Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014
BCheck if applicable:
CName of organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
330 BROOKLINE AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02215
D Employer identification number

04-2103881
E Telephone number

G Gross receipts $ 1,580,555,993
F Name and address of principal officer:
DR KEVIN TABB
330 BROOKLINE AVE
BOSTON,MA02215
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BIDMC.HARVARD.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1915
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TERTIARY CARE ACADEMIC MEDICAL CENTER
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 12,458
6 Total number of volunteers (estimate if necessary) ............. 6 535
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 12,169,461
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 24,050,616 25,659,510
9 Program service revenue (Part VIII, line 2g) ......... 1,294,183,741 1,332,513,700
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 28,492,215 37,629,394
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 46,583,007 66,452,877
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,393,309,579 1,462,255,481
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 34,941,421 42,558,157
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 629,927,237 682,153,776
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 116,012 152,235
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet7,521,977    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 644,350,454 660,193,605
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,309,335,124 1,385,057,773
19 Revenue less expenses. Subtract line 18 from line 12....... 83,974,455 77,197,708
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,578,043,747 1,616,172,939
21 Total liabilities (Part X, line 26)............. 698,117,799 708,172,838
22 Net assets or fund balances. Subtract line 21 from line 20..... 879,925,948 908,000,101
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 909,613,191 including grants of $   ) (Revenue $ 1,098,250,224 )
SEE SCHEDULE O- PATIENT CARE
4b (Code:   ) (Expenses $ 243,497,000 including grants of $ 35,136,425 ) (Revenue $ 214,916,655 )
SEE SCHEDULE O- RESEARCH
4c (Code:   ) (Expenses $ 97,130,190 including grants of $ 20,059 ) (Revenue $ 29,220,958 )
SEE SCHEDULE O- TEACHING
(Code:   ) (Expenses $   including grants of $ 7,401,673 ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $ 7,401,673 ) (Revenue $   )
4e Total program service expensesMediumBullet1,250,240,381
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
375
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
12,458
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
0
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
23
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , CO , FL , IL , KY , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , ND , OH , OK , OR , SC , TN , UT , WA , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletSTEPHEN DEVEAU330 BROOKLINE AVENUEBOSTONMA02215 (617) 667-1414
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANDERSON CAROL F........................................................................
DIRECTOR & VICE CHAIR
 5.00
.......................1.00 		X           0 0 0
(2) BRADY MICHAEL J........................................................................
DIRECTOR, EX-OFFICIO
 1.00
.......................11.00 		X           0 0 0
(3) BUFFERD ALLAN........................................................................
DIRECTOR & TREASURER
 2.00
.......................1.00 		X   X       0 0 0
(4) CHAIKOF MD PHD ELLIOT........................................................................
DIR & SURG CHIEF
 30.00
.......................35.00 		X           460,221 460,222 108,649
(5) CRONIN MICHAEL........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(6) CUTLER JOEL........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(7) JICK DANIEL J........................................................................
DIR & BOARD CHAIR
 15.00
.......................1.00 		X           0 0 0
(8) JOHNSTON WILLIAM........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(9) KAY STEPHEN B........................................................................
DIRECTOR (EX-OFFICIO)
 1.00
.......................0.00 		X           0 0 0
(10) LADD EDWARD........................................................................
DIRECTOR & VICE CHAIR
 5.00
.......................0.00 		X           0 0 0
(11) LAMERE DAVID........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(12) LEPOFSKY ROBERT J........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(13) LINDE DOUGLAS........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(14) MACDOWELL VIRGINIA........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 0 0
(15) MANDELL MD JAMES........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(16) MCKENNA MARGARET........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(17) O'HANLEY RONALD........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ROSENBERG MD STUART........................................................................
DIR & CEO-HMFP
 1.00
.......................64.00 		X           0 1,032,308 66,675
(19) ROTTENBERG ALAN........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(20) TABB MD KEVIN........................................................................
PRESIDENT & CEO
 60.00
.......................5.00 		X   X       1,307,416 0 46,916
(21) TURNBULL CLAYTON........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(22) WANG FREDERICK........................................................................
DIRECTOR
 6.00
.......................0.00 		X           0 0 0
(23) ZEIDEL MD MARK L........................................................................
DIR & CHIEF, MEDICINE
 30.00
.......................35.00 		X           357,061 357,062 64,088
(24) FISCHER STEVEN........................................................................
SR. VP - FINANCE & CFO
 59.00
.......................1.00 		    X       677,771 0 53,113
(25) FORMELLA RN MSN NANCY........................................................................
CHIEF OPERATING OFFICER
 58.00
.......................2.00 		    X       580,224 0 13,778
(26) ARMSTRONG WALTER........................................................................
SVP FACILITIES
 60.00
.......................0.00 		      X     447,885 0 30,265
(27) BIEBER JUDITH........................................................................
SVP - HR
 60.00
.......................0.00 		      X     198,454 0 50,160
(28) MAURER RN MSN MARSHA........................................................................
SVP-PAT CARE & CNO
 60.00
.......................0.00 		      X     599,110 0 46,314
(29) SHEEHAN RN MSN JAYNE........................................................................
SVP AMBUL & EMERG SVCS
 60.00
.......................0.00 		      X     446,855 0 37,576
(30) SUKHATME MD SCD VIKAS P........................................................................
SVP & CHIEF ACADEMIC OFFICER
 54.00
.......................6.00 		      X     571,293 49,677 54,013
(31) WARFIELD MD CAROL A........................................................................
FORMER CHIEF OF ANESTHESIOLOGY
 0.00
.......................40.00 		        X   6,596,667 207,241 433,710
(32) GEBHARDT MD MARK C........................................................................
CHIEF OF ORTHO SURGERY
 30.00
.......................35.00 		        X   374,493 374,492 81,490
(33) KRUSKAL MD PHD JONATHAN B........................................................................
CHIEF OF RADIOLOGY
 30.00
.......................35.00 		        X   346,042 346,040 61,043
(34) LEWIS MD STANLEY........................................................................
SVP, NETWORK INTEGRATION
 55.00
.......................10.00 		        X   565,781 62,864 47,002
(35) SIMON MD PHD BRETT........................................................................
CHIEF OF ANESTHESIA
 30.00
.......................35.00 		        X   312,388 312,387 83,910
(36) BUEHRENS ERIC........................................................................
FRMR INTRM PRES/CEO&COO
 0.00
.......................0.00 		          X 446,608 0 17,604
(37) ZANKMAN LISA........................................................................
FORMER SR. VP - HR
 0.00
.......................0.00 		          X 324,953 0 23,775
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 14,613,222 3,202,293 1,320,081
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,299
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
Yes
 
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
HARVARD MEDICAL FACULTY PHYS AT BIDMC375 LONGWOOD AVEBOSTONMA02215 PHYSICIAN SERVICES 116,254,778
SODEXHOPO BOX 905374CHARLOTTENC28207 FOOD SERVICES 7,270,402
MASCO SERVICES375 LONGWOOD AVEBOSTONMA02215 PARKING 6,489,722
CAREGROUPINCSUITE 300 109 BROOKLINE AVEBOSTONMA02215 MANAGEMENT SERVICES 4,671,804
COX-ENGINEERING CO35 INDUSTRIAL DRIVECANTONMA02021 ENGINEERING 1,533,270
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet76
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 134,692
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		25,524,818
g Noncash contributions included in lines
1a-1f:$ 		4,144,990
h Total. Add lines 1a-1f.......MediumBullet 25,659,510
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE RE 541700 613,875,062 613,875,062    
b MEDICARE/MEDICAID REV 900099 474,501,025 474,501,025    
c NIH FUNDED RESEARCH 541700 159,808,020 159,808,020    
d SPONSORED RESEARCH 541700 55,108,635 55,108,635    
e GRADUATE MED EDUCATION 611710 29,220,958 29,220,958    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,332,513,700
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,040,869   447,830 593,039
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 766,260     766,260
(i) Real (ii) Personal
6a Gross rents 867,945  
b Less: rental expenses 28,689  
c Rental income or (loss) 839,256  
d Net rental income or (loss).......MediumBullet 839,256   21,837 817,419
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 154,605,008  
b Less: cost or other basis and sales expenses 118,016,483  
c Gain or (loss) 36,588,525  
d Net gain or (loss)..........MediumBullet 36,588,525   572,609 36,015,916
8a Gross income from fundraising events (not including
$ 134,692
of contributions reported on line 1c). See Part IV, line 18 ..
a 132,164
b Less: direct expenses ...b 238,340
c Net income or (loss) from fundraising events..MediumBullet -106,176   -106,176
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 39,777
b Less: direct expenses ...b 17,000
c Net income or (loss) from gaming activities...MediumBullet 22,777     22,777
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a PARKING REVENUE 812930 22,771,398   19,200 22,752,198
b OUTREACH LAB (UBIT) 621500 3,488,958   3,488,958  
c CYTOLOGY LAB (UBIT) 900099 179,454   179,454  
d All other revenue .... 38,490,950 9,874,137 7,439,573 21,177,240
e Total. Add lines 11a–11d ...... MediumBullet 64,930,760
12 Total revenue. See Instructions......MediumBullet 1,462,255,481 1,342,387,837 12,169,461 82,038,673
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 37,461,976 37,461,976
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 20,059 20,059
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 5,076,122 5,076,122
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 6,060,473 3,030,236 3,030,237  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 902,748 451,374 451,374  
7 Other salaries and wages 563,830,392 517,763,676 41,684,885 4,381,831
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 23,740,781 21,445,047 2,092,750 202,984
9 Other employee benefits ....... 45,646,752 41,232,711 4,023,761 390,280
10 Payroll taxes ........... 41,972,630 37,913,778 3,699,905 358,947
11 Fees for services (non-employees):        
a Management ...... 5,417,245   5,417,245  
b Legal ......... 4,758,852   4,758,852  
c Accounting ........... 427,810   427,810  
d Lobbying ........... 285,739   285,739  
e Professional fundraising services. See Part IV, line 17 152,235 152,235
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 155,920,764 128,171,296 27,105,875 643,593
12 Advertising and promotion .... 2,354,803 472,303 1,878,837 3,663
13 Office expenses ....... 194,508,944 192,486,805 1,564,004 458,135
14 Information technology ...... 8,195,884 5,728,517 2,340,319 127,048
15 Royalties ..        
16 Occupancy ........... 71,760,374 65,722,398 5,995,213 42,763
17 Travel ............ 683,403 485,911 148,105 49,387
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 784,883 678,462 90,473 15,948
20 Interest ........... 14,983,164 14,983,164    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 75,670,639 60,397,616 15,139,514 133,509
23 Insurance .............. 7,609,455 7,301,259 308,196  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a RESEARCH 58,703,540 58,703,540 0 0
b CONTRACTED SERVICES 27,387,684 26,647,148 706,804 33,732
c UNCOMPENSATED CARE 8,918,822 8,918,822 0 0
d FOOD 3,550,947 2,639,939 386,895 524,113
e All other expenses 18,270,653 12,508,222 5,758,622 3,809
25 Total functional expenses. Add lines 1 through 24e 1,385,057,773 1,250,240,381 127,295,415 7,521,977
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 1 1  
2 Savings and temporary cash investments ......... 642,442,947 2 651,823,209
3 Pledges and grants receivable, net ........... 32,610,071 3 34,346,096
4 Accounts receivable, net ............. 153,662,156 4 152,818,581
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 9,897,342 8 10,238,151
9 Prepaid expenses and deferred charges .......... 9,427,617 9 11,525,386
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,103,332,202
b Less: accumulated depreciation ..... 10b 1,627,551,565 478,407,371 10c 475,780,637
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 182,005,950 12 189,499,226
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 69,590,292 15 90,141,653
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,578,043,747 16 1,616,172,939
Liabilities 17 Accounts payable and accrued expenses ......... 174,561,354 17 193,894,751
18 Grants payable .................   18  
19 Deferred revenue ................ 59,247,524 19 60,043,474
20 Tax-exempt bond liabilities ............. 371,621,847 20 348,697,037
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 92,687,074 25 105,537,576
26 Total liabilities. Add lines 17 through 25......... 698,117,799 26 708,172,838
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 687,338,519 27 704,580,079
28 Temporarily restricted net assets ........... 137,930,412 28 145,424,945
29 Permanently restricted net assets ........... 54,657,017 29 57,995,077
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 879,925,948 33 908,000,101
34 Total liabilities and net assets/fund balances ........ 1,578,043,747 34 1,616,172,939
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,462,255,481
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,385,057,773
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
77,197,708
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
879,925,948
5
Net unrealized gains (losses) on investments ...............
5
-134,262
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-48,989,293
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
908,000,101
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
BETH ISRAEL DEACONESS MEDICAL CENTER
  		Employer identification number

04-2103881
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
BETH ISRAEL DEACONESS MEDICAL CENTER
  		Employer identification number

04-2103881
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
BETH ISRAEL DEACONESS MEDICAL CENTER
  		Employer identification number

04-2103881
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
Yes
 
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
Yes
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
285,739
j
Total. Add lines 1c through 1i ...............................
285,739
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: THE MEDICAL CENTER ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. ADDITIONALLY, THE MEDICAL CENTER 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 $285,739 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2014. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d 931,122
e Distributions during the year ............................. 1e 931,122
f Ending balance ................................... 1f 0
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 192,587,429 172,799,187 158,281,306 172,948,409 150,018,022
b Contributions ........ 10,827,103 9,753,810 10,376,111 -1,735,365 19,184,387
c Net investment earnings, gains, and losses 12,156,351 20,064,195 16,376,503 546,551 13,662,000
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		12,150,860 10,029,763 12,234,733 13,478,289 9,916,000
f Administrative expenses ....          
g End of year balance ...... 203,420,023 192,587,429 172,799,187 158,281,306 172,948,409
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet31.000 %
c
Temporarily restricted endowment SchDMd Bullet69.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   24,282,879 24,282,879
b Buildings ................   312,714,818 244,907,922 67,806,896
c Leasehold improvements ............   565,048,406 360,878,394 204,170,012
d Equipment ................   1,201,286,099 1,021,765,249 179,520,850
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 475,780,637
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) OTHER INVESTMENT THROUGH CIP 		189,499,226 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 189,499,226
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEBT ISSUANCE COSTS 2,294,717
(2) DUE FROM AFFILIATES 39,838,008
(3) A/R MISC 3,357,191
(4) RESERVE FOR BAD DEBT -750,000
(5) DEPOSITS 1,500,000
(6) CASH SURRENDER VALUE-EXEC LIFE 571,302
(7) HPHC WORKING CAPITAL 1,436,436
(8) PROFESSIONAL LIABILITY REINSURANCE RECOVERIES 41,893,999

Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 90,141,653
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
FUNDS HELD IN TRUST 1,535,909
FUNDS MANAGED BY OTHERS 10,018,867
MEDICAL MALPRACTICE 784,630
POST RETIREMENT BENEFITS 39,912,206
CLINICAL TRIALS 11,391,965
PROFESSIONAL LIABILITY 41,893,999



