2026-08-14T16:54:03-05:00 2025-09-30 861065772 DELOITTE TAX LLP 7900 TYSONS ONE PLACE SUITE 800 MCLEAN VA 221024219 990 2024-10-01 222768204 HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INC HARV 7817448924 375 LONGWOOD AVENUE 3RD FLOOR BOSTON MA 02215 MEGHAN AGNEW TREASURER & CFO 7817448924 2026-08-11 0 0 RACHEL KAUFMAN P01485017 7032511000 2024 2025-03-06 01:10:19Z ALEXA B KIMBALL MD MPH 375 LONGWOOD AVENUE 3RD FLOOR BOSTON MA 02215 809798771 0 X WWW.HMFP.CAREGROUP.ORG X 1998 MA SEE SCHEDULE O. 24 6 1588 6 878227 10206 6696682 2609622 704010118 798467470 3911456 8721679 0 0 714618256 809798771 70770 30600 0 0 631347411 697179508 0 0 0 90277402 93708772 721695583 790918880 -7077327 18879891 400825550 461433423 206556506 236920431 194269044 224512992 X SEE SCHEDULE O. 0 0 570220477 22531 587914166 PATIENT SERVICES - SEE SCHEDULE O 40383185 1596 41636258 TEACHING - SEE SCHEDULE O 45091027 1782 46490181 RESEARCH - SEE SCHEDULE O 118742339 4692 122426865 OTHER: 118742339 4692 122426865 774437028 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 173 0 1 1588 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 24 6 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 MA X MEGHAN AGNEW 6176329888 375 LONGWOOD AVENUE BOSTON MA 02215 HEALY PETER DIR EX-OFF; PRES, BIDMC/METRO BOSTON 1.00 64.00 X 0 1397820 60310 RODRIGUEZ MD EDWARD KENNETH DIR(EXOFF)/ORTHO SURG CHR; CHF BIDMC 30.00 32.00 X 568725 568725 117232 KIMBALL MD MPH ALEXA B DIR (EX-OFF), PRES & CEO 53.00 12.00 X X 1111054 0 113729 STEVENSON MD PHD MARY ANN DIR, CLERK; CHR RAD ONC; CHF BIDMC 30.00 33.00 X X 478641 478641 79068 PURSLEY MD DEWAYNE M DIR EX-O, CHR; NEONAT CHR, BIDMC CHF 30.00 34.00 X X 458245 458245 97172 KRUSKAL MD PHD JONATHAN B DIR(EX-OFF)/RAD CHR; CHF RAD BIDMC 30.00 31.00 X 464710 464710 77804 TALMOR MD MPH DANIEL DIR, VICE CHR; CHR ANEST; BIDMC CHF 30.00 33.00 X X 443750 443750 105360 CHAIKOF MD PHD ELLIOT L DIR (EXOFF)/SURG CHR; BIDMC SURG CHF 30.00 32.00 X 610697 610697 140088 ZEIDEL MD MARK L DIR(EX-OFF)/CHR MED; CHF MED, BIDMC 30.00 33.00 X 455005 455005 89628 WOLFE MD RICHARD E DIR/CHR EMERG MED; CHF EMED, BIDMC 30.00 32.00 X 376696 376696 73654 ANDERSON MD MEGAN E DIRECTOR; ORTHOPAEDIC SURGEON 55.00 0.00 X 661290 0 83834 ROEHRL MD MICHAEL DIR (EX-O)/PATH CHR; CHF PATH, BIDMC 30.00 31.00 X 327457 327457 85728 GREENBERG MD WILLIAM DIR(EX-O)/PSYCH CHR; CHF PSYCH BIDMC 30.00 31.00 X 322922 322922 67530 RUTKOVE MD SEWARD DIR(EXO)/CHR NEURO; CHF NEURO, BIDMC 30.00 32.00 X 326797 326797 58436 SHAEFI MD SHAHZAD DIRECTOR; ANESTHESIOLOGIST 55.00 1.00 X 598298 0 112235 REYNOLDS MD RACHEL V DIR(EXO)/INT DERM CHR; INT CHF BIDMC 30.00 31.00 X 302529 302529 70366 ROSEN MD CARLO DIR EXO/INTRM EMRG MED CHR/CHF BIDMC 30.00 32.00 X 268141 268141 53170 TIBBLES MD CARRIE DIR; GME DIR, VC EMRG MED EDU BIDMC 55.00 0.00 X 511634 0 54105 AHMED MD MUNEEB DIR (CHIEF VASC/INTRVNTNL RADIOLOGY) 55.00 1.00 X 482650 0 67468 COHEN MD MARC DIR; PHYS, INTRNAL MED, PRIMARY CARE 55.00 0.00 X 292402 0 82186 PARRIS MD RITKA DIRECTOR; PHYSICIAN, PRIMARY CARE 55.00 0.00 X 197271 0 31007 BRENNAN KEVIN DIRECTOR 1.00 0.00 X 0 0 0 BUNTIN PHD MELINDA DIRECTOR 1.00 0.00 X 0 0 0 MCDERMOTT ESQ SHAW DIRECTOR 1.00 1.00 X 0 0 0 SINGER MBA PHD SARA J DIRECTOR 1.00 0.00 X 0 0 0 WASHINGTON MD VINDELL DIRECTOR 1.00 0.00 X 0 0 0 WYLIE MD MPH BLAIR DIR (EX-OFF)/OB/GYN CHAIR; CHF BIDMC 1.00 1.00 X 0 0 0 AGNEW MEGHAN TREASURER & CFO 53.00 12.00 X 451681 0 49091 CALLIHAN NANETTE SMITH CHIEF HUMAN RESOURCES OFFICER 55.00 1.00 X 332570 0 70583 KHABBAZ MD KAMAL R THORACIC AND CARDIAC SURGEON 55.00 0.00 X 1622030 0 68691 CHU MD LOUIS THORACIC AND CARDIAC SURGEON 55.00 0.00 X 1185975 0 84680 LEE MD BERNARD T CHIEF PLASTIC/RECONSTRUCT SURG BIDMC 55.00 1.00 X 1163777 0 90677 DOWLATSHAHI MD ARRIYAN S ORTHOPEDIC HAND SURGEON 55.00 0.00 X 1078377 0 72392 SINGHAL MD DHRUV PLASTIC AND RECONSTRUCTIVE SURGEON 55.00 0.00 X 1045212 0 91836 16138536 6802135 2248060 1362 0 1 1 BETH ISRAEL DEACONESS MEDICAL CENTE 330 BROOKLINE AVENUE BOSTON MA 02215 SUPPORT SERVICES 227976747 PHYSICIANS PROFESSIONAL SERVICES 200 RIVERS EDGE DR MEDFORD MA 02155 PROFESSIONAL BILLING SERVICES 11152578 ACCENTURE LLP PO BOX 70629 CHICAGO IL 60673 PROFESSIONAL SERVICES 5058216 BETH ISRAEL LAHEY HEALTH INC 529 MAIN STREET 4TH FL CHARLESTOWN MA 02129 MGMT/FIN/LEGAL/HR/OTHER 3204131 ANESTHESIA FINANCIAL SOLUTIONS LLC 144 GOULD STREET SUITE 150 NEEDHAM MA 02494 PROFESSIONAL BILLING SERVICES 2977420 62 2609622 2609622 PATIENT SERVICES 621111 587914166 587914166 OTHER MEDICAL SERVICES 541700 122426865 121785220 641645 RESEARCH 611710 46490181 46490181 TEACHING 541700 41636258 41636258 798467470 4827589 108169 4719420 3894090 0 3894090 3894090 128413 3765677 809798771 797825825 878227 8485097 30600 30600 8966168 8670284 295884 561477493 543710355 17767138 59502480 57744002 1758478 37906692 36786435 1120257 29326675 28459983 866692 712916 307253 405663 2386 2386 29493 29493 771826 747350 24476 28549969 21252259 7297710 148595 141848 6747 3197770 3044462 153308 3449890 3354673 95217 3711238 2804385 906853 624343 558237 66106 880322 838306 42016 1085494 969701 115793 607 607 PROFESSIONAL LIAB INSUR 17028221 16494574 533647 AFFILIATED SUPPORT 10492849 10492849 RESEARCH EXPENSE 4860769 4860972 -203 PARKING 3837675 3772525 65150 14324409 29363489 -15039080 790918880 774437028 16481852 0 17635944 92659948 16359777 17044642 36437926 28151168 24145 82800 5909418 6507092 15441717 10761348 4404648 4680369 95849496 110692553 9648000 9719978 214556196 191894873 400825550 461433423 35873495 45773223 19158468 15955330 151524543 175191878 206556506 236920431 X 194269044 224512992 194269044 224512992 400825550 461433423 X 18879891 10688924 72749 602384 X X 0 1 X 1 0 X 25511637 870236 5596466 6696682 2609622 41284643 581446375 632838608 656713902 703116641 798467470 3372582996 606958012 633708844 662310368 709813323 801077092 3413867639 0 0 0 3413867639 1781277 1528802 2468216 4068395 4827589 14674279 1781277 1528802 2468216 4068395 4827589 14674279 2473660 4388730 2309819 1361120 878227 11411556 611212949 639626376 667088403 715242838 806782908 3439953474 0.99240 0.99220 0.00430 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 29493 29493 0 PART II-B, LINE 1: HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION 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 $29,493 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. 6510490 3774403 2736087 8931227 6986945 1944282 4680369 BETH ISRAEL LAHEY HEALTH INVESTMENT PARTNERSHIP 110692553 F 110692553 DUE FROM AFFILIATES 72473924 EXTERNAL CASH 31630961 PROFESSIONAL LIABILITY INSURANCE RECOVERIES 81470317 RIGHT OF USE OPERATING LEASE ASSETS 6319671 191894873 PROFESSIONAL LIABILITY 100383361 DUE TO AFFILIATES 68299684 OPERATING LEASE OBLIGATION - ST 1429283 OPERATING LEASE OBLIGATION - LT 5079550 175191878 X PART X, LINE 2: HMFP AND CERTAIN OF ITS SUBSIDIARIES HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE COMPANY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT. CHANGES IN RECOGNITION IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. HMFP DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2025 OR 2024. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 3220 EAST ASIA AND THE PACIFIC 0 1 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 21656 EAST ASIA AND THE PACIFIC 0 2 PROGRAM-RELATED INVESTMENTS FOREIGN CONSULTING 3183 EUROPE (INCLUDING ICELAND & GREENLAND) 0 3 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 151649 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM-RELATED INVESTMENTS PROFESSIONAL EDUCATION 17028 EUROPE (INCLUDING ICELAND & GREENLAND) 0 6 PROGRAM-RELATED INVESTMENTS FOREIGN CONSULTING 12610 MIDDLE EAST AND NORTH AFRICA 0 3 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 24123 MIDDLE EAST AND NORTH AFRICA 0 4 PROGRAM-RELATED INVESTMENTS FOREIGN CONSULTING 27168 NORTH AMERICA 0 1 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 45625 NORTH AMERICA 0 1 PROGRAM-RELATED INVESTMENTS PROFESSIONAL EDUCATION 1850 NORTH AMERICA 0 2 PROGRAM-RELATED INVESTMENTS FOREIGN CONSULTING 1414 SOUTH AMERICA 0 0 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 1968 SOUTH ASIA 0 0 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 21126 SOUTH ASIA 0 0 PROGRAM-RELATED INVESTMENTS PROFESSIONAL EDUCATION 1058 SUB-SAHARAN AFRICA 0 1 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 17060 SUB-SAHARAN AFRICA 0 1 PROGRAM-RELATED INVESTMENTS PROFESSIONAL EDUCATION 5659 SUB-SAHARAN AFRICA 0 3 PROGRAM-RELATED INVESTMENTS FOREIGN CONSULTING 13082 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 21217 EAST ASIA AND THE PACIFIC 0 1 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 8474 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM-RELATED INVESTMENTS CONFERENCE/MEETING 6076 0 21 0 12 0 33 260637 144609 405246 1 0 1 1 0 1 PART IV, LINE 1: HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INC HAS REVIEWED ALL DOCUMENTATION TO DETERMINE THAT IT WAS A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION DURING THE TAX YEAR AND HAS FILED FORMS 926 WHERE REQUIRED. PART IV, LINE 3: HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INC HAS REVIEWED ALL DOCUMENTATION TO DETERMINE THAT IT WAS A DIRECT OWNER IN A FOREIGN CORPORATION DURING THE TAX YEAR AND HAS DETERMINED THAT IT HAS FILED FORM 5471 WHERE REQUIRED. PART IV, LINE 4: HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INC HAS REVIEWED ALL DOCUMENTATION TO DETERMINE THAT IT WAS A DIRECT OWNER IN A PASSIVE FOREIGN INVESTMENT COMPANY DURING THE TAX YEAR AND HAS DETERMINED THAT IT IS NOT REQUIRED TO FILE FORM 8621 PURSUANT TO CURRENT IRS FILING GUIDANCE. 0 PHYSICIAN HEALTH SERVICES INC 860 WINTER STREET WALTHAM MA 02451 223234975 501(C)(3) 20000 0 GENERAL SUPPORT ARTHRITIS FOUNDATION NEW ENGLAND REGION 1355 PEACHTREE ST SUITE 600 ATLANTA GA 30309 581341679 501(C)(3) 5300 0 GENERAL SUPPORT 2 0 PART I, LINE 2: AS PREVIOUSLY NOTED IN THE FILING, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. MAINTAINS STRONG RELATIONSHIPS WITH MANY PARTNERS AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS. X X X X X 1 1 0 0 0 0 0 1 0 KHABBAZ MD KAMAL R THORACIC AND CARDIAC SURGEON 1521703 0 55289 0 45038 0 41400 0 27291 0 1690721 0 0 0 HEALY PETER DIR EX-OFF; PRES, BIDMC/METRO BOSTON 0 1190413 0 63138 0 144269 0 19830 0 40480 0 1458130 0 0 CHAIKOF MD PHD ELLIOT L DIR (EXOFF)/SURG CHR; BIDMC SURG CHF 581828 581828 0 0 28869 28869 42360 42360 27684 27684 680741 680741 0 0 CHU MD LOUIS THORACIC AND CARDIAC SURGEON 1178662 0 0 0 7313 0 41400 0 43280 0 1270655 0 0 0 RODRIGUEZ MD EDWARD KENNETH DIR(EXOFF)/ORTHO SURG CHR; CHF BIDMC 549652 549652 0 0 19073 19073 34500 34500 24116 24116 627341 627341 0 0 LEE MD BERNARD T CHIEF PLASTIC/RECONSTRUCT SURG BIDMC 1062795 0 66990 0 33992 0 41400 0 49277 0 1254454 0 0 0 KIMBALL MD MPH ALEXA B DIR (EX-OFF), PRES & CEO 850921 0 222640 0 37493 0 64688 0 49041 0 1224783 0 0 0 DOWLATSHAHI MD ARRIYAN S ORTHOPEDIC HAND SURGEON 725773 0 323512 0 29092 0 55200 0 17192 0 1150769 0 0 0 SINGHAL MD DHRUV PLASTIC AND RECONSTRUCTIVE SURGEON 1014530 0 0 0 30682 0 41400 0 50436 0 1137048 0 0 0 STEVENSON MD PHD MARY ANN DIR, CLERK; CHR RAD ONC; CHF BIDMC 450634 450634 0 0 28007 28007 32344 32344 7190 7190 518175 518175 0 0 PURSLEY MD DEWAYNE M DIR EX-O, CHR; NEONAT CHR, BIDMC CHF 443925 443925 0 0 14320 14320 34500 34500 14086 14086 506831 506831 0 0 KRUSKAL MD PHD JONATHAN B DIR(EX-OFF)/RAD CHR; CHF RAD BIDMC 436768 436768 0 0 27942 27942 20700 20700 18202 18202 503612 503612 0 0 ZEIDEL MD MARK L DIR(EX-OFF)/CHR MED; CHF MED, BIDMC 418412 418412 0 0 36593 36593 26772 26772 18042 18042 499819 499819 0 0 TALMOR MD MPH DANIEL DIR, VICE CHR; CHR ANEST; BIDMC CHF 417220 417220 1125 1125 25405 25405 32344 32344 20336 20336 496430 496430 0 0 WOLFE MD RICHARD E DIR/CHR EMERG MED; CHF EMED, BIDMC 356739 356739 0 0 19957 19957 20700 20700 16127 16127 413523 413523 0 0 ANDERSON MD MEGAN E DIRECTOR; ORTHOPAEDIC SURGEON 424493 0 226951 0 9846 0 69000 0 14834 0 745124 0 0 0 ROEHRL MD MICHAEL DIR (EX-O)/PATH CHR; CHF PATH, BIDMC 310425 310425 0 0 17032 17032 20700 20700 22164 22164 370321 370321 0 0 GREENBERG MD WILLIAM DIR(EX-O)/PSYCH CHR; CHF PSYCH BIDMC 305561 305561 0 0 17361 17361 18975 18975 14790 14790 356687 356687 0 0 RUTKOVE MD SEWARD DIR(EXO)/CHR NEURO; CHF NEURO, BIDMC 316141 316141 0 0 10656 10656 17250 17250 11968 11968 356015 356015 0 0 SHAEFI MD SHAHZAD DIRECTOR; ANESTHESIOLOGIST 552630 0 16200 0 29468 0 64688 0 47547 0 710533 0 0 0 REYNOLDS MD RACHEL V DIR(EXO)/INT DERM CHR; INT CHF BIDMC 266447 266447 25000 25000 11082 11082 32344 32344 2839 2839 337712 337712 0 0 ROSEN MD CARLO DIR EXO/INTRM EMRG MED CHR/CHF BIDMC 247192 247192 15454 15454 5495 5495 20700 20700 5885 5885 294726 294726 0 0 TIBBLES MD CARRIE DIR; GME DIR, VC EMRG MED EDU BIDMC 474384 0 30398 0 6852 0 41400 0 12705 0 565739 0 0 0 AHMED MD MUNEEB DIR (CHIEF VASC/INTRVNTNL RADIOLOGY) 450745 0 23496 0 8409 0 41400 0 26068 0 550118 0 0 0 AGNEW MEGHAN TREASURER & CFO 387591 0 58101 0 5989 0 48300 0 791 0 500772 0 0 0 CALLIHAN NANETTE SMITH CHIEF HUMAN RESOURCES OFFICER 271364 0 42628 0 18578 0 53285 0 17298 0 403153 0 0 0 COHEN MD MARC DIR; PHYS, INTRNAL MED, PRIMARY CARE 258451 0 27375 0 6576 0 29872 0 52314 0 374588 0 0 0 PARRIS MD RITKA DIRECTOR; PHYSICIAN, PRIMARY CARE 173680 0 18555 0 5036 0 19521 0 11486 0 228278 0 0 0 PART I, LINE 3 AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, HMFP HAS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE HMFP BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONDUCTS THE PROCESS OF DETERMINING COMPENSATION OF ALL INDIVIDUALS EMPLOYED BY HMFP AND FOR SPECIFICALLY THE CHIEF EXECUTIVE OFFICER, CHIEFS/CHAIRS OF SERVICE AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMPENSATION COMMITTEE UTILIZES COMPARATIVE INDUSTRY DATA, OUTSIDE CONSULTANTS AND OTHER OUTSIDE MARKET DATA TO HELP DETERMINE COMPENSATION AND HMFP HAS FORMAL COMPENSATION POLICIES THAT ARE DOCUMENTED AND REVIEWED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE PRE-APPROVES COMPENSATION PLANS WHICH ARE DOCUMENTED IN A FORMALIZED MANNER BEFORE BEING PRESENTED TO EMPLOYEES. THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES AND THAT COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, NATIONAL DATA BENCHMARKING AND HARVARD MEDICAL SCHOOL GUIDELINES IN SETTING COMPENSATION. THE HMFP COMPENSATION COMMITTEE ALSO RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES THAT REGULARLY ASSESS COMPENSATION AND BENEFITS FOR CLINICAL CHIEFS OF SERVICE COMPARED WITH OTHER SIMILAR ORGANIZATIONS. PART I, LINES 4A-B ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, RECEIVED SEVERANCE PAYMENTS. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. PART I, LINE 7 DURING THE 2024 CALENDAR YEAR, THE FILING ORGANIZATION MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED BY THE COMPENSATION COMMITTEE WHICH WAS FULLY STAFFED BY INDEPENDENT MEMBERS. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 IS CALENDAR YEAR 2024 COMPENSATION. COMPENSATION SOURCES: COMPENSATION REPORTED FOR INDIVIDUALS MAY INCLUDE COMPENSATION PAID BY THE REPORTING ENTITY, AN AFFILIATE OF THE REPORTING ENTITY AND IN SOME CASES UNRELATED ENTITIES AS REQUIRED BY FORM 990. REPORTABLE COMPENSATION: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION: OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: ORDINARY WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. 