Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 10-01-2015 , and ending 09-30-2016
BCheck if applicable:
CName of organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
399 REVOLUTION DRIVE NO 645
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOMERVILLE, MA02145
D Employer identification number

90-0656139
E Telephone number

G Gross receipts $ 11,361,474,120
F Name and address of principal officer:
DAVID F TORCHIANA MD
800 BOYLSTON STREET
BOSTON,MA02199
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.PARTNERS.ORG
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 MediumBullet5803
K Form of organization:  
L Year of formation:  
M State of legal domicile:
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: PATIENT CARE, RESEARCH, EDUCATION AND SERVICE TO THE COMMUNITY LOCALLY AND GLOBALLY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 599
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 367
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 68,417
6 Total number of volunteers (estimate if necessary) ............. 6 4,800
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 27,042,614
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 1,126,666
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,661,223,942 2,365,428,359
9 Program service revenue (Part VIII, line 2g) ......... 8,127,233,173 8,722,419,906
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 151,624,160 13,960,667
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 177,280,998 195,192,793
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 11,117,362,273 11,297,001,725
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 411,908,061 734,828,336
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) 6,051,256,658 6,193,732,206
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 141,682 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet57,532,124    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,271,985,129 4,308,978,284
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 10,735,291,530 11,237,538,826
19 Revenue less expenses. Subtract line 18 from line 12....... 382,070,743 59,462,899
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 14,983,611,002 15,693,513,301
21 Total liabilities (Part X, line 26)............. 6,975,302,509 7,830,077,629
22 Net assets or fund balances. Subtract line 21 from line 20..... 8,008,308,493 7,863,435,672
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 (2015)
Form 990 (2015)
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: PARTNERS HEALTHCARE SYSTEM, INC. IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE.
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 $ 10,101,321,897 including grants of $ 734,828,336 ) (Revenue $ 10,268,582,049 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet10,101,321,897
Form 990 (2015)
Form 990 (2015)
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
Yes
 
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
 
No
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
 
No
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 IV.....Click 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
Yes
 
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
 
No
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 (2015)
Form 990 (2015)
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 domestic 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 or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
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
 
No
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), 501(c)(4), and 501(c)(29) 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 "Yes," complete Schedule L, Part II ................Click to see attachment
26
Yes
 
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
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.Click to see attachment
31
Yes
 
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........Click to see attachment
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
Yes
 
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
Yes
 
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 ...Click to see attachment
35b
Yes
 
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 (2015)
Form 990 (2015)
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
369
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
68,417
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2015)
Form 990 (2015)
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
599
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
367
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
 
No
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
Yes
 
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
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
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
AL , AK , AZ , AR , CA , CO , CT , DE , FL , GA , HI , ID , IL , IN , IA , KS , KY , LA , ME , MD , MA , MI , MS , MT , NE , NV , NH , NJ , NM , NY , NC , OH , PA , RI , SC , SD , TN , TX , WA , WI , WY
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletPARTNERS FIN-TAX DIRECTOR399 REVOLUTION DRIVE STE 645   SOMERVILLE,MA02145 (857) 282-0747
Form 990 (2015)
Form 990 (2015)
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) JOAN M ARCHER......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 260,326 53,634
(2) MAUREEN BANKS......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 497,635 52,943
(3) JANIS P BELLACK PHD RN FAAN......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 414,885 50,607
(4) SALLY MASON BOEMER......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 705,089 70,424
(5) TERRY J GARFINKLE MD......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X           0 299,045 17,751
(6) BRENT L HENRY ESQ......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X           0 959,963 61,936
(7) STEVEN E KAPFHAMMER......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 297,396 48,678
(8) PETER K MARKELL......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 1,723,946 613,517
(9) MAURY E MCGOUGH MD......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X           0 636,126 70,212
(10) ELIZABETH G NABEL MD......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 1,794,821 311,448
(11) ROBERT G NORTON......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 1,575,707 63,493
(12) SCOTT L RAUCH MD......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 673,836 36,475
(13) MICHAEL L RENEY......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 418,100 57,318
(14) ROXANNE C RUPPEL......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X           0 288,214 65,218
(15) PETER L SLAVIN MD MBA......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 1,639,789 364,305
(16) DAVID E STORTO......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 762,394 254,895
(17) ELIZABETH S TAYLOR......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 261,748 46,122
Form 990 (2015)
Form 990 (2015)
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) DAVID F TORCHIANA MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X           0 4,194,081 70,895
(19) DALE ADLER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           564,969 0 53,121
(20) STANLEY W ASHLEY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           588,030 0 68,843
(21) ROBERT L BARBIERIMD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       490,939 0 59,222
(22) JOAN MARIE BENGTSON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           253,953 0 51,114
(23) CHRISTINE A BLASKI MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           246,673 0 24,556
(24) MICHAEL L BLUTE SR MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           925,028 0 56,277
(25) GILES W BOLAND MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           553,276 0 58,552
(26) DAVID F BROWN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           737,587 0 58,102
(27) DEBRA A BURKE MSN MBA RN........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           229,732 0 56,100
(28) BRUCE A CHABNER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           309,158 0 55,586
(29) ALAIN A CHAOUI MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           90,000 0 0
(30) ENNIO A CHIOCCA MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           1,502,920 0 60,027
(31) CHRISTOPHER M COLEY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           361,170 0 55,768
(32) R F CONWAY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           4,050 0 0
(33) THOMAS P CUNNINGHAM III........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           60,437 0 10,609
(34) RICHARD L CURTIS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           45,729 0 25,704
(35) ERNESTO DASILVA MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           317,950 0 29,576
(36) JAMES L DEMETROULAKOS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           39,100 0 0
(37) TERENCE P DOORLY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           795,952 0 27,022
(38) PETER M DOUBILET MDPHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           531,836 0 56,734
(39) BRANDON E EARP MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           1,007,153 0 63,123
(40) CARLOS FERNANDEZ-DEL CASTILLO MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           840,830 0 61,441
(41) LAWRENCE S FRIEDMAN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           469,585 0 29,241
(42) JOSEPH P FROLKIS MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           429,703 0 52,848
(43) LINA GILLIES........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           87,367 0 25,628
(44) DAVID F GITLIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           243,849 0 50,923
(45) JEFFREY A GOLDEN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       853,893 0 68,234
(46) PETER T GREENSPAN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           358,459 0 55,634
(47) MICHAEL L GUSTAFSON MD MBA........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       500,589 0 50,948
(48) DAPHNE ADELE HAAS-KOGANMD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           445,720 0 12,100
(49) ROBERT HANDIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           268,859 0 52,741
(50) ALEXANDER A HANNENBERG MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           33,981 0 18,298
(51) MARGOT K HARTMANN MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       357,956 0 20,880
(52) ANNEMARIE HEATH CNM........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           110,581 0 24,231
(53) TERRIE E INDER MBCHB........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           572,917 0 58,107
(54) JEANETTE IVES ERICKSON RN DNP........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           647,622 0 57,711
(55) MICHAEL R JAFF DO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           856,590 0 56,234
(56) ALAN ANTHONY JAMES........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           379,783 0 9,463
(57) STEPHEN R JENNEY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       272,657 0 59,964
(58) MARK D JOHNSON MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           609,118 0 55,402
(59) JAMES D KANG MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           479,958 0 12,049
(60) BARRETT KITCH MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           333,257 0 12,149
(61) RONALD E KLEINMAN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           648,707 0 57,111
(62) THOMAS S KUPPER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           496,490 0 56,096
(63) JAY LOEFFLER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           854,019 0 38,023
(64) JOSEPH LOSCALZO MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       683,967 0 58,756
(65) EVERETT T LYN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           489,740 0 53,859
(66) THOMAS LYNCH JR MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       465,454 0 57,413
(67) NAVNEET MARWAHA MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           319,992 0 38,390
(68) NICHOLAS M MASCOLI III MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           102,083 0 22,640
(69) RAYMOND R MONTO MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           836,020 0 43,677
(70) ELIZABETH A MORT CALCAGNI MD MP........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           616,835 0 56,070
(71) CYNTHIA MORTON PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           304,866 0 68,723
(72) STUART B MUSHLIN MDFACP........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           321,299 0 56,259
(73) ALBERT NAMIAS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           487,552 0 35,614
(74) COURTNEY A O'NEILL........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           145,032 0 12,414
(75) TIMOTHY PARSONS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           377,067 0 36,337
(76) GREGORY J PAULY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           681,948 0 61,471
(77) STEVEN B PESTKA MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           321,103 0 27,220
(78) PIETER PIL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           644,849 0 42,104
(79) BOHDAN POMAHAC MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           949,616 0 55,425
(80) ANN L PRESTIPINO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           563,192 0 51,207
(81) ALLYSON L PRESTON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           407,052 0 36,297
(82) JAMES P RATHMELL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           620,180 0 29,415
(83) DAVID W RATTNER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           836,692 0 70,285
(84) MITCHELL S REIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           617,063 0 57,582
(85) DAVID J ROBERTS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           275,713 0 31,795
(86) ALLAN H ROPPER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           437,276 0 56,074
(87) JERROLD F ROSENBAUM MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           505,892 0 55,993
(88) HENRY W ROSENBERG MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           87,671 0 23,353
(89) MITCHELL H RUBENSTEIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           554,486 0 42,155
(90) MARC S RUBIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           903,762 0 60,167
(91) A KIM SAAL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           477,732 0 23,575
(92) MARTIN A SAMUELS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           571,655 0 56,158
(93) JOAN A SAPIR........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           455,363 0 65,253
(94) MARK A SCHECHTER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           351,378 0 34,993
(95) FREDERICK J SCHOEN MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       375,904 0 60,281
(96) ELLEN W SEELY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           301,780 0 56,191
(97) STEVEN E SELTZER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           513,229 0 57,221
(98) A ALAN SEMINE MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           72,824 0 23,339
(99) STANTON K SHERNAN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           541,115 0 57,924
(100) DAVID SILBERSWEIG MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           621,953 0 56,951
(101) ANEESH B SINGHAL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           377,762 0 54,769
(102) ALLEN L SMITH MD MS........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       720,426 0 56,294
(103) JONATHAN SNIDER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           42,425 0 22,260
(104) JOHN W STAKES III MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           350,007 0 57,496
(105) THORALF M SUNDT MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           745,362 0 61,827
(106) KHALID SYED MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           370,371 0 34,847
(107) MICHAEL J VANROOYEN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           519,366 0 53,136
(108) TIMOTHY J WALSH........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       743,181 0 132,186
(109) ANDREW L WARSHAW MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           1,091,887 0 71,369
(110) PETER WEITZMAN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           298,615 0 13,853
(111) JOHN WRIGHT MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           550,024 0 56,295
(112) ROSS D ZAFONTE DO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           593,779 0 56,248
(113) MICHAEL J ZINNER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           1,053,363 0 59,595
(114) MARC N CASPER........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(115) ANNE M FINUCANE........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(116) JOHN F FISH........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(117) ALBERT A HOLMAN III........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(118) KAREN T KAPLAN........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(119) STEVEN M KAYE........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(120) JOSHUA M KRAFT........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(121) JEFFREY M LEIDEN MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(122) MARK NUNNELLY........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(123) ERIC D SCHLAGER........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(124) SCOTT SCHUSTER........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(125) SCOTT M SPERLING........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(126) JAMES D TAICLET........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(127) ALEXANDER L THORNDIKE........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(128) GWILL YORK........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(129) PETER A GRAPE........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(130) JOSEPH C MCNAY........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
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X           0 0 0
(285) MATTHEW M PITONIAK........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(286) JOSHUA L ABRAMS ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 189,725 45,767
(287) SARAH ARNHOLZ ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 229,037 62,234
(288) MELISSA P BRENNAN ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 163,934 48,239
(289) EFFIE J CHAN ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 184,016 37,027
(290) JULIE C CHATTOPADHYAY ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 180,514 43,457
(291) DAVID P CONNOLLY........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 319,313 66,001
(292) PAUL G CUSHING ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 270,172 67,851
(293) JEFFREY PAUL DION........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 304,728 38,852
(294) JOHN R HIGHAM ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 296,674 63,513
(295) KATHERINE M KNEELAND ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 279,283 41,297
(296) NIDHI KUMAR ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 162,123 35,525
(297) DAVID A LAGASSE........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 354,089 63,997
(298) ELLEN MOLONEY........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 403,206 49,652
(299) GILBERT H MUDGE JR MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 546,076 59,316
(300) ANDREA G RE........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 145,517 20,397
(301) MARY E SHAUGHNESSY........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 375,043 58,116
(302) REYNOLD G SPADONI........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 397,151 65,885
(303) LYNN MALLOY STOFER........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 628,840 119,230
(304) TRACY A SYKES ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
    X       0 196,894 45,858
(305) DAVID J BURKE........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       249,659 0 29,450
(306) AMY CASEY CONNOLLY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       119,335 0 44,640
(307) KEVIN T GIORDANO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       242,734 0 48,676
(308) MICHELE L GOUGEON MSC........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       403,526 0 23,918
(309) JAMES L HEFFERNAN........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       613,016 0 67,382
(310) WILLIAM C JOHNSTON........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       507,652 0 58,599
(311) LAURIE LAMOUREUX........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       265,355 0 27,392
(312) LAUREN B LELE........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       100,550 0 29,355
(313) JOANNE MARQUSEE........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       549,191 0 42,280
(314) EDWARD OLIVIER........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       254,154 0 44,645
(315) MEREDITH A WALLACE OLSON........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       165,538 0 34,810
(316) DAVID L WELTMAN - - OFF 12312015........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
    X       0 0 0
(317) MAUREEN O HACKETT........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
    X       0 0 0
(318) ARTHUR J BOWES........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
      X     0 293,420 57,942
(319) KEREN DIAMOND........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
      X     0 284,334 23,755
(320) MARY JO GAGNON........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
      X     0 264,680 46,232
(321) PAUL ANDERSON MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     493,200 0 58,350
(322) KATRINA ARMSTRONG MD MSCE........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     920,955 0 55,069
(323) KATHERINE BECHTOLD MHA BSN RN........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     270,167 0 20,162
(324) KENNETH CHISHOLM........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     324,992 0 51,406
(325) SUSAN DEMPSEY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     300,299 0 65,686
(326) MARGARET M DUGGAN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     538,051 0 58,613
(327) LINDA M FLAHERTY RN PCNS........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     224,527 0 22,835
(328) JOANNE M FUCILE........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     227,836 0 35,985
(329) JOSEPH GOLD MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     422,499 0 23,555
(330) JUDY HAYES........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     291,110 0 49,439
(331) PAULA M HEREAU........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     181,672 0 34,271
(332) PARDON R KENNEY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     503,703 0 56,243
(333) KEITH D LILLEMOE MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     921,847 0 71,123
(334) EDWARD LISTON-KRAFT PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     242,872 0 37,098
(335) CHERYL MERRILL RN MSN NEA-........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     206,498 0 5,587
(336) STEPHANIE N NADOLNY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     176,449 0 26,306
(337) BRITAIN W NICHOLSON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     787,243 0 56,148
(338) DOST ONGUR MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     220,276 0 27,903
(339) SHEILA K PARTRIDGE MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     776,144 0 42,854
(340) CHRISTINE REILLY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     152,759 0 8,735
(341) JOHN SARRO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     355,210 0 60,252
(342) SCOTT L SCHISSEL MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     313,404 0 52,939
(343) ANTHONY J SCIBELLI MS MBA........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     241,003 0 20,931
(344) RON M WALLS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     1,594,275 0 779,138
(345) ROBERT D WELCH........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     176,018 0 44,610
(346) JEFFREY R ZACK MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     395,200 0 37,569
(347) WILLIAM G AUSTEN JR MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   1,457,450 0 59,486
(348) LAWRENCE H COHN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   2,283,221 0 48,425
(349) CHRISTOPHER W DIGIOVANNI MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   1,623,610 0 58,018
(350) AMAN B PATEL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   1,586,722 0 60,649
(351) JON P WARNER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   1,880,203 0 58,022
(352) DEBORAH C ENOS........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 458,480 21,671
(353) GERARD F HADLEY........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 184,485 47,069
(354) DANIEL J GROSS........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 465,559 68,298
(355) KERRY R WATSON........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 731,177 66,412
(356) CRAIG MELIN........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 254,541 0 3,432
(357) THOMAS H ARETZ MD........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 480,921 60,039
(358) SUSAN M BEAUSOLIEL........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 229,587 24,876
(359) MAUREEN N CHESLEY........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 179,698 44,504
(360) GARY W GARBERG........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 166,487 26,865
(361) LESLIE G SELBOVITZ MD........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 555,594 48,249
(362) BEATRICE THIBEDEAU........................................................................
SEE SCHEDULE O - O & T TITLES
0.00
.......................50.00
          X 0 292,341 24,388
(363) DENNIS AUSIELLO MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 434,587 0 55,665
(364) BARBARA E BIERER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 199,195 0 56,084
(365) STEVEN D BROWELL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 402,041 0 38,217
(366) MARY BETH DIFILIPPO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 201,881 0 37,688
(367) JAMES ELLISON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 169,995 0 13,697
(368) MARK NOVOTNY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 339,201 0 33,312
(369) HARRY W ORF PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 592,126 0 56,044
(370) EDITH PETER........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 134,859 0 367
(371) JEANNE M RYAN........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
          X 168,371 0 3,396
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 72,560,957 27,616,199 11,067,089
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet12,264
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
 
No
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
SUFFOLK CONSTRUCTION CO

99 CONIFER HILL DRIVE
DANVERS,MA01923
CONSTRUCTION SERVICE 196,226,677
WALSH BROTHERS

210 COMMERCIAL STREET
BOSTON,MA02109
CONSTRUCTION SERVICE 63,550,589
TURNER CONSTRUCTION CO

855 BOYSLTON STREET
BOSTON,MA02114
CONSTRUCTION SERVICE 31,018,306
ANGELICA-WORCESTER

PO BOX 823283
PHILADELPHIA,PA191823283
LAUNDRY SERVICE 21,631,870
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

41 PARK DRIVE
BOSTON,MA02215
MEDICAL CLAIMS SVCS. 21,057,031
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet346
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 26,334,697
d Related organizations1d 505,368,194
e Government grants (contributions)1e 783,229,769
f All other contributions, gifts, grants, and similar amounts not included above1f 1,050,495,699
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 2,365,428,359
 Program Service RevenueAmt Business Code
2a PATIENT CARE REVENUE 622110 8,049,616,301 8,049,616,301    
b OTHER PROGRAM REVENUE 621999 662,273,838 657,469,740 4,804,098  
c TUITION REVENUE 624410 6,393,239 6,393,239    
d PARTNERSHIP INCOME 900099 2,446,828 2,446,828    
e AMBULANCE INCOME 621910 1,689,700 1,689,700    
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 8,722,419,906
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 72,023,409   3,373,816 68,649,593
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 52,989,296     52,989,296
(ii) Personal (i) Real
6a Gross rents   47,947,456
b Less: rental expenses   0
c Rental income or (loss)   47,947,456
d Net rental income or (loss)......MediumBullet 47,947,456   18,864,700 29,082,756
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses   58,062,742
c Gain or (loss)   -58,062,742
d Net gain or (loss).....MediumBullet -58,062,742     -58,062,742
8a Gross income from fundraising events (not including $ 26,334,697of contributions reported on line 1c). See Part IV, line 18 ....
a 1,962,402
b Less: direct expenses ...b 6,409,653
c Net income or (loss) from fundraising events..MediumBullet -4,447,251   -4,447,251
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
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        
Business Code Miscellaneous Revenue
11a PARKING INCOME 812930 56,232,922     56,232,922
b CAFETERIA INCOME 722310 30,429,129     30,429,129
c            
d All other revenue .... 12,041,241 12,041,241    
e Total. Add lines 11a–11d ...... MediumBullet 98,703,292
12 Total revenue. See Instructions......MediumBullet 11,297,001,725 8,729,657,049 27,042,614 174,873,703
Form 990 (2015)
Form 990 (2015)
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 domestic organizations and domestic governments. See Part IV, line 21 706,987,375 706,987,375
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 27,840,961 27,840,961
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 72,560,957   72,560,957  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 4,745,629,447 4,293,059,170 422,103,720 30,466,557
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 335,023,559 304,362,872 30,660,687  
9 Other employee benefits ....... 799,772,020 707,935,222 81,338,506 10,498,292
10 Payroll taxes ........... 240,746,223 214,727,039 26,019,184  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 13,608,394 12,041,590 1,434,278 132,526
c Accounting ........... 194,166 166,903 27,263  
d Lobbying ........... 4,000   4,000  
e Professional fundraising services. See Part IV, line 17    
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) 943,861,844 840,783,862 98,065,264 5,012,718
12 Advertising and promotion .... 18,073,968 14,897,570 3,013,735 162,663
13 Office expenses ....... 1,395,677,280 1,248,474,242 144,481,512 2,721,526
14 Information technology ...... 49,053,715 43,168,760 5,887,328 -2,373
15 Royalties ..        
16 Occupancy ........... 389,668,777 349,795,437 37,434,503 2,438,837
17 Travel ............ 33,972,309 30,035,158 3,342,487 594,664
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 9,018,339 8,133,955 835,855 48,529
20 Interest ........... 105,492,172 94,562,564 10,929,608  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 479,749,602 430,253,933 49,495,669  
23 Insurance ... 93,605,838 85,112,755 8,483,488 9,595
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 OTHER RESEARCH EXPENSES 301,952,214 274,127,547 27,802,146 22,521
b PROGRAM SUPPORT/SUBSIDY 252,102,842 222,515,027 29,445,607 142,208
c MISCELLANEOUS EXPENSES 104,519,007 88,550,912 13,630,988 2,337,107
d HSN ASSESSMENT 57,755,558 51,642,977 6,112,581  
e All other expenses 60,668,259 52,146,066 5,575,439 2,946,754
25 Total functional expenses. Add lines 1 through 24e 11,237,538,826 10,101,321,897 1,078,684,805 57,532,124
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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1 0
2 Savings and temporary cash investments ......... 354,955,320 2 502,362,883
3 Pledges and grants receivable, net ...... 384,988,277 3 408,930,100
4 Accounts receivable, net ............. 1,003,420,361 4 1,011,175,285
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 .... 5,375,528 7 5,360,058
8 Inventories for sale or use ........ 52,774,069 8 55,076,079
9 Prepaid expenses and deferred charges ...... 53,624,616 9 55,328,323
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 9,131,912,755
b Less: accumulated depreciation 10b 3,914,897,976 4,808,325,627 10c 5,217,014,779
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 6,588,530,454 12 6,603,540,236
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,731,616,750 15 1,834,725,558
16 Total assets. Add lines 1 through 15 (must equal line 34)... 14,983,611,002 16 15,693,513,301
Liabilities 17 Accounts payable and accrued expenses ..... 2,985,914,681 17 3,489,716,887
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
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 3,989,387,828 25 4,340,360,742
26 Total liabilities. Add lines 17 through 25.. 6,975,302,509 26 7,830,077,629
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 5,609,988,846 27 5,325,311,553
28 Temporarily restricted net assets ........... 1,430,104,133 28 1,502,209,482
29 Permanently restricted net assets 968,215,514 29 1,035,914,637
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 ........... 8,008,308,493 33 7,863,435,672
34 Total liabilities and net assets/fund balances ........ 14,983,611,002 34 15,693,513,301
Form 990 (2015)
Form 990 (2015)
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
11,297,001,725
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
11,237,538,826
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
59,462,899
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
8,008,308,493
5
Net unrealized gains (losses) on investments ...............
5
314,199
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
-204,649,919
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
7,863,435,672
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 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............. 10

g
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 (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) PARTNERS HEALTHCARE SYSTEM INC
 
043230035 3 Yes   0 0
(B) THE MASSACHUSETTS GENERAL HOSPITAL
 
041564655 3 Yes   0 0
(C) NANTUCKET COTTAGE HOSPITAL INC
 
042103823 3 Yes   0 0
(D) BRIGHAM AND WOMEN'S HEALTH CARE INC
 
042921338 3 Yes   0 0
(E) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC
 
043466314 3 Yes   0 0
(F) THE BRIGHAM AND WOMEN'S HOSPITAL INC
 
042312909 3 Yes   0 0
(G) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC
 
042768256 3 Yes   0 0
(H) NEWTON-WELLESLEY HOSPITAL INC
 
042103611 3 Yes   0 0
(I) CD PRACTICE ASSOCIATES INC
 
043194547 3 Yes   0 0
(J) VNA & HOSPICE OF COOLEY DICKINSON INC
 
042104788 3 Yes   0 0
Total 10 0 0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.)..            
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 section 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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.) ..            
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
ORGANIZATIONS SUPPORTED ENTITY: PARTNERS MEDICAL INTERNATIONAL, INC. (I) NAME OF SUPPORTED ORGANIZATION: PARTNERS HEALTHCARE SYSTEM, INC. (II) EIN: 04-3230035 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: THE MGH HEALTH SERVICES CORPORATION (I) NAME OF SUPPORTED ORGANIZATION: THE MASSACHUSETTS GENERAL HOSPITAL (II) EIN: 04-1564655 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: NANTUCKET COTTAGE HOSPITAL FOUNDATION, INC. (I) NAME OF SUPPORTED ORGANIZATION: NANTUCKET COTTAGE HOSPITAL (II) EIN: 04-2103823 (III) TYPE OF ORGANIZATION: 03 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: PARTNERS MEDICAL INTERNATIONAL, INC. (I) NAME OF SUPPORTED ORGANIZATION: PARTNERS HEALTHCARE SYSTEM, INC. (II) EIN: 04-3230035 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: MCLEAN HEALTHCARE, INC. (I)NAME OF SUPPORTED ORGANIZATION: PARTNERS HEALTHCARE SYSTEM, INC. (II) EIN: 04-3230035 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: BIOSCIENCES RESEARCH FOUNDATION, INC. (I) NAME OF SUPPORTED ORGANIZATION: BRIGHAM AND WOMEN'S HEALTH CARE, INC. (II) EIN: 04-2921338 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: BWH RESEARCH, INC. (I) NAME OF SUPPORTED ORGANIZATION: BRIGHAM AND WOMEN'S HEALTH CARE, INC. (II) EIN: 04-2921338 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: BRIGHAM PATHOLOGY RESEARCH AND EDUCATION FOUNDATION, INC. (I) NAME OF SUPPORTED ORGANIZATION: BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC. (II) EIN: 04-3466314 (III) TYPE OF ORGANIZATION: 09 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: BRIGHAM MEDICAL RESEARCH AND EDUCATION FOUNDATION, INC. (I) NAME OF SUPPORTED ORGANIZATION: BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC. (II) EIN: 04-3466314 (III) TYPE OF ORGANIZATION: 09 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: PARTNERS CONTINUING CARE, INC. (I) NAME OF SUPPORTED ORGANIZATION: PARTNERS HEALTHCARE SYSTEM, INC. (II) EIN: 04-3230035 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: NORTH SHORE PHYSICIANS GROUP, INC. (I) NAME OF SUPPORTED ORGANIZATION: PARTNERS HEALTHCARE SYSTEM, INC. (II) EIN: 04-3230035 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC. (I) NAME OF SUPPORTED ORGANIZATION: PARTNERS HEALTHCARE SYSTEM, INC. (II) EIN: 04-3230035 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: NEWTON-WELLESLEY AMBULATORY SERVICES, INC (I) NAME OF SUPPORTED ORGANIZATION: NEWTON-WELLESLEY HOSPITAL (II) EIN: 04-2103611 (III) TYPE OF ORGANIZATION: 03 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: NSMC HEALTHCARE, INC. (I) NAME OF SUPPORTED ORGANIZATION: PARTNERS HEALTHCARE SYSTEM, INC. (II) EIN: 04-3230035 (III) TYPE OF ORGANIZATION: 07 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES ENTITY: COOLEY DICKINSON HEALTH CARE CORPORATION (I) NAME OF SUPPORTED ORGANIZATION: COOLEY DICKINSON HOSPITAL, INC. (II) EIN: 22-2617175 (III) TYPE OF ORGANIZATION: 03 (IV) ORGANIZATION LISTED IN GOVERNING DOCUMENTS: YES (V) NOTIFY ORGANIZATION OF YOUR SUPPORT: YES (VI) ORGANIZED IN THE US: YES
Schedule A (Form 990 or 990-EZ) 2015


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
2015
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number
90-0656139
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


(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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (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) 2015


Schedule C (Form 990 or 990-EZ) 2015
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 on 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)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
631,682
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
631,682
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
LOBBYING EXPENSES THE CORPORATION MAY ON OCCASION REVIEW PROPOSED LEGISLATION FOR THE PURPOSE OF DETERMINING THE EFFECT UPON ITS TAX-EXEMPT PURPOSES. THE CORPORATION MAY ON OCCASION ALSO APPEAR BEFORE A LEGISLATIVE COMMITTEE, CONFER WITH LEGISLATORS OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION. HOWEVER, IT WILL NOT PARTICIPATE, IN ANY WAY, IN POLITICAL CAMPAIGNS. THE CORPORATION'S INVOLVEMENT IN LEGISLATIVE ACTIVITIES CONSTITUTES AN INSUBSTANTIAL PART OF ITS ACTIVITIES. IN ADDITION, NELSON MULLINS RILEY & SCARBOROUGH LLP ("NELSON MULLINS") IS PROVIDING STRATEGIC COUNSELING AND PUBLIC POLICY REPRESENTATION TO THE HOME BASE PROGRAM ON A PRO BONO BASIS. NELSON MULLINS WILL ADVOCATE FOR THE HOME BASE PROGRAM BEFORE SELECTED MEMBERS OF CONGRESS AS WELL AS HELPING THE HOME BASE PROGRAM BUILD RELATIONSHIPS IN THE DEFENSE INDUSTRY. THE MAJORITY OF THE FUNDS EXPENDED FOR LOBBYING ACTIVITIES WERE FOR PAYMENTS MADE TO THE MASSACHUSETTS HOSPITAL ASSOCIATION, WHICH DETERMINED THAT DURING FISCAL YEAR 2016 32.43% OF ITS MEMBERSHIP DUES WERE USED FOR LOBBYING PURPOSES.
Schedule C (Form 990 or 990EZ) 2015


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," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2015

Schedule D (Form 990) 2015
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" on 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  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,980,532,089 2,017,884,170 1,879,867,173 1,743,211,839 1,601,592,324
b Contributions ... 108,124,301 117,220,932 63,279,981 37,627,277 44,689,578
c Net investment earnings, gains, and losses 137,625,554 -71,620,457 165,579,197 173,355,610 173,953,391
d Grants or scholarships ... 0        
e Other expenditures for facilities
and programs ...
91,920,278 82,952,557 90,842,181 77,206,484 77,023,454
f Administrative expenses .... 120,543        
g End of year balance ...... 2,134,241,123 1,980,532,088 2,017,884,170 1,876,988,242 1,743,211,839
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet45.000 %
b
Permanent endowment SchDMd Bullet55.000 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages on 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)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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' on 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 ... 19,013,253 140,665,902 159,679,155
b Buildings 10,312,990 5,730,467,513 2,943,484,306 2,797,296,197
c Leasehold improvements   346,095,394 217,400,576 128,694,818
d Equipment ...   1,981,460,198 741,959,054 1,239,501,144
e Other ...   903,897,505 12,054,040 891,843,465
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 5,217,014,779
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on 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) INV IN PARTNERS POOLED ACCTS
6,263,871,765 F

(B) INVESTED CASH EQUIVALENTS
59,197,248 F

(C) EQUITIES
201,052,715 F

(D) US GOVT & OTHER FIXED INC SEC
54,693,567 F

(E) PRIVATE PARTNERSHIPS & OTHER
24,724,941 F
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 6,603,540,236
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEF FINANCING/ACQUIS COSTS 6,866
(2) DUE FROM AFFILIATES 232,982,322
(3) INV IN NET ASSESTS OF AFFIL 1,027,369,641
(4) OTHER ASSETS 570,257,536
(5) INTER-ENTITY NOTE RECEIVABLE 4,109,193
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,834,725,558
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
DUE TO AFFILIATES 453,198,544
PARTNERS HEALTHCARE SYSTEM CAP 3,557,213,484
DUE TO 3RD PARTY PAYORS 7,444,303
CURRENT PORTION OF SETTLEMENT 75,080,892
UNEXPENDED FUNDS ON RESEARCH GRANTS 247,423,519
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,340,360,742
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
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  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
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  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  

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
COLLECTIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS: THE ORGANIZATION MAINTAINS COLLECTIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS. THE COLLECTIONS ARE COMPRISED PRINCIPALLY OF MEDICAL ARTIFACTS AND ANTIQUITIES INCLUDING SURGICAL EQUIPMENT. THE COLLECTIONS ALSO INCLUDE WORKS OF ART INCLUDING SCULPTURES, PICTURES, PORTRAITS AND PLAQUES. THESE ITEMS WERE OBTAINED BY THE ORGANIZATION OVER MANY YEARS PRIMARILY THROUGH DONATIONS. THE VALUE OF THESE ITEMS IS NOT CONSIDERED MATERIAL TO THE FINANCIAL STATEMENTS OF THE ORGANIZATION.
COLLECTIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS: THE ORGANIZATION'S COLLECTION EXPLORES THE EVOLUTION OF HEALTHCARE AND MEDICINE AT MASSACHUSETTS GENERAL HOSPITAL (MGH). EXHIBITS AND PROGRAMS ALLOW VISITORS TO FOLLOW MGH'S HISTORY OF RESEARCH, PATIENT CARE AND MEDICAL DISCOVERY ACROSS THREE CENTURIES AND ARE IN FURTHERANCE OF THE ORGANIZATIONS TEACHING MISSION.
INTENDED USE OF ENDOWMENTS THE ENDOWMENT FUNDS OF PARTNERS HEALTHCARE SYSTEM, INC. AND AFFILIATES ARE USED IN FURTHERANCE OF ITS TAX-EXEMPT MISSIONS OF PATIENT CARE, RESEARCH AND EDUCATION.
FIN 48(ASC 740) FOOTNOTE THERE IS NO FIN 48 FOOTNOTE DISCLOSURE IN THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF PARTNERS HEALTHCARE SYSTEM, INC. AND AFFILIATES.
Schedule D (Form 990) 2015


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
2015
Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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 & THE CARRIBEAN   0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 77,234
CENTRAL AMERICA & THE CARRIBEAN   0 PROGRAM SERVICES JOINTLY OWNED FOR INS. 100,081,031
CENTRAL AMERICA & THE CARRIBEAN   0 PROGRAM SERVICES INTERNATIONAL GRANTS 467,616
EAST ASIA AND THE PACIFIC   0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 1,415,651
EAST ASIA AND THE PACIFIC   0 PROGRAM SERVICES INTERNATIONAL GRANTS 1,630,875
EUROPE   1 PROGRAM SERVICES PAT. CARE, RES. & EDUC 5,764,248
EUROPE   0 PROGRAM SERVICES INTERNATIONAL GRANTS 4,768,903
MIDDLE EAST AND NORTH AFRICA   0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 322,161
MIDDLE EAST AND NORTH AFRICA   0 PROGRAM SERVICES INTERNATIONAL GRANTS 126,414
NORTH AMERICA   0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 8,907,248
NORTH AMERICA   0 PROGRAM SERVICES INTERNATIONAL GRANTS 314,274
RUSSIA AND NEWLY INDEPENDENT STATES   0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 33,016
RUSSIA AND NEWLY INDEPENDENT STATES   0 PROGRAM SERVICES INTERNATIONAL GRANTS 10,040
SOUTH AMERICA   0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 120,939
SOUTH AMERICA   0 PROGRAM SERVICES INTERNATIONAL GRANTS 3,109,446
SOUTH ASIA   2 PROGRAM SERVICES PAT. CARE, RES. & EDUC 100,423
SOUTH ASIA   0 PROGRAM SERVICES INTERNATIONAL GRANTS 2,898,571
SUB-SAHARAN AFRICA   39 PROGRAM SERVICES PAT. CARE, RES. & EDUC 455,965
SUB-SAHARAN AFRICA   0 PROGRAM SERVICES INTERNATIONAL GRANTS 14,514,821
3a Sub-total ..... 0 1 114,527,719
b Total from continuation sheets to Part I ... 0 41 30,591,157
c Totals (add lines 3a and 3b) 0 42 145,118,876
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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)
(a)(c) Region (b)(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)
CENTRAL AMERICA AND THE CARIBBEAN RESEARCH 349,001 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH 1,101,898 WIRE TRANSFER      
EUROPE RESEARCH 4,322,552 WIRE TRANSFER      
MIDDLE EAST AND NORTH AFRICA RESEARCH 86,558 WIRE TRANSFER      
NORTH AMERICA RESEARCH 267,375 WIRE TRANSFER      
SOUTH AMERICA RESEARCH 3,085,498 WIRE TRANSFER      
SOUTH ASIA RESEARCH 2,847,672 WIRE TRANSFER      
SUB-SAHARAN AFRICA RESEARCH 14,216,079 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
 
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 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)
MEDICAL RESEARCH CENTRAL AMERICA AND THE CARIBBEAN 8 118,615 WIRE TRANSFER      
MEDICAL RESEARCH EAST ASIA AND THE PACIFIC 8 528,977 WIRE TRANSFER      
MEDICAL RESEARCH EUROPE (INCLUDING ICELAND & GREENLAND) 53 553,858 WIRE TRANSFER      
MEDICAL RESEARCH MIDDLE EAST AND NORTH AFRICA 4 39,856 WIRE TRANSFER      
MEDICAL RESEARCH NORTH AMERICA 8 53,499 WIRE TRANSFER      
MEDICAL RESEARCH SOUTH AMERICA 2 23,948 WIRE TRANSFER      
MEDICAL RESEARCH SOUTH ASIA 6 50,899 WIRE TRANSFER      
MEDICAL RESEARCH SUB-SAHARAN AFRICA 31 459,923 WIRE TRANSFER      
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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 separately 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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
ACCOUNTING METHOD THE ORGANIZATION USES THE BOOK VALUE METHOD TO REPORT FOREIGN EXPENDITURES TO BE CONSISTENT WITH THE REPORTING USED FOR THE FINANCIAL STATEMENTS.
MONITORING OF FUNDS RESEARCH GRANTS PROVIDED TO FOREIGN ORGANIZATIONS IN THE FORM OF A STANDARD SUBCONTRACT AGREEMENT CONVEY THE AWARD TERMS AND CONDITIONS INCLUDING REPORTING REQUIREMENTS OF THE ORIGINATING FEDERAL, FOUNDATION OR INDUSTRY SPONSOR. AS SUCH, THE FOREIGN ORGANIZATION IS REQUIRED TO FULLY COMPLY WITH THE TERMS OF THE SUBCONTRACT AS A CONDITION OF INITIAL AND ON-GOING PARTICIPATION IN THE RESEARCH PROGRAM. NEW FOREIGN ORGANIZATIONS ARE REQUIRED TO DEMONSTRATE ADMINISTRATIVE, FINANCIAL, AND PROGRAMMATIC CAPACITY TO MANAGE SUBCONTRACT TERMS PRIOR TO EXECUTING AGREEMENTS. PARTNERS HEALTHCARE ROUTINELY MONITORS SUBCONTRACTS ISSUED TO FOREIGN ORGANIZATIONS AND CONVENES AN ANNUAL MEETING TO REPORT RESULTS TO PARTNERS HEALTHCARE RESEARCH MANAGEMENT AND COMPLIANCE LEADERSHIP.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
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" on 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 arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
Part I
Fundraising Activities. Complete if the organization answered "Yes" on 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
 
RAFANELLI EVENTS
867 BOYLSTON ST
 
BOSTON, MA02116
FUNDRAISING STRATEGY   No 3,743,303 43,000 3,700,303
 
ALTSHULERSTAATS LLC
61 DEAN RD
 
BROOKLINE, MA02445
FUNDRAISING STRATEGY   No 0 5,013 0
 
BENTZ WHALEY FLESSNER
2461 S CLARK ST 910
 
ARLINGTON, VA22202
FUNDRAISING STRATEGY   No 0 67,730 0
 
CHANGING OUR WORLD INC
855 BOYLSTON ST
 
BOSTON, MA02116
FUNDRAISING STRATEGY   No 0 30,000 0
 
EDWARD R GARGIULO
115 BROAD STREET 4TH FLOOR
 
BOSTON, MA02110
FUNDRAISING STRATEGY   No 0 7,125 0
 
ELIZABETH A GARVIN
17 BRATTLE STREET
 
CAMBRIDGE, MA02138
FUNDRAISING STRATEGY   No 0 6,000 0
 
GREENOUGH COMMUNICATIONS
1 BROOK ST
 
WATERTOWN, MA02472
FUNDRAISING STRATEGY   No 0 55,000 0
 
SUSAN HEALEY PAYSON
450 BROOKLINE AVE
 
BOSTON, MA02215
FUNDRAISING STRATEGY   No 0 6,500 0
 
EVE K NICOLS
14 BASKIN RD
 
LEXINGTON, MA02421
FUNDRAISING STRATEGY   No 0 15,438 0
 
COMMUNITY COUNSELLING SER (CCS)
101 MAIN ST
 
MEDFORD, MA02155
FUNDRAISING STRATEGY   No 0 99,000 0
Total . . . . . . . . . . . . . . . . . . . . right arrow 3,743,303 334,806 3,700,303
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, AL, AR, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MD, MI, MN, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.




VerticalRevenue
(a) Event #1

2016 POPS
(event type)
(b) Event #2

2016 MGH GALA
(event type)
(c) Other events

214
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

2,928,514

2,266,603

23,101,982

28,297,099

2

Less: Contributions . . . .

2,658,647

2,061,153

21,614,897

26,334,697
3 Gross income (line 1 minus
line 2) . . . . . .