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 105,537,576
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 2,232,352,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 1,950,216
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 795,895,860
e Add lines 2a through 2d ..................... 2e 797,846,076
3 Subtract line 2e from line 1..................... 3 1,434,505,924
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 241,545
b Other (Describe in Part XIII.) ........... 4b 27,508,012
c Add lines 4a and 4b....................... 4c 27,749,557
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,462,255,481
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 2,092,505,000
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 238,340
e Add lines 2a through 2d...................... 2e 238,340
3 Subtract line 2e from line 1..................... 3 2,092,266,660
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b -707,208,887
c Add lines 4a and 4b....................... 4c -707,208,887
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,385,057,773
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART IV, LINE 1B: CUSTODIAN ARRANGEMENTS THE MEDICAL CENTER IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BID-NEEDHAM) WHICH IS A COMMUNITY HOSPITAL EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. DURING THE FISCAL YEAR COVERED BY THIS FILING, BID-NEEDHAM DID NOT MAINTAIN ITS OWN DEVELOPMENT STAFF. INSTEAD, AS PART OF THE RELATIONSHIP BETWEEN THE ENTITIES, THE MEDICAL CENTER'S DEVELOPMENT STAFF SOLICITED AND PROCESSED CONTRIBUTIONS FOR BID-NEEDHAM. UPON RECEIPT, THE CONTRIBUTIONS WERE DEPOSITED INTO A MEDICAL CENTER ACCOUNT. AT THE END OF EACH MONTH, THE TOTAL OF THE DEPOSITS ARE TRANSFERRED FROM THE MEDICAL CENTER TO BID-NEEDHAM.
PART V, LINE 4: BETH ISRAEL DEACONESS MEDICAL CENTER ENDOWMENT FUND THE MEDICAL CENTER'S ENDOWMENT FUNDS ARE INTENDED TO ENSURE THAT THE MEDICAL CENTER ACCOMPLISHES ITS CHARITABLE MISSIONS OF PROVIDING EXCELLENT CLINICAL CARE, ENGAGING IN CUTTING EDGE RESEARCH AND EDUCATING THE HEALTH CARE PRACTITIONERS OF TOMORROW. THE SPECIFIC USES OF THE ENDOWMENT VARY DEPENDING ON THE NATURE OF RESTRICTIONS, IF ANY, IMPOSED BY DONORS. UNDER THE MEDICAL CENTER'S CURRENT LONG-TERM INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 5-6% 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 2014 $3,014,766 WAS APPROPRIATED OF WHICH $335,923 WAS RELATED SPECIFICALLY TO FREE CARE AND IS INCLUDED IN THIS FORM 990 SCHEDULE H. 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.
PART X, LINE 2: BIDMC, APG, NEEDHAM, MILTON, PLYMOUTH AND HMFP 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 MEDICAL CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE MEDICAL CENTER DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2014 OR 2013.
PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 12,150,860. CONSOLIDATED AFFILIATES REVENUE NET OF ELIMINATION 783,745,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDS MANAGED FOR OTHERS 2,835,024. RENT -28,689. OTHER 2,866. TEMPORARILY AND PERMANENTLY RESTRICTED CONTRIBUTIONS 10,827,103. TEMPORARILY RESTRICTED REALIZED GAINS 12,800,082. CONTRIBUTIONS OF MEDICAL & RESEARCH EQUIPMENT 1,309,966. DIRECT EXPENSES FROM FUNDRAISING EVENTS -238,340.
PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENTS 238,340.
PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER 2,802. RENT -28,689. CONSOLIDATED AFFILIATES EXPENSE NET OF ELIMINATION -707,183,000.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   70,365,681
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS   890,311
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS   3,300,422
NORTH AMERICA 0 0 INVESTMENTS   3,005,698
SOUTH AMERICA 0 0 INVESTMENTS   763,629
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES JOINTLY OWNED FOREIGN INSURANCE 6,875,078
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL FOR EDUCATIONAL SEMINARS/ PRESENTATIONS 19,938
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL FOR EDUCATIONAL SEMINARS/ PRESENTATIONS 281,363
EUROPE (INCLUDING ICELAND AND GREENLAND 0 0 PROGRAM SERVICES TRAVEL FOR EDUCATIONAL SEMINARS/ PRESENTATIONS 205,301
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR EDUCATIONAL SEMINARS/ PRESENTATIONS 11,176
NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR EDUCATIONAL SEMINARS/ PRESENTATIONS 26,233
RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRAVEL FOR EDUCATIONAL SEMINARS/ PRESENTATIONS 4,647
SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR EDUCATIONAL SEMINARS/ PRESENTATIONS 16,203
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR EDUCATIONAL SEMINARS/ PRESENTATIONS 27,637
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TEACHING/ RESEARCH/ PATIENT CARE 255,622
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES TEACHING/ RESEARCH/ PATIENT CARE 4,418,310
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TEACHING/ RESEARCH/ PATIENT CARE 78,592
NORTH AMERICA 0 0 PROGRAM SERVICES TEACHING/ RESEARCH/ PATIENT CARE 371,143
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TEACHING/ RESEARCH/ PATIENT CARE 154,130
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TEACHING/ RESEARCH/ PATIENT CARE 2,888
SOUTH AMERICA 0 0 PROGRAM SERVICES TEACHING/ RESEARCH/ PATIENT CARE 4,362
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES HUMANITARIAN MISSION 6,390
SOUTH ASIA 0 0 PROGRAM SERVICES HUMANITARIAN MISSION 4,677
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES HUMANITARIAN MISSION 6,510
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES HUMANITARIAN MISSION 3,581
MIDDLE -EAST & NORTH AFRICA 0 0 PROGRAM SERVICES HUMANITARIAN MISSION 1,852
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TEACHING/ RESEARCH/ PATIENT CARE 30,538
3a Sub-total ..... 0 0 85,502,120
b Total from continuation sheets to Part I ... 0 0 5,629,792
c Totals (add lines 3a and 3b) 0 0 91,131,912
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 45,000 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUB-AWARD 924,407 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUB-AWARD 24,162 WIRE TRANSFER      
NORTH AMERICA RESEARCH SUB-AWARD 10,050 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUB-AWARD 3,252,783 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 16,255 WIRE TRANSFER      
MIDDLE EAST AND NORTH AFRICA RESEARCH SUB-AWARD 26,690 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 21,810 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 315 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 23,290 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUB-AWARD 5,220 WIRE TRANSFER      
MIDDLE EAST AND NORTH AFRICA RESEARCH SUB-AWARD 51,902 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUB-AWARD 30,455 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 25,439 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 31,974 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 36,487 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 14,880 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 12,489 WIRE TRANSFER      
NORTH AMERICA RESEARCH SUB-AWARD 23,760 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 9,592 WIRE TRANSFER      
NORTH AMERICA RESEARCH SUB-AWARD 88,648 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUB-AWARD 77,539 WIRE TRANSFER      
NORTH AMERICA RESEARCH SUB-AWARD 2,160 WIRE TRANSFER      
NORTH AMERICA RESEARCH SUB-AWARD 246,525 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH SUB-AWARD 56,199 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 10,000 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH SUB-AWARD 8,091 WIRE TRANSFER      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
27
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 2: AS NOTED IN BOTH SCHEDULES H, HOSPITALS AND SCHEDULE I, GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS, GOVERNMENTS, AND INDIVIDUALS IN THE UNITED STATES, AS PART OF THE MEDICAL CENTER'S COMMITMENT TO OUR COMMUNITY, THE MEDICAL CENTER PARTNERS WITH COMMUNITY LEADERS AND COMMUNITY-BASED ORGANIZATIONS WHO SERVE AS LINKS TO THE COMMUNITY AND TEACHERS OF HOW WE CAN BETTER SERVE THE POPULATIONS THEY REPRESENT. IN ADDITION, THE MEDICAL CENTER COLLABORATES WITH A WIDE VARIETY OF ORGANIZATIONS BOTH WITHIN AND OUTSIDE OF THE UNITED STATES 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 AWARDS, THE MEDICAL CENTER MUST COMPLY WITH THE GUIDELINES SPECIFIC TO THE FEDERAL AWARDING AGENCY FOR THE PARTICULAR PROGRAM. THE MEDICAL CENTER'S ADHERENCE TO THESE PROGRAMS' REQUIREMENTS IS AUDITED ANNUALLY AS REQUIRED BY OMB CIRCULAR A-133. THE MEDICAL CENTER IS REQUIRED BY FEDERAL REGULATION TO MONITOR EXPENSES OF FEDERAL FUNDS AWARDED TO THE MEDICAL CENTER 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. SIMILAR MONITORING PROGRAMS ARE IN PLACE THAT ASSURE ADHERENCE TO ALL NON-FEDERAL SPONSORS' GRANT REQUIREMENTS AS WELL THROUGH A GROUP OF DEDICATED RESEARCH ADMINISTRATIVE PROFESSIONALS THAT REPORT UP THROUGH THE OFFICE OF ACADEMIC AFFAIRS. THIS REPORTING STRUCTURE FURTHER ENHANCES INTERNAL CONTROLS.
SCHEDULE F PART IV FOREIGN FORMS ALTHOUGH BIDMC WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, BIDMC WAS NOT REQUIRED TO FILE FORM 8621, INFORMATION RETURNS BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND.
SCHEDULE F PART V -- SUPPLEMENTAL INFORMATION GRANTS TO ENTITIES OUTSIDE THE UNITED STATES ARE RELATED TO AND FURTHER THE MEDICAL CENTER'S MISSION TO IMPROVE THE HEALTH OF ALL PATIENTS AND TO ENGAGE IN CUTTING EDGE RESEARCH. FUND RECIPIENTS PROVIDE THE MEDICAL CENTER WITH REPORTS DOCUMENTING THE USE OF SUCH FUNDS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
HARRIS
1400-A CROSSWAYS BLVD
 
CHESAPEAKE, VA23320 		PHONE CAMPAIGN   No 87,272 111,736 -29,464
 
BRUCE FLESSNER
7251 OHMS LN
 
MINNEAPOLIS, MN02445 		STRATEGY CONSULTING   No 0 23,833 -23,833
 
DEVELOPMENT GUILD
233 HARVARD ST STE 107
 
BROOKLINE, MA02445 		STRATEGY CONSULTING   No 0 16,666 -16,666
             
             
             
             
             
             
             
Total .................right arrow 87,272 152,235 -69,963
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AK, CO, FL, IL, KY, MD, MA, MI, MN, MS, NH, NJ, NM, NY, NC, ND, OH, OK, OR, SC, TN, UT, WA, WI
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