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 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, 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, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. AGNEW, MEGHAN UNLESS OTHERWISE NOTED BELOW, MS. AGNEW HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025 - CHIEF FINANCIAL OFFICER AND TREASURER - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF FINANCIAL OFFICER, TREASURER & CLERK - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) - TRUSTEE (EX-OFFICIO) AND TREASURER - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - CLERK - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION - CO-CLERK - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - CO-CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION, INC. - DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION, INC. - CO-CLERK - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. - DIRECTOR, TREASURER, & CO-CLERK; - BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION - DIRECTOR & CO-CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - CO-CLERK - BIH RADIOLOGIC FOUNDATION, INC. - CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. AS REQUIRED IN THE FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AHMED, M.D., MUNEEB UNLESS OTHERWISE NOTED BELOW, DR. AHMED SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED ON DECEMBER 13, 2024 - CHIEF, VASCULAR AND INTERVENTIONAL RADIOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR; CHIEF, VASCULAR AND INTERVENTIONAL RADIOLOGY - BIH RADIOLOGIC FOUNDATION, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. ANDERSON, M.D., MEGAN E. - DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - ORTHOPAEDIC SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DR. ANDERSON SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. CALLIHAN, NANETTE SMITH MS. SMITH CALLIHAN SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - CHIEF HUMAN RESOURCES OFFICER - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF HUMAN RESOURCES OFFICER - AFFILIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE BENEFITS IN THE AMOUNT OF $11,328. CHAIKOF, MD., PHD, ELLIOT L. DR. CHAIKOF HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO); CHIEF (SURGERY) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & SURGERY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - JOHNSON & JOHNSON PROFESSOR OF SURGERY - HARVARD MEDICAL SCHOOL AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DR. CHAIKOF'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $29,213. AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2024 CALENDAR YEAR INCLUDES PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. CHAIKOF'S POSITION AS CHIEF OF THE DEPARTMENT OF SURGERY AT BIDMC, CHAIR OF THE DEPARTMENT OF SURGERY AT HMFP AND JOHNSON & JOHNSON PROFESSOR OF SURGERY AT HARVARD MEDICAL SCHOOL. CHU, M.D., LOUIS - CARDIOTHORACIC SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DR. CHU SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. COHEN, M.D., MARC - DIRECTOR; PHYSICIAN, INTERNAL MEDICINE, PRIMARY CARE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DR. COHEN SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES CONTINUED: DOWLATSHAHI, M.D., ARRIYAN S - ORTHOPEDIC HAND SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DR. DOWLATSHAHI SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. GREENBERG, M.D., WILLIAM - DIRECTOR (EX-OFFICIO), & PSYCHIATRY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF PSYCHIATRY - BETH ISRAEL DEACONESS MEDICAL CENTER - DIRECTOR (EX-OFFICIO) & PRESIDENT - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION DR. GREENBERG SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $33,522. HEALY, PETER UNLESS OTHERWISE NOTED BELOW, MR. HEALY HELD THE POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIVISIONAL PRESIDENT, METRO BOSTON - BETH ISRAEL LAHEY HEALTH, INC. - PRESIDENT & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY - PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) AND CO-CHAIR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) - NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) - MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) - JOSLIN DIABETES CENTER, INC. - TRUSTEE - JOSLIN CLINIC, INC. MR. HEALY SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. HEALY INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $106,547. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. HEALY ALSO INCLUDES PAYMENTS IN THE AMOUNT OF $15,222 FOR GROUP TERM LIFE INSURANCE. KHABBAZ MD., KAMAL R - CHIEF OF CARDIAC SURGERY AND CARDIOTHORACIC SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF CARDIAC SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DAVID S. GINSBURG ASSOCIATE PROFESSOR OF SURGERY IN THE FIELD OF CARDIOTHORACIC SURGERY - HARVARD MEDICAL SCHOOL DR. KHABBAZ SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFIT IN THE AMOUNTS OF $19,450. KIMBALL, MD., MPH., ALEXA B. UNLESS OTHERWISE NOTED BELOW, DR. KIMBALL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - PRESIDENT & CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO), - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - PRESIDENT AND DIRECTOR (EX-OFFICIO) - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) - TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO) (PRESIDENT & CHIEF EXECUTIVE OFFICER OF HMFP) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGYFOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION, INC. - DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BIH PATHOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BIH RADIOLOGIC FOUNDATION, INC. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $12,943. KRUSKAL, M.D., PH.D, JONATHAN B. DR. KRUSKAL SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO) AND PRESIDENT - BIH RADIOLOGIC FOUNDATION, INC. - DIRECTOR (EX-OFFICIO), RADIOLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - RADIOLOGY CHIEF - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENT FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $30,905. LEE, M.D., BERNARD T. DR. LEE SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - CHIEF, PLASTIC AND RECONSTRUCTIVE SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. PARRIS, M.D., RITKA DR. PARRIS HELD THE FOLLOWING POSITION UNTIL JUNE 13, 2025: - DIRECTOR; PHYSICIAN, PRIMARY CARE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES CONTINUED: PURSLEY, M.D., DEWAYNE M. UNLESS OTHERWISE NOTED BELOW, DR. PURSLEY SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO) & BOARD CHAIR; CHAIR OF NEONATOLOGY; MEDICAL DIRECTOR, KLARMAN FAMILY NICU - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF NEONATOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - INTERIM CHIEF OBSTETRICS/GYNECOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED FEBRUARY 5, 2025 - INTERIM CHAIR - OBSTETRICS/GYNECOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED FEBRUARY 5, 2025 - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF OBSTETRICS AND GYNECOLOGY FOUNDATION - TRUSTEE - ANNA JAQUES HOSPITA - TERM ENDED SEPTEMBER 30, 2025 - TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM ENDED SEPTEMBER 30, 2025 AS NOTED, DR. PURSLEY SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. PURSLEY INCLUDES PAYMENTS IN THE AMOUNT OF $25,357 FOR OTHER LIFE, DISABILITY, AND LONG-TERM-CARE INSURANCE. REYNOLDS, M.D., RACHEL V. DR. REYNOLDS SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - INTERIM CHIEF OF DERMATOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & INTERIM DERMATOLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & INTERIM DERMATOLOGY CHIEF - BETH ISRAEL DEACONESS MEDICAL CENTER AT HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. RODRIGUEZ, M.D., EDWARD KENNETH