempts patients enrolled in a public health insurance program, including but not limited to, MassHealth, Emergency Aid to the Elderly, Disabled and Children, Healthy Start, Children's Medical Security Plan with income equal to or less than 400% FPL, full and partial "Low Income Patients" as determined by the Office of Medicaid, subject to some exceptions, from any collection or billing procedures beyond the initial bill pursuant to state regulations. BIDMC - Credit and Collection Policy - Hospital Financial Assistance Programs The Hospital, pursuant to an internal review of each patient's case, may offer a patient an additional opportunity to settle their bill, which must be authorized by the Hospital's Chief Financial Officer or his designee and takes into consideration the patient's financial situation and the patient's inability to make a payment after reasonable collection actions. Any discount that is provided by the Hospital is consistent with federal and state requirements, and is not based on an effort to induce a patient to receive services from the Hospital or to generate business that is payable by a federal or state program. Such programs include: Prompt Pay Discounts for Uninsured Patients, One Time or Special Circumstance situations and Payment Plans | CONTINUED | |
| Charity Care and Certain Other Community Benefits - Community Health Improvement Services and Cash and In-Kind Contributions to Community Groups Community Benefits Mission Statement BIDMC is committed to our community. We have a covenant to care for the underserved and to work to change disparities in access to care and to that end the Board of Directors has charged its permanent Community Benefits Committee with authority and oversight of activities to fulfill the mission of Community Benefits. We know that to be successful we need to learn from those we serve. This Community Benefit mission is fulfilled by: - Implementing programs and services in Greater Boston and Outer Cape Cod to improve the current and future health status of medically underserved communities which are challenged by barriers in accessing and interacting effectively with the healthcare system, and impacted by other social determinants of health. - Ensuring that the medical center is welcoming and inclusive, and that all patients receive equitable care that is respectful and culturally responsive; and - Encouraging collaborative relationships with other providers and government entities to support and enhance rational and effective health policies and programs. During the fiscal year covered by this filing, BIDMC provided Community Health Improvement Services and Community Benefit Operations and Cash and In-Kind Contributions to Community Groups of $4,463,902 as reported on this Schedule H Line 7. Community Benefits Process The Board of Directors has charged its permanent Community Benefits Committee with authority and oversight of activities to fulfill the mission of Community Benefits. Specifically, the responsibilities of the Committee are to: "(i) recommend broad guidelines by which the Corporation's programs and policies serve its communities; (ii) make recommendations of policies and priorities with regard to programs that meet the health care needs of its communities; (iii) strengthen the integration of the corporation's community service activities, public health programs and its overall strategic planning efforts; (iv) review, at least annually, the extent and nature of the commitment of resources to programs targeted at improving the current and future health status of surrounding communities; (v) encourage collaborative relationships with other providers and government entities to support and enhance rational and effective public health policies and programs; (vi) discuss public policy issues and relevant legal and regulatory matters related to public health and community benefits and advise the Board of Trustees of the implications for the Corporation; and (vii) educate trustees, staff and the community about how the Corporation addresses its mission to focus on the health needs of its communities." The membership of BIDMC's Community Benefits Committee aspires to be representative of the constituencies and target populations of our programmatic endeavors including those from diverse racial and ethnic backgrounds, age, gender, sexual orientation and gender identity, as well as those from corporate and non-profit community organizations. Senior management is actively engaged in the development and implementation of the Community Benefits plan, ensuring that hospital policies and resources are allocated to support planned activities. It is not only the Board and senior leadership that are held accountable in fulfilling BIDMC's Community Benefits mission. Consistent with the medical center's core values is the recognition that the most successful community benefits programs are those that are implemented organization-wide and integrated into the very fabric of the medical center's culture, policies and procedures. It is not a stand-alone effort that is the responsibility of one staff or department but rather an orientation and value manifested throughout our structure, reflected in how we provide care here at the medical center and in affiliated practices in urban neighborhoods. Providing direction for our collective commitment and effort are the Guiding Principles as described here. Adopted by a broad-based constituency of Board, senior leadership and staff, these principles provide the framework for the execution of the plan, spearheaded by the Director of Community Benefits. The Director of Community Benefits is accountable to the General Counsel and Senior Vice President of Corporate and Community Affairs with direct access to the President/CEO. It is the responsibility of these three senior managers to ensure that Community Benefits is an effort that is addressed by the entire organization and that the needs of underserved populations are considered every day in discussions on resource allocation, policies, and program development. This is the structure and methodology employed to ensure that community benefits is not the purview of one office alone and to maximize the extent to which efforts across the organization are fulfilling the goals of community benefits. BIDMC accomplishes these goals by partnering with our community as follows: - We partner with community leaders and community-based organizations; they serve as links to the community and teachers of how we can better serve the populations they represent. In addition, we collaborate with a wide variety of organizations because healthcare services by themselves are not adequate to maximize improvement of health status. - Improving the community's health requires more than clinical services. We look to public health, prevention, and other health-related approaches not traditionally provided by many acute care hospitals. - Our commitment to the community benefits mission is as fundamental as our commitment to our patient care and academic missions. That is, rather than abandon any of these fundamental missions when budget restraints tempt us, we will constantly seek ways to fulfill all of them in as effective and efficient a manner as possible. - Community benefits programs are most successful when implemented organization-wide. Community benefits cannot succeed as a stand-alone activity. The importance of these principles and the efforts that result must be embraced by trustees, senior management and providers alike, as well as by the communities served. Community Partners The Community Benefits Plan is developed in concert with community partners, based on community self-definition of particular health concerns and issues, and integrated with available data on public health indicators. In most circumstances, our community collaborators are our seven affiliated health centers that collectively serve 90,000 patients in almost 400,000 outpatient visits annually. Seventy providers, working in 14 sites, are credentialed by BIDMC. These centers are: - Bowdoin Street Health Center - The Dimock Center - Fenway Health - Joseph M. Smith Community Health Center - Outer Cape Health Services - Sidney Borum Jr. Health Services - South Cove Community Health Center Through these collaborative partnerships, BIDMC provides annual funding that supports access to community-based primary care and specialty care as well as targeted public health interventions. These funds subsidize services and activities often provided by non-billable personnel such as case managers, interpreters or patient financial assistance representatives - all key staff to support underserved, linguistically and culturally diverse patients who are traditionally disenfranchised and isolated from the health care system. BIDMC provided combined direct grant support of $ 2,678,717 to these Community Health Centers (CHC)s. | CONTINUED | |
| In turn, each of these community health centers is part of a larger network of community-based health, social service, and resident organizations, facilitating BIDMC's collaboration with these groups. The Diabetes Program at Bowdoin Street Health Center is an excellent example of how this process is successfully implemented. Originally begun as the Community Healthy Heart Partnership to address cardiovascular disease, Bowdoin's providers became increasingly concerned about the co-morbid condition of diabetes. By reconfiguring its chronic disease management program to include a focus on diabetes, Bowdoin established a relationship with the world renowned Joslin Diabetes Center located adjacent to the BIDMC West Campus and was subsequently chosen as one of four health centers to receive $1.2 million to develop "best-practice" models of care for underserved patients with diabetes. The collaboration now includes input from community and specialty care providers (primary care providers from the four health centers and Joslin) as well as patients, community residents, and a funding Foundation that is committed to bringing national resources to improving care for diabetes. Additional stakeholders' voices and resources have subsequently shaped Bowdoin's development of a Healthy Food Equity Strategic Plan to sustain the Farmer's Market and implement a Corner Store Initiative. Other community constituencies are involved in the planning and execution of BIDMC's community benefits programming. As the fiscal agent for Alliance for Community Health, Boston/Chelsea/Revere/Winthrop CHNA (CHNA 19), BIDMC is an active participant in The Boston Alliance for Community Health's strategic planning process. Joining with grass-roots community groups and residents, the Boston Public Health Commission, Massachusetts Department of Public Health, and academic partners, we created a vision for both city-wide and neighborhood-based health improvement planning and action. Another important partnership is BIDMC's involvement with the Faith-Based Cancer Disparities Network. A coalition of nine churches, the Black Ministerial Alliance, the American Cancer Society, and Dana Farber/Harvard Cancer Center (of which BIDMC is a founding member), we are collectively addressing the unequal burden of cancer within communities of color. Community participation is an important operational component in many other medical center venues. The Multicultural Cancer Task Force helps shape the way in which cancer care is delivered in the hospital as well as outreach programming. This year, BIDMC created the HIV/AIDS-Related Cancer Community Advisory Board to guide work in educating community members and providers of newly available clinical and research opportunities to those HIV/AIDS patients who have increased risk and incidence of cancer. We launched a hospital-wide Patient and Family Advisory Council (PFAC), which joins existing PFACs in the Neonatal Intensive Care Unit (NICU), the Intensive Care Unit (ICU), and the Universal Access Council. In all of these groups, there is an intentional, deliberate strategy to ensure our many diverse communities-ethnic, racial, linguistic, physical ability, sexual orientation/gender identity, age, gender-are represented and included. Other community partners with which BIDMC staff join in developing and implementing community benefits health improvement efforts include: ABCD Parker Hill/Fenway Neighborhood Service Center ABCD Health Services AIDS Action Committee Albert Schweitzer Fellowship Program Alcoholics Anonymous American Cancer Society American Heart Association American Parkinson Disease Association, MA chapter American Red Cross American Stroke Association Amigos Atrius/Harvard Vanguard Bird Street Community Center BlueCross BlueShield of MA Body by Brandy Boston Alliance for Community Health Boston Area Rape Crisis Center Boston Center for Youth and Families Boston Climate Change Boston Collaborative for Food and Fitness Boston Emergency Medical Service Boston Natural Areas Network/Youth Conservation Corps Boston Parks Department Boston Police Department Boston Private Industry Council Boston Public Health Commission Boston Public Schools Boston Red Sox Foundation Boston Regional Domestic Violence Providers Boston R.O.C.K.S Out City Program Boston Senior Home Care Boston Urban Asthma Coalition Boston Visiting Nurses Association Bowdoin Street Geneva Avenue Main Streets Program Bowdoin Street Health Center Brookline Health Department Brookline Public Schools Brookline Senior Center B'Smart Buckle Up Boston Bunker Hill Community College Cambridge College Cape Verdean Adult Day Health Program Career Collaborative Children's Hospital Boston College Bound Combined Jewish Philanthropies Commonwealth Corporation Community Care Alliance Community Health Education and Resources (CHERS) Community Partners Health Access Network Cradles to Crayons CVC Unido Conference of Boston Teaching Hospitals Dana-Farber Cancer Institute Dana Farber/Harvard Cancer Center Deaf, Inc. Dorchester Bay Economic Development Corporation Dorchester CARES Dorchester Environmental Health Coalition Dorchester Housing Action Team Dorchester Lead-Safe Yard Project Dorchester Youth Collaborative Ecumenical Social Action Committee EPA New England Evercare Ethos Family Nurturing Program Fenway Health Fenway Community Development Corporation Fenway High School Federated Dorchester Neighborhood House Fitness in the City Friends of Geneva Cliffs Friendship Works Gay Men's Domestic Violence Program Geneva Avenue Working Group GOTCHA (Get Off The Corner Hanging Around) Youth Summer Program GLBT Domestic Violence Coalition Greater Boston Environmental Justice Network Greater Bowdoin/Geneva Neighborhood Association Greater Four Corners Action Collaborative Harmony on the Hill Harvard CATALYST Harvard Cooperative Program on Aging Harvard Medical School Harvard School of Public Health Harvard Pilgrim Health Care Health Care for All Health Resources in Action Healthy Homes Partnership Healthy Weight Initiative Hebrew Senior Life Hospitality Homes Hyde Square Task Force Jamaica Plain Neighborhood Development Corporation Jane Doe, Inc. Jewish Children's and Family Services Jewish Community Housing for the Elderly Jewish Community Relations Council Jewish Domestic Violence Coalition Jewish Vocational Services John D. O'Bryant School of Math and Science Joseph M. Smith Community Health Center Joslin Diabetes Center Kit Clark Senior Services Lead Action Collaborative Leventhal Sidman Jewish Community Center Louis D. Brown Peace Institute March of Dimes Massachusetts Bay Community College Massachusetts Breast Cancer Coalition Massachusetts Comprehensive Cancer Control Coalition Massachusetts Commission for the Deaf and Hard of Hearing Massachusetts Department of Children and Families Massachusetts Department of Health and Human Services Massachusetts Department of Public Health Massachusetts Department of Transitional Assistance Massachusetts Division of Medical Assistance Massachusetts Hospital Association Massachusetts Immigration and Refugee Advocacy Coalition Massachusetts League of Community Health Centers Massachusetts Prostate Cancer Coalition Massachusetts Workforce Investment Board MassCONECT Match-Up Interfaith Volunteers Mattapan Collaborative for Food and Fitness Mayhim Hayyim Medical Academic and Scientific Community Organization, Inc. (MASCO) Mission Hill Main Streets Elder Friendly Business Initiative Mission Hill Youth Collaborative Mission Works Multicultural Coalition on Aging National Parkinson Foundation Neighborhood Diabetes Program Neighborhood Health Plan Newton Senior Center New England Baptist Hospital Northeastern University Operation ABLE Outer Cape Health Services Peterborough Senior Center Project H.O.P.E. Reach Out and Read Rock, Roll & Ride/BCYF Recreation Commission Roxbury Community Alliance for Health Safe Neighborhoods Initiative, Office of the Attorney General SAGE-Boston (Stop Abuse Gain Empowerment) Sexual Assault Nurse Examiner Program Sidney Borum Jr. Health Center Sociedad Latina, Inc. South Cove Community Health Center St. Peter's Teen Center/Catholic Charities Sportsman's Tennis Club Squashbusters Steps to Success Street Safe Suffolk Law School Battered Women's Advocacy Clinic Suffolk County District Attorney's Office Teen Empowerment The Boston Foundation The Dimock Center The Food Project The Network/La Red The Partnership, Inc. The Work Place UMASS Boston, Graduate School of Nursing Uphams Corner WIC Victims Rights Law Center Vietnamese American Civic Association YMCA Black Achiever's Program | CONTINUED | |
| Target Populations as Listed in the BIDMC Community Benefits Report Target Populations: Low income, medically underserved in Greater Boston and Outer Cape Cod regions; Medically underserved due to access barriers related to sexual orientation, gender identity, race, ethnicity, geographic distance Basis for Selection: Community health needs assessment; public health data available from government (Massachusetts Department of Public Health, Boston Public Health Commission; federal agencies and private resources (foundations, advocacy groups); BIDMC's areas of expertise Key Accomplishments of Reporting Year Supported primary care and OB/GYN practices at the seven affiliated Community Health Centers (CHC) Increased community specialty care services and CHC based pharmacies Strengthened efforts to provide care for diverse patients through Cancer Navigators, Interpreter Services, multilingual patient education and cultural competence initiatives Note: Although BIDMC is a regional and national leader in providing interpreter services to patients to facilitate patient access to care, such expenses have not been included in the calculations on Schedule H per the instructions of this Form. In additional to the community benefits enumerated in this Schedule H, BIDMC incurred $3,043,080 of costs related to the provision of interpreter services to patients. Implemented community-based diabetes chronic disease initiatives Supported two statewide Environmental and Occupational Health and Safety Services Patient-Centered Medical Home pilot projects, including participation of three BIDMC-affiliated CHC sites. Ensured continuity of care for thousands of Aliens with Special Status through the Commonwealth Bridge program Partnered with community organization, residents, and city government to address public health safety issues in Dorchester, Massachusetts Participated in statewide inoculation program for H1N1 pandemic, administering vaccines to thousands of Boston residents, and BIDMC patients, staff and providers and volunteers. Participated in Faith-Based Cancer Disparities Network Launched new Office of Multicultural Affairs to improve recruitment/retention of house staff and faculty and promote cultural competence programs Implemented Bowdoin's Healthy Food Equity Project, including new Healthy Champions project Solidified Parkinson Support Network of Cape Cod, offering new exercise and support groups, social events and educational programs Implemented Environmental Sustainability Plan and hired new Coordinator Community Health Needs Assessment As noted above, Beth Israel Deaconess Medical Center's Community Benefits program is predicated on the notion of partnership and dialogue with its many communities. Our understanding of these communities' needs is derived from discussions with, and observations by, healthcare and health-related workers in the neighborhoods as well as more formal assessments through available public health data, focus groups, surveys, etc. These data are then augmented by demographic and health status information gleaned from a variety of sources including The Massachusetts Department of Public Health, The Boston Public Health Commission, federal resources such as the Institute of Medicine and Centers for Disease Control and Prevention, and review of literature relevant to a particular community's needs. The articulation of each specific community's needs (done in partnership between Beth Israel Deaconess Medical Center and community partners) is used to inform our decision-making about priorities for community benefits efforts. Following our core the guiding principles described above, for each priority area, we work in concert with community residents and leaders to design specific actions to be undertaken each year. Each component of the plan is thus developed and eventually woven into the annual goals and agenda for the medical center's Community Benefits Plan that is adopted by the Board of Director's Community Benefits Committee. Needs Assessment - Summary of Findings As noted above, the community partners with which Beth Israel Deaconess Medical Center works most closely are our seven affiliated CHCs. The 2009 Needs Assessment conducted with these collaborators provides the foundation for our work plan that is reviewed and updated annually with the CHC administrative and clinical leadership. The major findings articulated systems-level needs and strategies to optimize the health of underserved communities by strengthening our vertically-integrated system of care. To deliver quality care across the continuum of settings, the needs assessment supported: building the capacity of the CHCs through recruitment, retention and education of a skilled, linguistically and culturally competent workforce (providers and staff); capital infrastructure needs; and quality improvement initiatives; ensuring access to specialty and Emergency Department care at BIDMC; enhancing health information exchange processes and technologies; expanding community-based residency training and research opportunities; conjointly developing population-based public health improvement strategies and programs; supporting efforts to position BIDMC/CHC for new models of health care delivery and payment reform associated with state and federal health care reform. This systems-level analysis facilitates clinical quality improvement efforts that help patients navigate care from the community to the hospital and back, and enhances communication between providers, resulting in safer and better health outcomes. With the implementation of the Commonwealth's historic health care reform legislation, the CHCs underscored the urgency for CHCs and BIDMC to participate in all insurance products so continuity of care is not disrupted. The recommendations informed by the needs assessment speak to clinical, administrative and fiscal efficiencies and economies of scale as well as the safer and more effective health outcomes that derive from the vertical integration of the health care delivery system jointly crafted over three decades of working together. While this CHC needs assessment detailed systems-level needs, BIDMC has also conducted targeted assessments that address specific population needs that contribute to the community benefits plan. Examples of these assessments include: Healthy Food Access Project: The unprecedented rates of obesity (58%), hypertension (22%), and diabetes (8%) of adults living in the North Dorchester area prompted Bowdoin Street Health Center (BSHC) to develop a Healthy Food Equity strategic plan based on a comprehensive needs assessment. In the Bowdoin-Geneva neighborhood where more than one-third of households are car-free, there are no full-service grocery stores and limited places for residents to purchase fresh produce. Like other small corner market enterprises, the 11 food/convenience stores are not equipped to store and sell fresh, healthy foods but rather carry lower-priced pre-packaged foods. Recommendations currently being implemented include: sustaining BSHC's Farmer's Market, launching a Corner Store Initiative, and enhancing community education about healthy eating. The Latino Health Needs Assessment: a collaborative undertaking of BIDMC, the Latino Health Institute, Harvard Pilgrim Health Care, and seven Latino community-based organizations that included focus groups and health data analysis, culminating in a major symposium to develop an Action Agenda. Several program initiatives derive from this assessment and planning process including BIDMC's Latino mental health team and Sobremesa, the city's only networking group for Spanish speaking mental health clinicians that meets quarterly at BIDMC. The Parkinson Support Network (PSN) of Cape Cod: BIDMC forged an alliance of three major healthcare providers, local community-based organizations (senior-serving organizations, hospice) and individuals/families living with Parkinson disease (PD) to complete a needs and resource assessment of PD programs on Cape Cod. An area with a documented burden of disease, the Cape region is woefully underserved, particularly in education, psychosocial support and wellness/exercise programming. The PSN now offers quarterly and annual educational symposia; started a new support group in Barnstable (so there are now support groups in each of the four areas of the Cape); and provides wellness activities including dance, choral singing and drumming. | CONTINUED | |
| The Community Benefits Strategic Planning Process: In 2009, BIDMC completed the first phase of a multi-pronged strategic planning process. Phase I included key informant interviews with BIDMC Board members, Chiefs of Service and senior leaders as well as Community Health Center executive directors and community leaders. Recommendations of this study are integrated into the Community Benefits plan, including: enhance integration of services between the medical centers and community so we can truly offer a seamless continuum of care for patients that is safe, equitable, efficient, effective and of the highest quality; recognize the crisis in primary care by encouraging medical students/residents to pursue careers in primary care; expose residents to a community health experience during their training; frame the delivery of health care as not only caring for individuals but also healthy communities by addressing social determinants of health and incorporating more of a prevention/wellness orientation. The Community Healthy Heart Partnership: An effort that combined a wide-scale cardiovascular screening program with an analysis of available public health data and a review of the literature to document cardiovascular disease (CVD) within communities of color and to implement a community-based CVD management program. The assessment of more than 1,500 individuals indicated that a disproportionate number of adults (up to 40% in the Roxbury neighborhood) were at risk for CVD, warranting immediate education and intervention. The screening program also revealed a high incidence of diabetes as a co-morbid condition which eventually led to expansion into diabetes chronic disease management programs at three of our community health centers, as noted above. Targeted assessments such as these, in concert with ongoing dialogue with community-based organizations and the various quantitative demographic and health data publicly available drive the direction of our public health program priorities. Of special note this year is the work with the Health Equity Task Force and the Boston Public Health Commission work groups to collectively execute public health initiatives such as the city-wide H1N1 vaccination program undertaken in FY 2010 in response to and in an attempt to prevent a feared potential pandemic. Similarly, BIDMC is a strong collaborator with the Commonwealth's Executive Office of Health and Human Services and the Massachusetts League of Community Health Centers into Patient-Centered Medical Homes (PCMH) projects, aimed at transforming the way health care is delivered and reimbursed. Several of BIDMC's affiliated health centers are implementing the PCMH model as is BIDMC's ambulatory Health Care Associates Department. Massachusetts landmark health care reform legislation also informs our understanding of the communities' health needs and directs our community benefits plan. Of the estimated 450,000 uninsured residents (in 2006), a significant number were those cared for in our affiliated health centers, our hospital-based primary care clinic, and BIDMC's Emergency Department. The new health insurance products have provided access to comprehensive care for thousands and BIDMC has been actively engaged in the implementation process at both the community level and within the medical center. BIDMC's community benefits plan incorporates the research and recommendations of public policy and health departments, advocacy groups (e.g. Health Care for All), industry leaders (e.g. Massachusetts League of Community Health Centers) and our health center partners in helping existing patients transition from the Uncompensated Care Pool into these new Medicaid and Commonwealth Care managed care programs, and enrolling new patients in health care plans. Charity Care and Certain Other Community Benefits - Research As previously noted in this Form 990 Part III, part of Beth Israel Deaconess Medical Center (BIDMC or medical center) mission is to be a world-class research institution