269,867

205,450

1,487,085

1,962,402



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .     1,887 1,887
6 Rent/facility costs . . . . 36,500 207,641 855,173 1,099,314
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 1,717,543 353,511 3,237,398 5,308,452
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 6,409,653
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -4,447,251
Part III
Gaming. Complete if the organization answered "Yes" on 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 . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

1,717,543

353,511

3,237,398

5,308,452


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct 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 conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
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
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$  
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) 2015
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" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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 criteria used 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) . . .
    121,772,250 20,226,166 101,546,084 0.900 %
b Medicaid (from Worksheet 3, column a) . . . . .     1,039,959,113 651,022,339 388,936,774 3.460 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     1,161,731,363 671,248,505 490,482,858 4.360 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     34,080,973 7,647,308 26,433,665 0.240 %
f Health professions education (from Worksheet 5) . . .     235,553,320 61,225,332 174,327,988 1.550 %
g Subsidized health services (from Worksheet 6) . . . .     34,100,000   34,100,000 0.300 %
h Research (from Worksheet 7) .     1,560,283,532 1,321,971,644 238,311,888 2.120 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     2,307,379   2,307,379 0.020 %
j Total. Other Benefits . .     1,866,325,204 1,390,844,284 475,480,920 4.230 %
k Total. Add lines 7d and 7j .     3,028,056,567 2,062,092,789 965,963,778 8.590 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
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            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
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
44,959,117
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
1,871,015,479
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
2,436,661,317
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-565,645,838
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) 2015
Schedule H (Form 990) 2015
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?13
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 THE GENERAL HOSPITAL CORPORATION
55 FRUIT STREET
BOSTON,MA02114
WWW.MASSGENERAL.ORG
04-2697983
X X X X   X X      
2 THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREET
BOSTON,MA02115
WWW.BRIGHAMANDWOMENS.ORG
04-2312909
X X X X   X X      
3 NORTH SHORE MEDICAL CENTER INC
81 HIGHLAND AVENUE
SALEM,MA01970
WWW.NSMC.PARTNERS.ORG
04-3399616
X X X X   X X      
4 NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STREET
NEWTON,MA02462
WWW.NWH.ORG
04-2103611
X X X X   X X      
5 BRIGHAM AND WOMEN'S FAULKNER HOSPITAL
1153 CENTRE STREET
BOSTON,MA02130
WWW.BRIGHAMANDWOMENSFAULKNER.ORG
04-2768256
X X   X   X X      
6 THE MCLEAN HOSPITAL CORPORATION
115 MILL STREET
BELMONT,MA02478
WWW.MCLEANHOSPITAL.ORG
04-2697981
X     X   X        
7 THE SPAULDING REHABILITATION HOSPITAL
300 FIRST AVENUE
CHARLESTOWN,MA02129
WWW.SPAULDINGNETWORK.ORG
04-2551124
X               REHAB. FACILITY  
8 REHABILITATION HOSPITAL OF THE CAPE
311 SERVICE ROAD
EAST SANDWICH,MA02537
WWW.SPAULDINGNETWORK.ORG
04-3071419
X               REHAB. FACILITY  
9 SPAULDING HOSPITAL - CAMBRIDGE INC
1575 CAMBRIDGE STREET
CAMBRIDGE,MA02138
WWW.SPAULDINGNETWORK.ORG
27-0273715
X               REHAB. FACILITY  
10 NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREET
NANTUCKET,MA02554
WWW.NANTUCKETHOSPITAL.ORG
04-2103823
X           X      
11 MARTHA'S VINEYARD HOSPITAL
LINTON LANE PO BOX 1477
OAK BLUFFS,MA02557
WWW.MVHOSPITAL.COM
04-2104691
X       X   X      
12 NORTH SHORE MEDICAL CENTER INC
500 LYNNFIELD STREET
LYNN,MA01904
WWW.NSMC.PARTNERS.ORG
04-3399616
X X X X   X X      
13 COOLEY DICKINSON HOSPITAL INC
30 LOCUST STREET
NORTHHAMPTON,MA01060
WWW.COOLEY-DICKINSON.ORG
22-2617175
X X         X      
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
THE GENERAL HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
THE GENERAL HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

THE GENERAL HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
THE BRIGHAM AND WOMEN'S HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
2
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
THE BRIGHAM AND WOMEN'S HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

THE BRIGHAM AND WOMEN'S HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
3
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 14
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
NEWTON-WELLESLEY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
4
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 14
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
NEWTON-WELLESLEY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

NEWTON-WELLESLEY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
BRIGHAM AND WOMEN'S FAULKNER HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
5
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
BRIGHAM AND WOMEN'S FAULKNER HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

BRIGHAM AND WOMEN'S FAULKNER HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
THE MCLEAN HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
6
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
THE MCLEAN HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

THE MCLEAN HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
THE SPAULDING REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
7
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 14
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
THE SPAULDING REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

THE SPAULDING REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
REHABILITATION HOSPITAL OF THE CAPE
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
8
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
REHABILITATION HOSPITAL OF THE CAPE
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

REHABILITATION HOSPITAL OF THE CAPE
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
SPAULDING HOSPITAL - CAMBRIDGE INC
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
9
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
SPAULDING HOSPITAL - CAMBRIDGE INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

SPAULDING HOSPITAL - CAMBRIDGE INC
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
NANTUCKET COTTAGE HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
10
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 14
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
NANTUCKET COTTAGE HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

NANTUCKET COTTAGE HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
MARTHA'S VINEYARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
11
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
MARTHA'S VINEYARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

MARTHA'S VINEYARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
12
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 14
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 14
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
COOLEY DICKINSON HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
13
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCHEDULE H SUPPLEMENTAL INFO
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
COOLEY DICKINSON HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SCHEDULE H SUPPLEMENTAL INFO
b
SEE SCHEDULE H SUPPLEMENTAL INFO
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