DR. RODRIGUEZ SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO) & ORTHOPAEDIC SURGERY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF ORTHOPAEDIC SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) - TREASURER, DIRECTOR (EX-OFFICIO), & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. DR. RODRIGUEZ SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. RODRIGUEZ INCLUDES PAYMENTS IN THE AMOUNT OF $14,068 FOR OTHER LIFE, DISABILITY, AND LONG-TERM-CARE INSURANCE. ROEHRL, M.D., MICHAEL DR. ROEHRL SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO) & PATHOLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF PATHOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & PRESIDENT - BIH PATHOLOGY FOUNDATION, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. ROSEN, M.D., CARLO DR. ROSEN SERVED IN THE FOLLOWING POSITIONS DURING FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - PHYSICIAN, EMERGENCY MEDICINE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & INTERIM EMERGENCY MEDICINE CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & INTERIM EMERGENCY MEDICINE CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM BEGAN ON JULY 1, 2025 - INTERIM CHIEF OF EMERGENCY MEDICINE - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM BEGAN ON JULY 1, 2025 - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. - TERM BEGAN ON JULY 1, 2025 - DIRECTOR (EX-OFFICIO) & VICE PRESIDENT - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) - TERM BEGAN ON JULY 1, 2025 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. RUTKOVE, M.D., SEWARD DR. RUTKOVE SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO) & NEUROLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF NEUROLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION, INC. - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL DR. RUTKOVE SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. RUTKOVE INCLUDES PAYMENTS IN THE AMOUNT OF $13,811 FOR OTHER LIFE, DISABILITY, AND LONG-TERM-CARE INSURANCE. SHAEFI, M.D., SHAHZAD DR. SHAEFI SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR; ANESTHESIOLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - PRESIDENT - CENTER FOR MEDICAL SIMULATION, INC. DR. SHAEFI SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. SINGHAL, M.D., DHRUV - PLASTIC AND RECONSTRUCTIVE SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DR. SINGHAL SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. STEVENSON, M.D., PH.D., MARY ANN DR. STEVENSON SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO), CLERK, & RADIATION ONCOLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF RADIATION ONCOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) - DIRECTOR AND PRESIDENT (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION, INC. - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. STEVENSON INCLUDES PAYMENTS IN THE AMOUNT OF $31,514 FOR OTHER LIFE, DISABILITY, AND LONG-TERM-CARE INSURANCE. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES CONTINUED: TALMOR, M.D., MPH, DANIEL DR. TALMOR SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO), VICE CHAIR & CHAIR OF DEPARTMENT OF ANESTHESIOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF ANAESTHESIA - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - BOARD CHAIR - CENTER FOR MEDICAL SIMULATION, INC. - DIRECTOR - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. TALMOR INCLUDES PAYMENTS FOR PTO CASHED OUT OR PAID OUT AND OTHER LIFE, DISABILITY, AND LONG-TERM-CARE INSURANCE IN THE AMOUNTS OF $32,867 AND $16,987, RESPECTIVELY. TIBBLES, M.D., CARRIE - DIRECTOR & DIRECTOR OF GRADUATE MEDICAL EDUCATION - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - VICE CHAIR OF EDUCATION IN EMERGENCY MEDICINE - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DR. TIBBLES SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. WOLFE, M.D., RICHARD E. DURING THE PERIOD COVERED BY THIS FILING, DR. WOLFE SERVED IN THE FOLLOWING POSITIONS: - PHYSICIAN, EMERGENCY MEDICINE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & CHAIR OF EMERGENCY MEDICINE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED ON JUNE 1, 2025 - CHIEF OF EMERGENCY MEDICINE, DEPARTMENT OF EMERGENCY MEDICINE - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED ON JUNE 30, 2025 - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. - TERM ENDED ON JUNE 30, 2025 - DIRECTOR (EX-OFFICIO) & VICE PRESIDENT - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) - TERM ENDED ON JUNE 30, 2025 AS NOTED, DR. WOLFE SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. WOLFE INCLUDES PAYMENTS IN THE AMOUNT OF $38,663 FOR OTHER LIFE, DISABILITY OR LONG-TERM-CARE INSURANCE WYLIE, M.D., MPH, BLAIR - DIRECTOR (EX-OFFICIO) & CHAIR OF OBSTETRICS/GYNECOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM BEGAN FEBRUARY 10, 2025 - CHIEF OF OBSTETRICS AND GYNECOLOGY- BETH ISRAEL DEACONESS MEDICAL CENTER - TERM BEGAN FEBRUARY 10, 2025 - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - TERM BEGAN FEBRUARY 10, 2025 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. ACCORDINGLY, SINCE DR. WYLIE DID NOT BEGIN SERVING IN HER POSITIONS UNTIL CALENDAR YEAR 2025, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. ZEIDEL, MD., MARK L DR. ZEIDEL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO) AND CHIEF (MEDICINE) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) AND MEDICINE CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION - TRUSTEE (EX OFFICIO) & CHAIR - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - TRUSTEE - CARL J. SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD MEDICAL SCHOOL - HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DR. ZEIDEL'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $38,243. AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2024 CALENDAR YEAR INCLUDES PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHIEF OF THE DEPARTMENT OF MEDICINE AT BIDMC, CHAIR OF THE DEPARTMENT OF MEDICINE AT HMFP AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL. FORM 990, PART III, LINE 1: THE MISSION OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. IS TO PROVIDE EXTRAORDINARY HEALTHCARE SERVICES, WHERE THE PATIENT COMES FIRST, SUPPORTED BY WORLD-CLASS EDUCATION, RESEARCH AND TRAINING. FORM 990, PART III, LINE 4A: PATIENT SERVICES: HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) PROVIDES MEDICAL CARE AND IMPROVES THE HEALTH OF PATIENTS OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND OTHER HOSPITALS WITHIN THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM, AS WELL AS IN THE COMMUNITIES SERVED BY HMFP. SOME OF HMFP'S KEY STATISTICS FOR FY2025 REGARDING PATIENT CARE ARE IDENTIFIED BELOW: EMERGENCY VISITS 44,646 NEONATAL VISITS 31,324 OUTPATIENT VISITS 640,250 INPATIENT VISITS 314,569 ANESTHESIA CASES 94,061 SURGICAL CASES 63,824 OBSTETRIC DELIVERIES 1,825 DERMATOLOGY PROCEDURES 26,232 GASTROINTESTINAL PROCEDURES 36,364 RADIOLOGY EXAMS 725,310 SURGICAL PATHOLOGY EXAMS 160,467 RADIATION ONCOLOGY TREATMENTS 29,451 OTHER UNCOMPENSATED CARE: HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) 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 FULL COST OF SERVICES PROVIDED. HMFP ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM, THE FEDERALLY SPONSORED GOVERNMENT HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS. PAYMENTS FROM MEDICAID AND MEDICARE TO HMFP DO NOT COVER THE COSTS OF SERVICES PROVIDED TO THE MEDICARE AND MEDICAID PATIENTS SERVED. BAD DEBTS: IN ADDITION TO THE SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL GOVERNMENT PROGRAMS, HARVARD MEDICAL FACULTY PHYSICIANS ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE AND/OR DEDUCTIBLE AMOUNTS FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. FORM 990, PART III, LINE 4B: TEACHING: TEACHING IS A MAJOR COMPONENT OF THE WORK DONE BY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) PHYSICIANS AND STAFF. THE FACULTY MEMBERS ARE EXTREMELY ACTIVE IN MEDICAL SCHOOL EDUCATION AS LECTURERS, TUTORS, TEACHING ATTENDEES, AND SMALL GROUP LEADERS. THE STAFF OF HMFP IS AN IMPRESSIVE COURSE LEADERSHIP GROUP, AS STAFF PHYSICIANS AT HMFP HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL. HMFP PHYSICIANS INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF THEIR DAILY PATIENT CARE ACTIVITIES AND A RANGE OF INTERACTIVE LEARNING EXPERIENCES. THE MAJOR TEACHING MISSION OF THE PHYSICIAN GROUP AT HMFP INCLUDES DEVELOPING FUTURE LEADERS IN CLINICAL CARE, EDUCATION, AND RESEARCH BY FOSTERING A CULTURE OF QUALITY INFORMED BY CUTTING EDGE KNOWLEDGE, HUMANE PHYSICIAN ROLE MODELS, AND AN EMPHASIS ON CURIOSITY AND LIFELONG LEARNING. PARTICULAR COURSES INCLUDE PATIENT DOCTOR I AND PATIENT DOCTOR II, WHICH ARE BOTH YEARLONG COURSES TO TEACH STUDENTS PATIENT INTERVIEWING SKILLS AND PHYSICAL DIAGNOSIS. OTHER COURSES ARE DESIGNED TO FOCUS ON HEALTH CARE QUALITY, RESEARCH, PHYSIOLOGY, AND GLOBAL HEALTH INITIATIVES. IN THE HEALTHCARE QUALITY COURSE, RESIDENTS ROTATE ON GEOGRAPHIC UNITS AND WORK IN MULTIDISCIPLINARY GROUPS TO IMPROVE QUALITY IN THEIR "BASE UNITS." TRAINING CLINICAL RESIDENTS INCLUDES TEACHING RESIDENTS HOW TO DO RESEARCH TO FOSTER RESEARCH CAREERS AND TO GAIN AN UNDERSTANDING OF HOW RESEARCH IMPACTS THE OVERALL MEDICAL FIELD. ONE PARTICULAR RESEARCH COURSE ENTITLED "RESEARCH FOR RESIDENTS" IS COMPLETED BY THREE-QUARTERS OF THE RESIDENTS IN THE INTERNAL MEDICINE RESIDENCY PROGRAM. FOR EXAMPLE, THE DEPARTMENT OF MEDICINE HAS DEVELOPED AN INTENSIVE COURSE IN COMPARATIVE PHYSIOLOGY. THE GOALS OF THE COURSE ARE TO INCREASE APPRECIATION FOR PHYSIOLOGY AND TO ENHANCE RESIDENTS' ROUTINE INCORPORATION OF PATHOPHYSIOLOGY INTO THEIR TEACHING AND CLINICAL ROLES. TRAINING IN GLOBAL HEALTH IS DONE TO ENCOURAGE RESIDENTS TO EXPAND THEIR MEDICAL EDUCATION BEYOND TRADITIONAL ROLES AND TO DEVELOP A MORE GLOBAL VISION OF HEALTH CARE. THROUGH WORLD-CLASS TEACHING, HMFP IS ABLE TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES SERVED, AND THE RESIDENTS ARE ABLE TO GAIN KNOWLEDGE AND SELF-RELIANCE AND ENRICH THEIR MEDICAL KNOWLEDGE AND CLINICAL SKILLS BY PRACTICING IN UNIQUE SETTINGS WITH LIMITED RESOURCES. FORM 990, PART III, LINE 4C: RESEARCH: PART OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S (HMFP) THREE-PRONG MISSION IS TO PARTICIPATE WITH BIDMC AS A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF BOTH THE 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 MEDICAL PRODUCTS AND TREATMENTS THAT IMPROVE THE QUALITY OF LIFE. HMFP COMMITS TO MAINTAIN A COLLABORATIVE CULTURE AND MODERN, HIGH-QUALITY FACILITIES, AND TO TAKE FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG 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. HMFP SCIENTISTS CONTINUALLY SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACT BOTH FUNDAMENTAL RESEARCH AND CLINICAL TRIALS. THIS RESEARCH IS LED BY MORE THAN 350 PRINCIPAL INVESTIGATORS WHO ARE HARVARD MEDICAL SCHOOL FACULTY AND KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS AND CARDIOLOGY/CARDIAC SURGERY. HMFP'S EXTRAORDINARY FACULTY HAS ESTABLISHED A CULTURE THAT IS COLLABORATIVE AND ORIENTED TOWARD TRANSLATING NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE. FORM 990, PART IV, LINE 12A AND 12B: THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2025. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND THE ENTITIES FOR WHICH HMFP SERVED AS DIRECT OR INDIRECT SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, THE AUDIT COMMITTEE OF HMFP'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE. FORM 990, PART VI, SECTION A, LINE 2 FOR THE PERIOD COVERED BY THIS FILING, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) SERVED AS THE SOLE MEMBER OF ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) AS WELL AS THE DIRECT OR INDIRECT MEMBER OF SEVERAL ADDITIONAL ENTITIES. HMFP'S PURPOSES AND THE PURPOSE OF ITS AFFILIATES IS TO PROVIDE EXTRAORDINARY CARE TO ITS PATIENTS, AS WELL AS TO PROVIDE AND PROMOTE TEACHING AND RESEARCH. HMFP IS ALSO THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BETH ISRAEL LAHEY HEALTH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THIS SAME PERIOD, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT SOLE MEMBER OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, , ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC. (EHRI) AND EXETER HOSPITAL. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF THE AFFILIATED ORGANIZATIONS NOTED ABOVE. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. FORM 990, PART VI, SECTION A, LINE 7A AS NOTED IN THIS FILING, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS AN INTEGRALLY RELATED ENTITY TO, AND THE DEDICATED PHYSICIAN PRACTICE OF, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC). IN ADDITION, BETH ISRAEL LAHEY HEALTH (BILH) IS THE SOLE MEMBER OF ELEVEN HOSPITALS INCLUDING BIDMC AS WELL AS OTHER ENTITIES PROVIDING PATIENT CARE IN EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE. HMFP AND ITS OTHER AFFILIATES PROVIDE PHYSICIAN, TEACHING AND/OR RESEARCH SERVICES TO BIDMC AND TO MANY OF THE OTHER BILH AFFILIATES. AS REPORTED IN THIS FORM 990 PART VII AND SCHEDULE J, THE MAJORITY OF THE HMFP BOARD OF DIRECTORS IS COMPRISED OF THE HMFP CHAIRS OF SERVICE WHO ALSO EACH SERVE EX-OFFICIO ON THE HMFP BOARD. THE HMFP CHAIRS OF SERVICE ALSO SERVE CO-TERMINOUSLY AS THE BIDMC CHIEFS OF SERVICE WHO, IN THIS CAPACITY, REPORT TO THE PRESIDENT OF BIDMC. AS FURTHER REPORTED IN THIS FORM 990 PART VII AND SCHEDULE J, THE PRESIDENT OF BIDMC IS ALSO AN EX-OFFICIO MEMBER OF THE HMFP BOARD. THE PRESIDENT OF BIDMC IS AN INTEGRAL MEMBER OF THE HIRING PROCESS OF ANY CHIEF OF SERVICE AND AS NOTED ABOVE, THE BIDMC CHIEFS OF SERVICE ARE IN TURN, THE HMFP CHAIRS OF SERVICE AND EX-OFFICIO MEMBERS OF THE HMFP BOARD. IN THIS CAPACITY, THE BIDMC PRESIDENT AND BY EXTENSION BIDMC HAS THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE HMFP GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 IS PREPARED BY DELOITTE TAX, LLP (DELOITTE) IN CONJUNCTION WITH HMFP FINANCE AND ACCOUNTING. IN ADDITION, BECAUSE OF THE INTEGRAL RELATIONSHIP BETWEEN HMFP, BIDMC AND THE BILH NETWORK, HMFP PARTNERS WITH THE BILH TAX DEPARTMENT ON THE PREPARATION OF THE RETURNS. HMFP'S FORM 990 IS REVIEWED INTERNALLY BY THE HMFP CHIEF FINANCIAL OFFICER AND BILH ASSISTANT VICE PRESIDENT, TAXATION AS WELL AS EXTERNALLY BY DELOITTE. THE HMFP FORM 990, ALONG WITH THE FORMS 990 OF THE ENTITIES FOR WHICH HMFP SERVES AS SOLE MEMBER ARE DISCUSSED WITH THE HMFP AUDIT COMMITTEE. DELOITTE SIGNS THE FINAL RETURNS. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE HMFP BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS NOTED THROUGHOUT THIS FILING, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S (HMFP) PURPOSES AND THE PURPOSE OF ITS AFFILIATES IS TO PROVIDE EXTRAORDINARY CARE TO ITS PATIENTS, AS WELL AS TO PROVIDE AND PROMOTE TEACHING AND RESEARCH. HMFP IS ALSO THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. BETH ISRAEL LAHEY HEALTH, INC. IS THE SOLE MEMBER OF BIDMC. HMFP AND EACH OF ITS AFFILIATES MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY AND BECAUSE OF THE CLOSE CONNECTION BETWEEN THE HMFP AFFILIATES AND THE BILH NETWORK OF AFFILIATES, HMFP AND ITS AFFILIATED ENTITIES PARTICIPATE IN THE BILH NETWORK CONFLICT OF INTEREST AND TAX QUESTIONNAIRE PROCESS. PURSUANT TO THE BILH AND HMFP CONFLICT OF INTEREST POLICIES, ALL OF HMFP AND ITS AFFILIATED ENTITIES' CURRENT AND FORMER OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE (COI-TQ). THE COI-TQ IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS AND FAMILY RELATIONSHIPS AND AFFILIATIONS MAINTAINED BY OFFICERS, DIRECTORS, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A REAL OR PERCEIVED CONFLICT OF INTEREST. THE BILH OFFICE OF INTEGRITY AND COMPLIANCE, IN CONJUNCTION WITH THE BILH TAX DEPARTMENT, ADMINISTERS THE COI-TQ PROCESS ANNUALLY AND AS NOTED ABOVE, THE HMFP AFFILIATES ARE INCLUDED IN THIS PROCESS. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES AND THOSE RELATED TO HMFP OR ONE OF HMFP'S AFFILIATES ARE SHARED WITH THE HMFP OFFICE OF COMPLIANCE. DISCLOSURES ARE ASSIGNED APPROPRIATE FOLLOW-UP ACTION IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. POSITIVE RESPONSES ARE REVIEWED FOR FINAL DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICIES IS SUBJECT TO ONGOING REVIEW BY THE HMFP COMPLIANCE OFFICE. CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A MANAGEMENT PLAN INCLUDING DISCLOSURE AND RECUSAL WHICH REQUIRES APPROPRIATE DOCUMENTATION IN THE MINUTES. IN ADDITION, AS NOTED ABOVE, THE ANNUAL COI-TQ PROCESS OUTLINED ABOVE IS JOINTLY ISSUED BY THE BILH TAX DEPARTMENT, TO ENSURE THAT THE QUESTIONNAIRE IS DISTRIBUTED TO ALL CURRENT AND FORMER MEMBERS OF THE HMFP BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. AS ALSO NOTED IN THIS FILING, THE BILH TAX DEPARTMENT PARTNERS WITH HMFP AND ITS AFFILIATES ON THE TAX RETURN PREPARATION PROCESS FOR HMFP AND ITS AFFILIATES. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR HMFP TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 HMFP HAS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE HMFP BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONDUCTS THE PROCESS OF DETERMINING COMPENSATION OF ALL INDIVIDUALS EMPLOYED BY HMFP AND FOR SPECIFICALLY THE CHIEF EXECUTIVE OFFICER, CHIEFS/CHAIRS OF SERVICE AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMPENSATION COMMITTEE UTILIZES COMPARATIVE INDUSTRY DATA, OUTSIDE CONSULTANTS AND OTHER OUTSIDE MARKET DATA TO HELP DETERMINE COMPENSATION AND HMFP HAS FORMAL COMPENSATION POLICIES THAT ARE DOCUMENTED AND REVIEWED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE PRE-APPROVES COMPENSATION PLANS WHICH ARE DOCUMENTED IN A FORMALIZED MANNER BEFORE BEING PRESENTED TO EMPLOYEES. THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES AND THAT COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, NATIONAL DATA BENCHMARKING AND HARVARD MEDICAL SCHOOL GUIDELINES IN SETTING COMPENSATION. THE HMFP COMPENSATION COMMITTEE ALSO RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES THAT REGULARLY ASSESS COMPENSATION AND BENEFITS FOR CLINICAL CHIEFS OF SERVICE COMPARED WITH OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 HARVARD MEDICAL FACULTY PHYSICIAN AT BETH ISRAEL DEACONESS MEDICAL CENTER'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: HMFP 375 LONGWOOD AVE, 3RD FLOOR BOSTON, MA 02215 FORM 990, PART XI, LINE 9: TRANSFER TO/FROM AFFILIATES 602,384. FORM 990, PART XII, LINE 2C: THE BOSTON OFFICE OF KPMG PERFORMS AN ANNUAL AUDIT AND SIGNS A CONSOLIDATED FINANCIAL STATEMENT AUDIT OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) AND AFFILIATES. THE AUDIT COMMITTEE OF HMFP'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR ALL OF THE ENTITIES CONSOLIDATED INTO THE AUDIT. ADDISON GILBERT SOCIETY INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 464371382 PROFESSIONAL SERVICES & FINANCIAL SUPPORT MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 ANNA JAQUES HOSPITAL 25 HIGHLAND AVE NEWBURYPORT MA 01950 042104338 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 ASSOC PHYS HARVARD MED FAC PHY AT BIDMC 375 LONGWOOD AVE BOSTON MA 02215 320058309 TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) 12A, I 1 BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE 930 COMMONWEALTH AVE BOSTON MA 02215 043521077 SCIENTIFIC & MEDICAL RESEARCH MA 501(C)(3) 10 N/A 0 BETH ISRAEL ANAESTHESIA FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042997215 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL COMMUNITY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042776678 INACTIVE CORPORATION MA 501(C)(3) 7 N/A 0 BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 364803234 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043079630 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 208253452 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043030397 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 204974585 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 873655583 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC 110 FRANCIS ST BOSTON MA 02215 020671240 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL DEACONESS HOSPITAL MILTON INC 199 REEDSDALE RD MILTON MA 02186 042103604 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL 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) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC 275 SANDWICH ST PLYMOUTH MA 02360 222667354 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DEACONESS MEDICAL CENTER INC 330 BROOKLINE AVE BOSTON MA 02215 042103881 THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DERMATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043117601 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL LAHEY HEALTH PHARMACY INC 80 WILSON WAY WESTWOOD MA 02090 822526816 TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC MA 501(C)(3) 10 BETH ISRAEL DEACONESS MEDICAL CENTER INC 1 BETH ISRAEL LAHEY HEALTH PRIMARY CARE 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 472248298 HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 BETH ISRAEL LAHEY HEALTH INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 832671600 MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES MA 501(C)(3) 12C, III-FI N/A 0 BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP 300 LONGWOOD AVE BOSTON MA 02215 043200113 OUTPATIENT AMBULATORY CENTER - INACTIVE MA 501(C)(3) 12A, I N/A 0 BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042794855 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BID-MILTON PHYSICIAN ASSOCIATES INC 199 REEDSDALE ROAD MILTON MA 02186 222566792 PROMOTE HEALTHCARE MA 501(C)(3) 10 BETH ISRAEL DEACONESS HOSPITAL - MILTON 1 BIH PATHOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 222548374 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BIH RADIOLOGIC FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042571853 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 CAB HEALTH AND RECOVERY SERVICES INC 529 MAIN STREET 4TH FL CHARLESTOWN MA 02129 042400270 SUBSTANCE ABUSE - INACTIVE MA 501(C)(3) 12A, I NORTHEAST BEHAVIORAL HEALTH CORPORATION 1 CENTER FOR MEDICAL SIMULATION 100 FIRST AVE BUILDING 39 4TH CHARLESTOWN MA 02129 043486127 TO IMPROVE PATIENT SAFETY AND HEALTH CARE QUALITY MA 501(C)(3) 10 BETH ISRAEL ANAESTHESIA FOUNDATION INC 1 COMMUNITY PHYSICIANS ASSOCIATES INC 199 REEDSDALE RD MILTON MA 02186 043243146 OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) 3 BETH ISRAEL DEACONESS HOSPITAL - MILTON 1 CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN 375 LONGWOOD AVE BOSTON MA 02215 043242952 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 CORE PHYSICIANS LLC 4 ALUMNI DRIVE EXETER NH 03833 870807914 PHYSICIAN PRACTICES NH 501(C)(3) 10 EXETER HEALTH RESOURCES INC 1 CPHCH INC DBA BILH AT HOME - WATERTOWN C/O NRPN 600 CUMMINGS CTR BEVERLY MA 01915 473111453 HOME CARE & HOSPICE - INACTIVE MA 501(C)(3) 12A, I NORTHEAST SENIOR HEALTH CORPORATION 1 EXETER HEALTH RESOURCES SELF-INSURANCE TRUST 5 ALUMNI DRIVE EXETER NH 03833 200753662 SELF-INSURANCE TRUST NH 501(C)(3) 12A, I EXETER HEALTH RESOURCES INC 1 EXETER HEALTH RESOURCES INC 5 ALUMNI DRIVE EXETER NH 03833 020222126 