A REASON TO RIDE
(event type) 		(b) Event #2

PALM BEACH
(event type) 		(c) Other events

4
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 73,451 54,400 139,005 266,856
2 Less: Contributions . . 5,187 28,560 100,945 134,692
3 Gross income (line 1
minus line 2) . . . 		68,264 25,840 38,060 132,164
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0  
5 Noncash prizes . . 0 0 0  
6 Rent/facility costs . . 5,229 0 6,320 11,549
7 Food and beverages . 0 53,235 12,743 65,978
8 Entertainment . . . 0 18,582 0 18,582
9 Other direct expenses . 3,053 135,192 3,986 142,231
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 238,340
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -106,176
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .     39,777 39,777
VerticalDirectExpenses 2 Cash prizes . . . .     15,011 15,011
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .     1,989 1,989
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 17,000
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow 22,777
9
Enter the state(s) in which the organization operates gaming activities: MA
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
50.000 %
b
An outside facility ........................
13b
50.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
BETH ISRAEL DEACONESS LEAGL DEPARTMENT
Address right arrow
330 BROOKLINE AVENUE
BOSTON,MA02215
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
STEVEN FISCHER
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$ 22,777
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    24,767,873 9,233,526 15,534,347 1.120 %
b Medicaid (from Worksheet 3,
column a) .... 		    184,519,665 152,790,990 31,728,675 2.290 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		    0 0    
d Total Financial Assistance
and Means-Tested
Government Programs . 		    209,287,538 162,024,516 47,263,022 3.410 %
Other Benefits
     4,586,212 603,158 3,983,054 0.290 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    96,818,539 29,220,958 67,597,581 4.880 %
g Subsidized health services
(from Worksheet 6) .. 		    96,732,484 68,109,691 28,622,793 2.070 %
h Research (from Worksheet 7)     262,471,716 203,543,508 58,928,208 4.250 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    8,354,338 525,400 7,828,938 0.570 %
j Total. Other Benefits ..     468,963,289 302,002,715 166,960,574 12.060 %
k Total. Add lines 7d and 7j .     678,250,827 464,027,231 214,223,596 15.470 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing           0 %
2 Economic development           0 %
3 Community support           0 %
4 Environmental improvements           0 %
5 Leadership development and training for community members           0 %
6 Coalition building           0 %
7 Community health improvement advocacy           0 %
8 Workforce development     342,945   342,945 0 %
9 Other           0 %
10 Total     342,945   342,945  
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
24,219,073
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
316,908,653
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
327,317,991
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-10,409,338
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE
BOSTON,MA02215
HTTP://WWW.BIDMC.ORG/
VL42 		X X   X X X X   TERTIARY CARE ACADEMIC MEDICAL CENTER  
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
BETH ISRAEL DEACONESS MEDICAL CENTER
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		1
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................... 3 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.000000000000%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 400.000000000000%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
BETH ISRAEL DEACONESS MEDICAL CENTER PART V, SECTION B, LINE 3: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
BETH ISRAEL DEACONESS MEDICAL CENTER PART V, SECTION B, LINE 7: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
BETH ISRAEL DEACONESS MEDICAL CENTER PART V, SECTION B, LINE 20D: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?5
Name and address Type of Facility (describe)
1 BETH ISRAEL DEACONESS HEALTHCARE LEXIN
482 BEDFORD STREET
LEXINGTON,MA02420 		OUTPATIENT MEDICAL CARE
2 BETH ISRAEL DEACONESS HEALTHCARE CHELS
1000 BROADWAY
CHELSEA,MA02150 		OUTPATIENT MEDICAL CARE
3 BOWDOIN STREET HEALTH CENTER
230 BOWDOIN STREET
DORCHESTER,MA02122 		OUTPATIENT MEDICAL CARE
4 CHESTNUT HILL URGENT CARE
200 BOYLSTON STREET
NEWTON,MA02467 		OUTPATIENT URGENT MEDICAL CARE
5 BETH ISRAEL DEACONESS CANCER CENTER
148 CHESTNUT STREET
NEEDHAM,MA02492 		OUTPATIENT CANCER CARE
6
7
8
9
10
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
BETH ISRAEL DEACONESS MEDICAL CENTER PART V, SECTION B, LINE 3: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
BETH ISRAEL DEACONESS MEDICAL CENTER PART V, SECTION B, LINE 7: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
BETH ISRAEL DEACONESS MEDICAL CENTER PART V, SECTION B, LINE 20D: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
Schedule H (Form 990) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number
04-2103881
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVE
BRONX,NY10461 		13-1624225 501(C)(3) 1,187,468       RESEARCH - SUBAWARD
(2) AMERICAN SOCIETY FOR CLINICAL PATHOLOGY
33 WEST MONROE ST SUITE 1600
CHICAGO,IL606035617 		36-2406080   10,210       RESEARCH - SUBAWARD
(3) APTIMA INC
12 GILL ST STE 1400
WOBURN,MA01801 		04-3281859   176,157       RESEARCH - SUBAWARD
(4) BAYLOR COLLEGE OF MEDICINE
DR PHILIP NG
HOUSTON,TX77030 		74-1613878 501(C)(3) 50,000       RESEARCH - SUBAWARD
(5) BILLINGS CLINIC FOUNDATION
PO BOX 31031
BILLINGS,MT59107 		81-0407289 501(C)(3) 9,799       RESEARCH - SUBAWARD
(6) BIOSURFACES
200 HOMER AVE UNIT 1P
ASHLAND,MA01721 		02-8600865   140,465       RESEARCH - SUBAWARD
(7) BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVE
BOSTON,MA02115 		04-2774441 501(C)(3) 2,316,329       RESEARCH - SUBAWARD
(8) BOSTON MEDICAL CENTER
650 ALBANY ST ROOM 607
BOSTON,MA02118 		04-3314093 501(C)(3) 7,291       RESEARCH - SUBAWARD
(9) BOSTON UNIVERSITY
P O BOX 55057
BOSTON,MA02205 		04-2103547 501(C)(3) 15,083       RESEARCH - SUBAWARD
(10) BRIGHAM & WOMENS HOSP
PO BOX 3149
BOSTON,MA022413149 		04-2312909 501(C)(3) 3,665,544       RESEARCH - SUBAWARD
(11) BRIGHAM AND WOMEN'S HOSPTIAL
1620 TREMONT ST SUITE 3030
BOSTON,MA02120 		04-2312909 501(C)(3) 76,990       RESEARCH - SUBAWARD
(12) BROAD INSTITUTE
7 CAMBRIDGE CENTER NE30-7031
CAMBRIDGE,MA02142 		26-3428781 501(C)(3) 105,750       RESEARCH - SUBAWARD
(13) BROWN UNIVERSITY
CASHIERS OFFICE
PROVIDENCE,RI02912 		05-0258809 501(C)(3) 29,689       RESEARCH - SUBAWARD
(14) CAMBRIDGE HEALTH ALLIANCE
1493 CAMBRIDGE ST
CAMBRIDGE,MA02139 		01-0676306 501(C)(3) 48,554       RESEARCH - SUBAWARD
(15) CAROLINAS HEALTHCARE SYSTEM
PO BOX 601979
CHARLOTTE,NC282601979 		56-1398929 501(C)(3) 5,000       RESEARCH - SUBAWARD
(16) CASE WESTERN RESERVE UNIVERSITY
1100 EUCLID AVE RM790
CLEVELAND,OH441066003 		34-1018992 501(C)(3) 30,000       RESEARCH - SUBAWARD
(17) CHILDREN'S HOSPITAL FINANCIAL REPORTING
300 LONGWOOD AVE
BOSTON,MA02115 		04-2774441 501(C)(3) 574,298       RESEARCH - SUBAWARD
(18) CLEVELAND CLINIC
PO BOX 931652
CLEVELAND,OH441935012 		65-1133985 501(C)(3) 33,448       RESEARCH - SUBAWARD
(19) COLUMBIA UNIVERSITY
OFFICE OF THE CONTROLLERRESTRICTED
FUNDS DIV
NEW YORK,NY10027 		13-5598093 501(C)(3) 135,728       RESEARCH - SUBAWARD
(20) CORNELL UNIVERSITY
350 CALDWELL HALL
ITHACA,NY148532602 		15-0532082 501(C)(3) 141,667       RESEARCH - SUBAWARD
(21) CURADEL LLC
377 PLANTATION STREET
WORCESTER,MA01605 		46-0950388   629,979       RESEARCH - SUBAWARD
(22) DANA FARBER
44 BINNEY ST - M/S BP410
BOSTON,MA02115 		04-2263040 501(C)(3) 1,839,959       RESEARCH - SUBAWARD
(23) DANA FARBER PARTNERS CANCER CARE
44 BINNEY ST BP10 317
BOSTON,MA02115 		04-2263040 501(C)(3) 223,419       RESEARCH - SUBAWARD
(24) DARTMOUTH COLLEGE
ATTN LINDA WOODWARD
LEBANON,NH03756 		02-0222111 501(C)(3) 74,437       RESEARCH - SUBAWARD
(25) DUKE UNIVERSITY
OFFICE OF SPONSORED PROGRAM
DURHAM,NC277080491 		56-0532129 501(C)(3) 1,003,104       RESEARCH - SUBAWARD
(26) FENWAY COMMUNITY HEALTH
1340 BOYLSTON STREET FINANCE
BOSTON,MA022154302 		04-2510564 501(C)(3) 735,224       RESEARCH - SUBAWARD
(27) FENWAY HEALTH
1340 BOYLSTON STREET
BOSTON,MA02215 		04-2510564 501(C)(3) 141,977       RESEARCH - SUBAWARD
(28) FORSYTH INSTITUTE
245 FIRST STREET
CAMBRIDGE,MA021421200 		04-2104230 501(C)(3) 32,154       RESEARCH - SUBAWARD
(29) FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FARIVIEW AVE N
SEATTLE,WA981091024 		23-7156071   524,198       RESEARCH - SUBAWARD
(30) GEISINGER CLINIC
GEISINGER HEALTH SYSTEM
DANVILLE,PA178223069 		23-6291113   45,940       RESEARCH - SUBAWARD
(31) GEORGETOWN UNIVERSITY
OFFICE OF TECH LIC HARRIS BLDG STE
1500
WASHINGTON,DC20007 		53-0196603 501(C)(3) 119,864       RESEARCH - SUBAWARD
(32) GEORGIA STATE UNIV RESEARCH FOUNDATION
OFF OF LEGAL AFFAIRS- GWEN SPRATT
ASSISTANT LEGAL ADVIS
ATLANTA,GA30302 		58-1845423   299,317       RESEARCH - SUBAWARD
(33) GROUP HEALTH COOPERATIVE
CENTER FOR HEALTH STUDIES
SEATTLE,WA981011448 		91-0511770   39,259       RESEARCH - SUBAWARD
(34) HARBOR -UCLA
C/O LOS ANGELES BIOMEDICAL RESEARCH
INSTITUTE
LOS ANGELES,CA90060 		95-2138184   13,348       RESEARCH - SUBAWARD
(35) HARTFORD HOSPITAL
CLINICAL RESEARCH CENTER
HARTFORD,CT061025037 		06-0646668 501(C)(3) 30,275       RESEARCH - SUBAWARD
(36) HARVARD CLINICAL RESEARCH INST
P O BOX 846057
BOSTON,MA02284 		04-3521077 501(C)(3) 442,465       RESEARCH - SUBAWARD
(37) HARVARD NEURODISCOVERY CENTER
220 LONGWOOD AVE
BOSTON,MA02115 		31-1745145 501(C)(3) 10,550       RESEARCH - SUBAWARD
(38) HARVARD SCHOOL OF PUBLIC HEALTH
HARVARD SCHOOL OF PUBCLIC HEALTH
ADMISSONS OFFICE
BOSTON,MA02115 		04-2103580 501(C)(3) 13,565       RESEARCH - SUBAWARD
(39) HARVARD UNIV OFFICE OF SPONSORED RES
HOLYOKE CENTER ROOM 620
CAMBRIDGE,MA02138 		04-2103580 501(C)(3) 50,965       RESEARCH - SUBAWARD
(40) HARVARD UNIVERSITY
GENL ACCTS REC
BOSTON,MA02212 		04-2103580 501(C)(3) 312,022       RESEARCH - SUBAWARD
(41) HARVARD VANGUARD MED ASSC 120
CENTRAL OB/GYN ADMIN
BOSTON,MA02215 		04-3397450 501(C)(3) 7,500       RESEARCH - SUBAWARD
(42) HEALTH RESEARCH INC
ELM AND CARLTON ST
BUFFALO,NY14263 		20-0356233   7,500       RESEARCH - SUBAWARD
(43) HEART CENTER OF METROWEST
99 LINCOLN ST
FRAMINGHAM,MA01702 		03-0390670 501(C)(3) 4,500       RESEARCH - SUBAWARD
(44) HEBREW REHABILITATION CENTER
ATTWENDY GUTTERSON PRACTICE ADMIN
ROSLINDALE,MA02122 		04-2104298 501(C)(3) 294,192       RESEARCH - SUBAWARD
(45) IHC HEALTH SVS DBA INTERMOUNTAIN MED CTR
PO BOX 57828 ATTN GRANT ACCOUNTING
SALT LAKE CITY,UT84157 		87-0269232   29,840       RESEARCH - SUBAWARD
(46) INDIANA UNIVERSITY
PO BOX 66271
INDIANAPOLIS,IN462666271 		35-6018940   66,250       RESEARCH - SUBAWARD
(47) INSTITUTE FOR MEDICAL RESEARCH
508 FULTON ST 151-IMR
DURHAM,NC27705 		01-0211513 501(C)(3) 13,640       RESEARCH - SUBAWARD
(48) JACKSON LABORATORY
90260 COLLECTION CENTER DR
CHICAGO,IL60693 		01-0211513 501(C)(3) 62,861       RESEARCH - SUBAWARD
(49) JOHNS HOPKINS UNIVERSITY
JHU REFERENCE LABORATORY
BALTIMORE,MD212644478 		52-0595110 501(C)(3) 7,812       RESEARCH - SUBAWARD
(50) JOSLIN DIABETES CENTER
ACCOUNTING DEPT
BOSTON,MA02215 		01-2203836 501(C)(3) 482,384       RESEARCH - SUBAWARD
(51) LAWRENCE GENERAL HOSPITAL
1 GENERAL ST
LAWRENCE,MA018420389 		04-2103586 501(C)(3) 252,240       RESEARCH - SUBAWARD
(52) LEIDOS BIOMEDICAL RESEARCH INC
1050 BOYLES STREET
FREDERICK,MD21702 		37-1611326   177,524       RESEARCH - SUBAWARD
(53) MABDX INC
MICHAEL MARUSICHINST OF NEUROSCIENC
EURGENE,OR97403 		35-2261373   26,400       RESEARCH - SUBAWARD
(54) MAINE MEDICAL CENTER
DEPT OF EMERGENCY MEDICINE
PORTLAND,ME04102 		01-0238552 501(C)(3) 38,735       RESEARCH - SUBAWARD
(55) MASS GENERAL HOSPITAL
CORP SPONSORED RESEARCH LIC
CHARLESTOWN,MA02129 		04-1564655 501(C)(3) 66,235       RESEARCH - SUBAWARD
(56) MASSACHUSETTS GENERAL HOSPITAL
MGH RESEARCH FINANCE