COOLEY DICKINSON HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 7
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
PART V, SECTION B, LINE 5: THE GENERAL HOSPITAL CORPORATION:BEGINNING FEBRUARY, 2016, MGH CCHI WORKED WITH ITS MULTI-SECTOR COMMUNITY COALITIONS TO REVIEW AND ANALYZE QUANTITATIVE DATA. MGH CCHI THEN CONDUCTED INTERVIEWS AND FOCUS GROUPS WITH OVER 200 YOUTH, MENTAL HEALTH EXPERTS, AND THOSE WORKING WITH YOUTH TO PROVIDE INSIGHT INTO THE ISSUES. WE BROUGHT THAT DATA BACK TO THE COALITIONS AND RESEARCHED THE FACTORS IN THE PUBLIC HEALTH LITERATURE THAT CREATE RISK OR PROTECTION FOR OR AGAINST SUBSTANCE USE AND DEPRESSION. WE THEN ASKED THE COMMUNITIES OVER THE COURSE OF TWO MEETINGS TO PRIORITIZE THE FACTORS MOST RELEVANT IN THEIR COMMUNITIES. BASED ON THOSE FACTORS, THE COALITIONS DEVELOPED STRATEGIES TO EITHER STRENGTHEN THE PROTECTIVE FACTORS OR REDUCE THE RISK FACTORS.THE BRIGHAM AND WOMEN'S HOSPITAL, INC.:IN 2016, BRIGHAM AND WOMEN'S HOSPITAL (BWH) EMBARKED ON A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION PLANNING PROCESS TO INFORM COMMUNITY-BASED EFFORTS AS WELL AS TO ADHERE TO REQUIREMENTS SET BY THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (THE ACT). THIS WORK BUILDS UPON THE FOUNDATION OF PAST ASSESSMENT WORK AND CURRENT INVESTMENTS IN ADVANCING HEALTH IN THE BWH PRIORITY NEIGHBORHOODS (DORCHESTER, JAMAICA PLAIN, MATTAPAN, MISSION HILL AND ROXBURY). THESE NEIGHBORHOODS ARE CITED IN THE HOSPITAL'S COMMUNITY BENEFIT MISSION AS A FOCUS FOR EFFORT WITH RESIDENTS WHO EXPERIENCE DISPROPORTIONATELY HIGH RATES OF POVERTY, UNEMPLOYMENT AND CHRONIC DISEASE. BWH HAS A LONG-STANDING COMMITMENT TO PROMOTING HEALTH EQUITY AND REDUCING HEALTH DISPARITIES FOR PATIENTS, FAMILIES, EMPLOYEES, AND VULNERABLE MEMBERS OF THE COMMUNITY. AS PART OF THIS COMMITMENT, THE BWH CENTER FOR COMMUNITY HEALTH AND HEALTH EQUITY (CCHHE) WAS ESTABLISHED IN 1991 TO SERVE AS THE COORDINATING DEPARTMENT FOR COMMUNITY HEALTH PROGRAMS AND TO ACT AS A LIAISON FOR COMMUNITY-BASED ORGANIZATIONS AND THE HOSPITAL. THE CENTER WORKS IN PARTNERSHIP WITH OTHER HOSPITAL DEPARTMENTS AND WITH COMMUNITY HEALTH CENTERS, SCHOOLS, AND COMMUNITY-BASED ORGANIZATIONS TO IDENTIFY BARRIERS TO HEALTH AND RELATED SERVICES TO ADDRESS THE SOCIAL FACTORS CONTRIBUTING TO HEALTH AND WELL-BEING. THE CENTER'S PROGRAMS HAVE EVOLVED OVER THE PAST TWO DECADES AND INCLUDE EFFORTS AIMED AT ELIMINATING INEQUITIES IN INFANT MORTALITY, AND CANCER; PROMOTING YOUTH DEVELOPMENT AND EMPLOYMENT THROUGH EDUCATION AND CAREER OPPORTUNITIES; CURBING THE CYCLE OF VIOLENCE IN OUR COMMUNITIES AND IMPROVING KNOWLEDGE OF HEALTHY HABITS AND BEHAVIORS.NORTH SHORE MEDICAL CENTER, INC. - BOTH NSMC FACILITIES:THE COMMUNITY HEALTH NEEDS ASSESSMENT UTILIZED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING DATA ON SOCIAL, ECONOMIC, AND HEALTH INDICATORS IN THE REGION. TO DELVE DEEPER INTO BEHAVIORAL HEALTH ISSUES, WHICH WERE IDENTIFIED AS A PRIORITY NEED IN NSMC'S PREVIOUS (2012) CHNA, QUALITATIVE DATA WAS COLLECTED THROUGH INTERVIEWS WITH TWELVE STAKEHOLDERS FROM THE HEALTH CARE, EDUCATION AND SOCIAL SERVICE SECTORS AS WELL AS ONE FOCUS GROUP CONDUCTED WITH COMMUNITY RESIDENTS WHO HAD LIVED EXPERIENCES WITH BEHAVIORAL HEALTH ISSUES.NEWTON-WELLESLEY HOSPITAL:THE COMMUNITY HEALTH NEEDS ASSESSMENT UTILIZED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING DATA ON SOCIAL, ECONOMIC, AND HEALTH INDICATORS IN THE REGION AS WELL AS INFORMATION FROM FIVE FOCUS GROUPS CONDUCTED WITH COMMUNITY RESIDENTS AND LEADERS, AND TWELVE INTERVIEWS WITH COMMUNITY STAKEHOLDERS. FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS FROM ACROSS THE SIX MUNICIPALITIES THAT COMPRISE THE NEWTON-WELLESLEY HOSPITAL SERVICE AREA, AND WITH A RANGE OF PARTICIPANTS REPRESENTING DIFFERENT AUDIENCES, INCLUDING LEADERS IN EDUCATION, HEALTH CARE, AND SOCIAL SERVICE ORGANIZATIONS. ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED APPROXIMATELY 40 PARTICIPANTS.BRIGHAM AND WOMEN'S FAULKNER HOSPITAL:BRIGHAM AND WOMEN'S FAULKNER HOSPITAL'S 2016 COMMUNITY HEALTH ASSESSMENT (CHA) VALUES ALL THE FACTORS WITHIN ITS COMMUNITIES THAT INFLUENCE HEALTH. IT IS IMPORTANT TO INCORPORATE THE SOCIAL, ECONOMIC, AND ENVIRONMENTAL INFLUENCES ON HEALTH OUTCOMES. DATA COLLECTION FOR THIS CHA INVOLVED BOTH QUANTITATIVE AND QUALITATIVE DATA TO HELP IDENTIFY ALL ASPECTS OF THE COMMUNITY THAT IMPACT THE HEALTH OF ITS PRIORITY COMMUNITIES. DURING THE COLLECTION OF BOTH QUALITATIVE AND QUANTITATIVE DATA, SOCIAL DETERMINANTS OF HEALTH WERE LARGE AREAS OF FOCUS. QUANTITATIVE DATA THE BWFH CHA USES SEVERAL SECONDARY DATA SOURCES TO PULL INFORMATION ON HEALTH INDICATORS, AS WELL AS SOCIAL, ECONOMIC, AND ENVIRONMENTAL FACTORS IN THE COMMUNITY. THE PRIMARY SOURCE OF THE QUANTITATIVE DATA IS A NEIGHBORHOOD LEVEL DATA ANALYSIS FROM THE BOSTON PUBLIC HEALTH COMMISSION AS WELL AS RACE LEVEL DATA OBTAINED FROM THE 2014-15 HEALTH OF BOSTON REPORT. THE BOSTON PUBLIC HEALTH COMMISSION EXTRACTS ITS INFORMATION FROM VARIOUS SOURCES INCLUDING BUT NOT LIMITED TO: U.S. CENSUS, BOSTON BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY 2013, MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, HOSPITAL UTILIZATION DATA.QUALITATIVE DATA IN THE FALL OF 2015, BWFH CONDUCTED A QUALITY OF LIFE SURVEY (2016 BWFH QOL SURVEY). SEE APPENDIX 1. OVER A 4-WEEK PERIOD, THE SURVEY WAS DISTRIBUTED AT VARIOUS COMMUNITY EVENTS IN BWFH'S 4 PRIORITY COMMUNITIES. A TOTAL OF 158 SURVEYS WERE COMPLETED. THE DATA WERE ANALYZED IN THE SPRING OF 2016 USING SPSS VERSION 24.0. ADDITIONALLY, BOTH NEIGHBORHOOD FOCUS GROUPS AND ONE-ON-ONE KEY INFORMANT INTERVIEWS WERE HELD TO SPARK THOUGHTFUL AND INSIGHTFUL CONVERSATION TO DISCUSS STRENGTHS AND CHALLENGES OF SUB-SETS OF THE COMMUNITY. FOCUS GROUPS WERE COMPROMISED OF 6-15 PARTICIPANTS. THESE GROUPS WERE GIVEN A BASIC BACKGROUND TO THE ASSESSMENT PROCESS AND ASKED A SERIES OF QUESTIONS. KEY INFORMANT PARTICIPANTS HAVE INCREASED KNOWLEDGE OF A SPECIFIC SUBSET OF THE COMMUNITY OR ASPECT OF THE COMMUNITY BASED ON THEIR ROLE, EXPERIENCE OR INSIGHT (SEE APPENDIX 3). IN ONE-ON-ONE KEY INFORMANT INTERVIEWS, THE AVERAGE INTERVIEW WAS 50 MINUTES WITH A SERIES OF QUESTIONS.MCLEAN HOSPITAL CORPORATION:DUE TO MCLEAN'S HIGHLY SPECIALIZED MISSION AND SERVICES, WE RELY PRIMARILY ON COMMUNITY, REGIONAL AND STATE-WIDE PUBLIC HEALTH AND COMMUNITY NEEDS ASSESSMENTS AS WELL AS FEEDBACK FROM CHNA 17 AND MIDDLEBOROUGH TOWN OFFICIALS. NEEDS ASSESSMENTS INCLUDE:COMMUNITY / REGIONAL- MOUNT AUBURN HOSPITAL COMMUNITY NEEDS ASSESSMENT (SEPTEMBER 2015)HTTP://WWW.MOUNTAUBURNHOSPITAL.ORG/APP/FILES/PUBLIC/746/MOUNT-AUBURN-HOSPITALCOMMUNITY-HEALTH-NEEDS-ASSESSMENT-2015.PDF AND CHNA 17'S FOLLOW-UP PLANNING DOCUMENT THAT LEVERAGES AND EXTENDS THE MOUNT AUBURN HOSPITAL COMMUNITY NEEDS ASSESSMENT AND INCLUDES STAKEHOLDER INTERVIEWS. WE HAVE ALSO HAD IN-DEPTH DISCUSSIONS WITH CHNA 17 LEADERSHIP ABOUT THEIR COMMUNITY INPUT AND PLANNING PROCESSES AND THEIR FINANCIAL SUPPORT OF PROGRAMS THAT ADDRESS MENTAL HEALTH NEEDS.- NEWTON WELLESLEY HOSPITAL 2014 COMMUNITY HEALTH NEEDS ASSESSMENT (JANUARY 21, 2015)HTTP://WWW.NWH.ORG/GEDOWNLOAD /NWH%20DRAFT%20CHNA%20REPORT_1%2021%2015%20TM%20FINAL.PDF?ITEM_ID=47540384&VERSION_ID=47540385STATE- COMMONWEALTH OF MASSACHUSETTS ACTION PLAN TO ADDRESS THE OPIOID EPIDEMIC IN THECOMMONWEALTH (JUNE 22, 2015) AND UPDATE (JANUARY 8, 2016)HTTP://WWW.MASS.GOV/EOHHS/DOCS/DPH/STOP-ADDICTION/OPIOID-EPIDEMIC-ACTION-PLAN.PDFHTTP://WWW.MASS.GOV/EOHHS/DOCS/DPH/STOP-ADDICTION/ACTION-PLAN-UPDATE.PDF- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH OPIOID-RELATED OVERDOSE DATAHTTP://WWW.MASS.GOV/EOHHS/GOV/DEPARTMENTS/DPH/STOP-ADDICTION/CURRENT-STATISTICS.HTML- TASK FORCE ON BEHAVIORAL HEALTH DATA POLICIES AND LONG TERM STAYS: FINAL REPORT TO THEHEALTH POLICY COMMISSION, THE JOINT COMMITTEE ON MENTAL HEALTH AND SUBSTANCE ABUSE AND THE JOINT COMMITTEE ON HEALTH CARE FINANCING (JUNE 2015)WWW.CHIAMASS.GOV/ASSETS/UPLOADS/BHTF-FINAL-REPORT-2015-6-29.DOCX- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH: STATE HEALTH PLAN: BEHAVIORAL HEALTH(DECEMBER 2014).HTTP://WWW.MASS.GOV/EOHHS/DOCS/DPH/HEALTH-PLANNING/HPC/DELIVERABLE/BEHAVIORAL-HEALTHSTATE- HEALTH-PLAN.PDF- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH ISSUE BRIEFS: MASSACHUSETTS BEHAVIORAL HEALTH ANALYSIS (SEPTEMBER 22, 2014)HTTP://WWW.MASS.GOV/EOHHS/DOCS/DPH/HEALTH-PLANNING/HPC/2014/ISSUE-BRIEFS-SEPT-22.PDF- BEHAVIORAL HEALTH INTEGRATION TASK FORCE REPORT TO THE LEGISLATURE AND HEALTH POLICYCOMMISSION (JULY 2013)HTTP://WWW.MASS.GOV/ANF/DOCS/HPC/QUIPP/BEHAVIORAL-HEALTH-INTEGRATION-TASK-FORCE-FINALREPORT- AND-RECOMMENDATIONS-JULY-2013.PDF- MCLEAN REVIEWED THE NEED FOR INPATIENT PSYCHIATRIC BEDS IN 2012-2013. WITH THE DECREASE IN STATE-FUNDED INPATIENT BEDS FROM 836 TO 658, AND INCREASING BACKUPS AND WAITING TIMES FOR PATIENTS IN EMERGENCY ROOMS, IT WAS VERY CLEAR THAT ADDITIONAL CAPACITY WAS NEEDED.
PART V, SECTION B, LINE 5 (CONTINUE): SPAULDING REHABILITATION HOSPITAL CORPORATION:THE 2015 CHNA IS THE SECOND ASSESSMENT SINCE THE PATIENT PROTECTION AND AFFORDABLE CARE ACT OF 2010 REQUIRED HOSPITALS TO CONDUCT CHNA'S EVERY THREE YEARS. THE GUIDELINES REQUIRE DIVERSE COMMUNITY PARTICIPATION TO IDENTIFY HEALTH PRIORITIES AND DEVELOP STRATEGIC IMPLEMENTATION PLANS. SPAULDING PARTNERED WITH THE MGH CENTER FOR COMMUNITY HEALTH IMPROVEMENT (CCHI) IN 2012 TO CONDUCT AN ASSESSMENT IN THE CHARLESTOWN AND USED A PLANNING PROCESS CALLED MAPP, MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS. THIS INTENSIVE PROCESS INCLUDED SEVERAL PHASES WITH EXTENSIVE COMMUNITY OUTREACH AND ENGAGEMENT AND PRIMARY DATA COLLECTION. THE WORK OF THE COMMUNITY ASSESSMENT COMMITTEES IN 2012 PROVIDED THE STRONG FOUNDATION FOR 2015. THE 2015 CHNA INCLUDED ENGAGING NEW AND EXISTING COMMUNITY PARTNERS WHO COLLECTED AND REVIEWED PRIMARY AND SECONDARY DATA. THESE INCLUDED: 1) QUALITY OF LIFE SURVEY: AVAILABLE IN ENGLISH , SPANISH, ARABIC & CHINESE - 391-428 RESPONSES 2) PUBLIC HEALTH DATA: DEPARTMENT OF PUBLIC HEALTH, MGH PATIENT DATA, POLICE DATA & SCHOOL 3) FOCUS GROUPS: 4 FOCUS GROUPS INCLUDING 42 PARTICIPANTS FROM CHARLESTOWN THE GOALS OF THE 2015 CHNA WERE TO: 1) IDENTIFY THE HEALTH NEEDS, ASSETS AND FORCES OF CHANGE IN CHARLESTOWN 2) ENGAGE COMMUNITY MEMBERS THROUGH THE PROCESS 3) GAUGE THE COMMUNITIES' PROGRESS ON ADDRESSING THE 2012 CHNA PRIORITIES 4) DETERMINE 2015 PRIORITIES AND IMPLEMENTATION STRATEGY.REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION:QUANTITATIVE DATA: THE SCC CHA USES SEVERAL SECONDARY DATA SOURCES TO PULL INFORMATION ON HEALTH INDICATORS, AS WELL AS SOCIAL, ECONOMIC, AND ENVIRONMENTAL FACTORS IN THE COMMUNITY. THE MAJOR SOURCES OF QUANTITATIVE DATA USED IN THE SHC CHA ARE THE AMERICAN COMMUNITY SURVEY (2010-14), THE 2010 CENSUS, THE BUREAU OF LABOR STATISTICS AND THE MASSACHUSETTS BUREAU OF SUBSTANCE ABUSE SERVICES (BSAS), MASSACHUSETTS HOSPITAL INPATIENT DISCHARGES (UHDDS), MASSACHUSETTS HOSPITAL EMERGENCY VISIT DISCHARGES, MASSACHUSETTS VITAL RECORDS MORTALITY, MASSACHUSETTS COMMUNICABLE DISEASE PROGRAM EPIDEMIOLOGY PROGRAM, MA BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM AND THE MA HEALTHY AGING DATABASE. A LITERATURE REVIEW OF PUBLISHED ARTICLES AND RESEARCH WAS ALSO CONDUCTED AS A PART OF THIS ASSESSMENT. CAPE COD HEALTHCARE IS CONDUCTING ITS OWN EXTENSIVE 2016-2018 COMMUNITY HEALTH ASSESSMENT FOR BARNSTABLE COUNTY AND HAS GENEROUSLY SHARED THE SECONDARY DATA IT COLLECTED WITH SCC FOR THE PURPOSES OF THE SCC CHA. WHEREVER POSSIBLE, THIS REPORT WILL INDICATE WHICH DATA POINTS WERE COLLECTED BY CCHC. SCC AND CAPE COD HEALTHCARE ARE WORKING TO IDENTIFY COMMON GOALS TO ADDRESS JOINTLY AND/OR WITH OTHER COMMUNITY PARTNERS.QUALITATIVE DATA: IN THE SPRING OF 2016, SCC DEVELOPED AND CONDUCTED A QUALITY OF LIFE SURVEY (2016 SCC QOL SURVEY) WITH THE ASSISTANCE OF PARTNERS COMMUNITY HEALTH. THE SURVEY WAS DESIGNED TO OBTAIN INFORMATION ABOUT COMMUNITY PERCEPTIONS OF THE QUALITY OF LIFE ON CAPE COD AND TO ENHANCE SPAULDING'S UNDERSTANDING OF THE SPECIFIC BARRIERS TO HEALTH AND WELLNESS THAT OLDER PERSONS, CAREGIVERS AND PERSONS WITH DISABILITIES FACE. FOR 2 MONTHS, THE SURVEY WAS AVAILABLE ONLINE AND HARD COPIES WERE MADE AVAILABLE THROUGHOUT THE HOSPITAL, AT SCC'S OUTPATIENT CENTERS, AND AT LOCAL EVENTS. THE SURVEY WAS DISTRIBUTED BY EMAIL TO SUPPORT GROUPS, SCC'S CONTACTS, AND ASSOCIATED GROUPS LOCATED IN SCC'S PRIORITY COMMUNITIES. A TOTAL OF 357 SURVEYS WERE COMPLETED. ADDITIONALLY, SPAULDING AND JSI CONDUCTED THREE PROVIDER/COMMUNITY FOCUS GROUPS, TO SPARK THOUGHTFUL AND INSIGHTFUL CONVERSATION ABOUT THE NEEDS AND CHALLENGES OF RESIDENTS LIVING ACROSS THE CAPE. THE TEAM ALSO CONDUCTED INTERVIEWS WITH KEY STAKEHOLDERS REPRESENTING UNDERSERVED POPULATIONS AND/OR SERVICES WITH SIGNIFICANT HEALTH IMPACTS. FINDINGS FROM ALL THESE FORUMS AND INTERVIEWS WERE COMBINED INTO A SINGLE REPORT BY JSI AND INCORPORATED INTO THIS REPORT.SPAULDING HOSPITAL - CAMBRIDGE:QUANTITATIVE DATA: THE SHC CHA USES SEVERAL SECONDARY DATA SOURCES TO PULL INFORMATION ON HEALTH INDICATORS, AS WELL AS SOCIAL, ECONOMIC, AND ENVIRONMENTAL FACTORS IN THE COMMUNITY. THE MAIN SOURCES OF QUANTITATIVE DATA ARE THE AMERICAN COMMUNITY SURVEY (2009-13), THE 2010 CENSUS, THE BUREAU OF LABOR STATISTICS AND THE CRIME IN THE UNITED STATES 2012 REPORT AND MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH MASSCHIP "HEALTH STATUS INDICATORS REPORTS". THE COMMUNITY COMMONS HEALTH INDICATORS REPORTING TOOL WAS UTILIZED IN THE CREATION OF THIS REPORT.QUALITATIVE DATA: IN THE SPRING OF 2016, SHC DEVELOPED AND CONDUCTED A QUALITY OF LIFE SURVEY (2016 SHC QOL SURVEY) WITH THE ASSISTANCE OF PARTNERS COMMUNITY HEALTH. THE SURVEY WAS DESIGNED TO PROVIDE INFORMATION ABOUT COMMUNITY PERCEPTIONS OF TOP COMMUNITY HEALTH ISSUES AND TO BETTER UNDERSTANDING THE SPECIFIC BARRIERS TO HEALTH AND WELLNESS THAT PERSONS WITH DISABILITIES FACE. OVER A 6-WEEK PERIOD, INDIVIDUALS WHO EITHER LIVE OR WORK IN THE SHC PRIORITY TOWNS WERE SURVEYED. THE SURVEY WAS AVAILABLE ONLINE AND PROMOTED THROUGH SHC'S SOCIAL MEDIA PROFILE AND DISTRIBUTED IN EMAIL BLASTS TO SHC'S CONTACTS AND ASSOCIATED GROUPS LOCATED IN SHC'S PRIORITY COMMUNITIES. A TOTAL OF 81 SURVEYS WERE COMPLETED. ADDITIONALLY, KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WERE HELD TO SPARK THOUGHTFUL AND INSIGHTFUL CONVERSATION ABOUT THE STRENGTHS OF AND CHALLENGES IN THE COMMUNITY. IN PARTICULAR, THE CAMBRIDGE PUBLIC HEALTH DEPARTMENT WAS CONSULTED AS A PART OF THIS PROCESS. ALTHOUGH THEIR 2014 COMMUNITY HEALTH NEEDS ASSESSMENT DID NOT FOCUS ON THE SPECIFIC NEEDS OF DISABLED PERSONS, THEY CONFIRMED THAT THE NEEDS IDENTIFIED BY THE ASSESSMENT (SEE PAST COMMUNITY HEALTH ASSESSMENTS ABOVE) WERE TRULY ISSUES THAT CUT ACROSS EVERY DEMOGRAPHIC AND SOCIAL SECTOR OF CAMBRIDGE RESIDENTS. SHC AND THE CAMBRIDGE PUBLIC HEALTH DEPARTMENT HOPE TO WORK MORE COLLABORATIVELY ON FUTURE NEEDS ASSESSMENTS.NANTUCKET COTTAGE HOSPITAL:QUANTITATIVE DATA - REVIEWING EXISTING SECONDARY DATA TO DESCRIBE THE SOCIO ECONOMIC AND HEALTH STATUS OF THE NANTUCKET COTTAGE HOSPITAL SERVICE AREA POPULATION, THIS REPORT DRAWS FROM AUTHORITATIVE SECONDARY DATA SOURCES AT THE COUNTY AND CITY LEVEL. SOURCES OF DATA INCLUDED, BUT WERE NOT LIMITED TO, COMMUNITY COMMONS, THE U.S. CENSUS, CENTERS FOR DISEASE CONTROL AND PREVENTION, COUNTY HEALTH RANKINGS, MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, HOUSING NANTUCKET, NATIONAL LOW INCOME HOUSING COALITION, AND THE F.B.I UNIFORM CRIME REPORTS. SOME OF THE DATA WERE EXTRACTED FROM THE COMMUNITY COMMONS WEBSITE, AND OTHERS WERE ACCESSED DIRECTLY. OTHER TYPES OF DATA INCLUDED A SELF REPORT OF HEALTH BEHAVIORS FROM LARGE, POPULATION BASED SURVEYS SUCH AS THE BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VITAL STATISTICS BASED ON BIRTH AND DEATH RECORDS. WHEN POSSIBLE, SECONDARY DATA ARE COMPARED TO STATE AVERAGES. QUALITATIVE DATA - FOCUS GROUPS AND SURVEYS IN MAY 2015, NANTUCKET COTTAGE HOSPITAL ORGANIZED TWO FOCUS GROUPS WITH COMMUNITY HEALTH AGENCIES AND ORGANIZATIONS, AS WELL AS A CROSS SECTION OF NANTUCKET RESIDENTS, TO SOLICIT INPUT ON THE ISLAND'S MOST PRESSING HEALTH NEEDS, COMMUNITY ASSETS, CHALLENGES, AND SOLUTIONS. THE FIRST FOCUS GROUP WAS HELD AT A REGULAR MEETING OF THE NANTUCKET HEALTHY COMMUNITY COLLABORATIVE, WHICH INCLUDES REPRESENTATION FROM A WIDE RANGE OF COMMUNITY STAKEHOLDERS - BOTH PUBLIC AGENCIES AND PRIVATE ORGANIZATIONS - THAT ARE COMMITTED TO ADDRESSING NANTUCKET'S HUMAN SERVICES NEEDS. THE SECOND FOCUS GROUP WAS CONDUCTED DURING A SPECIAL MEETING OF NANTUCKET COTTAGE HOSPITAL'S PATIENT AND FAMILY ADVISORY COUNCIL (PFAC). THE PFAC, A STANDING COMMITTEE OF NCH, SEEKS THE COMMUNITY'S FEEDBACK AND INVOLVEMENT TO IMPROVE CARE AT NCH, AND HELPS THE HOSPITAL FULFILL ITS MISSION TO MEET THE NEEDS OF AN INCREASINGLY DIVERSE AND EXPANDING NANTUCKET COMMUNITY. A SEMI STRUCTURED GUIDE WAS USED DURING BOTH FOCUS GROUP SESSIONS TO ENSURE CONSISTENCY IN THE TOPICS COVERED. THE SESSIONS WERE FACILITATED BY A MODERATOR, AND DETAILED NOTES WERE TAKEN DURING CONVERSATIONS. THE 2015 NANTUCKET QUALITY OF LIFE SURVEY WAS DISTRIBUTED THROUGHOUT ALL PATIENT WAITING AREAS WITHIN NANTUCKET COTTAGE HOSPITAL DURING THE MONTH OF MAY 2015 AND THE FIRST TWO WEEKS OF JUNE, AS WELL AS DURING THE ANNUAL NCH HEALTH FAIR ON MAY 2. THE START OF THE SURVEY PERIOD WAS ANNOUNCED IN THE ISLAND NEWSPAPER, THE INQUIRER AND MIRROR, AND POSTED ON A LOCAL MEDIA WEBSITE, THE NANTUCKET CHRONICLE. AN ELECTRONIC VERSION OF THE SURVEY WAS POSTED ON THE NCH WEB SITE DURING MAY AND JUNE, AS WELL AS THE TOWN OF NANTUCKET'S WEB SITE, AND THE TOWN OF NANTUCKET BOARD OF HEALTH'S WEB SITE. THE ELECTRONIC VERSION WAS ALSO SENT TO ISLAND RESIDENTS VIA E-NEWSLETTERS FROM NCH AND THE TOWN OF NANTUCKET. PHYSICAL COPIES OF THE SURVEY WERE DISTRIBUTED AT SEVERAL OTHER LOCATIONS AROUND THE ISLAND, INCLUDING THE SALTMARSH SENIOR CENTER, THE NANTUCKET
PART V, SECTION B, LINE 5 (CONTINUE): SCHOOL, AND ST. MARY'S CHURCH, AND COLLECTED BY NCH STAFF FOLLOWING THE CLOSE OF THE SURVEY PERIOD. MARTHA'S VINEYARD HOSPITAL, INC.:MARTHA'S VINEYARD HOSPITAL'S 2016 COMMUNITY HEALTH ASSESSMENT (MVH CHA) INCORPORATES MANY FACTORS OF COMMUNITY HEALTH THAT ARE OUTSIDE OF CLASSIFIED HEALTH OUTCOMES. THERE IS IMPORTANCE IN RECOGNIZING SOCIAL, ECONOMIC, AND ENVIRONMENTAL INFLUENCES ON HEALTH OUTCOMES. THIS CHA'S DATA COLLECTION METHODS USE QUANTITATIVE AND QUALITATIVE DATA TO IDENTIFY ALL ASPECTS OF THE COMMUNITY THAT INFLUENCE THE HEALTH OF ITS RESIDENTS. QUANTITATIVE DATA: REVIEWING SECONDARY DATA: THE MVH CHA USES SEVERAL SECONDARY DATA SOURCES TO PULL INFORMATION ON HEALTH INDICATORS, AS WELL AS SOCIAL, ECONOMIC, AND ENVIRONMENTAL FACTORS IN THE COMMUNITY. THE PRIMARY SOURCE OF THE QUANTITATIVE DATA IS THE DUKES COUNTY HEALTH INDICATOR REPORT FROM THE COMMUNITY COMMONS CHNA TOOL, WHICH PROVIDES COUNTY AND STATE LEVEL INFORMATION. THE COMMUNITY COMMONS EXTRACTS ITS INFORMATION FROM VARIOUS OTHERS SOURCES INCLUDING BUT NOT LIMITED TO: THE U.S. CENSUS, THE NATIONAL CENTER FOR ECONOMIC STATISTICS, THE CENTERS FOR DISEASE CONTROL AND PREVENTION, ETC. IN ADDITION, SPECIFIC DATA ON SUBSTANCE ABUSE WAS OBTAINED THROUGH THE STATE WEBSITE'S MASSCHIP DUKES COUNTY HEALTH INDICATOR REPORT. QUALITATIVE DATA: QUALITY OF LIFE (QOL) SURVEY AND COMMUNITY INTERVIEWS:THE 2016 MVH QOL SURVEY WAS CONDUCTED IN FEBRUARY AND MARCH OF 2016. THE SURVEY WAS DISTRIBUTED IN ENGLISH AND PORTUGUESE AND MADE AVAILABLE ONLINE AND IN HARD COPY IN ALL SIX LIBRARIES ON THE ISLAND. IN ADDITION, ENGLISH VERSIONS WERE PLACED AS FULL PAGES IN THE MARTHA'S VINEYARD TIMES AND THE VINEYARD GAZETTE. A TOTAL OF 319 SURVEYS WERE COLLECTED. IN ADDITION TO THE 2016 MVH QOL SURVEY TELEPHONE INTERVIEWS WITH APPROXIMATELY ONE DOZEN MEMBERS OF THE MARTHA'S VINEYARD COMMUNITY WERE CONDUCTED. INTERVIEWS WERE CONDUCTED DURING NOVEMBER AND DECEMBER, 2015 AND EACH WAS GENERALLY 30-60 MINUTES IN DURATION. COMMUNITY MEMBERS WERE SELECTED BY THE BOARD BASED ON VARIOUS FACTORS, INCLUDING: THEIR CONNECTION TO THE HEALTHCARE COMMUNITY ON THE ISLAND, THEIR HISTORIC LEVEL OF INVOLVEMENT WITH THE HOSPITAL, AND THE SENSE THAT THEIR OPINION LIKELY MIRRORED THOSE OF OTHER ISLAND RESIDENTS.COOLEY DICKINSON HOSPITAL, INC.THE INPUT OF THE COMMUNITY AND OTHER IMPORTANT REGIONAL STAKEHOLDERS WAS PRIORITIZED BY THE COALITION AS AN IMPORTANT PART OF THE 2016 CHNA PROCESS. BELOW ARE THE PRIMARY MECHANISMS FOR COOLEY DICKINSON HEALTH CARE COMMUNITY HEALTH NEEDS ASSESSMENT 2016 5 COMMUNITY AND STAKEHOLDER ENGAGEMENT: " A CHNA STEERING COMMITTEE WAS FORMED THAT INCLUDED REPRESENTATIVES FROM EACH HOSPITAL/INSURER COALITION MEMBER AS WELL AS PUBLIC HEALTH AND COMMUNITY STAKEHOLDERS FROM EACH HOSPITAL SERVICE AREA. STAKEHOLDERS ON THE STEERING COMMITTEE INCLUDED LOCAL AND REGIONAL PUBLIC HEALTH AND HEALTH DEPARTMENT REPRESENTATIVES; REPRESENTATIVES FROM LOCAL AND REGIONAL ORGANIZATIONS SERVING OR REPRESENTING MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS; AND INDIVIDUALS FROM ORGANIZATIONS THAT REPRESENTED THE BROAD INTERESTS OF THE COMMUNITY. WHEN IDENTIFYING COMMUNITY AND PUBLIC HEALTH REPRESENTATIVES TO PARTICIPATE, A STAKEHOLDER ANALYSIS WAS CONDUCTED BY THE COALITION AND CONSULTANTS TO ENSURE GEOGRAPHIC, SECTOR (E.G. SCHOOLS, COMMUNITY SERVICE ORGANIZATIONS, HEALTHCARE PROVIDERS, PUBLIC HEALTH, AND HOUSING) AND RACIAL/ETHNIC DIVERSITY OF COMMUNITY REPRESENTATIVES. BY INCLUDING THESE STAKEHOLDERS ON THE STEERING COMMITTEE, THE COMMUNITY AND PUBLIC HEALTH REPRESENTATIVES HAD INPUT ON THE CHNA PROCESS USED TO IDENTIFY AND PRIORITIZE COMMUNITY HEALTH NEEDS, CHNA FINDINGS, AND DISSEMINATION OF INFORMATION. ASSESSMENT METHODS AND FINDINGS WERE MODIFIED BASED ON STEERING COMMITTEE FEEDBACK. THE STEERING COMMITTEE MET MONTHLY FROM OCTOBER 2015 - JULY 2016. " KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WERE CONDUCTED TO BOTH GATHER INFORMATION THAT WAS UTILIZED TO IDENTIFY PRIORITY HEALTH NEEDS AND ENGAGE THE COMMUNITY. KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH HEALTH CARE PROVIDERS, HEALTH CARE ADMINISTRATORS, LOCAL AND REGIONAL PUBLIC HEALTH OFFICIALS, AND LOCAL ORGANIZATIONAL LEADERS THAT REPRESENT THE BROAD INTERESTS OF THE COMMUNITY OR THAT SERVE MEDICALLY UNDERSERVED, LOW-INCOME OR COMMUNITIES OF COLOR POPULATIONS IN THE SERVICE AREA. INTERVIEWS WITH THE LOCAL AND REGIONAL PUBLIC HEALTH OFFICIALS WERE USED TO IDENTIFY CURRENT AND EMERGING HIGH PRIORITY HEALTH AREAS AND HEALTHCARE AND COMMUNITY FACTORS THAT CONTRIBUTE TO HEALTH NEEDS. FOCUS GROUP PARTICIPANTS INCLUDED INDIVIDUALS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY, INCLUDING COMMUNITY ORGANIZATIONAL REPRESENTATIVES, VULNERABLE POPULATION COMMUNITY MEMBERS (E.G. LOW-INCOME, PEOPLE OF COLOR), AND OTHER COMMUNITY STAKEHOLDERS. TOPICS INCLUDED HEALTH NEEDS FOR: TRANSGENDER AND LESBIAN POPULATIONS, VETERANS AND MILITARY FAMILIES, MATERNAL AND INFANT/CHILD HEALTH, AND FOR INDIVIDUALS WITH MENTAL HEALTH AND SUBSTANCE USE CONDITIONS. KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WERE CONDUCTED FROM FEBRUARY 2016 - APRIL 2016. " A PRELIMINARY CHNA FINDINGS REVIEW MEETING WAS HELD WITH HOSPITAL AND COMMUNITY REPRESENTATIVES TO VET FINDINGS AND OBTAIN INPUT ON WHETHER FINDINGS RESONATED WITH THEIR UNDERSTANDING OF THE COMMUNITY AND WHETHER ANY IMPORTANT AREAS WERE MISSING. PRIORITIZED HEALTH NEEDS AND PRESENTATION OF DATA WERE REVISED BASED ON FEEDBACK FROM THIS MEETING. " A COMMUNITY LISTENING SESSION WAS HELD TO VET THE REVISED LIST OF PRIORITIZED HEALTH NEEDS WITH COMMUNITY MEMBERS AND MODIFICATIONS WERE MADE BASED ON FINDINGS FROM THIS SESSION. AT THIS SESSION, ATTENDEES ALSO PROVIDED INFORMATION ON EXISTING RESOURCES IN THE COMMUNITY TO ADDRESS PRIORITIZED HEALTH NEEDS.
PART V, SECTION B, LINE 6: THE GENERAL HOSPITAL CORPORATION (MGH):SPAULDING REHABILITATION HOSPITAL CORPORATION. SPAULDING REHABILITATION HOSPITAL CORPORATION:THE GENERAL HOSPITAL CORPORATION (MGH)COOLEY DICKINSON HOSPITAL, INC.:COOLEY DICKINSON HEALTH CARE IS A MEMBER OF THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS (COALITION). THE COALITION IS A PARTNERSHIP BETWEEN TEN NON-PROFIT HOSPITALS/HEALTH PLAN IN WESTERN MASSACHUSETTS: BAYSTATE MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE MARY LANE HOSPITAL, BAYSTATE NOBLE HOSPITAL, BAYSTATE WING HOSPITAL, COOLEY DICKINSON HEALTH CARE, HOLYOKE MEDICAL CENTER, MERCY MEDICAL CENTER (A MEMBER OF SISTERS OF PROVIDENCE HEALTH SYSTEM), SHRINERS HOSPITALS FOR CHILDREN - SPRINGFIELD, AND HEALTH NEW ENGLAND, A LOCAL HEALTH INSURER WHOSE SERVICE AREAS COVERS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS. THE COALITION FORMED IN 2012 WHEN SEVEN WESTERN MASSACHUSETTS HOSPITALS JOINED TOGETHER TO SHARE RESOURCES AND WORK IN PARTNERSHIP TO CONDUCT THEIR COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) AND ADDRESS REGIONAL NEEDS. THE COALITION HAS SINCE EXPANDED TO TEN MEMBERS AND IS CURRENTLY CONDUCTING COLLABORATIVE WORK TO ADDRESS MENTAL HEALTH NEEDS IN THE REGION. CDHC HAS BEEN PART OF THE COALITION SINCE 2012 AND WORKED COLLABORATIVELY WITH THE COALITION ON SELECT ASPECTS OF THE 2013 CHNA PROCESS.THIS CHNA WAS CONDUCTED IN COLLABORATION WITH THE OTHER COALITION HOSPITALS/INSURERS. INTEGRAL TO THIS NEEDS ASSESSMENT WAS THE PARTICIPATION AND SUPPORT OF COMMUNITY LEADERS AND REPRESENTATIVES WHO PROVIDED INPUT THROUGH STEERING COMMITTEE PARTICIPATION, STAKEHOLDER INTERVIEWS AND FOCUS GROUPS, A PRELIMINARY FINDINGS REVIEW MEETING, AND A COMMUNITY LISTENING SESSION.
PART V, SECTION B - LINES 7 AND 10: HOSPITAL FACILITY CHNA AND IMPLEMENTATION STRATEGY WEBSITES:THE GENERAL HOSPITAL CORPORATIONHTTP://WWW.MASSGENERAL.ORG/CCHI/THE BRIGHAM AND WOMEN'S HOSPITAL, INC.HTTP://WWW.BRIGHAMANDWOMENS.ORG/ABOUT_BWH/COMMUNITYPROGRAMS/CHNAREPORTS.ASPXNORTH SHORE MEDICAL CENTER, INC.HTTP://NSMC.PARTNERS.ORG/ABOUT_NSMC/COMMITMENT_TO_COMMUNITYNEWTON-WELLESLEY HOSPITALHTTPS://WWW.NWH.ORG/ABOUT-US/COMMUNITY-HEALTH-ASSESSMENTBRIGHAM AND WOMEN'S/FAULKNER HOSPITALHTTP://WWW.BRIGHAMANDWOMENSFAULKNER.ORG/ABOUT-US/GENERAL-INFORMATION/COMMUNITY-HEALTH-AND-WELLNESS/DEFAULT.ASPX?SUB=0#.VRO5KDIRLCSTHE MCLEAN HOSPITAL CORPORATIONHTTP://WWW.MCLEANHOSPITAL.ORG/NEWS/PUBLICATIONS?TAB=COMMUNITY-BENEFITS-REPORTSPAULDING REHABILITATION HOSPITAL CORPORATIONHTTP://SPAULDINGREHAB.ORG/ABOUT/COMMUNITY-INVOLVEMENTREHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATIONHTTP://SPAULDINGREHAB.ORG/ABOUT/COMMUNITY-INVOLVEMENTSPAULDING HOSPITAL - CAMBRIDGE, INC.HTTP://SPAULDINGREHAB.ORG/ABOUT/COMMUNITY-INVOLVEMENTNANTUCKET COTTAGE HOSPITALHTTP://NANTUCKETHOSPITAL.ORG/2015-NANTUCKET-COMMUNITY-HEALTH-NEEDS-ASSESSMENT/MARTHA'S VINEYARD HOSPITALHTTPS://WWW.MVHOSPITAL.COM/ABOUT/2016-COMMUNITY-HEALTH-NEEDS-ASSESSMENTCOOLEY DICKINSON HOSPITAL, INC.HTTPS://WWW.COOLEYDICKINSON.ORG/ABOUT-US/COMMITMENT-TO-COMMUNITY/BENEFITING-OUR-COMMUNITY/
PART V, SECTION B, LINE 11: ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA PLEASE SEE THE CHNAS AND IMPLEMENTATION STRATEGIES FOR EACH OF THE HOSPITAL FACILITIES AT THE APPLICABLE URL LISTED IN PART V, SECTION B. FOLLOWING ARE SOME EXAMPLES OF HOW THE PARTNERS HOSPITALS ARE ADDRESSING THE HEALTH NEEDS IDENTIFIED:THE GENERAL HOSPITAL CORPORATIONCHNA SUB GOAL: PREVENT AND REDUCE ADOLESCENT SUBSTANCE USE AND MENTAL HEALTH ISSUESOBJECTIVE 1: DECREASE THE NUMBER OF YOUTH FEELING SAD OR DOWN IN THE LAST TWO WEEKS BY 5%OBJECTIVE 2: REDUCE ADOLESCENT SUBSTANCE, PARTICULARLY MARIJUANA USE, AND INCREASE PERCEPTION OF HARM FROM SUBSTANCES BY 10%.STRATEGY 1: INCREASE JOB SHADOW-SHIP PROGRAMS AND YOUTH JOBS--CONNECT SCHOOLS AND ORGANIZATIONS WITH PROFESSIONALS TO EXPOSE YOUTH TO CAREERS AND EDUCATIONAL OPPORTUNITIES THROUGHOUT THE COMMUNITIES--WORK WITH MGH YOUTH PROGRAMS TO SUPPORT SUMMER JOBS FOR YOUTH FROM CHELSEA, REVERE, CHARLESTOWN, AND E. BOSTONSTRATEGY 2: ENHANCE ADULT CAPACITIES FOR INFORMAL AND FORMAL MENTORSHIPS AND COMMUNICATION WITH YOUTH --EDUCATE PARENT/GUARDIAN ON SUBSTANCES AND USE AS WELL AS THEIR SKILLS IN COMMUNICATING WITH THEIR CHILD(REN) ABOUT THE DANGERS OF SUBSTANCES, AND SETTING EXPECTATIONS AND RULES--USE EXISTING GROUPS AS A PLACE TO BUILD BONDS WITH ADULTS (CHARLESTOWN 02129 YOUTH GROUP, BOYS AND GIRLS CLUBS, AFTER SCHOOL PROGRAMS)STRATEGY 3: COLLABORATE WITH ORGANIZATIONS TO ADVOCATE FOR AGE APPROPRIATE YOUTH ACTIVITIES IN EACH COMMUNITY--SUPPORT THE EXPANSION OF AFTER SCHOOL PROGRAMMING AND ACTIVITIES TO PROVIDE YOUTH WITH HEALTHY ACTIVITIES THAT DEVELOP PRO SOCIAL SKILLS, RESILIENCE, AND OTHER CORE DEVELOPMENTAL ASSETS--PARTNER TO ORGANIZE ACTIVITIES FOR YOUTH, DESIGNED BY YOUTHSTRATEGY 4: ENGAGE YOUTH AS PART OF EACH COMMUNITY COALITION--SUPPORT STRONG YOUTH GROUPS FOR EACH COALITION--PRESENT ASSESSMENT FINDINGS TO YOUTH TO PRIORITIZE ACTIVITIES--SUPPORT YOUTH GROUP TO CREATE SOCIAL MEDIA CAMPAIGN IN EACH COMMUNITY (SEE BELOW)--SUPPORT AND GUIDE YOUTH TO MAKE POSITIVE DIFFERENCES IN THEIR COMMUNITIESSTRATEGY 5: INCREASE COPING SKILLS OF YOUTH AND ADULTS TO POSITIVELY MANAGE AND REDUCE STRESS--SUPPORT SCHOOLS TO OFFER STRESS?MANAGEMENT SKILL BUILDING TO STUDENTS--SUPPORT COALITION YOUTH GROUP TO CREATE STRESS MANAGEMENT OPPORTUNITIES WITH THEIR PEERS.STRATEGY 6: IMPLEMENT SOCIAL MARKETING CAMPAIGN TO INCREASE PERCEPTION OF HARM OF ADOLESCENT MARIJUANA USE--DEVELOP AND IMPLEMENT ORIGINAL MEDIA CAMPAIGN ABOUT LOCAL YOUTH SUBSTANCE USE ISSUES, INCLUDING LOCAL YRBS DATA, EDUCATION ON RECREATIONAL MARIJUANA, INCREASING AWARENESS OF MARIJUANA USE AND ITS EFFECTS ON THE DEVELOPING TEEN BRAIN--CREATE AND MAINTAIN SOCIAL MEDIA ACCOUNTS TO PROMOTE YOUTH CAMPAIGN AND OTHER YOUTH RELATED COMMUNITY & COALITION ACTIVITIES (INSTAGRAM, FACEBOOK, TWITTER)STRATEGY 7: COLLABORATE WITH SCHOOLS AND ORGANIZATIONS TO INCORPORATE A CURRICULUM THAT ADDRESSES SUBSTANCE USE AND MENTAL WELL BEING--INVESTIGATE CURRENT HEALTH PREVENTION CURRICULA IN SCHOOLS & COMMUNITY; COMMUNICATE RESULTS TO ALL STAKEHOLDERS--IDENTIFY OPPORTUNITIES TO STRENGTHEN/INCREASE IMPLEMENTATION OF EVIDENCE BASED PREVENTION CURRICULA AND HEALTH EDUCATION IN SCHOOLS, AFTER SCHOOL PROGRAMS, AND COMMUNITY ORGANIZATIONS.THE BRIGHAM AND WOMEN'S HOSPITAL, INC.OBJECTIVE PROVIDE AN INTEGRATED AND EFFECTIVE RESPONSE TO THOSE EXPERIENCING INTERPERSONAL VIOLENCE AND BUILD SYSTEM CAPACITY TO PROVIDE TRAUMA INFORMED CARE 1.1.1 INTERPERSONAL VIOLENCE--PROVIDE ADVOCACY, SAFETY PLANNING AND SUPPORTIVE COUNSELING FOR PATIENTS WHO EXPERIENCE INTERPERSONAL VIOLENCE (DOMESTIC VIOLENCE AND COMMUNITY VIOLENCE)--OFFER FREE AND CONFIDENTIAL ADVOCACY SERVICES TO THE WIDER COMMUNITY THROUGH A DOMESTIC VIOLENCE ADVOCATE BASED AT A COMMUNITY SITE --PROVIDE DIRECT INTERVENTION TO PATIENTS WHO ARE IMPACTED BY SEXUAL VIOLENCE AND HUMAN TRAFFICKING --COLLABORATE WITH KEY COMMUNITY PARTNERS TO OFFER SUPPORTIVE VIOLENCE PREVENTION EDUCATION TO YOUNG PEOPLE IN HIGH RISK ENVIRONMENTS --COORDINATE AND COLLABORATE WITH THE CITY OF BOSTON AND LOCAL HOSPITALS ON ISSUES OF INTERPERSONAL VIOLENCE PREVENTION AND INTERVENTION--DEVELOP AND IMPLEMENT STRATEGIES TO FURTHER INTEGRATE THE BWH RESPONSE WITH THE CITY OF BOSTON STREET-WORKER PROGRAM --DEVELOP AND IMPLEMENT A HOSPITAL WIDE POLICY ON INTERPERSONAL VIOLENCE INCLUSIVE OF DOMESTIC, SEXUAL, COMMUNITY VIOLENCE AND HUMAN TRAFFICKING 1.1.2 TRAUMA INFORMED CARE (TIC)--IN COLLABORATION WITH THE PARTNERS TIC NETWORK, PROVIDE LEARNING OPPORTUNITIES FOR BWHC STAFF TO DEVELOP AWARENESS, SKILLS AND CONFIDENCE IN PROVIDING TRAUMA INFORMED CARE --DEVELOP AND IMPLEMENT AN EFFECTIVE HOSPITAL-WIDE POLICY ON THE PROVISION OF TRAUMA INFORMED CARE PRIORITY 2 ACCESS TO HEALTHCARE STRENGTHEN ACCESS FOR COMMUNITY MEMBERS TO ENABLE IMPROVED HEALTH OUTCOMES OBJECTIVE ADDRESS THE BARRIERS THAT HINDER ACCESS TO CARE FOR LOW INCOME PATIENTS AND COMMUNITY MEMBERS. NORTH SHORE MEDICAL CENTER, INC. - BOTH NSMC FACILITIESGOAL: ENSURE ACCESS TO CARE BY ENGAGING PATIENTS IN PRIMARY AND SPECIALTY CARE; PROVIDING PATIENT NAVIGATION SERVICES AND OTHER SUPPORTS FOR VULNERABLE AND/OR HIGH RISK PATIENTS; AND COORDINATING PATIENT HEALTH INSURANCE COVERAGESTRATEGIES:--PRIMARY CARE CONNECTION: ENSURE THAT PATIENTS WITHOUT PRIMARY CARE PHYSICIANS (PCPS) WHO PRESENT AT THE EMERGENCY DEPARTMENT (ED) ARE PROVIDED WITH A PROMPT FOLLOW-UP APPOINTMENT AT THE APPROPRIATE COMMUNITY HEALTH CENTER (CHC).--NSMC'S CACS PROVIDE INFORMATION ABOUT THE FULL RANGE OF INSURANCE PROGRAMS OFFERED BY EOHHS AND THE HEALTH CONNECTOR. OUR CACS HELP INDIVIDUALS COMPLETE AN APPLICATION OR RENEWAL; WORK WITH THE INDIVIDUAL TO PROVIDE REQUIRED DOCUMENTATION; SUBMIT APPLICATIONS AND RENEWALS FOR THE INSURANCE PROGRAMS; INTERACT WITH EOHHS AND THE HEALTH CONNECTOR ON THE STATUS OF SUCH APPLICATIONS AND RENEWALS; AND HELP FACILITATE ENROLLMENT OF APPLICANTS OR BENEFICIARIES IN INSURANCE PROGRAMS.--SPECIALTY ACCESS PROGRAM: PROVIDE SPECIALTY CARE TO ALL WHO NEED IT, ESPECIALLY HEALTH SAFETY NET, MEDICAID/MASSHEALTH, AND COMMONWEALTH CARE PATIENTS IN ADDITION TO THE UNINSURED AND UN-ENROLLED PATIENTS (VIA CONNECTING WITH THE APPROPRIATE STATE INSURANCE PLAN).--HEALTH CARE TRANSPORTATION ASSISTANCE PROGRAM--COMPLEX CARE MANAGEMENT INITIATIVE ("CCMI") PROJECT: PROVIDE HIGH RISK PATIENTS WITH A SPECIALLY DESIGNED TEAM MODEL OF CARE WHICH USES THE SERVICES OF SPECIALLY TRAINED COMMUNITY HEALTH WORKERS.ACTION STATUS:--ASSIGNED A FULL TIME HIGHLY EXPERIENCES PATIENT NAVIGATOR TO THE NSMC ED TO IDENTIFY AND CONNECT WITH HIGH UTILIZERS AND OTHERS WHO USE THE ED UNNECESSARILY BECAUSE OF LACK OF EDUCATION OR ACCESS TO APPROPRIATE PRIMARY CARE.--IN FY15, THERE WERE 9.5 NORTH SHORE MEDICAL CENTER CACS THAT SERVED AN ESTIMATED 3,473 INDIVIDUALS.--IN FY15 WE CONTINUED TO WORK WITH NORTH SHORE CARDIOVASCULAR ASSOCIATES (AN AVERAGE OF 13 PATIENTS PER MONTH) AND THE UROLOGY PRACTICE (AN AVERAGE OF 15 PATIENTS PER MONTH) TO PROVIDE CARE TO PATIENTS THROUGH THIS DELIVERY MODEL.--MORE THAN 3000 TAXI VOUCHERS AND 500 T PASSES WERE PROVIDED DURING FY 2015.--DEMONSTRATION PROJECT PERIOD CAME TO AN END. COMPARISON OF PRE AND POST ENROLLMENT DATA SHOWED STATISTICALLY SIGNIFICANT DECREASES IN THE MEAN NUMBER OF ED VISITS AND INPATIENT DAYS AND A STATISTICALLY SIGNIFICANT INCREASE IN PATIENTS WITH NO INPATIENT ADMISSIONS.NEWTON-WELLESLEY HOSPITALWALTHAM, IN GENERAL OBJECTIVE: WALTHAM IS A UNIQUE COMMUNITY IN THE NWH SERVICE AREA. WHILE THE OTHER CITIES AND TOWNS IN THE SERVICE AREA TEND TO HAVE SIMILAR DEMOGRAPHIC PROFILES, WALTHAM LOOKS SOMEWHAT DIFFERENT. WALTHAM HAS A MORE AFFORDABLE COST OF LIVING AND HAS MORE RACIAL AND ETHNIC DIVERSITY. HOWEVER, WALTHAM RESIDENTS HAVE LOWER MEDIAN HOUSEHOLD INCOMES AND EDUCATIONAL ATTAINMENT. WALTHAM ALSO EXPERIENCES DISPROPORTIONATELY WORSE HEALTH OUTCOMES COMPARED TO THE OTHER CITIES AND TOWNS IN THE AREA. BEING IDENTIFIED AS THE COMMUNITY IN NEED OF THE GREATEST NUMBER OF RESOURCES, NWH WILL SEEK TO ENGAGE WITH THE CITY OF WALTHAM THROUGH A VARIETY OF HIGH-IMPACT INITIATIVES THAT WILL ADDRESS THE AFOREMENTIONED NEEDS. STRATEGIES: --CREATE THE WALTHAM WELLNESS COLLABORATIVE IN PARTNERSHIP WITH HEALTHY WALTHAM --PROVIDE SCREENING MAMMOGRAMS FOR WOMEN AT THE HOME SUITES INN --PROVIDE SCHOOL PHYSICALS FOR UNDERPRIVILEGED YOUTH --CONDUCT MENTAL WELLNESS SEMINARS FOR PARENTS AT THE HOME SUITES INN --CONDUCT HEALTHCARE RELATED SEMINARS FOR THE HOMELESS --PROVIDE TAXI VOUCHERS TO HOMELESS SHELTERS SUBSTANCE ABUSE OBJECTIVE: SUBSTANCE ABUSE WAS RAISED CONSISTENTLY DURING THE CHNA PROCESS. DRUG USE CUTS ACROSS ALL SOCIOECONOMIC AND GEOGRAPHIC BOUNDARIES. STRATEGIES: --NWH WILL PROVIDE NASAL NALOXONE KITS (NARCAN) FOR USE BY FIRST RESPONDERS INCLUDING POLICE AND FIRE PERSONNEL AS WELL AS DEPARTMENTS OF HEALTH. --NWH WILL PROVIDE OR ARRANGE ANY NECESSARY/APPROPRIATE TRAINING FOR USE OF THE KITS.
PART V, SECTION B, LINE 11: ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA CONTINUED:--SPONSOR HIGH SCHOOL-BASED ON-SITE EVENT AS A MEANS FOR AN ALTERNATIVE SOCIAL OUTLET. --SPONSOR ON-LINE ALCOHOL EDUCATION PROGRAM FOR 9TH GRADE STUDENTS AND PARENTS. BRIGHAM AND WOMEN'S FAULKNER HOSPITAL:OBJECTIVE: BY SEPTEMBER 2019, INCREASE AWARENESS OF CHRONIC DISEASE MANAGEMENT AND PREVENTION THROUGH EDUCATION AND SCREENINGS.STROKE--EDUCATE THE COMMUNITY ON STROKE SIGNS AND SYMPTOMS AND THE IMPORTANCE OF GETTING TO THE HOSPITAL --PROVIDE A STROKE SUPPORT GROUP FOR STROKE SURVIVORS AND OR THEIR CAREGIVERS --MAINTAIN AN ACTIVE HOSPITAL BASED STROKE COMMITTEE TO ENSURE THE HIGHEST LEVEL OF CARE FOR STROKE PATIENTS. CARDIOVASCULAR DISEASE --EDUCATE THE COMMUNITY ABOUT HEART DISEASE AND DIABETES --PROVIDE SCREENING PROGRAMS TO HELP RESIDENTS IDENTIFY AND OR MONITOR RISK FACTORS SUCH AS CHOLESTEROL LEVELS, GLUCOSE AND BLOOD PRESSURE --PARTICIPATE IN AWARENESS AND EDUCATION CAMPAIGNS --MAINTAIN A COLLABORATIVE CORE MEASURE IMPROVEMENT TEAM FOR THE PREVENTION OF CHF READMISSION. DIABETES--DEVELOP AND IMPLEMENT A DIABETES EDUCATION PROGRAM BASED ON THE AADE7 SELF-CARE BEHAVIORS --HEALTHY EATING: MAKING HEALTHY FOOD CHOICES; UNDERSTANDING PORTION SIZES; LEARNING THE BEST TIMES TO EAT; LEARNING THE EFFECT FOOD HAS ON BLOOD GLUCOSE; READING LABELS; PLANNING AND PREPARING FOODS; UNDERSTANDING AND COPING WITH BARRIERS AND TRIGGERS, ETC. --BEING ACTIVE: REGULAR ACTIVITY FOR OVERALL FITNESS; WEIGHT MANAGEMENT; BLOOD GLUCOSE CONTROL; IMPROVE BMI; ENHANCE WEIGHT LOSS; CONTROL LIPIDS, BLOOD PRESSURE AND REDUCE STRESS. --MONITORING: DAILY SELF-MONITORING OF BLOOD GLUCOSE TO HELP ASSESS HOW FOOD, PHYSICAL ACTIVITY AND MEDICATION AFFECT LEVELS. MCLEAN HOSPITAL CORPORATION:IMPLEMENTATION STRATEGIES --EXPAND PSYCHIATRIC SERVICES TO MEET COMMUNITY NEEDS --IMPROVE COMMUNITY MENTAL HEALTH THROUGH INNOVATIVE PROGRAMS --CARE FOR UNINSURED AND UNDERINSURED --STRENGTHEN MENTAL HEALTH THROUGH EDUCATION FOR PROFESSIONALS, CONSUMERS AND THEIR FAMILIES, AND THE PUBLIC --PROVIDE COMMUNITY SUPPORT AND CONTRIBUTIONS ACTIONS --WORK WITH CHNA 17 AND OTHER CHNAS WITHIN MASSACHUSETTS TO FUND MENTAL AND BEHAVIORAL HEALTH PROJECTS IN RESPONSE TO CRITICAL COMMUNITY NEEDS --EXPAND INPATIENT DETOXIFICATION AND ADDICTION TREATMENT SERVICES --DMH APPROVAL TO OPEN 4 NEW INPATIENT BEDS FOR TREATMENT OF SUBSTANCE USE AND CO-OCCURRING PSYCHIATRIC DISORDERS (WINTER 2017) --OPEN DBT PSYCHO-EDUCATIONAL RESIDENTIAL PROGRAM FOR BOYS AND YOUNG MEN (WINTER 2017) --PILOT EMBEDDING PRIMARY CARE NURSE PRACTITIONERS IN BEHAVIORAL HEALTH OUTPATIENT CLINICS --COORDINATE AND PROVIDE TIMELY MENTAL HEALTH CONSULTATIONS TO PEDIATRICIANS AND SCHOOL NURSES IN EASTERN MA AS THEY ADDRESS NEEDS OF PEDIATRIC AND ADOLESCENT PATIENTS WITH MENTAL HEALTH CHALLENGES --PROVIDE CLINICAL AND PREVENTION SERVICES WITHIN THE BOSTON PUBLIC SCHOOL SYSTEM --HELP COLLEGE STUDENTS WITH MENTAL ILLNESS AND ADJUSTMENT ISSUES LIVE MORE PRODUCTIVE LIVES SPAULDING REHABILITATION HOSPITAL CORPORATION:STRATEGIES CCHI AND SPAULDING LAUNCHED A PROCESS IN 2014 TO FUND COLLABORATIVE COMMUNITY INITIATIVES THAT SPECIFICALLY ADDRESSED THE NEEDS IDENTIFIED BY THE COMMUNITY. THE BUILDING A HEALTHIER CHARLESTOWN GRANT PROGRAM WAS DESIGNED TO REQUIRE MULTIPLE CHARLESTOWN ORGANIZATIONS TO APPLY TOGETHER DEMONSTRATING A MEASURABLE IMPACT ON SOCIAL DETERMINANTS OF HEALTH USING EVIDENCE-BASED APPROACHES TO. TWO INITIATIVES HAVE EMERGED FROM THIS PROCESS AND EACH ARE IN THE SECOND YEAR OF FUNDING, SUPPORTED BY CCHI AND SPAULDING: 1) CANCER / HEALTHY LIVING: HEALTHIER LIVING THROUGH GOOD FOOD AND EXERCISE. LOCAL CHARLESTOWN ORGANIZATIONS THE KENNEDY CENTER, CAPE (CANCER AWARENESS PREVENTION & EDUCATION)/ART OF HEALTHY EATING, WHOLE FOODS OF CHARLESTOWN, KIDS COOKING GREEN, AND THE CHARLESTOWN YMCA HAVE PARTNERED TOGETHER TO ADDRESS HEALTHY LIVING AND NUTRITION THROUGH CHILDREN AND PARENT FOCUSED NUTRITION AND EXERCISE CLASSES. THE FOCUS IS TO WORK TOGETHER TO PROMOTE AND IMPROVE HEALTH, FITNESS AND QUALITY OF LIFE AND REDUCE CHRONIC DISEASE RISK THROUGH CONSUMPTION OF HEALTHFUL DIETS AND DAILY PHYSICAL ACTIVITY AND ACHIEVEMENT AND MAINTENANCE OF HEALTHY BODY WEIGHTS. THE PROGRAM OFFERS MONTHLY ART OF HEALTHY EATING CLASSES TO OVER 100 CHILDREN AT THE KENNEDY CENTER AS WELL AS SEVERAL PARENT FOCUSED NUTRITION CLASSES, ALONG WITH EXERCISE AND FITNESS COURSES AT THE CHARLESTOWN YMCA. 2) EDUCATION: CHARLESTOWN EDUCATION COLLABORATIVE. BOSTON HOUSING AUTHORITY FOR THE CHARLESTOWN ADULT EDUCATION PROGRAM (CAEP), BHA CHARLESTOWN ADULT EDUCATION (CAEP), MISHAWUM & CHARLESNEWTOWN HOUSING, SMART FROM THE START AND THE CHARLESTOWN SUBSTANCE ABUSE COALITION HAVE PARTNERED TOGETHER WITH THE GOAL TO DEVELOP A CULTURE OF LIFE-LONG LEARNING IN CHARLESTOWN BY PROVIDING HIGH QUALITY HIGH SCHOOL EQUIVALENCY PREPARATION AND ESOL CLASSES AND FACILITATING HIGH LEVEL COLLEGE AND CAREER READINESS SKILLS. IN 2015, 19 OUT OF 25 STUDENTS IN OUR FAST TRACK CLASS, PASSED THEIR HISET EXAMS (LAST 6 HAVE ONE TEST LEFT), 8 STUDENTS OBTAINED EMPLOYMENT, 80% OF ESOL STUDENTS ENROLLED IN THE PROGRAM MOVED TO THE NEXT COURSE LEVEL. THIS INITIATIVE HAS ALSO BEEN SUCCESSFUL IN BRINGING IN ADDITIONAL COMMUNITY SUPPORT THROUGH PARTNERSHIPS AND FUNDING SOURCES TO BROADEN THEIR PROGRAMMING AND PLAN FOR LONG-TERM SUSTAINABILITY. REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION:PRIORITY 1: ACCESS TO SPECIALTY REHABILITATION CARE GOAL 1: IDENTIFY AND REDUCE BARRIERS TO CARE STRATEGY 1: ADDRESS FINANCIAL BARRIERS TO ACCESSING CARE ACTIONS: --CONTINUE TO ASSIST PATIENTS WITH APPLYING FOR STATE-FUNDED INSURANCE PROGRAMS (I.E. MASSHEALTH, COMMONHEALTH, CONNECTOR CARE, ETC.) --CONTINUE TO ASSIST PATIENTS WITH APPLYING FOR FINANCIAL ASSISTANCE THROUGH THE PARTNERS FINANCIAL ASSISTANCE POLICY. STRATEGY 2: ADDRESS TRANSPORTATION BARRIERS TO ACCESSING CARE ACTIONS: --EXPLORE OPTIONS TO REMOVE TRANSPORTATION AS A BARRIER TO ACCESSING CARE IN BARNSTABLE COUNTY. OPTIONS TO EXPLORE INCLUDE: --COLLABORATION WITH CCRTA/OTHER PROVIDERS --WHERE VIABLE OPTIONS ARE IDENTIFIED, SCC WILL PARTNER WITH APPROPRIATE ENTITIES TO BRING SUCH ITEMS TO FRUITION. --EXPLORE THE FEASIBILITY OF ADOPTING MODELS OF CARE THAT ENABLE DELIVERING TARGETED SERVICES OFF-SITE FOR POPULATIONS AT RISK. SPAULDING HOSPITAL - CAMBRIDGE:PRIORITY 2: DISABILITY/ELDER SUPPORT GOAL 1: PROVIDE AND PROMOTE ACTIVITIES THAT PROMOTE SOCIAL INTERACTION AND FITNESS. STRATEGY 1: CONNECT ELDER AND DISABLED PATIENTS/RESIDENTS TO COMMUNITY EVENTS ACTIONS: --PROMOTE DISABILITY REFRAMED FILM SERIES HOSTED AT SHC TO THE BROADER COMMUNITY. --MAXIMIZE MARKETING IN LINE WITH DISABILITY AWARENESS MONTH (OCTOBER). --CONTINUE TO OFFER GROUP MUSIC THERAPY TO PATIENTS WITH NEUROLOGICAL INJURIES AND DISEASES FREE OF CHARGE FOR SHC'S INPATIENT RESIDENTS. --CONTINUE TO INCLUDE RESIDENTS OF YOUVILLE HOUSE AS A PART OF MUSIC ON SUNDAY'S PROGRAM HOSTED AT SHC. STRATEGY 2: OFFER PROGRAMS FOR DISABLED RESIDENTS TO ENGAGE IN FITNESS ACTIVITIES ACTIONS: --CONTINUE EXPD ROWING PROGRAM TO PROVIDE PARALYZED PERSONS WITH AN OPPORTUNITY TO IMPROVE THEIR CARDIOVASCULAR HEALTH AND MUSCULAR STRENGTH. --CONTINUE TO OFFER ADAPTIVE SPORTS RECREATIONAL PROGRAM TO FOSTER FITNESS, WELL-BEING, SOCIAL INTERACTION AND ENGAGEMENT WITH THE COMMUNITY. --EXPAND COMMUNICATION EFFORTS TO PROMOTE ADAPTIVE SPORTS PROGRAMS. --EXPLORE OPPORTUNITIES TO CONNECT ADAPTIVE SPORTS PROGRAM TO OTHER ACTIVE DISABLED GROUPS (E.G. ADAPTIVE CLIMBING GROUP AT BROOKLYN BOULDERS) --CONTINUE HOSTING THE ANNUAL YOUTH WITH DISABILITIES SOCCER CLINIC IN PARTNERSHIP WITH THE NEW ENGLAND REVOLUTION. NANTUCKET COTTAGE HOSPITAL:ALCOHOL AND SUBSTANCE USE DISORDERS TO ADDRESS THE ALCOHOL AND SUBSTANCE USE DISORDERS ISSUE IN THE NANTUCKET COMMUNITY, IDENTIFY GAPS IN SERVICES FOR THOSE IN NEED, AND SUPPORT THE EFFORTS OF THE NANTUCKET BEHAVIORAL HEALTH TASK FORCE AND OTHER COMMUNITY EFFORTS IN THESE AREAS. ACCESS TO HOUSING PLAY A PROACTIVE ROLE IN HELPING TO ADDRESS THE ISLAND'S AFFORDABLE HOUSING CRISIS, AND USE NCH'S POSITION AS ONE OF THE LARGEST PRIVATE EMPLOYERS ON THE ISLAND TO ADVOCATE FOR AND IMPLEMENT SOLUTIONS. MENTAL HEALTH DISORDERS CONTINUE TO SERVE AS THE ACUTE SAFETY NET FOR ISLAND PATIENTS REQUIRING PSYCHIATRIC EVALUATION, STABILIZATION, OBSERVATION, AND/OR TRANSFER OFF ISLAND. IDENTIFY GAPS IN SERVICES AND SUPPORT THE WORK OF THE BEHAVIORAL HEALTH TASK FORCE TO FILL THEM AND COLLABORATE WITH OTHER COMMUNITY AGENCIES AND INITIATIVES. CANCER TO PROVIDE CANCER SCREENINGS AND EDUCATION TO THE NANTUCKET COMMUNITY, WHILE SUSTAINING THE GROWTH IN NCH'S CANCER CARE PROGRAM TO PROVIDE MORE ON ISLAND SERVICES TO CANCER PATIENTS.
PART V, SECTION B, LINE 11: ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA CONTINUED:MARTHA'S VINEYARD HOSPITAL, INC.:OUTLINE FOR STRATEGY AND IMPLEMENTATION ACCESS TO HEALTHCARE GOAL: TO ADDRESS THE ISSUE OF ACCESS TO HEALTHCARE. --TIMELINE: 1 YEAR PARTNERS: MVH PHYSICIAN GROUP, ADMINISTRATION STRATEGY: ENHANCE ACCESS TO HEALTHCARE ACTION: RECRUIT HEALTHCARE PROVIDERS. CONTINUE TO WORK TO ENSURE HEALTHCARE COVERAGE THROUGH OUR FINANCIAL COUNSELORS/CERTIFIED APPLICATION COUNSELORS (CACS). ACTION STATUS: IN THE PROCESS OF ACTIVELY EXPANDING OUR PRIMARY CARE PRACTICES TO IMPROVE ACCESS TO CARE BY AGGRESSIVELY RECRUITING PRIMARY CARE PHYSICIANS AND INCREASING OUR EMPLOYMENT OF MID-LEVEL PROVIDERS IN THE PRIMARY CARE ARENA. IN ADDITION, EVALUATING THE NEED FOR ACCESS TO SPECIALTY CARE AND EXPANDING OUR ORTHOPEDIC PRACTICE AND PAIN MANAGEMENT SERVICES AS WELL AS ACCESS TO OUR ONCOLOGY PARTNERSHIP WITH THE MASSACHUSETTS GENERAL HOSPITAL. HOUSING GOAL: TO PLAY A PROACTIVE ROLE IN HELPING TO ADDRESS THE ISLAND'S SHORTAGE OF AFFORDABLE HOUSING BY USING OUR POSITION AS ONE OF THE LARGEST EMPLOYERS ON THE ISLAND TO ADVOCATE FOR SOLUTIONS. --TIMELINE: 3 YEARS PARTNERS: ADMINISTRATION STRATEGY: DEVELOP A MASTER FACILITY PLAN (MFP). INCREASE THE STOCK OF HOSPITAL-OWNED HOUSING TO DECREASE PRESSURE ON THE ISLAND HOUSING RENTAL POOL. PROVIDE ASSISTANCE TO STAFF TO OBTAIN OWNED HOUSING WHICH LIKEWISE DECREASES PRESSURE ON THE ISLAND HOUSING RENTAL POOL. ACTION: INITIAL MFP COMMITTEE MEETING AUGUST 24. DEVELOP AN EMPLOYEE HOUSING PLAN THAT INCLUDES HOUSING PURCHASES AND A HOMEOWNER ASSISTANCE PLAN. ACTION STATUS: WE HAVE BEGUN WORK ON THE MASTER FACILITY PLAN AND HAVE PURCHASED PROPERTY THAT IS BEING CONVERTED INTO STAFF HOUSING. WE HAVE HELPED EMPLOYEES WITH LOANS TO HELP OBTAIN PERMANENT HOUSING.COOLEY DICKINSON HOSPITAL, INC.A NUMBER OF SOCIAL, ECONOMIC AND COMMUNITY LEVEL FACTORS WERE IDENTIFIED AS PRIORITIZED COMMUNITY HEALTH NEEDS IN CDHC'S 2011 CHNA AND CONTINUE TO IMPACT THE HEALTH OF THE POPULATION IN THE CDHC SERVICE AREA. SOCIAL, ECONOMIC, AND COMMUNITY LEVEL NEEDS IDENTIFIED IN THIS CHNA INCLUDE:--LACK OF RESOURCES TO MEET BASIC NEEDS - THE CDHC SERVICE AREA HAS HIGHER RATES OF POVERTY THAN THE STATE, WITH THE HIGHEST RATES FOUND IN AMHERST AND NORTHAMPTON. TWENTY-SIX PERCENT OF CHILDREN LIVING IN THE CDHC SERVICE AREA QUALIFY FOR FREE OR REDUCED LUNCH. ALTHOUGH THE MEDIAN FAMILY INCOME IN HAMPSHIRE COUNTY IS COMPARABLE TO THE STATE, A NUMBER OF COMMUNITIES FALL BELOW THIS AMOUNT. THE LOWEST MEDIAN FAMILY INCOMES WERE FOUND IN PARTS OF NORTHAMPTON AND EASTHAMPTON. IN THE COMMUNITIES OF EASTHAMPTON AND NORTHAMPTON, 8% OF ELIGIBLE INDIVIDUALS DO NOT HAVE A HIGH SCHOOL DIPLOMA WHICH CONTRIBUTES TO UNEMPLOYMENT AND THE ABILITY TO EARN A LIVABLE WAGE.--HOUSING NEEDS - A LACK OF AFFORDABLE HOUSING IS A NEED THAT IMPACTS CDHC SERVICE AREA RESIDENTS. OVER A THIRD OF THE POPULATION IN CDH'S SERVICE AREA IS HOUSING COST BURDENED. HOMELESSNESS ALSO IMPACTS THE HEALTH OF RESIDENTS IN WESTERN MASSACHUSETTS, AND SOME INDIVIDUALS IN THE CDHC SERVICE AREA. INCREASED SERVICES FOR HOMELESS INDIVIDUALS WERE IDENTIFIED AS A NEED. POOR HOUSING CONDITIONS ALSO IMPACT THE HEALTH OF RESIDENTS. OLDER HOUSING COMBINED WITH LIMITED RESOURCES TO MAINTAIN THE HOUSING LEADS TO CONDITIONS THAT CAN AFFECT ASTHMA, OTHER RESPIRATORY CONDITIONS AND SAFETY.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
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?81
Name and address Type of Facility (describe)
1 1 - MGH HEALTH CENTER CHELSEA
100 EVERETT AVENUE 1ST FLOOR 16C
CHELSEA,MA02150
OUTPATIENT CLINIC & HEALTHCARE CENTER
2 2 - MGH CHARLESTOWN HEALTHCARE CENTER
73 HIGH STREET
CHARLESTOWN,MA02129
OUTPATIENT CLINIC & HEALTHCARE CENTER
3 3 - MGH CHELSEA HEALTHCARE CENTER
151 EVERETT AVENUE FLOORS 1-4
CHELSEA,MA02150
OUTPATIENT CLINIC & HEALTHCARE CENTER
4 4 - MGH EVERETT FAMILY CARE
19-23 NORWOOD STREET
EVERETT,MA02149
OUTPATIENT CLINIC & HEALTHCARE CENTER
5 5 - STUDENT HEALTH CENTER AT CHELSEA HIGH S
299 EVERETT AVENUE
CHELSEA,MA02150
OUTPATIENT CLINIC & HEALTHCARE CENTER
6 6 - EMERSON HOSPITAL MGH-RADIATION ONCOLOGY
ROUTE 2 CUMMINGS BUILDING
CONCORD,MA01742
OUTPATIENT CLINIC & HEALTHCARE CENTER
7 7 - MGH ROCA YOUTH HEALTH CENTER
101 PARK STREET 1ST FLOOR
CHELSEA,MA02150
OUTPATIENT CLINIC & HEALTHCARE CENTER
8 8 - MGH REVERE HEALTHCARE CENTER
300 OCEAN AVENUE 3RD FLOOR
REVERE,MA02151
OUTPATIENT CLINIC & HEALTHCARE CENTER
9 9 - MGH BACK BAY HEALTHCARE CENTER
388 COMMONWEALTH AVENUE
BOSTON,MA02115
OUTPATIENT CLINIC & HEALTHCARE CENTER
10 10 - MGH WEST
40 SECOND AVENUE SUITE 200 360 400
WALTHAM,MA02154
OUTPATIENT CLINIC & HEALTHCARE CENTER
11 11 - MGH REVERE SCHOOL BASED HEALTH CENTER
101 SCHOOL STREET
REVERE,MA02151
OUTPATIENT CLINIC & HEALTHCARE CENTER
12 12 - LABORATORY FOR MOLECULAR MEDICINE
65 LANSDOWNE STREET 3RD FLOOR
CAMBRIDGE,MA02139
OUTPATIENT DIAGNOSTIC LABORATORY
13 13 - MGH VOICE DISORDER PROGRAM
ONE BOWDOIN SQUARE 11TH FLOOR
BOSTON,MA02114
OUTPATIENT CLINIC
14 14 - MGH CARDIOVASCULAR DISEASE PREVENTION CE
25 NEW CHARDON STREET SUITE 301
BOSTON,MA02114
OUTPATIENT CLINIC & HEALTHCARE CENTER
15 15 - YAWKEY CENTER FOR OUTPATIENT CARE
32 FRUIT STREET
BOSTON,MA02114
OUTPATIENT CLINIC
16 16 - MGH CHARLES RIVER PLAZA
165 CAMBRIDGE STREET
BOSTON,MA02114
OUTPATIENT CLINIC
17 17 - MGH VASCULAR CENTER
52 SECOND AVENUE 2ND FLOOR
WALTHAM,MA02451
OUTPATIENT CLINIC
18 18 - MGH SPORTS MEDICINE CENTER
175 CAMBRIDGE STREET 4TH FLOOR
BOSTON,MA02114
OUTPATIENT CLINIC
19 19 - MGH SLEEP DISORDERS TESTING UNIT
5 BLOSSOM STREET 2ND FLOOR
BOSTON,MA02114
OUTPATIENT CLINIC
20 20 - MGH OUTPATIENT CARE
275 CAMBRIDGE STREET 3RD FLOOR
BOSTON,MA02114
OUTPATIENT CLINIC
21 21 - MGH CHARLESTOWN MONUMENT STREET COUNSEL
76 MONUMENT STREET 1ST FLOOR
CHARLESTOWN,MA02129
OUTPATIENT CLINIC
22 22 - MASS GENERALNORTH SHORE CENTER FOR OUT
102 ENDICOTT STREET 1ST AND 2ND
FLOORS
DANVERS,MA02129
OUTPATIENT CLINIC & HEALTHCARE CENTER
23 23 - MGH REVERE BROADWAY HEALTH CENTER
300 BROADWAY
REVERE,MA02151
OUTPATIENT CLINIC & HEALTHCARE CENTER
24 24 - MGH RADIATION ONCOLOGY AT NWH
2014 WASHINGTON STREET SOUTH WING
NEWTON,MA02462
OUTPATIENT CLINIC
25 25 - BROOKSIDE COMMUNITY HEALTH CENTER
3297 WASHINGTON STREET
BOSTON,MA02130
OUTPATIENT CLINIC & HEALTHCARE CENTER
26 26 - SOUTHERN JAMAICA PLAIN HEALTH CENTER
640 CENTRE STREET
JAMAICA PLAIN,MA02130
OUTPATIENT CLINIC & HEALTHCARE CENTER
27 27 - PARTNERS MULTIPLE SCLEROSIS CENTER
ONE BROOKLINE PLACE SUITE 227
BROOKLINE,MA02445
OUTPATIENT CLINIC
28 28 - TEEN HEALTH CENTER AT ENGLISH HIGH SCH
144 MCBRIDGE STREET 2ND FLOOR
BOSTON,MA02130
OUTPATIENT CLINIC & HEALTHCARE CENTER
29 29 - BRIGHAM AND WOMEN'S AMBULATORY CARE CTR
850 BOYLSTON STREET
CHESTNUT HILL,MA02467
OUTPATIENT CLINIC & HEALTHCARE CENTER
30 30 - BRIGHAM AND WOMEN'S BEHAVIORAL NEUROLOGY
221 LONGWOOD AVENUE RFB MEZZANINE
BOSTON,MA02115
OUTPATIENT CLINIC
31 31 - BRIGHAM AND WOMEN'S HOSPITAL OUTP PSY
221 LONGWOOD AVENUE BL BUILDING
BOSTON,MA02115
OUTPATIENT CLINIC
32 32 - BRIGHAM DERMATOLOGY ASSOCIATES
221 LONGWOOD AVENUE 1ST FLOOR
BOSTON,MA02115
OUTPATIENT CLINIC
33 33 - BRIGHAM AND WOMEN'S HOSPITAL CARE CENTER
1153 CENTRE STREET 1ST FLOOR
BOSTON,MA02130
OUTPATIENT CLINIC & HEALTHCARE CENTER
34 34 - BRIGHAM MRI RESEARCH CENTER
221 LONGWOOD AVENUE GROUND LEVEL
BOSTON,MA02115
OUTPATIENT CLINIC
35 35 - BRIGHAM AND WOMEN'S HOSPITAL MOHS AND D
1153 CENTRE STREET SUITE 4349
BOSTON,MA02130
OUTPATIENT CLINIC
36 36 - OUTPATIENT ENDOCRINOLOGY AND METABOLIC
221 LONGWOOD AVENUE 2ND FLOOR
BOSTON,MA02115
OUTPATIENT CLINIC
37 37 - BRIGHAM AND WOMEN'S HOSPITAL MRI AT S