SUPPORT COMMUNITY HEALTH & NETWORK MGMT SVCS NH 501(C)(3) 12A, I BETH ISRAEL LAHEY HEALTH INC 1 EXETER HOSPITAL INC 5 ALUMNI DRIVE EXETER NH 03833 222674014 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. NH 501(C)(3) 3 EXETER HEALTH RESOURCES INC 1 EXETER MED REAL INC 5 ALUMNI DRIVE EXETER NH 03833 020418718 REAL ESTATE HOLDING COMPANY NH 501(C)(25) EXETER HEALTH RESOURCES INC 1 HEALTH AND EDUCATION HOUSING SERVICES INC 529 MAIN STREET 4TH FL CHARLESTOWN MA 02129 223232914 HUD HOUSING - INACTIVE MA 501(C)(3) 10 NORTHEAST BEHAVIORAL HEALTH CORPORATION 1 JORDAN PHYSICIAN ASSOCIATES INC 275 SANDWICH ST PLYMOUTH MA 02360 043228556 OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) 10 BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC 1 JOSLIN CLINIC INC 330 BROOKLINE AVENUE BOSTON MA 02215 222984590 PREVENTION, TREATMENT, AND CURE OF DIABETES MA 501(C)(3) 12A, I JOSLIN DIABETES CENTER INC 1 JOSLIN DIABETES CENTER INC 330 BROOKLINE AVENUE BOSTON MA 02215 042203836 PREVENTION, TREATMENT, AND CURE OF DIABETES MA 501(C)(3) 7 BETH ISRAEL LAHEY HEALTH INC 1 LAHEY CLINIC CANADIAN FOUNDATION 130 KING ST WEST TORONTO ONTARIO CA FUNDRAISING ORG CA N/A 0 LAHEY CLINIC FOUNDATION INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 042323457 FINANCIAL & OPERATIONAL SUPPORT TO LCI AND LCH MA 501(C)(3) 7 BETH ISRAEL LAHEY HEALTH INC 1 LAHEY CLINIC HOSPITAL INC DBA LAHEY HOSPITAL & MEDICAL CENTER AND LMC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 042704686 HEALTHCARE MA 501(C)(3) 3 LAHEY CLINIC FOUNDATION INC 1 LAHEY CLINIC INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 042704683 HEALTHCARE MA 501(C)(3) 10 LAHEY CLINIC FOUNDATION INC 1 LAHEY HEALTH SHARED SERVICES INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 043178972 ADMIN MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC 1 MED CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE 464 HILLSIDE AVE NEEDHAM MA 02494 042810972 OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH PRIMARY CARE 1 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) 3 BETH ISRAEL LAHEY HEALTH INC 1 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) 12A, I MOUNT AUBURN HOSPITAL 1 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 042103612 ORTHOPEDIC SPECIALTY HOSPITAL MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC 125 PARKER HILL AVE BOSTON MA 02120 043235796 OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH MA 501(C)(3) 3 NEW ENGLAND BAPTIST HOSPITAL 1 NORTHEAST BEHAVIORAL HEALTH CORP DBA BILH BEHAVIORAL HEALTH SERVICES 529 MAIN STREET 4TH FL CHARLESTOWN MA 02129 042777145 HEALTHCARE MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC 1 NORTHEAST HEALTH SYSTEMS INC 85 HERRICK ST BEVERLY MA 01915 043240453 FINANCIAL & OPERATIONAL SUPPORT MA 501(C)(3) 12B, II LAHEY HEALTH SHARED SERVICES INC 1 NORTHEAST HOSPITAL CORPORATION 85 HERRICK ST BEVERLY MA 01915 042121317 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL LAHEY HEALTH SPECIALTY CARE INC 85 HERRICK ST BEVERLY MA 01915 043201853 HEALTHCARE MA 501(C)(3) 10 NORTHEAST HOSPITAL CORPORATION 1 NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA BILH AT HOME 800 CUMMINGS CENTER BEVERLY MA 01915 201287349 HEALTHCARE MA 501(C)(3) 10 NORTHEAST SENIOR HEALTH CORPORATION 1 NORTHEAST SENIOR HEALTH CORPORATION 85 HERRICK ST BEVERLY MA 01915 042731137 HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE 5 ALUMNI DRIVE EXETER NH 03833 020274905 HOME CARE & HOSPICE NH 501(C)(3) 10 EXETER HEALTH RESOURCES INC 1 SEACOAST AFFILIATED GROUP PRACTICE INC 25 HIGHLAND AVE NEWBURYPORT MA 01915 043485648 PHYSICIAN GROUP MA 501(C)(3) 10 ANNA JAQUES HOSPITAL INC 1 SEACOAST NURSING AND REHABILITATION CENTER INC 300 WASHINGTON ST GLOUCESTER MA 01930 041305001 HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 THE JORDAN HEALTH SYSTEMS INC 275 SANDWICH ST PLYMOUTH MA 02360 042103805 PROMOTE HEALTHCARE MA 501(C)(3) 7 BETH ISRAEL DEACONESS MEDICAL CENTER INC 1 WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC 41 HIGHLAND AVE WINCHESTER MA 01890 223137856 ACO - INACTIVE MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC 1 WINCHESTER HEALTHCARE MANAGEMENT INC 41 HIGHLAND AVE WINCHESTER MA 01890 222701817 MANAGEMENT MA 501(C)(3) 12A, I LAHEY HEALTH SHARED SERVICES INC 1 WINCHESTER HOSPITAL 41 HIGHLAND AVE WINCHESTER MA 01890 042104434 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 WINCHESTER HOSPITAL FOUNDATION INC 41 HIGHLAND AVE WINCHESTER MA 01890 043399570 PROFESSIONAL SERVICES & FINANCIAL SUPPORT MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC 1 BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC 41 RESNIK ROAD PLYMOUTH MA 02360 883871838 SURGERY CENTER MA N/A 0 0 BIDCO HOSPITAL LLC 247 STATION DRIVE NORTHWEST 1 WESTWOOD MA 02090 461643790 COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A 0 0 BIDCO PHYSICIAN LLC 600 UNICORN PARK DRIVE 4TH FL WOBURN MA 01801 461589743 COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH MA HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC EXCLUDED 8373441 0 0 0.64200 BILH INVESTMENT PARTNERSHIP LLP 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 043278109 INVESTMENT PARTNERSHIP MA BETH ISRAEL DEACONESS MEDICAL CENTER EXCLUDED 6366068 78154119 0 100598 0 0.05980 NEBSC HOSPITAL HOLDINGS LLC 125 PARKER HILL AVE BOSTON MA 02120 874293833 INVESTMENT PARTNERSHIP MA N/A 0 0 NEW ENGLAND BAPTIST SURGERY CENTER LLC 100 AVON MEADOW LANE AVON CT 06001 874311329 AMBULATORY SURGERY CENTER MA N/A 0 0 PHYSICIANS PROFESSIONAL SERVICES LLP 200 RIVERS EDGE DRIVE MEDFORD MA 02155 043275078 TO PROVIDE MEDICAL BILLING SERVICES MA N/A 0 0 SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC 700 CONGRESS ST STE 204 QUINCY MA 02169 383989358 MRI SERVICES MA N/A 0 0 WINCHESTER HOSPITALSHIELDS MRI LLC 700 CONGRESS ST STE 204 QUINCY MA 02169 462523117 MRI SERVICES MA N/A 0 0 BOSS HOLDINGS LLC 840 WINTER ST WALTHAM MA 02451 271976270 OUTPATIENT SURGICAL SUITES MA N/A 0 0 GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC 25 HIGHLAND AVE NEWBURYPORT MA 01950 161744477 MANAGEMENT SERVICES MA N/A C 0 HUNTINGFIELD CORPORATION C/O LCF 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 520717412 TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS DE N/A C 0 LAHEY CLINIC INSURANCE CO LTD CRAIG APPIN HOUSE PO BOX HM 2450 HAMILTON BD INSURANCE BD N/A C 0 LEDGEWOOD HEALTH CARE CORPORATION 87 HERRICK STREET BEVERLY MA 01915 042855189 NURSING HOME MA N/A C 0 NORTHEAST PROPRIETARY CORP 85 HERRICK STREET BEVERLY MA 01915 042855191 MEDICAL SERVICES MA N/A C 0 WINCHESTER HEALTHCARE ENTERPRISES INC 41 HIGHLAND AVE WINCHESTER MA 01890 042932059 MANAGEMENT SERVICES MA N/A C 0 WINCHESTER PHYSICIAN ASSOCIATES INC 41 HIGHLAND AVE WINCHESTER MA 01890 043262963 MANAGEMENT SERVICES MA N/A C 0 INSCRIPTRX INC 80 WILSON WAY WESTWOOD MA 02090 934223952 PHARMACY BENEFITS MANAGEMENT MA N/A C 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 SEE PART VII L 582133 FMV SEE PART VII L 229073 FMV SEE PART VII L 514411 FMV SEE PART VII K 110831 FMV SEE PART VII L 1402524 FMV SEE PART VII L 14549466 FMV SEE PART VII P 1376007 SEE PART VII L 344804 SEE PART VII M 2022315 SEE PART VII L 30227100 SEE PART VII L 4599237 SEE PART VII P 248178 SEE PART VII L 101544 SEE PART VII M 14114958 SEE PART VII Q 2524342 SEE PART VII L 510535 FORM 990, SCHEDULE R, PART V, LINE 2 SUPPLEMENTAL DISCLOSURE C -- GIFT, GRANT, OR CONTRIBUTION FROM RELATED ORGANIZATION BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. PROVIDED FUNDING (STIPEND, GRANT, COMMITMENT) TO SUPPORT PATIENT CARE, TEACHING AT RESEARCH AT HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ("HMFP") - $125,980 K -- LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS FROM RELATED