BOSTON,MA022414876 		04-1564655 501(C)(3) 1,395,256       RESEARCH - SUBAWARD
(57) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
C/O OFFICE OF SPONSERED PROG
CAMBRIDGE,MA02139 		04-2103594 501(C)(3) 398,614       RESEARCH - SUBAWARD
(58) MAYO CLINIC ROCHESTER
PO BOX 4006
ROCHESTER,MN559034006 		41-6011702 501(C)(3) 5,357       RESEARCH - SUBAWARD
(59) MEDICAL COLLEGE OF WISCONSIN
9200 WEST WISCONSIN AVE
MILWAUKEE,WI53226 		39-0806261   192,371       RESEARCH - SUBAWARD
(60) MEDICAL UNIVERSITY OF SOUTH CAROLINA
173 ASHLEY THOMAS MSC 509
CHARLESTON,SC29425 		57-6000722   363,337       RESEARCH - SUBAWARD
(61) MEMORIAL SLOAN KETTERING CANCER CENTER
PHYSICIANS BILLING DEPT
NEW YORK,NY100876352 		13-1924236 501(C)(3) 413,845       RESEARCH - SUBAWARD
(62) MIT CASHIERS
CASHIERS OFFICE NE49-3077
CAMBRIDGE,MA02139 		04-2103594   151,519       RESEARCH - SUBAWARD
(63) NEW MEXICO CONSORTIUM INC
4200 WEST JEMEZ ROAD STE 301
LOS ALAMOS,NM87544 		26-0370262   224,893       RESEARCH - SUBAWARD
(64) NORTHEASTERN UNIVERSITY
360 HUNTINGTION AVE
BOSTON,MA02115 		04-1679980 501(C)(3) 25,959       RESEARCH - SUBAWARD
(65) NYU SCHOOL OF MEDICINE
522 FIRST AVENUE SML-7 ROOM 701C
NEW YORK,NY10016 		501(C)(3) 13,500       RESEARCH - SUBAWARD
(66) OHIO STATE UNIVERSITY
COMPREHENSIVE CANCER CTR MASR
COLUMBUS,OH43210 		31-6025986   95,958       RESEARCH - SUBAWARD
(67) OREGON HEALTH & SCIENCES UNIVERSITY
DEPT OF BIOMEDICAL ENGINEERING
PORTLAND,OR97239 		23-7083114   1,169,152       RESEARCH - SUBAWARD
(68) ORLANDO HEALTH FOUNDATION INC
3160 SOUTHGATE COMMERCE BLVD MP13
ORLANDO,FL32806 		59-2244943   45,854       RESEARCH - SUBAWARD
(69) PARTNERS HEALTHCARE SYSTEMS INC
PO BOX 3715
BOSTON,MA02241 		04-2697983 501(C)(3) 66,558       RESEARCH - SUBAWARD
(70) PHASE V TECHNOLOGIES INC
20 WALNUT STREET
WELLESLEY HILLS,MA024814407 		04-2976455   27,842       RESEARCH - SUBAWARD
(71) PRESIDENT & FELLOWS OF HARVARD COLLEGE
P O BOX 415649
BOSTON,MA022415649 		04-2103580 501(C)(3) 2,165,311       RESEARCH - SUBAWARD
(72) QUANTERIX CORPORATION
113 HARTWELL AVE
LEXINGTON,MA02421 		20-8957988   135,753       RESEARCH - SUBAWARD
(73) QUEST DIAGNOSTICS INC
12436 COLLECTIONS CENTER DRIVE
CHICAGO,IL606932436 		36-6055558   95       RESEARCH - SUBAWARD
(74) REGENTS OF THE UNIVERSITY OF CALIFORNIA
ACCOUNTS PAYABLE
SAN FRANCISCO,CA94143 		94-6036493   129,205       RESEARCH - SUBAWARD
(75) REGENTS OF THE UNIVERSITY OF MICHIGAN
PO BOX 223131
PITTSBURGH,PA152512131 		38-6006309   20,600       RESEARCH - SUBAWARD
(76) REGENTS OF THE UNIVERSITY OF MINNESOTA
NW 5957
MINNEAPOLIS,MN554855957 		41-6007513   272,124       RESEARCH - SUBAWARD
(77) RESEARCH CORP OF THE UNIV OF HAWAII
1236 LAUHALA ST
HONOLULU,HI96813 		99-6000354           RESEARCH - SUBAWARD
(78) RESEARCH FOUNDATION OF SUNY
UNIV AT ALBANY-SUNY SPON FUNDS FIN
MGT
ALBANY,NY12222 		14-1368361   7,945       RESEARCH - SUBAWARD
(79) RHODE ISLAND HOSPITAL
593 EDDY ST RESEARCH ADMIN
PROVIDENCE,RI02903 		05-0258954 501(C)(3) 77,191       RESEARCH - SUBAWARD
(80) RUSH UNIVERSITY MEDICAL CENTER
1725 W HARRISION ST STE 375
CHICAGO,IL60612 		36-2174823 501(C)(3) 21,563       RESEARCH - SUBAWARD
(81) SCHEPENS EYE RESEARCH
20 STANIFORD STREET
BOSTON,MA021142500 		04-2129889   72,869       RESEARCH - SUBAWARD
(82) SOUTH SHORE HOSPITAL
55 FOGG ROAD
SOUTH WEYMOUTH,MA021902432 		04-2769210 501(C)(3) 273       RESEARCH - SUBAWARD
(83) SOUTH SHORE HOSPITAL MEDICAL STAFF FUND
55 FOGG RD
S WEYMOUTH,MA021902455 		04-2769210 501(C)(3) 3,888       RESEARCH - SUBAWARD
(84) STANFORD UNIVERSITY
OFFICE OF TECHNOLOGY LICENSING
SAN FRANCISCO,CA941444439 		94-1156365 501(C)(3) 11,877       RESEARCH - SUBAWARD
(85) TEWKSBURY HOSPITAL
365 EAST STREET
TEWKSBURY,MA01876 		04-3436653   3,094       RESEARCH - SUBAWARD
(86) THE CLEVELAND CLINIC
9500 EUCID AVE
CLEVLAND,OH44195 		91-2153073   6,386       RESEARCH - SUBAWARD
(87) THE DIMOCK CENTER
55 DIMOCK STREET
ROXBURY,MA02119 		04-3487835 501(C)(3) 173,180       RESEARCH - SUBAWARD
(88) THE EMMES CORPORATION
401 N WASHINGTON ST STE 700
ROCKVILLE,MD20850 		54-1058268   16,922       RESEARCH - SUBAWARD
(89) THE MIRIAM HOSPITAL
ONE HOPPIN ST BOX 42 STE 1300
PROVIDENCE,RI029034141 		05-0258905 501(C)(3) 144,109       RESEARCH - SUBAWARD
(90) THE SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES RD
LA JOLLA,CA92037 		33-0435954   295,040       RESEARCH - SUBAWARD
(91) THE UNIVERSITY OF CHICAGO
FINANCIAL SERVICES SPONSORED AWARD
ACCOUNTING
CHICAGO,IL60637 		36-2177139   17,958       RESEARCH - SUBAWARD
(92) THE UNIVERSITY OF TENNESSEE
62 SOUTH DUNLAP STREET STE 300
MEMPHIS,TN38163 		62-6001636   17,200       RESEARCH - SUBAWARD
(93) TRUSTEES OF BOSTON UNIVERSITY
BOSTON UNIVERSITY
BOSTON,MA02205 		04-2103547 501(C)(3) 556,870       RESEARCH - SUBAWARD
(94) TRUSTEES OF DARTMOUTH COLLEGE
HINMAN BOX 7920
LEBANON,NH03756 		02-0222111 501(C)(3) 19,139       RESEARCH - SUBAWARD
(95) TRUSTEES OF THE UNIV OF PENNSYLVANIA
3400 SPRUCE ST 569 DULLES BUILDING
PHILADELPHIA,PA191044283 		23-1352685 501(C)(3) 133,672       RESEARCH - SUBAWARD
(96) TRUSTEES OF TUFTS COLLEGE
DEPT OF PHARM EXPERIMENTAL
BOSTON,MA02111 		04-2103634 501(C)(3) 188,350       RESEARCH - SUBAWARD
(97) TUFTS MEDICAL CENTER
800 WASHINGTON STREET BOX 115
BOSTON,MA02111 		04-3400617 501(C)(3) 233,871       RESEARCH - SUBAWARD
(98) TUFTS NEW ENGLAND MEDICAL CENTER
DEPT OF PATHOLOGY LAB MEDICINE
BOSTON,MA02111 		04-3400617 501(C)(3) 33,599       RESEARCH - SUBAWARD
(99) TUFTS UNIVERSITY
MV 701 DEPARTMENT PHYSIOLOGY
PHARMACOLOGY
BOSTON,MA02111 		04-2103634 501(C)(3) 10,612       RESEARCH - SUBAWARD
(100) UMASS MEDICAL SCHOOL
55 LAKE AVE NORTH
WORCESTER,MA01655 		04-3167352   207,071       RESEARCH - SUBAWARD
(101) UMMS-NENSP
ATTN MEDICAL SCHOOL BURSAR
WORCESTER,MA01655 		04-3167352   396,613       RESEARCH - SUBAWARD
(102) UNIVERSITY OF CALIFORNIA UC REGENTS
9500 GILMAN DRIVE MC0009
LA JOLLA,CA920930009 		95-2872494   4,876       RESEARCH - SUBAWARD
(103) UNIVERSITY OF ARIZONA
SPONSORED PROJECTS SERVICES
TUCSON,AZ857190521 		74-2652689   9,687       RESEARCH - SUBAWARD
(104) UNIVERSITY OF CALIFORNIA SAN DIEGO
CENTRAL CASHIER
LA JOLLA,CA920930009 		95-2872494   117,836       RESEARCH - SUBAWARD
(105) UNIVERSITY OF CINCINNATI
LARRY HEINEN DEPT INFECTIOUS
DISEASE
CINCINNATI,OH452670560 		31-6000989   9,005       RESEARCH - SUBAWARD
(106) UNIVERSITY OF COLORADO CANCER CENTER
CCTO FINAN13001 E 17TH PLACE
AURORA,CO80045 		84-0402535   5,500       RESEARCH - SUBAWARD
(107) UNIVERSITY OF CONNECTICUT
438 WHITNEY RD EXTN UNIT 1133
STORRS,CT062691133 		06-0772160   74,730       RESEARCH - SUBAWARD
(108) UNIVERSITY OF FLORIDA
DEPT OF MEDICINE ADMIN
GAINESVILLE,FL326103594 		59-6002052   7,200       RESEARCH - SUBAWARD
(109) UNIVERSITY OF FLORIDA BOARD OF TRUSTEES
FINANCE ACCOUNTING-CONTRACTS
GAINSVILLE,FL32611 		59-6002052   9,000       RESEARCH - SUBAWARD
(110) UNIVERSITY OF HAWAII
2440 CAMPUS RD BOX 368
HONOLULU,HI96822 		99-6000354   27,123       RESEARCH - SUBAWARD
(111) UNIVERSITY OF IOWA
DEPT OF OTOLARYNGOLOGY HNS 21154
PFP
IOWA CITY,IA52242 		42-6004813   100,502       RESEARCH - SUBAWARD
(112) UNIVERSITY OF LOUISVILLE
500 SOUTH PRESTON
LOUISVILLE,KY40292 		61-1014882   19,551       RESEARCH - SUBAWARD
(113) UNIVERSITY OF MARYLAND
3501 UNIVERSITY BLVD EAST
ADELPHI,MD20783 		52-6002033   17,136       RESEARCH - SUBAWARD
(114) UNIVERSITY OF MASSACHUSETTS
CENTER FOR SURVEY RESEARCH
BOSTON,MA021253393 		04-3167352   149,529       RESEARCH - SUBAWARD
(115) UNIVERSITY OF MIAMI
DR ECHARD PODACK
MIAMI,FL33136 		59-0624458   344,051       RESEARCH - SUBAWARD
(116) UNIVERSITY OF NORTH CAROLINA
120 MASON FARM RD
CHAPEL HILL,NC27599 		56-6001393   32,201       RESEARCH - SUBAWARD
(117) UNIVERSITY OF PENNSYLVANIA
P221 FRANKLIN BLDG
PHILADELPHIA,PA19104 		23-1352685 501(C)(3) 424,974       RESEARCH - SUBAWARD
(118) UNIVERSITY OF PITTSBURGH
UPMC HEALTH SYSTEM
PITTSBURGH,MA152508007 		25-0965591   308,846       RESEARCH - SUBAWARD
(119) UNIVERSITY OF ROCHESTER
ATTNAPRIL TIRABASSI
ROCHESTER,NY14642 		16-0743209   32,590       RESEARCH - SUBAWARD
(120) UNIVERSITY OF TEXAS
MD ANDERSON CANCER CTR
HOUSTON,TX772104390 		74-6000203   60,332       RESEARCH - SUBAWARD
(121) UNIVERSITY OF TEXAS HEALTH SCIENCE CTR
FINANCIAL ADMINSTRATIVE SUPPORT
HOUSTON,TX772163382 		74-1761309   34,354       RESEARCH - SUBAWARD
(122) UNIVERSITY OF UTAH
50 N MEDICAL DRIVE
SALT LAKE CITY,UT841321601 		87-6000525   17,165       RESEARCH - SUBAWARD
(123) UNIVERSITY OF VERMONT
GRANT CONTRACT ACCOUNTING SERVICES
BURLINGTON,VT05405 		03-0179440   21,022       RESEARCH - SUBAWARD
(124) UNIVERSITY OF VIRGINIA
LYMPHOCYTE CULTURE CENTER CORE
CHARLOTTESVILLE,VA229080732 		54-6001796   16,097       RESEARCH - SUBAWARD
(125) UNIVERSITY OF WASHINGTON
GRANT CONTRACT ACCOUNTING
CHICAGO,IL60693 		91-6001537   542,031       RESEARCH - SUBAWARD
(126) UNIVERSITY OF WISCONSIN
DEPT OF PATHOLOGY LABORATORY
MEDICINE
MADISON,WI537061532 		91-6001537   56,042       RESEARCH - SUBAWARD
(127) VANDERBILT UNIVERSITY MEDICAL CENTR
DEPT OF FINANCE
ATLANTA,GA311920303 		62-0476822 501(C)(3) 26,131       RESEARCH - SUBAWARD
(128) VGTI FLORIDA CORP
11350 SW VILLAGE PARKWAY3RD FLOOR
PORT ST LUCIE,FL34987 		36-4631835   502,825       RESEARCH - SUBAWARD
(129) WAKE FOREST UNIVERSITY HEALTH SCIENCES
OFFICE OF RESEARCH IRB OFFICE
WINSTONSALEM,NC27157 		22-3849199 501(C)(3) 1,240       RESEARCH - SUBAWARD
(130) WASHINGTON UNIVERSITY
ACCT PAYABLE DEPT BOX 1056
ST LOUIS,MO631121408 		43-0653611 501(C)(3) 11,345       RESEARCH - SUBAWARD
(131) WAYNE STATE UNIVERSITY
6071 WOUTER DR L435
DETROIT,MI48235 		38-3555142   5,811       RESEARCH - SUBAWARD
(132) WE CAN DO BETTER DBA ACHIMEDES MOVEMENT
PO BOX 13314
PORTLAND,OR97213 		27-2132905   20,000       RESEARCH - SUBAWARD
(133) WEILL CORNELL MEDICAL COLLEGE
DEPT OF PATHOLOGY LAB MEDICINE
NEW YORK,NY10021 		13-1623978 501(C)(3) 104,995       RESEARCH - SUBAWARD
(134) WINTHROP UNIVERISTY HOSPITAL
259 FIRST STREET
MINEOLA,NY11501 		11-1633486   45,095       RESEARCH - SUBAWARD
(135) YALE UNIVERSITY
OFFICE OF CORPORATE RESEARCH
NEW HAVEN,CT06511 		06-0646973 501(C)(3) 44,013       RESEARCH - SUBAWARD
(136) YALE UNIVERSITY SCHOOL OF MEDICINE
TREASURY OPERATIONS PO BOX 208087
NEW HAVEN,CT065208087 		06-0646973   15,969       RESEARCH - SUBAWARD
(137) CITY OF BOSTON - BIDMC
ONE CITY HALL SQUARE
BOSTON,MA02201 		  1,924,846       SUPPORT CITY OF BOSTON SERVICES & INFRASTRUCURE
(138) COMMUNITY CARE ALLIANCE
330 BROOKLINE AVE
BOSTON,MA02215 		501(C)(3) 38,600 52,500 FMV STAFF PRIMARY CARE/HEALTHCARE ACCESS
(139) DIMOCK COMMUNITY HEALTH CENTER
55 DIMOCK STREET
ROXBURY,MA02119 		501(C)(3) 610,125       PRIMARY CARE/HEALTHCARE ACCESS
(140) FENWAYSIDNEY BORUM COMMUNITY HEALTH CENTER
55 DIMOCK STREET
ROXBURY,MA02119 		501(C)(3) 704,000       PRIMARY CARE/HEALTHCARE ACCESS
(141) HARVARD MEDICAL SCHOOL
25 SHATTUCK ST
BOSTON,MA02215 		501(C)(3) 1,760,824       MEDICAL EDUCATION AND RESEARCH SUPPORT
(142) JOSEPH SMITH PRIMARY CARE
287 WESTERN AVE
ALLSTON,MA02134 		501(C)(3) 427,980       PRIMARY CARE/HEALTHCARE ACCESS
(143) KIT CLARK COMMUNITY HEALTH CENTER
66 CANAL STREET
BOSTON,MA02214 		501(C)(3) 45,000       SENIOR SERVICES COORDINATION SUPPORT
(144) OUTER CAPE PRIMARY CARE
3073 STATE HIGHWAY RTE 6
WELLFLEET,MA02653 		501(C)(3) 122,000       PRIMARY CARE/HEALTHCARE ACCESS
(145) SOUTH COVE COMMUNITY HEALTH CENTER
145 SOUTH STREET
BOSTON,MA02111 		501(C)(3) 749,999       PRIMARY CARE/HEALTHCARE ACCESS
(146) DIMOCK COMMUNITY HEALTH CENTER
55 DIMOCK STREET
ROXBURY,MA02119 		501(C)(3)   10,000 FMV PROGRAM PRIMARY CARE/HEALTHCARE ACCESS
(147) COMMONWEALTH OF MASSACHUSETTS
PO BOX 416936
BOSTON,MA02241 		  950,799       STATEWIDE HOSPITAL SUPPORT
(148) BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREET 8TH FLOOR
NEW YORK,NY10022 		  5,000       SUPPORT OF RESEARCH MISSION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
78
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
70
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) ROBERT STONE AWARD 2 15,000      
(2) TOSTESON VISITING PROFESSORSHIP 1 5,059      