where outstanding scientists work to develop new knowledge for the betterment of the health of our local and extended communities. The research program strives to be renowned for its bench-to-bedside model of translational research and for its collaboration with industry as a pathway for transferring the fruits of research into products that improve the quality of life. BIDMC's notable research accomplishments include consistently being ranked in the top four in National Institutes of Health (NIH) funding among independent hospitals. BIDMC scientists continue to search for improved understanding of diseases and better treatments for patients, which in turn directly impact the lives of our patients and improve BIDMC's patient care. BIDMC investigators lead more than 850 active federal and industry sponsored projects and more than 500 clinical trials. This research is led by 264 principal investigators who are Harvard Medical School Faculty. The key areas of research include vascular biology, molecular imaging, transplantation, signal transduction, cancer biology, metabolic disease, neurobiology, AIDS, and cardiology/cardiac surgery. As noted in this filing, BIDMC is a teaching Hospital of Harvard Medical School committed to maintaining a collaborative culture and modern, high-quality facilities, and to taking full advantage of the unique relationships that exist among the Harvard Medical School and the Harvard teaching hospitals. BIDMC designs and implements many interdepartmental and interdisciplinary research programs within our institution. .BIDMC also reaches out and collaborates with other nationally recognized and world renowned experts in various fields all oriented toward translating new knowledge into novel medical treatments and patient care. BIDMC participates in Harvard Catalyst, the Harvard clinical and translational science center, which brings together the intellectual force, technologies, and clinical expertise at Harvard University and its academic, health care, and community partners to create connections, enable research at the cutting edge of discovery, and nurture clinical and translational researchers with the goal of improving human health. Studies by BIDMC researchers are routinely published in the world's leading scientific journals, including Nature, Science and The New England Journal of Medicine which helps to bring the research findings to patients beyond BIDMC. BIDMC engages in research in all of the following disciplines: Anesthesia, Critical Care, and Pain Medicine Emergency Medicine Medicine Allergy and Inflammation Cardiovascular Medicine Center for Vascular Biology Research Clinical Informatics Clinical Nutrition Endocrinology Experimental Medicine Gastroenterology General Medicine and Primary Care Genetics Gerontology Hematology and Oncology Hemostasis and Thrombosis Immunology Infectious Disease Interdisciplinary Medicine and Biotechnology Matrix Biology Molecular and Vascular Medicine Nephrology Pulmonology Rheumatology Signal Transduction Translational Research Transplant Immunology Viral Pathogenesis Neonatology Neurology Obstetrics and Gynecology Orthopaedic Surgery Pathology Psychiatry Radiology Surgery Cardiac Surgery Center for Minimally Invasive Surgery Neurosurgery Plastic and Reconstructive Surgery Vascular Surgery Transplant Institute During the fiscal year covered by this filing, BIDMC had net expenditures of $224,922,256 reported on this Schedule H related to research to further science and patient care, which represented 18.03% of BIDMC's total expenses. Examples of the Research Engaged in at BIDMC Below is information related to just a handful of the cutting-edge research studies and principal investigators at BIDMC. These studies are changing patient care today and tomorrow. Women's Cancers Lewis Cantley, PhD, Director of the Cancer Center and Chief of the Division of Signal Transduction at Beth Israel Deaconess Medical Center (BIDMC) and a research pioneer whose discovery of a molecular pathway known as PI3K has led to one of the most promising avenues for the development of personalized cancer therapies, is leading one of five scientific "dream teams" that have been awarded grants from a national coalition called Stand Up To Cancer (SU2C). | CONTINUED | |
| A charitable initiative created by the Entertainment Industry Foundation and administered through the American Association for Cancer Research (AACR), SU2C was created with the goal of getting new cancer treatments to patients in an accelerated timeframe. Following a rigorous selection process, five scientific groups -- comprised of more than 300 individuals from 20 institutions and headed up by seven leaders, four co-leaders and 27 principal researchers, as well as patient advocacy representatives -- were awarded the three-year grants. Cantley's team was awarded a $15 million grant. In an example of how BIDMC collaborates with other nationally and internationally recognized and world renowned experts in various fields all oriented toward translating new knowledge into novel medical treatments and patient care, Cantley, together with co-leaders from Memorial Sloan-Kettering Cancer Center and the University of Texas M.D. Anderson Cancer Center, will work with a group of more than 20 esteemed scientists from the country's leading cancer research institutions, including other researchers at BIDMC, to investigate the role that PI3K mutations play in women's cancers, specifically breast cancer, ovarian cancer and endometrial cancer. A key component of their work will focus on developing new approaches to more accurately predict which patients will respond positively to PI3K pathway inhibitors, a group of targeted cancer therapies currently being tested in clinical trials around the country. "I'm honored and privileged to lead this outstanding group of investigators," said Cantley and William Bosworth, Castle Professor of Medicine and a co-founder of the Systems Biology Department at Harvard Medical School. "By taking the unique approach of collaborating not only across multiple institutions but also across multiple diseases, we aim to encourage the exchange of materials and ideas between scientists and clinicians with the ultimate goal of accelerating drug approvals and providing new and efficient techniques for personalized cancer treatments." Nobel Laureate Phillip A. Sharp, PhD, of the Massachusetts Institute of Technology, who chaired the SU2C Scientific Advisory Committee overseeing the selection of the five scientific Dream Teams added, "Recent advancements in basic science and technologies have placed us on the cusp of important discoveries that can revolutionize the fight against cancer. SU2C aims to capitalize on that progress and is pushing it forward at what will be an extraordinarily quick pace. The Dream Teams bring together leading laboratory scientists and physicians, collaborating in ways that are unprecedented with a laser-like focus on research that has enormous potential to help patients and save lives." Collectively, breast cancer, ovarian cancer and endometrial cancer affect more than 3 million women throughout the U.S. with more than 200,000 new cases reported each year. Knowing that genetic aberrations in the PI3K pathway are the most frequent events underlying women's cancers, Cantley and his grant co-leaders assembled this pioneering group of basic, translational and clinical scientists working on this molecular pathway. "Our goal for this project is to identify the specific biomarker molecules that will predict which patients will be most likely to benefit from PI3K inhibitor drugs, either as single agents or in combinations with other drugs," he adds. "And because of the extraordinary level of collaboration created through the formation of this "Dream Team," this goal seems imminently possible." Genetics and Biology of Cancer The interests of Pier Paolo Pandolfi, MD, PhD and the Pandolfi Lab focus on the genetics and biology of cancer. The lab has made a number of seminal contributions to the characterization of the fusion oncoproteins and genes involved in the chromosomal translocations of acute promyelocytic leukemia (APL), as well as that of major tumor suppressors such PTEN and p53 and novel proto-oncogenes such POKEMON. Using a variety of engineered mouse lines to study the effects and interactions of these genes in vivo, the lab strives to develop models that faithfully replicate human cancers. These in turn can be utilized for the development and testing of novel treatments and therapeutics. In particular the Pandolfi Lab research interests focus on the utilization of leukemia and prostate cancer models to dissect the genetics of these diseases. By characterizing the normal function of the stem cells in these tissues, we hope to better understand how "stem cell-like" cancer initiating cells (CIC) drive tumorigenesis, and how these CICs an be targeted for eradication of the disease. ------------ Dr. Pandolfi, is the recipient of the 2011 Pezcoller Foundation-AACR (American Association of Cancer Research) International Award for Cancer Research. This award was established in 1997 to recognize a scientist of international renown who has made a major scientific discovery in either basic or translational cancer research and whose ongoing work holds promise for progress in the field of cancer. This is the second time in the award's 14-year history that a BIDMC investigator has received this prestigious honor. Dr. Lewis Cantley, whose work is noted above, previously received this award in 2005. This is the first time in the award's history that two investigators from the same institution have been recognized which speaks to BIDMC's position as a world-class leader in cancer research and to the outstanding contributions being made by the BIDMC Cancer Center in translating molecular discoveries into patient treatments. Dr. Pandolfi was recognized by the Pezcoller Foundation and the AACR for both his outstanding work in the field of cancer genetics, and for his groundbreaking development of cancer mouse models and understanding how mutations in oncogenes and tumor suppressor genes result in leukemias, lymphomas and solid tumors. "[Dr. Pandolfi's] pioneering work in developing transgenic mouse models of cancer helped lead to novel therapeutic strategies for acute promyelocytic leukemia [APL], and, today, this unique expertise in mouse-model engineering is helping to speed the clinical testing of new personalized cancer therapies." "I'm extremely honored to receive the Pezcoller award," says Pandolfi. "This is a tremendously exciting time - I would even say revolutionary - for cancer research and I'm thrilled to be a part of it. As we now clearly recognize, "cancer" is not a single disease, but is made up of many, many different mutations. While this provides us with unprecedented opportunities for developing personalized treatments, our ultimate goal is to understand and cure cancer, and this award gives us further motivation to achieve this goal as we continue to fight relentlessly for the sake of our patients." Orthopedic Surgery: Research The mission of the Orthopedic Biomechanics Laboratory (OBL) is to perform professional investigations in the basic and applied research of musculoskeletal biomechanics, while maintaining the Beth Israel Deaconess Medical Center philosophy of respect and compassion for all human and animal life. As a part of this overall mission, the laboratory provides training to students and fellows, who will become the professional researchers and health care professionals of the future. Bone Mechanics and Modeling The Bone Mechanics and Modeling program area includes experimental and computational modeling of the behavior of bone (including failure in femurs, vertebrae and trabecular bone structures). This group is actively working to validate modeling techniques to make predictions of failure loads of these bones by laboratory testing of bone specimens under varied conditions, high resolution imaging of bone architecture, and experimental techniques using image-guided assesment of bone failure. These modeling techniques are used to further understand the factors that influence fracture such as density distribution, bone geometry, and bone architecture. The program area also includes modeling of several bone/implant systems as well as modeling the mechanical consequences of space flight. This program area employs biomechanical testing, state-of-the-art micro-imaging and visualization techniques of connective tissue and biomaterials. As an example of the on-going research projects, a mathematical model which allows analysis of bone remodeling in the context of functional adaptation was recently developed. The approach incorporates micro-tomographic imaging and large-scale FEA modeling techniques. These techniques have exciting potential for revealing alterations in trabecular bone structural morphology in response to different loading and exercise regimes, dietary supplements, pharmacological interventions, or degenerative changes in subchondral bone associated with post- traumatic osteoarthritis. | CONTINUED | |