1 COMPASS WAY SUITE 108
EAST BRIDGEWATER,MA02333
OUTPATIENT CLINIC
38 38 - BRIGHAM AND WOMEN'SMASS GENERAL HEALTH
20 PATRIOTS PLACE
FOXBORO,MA02035
OUTPATIENT CLINIC & HEALTHCARE CENTER
39 39 - BRIGHAM AND WOMEN'S HOSPITAL ADVANCED P
301 SOUTH HUNTINGTON AVENUE
JAMAICA PLAIN,MA02115
OUTPATIENT CLINIC
40 40 - BRIGHAM AND WOMEN'S HOSPITAL IMMUNOLOGY
221 LONGWOOD AVENUE BL-059
BOSTON,MA02115
CLINICAL LABORATORY
41 41 - KRAFT FAMILY BLOOD DONOR CTR AT DFCI
35 BINNEY STREET 1ST FLOOR
BOSTON,MA02115
BLOOD DONOR CENTER
42 42 - WOMEN'S HEALTH CARE CENTER OF THE NORTH
1 HUTCHINSON DRIVE 1ST FLOOR
DANVERS,MA01923
OUTPATIENT CLINIC
43 43 - NSMC PROFESSIONAL SERVICES
55 HIGHLAND AVENUE
SALEM,MA01923
OUTPATIENT CLINIC
44 44 - NORTH SHORE MEDICAL CENTER OUTP
490 LYNNFIELD STREET
LYNN,MA01904
OUTPATIENT CLINIC
45 45 - RADIOLOGY SERVICES AT LYNN COMMUNITY H
269 UNION STREET
LYNN,MA01901
OUTPATIENT CLINIC
46 46 - NSMC MAGNETIC IMAGING
4 CENTENNIAL DRIVE SUITE 104
PEABODY,MA01960
OUTPATIENT CLINIC
47 47 - NORTH SHORE MEDICAL CENTER OUTPATIENT I
1 BLACKBURN CIRCLE LEVEL 1 SUITE 2
GLOUCESTER,MA01930
OUTPATIENT CLINIC
48 48 - NEWTON-WELLESLEY FAMILY MEDICINE
111 NORFOLK AVENUE 1ST FLOOR
WALPOLE,MA02081
OUTPATIENT CLINIC
49 49 - NEWTON-WELLESLEY URGENT CARE
DEVINCENT BUILDING 9 HOPE AVENUE
WALTHAM,MA02453
OUTPATIENT CLINIC
50 50 - NEWTON-WELLESLY HOSPITAL HAND THERAPY
830 BOYLSTON STREET SUITE 212
CHESTNUT HILL,MA02467
OUTPATIENT CLINIC
51 51 - NEWTON-WELLESLEY AMBULATORY CARE CENTER
307 WEST CENTRAL STREET 1ST FLOOR
NATICK,MA01760
OUTPATIENT CLINIC
52 52 - NEWTON-WELLESLEY SLEEP CENTER AT NEWTON
2345 COMMONWEALTH AVENUE BUILDING C
NEWTON,MA02446
OUTPATIENT CLINIC
53 53 - NEWTON-WELLESLEY HOSPITAL REMOTE RADIOL
2000 WASHINGTON STREET
NEWTON,MA02462
OUTPATIENT CLINIC
54 54 - NEWTON-WELLESLEY OUTPATIENT SURGERY CTR
25 WASHINGTON STREET
WELLESLEY,MA02481
OUTPATIENT CLINIC
55 55 - NEWTON-WELLESLEY AMBULATORY CARE CENTER
159 WELLS AVENUE
NEWTON,MA02459
OUTPATIENT CLINIC
56 56 - MCLEAN SOUTHEAST DEPARTMENT OF VETERANS
940 BELMONT STREET BUILDING 7
BROCKTON,MA02301
OUTPATIENT CLINIC
57 57 - SPAULDING OUTPATIENT CENTER - BRIGHTON
20 GUEST STREET SUITE 150
BOSTON,MA02135
OUTPATIENT CLINIC
58 58 - SPAULDING OUTPATIENT CENTER - FRAMINGHAM
570 WORCESTER ROAD
FRAMINGHAM,MA01702
OUTPATIENT CLINIC
59 59 - SPAULDING OUTPATIENT CENTER - MEDFORD
101 MAIN STREET SUITE 101 AND
118-119
MEDFORD,MA02155
OUTPATIENT CLINIC
60 60 - SPAULDING OUTPATIENT CENTER - WELLESLEY
65 WALNUT STREET
WELLESLEY,MA02181
OUTPATIENT CLINIC
61 61 - SPAULDING OUTPATIENT CENTER - BRAINTREE
300 GRANITE STREET 1ST FLOOR
BRAINTREE,MA02184
OUTPATIENT CLINIC
62 62 - SPAULDING OUTPATIENT CENTER - DOWNTOWN
294 WASHINGTON STREET SUITE 215
BOSTON,MA02114
OUTPATIENT CLINIC
63 63 - SPAULDING OUTPATIENT CENTER - CAMBRIDGE
1575 CAMBRIDGE STREET 1ST FLOOR
CAMBRIDGE,MA02138
OUTPATIENT CLINIC
64 64 - SPAULDING OUTPATIENT CENTER FOR CHILDREN
1 MAGUIRE ROAD 1ST FLOOR
LEXINGTON,MA02421
OUTPATIENT CLINIC
65 65 - SPAULDING OUTPATIENT CENTER - LYNN
583 CHESTNUT STREET SUITES 3 AND 4
LYNN,MA01904
OUTPATIENT CLINIC
66 66 - SPAULDING OUTPATIENT CENTER - MARBLEHEAD
4 COMMUNITY ROAD 2ND FLOOR
MARBLEHEAD,MA01945
OUTPATIENT CLINIC
67 67 - SPAULDING OUTPATIENT CENTER - MIDDLETON
147 SOUTH MAIN STREET SUITE 300
MIDDLETON,MA01949
OUTPATIENT CLINIC
68 68 - SPAULDING OUTPATIENT CENTER - PEABODY
4 CENTENNIAL DRIVE SUITE 101
PEABODY,MA01960
OUTPATIENT CLINIC
69 69 - SPAULDING OUTPATIENT CENTER AT LYNCH
40 LEGGIS HILL ROAD 1ST FLOOR SUITE
4D
MARBLEHEAD,MA01945
OUTPATIENT CLINIC
70 70 - SPAULDING OUTPATIENT CENTER AT BRIGHTV
50 ENDICOTT STREET 2ND FLOOR
DANVERS,MA01923
OUTPATIENT CLINIC
71 71 - SPAULDING OUTPATIENT CENTER - CAPE ANN
1 BLACKBURN CIRCLE SUITE 2
GLOUCESTER,MA01930
OUTPATIENT CLINIC
72 72 - SPAULDING OUTPATIENT CENTER - ORLEANS
65 OLD COLONY WAY SUITE 2
ORLEANS,MA02653
OUTPATIENT CLINIC
73 73 - SPAULDING OUTPATIENT CENTER - YARMOUTH
130 ANSEL HALLET ROAD
WEST YARMOUTH,MA02675
OUTPATIENT CLINIC
74 74 - SPAULDING EILEEN M WARD OUTPATIENT CTR
280-D ROUTE 130 SUITE 7
FORESTDALE,MA02644
OUTPATIENT CLINIC
75 75 - SPAULDING AQUATICS PROGRAM - YARMOUTH
579 BUCK ISLAND ROAD
WEST YARMOUTH,MA02673
OUTPATIENT CLINIC
76 76 - SPAULDING OUTPATIENT CENTER - PLYMOUTH
1 SCOBEE CIRCLE
PLYMOUTH,MA02360
OUTPATIENT CLINIC
77 77 - COOLEY DICKINSON SOUTH DEERFIELD CENTER
21 B ELM STREET 1ST FLOOR
SOUTH DEERFIELD,MA01373
OUTPATIENT CLINIC
78 78 - COOLEY DICKINSON HOSPITAL
170 UNIVERSITY DRIVE
AMHERST,MA01002
OUTPATIENT CLINIC
79 79 - THE COOLEY DICKINSON HOSPITAL OUTPATIENT
10 COLLEGE HIGHWAY
SOUTHAMPTON,MA01073
OUTPATIENT CLINIC
80 80 - COOLEY DICKINSON HOSPITAL REHAB SERV
58 OLD NORTH ROAD SUITE 1
WORTHINGTON,MA01098
OUTPATIENT REHAB CLINIC
81 81 - COOLEY DICKINSON HOSPITAL REHAB SERV
380 RUSSELL STREET 1ST FLOOR
HADLEY,MA01035
OUTPATIENT REHAB CLINIC
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
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
PART I, LINE 3C: PARTNERS HEALTHCARE AFFILIATED HOSPITALS ARE TAX-EXEMPT ENTITIES, WHOSE UNDERLYING MISSION IS TO PROVIDE SERVICES TO ALL IN NEED OF MEDICAL CARE. PATIENTS REQUIRING URGENT OR EMERGENT SERVICES SHALL NOT BE DENIED THOSE SERVICES BASED ON THEIR INABILITY TO PAY. ITS HOSPITALS MAINTAIN AN "OPEN DOOR" POLICY AND DO NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, CITIZENSHIP, ALIENAGE, RELIGION, CREED, GENDER, SEXUAL PREFERENCE, AGE, OR DISABILITY.FINANCIAL ASSISTANCE DUE TO EXCESSIVE MEDICAL BILLS:PATIENTS WHO DO NOT QUALIFY UNDER THE FEDERAL POVERTY INCOME GUIDE MAY STILL QUALIFY FOR FINANCIAL ASSISTANCE IF THEY CAN DEMONSTRATE THAT THEIR MEDICAL EXPENSES EXCEED AN ESTABLISHED PERCENTAGE OF THEIR FAMILY INCOME. PATIENTS WHO QUALIFY UNDER THIS SECTION WILL BE OFFERED A DISCOUNT ON:1. ALL EMERGENT CARE AND ASSOCIATED MEDICALLY NECESSARY FOLLOW-UP SERVICES PROVIDED AT AN ACUTE CARE HOSPITAL AND PHYSICIAN ORGANIZATIONS 2. ALL QUALIFIED SERVICES AT THE SPAULDING REHABILITATION NETWORK HOSPITALS OR MCLEAN HOSPITALPART I, LINE 6A: PARTNERS HOSPITALS FILE THEIR ANNUAL COMMUNITY BENEFIT REPORT WITH THE ATTORNEY GENERAL OF MASSACHUSETTS.HTTP://WWW.CBSYS.AGO.STATE.MA.US/HEALTHCARE/HCCBAR.ASP
PART III, LINE 2 THE PATIENT LIABILITY IS REDUCED BY ALL PAYMENTS AND INSURANCE CONTRACTUAL ADJUSTMENTS. PREVIOUSLY APPLIED PATIENT DISCOUNTS ARE REVERSED PRIOR TO PLACEMENT IN BAD DEBT IF THE PATIENT DOES NOT PAY AFTER THE PRESCRIBED COLLECTION PROCESS OR IF THE PATIENT RENEGES ON A PREVIOUSLY AGREED PAYMENT SCHEDULE.
PART III, LINE 4: TEXT OF BAD DEBT FOOTNOTE FROM AFS:IN ADDITION TO CHARITY CARE AND INADEQUATE FUNDING FROM THE MEDICAID AND MEDICARE PROGRAMS, THERE ARE SIGNIFICANT LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENT FOR SERVICES RENDERED OR INSURED PATIENTS WHO FAIL TO REMIT CO-PAYMENTS AND DEDUCTIBLES AS REQUIRED UNDER THE APPLICABLE HEALTH INSURANCE ARRANGEMENT. THE PROVISION FOR BAD DEBTS REPRESENTS CHARGES FOR SERVICES PROVIDED THAT ARE DEEMED TO BE UNCOLLECTIBLE AND WAS $127,798 AND $129,051 IN 2016 AND 2015, RESPECTIVELY. THE ESTIMATED COST OF PROVIDING THESE SERVICES WAS APPROXIMATELY $44,959 AND $48,347 FOR 2016 AND 2015, RESPECTIVELY.
PART III, LINE 8: : ALL COSTS REPORTED ON THE MEDICARE COST REPORT HAVE BEEN DETERMINED IN ACCORDANCE WITH MEDICARE COST-FINDING PRINCIPLES. COSTS ALLOCABLE TO MEDICARE PATIENTS ARE LIMITED TO CERTAIN SERVICES AND DERIVED IN A NUMBER OF WAYS, INCLUDING AVERAGE COST PER DAY TIMES MEDICARE DAYS AND RATIO OF COST TO CHARGES APPLIED TO CHARGES FOR ANCILLARY SERVICES PROVIDED TO MEDICARE BENEFICIARIES. THE DETERMINATION OF ALLOWABLE COSTS VIA THE MEDICARE COST REPORT EXCLUDES THE COST AND REVENUE ASSOCIATED WITH CERTAIN SERVICES, LIMITS THE COSTS RECOGNIZED FOR OTHER SERVICES AND EXCLUDES CERTAIN COSTS OF DOING BUSINESS. IN ADDITION, THE MEDICARE COST REPORT METHODOLOGY DOES NOT ALLOCATE COSTS TO MEDICARE BENEFICIARIES AS PRECISELY AS COST ACCOUNTING SYSTEMS, WHICH, FOR EXAMPLE, ACCOUNT FOR THE MORE INTENSIVE NURSING CARE MEDICARE BENEFICIARIES OFTEN REQUIRE.LOSSES ON THE PROVISION OF CARE TO MEDICARE PATIENTS SHOULD BE CONSIDERED COMMUNITY BENEFIT BECAUSE THEY REPRESENT A DIRECT SUBSIDY TO THE FEDERAL GOVERNMENT BY HOSPITALS TO COVER THE COST OF CARE IN EXCESS OF MEDICARE REIMBURSEMENT. PROVIDING CARE FOR THE ELDERLY AND DISABLED, AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD BECAUSE ACCESS TO CARE IS ONE OF THE MOST IMPORTANT WAYS WE CAN SERVE OUR COMMUNITIES. THIS SUBSIDY HELPS TO MAKE THAT ACCESS POSSIBLE.
PART III, LINE 9B: PER MASSACHUSETTS REGULATION, PATIENTS WHO HAVE BEEN QUALIFIED AS "LOW INCOME" BY APPLYING FOR ONE OF SEVERAL PROGRAMS INCLUDING MASSHEALTH, COMMONHEALTH, COMMONWEALTH CARE OR HEALTH SAFETY NET ARE EXEMPT FROM COLLECTION PRACTICES. THE HOSPITAL WILL TAKE REASONABLE STEPS TO ENSURE THAT NO COLLECTION ACTIONS, INCLUDING TELEPHONE CALLS, STATEMENTS OR LETTERS, ARE INITIATED FOR THOSE PATIENT BALANCES THAT MAY BE EXEMPT FROM COLLECTION ACTION BY REGULATION, INCLUDING PATIENTS DETERMINED TO BE "LOW INCOME" BY THE OFFICE OF MEDICAID, OR ENROLLED IN MASS HEALTH, CMSP WITH A FAMILY INCOME OF UNDER 401% OF THE FPG, EAEDC, HEALTHY START OR CENTER CARE EXCEPTING THOSE DEDUCTIBLES AND COPAYMENTS DETERMINED BY THOSE PROGRAMS TO BE A PATIENT RESPONSIBILITY. IF IT IS DETERMINED THAT A PATIENT WAS ENROLLED IN ONE OF THOSE CATEGORIES THEN ALL COLLECTION ACTIONS (EXCEPT APPLICABLE CO-PAYMENTS AND DEDUCTIBLES) WITH THE PATIENT WILL BE CLOSED FOR SERVICES THAT OCCURRED DURING THE PATIENT'S PERIOD OF ELIGIBILITY. COLLECTION ACTIONS WILL ALSO CEASE FOR AS LONG AS THE PATIENT IS DETERMINED TO BE "LOW INCOME" IF THE BALANCE IS FROM A PERIOD WHEN THE PATIENT WAS NOT ENROLLED IN A QUALIFYING PROGRAM. THE HOSPITAL MAY CONTINUE TO SEND LETTERS REQUESTING INFORMATION OR ACTION BY THE PATIENT TO RESOLVE COVERAGE AND/OR ELIGIBILITY ISSUES WITH A PRIMARY PAYER, WORKERS COMPENSATION PROGRAM OR TO OBTAIN ANY THIRD PARTY LIABILITY OR MVA CARRIER INFORMATION.
PART VI, LINE 2: PARTNERS HEALTHCARE IS COMMITTED TO WORKING WITH COMMUNITY RESIDENTS ANDORGANIZATIONS TO MAKE SIGNIFICANT, MEASURABLE AND SUSTAINABLE PROGRESS TOWARDS IMPROVING THE HEALTH AND WELL-BEING OF LOW INCOME, VULNERABLE PEOPLE AND POPULATIONS IN THE COMMUNITIES SERVED. COMMUNITY BENEFIT PRIORITIES ARE DETERMINED THROUGH A COMMUNITY NEEDS ASSESSMENT PROCESS: ASYNTHESIS OF COMMUNITY PARTICIPATION AND PUBLICLY AVAILABLE DATA. EXTENSIVE DATA FOR NEIGHBORHOODS, TOWNS, AND CITIES, FOCUSING ON BOTH THESOCIAL AND BIOLOGICAL DETERMINANTS OF HEALTH, INFORMS PARTNERS HEALTHCARE'S DECISION-MAKING AND IS AVAILABLE FOR USE BY COMMUNITY ORGANIZATIONS, MUNICIPALITIES, AND THE GENERAL PUBLIC. PARTNERS COMMUNITY HEALTH HAS COMPILED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN COLLABORATION WITH HEALTH RESOURCES IN ACTION THAT SUMMARIZES THE RESULTS AND FINDINGS OF THE RESPECTIVE CHNAS OF OUR MEMBER INSTITUTIONS. IN ADDITION, ALL OF PARTNERS' MEMBER INSTITUTIONS CONDUCT CHNAS OF THEIR OWN, AT MINIMUM, EVERY 3 YEARS.SEE CHNAS FOR EACH HOSPITAL FACILITY AS REPORTED ON SCHEDULE H, PART V,LINE 5 AS WELL AS THE FY'15 COMMUNITY BENEFIT REPORTS THAT WERE FILEDWITH THE MASSACHUSETTS ATTORNEY GENERAL FOUND AT:HTTP://WWW.CBSYS.AGO.STATE.MA.US/CBPUBLIC/PUBLIC/BROWSE_REPORTS.ASPX?SECTION=0
PART VI, LINE 3: THE HOSPITAL WILL SEEK TO IDENTIFY PATIENTS WHO MAY BE UNINSURED ORINADEQUATELY INSURED IN ORDER TO PROVIDE COUNSELING AND ASSISTANCE. THEHOSPITAL WILL PROVIDE FINANCIAL COUNSELING TO THESE PATIENTS AND THEIRFAMILIES, INCLUDING SCREENING FOR ELIGIBILITY FOR OTHER SOURCES OF COVERAGE, SUCH AS STATE PROGRAMS AND OTHER GOVERNMENT PROGRAMS (INCLUDINGTO THE EXTENT POSSIBLE, MEDICAID PROGRAMS IN STATES OTHER THANMASSACHUSETTS), AND PROVIDING INFORMATION REGARDING ALL ACCEPTABLEMETHODS OF PAYMENT OF THE HOSPITAL BILL. THE HOSPITAL WILL ENCOURAGEPATIENTS WHO ARE POTENTIALLY ELIGIBLE FOR COVERAGE FROM STATE PROGRAMS OROTHER GOVERNMENT PROGRAMS TO APPLY FOR COVERAGE AND SHALL ASSIST THEPATIENT IN APPLYING FOR BENEFITS. PATIENTS MAY ALSO APPLY FOR AND BEAPPROVED FOR COVERAGE BY THE HSN FOR COINSURANCE OR DEDUCTIBLES NOTCOVERED BY THEIR PRIMARY INSURANCE PLAN. B.THE HOSPITAL WILL POST A NOTICE (SIGNS) OF THE AVAILABILITY OF FINANCIALASSISTANCE PROGRAMS AND DESCRIBE WHERE TO GO TO FOR ASSISTANCE IN THEFOLLOWING LOCATIONS: 1. INPATIENT, CLINIC, EMERGENCY DEPARTMENT, ANDCOMMUNITY HEALTH CENTER ADMISSION AND/OR REGISTRATION AREAS; 2. FINANCIALCOUNSELING WAITING AREAS 3. CENTRAL ADMISSION/REGISTRATION AREAS THAT AREOPEN TO PATIENTS 4. BUSINESS OFFICE WAITING AREAS THAT ARE OPEN TOPATIENTS SIGNS WILL BE TRANSLATED INTO OTHER LANGUAGES TO THE EXTENT THATTHE LANGUAGE IS THE PRIMARY LANGUAGE OF MORE THAN 10% OF RESIDENTS IN THEHOSPITAL'S SERVICE. SIGNS WILL GENERALLY BE POSTED IN ENGLISH ANDSPANISH. POSTED SIGNS WILL BE CLEARLY VISIBLE AND LEGIBLE TO PATIENTSVISITING THESE AREAS. SIGNAGE WILL ALSO INCLUDE INSTRUCTIONS ON ACCESS TOTRANSLATION SERVICES FOR PATIENTS WHO HAVE OTHER LANGUAGE NEEDS. THE PHSFINANCIAL ASSISTANCE POLICY AND PHS UNINSURED PATIENT DISCOUNT POLICYWILL ALSO BE MADE AVAILABLE TO PATIENTS AS REQUIRED TO ENSURE THAT ALLPATIENTS ARE AWARE OF THE AVAILABILITY OF ASSISTANCE.
PART VI, LINE 4: PLEASE GO TO THE PARTNERS HEALTHCARE COMMUNITY HEALTH BROCHURE FOR MOREINFORMATION:HTTP://PARTNERSHEALTHCARE.UBERFLIP.COM/I/302694-PARTNERS-COMMUNITY-HEALTHBROCHUREPARTNERS' HOSPITALS WORK TO PROVIDE CARE IN ALL CORNERS OF THE WORLD -LOCALLY, NATIONALLY AND GLOBALLY - BY PARTNERING WITH UNDERSERVED COMMUNITIES TO BUILD, IMPROVE AND SUSTAIN HEALTH CARE DELIVERY ANDHEALTHIER COMMUNITIES.BELOW ARE SOME OF THE COMMUNITIES AND TARGET POPULATIONS SERVED:BOSTON RESIDENTS EXPERIENCING HEALTH DISPARITIESMEDICALLY UNDERSERVED AND/OR LOW INCOME WOMEN AND OTHER RESIDENTS INPRIORITY COMMUNITIES LIKE MISSION HILL, ROXBURY, JAMAICA PLAIN,DORCHESTER AND MATTAPANVICTIMS OF DOMESTIC VIOLENCEINDIVIDUALS WHO ARE HIV POSITIVE (OR AT RISK OF HIV)RESIDENTS WITH DISPROPORTIONATELY LOWER RATES OF COLORECTAL CANCERSCREENING - WITH A FOCUS ON HISPANIC/LATINO RESIDENTSRESIDENTS AT GREATEST RISK OF AND THOSE LIVING WITH HEART DISEASENATIVE AMERICANSBOSTON YOUTH AND OTHER SPECIAL POPULATIONS SUCH AS THE ELDERLY, HOMELESS,IMMIGRANTS, AND REFUGEESCHARLESTOWN - AN INDEPENDENT-MINDED AND GEOGRAPHICALLY ISOLATED COMMUNITY, CHARLESTOWN IS THE SECOND SMALLEST NEIGHBORHOOD IN BOSTON, ANDHAS BOTH THE WEALTHIEST AND POOREST RESIDENTS IN THE CITY OF BOSTON WITHIN IT. DESPITE THE DISPARITIES, THE CHARLESTOWN COMMUNITY CONTINUESTO MAKE GAINS IN PREVENTING AND TREATING SUBSTANCE ABUSE - THE COMMUNITY'S KEY GOAL.CHELSEA - HOME TO A LARGE POPULATION OF IMMIGRANTS AND REFUGEES, CHELSEASEEKS TO IMPROVE ACCESS TO AND REDUCE DISPARITIES IN HEALTH CARE.REVERE - REVERE IS A CLOSE-KNIT COASTAL CITY LOCATED FIVE MILES NORTH OFBOSTON. COMMUNITY GOALS INCLUDE REDUCING SUBSTANCE ABUSE AND VIOLENCE,AND IMPROVING HEALTHY LIVING.LOW-INCOME INDIVIDUALS LIVING ON THE NORTH SHORE (LYNN, SALEM ANDSURROUNDING COMMUNITIES)
PART VI, LINE 5: THE HOSPITALS INCLUDED IN THE PARTNERS HEALTH CARE SYSTEM HAVE GOVERNINGBODIES THAT ARE COMPRISED OF COMMUNITY LEADERS WHO ARE GUIDED BY THEMISSION TO DELIVER EXCELLENCE IN PATIENT CARE, ADVANCE THAT CARE THROUGH INNOVATIVE RESEARCH AND EDUCATION AND IMPROVE THE HEALTH AND WELL-BEING OF THE DIVERSE COMMUNITIES SERVED.SURPLUS FUNDS ARE USED TO FURTHER THE ORGANIZATION'S TAX EXEMPT MISSIONSOF PATIENT CARE, EDUCATION AND RESEARCH.
PART VI, LINE 6: PARTNERS HEALTHCARE IS ONE OF THE LARGEST CHARITABLE DIVERSIFIED HEALTHCARE SERVICES ORGANIZATIONS IN THE UNITED STATES. PHS WAS ESTABLISHED IN1994 BY AN AFFILIATION BETWEEN THE BRIGHAM MEDICAL CENTER, INC., NOWKNOWN AS BRIGHAM AND WOMEN'S HEALTH CARE, INC., AND THE MASSACHUSETTSGENERAL HOSPITAL, IN ORDER TO CREATE AN INTEGRATED HEALTH CARE DELIVERYSYSTEM. PARTNERS HEALTHCARE CURRENTLY OPERATES TWO TERTIARY AND SEVENCOMMUNITY ACUTE CARE HOSPITALS THAT COMPRISE THE LARGEST ACUTE HEALTHCARE SYSTEM IN EASTERN MASSACHUSETTS, ONE HOSPITAL PROVIDING INPATIENT AND OUTPATIENT MENTAL HEALTH SERVICES AND FOUR HOSPITALS PROVIDINGINPATIENT AND OUTPATIENT SERVICES IN REHABILITATION MEDICINE. THETERTIARY HOSPITALS ARE BRIGHAM AND WOMEN'S HOSPITAL AND THE GENERALHOSPITAL CORPORATION, COMMONLY KNOWN AS MASSACHUSETTS GENERAL HOSPITAL.THE COMMUNITY ACUTE CARE HOSPITALS ARE COOLEY DICKINSON HOSPITAL,FAULKNER HOSPITAL, NEWTON-WELLESLEY HOSPITAL, SALEM HOSPITAL, UNIONHOSPITAL, MARTHA'S VINEYARD HOSPITAL AND NANTUCKET COTTAGE HOSPITAL.MCLEAN HOSPITAL PROVIDES INPATIENT AND OUTPATIENT MENTAL HEALTH SERVICES,WHILE SPAULDING REHABILITATION HOSPITAL, SPAULDING HOSPITAL-CAMBRIDGE,SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL AND REHABILITATION HOSPITAL OFTHE CAPE AND ISLANDS PROVIDE INPATIENT AND OUTPATIENT SERVICES INREHABILITATION MEDICINE. PARTNERS CONTINUING CARE OVERSEES THEMANAGEMENT, DELIVERY AND INTEGRATION OF NON-ACUTE SERVICES IN THEPARTNERS HEALTHCARE SYSTEM. PARTNERS HEALTHCARE PROVIDES PATIENT ACCESS,TRAINING AND ADVISORY SERVICES TO PUBLIC AND PRIVATE ORGANIZATIONS ABROADTHROUGH PARTNERS HEALTHCARE INTERNATIONAL AND PARTNERS MEDICALINTERNATIONAL. PARTNERS HEALTHCARE HAS THE LARGEST NON-UNIVERSITY-BASED NON-PROFITPRIVATE MEDICAL RESEARCH ENTERPRISE IN THE UNITED STATES AND IS APRINCIPAL TEACHING AFFILIATE OF THE MEDICAL AND DENTAL SCHOOLS OF HARVARDUNIVERSITY. PARTNERS HEALTHCARE ALSO OPERATES A PHYSICIAN NETWORK OFAPPROXIMATELY 6,420 PRIMARY CARE PHYSICIANS (PCPS) AND SPECIALISTS.PARTNERS HEALTHCARE ALSO OPERATES NEIGHBORHOOD HEALTH PLAN, A LICENSED,NON-PROFIT MANAGED CARE ORGANIZATION THAT PROVIDES HEALTH INSURANCEPRODUCTS TO THE MEDICAID, MASSACHUSETTS HEALTH CONNECTOR AND COMMERCIALPOPULATIONS. WITH APPROXIMATELY 45,500 FULL-TIME EQUIVALENT EMPLOYEES(FTES), PARTNERS HEALTHCARE IS ONE OF THE LARGEST PRIVATE EMPLOYERS INTHE COMMONWEALTH OF MASSACHUSETTS (THE COMMONWEALTH).PHS, AS THE PARENT CORPORATION OF PARTNERS HEALTHCARE, PROVIDES A NUMBEROF SERVICES FOR ITS AFFILIATES, INCLUDING CLINICAL AFFAIRS, COMMUNITYBENEFITS, FINANCE, HUMAN RESOURCES, INFORMATION SYSTEMS, INTERNAL AUDIT,INVESTMENTS, LEGAL, MARKETING, MATERIALS MANAGEMENT, REAL ESTATE,RESEARCH ADMINISTRATION AND TREASURY. THE FINANCE COMMITTEE OF THE PHSBOARD OF DIRECTORS SERVES ALL OF PARTNERS HEALTHCARE'S CONSTITUENTS AND OVERSEES A CENTRALIZED OPERATING AND CAPITAL BUDGET AND BUSINESS PLANNINGPROCESS. PARTNERS HEALTHCARE'S CASH AND INVESTMENTS ARE MANAGEDCENTRALLY UNDER POLICIES DEVELOPED BY THE INVESTMENT COMMITTEE OF THE PHSBOARD OF DIRECTORS AND REVIEWED BY THE FINANCE COMMITTEE. PHS ALSOCOORDINATES THE RESEARCH AND MEDICAL EDUCATION PROGRAMS OF ITSAFFILIATES.
NEEDS ASSESSMENT PART VI, LINE 2: PARTNERS HEALTHCARE IS COMMITTED TO WORKING WITH COMMUNITY RESIDENTS AND ORGANIZATIONS TO MAKE SIGNIFICANT, MEASURABLE AND SUSTAINABLE PROGRESS TOWARDS IMPROVING THE HEALTH AND WELL-BEING OF LOW INCOME, VULNERABLE PEOPLE AND POPULATIONS IN THE COMMUNITIES SERVED. COMMUNITY BENEFIT PRIORITIES ARE DETERMINED THROUGH A COMMUNITY NEEDS ASSESSMENT PROCESS: A SYNTHESIS OF COMMUNITY PARTICIPATION AND PUBLICLY AVAILABLE DATA. EXTENSIVE DATA FOR NEIGHBORHOODS, TOWNS, AND CITIES, FOCUSING ON BOTH THE SOCIAL AND BIOLOGICAL DETERMINANTS OF HEALTH, INFORMS PARTNERS HEALTHCARE'S DECISION-MAKING AND IS AVAILABLE FOR USE BY COMMUNITY ORGANIZATIONS, MUNICIPALITIES, AND THE GENERAL PUBLIC. PARTNERS COMMUNITY HEALTH HAS COMPILED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN COLLABORATION WITH HEALTH RESOURCES IN ACTION THAT SUMMARIZES THE RESULTS AND FINDINGS OF THE RESPECTIVE CHNAS OF OUR MEMBER INSTITUTIONS. IN ADDITION, ALL OF PARTNERS' MEMBER INSTITUTIONS CONDUCT CHNAS OF THEIR OWN, AT MINIMUM, EVERY 3 YEARS. SEE CHNAS FOR EACH HOSPITAL FACILITY AS REPORTED ON SCHEDULE H, PART V 5 AS WELL AS THE FY'16 COMMUNITY BENEFIT REPORTS THAT WERE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL FOUND AT: HTTP://WWW.CBSYS.AGO.STATE.MA.US/CBPUBLIC/PUBLIC/BROWSE_REPORTS.ASPX?SECTION=0
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: PART VI, LINE 3: THE HOSPITAL WILL SEEK TO IDENTIFY PATIENTS WHO MAY BE UNINSURED OR INADEQUATELY INSURED IN ORDER TO PROVIDE COUNSELING AND ASSISTANCE. THE HOSPITAL WILL PROVIDE FINANCIAL COUNSELING TO THESE PATIENTS AND THEIR FAMILIES, INCLUDING SCREENING FOR ELIGIBILITY FOR OTHER SOURCES OF COVERAGE, SUCH AS STATE PROGRAMS AND OTHER GOVERNMENT PROGRAMS (INCLUDING TO THE EXTENT POSSIBLE, MEDICAID PROGRAMS IN STATES OTHER THAN MASSACHUSETTS), AND PROVIDING INFORMATION REGARDING ALL ACCEPTABLE METHODS OF PAYMENT OF THE HOSPITAL BILL. THE HOSPITAL WILL ENCOURAGE PATIENTS WHO ARE POTENTIALLY ELIGIBLE FOR COVERAGE FROM STATE PROGRAMS OR OTHER GOVERNMENT PROGRAMS TO APPLY FOR COVERAGE AND SHALL ASSIST THE PATIENT IN APPLYING FOR BENEFITS. PATIENTS MAY ALSO APPLY FOR AND BE APPROVED FOR COVERAGE BY THE HSN FOR COINSURANCE OR DEDUCTIBLES NOT COVERED BY THEIR PRIMARY INSURANCE PLAN. B. THE HOSPITAL WILL POST A NOTICE (SIGNS) OF THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS AND DESCRIBE WHERE TO GO TO FOR ASSISTANCE IN THE FOLLOWING LOCATIONS: 1. INPATIENT, CLINIC, EMERGENCY DEPARTMENT, AND COMMUNITY HEALTH CENTER ADMISSION AND/OR REGISTRATION AREAS; 2. FINANCIAL COUNSELING WAITING AREAS 3. CENTRAL ADMISSION/REGISTRATION AREAS THAT ARE OPEN TO PATIENTS 4. BUSINESS OFFICE WAITING AREAS THAT ARE OPEN TO PATIENTS SIGNS WILL BE TRANSLATED INTO OTHER LANGUAGES TO THE EXTENT THAT THE LANGUAGE IS THE PRIMARY LANGUAGE OF MORE THAN 10% OF RESIDENTS IN THE HOSPITAL'S SERVICE. SIGNS WILL GENERALLY BE POSTED IN ENGLISH AND SPANISH. POSTED SIGNS WILL BE CLEARLY VISIBLE AND LEGIBLE TO PATIENTS VISITING THESE AREAS. SIGNAGE WILL ALSO INCLUDE INSTRUCTIONS ON ACCESS TO TRANSLATION SERVICES FOR PATIENTS WHO HAVE OTHER LANGUAGE NEEDS. THE PHS FINANCIAL ASSISTANCE POLICY AND PHS UNINSURED PATIENT DISCOUNT POLICY WILL ALSO BE MADE AVAILABLE TO PATIENTS AS REQUIRED TO ENSURE THAT ALL PATIENTS ARE AWARE OF THE AVAILABILITY OF ASSISTANCE.
COMMUNITY INFORMATION: PART VI, LINE 4: COMMUNITIES SERVEDPLEASE GO TO THE PARTNERS HEALTHCARE COMMUNITY HEALTH BROCHURE FOR MORE INFORMATION:HTTP://PARTNERSHEALTHCARE.UBERFLIP.COM/I/302694-PARTNERS-COMMUNITY-HEALTH-BROCHUREPARTNERS HEALTHCARE IS COMMITTED TO WORKING WITH COMMUNITY RESIDENTS AND ORGANIZATIONS TO MAKE MEASURABLE, SUSTAINABLE IMPROVEMENTS IN THE HEALTH STATUS OF UNDERSERVED POPULATIONS. BELOW ARE SOME OF THE COMMUNITIES AND TARGET POPULATIONS SERVED: BOSTON RESIDENTS EXPERIENCING HEALTH DISPARITIESMEDICALLY UNDERSERVED AND/OR LOW INCOME WOMEN AND OTHER RESIDENTS IN PRIORITY COMMUNITIES LIKE MISSION HILL, ROXBURY, JAMAICA PLAIN, DORCHESTER AND MATTAPANVICTIMS OF DOMESTIC VIOLENCEINDIVIDUALS WHO ARE HIV POSITIVE (OR AT RISK OF HIV)RESIDENTS WITH DISPROPORTIONATELY LOWER RATES OF COLORECTAL CANCER SCREENING - WITH A FOCUS ON HISPANIC/LATINO RESIDENTSRESIDENTS AT GREATEST RISK OF AND THOSE LIVING WITH HEART DISEASENATIVE AMERICANSBOSTON YOUTH AND OTHER SPECIAL POPULATIONS SUCH AS THE ELDERLY, HOMELESS, IMMIGRANTS, AND REFUGEESCHARLESTOWN - AN INDEPENDENT-MINDED AND GEOGRAPHICALLY ISOLATED COMMUNITY, CHARLESTOWN IS THE SECOND SMALLEST NEIGHBORHOOD IN BOSTON, AND HAS BOTH THE WEALTHIEST AND POOREST RESIDENTS IN THE CITY OF BOSTON WITHIN IT. DESPITE THE DISPARITIES, THE CHARLESTOWN COMMUNITY CONTINUES TO MAKE GAINS IN PREVENTING AND TREATING SUBSTANCE ABUSE - THE COMMUNITY'S KEY GOAL.CHELSEA - HOME TO A LARGE POPULATION OF IMMIGRANTS AND REFUGEES, CHELSEA SEEKS TO IMPROVE ACCESS TO AND REDUCE DISPARITIES IN HEALTH CARE.REVERE - REVERE IS A CLOSE-KNIT COASTAL CITY LOCATED FIVE MILES NORTH OF BOSTON. COMMUNITY GOALS INCLUDE REDUCING SUBSTANCE ABUSE AND VIOLENCE, AND IMPROVING HEALTHY LIVING.LOW-INCOME INDIVIDUALS LIVING ON THE NORTH SHORE (LYNN, SALEM AND SURROUNDING COMMUNITIES)
PROMOTION OF COMMUNITY HEALTH: PART VI, LINE 5: THE HOSPITALS INCLUDED IN THE PARTNERS HEALTH CARE SYSTEM HAVE GOVERNING BODIES THAT ARE COMPRISED OF COMMUNITY LEADERS WHO ARE GUIDED BY THE MISSION TO DELIVER EXCELLENCE IN PATIENT CARE, ADVANCE THAT CARE THROUGH INNOVATIVE RESEARCH AND EDUCATION AND IMPROVE THE HEALTH AND WELL-BEING OF THE DIVERSE COMMUNITIES SERVED.SURPLUS FUNDS ARE USED TO FURTHER THE ORGANIZATION'S TAX EXEMPT MISSIONS OF PATIENT CARE, EDUCATION AND RESEARCH.
AFFILIATED HEALTH CARE SYSTEM: PART VI, LINE 6:PARTNERS HEALTHCARE IS ONE OF THE LARGEST CHARITABLE DIVERSIFIED HEALTH CARE SERVICES ORGANIZATIONS IN THE UNITED STATES. PHS WAS ESTABLISHED IN 1994 BY AN AFFILIATION BETWEEN THE BRIGHAM MEDICAL CENTER, INC., NOW KNOWN AS BRIGHAM AND WOMEN'S HEALTH CARE, INC., AND THE MASSACHUSETTS GENERAL HOSPITAL, IN ORDER TO CREATE AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. PARTNERS HEALTHCARE CURRENTLY OPERATES TWO TERTIARY AND SEVEN COMMUNITY ACUTE CARE HOSPITALS THAT COMPRISE THE LARGEST ACUTE HEALTH CARE SYSTEM IN EASTERN MASSACHUSETTS, ONE HOSPITAL PROVIDING INPATIENT AND OUTPATIENT MENTAL HEALTH SERVICES AND FOUR HOSPITALS PROVIDING INPATIENT AND OUTPATIENT SERVICES IN REHABILITATION MEDICINE. THE TERTIARY HOSPITALS ARE BRIGHAM AND WOMEN'S HOSPITAL AND THE GENERAL HOSPITAL CORPORATION, COMMONLY KNOWN AS MASSACHUSETTS GENERAL HOSPITAL. THE COMMUNITY ACUTE CARE HOSPITALS ARE COOLEY DICKINSON HOSPITAL, FAULKNER HOSPITAL, NEWTON-WELLESLEY HOSPITAL, SALEM HOSPITAL, UNION HOSPITAL, MARTHA'S VINEYARD HOSPITAL AND NANTUCKET COTTAGE HOSPITAL. MCLEAN HOSPITAL PROVIDES INPATIENT AND OUTPATIENT MENTAL HEALTH SERVICES, WHILE SPAULDING REHABILITATION HOSPITAL, SPAULDING HOSPITAL-CAMBRIDGE, AND REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS PROVIDE INPATIENT AND OUTPATIENT SERVICES IN REHABILITATION MEDICINE. PARTNERS CONTINUING CARE OVERSEES THE MANAGEMENT, DELIVERY AND INTEGRATION OF NON-ACUTE SERVICES IN THE PARTNERS HEALTHCARE SYSTEM. PARTNERS HEALTHCARE PROVIDES PATIENT ACCESS, TRAINING AND ADVISORY SERVICES TO PUBLIC AND PRIVATE ORGANIZATIONS ABROAD THROUGH PARTNERS HEALTHCARE INTERNATIONAL AND PARTNERS MEDICAL INTERNATIONAL.PARTNERS HEALTHCARE HAS THE LARGEST NON-UNIVERSITY-BASED NON-PROFIT PRIVATE MEDICAL RESEARCH ENTERPRISE IN THE UNITED STATES AND IS A PRINCIPAL TEACHING AFFILIATE OF THE MEDICAL AND DENTAL SCHOOLS OF HARVARD UNIVERSITY. PARTNERS HEALTHCARE ALSO OPERATES A PHYSICIAN NETWORK OF APPROXIMATELY 6,420 PRIMARY CARE PHYSICIANS (PCPS) AND SPECIALISTS. PARTNERS HEALTHCARE ALSO OPERATES NEIGHBORHOOD HEALTH PLAN, A LICENSED, NON-PROFIT MANAGED CARE ORGANIZATION THAT PROVIDES HEALTH INSURANCE PRODUCTS TO THE MEDICAID, MASSACHUSETTS HEALTH CONNECTOR AND COMMERCIAL POPULATIONS. WITH APPROXIMATELY 45,500 FULL-TIME EQUIVALENT EMPLOYEES (FTES), PARTNERS HEALTHCARE IS ONE OF THE LARGEST PRIVATE EMPLOYERS IN THE COMMONWEALTH OF MASSACHUSETTS (THE COMMONWEALTH).PHS, AS THE PARENT CORPORATION OF PARTNERS HEALTHCARE, PROVIDES A NUMBER OF SERVICES FOR ITS AFFILIATES, INCLUDING CLINICAL AFFAIRS, COMMUNITY BENEFITS, FINANCE, HUMAN RESOURCES, INFORMATION SYSTEMS, INTERNAL AUDIT, INVESTMENTS, LEGAL, MARKETING, MATERIALS MANAGEMENT, REAL ESTATE, RESEARCH ADMINISTRATION AND TREASURY. THE FINANCE COMMITTEE OF THE PHS BOARD OF DIRECTORS SERVES ALL OF PARTNERS HEALTHCARE'S CONSTITUENTS AND OVERSEES A CENTRALIZED OPERATING AND CAPITAL BUDGET AND BUSINESS PLANNING PROCESS. PARTNERS HEALTHCARE'S CASH AND INVESTMENTS ARE MANAGED CENTRALLY UNDER POLICIES DEVELOPED BY THE INVESTMENT COMMITTEE OF THE PHS BOARD OF DIRECTORS AND REVIEWED BY THE FINANCE COMMITTEE. PHS ALSO COORDINATES THE RESEARCH AND MEDICAL EDUCATION PROGRAMS OF ITS AFFILIATES.
STATE OF FILING COMMUNITY BENEFIT REPORT: PART VI, LINE 7: EACH OF THE HOSPITALS THAT COMPRISE THE PARTNERS NETWORK HAS A COMMUNITY BENEFIT PLANNING AND SERVICE DELIVERY STRUCTURE. EACH OF THESE ENTITIES (EXCEPT THE THREE REHABILITATION FACILITIES LISTED IN PART V, SECTION A) HAS FILED A SEPARATE COMMUNITY BENEFIT REPORT WITH ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS. COORDINATING ACTIVITIES ON A SYSTEM-WIDE BASIS IS MATT FISHMAN, VICE PRESIDENT FOR COMMUNITY HEALTH FOR PARTNERS HEALTHCARE.
Schedule H (Form 990) 2015
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," on 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
2015
Open to Public
Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number
90-0656139
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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) THE MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET
BOSTON,MA02114
04-1564655 501(C)(3) 67,741,903       TO SUPPORT TAX EXEMPT AFFLILIATE
(2) NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STREET
NEWTON,MA02462
04-2103611 501(C)(3) 5,411,143       TO SUPPORT TAX EXEMPT AFFLILIATE
(3) NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREET
NANTUCKET,MA02554
04-2103823 501(C)(3) 787,283       TO SUPPORT TAX EXEMPT AFFLILIATE
(4) THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREET
BOSTON,MA02115
04-2312909 501(C)(3) 23,239,801       TO SUPPORT TAX EXEMPT AFFLILIATE
(5) THE SPAULDING REHABILITATION HOSPITAL CORP
300 FIRST AVENUE
CHARLESTOWN,MA02129
04-2551124 501(C)(3) 20,051,141       TO SUPPORT TAX EXEMPT AFFLILIATE
(6) THE GENERAL HOSPITAL CORPORATION
55 FRUIT STREET
BOSTON,MA02114
04-2697983 501(C)(3) 81,673,764       TO SUPPORT TAX EXEMPT AFFLILIATE
(7) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC
1153 CENTRE STREET
BOSTON,MA02130
04-2768256 501(C)(3) 164,224,227       TO SUPPORT TAX EXEMPT AFFLILIATE
(8) MASSACHUSETTS GENERAL PHYSICIANS ORGANIZ
55 FRUIT STREET
BOSTON,MA02114
04-2807148 501(C)(3) 26,657,611       TO SUPPORT TAX EXEMPT AFFLILIATE
(9) BRIGHAM AND WOMEN'S HEALTH CARE INC
75 FRANCIS STREET
BOSTON,MA02115
04-2921338 501(C)(3) 49,972,688       TO SUPPORT TAX EXEMPT AFFLILIATE
(10) PARTNERS HEALTHCARE SYSTEM INC
800 BOYLSTON STREET
BOSTON,MA02199
04-3230035 501(C)(3) 66,815,032       TO SUPPORT TAX EXEMPT AFFLILIATE
(11) NORTH SHORE MEDICAL CENTER INC
81 HIGHLAND AVENUE
SALEM,MA01970
04-3399616 501(C)(3) 5,958,452       TO SUPPORT TAX EXEMPT AFFLILIATE
(12) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION
75 FRANCIS STREET
BOSTON,MA02115
04-3466314 501(C)(3) 42,932,464       TO SUPPORT TAX EXEMPT AFFLILIATE
(13) MCLEAN HEALTHCARE INC
115 MILL STREET
BELMONT,MA02478
20-4572876 501(C)(3) 5,648,630       TO SUPPORT TAX EXEMPT AFFLILIATE
(14) FRC INC
101 MERRIMAC STREET
BOSTON,MA02114
22-2632121 501(C)(3) 1,300,000       TO SUPPORT TAX EXEMPT AFFLILIATE
(15) PARTNERS CONTINUING CARE INC
800 BOYLSTON STREET
BOSTON,MA02199
26-0003495 501(C)(3) 45,072,423       TO SUPPORT TAX EXEMPT AFFLILIATE
(16) MARTHA'S VINEYARD HOSPITAL INC
LINTON LANE PO BOX 1477
OAK BLUFFS,MA02557
04-2104691 501(C)(3) 1,913,785       TO SUPPORT TAX EXEMPT AFFLILIATE
(17) COOLEY DICKINSON HOSPITAL INC
30 LOCUST STREET
NORTHAMPTON,MA01060
22-2617175 501(C)(3) 9,480,700       TO SUPPORT TAX EXEMPT AFFLILIATE
(18) NSMC HEALTHCARE INC
81 HIGHLAND AVENUE
SALEM,MA01970
04-3294420 501(C)(3) 11,538,426       TO SUPPORT TAX EXEMPT AFFLILIATE
(19) NEWTON-WELLESLEY HEALTHCARE SYSTEM INC
2014 WASHINGTON STREET
NEWTON,MA02462
20-4295282 501(C)(3) 38,585,857       TO SUPPORT TAX EXEMPT AFFLILIATE
(20) NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUNDATION
2014 WASHINGTON STREET
NEWTON,MA02462
04-3455952 501(C)(3) 128,356       TO SUPPORT TAX EXEMPT AFFLILIATE
(21) PARTNERS COMMUNITY PHYSICIANS ORGANIZATION INC
399 REVOLUTION DRIVE NO 645
SOMERVILLE,MA02145
04-3236175 501(C)(3) 22,508,622       TO SUPPORT TAX EXEMPT AFFLILIATE
(22) THE MGH HEALTH SERVICES CORPORATION
55 FRUIT STREET
BOSTON,MA02114
22-2717383 501(C)(3) 1,000,000       TO SUPPORT TAX EXEMPT AFFLILIATE
(23) COOLEY DICKINSON HEALTH CARE CORPORATION
399 REVOLUTION DRIVE NO 645
SOMERVILLE,MA02145
04-2103561 501(C)(3) 21,900       TO SUPPORT TAX EXEMPT AFFLILIATE
(24) HARVARD MEDICAL SCHOOL
25 SHATTUCK ST
BOSTON,MA02115
04-2103580 501(C)(3) 4,154,892       COMMUNITY BENEFIT PROGRAM
(25) HARVARD MEDICAL SCHOOL
25 SHATTUCK ST
BOSTON,MA02115
04-2103580 501(C)(3) 3,136,404       COMMUNITY BENEFIT PROGRAM
(26) EAST BOSTON COMMUNITY HEALTH CENTER (PLS FUNDS)
10 GOVE ST
BOSTON,MA02128
23-7425849 501(C)(3) 1,459,000       COMMUNITY BENEFIT PROGRAM
(27) LYNN COMMUNITY HEALTH CENTER
269 UNION STREET
LYNN,MA01901
04-2525066 501(C)(3) 395,152       COMMUNITY BENEFIT PROGRAM
(28) HARVARD MEDICAL SCHOOL
25 SHATTUCK ST
BOSTON,MA02115
04-2103580 501(C)(3) 286,597       COMMUNITY BENEFIT PROGRAM
(29) NORTH SHORE COMMUNITY HEALTH
27 CONGRESS STREET
SALEM,MA01970
04-2610447 501(C)(3) 282,500       COMMUNITY BENEFIT PROGRAM
(30) BOYS AND GIRLS CLUBS OF BOSTON (PLS FUNDING)
50 CONGRESS ST STE 730
BOSTON,MA02109
04-2103922 501(C)(3) 235,023       COMMUNITY BENEFIT PROGRAM
(31) BOSTON HEALTH CARE FOR THE HOMELESS (CP1949)
729 MASSACHUSETTS AVENUE
BOSTON,MA02118
04-3160480 501(C)(3) 224,660       COMMUNITY BENEFIT PROGRAM
(32) MISSION HILL NEIGHBORHOOD HOUSING SERVICES
1620 TREMONT STREET
BOSTON,MA02120
23-7428011 501(C)(3) 200,000       COMMUNITY BENEFIT PROGRAM
(33) HEALTH RESOURCES IN ACTION (HRIA)
95 BERKELEY STREET SUITE 109
BOSTON,MA02116
04-2229839 501(C)(3) 200,000       COMMUNITY BENEFIT PROGRAM
(34) CCHERS
360 HUNTINGTON AVENUE
BOSTON,MA02115
04-3286409 501(C)(3) 155,515       COMMUNITY BENEFIT PROGRAM
(35) MASSACHUSETTS COALITION FOR THE HOMELESS
15 BUBIER ST
LYNN,MA01901
22-2599662 501(C)(3) 150,000       COMMUNITY BENEFIT PROGRAM
(36) REVERE ON THE MOVE - CITY OF REVERE
45 SCHOOL STREET
BOSTON,MA02108
22-3061699 501(C)(3) 112,000       COMMUNITY BENEFIT PROGRAM
(37) MV COMMUNITY SERVICES
111 EDGARD ROAD
VINEYARD HAVEN,MA02568
04-2301598 501(C)(3) 103,320       COMMUNITY BENEFIT PROGRAM
(38) MAURICE J TOBIN SCHOOL
40 SMITH ST
ROXBURY,MA02120
04-2103580 501(C)(3) 97,000       COMMUNITY BENEFIT PROGRAM
(39) NORTHEAST JUSTICE CENTER
181 UNION ST
LYNN,MA01901
06-5420492 501(C)(3) 75,000       COMMUNITY BENEFIT PROGRAM
(40) EDWARD M KENNEDY ACADEMY
360 HUNTINGTON AVE
BOSTON,MA02115
04-3418167 501(C)(3) 70,000       COMMUNITY BENEFIT PROGRAM
(41) SOUTH END COMMUNITY HEALTH CENTER
1601 WASHINGTON STREET
BOSTON,MA02118
04-2456134 501(C)(3) 67,736       COMMUNITY BENEFIT PROGRAM
(42) BOSTON HOUSING AUTHORITY
52 CHAUNCY ST
BOSTON,MA02111
04-3576423 501(C)(3) 65,586       COMMUNITY BENEFIT PROGRAM
(43) WHITTER STREET HEALTH CENTER
1290 TREMONT ST
ROXBURY,MA02120
04-2619517 501(C)(3) 55,433       COMMUNITY BENEFIT PROGRAM
(44) BOSTON PRIVATE INDUSTRY COUNCIL
2 OLIVER STREET 7TH
BOSTON,MA02109
04-2676661 501(C)(3) 55,000       COMMUNITY BENEFIT PROGRAM
(45) HAWC
27 CONGRESS ST 204
SALEM,MA01970
04-2655367 501(C)(3) 50,896       COMMUNITY BENEFIT PROGRAM
(46) BOSTON SCHOLAR ATHLETES PROGRAM
65 ALLERTON ST
ROXBURY,MA02119
27-3987854 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(47) BOYS AND GIRLS CLUB OF BOSTON
50 CONGRESS STREET
BOSTON,MA02109
04-2103922 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(48) CAMP HARBOR VIEW (CO THE CONNORS FAMILY OFFICE)
200 CLARENDON STREET 60TH FLOOR
BOSTON,MA02116
75-3235491 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(49) MATTAPAN COMMUNITY HEALTH CENTER INC
1575 BLUE HILL
MATTAPAN,MA02126
04-2544151 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(50) CAMP HARBORVIEW FOUNDATION
200 CLARENDON ST 60TH
BOSTON,MA02116
75-3235491 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(51) THORACIC SURGERY FOUNDATION FOR RESEARCH AND EDUCATION
900 CUMMINGS CENTER SUITE 221-U
BEVERLY,MA01915
36-3635910 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(52) ASIAN WOMEN FOR HEALTH
83 WALLACE STREET
SOMERVILLE,MA02144
32-0390494 501(C)(3) 40,000       COMMUNITY BENEFIT PROGRAM
(53) HARVARD UNIVERSITY
1350 MASS AVE
BOSTON,MA02138
04-2103580 501(C)(3) 39,813       COMMUNITY BENEFIT PROGRAM
(54) DIMOCK COMMUNITY HEALTH CENTER INC
55 DIMOCK STREET
ROXBURY,MA02119
04-3487835 501(C)(3) 38,333       COMMUNITY BENEFIT PROGRAM
(55) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS,TX75231
13-5613797 501(C)(3) 35,000       COMMUNITY BENEFIT PROGRAM
(56) JFK FAMILY SERVICE CENTER
10 CITY SQUARE PO BOX 290007
CHARLESTOWN,MA02129
04-2373976 501(C)(3) 34,413       COMMUNITY BENEFIT PROGRAM
(57) ORTHOPAEDIC RESEARCH AND EDUCATION FOUND
9400 WEST HIGGINS
ROSEMONT,IL60018
36-6009467 501(C)(3) 34,000       COMMUNITY BENEFIT PROGRAM
(58) THE DIMOCK CENTER
55 DIMOCK STREET
ROXBURY,MA02119
04-3487835 501(C)(3) 33,333       COMMUNITY BENEFIT PROGRAM
(59) DIMOCK COMMUNITY HEALTH CENTER
55 DIMOCK ST
ROXBURY,MA02119
04-3487835 501(C)(3) 33,333       COMMUNITY BENEFIT PROGRAM
(60) ROXBURY PRESBYTERIAN CHURCH SOCIAL IMPACT CTR
328 WARREN STREET
ROXBURY,MA02119
04-3506648 501(C)(3) 33,000       COMMUNITY BENEFIT PROGRAM
(61) GIRLS INC
50 HIGH STREET
LYNN,MA01902
04-2104250 501(C)(3) 32,858       COMMUNITY BENEFIT PROGRAM
(62) METROWEST COMMUNITY HEALTHCARE FOUNDATION
161 WORCHESTER RD
FRAMINGHAM,MA01701
04-3464279 501(C)(3) 29,803       COMMUNITY BENEFIT PROGRAM
(63) UROLOGY ASSOCIATES
400 HIGHLAND AVENUE
SALEM,MA01970
04-2498460 501(C)(3) 29,667       COMMUNITY BENEFIT PROGRAM
(64) NORTH SHORE CARDIOVASCULAR ASSOCIATES
80 HIGHLAND AVE
SALEM,MA01970
04-2499010 501(C)(3) 25,173       COMMUNITY BENEFIT PROGRAM
(65) BOTTOM LINE INC
50 MILK STREET
BOSTON,MA02109
04-3351427 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(66) CENTER FOR SOCIAL INCLUSION
150 BROADWAY SUITE 303
NEW YORK CITY,NY10038
90-0686577 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(67) AMERICAN PANCREATIC ASSOCIATION
PO BOX 14906
MINNEAPOLIS,MN55414
43-1422062 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(68) BOSTON ALLIANCE COMMUNITY HEALTH (BACH) HEALTH RESOURCES IN ACTION
95 BERKELEY ST SUITE 208
BOSTON,MA02116
04-2229839 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(69) LAWRENCE GENERAL HOSPITAL
1 GENERAL STREET
LAWRENCE,MA01842
04-2103586 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(70) RED SOX FOUNDATION
4 YAWKEY WAY
BOSTON,MA02215
33-1007984 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(71) KADRE HEALTH SOLUTIONS
220 RESERVOIR ST 25
NEEDHAM,MA02494
04-2103611 501(C)(3) 24,740       COMMUNITY BENEFIT PROGRAM
(72) WALTHAM PARTNERSHIP FOR YOUTH
510 MOODY ST
WALTHAM,MA02453
04-3399437 501(C)(3) 23,361       COMMUNITY BENEFIT PROGRAM
(73) HEALTH CAREERS CONNECTION
300 FRANK OGAWA
OAKLAND,CA02430
25-1904312 501(C)(3) 20,300       COMMUNITY BENEFIT PROGRAM
(74) BHACHARLESTOWN ADULT EDUCATION
76 MONUMENT ST
CHARLESTOWN,MA02129
04-3576423 501(C)(3) 20,140       COMMUNITY BENEFIT PROGRAM
(75) ST MARY ST CATHERINE OF SIENA PARISH FOR THE HARVEST ON THE VINE
46 WINTHROP ST
CHARLESTOWN,MA02129
33-1136053 501(C)(3) 20,140       COMMUNITY BENEFIT PROGRAM
(76) FOUNDATION FOR BCYF CAMP JOY THE
1483 TREMONT STREET
BOSTON,MA02120
04-2602576 501(C)(3) 20,000       COMMUNITY BENEFIT PROGRAM
(77) HEALTHY WALTHAM
510 MOODY ST
WALTHAM,MA02453
46-1174988 501(C)(3) 20,000       COMMUNITY BENEFIT PROGRAM
(78) GREATER LYNN SENIOR SERVICES
8 SILSBEE STREET
LYNN,MA01901
04-2581129 501(C)(3) 19,666       COMMUNITY BENEFIT PROGRAM
(79) HEALTH RESOURCES IN ACTION (BACH)
95 BERKELEY STREET
BOSTON,MA02116
04-2229839 501(C)(3) 18,474       COMMUNITY BENEFIT PROGRAM
(80) BROOKVIEW HOUSE
2 BROOKVIEW ST
DORCHESTER,MA02124
22-3032466 501(C)(3) 17,500       COMMUNITY BENEFIT PROGRAM
(81) CRISTO REYE WORKFORCE DEVELOPMENT PROGRAM
100 SAVIN HILL
DORCHESTER,MA02125
56-2438542 501(C)(3) 17,400       COMMUNITY BENEFIT PROGRAM
(82) A B C D PARKER HILL FENWAY NEIGHBORHOOD
714 PARKER STREET
ROXBURY,MA02120
04-2304133 501(C)(3) 17,000       COMMUNITY BENEFIT PROGRAM
(83) VETERANS TAXI
224 CALVARY ST
WALTHAM,MA02453
83-0504026 501(C)(3) 16,712       COMMUNITY BENEFIT PROGRAM
(84) J F KENNEDY FAMILY SERVICES CENTER INC
23A MOULTON ST
CHARLESTOWN,MA02129
04-2373976 501(C)(3) 15,140       COMMUNITY BENEFIT PROGRAM
(85) SPECIAL TOWNIES
336 MAIN ST
CHARLESTOWN,MA02129
04-2696004 501(C)(3) 15,140       COMMUNITY BENEFIT PROGRAM
(86) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS,TX75231
13-5613797 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(87) CARE 2 COMMUNITIES INC
1320 CENTER STREET SUITE 202
NEWTON,MA02459
26-4369180 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(88) URBAN IMPROV
8 ST JOHN
JAMAICA PLAIN,MA02130
04-2789576 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(89) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS,TX75231
13-5613797 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(90) BOSTON PRIVATE INDUSTRY COUNCIL
2 OLIVER ST
BOSTON,MA02109
04-2676661 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(91) MATTAPAN COMMUNITY HEALTH CENTER
1425 BLUE HILL
MATTAPAN,MA02126
04-2544151 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(92) FAIR FUND
206 S 6TH ST
SPRINGFIELD,IL62701
501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(93) BPHC
1010 MASS AVE
BOSTON,MA02118
04-3316655 501(C)(3) 14,591       COMMUNITY BENEFIT PROGRAM
(94) SMART FROM THE START INC
88 ANNUNCIATION RD
CHARLESTOWN,MA02129
45-4952663 501(C)(3) 13,140       COMMUNITY BENEFIT PROGRAM
(95) INTERNATIONAL OCD FOUNDATION CONFERENCE
18 TREMONT ST SUITE 903
BOSTON,MA02108
22-2894564 501(C)(3) 13,000       COMMUNITY BENEFIT PROGRAM
(96) HARVARD MEDICAL CENTER
25 SHATTUCK ST
BOSTON,MA02115
04-2103580 501(C)(3) 12,503       COMMUNITY BENEFIT PROGRAM
(97) AMERICAN CANCER SOCIETY
30 SPEEN STREET
FRAMINGHAM,MA01701
13-1788491 501(C)(3) 12,500       COMMUNITY BENEFIT PROGRAM
(98) COLLABORATIVE FOR EDUCATIONAL SERVICES
97 HAWLEY STREET
NORTHAMPTON,MA01060
04-2562893 501(C)(3) 12,475       COMMUNITY BENEFIT PROGRAM
(99) HARVARD KENT ELEMENTRY
50 BUNKER HILL
CHARLESTOEN,MA02129
43-2101599 501(C)(3) 12,140       COMMUNITY BENEFIT PROGRAM
(100) THE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION SCHOOL
50 SCHOOL ST
CHARLESTOWN,MA02129
22-2514422 501(C)(3) 12,140       COMMUNITY BENEFIT PROGRAM
(101) WALTHAM WEST SUBURBAN CHAMBER
84 SOUTH ST
WALTHAM,MA02453
04-1944360 501(C)(3) 11,680       COMMUNITY BENEFIT PROGRAM
(102) EPILEPSY FOUNDATION
335 MAIN STREET
WILMINGTON,MA01887
22-2505819 501(C)(3) 11,500       COMMUNITY BENEFIT PROGRAM
(103) UNITED WAY OF HAMPSHIRE COUNTY
71 KING STREET
NORTHAMPTON,MA01060
04-2104792 501(C)(3) 11,000       COMMUNITY BENEFIT PROGRAM
(104) SOUTH BOSTON COMMUNITY HEALTH CENTER
409 W BROADWAY
BOSTON,MA02127
04-2682152 501(C)(3) 11,000       COMMUNITY BENEFIT PROGRAM
(105) CHARLESTOWN COMMUNITY CENTER
225 MEDFORD STREET
CHARLESTOWN,MA02129
04-2602576 501(C)(3) 10,140       COMMUNITY BENEFIT PROGRAM
(106) CHARLESTOWN YOUTH HOCKEY
9 SHORT STREET
CHARLESTOWN,MA02129
04-3040076 501(C)(3) 10,140       COMMUNITY BENEFIT PROGRAM
(107) MISSION SAFE - THIRD SECTOR NEW ENGLAND
PO BOX 29079
CHARLESTOWN,MA02129
04-3457195 501(C)(3) 10,140       COMMUNITY BENEFIT PROGRAM
(108) AMERICAN REPERTORY THEATER
64 BRATTLE STREET
CAMBRIDGE,MA02138
04-2665867 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(109) GREATER BOSTON CHAMBER OF COMMERCE
265 FRANKLIN STREET
BOSTON,MA02110
04-1103090 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(110) MARCH OF DIMES FOUNDATION
1275 MAMARONECK AVENUE
WHITE PLAINS,NY10605
13-1846366 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(111) UNITED WAY OF MASS BAY INC
51 SLEEPER STREET
BOSTON,MA02210
04-2382233 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(112) WOMENS LUNCH PLACE
67 NEWBURY STREET
BOSTON,MA02116
22-2514148 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(113) YWCA OF BOSTON
140 CLARENDON STREET SUITE 403
BOSTON,MA02116
04-2103548 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(114) CASA LATINA
140 PINE ST RM 5
BOSTON,MA01027
22-2477843 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(115) MULTISERVICE EATING DISORDER ASSOCIATION
92 PEARL STREET
NEWTON,MA02458
04-3224394 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(116) ANTI-DEFAMATION LEAGUE
40 COURT ST 12
BOSTON,MA02108
13-2887439 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(117) EMERSON HEALTH CARE FOUNDATION
133 OLD ROAD
CONCORD,MA01742
04-2770980 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(118) ENVIRONMENTAL LEAGUE OF MA
14 BEACON STREET SUITE 714
BOSTON,MA02108
04-2760271 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(119) FOUNDATION FOR BCYF CAMP JOY THE
1483 TREMONT ST
BOSTON,MA02120
04-2602576 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(120) ROCA INC
101 PARK STREET
CHELSEA,MA02150
22-3223641 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(121) UNITED WAY OF MASS BAY INC
51 SLEEPER ST
BOSTON,MA02210
04-2382233 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(122) Y W C A OF BOSTON INC
316 HUNTINGTON AVENUE
BOSTON,MA02115
04-2103551 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(123) RESOLVE OF NE
395 TOTTEN POND ROAD STE 403
WALTHAM,MA02451
04-3266589 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(124) AMERICAN CONGRESS OF REHABILITATION MEDICINE
11654 PLAZA AMERICA
RESTON,VA20190
36-2170784 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(125) WORK WITHOUT LIMITSUSBLN MA CHAPTER
333 SOUTH STREET
SHREWSBURY,MA01545
04-3108190 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(126) E INC
114 6TH ST ROOM 1030
CHARLESTOWN,MA02129
02-0580037 501(C)(3) 9,240       COMMUNITY BENEFIT PROGRAM
(127) CHARLESTOWN LACROSSE & LEARNING CENTER
14 GREEN ST
CHARLESTOWN,MA02129
04-3484770 501(C)(3) 9,140       COMMUNITY BENEFIT PROGRAM
(128) WAGE PROJECT INC
1443 BEACON ST APT 809
BROOKLINE,MA02446
02-0703030 501(C)(3) 8,333       COMMUNITY BENEFIT PROGRAM
(129) WAGE PROJECT INC
1443 BEACON STREET APT 809
BROOKLINE,MA02446
02-0703030 501(C)(3) 8,333       COMMUNITY BENEFIT PROGRAM
(130) CHARLESTOWN WORKING THEATER
442 BUNKER HILL
CHARLESTOWN,MA02129
04-2575578 501(C)(3) 8,140       COMMUNITY BENEFIT PROGRAM
(131) CHARLESTOWN YOUTH SOCCER ASSOCIATION
PO BOX 290021
CHARLESTOWN,MA02129
26-0428613 501(C)(3) 8,140       COMMUNITY BENEFIT PROGRAM
(132) MISSION GRAMMAR SCHOOL
94 ST ALPHONUS
ROXBURY,MA02120
04-2106198 501(C)(3) 8,000       COMMUNITY BENEFIT PROGRAM
(133) CITY OF EASTHAMPTON
50 PAYSON AVE
EASTHAMPTON,MA01027
58-1341679 501(C)(3) 7,735       COMMUNITY BENEFIT PROGRAM
(134) GREATER NORTHAMPTON CHAMBER OF COMMERCE
99 PLEASANT STREET
NORTHAMPTON,MA01060
04-1679420 501(C)(3) 7,500       COMMUNITY BENEFIT PROGRAM
(135) VETERANS ASSISTING VETERANS
PO BOX 274
DRACUT,MA01826
45-5431821 501(C)(3) 7,500       COMMUNITY BENEFIT PROGRAM
(136) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS,TX75231
13-5613797 501(C)(3) 7,500       COMMUNITY BENEFIT PROGRAM
(137) NEWTON-NEEDHAM CHAMBER COMMERCE
281 NEEDHAM ST
NEWTON,MA02464
04-1670500 501(C)(3) 7,200       COMMUNITY BENEFIT PROGRAM
(138) CHARLESTOWN BRANCH LIBRARY
179 MAIN ST
CHARLESTOWN,MA02129
04-3150560 501(C)(3) 7,140       COMMUNITY BENEFIT PROGRAM
(139) PHYSICIAN HEALTH SERVICES
860 WINTER ST
WALTHAM,MA02451
22-3234975 501(C)(3) 7,100       COMMUNITY BENEFIT PROGRAM
(140) ORAL & MAXILLOFACIAL SURGERY FOUNDATION
9700 BRYN MAWR
ROSEMONT,IL60018
36-6111168 501(C)(3) 6,000       COMMUNITY BENEFIT PROGRAM
(141) SPRINGWELL AREA AGENCY ON AGING
125 WALNUT ST
WATERTOWN,MA02472
04-2616064 501(C)(3) 6,000       COMMUNITY BENEFIT PROGRAM
(142) HARBOR HEALTH SERVICES INC
1135 MORTON STREET
MATTAPAN,MA02126
23-7100550 501(C)(3) 6,000       COMMUNITY BENEFIT PROGRAM
(143) CANCER CONNECTION
41 LOCUST STREET
NORTHAMPTON,MA01060
04-3493483 501(C)(3) 5,850       COMMUNITY BENEFIT PROGRAM
(144) EASTHAMPTON PUBLIC SCHOOLS
50 PAYSON AVE
EASTHAMPTON,MA01027
501(C)(1) 5,660       COMMUNITY BENEFIT PROGRAM
(145) CODMAN SQUARE HEALTH CENTER
637 WASHINGTON STREET
DORCHESTER,MA02124
04-2678774 501(C)(3) 5,500       COMMUNITY BENEFIT PROGRAM
(146) DORCHESTER HOUSE MULTI-SERVICE CENTER
1353 DORCHESTER AVE
DORCHESTER,MA02122
23-7125970 501(C)(3) 5,500       COMMUNITY BENEFIT PROGRAM
(147) TOWN TRACK CLUB
84 WASHINGTON ST 1
CHARLESTOWN,MA02129
46-1177785 501(C)(3) 5,140       COMMUNITY BENEFIT PROGRAM
(148) AMERICAN ACADEMY OF DERMATOLGY ASSOC
930 E WOODFIELS
SCHAUMBURG,IL60173
36-4367987 501(C)(3) 5,034       COMMUNITY BENEFIT PROGRAM
(149) LONGWOOD SYMPHONY ORCHESTRA
10 GUEST STREET SUITE 295
BOSTON,MA02135
04-2921296 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(150) NEW ENGLAND ORGAN BANK INC
60 FIRST AVENUE
WALTHAM,MA02451
23-7024479 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(151) NORTH AMERICAN VASCULAR BIOLOGY ORG
18501 KINGSHILL RD
GERMANTOWN,MD20874
52-1917956 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(152) FRIENDS OF HAMPSHIRE COUNTY HOMELESS INDIVIDUALS
PO BOX 60398
FLORENCE,MA01062
04-3515024 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(153) BIOMEDICAL SCIENCE CAREERS PROGRAM
164 LONGWOOD AVE 2ND FL
BOSTON,MA02115
04-3241307 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(154) BOSTON FOUNDATION
75 ARLINGTON ST
BOSTON,MA02116
04-2104021 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(155) BOSTON MUNICIPAL RESEARCH BUREAU
333 WASHINGTON ST
BOSTON,MA02108
22-2673755 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(156) BOSTONCANSHARE (CITY OF BOSTON)
1 CITY HALL SQUARE ROOM 603
BOSTON,MA02108
501(C)(1) 5,000       COMMUNITY BENEFIT PROGRAM
(157) CHARLESTOWN YMCA
150 THIRD AVENUE
CHARLESTOWN,MA02129
04-2103551 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(158) FOOD ALLERGY RESEARCH
7925 JONES BRANCH DRIVE SUITE 1100
MCLEAN,VA22102
13-3905508 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(159) GREATER BOSTON CHAMBER OF COMMERCE
265 FRANKLIN STREET 12TH FLOOR
BOSTON,MA02110
04-1103090 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(160) LONGWOOD SYMPHONY ORCHESTRA
10 GUEST STREET SUITE 295
BOSTON,MA02135
04-2921296 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(161) MASS EYE & EAR INFIRMARY FOUNDATION
243 CHARLES STREET
BOSTON,MA02114
04-2103591 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(162) MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
101 TREMONT STREET SUITE 1011
BOSTON,MA02108
04-2326503 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(163) MUSEUM OF AFRICAN AMERICAN HISTORY INC
14 BEACON ST SUITE 719
BOSTON,MA02108
04-2429556 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(164) SCHWARTZ CENTER
55 FRUIT STREET
BOSTON,MA02114
04-2697983 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(165) SISTERS OF ST JOSEPH
637 CAMBRIDGE ST
BRIGHTON,MA02135
04-2160625 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(166) THE CHILDREN'S TRUST
55 COURT ST 4TH FLOOR
BOSTON,MA02108
04-3123184 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(167) PHOENIX SOCIETY FOR BURN SURVIVORS INC
1835 RW BERENDS DR SW
GRAND RAPIDS,MI49519
23-2062352 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(168) SCHWARTZ CENTER FOR COMPASSIONATE HEALTH
PO BOX 417597
BOSTON,MA02241
04-1564655 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(169) KENNETH B SCHWARTZ CENTER
55 FRUIT STREET
BOSTON,MA02114
04-2697983 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(170) BOSTON AREA RAPE CRISIS
99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139
04-2974983 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(171) NEWTON COMMUNITY PRIDE
492 WALTHAM ST
NEWTON,MA02465
22-2793743 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(172) SCHWARTZ CENTER
100 CAMBRIDGE ST SUITE 2100
BOSTON,MA02114
04-1564655 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(173) BRAIN INJURY ASSOCIATION - MA
30 LYMAN STREET SUITE 10
WESTBOROUGH,MA01581
04-2753269 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(174) BURN SURVIVORS OF NE
10 HARRINGTON DRIVE
MERRIMACK,NH03054
04-6266432 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
(175) DISABILITY LAW CENTER
11 BEACON STREET SUITE 925
BOSTON,MA02108
04-2741869 501(C)(3) 5,000       COMMUNITY BENEFIT PROGRAM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
164
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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)
(2)
(3)
(4)
(5)
(6)
(7)
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
USE OF GRANTS/DONATIONS PARTNERS HEALTHCARE SYSTEM, INC. AND AFFILIATES MAKE DONATIONS TO VARIOUS TAX-EXEMPT ORGANIZATIONS. THESE DONATIONS CAN BE USED BY THE RECIPIENT ONLY IN FURTHERANCE OF THEIR TAX-EXEMPT MISSION.
Schedule I (Form 990) 2015