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: AS PREVIOUSLY DENOTED IN GREATER DETAIL IN THIS FORM 990, SCHEDULE H, HOSPITALS WHICH DESCRIBES THE MEDICAL CENTER'S COMMITMENT TO ITS COMMUNITY, THE MEDICAL CENTER PARTNERS WITH COMMUNITY LEADERS AND COMMUNITY-BASED ORGANIZATIONS. THESE ORGANIZATIONS SERVE AS LINKS TO THE COMMUNITY AND TEACHERS OF HOW WE CAN BETTER SERVE THE POPULATIONS THEY REPRESENT. IN ADDITION, THE MEDICAL CENTER COLLABORATES WITH A WIDE VARIETY OF ORGANIZATIONS BECAUSE HEALTHCARE SERVICES BY THEMSELVES ARE NOT ADEQUATE TO MAXIMIZE IMPROVEMENT OF HEALTH STATUS. AS SUCH, THE MEDICAL CENTER'S 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 AWARDS, THE MEDICAL CENTER MUST COMPLY WITH THE GUIDELINES SPECIFIC TO THE FEDERAL AWARDING AGENCY FOR THE PARTICULAR PROGRAM. THE MEDICAL CENTER'S ADHERENCE TO THESE PROGRAMS REQUIREMENTS ARE AUDITED ANNUALLY AS REQUIRED BY OMB CIRCULAR A-133. THE MEDICAL CENTER IS REQUIRED BY FEDERAL REGULATION TO MONITOR EXPENSES OF FEDERAL FUNDS AWARDED TO THE MEDICAL CENTER 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. SIMILAR MONITORING PROGRAMS ARE IN PLACE THAT ASSURE ADHERENCE TO ALL NON-FEDERAL SPONSOR'S GRANT REQUIREMENTS AS WELL THROUGH A GROUP OF DEDICATED RESEARCH ADMINISTRATIVE PROFESSIONAL THAT REPORTS UP THROUGH THE OFFICE OF ACADEMIC AFFAIRS. THIS REPORTING STRUCTURE FURTHER ENHANCES INTERNAL CONTROLS. 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 THE MEDICAL CENTER. THE MEDICAL CENTER'S DEPARTMENTS OF FISCAL SERVICES AND MEDICAL EDUCATION MANAGEMENT MONITOR PERIODIC SPENDING REPORTS SENT BY THE SHAPIRO INSTITUTE FOR REVIEW AND APPROVAL.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
Yes
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)CHAIKOF MD PHD ELLIOTDIR & SURG CHIEF (i)
(ii)		 452,888
452,889 		0
0 		7,333
7,333 		37,009
37,008 		17,316
17,316 		514,546
514,546 		0
0
(2)ROSENBERG MD STUARTDIR & CEO-HMFP (i)
(ii)		 0
643,688 		0
369,720 		0
18,900 		0
47,813 		0
18,862 		0
1,098,983 		0
0
(3)TABB MD KEVINPRESIDENT & CEO (i)
(ii)		 835,668
0 		404,200
0 		67,548
0 		12,750
0 		34,166
0 		1,354,332
0 		0
0
(4)ZEIDEL MD MARK LDIR & CHIEF, MEDICINE (i)
(ii)		 351,556
351,557 		0
0 		5,505
5,505 		22,089
22,089 		9,955
9,955 		389,105
389,106 		0
0
(5)FISCHER STEVENSR. VP - FINANCE & CFO (i)
(ii)		 507,111
0 		119,165
0 		51,495
0 		12,750
0 		40,363
0 		730,884
0 		0
0
(6)FORMELLA RN MSN NANCYCHIEF OPERATING OFFICER (i)
(ii)		 451,541
0 		108,000
0 		20,683
0 		0
0 		13,778
0 		594,002
0 		0
0
(7)ARMSTRONG WALTERSVP FACILITIES (i)
(ii)		 320,334
0 		83,417
0 		44,134
0 		12,750
0 		17,515
0 		478,150
0 		0
0
(8)BIEBER JUDITHSVP - HR (i)
(ii)		 196,396
0 		0
0 		2,058
0 		31,405
0 		18,755
0 		248,614
0 		0
0
(9)MAURER RN MSN MARSHASVP-PAT CARE & CNO (i)
(ii)		 443,456
0 		105,778
0 		49,876
0 		14,990
0 		31,324
0 		645,424
0 		0
0
(10)SHEEHAN RN MSN JAYNESVP AMBUL & EMERG SVCS (i)
(ii)		 321,875
0 		82,631
0 		42,349
0 		17,799
0 		19,777
0 		484,431
0 		0
0
(11)SUKHATME MD SCD VIKAS PSVP & CHIEF ACADEMIC OFFICER (i)
(ii)		 456,149
39,665 		102,764
8,936 		12,380
1,076 		33,890
2,947 		15,802
1,374 		620,985
53,998 		0
0
(12)WARFIELD MD CAROL AFORMER CHIEF OF ANESTHESIOLOGY (i)
(ii)		 96,667
206,811 		0
0 		6,500,000
430 		403,333
7,570 		0
22,807 		7,000,000
237,618 		0
0
(13)GEBHARDT MD MARK CCHIEF OF ORTHO SURGERY (i)
(ii)		 365,647
365,647 		0
0 		8,846
8,845 		30,495
30,495 		10,250
10,250 		415,238
415,237 		0
0
(14)KRUSKAL MD PHD JONATHAN BCHIEF OF RADIOLOGY (i)
(ii)		 333,157
333,156 		7,500
7,500 		5,385
5,384 		15,300
15,300 		15,222
15,221 		376,564
376,561 		0
0
(15)LEWIS MD STANLEYSVP, NETWORK INTEGRATION (i)
(ii)		 434,673
48,297 		120,063
13,340 		11,045
1,227 		25,245
2,805 		17,057
1,895 		608,083
67,564 		0
0
(16)SIMON MD PHD BRETTCHIEF OF ANESTHESIA (i)
(ii)		 307,491
307,491 		0
0 		4,897
4,896 		34,844
34,844 		7,111
7,111 		354,343
354,342 		0
0
(17)BUEHRENS ERICFRMR INTRM PRES/CEO&COO (i)
(ii)		 0
0 		0
0 		446,608
0 		0
0 		17,604
0 		464,212
0 		0
0
(18)ZANKMAN LISAFORMER SR. VP - HR (i)
(ii)		 150,742
0 		0
0 		174,211
0 		12,750
0 		11,025
0 		348,728
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A SCHEDULE J PART I QUESTION 1 GROSS-UP PAYMENTS AS NOTED BELOW IN THE EXPLANATORY NOTES TO THIS FORM 990, SCHEDULE J PART I QUESTION 4B, THE MEDICAL CENTER IS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ANNUITY RETIREMENT PLAN. INDIVIDUALS WHO QUALIFY AS PARTICIPANTS IN THIS PLAN, RECEIVE CURRENTLY TAXABLE INCOME, A PORTION OF WHICH IS DEFINED AS A GROSS-UP PAYMENT PURSUANT TO THE PLAN DOCUMENT.
PART I, LINES 4A-B SCHEDULE J PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS NOTED IN THIS FILING, ERIC BUEHRENS SERVED AS THE INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BIDMC FROM FEBRUARY 2 TO OCTOBER 17, 2011, AT WHICH TIME HE RESUMED THE POSITION OF CHIEF OPERATING OFFICER (COO). MR. BUEHRENS SERVED AS COO UNTIL JANUARY 5, 2012 AND WAS EMPLOYED BY BIDMC UNTIL FEBRUARY 29, 2012. LISA ZANKMAN RETIRED FROM HER POSITION AS SENIOR VICE PRESIDENT OF HUMAN RESOURCES ON JUNE 30, 2013. MR. BUEHRENS AND MS. ZANKMAN BOTH BECAME ELIGIBLE FOR CERTAIN SALARY CONTINUATION PAYMENTS ON LEAVING BIDMC AS NOTED IN MORE DETAIL IN THE DISCLOSURES BELOW. SCHEDULE J PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THE MEDICAL CENTER'S FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2014 IS CALENDAR YEAR 2013 DETAIL. DURING THE 2013 CALENDAR YEAR, THE MEDICAL CENTER WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ANNUITY RETIREMENT PLAN WHICH, UNDER THE DEFINITIONS TO THIS FORM 990, IS CONSIDERED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PARTICIPANTS RECEIVED BOTH CURRENTLY TAXABLE AND DEFERRED BENEFITS FROM THIS PLAN. AS PREVIOUSLY NOTED, THE CURRENTLY TAXABLE PORTION OF BENEFITS INCLUDES A GROSS-UP PURSUANT TO THE PLAN DESIGN. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. THE MEDICAL CENTER ALSO 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.
PART I, LINE 7 SCHEDULE J PART I QUESTION 7 NON-FIXED PAYMENTS THE MEDICAL CENTER'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING THE MEDICAL CENTER'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, THE MEDICAL CENTER'S BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY THE MEDICAL CENTER'S COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS.
PART I, LINE 8 SCHEDULE J PART I QUESTION 8 INITIAL CONTRACT EXCEPTION AS NOTED IN THIS FILING, DR. KEVIN TABB COMMENCED HIS POSITION AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE MEDICAL CENTER DURING THE 2011 CALENDAR YEAR. ALL AMOUNTS PAID TO DR. TABB DURING THE CALENDAR YEAR 2013 AND REPORTED IN THIS FORM 990 WERE PAID PURSUANT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-4(A)(3) AND BIDMC FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-6(C) IN SETTING DR. TABB'S COMPENSATION.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AND OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS/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 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. IN ADDITION, THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL MAY BE REFERRED TO AS PFHC, HMS OR PFHC/HMS. ANDERSON, CAROL F. DIRECTOR AND VICE CHAIR BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR BETH ISRAEL ANAESTHESIA FOUNDATION MS. ANDERSON DEVOTES, ON AVERAGE, A COMBINED 6 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. BRADY, MICHAEL J. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR AND BOARD CHAIR BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR AND BOARD CHAIR MILTON HOSPITAL FOUNDATION DIRECTOR COMMUNITY PHYSICIANS ASSOCIATES MR. BRADY DEVOTES, ON AVERAGE, A COMBINED 12 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. BUFFERD, ALLAN DIRECTOR AND TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR CAREGROUP, INC. MR. BUFFERD DEVOTES, ON AVERAGE, A COMBINED 3 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. CHAIKOF, M.D., PHD, ELLIOT DIRECTOR (EX-OFFICIO) AND CHIEF (SURGERY) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHAIR (SURGERY) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION JOHNSON & JOHNSON PROFESSOR OF SURGERY HARVARD MEDICAL SCHOOL DR. CHAIKOF DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. CHAIKOF PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. CHAIKOF IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. CHAIKOF'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 452,889 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,333 DEFERRED COMPENSATION: 37,009 NON-TAXABLE BENEFITS: 17,316 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 452,888 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,333 DEFERRED COMPENSATION: 37,008 NON-TAXABLE BENEFITS: 17,316 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2013 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. CHAIKOF'S POSITION AS CHIEF OF SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF SURGERY AND JOHNSON & JOHNSON PROFESSOR OF SURGERY, HARVARD MEDICAL SCHOOL: $209,844 BASE AND OTHER REPORTABLE COMPENSATION, $26,204 DEFERRED COMPENSATION AND $4,186 NON-TAXABLE BENEFITS.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) CRONIN, MICHAEL DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. CRONIN DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. CUTLER, JOEL DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. CUTLER DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. JICK, DANIEL J. DIRECTOR AND BOARD CHAIR BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) CAREGROUP MR. JICK DEVOTES, ON AVERAGE, A COMBINED 16 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. JOHNSTON, WILLIAM DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. JOHNSTON DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. KAY, STEPHEN B. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER MR. KAY DEVOTES, ON AVERAGE, A COMBINED 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. LADD, EDWARD DIRECTOR AND VICE-CHAIR BETH ISRAEL DEACONESS MEDICAL CENTER MR. LADD DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. LAMERE, DAVID DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. LAMERE DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. LEPOFSKY, ROBERT J. DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. LEPOFSKY DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. LINDE, DOUGLAS T. DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. LINDE DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. MACDOWELL, VIRGINIA DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP MS. MACDOWELL DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MANDELL M.D., JAMES DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER DR. MANDELL'S TERM ON THE BIDMC BOARD BEGAN IN MARCH, 2014. DR. MANDELL DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. MCKENNA, MARGARET DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MS. MCKENNA DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. O'HANLEY, RONALD DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. O'HANLEY DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. ROSENBERG, M.D., STUART A DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION 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 MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A AFFILIATED PHYSICIANS GROUP DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON SENIOR LECTURER ON MEDICINE HARVARD MEDICAL SCHOOL DR. ROSENBERG DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 643,688 INCENTIVE COMPENSATION: 369,720 OTHER REPORTABLE COMPENSATION: 18,900 DEFERRED COMPENSATION: 47,813 NON-TAXABLE BENEFITS: 18,862 INCENTIVE COMPENSATION REPORTED FOR THE 2013 CALENDAR YEAR INCLUDES A PAYMENT IN THE AMOUNT OF $240,000 PURSUANT TO A RETENTION INCENTIVE PLAN ESTABLISHED BY HMFP'S BOARD OF DIRECTORS IN 2012. AS REQUIRED BY THIS FORM 990, THIS INCENTIVE PAYMENT WAS REPORTED AS DEFERRED COMPENSATION IN THE PRIOR YEAR FORM 990. ROTTENBERG, ALAN DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. ROTTENBERG DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. TABB, M.D., KEVIN DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON DR. TABB DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 835,668 INCENTIVE COMPENSATION: 404,200 OTHER REPORTABLE COMPENSATION: 67,548 DEFERRED COMPENSATION: 12,750 NON-TAXABLE BENEFITS: 34,166 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $60,562 TURNBULL, CLAYTON DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. TURNBULL DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. WANG, FREDERICK DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER CHAIR BIDMC TRUSTEE ADVISORY BOARD MR. WANG DEVOTES, ON AVERAGE, A COMBINED 6 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. ZEIDEL, M.D. MARK L. DIRECTOR (EX-OFFICIO) AND CHIEF (MEDICINE) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHAIR (MEDICINE) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION (BIDDM) HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE- HARVARD MEDICAL SCHOOL DR. ZEIDEL DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. ZEIDEL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. ZEIDEL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. ZEIDEL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 351,556 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,505 DEFERRED COMPENSATION: 22,089 NON-TAXABLE BENEFITS: 9,955 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 351,557 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,505 DEFERRED COMPENSATION: 22,089 NON-TAXABLE BENEFITS: 9,955 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2013 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHIEF OF MEDICINE AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF MEDICINE AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $144,848 BASE AND OTHER REPORTABLE COMPENSATION, $16,128 DEFERRED COMPENSATION AND $1,837 NON-TAXABLE BENEFITS.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) FISCHER, STEVEN SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER TRUSTEE BETH ISRAEL DEACONESS HOSPITAL NEEDHAM DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. MR. FISCHER BEGAN HIS TERM ON BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS' BOARDS ON JANUARY 1, 2014. MR. FISCHER DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 507,111 INCENTIVE COMPENSATION: 119,165 OTHER REPORTABLE COMPENSATION: 51,495 DEFERRED COMPENSATION: 12,750 NON-TAXABLE BENEFITS: 40,363 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $60,562. FORMELLA, R.N., M.S.N., NANCY CHIEF OPERATING OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. MS. FORMELLA BEGAN HER TERM AS CHIEF OPERATING OFFICER (COO) OF BETH ISRAEL DEACONESS MEDICAL CENTER ON MARCH 13, 2013. MS. FORMELLA BEGAN HER TERM ON BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS BOARDS ON JANUARY 1, 2014. MS. FORMELLA DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 451,541 INCENTIVE COMPENSATION: 108,000 OTHER REPORTABLE COMPENSATION: 20,683 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 13,778 ARMSTRONG, WALTER SENIOR VICE PRESIDENT, CAPITAL FACILITIES AND ENGINEERING BETH ISRAEL DEACONESS MEDICAL CENTER MR. ARMSTRONG DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 320,334 INCENTIVE COMPENSATION: 83,417 OTHER REPORTABLE COMPENSATION: 44,134 DEFERRED COMPENSATION: 12,750 NON-TAXABLE BENEFITS: 17,515 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. ARMSTRONG INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $54,706. BIEBER, JUDITH SENIOR VICE PRESIDENT OF HUMAN RESOURCES BETH ISRAEL DEACONESS MEDICAL CENTER FORMER INTERIM SENIOR VICE PRESIDENT OF HUMAN RESOURCES BETH ISRAEL DEACONESS MEDICAL CENTER MS. BIEBER COMMENCED HER ROLE AS SENIOR VICE PRESIDENT OF HUMAN RESOURCES OF BETH ISRAEL DEACONESS MEDICAL CENTER ON JANUARY 1, 2014. MS. BIEBER DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING CALENDAR YEAR 2013, MS. BIEBER SERVED AS DIRECTOR OF EMPLOYEE AND LABOR RELATIONS THROUGH JUNE 30, 2013 AND THEN AS INTERIM SENIOR VICE PRESIDENT OF HUMAN RESOURCES THROUGH DECEMBER 31, 2013, FOR WHICH SHE RECEIVED PAYMENTS AS FURTHER OUTLINED BELOW: PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 196,396 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 2,058 DEFERRED COMPENSATION: 31,405 NON-TAXABLE BENEFITS: 18,755 MAURER, R.N., M.S.N, MARSHA CHIEF NURSING OFFICER, SENIOR VICE PRESIDENT-PATIENT CARE SERVICES BETH ISRAEL DEACONESS MEDICAL CENTER FORMER INTERIM CHIEF OPERATING OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER MS. MAURER DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 443,456 INCENTIVE COMPENSATION: 105,778 OTHER REPORTABLE COMPENSATION: 49,876 DEFERRED COMPENSATION: 14,990 NON-TAXABLE BENEFITS: 31,324 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. MAURER INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $60,563. SHEEHAN, R.N., M.S.N., JAYNE SENIOR VICE PRESIDENT, AMBULATORY AND EMERGENCY SERVICES AND SYSTEMS CLINICAL INTEGRATION BETH ISRAEL DEACONESS MEDICAL CENTER MS. SHEEHAN DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 321,875 INCENTIVE COMPENSATION: 82,631 OTHER REPORTABLE COMPENSATION: 42,349 DEFERRED COMPENSATION: 17,799 NON-TAXABLE BENEFITS: 19,777 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. SHEEHAN INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $53,706. SUKHATME, M.D., SC.D., VIKAS P. SENIOR VICE PRESIDENT AND CHIEF ACADEMIC OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER NEPHROLOGIST HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER VICTOR J. ARESTY PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL DR. SUKHATME DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. 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: 456,149 INCENTIVE COMPENSATION: 102,764 OTHER REPORTABLE COMPENSATION: 12,380 DEFERRED COMPENSATION: 33,890 NON-TAXABLE BENEFITS: 15,802 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 39,665 INCENTIVE COMPENSATION: 8,936 OTHER REPORTABLE COMPENSATION: 1,076 DEFERRED COMPENSATION: 2,947 NON-TAXABLE BENEFITS: 1,374 AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2013 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: $87,866 BASE AND OTHER REPORTABLE COMPENSATION, $8,787 DEFERRED COMPENSATION AND $124 NON-TAXABLE BENEFITS. WARFIELD, M.D., CAROL A. PHYSICIAN, PAIN UNIT - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER EDWARD LOWENSTEIN DISTINGUISHED PROFESSOR OF ANAESTHESIA - HARVARD MEDICAL SCHOOL FORMER DIRECTOR/CHAIR OF ANESTHESIA - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER FORMER CHIEF OF ANESTHESIA - BETH ISRAEL DEACONESS MEDICAL CENTER PAYMENTS REPORTED BY HMFP/BIDMC: BASE COMPENSATION: 303,478 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,500,430 DEFERRED COMPENSATION: 410,903 NON-TAXABLE BENEFITS: 22,807 AS REQUIRED BY THIS FORM 990, AMOUNTS REPORTED IN BASE COMPENSATION, OTHER REPORTABLE COMPENSATION AND DEFERRED COMPENSATION INCLUDE A $7,000,000 LEGAL SETTLEMENT. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP/BIDMC FOR THE 2013 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. WARFIELD'S POSITION EDWARD LOWENSTEIN DISTINGUISHED PROFESSOR OF ANAESTHESIA, HARVARD MEDICAL SCHOOL: $29,881 BASE AND OTHER REPORTABLE COMPENSATION, $3,620 DEFERRED COMPENSATION AND $19,538 NON-TAXABLE BENEFITS. GEBHARDT, M.D., MARK C. CHIEF OF ORTHOPAEDIC SURGERY BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO), BOARD CHAIR AND CHAIR OF ORTHOPEDIC SURGERY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) CAREGROUP, INC. DIRECTOR LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL DEACONESS ORTHOPAEDIC SURGERY FOUNDATION FREDERIC W. & JANE M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL SCHOOL DR. GEBHARDT DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. GEBHARDT PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. GEBHARDT IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. GEBHARDT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 365,647 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,846 DEFERRED COMPENSATION: 30,495 NON-TAXABLE BENEFITS: 10,250 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 365,647 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,845 DEFERRED COMPENSATION: 30,495 NON-TAXABLE BENEFITS: 10,250 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2013 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. GEBHARDT'S POSITION AS CHIEF OF ORTHOPEDIC SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF ORTHOPEDIC SURGERY AND FREDERIC W. & JAMES M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY, HARVARD MEDICAL SCHOOL: $92,974 BASE AND OTHER REPORTABLE COMPENSATION, $9,990 DEFERRED COMPENSATION AND $20,250 NON-TAXABLE BENEFITS.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) KRUSKAL, M.D., PHD, JONATHAN B. CHIEF OF RADIOLOGY BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHAIR (RADIOLOGY) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) BIH RADIOLOGIC FOUNDATION PROFESSOR OF RADIOLOGY HARVARD MEDICAL SCHOOL DR. KRUSKAL DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. KRUSKAL PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. KRUSKAL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. KRUSKAL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 333,157 INCENTIVE COMPENSATION: 7,500 OTHER REPORTABLE COMPENSATION: 5,385 DEFERRED COMPENSATION: 15,300 NON-TAXABLE BENEFITS: 15,222 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 333,156 INCENTIVE COMPENSATION: 7,500 OTHER REPORTABLE COMPENSATION: 5,384 DEFERRED COMPENSATION: 15,300 NON-TAXABLE BENEFITS: 15,221 LEWIS, M.D., STANLEY SENIOR VICE PRESIDENT, NETWORK INTEGRATION BETH ISRAEL DEACONESS MEDICAL CENTER CARDIOLOGIST HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A AFFILIATED PHYSICIANS GROUP TRUSTEE BETH ISRAEL DEACONESS HOSPITAL NEEDHAM DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. ASSOCIATE PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. LEWIS BEGAN HIS TERM ON BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS' BOARDS ON JANUARY 1, 2014. DR. LEWIS DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. LEWIS PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY FORM 990, ALTHOUGH DR. LEWIS IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. LEWIS' COMPENSATION ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BIDMC HAS BEEN SEPARATELY REPORTED ON FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 434,673 INCENTIVE COMPENSATION: 120,063 OTHER REPORTABLE COMPENSATION: 11,045 DEFERRED COMPENSATION: 25,245 NON-TAXABLE BENEFITS: 17,057 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 48,297 INCENTIVE COMPENSATION: 13,340 OTHER REPORTABLE COMPENSATION: 1,227 DEFERRED COMPENSATION: 2,805 NON-TAXABLE BENEFITS: 1,895 SIMON, M.D., PHD., BRETT CHIEF OF ANESTHESIA - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHAIR OF ANESTHESIA HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL ANAESTHESIA FOUNDATION EDWARD LOWENSTEIN PROFESSOR OF ANAESTHESIA HARVARD MEDICAL SCHOOL DR. SIMON DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. SIMON PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SIMON IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. SIMON'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 307,491 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,897 DEFERRED COMPENSATION: 34,844 NON-TAXABLE BENEFITS: 7,111 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 307,491 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,896 DEFERRED COMPENSATION: 34,844 NON-TAXABLE BENEFITS: 7,111 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2013 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SIMON'S POSITION AS CHIEF OF ANESTHESIA AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF ANESTHESIA AND THE EDWARD LOWENSTEIN PROFESSOR OF ANAESTHESIA, HARVARD MEDICAL SCHOOL: $166,653 BASE AND OTHER REPORTABLE COMPENSATION, $19,325 DEFERRED COMPENSATION, AND $753 NON-TAXABLE BENEFITS. BUEHRENS, ERIC P. FORMER INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER FORMER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER MR. BUEHRENS SERVED AS THE INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BETH ISRAEL DEACONESS MEDICAL CENTER FROM FEBRUARY 2 TO OCTOBER 17, 2011, AT WHICH TIME HE RESUMED THE POSITION OF CHIEF OPERATING OFFICER (COO). MR. BUEHRENS SERVED AS COO UNTIL JANUARY 5, 2012 AND WAS EMPLOYED BY BIDMC UNTIL FEBRUARY 29, 2012. DURING THIS TIME, MR. BUEHRENS DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. WHILE MR. BUEHRENS SERVED AS INTERIM PRESIDENT AND CEO OF BIDMC, HE ALSO SERVED IN THE FOLLOWING POSITIONS: DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM PAYMENTS MADE TO MR. BUEHRENS ARE FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 446,608 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 17,604 OTHER REPORTABLE COMPENSATION FOR MR. BUEHRENS REPRESENTS SALARY CONTINUATION PAYMENTS PAID DURING THE CALENDAR YEAR 2013. ZANKMAN, LISA FORMER SENIOR VICE PRESIDENT, HUMAN RESOURCES BETH ISRAEL DEACONESS MEDICAL CENTER MS. ZANKMAN RETIRED FROM HER ROLE AS SENIOR VICE PRESIDENT, HUMAN RESOURCES ON JUNE 30, 2013. PRIOR TO RETIREMENT, MS. ZANKMAN DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 150,742 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 174,211 DEFERRED COMPENSATION: 12,750 NON-TAXABLE BENEFITS: 11,025 OTHER REPORTABLE COMPENSATION FOR MS. ZANKMAN INCLUDES SALARY CONTINUATION PAYMENTS PAID IN THE AMOUNT OF $149,038 DURING THE CALENDAR YEAR 2013. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. ZANKMAN INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $26,956.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number
04-2103881
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A MA DEVELOPMENT FINANCE AGENCY
  		04-3431814   07-11-2012 49,910,000 REFUND ISSUE DATED 2/11/1998   X   X   X
B MA DEVELOPMENT FINANCE AGENCY
  		04-3431814   09-15-2011 120,280,000 REFUND ISSUE DATED 2/11/1998   X   X   X
C MA HEALTH & ED FACILITIES AUTHORITY
  		04-2456011 57586C3S2 06-09-2008 377,527,010 REFUND ISSUES DATED 1/19/1989; 9/23/1992; 8/12/2004; & CAPITAL PROJECTS   X   X   X
D MA HEALTH & ED FACILITIES AUTHORITY
  		04-2456011 57586CDK8 08-12-2004 187,125,000 REFUND ISSUES DATED 9/23/1992; 11/9/1994   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 29,700,000 29,700,000 75,420,000 154,175,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 49,910,000 120,280,000 378,911,689 187,125,000
4 Gross proceeds in reserve funds . . . . . . . . . . . . 27,356,617   27,356,617  
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 368,094 290,672 3,929,290 1,796,643
8 Credit enhancement from proceeds . . . . . . . . . . . 7,991,727     7,991,727
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 134,556,855   134,556,855  
11 Other spent proceeds . . . . . . . . . . . . . . 49,541,906 119,989,328 213,068,927 177,336,630
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2011 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X              
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X              
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X              
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.600 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.100 %      
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.700 %      
7 Does the bond issue meet the private security or payment test? . . . . .   X            
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . . X   X     X X  
c No rebate due? . . . . . . . .   X   X X     X
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider . . . . . . . . . CITIBANK
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . . 21.000000000000     21.000000000000
d Was the hedge superintegrated? . . . .   X           X
e Was the hedge terminated? . . . . . . X           X  
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K EXPLANATORY STATEMENT CAREGROUP, INC., (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED THAT SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL MILTON, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND THESE ENTITIES' PHYSICIAN GROUPS AND OTHER AFFILIATED ENTITIES. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROW DEBT AS AN OBLIGATED GROUP. THE OBLIGATED GROUP MEMBERS ARE: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS - NEEDHAM (BID-NEEDHAM), 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 (MEDICAL CENTER) 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 THE MEDICAL CENTER -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 BID-NEEDHAM'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 MAH SERIES B BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES C BONDS: -REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE BETH ISRAEL HOSPITAL ASSOCIATION SERIES G BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES F BONDS: -REFUNDING OF A PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 1, 2011 PURPOSES OF CAREGROUP SERIES G BONDS: -REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 1,2012
SCHEDULE K PART II, COLUMN C, LINE 3 THE TOTAL PROCEEDS OF THE ISSUE EXCEED THE ISSUE PRICE DUE TO THE INVESTMENT EARNINGS ON THE PROJECT FUND.
SCHEDULE K PART II, LINE 11 COLUMNS A,B AND D THE OTHER SPENT PROCEEDS ARE THE PROCEEDS USED TO REFUND PRIOR ISSUE(S). THE AMOUNTS ARE NOT LISTED ON LINE 6 BECAUSE THEY ARE NO LONGER IN ESCROW. COLUMN C : OF THE PROCEEDS LISTED, $8,993,760 WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER USED FOR REFUNDING PURPOSES OF THE ISSUE.
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 THE MEDICAL CENTER, BID-NEEDHAM, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MAH, MAPS AND APG. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (I.E. CLEANING, PATIENT TRANSPORT, AND 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, 2014 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 K PART IV, LINE 2C COLUMN C, LINE 2C : AN ARBITRAGE REBATE CALCULATION WAS COMPLETED AS OF SEPTEMBER 30, 2012. COLUMN D, LINE 2C : AN ARBITRAGE REBATE CALCULATION WAS COMPLETED AS OF SEPTEMBER 30, 2013.
SCHEDULE K PART IV, COLUMN D, LINE 4C AT THE TIME OF ISSUE, THE CAREGROUP OBLIGATED GROUP ENTERED INTO THREE FLOATING-TO-FIXED INTEREST RATE SWAPS, TWO OF WHICH HAD 21 YEAR MATURITY DATES AND THE THIRD HAD A 20 YEAR MATURITY. THESE HEDGES WERE TERMINATED IN 2008.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) CRICO
  		BUFFERD, TABB & MANDELL - DIRECTORS 24,886,359 INSURANCE - SEE SUPPLEMENTAL INFORMATION   No
(2) A WANG
  		FAMILY OF F. WANG 53,511 SALARY - SEE SUPPLEMENTAL INFORMATION   No
(3) E ROSENBERG
  		FAMILY OF S. ROSENBERG 64,528 SALARY - SEE SUPPLEMENTAL INFORMATION   No
(4) S FREEDMAN MD
  		FAMILY OF M. ZEIDEL 170,906 SALARY - SEE SUPPLEMENTAL INFORMATION   No
(5) J LEWIS
  		FAMILY OF S. LEWIS 66,459 SALARY - SEE SUPPLEMENTAL INFORMATION   No
(6) K RAND
  		FAMILY OF S. ROSENBERG 50,208 SALARY - SEE SUPPLEMENTAL INFORMATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L PART IV COLUMN D, DESCRIPTION OF TRANSACTIONS INVOLVING INTERESTE ALLAN BUFFERD, TREASURER AND BOARD MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) FOR WHICH CAREGROUP SERVES AS THE SOLE MEMBER, SERVED AS THE BOARD CHAIRMAN OF THE RISK MANAGEMENT FOUNDATION OF THE HARVARD MEDICAL INSTITUTIONS, INC. (CRICO/RMF), CONTROLLED RISK INSURANCE COMPANY, LTD (CRICO CAYMAN) AND CONTROLLED RISK INSURANCE COMPANY OF VERMONT, INC, (A RISK RETENTION GROUP) (CRICO VERMONT) THROUGH DECEMBER 31, 2013. HE CONTINUES TO SIT ON THE RMF BOARD. DR. JAMES MANDELL BECAME THE BOARD CHAIRMAN OF CRICO/RMF, CRICO CAYMAN AND CRICO VERMONT EFFECTIVE JANUARY 1, 2014 CRICO VERMONT IS A WHOLLY-OWNED SUBSIDIARY OF CRICO/RMF. IN ADDITION, KEVIN TABB, BIDMC PRESIDENT AND CHIEF EXECUTIVE OFFICER, ALSO HOLDS A POSITION ON THE CRICO/RMF BOARD.CAREGROUP IS THE SOLE MEMBER AND A SUPPORTING ORGANIZATION OF BIDMC, WHICH IN TURN SERVES AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL MILTON AND BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH. CAREGROUP IS A CRICO CAYMAN SHAREHOLDER AND CRICO/RMF MEMBER AND THROUGH CAREGROUP, THESE ENTITIES PURCHASE PHYSICIAN PROFESSIONAL LIABILITY INSURANCE AND GENERAL LIABILITY INSURANCE. IN ADDITION, CAREGROUP AND ITS AFFILIATES ARE ENTITLED TO REPRESENTATION ON THE VARIOUS CRICO BOARDS PURSUANT TO THE CAREGROUP SHAREHOLDER/MEMBER INTEREST IN THE CRICO ENTITIES.FOR THE PERIOD COVERED BY THIS FILING, THESE ENTITIES COMBINED PAID $ 24,886,359 TO THE CRICO ENTITIES FOR THIS INSURANCE COVERAGE. ALL CRICO/RMF AND CRICO CAYMAN SHAREHOLDERS ARE ENTITIES EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AMOUNTS RELATED TO CRICO CAYMAN HAVE BEEN REPORTED ON FORM 990 SCHEDULE F, STATEMENT OF ACTIVITIES OUTSIDE THE UNITED STATES, FOR CAREGROUP INC. AND ITS AFFILIATES AS REQUIRED BY FORM 990. STUART A. ROSENBERG, M.D., IS A DIRECTOR (EX-OFFICIO) OF BIDMC AND PRESIDENT AND CEO OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP). DR. ROSENBERGS DAUGHTER, ELIZABETH ROSENBERG, IS AN ULTRASOUND TECHNOLOGIST AT BIDMC. HER SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2013 INCLUDE:BASE COMPENSATION: $53,096INCENTIVE COMPENSATION: $200OTHER REPORTABLE COMPENSATION: $10DEFERRED COMPENSATION: $2,788NON-TAXABLE BENEFITS: $8,434IN ADDITION, DR. ROSENBERG'S DAUGHTER KATHERINE RAND IS A NURSE AND IS ALSO EMPLOYED BY BIDMC. HER SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2013 INCLUDE:BASE COMPENSATION: $45,641INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $1DEFERRED COMPENSATION: $ 1,426NON-TAXABLE BENEFITS: $3,140FREDERICK WANG IS A DIRECTOR (EX-OFFICIO) OF BIDMC. HIS DAUGHTER, ALLISON S. WANG O'CONNOR IS EMPLOYED BY THE BIDMC BUSINESS TRANSFORMATION DEPARTMENT. HER SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2013 INCLUDE:BASE COMPENSATION: $51,045INCENTIVE COMPENSATION: $150OTHER REPORTABLE COMPENSATION: $5DEFERRED COMPENSATION: $2,111NON-TAXABLE BENEFITS: $200MARK L. ZEIDEL, M.D., DIRECTOR (EX-OFFICIO) BIDMC, DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG) AND CLINICAL CHIEF OF MEDICINE AT BIDMC / CLINICAL CHAIR OF MEDICINE AT HMFP, IS MARRIED TO SUSAN FREEDMAN, M.D., A PHYSICIAN EMPLOYED BY HMFP AND APG. HMFP IS THE MEDICAL CENTER'S DEDICATED PHYSICIAN PRACTICE AND AN ENTITY INTEGRALLY RELATED TO BIDMC. BIDMC IS THE SOLE MEMBER OF APG. DR. FREEDMAN'S SALARY AND OTHER INCOME FOR THE 2013 CALENDAR YEAR INCLUDE:BASE COMPENSATION: $149,400INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $2,726DEFERRED COMPENSATION: $18,000NON-TAXABLE BENEFITS: $780STANLEY LEWIS, M.D. IS THE SENIOR VICE PRESIDENT OF NETWORK INTEGRATION AT BIDMC. HIS SON, JONATHAN JASON LEWIS IS A MEDICAL RESIDENT TRAINING AT BIDMC. DR. JASON LEWIS' SALARY AND OTHER INCOME FOR THE 2013 CALENDAR YEAR INCLUDE:BASE COMPENSATION: $59,677INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $8DEFERRED COMPENSATION: $0NON-TAXABLE BENEFITS: $6,774VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF BIDMC MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BIDMC. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. BIDMC MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, BIDMC MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE BIDMC CONFLICT OF INTEREST POLICY.
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 50 2,896,299 STOCK MARKET QUOTE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( MEDICAL & RES ) X 3 1,244,442 OTHER
26 Other Right pointing arrow large image ( FASHION ACCES ) X 6 2,116 COST OR SELLING PRIC
27 Other Right pointing arrow large image ( HOME DECOR & ) X 5 1,583 COST OR SELLING PRIC
28 Other Right pointing arrow large image ( ATHLETIC EQUI ) X 1 550 COST OR SELLING PRIC
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Return Reference Explanation
FORM 990, PART III, LINE 1 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 (MEDICAL CENTER) IS TO SERVE OUR PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND TO CREATE A HEALTHY FUTURE FOR THEM AND THEIR FAMILIES. THE MEDICAL CENTER'S MISSION IS SUPPORTED BY ITS COMMITMENT TO PERSONALIZED, EXCELLENT CARE FOR ITS PATIENTS; A WORKFORCE COMMITTED TO INDIVIDUAL ACCOUNTABILITY, MUTUAL RESPECT AND COLLABORATION; AND A COMMITMENT TO MAINTAINING OUR FINANCIAL HEALTH.
FORM 990, PART III, LINE 4A PATIENT CARE THE MEDICAL CENTER IS PASSIONATE ABOUT LEADING-EDGE PATIENT CARE. THE MEDICAL CENTER'S PATIENTS RECEIVE TREATMENTS THAT ARE TODAY'S GOLD STANDARD OF CARE OR INNOVATIVE THERAPIES THAT WILL BECOME THE GOLD STANDARD OF TOMORROW. THE MEDICAL CENTER HAS DEVELOPED FIVE MAJOR COMPREHENSIVE CARE CENTERS THAT ALLOW PHYSICIANS AND CLINICAL STAFF FROM MULTIPLE DISCIPLINES - SUCH AS MEDICINE, SURGERY, PATHOLOGY, RADIOLOGY, ONCOLOGY, AND SOCIAL WORK - 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 DIGESTIVE DISEASE CENTER, A SPINE CENTER, AND A TRANSPLANT INSTITUTE. OTHER NOTABLE AREAS WHERE THE MEDICAL CENTER LEADS THE WAY IN PATIENT CARE SPAN A WIDE ARRAY OF SERVICES INCLUDING AREAS SUCH AS VASCULAR SERVICES FOR PATIENTS WITH DIABETES COMPLICATIONS, AND CARE FOR THE MOST ROUTINE PREGNANCIES TO THE MOST COMPLEX PATIENT CIRCUMSTANCES. THE MEDICAL CENTER ALSO OFFERS A CENTER FOR MINIMALLY INVASIVE SURGERY, A STATE-OF-THE-ART EMERGENCY ROOM, A LEVEL ONE TRAUMA CENTER, AHEAD OF THE CURVE IMAGING SYSTEMS,, AND IS THE FIRST CENTER IN NEW ENGLAND TO OFFER A DYNAMIC NEW NONINVASIVE RADIATION THERAPY. SOME OF THE MEDICAL CENTER'S KEY STATISTICS FOR FY 2014 REGARDING PATIENT VOLUME ARE IDENTIFIED IN THE FOLLOWING TABLE: INPATIENT DISCHARGES 37,290 OUTPATIENT STATISTICS CLINIC ENCOUNTERS 557,812 EMERGENCY DEPARTMENT VISITS 55,244 RADIOLOGY EXAMS 200,936 AMBULATORY SURGERY CASES 16,351 RADIATION THERAPY TREATMENTS 21,635 ENDOSCOPY TREATMENTS 25,410 CHARITY CARE THE MEDICAL CENTER PROVIDES CARE WITHOUT CHARGE OR AT DISCOUNTED 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, THESE SERVICES 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 REPORTED ON SCHEDULE H, PART I, LINE 7A, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO FREE AND DISCOUNTED CARE ELIGIBLE PATIENTS AND INCLUDING PAYMENTS TO AND RECEIPTS FROM THE HEALTH SAFETY NET TRUST, WAS $15,534,347 IN 2014: CHARITY CARE, AT COST 15,677,927 PAYMENTS TO HEALTH SAFETY NET TRUST 8,809,230 PAYMENTS FROM HEALTH SAFETY NET TRUST (8,952,810) NET CHARITY CARE 15,534,347 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 $ 31,728,675 IN 2014 AS REPORTED ON PART I, LINE 7B OF SCHEDULE H, HOSPITALS. 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 $20,548,575 IN 2014, $10,409,338 OF WHICH IS REPORTED IN THIS FORM 990 SCHEDULE H PART III LINE 7 AND $10,139,237 OF WHICH IS INCLUDED IN FORM 990 PART I, LINE 7G AND RELATED TO THE PROVISION OF SUBSIDIZED HEALTH SERVICES FOR INPATIENT PSYCHIATRIC PATIENTS. 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 BAD DEBT EXPENSE REPORTED IN THE AUDITED FINANCIAL STATEMENTS AND THIS FORM 990 SCHEDULE H, PART III, LINE 2 IS $24,219,073.