| Joint Kinematics, Injury and Reconstruction Sports related and everyday injuries to the knee and upper extremity are very prevalent in today's active population. This program area evaluates joint kinematics, kinetics, muscle and ligament forces and cartilage contact stresses when a joint is subjected to various physiological loading conditions. This program area also studies how sports and traumatic injuries affect the mechanics of joints and determines how well reconstruction techniques restore joint mechanics to normal. The objective is to provide guidelines for optimized joint ligamentous reconstruction and arthroplasty and post-operative rehabilitation. Cutting edge robotic technology and computational modeling techniques are used to simulate joint motion and apply external loads. Recent and current projects include studies of the effects of surgical intervention on the distribution of contact pressure in the tibio-femoral and patellfemoral joints; effect of TKA on knee joint kinematics and ligamentous tension; investigation of the stability of the acromioclavicular joint after reconstruction using different techniques; and evaluation of initial strength, fatigue strength, and graft-bone translation in anterior cruciate ligament reconstructions using a doubled gracilis semitendinosus graft technique. We are also conducting research to quantify and model the cartilage of children with hip dysplasia, 3D finite element modeling of cartilage contact mechanics, and investigations of in-vivo muscle contraction forces using 3D inverse dynamic optimization. The effect of cartilage defects on stress concentration is also being studied by this group. Etiology and Prevention of Age-Related Fractures Age-related fractures are an impending public health crisis, as persons over 80 represent the fastest growing segment of the population. To prevent these fractures, it is necessary to have a sound understanding of their etiology. While much clinical and laboratory research has focused on the loss of bone with age, our laboratory has adopted the view that fractures represent a structural failure of the bone, wherein the forces that are applied to the bone exceed its inherent strength. Therefore, we have and are continuing to perform a series of investigations related to: 1) developing ways of predicting bone strength non-invasively; 2) identifying activities that lead to fractures; and 3) determining the loads applied to the skeleton during those high-risk activities. These investigations include case-control and observational studies of risk factors for fracture; laboratory-based studies of the strength and structural capacity of human cadaveric wrists, femurs, and vertebrae; and theoretical and experimental studies of falls. In addition, we are evaluating the ability of quantitative ultrasound to assess bone architecture and micro-damage. Etiology and Prevention of Fractures Associated with Metastatic Defects and Benign Bone Defects Pathological fractures through osteolytic defects in the appendicular and axial skeleton occur in patients of all ages and are often associated with pain, loss of function and other morbidities depending on patient age, skeletal site and underlying pathology. Bone is the most common site of metastasis from cancer of the breast, prostate and lung. Moreover, 20-70% of children with benign bone tumors are at risk for fracture. In managing these patients, the orthopedist must decide if the lesion is benign or malignant and if the tumor has weakened the bone sufficiently to cause fracture. Currently no accurate method exists to predict fracture of bones weakened by metastatic or benign tumors. One focus of our laboratory is to apply structural analyses of bones with lytic defects using composite beam theory or finite element models to better predict the risk of pathologic fracture. Non-invasive imaging methods, such as MRI, QCT and DXA, are used to quantify the geometric and material properties of bones with real and simulated defects. From these images, three-dimensional structural analyses can predict the reduced load carrying capacity of the bone and in general the biomechanics of the metastatic bone defect or tumor. Experimental investigation is being conducted in parallel with clinical analysis to determine the accuracy of the non-invasively derived structural parameters used to predict pathologic fracture risk. In addition, Our CT based structural analysis for predicting fracture through a skeletal metastasis is based on the hypothesis that all bone (normal or pathologic) follows the same constitutive relationships established for rigid porous foams, i.e. the strength (Sy) and modulus of elasticity (E) of bone depend on both the bone tissue density (rho-tissue) and the bone volume fraction (Vvb) squared. The rho-tissue accounts for changes in tissue mineralization, and the Vvb accounts for changes in trabecular morphology. To the best of our knowledge, this hypothesis has never been validated for metastatic cancer bone tissue. Therefore, it was our objective to establish that the mechanical properties of metastatic cancer bone tissue were governed by the power law functions. Biomechanics of Fracture Healing and Treatment Mechanisms of bone fracture and optimization of fracture treatment are important areas of orthopaedic research. Although with proper treatment most fractures heal without significant complications, some fractures do not heal. Moreover, among various treatment options, the optimal method of treatment remains controversial. One area of active research at our laboratory is the evaluation of various methods of fracture fixation. We use an optical method to capture fracture gap motion produced by the application of loads simulating activities of daily living or phases of gait after fracture fixation with various devices. From the motion data, we perform rigid body kinematic analysis to quantify the direction and magnitude of the motion and evaluate the efficacy of the fixation methods. We have also provided an objective measure of fracture instability by defining this as the structural compliance (i.e., the amount of fracture displacement as a function of applied load). By applying loads to the flexor and extensor tendons crossing the wrist joint and monitoring fracture fragment displacement with serial CT scans, we demonstrated that fracture classification systems based on fracture pattern in Colles' fractures were unrelated to fracture instability. However, using these same techniques we have demonstrated that using more rigid fixation is not necessarily better fixation for minimizing fracture motion when treating Colles' fractures. We are also involved in the biomechanical evaluation of bioresorbable plates for metacarpal fracture fixation, and internal fixation methods for femoral shaft fractures in children. Preclinical Evaluation of Osteodynamic Agents This group performs imaging, densitometric and mechanical evaluation of bone specimens from animal studies conducted by outside collaborators to evaluate the safety and efficacy of new osteodynamic agents. Studies are carried out with adherence to strict Good Laboratory Practices (GLP) regulations set out by the Food and Drug Administration (FDA). The group members are trained in densitometric, imaging and mechanical testing techniques required by GLP study regulations. Animal models that have been evaluated include transgenic mice, rats, dogs, rabbits and non-human primates. Data have been generated for bone mineral content, apparent bone density, cross-sectional geometric properties and microstructural morphology; and variously related to material and structural mechanical properties including compressive strength of trabecular core specimens and whole vertebral bodies, bending and torsional strength of cortical bone beam specimens and whole bones including the proximal femur, hip and long bones of the appendicular skeleton. The group is constantly improving imaging protocols, analysis methods, mechanical testing techniques and the efficiency of data acquisition. Biomechanics of the Spine This program area employs mechanical testing, animal models and several imaging modalities to investigate various aspects of the biomechanics of spinal fusion, spinal instrumentation and trauma and the use of novel biomaterials in spinal surgery. | CONTINUED | |
| The mechanisms underlying the initiation and progression of spinal fusion processes, the use of novel methods and materials, and the optimization of internal spinal fixation devices employed to promote these processes, are important areas in spinal orthopedics. This group, employing a lateral fusion rabbit animal model, is actively involved in investigating the effects of electrical stimulation in conjunction with several artificial bone substitutes and the use of genetic engineering derived products, in promoting the process of spinal fusion. The success of fusion is being assessed using mechanical (three- and four-point bending), histological, and imaging methods (DXA, micro-CT). A multi-axial spine testing device has been developed in our lab which, when combined with non-contacting optical 3D motion measurement system, allows for the investigation and quantification of the performance of several internal spinal fixation systems under complex dynamic loads. In particular, quantifying the ability of such systems to restrict motions across the injured segments to a minimum, thought to be critical for the initiation and progression of the fusion process, is greatly facilitated by the use of this device. A second major area is the use of novel biomaterials for spinal surgery. In an ongoing collaboration with several companies, we have demonstrated the efficacy of a novel family of elastic-biopolymers in greatly reducing epidural adhesions (the adhesion and consequent tethering of the dura mater and nerve roots by fibrotic tissue, a common complication of decompressive laminectomy or discectomy surgical procedures). This family of materials is also under investigation for the reconstitution (i.e. restoration of mechanical function) of early degeneration of the intervertebral disc. Such materials hold great promise due to our ability to tailor-make these materials both with respect to their mechanical and material properties, and as carriers for biological agents. A third area of research is aimed at elucidating the underlying causes for vertebral compression fractures that are very prevalent in the elderly population. Although they cause substantial pain, deformity, and disability, there is no widely accepted treatment. The effects of high load rate in a simulated fall configuration and the vertebral material properties on the ultimate fracture load and consequent loss in the stability of the spinal segment, are being investigated. Furthermore, as part of the use of novel biomaterials, the use of several biocompatible cements and hydroxyapatite composites for augmentation of the failed vertebral body, a surgical procedure known as percutaneous veterbroplasty, is actively being assessed. For this purpose, a specially designed high rate vertebral fracture jig, used to create a simulated compression-flexion fracture, and a 5DOF stability test jig, used to assess the 3D stability of the fractured and augmented spinal segment, are employed. Lung Cancer Research The Thoracic Oncology program is involved in clinical, basic and translational research activities. Drs. Daniel G. Tenen, Susumu Kobayashi and Daniel B. Costa have made seminal observations on the basis of resistance to gefitinib and erlotinib (oral EGFR inhibitors) in lung cancer patients with somatic epidermal growth factor receptor (EGFR) mutations. The program is involved in ongoing clinical trials within the Dana-Farber/Harvard Cancer Center (DF/HCC), including those related to novel EGFR inhibitors and other targeted agents. Drs. Costa and Mark S. Huberman are principal investigators for active clinical trials at BIDMC. The Thoracic Oncology Program is a key member of the DF/HCC Lung SPORE's efforts to identify transcription factors involved in the pathogenesis of lung cancer. Drs. Costa and Tenen are co-leaders of the Lung SPORE program at D/FHCC. Main interests in basic research include: transcription factors involved in lung development and cancer, oncogenes involved non-small cell lung cancer, mechanisms of action of EGFR tyrosine kinase inhibitors, apoptosis, and EGFR mutated adenocarcinomas of the lung. Drs. Tenen and Costa are studying the studying the role of transcription factors, including C/EBP alpha and Foxa2, in normal lung differentiation, as well as in lung cancer. Dr. Costa is also involved in clinical trials and translational research towards how oncogene mutations (specifically in EGFR) and translocations affect the response to tyrosine kinase inhibitors in non-small cell lung cancer. Dr. Kobayashi is interested in studying the mechanisms of resistance caused by EGFR tyrosine kinase inhibitors; the bcl-2 family proteins, which are responsible for tyrosine kinase inhibitor-induced apoptosis; and pharmacogenomic studies of compounds capable of inducing cell differentiation of lung cancer cells. These studies will lead to new insights into mutant EGFR-driven tumorogenesis, as well as the identification of novel target pathways for therapeutic intervention in lung cancer. Bone Marrow Transplantation Research The program in Bone Marrow Transplantation (Drs. David E. Avigan, Jon Arnason, Vassiliki Boussiotis, Robin M. Joyce, James D. Levine, Jacalyn Rosenblatt, Dimitrios Tzachanis, and Jeffrey I. Zwicker) is largely involved with clinical and translational research activities. A fundamental mission of the Hematological Malignancies and Bone Marrow Transplantation program is to enhance our understanding of the basic biology of blood cancers and to translate this knowledge towards the development of effective therapies. The program conducts a broad array of research studies directed towards enhancing and refining existing therapies, as well as examining the efficacy of new treatment approaches. These include the development of clinical protocols that are conducted through the Dana-Farber/Harvard Cancer Center (DF/HCC), the Eastern Cooperative Oncology Group (ECOG), and the Clinical Trials Network. These efforts are supported by a large infrastructure of research staff required for patient monitoring, data collection, and research analysis of studies. A central area of translational scientific investigation has been the development of novel immune based therapies for the treatment of blood cancers. Bone marrow transplantation is uniquely curative for many patients with hematological malignancies due to the targeting of tumor cells by the transplanted donor immune system. However, the risks associated with this approach are considerable due to treatment related toxicity, transplant related infections, and the lack of specificity of the anti-tumor response resulting in damage of the normal tissues by the infused donor cells. Investigations into these risks have led to the development of novel strategies to minimize transplant-associated toxicity while preserving its unique efficacy. We have developed several approaches for allogeneic transplantation with reduced intensity chemotherapy regimens in which anti-tumor effects are primarily mediated by donor immune cells. This approach allows for the adoption of this potentially curative therapy in older and infirm patients who would not be able to tolerate a traditional transplant. We are also studying newer regimens that will enhance the reduction of the leukemia cell burden prior to the transplant burden, and have focused our efforts on examining how the pattern of immune recovery post-transplant effects patient outcomes. There has been strong interest in harnessing the patient's own immune system to target and eliminate cancer cells. However, tumor cells actively prevent their recognition by the immune system by creating an immunosuppressive milieu that inhibits cellular immune function. Research efforts led by Dr. David Avigan, the Program Director, and Dr. Jacalyn Rosenblatt have focused on the development of tumor vaccines that would effectively reverse the cancer cell's ability to suppress the immune system, stimulate anti-tumor immune responses, eradicate existing disease and provide long-term protection against recurrence through the development of immunologic memory against the tumor. To accomplish this effect, we are using potent immune stimulating cells known as dendritic cells (DCs), which are the native "teachers of the immune system". DCs present antigens in the context of potent costimulatory signals that are necessary for the induction of primary immune responses. As the central mediators of immune stimulation, DCs demonstrate the capacity to overcome tumor associated immune tolerance. | CONTINUED | |