Additional Data


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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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
 
No
8
Were any amounts reported on 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
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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 on 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 in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1JOAN M ARCHERSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
200,497
0
-------------
12,065
0
-------------
47,764
0
-------------
32,881
0
-------------
20,753
0
-------------
313,960
0
-------------
0
2MAUREEN BANKSSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
410,546
0
-------------
22,166
0
-------------
64,923
0
-------------
36,478
0
-------------
16,465
0
-------------
550,578
0
-------------
0
3JANIS P BELLACK PHD RN FAANSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
338,601
0
-------------
7,483
0
-------------
68,801
0
-------------
36,479
0
-------------
14,128
0
-------------
465,492
0
-------------
0
4SALLY MASON BOEMERSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
561,227
0
-------------
87,250
0
-------------
56,612
0
-------------
36,477
0
-------------
33,947
0
-------------
775,513
0
-------------
0
5TERRY J GARFINKLE MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
265,850
0
-------------
1,000
0
-------------
32,195
0
-------------
0
0
-------------
17,751
0
-------------
316,796
0
-------------
0
6BRENT L HENRY ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
691,398
0
-------------
54,621
0
-------------
213,944
0
-------------
36,477
0
-------------
25,459
0
-------------
1,021,899
0
-------------
0
7STEVEN E KAPFHAMMERSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
237,724
0
-------------
14,362
0
-------------
45,310
0
-------------
36,481
0
-------------
12,197
0
-------------
346,074
0
-------------
0
8PETER K MARKELLSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
1,257,846
0
-------------
63,800
0
-------------
402,300
0
-------------
586,476
0
-------------
27,041
0
-------------
2,337,463
0
-------------
0
9MAURY E MCGOUGH MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
508,547
0
-------------
67,049
0
-------------
60,530
0
-------------
36,482
0
-------------
33,730
0
-------------
706,338
0
-------------
0
10ELIZABETH G NABEL MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
1,239,846
0
-------------
63,700
0
-------------
491,275
0
-------------
296,372
0
-------------
15,076
0
-------------
2,106,269
0
-------------
0
11ROBERT G NORTONSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
712,925
0
-------------
37,485
0
-------------
825,297
0
-------------
36,476
0
-------------
27,017
0
-------------
1,639,200
0
-------------
0
12SCOTT L RAUCH MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
562,475
0
-------------
45,000
0
-------------
66,361
0
-------------
36,475
0
-------------
32,086
0
-------------
742,397
0
-------------
0
13MICHAEL L RENEYSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
340,823
0
-------------
23,678
0
-------------
53,599
0
-------------
36,477
0
-------------
20,841
0
-------------
475,418
0
-------------
0
14ROXANNE C RUPPELSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
258,693
0
-------------
13,692
0
-------------
15,829
0
-------------
36,484
0
-------------
28,734
0
-------------
353,432
0
-------------
0
15PETER L SLAVIN MD MBASEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
1,399,741
0
-------------
107,483
0
-------------
132,565
0
-------------
328,827
0
-------------
35,478
0
-------------
2,004,094
0
-------------
0
16DAVID E STORTOSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
504,790
0
-------------
27,130
0
-------------
230,474
0
-------------
223,773
0
-------------
31,122
0
-------------
1,017,289
0
-------------
159,560
17ELIZABETH S TAYLORSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
204,366
0
-------------
12,257
0
-------------
45,125
0
-------------
33,501
0
-------------
12,621
0
-------------
307,870
0
-------------
0
18DAVID F TORCHIANA MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
1,880,829
0
-------------
102,500
0
-------------
2,210,752
0
-------------
36,475
0
-------------
34,420
0
-------------
4,264,976
0
-------------
686,000
19DALE ADLER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
472,400
-------------
0
14,364
-------------
0
78,205
-------------
0
36,475
-------------
0
16,646
-------------
0
618,090
-------------
0
0
-------------
0
20STANLEY W ASHLEY MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
476,727
-------------
0
29,867
-------------
0
81,436
-------------
0
36,479
-------------
0
32,364
-------------
0
656,873
-------------
0
0
-------------
0
21ROBERT L BARBIERIMDSEE SCHEDULE O - O & T TITLES (i)

(ii)
411,318
-------------
0
45,108
-------------
0
34,513
-------------
0
36,478
-------------
0
22,744
-------------
0
550,161
-------------
0
0
-------------
0
22JOAN MARIE BENGTSON MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
168,600
-------------
0
27,304
-------------
0
58,049
-------------
0
31,565
-------------
0
19,549
-------------
0
305,067
-------------
0
0
-------------
0
23CHRISTINE A BLASKI MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
218,700
-------------
0
14,200
-------------
0
13,773
-------------
0
0
-------------
0
24,556
-------------
0
271,229
-------------
0
0
-------------
0
24MICHAEL L BLUTE SR MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
703,225
-------------
0
109,150
-------------
0
112,653
-------------
0
36,477
-------------
0
19,800
-------------
0
981,305
-------------
0
0
-------------
0
25GILES W BOLAND MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
366,058
-------------
0
112,028
-------------
0
75,190
-------------
0
36,479
-------------
0
22,073
-------------
0
611,828
-------------
0
0
-------------
0
26DAVID F BROWN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
520,750
-------------
0
134,400
-------------
0
82,437
-------------
0
36,478
-------------
0
21,624
-------------
0
795,689
-------------
0
0
-------------
0
27DEBRA A BURKE MSN MBA RNSEE SCHEDULE O - O & T TITLES (i)

(ii)
197,986
-------------
0
11,044
-------------
0
20,702
-------------
0
36,135
-------------
0
19,965
-------------
0
285,832
-------------
0
0
-------------
0
28BRUCE A CHABNER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
264,733
-------------
0
5,610
-------------
0
38,815
-------------
0
36,476
-------------
0
19,110
-------------
0
364,744
-------------
0
0
-------------
0
29ENNIO A CHIOCCA MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
1,292,100
-------------
0
69,300
-------------
0
141,520
-------------
0
36,475
-------------
0
23,552
-------------
0
1,562,947
-------------
0
0
-------------
0
30CHRISTOPHER M COLEY MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
303,907
-------------
0
24,936
-------------
0
32,327
-------------
0
36,481
-------------
0
19,287
-------------
0
416,938
-------------
0
0
-------------
0
31ERNESTO DASILVA MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
263,949
-------------
0
34,420
-------------
0
19,581
-------------
0
0
-------------
0
29,576
-------------
0
347,526
-------------
0
0
-------------
0
32TERENCE P DOORLY MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
395,250
-------------
0
368,517
-------------
0
32,185
-------------
0
0
-------------
0
27,022
-------------
0
822,974
-------------
0
0
-------------
0
33PETER M DOUBILET MDPHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
441,098
-------------
0
85,275
-------------
0
5,463
-------------
0
36,479
-------------
0
20,255
-------------
0
588,570
-------------
0
0
-------------
0
34BRANDON E EARP MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
566,375
-------------
0
412,253
-------------
0
28,525
-------------
0
36,476
-------------
0
26,647
-------------
0
1,070,276
-------------
0
0
-------------
0
35CARLOS FERNANDEZ-DEL CASTILLO MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
559,475
-------------
0
26,862
-------------
0
254,493
-------------
0
36,475
-------------
0
24,966
-------------
0
902,271
-------------
0
0
-------------
0
36LAWRENCE S FRIEDMAN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
429,521
-------------
0
0
-------------
0
40,064
-------------
0
0
-------------
0
29,241
-------------
0
498,826
-------------
0
0
-------------
0
37JOSEPH P FROLKIS MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
406,121
-------------
0
5,082
-------------
0
18,500
-------------
0
36,479
-------------
0
16,369
-------------
0
482,551
-------------
0
0
-------------
0
38DAVID F GITLIN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
207,051
-------------
0
15,076
-------------
0
21,722
-------------
0
33,301
-------------
0
17,622
-------------
0
294,772
-------------
0
0
-------------
0
39JEFFREY A GOLDEN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
706,448
-------------
0
37,130
-------------
0
110,315
-------------
0
36,478
-------------
0
31,756
-------------
0
922,127
-------------
0
0
-------------
0
40PETER T GREENSPAN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
314,975
-------------
0
13,430
-------------
0
30,054
-------------
0
36,477
-------------
0
19,157
-------------
0
414,093
-------------
0
0
-------------
0
41MICHAEL L GUSTAFSON MD MBASEE SCHEDULE O - O & T TITLES (i)

(ii)
411,042
-------------
0
22,500
-------------
0
67,047
-------------
0
36,476
-------------
0
14,472
-------------
0
551,537
-------------
0
0
-------------
0
42DAPHNE ADELE HAAS-KOGANMDSEE SCHEDULE O - O & T TITLES (i)

(ii)
316,980
-------------
0
116,250
-------------
0
12,490
-------------
0
0
-------------
0
12,100
-------------
0
457,820
-------------
0
0
-------------
0
43ROBERT HANDIN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
254,624
-------------
0
9,500
-------------
0
4,735
-------------
0
35,545
-------------
0
17,196
-------------
0
321,600
-------------
0
0
-------------
0
44MARGOT K HARTMANN MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
305,634
-------------
0
30,490
-------------
0
21,832
-------------
0
7,441
-------------
0
13,439
-------------
0
378,836
-------------
0
0
-------------
0
45TERRIE E INDER MBCHBSEE SCHEDULE O - O & T TITLES (i)

(ii)
442,215
-------------
0
23,200
-------------
0
107,502
-------------
0
36,477
-------------
0
21,630
-------------
0
631,024
-------------
0
0
-------------
0
46JEANETTE IVES ERICKSON RN DNPSEE SCHEDULE O - O & T TITLES (i)

(ii)
474,750
-------------
0
77,100
-------------
0
95,772
-------------
0
41,122
-------------
0
16,589
-------------
0
705,333
-------------
0
0
-------------
0
47MICHAEL R JAFF DOSEE SCHEDULE O - O & T TITLES (i)

(ii)
666,227
-------------
0
81,360
-------------
0
109,003
-------------
0
36,476
-------------
0
19,758
-------------
0
912,824
-------------
0
0
-------------
0
48ALAN ANTHONY JAMESSEE SCHEDULE O - O & T TITLES (i)

(ii)
282,044
-------------
0
47,250
-------------
0
50,489
-------------
0
0
-------------
0
9,463
-------------
0
389,246
-------------
0
0
-------------
0
49STEPHEN R JENNEYSEE SCHEDULE O - O & T TITLES (i)

(ii)
209,477
-------------
0
28,455
-------------
0
34,725
-------------
0
27,703
-------------
0
32,260
-------------
0
332,620
-------------
0
0
-------------
0
50MARK D JOHNSON MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
438,428
-------------
0
156,182
-------------
0
14,508
-------------
0
36,479
-------------
0
18,923
-------------
0
664,520
-------------
0
0
-------------
0
51JAMES D KANG MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
406,000
-------------
0
60,000
-------------
0
13,958
-------------
0
0
-------------
0
12,049
-------------
0
492,007
-------------
0
0
-------------
0
52BARRETT KITCH MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
283,700
-------------
0
15,200
-------------
0
34,357
-------------
0
5,970
-------------
0
6,180
-------------
0
345,407
-------------
0
0
-------------
0
53RONALD E KLEINMAN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
471,225
-------------
0
76,350
-------------
0
101,132
-------------
0
36,477
-------------
0
20,634
-------------
0
705,818
-------------
0
0
-------------
0
54THOMAS S KUPPER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
448,546
-------------
0
32,833
-------------
0
15,111
-------------
0
36,479
-------------
0
19,617
-------------
0
552,586
-------------
0
0
-------------
0
55JAY LOEFFLER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
633,081
-------------
0
100,500
-------------
0
120,438
-------------
0
36,477
-------------
0
1,546
-------------
0
892,042
-------------
0
0
-------------
0
56JOSEPH LOSCALZO MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
619,497
-------------
0
42,020
-------------
0
22,450
-------------
0
36,479
-------------
0
22,277
-------------
0
742,723
-------------
0
0
-------------
0
57EVERETT T LYN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
425,507
-------------
0
23,186
-------------
0
41,047
-------------
0
36,477
-------------
0
17,382
-------------
0
543,599
-------------
0
0
-------------
0
58THOMAS LYNCH JR MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
387,475
-------------
0
60,000
-------------
0
17,979
-------------
0
36,475
-------------
0
20,938
-------------
0
522,867
-------------
0
0
-------------
0
59NAVNEET MARWAHA MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
296,497
-------------
0
24,676
-------------
0
-1,181
-------------
0
7,663
-------------
0
30,726
-------------
0
358,381
-------------
0
0
-------------
0
60RAYMOND R MONTO MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
765,499
-------------
0
0
-------------
0
70,521
-------------
0
9,090
-------------
0
34,587
-------------
0
879,697
-------------
0
0
-------------
0
61ELIZABETH A MORT CALCAGNI MD MPSEE SCHEDULE O - O & T TITLES (i)

(ii)
458,975
-------------
0
74,550
-------------
0
83,310
-------------
0
36,477
-------------
0
19,593
-------------
0
672,905
-------------
0
0
-------------
0
62CYNTHIA MORTON PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
284,858
-------------
0
3,649
-------------
0
16,359
-------------
0
36,482
-------------
0
32,241
-------------
0
373,589
-------------
0
0
-------------
0
63STUART B MUSHLIN MDFACPSEE SCHEDULE O - O & T TITLES (i)

(ii)
262,102
-------------
0
20,361
-------------
0
38,836
-------------
0
36,475
-------------
0
19,784
-------------
0
377,558
-------------
0
0
-------------
0
64ALBERT NAMIAS MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
448,540
-------------
0
8,304
-------------
0
30,708
-------------
0
7,603
-------------
0
28,012
-------------
0
523,167
-------------
0
0
-------------
0
65COURTNEY A O'NEILLSEE SCHEDULE O - O & T TITLES (i)

(ii)
139,087
-------------
0
0
-------------
0
5,945
-------------
0
3,534
-------------
0
8,881
-------------
0
157,447
-------------
0
0
-------------
0
66TIMOTHY PARSONS MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
283,362
-------------
0
64,471
-------------
0
29,234
-------------
0
10,283
-------------
0
26,054
-------------
0
413,404
-------------
0
0
-------------
0
67GREGORY J PAULYSEE SCHEDULE O - O & T TITLES (i)

(ii)
477,833
-------------
0
125,618
-------------
0
78,497
-------------
0
35,822
-------------
0
25,649
-------------
0
743,419
-------------
0
0
-------------
0
68STEVEN B PESTKA MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
325,063
-------------
0
0
-------------
0
-3,960
-------------
0
0
-------------
0
27,220
-------------
0
348,323
-------------
0
0
-------------
0
69PIETER PIL MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
532,892
-------------
0
60,100
-------------
0
51,857
-------------
0
13,676
-------------
0
28,428
-------------
0
686,953
-------------
0
0
-------------
0
70BOHDAN POMAHAC MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
378,450
-------------
0
416,360
-------------
0
154,806
-------------
0
36,476
-------------
0
18,949
-------------
0
1,005,041
-------------
0
0
-------------
0
71ANN L PRESTIPINOSEE SCHEDULE O - O & T TITLES (i)

(ii)
413,500
-------------
0
67,950
-------------
0
81,742
-------------
0
41,122
-------------
0
10,085
-------------
0
614,399
-------------
0
0
-------------
0
72ALLYSON L PRESTON MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
356,490
-------------
0
17,613
-------------
0
32,949
-------------
0
7,278
-------------
0
29,018
-------------
0
443,348
-------------
0
0
-------------
0
73JAMES P RATHMELL MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
488,974
-------------
0
90,252
-------------
0
40,954
-------------
0
16,108
-------------
0
13,307
-------------
0
649,595
-------------
0
0
-------------
0
74DAVID W RATTNER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
675,773
-------------
0
58,100
-------------
0
102,819
-------------
0
36,477
-------------
0
33,808
-------------
0
906,977
-------------
0
0
-------------
0
75MITCHELL S REIN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
506,332
-------------
0
29,087
-------------
0
81,644
-------------
0
36,478
-------------
0
21,104
-------------
0
674,645
-------------
0
0
-------------
0
76DAVID J ROBERTS MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
228,730
-------------
0
12,955
-------------
0
34,028
-------------
0
5,231
-------------
0
26,564
-------------
0
307,508
-------------
0
0
-------------
0
77ALLAN H ROPPER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
387,670
-------------
0
10,872
-------------
0
38,734
-------------
0
36,478
-------------
0
19,596
-------------
0
493,350
-------------
0
0
-------------
0
78JERROLD F ROSENBAUM MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
378,453
-------------
0
77,425
-------------
0
50,014
-------------
0
36,479
-------------
0
19,514
-------------
0
561,885
-------------
0
0
-------------
0
79MITCHELL H RUBENSTEIN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
387,470
-------------
0
141,388
-------------
0
25,628
-------------
0
36,479
-------------
0
5,676
-------------
0
596,641
-------------
0
0
-------------
0
80MARC S RUBIN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
736,050
-------------
0
46,504
-------------
0
121,208
-------------
0
36,476
-------------
0
23,691
-------------
0
963,929
-------------
0
0
-------------
0
81A KIM SAAL MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
389,263
-------------
0
66,500
-------------
0
21,969
-------------
0
0
-------------
0
23,575
-------------
0
501,307
-------------
0
0
-------------
0
82MARTIN A SAMUELS MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
482,275
-------------
0
29,660
-------------
0
59,720
-------------
0
36,476
-------------
0
19,682
-------------
0
627,813
-------------
0
0
-------------
0
83JOAN A SAPIRSEE SCHEDULE O - O & T TITLES (i)