FORM 990, PART III, LINE 4B RESEARCH THE MISSION OF THE 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 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 PRODUCTS THAT IMPROVE THE QUALITY OF LIFE. THE MEDICAL CENTER 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. THE MEDICAL CENTER'S NOTABLE RESEARCH ACCOMPLISHMENTS INCLUDE CONSISTENTLY BEING RANKED IN THE TOP FOUR IN NATIONAL INSTITUTES OF HEALTH (NIH) FUNDING AMONG INDEPENDENT HOSPITALS. THE MEDICAL CENTER'S SCIENTISTS CONTINUE TO SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACTS THE LIVES OF PATIENTS AND IMPROVES THE MEDICAL CENTER'S PATIENT CARE. DURING THE FISCAL PERIOD COVERED BY THIS FILING, MORE THAN 700 ACTIVE FEDERAL, INDUSTRY AND FOUNDATION SPONSORED PROJECTS AND MORE THAN 450 ACTIVE CLINICAL TRIALS WERE LED BY APPROXIMATELY 470 MEDICAL CENTER PRINCIPAL INVESTIGATORS, 395 OF WHOM 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. THE MEDICAL CENTER'S 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.
FORM 990, PART III, LINE 4C TEACHING THE MEDICAL CENTER'S DEVOTION TO TEACHING, TO RESPECTING STUDENTS, AND TO EMBRACING TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION MAKE THE MEDICAL CENTER A TOP CHOICE AMONG MEDICAL STUDENTS AND HEALTH CARE PROFESSIONALS. THE MEDICAL CENTER TRAINS HUNDREDS OF MEDICAL STUDENTS, INTERNS AND RESIDENTS, AS WELL AS PROFESSIONALS IN NURSING, SOCIAL WORK AND THE ALLIED HEALTH SCIENCES. THE MEDICAL CENTER HAS APPROXIMATELY 40 APPROVED CLINICAL RESIDENCY AND FELLOWSHIP PROGRAMS WITH APPROXIMATELY 560 RESIDENTS AND CLINICAL FELLOWS. IN ADDITION, THE MEDICAL CENTER HAS APPROXIMATELY 40 NONSTANDARD CLINICAL FELLOWSHIP PROGRAMS WITH OVER 100 TRAINEES PER YEAR. STAFF PHYSICIANS AT THE MEDICAL CENTER WHO HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL INSTRUCT THE DOCTORS OF TOMORROW BY SUPERVISING OF THEIR DAILY PATIENT CARE AND BY CONDUCTING 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 THE MEDICAL CENTER AND AN INTEGRAL COMPONENT OF THE CENTER FOR EDUCATION AT THE MEDICAL CENTER, 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 THE NARRATIVE SUPPORT TO THIS FORM 990, SCHEDULE H.
FORM 990, PART IV, LINE 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 THE MEDICAL CENTER AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2014. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE MEDICAL CENTER AND ITS SUBSIDIARIES, (MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP (APG)), BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL-MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, INC. (BID-PLYMOUTH), AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER.
FORM 990, PART IV, LINE 24B PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS.
FORM 990, PART V, LINE 2A THE MEDICAL CENTER SERVES AS THE COMMON PAY AGENT FOR THE FOLLOWING ENTITIES FOR WHICH IT ALSO SERVES AS MEMBER OR WHICH SERVE AS THE MEDICAL CENTER MEMBER: CAREGROUP, INC. (CAREGROUP), APG, AND BID-NEEDHAM. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2013 FORM 990, THE MEDICAL CENTER IS REPORTING ONLY THOSE FORMS W-2 ISSUED TO ITS OWN EMPLOYEES. FORMS W-2 ISSUED BY THE MEDICAL CENTER AS AGENT FOR CAREGROUP, APG AND BID-NEEDHAM ARE REPORTED BY THOSE ENTITIES AS IF ISSUED DIRECTLY BY THEM.
FORM 990, PART V, LINE 7G THE MEDICAL CENTER DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
FORM 990, PART V, LINE 7H THE MEDICAL CENTER DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C.
FORM 990, PART VI, SECTION A, LINE 2 BUSINESS AND FAMILY RELATIONSHIPS THE FOLLOWING MEDICAL CENTER OFFICERS, DIRECTOR/TRUSTEES, AND KEY EMPLOYEES HAVE BUSINESS OR FAMILY RELATIONSHIPS: ALLAN BUFFERD AND JOEL CUTLER BUSINESS RELATIONSHIP CAROL ANDERSON, DANIEL JICK, WILLIAM JOHNSTON, STEPHEN KAY AND DOUGLAS LINDE BUSINESS RELATIONSHIP AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, 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. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF THE MEDICAL CENTER. THE MEDICAL CENTER IS THE SOLE MEMBER OF BID-NEEDHAM, APG, BID-MILTON, AND BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS, INC. (JHSI). IN ADDITION, HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES. CAREGROUP ALSO SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH), WHICH IN TURN SERVE AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), RESPECTIVELY. EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATES. 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 CAREGROUP NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.
FORM 990, PART VI, SECTION A, LINE 4 ON JANUARY 1, 2014, THE MEDICAL CENTER BECAME THE SOLE MEMBER OF JORDAN HOSPITAL, WHICH WAS RENAMED BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (BID-PLYMOUTH) AND JORDAN HEALTH SYSTEMS, INC. (JHSI). THE MEDICAL CENTER'S BY-LAWS WERE AMENDED TO REFLECT THESE NEW RELATIONSHIPS.
FORM 990, PART VI, SECTION A, LINE 6 CAREGROUP, INC. (CAREGROUP) SERVES AS THE SOLE MEMBER OF THE MEDICAL CENTER. ACCORDING TO THE MEDICAL CENTER'S BYLAWS CAREGROUP APPROVES BUT DOES NOT ELECT MEMBERS OF THE GOVERNING BODY. ACCORDING TO THE MEDICAL CENTER'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 THE 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 THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'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 THE MEDICAL CENTER; -THE POWER AND AUTHORITY TO INITIATE AND TAKE ANY OF THE FOLLOWING ACTIONS: ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTERS ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF THE MEDICAL CENTER OR ANY OF ITS SUBSIDIARIES INCLUDING ANY DIRECT AFFILIATES; AND, -OTHER POWERS AND RIGHTS AS VESTED BY LAW. IN ADDITION, THE MEMBER HAS ADDITIONAL APPROVAL RIGHTS AS NOTED BELOW. -THE ANNUAL SLATE OF THE BOARD OF DIRECTORS SHALL BE SUBJECT TO APPROVAL BY THE MEMBER. IN ADDITION, A VACANCY ON THE BOARD MAY BE FILED BY THE BOARD OF DIRECTORS, SUBJECT TO APPROVAL OF THE MEMBER; -THE PRESIDENT OF THE CORPORATION, IN COLLABORATION WITH THE CORPORATION'S BOARD OF DIRECTORS, SHALL DEVELOP OVERALL STRATEGIC AND FINANCIAL PLANS FOR THE CORPORATION, WHICH SHALL BE CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS AND PROGRAMS OF THE MEMBER AND SHALL BE SUBJECT TO APPROVAL BY THE MEMBER; -THE BOARD OF MANAGERS OF THE MEMBER IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS TO SELL OR OTHERWISE TRANSFER INVESTMENTS AND ASSETS OF THE CORPORATION THAT ARE NOT USED OR INVOLVED IN THE OPERATION OF THE CORPORATION, INCLUDING SECURITIES AND REAL PROPERTY BUT EXCLUDING INVESTMENTS, IF ANY, SEPARATELY HELD TO SATISFY OBLIGATIONS OF THE CORPORATION WITH RESPECT TO ANY PENSION OR BENEFIT PLAN. THE BOARD OF MANAGERS OF THE MEMBER MAY EMPLOY AND COMPENSATE FROM FUNDS OF THE CORPORATION SUCH INVESTMENT ADVISER OR ADVISERS AS THE BOARD OF MANAGERS OF THE MEMBER MAY CONSIDER NECESSARY OR DESIRABLE, AND IT SHALL HAVE DISCRETION TO ACCEPT OR REJECT ANY OR ALL ADVICE GIVEN BY ANY SUCH ADVISER OR ADVISERS, ALL IN ACCORDANCE WITH THE PROVISIONS RELATING TO THE BOARD OF MANAGERS SET FORTH IN THE BY-LAWS OF THE MEMBER; -THE PRESIDENT SHALL BE APPOINTED BY, AND MAY BE REMOVED BY, THE BOARD OF DIRECTORS, SUBJECT TO THE APPROVAL OF THE MEMBER. THE PRESIDENT MAY ALSO BE REMOVED BY THE MEMBER IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY, AT THE TIME OF SUCH REMOVAL, PROVIDE; AND, -THE CORPORATION'S BY-LAWS MAY BE ALTERED, AMENDED OR REPEALED AT ANY MEETING OF THE MEMBER IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY, AT THE TIME OF SUCH MEETING, PROVIDE. WITHOUT LIMITING THE FOREGOING, THE BOARD OF DIRECTORS MAY RECOMMEND AMENDMENTS TO THESE BY-LAWS, WHICH AMENDMENTS SHALL BE SUBJECT TO APPROVAL BY THE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7A CAREGROUP, INC. (CAREGROUP) SERVES AS THE SOLE MEMBER OF THE MEDICAL CENTER. ACCORDING TO THE MEDICAL CENTER'S BYLAWS CAREGROUP APPROVES BUT DOES NOT ELECT MEMBERS OF THE GOVERNING BODY. ACCORDING TO THE MEDICAL CENTER'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 THE 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 THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'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 THE MEDICAL CENTER; -THE POWER AND AUTHORITY TO INITIATE AND TAKE ANY OF THE FOLLOWING ACTIONS: ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTERS ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF THE MEDICAL CENTER OR ANY OF ITS SUBSIDIARIES INCLUDING ANY DIRECT AFFILIATES; AND, -OTHER POWERS AND RIGHTS AS VESTED BY LAW. IN ADDITION, THE MEMBER HAS ADDITIONAL APPROVAL RIGHTS AS NOTED BELOW. -THE ANNUAL SLATE OF THE BOARD OF DIRECTORS SHALL BE SUBJECT TO APPROVAL BY THE MEMBER. IN ADDITION, A VACANCY ON THE BOARD MAY BE FILED BY THE BOARD OF DIRECTORS, SUBJECT TO APPROVAL OF THE MEMBER; -THE PRESIDENT OF THE CORPORATION, IN COLLABORATION WITH THE CORPORATION'S BOARD OF DIRECTORS, SHALL DEVELOP OVERALL STRATEGIC AND FINANCIAL PLANS FOR THE CORPORATION, WHICH SHALL BE CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS AND PROGRAMS OF THE MEMBER AND SHALL BE SUBJECT TO APPROVAL BY THE MEMBER; -THE BOARD OF MANAGERS OF THE MEMBER IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS TO SELL OR OTHERWISE TRANSFER INVESTMENTS AND ASSETS OF THE CORPORATION THAT ARE NOT USED OR INVOLVED IN THE OPERATION OF THE CORPORATION, INCLUDING SECURITIES AND REAL PROPERTY BUT EXCLUDING INVESTMENTS, IF ANY, SEPARATELY HELD TO SATISFY OBLIGATIONS OF THE CORPORATION WITH RESPECT TO ANY PENSION OR BENEFIT PLAN. THE BOARD OF MANAGERS OF THE MEMBER MAY EMPLOY AND COMPENSATE FROM FUNDS OF THE CORPORATION SUCH INVESTMENT ADVISER OR ADVISERS AS THE BOARD OF MANAGERS OF THE MEMBER MAY CONSIDER NECESSARY OR DESIRABLE, AND IT SHALL HAVE DISCRETION TO ACCEPT OR REJECT ANY OR ALL ADVICE GIVEN BY ANY SUCH ADVISER OR ADVISERS, ALL IN ACCORDANCE WITH THE PROVISIONS RELATING TO THE BOARD OF MANAGERS SET FORTH IN THE BY-LAWS OF THE MEMBER; -THE PRESIDENT SHALL BE APPOINTED BY, AND MAY BE REMOVED BY, THE BOARD OF DIRECTORS, SUBJECT TO THE APPROVAL OF THE MEMBER. THE PRESIDENT MAY ALSO BE REMOVED BY THE MEMBER IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY, AT THE TIME OF SUCH REMOVAL, PROVIDE; AND, -THE CORPORATION'S BY-LAWS MAY BE ALTERED, AMENDED OR REPEALED AT ANY MEETING OF THE MEMBER IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY, AT THE TIME OF SUCH MEETING, PROVIDE. WITHOUT LIMITING THE FOREGOING, THE BOARD OF DIRECTORS MAY RECOMMEND AMENDMENTS TO THESE BY-LAWS, WHICH AMENDMENTS SHALL BE SUBJECT TO APPROVAL BY THE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7B CAREGROUP, INC. (CAREGROUP) SERVES AS THE SOLE MEMBER OF THE MEDICAL CENTER. ACCORDING TO THE MEDICAL CENTER'S BYLAWS CAREGROUP APPROVES BUT DOES NOT ELECT MEMBERS OF THE GOVERNING BODY. ACCORDING TO THE MEDICAL CENTER'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 THE 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 THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTER'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 THE MEDICAL CENTER; -THE POWER AND AUTHORITY TO INITIATE AND TAKE ANY OF THE FOLLOWING ACTIONS: ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE MEDICAL CENTER, THE SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE MEDICAL CENTERS ASSETS, THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENTS BY THE MEDICAL CENTER; -THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF THE MEDICAL CENTER OR ANY OF ITS SUBSIDIARIES INCLUDING ANY DIRECT AFFILIATES; AND, -OTHER POWERS AND RIGHTS AS VESTED BY LAW. IN ADDITION, THE MEMBER HAS ADDITIONAL APPROVAL RIGHTS AS NOTED BELOW. -THE ANNUAL SLATE OF THE BOARD OF DIRECTORS SHALL BE SUBJECT TO APPROVAL BY THE MEMBER. IN ADDITION, A VACANCY ON THE BOARD MAY BE FILED BY THE BOARD OF DIRECTORS, SUBJECT TO APPROVAL OF THE MEMBER; -THE PRESIDENT OF THE CORPORATION, IN COLLABORATION WITH THE CORPORATION'S BOARD OF DIRECTORS, SHALL DEVELOP OVERALL STRATEGIC AND FINANCIAL PLANS FOR THE CORPORATION, WHICH SHALL BE CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS AND PROGRAMS OF THE MEMBER AND SHALL BE SUBJECT TO APPROVAL BY THE MEMBER; -THE BOARD OF MANAGERS OF THE MEMBER IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS TO SELL OR OTHERWISE TRANSFER INVESTMENTS AND ASSETS OF THE CORPORATION THAT ARE NOT USED OR INVOLVED IN THE OPERATION OF THE CORPORATION, INCLUDING SECURITIES AND REAL PROPERTY BUT EXCLUDING INVESTMENTS, IF ANY, SEPARATELY HELD TO SATISFY OBLIGATIONS OF THE CORPORATION WITH RESPECT TO ANY PENSION OR BENEFIT PLAN. THE BOARD OF MANAGERS OF THE MEMBER MAY EMPLOY AND COMPENSATE FROM FUNDS OF THE CORPORATION SUCH INVESTMENT ADVISER OR ADVISERS AS THE BOARD OF MANAGERS OF THE MEMBER MAY CONSIDER NECESSARY OR DESIRABLE, AND IT SHALL HAVE DISCRETION TO ACCEPT OR REJECT ANY OR ALL ADVICE GIVEN BY ANY SUCH ADVISER OR ADVISERS, ALL IN ACCORDANCE WITH THE PROVISIONS RELATING TO THE BOARD OF MANAGERS SET FORTH IN THE BY-LAWS OF THE MEMBER; -THE PRESIDENT SHALL BE APPOINTED BY, AND MAY BE REMOVED BY, THE BOARD OF DIRECTORS, SUBJECT TO THE APPROVAL OF THE MEMBER. THE PRESIDENT MAY ALSO BE REMOVED BY THE MEMBER IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY, AT THE TIME OF SUCH REMOVAL, PROVIDE; AND, -THE CORPORATION'S BY-LAWS MAY BE ALTERED, AMENDED OR REPEALED AT ANY MEETING OF THE MEMBER IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY, AT THE TIME OF SUCH MEETING, PROVIDE. WITHOUT LIMITING THE FOREGOING, THE BOARD OF DIRECTORS MAY RECOMMEND AMENDMENTS TO THESE BY-LAWS, WHICH AMENDMENTS SHALL BE SUBJECT TO APPROVAL BY THE MEMBER.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE MEDICAL CENTER, THE TAX DIRECTOR OF CAREGROUP, WHICH IS THE MEMBER OF THE MEDICAL CENTER AND DELOITTE TAX LLP. THE COMPLETE FORM 990 IS PRESENTED TO THE COMPLIANCE, AUDIT AND RISK COMMITTEE OF THE MEDICAL CENTER FOR REVIEW AND DISCUSSION. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE MEDICAL CENTER BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C THE MEDICAL CENTER HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL MEMBERS OF ITS WORKFORCE, INCLUDING EMPLOYEES, PROFESSIONAL STAFF, TRAINEES, CONSULTANTS, CONTRACTORS, AGENTS, AND VENDORS, AND TO THE MEMBERS OF THE BOARD OF DIRECTORS. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS AN INTEGRALLY RELATED ENTITY TO THE MEDICAL CENTER AND EMPLOYS THE MAJORITY OF PHYSICIANS PROVIDING PATIENT CARE AT THE MEDICAL CENTER. HMFP ALSO HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THESE POLICIES, ALL MEMBERS OF THE MEDICAL CENTER'S WORKFORCE MUST DISCLOSE CONFLICTS OF INTEREST AT THE TIME OF INSTITUTIONAL TRANSACTIONS AND MUST REFRAIN FROM TAKING ANY ADMINISTRATIVE ACTION WITHIN THE INSTITUTION THAT IS BENEFICIAL TO AN OUTSIDE BUSINESS IN WHICH S/HE OR A FAMILY MEMBER HAS A POSITION OR A FINANCIAL INTEREST UNLESS S/HE INFORMS HIS/HER SUPERVISOR AND OBTAINS ADVANCE APPROVAL. THE MEDICAL CENTER MONITORS COMPLIANCE WITH THIS POLICY BY REQUIRING ALL MEMBERS OF THE WORKFORCE PARTICIPATING IN THE PROCESS TO COMPLETE A WRITTEN DISCLOSURE FORM AT THE TIME OF DISCUSSIONS AND NEGOTIATIONS WITH A SUPPLIER AND BY REQUIRING THE SUPPLIER TO IDENTIFY IN WRITING THOSE PARTICIPANTS WHO HAVE AN OUTSIDE RELATIONSHIP WITH THE SUPPLIER. A SUPPLIER'S FAILURE TO MAKE A REQUIRED DISCLOSURE MAY RESULT IN DISQUALIFICATION FROM BEING A SUPPLIER AND CAN BE GROUNDS FOR TERMINATION OF THE CONTRACT. SIMILARLY, ANY MEMBER OF THE BOARD OF DIRECTORS OF THE MEDICAL CENTER WHO IS IN A POSITION TO VOTE ON OR INFLUENCE A PARTICULAR TRANSACTION OR DECISION OF THE MEDICAL CENTER MUST NOTIFY THE BOARD OR THE COMMITTEE IF S/HE OR A FAMILY MEMBER MIGHT MATERIALLY BENEFIT AND RECUSE HIMSELF/HERSELF FROM PARTICIPATION AND VOTING ON THE DECISION. IN ADDITION, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF BOTH THE MEDICAL CENTER 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 THE MEDICAL CENTER'S CONFLICT OF INTEREST POLICY, MANY INDIVIDUALS IN ADDITION TO THOSE REPORTED ON THE TAX RETURNS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE. THESE ADDITIONAL CATEGORIES INCLUDE OFFICERS, SENIOR MANAGEMENT, CHIEFS OF SERVICE, DIVISION CHIEFS, AND OTHER WORKFORCE AND PROFESSIONAL STAFF CATEGORIES AS IDENTIFIED FROM TIME TO TIME BY THE CHIEF EXECUTIVE OFFICER, THE SENIOR VICE PRESIDENT FOR COMPLIANCE, AUDIT, AND RISK OR THE CONFLICTS OF INTEREST COMMITTEE. FOR THESE EMPLOYEES, PROVIDING A DISCLOSURE IS A CONDITION OF EMPLOYMENT AND/OR MEDICAL STAFF APPOINTMENT. THE OFFICE OF COMPLIANCE AND BUSINESS CONDUCT COLLECTS, REVIEWS, AND DETERMINES APPROPRIATE ACTION FOR THE ANNUAL CONFLICT OF INTEREST DISCLOSURES ON BEHALF OF THE MEDICAL CENTER. THE DISCLOSURE MAY BE REFERRED TO MANAGEMENT AND TO THE CONFLICT OF INTEREST COMMITTEE, A SUBCOMMITTEE OF THE COMPLIANCE, AUDIT, AND RISK COMMITTEE, FOR REVIEW. THE HMFP COMPLIANCE OVERSIGHT COMMITTEE REVIEWS ANNUAL CONFLICT OF INTEREST DISCLOSURES ON BEHALF OF HMFP. BECAUSE OF THE INTEGRAL RELATIONSHIP BETWEEN THE MEDICAL CENTER AND HMFP, MANY INDIVIDUALS ARE COVERED BY BOTH ENTITIES' CONFLICT OF INTEREST POLICIES AND ANNUAL DISCLOSURE REQUIREMENTS. IN CASES OF DUAL RESPONSIBILITIES, THE RESPONSES ARE REVIEWED BY BOTH DEPARTMENTS FOR DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. PURSUANT TO EACH INSTITUTION'S 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 IS THE SOLE MEMBER OF THE MEDICAL CENTER. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE MEDICAL CENTER OFFICE OF COMPLIANCE AND BUSINESS CONDUCT AND THE CAREGROUP TAX DEPARTMENT JOINTLY ISSUE A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE MEDICAL CENTER BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER MEDICAL CENTER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR THE MEDICAL CENTER TO COMPLETELY AND ACCURATELY PROCESS AND 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 THE MEDICAL CENTER 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 AND 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. 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.
FORM 990, PART VI, SECTION C, LINE 19 THE MEDICAL CENTER'S 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 2,244,545. MANAGEMENT AND GENERAL EXPENSES 5,039,476. FUNDRAISING EXPENSES 286,261. TOTAL EXPENSES 7,570,282. MD FEES: PROGRAM SERVICE EXPENSES 54,445,531. MANAGEMENT AND GENERAL EXPENSES 12,467,469. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,913,000. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 71,481,220. MANAGEMENT AND GENERAL EXPENSES 9,598,930. FUNDRAISING EXPENSES 357,332. TOTAL EXPENSES 81,437,482.
FORM 990, PART XI, LINE 9: UNREALIZED CHG IN EQUITY INTEREST IN LIMITED PARTNERSHIP 1,950,216. CHANGE IN FUNDED STATUS OF EMPLOYEE BENEFIT PLANS -25,077,889. TRANSFER (TO) FROM AFFILIATE -21,716,631. FUNDS MANAGED BY OTHERS -2,835,024. NON CASH CONTRIBUTIONS NOT INCLUDED IN THE FINANCIAL STATEMENTS -1,309,965.
FORM 990, PART XII, LINE 2B AND 2C FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHT AS PREVIOUSLY REPORTED IN THIS FILING, THE MEDICAL CENTER 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 THE MEDICAL CENTER ARE AUDITED EACH YEAR AS PART OF THE MEDICAL CENTER'S CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS. 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 MEDICAL CENTER'S COMPLIANCE, AUDIT AND RISK COMMITTEE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) ASSOC PHYS HARVARD MED FAC PHY AT BIDMC