| Through our preclinical work, we developed a vaccination system using DCs fused to whole tumor cells to produce a fusion cell that carries a broad array of tumor targets, including targets that are specific to a particular patient. Applied initially in a mouse model, we demonstrated that mice vaccinated with fusion cells developed strong anti-tumor responses, were protected from a lethal challenge of tumor cells, and, most importantly, demonstrated complete regression of established metastatic disease. We then demonstrated that fusions created with patient derived tumor cells and dendritic cells induced powerful immune responses, in vitro, against a variety of human tumors including breast cancer, ovarian cancer, and multiple myeloma. We have subsequently received approval from the FDA to study the safety and effectiveness of the fusion vaccine in patients with cancer. We established an immunotherapy program at BIDMC in which patient specific fusion vaccines are generated in our clinical immunotherapy and cell manipulation facility. This program is multidisciplinary, drawing upon the expertise of members of the Departments of Medicine (specifically, the Bone Marrow Transplant and Oncology programs), Surgery and Pathology as well as other investigators at the Harvard Cancer Center. We have successfully completed phase I/II studies in breast and renal cancer and have demonstrated immunologic and clinical responses in a subset of patients. We are currently focusing our efforts on improving the efficacy of the vaccines and have received grant support from the National Cancer Institute, Department of Defense and the Leukemia Society to study our cancer vaccine in patients with blood cancers as well as breast, melanoma, renal and ovarian carcinoma. We are conducting two studies for patients with multiple myeloma including a protocol in which patients undergo vaccination following autologous transplantation in an effort to eliminate post-transplant residual disease. Our pre-clinical work is currently focusing on efforts to reverse tumor-mediated suppression of the immune system. We are developing strategies to expand tumor reactive T cells ex vivo in an effort to generate T cell therapies for patients with acute leukemia. We are also developing other approaches for producing cancer vaccines including the use of viruses that have been manipulated to contain tumor specific genes. Another area of investigation concerns the identification of cancer stem cells in patients with blood cancers. One of the fundamental challenges of eradicating malignancy is that tumor cells are derived from a small number of stem cells that are distinct from the majority of tumor cells and appear to be more resistant to existing therapies. This may account for the observation that patients with blood cancers may respond to chemotherapy but subsequently succumb to disease recurrence. Bone marrow transplantation is potentially effective in eliminating blood cancer stem cells through their replacement by normal donor hematopoiesis. However, the chemotherapy treatment and the subsequent disruption of the patient's immune system results in significant treatment associated morbidity and mortality. Drs Rosenblatt and Avigan are examining approaches to selectively identify and isolate tumor stem cells so that we could develop novel therapeutic strategies to target these cells. Under the direction of Dr. Robin Joyce, the program has also led efforts to develop antibody-mediated therapies for non-Hodgkin's lymphoma. We have completed a study, which demonstrated disease free survival in a majority of patients treated with Rituxamab in conjunction with autologous stem cell transplantation. Dr. Joyce has also been on the forefront in studies examining the effect of anti-lymphoma antibodies bound to a radioactive material in the treatment of patients with low grade and aggressive lymphoma. Dr. Boussiotis and her laboratory are interested in: the molecular mechanisms of T cell tolerance, the role of p27kip1 in T helper and cytolytic responses, the regulation of T cell immune responses by Rap1, PI3K and its downstream pathways as therapeutic targets for T-ALL, and the reconstitution of T cell immunity after unrelated cord blood transplantation in patients with hematological malignancies. Charity Care and Certain Other Community Benefits - Graduate Medical Education BIDMC's devotion to teaching, respect for students/trainees, and willingness to embrace technological and clinical practice innovation make BIDMC a top choice among medical students and health care professionals. We train hundreds of medical students, interns and residents, as well as professionals in nursing, social work and the allied health sciences. The Medical Center has 9 approved residency programs with over 400 Residents and 31 Clinical Fellow Programs with over 150 Fellows. Staff physicians at BIDMC who hold faculty appointments at Harvard Medical School instruct the doctors of tomorrow through supervision of their daily patient care and a range of interactive learning experiences. Core Clinical Training Programs BIDMC sponsors core clinical training programs in the following fields: Anesthesiology Emergency Medicine Internal Medicine Neurology Obstetrics and Gynecology Pathology Radiology Surgery During the fiscal year covered by this filing, BIDMC had net expenditures of $64,059,872 reported on this Schedule H related to BIDMC's teaching function which represented 5.14% of BIDMC's total expenses. Residency Programs BIDMC sponsors Accreditation Council for Graduate Medical Education (ACGME) approved residency programs in each of the core clinical training programs listed above, as well as Psychiatry. Fellowship Programs In addition to the resident training programs listed above, BIDMC sponsors a wide variety of Fellowship Training Programs for eligible doctors who have completed their residency and want to engage in more specialized study. The majority of these programs (38 of 44) are ACGME approved or approved by a comparable body related to the particular subspecialty. BIDMC sponsors the following fellowship programs: Anesthesia Cardiothoracic Anesthesia Critical Care Medicine Anesthesia Pain Management Dermatology Dermatology Medicine Cardiovascular Disease Clinical Cardiac Electrophysiology Interventional Cardiology Clinical Investigator Training Program Endocrinology, Diabetes, and Metabolism Gastroenterology Transplant Hepatology General Medicine Geriatric Medicine-Gerontology Hematology / Oncology Infectious Disease Nephrology Interventional Pulmonary Pulmonary, Critical Care Rheumatology Sleep Medicine Neonatology Neonatal-Perinatal Fellowship Neurology Neurology Neuromuscular Medicine Vascular Neurology Clinical Neurophysiology, EEG and Autonomic Disorders Fellowship Obstetrics and Gynecology Reproductive Endocrinology Maternal Fetal Medicine Pathology Cytopathology Dermatopathology Hematopathology Selective Pathology Medical Microbiology Radiation Oncology Radiation Oncology Radiology Radiology Surgery Cardiothoracic Surgery Critical Care Surgery Minimally Invasive Surgery Orthopaedic Spine Podiatry Solid Organ Surgery-Transplant Plastic/Hand Surgery Orthopaedic Hand Surgery Vascular Surgery Urology Urology | CONTINUED | |
| Additional Information on Clinical Residency and Fellowships -- Examples Below is more detail on just a few of the specific Graduate Medical Education programs offered at BIDMC: Harvard Affiliated Emergency Medicine Residency (HAEMR) at BIDMC The Beth Israel Deaconess Medical Center Harvard Affiliated Emergency Medicine Residency is a three-year program (PGY-1 to PGY-3) affiliated with Harvard Medical School and based at Beth Israel Deaconess Medical Center (BIDMC). The BIDMC Emergency Department (ED) is a 53,000 visit per year Level I trauma center. The educational goals of the residency are to promote excellence in the clinical, academic, and administrative aspects of Emergency Medicine. Residents are taught how to be outstanding clinicians. This is accomplished through clinical experience in several busy emergency departments (residents participating in this program have the opportunity to rotate at Children's Hospital Boston, South Shore Hospital, New England Medical Center, St. Vincent's Hospital, St. Luke's Hospital, Mount Auburn Hospital and Beth Israel Deaconess Hospital-Needham) as well as through a high quality didactic program. During the clinical experience, the residents are closely supervised and given graded responsibility for patient care and ultimately for patient flow in the ED. Additionally, residents are taught how to supervise medical students and other residents and how to teach the practice of Emergency Medicine. Residents teach medical students and prehospital personnel and contribute to the didactic program. Senior residents take on the responsibility of supervising junior residents in the clinical arena. The focus of the residency program is on teaching the leadership skills necessary to direct a busy emergency department in any setting. The other major educational goal of the residency is to develop the research and academic skills required for a career in academic Emergency Medicine. Participation in research is promoted through a system of mentorship, journal club participation, and a didactic program that teaches research design and statistical methods. Residents are required to complete a research or academic project that results in a paper suitable for publication. Funding is available within the Division of Emergency Medicine at Harvard Medical School and the Department of Emergency Medicine at BIDMC. Promoting the administrative aspects of Emergency Medicine is another goal of the BIDMC Harvard Affiliated Emergency Medicine Residency. Through an EMS/Administrative rotation and a longitudinal experience in prehospital administration, residents gain experience in running a local prehospital system. This program takes advantage of the unique academic opportunities at Harvard Medical School, the Harvard teaching hospitals, and the Harvard School of Public Health. These opportunities include the outstanding experience available through Boston Children's Hospital and the Departments of Medicine, Surgery, Obstetrics and Gynecology, and Anesthesia at Beth Israel Deaconess Medical Center. Surgery: Education The Roberta and Stephen R. Weiner Department of Surgery offers education opportunities for residents, fellows and medical students in Cardiac Surgery, General Surgery, Plastic and Reconstructive Surgery, Podiatry, Trauma Surgery, Minimally Invasive Surgery, and Vascular Surgery. Students learn the most advanced techniques in a state-of-the-facility. Students also have the opportunity to learn minimally invasive techniques within our own Carl J. Shapiro Simulation and Skills Center, the first of its kind to be accredited in the country. General Surgery Residency: Education The Department of Surgery at Beth Israel Deaconess Medical Center is one of three major teaching and research units of Harvard Medical School's Department of Surgery. The program is non-pyramidal. The surgical housestaff is composed of 25 first year residents, consisting of 9 categorical (full five-year), and 16 preliminary residents (one- or two-year depending on the requirements of their chosen subspecialty). Generally there are 9 categorical, 4 non designated preliminary residents and 1 rotating plastic surgery resident at the PGY-2 level. In the PGY-3, PGY-4 and PGY-5 Chief Resident levels, there are generally 9 categorical residents. All members of the house-staff hold academic appointments as Clinical Fellows in Surgery at Harvard Medical School. The surgical training program produces the country's future surgical leaders. Clinical excellence is the foundation upon which that leadership is built, and our training programs endeavor to help young surgeons develop both technical and cognitive expertise. At all levels, the housestaff enjoy the training and practical experience in the preoperative, operative, and post-operative care of patients. The Beth Israel Deaconess program emphasizes resident-faculty interaction for educational purposes. Teaching conferences and seminars for the housestaff capitalize on working relationships developed with the attending staff. Upon completion of five years of surgical training, residents are eligible for the American Board of Surgery Examination. Outstanding specialty fellowships in plastic, cardiothoracic, pediatric, transplant, colorectal, and vascular surgery are obtained routinely by our graduates. Graduates typically enjoy superb opportunities in either private or academic practice. Didactic Teaching The program has dedicated education time, including a strong didactic conference schedule, to provide a basic foundation of surgical knowledge and skills. Required weekly conferences include: Resident Curriculum Conference / MIS Skills Lab Surgical Service Morbidity/Mortality & Surgical Grand Rounds Combined GI Conference Throughout training, a primary responsibility of senior residents is teaching more junior residents and the students on their service. They are also responsible for the assignment of cases, clinical supervision of medical students and residents, and preparing material for service and teaching conferences. Carl J. Shapiro Simulation and Skills Center The Carl J. Shapiro Simulation and Skills Center (SASC) at Beth Israel Deaconess Medical Center (BIDMC) offers the latest advances in medical simulation technology to BIDMC, neighboring institutions and the global healthcare field in a new, state-of-the-art facility. The Center provides realistic training opportunities for learners at all levels, from all disciplines, and uses progressive teaching methods to replicate real-life patient care situations, from routine procedures to acute management crises. The SASC raises the bar for major academic medical centers by providing health care students and professionals with curricula and skills training on the latest medical and surgical techniques in a state-of-the-art, technologically advanced facility. Although most health centers offer some degree of medical simulation training, the scale and scope of BIDMCs SASC make it one of the most comprehensive simulation training centers in the country. The Center includes a large teleconference room for up to 65 learners and contains live media feeds to four different operating room endosuites, allowing for teleproctoring, inter-institutional courses, and intercontinental broadcasting of Grand Rounds. The high fidelity mock operating and intensive care unit rooms used for full-body simulation feature working water and gas lines, video cameras and observation windows with state-of-the-art teleconferencing ability. Two skills lab areas are dedicated to providing learners with hands-on training for basic clinical procedures, open surgical skills, endoscopic, ultra-sonography, and laparoscopic skills with over 30 partial task trainers and high-fidelity procedural simulators. BIDMC's Carl J. Shapiro Simulation and Skills Center has been formally accredited as a Level 1 facility by the American College of Surgeons (ACS), the first in Boston and New England - and one of only seven inaugural certified centers in the United States - to provide simulation-based skills training to health care students and professionals from all medical and surgical disciplines. As an ACS Accredited Education Institute, the SASC is part of the ACS' developing network of regional education facilities designed to "specifically address the teaching, learning and assessment of technical skills using state-of-the-art educational methods and cutting-edge technology." This latest accreditation follows the Center's recent certification as one of 11 national test sites for Fundamentals of Laparoscopic Surgery (FLS) candidates. SASC faculty proctor the two-part cognitive and manual skills exam for residents, fellows and surgeons performing laparoscopic surgery. | CONTINUED | |
| General Surgery Pgy-1 Year The internship year focuses on the acquisition of basic principles and clinical skills in general and vascular surgery; additional rotations in the Emergency Department and subspecialty services round out the first year experience. The majority of these rotations are at Beth Israel Deaconess Medical Center, supplemented by community-based experience at Mount Auburn Hospital and St. Vincent Hospital, and pediatric experience at Children's Hospital. Pre- and post-operative patient care is emphasized under the guidance of the attending surgeons and resident staff. Interns participate in those procedures appropriate for their stage of training and can expect to perform approximately 100 major and minor cases. General Surgery Pgy-2 through Pgy-4 The second and third years of residency include longer rotations to provide more in-depth training in general surgery, thoracic and trauma surgery, as well as in critical care and endoscopy. In the fourth year, senior level experience is obtained in general surgery, vascular, transplant and pediatric surgery. Chief Residency During the fifth year of training, chief residents hone their clinical skills, performing an average of over 225 cases as surgeon in their final year. Also in their chief year, residents are encouraged to develop their administrative and teaching skills by leading didactic sessions, heading inpatient teams and teaching junior residents. One Chief Resident is selected annually to serve as administrative chief, and also serves as resident representative to the House Staff Education Committee. While most of the residency years are spent at the Beth Israel Deaconess Medical Center, that experience is rounded out with an excellent community based experience at outside rotations at nearby hospitals: Cardiac and Thoracic Surgery: Education Residency in Cardiothoracic Surgery A two-year, accredited residency in cardiothoracic surgery is offered to applicants who have completed training in general surgery. Based at Beth Israel Deaconess Medical Center (BIDMC), the program includes a rotation at the Children's Hospital and provides in-depth exposure to cardiac, esophageal, pulmonary and complex airway surgery. About Cardiothoracic Surgery With four full-time adult cardiac surgeons and two dedicated general thoracic surgeons, about 800 cardiac cases and about 600 major thoracic cases were performed at BIDMC over the past year. The varieties of operations include: VATS lobectomy and minimally invasive esophagectomy (MIE) Tracheal resection and tracheobronchoplasty Minimally invasive and "off-bypass" coronary revascularizations Aortic homografts Aortic root operations Other major aortic procedures Teaching by outstanding Harvard Medical School faculty enables the resident to become proficient in the operative and perioperative care of patients. Progress toward technical proficiency is evaluated at multiple points during the residency. Multiple educational sessions occur throughout the week on each service, including preoperative case conference, core curriculum conference, professor rounds, clinical case conference and cardiac catheterization conference. In addition, monthly journal clubs and multidisciplinary airway conferences are held. Participation in the Harvard Combined Cardiothoracic Conference is mandatory. Two-Year Program Our two-year program consists of: Six months of general thoracic surgery at BIDMC Nine months of adult cardiac surgery at BIDMC Three months of pediatric cardiac surgery at Boston Children's Hospital Six months of adult cardiothoracic surgery at BIDMC -- a chief resident experience on the adult cardiac surgery or general thoracic surgery service, a flexible designation depending on the trainee's career goals General Thoracic Surgery The first six-month block of the first year is composed of General Thoracic Surgery. Education consists of: Participation in the preoperative, operative and postoperative care of all patients, with the trainee serving as chief resident of the service Gradually increased operative autonomy, including complex minimally invasive pulmonary and esophageal operations, complex airway surgery and surgical treatment of airway disease Participation in the weekly Multidisciplinary Thoracic Clinic, followed by a conference at which thoracic surgeons, medical oncologists, radiation oncologists, pulomonologists and thoracic radiologists discuss the patients seen earlier in the day Close collaboration with Interventional Pulmonology, including a two-week rotation learning Endobronchial ultrasound (EBUS), rigid bronchoscopy with advanced endoscopic intervention, pleural ultrasound and minimally invasive pleural interventions Adult Cardiac Surgery The second six-month block of the first year is composed of Adult Cardiac Surgery. Education consists of exposure to: Coronary revascularization Valve repair and replacement Aortic surgery and repair of congenital defects seen in adult patients Repair of atrial septic defects Participation in preoperative, operative and postoperative care Residents are involved in the operative care at an early stage, but only at a time when the attending surgeon feels comfortable in allowing the resident to perform an active role. Training in transesophageal echocardiography Boston Children's Hospital During the second year, in a three-month block, the resident is at the Boston Children's Hospital, a fellow Harvard Teaching Hospital, where the resident is exposed to congenital cardiac surgery in infants, adolescents and young adult surgery. Pediatric cardiac surgery is an integral component of the specialty. Adult Cardiac Surgery During the second quarter of year two, in a three-month block, the resident is again exposed to cardiac surgery. Education consists of the following: The resident will function as the chief resident and will have primary oversight of all patients on the adult cardiac surgical service whether or not the resident participates in the operation Residents evaluate postoperatively all patients on which he/she participates in the operative care, and at this point, is the operating surgeon on the vast majority of cases Consult must be seen by the resident and the resident is expected to be involved in the decision-making process regarding indications and timing of operations Adult Cardiothoracic Surgery During the second half of year two, in a six-month block, the resident spends time on the Adult Cardiac Surgery or General Thoracic Surgery service. This will be dependent on the individual resident's eventual career focus and exposure to that point. The resident functions as the chief resident on either service. Neurosurgery The program will provide an introductory exposure to neurosurgery. In this rotation, trainees expand upon their understanding of the basic physiology of the nervous system and explore critical concepts in the pathophysiology of neurosurgical disorders. Didactic sessions have been developed to familiarize you with current research on aspects of neurosurgical treatment. Participation in patient care provides a fruitful ground for integrating knowledge of the basic neurosciences, disease pathophysiology, and clinical practices. Trainees are exposed to both in-patient and out-patient neurosurgical practices. Finally, experiences in the operating room are designed to facilitate an understanding of the basic neurosurgical techniques and etiquette. Additionally, the program is designed to offer a sampling of the neurosurgery programs available through the Harvard Medical School. Trainees rotate through the other institutions of the Harvard Medical School including Massachusetts General Hospital as well as the Brigham and Woman's Hospital neurosurgery programs. Podiatry: Education - Residency Program The Division of Podiatric Surgery sponsors a three year residency program in podiatric surgery. First Year The first year consists of a rotating surgical internship designed to prepare the new podiatric graduate with knowledge and skills to care for the general surgical and hospitalized patient. Rotations include internal medicine, emergency medicine, anesthesiology, general surgery, vascular surgery, infectious disease, radiology and rheumatology. Second and Third Year The second and third years are devoted to the development of surgical knowledge and skills. This includes surgical training in diabetic foot surgery, trauma and reconstructive surgery of the foot and ankle. | CONTINUED | |
| Acute Care Surgery / Surgical Critical Care : Education Our one year ACGME accredited Surgical Critical Care Fellowship at Harvard / BIDMC provides robust clinical and academic training to surgeons seeking to become leaders in Acute Care Surgery and Surgical Critical Care. The program is focused on a broad-based curriculum in trauma and surgical critical care with a multidisciplinary exposure in two high-acuity intensive care units, a Trauma Surgical ICU and a Surgical ICU. Over 2500 combined admissions per year are represented by a wide variety of general surgery subspecialties, as well as acute care surgery, cardiothoracic, neurosurgery, orthopedics, otorhinolaryngology, plastic surgery, transplant, urology, and vascular surgery. Graduating fellows will be well-trained and confident in cutting edge bedside echocardiography, a unique asset among critical care training programs. Additional critical care experience will be available in the Cardiovascular ICU, as well as local rotations in Burn and Pediatric intensive care units. A dedicated research elective allows for innovation and scientific discovery. Electives are available in acute care surgery, trauma radiology, emergency medical services, global health, or can be fashioned to individual interests. Overall, the Fellows receive a comprehensive educational experience in the management of complex patients, using modern technologies and innovative techniques in advanced airway management, conventional and non-conventional modes of ventilation, invasive and non-invasive hemodynamic monitoring, permissive hypotension, hypothermic resuscitation, and continuous renal replacement therapy. They are expected to graduate as master bedside clinicians. Center for Minimally Invasive Surgery: Education A one year clinical training program in minimally invasive surgery is offered to applicants who have completed training in general surgery. The program provides a full experience in all areas of advanced minimally invasive surgery. The emphasis is on laparoscopic gastric bypass and laparoscopic adjustable band and treatment of the morbidly obese patient. Based at the Beth Israel Deaconess Medical Center, the program includes rotations to Brigham and Women's and Massachusetts General Hospitals. Plastic and Reconstructive Surgery: Education The Division of Plastic Surgery participates in the Combined Harvard Plastic Surgery Residency Program. The BIDMC is one of the affiliate institutions in this program, which also includes the Brigham & Women's Hospital, Children's Hospital, Massachusetts General Hospital and the Shriners Burns Hospital. In addition to the Plastic Surgery Residency Program, the Division of Plastic Surgery also sponsors three post-residency fellowship programs. All of these fellowships are for one year and include the following programs: Aesthetic Plastic Surgery Fellowship Hand / Microsurgery Fellowship Peter Jay Sharp Aesthetic & Reconstructive Breast Surgery Fellowship Vascular and Endovascular Surgery: Education - Residency Program The overall goal of the vascular surgery residency program is to prepare residents to function as qualified practioners of vascular surgery at the high level of performance expected of a board-certified specialist by providing: Comprehensive clinical training in vascular surgery Basic science or clinical research experience for the resident Excellent surgical and medical care By accomplishing these goals, we hope to produce trainees who will be able to successfully pursue a career in academic surgery or enter private practice in Vascular Surgery. Overall, the program is designed with graduated responsibility and supervision at each level of training. Schedule I Part I Line 2 - Procedures for Monitoring the Use of Grant Funds in the US As previously described in greater detail in this Form 990 Schedule H, Hospitals, describing Beth Israel Deaconess Medical Center's (BIDMC) commitment to our community, BIDMC partners with community leaders and community-based organizations; they serve as links to the community and teachers of how we can better serve the populations they represent. In addition, we collaborate with a wide variety of organizations because healthcare services by themselves are not adequate to maximize improvement of health status. As such, our involvement with our community is on-going and part of that on-going relationship includes reporting on how grant funds are expended. As a recipient of federal sponsored projects, BIDMC must comply with the guidelines outlined in OMB Circular A-133. BIDMC is required by federal regulation to monitor expenses of federal funds awarded to BIDMC that are sub-contracted to another institution, organization, or individual. Federal subcontracted research grants as well as other subcontracted research grants are monitored by the Clinical Department sponsoring the activity. The Shapiro Institute for Education and Research is an organization exempt from income tax under section 501(c)(3) of the Internal Revenue Code of 1986, as amended, and a support organization of BIDMC. BIDMC's departments of fiscal services and medical education management monitor periodic spending reports sent by the Shapiro Institute for review and approval. Schedule J - Part I Question 4b Supplemental Nonqualified Retirement Plan Beth Israel Deaconess Medical Center (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. BIDMC maintains an IRC Sec. 457 plan pursuant to which eligible employees can defer part of their compensation. This plan is strictly employee funded with no employer deferrals. Under the definitions to this Form 990, this plan is considered a supplemental non-qualified retirement plan. Amounts deferred by participants are included in Form 990 Schedule J Part II Column B(iii), Other Reportable Compensation, in accordance with the instructions to this Form 990. Schedule J Part I Question 5a Compensation Contingent on the Revenues of the Organization BIDMC executive compensation packages include opportunities to earn incentive compensation based on a combination of meeting or exceeding BIDMC's objectives for quality and patient safety, BIDMC's budgeted consolidated operating margin, and meeting individual goals and objectives. The incentive compensation for each executive is reviewed and approved by the BIDMC Compensation Committee, which as previously noted, is fully staffed by independent members. BIDMC Form 990 Schedule J Additional Explanatory Footnotes for Schedule O Reportable Compensation listed in Form 990 Part VII includes Base Compensation, Bonus/Incentive Compensation and Other Reportable Compensation as reported in Form 990 Schedule J. Other Compensation listed in Form 990 Part VII includes Deferred Compensation and Non-taxable Benefits as reported in Form 990 Schedule J. Reportable Compensation: Amounts not otherwise separately noted in this return but quantified in Other Reportable Compensation include amounts from one or more of the following items: The employee's own contributions to a 401k Plan; the employee's own contributions to 403b Plan; Amounts deferred by the employee (plus earnings) under a fully vested 457(b) plan; Increase/Decrease in value of nonqualified 457(b) fully vested plan; Taxable employer-subsidized parking; Taxable Moving Expenses; Taxable Life, disability, or Long-term care insurance; and Other Taxable Retirement Benefits Deferred Compensation: Amounts not otherwise separately noted but quantified in deferred compensation include amounts from one or more of the following items: Employer Contributions to 401k Retirement Plan, Employer Contributions to 403b Retirement Plan, Employer contribution to Pension Plan Non-taxable Benefits: Amounts not otherwise separately noted but quantified in non-taxable benefits include amounts from one or more of the following 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. Beth Israel Deaconess Medical Center and Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center may be referred to in these explanatory notes to Form 990 Part VII and Form 990 Schedule J as BIDMC and HMFP respectively. | CONTINUED | |
| Chaikof, M.D., PhD, Elliot Director (Ex-Officio) and Chief (Surgery) - BIDMC Director (Ex-Officio) and Chair (Surgery) - HMFP President, Beth Israel Deaconess Department of Surgery Foundation, Inc. (Surgery Fdn.) Director, Cardiovascular Managements Associates, Inc. (CVMA) Dr. Chaikof's term on the BIDMC Board began on August 1, 2010. Hurst, M.D., James M. Director (Ex-Officio) and Acting Chief (Surgery) - BIDMC Director (Ex-Officio) and Acting Chair (Surgery) - HMFP Acting President, Beth Israel Deaconess Department of Surgery Foundation (Surg Fdn) Director, Cardiovascular Management Associates (CVMA) Dr. Hurst's term on the BIDMC Board ended on July 31, 2010 Dr. Hurst performs services for both BIDMC and HMFP. As required by this Form 990, although Dr. Hurst is paid directly by HMFP, the portion of Dr. Hurst's compensation attributable to his services performed at BIDMC has been separately reported on this Form 990, as further outlined below. Payments reported by BIDMC: Base Compensation: 328,456 Bonus and Incentive Compensation: 0 Other Reportable Compensation: 21,903 Deferred Compensation: 19,102 Non-Taxable Benefits: 6,146 Payments reported by HMFP: Base Compensation: 328,456 Bonus and Incentive Compensation: 0 Other Reportable Compensation: 21,903 Deferred Compensation: 19,102 Non-Taxable Benefits: 6,146 Jick, Daniel J. Director - BIDMC Mr. Jick's term on the BIDMC Board ended on February 28, 2010. Kay, Stephen B. Director and Board Chair - BIDMC Director - HMFP Director (Ex-Officio) - CareGroup, Inc. Mr. Kay's term as Board Chair of the BIDMC Board began on October 1, 2009. Ladd, Edward Director (Ex-Officio)- BIDMC Mr. Ladd's term on the BIDMC Board began on December 16, 2009. Levy, Paul F. Director (Ex-Officio), President and CEO - BIDMC Director, HMFP Director, CVMA, Director, Beth Israel Anaesthesia Foundation, Inc., (BIAF) Director, Beth Israel Deaconess Department of Medicine, Inc., (BIDDM) Director, Beth Israel Deaconess Medical Center Obstetrics and Gynecology Foundation, Inc. (Ob/Gyn Fdn) Director, BIH Pathology Foundation, Inc. (Path Fdn) Director, Surg Fdn Trustee - Beth Israel Deaconess Hospital - Needham (BIDN) Mr. Levy received payments directly from CareGroup, Inc. (CareGroup) for his services rendered as President & CEO of BIDMC. CareGroup is the sole Member of BIDMC, an entity exempt from income tax under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, and a support organization of BIDMC. As required by this Form 990, although Mr. Levy was paid directly by CareGroup, Mr. Levy's compensation has been separately reported by BIDMC on this Form 990, as further outlined below: Payments reported by BIDMC: Base Compensation: 700,911 Bonus and Incentive Compensation: 120,000 Other Reportable Compensation: 86,086 Deferred Compensation: 10,000 Non-Taxable Benefits: 25,249 Other Reportable and Deferred Compensation for Mr. Levy includes combined payments from a nonqualified retirement plan in the amount of $55,337. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $120,000 was also previously reported as Deferred Compensation in the prior year Form 990. Ryan, Patrick T. Director - BIDMC Mr. Ryan's term on the BIDMC Board ended on May 4, 2010. Silverman, Lois E. Director (Ex-Officio) - BIDMC Ms. Silverman's term on the BIDMC Board began on December 16, 2009. Zeidel, M.D., Mark L. Director (Ex-Officio) & Chief (Medicine) - BIDMC Director (Ex-Officio) & Chair (Medicine) - HMFP Director, Medical Care of Boston Management Corp dba Affiliated Physicians Group (APG) Director, CVMA Director, Beth Israel Deaconess Department of Medicine Foundation, Inc. (BIDDM) Herrman Ludwig Blumgart Professor of Medicine at Harvard Medical School - Harvard Medical School Dr. Zeidel performs services for both BIDMC and HMFP. As required by this Form 990, although Dr. Zeidel is paid directly by HMFP, the portion of Dr. Zeidel's compensation attributable to his services performed at BIDMC has been separately reported on this Form 990, as further outlined below. Payments reported by BIDMC: Base Compensation: 324,322 Bonus and Incentive Compensation: 0 Other Reportable Compensation: 19,501 Deferred Compensation: 22,206 Non-Taxable Benefits: 7,930 Payments reported by HMFP: Base Compensation: 324,322 Bonus and Incentive Compensation: 0 Other Reportable Compensation: 19,501 Deferred Compensation: 22,206 Non-Taxable Benefits: 7,929 As required by this Form 990, compensation reported by BIDMC and HMFP for the 2009 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 the BIDMC Department of Medicine and Herrman Ludwig Blumgart Professor of Medicine at Harvard Medical School: $137,403 Base and Other Reportable Compensation, $15,012 Deferred Compensation and $1,687 Non-Taxable Benefits. As required by this Form 990, compensation reported by BIDMC and HMFP for the 2009 calendar year includes the following payments from the Beth Israel Deaconess Department of Medicine Foundation, Inc. (BIDDM): $2,250 Base and Other Reportable Compensation. Buehrens, Eric P. Executive Vice President and Chief Operating Officer - BIDMC Payments made by BIDMC: Base Compensation: 524,912 Bonus and Incentive Compensation: 69,600 Other Reportable Compensation: 51,950 Deferred Compensation: 6,640 Non-Taxable Benefits: 51,189 Other Reportable and Deferred Compensation for Mr. Buehrens includes combined payments from a nonqualified retirement plan in the amount of $51,698. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $69,600 was also previously reported as Deferred Compensation in the prior year Form 990. Fischer, Steven Senior Vice President and Chief Financial Officer - BIDMC Payments made by BIDMC: Base Compensation: 436,677 Bonus and Incentive Compensation: 47,087 Other Reportable Compensation: 69,315 Deferred Compensation: 5,784 Non-Taxable Benefits: 38,039 Other Reportable and Deferred Compensation for Mr. Fischer includes combined payments from a nonqualified retirement plan in the amount of $51,722 As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $47,087 was also previously reported as Deferred Compensation in the prior year Form 990. Armstrong, Walter Senior Vice President (Capital Facilities & Engineering) - BIDMC Payments made by BIDMC: Base Compensation: 345,997 Bonus and Incentive Compensation: 30,475 Other Reportable Compensation: 58,514 Deferred Compensation: 2,708 Non-Taxable Benefits: 47,403 Other Reportable and Deferred Compensation for Mr. Armstrong includes combined payments from a nonqualified retirement plan in the amount of $37,866. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $30,475 was also previously reported as Deferred Compensation in the prior year Form 990. Maurer, R.N., Marsha Senior Vice President, Clinical Operations & Chief Nursing Officer - BIDMC Director - CVMA Payments made by BIDMC: Base Compensation: 258,773 Bonus and Incentive Compensation: 15,609 Other Reportable Compensation: 57,111 Deferred Compensation: 5,517 Non-Taxable Benefits: 30,241 Other Reportable and Deferred Compensation for Ms. Maurer includes combined payments from a nonqualified retirement plan in the amount of $37,600. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $15,609 was also previously reported as Deferred Compensation in the prior year Form 990. Sheehan, Jayne Senior Vice President Ambulatory & Emergency Services - BIDMC Payments made by BIDMC: Base Compensation: 282,954 Incentive Compensation: 31,550 Other Reportable Compensation: 56,697 Deferred Compensation: 9,061 Non-Taxable Benefits: 28,909 Other Reportable and Deferred Compensation for Ms. Sheehan includes combined payments from a nonqualified retirement plan in the amount of $42,203. As required by this Form 990, Incentive Compensation for the 2009 calendar year in the amount of $31,550 was also previously reported as Deferred Compensation in the prior year Form 990. | CONTINUED | |
| Sukhatme, M.D., PhD, Vikas P. Senior Vice President & Chief Academic Officer - BIDMC Nephrologist- HMFP Victor J. Aresty Professor of Medicine, Harvard Medical School Dr. Sukhatme performs services for both BIDMC and HMFP. As required by this Form 990, although Dr. Sukhatme is paid directly by HMFP, the portion of Dr. Sukhatme's compensation attributable to his services performed at BIDMC has been separately reported on this Form 990, as further outlined below. Payments reported by BIDMC: Base Compensation: 388,950 Incentive Compensation: 48,300 Other Reportable Compensation: 32,554 Deferred Compensation: 34,590 Non-Taxable Benefits: 12,623 Payments reported by HMFP: Base Compensation: 33,822 Incentive Compensation: 4,200 Other Reportable Compensation: 2,831 Deferred Compensation: 3,008 Non-Taxable Benefits: 1,098 As required by this Form 990, compensation reported by BIDMC and HMFP for the 2009 calendar year includes the following payments from the President and Fellows of Harvard College/Harvard Medical School related to Dr. Sukhatme's position as Victor J. Aresty Professor of Medicine, Harvard Medical School: $81,979 Base and Other Reportable Compensation, $8,198 Deferred Compensation and $116 Non-Taxable Benefits. Zankman, Lisa Senior Vice President, Human Resources - BIDMC Payments made by BIDMC: Base Compensation: 258,536 Bonus and Incentive Compensation: 32,234 Other Reportable Compensation: 76,542 Deferred Compensation: 3,691 Non-Taxable Benefits: 34,833 Other Reportable and Deferred Compensation for Ms. Zankman includes combined payments from a nonqualified retirement plan in the amount of $40,641. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $32,234 was also previously reported as Deferred Compensation in the prior year Form 990. Halamka, M.D., John D. Senior Vice President & Chief Medical Information Officer - BIDMC Chief Information Officer - Harvard Medical School Dr. Halamka performs services for both BIDMC and Harvard Medical School. As required by this Form 990, although Dr. Halamka is paid directly by BIDMC, Harvard Medical School reimbursed BIDMC for the portion of Dr. Halamka's compensation related to his role as Associate Dean for Education Technology at Harvard Medical School. The compensation attributable to each position has been separately reported on this Form 990, as further outlined below. Payments reported by BIDMC: Base Compensation: 304,076 Bonus and Incentive Compensation: 40,307 Other Reportable Compensation: 59,459 Deferred Compensation: 6,405 Non-Taxable Benefits: 33,806 Payments reported by PFHC: Base Compensation: 185,361 Bonus and Incentive Compensation: 0 Other Reportable Compensation: 0 Deferred Compensation: 0 Non-Taxable Benefits: 0 Other Reportable and Deferred Compensation for Dr. Halamka includes combined payments from a nonqualified retirement plan in the amount of $52,052. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $40,307 was also previously reported as Deferred Compensation in the prior year Form 990. McGovern, Esq., Patricia Senior Vice President, Corporate & Community Affairs and General Counsel - BIDMC Payments made by BIDMC: Base Compensation: 298,831 Bonus and Incentive Compensation: 41,852 Other Reportable Compensation: 85,414 Deferred Compensation: 4,311 Non-Taxable Benefits: 37,517 Other Reportable and Deferred Compensation for Ms. McGovern includes combined payments from a nonqualified retirement plan in the amount of $49,444. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $41,852 was also previously reported as Deferred Compensation in the prior year Form 990. Laping, Kristine Senior Vice President, Development - BIDMC Payments made by BIDMC: Base Compensation: 270,891 Bonus and Incentive Compensation: 36,214 Other Reportable Compensation: 46,592 Deferred Compensation: 3,750 Non-Taxable Benefits: 34,730 Other Reportable and Deferred Compensation for Ms. Laping includes combined payments from a nonqualified retirement plan in the amount of $39,513. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $36,214 was also previously reported as Deferred Compensation in the prior year Form 990. Liebman, Jeffrey H. President & CEO - Beth Israel Deaconess Hospital Needham (BIDN) President & CEO - Medical Care of Boston Management Corp. d/b/a/ Affiliated Physicians Group (APG) Mr. Liebman performed services for both BIDN and APG. As required by this Form 990, although Mr. Liebman was paid directly by BIDMC, Mr. Liebman's compensation is separately reported by BIDN and APG, as follows: Payments reported by BIDN: Base Compensation: 141,660 Bonus and Incentive Compensation: 15,039 Other Reportable Compensation: 29,471 Deferred Compensation: 2,000 Non-Taxable Benefits: 15,095 Payments reported by APG: Base Compensation: 141,660 Incentive Compensation: 15,040 Other Reportable Compensation: 29,471 Deferred Compensation: 2,000 Non-Taxable Benefits: 15,095 Other Reportable and Deferred Compensation for Mr. Liebman includes combined payments from a nonqualified retirement plan in the amount of $43,613. As required by this Form 990, combined Bonus & Incentive Compensation for the 2009 calendar year in the amount of $30,800 was also previously reported as Deferred Compensation in the prior year Form 990. Lee, Alice Vice President, Business Transformation - BIDMC Payments made by BIDMC: Base Compensation: 211,855 Bonus and Incentive Compensation: 28,807 Other Reportable Compensation: 66,404 Deferred Compensation: 5,120 Non-Taxable Benefits: 33,141 Other Reportable and Deferred Compensation for Ms. Lee includes combined payments from a nonqualified retirement plan in the amount of $31,940. Anderson, Dianne J. Former Senior Vice President, Clinical Operations - BIDMC Former Director, CVMA Ms. Anderson served as Senior Vice President of Clinical Operations at Beth Israel Deaconess Medical Center through May 15, 2009. All payments to Ms. Anderson relate to this role. Payments made by BIDMC: Base Compensation: 186,407 Bonus and Incentive Compensation: 32,900 Other Reportable Compensation: 63,972 Deferred Compensation: 4,375 Non-Taxable Benefits: 28,272 Other Reportable and Deferred Compensation for Ms. Anderson includes combined payments from a nonqualified retirement plan in the amount of $55,192. As required by this Form 990, Bonus & Incentive Compensation for the 2009 calendar year in the amount of $32,900 was also previously reported as Deferred Compensation in the prior year Form 990. Fischer, M.D., Josef E. Surgeon - HMFP Professor of Surgery - Harvard Medical School Former Director (Ex-Officio) and Former Chief of Surgery - BIDMC Former Chairman of Surgery - HMFP Dr. Fischer served as Director (Ex-Officio) and Chief of Surgery at Beth Israel Deaconess Medical Center through June 26, 2008. All payments to Dr. Fischer reported here relate to the position held during the period covered by this filing. As required by this Form 990, although Dr. Fischer was paid directly by HMFP, although Dr. Fischer was paid directly by HMFP, BIDMC reimbursed HMFP for his compensation. As such, Dr. Fischer's compensation has been reported on this Form 990, as further outlined below. Payments reported by BIDMC: Base Compensation: 265,414 Bonus and Incentive Compensation: 0 Other Reportable Compensation: 31,668 Deferred Compensation: 16,171 Non-Taxable Benefits: 26,711 As required by this Form 990, compensation reported by BIDMC for the 2009 calendar year includes the following payments from the President and Fellows of Harvard College/Harvard Medical School related to Dr. Fischers position as Professor of Surgery, Harvard Medical School: $143,088, Base and Other Reportable Compensation, $16,171 Deferred Compensation and $26,711 Non-Taxable Benefits. Moellering, M.D., Robert C. Physician, Infections Disease - HMFP Former Director (Ex-Officio) and Former Chief of Medicine - BIDMC Dr. Moellering served as Director (Ex-Officio) and Chief of Medicine at Beth Israel Deaconess Medical Center through June 30, 2005. All payments to Dr. Moellering reported here relate to his current role. Payments made by HMFP: Base Compensation: 157,824 Bonus and Incentive Compensation: 0 Other Reportable Compensation: 15,718 Deferred Compensation: 0 Non-Taxable Benefits: 6,400 | CONTINUED | |
| Schedule K - | 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 Beth Israel Deaconess Medical Center (BIDMC) 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 Schedule K Part II Line 8 - Year of Substantial Completion of Project(s) The projects financed and/or refinanced with tax-exempt bond financed were completed, or will be completed, on various dates. 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, 2010 were reviewed to ensure proper accounting of any private use generated from such activities. In addition, such agreements are generally reviewed by inside counsel prior to finalizing. Schedule L Part IV Co, (d) Description of Transactions Involving Interested Persons Alan Bufferd, Treasurer of Beth Israel Deaconess Medical Center (BIDMC), sits on the Boards of CRICO, RMF, Controlled Risk Insurance Company, Ltd. (CRICO/Cayman) and Controlled Risk Insurance Company of Vermont, Inc. (A Risk Retention Group) (CRICO/VT). CRICO/VT is a wholly-owned subsidiary of CRICO/RMF. Paul Levy, served as President and Chief Executive Officer of BIDMC, Director at Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center (HMFP), and a member of the Board of Trustees at Beth Israel Deaconess Hospital-Needham (BIDN) and Harold Hestnes, Chair of the CareGroup Board of Directors both sit on the Boards of The Risk Management Foundation of the Harvard Medical Institutions, Inc. (CRICO/RMF). All CRICO/RMF and CRICO/Cayman shareholders are entities exempt from income taxes under Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. CareGroup, the parent entity and a supporting organization of BIDMC, BIDN and HMFP, is a CRICO/Cayman and CRICO/RMF shareholder and through CareGroup, BIDMC purchases physician professional liability insurance and general liability insurance for BIDMC and HMFP. For the period covered by this filing, BIDMC paid combined $ 22,806,986 to CRICO and RMF for this insurance coverage. BIDN and CareGroup paid $894,954 and $614,534 respectively for this coverage. Stuart A. Rosenberg, MD, a Director (Ex-Officio) of BIDMC, and President and CEO of Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center (HMFP) is married to Patti Rosenberg, who provides network development services to Cardiovascular Management Associates, a support organization of BIDMC. Her salary and other income include: Base Compensation: $150,000 Bonus and Incentive Compensation: $5,000 Other Reportable Compensation: $27,164 Contribution to Employee Benefit Plans Includes: Deferred Compensation: $27,000 Non-Taxable Benefits: $1,240 Mark L. Zeidel, M.D., a 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, dba 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: $200,000 Other Reportable Compensation: $25,611 Contribution to Employee Benefit Plans Includes: Deferred Compensation: $24,000 Non-Taxable Benefits: $6,066 Schedule M Part I - Question 32a As reported in this Form 990, Beth Israel Deaconess Medical Center (BIDMC) is the sole Member of Beth Israel Deaconess Hospital - Needham (BIDN) and BIDMC helps to support BIDN's activities by providing development services to BIDN. Annually BIDN holds a fundraising event. BIDMC assists BIDN board members and other volunteers plan and conduct this event. A component of the event is a charity auction for which BIDMC retains an auctioneer. BIDN reimburses BIDMC for this cost. Schedule M Part II - Supplemental Information Line 25 - Beth Israel Deaconess Medical Center (BIDMC) received a donation of refreshments which were consumed at a fundraising event. The donation did not meet BIDMC's definition of gifts to be recorded in the financial statements of BIDMC, and therefore are not included in this Form 990, Part VIII, line 1g. Line 26 - BIDMC received three donations of Medical Equipment and Supplies. The items are used in patient care, and do not meet BIDMC's definition of gifts to be recorded in the financial statements of BIDMC. Accordingly, these gifts are not included in this Form 990, Part VIII, line 1g. | Explanatory Statement |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (29 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Assoc Phys Harvard Med Fac Phy at BIDMC | |||||||||
| 375 Longwood Ave | Boston | MA | 02215 | 320058309 | To provide emergency medical services | MA | 501(c)(3) | Line 11a, I | Harvard Med Fac Phys at BIDMC |
| BI Anaesthesia Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042997215 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BI Community Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042776678 | Inactive Corporation | MA | 501(c)(3) | Line 7 | none |
| BI Deaconess Department of Medicine Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 043079630 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BI Deaconess Department of Neonatology Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 208253452 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BI Deaconess Department of Neurology Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 043030397 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BI Deaconess Department of Orthopaedic Surgery Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 204974585 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BI Deaconess Department of Surgery Foundation Inc | |||||||||
| 110 Francis Street | Boston | MA | 02215 | 020671240 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BI Deaconess Hospital Needham Inc | |||||||||
| 148 Chestnut St | Needham | MA | 02492 | 043229679 | Hospital for the treatment, care and relief of sick and suffering persons. | MA | 501(c)(3) | Line 3 | Beth Israel Deaconess Medical Center Inc |
| BIDMC and Children's Hospital Medical Care Corp | |||||||||
| 300 Longwood Ave | Boston | MA | 02215 | 043200113 | Outpatient ambulatory care center in Lexington, MA | MA | 501(c)(3) | Line 11a, I | none |
| BIDMC Obstetrics and Gynecology Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042794855 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BI Dermatology Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 043117601 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BIH Pathology Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 222548374 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| BIH Radiologic Foundation Inc | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042571853 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| Cardiovascular Assoc Phys of HMFP at BIDMC Inc | |||||||||
| 185 Pilgrim Road Bost | Boston | MA | 02215 | 043208878 | Specialized cardiovascular med svcs to patients of Cardio Vsucal Institutes | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| Cardiovascular Management Associates Inc | |||||||||
| 185 Pilgrim Road | Boston | MA | 02215 | 208550792 | Facilitate comp cardiovascular care, edu, and research, within BIDMC, HMFP | MA | 501(c)(3) | Line 11a, I | Beth Israel Deaconess Medical Center Inc |
| CareGroup Inc | |||||||||
| 109 Brookline Ave | Boston | MA | 02215 | 222629185 | Develop and coordinate integrated health care delivery system | MA | 501(c)(3) | Line 11d, III-O | none |
| Carl J Shapiro Institute | |||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 043326928 | Develop innv prog and models for teaching and research | MA | 501(c)(3) | Line 11a, I | none |
| Continuing Edu Program dba BID Dept of Psych Fdn | |||||||||
| 401 Park Dr | Boston | MA | 02215 | 043242952 | Patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 11a, I | HMFP at BIDMC |
| Joslin Clinic Inc | |||||||||
| One Joslin Place | Boston | MA | 02215 | 222984590 | To provide specialty medical and research services for diabetes | MA | 501(c)(3) | Line 11a, I | none |
| Med Care of Boston Mgmt Corp dba Affiliated Phys Group | |||||||||
| 400 Hunnewell St | Needham | MA | 02494 | 042810972 | Medical Services Organization | MA | 501(c)(3) | Line 9 | Beth Israel Deaconess Medical Center Inc |
| Mount Auburn Hospital | |||||||||
| 330 Mount Auburn St | Cambridge | MA | 02138 | 042103606 | Hospital for the treatment, care and relief of sick and suffering persons | MA | 501(c)(3) | Line 3 | CareGroup Inc |
| Mount Auburn Professional Services Inc | |||||||||
| 330 Mount Auburn St | Cambridge | MA | 02138 | 043026897 | Offering medical care in general and specialized practices | MA | 501(c)(3) | Line 11a, I | Mount Auburn Hospital |
| New England Baptist Hospital | |||||||||
| 125 Parker Hill Ave | Boston | MA | 02120 | 042103612 | Orthopedic specialty hospital | MA | 501(c)(3) | Line 3 | CareGroup Inc |
| New England Baptist Medical Associates Inc | |||||||||
| 125 Parker Hill Ave | Boston | MA | 02120 | 043326928 | Outpatient medical services to the various communities serviced by NEBH | MA | 501(c)(3) | Line 3 | New England Baptist Hospital Inc |
| Riverbrook Corporation | |||||||||
| 109 Brookline Ave | Boston | MA | 02215 | 042828955 | To hold title to property for CareGroup, Inc. | MA | 501(c)(2) | CareGroup Inc | |
| Harvard Medical Collaborative Inc | |||||||||
| 25 Shattuck St | Boston | MA | 02115 | 043476764 | Coordinate and provide stategic planning opp for HMS | MA | 501(c)(3) | Line 11a, I | none |
| Harvard Medical Faculty Physicians at BIDMC Inc | |||||||||
| 375 Longwood Ave | Boston | MA | 02215 | 222768204 | General and specialized medical services to the patients of BIDMC and others | MA | 501(c)(3) | Line 9 | Beth Israel Deaconess Medical Center Inc |
| Heart Center of Metrowest Inc | |||||||||
| 99 Lincoln St | Boston | MA | 01702 | 030390670 | To provide outpatient medical services to the metrowest communities | MA | 501(c)(3) | Line 9 | Cardiovascular Management Associates Inc |
Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Code VCodeVAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CG Clin Rsrch LLC | |||||||||||||
| 109 Brookline Ave | Boston | MA | 02215 | 300228711 | To participate in a clinical research partnership | MA | 770451 | 0 | 1 | ||||
| CG Inv Ptsp LLP | |||||||||||||
| 109 Brookline Ave | Boston | MA | 02215 | 043278109 | Investment Partnership | MA | 321635303 | 0 | 0 | BIDMC | Excluded | 8310687 | $78,144 |
| Phys Prof Svcs LLP | |||||||||||||
| 10 Cabot Road | Medford | MA | 02155 | 043275078 | To provide medical billing services | MA | 0 | 0 | See Sch O | Related | |||
| Advanced Vascular Care LLC | |||||||||||||
| 375 Longwood Ave | boston | MA | 02215 | 261647880 | To provide medical support services | MA | 0 | 0 | Harvard Medical Faculty Physicians at BIDMC | Related | |||
| Beth Israel Deaconess Physician Organization LLC | |||||||||||||
| 110 Francis Street | boston | MA | 02215 | 043426253 | Coordinated, safe and cost effective patient care at BIDMC | MA | 0 | 0 | Harvard Medical Faculty Physicians at BIDMC | Related | |||
| Be-Well Body Scan LLC | |||||||||||||
| 25 Boylston Street | Chestnut Hill | MA | 02215 | 260051016 | To Operate a diagnostic imaging center | MA | 0 | 0 | BIH Radiologic Foundation Inc | related | |||
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| BIDMCCGSMC JV Inc | ||||||||
| 400 Hunnewell St | Needham | MA | 02494 | 264426847 | Inactive corporation | MA | NONE | C |
| Chestnut HealthCare Alliance Inc | ||||||||
| 148 Chestnut St | Needham | MA | 02494 | 043265117 | Physician/Hospital Organization | MA | NONE | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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