ORGANIZATION(S) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ("HMFP") IS AN ENTITY RELATED TO BETH ISRAEL LAHEY HEALTH ("BILH") AND ITS NETWORK OF AFFILIATES. AS PART OF THE CLOSE CONNECTION BETWEEN HMFP AND JORDAN PHYSICIAN ASSOCIATES, INC. ("JPA," AN ENTITY EXEMPT UNDER IRC 501(C)(3)), HMFP LEASES SPACE FROM JPA TO USE IN FURTHERANCE OF THE HMFP, JPA, AND BILH TAX-EXEMPT PURPOSES. HMFP PAID JPA $110,831 FOR SPACE RENTAL. L -- PERFORMANCE OF SERVICES OR MEMBERSHIP OR FUNDRAISING SOLICITATIONS FOR RELATED ORGANIZATION(S) AS NOTED ELSEWHERE IN THIS FILING, HMFP AND THE ENTITIES FOR WHICH IT SERVES AS DIRECT OR INDIRECT SOLE MEMBER ARE RELATED TO BILH AND ITS NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, HMFP PROVIDES SERVICES TO OTHER BILH AFFILIATED ENTITIES IN FURTHERANCE OF ITS EXEMPT PURPOSE AND IN FURTHERANCE OF THE EXEMPT PURPOSES OF THE AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, HMFP PROVIDED THE FOLLOWING SERVICES THESE TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL ANAESTHESIA FOUNDATION, INC. - BILLING SERVICES, SALARY AND OTHER FRINGE BENEFITS: $683,227 2. BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - SALARY AND FRINGE SUPPORT AND HONORARIUM: $2,284,207 3. BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. - PHYSICIAN AND OTHER SERVICES: $4,674,531 4. BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. - PHYSICIAN SERVICES AND COVERAGE, OTHER SERVICES: $7,049,576 5. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. - PHYSICIAN SERVICES AND COVERAGE, OTHER SERVICES: $4,970 ,199 6. BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC D/B/A BETH ISRAEL DEACONESS CLINICAL ORGANIZATION (BIDCO) - LEASED EMPLOYEES SALARY AND FRINGE AND OPERATING EXPENSE REIMBURSEMENT: $1,087,990 7. BETH ISRAEL DERMATOLOGY FOUNDATION, INC. RESEARCH AND SALARY SUPPORT: $437,498 8. BETH ISRAEL LAHEY HEALTH, INC. - CRICO GRANT AND EPIC EMR SYSTEM IMPLEMENTATION SERVICES : $2,301,630 9. BIH PATHOLOGY FOUNDATION, INC. - RESEARCH FUNDING AND MISCELLANEOUS ITEMS: $899,939 10. BIH RADIOLOGIC FOUNDATION, INC. FOUNDATION MONTHLY TRANSFER: $582,133 11. CENTER FOR MEDICAL SIMULATION - BUSINESS MANAGEMENT SERVICES: $229,073 12. CONTINUING EDUCATION PROGRAM, INC, D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION, INC. - STATE FILING FEES AND MISCELLANEOUS ITEMS: $514,411 13. JORDAN PHYSICIAN ASSOCIATES, INC. - PHYSICIAN SERVICES: $1,402,524 14. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS PHYSICIAN AND OTHER CONTRACTED SERVICES: $344,804 15. MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BILH PRIMARY CARE - PHYSICIAN PAYROLL AND BENEFITS: $44,075,317 16. MOUNT AUBURN HOSPITAL PHYSICIAN COVERAGE: $24,916,802 17. NEW ENGLAND BAPTIST HOSPITAL - PHYSICIAN SERVICES AND COVERAGE, OTHER CONTRACTED SERVICES: $4,599,237 18. NORTHEAST HOSPITAL CORPORATION - BEHAVIORAL HEALTH AND OTHER PHYSICIAN/MEDICAL SERVICES AT LAHEY OUTPATIENT DANVERS: $101,554 AND AT BEVERLY HOSPITAL $301, 905 19. WINCHESTER HOSPITAL PHYSICIAN SERVICES: $510,535 20. ANNA JAQUES HOSPITAL - PHYSICIAN AND OTHER CONTRACTED SERVICES: $421,097 21. JOSLIN DIABETES CENTER PHYSICIAN SERVICES/SALARY REIMBURSEMENT, CONTRACTED SERVICES/COVERAGE, MALPRACTICE COVERAGE: $14,549,466 M -- PERFORMANCE OF SERVICES OR MEMBERSHIP OR FUNDRAISING SOLICITATIONS BY RELATED ORGANIZATION(S) AS NOTED THROUGHOUT THIS FILING, HMFP AND THE ENTITIES FOR WHICH IT SERVES AS DIRECT OR INDIRECT SOLE MEMBER ARE RELATED TO BILH AND ITS NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF THESE RELATED ENTITIES PROVIDED SERVICES TO HMFP IN FURTHERANCE OF THE EXEMPT PURPOSE OF HMFP, BILH AND ALL OF THEIR AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, HMFP RECEIVED THE FOLLOWING SERVICES FROM ITS AFFILIATES: 1. ANESTHESIA FINANCIAL SOLUTIONS, LLC BILLING SERVICES: $2,580,537 2. BETH ISRAEL ANAESTHESIA FOUNDATION, INC. RESEARCH SUPPORT, HONORARIUM, PARKING, DIETARY TICKETS, EDUCATIONAL REIMBURSEMENT: $1,519,068 3. BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC.- SALARY, FRINGE BENEFITS, HONORARIA AND OTHER: $76,393 4. BETH ISRAEL LAHEY HEALTH, INC. - BILH PROVIDES CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS AND ALSO TO HMFP AS A RELATED ENTITY INTEGRALLY RELATED TO WORKING WITH BILH AND ITS AFFILIATES TO ACCOMPLISH ITS MISSION. BILH SUPPORT INCLUDES THE FOLLOWING SERVICES: PAYOR CONTRACTING, SUPPLY MANAGEMENT AND OTHER CENTRALIZED SUPPORT SERVICES, INSURANCE AND TAX SERVICES: A. NETWORK ASSESSMENT FEE: $3,204,131 5. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - HARVARD MEDICAL SCHOOL TEACHING SERVICES & INFUSION CARE EXPENSES: $2,022,315 6. PHYSICIANS PROFESSIONAL SERVICES, LLP - BILLING SERVICES: $14,114,958 P -- REIMBURSEMENT PAID TO RELATED ORGANIZATION(S) FOR EXPENSES AS NOTED THROUGHOUT THIS FILING, HMFP AND THE ENTITIES FOR WHICH IT SERVES AS DIRECT OR INDIRECT SOLE MEMBER ARE RELATED TO BILH AND ITS NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, HMFP REIMBURSED ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED ON BEHALF OF HMFP IN FURTHERANCE OF THE EXEMPT PURPOSE OF HMFP AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, HMFP MADE THE FOLLOWING REIMBURSEMENTS FOR EXPENSES TO ITS AFFILIATES: 1. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - MANAGEMENT FEES, PHYSICIAN SERVICES AND COVERAGE REIMBURSEMENT, PENSION, HEALTH, DENTAL AND OTHER REIMBURSEMENTS: $133,699,952 2. BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. - RENT AND EXPENSE REIMBURSEMENTS (MALPRACTICE, STAFF DUES, OTHER): $580,929 3. BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. - RENT, MALPRACTICE INSURANCE, PHYSICIAN AND OTHER SALARY REIMBURSEMENTS: $682,534 4. BETH ISRAEL DEACONESS MEDICAL CENTER EMPLOYEE SALARY AND FRINGE BENEFIT REIMBURSEMENT, MALPRACTICE REIMBURSEMENT, RESEARCH AND OPERATING EXPENSE REIMBURSEMENT: $132,479,623 5. JOSLIN DIABETES CENTER PHYSICIAN SERVICES, AND COVERAGE REIMBURSEMENTS: $1,376,007 6. MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BILH PRIMARY CARE HARVARD MEDICAL SCHOOL TEACHING REVENUE TRANSFER; PHYSICIAN SERVICE COVERAGE EXPENSES; SALARY REIMBURSEMENT; RENT AND OPERATING EXPENSE REIMBURSEMENTS: $351,724 7. NEW ENGLAND BAPTIST HOSPITAL MEDICAL STAFF DUES: $248,178 8. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.- PHYSICIAN SERVICES; STAFF DUES, RENT, MALPRACTICE COVERAGE: $85,866 Q -- REIMBURSEMENT PAID BY RELATED ORGANIZATION(S) FOR EXPENSES AS NOTED THROUGHOUT THIS FILING, HMFP AND THE ENTITIES FOR WHICH IT SERVES AS DIRECT OR INDIRECT SOLE MEMBER ARE RELATED TO BILH AND ITS NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, HMFP WAS REIMBURSED BY ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED IN FURTHERANCE OF THE EXEMPT PURPOSE OF HMFP AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, HMFP RECEIVED THE FOLLOWING REIMBURSEMENTS FOR EXPENSES FROM ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL DEACONESS MEDICAL CENTER REIMBURSEMENTS FOR PATIENT CARE AND TEACHING SERVICES, RESEARCH SALARY AND FRINGE REIMBURSEMENT: $249,206,343 2. PHYSICIANS PROFESSIONAL SERVICES, LLP - SALARY, FRINGE AND OPERATING EXPENSE REIMBURSEMENTS: $2,524,342 S -- OTHER TRANSFER OF CASH OR PROPERTY FROM RELATED ORGANIZATION(S) AS NOTED THROUGHOUT THIS FILING, HMFP AND THE ENTITIES FOR WHICH IT SERVES AS DIRECT OR INDIRECT SOLE MEMBER ARE RELATED TO BILH AND ITS NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF ITS AFFILIATED ENTITIES MADE CASH PAYMENTS TO HMFP. DURING THE PERIOD COVERED BY THIS FILING, THE FOLLOWING CASH OR PROPERTY WAS TRANSFERRED TO HMFP BY ITS TAX-EXEMPT AFFILIATES: 1. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (APHMFP) TRANSFER OF FUNDS RELATED TO PHYSICIAN SERVICES PROVIDED BY HMFP HOSPITALISTS AND COLLECTED BY APHMFP ON BEHALF OF HMFP: $122,409,934