(ii)
336,750
-------------
0
54,450
-------------
0
64,163
-------------
0
41,122
-------------
0
24,130
-------------
0
520,615
-------------
0
0
-------------
0
84MARK A SCHECHTER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
297,768
-------------
0
26,130
-------------
0
27,480
-------------
0
6,439
-------------
0
28,554
-------------
0
386,371
-------------
0
0
-------------
0
85FREDERICK J SCHOEN MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
334,295
-------------
0
13,552
-------------
0
28,057
-------------
0
36,479
-------------
0
23,802
-------------
0
436,185
-------------
0
0
-------------
0
86ELLEN W SEELY MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
255,777
-------------
0
26,786
-------------
0
19,217
-------------
0
36,479
-------------
0
19,712
-------------
0
357,971
-------------
0
0
-------------
0
87STEVEN E SELTZER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
420,503
-------------
0
35,555
-------------
0
57,171
-------------
0
36,479
-------------
0
20,742
-------------
0
570,450
-------------
0
0
-------------
0
88STANTON K SHERNAN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
279,624
-------------
0
221,721
-------------
0
39,770
-------------
0
36,477
-------------
0
21,447
-------------
0
599,039
-------------
0
0
-------------
0
89DAVID SILBERSWEIG MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
562,325
-------------
0
28,250
-------------
0
31,378
-------------
0
36,478
-------------
0
20,473
-------------
0
678,904
-------------
0
0
-------------
0
90ANEESH B SINGHAL MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
288,641
-------------
0
41,642
-------------
0
47,479
-------------
0
36,480
-------------
0
18,289
-------------
0
432,531
-------------
0
0
-------------
0
91ALLEN L SMITH MD MSSEE SCHEDULE O - O & T TITLES (i)

(ii)
632,455
-------------
0
33,482
-------------
0
54,489
-------------
0
36,478
-------------
0
19,816
-------------
0
776,720
-------------
0
0
-------------
0
92JOHN W STAKES III MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
203,862
-------------
0
100,525
-------------
0
45,620
-------------
0
36,480
-------------
0
21,016
-------------
0
407,503
-------------
0
0
-------------
0
93THORALF M SUNDT MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
583,401
-------------
0
83,100
-------------
0
78,861
-------------
0
36,479
-------------
0
25,348
-------------
0
807,189
-------------
0
0
-------------
0
94KHALID SYED MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
327,439
-------------
0
17,338
-------------
0
25,594
-------------
0
5,951
-------------
0
28,896
-------------
0
405,218
-------------
0
0
-------------
0
95MICHAEL J VANROOYEN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
453,971
-------------
0
24,725
-------------
0
40,670
-------------
0
36,479
-------------
0
16,657
-------------
0
572,502
-------------
0
0
-------------
0
96TIMOTHY J WALSHSEE SCHEDULE O - O & T TITLES (i)

(ii)
379,328
-------------
0
58,900
-------------
0
304,953
-------------
0
106,400
-------------
0
25,786
-------------
0
875,367
-------------
0
265,200
-------------
0
97ANDREW L WARSHAW MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
450,975
-------------
0
107,233
-------------
0
533,679
-------------
0
36,477
-------------
0
34,892
-------------
0
1,163,256
-------------
0
0
-------------
0
98PETER WEITZMAN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
235,075
-------------
0
22,928
-------------
0
40,612
-------------
0
8,131
-------------
0
5,721
-------------
0
312,467
-------------
0
0
-------------
0
99JOHN WRIGHT MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
490,625
-------------
0
31,519
-------------
0
27,880
-------------
0
36,476
-------------
0
19,819
-------------
0
606,319
-------------
0
0
-------------
0
100ROSS D ZAFONTE DOSEE SCHEDULE O - O & T TITLES (i)

(ii)
485,205
-------------
0
29,241
-------------
0
79,333
-------------
0
36,478
-------------
0
19,770
-------------
0
650,027
-------------
0
0
-------------
0
101MICHAEL J ZINNER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
829,268
-------------
0
175,600
-------------
0
48,495
-------------
0
36,477
-------------
0
23,118
-------------
0
1,112,958
-------------
0
0
-------------
0
102JOSHUA L ABRAMS ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
177,968
0
-------------
7,358
0
-------------
4,399
0
-------------
14,861
0
-------------
30,906
0
-------------
235,492
0
-------------
0
103SARAH ARNHOLZ ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
215,824
0
-------------
1,000
0
-------------
12,213
0
-------------
31,081
0
-------------
31,153
0
-------------
291,271
0
-------------
0
104MELISSA P BRENNAN ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
147,816
0
-------------
6,000
0
-------------
10,118
0
-------------
9,364
0
-------------
38,875
0
-------------
212,173
0
-------------
0
105EFFIE J CHAN ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
165,450
0
-------------
1,071
0
-------------
17,495
0
-------------
10,044
0
-------------
26,983
0
-------------
221,043
0
-------------
0
106JULIE C CHATTOPADHYAY ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
165,121
0
-------------
3,071
0
-------------
12,322
0
-------------
10,072
0
-------------
33,386
0
-------------
223,972
0
-------------
0
107DAVID P CONNOLLYSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
281,246
0
-------------
16,901
0
-------------
21,166
0
-------------
36,479
0
-------------
29,522
0
-------------
385,314
0
-------------
0
108PAUL G CUSHING ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
220,274
0
-------------
12,750
0
-------------
37,148
0
-------------
35,899
0
-------------
31,952
0
-------------
338,023
0
-------------
0
109JEFFREY PAUL DIONSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
263,903
0
-------------
14,125
0
-------------
26,700
0
-------------
7,870
0
-------------
30,982
0
-------------
343,580
0
-------------
0
110JOHN R HIGHAM ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
280,953
0
-------------
13,734
0
-------------
1,987
0
-------------
36,479
0
-------------
27,034
0
-------------
360,187
0
-------------
0
111KATHERINE M KNEELAND ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
220,274
0
-------------
12,750
0
-------------
46,259
0
-------------
35,899
0
-------------
5,398
0
-------------
320,580
0
-------------
0
112NIDHI KUMAR ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
159,507
0
-------------
2,571
0
-------------
45
0
-------------
8,773
0
-------------
26,752
0
-------------
197,648
0
-------------
0
113DAVID A LAGASSESEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
259,169
0
-------------
29,573
0
-------------
65,347
0
-------------
29,150
0
-------------
34,847
0
-------------
418,086
0
-------------
0
114ELLEN MOLONEYSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
339,275
0
-------------
18,000
0
-------------
45,931
0
-------------
36,475
0
-------------
13,177
0
-------------
452,858
0
-------------
0
115GILBERT H MUDGE JR MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
449,009
0
-------------
27,355
0
-------------
69,712
0
-------------
36,479
0
-------------
22,837
0
-------------
605,392
0
-------------
0
116ANDREA G RESEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
130,605
0
-------------
0
0
-------------
14,912
0
-------------
10,402
0
-------------
9,995
0
-------------
165,914
0
-------------
0
117MARY E SHAUGHNESSYSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
316,421
0
-------------
16,863
0
-------------
41,759
0
-------------
36,479
0
-------------
21,637
0
-------------
433,159
0
-------------
0
118REYNOLD G SPADONISEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
361,891
0
-------------
9,563
0
-------------
25,697
0
-------------
36,478
0
-------------
29,407
0
-------------
463,036
0
-------------
0
119LYNN MALLOY STOFERSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
534,540
0
-------------
28,610
0
-------------
65,690
0
-------------
86,479
0
-------------
32,751
0
-------------
748,070
0
-------------
0
120TRACY A SYKES ESQSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
176,081
0
-------------
0
0
-------------
20,813
0
-------------
15,828
0
-------------
30,031
0
-------------
242,753
0
-------------
0
121DAVID J BURKESEE SCHEDULE O - O & T TITLES (i)

(ii)
204,347
-------------
0
20,100
-------------
0
25,212
-------------
0
5,834
-------------
0
23,616
-------------
0
279,109
-------------
0
0
-------------
0
122AMY CASEY CONNOLLYSEE SCHEDULE O - O & T TITLES (i)

(ii)
99,866
-------------
0
11,903
-------------
0
7,566
-------------
0
10,388
-------------
0
34,251
-------------
0
163,974
-------------
0
0
-------------
0
123KEVIN T GIORDANOSEE SCHEDULE O - O & T TITLES (i)

(ii)
213,632
-------------
0
22,754
-------------
0
6,348
-------------
0
11,456
-------------
0
37,220
-------------
0
291,410
-------------
0
0
-------------
0
124MICHELE L GOUGEON MSCSEE SCHEDULE O - O & T TITLES (i)

(ii)
349,220
-------------
0
36,769
-------------
0
17,537
-------------
0
0
-------------
0
23,918
-------------
0
427,444
-------------
0
0
-------------
0
125JAMES L HEFFERNANSEE SCHEDULE O - O & T TITLES (i)

(ii)
431,000
-------------
0
104,550
-------------
0
77,466
-------------
0
41,122
-------------
0
26,260
-------------
0
680,398
-------------
0
0
-------------
0
126WILLIAM C JOHNSTONSEE SCHEDULE O - O & T TITLES (i)

(ii)
435,524
-------------
0
46,623
-------------
0
25,505
-------------
0
36,480
-------------
0
22,119
-------------
0
566,251
-------------
0
0
-------------
0
127LAURIE LAMOUREUXSEE SCHEDULE O - O & T TITLES (i)

(ii)
203,935
-------------
0
346
-------------
0
61,074
-------------
0
14,610
-------------
0
12,782
-------------
0
292,747
-------------
0
0
-------------
0
128JOANNE MARQUSEESEE SCHEDULE O - O & T TITLES (i)

(ii)
425,646
-------------
0
67,500
-------------
0
56,045
-------------
0
9,474
-------------
0
32,806
-------------
0
591,471
-------------
0
0
-------------
0
129EDWARD OLIVIERSEE SCHEDULE O - O & T TITLES (i)

(ii)
183,523
-------------
0
33,361
-------------
0
37,270
-------------
0
20,447
-------------
0
24,198
-------------
0
298,799
-------------
0
0
-------------
0
130MEREDITH A WALLACE OLSONSEE SCHEDULE O - O & T TITLES (i)

(ii)
138,564
-------------
0
15,300
-------------
0
11,674
-------------
0
7,621
-------------
0
27,189
-------------
0
200,348
-------------
0
0
-------------
0
131ARTHUR J BOWESSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
240,744
0
-------------
13,678
0
-------------
38,998
0
-------------
36,481
0
-------------
21,461
0
-------------
351,362
0
-------------
0
132KEREN DIAMONDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
190,239
0
-------------
55,750
0
-------------
38,345
0
-------------
4,625
0
-------------
19,130
0
-------------
308,089
0
-------------
0
133MARY JO GAGNONSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
206,461
0
-------------
12,361
0
-------------
45,858
0
-------------
33,837
0
-------------
12,395
0
-------------
310,912
0
-------------
0
134PAUL ANDERSON MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
407,004
-------------
0
38,938
-------------
0
47,258
-------------
0
36,479
-------------
0
21,871
-------------
0
551,550
-------------
0
0
-------------
0
135KATRINA ARMSTRONG MD MSCESEE SCHEDULE O - O & T TITLES (i)

(ii)
668,975
-------------
0
105,000
-------------
0
146,980
-------------
0
36,477
-------------
0
18,592
-------------
0
976,024
-------------
0
0
-------------
0
136KATHERINE BECHTOLD MHA BSN RNSEE SCHEDULE O - O & T TITLES (i)

(ii)
233,760
-------------
0
0
-------------
0
36,407
-------------
0
0
-------------
0
20,162
-------------
0
290,329
-------------
0
0
-------------
0
137KENNETH CHISHOLMSEE SCHEDULE O - O & T TITLES (i)

(ii)
232,688
-------------
0
35,120
-------------
0
57,184
-------------
0
27,511
-------------
0
23,895
-------------
0
376,398
-------------
0
0
-------------
0
138SUSAN DEMPSEYSEE SCHEDULE O - O & T TITLES (i)

(ii)
257,883
-------------
0
13,950
-------------
0
28,466
-------------
0
36,483
-------------
0
29,203
-------------
0
365,985
-------------
0
0
-------------
0
139MARGARET M DUGGAN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
210,420
-------------
0
272,581
-------------
0
55,050
-------------
0
36,478
-------------
0
22,135
-------------
0
596,664
-------------
0
0
-------------
0
140LINDA M FLAHERTY RN PCNSSEE SCHEDULE O - O & T TITLES (i)

(ii)
191,410
-------------
0
20,539
-------------
0
12,578
-------------
0
0
-------------
0
22,835
-------------
0
247,362
-------------
0
0
-------------
0
141JOANNE M FUCILESEE SCHEDULE O - O & T TITLES (i)

(ii)
202,758
-------------
0
10,859
-------------
0
14,219
-------------
0
26,371
-------------
0
9,614
-------------
0
263,821
-------------
0
0
-------------
0
142JOSEPH GOLD MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
387,773
-------------
0
38,585
-------------
0
-3,859
-------------
0
0
-------------
0
23,555
-------------
0
446,054
-------------
0
0
-------------
0
143JUDY HAYESSEE SCHEDULE O - O & T TITLES (i)

(ii)
251,963
-------------
0
13,599
-------------
0
25,548
-------------
0
36,483
-------------
0
12,956
-------------
0
340,549
-------------
0
0
-------------
0
144PAULA M HEREAUSEE SCHEDULE O - O & T TITLES (i)

(ii)
146,834
-------------
0
8,496
-------------
0
26,342
-------------
0
23,201
-------------
0
11,070
-------------
0
215,943
-------------
0
0
-------------
0
145PARDON R KENNEY MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
414,875
-------------
0
43,059
-------------
0
45,769
-------------
0
36,475
-------------
0
19,768
-------------
0
559,946
-------------
0
0
-------------
0
146KEITH D LILLEMOE MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
630,622
-------------
0
168,245
-------------
0
122,980
-------------
0
36,476
-------------
0
34,647
-------------
0
992,970
-------------
0
0
-------------
0
147EDWARD LISTON-KRAFT PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
207,943
-------------
0
11,440
-------------
0
23,489
-------------
0
32,846
-------------
0
4,252
-------------
0
279,970
-------------
0
0
-------------
0
148CHERYL MERRILL RN MSN NEA-SEE SCHEDULE O - O & T TITLES (i)

(ii)
178,720
-------------
0
10,313
-------------
0
17,465
-------------
0
0
-------------
0
5,587
-------------
0
212,085
-------------
0
0
-------------
0
149STEPHANIE N NADOLNYSEE SCHEDULE O - O & T TITLES (i)

(ii)
152,006
-------------
0
8,281
-------------
0
16,162
-------------
0
7,249
-------------
0
19,057
-------------
0
202,755
-------------
0
0
-------------
0
150BRITAIN W NICHOLSON MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
562,750
-------------
0
133,571
-------------
0
90,922
-------------
0
36,479
-------------
0
19,669
-------------
0
843,391
-------------
0
0
-------------
0
151DOST ONGUR MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
231,051
-------------
0
0
-------------
0
-10,775
-------------
0
0
-------------
0
27,903
-------------
0
248,179
-------------
0
0
-------------
0
152SHEILA K PARTRIDGE MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
761,811
-------------
0
0
-------------
0
14,333
-------------
0
12,695
-------------
0
30,159
-------------
0
818,998
-------------
0
0
-------------
0
153CHRISTINE REILLYSEE SCHEDULE O - O & T TITLES (i)

(ii)
131,111
-------------
0
4,432
-------------
0
17,216
-------------
0
6,615
-------------
0
2,121
-------------
0
161,495
-------------
0
0
-------------
0
154JOHN SARROSEE SCHEDULE O - O & T TITLES (i)

(ii)
319,500
-------------
0
19,011
-------------
0
16,699
-------------
0
36,475
-------------
0
23,777
-------------
0
415,462
-------------
0
0
-------------
0
155SCOTT L SCHISSEL MD PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
267,727
-------------
0
31,785
-------------
0
13,892
-------------
0
36,478
-------------
0
16,461
-------------
0
366,343
-------------
0
0
-------------
0
156ANTHONY J SCIBELLI MS MBASEE SCHEDULE O - O & T TITLES (i)

(ii)
216,626
-------------
0
0
-------------
0
24,377
-------------
0
0
-------------
0
20,931
-------------
0
261,934
-------------
0
0
-------------
0
157RON M WALLS MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
1,165,476
-------------
0
370,000
-------------
0
58,799
-------------
0
741,440
-------------
0
37,698
-------------
0
2,373,413
-------------
0
0
-------------
0
158ROBERT D WELCHSEE SCHEDULE O - O & T TITLES (i)

(ii)
143,383
-------------
0
8,324
-------------
0
24,311
-------------
0
20,907
-------------
0
23,703
-------------
0
220,628
-------------
0
0
-------------
0
159JEFFREY R ZACK MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
372,128
-------------
0
100
-------------
0
22,972
-------------
0
12,158
-------------
0
25,410
-------------
0
432,768
-------------
0
0
-------------
0
160WILLIAM G AUSTEN JR MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
1,189,000
-------------
0
158,400
-------------
0
110,050
-------------
0
36,477
-------------
0
23,009
-------------
0
1,516,936
-------------
0
0
-------------
0
161LAWRENCE H COHN MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
201,887
-------------
0
0
-------------
0
2,081,334
-------------
0
26,384
-------------
0
22,041
-------------
0
2,331,646
-------------
0
0
-------------
0
162CHRISTOPHER W DIGIOVANNI MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
955,398
-------------
0
456,100
-------------
0
212,112
-------------
0
36,476
-------------
0
21,542
-------------
0
1,681,628
-------------
0
0
-------------
0
163AMAN B PATEL MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
1,266,397
-------------
0
7,800
-------------
0
312,525
-------------
0
36,476
-------------
0
24,173
-------------
0
1,647,371
-------------
0
0
-------------
0
164JON P WARNER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
1,745,654
-------------
0
24,000
-------------
0
110,549
-------------
0
36,476
-------------
0
21,546
-------------
0
1,938,225
-------------
0
0
-------------
0
165DEBORAH C ENOSSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
118,834
0
-------------
59,835
0
-------------
279,811
0
-------------
14,710
0
-------------
6,961
0
-------------
480,151
0
-------------
0
166GERARD F HADLEYSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
165,987
0
-------------
8,900
0
-------------
9,598
0
-------------
18,595
0
-------------
28,474
0
-------------
231,554
0
-------------
0
167DANIEL J GROSSSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
389,718
0
-------------
20,808
0
-------------
55,033
0
-------------
36,477
0
-------------
31,821
0
-------------
533,857
0
-------------
0
168KERRY R WATSONSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
556,579
0
-------------
19,431
0
-------------
155,167
0
-------------
36,477
0
-------------
29,935
0
-------------
797,589
0
-------------
0
169CRAIG MELINSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
0
0
-------------
0
254,541
-------------
0
0
-------------
0
3,432
-------------
0
257,973
-------------
0
0
-------------
0
170THOMAS H ARETZ MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
392,815
0
-------------
21,109
0
-------------
66,997
0
-------------
36,480
0
-------------
23,559
0
-------------
540,960
0
-------------
0
171SUSAN M BEAUSOLIELSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
139,218
0
-------------
5,000
0
-------------
85,369
0
-------------
22,435
0
-------------
2,441
0
-------------
254,463
0
-------------
0
172MAUREEN N CHESLEYSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
144,939
0
-------------
4,261
0
-------------
30,498
0
-------------
15,814
0
-------------
28,691
0
-------------
224,203
0
-------------
0
173GARY W GARBERGSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
138,426
0
-------------
4,059
0
-------------
24,002
0
-------------
0
0
-------------
26,865
0
-------------
193,352
0
-------------
0
174LESLIE G SELBOVITZ MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
330,123
0
-------------
24,710
0
-------------
200,761
0
-------------
36,480
0
-------------
11,769
0
-------------
603,843
0
-------------
0
175BEATRICE THIBEDEAUSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
147,781
0
-------------
0
0
-------------
144,560
0
-------------
20,872
0
-------------
3,516
0
-------------
316,729
0
-------------
0
176DENNIS AUSIELLO MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
366,490
-------------
0
100
-------------
0
67,997
-------------
0
36,479
-------------
0
19,186
-------------
0
490,252
-------------
0
0
-------------
0
177BARBARA E BIERER MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
181,410
-------------
0
0
-------------
0
17,785
-------------
0
36,481
-------------
0
19,603
-------------
0
255,279
-------------
0
0
-------------
0
178STEVEN D BROWELL MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
329,575
-------------
0
52,567
-------------
0
19,899
-------------
0
7,088
-------------
0
31,129
-------------
0
440,258
-------------
0
0
-------------
0
179MARY BETH DIFILIPPOSEE SCHEDULE O - O & T TITLES (i)

(ii)
176,517
-------------
0
18,808
-------------
0
6,556
-------------
0
12,183
-------------
0
25,505
-------------
0
239,569
-------------
0
0
-------------
0
180JAMES ELLISON MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
149,091
-------------
0
0
-------------
0
20,904
-------------
0
0
-------------
0
13,697
-------------
0
183,692
-------------
0
0
-------------
0
181MARK NOVOTNY MDSEE SCHEDULE O - O & T TITLES (i)

(ii)
225,486
-------------
0
0
-------------
0
113,715
-------------
0
6,481
-------------
0
26,830
-------------
0
372,512
-------------
0
0
-------------
0
182HARRY W ORF PHDSEE SCHEDULE O - O & T TITLES (i)

(ii)
439,725
-------------
0
70,200
-------------
0
82,201
-------------
0
36,475
-------------
0
19,569
-------------
0
648,170
-------------
0
0
-------------
0
183EDITH PETERSEE SCHEDULE O - O & T TITLES (i)

(ii)
0
-------------
0
0
-------------
0
134,859
-------------
0
0
-------------
0
367
-------------
0
135,226
-------------
0
0
-------------
0
184JEANNE M RYANSEE SCHEDULE O - O & T TITLES (i)

(ii)
47,558
-------------
0
0
-------------
0
120,813
-------------
0
1,669
-------------
0
1,727
-------------
0
171,767
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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
PAYMENT OR REIMBURSEMENT OF EXPENSES TRAVEL FOR COMPANIONS WAS PROVIDED TO CERTAIN OFFICERS LISTED ON FORM 990, PART VII AS THE COMPANIONS ATTENDANCE WAS REQUIRED TO FULFILL A BONA FIDE BUSINESS PURPOSE. THESE PAYMENTS WERE PROVIDED PURSUANT TO A WRITTEN POLICY AND WERE TREATED AS NON-TAXABLE BUSINESS EXPENSES. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE PROVIDED TO CERTAIN OFFICERS AND OTHER EMPLOYEES LISTED ON FORM 990, PART VII. THESE BENEFITS WERE PROVIDED PURSUANT TO A WRITTEN POLICY. THE HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE TREATED AS TAXABLE INCOME.
NONQUALIFIED RETIREMENT PLAN PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THESE AMOUNTS ARE ALREADY INCLUDED IN THE COMPENSATION DISCLOSED ON SCHEDULE J, PART II KATHERINE BECHTOLD, MHA, BSN, RN - $13,088 BRENT L. HENRY, ESQ. - $135,848 LAURIE LAMOUREUX - $23,435 PETER K. MARKELL - $334,041 JOANNE MARQUSEE - $23,160 ELIZABETH G. NABEL, M.D. - $406,882 ROBERT G. NORTON - $742,856 A. KIM SAAL, M.D. - $19,776 ANTHONY J. SCIBELLI, MS, MBA - $11,731 PETER L. SLAVIN, M.D., M.B.A - $44,934 DAVID F. TORCHIANA, M.D. - $1,408,034
TRUSTEE COMPENSATION TRUSTEES RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A PARTNERS AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES.
ESTABLISHING CEO COMPENSATION THE CHIEF EXECUTIVE OFFICER'S COMPENSATION WAS ESTABLISHED USING THE FOLLOWING: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
CHIEF EXECUTIVE OFFICER'S COMPENSATION THE FOLLOWING CHIEF EXECUTIVE OFFICER'S COMPENSATION WAS DETERMINED BY THE PARTNERS HEALTHCARE SYSTEM, INC. COMPENSATION COMMITTEE. PARTNERS HEALTHCARE SYSTEM, INC. IS AN AFFILIATED TAX-EXEMPT ORGANIZATION. GILBERT MUDGE, M.D. ELIZABETH NABEL, M.D. ROBERT NORTON SCOTT RAUCH, M.D. PETER SLAVIN, M.D.,M.B.A. DAVID STORTO KERRY WATSON LYNN MALLOY STOFER
RECEIPT OF SEVERANCE PAYMENTS SUSAN M. BEAUSOLIEL - $43,963 DEBORAH C. ENOS - $257,928 CRAIG MELIN - $257,398 MARK NOVOTNY, M.D. - $73,163 EDITH PETER - $92,479 JEANNE M. RYAN - $111,153 LESLIE G. SELBOVITZ, M.D. - $123,548 BEATRICE THIBEDEAU - $119,617 KERRY R. WATSON - $53,975
Schedule J (Form 990) 2015
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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number
90-0656139
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 MASSACHUSETTS HEALTH AND EDUCATION FACILITIES AU
 
04-2456011   12-23-2008 3,500,000 ENERGY EFFICIENCY EQUIPMENT   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 2,704,174      
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 3,517,762      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 20,847      
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 3,374,123      
11 Other spent proceeds ............. 122,792      
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X            
15 Were the bonds issued as part of an advance refunding issue? .....   X            
16 Has the final allocation of proceeds been made? ..........   X            
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. 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) 2015

Schedule K (Form 990) 2015
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?                
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        
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        
6 Total of lines 4 and 5 .............        
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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X              
b Exception to rebate? ........   X            
c No rebate due? .........   X            
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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            
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              
7 Has the organization established written procedures to monitor the requirements of section 148? ... 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?                
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART II, LINE 3 THE TOTAL PROCEEDS REPORTED IN PART II, LINE 3, COLUMNS C INCLUDE INVESTMENT EARNINGS OF $17,762. THEREFORE THEY DIFFER FROM THE ISSUE PRICE LISTED IN PART I, COLUMN(E).
SCHEDULE K, PART III,LINE 9 COOLEY DICKINSON HOSPITAL HAS PERFORMED AN EXTENSIVE REVIEW OF ALL ACTIVITIES CONDUCTED WITHIN ITS BOND FINANCED FACILITIES. UPON REVIEW, THE ORGANIZATION HAS DETERMINED THAT THERE IS NO PRIVATE BUSINESS USE.
SCHEDULE K, PART V COOLEY DICKINSON HOSPITAL HAS HISTORICALLY PERFORMED PERIODIC EXTENSIVE REVIEWS OF ALL ACTIVITIES CONDUCTED WITHIN ITS TAX EXEMPT BOND FINANCED FACILITIES. EFFECTIVE JULY 24,2013, THE ORGANIZATION FORMALIZED ITS PRACTICE IN A WRITTEN PROCEDURE.
Schedule K (Form 990) 2015

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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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
(1) M JOHNSON MD DIRECTOR PHYSICIAN RECRUITMENT   X 85,000 12,312   No   No Yes  
(2) E CHIOCCA MD DIRECTOR PHYSICIAN RECRUITMENT   X 400,000 70,000   No Yes   Yes  
(3) D HAAS-KOGANMD DIRECTOR PHYSICIAN RECRUITMENT   X 250,000 183,333   No Yes   Yes  
(4) E OLIVIER OFFICER RECRUITMENT   X 100,000 100,000   No Yes   Yes  
(5) M BELSKY MD DIRECTOR PHYSICIAN RECRUITMENT   X 271,922 199,702   No Yes   Yes  
Total ...............Small Bullet $ 565,347
Part III
Grants or Assistance Benefiting 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) 2015
Schedule L (Form 990 or 990-EZ) 2015
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) C NABEL
 
NABEL, TRU AND OFF (FAM) 60,060 SALARY   No
(2) NPP DEVELOPMENT
 
KRAFT, TRU (FAM) 3,926,719 LEASE   No
(3) SUFFOLK CONSTRUCTION
 
FISH, TRU 142,480,498 CONSTRUCTION SERVICES   No
(4) C BENSON
 
DOUBILET, TRU (FAM) 489,626 SALARY   No
(5) B RATTNER
 
RATTNER, TRU (FAMILY) 211,764 SALARY   No
(6) P HEARON
 
HIGHAM, OFF (FAMILY) 65,893 SALARY   No
(7) K CASPER
 
PIL, TRU (FAMILY) 298,369 SALARY   No
(8) J RAY
 
RAY, TRU (FAMILY) 58,250 SALARY   No
(9) R VANDERHOOP
 
SWEET, TRU,OFF (FAMILY) 167,730 SALARY   No
(10) J MONTO
 
MONTO, TR (FAM) 88,407 SALARY   No
(11) E COLLIER
 
COLLIER, TRU (FAMILY) 154,988 SALARY   No
(12) L HADLEY
 
HADLEY, OFF-F (FAMILY) 16,668 SALARY   No
(13) B MILLER
 
SPIESS, TRU (FAMILY) 96,966 SALARY   No
(14) CARLON MEDICAL
 
PITONIAK, TRU 228,402 LEASE   No
(15) VIDOC
 
WEITZMAN, TRU (FAMILY) 286,021 LEASE   No
(16) NS CARDIO INC
 
ROBERTS, TRU 329,284 SERVICES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2015


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
2015
Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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 .... X 84 87,656 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 8,578 FMV
5 Clothing and household
goods .......
X 106,297 FMV
6 Cars and other vehicles .. X 1 13,000 FMV
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 728 48,051,273 FMV
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 ..... X 21 24,048 FMV
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 ( MISCELLANEOUS ) X 82 501,776 FMV
26 Other Right pointing arrow large image ( GIFT CERTIFICATES ) X 395 309,269 FMV
27 Other Right pointing arrow large image ( HOTEL PACKAGES ) X 100 148,304 FMV
28 Other Right pointing arrow large image ( TRAVEL/AIRFARE/TRANSPORTATION ) X 21 56,804 FMV
Other Right pointing arrow large image ( FOOD ) X 106 46,081 FMV
Other Right pointing arrow large image ( SPORTING EVENT/THEATER/MUSEUM TICKETS ) X 71 43,566 FMV
Other Right pointing arrow large image ( ROUNDS OF GOLF ) X 26 38,823 FMV
Other Right pointing arrow large image ( STUDIO PARTY/PARTY ) X 12 29,562 FMV
Other Right pointing arrow large image ( ADVERTISING ) X 6 17,074 FMV
Other Right pointing arrow large image ( JEWLERY ) X 12 12,173 FMV
Other Right pointing arrow large image ( PORTRAITS ) X 8 8,070 FMV
Other Right pointing arrow large image ( MEDICAL EQUIPMENT ) X 9 7,042 FMV
Other Right pointing arrow large image ( COMPUTER EQUIPMENT ) X 2 769 FMV
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) (2015)
Schedule M (Form 990) (2015)
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) (2015)

Additional Data


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

Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
bullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.

bullet Attach certified copies of any articles of dissolution, resolutions, or plans.
bullet Attach to Form 990 or 990-EZ.
bulletInformation about Schedule N (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number
90-0656139
Part I
Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Part I can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid
(b) Date of
distribution
(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses
(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses
(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
CASH 09-30-2016 18,230,448 BOOK VALUE 04-3466314 BRIGHAM AND WOMEN'S PHYSICIANS ORG
 
399 REVOLUTION DR
SOMERVILLE,MA02145
501(C)(3)
CASH 12-31-2015 8,836,846 BOOK VALUE 04-3466314 BRIGHAM AND WOMEN'S PHYSICIANS ORG
 
399 REVOLUTION DR
SOMERVILLE,MA02145
501(C)(3)
CASH 09-30-2016 0 BOOK VALUE 04-2918280 PARTNERS HOME CARE INC
 
399 REVOLUTION DR
SOMERVILLE,MA02145
501(C)(3)
















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? .........................
2a
 
No
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
2b
 
No
c
Become a direct or indirect owner of a successor or transferee organization? .....................
2c
 
No
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? ........
2d
 
No
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50087Z
Schedule N (Form 990 or 990-EZ) (2015)

Schedule N (Form 990 or 990-EZ) (2015)
Page 2
Part I
Liquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III .............
3
Yes
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? ......
4a
Yes
 
b
If "Yes," did the organization provide such notice? .....................
4b
Yes
 
5
Did the organization discharge or pay all of its liabilities in accordance with state laws? .....................
5
Yes
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? .....................
6a
 
No
b
If "Yes" on line 6a, did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws?
6b
 
 
c
If "Yes" on line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No" on line 6b, explain in Part III.

Part II
Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid
(b) Date of
distribution
(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses
(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses
(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? .....................
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? .....................
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? .....................
2d
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
Schedule N(Form 990 or 990-EZ) (2015)

Schedule N (Form 990 or 990-EZ) (2015)
Page 3
Part III
Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
Return Reference Explanation
MERGER THE FOLLOWING ORGANIZATIONS MERGED INTO THEIR RESPECTIVE PARENT ORGANIZATIONS. ALL ORGANIZATIONS ARE TAX-EXEMPT UNDER 501(C)(3):BRIGHAM AND WOMEN'S OBSTETRICS AND GYNECOLOGY RESEARCH AND EDUCATION FOUNDATION, INC.(EIN: 04-3494863) MERGED INTO BRIGHAM AND WOMEN'S PHYSICIANSORGANIZATION, INC. (EIN: 04-3466314)BRIGHAM PATHOLOGY RESEARCH AND EDUCATION FOUNDATION, INC.(04-3541111) MERGED INTO BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC. (EIN: 04-3466314)PARTNERS HOSPICE, INC.(EIN: 04-2730504) MERGED INTO PARTNERS HOME CARE, INC. (EIN: 04-2918280)
Schedule N (Form 990 or 990-EZ) (2015)



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 990-EZ 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
2015
Open to Public
Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
Return Reference Explanation
FORM 990, PART III - PROGRAM SERVICE (ATTACHEMENT 1) PATIENT CARE: PARTNERS HEALTHCARE WAS FOUNDED IN 1994 BY BRIGHAM AND WOMEN'S HOSPITAL (BWH) AND MASSACHUSETTS GENERAL HOSPITAL (THE GENERAL). PARTNERS IS AN INTEGRATED HEALTH CARE SYSTEM THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE AND SPECIALTY PHYSICIANS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS, SPECIALTY FACILITIES, COMMUNITY HEALTH CENTERS, AND OTHER HEALTH-RELATED ENTITIES. SEVERAL YEARS AGO, PARTNERS HEALTHCARE LAUNCHED A SERIES OF STRATEGIC INITIATIVES TO REDESIGN CARE WITH AN EMPHASIS ON IMPROVING QUALITY AND AFFORDABILITY. MULTI-DISCIPLINARY TEAMS FROM PHS AND FROM PARTNERS HEALTHCARE HOSPITALS WERE ASSEMBLED TO DEVELOP AND IMPLEMENT STRATEGIES FOR CHANGE THAT FOCUSED ON CARE REDESIGN INITIATIVES TO IMPROVE PATIENT CARE QUALITY AND OUTCOMES AND ON PATIENT AFFORDABILITY INITIATIVES TO MANAGE COST GROWTH AND REDUCE PER-UNIT COSTS IN DIRECT PATIENT CARE AND OVERHEAD. SINCE PARTNERS HEALTHCARE BEGAN THOSE INITIATIVES, THE PRESSURE TO REDUCE HEALTHCARE COSTS HAS CONTINUED, AND THE HEALTHCARE INDUSTRY HAS ALSO BEEN CHARACTERIZED BY THE GROWTH OF ALTERNATIVE CONTRACTS THAT EMPHASIZE ACCOUNTABILITY AND QUALITY OVER VOLUME AND BY GROWING MARKET COMPETITION AND INCREASED PRICE SENSITIVITY ON THE PART OF CONSUMERS, EMPLOYERS AND PROVIDER GROUPS. BUILDING ON THE CARE REDESIGN AND PATIENT AFFORDABILITY INITIATIVES THAT WERE STARTED SEVERAL YEARS AGO, PARTNERS HEALTHCARE IS COMMITTED TO CONTINUING TO BE A LEADER IN CLINICAL CARE AND SYSTEM INNOVATION AND TO LEAD IN THE SHIFT TO VALUE-DRIVEN HEALTHCARE IN MASSACHUSETTS THROUGH THE FOLLOWING STRATEGIC INITIATIVES: 1) POPULATION HEALTH MANAGEMENT; 2) NETWORK STRATEGY; 3) CONTRACTING AND INSURANCE MODELS; 4) REFERRAL NETWORKS AND 5) PATIENT AFFORDABILITY/COST MANAGEMENT PARTNERS HEALTHCARE ACUTE CARE SECTOR INCLUDES TWO OF THE MOST WELL RESPECTED ACADEMIC MEDICAL CENTERS IN THE UNITED STATES, BWH AND THE GENERAL, AND SEVEN ACUTE CARE COMMUNITY HOSPITALS: COOLEY, FAULKNER, MVH, NCH, NWH AND NSMC'S SALEM AND UNION HOSPITALS. TOGETHER THESE FORM THE LARGEST ACUTE CARE DELIVERY SYSTEM IN EASTERN MASSACHUSETTS. BWH AND THE GENERAL ARE RENOWNED FOR THEIR EXCELLENCE IN PATIENT CARE, INNOVATIVE AND FAR-REACHING RESEARCH EFFORTS AND EDUCATIONAL PROGRAMS. BWH AND THE GENERAL SERVE BOTH AS COMMUNITY HOSPITALS FOR PORTIONS OF METROPOLITAN BOSTON AND AS PROVIDERS OF TERTIARY AND QUATERNARY SERVICES, PRIMARILY TO EASTERN MASSACHUSETTS AND ADJACENT PORTIONS OF CONTIGUOUS STATES, BUT ALSO TO THE REMAINDER OF MASSACHUSETTS, NEW ENGLAND, OTHER PARTS OF THE UNITED STATES AND OTHER NATIONS. SINCE A SIGNIFICANT PART OF THE PRIMARY SERVICE AREAS OF BWH AND THE GENERAL DO NOT OVERLAP, BOTH BWH AND THE GENERAL CONTINUE TO PROVIDE MANY OF THE SAME TERTIARY AND SECONDARY SERVICES. AMONG THE TERTIARY SERVICES THAT PARTNERS HEALTHCARE OFFERS THROUGH BWH AND THE GENERAL ARE ALL FORMS OF ORGAN TRANSPLANTS, INCLUDING HEART, LUNG, HEART-LUNG, LIVER, KIDNEY, BONE MARROW, SMALL BOWEL AND PANCREAS TRANSPLANTS. THE BURN AND LEVEL I TRAUMA UNITS (FOR TREATMENT OF THE MOST SERIOUS CASES) AT BWH AND THE GENERAL REPRESENT TWO OF ONLY THREE SUCH UNITS IN MASSACHUSETTS AND ARE AMONG THE LARGEST IN NEW ENGLAND. BRIGHAM AND WOMEN'S AND THE GENERAL ARE LEADING ACADEMIC MEDICAL CENTERS. ALONG WITH FIVE COMMUNITY HOSPITALS AND FIVE SPECIALTY HOSPITALS, PARTNERS OFFERS HEALTH CARE FOR NEARLY EVERY MEDICAL NEED. PATIENTS CHOOSE TO COME TO PARTNERS HOSPITALS FROM THE BOSTON AREA, BUT ALSO FROM ACROSS THE COUNTRY AND THROUGHOUT THE WORLD BECAUSE OF GROUND BREAKING ACHIEVEMENTS IN MEDICAL CARE AND THE HIGH DEGREE OF SPECIALIZATION PROVIDED. DURING THE FISCAL YEAR 2016, ENDING SEPTEMBER 30, 2016 PARTNERS HEALTHCARE RECORDED 154,044 ADMISSIONS. AMBULATORY CARE: EACH OF PARTNERS HEALTHCARE'S NINE ACUTE CARE HOSPITALS PROVIDES EMERGENCY, AMBULATORY AND OUTPATIENT CARE ACROSS MAJOR SPECIALTIES. COMBINED, THEY COMPRISE THE LARGEST OUTPATIENT NETWORK IN EASTERN MASSACHUSETTS. IN 2016, PARTNERS HEALTHCARE ACUTE CARE HOSPITAL BASED AND NON-HOSPITAL BASED AMBULATORY CARE PROGRAMS RESULTED IN APPROXIMATELY 1,300,000 ROUTINE VISITS, APPROXIMATELY 371,000 EMERGENCY SERVICES VISITS AND APPROXIMATELY 948,000 HOME HEALTH VISITS. BWH PROVIDES OUTPATIENT SERVICES, INCLUDING PRIMARY CARE, SPECIALTY CARE, DIAGNOSTICS, IMAGING AND AMBULATORY PROCEDURES AT 127 AMBULATORY PRACTICES IN 20 LOCATIONS. FOUR PRACTICE SITES ON THE BWH DISTRIBUTED MAIN CAMPUS AND THE BRIGHAM AND WOMEN'S AMBULATORY CARE CENTER IN CHESTNUT HILL HOUSE THE MAJORITY OF THESE PRACTICES, AND THE REMAINDERARE IN SATELLITES LOCATED SOUTHWEST AND SOUTH OF BOSTON, INCLUDING THE BRIGHAM AND WOMEN'S/MASS GENERAL HEALTH CARE CENTER LOCATED AT PATRIOT PLACE IN FOXBOROUGH, MASSACHUSETTS. IN ADDITION, BWH OPERATES TWO NEIGHBORHOOD HEALTH CENTERS IN THE JAMAICA PLAIN SECTION OF BOSTON NEAR ITS HOSPITAL FACILITIES AND SERVES AS A REFERRAL FACILITY FOR BOTH HEALTH CENTERS. THESE COMMUNITY HEALTH CENTERS PROVIDE COMPREHENSIVE SERVICES SIMILAR TO THOSE OFFERED BY SATELLITE PRACTICES AND INCLUDE PRIMARY CARE, DENTISTRY, PEDIATRICS, PODIATRY, OBSTETRICS, GYNECOLOGY, MENTAL HEALTH, NUTRITION,OUTPATIENT SUBSTANCE ABUSE COUNSELING AND SOCIAL SERVICES. THE GENERAL PROVIDES MANY OF ITS AMBULATORY CARE SERVICES IN THE YAWKEY CENTER FOR OUTPATIENT CARE, THE WANG AMBULATORY CARE CENTER, THE EMERGENCY SERVICES DEPARTMENT AND THE MGH CANCER CENTER, ALL LOCATED ON ITS MAIN CAMPUS; AT MGH WEST, AN AMBULATORY CARE FACILITY IN WALTHAM; AT MASS GENERAL/NORTH SHORE CENTER FOROUTPATIENT CARE IN DANVERS; AND AT OFF-CAMPUS HEALTH CENTERS IN BOSTON'S BACK BAY AND IN CHARLESTOWN, CHELSEA AND REVERE. PARTNERS HEALTHCARE COMMUNITY HOSPITALS ALSO OFFER EXTENSIVE AMBULATORY CARE SERVICES. FAULKNER OFFERS AN OUTPATIENT CENTER IN BREAST HEALTHCARE, AND OUTPATIENT SERVICES AT NWH INCLUDE A CANCER CENTER, SPINE CENTER, WOMEN'S IMAGING CENTER, BREAST CENTER, MINIMALLY INVASIVE GYNECOLOGY CENTER, ASSISTED REPRODUCTIVE TECHNOLOGY PROGRAM, MATERNAL FETAL MEDICINE PROGRAM, JOINT RECONSTRUCTION CENTER, DIABETES CENTER, BARIATRIC CENTER, WOUND/OSTOMY PROGRAM, MULTIPLE SCLEROSIS CLINIC, GASTROINTESTINAL SCREENING (ENDOSCOPY), AMBULATORY SURGICAL SERVICE, AND AN ADULT SLEEP CENTER. AT ITS SALEM AND UNION CAMPUSES, NSMC OFFERS IMAGING SERVICES, CARDIOLOGY TESTING, AND SURGICAL SUITES DESIGNED EXCLUSIVELY FOR OUTPATIENT SURGERY AND DIAGNOSTIC ENDOSCOPIC PROCEDURES. THE NORTH SHORE WOMEN'S HEALTH CENTER IN DANVERS PROVIDES COMPREHENSIVE SERVICES FOR WOMEN INCLUDING IMAGING SERVICES. BRIGHAM AND WOMEN'S HOSPITAL: BWH IS LICENSED BY THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH (DPH) TO OPERATE 793 BEDS,774 OF WHICH WERE STAFFED AS OF SEPTEMBER 30, 2016. THE GENERAL HOSPITAL: GHC IS LICENSED BY THE DPH TO OPERATE 1,046 BEDS, 1003 OF WHICH WERE STAFFED AS OF SEPTEMBER 30, 2016. BRIGHAM AND WOMEN'S FAULKNER HOSPITAL: BWFH IS A 162-BED ACUTE CARE COMMUNITY TEACHING HOSPITAL LOCATED IN THE JAMAICA PLAIN AREA OF BOSTON, APPROXIMATELY THREE MILES FROM THE BWH CAMPUS. FAULKNER OFFERS MEDICAL/SURGICAL AND PSYCHIATRIC SERVICES, COMPREHENSIVE SERVICES IN ORTHOPAEDICS, RADIOLOGY AND EMERGENCY MEDICINE AND SPECIALIZED PROGRAMS IN BREAST CANCER DETECTION AND TREATMENT. FAULKNER AND BWH INTEGRATED CERTAIN PROGRAMS, SERVICES AND PRACTICES, INCLUDING CARDIOLOGY, PSYCHIATRY, PULMONARY MEDICINE AND NEUROLOGY. FAULKNER ATTRACTS PATIENTS PRIMARILY FROM THE JAMAICA PLAIN, WEST ROXBURY, ROSLINDALE, HYDE PARK AND DEDHAM COMMUNITIES, WHICH ARE TO THE SOUTH AND WEST OF DOWNTOWN BOSTON. MARTHA'S VINEYARD HOSPITAL: MVH IS A 25-BED ACUTE CARE, CRITICAL ACCESS COMMUNITY HOSPITAL LOCATED ON MARTHA'S VINEYARD, AN ISLAND APPROXIMATELY 75 MILES SOUTH OF BOSTON. MVH PROVIDES INPATIENT AND OUTPATIENT MEDICAL/SURGICAL, ORTHOPEDIC, PEDIATRIC, GERIATRIC, GYNECOLOGICAL, OBSTETRICAL, EMERGENCY AND REHABILITATION SERVICES. AN AFFILIATE OF MVH OPERATES THE 106-BED WINDEMERE NURSING & REHABILITATION CENTER, LOCATED ON THE MAIN CAMPUS OF MVH. MVH'S ACTIVE MEDICAL STAFF INCLUDES 14 PRIMARY CARE PHYSICIANS (THREE INTERNISTS, SIX FAMILY PRACTITIONERS, THREE HOSPITALIST AND TWO PEDIATRICIANS), THREE GENERAL SURGEONS, TWO OBSTETRICIAN/GYNECOLOGISTS, TWO ORTHOPEDISTS, FOUR DENTISTS, TWO PSYCHIATRISTS, AND SEVEN EMERGENCY MEDICINE PHYSICIANS. MVH HAS LONG-STANDING COLLABORATIONS WITH THE GENERAL IN SUCH SPECIALTIES AS CARDIOLOGY, NEUROLOGY, DERMATOLOGY, AND EMERGENCY SERVICES AND IS CONNECTED TO THE GENERAL THROUGH TELEMEDICINE LINKS FOR STROKE, NEWBORN NURSERY AND PAIN MEDICINE. THE GENERAL ALSO PROVIDES MEDICAL ONCOLOGY, RADIOLOGY AND ANESTHESIA SERVICES TO MVH. NANTUCKET COTTAGE HOSPITAL: NCH IS A 19-BED ACUTE CARE COMMUNITY HOSPITAL LOCATED ON NANTUCKET, AN ISLAND APPROXIMATELY 100 MILES SOUTH OF BOSTON. NCH OFFERS INPATIENT AND OUTPATIENT MEDICAL/SURGICAL, OBSTETRICS, EMERGENCY, DIAGNOSTIC, AND PHYSICAL REHABILITATION SERVICES.
FORM 990, PART III - PROGRAM SERVICE (ATTACHEMENT 1 CONTINUE) SPECIALIZED DEPARTMENTS INCLUDE DIALYSIS, CHEMOTHERAPY AND PALLIATIVE CARE. NCH'S MEDICAL STAFF INCLUDES SIX FULL-TIME PHYSICIANS, WHILE MORE THAN 50 PHYSICIANS, REPRESENTING A VARIETY OF SPECIALTIES, SERVE IN A CONSULTING CAPACITY OR SCHEDULE REGULAR VISITS TO THE ISLAND. NCH HAS LONG-STANDING COLLABORATIONS WITH THE GENERAL IN SUCH SPECIALTIES AS CARDIOLOGY, NEUROLOGY, DERMATOLOGY AND EMERGENCY SERVICES AND IS CONNECTED TO THE GENERAL THROUGH TELEMEDICINE LINKS. THE GENERAL ALSO PROVIDES RADIOLOGY SERVICES TO NCH. NEWTON-WELLESLEY HOSPITAL: NWH IS A 270-BED ACUTE CARE COMMUNITY TEACHING HOSPITAL LOCATED IN NEWTON, APPROXIMATELY 10 MILES WEST OF BOSTON. NWH PROVIDES INPATIENT AND OUTPATIENT MEDICINE/SURGERY, OBSTETRICS/GYNECOLOGY, PSYCHIATRY AND PEDIATRIC SERVICES. SPECIALIZED SERVICES INCLUDE MINIMALLY INVASIVE GYNECOLOGICAL SURGERY, A SPINE CENTER IN COLLABORATION WITH THE GENERAL, ADVANCED IMAGING SERVICES FOR WOMEN, AND A SEPARATE EMERGENCY DEPARTMENT DESIGNED JUST FOR CHILDREN. NWH HAS DEVELOPED COLLABORATIONS WITH THE GENERAL IN CANCER AND PEDIATRICS AND WITH BWH'S OBSTETRICS/GYNECOLOGY SPECIALISTS. NWH ATTRACTS PATIENTS PRIMARILY FROM NEWTON, WALTHAM, WELLESLEY, NEEDHAM, NATICK, WESTON, MEDFIELD AND WAYLAND, WHICH ARE WEST AND SOUTH OF BOSTON. NWH ALSO SPONSORS A TRANSITIONAL YEAR RESIDENCY PROGRAM AND SERVES AS A TRAINING SITE FOR RESIDENTS AND FELLOWS IN NINE SPECIALTIES WHO ARE IN THE GENERAL OR BWH SPONSORED PROGRAMS. NORTH SHORE MEDICAL CENTER: NSMC OPERATES TWO ACUTE CARE COMMUNITY HOSPITALS. SALEM HOSPITAL IS LICENSED FOR 268 BEDS AND IS LOCATED IN SALEM, APPROXIMATELY 20 MILES NORTH OF BOSTON. UNION HOSPITAL IS LICENSED FOR 126 BEDS AND IS LOCATED IN LYNN, APPROXIMATELY 15 MILES NORTH OF BOSTON. NSMC OFFERS MEDICAL/SURGICAL, CARDIAC, OBSTETRICS/GYNECOLOGY, PEDIATRIC AND PSYCHIATRIC SERVICES; OPERATES ITS OWN THREE-YEAR RESIDENCY PROGRAM IN INTERNAL MEDICINE; SERVES AS A SITE FOR THREE RESIDENCY PROGRAMS OF THE GENERAL; AND IT IS A TEACHING AFFILIATE OF TUSM. COOLEY DICKINSON HOSPITAL: COOLEY IS A 140-BED ACUTE CARE COMMUNITY HOSPITAL OFFERING MEDICAL/SURGICAL, ADULT INTENSIVE CARE/CRITICAL CARE, OBSTETRIC, PEDIATRIC, PSYCHIATRIC, AND REHABILITATIVE SERVICES AT ITS NORTHAMPTON CAMPUS AND DIAGNOSTIC IMAGING AND REHABILITATION SERVICES IN SURROUNDING COMMUNITIES. COOLEY ALSO PROVIDES RESIDENCY AND WORK EXPERIENCE PROGRAMS FOR NURSING, SOCIAL WORK, OCCUPATIONAL THERAPY AND OTHER STUDENTS THROUGH A NUMBER OF AFFILIATIONS IN THE GREATER NORTHAMPTON AREA. REHABILITATION AND PSYCHIATRIC CARE SECTOR: PCC OVERSEES THE MANAGEMENT, DELIVERY AND INTEGRATION OF REHABILITATION, SUB-ACUTE AND HOME HEALTH SERVICES THROUGHOUT THE PARTNERS HEALTHCARE SYSTEM. PCC IS THE SOLE MEMBER OF SPAULDING BOSTON, SPAULDING CAMBRIDGE, SPAULDING CAPE COD, SPAULDING NORTH SHORE AND PARTNERS HEALTHCARE AT HOME (PHH), AND IS THE SOLE STOCKHOLDER OF FRC, INC., WHICH HOLDS THE LICENSE FOR TWO SKILLED NURSING FACILITIES. SPAULDING BOSTON: SPAULDING BOSTON IS CERTIFIED BY MEDICARE AS AN INPATIENT REHABILITATION FACILITY (IRF). SPAULDING BOSTON OPERATES 132 IRF BEDS, 12 OF WHICH ARE FOR PEDIATRIC PATIENTS. IT TREATS MUSCULOSKELETAL, STROKE, SPINAL CORD INJURY, TRAUMATIC BRAIN INJURY, AMPUTEE, AND NEUROLOGY PATIENTS. SPAULDING BOSTON HAS NINE OUTPATIENT REHABILITATION SITES IN THE BOSTON METROPOLITAN AREA WITH EACH LOCATION OFFERING A FULL RANGE OF OUTPATIENT REHABILITATION SERVICES, INCLUDING PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND SPEECH THERAPY. SPAULDING BOSTON IS THE PRINCIPAL TRAINING SITE FOR HARVARD MEDICAL SCHOOL'S DEPARTMENT OF PHYSICAL MEDICINE AND REHABILITATION AND SPONSORS AN ACGME-ACCREDITED RESIDENCY PROGRAM IN PHYSICAL MEDICINE AND REHABILITATION. SPAULDING BOSTON ALSO SPONSORS THREE ACGME-ACCREDITED FELLOWSHIPS AND PROVIDES TRAINING FOR RESIDENTS FROM THE GENERAL AND BWH. IN JULY 2015, U.S. NEWS & WORLD REPORT RANKED SPAULDING BOSTON 6TH AMONG THE NATION'S REHABILITATION HOSPITALS, PLACING IT ON THE LIST OF THE TOP 20 REHABILITATION HOSPITALS FOR THE TWENTIETH YEAR IN A ROW. IN APRIL 2013, SPAULDING BOSTON RELOCATED TO A NEW FACILITY IN THE CHARLESTOWN NAVY YARD. SPAULDING BOSTON ALSO UTILIZES SPAULDING CAMBRIDGE AND SPAULDING NORTH SHORE FOR A PORTION OF ITS REQUIREMENTS. SPAULDING CAMBRIDGE: SPAULDING CAMBRIDGE OPERATES A 180-BED LTAC IN CAMBRIDGE. SPAULDING CAMBRIDGE WORKS COLLABORATIVELY WITH THE TERTIARY HOSPITALS IN BOSTON TO PROVIDE COMPREHENSIVE CARE TO CRITICALLY ILL PATIENTS THAT REQUIRE EXTENDED RECUPERATION TIME. SPAULDING CAPE COD: (RHCI) SPAULDING CAPE COD IS AN IRF LICENSED FOR 60 BEDS THAT IS LOCATED IN EAST SANDWICH. IT PREDOMINANTLY TREATS ORTHOPEDIC, NEUROLOGY AND AMPUTEE PATIENTS. SPAULDING CAPE COD IS THE ONLY FACILITY PROVIDING COMPREHENSIVE, HOSPITAL-LEVEL REHABILITATION ON CAPE COD. SPAULDING CAPE COD OPERATES A PEDIATRIC OUTPATIENT SITE IN SANDWICH AS WELL AS ADULT OUTPATIENT SITES IN ORLEANS, SANDWICH, YARMOUTH AND PLYMOUTH. SPAULDING CAPE COD PROVIDES INPATIENT CARE FOR MORE THAN 1,000 INPATIENTS EACH YEAR AND HAS MORE THAN 15 SPECIALTY INPATIENT AND OUTPATIENT PROGRAMS TO SERVE CHILDREN AND ADULTS. MCLEAN HOSPITAL CORPORATION: MCLEAN HOSPITAL IS A FREE-STANDING PSYCHIATRIC HOSPITAL THAT PROVIDES A CONTINUUM OF INPATIENT, ACUTE AND LONGER-TERM RESIDENTIAL, PARTIAL HOSPITALIZATION AND TREATMENT-SPECIFIC OUTPATIENT SERVICES. IN ADDITION, IT HAS TWO SPECIALIZED SCHOOLS FOR CHILDREN AND ADOLESCENTS THAT OFFER A RANGE OF THERAPEUTIC SERVICES. MCLEAN OFFERS BOTH BIOLOGICAL AND PSYCHOSOCIAL TREATMENT AND PROVIDES ITS SERVICES TO CHILDREN, ADOLESCENTS, ADULTS AND GERIATRIC PATIENTS. IT IS THE LARGEST PSYCHIATRIC AFFILIATE OF HARVARD MEDICAL SCHOOL. MCLEAN ATTRACTS PATIENTS PRIMARILY FROM THE BOSTON METROPOLITAN AREA AND EASTERN MASSACHUSETTS BUT ALSO DRAWS PATIENTS NATIONALLY AND INTERNATIONALLY. THESE INDIVIDUALS INCLUDE: PATIENTS REFERRED FOR TREATMENT COMPARABLE TO WHAT IS AVAILABLE AT OTHER PSYCHIATRIC FACILITIES OR FOR TREATMENT IN SEVERAL SPECIALIZED AREAS; PATIENTS WHO NEED MORE SOPHISTICATED PSYCHOPHARMACOLOGICAL AND PSYCHOLOGICAL DIAGNOSIS AND TREATMENT THAN IS AVAILABLE IN OTHER FACILITIES; PATIENTS WITH CONCURRENT SUBSTANCE ABUSE OR DEVELOPMENTAL DISABILITIES; PATIENTS WITH PSYCHIATRIC DISORDERS REQUIRING SUSTAINED MANAGEMENT AND TREATMENT; AND PATIENTS WITH PSYCHIATRIC DISORDERS COMBINED WITH OTHER MEDICAL DISORDERS. MCLEAN'S REFERRAL SOURCES INCLUDE OTHER PARTNERS HEALTHCARE FACILITIES; OTHER HOSPITALS, INCLUDING OTHER PSYCHIATRIC HOSPITALS; MCLEAN AND COMMUNITY CLINICIANS, INCLUDING PRIMARY CARE PHYSICIANS; NURSING HOMES; AND A WIDE ARRAY OF COMMUNITY MENTAL HEALTH SERVICE AGENCIES. FOR EACH OF THE LAST 18 YEARS, MCLEAN HAS RECEIVED MORE NIH RESEARCH FUNDING THAN ANY PRIVATE PSYCHIATRIC HOSPITAL IN THE COUNTRY. MCLEAN'S RESEARCH FOCUS IS ON BASIC BENCHTOP, PRECLINICAL, TRANSLATIONAL AND CLINICAL NEUROSCIENCE. TECHNOLOGY AVAILABLE TO SUPPORT RESEARCH INCLUDES A TRANSGENIC FACILITY AND A CONTINUUM OF MRI CAPABILITIES. ALL OF MCLEAN'S ACTIVE STAFF PHYSICIANS AND PSYCHOLOGISTS HOLD HARVARD MEDICAL SCHOOL APPOINTMENTS. MCLEAN, IN CONJUNCTION WITH THE GENERAL, OPERATES TRAINING PROGRAMS FOR RESIDENTS IN ADULT, CHILD AND ADOLESCENT PSYCHIATRY. IN ADDITION, MCLEAN OFFERS PROGRAMS FOR PREDOCTORAL AND POSTDOCTORAL STUDENTS IN PSYCHOLOGY AND FOR FELLOWS IN GERIATRIC PSYCHIATRY, SUBSTANCE ABUSE TREATMENT AND NEUROLOGY AND NEUROPSYCHOLOGY. MCLEAN OFFERS A NUMBER OF ADDITIONAL PROGRAMS, BOTH ON AND OFF CAMPUS. ON THE MAIN BELMONT CAMPUS MCLEAN OPERATES A FULLY ACCREDITED HIGH SCHOOL, THE ARLINGTON SCHOOL, FOR STUDENTS WITH PSYCHOLOGICAL DISORDERS WHO CANNOT BE TAUGHT IN TRADITIONAL SETTINGS, AS WELL AS THE PATHWAYS ACADEMY, WHICH OFFERS SPECIALIZED SERVICES FOR CHILDREN AND ADOLESCENTS WITH NEURO-INTEGRATIVE DISABILITIES SUCH AS AUTISM, ASPERGER'S DISORDER AND NONVERBAL LEARNING DISABILITIES. BOTH SCHOOLS HAVE BEEN APPROVED BY THE MASSACHUSETTS DEPARTMENT OF EDUCATION FOR SPECIAL EDUCATION FUNDING. MCLEAN ALSO MANAGES THE INPATIENT, AND PARTIAL HOSPITAL SERVICES FOR CHILDREN AND ADOLESCENTS AT FRANCISCAN CHILDREN'S HOSPITAL IN BRIGHTON. PARTNERS HEALTHCARE PROVIDES CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE COST OF PROVIDING THAT CARE IS REFLECTED IN THE STATEMENTS OF OPERATIONS. FOR CHARITY CARE, MEDICAID AND MEDICARE, THE TOTAL ESTIMATED COST OF SERVICES PROVIDED BY PARTNERS HEALTHCARE EXCEEDED THE NET REIMBURSEMENT RECEIVED UNDER THESE PROGRAMS BY $1,335.5 MILLION IN 2016.
FORM 990, PART III - PROGRAM SERVICE (ATTACHEMENT 2) RESEARCH: THE CONDUCT OF BIOMEDICAL RESEARCH CONSTITUTES ONE OF PARTNERS HEALTHCARE'S CORE MISSIONS AND ACTIVITIES. IT INCLUDES FUNDAMENTAL BENCH RESEARCH IN ALL OF THE LIFE SCIENCES DISCIPLINES, PATIENT-CENTERED RESEARCH WITHIN THE INPATIENT AND OUTPATIENT SERVICES OF PARTNERS HEALTHCARE HOSPITALS, CLINICAL TRIALS OF NEW DRUGS AND DEVICES, HEALTH SERVICES AND EPIDEMIOLOGICAL RESEARCH. EACH PARTNERS HEALTHCARE AFFILIATE WITH MAJOR RESEARCH OPERATIONS - THE GENERAL, BWH, SPAULDING BOSTON AND MCLEAN - ACTS AS A SEPARATE RESEARCH GRANT RECIPIENT. HOWEVER, PHS COORDINATES SYSTEM-WIDE RESEARCH ACTIVITIES. PARTNERS HEALTHCARE HAS DEVELOPED THE INFRASTRUCTURE TO SUPPORT ITS COMMITMENT TO CLINICAL RESEARCH. THE PARTNERS HEALTHCARE CLINICAL RESEARCH OFFICE DEVELOPS, NEGOTIATES AND EXECUTES CLINICAL RESEARCH AGREEMENTS AND ASSOCIATED BUDGETS BETWEEN PARTNERS HEALTHCARE HOSPITALS AND OUTSIDE PARTIES, INCLUDING PHARMACEUTICAL AND BIOTECHNOLOGY COMPANIES, AND ASSISTS THE HOSPITALS IN THE PREPARATION OF CLINICAL TRIAL BILLING AND MEDICARE COVERAGE ANALYSES. PHS ALSO SEEKS SYNERGIES IN OBTAINING FUNDING AND IN THE CONDUCT OF RESEARCH ACROSS THE SYSTEM, INCLUDING PCHI AND OTHER AFFILIATES. PARTNERS HEALTHCARE ALSO PROVIDES A SYSTEM-WIDE APPROACH TO CREATING AND FACILITATING AFFILIATIONS WITH PHARMACEUTICAL AND BIOTECHNOLOGY COMPANIES. PARTNERS HEALTHCARE HAS THE LARGEST NON-UNIVERSITY-BASED, NON-PROFIT PRIVATE MEDICAL RESEARCH ENTERPRISE IN THE UNITED STATES. MOST OF THE RESEARCH WAS FUNDED BY NIH AND OTHER FEDERAL AGENCIES. OTHER FEDERAL AGENCIES THAT PROVIDE RESEARCH FUNDING TO PARTNERS HEALTHCARE INCLUDE THE U.S. DEPARTMENT OF DEFENSE WHICH HAS PROVIDED FUNDING OVER THE LAST 14 YEARS TO SUPPORT THE CENTER FOR INTEGRATION OF MEDICINE & INNOVATIVE TECHNOLOGY, A CONSORTIUM OF BWH, THE GENERAL, THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY, DRAPER LABORATORY AND BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), INCLUDING APPROXIMATELY $5 MILLION PER YEAR IN FUNDING OVER THE LAST FIVE YEARS. PARTNERS HEALTHCARE CONTINUES TO COLLABORATE WITH HARVARD UNIVERSITY, WHICH ESTABLISHED THE HARVARD CATALYST, AN NIH FUNDED ENTERPRISE DEDICATED TO IMPROVING HUMAN HEALTH THAT INCLUDES OTHER HARVARD MEDICAL SCHOOL AFFILIATED EDUCATIONAL AND HEALTHCARE CENTERS IN THE BOSTON AREA. HARVARD CATALYST WAS INITIALLY FUNDED IN 2008 AND IN 2013 WAS AWARDED A $121 MILLION FIVE YEAR GRANT FROM NIH. PARTNERS HEALTHCARE ALSO SUPPORTS VARIOUS RESEARCH PROGRAMS TO FACILITATE THE TRANSLATION OF MEDICAL ADVANCES TO ITS PATIENTS. PARTNERS PERSONALIZED MEDICINE (PPM) WAS ESTABLISHED BY HARVARD MEDICAL SCHOOL AND PARTNERS HEALTHCARE IN 2001 TO REALIZE THE PROMISE OF GENETICS AND GENOMICS IN RESEARCH AND IN MEDICAL PRACTICE. ONE OF THE GOALS OF PPM IS TO TRANSLATE THE KNOWLEDGE GAINED FROM GENETICS AND GENOMICS, IN PARTICULAR TO APPLY SUCH KNOWLEDGE SO THAT GENETIC AND GENOMIC TESTING BECOMES AN INTEGRAL PART OF DIAGNOSIS, PROGNOSIS AND TREATMENT OF DISEASE AND OF THE DETERMINATION OF THE APPROPRIATE DRUGS FOR INDIVIDUAL PATIENTS SERVED BY THE PARTNERS HEALTHCARE INSTITUTIONS. PPM WORKS WITH PARTNERS HEALTHCARE AFFILIATES TO DEMONSTRATE HOW GENETIC KNOWLEDGE CAN BE USED BY PHYSICIANS IN MAKING CLINICAL DECISIONS. IN 2013, THE LABORATORY FOR MOLECULAR MEDICINE, A PART OF PPM, LAUNCHED A CLINICAL GENOME SEQUENCING SERVICE INCORPORATING THE POWER OF GENOME SEQUENCING WITH RIGOROUS CLINICAL INTERPRETATION OF SEQUENCE INFORMATION. THE LABORATORY FOR MOLECULAR MEDICINE WAS SELECTED BY NIH AS ONE OF TWO DESIGNATED CENTERS TO SERVE AS A CENTRAL SEQUENCING AND GENOTYPING FACILITY. THE IMPLEMENTATION OF PARTNERS ECARE IS ENABLING TARGETED RESEARCH OPPORTUNITIES TO BE INTEGRATED AT THE POINT-OF-CARE USING TOOLS BUILT BY PARTNERS HEALTHCARE. THE PARTNERS RESEARCH PATIENT PORTAL IS A COMPREHENSIVE, LEADING-EDGE PATIENT RESEARCH ENGAGEMENT SOLUTION THAT AIMS TO CONNECT PATIENTS WITH RESEARCH BASED ON PHENOTYPIC CHARACTERISTICS, INCREASE TRANSPARENCY IN HOW PATIENTS REVIEW AND SEARCH FOR RESEARCH STUDIES, PROVIDE OPPORTUNITIES FOR PATIENTS AND RESEARCHERS TO ENGAGE AT DIFFERENT LEVELS OF PARTICIPATION, AND FACILITATE RESEARCH-BASED ELECTRONIC DATA COLLECTION. THE PARTNERS HEALTHCARE BIOBANK IS A REPOSITORY OF THOUSANDS OF CONSENTED PARTNERS HEALTHCARE PATIENT SAMPLES LINKED TO THE ELECTRONIC MEDICAL RECORD WHICH ARE USED IN RESEARCH TO BETTER UNDERSTAND, PREVENT, AND TREAT MANY DIFFERENT DISEASES. PARTNERS HEALTHCARE RESEARCH COMPUTING OVERSEES THE DEVELOPMENT AND IMPLEMENTATION OF INFORMATICS BASED TOOLS FOR ITS RESEARCH COMMUNITY. IN 2013, IT LAUNCHED THE PARTNERS BIG DATA COMMONS, WHICH INCLUDES PHENOTYPING TO LEVERAGE PARTNERS HEALTHCARE'S ELECTRONIC MEDICAL RECORD IN CONJUNCTION WITH ALREADY DEVELOPED RESEARCH REGISTRY TOOLS TO COMBINE KNOWLEDGE FROM MANY DIFFERENT DATA SOURCES TO BETTER UNDERSTAND PATIENT OUTCOMES AND TREATMENT RESPONSES. IN 2014, BWH, TOGETHER WITH THE GENERAL AND HARVARD MEDICAL SCHOOL, WAS AWARDED A SEVEN YEAR $15 MILLION NIH GRANT AS ONE OF THREE NIH CENTERS FOR ACCELERATED INNOVATION WITH MATCHING INSTITUTIONAL, COMMERCIAL AND OTHER FEDERAL FUNDS TO ESTABLISH THE BOSTON BIOMEDICAL INNOVATION CENTER (B-BIC). B-BIC WAS DESIGNED TO PARTNER WITH INDUSTRY TO ACCELERATE THE DEVELOPMENT OF DIAGNOSTIC PRODUCTS IN THE AREAS OF CARDIAC, PULMONARY, SLEEP AND HEMATOLOGIC DISEASES. PARTNERS HEALTHCARE WAS ALSO AWARDED TWO GRANTS TOTALING $12 MILLION IN COLLABORATION WITH THE NIH ELECTRONIC MEDICAL RECORDS AND GENOMICS NETWORK (EMERGE). THE PRIMARY GOAL OF THE EMERGE NETWORK IS TO DEVELOP, DISSEMINATE, AND APPLY APPROACHES TO RESEARCH THAT COMBINE DNA BIOREPOSITORIES WITH THE ELECTRONIC MEDICAL RECORD SYSTEM FOR LARGE-SCALE, HIGH-THROUGHPUT GENETIC RESEARCH. PHS WILL LEVERAGE ITS INVESTMENT IN PARTNERS ECARE AND THE BIOBANK TO IDENTIFY RARE AND COMMON GENE VARIANTS AND EXAMINE HOW THOSE VARIANTS RELATE TO DISEASE RISKS AND TREATMENT EFFECTS. PARTNERS HEALTHCARE HAS ALSO BEEN INVOLVED IN FORMULATING THE PRESIDENT'S PRECISION MEDICINE INITIATIVE, PMI A NATIONAL RESEARCH EFFORT ESTABLISHED IN 2015 TO REVOLUTIONIZE HEALTH CARE AND THE TREATMENT OF DISEASE. THE INITIATIVE AIMS TO GIVE MEDICAL PROFESSIONALS THE RESOURCES THEY NEED TO TARGET SPECIFIC TREATMENTS FOR ILLNESSES AND FURTHER DEVELOP SCIENTIFIC AND MEDICAL RESEARCH, TAKING INTO ACCOUNT INDIVIDUAL DIFFERENCES IN PEOPLE'S GENES, ENVIRONMENTS AND LIFESTYLES.
FORM 990, PART III - PROGRAM SERVICE (ATTACHEMENT 3) TEACHING: THE PARTNERS HEALTHCARE HOSPITALS HAVE A LONG TRADITION OF EDUCATING PHYSICIANS, OTHER HEALTHCARE PROFESSIONALS AND BIOMEDICAL SCIENTISTS. APPROXIMATELY 2,200 RESIDENTS AND CINICAL FELLOWS IN OVER 280 PROGRAMS IN NEARLY ALL SPECIALTIES AND SUBSPECIALTIES OF MEDICINE ARE APPOINTED TO THE HOSPITALS EACH YEAR. MOST OF THESE ARE BASED AT BWH AND/OR THE GENERAL, BUT NWH, NSMC AND SPAULDING BOSTON ALSO SPONSOR GRADUATE MEDICAL EDUCATION PROGRAMS. A NUMBER OF TRAINING PROGRAMS ARE INTEGRATED ACROSS TWO OR MORE PARTNERS HEALTHCARE HOSPITALS, AND SEVERAL INVOLVE AFFILIATIONS WITH OTHER HARVARD MEDICAL SCHOOL OR TUSM TEACHING HOSPITALS. GRADUATE MEDICAL EDUCATION AT PARTNERS HEALTHCARE UTILIZES BOTH INPATIENT AND AMBULATORY SETTINGS; THE PARTNERS HEALTHCARE AFFILIATED COMMUNITY HEALTH CENTERS PLAY AN IMPORTANT ROLE IN TRAINING HEALTHCARE PROFESSIONALS AT PARTNERS HEALTHCARE. BWH AND THE GENERAL ARE MAJOR TEACHING AFFILIATES OF HARVARD MEDICAL SCHOOL AND THE HARVARD SCHOOL OF DENTAL MEDICINE. MOST OF THE ACTIVE CLINICAL AND RESEARCH STAFF OF BWH AND THE GENERAL HOLD HARVARD MEDICAL SCHOOL APPOINTMENTS AND ACTIVELY PARTICIPATE IN BOTH THE CLINICAL AND PRE-CLINICAL TRAINING OF MEDICAL STUDENTS. MCLEAN AND SPAULDING BOSTON ARE PRINCIPAL CLINICAL TEACHING SITES FOR HARVARD MEDICAL SCHOOL STUDENTS IN PSYCHIATRY AND PHYSIATRY, RESPECTIVELY. BWFH, NWH AND NSMC ARE TEACHING AFFILIATES OF TUSM AND ALSO SERVE AS TRAINING SITES FOR RESIDENCY PROGRAMS FROM BWH AND THE GENERAL. NWH IS ALSO A TRAINING SITE FOR A TUFTS MEDICAL CENTER RESIDENCY PROGRAM AND MANY MEMBERS OF NWH'S MEDICAL STAFF AND THE CHIEFS OF ITS CLINICAL DEPARTMENTS HOLD TUSM FACULTY APPOINTMENTS. IN ADDITION, THE GENERAL SPONSORS PROGRAMS IN PODIATRY AND PSYCHOLOGY; MCLEAN SPONSORS PROGRAMS IN PSYCHOLOGY; BWH AND THE GENERAL PROVIDE TRAINING IN GENERAL DENTISTRY; AND BWH AND THE GENERAL EACH OFFER INTERNSHIPS IN DIETETICS AND HOSPITAL ADMINISTRATION FELLOWSHIPS. COMPLEMENTING THE DIVERSITY OF CLINICAL TRAINING, THERE ARE APPROXIMATELY 2,000 RESEARCH FELLOWS AT BWH AND THE GENERAL, WITH SOME ADDITIONAL FELLOWS AT THE OTHER INSTITUTIONS. THESE PH.D. OR M.D./PH.D. SCIENTISTS PARTICIPATE IN MENTORED RESEARCH EXPERIENCES. MANY ALSO TAKE PART IN ONE OF THE DIDACTIC PROGRAMS AIMED AT BASIC, TRANSLATIONAL, OR CLINICAL AND OUTCOMES RESEARCH THAT ARE OFFERED WITHIN THE PARTNERS HEALTHCARE SYSTEM.
FORM 990, PART VI, SECTION A, LINE 1 THE FOLLOWING ENTITIES HAVE A DIFFERENCE IN VOTING RIGHTS: - BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC. - NANTUCKET COTTAGE HOSPITAL THE FOLLOWING ENTITIES ALSO HAVE AN EXECUTIVE COMMITTEE: - BRIGHAM & WOMEN'S HEALTH CARE, INC. - THE BRIGHAM AND WOMEN'S HOSPITAL, INC. - BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC. - BRIGHAM & WOMEN'S FAULKNER HOSPITAL, INC. - THE SPAULDING REHABILITATION HOSPITAL CORPORATION - PARTNERS HOME CARE, INC. - FRC, INC. - PARTNERS HOSPICE, INC. - SPAULDING HOSPITAL - CAMBRIDGE, INC. - PARTNERS CONTINUING CARE, INC. - REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION - SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL, INC. - NANTUCKET COTTAGE HOSPITAL - MARTHA'S VINEYARD HOSPITAL, INC. IN GENERAL, THE EXECUTIVE COMMITTEES HAVE ALL OF THE RESPONSIBILITIES AND AUTHORITY OF THE TRUSTEES BETWEEN MEETINGS OF THE TRUSTEES EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF MASSACHUSETTS GENERAL LAWS, CHAPTER 156B.
FORM 990, PART VI, SECTION A, LINE 2 SCOTT SPERLING & MARK CASPER - BUSINESS RELATIONSHIP PETER MARKELL & DAVID F. TORCHIANA - BUSINESS RELATIONSHIP PETER MARKELL & WILLIAM COWAN - BUSINESS RELATIONSHIP JOHN DEUTCH & ARTHUR L. GOLDSTEIN - BUSINESS RELATIONSHIP JOHN DEUTCH & RONALD L. SKATES - BUSINESS RELATIONSHIP RICHARD HOLBROOK & TERRENCE MCGINNIS & RICHARD C. BANE & J. BRIAN MCCARTHY - BUSINESS RELATIONSHIP RICHARD HOLBROOK & J. BRIAN MCCARTHY & TERRENCE MCGINNIS & CHARLES F. DESMOND & JEFFREY SHRIBMAN - BUSINESS RELATIONSHIP JEFFREY SHRIBMAN & ANTHORNY A. KLEIN - BUSINESS RELATIONSHIP ANTHONY KLEIN & KEVIN BOTTOMLEY - BUSINESS RELATIONSHIP STANLEY J. LUKOWSKI & WENDELL J. KNOX - BUSINESS RELATIONSHIP BRUCE DANZINGER & ROBERT A. DANZIGER - FAMILY RELATIONSHIP PAULA NESS SPEERS & MARY SHAUHGNESSY - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 6 PARTNERS HEALTHCARE SYSTEM, INC., A MASSACHUSETTS NONPROFIT CORPORATION, IS EITHER DIRECTLY OR INDIRECTLY THE SOLE MEMBER OF ALL THE SUBORDINATES INCLUDED IN THE PARTNERS HEALTHCARE SYSTEM, INC. GROUP RETURN EXCEPT FOR THE FOLLOWING SUBORDINATES (WHICH DO NOT HAVE MEMBERS): BRIGHAM MEDICAL RESEARCH & EDUCATION FOUNDATION, BRIGHAM PATHOLOGY RESEARCH & EDUCATION FOUNDATION, BRIGHAM & WOMEN'S OBSTETRICS AND GYNECOLOGY RESEARCH & EDUCATION FOUNDATION, INC.
FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF EACH ORGANIZATION HAS AUTHORITIES AS SPECIFICALLY ENUMERATED IN EACH ORGANIZATION'S CORPORATE BY-LAWS. THESE AUTHORITIES VARY WIDELY BETWEEN EACH ORGANIZATION. A FEW EXAMPLES OF THE TYPE OF AUTHORITIES GRANTED BY MANY, BUT NOT NECESSARILY ALL, CORPORATE BY-LAWS INCLUDE: - APPOINT A FIRM OF PUBLIC ACCOUNTANTS ANNUALLY TO CONDUCT AN INDEPENDENT AUDIT OF THE CORPORATION'S FINANCIAL AFFAIRS DURING THE FISCAL YEAR LAST ENDED; - REVIEW AND APPROVE ALL PROPOSED CAPITAL AND OPERATING BUDGETS OF THE CORPORATION AND ALL PROPOSED TRANSACTIONS BY THE CORPORATION WHICH INVOLVE AN EXPENDITURE IN EXCESS OF $2,000,000, WHEN SUCH EXPENDITURE HAS NOT BEEN INCLUDED IN A BUDGET PREVIOUSLY APPROVED BY THE MEMBER; - REVIEW AND APPROVE EACH TRANSACTION PROPOSED BY THE CORPORATION WHICH WOULD INVOLVE THE CORPORATION INCURRING DEBT THROUGH LENDER FINANCING; - THE MEMBER MAY ADOPT, AMEND OR REPEAL ANY BYLAW, INCLUDING ANY BYLAWS ADOPTED BY THE TRUSTEES. - THE MEMBER MAY ELECT THE OFFICERS AND TRUSTEES OF THE CORPORATION. - THE MEMBER OR THE TRUSTEES, EACH BY MAJORITY VOTE OF THEIR NUMBER THEN IN OFFICE, MAY SUSPEND OR REMOVE FOR CAUSE ANY TRUSTEE. - THE MEMBER SHALL ENACT, AND FROM TIME TO TIME MAY AMEND A CODE OF CONDUCT AND A POLICY ON CONFLICTS OF INTEREST. PURSUANT TO THE LAWS OF MASSACHUSETTS, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBER OF THE ORGANIZATION: A. AMEND OR RESTATE THE ARTICLES OF ORGANIZATION B. CONSOLIDATION OR MERGER C. SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATIONS PROPERTY OR ASSETS.
FORM 990, PART VI, SECTION A, LINE 7B EXPLANATION IS INCLUDED IN LINE 7A
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED AND REVIEWED BY THE PARTNERS HEALTHCARE SYSTEM, INC. (PHS) TAX DEPARTMENT. CERTAIN KEY SECTIONS WERE ALSO REVIEWED BY THE PHS EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CFO AND TREASURER AND BY THE PHS GENERAL COUNSEL. THE EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CFO AND TREASURER REVIEWED AND SIGNED THE FORM 990. THE COMPENSATION DISCLOSURES WERE PRESENTED TO AND DISCUSSED WITH THE PHS COMPENSATION COMMITTEE AT THE MAY 2, 2017 MEETING. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MAY 4, 2017 MEETING OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE PHS BOARD OF DIRECTORS. THE FINAL FILING VERSION OF THE FORM 990 WAS PROVIDED TO CERTAIN VOTING BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C FOR PURPOSES OF ITS ANNUAL TAX FILING, PARTNERS HEALTHCARE HAS AN ANNUAL QUESTIONNAIRE PROCESS FOR OBTAINING INFORMATION ON INTERESTS THAT MAY GIVE RISE TO CONFLICTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. IN ADDITION, IN CONNECTION WITH PARTNERS' CONFLICT OF INTEREST POLICY, THE PARTNERS OFFICE FOR INTERACTIONS WITH INDUSTRY AND OFFICE OF GENERAL COUNSEL WORK TOGETHER TO PERIODICALLY DISTRIBUTE, COLLECT AND REVIEW DISCLOSURE STATEMENTS FROM THESE INDIVIDUALS. THE INFORMATION ON EACH SUCH DISCLOSURE IS REVIEWED BY EACH INDIVIDUAL'S SUPERVISOR (WHO IN THE CASE OF DIRECTORS AND TRUSTEES IS DEEMED TO CONSIST OF THE CHAIRMAN OF THE BOARD AND THE ENTITY'S PRESIDENT/CEO, WHO REVIEW THE DISCLOSURES WITH THE ASSISTANCE OF THE GENERAL COUNSEL OR ATTORNEY REPRESENTATIVES OF HIS OFFICE). IN ADDITION, UNDER THE PARTNERS CONFLICT OF INTEREST POLICY, ANY TIME AN OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE IS AWARE OF A TRANSACTION IN WHICH HIS/HER INTEREST MAY CREATE A CONFLICT, HE/SHE IS REQUIRED TO PROVIDE FULL DISCLOSURE OF THE INTEREST, AND MAY NOT BE INVOLVED IN THE INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. IN ADDITION, WITH RESPECT TO SUCH TRANSACTIONS, IN APPROPRIATE CIRCUMSTANCES, (I) THE CORPORATION MUST CONSIDER AT LEAST TWO ALTERNATIVE DISINTERESTED COMPETITIVE PROPOSALS; OR MUST DETERMINE THAT TWO SUCH COMPETITIVE PROPOSALS DO NOT EXIST OR THAT IT WOULD BE IMPRACTICAL TO ELICIT OR CONSIDER SUCH COMPETITIVE PROPOSALS; AND (II) THE CORPORATION MUST DETERMINE THAT, NOTWITHSTANDING THE APPARENT CONFLICT, THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE BEST INTERESTS OF THE CORPORATION. A WRITTEN RECORD MUST BE MADE OF THESE DETERMINATIONS. FURTHERMORE, TRANSACTIONS THAT PRESENT PARTICULARLY SIGNIFICANT CONFLICTS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF THE PARTNERS BOARD FOR APPROPRIATE ACTION, WHICH REVIEW IS ALSO DOCUMENTED.
FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR OFFICERS (EXCEPT SECRETARIES) AND MOST KEY EMPLOYEES. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH THE MASSACHUSETTS SECRETARY OF STATE AND THE FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL, ALL OF WHICH ARE OPEN TO PUBLIC INSPECTION. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART VII : TITLE KEY: TRUSTEE - T OFFICER - O KEY EMPLOYEE - K FORMER - F
FORM 990, PART VII CONTINUE: JOSHUA L. ABRAMS, ESQ. : O - HOS JOAN M. ARCHER : T & O - NWCF THOMAS H. ARETZ, M.D. : F (K) - PMI SARAH ARNHOLZ, ESQ. : O - MGPO MAUREEN BANKS : T - HSC; O - FRC, RHCI, SHC, SKRH; K - PCC SUSAN M. BEAUSOLIEL : F (K) - PHC JANIS P. BELLACK, PH.D., R.N., FAAN : T & O - IHP, T - PMI SALLY MASON BOEMER : T & O - NSPG, O - GHC, MGH, NSMC, NSMC HC ARTHUR J. BOWES : K - NSMC MELISSA P. BRENNAN, ESQ. : O - PCC, SRH, SHC, RHCI, SKRH, FRC, PHC EFFIE J. CHAN, ESQ. : O - BWPO JULIE C. CHATTOPADHYAY, ESQ. : O - NWH,NWHC,NWAS MAUREEN N. CHESLEY : F (K) - PHC DAVID P. CONNOLLY : O - PCPO PAUL G. CUSHING, ESQ. : O - NSMC, NSMC HC, NSPG KEREN DIAMOND : K - PHC JEFFREY PAUL DION : O- NWH, NWHC, NWCF; T & O- NWAS; T - NWCC DEBORAH C. ENOS : T- BWFH; BWHC, BWH, F (O) - NHP, CMA MARY JO GAGNON : K - NSMC GARY W. GARBERG : F (K) - PHC TERRY J. GARFINKLE, M.D. : T - PCPO DANIEL J. GROSS : F (O) - NWAS, NWCC, NWCF, NWH, NWHC GERARD F. HADLEY : T & O - NWCC BRENT L. HENRY, ESQ. : T - MVH, WNR JOHN R. HIGHAM, ESQ. : O - GHC, MGH STEVEN E. KAPFHAMMER : T & O - NSPG KATHERINE M. KNEELAND, ESQ. : O - HSC NIDHI KUMAR, ESQ. : O - PMI PMI OFF 12/31/2015 DAVID A. LAGASSE : O - MCLEAN & MCHC PETER K. MARKELL :T & O - HSC, PMI; T - MCLEAN, MCHC; O - BWFH, BWHC, BWH, BCP, BRF, BWHR, GHC, MGH, NHP, PHS, BCP ON 10/28/2015 MAURY E. MCGOUGH, M.D. : T - NSMC, NSMC HC, NSPG, PHS, PCPO ELLEN MOLONEY : O- NWH, NWHC, NWAS, NWCF NWH, NWHC, NWAS 12/01/2015 GILBERT H. MUDGE, JR., M.D. : O - PMI ELIZABETH G. NABEL, M.D. : T & O - BRF, BWFH; BWHC, BWH, BWHR, T - BWPO ROBERT G. NORTON : T & O - NSMC & NSMC HC SCOTT L. RAUCH, M.D. : T & O - MCLEAN, MCHC ANDREA G. RE : O - PCPO MICHAEL L. RENEY : T & O BCP, BRF, BWHR; T - ANES, RAD; O - BWH, BWHC BWHC, BWH, BCP OFF 10/15/2016 ROXANNE C. RUPPEL : T - NSPG, K - NSMC LESLIE G. SELBOVITZ, M.D. : F (K) - NWH MARY E. SHAUGHNESSY : O - FRC, HOS, HSC, PCC, PHC, RHCI, SHC, SKRH & SRH PETER L. SLAVIN, M.D., M.B.A : T & O - MGH, GHC; T - MGPO, CDH, CDHCC, VHCD REYNOLD G. SPADONI : O - PHC LYNN MALLOY STOFER : O - PCPO DAVID E. STORTO : T - FRC, HSC, RHCI, SHC, SKRH; T & O - HOS, PHC, PCC, SRH; O BCP ON 10/28/2015 TRACY A. SYKES, ESQ. : O -BCP, BRF ELIZABETH S. TAYLOR : T & O - NWCC NWCC ON 09/01/2015 BEATRICE THIBEDEAU : F (K) - NSMC DAVID F. TORCHIANA, M.D. : T&O - PHS; T - PCPO, PMI KERRY R. WATSON : T - NWCF; T & O - NWH, NWHC NWH, NWHC, NWCF OFF 11/30/2015 DALE ADLER, M.D. : T - BWPO PAUL ANDERSON, M.D., PH.D. : K - BWH KATRINA ARMSTRONG, M.D., M.S.C.E : K - GHC STANLEY W. ASHLEY, M.D. : T - BWPO & MED, IHP DENNIS AUSIELLO, M.D. : F (K) - GHC WILLIAM G. AUSTEN, JR., M.D. : N/A ROBERT L. BARBIERI,M.D. : T & O - OBGYN, T - BWPO OBGYN OFF 09/30/2016 KATHERINE BECHTOLD, MHA, BSN, RN : K - CDH JOAN MARIE BENGTSON, M.D. : T - BWPO BARBARA E. BIERER, M.D. : F (K) - BWH CHRISTINE A. BLASKI, M.D. : T - NSPG MICHAEL L. BLUTE, SR., M.D. : T - CDH, CDHCC, VHCD, CDPA GILES W. BOLAND, M.D. : T - BWPO STEVEN D. BROWELL, M.D. : F (K) - NSPG DAVID F. BROWN, M.D. : T - CDH, CDHCC, VHCD DEBRA A. BURKE, MSN, MBA, RN : T - GHC DAVID J. BURKE : O - NCH & NPO BRUCE A. CHABNER, M.D. : T - NCH ALAIN A. CHAOUI, M.D. : T - NSMC, NSMC HC ENNIO A. CHIOCCA, M.D., PH.D. : T - BWPO KENNETH CHISHOLM : K - MVH LAWRENCE H. COHN, M.D. : 0 CHRISTOPHER M. COLEY, M.D. : T - MGPO AMY CASEY CONNOLLY : O - OBGYN OBGYN OFF 09/30/2016 R. F. CONWAY, MD : T - CDH, CDHCC, VHCD THOMAS P. CUNNINGHAM, III : T - NWH, NWHC RICHARD L. CURTIS, M.D. : T - NWCF ERNESTO DASILVA, M.D. : T - NSPG JAMES L. DEMETROULAKOS, M.D : T - NSMC, NSMC HC SUSAN DEMPSEY : K - BWFH MARY BETH DIFILIPPO : F (K) - SKRH TERENCE P. DOORLY, M.D. : T - NSPG PETER M. DOUBILET, M.D.,PH.D. : T - BWPO MARGARET M. DUGGAN, M.D. : K - BWFH BRANDON E. EARP, M.D. : T - BWFH, BWH, BWHC JAMES ELLISON, M.D. : F (K) - MCLEAN CARLOS FERNANDEZ-DEL CASTILLO, M.D. : T- MGPO LINDA M. FLAHERTY, R.N., P.C.N.S. : K - MCLEAN LAWRENCE S. FRIEDMAN, M.D. : T - NWH, NWHC JOSEPH P. FROLKIS, M.D., PH.D. : T - BWPO JOANNE M. FUCILE : K - SHC LINA GILLIES : T - NPO KEVIN T. GIORDANO : O - MED DAVID F. GITLIN, M.D. : T - BWPO JOSEPH GOLD, M.D. : K - MCLEAN JEFFREY A. GOLDEN, M.D. : T - BWPO, PATH, O - PATH MICHELE L. GOUGEON, M.SC. : O - MCLEAN, MCHC PETER T. GREENSPAN, M.D. : T - MGPO MICHAEL L. GUSTAFSON, M.D., M.B.A. : T & O - BWFH DAPHNE ADELE HAAS-KOGAN,M.D. : T - BWPO ROBERT HANDIN, M.D. : T - MED ALEXANDER A. HANNENBERG, M.D. : T - NWHCS, NWH MARGOT K. HARTMANN, M.D., PH.D. : O - NCH, NPO, T - NCHF JUDY HAYES : K - BWFH ANNEMARIE HEATH, CNM : T, CDPA JAMES L. HEFFERNAN : O - MGPO PAULA M. HEREAU : K - SRH TERRIE E. INDER, M.B.CH.B. : T - BWPO JEANETTE IVES ERICKSON, R.N., D.N.P. : T - IHP, K - GHC MICHAEL R. JAFF, D.O. : T - MVH, WNR ALAN ANTHONY JAMES : T - MVH, WNR, CDH, CDHCC, VHCD STEPHEN R. JENNEY : O - BWPO, T - OBGYN MARK D. JOHNSON, M.D., PH.D. : T - BWPO WILLIAM C. JOHNSTON : O - BWPO JAMES D. KANG, M.D. : T - BWPO PARDON R. KENNEY, M.D. : K - BWFH BARRETT KITCH, M.D. : T - NSPG RONALD E. KLEINMAN, M.D. : T - MGPO THOMAS S. KUPPER, M.D. : T - BWPO LAURIE LAMOUREUX : O - CDH LAUREN B. LELE : O - NWCC NWCC ON 09/01/2015 KEITH D. LILLEMOE, M.D. : K - GHC EDWARD LISTON-KRAFT, PH.D. : K - BWFH JAY LOEFFLER, M.D. : T - MGPO JOSEPH LOSCALZO, M.D., PH.D. : T & O - MED; T - BCP, BWFH, BWH, BWHC & BWPO EVERETT T. LYN, M.D. : T - NSPG THOMAS LYNCH JR., MD : T & O - MGPO, T - MGH, GHC JOANNE MARQUSEE : T & O - CDH, CDHCC, VHCD, CDPA NAVNEET MARWAHA, M.D. : T, CDPA NICHOLAS M. MASCOLI, III, M.D. : T-NWCF CRAIG MELIN : F (O) - CDH CHERYL MERRILL, R.N., M.S.N., N.E.A.-B.C. : K - NSMC RAYMOND R. MONTO, M.D. : T - NCH ELIZABETH A. MORT CALCAGNI, M.D., M.P.H. : T - CDH, CDHCC, VHCD CYNTHIA MORTON, PH.D. : T - OBGYN STUART B. MUSHLIN, M.D.,F.A.C.P. : T - PMI STEPHANIE N. NADOLNY : K - RHCI ALBERT NAMIAS, M.D. : T - NSPG BRITAIN W. NICHOLSON, M.D. : K - GHC MARK NOVOTNY, M.D. : F (K) - CDH EDWARD OLIVIER : O - MVH & WNR COURTNEY A. O'NEILL : T - NCHF DOST ONGUR, M.D., PH.D. : N/A HARRY W. ORF, PH.D. : F (K) - GHC TIMOTHY PARSONS, M.D. : T - CDPA SHEILA K. PARTRIDGE, M.D. : K - NWH GREGORY J. PAULY : T - NCH STEVEN B. PESTKA, M.D. : T - NWH, NWHC EDITH PETER : F (K) - CDH PIETER PIL, M.D. : T - MVH, WNR BOHDAN POMAHAC, M.D. : T-BWPO ANN L. PRESTIPINO : T - MVH, WNR ALLYSON L. PRESTON, M.D. : T - NSPG JAMES P. RATHMELL, M.D. : T - BWPO DAVID W. RATTNER, M.D. : T- MGH, GHC CHRISTINE REILLY : K - FRC MITCHELL S. REIN, M.D. : T - NSPG DAVID J. ROBERTS, M.D. : T - NSMC, NSMC HC, NSPG ALLAN H. ROPPER, M.D. : T - BWPO JERROLD F. ROSENBAUM, M.D. : T - GHC, MGH, PHS, PCPO HENRY W. ROSENBERG, M.D. : T - CDH, CDHCC, VHCD MITCHELL H. RUBENSTEIN, M.D. : T-BWPO MARC S. RUBIN, M.D. : T - NSMC, NSMC HC JEANNE M. RYAN : F (K) - VHCD A. KIM SAAL, M.D. : T - CDH, CDHCC, VHCD, K-CDPA MARTIN A. SAMUELS, M.D. : T - BWPO JOAN A. SAPIR : T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH JOHN SARRO : K - PCPO MARK A. SCHECHTER, M.D. : T - NSPG SCOTT L. SCHISSEL, M.D., PH.D. : K - BWFH FREDERICK J. SCHOEN, M.D., PH.D. : T & O - PATH, T - BWPO BWPO OFF 12/31/2015 ANTHONY J. SCIBELLI, MS, MBA : K - CDH ELLEN W. SEELY, M.D. : T - BWFH, BWH, BWHC STEVEN E. SELTZER, M.D. : T - BWPO A. ALAN SEMINE, M.D. : T - NWH, NWHC STANTON K. SHERNAN, M.D. : T - BWPO DAVID SILBERSWEIG, M.D. : T - BWPO ANEESH B. SINGHAL, M.D. : T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH ALLEN L. SMITH, M.D., M.S. : T & O - BCP & BWPO; T - PMI, NHP JONATHAN SNIDER, M.D. : T - NWCF JOHN W. STAKES, III, M.D. : T - NCH THORALF M. SUNDT, M.D. : T - MGPO KHALID SYED, M.D. : T - NSPG MICHAEL J. VANROOYEN, M.D. : T - BWPO MEREDITH A. WALLACE OLSON : O - OBGYN OBGYN OFF 09/30/2016 RON M. WALLS, M.D. : K - BWH TIMOTHY J. WALSH : T & O - MVH, WNR MVH, WNR, OFF05/16/2016 JON P. WARNER, M.D. : N/A ANDREW L. WARSHAW, M.D. : T - PMI, MVH, WNR PETER WEITZMAN, M.D. : T, CDPA ROBERT D. WELCH : K - PCC JOHN WRIGHT, M.D. : T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH JEFFREY R. ZACK, M.D. : K - MVH ROSS D. ZAFONTE, D.O. : T - PCC, RHCI, SHC, SKRH, SRH MICHAEL J. ZINNER, M.D. : T - BWFH, BWH, BWHC & BWPO MARC N. CASPER : T BWHC, BWH, BWFH TRUSTEE ANNE M. FINUCANE : T BWHC, BWFH, BWH, PHS, PCPO TRUSTEE JOHN F. FISH : T BWHC ON 07/01/2016 BWHC, BWH TRUSTEE ALBERT A. HOLMAN, III : T BWHC, BWFH, BWH, PHS, PCPO TRUSTEE KAREN T. KAPLAN : T BWHC ON 07/01/2016 BWHC, BWH, BWFH TRUSTEE STEVEN M. KAYE : T BWHC, BWH, BWFH TRUSTEE JOSHUA M. KRAFT : T BWHC, BWH, BWFH TRUSTEE JEFFREY M. LEIDEN, M.D., PH.D. : T BWHC, BWH, BWFH TRUSTEE MARK NUNNELLY : T BWHC, BWH, BWFH TRUSTEE ERIC D. SCHLAGER : T BWHC, BWH, BWFH TRUSTEE
FORM 990, PART VII CONTINUE: SCOTT SCHUSTER : T BWHC, BWH, BWPO, BWFH TRUSTEE SCOTT M. SPERLING : T BWHC, BWH, BWFH, BWHR, BRF, PHS, PCPO CHAIRMAN, JAMES D. TAICLET : T BWHC, BWH, BWFH TRUSTEE ALEXANDER L. THORNDIKE : T BWHC, BWH, BWFH GWILL YORK : T BWHC, BWH, BWFH, PHS, PCPO, PCC, SRH, RHCI, SKRH, FRC, SHC, PHCTRUSTEE PETER A. GRAPE : T HARBOR - CHECK FOR COMP FOR FY'17 BWPO TRUSTEE JOSEPH C. MCNAY : T BWPO TRUSTEE MICHAEL F. O'CONNELL, ESQ. : T BWPO TRUSTEE PATRICIA P. PETRAGLIA : T BWPO TRUSTEE J. DALE SHERRATT : T BWPO, PMI TRUSTEE WILLIAM M. COWAN : T PHS, PCPO ON 07/01/2016 MGH, GHC, PHS, PCPO TRUSTEE CHARLES K. GIFFORD : T MGH, GHC, PHS, PCPO, NCH TRUSTEE H. ROBERT HORVITZ, PH.D. : T MGH, GHC TRUSTEE JONATHAN A. KRAFT : T MGH, GHC TRUSTEE DAVID H. LONG : T ON 3/4/2016 MGH, GHC TRUSTEE CARL J. MARTIGNETTI : T MGH, GHC TRUSTEE CATHY E. MINEHAN : T MGH, MGPO, GHC, PHS, PCPO NITIN NOHRIA : T MGH, GHC TRUSTEE DIANE B. PATRICK, ESQ. : T ON7/15/2016 MGH, GHC TRUSTEE PHILLIP T. RAGON : T MGH, GHC TRUSTEE BARRY R. SLOANE : T MGH, GHC TRUSTEE HENRI A. TERMEER : T MGH, GHC, PHS, PCPO TRUSTEE DOROTHY A. TERRELL : T MGH OFF 7/15/2016 MGH, GHC, PHS, PCPO TRUSTEE STEPHEN G. WOODSUM : T OFF 7/15/2016 MGH, GHC TRUSTEE JOHN M. DEUTCH : T MGPO, PMI TRUSTEE ARTHUR L. GOLDSTEIN : T MGPO TRUSTEE RONALD E. KLEINMAN, M.D. : T MGPO TRUSTEE PAMELA D. A. REEVE : T MGPO TRUSTEE CARMICHAEL S. ROBERTS : T MGPO TRUSTEE RONALD L. SKATES : T MGPO TRUSTEE DAVID S. BARLOW : T MCLEAN, MHC CHAIRMAN JEANNE E. BLAKE : T MCLEAN, MHC TRUSTEE RONALD J. JACKSON : T ON 7/21/2016 MCLEAN, MHC TRUSTEE THOMAS P. GLYNN, PH.D. : T MCLEAN, MHC TRUSTEE RICHARD M. KELLEHER : T MCLEAN, MHC TRUSTEE STACEY LUCCHINO : T MCLEAN, MHC TRUSTEE ROBERT W. PIERCE, JR. : T MCLEAN, MHC TRUSTEE JENNIFER L. PORTER : T MCLEAN, MHC TRUSTEE AUGUSTE E. RIMPEL, JR., PH.D. : T MCLEAN, MHC TRUSTEE W. LLOYD SNYDER, III : T MCLEAN, MHC TRUSTEE CAROL A. VALLONE : T ON IHP 06/17/2016 MCLEAN, MHC, IHP TRUSTEE RICHARD C. BANE : T NSMC HC, NSMC TRUSTEE KEVIN BOTTOMLEY : T NSMC HC, NSMC TRUSTEE CHARLES F. DESMOND : T NSMC HC, NSMC TRUSTEE JOHN P. DRISLANE : T NSMC HC, NSMC TRUSTEE ARTHUR J. EPSTEIN : T NSMC HC, NSMC TRUSTEE JENNIFER COFER FLANAGAN : T NSMC HC, NSMC, NSPG TRUSTEE RICHARD E. HOLBROOK : T NSMC HC, NSMC, PHS, PCPO DAVID IVES : T NSMC HC, NSMC TRUSTEE ANTHONY A. KLEIN : T NSMC HC, NSMC TRUSTEE TERRENCE MCGINNIS : T NSMC HC, NSMC, NSPG MARY G. PUMA : T NSMC HC, NSMC TRUSTEE JEFFREY N. SHRIBMAN, ESQ. : T NSMC HC, NSMC TRUSTEE SHIRLEY L. SINGLETON : T NSMC HC, NSMC TRUSTEE GARY A. SPIESS, ESQ. : T NSMC HC, NSMC TRUSTEE TEDY L. BRUSCHI - OFF 06/30/2016 : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE EUGENE HOWARD CLAPP : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE PHILLIP L. CLAY, PH.D. - ON 05/24/2016 : T PCC ON 5/24/2016 PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE ANDRE' C. JASSE, ESQ. - OFF 03/23/2016 : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC OFF 03/23/2016 PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE WENDELL J. KNOX : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE BEN S. LEVITAN : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE STANLEY J. LUKOWSKI : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE CAROLINE ANN MERRIFIELD : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE BARRY MILLS : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE DANIEL G. JONES - ON 01/26/2016 : T PCC ON 01/26/2016 PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE MICHAEL MUEHE : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE RICHARD A. PENN - ON 10/27/2015 : T PCC ON 10/27/2015 PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE SCOTT A. SCHOEN (CHAIRMAN) : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC, PHS, PCPO TRUSTEE JOSIAH A. SPAULDING, JR. : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE PAULA NESS SPEERS : T PCC, SRH, RHCI, SKRH, FRC, SHC, PHC TRUSTEE BENAREE P. WILEY - ON 09/27/2016 : T PCC ON 09/27/2016 PCC TRUSTEE SUSAN J. HOCKFIELD, PH.D. - ON 11/24/2015 : T PHS, PCPO ON 11/24/2016 PHS, PCPO TRUSTEE JAY O. LIGHT - OFF 10/01/2015 : T PHS, PCPO OFF 10/01/2015 PHS, PCPO TRUSTEE EDWARD LAWRENCE : T PCPO TRUSTEE JOHN F. FISH - ON 07/01/2016 : T BWFH ON 07/01/2016 BWFH TRUSTEE MELISSA WEINER JANFAZA : T BWFH TRUSTEE CAROLYN A. BECKEDORFF : T NWH, NWHC TRUSTEE EDWARD B. BLOOM : T NWH, NWHC TRUSTEE DEBRA K. BREDE : T NWH, NWHC TRUSTEE EARL M. COLLIER, JR. : T NWH, NWHC, NWCF, NWAS, PHS, PCPO THOMAS P. CUNNINGHAM, III : T NWH OFF 06/01/2016 NWH, NWHC TRUSTEE LINDA DE RENZO, ESQ. : T NWH, NWHC TRUSTEE BRUCE H. FREEDMAN : T NWH, NWHC, NWCF TRUSTEE BENJAMIN A. GOMEZ : T NWH, NWHC TRUSTEE THOMAS H. GRAPE : T NWH, NWHC, NWAS TRUSTEE JAMES L. KAPLAN, PH.D. : T NWH, NWHC, NWCF TRUSTEE CHRISTOPHER J. KELLY : T NWH, NWHC, NWCF TRUSTEE ADAM M. KOPPEL : T NWH ON 06/01/2016 NWH, NWHC TRUSTEE STEVEN B. PESTKA, M.D. : T NWH ON 06/01/2016 NWH, NWHC TRUSTEE JOAN M. VITELLO-CICCIU, RN, PH.D. : T NWH ON 04/13/2016 NWH, NWHC TRUSTEE CHARLES F. WU : T NWH, NWHC TRUSTEE WILLIAM S. BARKER : T NWCF TRUSTEE JOAN M. BARRETT : T NWCF TRUSTEE MARK R. BELSKY, M.D. : T NWH, NWHC, NWCF SIBEL BESSIM, M.D. : T NWCF TRUSTEE JOHN C. CANNISTRARO, JR. : T NWCF TRUSTEE ROBERT A. DANZIGER : T NWCF TRUSTEE WILLIAM R. ELFERS : T NWCF, NWAS TRUSTEE NANCY S. FOSTER : T NWCF TRUSTEE BRENDA E. HAYNES, M.D. : T NWCF TRUSTEE ANN T. INGRAM : T NWCF TRUSTEE SINESIA KAROL : T NWCF TRUSTEE TRACILEE MESSINA : T NWCF TRUSTEE MARIE LOUISE PALANDJIAN : T NWCF TRUSTEE WILLIAM M. PARIZEAU : T NWCF TRUSTEE DONALD M. PERRIN : T NWCF TRUSTEE H. BRADLEE PERRY : T NWCF TRUSTEE RICHARD N. SILVERMAN : T NWCF TRUSTEE KATHLEEN M. STANSKY : T NWCF TRUSTEE ANNE E. STEER : T NWCF TRUSTEE STEPHEN G. SULLIVAN : T NWCF TRUSTEE JEFFREY S. THOMAS : T NWCF TRUSTEE JUDITH G. BELASH : C, T NCH CLERK, TRUS JEANINE M. BORTHWICK : T NCH TRUSTEE ROBERT H. BRUST - OFF 07/29/2016 : TRES. , T NCH OFF 07/29/2016 NCH TREASURER, JOHN J. BURKE : T NCH TRUSTEE WILLIAM R. CAMP, JR. - ON 07/29/2016 : TRES. , T NCH ON 07/29/2016 NCH TREASURER, BERNARD S. CARREY - OFF 07/29/2016 : T NCH OFF 07/29/2016 NCH TRUSTEE WILLIAM REED CHISHOLM II : T NCH TRUSTEE ERWIN L. GREENBERG : T NCH TRUSTEE KEVIN F. HICKEY : T NCH, NCHF STEPHEN R. KARP : T NCH TRUSTEE PHILIP A NARDONE, JR. : T NCH TRUSTEE ROBERT L. REYNOLDS - OFF 7/29/2016 : T NCH OFF 07/29/2016 NCH TRUSTEE LAURA REYNOLDS - ON 07/29/2016 : T NCH ON 07/29/2016 NCH TRUSTEE MICHAEL A. F. ROBERTS : T NCH TRUSTEE K. KEITH ROE - OFF 07/29/2016 : T NCH OFF 07/29/2016 NCH TRUSTEE MELANIE R. SABELHAUS - ON 07/29/2016 : T NCH ON 07/29/2016 NCH TRUSTEE JOHN W. STAKES, III, MD : T NCH TRUSTEE CATHERINE S. WARD : T NCH TRUSTEE ELIZABETH WINSHIP - ON 07/29/2016 : T NCH ON 07/29/2016 NCH TRUSTEE MAUREEN O. HACKETT : T NCHF ARTHUR I. READE, JR. : T NPO TRUSTEE STUART B. MUSHLIN, M.D., F.A.C.P. : T PMI TRUSTEE KRISHNA PALEPU : T PMI TRUSTEE MARY R. BROWN : S, T MVH, WNR SECRETARY, SUSAN C. CRAMPTON : T MVH, WNR TRUSTEE EDWARD MILLER : T MVH, WNR TRUSTEE RONALD H. RAPPAPORT, ESQ. : T MVH, WNR TRUSTEE EARLE A. RAY : TRES. , T MVH, WNR TRUSTEE, TR JOHN SCHAEFER : T MVH, WNR TRUSTEE WARREN J. SPECTOR : T MVH, WNR TRUSTEE TIMOTHY D. SWEET : T MVH, WNR WALTER TELLER : T MVH, WNR TRUSTEE JOSEPH L. WOODIN : P, T MVH ON 05/16/2016 MVH, WNR PRESIDENT, T SANFORD A. BELDEN : T & O CDPA ON 11/01/2013 CDH, CDHCC, VHCD, CDPA KENNETH R. BORDEWIECK : T CDH, CDHCC & VHCD TRUSTEE JAMES M. DONNELLY, M.D. : T CDH, CDHCC & VHCD TRUSTEE LAURIE FENLASON : T CDH, CDHCC & VHCD ON 10/01/2015 CDH, CDHCC & VHCD TRUSTEE SALLY GRIGGS : T CDH, CDHCC & VHCD TRUSTEE KHAMA ENNIS-HOLCOMBE, M.D. : T CDH, CDHCC & VHCD TRUSTEE JAMES KIRCHHOFFER, M.D. : T CDH, CDHCC & VHCD TRUSTEE KEVIN L. LAKE : S, T CDH, CDHCC & VHCD SECRETARY, ELIZA B. LAKE : T CDH, CDHCC & VHCD ON 10/01/2015 CDH, CDHCC & VHCD TRUSTEE PAULINE MARNEY : T CDH, CDHCC & VHCD TRUSTEE JOANNE MARQUSEE : P, CEO, S, T CDH, CDHCC, VHCD, CDPA, CDHCC PRESIDENT, JOHN N. NUNNELLY : P, TRES. , T CDH, CDHCC, VHCD, CDPA, CDHCC PRESIDENT, T NANCY ROSENQUEST REEVES : T CDH, CDHCC & VHCD ON 10/01/2015 CDH, CDHCC & VHCD TRUSTEE CHARLES P. STAELIN : T CDH, CDHCC & VHCD TRUSTEE KUMBLE R. SUBBASWAMY : T CDH, CDHCC & VHCD ON 10/01/2015 CDH, CDHCC & VHCD TRUSTEE GEOFFREY M. ZUCKER, M.D. : T CDH, CDHCC, VHCD, CDPA TRUSTEE MATTHEW M. PITONIAK : T CDPA TRUSTEE DAVID L. WELTMAN - - OFF 12/31/2015 : S BWPO OFF 12/31/2015 PATH MERGED TO BWPO SECRETARY MAUREEN O. HACKETT : P NCHF PRESIDENT
FORM 990, PART XI, LINE 9: EQUITY INVESTMENT ACTIVITY (UNREALIZED G/L ON INVESTMENTS) 414,845,559. CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLAN -645,805,173. OTHER CHANGE IN NET ASSETS -595,443. PCPO BEGINING NET ASSETS 26,905,138.
ENTITIES INCLUDED IN THE GROUP RETURN BELOW IS A LIST OF ORGANIZATIONS INCLUDED IN THIS GROUP RETURN AND THE ACRONYMS USED THROUGHOUT THIS RETURN TO REFERENCE THE ORGANIZATION: BIOSCIENCES RESEARCH FOUNDATION, INC. (BRF) - EIN 22-2483849 BRIGHAM AND WOMEN'S FAULKNER HOSPITAL, INC. (BWFH) - EIN 04-2768256 F/K/A FAULKNER HOSPITAL, INC. BRIGHAM AND WOMEN'S HEALTH CARE, INC. (BWHC) - EIN 04-2921338 F/K/A THE BRIGHAM AND WOMEN'S/FAULKNER HOSPITALS, INC. BRIGHAM AND WOMEN'S OBSTETRICS AND GYNECOLOGY RESEARCH AND EDUCATION FOUNDATION, INC. (OBG) - EIN 04-3494863 BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC. (BWPO) - EIN 04-3466314 BRIGHAM COMMUNITY PRACTICES, INC. (BCP) - EIN 22-2588069 BRIGHAM MEDICAL RESEARCH & EDUCATIONAL FOUNDATION, INC. (MED) - EIN 04-3539249 BRIGHAM PATHOLOGY RESEARCH AND EDUCATION FOUNDATION, INC. (PATH) - EIN 04-3541111 BWH RESEARCH, INC. (BWHR) - EIN 04-3011445 CD PRACTICE ASSOCIATES, INC. - EIN 04-3194547 COOLEY DICKINSON HEALTH CARE CORPORATION - EIN 04-2103561 COOLEY DICKINSON HOSPITAL, INC. - EIN 22-2617175 FRC, INC. (FRC), ALSO REFERRED TO AS SPAULDING NURSING AND THERAPY CENTER - WEST ROXBURY & SPAULDING NURSING AND THERAPY CENTER - NORTH END - EIN 22-2632121 MARTHA'S VINEYARD HOSPITAL, INC. (MVH) - EIN 04-2104691 MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION, INC. (MGPO) - EIN 04-2807148 MCLEAN HEALTHCARE, INC. (MHC) - EIN 20-4572876 NANTUCKET COTTAGE HOSPITAL FOUNDATION, INC. (NCHF) - EIN 04-3829745 NANTUCKET COTTAGE HOSPITAL (NCH) - EIN 04-2103823 NANTUCKET PHYSICIAN ORGANIZATION, INC. (NPO) - EIN 26-4349357 NEWTON-WELLESLEY AMBULATORY SERVICES, INC. (NWAS) - EIN 22-2560501 NEWTON-WELLESLEY CHILDREN'S CORNER, INC. (NWCC) - EIN 04-2650246 NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC. (NWHC)- EIN 20-4295282 NEWTON-WELLESLEY HOSPITAL (NWH) - EIN 04-2103611 NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUNDATION, INC. (NWCF) - EIN 04-3455952 NORTH SHORE MEDICAL CENTER, INC. (NSMC) - EIN 04-3399616 NORTH SHORE PHYSICIANS GROUP, INC. (NSPG) - EIN 04-3080484 NSMC HEALTHCARE, INC. (NSHC) - EIN 04-3294420 PARTNERS COMMUNITY PHYSICIANS ORGANIZATION, INC. EIN 04-3236175 PARTNERS CONTINUING CARE, INC. (PCC) - EIN 26-0003495 PARTNERS MEDICAL INTERNATIONAL, INC. (PMI) - EIN 04-3197711 PARTNERS HOME CARE, INC. (PHC), ALSO REFERRED TO AS PARTNERS HEALTHCARE AT HOME - HOME CARE - EIN 04-2918280 PARTNERS HOSPICE, INC. (HOS), ALSO REFERRED TO AS PARTNERS HEALTHCARE AT HOME - HOSPICE CARE - EIN 04-2730504 REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION (RHCI), ALSO REFERRED TO AS SPAULDING REHABILITATION HOSPITAL - CAPE COD - EIN 04-3071419 SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL, INC. (SKRH), ALSO REFERRED TO AS SPAULDING HOSPITAL FOR CONTINUING MEDICAL CARE - NORTH SHORE - EIN 04-3067082 SPAULDING HOSPITAL - CAMBRIDGE, INC. (SHC), ALSO REFERRED TO AS SPAULDING HOSPITAL FOR CONTINUING MEDICAL CARE - CAMBRIDGE - EIN 27-0273715 THE BRIGHAM AND WOMEN'S HOSPITAL, INC. (BWH) - EIN 04-2312909 THE GENERAL HOSPITAL CORPORATION (THE GENERAL OR GHC) - EIN 04-2697983 THE MASSACHUSETTS GENERAL HOSPITAL (MGH) - EIN 04-1564655 THE MCLEAN HOSPITAL CORPORATION (MCL)- EIN 04-2697981 THE MGH HEALTH SERVICES CORPORATION (HSC) - EIN 22-2717383 THE SPAULDING REHABILITATION HOSPITAL CORPORATION (SRH), ALSO REFERRED TO AS SPAULDING REHABILITATION HOSPITAL - BOSTON - EIN 04-2551124 VNA & HOSPICE OF COOLEY DICKINSON, INC. - EIN 04-2104788 WNR, INC. (WNR) - EIN 04-3419920
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
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

(1) PARTNERS PRIVATE CARE LLC
1101 WORCESTER ROAD
FRAMINGHAM,MA01701
26-3871702
HOME HEALTH MA 11,537,090 4,071,588 PHC
 
(2) PARTNERS HEALTHCARE INTERNATIONAL LLC
800 BOYLSTON STREET
BOSTON,MA02199
20-5281203
MED TRAINING MA 15,373,884 19,280,534 PHS
 
(3) PD PRODUCTIONS LLC
101 MERRIMAC STREET 3RD FLOOR
BOSTON,MA02114
56-2383458
MED EDUCATION MA     PHS
 






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)THE MASSACHUSETTS GENERAL HOSPITAL (MGH)
55 FRUIT STREET

BOSTON,MA02114
04-1564655
HEALTHCARE MA 501(C)(3) 7 PHS
 
Yes
 
(2)THE GENERAL HOSPITAL COPORATION
55 FRUIT STREET

BOSTON,MA02114
04-2697983
HEALTHCARE MA 501(C)(3) 3 MGH
 
Yes
 
(3)MASSACHUSETTS GENERAL PHYSICIANS ORG
55 FRUIT STREET

BOSTON,MA02114
04-2807148
HEALTHCARE MA 501(C)(3) 9 MGH
 
Yes
 
(4)THE MGH HEALTH SERVICES CORPORATION
55 FRUIT STREET

BOSTON,MA02114
22-2717383
HEALTHCARE MA 501(C)(3) 11A MGH
 
Yes
 
(5)THE MGH INSTITUTE OF HEALTH PROFESSIONS
36 FIRST AVENUE

CHARLESTOWN,MA02129
04-2868893
MED EDUCATION MA 501(C)(3) 2 MGH
 
Yes
 
(6)MCLEAN HEALTHCARE INC (MHC)
115 MILL STREET

BELMONT,MA02478
20-4572876
ADMIN SUPPORT MA 501(C)(3) 11A MGH
 
Yes
 
(7)THE MCLEAN HOSPITAL CORPORATION
115 MILL STREET

BELMONT,MA02478
04-2697981
HEALTHCARE MA 501(C)(3) 3 MHC
 
Yes
 
(8)MARTHA'S VINEYARD HOSPITAL INC (MVH)
LINTON LANE PO BOX 1477

OAK BLUFFS,MA02557
04-2104691
HEALTHCARE MA 501(C)(3) 3 MGH
 
Yes
 
(9)WNR INC
1 LINTON LANE

OAK BLUFFS,MA02557
04-3419920
NURSING SVCS. MA 501(C)(3) 9 MVH
 
Yes
 
(10)NANTUCKET COTTAGE HOSPITAL (NCH)
57 PROSPECT STREET

NANTUCKET,MA02554
04-2103823
HEALTHCARE MA 501(C)(3) 3 MGH
 
Yes
 
(11)NANTUCKET COTTAGE HOSPITAL FOUNDATION
57 PROSPECT STREET

NANTUCKET,MA02554
04-3829745
ADMIN SUPPORT MA 501(C)(3) 11A NCH
 
Yes
 
(12)BRIGHAM AND WOMEN'S HEALTH CARE (BWHC)
75 FRANCIS STREET

BOSTON,MA02115
04-2921338
ADMIN SUPPORT MA 501(C)(3) 7 PHS
 
Yes
 
(13)THE BRIGHAM AND WOMEN'S HOSPITAL (BWH)
75 FRANCIS STREET

BOSTON,MA02115
04-2312909
HEALTHCARE MA 501(C)(3) 3 BWHC
 
Yes
 
(14)BIOSCIENCES RESEARCH FOUNDATION INC
75 FRANCIS STREET

BOSTON,MA02115
22-2483849
PROMOTE RES. MA 501(C)(3) 11A BWHC
 
Yes
 
(15)BWH RESEARCH INC
75 FRANCIS STREET

BOSTON,MA02115
04-3011445
MED RESEARCH MA 501(C)(3) 11A BWHC
 
Yes
 
(16)BRIGHAM COMMUNITY PRACTICES INC
75 FRANCIS STREET

BOSTON,MA02115
22-2588069
HEALTHCARE MA 501(C)(3) 9 BWHC
 
Yes
 
(17)BRIGHAM AND WOMEN'S PHYS ORG (BWPO)
75 FRANCIS STREET

BOSTON,MA02115
04-3466314
HEALTHCARE MA 501(C)(3) 9 BWHC
 
Yes
 
(18)BRIGHAM MEDICAL RES & EDU FOUNDATION
75 FRANCIS STREET

BOSTON,MA02115
04-3539249
MED RES & EDU MA 501(C)(3) 11A BWPO
 
Yes
 
(19)BRIGHAM & WOMEN'S OB-GYN RES & EDU
75 FRANCIS STREET

BOSTON,MA02115
04-3494863
MED RES & EDU MA 501(C)(3) 7 BWPO
 
Yes
 
(20)BRIGHAM PATHOLOGY RES & EDU FOUNDATION
75 FRANCIS STREET

BOSTON,MA02115
04-3541111
MED RES & EDU MA 501(C)(3) 11A BWPO
 
Yes
 
(21)BRIGHAM AND WOMEN'S FAULKNER HOSP(BWFH)
1153 CENTRE STREET

BOSTON,MA02130
04-2768256
HEALTHCARE MA 501(C)(3) 3 BWHC
 
Yes
 
(22)VILLAGE MANOR NURSING HOME INC
1153 CENTRE STREET

BOSTON,MA02130
04-2775265
NURSING HOME MA 501(C)(3) 3 BWFH
 
Yes
 
(23)PARTNERS CONTINUING CARE INC (PCC)
PRUDENTIAL TOWER 800 BOYLSTON STREE

BOSTON,MA02199
26-0003495
ADMIN SUPPORT MA 501(C)(3) 11A PHS
 
Yes
 
(24)SPAULDING REHABILITATION HOSPITAL CORP
300 FIRST AVENUE

CHARLESTOWN,MA02129
04-2551124
HEALTHCARE MA 501(C)(3) 3 PCC
 
Yes
 
(25)REHAB HOSPITAL OF THE CAPE & ISLANDS
311 SERVICE ROAD

EAST SANDWICH,MA02537
04-3071419
HEALTHCARE MA 501(C)(3) 3 PCC
 
Yes
 
(26)SHAUGHNESSY-KAPLAN REHABILITATION HOSP
DOVE AVENUE

SALEM,MA01970
04-3067082
HEALTHCARE MA 501(C)(3) 3 PCC
 
Yes
 
(27)PARTNERS HOME CARE INC (PHC)
281 WINTER STREET

WALTHAM,MA02451
04-2918280
HOME HEALTH MA 501(C)(3) 9 PCC
 
Yes
 
(28)PARTNERS HOSPICE INC
48 WOERD AVENUE 102

WALTHAM,MA02453
04-2730504
HOME HEALTH MA 501(C)(3) 7 PHC
 
Yes
 
(29)FRC INC
101 MERRIMAC STREET

BOSTON,MA02114
22-2632121
HEALTHCARE MA 501(C)(3) 3 PCC
 
Yes
 
(30)NSMC HEALTHCARE INC (NSHC)
81 HIGHLAND AVENUE

SALEM,MA01970
04-3294420
ADMIN SUPPORT MA 501(C)(3) 11A PHS
 
Yes
 
(31)NORTH SHORE MEDICAL CENTER INC
81 HIGHLAND AVENUE

SALEM,MA01970
04-3399616
HEALTHCARE MA 501(C)(3) 3 NSHC
 
Yes
 
(32)NORTH SHORE PHYSICIANS GROUP INC
81 HIGHLAND AVENUE

SALEM,MA01970
04-3080484
HEALTHCARE MA 501(C)(3) 11A NSHC
 
Yes
 
(33)NEWTON-WELLESLEY HEALTHCARE SYSTEM(NWHC)
2014 WASHINGTON STREET

NEWTON,MA02462
20-4295282
ADMIN SUPPORT MA 501(C)(3) 11A PHS
 
Yes
 
(34)NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STREET

NEWTON,MA02462
04-2103611
HEALTHCARE MA 501(C)(3) 3 NWHC
 
Yes
 
(35)NEWTON-WELLESLEY AMBULATORY SERVICES
2014 WASHINGTON STREET

NEWTON,MA02462
22-2560501
HEALTHCARE MA 501(C)(3) 11A NWHC
 
Yes
 
(36)NEWTON-WELLESLEY HOSP CHARITABLE FOUND
2014 WASHINGTON STREET

NEWTON,MA02462
04-3455952
FUNDRAISING MA 501(C)(3) 7 NWHC
 
Yes
 
(37)NEWTON-WELLESLEY CHILDREN'S CORNER INC
2014 WASHINGTON STREET

NEWTON,MA02462
04-2650246
CHILD CARE MA 501(C)(3) 9 NWHC
 
Yes
 
(38)PARTNERS MEDICAL INTERNATIONAL INC
100 CAMBRIDGE STREET

BOSTON,MA02114
04-3197711
MED. TRAINING MA 501(C)(3) 11A PHS
 
Yes
 
(39)SPAULDING HOSPITAL - CAMBRIDGE INC
1575 CAMBRIDGE STREET

CAMBRIDGE,MA02138
27-0273715
HOSPITAL MA 501(C)(3) 3 PCC
 
Yes
 
(40)NANTUCKET PHYSICIAN ORGANIZATION INC
57 PROSPECT STREET

NANTUCKET,MA02554
26-4349357
HEALTHCARE MA 501(C)(3) 9 MGH
 
Yes
 
(41)NEIGHBORHOOD HEALTH PLAN INC (NHP)
253 SUMMER STREET

BOSTON,MA02210
04-2932021
INSURANCE MA 501(C)(4) NONE PHS
 
Yes
 
(42)COMMUNITY MEDICAL ALLIANCE INC
253 SUMMER STREET

BOSTON,MA02210
04-3454185
INSURANCE MA 501(C)(3) 11A NHP
 
Yes
 
(43)COOLEY DICKINSON HOSPITAL INC
30 LOCUST STREET

NORTHAMPTON,MA01060
22-2617175
HOSPITAL MA 501(C)(3) 3 CDHCC
 
Yes
 
(44)VNA & HOSPICE OF COOLEY DICKINSON INC
168 INDUSTRIAL DRIVE

NORTHAMPTON,MA01060
04-2104788
HOME HEALTH MA 501(C)(3) 9 CDHCC
 
Yes
 
(45)COOLEY DICKINSON HEALTH CARE CORP CDHCC
30 LOCUST STREET

NORTHAMPTON,MA01060
04-2103561
ADMIN SUPPORT MA 501(C)(3) 11B MGH
 
Yes
 
(46)CD PRACTICE ASSOCIATES INC
POBOX 911

NORTHAMPTON,MA01060
04-3194547
HEALTHCARE MA 501(C)(3) 9 CDHCC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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) PHS BAY COLONY FUND

245 PARKE AVENUE
NY,NY10167
13-3887448
INVESTMENTS DE PPIA
 
EXCLUDED -361,236 534,599   No -10,364   No 93.950 %
(2) WELLINGTON TRUST COMPANY NA

280 CONGRESS STREET
BOSTON,MA02210
04-6657593
INVESTMENTS MA PPIA
 
EXCLUDED 4,820,396 62,675,729   No     No 80.310 %
(3) PARTNERS INNOVATION FUND LLC

101 HUNTINGTON AVENUE 4TH FLOOR
BOSTON,MA02199
26-2899986
INVESTMENTS MA N/A
EXCLUDED 11,760 27,171,848   No     No 100.000 %
(4) PARTNERS HEALTHCARE SYSTEM POOLED

101 MERRIMACK STREET
BOSTON,MA02110
04-3268842
INVESTMENTS MA PHS
 
EXCLUDED 72,739,680 7,511,702,124   No 1,213,498   No 99.800 %






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) NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG

2014 WASHINGTON STREET
NEWTON,MA02462
04-3209749
HEALTHCARE MA NWHC
 
C 69,545,000 16,025,000 100.000 % Yes  
(2) HARBOR MEDICAL ASSOCIATES

541 MAINSTREET SUITE 400
SOUTH WEYMOUTH,MA02190
04-2702579
HEALTHCARE MA BWPO
 
C 59,122,251 12,820,805 100.000 % Yes  










Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
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
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
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
 
No
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
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
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
(1) BRIGHAM AND WOMEN'S HOSPITAL INC

A 768,168 FMV
(2) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC

B 8,311,917 FMV
(3) PARTNERS CONTINUING CARE INC

B 261,792 FMV
(4) BRIGHAM AND WOMEN'S HOSPITAL INC

B 155,579,177 FMV
(5) BRIGHAM AND WOMEN'S PHYSICIANS ORG

B 188,243 FMV
(6) THE MASSACHUSETTS GENERAL HOSPITAL

C 500,000 FMV
(7) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 14,250,000 FMV
(8) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC

B 13,061,757 FMV
(9) BRIGHAM AND WOMEN'S HOSPITAL INC

B 16,728,736 FMV
(10) BRIGHAM AND WOMEN'S PHYSICIANS ORG

B 11,750,000 FMV
(11) BRIGHAM AND WOMEN'S PHYSICIANS ORG

B 5,000,000 FMV
(12) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 477,000 FMV
(13) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 2,164,000 FMV
(14) BRIGHAM AND WOMEN'S OBSTETRICS AND GYN

C 1,667,000 FMV
(15) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 140,000 FMV
(16) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 534,000 FMV
(17) BRIGHAM PATHOLOGY RESEARCH AND EDUCATION FOUN

C 688,000 FMV
(18) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 1,269,000 FMV
(19) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 554,000 FMV
(20) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 2,695,000 FMV
(21) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 308,000 FMV
(22) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 362,000 FMV
(23) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 173,000 FMV
(24) BRIGHAM AND WOMEN'S PHYSICIANS ORG

C 297,000 FMV
(25) THE MCLEAN HOSPITAL CORPORATION

B 2,191,184 FMV
(26) NANTUCKET COTTAGE HOSPITAL

A 117,022 FMV
(27) MARTHA'S VINEYARD HOSPITAL INC

A 24,524 FMV
(28) REHABILITATION HOSPITAL OF THE CAPE AND ISL

A 15,110 FMV
(29) THE GENERAL HOSPITAL CORPORATION

A 5,333,774 FMV
(30) MASSACHUSETTS GENERAL PHYSICIANS ORG

A 2,785,018 FMV
(31) THE MCLEAN HOSPITAL CORPORATION

A 1,170 FMV
(32) PARTNERS HEALTHCARE SYSTEM INC

B 7,627,447 FMV
(33) PARTNERS CONTINUING CARE INC

B 337,245 FMV
(34) REHABILITATION HOSPITAL OF THE CAPE AND ISL

B 91,904 FMV
(35) THE GENERAL HOSPITAL CORPORATION

C 66,656,205 FMV
(36) MASSACHUSETTS GENERAL PHYSICIANS ORG

C 20,445,141 FMV
(37) THE GENERAL HOSPITAL CORPORATION

L 440,464 FMV
(38) MASSACHUSETTS GENERAL PHYSICIANS ORG

L 100,091 FMV
(39) NORTH SHORE MEDICAL CENTER INC

B 2,610,970 FMV
(40) SPAULDING HOSPITAL - CAMBRIDGE INC

B 1,166,787 FMV
(41) SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL

B 4,500,000 FMV
(42) THE SPAULDING REHABILITATION HOSPITAL CORP

B 32,202,380 FMV
(43) FRC INC

B 210,010 FMV
(44) REHABILITATION HOSPITAL OF THE CAPE AND ISL

B 76,943 FMV
(45) THE MASSACHUSETTS GENERAL HOSPITAL

C 337,246 FMV
(46) THE MGH HEALTH SERVICES CORPORATION

C 1,000,000 FMV
(47) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC

C 261,792 FMV
(48) NEWTON-WELLESLEY HOSPITAL INC

C 57,082 FMV
(49) THE SPAULDING REHABILITATION HOSPITAL CORP

L 6,486,000 FMV
(50) PARTNERS HOME CARE INC

L 6,735,996 FMV
(51) FRC INC

L 2,521,008 FMV
(52) SPAULDING HOSPITAL - CAMBRIDGE INC

L 3,960,000 FMV
(53) REHABILITATION HOSPITAL OF THE CAPE AND ISL

L 2,132,004 FMV
(54) WNR INC

B 360,000 FMV
(55) COOLEY DICKINSON HOSPITAL

C 425,358 FMV
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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) 2015
Schedule R (Form 990) 2015
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) 2015

Additional Data


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