375 LONGWOOD AVE

BOSTON,MA02215
32-0058309 		TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(2) BI ANAESTHESIA FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
04-2997215 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(3) BI COMMUNITY FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
04-2776678 		INACTIVE CORPORATION MA 501(C)(3) LINE 7 N/A
 
No
(4) BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
04-3079630 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(5) BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
20-8253452 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(6) BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
04-3030397 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(7) BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
20-4974585 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(8) BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC

110 FRANCIS STREET

BOSTON,MA02215
02-0671240 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(9) BI DEACONESS HOSPITAL - NEEDHAM INC

148 CHESTNUT ST

NEEDHAM,MA00000
04-3229679 		HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) LINE 3 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(10) BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVE

BOSTON,MA02215
04-2103881 		THE OPERAION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA MA 501(C)(3) LINE 3 CAREGROUP INC
 
 
No
(11) BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP

300 LONGWOOD AVE

BOSTON,MA02215
04-3200113 		OUTPATIENT AMBULATORY CARE CENTER IN LEXINGTON, MA MA 501(C)(3) LINE 11A, I N/A
 
No
(12) BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
04-2794855 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(13) BI DERMATOLOGY FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
04-3117601 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(14) BIH PATHOLOGY FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
22-2548374 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(15) BIH RADIOLOGIC FOUNDATION INC

330 BROOKLINE AVE

BOSTON,MA02215
04-2571853 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(16) LONGWOOD MEDICAL INTL FOUNDATION

185 PILGRIM ROAD

BOSTON,MA02215
04-3208878 		INACTIVE CORPORATION MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(17) CAREGROUP INC

109 BROOKLINE AVE

BOSTON,MA02215
22-2629185 		OVERSEE FINCIAL HEALTH OF AFFILIATES MA 501(C)(3) LINE 11D, III-O N/A
 
No
(18) CARL J SHAPIRO INSTITUTE

330 BROOKLINE AVE

BOSTON,MA02215
04-3326928 		DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCH MA 501(C)(3) LINE 11A, I N/A
 
No
(19) CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN

C/O HARVARD MED SCH 401 PARK DR

BOSTON,MA02215
04-3242952 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC
 
 
No
(20) MED CARE OF BOSTON MGMT CORP DBA AFFILIATED PHYS GROUP

400 HUNNEWELL ST

NEEDHAM,MA02494
04-2810972 		OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES MA 501(C)(3) LINE 9 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(21) MOUNT AUBURN HOSPITAL

330 MOUNT AUBURN ST

CAMBRIDGE,MA02138
04-2103606 		HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) LINE 3 CAREGROUP INC
 
 
No
(22) MOUNT AUBURN PROFESSIONAL SERVICES INC

330 MOUNT AUBURN ST

CAMBRIDGE,MA02138
04-3026897 		OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES MA 501(C)(3) LINE 11A, I MOUNT AUBURN HOSPITAL
 
 
No
(23) NEW ENGLAND BAPTIST HOSPITAL

125 PARKER HILL AVE

BOSTON,MA02120
04-2103612 		ORTHOPEDIC SPECIALTY HOSPITAL MA 501(C)(3) LINE 3 CAREGROUP INC
 
 
No
(24) NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC

125 PARKER HILL AVE

BOSTON,MA02120
04-3235796 		OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH MA 501(C)(3) LINE 3 NEW ENGLAND BAPTIST HOSPITAL INC
 
 
No
(25) RIVERBROOK CORPORATION

109 BROOKLINE AVE

BOSTON,MA02215
04-2828955 		TO HOLD TITLE TO PROPERTY FOR CAREGROUP, INC. MA 501(C)(2)   CAREGROUP INC
 
 
No
(26) HARVARD MEDICAL COLLABORATIVE INC

25 SHATTUCK ST

BOSTON,MA02115
04-3476764 		COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS MA 501(C)(3) LINE 11A, I N/A
 
No
(27) HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC

375 LONGWOOD AVE

BOSTON,MA02215
22-2768204 		GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS MA 501(C)(3) LINE 9 N/A
 
No
(28) BETH ISRAEL DEACONESS HOSPITAL - MILTON INC

199 REEDSDALE RD

MILTON,MA02186
04-2103604 		HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) LINE 3 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(29) COMMUNITY PHYSICIAN ASSOCIATES INC

199 REEDSDALE RD

MILTON,MA02186
04-3243146 		OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) LINE 3 MILTON HOSPITAL FOUNDATION INC
 
 
No
(30) MILTON HOSPITAL FOUNDATION INC

199 REEDSDALE RD

MILTON,MA02186
22-2566792 		PROMOTE HEALTHCARE MA 501(C)(3) LINE 11A, I BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(31) BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC

275 SANDWICH ST

PLYMOUTH,MA02186
22-2667354 		HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) LINE 3 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(32) JH REALTY CORP

275 SANDWICH ST

PLYMOUTH,MA02360
22-2677673 		REAL ESTATE MA 501(C)(3) LINE 11A, I BETH ISRAEL DEACONESS-PLYMOUTH
 
 
No
(33) JORDAN AMBULATORY HEALTH CARE

36 CORDAGE PARK CIRCLE

PLYMOUTH,MA02360
22-2667348 		PROVIDE MEDICAL SERVICES MA 501(C)(3) LINE 11A, I BETH ISRAEL DEACONESS-PLYMOUTH
 
 
No
(34) JORDAN HEALTH FOUNDATION

175 SANDWICH ST

PLYMOUTH,MA02360
51-0432984 		PROMOTE HEALTHCARE MA 501(C)(3) LINE 11A, I BETH ISRAEL DEACONESS-PLYMOUTH
 
 
No
(35) JORDAN HEALTH SYSTEMS INC

275 SANDWICH ST

PLYMOUTH,MA02360
04-2103805 		PROMOTE HEALTHCARE MA 501(C)(3) LINE 11A, I BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(36) JORDAN PHYSICIANS ASSOCIATES INC

275 SANDWICH ST

PLYMOUTH,MA02360
04-3228556 		OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) LINE 9 JORDAN HEALTH SYSTEMS INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) ADVANCED VASCULAR CARE LLC

375 LONGWOOD AVE
BOSTON,MA02215
26-1647880 		TO PROVIDE MEDICAL SUPPORT SERVICES MA N/A
                  
(2) BETH ISRAEL DEACONESS PHYS ORG LLC DBA BIDCO

ONE UNIVERSITY AVE NORTH ENTRANCE
WESTWOOD,MA02090
04-3426253 		COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A
                  
(3) BIDCO PHYSICIAN LLC

ONE UNIVERSITY AVE NORTH ENTRANCE
WESTWOOD,MA02090
04-3426253 		COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A
                  
(4) BIDCO HOSPITAL LLC

ONE UNIVERSITY AVE NORTH ENTRANCE
WESTWOOD,MA02090
46-1643790 		COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA BETH ISRAEL DEACONESS MEDICAL CENTER
  		RELATED -10,143,482 2,682,291   No     No 79.000 %
(5) CAREGROUP CLINICAL RESEARCH LLC

109 BROOKLINE AVENUE
BOSTON,MA02215
30-0228711 		TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP MA N/A
                  
(6) CAREGROUP INVESTMENT PARTNERSHIP LLP

109 BROOKLINE AVENUE
BOSTON,MA02215
04-3278109 		INVESTMENT PARTNERSHIP MA N/A
                  
(7) CHARLTON MRI SERVICES LLC

330 BROOKLINE AVENUE
BOSTON,MA02215
26-4662778 		PROVISION OF PATIENT CARE SERVICES MA N/A
                  
(8) PHYSICIAN PROFESSIONAL SERVICES LLP

10 CABOT ROAD
MEDFORD,MA02215
04-3275078 		TO PROVIDE MEDICAL BILLING SERVICES MA N/A
                  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) MILTON PHYSICIAN-HOSPITAL ORGANIZATION INC

199 REEDSDALE ROAD
MILTON,MA02186
04-3213042 		PHYSICIAN/HOSPITAL ORGANIZATION MA N/A
 C         No
(2) ANESTHESIA FINANCIAL SOLUTIONS INC

330 BROOKLINE AVE
BOSTON,MA02215
04-3571311 		INACTIVE CORPORATION MA N/A
 C         No
(3) JORDAN COMMUNITY ACO INC

275 SANDWICH ST
PLYMOUTH,MA02360
45-4047430 		COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH MA N/A
 C         No
(4) ATLANTIC MEDICAL MANAGEMENT INC

275 SANDWICH ST
PLYMOUTH,MA02360
04-3161451 		INACTIVE CORPORATION MA N/A
 C         No






Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: