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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2017 , and ending 09-30-2018
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 $ 13,614,828,285
F Name and address of principal officer:
ANNE KLIBANSKI 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) ........ 3 636
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 410
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 71,817
6 Total number of volunteers (estimate if necessary) ............. 6 5,271
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 20,452,314
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 28,616,078
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,967,780,415 2,904,676,699
9 Program service revenue (Part VIII, line 2g) ......... 9,247,897,369 10,174,737,520
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 260,033,262 340,000,181
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 236,519,698 189,551,941
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 12,712,230,744 13,608,966,341
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,192,132,923 1,146,707,910
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) 6,488,080,545 6,809,650,881
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 527,501
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet71,776,610    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,704,106,027 5,029,490,891
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 12,384,319,495 12,986,377,183
19 Revenue less expenses. Subtract line 18 from line 12....... 327,911,249 622,589,158
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 16,695,511,153 18,199,079,471
21 Total liabilities (Part X, line 26)............. 6,981,438,398 6,899,862,627
22 Net assets or fund balances. Subtract line 21 from line 20..... 9,714,072,755 11,299,216,844
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 (2019)
Form 990 (2019)
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 $ 11,692,788,661 including grants of $ 1,146,707,910 ) (Revenue $ 10,189,122,151 )
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 expensesMediumBullet11,692,788,661
Form 990 (2019)
Form 990 (2019)
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 IIIClick 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 V......
10
 
 
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 EClick to see attachment
13
Yes
 
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
 
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
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
Yes
 
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
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 IClick 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
 
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
297
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
71,817
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
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
636
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
410
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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
AK , AL , AR , CA , CO , CT , DC , FL , GA , HI , IL , KS , KY , MD , MI , MN , MS , NC , ND , NH , NJ , NM , NY , OH , PA , RI , SC , TN , TX , WA , WV , MA , MT , OK , UT , VA , VT , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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) DALE ADLER MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           542,976 0 56,806
(2) KATRINA ARMSTRONG MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           902,403 0 58,038
(3) STANLEY W ASHLEY MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           670,387 0 50,676
(4) MAUREEN BANKS......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 582,955 39,704
(5) ROBERT L BARBIERI MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           596,492 0 64,970
(6) GREGORY A BIRD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           308,370 0 50,113
(7) CHRISTINE A BLASKI MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           228,572 0 25,273
(8) SALLY MASON BOEMER......................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.................
50.00
X   X       0 1,027,856 52,754
(9) GILES W BOLAND MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           797,235 0 67,224
(10) CHRISTOPHER M BONO MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           407,471 0 46,730
(11) JAMES A BRINK MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           916,245 0 59,289
(12) O'NEIL BRITTON MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           793,713 0 57,972
(13) CALVIN A BROWN III MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           330,981 0 47,012
(14) DAVID F BROWN MD......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           790,174 0 59,974
(15) DEBRA A BURKE MSN......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           250,921 0 59,493
(16) ELLEN L CAILLE......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           427,397 0 92,138
(17) PAUL R CASS DO......................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.................
 
X           838,250 0 98,274
Form 990 (2019)
Form 990 (2019)
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) BRUCE A CHABNER........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           246,153 0 44,531
(19) ENNIO A CHIOCCA MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           1,981,008 0 65,281
(20) CHRISTOPHER MARK COBURN........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 1,016,771 47,459
(21) CHRISTOPHER M COLEY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           369,055 0 57,022
(22) YOLONDA L COLSON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           474,925 0 61,881
(23) RAYMOND F CONWAY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           150 0 0
(24) WILLIAM S DANFORD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           427,215 0 25,827
(25) ERNESTO DASILVA MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           336,897 0 34,953
(26) MARCELA DEL CARMEN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           707,556 0 46,447
(27) JEFFREY P DION........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 323,792 57,679
(28) GERARD M DOHERTY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           1,427,167 0 67,131
(29) TERENCE P DOORLY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           704,009 0 35,390
(30) PETER M DOUBILET MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           551,002 0 61,884
(31) SUNIL EAPPEN MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 622,959 58,175
(32) JEFFREY L ECKER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           759,407 0 58,269
(33) KHAMA D ENNIS-HOLCOMBE........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           84,173 0 10,605
(34) JONATHAN M FALLON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           639,590 0 25,276
(35) THOMAS L FAZIO MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           698,959 0 20,488
(36) CARLOS FERNANDEZ-DEL CASTILLO MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           873,050 0 62,830
(37) TIMOTHY G FERRIS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       881,971 0 59,327
(38) CRISTINA R FERRONE MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           487,807 0 68,836
(39) AARON S FISHMAN........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 112,989 13,293
(40) MARY ANN GAGNON........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           142,128 0 26,028
(41) JOSEPH MICHAEL GARASIC MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           394,801 0 37,994
(42) TERRY J GARFINKLE MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X           0 507,705 48,275
(43) ROYA GHAZINOURI PT........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           125,725 0 33,156
(44) STEVEN A GILGEN........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       275,698 0 3,400
(45) RICHARD S GITOMER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           492,857 0 46,721
(46) MATTHEW J GOLDBERG........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           285,468 0 24,637
(47) JEFFREY A GOLDEN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           910,314 0 65,178
(48) TERRI E GORMAN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           394,002 0 45,704
(49) PETER A GRAPE MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       648,126 0 58,292
(50) MICHAEL L GUSTAFSON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       575,248 0 38,118
(51) DAPHNE ADELE HAAS-KOGANMD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           938,804 0 45,704
(52) ROBERT HANDIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           277,755 0 57,428
(53) MARGOT K HARTMANN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       348,264 0 18,073
(54) ANNEMARIE HEATH CNM DNP........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           139,178 0 21,522
(55) JAMES L HEFFERNAN........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       690,938 0 62,381
(56) THEODORE S HONG MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           813,681 0 57,176
(57) TERRIE E INDER MBCHB........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           661,682 0 54,992
(58) MICHAEL R JAFF DO........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 919,864 52,539
(59) ALAN ANTHONY JAMES........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           503,062 0 42,953
(60) WILLIAM C JOHNSTON........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       740,663 0 58,394
(61) ANNE KALTER........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           206,021 0 30,627
(62) JAMES D KANG MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           1,472,184 0 67,883
(63) STEVEN E KAPFHAMMER........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 337,621 38,796
(64) BARRETT KITCH MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           354,914 0 18,880
(65) RONALD E KLEINMAN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           653,794 0 59,274
(66) ANNE KLIBANSKI MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           975,365 0 57,401
(67) THOMAS S KUPPER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           622,828 0 60,093
(68) PATRICK T LEE MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           16,490 0 0
(69) JOSEPH LOSCALZO MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       781,460 0 60,757
(70) DAVID N LOUIS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           736,680 0 57,493
(71) HUGH MACDONALD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           299,777 0 40,238
(72) HEATHER COLMORE MACK........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 242,212 29,466
(73) PETER K MARKELL........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 5,293,969 51,722
(74) JOANNE MARQUSEE........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       578,307 0 18,500
(75) NAVNEET MARWAHA MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           291,715 0 34,292
(76) DAVID MCCREADY MBA MHA........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       541,322 0 50,058
(77) MAURY E MCGOUGH MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X           0 655,573 50,914
(78) PAULA MILONE-NUZZO PHD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 271,198 27,281
(79) ELIZABETH A MORT MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           635,762 0 57,642
(80) ELIZABETH G NABEL MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 2,538,960 40,952
(81) ALBERT NAMIAS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           478,369 0 36,554
(82) ANDREA NG MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           458,713 0 54,488
(83) NAWAL M NOUR MD MPH........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           564,791 0 37,765
(84) JOHN NOVELLO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           330,781 0 33,213
(85) JOHANNA M O'CONNOR MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           527,192 0 60,615
(86) TIMOTHY PARSONS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           9,000 0 33,902
(87) GREGORY J PAULY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           873,913 0 57,671
(88) STEVEN B PESTKA MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           410,200 0 30,643
(89) PIETER PIL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           630,192 0 41,050
(90) NANCY S PITTMAN........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       148,906 0 4,982
(91) DAVID S PLADZIEWICZ MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           580,988 0 21,369
(92) ALLYSON L PRESTON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           394,651 0 41,056
(93) JAMES P RATHMELL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           811,586 0 55,213
(94) DAVID W RATTNER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           953,008 0 62,912
(95) SCOTT L RAUCH MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 754,680 56,030
(96) MITCHELL S REIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           636,119 0 59,039
(97) PHILLIP L RICE JR MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           481,059 0 38,302
(98) DAVID J ROBERTS MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 556,529 10,007
(99) ALLAN H ROPPER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           93,661 0 10,691
(100) MARC S RUBIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           911,655 0 63,908
(101) ROXANNE C RUPPEL........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X           0 311,766 48,570
(102) ALI SALIM MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           575,147 0 48,629
(103) MARTIN A SAMUELS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           641,244 0 59,921
(104) JOAN A SAPIR........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           566,013 0 62,891
(105) MARK A SCHECHTER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           358,532 0 34,723
(106) FREDERICK J SCHOEN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           368,189 0 61,792
(107) DAVID SILBERSWEIG MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           690,922 0 60,923
(108) ANEESH B SINGHAL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           434,667 0 56,047
(109) PETER L SLAVIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 2,538,414 57,235
(110) ALLEN L SMITH MD MS........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       887,624 0 265,969
(111) LYNN MALLOY STOFER........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 783,937 50,682
(112) DAVID E STORTO........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X   X       0 960,173 51,189
(113) THORALF M SUNDT MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           923,775 0 62,828
(114) KHALID SYED MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           368,929 0 39,717
(115) DAVID F TORCHIANA MD........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
X           0 6,075,835 52,251
(116) GARY USHER........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           329,054 0 18,177
(117) MICHAEL J VANROOYEN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           708,605 0 60,181
(118) PETER E WALCEK........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       478,183 0 93,365
(119) GREGORY J WALKER........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       857,218 0 150,760
(120) TIMOTHY J WALSH........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X   X       301,941 0 15,084
(121) ANDREW L WARSHAW MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           1,048,224 0 62,482
(122) DEBRA F WEINSTEIN MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           502,276 0 57,203
(123) ROSS D ZAFONTE DO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
X           644,229 0 57,770
(124) CAROL BAILEY........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(125) RICHARD C BANE........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(126) WILLIAM S BARKER........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(127) DAVID S BARLOW........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(128) JOAN M BARRETT........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
X           0 0 0
(129) FRASER BENNETT BEEDE........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................  
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(130) JUDITH G BELASH........................................................................
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(131) SANFORD ADAMS BELDEN........................................................................
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(152) PHILLIP L CLAY PHD........................................................................
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(165) JAMES L DEMETROULAKOS MD........................................................................
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(166) LINDA DERENZO ESQ........................................................................
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(178) JOHN FANIKOS........................................................................
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(179) JULIETTE E FAY........................................................................
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(180) LAURIE FENLASON........................................................................
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(188) NEIL GARVEY........................................................................
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(189) WILLIAM GEARY BS........................................................................
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(199) KAREN R HALE........................................................................
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(201) ALEXANDER A HANNENBERG MD........................................................................
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(202) NANCY HAWTHORNE........................................................................
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(205) BRENT L HENRY ESQ........................................................................
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(208) ALBERT A HOLMAN III........................................................................
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(210) ROBERT S HUCKMAN........................................................................
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(211) ANN INGRAM........................................................................
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(212) RICHARD IORIO........................................................................
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(216) MELISSA WEINER JANFAZA........................................................................
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(219) ELIZABETH JOYCE BS........................................................................
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(220) CHAD KAGELEIRY........................................................................
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(228) GERARD J KENEALLY........................................................................
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(229) JAMES KIRCHHOFFER MD........................................................................
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(230) ANTHONY A KLEIN........................................................................
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(231) JOHN H KNOWLES JR........................................................................
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(235) JONATHAN A KRAFT........................................................................
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(236) VINAY KUMAR MD........................................................................
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(237) ELIZA B LAKE........................................................................
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(238) KEVIN LISTER LAKE........................................................................
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(239) RENEE M LANDERS........................................................................
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(240) THOMAS LAVASSEUR........................................................................
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(241) PAMELA L LAWRENCE........................................................................
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(244) DONNA LEVIN........................................................................
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(245) BEN S LEVITAN........................................................................
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(246) JAY LEVY........................................................................
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(248) IAN K LORING........................................................................
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(249) STACEY LUCCHINO........................................................................
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(250) JULIE A MARRIOTT........................................................................
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(251) CARL J MARTIGNETTI........................................................................
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(252) J BRIAN MCCARTHY........................................................................
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(253) VINCENT T MCDERMOTT........................................................................
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(254) TERENCE A MCGINNIS........................................................................
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(255) JEROME T MCMANUS........................................................................
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(256) JOSEPH C MCNAY........................................................................
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(257) CAROLINE ANN MERRIFIELD........................................................................
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(258) EDWARD F MILLER........................................................................
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(259) BARRY MILLS........................................................................
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(260) CATHY E MINEHAN........................................................................
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(261) JAMES F MOONEY III........................................................................
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(262) CHARLES A MORRIS MD........................................................................
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(263) LAURA BARKER MORSE........................................................................
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(264) MICHAEL J MUEHE........................................................................
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(265) PHILIP A NARDONE JR........................................................................
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(266) EMILY A NEILL........................................................................
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(267) MARC A NIVET EDD MBA........................................................................
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(268) NITIN NOHRIA........................................................................
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(269) JOHN N NUNNELLY........................................................................
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(270) MARK NUNNELLY........................................................................
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(271) GINA L O'BRIEN MD........................................................................
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(272) MICHAEL F O'CONNELL ESQ........................................................................
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(273) JAY O'NEILL........................................................................
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(274) ROBERT L PAGLIA........................................................................
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(275) MARIE-LOUISE PALANDJIAN........................................................................
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(276) WILLIAM M PARIZEAU........................................................................
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(277) DIANE B PATRICK ESQ........................................................................
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(278) RICHARD A PENN........................................................................
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(279) ADELENE Q PERKINS........................................................................
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(280) DONALD M PERRIN........................................................................
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(281) H BRADLEE PERRY........................................................................
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(282) SUSAN P PETERS........................................................................
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(283) ANGELLEEN PETERS-LEWIS PHD........................................................................
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(284) PATRICIA P PETRAGLIA........................................................................
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(285) ROBERT W PIERCE JR........................................................................
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(320) BARRY R SLOANE........................................................................
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(321) LAUREN A SMITH MD........................................................................
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(322) JONATHAN SNIDER MD........................................................................
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(323) W LLOYD SNYDER III........................................................................
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(326) PAULA NESS SPEERS........................................................................
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(327) DENISE SPENCE MD........................................................................
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(328) SCOTT M SPERLING........................................................................
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(332) ANNE E STEER........................................................................
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(335) ELLEN S STORY........................................................................
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(338) JAMES D TAICLET........................................................................
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(339) WALTER TELLER ESQ........................................................................
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(340) GEORGE E THIBAULT MD........................................................................
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(341) JEFFREY S THOMAS........................................................................
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(342) ALEXANDER L THORNDIKE........................................................................
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(343) THOMAS TORR........................................................................
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(344) HEATHER UNRUH........................................................................
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(345) CAROL A VALLONE........................................................................
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(346) DAVID VERNO........................................................................
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(347) JOAN M VITELLO-CICCIU RN........................................................................
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(348) JOSEF H VON RICKENBACH........................................................................
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(349) CATHERINE S WARD........................................................................
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(350) PETER WEITZMAN MD........................................................................
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(351) BENAREE P WILEY........................................................................
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(352) MICHELLE A WILLIAMS........................................................................
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(353) ELIZABETH WINSHIP........................................................................
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(354) AMY M WINSLOW........................................................................
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(355) CHARLES F WU........................................................................
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(356) GWILL YORK........................................................................
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1.00
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(357) GEOFFREY M ZUCKER MD........................................................................
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(358) JEANETTE IVES-ERICKSON DNP........................................................................
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50.00
.......................  
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(359) LOUIS JENIS MD........................................................................
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1.00
.......................50.00
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(360) CHARLES E ADAMS........................................................................
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(361) CINDY L AIENA........................................................................
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.......................50.00
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(362) SARAH ARNHOLZ ESQ........................................................................
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.......................50.00
    X       0 250,299 50,414
(363) MELISSA P BRENNAN ESQ........................................................................
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1.00
.......................50.00
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(364) MICHAEL R CARTER........................................................................
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.......................50.00
    X       0 276,963 5,534
(365) EFFIE J CHAN ESQ........................................................................
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1.00
.......................50.00
    X       0 185,793 45,388
(366) JULIE C CHATTOPADHYAY ESQ........................................................................
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1.00
.......................50.00
    X       0 189,982 39,757
(367) DAVID P CONNOLLY........................................................................
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1.00
.......................50.00
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(368) PAUL G CUSHING ESQ........................................................................
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1.00
.......................50.00
    X       0 288,725 53,295
(369) CHRISTOPHER DUNLEAVY........................................................................
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(370) ATLAS D EVANS........................................................................
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50.00
.......................  
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(371) KEVIN T GIORDANO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       260,501 0 47,163
(372) MICHELE L GOUGEON MSC........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       428,516 0 64,624
(373) JUDI S GREENBERG ESQ........................................................................
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1.00
.......................50.00
    X       0 198,467 50,024
(374) ROSEMARY B GUILTINAN ESQ........................................................................
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1.00
.......................50.00
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(375) GERARD F HADLEY........................................................................
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1.00
.......................50.00
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(376) JOHN R HIGHAM ESQ........................................................................
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1.00
.......................50.00
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(377) STEPHEN R JENNEY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(378) LAURA STEPHENS KHOSHBIN ESQ........................................................................
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1.00
.......................50.00
    X       0 199,129 28,591
(379) KATHERINE M KNEELAND ESQ........................................................................
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1.00
.......................50.00
    X       0 295,207 38,203
(380) DAVID A LAGASSE........................................................................
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1.00
.......................50.00
    X       0 379,303 60,214
(381) LAURIE R LAMOUREUX........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
    X       327,987 0 23,135
(382) EDWARD J OLIVIER........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(383) ANDREA G RE ESQ........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
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(384) MARY E SHAUGHNESSY........................................................................
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1.00
.......................50.00
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(385) TRACY A SYKES ESQ........................................................................
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1.00
.......................50.00
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(386) DAVID ABELMAN........................................................................
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1.00
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(387) RICHARD L CURTIS MD........................................................................
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(388) PAUL ANDERSON MD PHD........................................................................
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50.00
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(389) SHELLY ANDERSON MPM........................................................................
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50.00
.......................  
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(390) SUSAN DEMPSEY........................................................................
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50.00
.......................  
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(391) KEREN DIAMOND........................................................................
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1.00
.......................50.00
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(392) MARGARET M DUGGAN MD........................................................................
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50.00
.......................  
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(393) LINDA FLAHERTY RN........................................................................
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50.00
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(394) TIMOTHY E FOSTER MD........................................................................
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50.00
.......................  
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(395) LAWRENCE S FRIEDMAN MD........................................................................
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50.00
.......................  
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(396) JOANNE M FUCILE........................................................................
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50.00
.......................  
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(397) MARY JO GAGNON........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
      X     0 284,147 40,907
(398) JOSEPH GOLD MD........................................................................
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50.00
.......................  
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(399) GEORGE GOUGIAN........................................................................
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50.00
.......................  
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(400) ROSEMARY HENCHEY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     190,920 0 19,085
(401) MICHAEL J HESSION MD........................................................................
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50.00
.......................  
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(402) ALEX F JOHNSON........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     314,478 0 56,186
(403) PARDON R KENNEY MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     495,134 0 61,888
(404) CHRISTOPHER J KWOLEK MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(405) JANET LARSON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     450,097 0 32,951
(406) PAMELA K LEVANGIE........................................................................
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50.00
.......................  
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(407) KEITH D LILLEMOE MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     1,016,691 0 62,941
(408) EDWARD LISTON-KRAFT PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     262,636 0 27,623
(409) CORI LOESCHER MM BSN RN........................................................................
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50.00
.......................  
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(410) ROBERT T MCCALL........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(411) CHERYL MERRILL RN........................................................................
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1.00
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(412) ELLEN A MOLONEY........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
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      X     0 704,088 42,078
(413) STEPHANIE N NADOLNY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     189,985 0 25,123
(414) BRITAIN W NICHOLSON MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     763,728 0 57,446
(415) DOST ONGUR MD PHD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     259,604 0 44,566
(416) JEFFREY C POLLOCK........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     281,708 0 52,383
(417) LESLIE PORTNEY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     190,491 0 44,579
(418) ANN L PRESTIPINO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(419) CHRISTINE REILLY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     173,395 0 8,100
(420) KERRY J RESSLER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     320,030 0 40,186
(421) JOHN SARRO........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     335,389 0 35,631
(422) SCOTT L SCHISSEL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     324,423 0 49,697
(423) NANCY D SCHMIDT........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
      X     0 375,801 50,960
(424) ANTHONY J SCIBELLI MS........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(425) ARTHUR ST GERMAIN........................................................................
SEE SCHEDULE O - O & T TITLES
1.00
.......................50.00
      X     0 167,587 39,011
(426) DENIS G STRATFORD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     191,268 0 45,392
(427) INEZ TUCK........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     240,083 0 37,766
(428) ALAMJIT S VIRK MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     421,817 0 31,773
(429) RON M WALLS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(430) ROBERT D WELCH........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(431) SHEILA M WOOLLEY........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
      X     326,859 0 58,083
(432) DAVID C BROOKS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
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(433) BOB S CARTER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   1,769,205 0 72,659
(434) THOMAS F HOLOVACS MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   1,584,590 0 59,146
(435) AMAN B PATEL MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   1,658,484 0 62,940
(436) JON P WARNER MD........................................................................
SEE SCHEDULE O - O & T TITLES
50.00
.......................  
        X   1,745,989 0 59,145
(437) JANIS P BELLACK PHD........................................................................
FORMER O - IHP
0.00
.......................50.00
          X 0 439,703 36,513
(438) DANIEL J GROSS........................................................................
FORMER O - NWCF, NWH, NWHC, NWMG
0.00
.......................50.00
          X 0 509,100 52,513
(439) THOMAS LYNCH JR MD........................................................................
FORMER O - MGPO
50.00
.......................  
          X 247,132 0 28,405
(440) REYNOLD G SPADONI........................................................................
FORMER O - PHC
0.00
.......................50.00
          X 0 259,247 35,941
(441) KERRY R WATSON........................................................................
FORMER O - NWH, NWHC
0.00
.......................50.00
          X 0 596,520 552
(442) JOSEPH L WOODIN........................................................................
FORMER O - MVH, WNR
50.00
.......................  
          X 364,497 0 27,645
(443) DENNIS AUSIELLO MD........................................................................
FORMER K - GHC
50.00
.......................  
          X 460,285 0 58,681
(444) BARBARA E BIERER MD........................................................................
FORMER K - BWH
50.00
.......................  
          X 351,663 0 63,312
(445) STEVEN D BROWELL MD........................................................................
FORMER K - NSPG
50.00
.......................  
          X 535,019 0 34,445
(446) MAUREEN N CHESLEY........................................................................
FORMER K - PHC
0.00
.......................50.00
          X 0 197,731 40,485
(447) KENNETH CHISHOLM........................................................................
FORMER K - MVH
50.00
.......................  
          X 221,092 0 12,447
(448) MARY BETH DIFILIPPO........................................................................
FORMER K - SKRH
50.00
.......................  
          X 195,924 0 42,171
(449) GARY W GARBERG........................................................................
FORMER K - PHC
0.00
.......................50.00
          X 0 172,009 40,010
(450) JUDY HAYES........................................................................
FORMER K - BWFH
50.00
.......................  
          X 129,352 0 23,568
(451) PAULA M HEREAU........................................................................
FORMER K - SRH
50.00
.......................  
          X 183,291 0 32,012
(452) HARRY W ORF PHD........................................................................
FORMER K - GHC
50.00
.......................  
          X 652,563 0 56,353
(453) SHEILA K PARTRIDGE MD........................................................................
FORMER K - NWH
50.00
.......................  
          X 917,786 0 29,971
(454) LESLIE G SELBOVITZ MD........................................................................
FORMER K - NWH
0.00
.......................50.00
          X 0 380,068 0
(455) JULIA SINCLAIR MBA........................................................................
FORMER K - BWH
50.00
.......................  
          X 534,737 0 55,358
(456) JEFFREY R ZACK MD........................................................................
FORMER K - MVH
50.00
.......................  
          X 329,072 0 36,568
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 90,850,239 37,532,647 10,123,800
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 MediumBullet11,792
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
WALSH BROTHERS

210 COMMERCIAL STREET
BOSTON,MA02109
CONSTRUCTION SERVICE 87,931,386
SUFFOLK CONSTRUCTION CO

99 CONIFER HILL DRIVE
DANVERS,MA01923
CONSTRUCTION SERVICE 54,339,960
AMN HEALTHCARE INC

26 CONNELL STREET
QUINCY,MA02169
STAFFING SERVICES 29,421,357
BLUE CROSS AND BLUE SHIELD OF MA INC

41 PARK DRIVE
BOSTON,MA02215
MEDICAL CLAIMS SERVICES 21,667,457
ANGELICA-WORCESTER

PO BOX 823283
PHILADELPHIA,PA191823283
LAUNDRY SERVICES 20,340,657
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet257
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 28,437,499
d Related organizations1d 939,907,940
e Government grants (contributions)1e 852,617,197
f All other contributions, gifts, grants, and similar amounts not included above1f 1,083,714,063
g Noncash contributions included in lines 1a - 1f:$ 1g 68,216,517
h Total. Add lines 1a-1f.......MediumBullet 2,904,676,699
 Program Service RevenueAmt Business Code
2a PATIENT CARE REVENUE 622110 9,329,045,016 9,329,045,016    
b OTHER PROGRAM REVENUE 621999 785,055,652 777,938,244 7,117,408  
c TUITION REVENUE 624410 57,484,737 57,484,737    
d AMBULANCE INCOME 621910 1,491,696 1,491,696    
e PARTNERSHIP INCOME 900099 1,490,050 1,490,050    
f All other program service revenue. 170,369 170,369    
g Total. Add lines 2a–2f .....MediumBullet 10,174,737,520
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 84,639,330   3,434,736 81,204,594
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 22,810,949     22,810,949
(ii) Personal (i) Real
6a Gross rents   55,584,653 6a
b Less: rental expenses   0 6b
c Rental income or (loss)   55,584,653 6c
d Net rental income or (loss).......MediumBullet 55,584,653   9,900,170 45,684,483
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   255,360,851 7a
b Less: cost or other basis and sales expenses   0 7b
c Gain or (loss)   255,360,851 7c
d Net gain or (loss).........MediumBullet 255,360,851     255,360,851
8a Gross income from fundraising events (not including $ 28,437,499of contributions reported on line 1c). See Part IV, line 18 ....
8a 2,249,642
b Less: direct expenses ... 8b 5,861,278
c Net income or (loss) from fundraising events..MediumBullet -3,611,636   -3,611,636
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 166,982
b Less: direct expenses ... 9b 666
c Net income or (loss) from gaming activities..MediumBullet 166,316 166,316    
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a PARKING INCOME 812930 58,755,240     58,755,240
b CAFETERIA INCOME 722514 34,510,696     34,510,696
c CONSULTING REVENUE 621500 14,166,258 14,166,258    
d All other revenue .... 7,169,465 7,169,465    
e Total. Add lines 11a–11d ...... MediumBullet 114,601,659
12 Total revenue. See instructions.....MediumBullet 13,608,966,341 10,189,122,151 20,452,314 494,715,177
Form 990 (2019)
Form 990 (2019)
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 .... 1,106,250,091 1,106,250,091
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 6,657,498 6,657,498
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 33,800,321 33,800,321
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 90,850,239   90,850,239  
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........ 5,272,687,613 4,784,933,055 446,918,280 40,836,278
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 318,946,865 291,044,694 27,049,407 852,764
9 Other employee benefits ....... 871,701,522 768,644,693 90,463,878 12,592,951
10 Payroll taxes ........... 255,464,642 228,915,488 26,549,154  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 23,953,277 21,759,930 2,165,753 27,594
c Accounting ........... 100,128 84,068 15,980 80
d Lobbying ........... 5,436,324   5,436,324  
e Professional fundraising services. See Part IV, line 17 527,501 527,501
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) 1,105,401,361 977,925,992 120,142,838 7,332,531
12 Advertising and promotion .... 24,622,454 20,385,802 3,942,125 294,527
13 Office expenses ....... 1,596,432,388 1,425,025,934 166,904,621 4,501,833
14 Information technology ...... 46,886,542 40,821,069 6,029,256 36,217
15 Royalties .. 4,966,896 4,637,221 329,675  
16 Occupancy ........... 413,565,854 366,591,297 44,957,026 2,017,531
17 Travel ............ 37,589,265 33,366,931 3,422,508 799,826
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 9,347,476 8,590,495 718,981 38,000
20 Interest ........... 154,034,532 132,497,640 21,536,892  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 589,075,416 526,475,414 62,600,002  
23 Insurance ... 99,676,800 90,840,823 8,835,977  
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 344,990,775 317,514,402 27,474,395 1,978
b PROGRAM SUPPORT/SUBSIDY 230,810,239 202,124,782 28,685,457  
c HSN/MEDICAID TAX 171,051,037 153,789,509 17,261,528  
d MISCELLANEOUS EXPENSES 98,871,036 85,353,176 13,298,650 219,210
e All other expenses 72,679,091 64,758,336 6,222,966 1,697,789
25 Total functional expenses. Add lines 1 through 24e 12,986,377,183 11,692,788,661 1,221,811,912 71,776,610
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 (2019)
Form 990 (2019)
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  
2 Savings and temporary cash investments ......... 420,181,232 2 334,779,034
3 Pledges and grants receivable, net ...... 412,456,322 3 467,986,678
4 Accounts receivable, net ............. 1,093,243,145 4 1,205,904,143
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 6,808,730 7 5,754,041
8 Inventories for sale or use ............ 54,223,457 8 65,610,698
9 Prepaid expenses and deferred charges ...... 51,051,779 9 65,958,289
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 10,068,209,216
b Less: accumulated depreciation 10b 4,511,582,915 5,331,633,313 10c 5,556,626,301
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 7,288,730,767 12 8,369,362,704
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,037,182,408 15 2,127,097,583
16 Total assets. Add lines 1 through 15 (must equal line 33)... 16,695,511,153 16 18,199,079,471
Liabilities 17 Accounts payable and accrued expenses ..... 2,652,330,942 17 2,476,275,693
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 4,329,107,456 25 4,423,586,934
26 Total liabilities. Add lines 17 through 25.. 6,981,438,398 26 6,899,862,627
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 9,714,072,755 32 11,299,216,844
33 Total liabilities and net assets/fund balances ........ 16,695,511,153 33 18,199,079,471
Form 990 (2019)
Form 990 (2019)
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
13,608,966,341
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
12,986,377,183
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
622,589,158
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
9,714,072,755
5
Net unrealized gains (losses) on investments ...............
5
 
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
962,554,931
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
11,299,216,844
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 (2019)
Form 990 (2019)
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................8
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- 10 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 7 Yes   0 0
(B) THE MASSACHUSETTS GENERAL HOSPITAL
 
041564655 7 Yes   0 0
(C) NANTUCKET COTTAGE HOSPITAL INC
 
042103823 3 Yes   0 0
(D) BRIGHAM HEALTH INC
 
042921338 7 Yes   0 0
(E) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC
 
043466314 10 Yes   0 0
(F) NEWTON-WELLESLEY HOSPITAL INC
 
042103611 3 Yes   0 0
(G) COOLEY DICKINSON HOSPITAL INC
 
222617175 3 Yes   0 0
(H) WENTWORTH-DOUGLASS HOSPITAL INC
 
020260334 3 Yes   0 0
Total
8
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 2,656,832,804 2,661,435,392 2,365,428,359 2,967,780,415 2,904,676,698 13,556,153,668
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 2,656,832,804 2,661,435,392 2,365,428,359 2,967,780,415 2,904,676,698 13,556,153,668
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. 13,556,153,668
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 2,656,832,804 2,661,435,392 2,365,428,359 2,967,780,415 2,904,676,698 13,556,153,668
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 156,491,976 156,187,632 150,721,645 162,554,741 149,700,026 775,656,020
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 415,225 978,507 1,126,666 2,007,186 28,616,078 33,143,662
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 14,364,953,350
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
94.370 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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
 
 
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
 
 
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
 
 
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 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
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
 
 
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
 
 
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
 
 
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
 
 
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
 
 
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
 
 
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
 
 
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
 
 
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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
 
 
b
A family member of a person described in (a) above?
11b
 
 
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
 
 
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
 
 
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
 
 
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 2019 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-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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
PART I LINE 11G 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: 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 HEALTH, 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 HEALTH, 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 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: 10 (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: 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: 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 MEDICAL GROUP, INC (I) NAME OF SUPPORTED ORGANIZATION: NEWTON-WELLESLEY HOSPITAL, INC. (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: 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 ENTITY: PARTNERS HEALTHCARE SP, 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: WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION (I) NAME OF SUPPORTED ORGANIZATION: WENTWORTH-DOUGLASS HOSPITAL, INC. (II) EIN: 02-0260334 (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) 2019


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number
90-0656139
Part I
Contributors
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
 
 
 
 

$  


(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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) 2016 (b) 2017 (c) 2018 (d) 2019 (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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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)
Yes|No
(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
 
5,436,324
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
5,436,324
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 2018 90.14% OF ITS MEMBERSHIP DUES WERE USED FOR LOBBYING PURPOSES.
Schedule C (Form 990 or 990EZ) 2019


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.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 7/25/06, 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 FASB 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 FASB 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 FASB 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) 2019

Schedule D (Form 990) 2019
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 .... 2,532,477,579 3,023,915,930 1,980,532,089 2,017,884,170 1,879,867,173
b Contributions ... 76,242,054 133,195,286 108,124,301 117,220,932 63,279,981
c Net investment earnings, gains, and losses 165,166,784 405,602,632 137,625,554 -71,620,457 165,579,197
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
-72,883,419 117,629,018 91,920,278 82,952,557 90,842,181
f Administrative expenses ....     120,543    
g End of year balance ...... 2,701,002,998 3,445,084,830 2,134,241,123 1,980,532,088 2,017,884,170
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet46.000 %
b
Permanent endowment SchDMd Bullet27.000 %
c
Term endowment SchDMd Bullet27.000 %
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 ..... 19,013,253 147,069,299 166,082,552
b Buildings .... 753,078 6,673,005,322 3,464,838,690 3,208,919,710
c Leasehold improvements   279,535,229 164,286,813 115,248,416
d Equipment ....   2,231,178,921 868,339,277 1,362,839,644
e Other .....   717,654,114 14,118,135 703,535,979
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 5,556,626,301
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
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) PARTNERS POOLED INVESTMENT HOLDINGS, LLC
8,369,362,704 F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 8,369,362,704
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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)DUE FROM AFFILIATES 247,631,668
(2)INV IN NET ASSETS OF AFFIL 1,215,626,492
(3)OTHER ASSETS 606,075,301
(4)INTER-ENTITY NOTE RECEIVABLE 57,764,122
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 2,127,097,583
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  
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,423,586,934
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) 2019

Schedule D (Form 990) 2019
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) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2019Open to Public Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number

90-0656139
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2019)
Schedule E (Form 990 or 990EZ) (2019)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.
Return Reference Explanation
SCHEDULE E QUESTION 3 THE INSTITUTE PUBLISHES ITS NON-DISCRIMINATORY POLICY IN ITS ONLINE COURSE CATALOG ON ITS WEBSITE, WWW.MGHIHP.EDU; THIS CATALOG IS ALSO AVAILABLE AS A PRINTED DOCUMENT UPON REQUEST. AS PART OF ITS ORIENTATION, THE INSTITUTE NOTIFIES NEWLY MATRICULATED STUDENTS REGARDING THE WEB ADDRESS OF THE ONLINE CATALOG. CONTINUING STUDENTS ALSO RECEIVE AN ANNUAL NOTICE REGARDING THE WEB ADDRESS. INDIVIDUALS INQUIRING ABOUT THE INSTITUTE'S PROGRAMS RECEIVE PROGRAM INFORMATION THAT STATES THE INSTITUTE'S NON-DISCRIMINATORY POLICY. THE INSTITUTE'S APPLICATION FOR ADMISSION ALSO INCLUDES A STATEMENT ON THIS POLICY.
SCHEDULE E LINE 6A THE INSTITUE EXTENDS FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF GRANTS, LOANS, GRADUATE ASSISTANTSHIPS AND SCHOLARSHIPS IN ACCORDANCE WITH INSTITUTIONAL AND FEDERAL POLICY. THE SELECTION FROM THE QUALIFIED STUDENT POPULATION FOR GRANT AND SCHOLARSHIP AID IS BASED ON MERIT AND/OR NEED, AS SPECIFIED BY THE CRITERIA OF EACH GRANT AND SCHOLARSHIP. STUDENTS INDEPENDENTLY APPLY FOR GRADUATE ASSISTANTSHIPS AND ARE INFORMED OF SUCH OPPORTUNITIES AS THEY ARISE. LOAN QUALIFICATIONS ARE DETERMINED IN ACCORDANCE WITH FEDERAL POLICY. FINANCIAL AID AWARDS ARE MADE ON A NON-DISCRIMINATORY BASIS.
Schedule E (Form 990 or 990-EZ) (2019)
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA & THE CARRIBEAN 0 0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 172,995
CENTRAL AMERICA & THE CARRIBEAN 0 0 PROGRAM SERVICES JOINTLY OWNED FOR INS. 111,593,983
CENTRAL AMERICA & THE CARRIBEAN 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 348,017
EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES PAT. CARE, RES. & EDUC 2,235,919
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 2,927,823
EUROPE 0 2 PROGRAM SERVICES PAT. CARE, RES. & EDUC 8,229,735
EUROPE 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 4,437,598
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 432,811
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 385,170
NORTH AMERICA 0 0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 10,043,967
NORTH AMERICA 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 900,398
RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 80,330
RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 2,000
SOUTH AMERICA 0 0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 320,357
SOUTH AMERICA 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 4,420,549
SOUTH ASIA 0 0 PROGRAM SERVICES PAT. CARE, RES. & EDUC 1,182,343
SOUTH ASIA 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 3,201,361
SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES PAT. CARE, RES. & EDUC 1,304,259
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES INTERNATIONAL GRANTS 17,177,406
3a Sub-total .... 0 3 130,378,881
b Total from continuation sheets to Part I ... 0 1 39,018,140
c Totals (add lines 3a and 3b) 0 4 169,397,021
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
CENTRAL AMERICA AND THE CARIBBEAN RESEARCH 348,017 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC RESEARCH 2,889,489 WIRE TRANSFER      
EUROPE RESEARCH 4,357,824 WIRE TRANSFER      
MIDDLE EAST AND NORTH AFRICA RESEARCH 385,170 WIRE TRANSFER      
NORTH AMERICA RESEARCH 887,498 WIRE TRANSFER      
SOUTH AMERICA RESEARCH 4,416,549 WIRE TRANSFER      
SOUTH ASIA RESEARCH 3,201,361 WIRE TRANSFER      
SUB-SAHARAN AFRICA RESEARCH 17,155,384 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) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
MEDICAL RESEARCH EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 7 38,333 WIRE TRANSFER      
MEDICAL RESEARCH EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 13 79,774 WIRE TRANSFER      
MEDICAL RESEARCH NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 4 12,900 WIRE TRANSFER      
MEDICAL RESEARCH RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 1 2,000 WIRE TRANSFER      
MEDICAL RESEARCH SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 4,000 WIRE TRANSFER      
MEDICAL RESEARCH SUB-SAHARAN AFRICA 4 22,022 WIRE TRANSFER      
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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) 2019
Additional Data


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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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 10 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
 
THE MOXIE AGENCY
535 ALBANY ST 5 FL
 
BOSTON, MA02118
FUNDRAISING STRATEGY   No 4,166,919 9,000 4,157,919
 
CCS CONSULTING SERVICES
155 FEDERAL ST SUITE 306
 
BOSTON, MA02110
FUNDRAISING STRATEGY   No 943,075 177,875 765,200
 
BENTZ WHALEY FLESSNER
7251 OHMS LN
 
MINNEAPOLIS, MN02114
FUNDRAISING STRATEGY   No 0 45,233 -45,233
 
MARTS & LUNDY
1200 WALL ST W
 
LYNDHURST, NJ07071
FUNDRAISING STRATEGY   No 0 259,169 -259,169
 
THE MENTIBUS GROUP LLC
925 NORTH GAYOSO ST
 
NEW ORLEANS, LA70119
FUNDRAISING STRATEGY   No 0 19,240 -19,240
 
PLENTY CONSULTING
613 FRANKLIN ST SUITE A
 
MICHIGAN CITY, IN46360
FUNDRAISING STRATEGY   No 0 11,734 -11,734
 
RASKY
70 FRANKLIN ST 3 FL
 
BOSTON, MA02110
FUNDRAISING STRATEGY   No 0 5,250 -5,250
 
PGCALC
129 MOUNT AUBURN ST
 
CAMBRIDGE, MA02138
FUNDRAISING STRATEGY   No 0 79,200 -79,200
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 5,109,994 606,701 4,503,293
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, IL, KS, KY, MA, MD, MI, MN, MS, NC, ND, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, MT, WI
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
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

2018 POPS
(event type)
(b) Event #2

2018 ASPIRE GALA
(event type)
(c) Other events

259
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

3,419,443

2,511,525

24,756,173

30,687,141

2

Less: Contributions . . . .

3,027,677

2,303,225

23,106,597

28,437,499
3 Gross income (line 1 minus
line 2) . . . . . .

391,766

208,300

1,649,576

2,249,642



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .     1,322 1,322
6 Rent/facility costs . . . . 25,000 30,593 122,815 178,408
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 1,383,630 688,242 3,609,676 5,681,548
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 5,861,278
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -3,611,636
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 . . . . .

 

 

166,982

166,982
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

666

666


6


Volunteer labor . . . .
%
%
%


7

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

666

8

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

166,316

9
Enter the state(s) in which the organization conducts gaming activities: MA
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) 2019
Schedule G (Form 990 or 990-EZ) 2019
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 provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2019
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 Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
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) . . .
    119,321,526 35,753,662 83,567,864 0.640 %
b Medicaid (from Worksheet 3, column a) . . . . .     1,214,303,945 782,258,169 432,045,776 3.330 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     1,333,625,471 818,011,831 515,613,640 3.970 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     25,371,569 6,675,262 18,696,307 0.140 %
f Health professions education (from Worksheet 5) . . .     224,253,118 65,536,774 158,716,344 1.220 %
g Subsidized health services (from Worksheet 6) . . . .     21,600,000   21,600,000 0.170 %
h Research (from Worksheet 7) .     1,680,697,311 1,454,280,837 226,416,474 1.740 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     17,497,004   17,497,004 0.130 %
j Total. Other Benefits . .     1,969,419,002 1,526,492,873 442,926,129 3.400 %
k Total. Add lines 7d and 7j .     3,303,044,473 2,344,504,704 958,539,769 7.370 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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 Healthcare 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
69,480,545
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
2,168,932,871
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
2,816,437,466
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-647,504,595
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) 2019
Schedule H (Form 990) 2019
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?14Name, 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      
14 WENTWORTH-DOUGLASS HOSPITAL
789 CENTRAL AVENUE
DOVER,NH03820
WWW.WDHOSPITAL.COM
02-0260334
X X         X      
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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 16
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 16
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
THE GENERAL HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
THE GENERAL HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 16
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 16
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
THE BRIGHAM AND WOMEN'S HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
THE BRIGHAM AND WOMEN'S HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 17
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 17
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 17
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 17
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
NEWTON-WELLESLEY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
NEWTON-WELLESLEY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 16
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 16
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
BRIGHAM AND WOMEN'S FAULKNER HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
BRIGHAM AND WOMEN'S FAULKNER HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 16
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 17
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
THE MCLEAN HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
THE MCLEAN HOSPITAL CORPORATION
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 16
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 16
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
THE SPAULDING REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
THE SPAULDING REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 16
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 16
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
REHABILITATION HOSPITAL OF THE CAPE
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
REHABILITATION HOSPITAL OF THE CAPE
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 16
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 17
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
SPAULDING HOSPITAL - CAMBRIDGE INC
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
SPAULDING HOSPITAL - CAMBRIDGE INC
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 17
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 17
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
NANTUCKET COTTAGE HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
NANTUCKET COTTAGE HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 16
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 16
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
MARTHA'S VINEYARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
MARTHA'S VINEYARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 17
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 17
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
NORTH SHORE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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 16
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 16
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    
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) 2019
Schedule H (Form 990) 2019
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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
COOLEY DICKINSON HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
COOLEY DICKINSON HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
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)
WENTWORTH-DOUGLASS 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):
14
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 16
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 Yes  
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 16
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    
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) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
WENTWORTH-DOUGLASS 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 Was widely publicized 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
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
WENTWORTH-DOUGLASS HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
WENTWORTH-DOUGLASS HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
Page 8
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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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
THE GENERAL HOSPITAL CORPORATION PART V, SECTION B, LINE 5: BEGINNING FEBRUARY 2016, MGH CCHI WORKED WITH ITS MULTISECTOR 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 PART V, SECTION B, LINE 5: 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. PART V, SECTION B, LINE 5: THE CHNA ENGAGED THE DIVERSE PERSPECTIVES OF RESIDENTS ACROSS THE NSMC SERVICE AREA AND WAS GUIDED BY A SOCIAL DETERMINANTS OF HEALTH FRAMEWORK, RECOGNIZING THAT MULTIPLE FACTORS AFFECT COMMUNITY HEALTH AND WELL-BEING. QUANTITATIVE DATA THAT PROVIDE INSIGHT INTO THE SOCIAL, ECONOMIC, AND HEALTH-RELATED OUTCOMES OF THE NSMC SERVICE AREA WERE DRAWN FROM NATIONAL AND STATE SOURCES (E.G., U.S. CENSUS, MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, ETC.). QUANTITATIVE DATA WAS SUPPLEMENTED BY A COMMUNITY FORUM IN LYNN INVOLVING SIX SMALL GROUP DISCUSSIONS WITH A TOTAL OF 40 PARTICIPANTS, FIVE FOCUS GROUPS WITH 55 PARTICIPANTS TOTAL, AND 20 KEY INFORMANT INTERVIEWS CONDUCTED FROM JANUARY TO MAY 2018 TO UNDERSTAND PARTICIPANTS' PERCEPTIONS OF THEIR COMMUNITIES, HEALTH NEEDS AND ASSETS, AND SUGGESTIONS FOR FUTURE PROGRAMMING AND SERVICES TO ADDRESS THESE ISSUES.
NEWTON-WELLESLEY HOSPITAL PART V, SECTION B, LINE 5: THE CHNA USED A PARTICIPATORY, COLLABORATIVE APPROACH AND EXAMINED HEALTH IN ITS BROADEST CONTEXT. AS PART OF THIS ASSESSMENT, NWH SOUGHT INPUT FROM ITS COMMUNITY BENEFITS COMMITTEE TO INFORM THE METHODOLOGY, INCLUDING RECOMMENDATION OF SECONDARY DATA SOURCES, AND IDENTIFICATION OF KEY INFORMANTS AND FOCUS GROUP SEGMENTS. THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING DATA ON SOCIAL, ECONOMIC, AND HEALTH INDICATORS FROM VARIOUS SOURCES, AS WELL AS, CONDUCTING EIGHT INTERVIEWS AND SIX FOCUS GROUPS TO EXPLORE PERCEPTIONS OF THE COMMUNITY, HEALTH AND SOCIAL CHALLENGES FOR COMMUNITY MEMBERS, AND RECOMMENDATIONS FOR HOW TO ADDRESS THESE CONCERNS. IN TOTAL, OVER 50 INDIVIDUALS WERE ENGAGED IN THE 2018 ASSESSMENT PROCESS.
BRIGHAM AND WOMEN'S FAULKNER HOSPITAL PART V, SECTION B, LINE 5: 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.
THE MCLEAN HOSPITAL CORPORATION PART V, SECTION B, LINE 5: 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 / REGIONALMOUNT 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=47540385STATECOMMONWEALTH 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.HTMLTASK 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.DOCXMASSACHUSETTS 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.PDFBEHAVIORAL 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.PDFMCLEAN 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.
THE SPAULDING REHABILITATION HOSPITAL PART V, SECTION B, LINE 5: 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 PART V, SECTION B, LINE 5: 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, INC. PART V, SECTION B, LINE 5: 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 PART V, SECTION B, LINE 5: 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 COMMUNITY SCHOOL, AND ST. MARY'S CHURCH, AND COLLECTED BY NCH STAFF FOLLOWING THE CLOSE OF THE SURVEY PERIOD.
MARTHA'S VINEYARD HOSPITAL PART V, SECTION B, LINE 5: 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.
NORTH SHORE MEDICAL CENTER, INC. PART V, SECTION B, LINE 5: THE CHNA ENGAGED THE DIVERSE PERSPECTIVES OF RESIDENTS ACROSS THE NSMC SERVICE AREA AND WAS GUIDED BY A SOCIAL DETERMINANTS OF HEALTH FRAMEWORK, RECOGNIZING THAT MULTIPLE FACTORS AFFECT COMMUNITY HEALTH AND WELL-BEING. QUANTITATIVE DATA THAT PROVIDE INSIGHT INTO THE SOCIAL, ECONOMIC, AND HEALTH-RELATED OUTCOMES OF THE NSMC SERVICE AREA WERE DRAWN FROM NATIONAL AND STATE SOURCES (E.G., U.S. CENSUS, MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, ETC.). QUANTITATIVE DATA WAS SUPPLEMENTED BY A COMMUNITY FORUM IN LYNN INVOLVING SIX SMALL GROUP DISCUSSIONS WITH A TOTAL OF 40 PARTICIPANTS, FIVE FOCUS GROUPS WITH 55 PARTICIPANTS TOTAL, AND 20 KEY INFORMANT INTERVIEWS CONDUCTED FROM JANUARY TO MAY 2018 TO UNDERSTAND PARTICIPANTS' PERCEPTIONS OF THEIR COMMUNITIES, HEALTH NEEDS AND ASSETS, AND SUGGESTIONS FOR FUTURE PROGRAMMING AND SERVICES TO ADDRESS THESE ISSUES.
COOLEY DICKINSON HOSPITAL, INC. PART V, SECTION B, LINE 5: 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.
WENTWORTH-DOUGLASS HOSPITAL PART V, SECTION B, LINE 5: WENTWORTH-DOUGLASS HOSPITAL HELD TWENTY-ONE (21) FOCUS GROUPS AND INTERVIEWS TO ENGAGE CONSUMERS, PROVIDERS AND KEY LEADERS IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). PARTICIPANTS WERE IDENTIFIED AND RECRUITED BY THE HOSPITAL, INCLUDING MEMBERS OF THE PUBLIC, COMMUNITY ORGANIZATIONS, LOCAL GOVERNMENT OFFICIALS, AND HEALTH, EDUCATION AND SOCIAL SERVICE PROVIDERS. PARTICIPANTS WERE FROM GEOGRAPHIC AREAS THAT REPRESENT OUR COMMUNITY OR WHO REPRESENT VARIOUS STAKEHOLDER GROUPS SUCH AS PUBLIC HEALTH REPRESENTATIVES, FIRST RESPONDERS, THE LOCAL HOUSING AUTHORITY, SCHOOL NURSES, AND OTHERS. GROUPS ALSO INCLUDED PHYSICIANS, NURSES, SOCIAL WORKERS, AND PROGRAM DIRECTORS. A SUMMARY OF THE THEMESFROM THE STAKEHOLDER INTERVIEWS, AS WELL AS DEMOGRAPHIC CHARACTERISTICS OF RESPONDENTS AND THEIR RATINGS ARE INCLUDED IN THE 2016 CHNA REPORT.
COOLEY DICKINSON HOSPITAL, INC. PART V, SECTION B, LINE 6A: 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.
WENTWORTH-DOUGLASS HOSPITAL PART V, SECTION B, LINE 6A: THE HOSPITAL'S MOST RECENT CHNA WAS CONDUCTED WITH WENTWORTH-DOUGLASS PHYSICIAN CORP (WDPC), A RELATED 501(C) (3) ENTITY.
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/WP-CONTENT/UPLOADS/2019/07/NCH-CHNA-FY18.PDFMARTHA'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/WENTWORTH-DOUGLASS HOSPITALHTTPS://WWW.WDHOSPITAL.ORG/FILES/3314/7976/1169/WENTWORTH_DOUGLASS_HOSPITAL_CHNA_FINAL.PDFHTTPS://WWW.WDHOSPITAL.ORG/FILES/9214/7976/1451/WENTWORTH-DOUGLASS_-_IMPLEMENTATION_STRATEGY_-_FINAL.PDF
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 STRESSMANAGEMENT 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 FACILITIESTHE KEY HEALTH ISSUES WERE PRIORITIZED AS FOLLOWS: 1. BEHAVIORAL HEALTH 2. HEALTH CARE ACCESS 3. HEALTH CARE ENVIRONMENT AND TRUST, INCLUDING CULTURALLY SENSITIVE APPROACHES TO CARE WITHIN BEHAVIORAL HEALTH, KEY AREAS OF NEED IDENTIFIED THROUGH THE CHNA INCLUDED MENTAL HEALTH ISSUES (INCLUDING DEPRESSION, TRAUMA, AND STRESS); SUBSTANCE USE DISORDERS (INCLUDING USE OF OPIOIDS, ALCOHOL, MARIJUANA, AND VAPING); CO-OCCURRING DISORDERS; GAPS IN TREATMENT; AND STIGMA. WITHIN HEALTH CARE ACCESS, KEY AREAS OF NEED IDENTIFIED THROUGH THE CHNA INCLUDED ISSUES RELATED TO ACCESSIBILITY (TRANSPORTATION, ACCESS TO AFTER-HOURS CARE, ACCESS TO SPECIALTY CARE); ISSUES RELATED TO HEALTH INSURANCE AND COST; AND THE NEED FOR EXPANDED CARE COORDINATION AND NAVIGATION SERVICES. WITHIN HEALTH CARE ENVIRONMENT AND TRUST, KEY AREAS OF NEED IDENTIFIED THROUGH THE CHNA INCLUDED ISSUES RELATED TO PROVIDING CULTURALLY-SENSITIVE APPROACHES TO CARE (INCLUDING TRAINING AND RETAINING A DIVERSE HEALTHCARE WORKFORCE) AND PROVIDING SERVICES IN MULTIPLE LANGUAGES. ADDITIONALLY, THE CAHAC RECOMMENDED MAINTAINING A CROSS-CUTTING FOCUS ON VULNERABLE POPULATIONS (SUCH AS IMMIGRANTS, SENIORS, YOUTH, AND THE HOMELESS POPULATION) AND INCORPORATING HEALTH EDUCATION STRATEGIES WHEN ADDRESSING PRIORITIZED NEEDS,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. --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.
PART V, SECTION B, LINE 11: ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA 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:MCLEAN'S IMPLEMENTATION STRATEGY THAT ADDRESSES PRIORITIZED NEEDS IDENTIFIED IN THE 2016 COMMUNITY HEALTH NEEDS ASSESSMENT WAS APPROVED BY THE MCLEAN HOSPITAL BOARD OF TRUSTEES ON SEPTEMBER 15, 2016. THE IMPLEMENTATION STRATEGY, APPROVED BY THE MCLEAN HOSPITAL BOARD OF TRUSTEES ON JANUARY 19, 2017, FOCUSES ON PEOPLE AND FAMILIES AFFECTED BY PSYCHIATRIC ILLNESS AND SUBSTANCE USE DISORDERS WITHIN CHNA 17 SERVICE AREAS AND MIDDLEBOROUGH. FOR THE PERIOD 2017-2019, MCLEAN'S IMPLEMENTATION STRATEGY INCLUDES: EXPANDING PSYCHIATRIC SERVICES TO MEET COMMUNITY NEEDS IMPROVING COMMUNITY MENTAL HEALTH THROUGH INNOVATIVE PROGRAMS CARING FOR UNINSURED AND UNDERINSURED STRENGTHENING MENTAL HEALTH THROUGH EDUCATION FOR PROFESSIONALS, CONSUMERS AND THEIR FAMILIES, AND THE PUBLIC PROVIDING COMMUNITY SUPPORT AND CONTRIBUTIONS.SPAULDING REHABILITATION HOSPITAL CORPORATION:SPAULDING BOSTON'S COMMUNITY BENEFIT PROGRAM ADDRESSES FACTORS THAT IMPACT ACCESS TO CARE, AND THE HEALTH AND QUALITY OF LIFE OF OUR PATIENTS, THEIR FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE. EVERY THREE YEARS, THROUGH COMMUNITY HEALTH NEEDS ASSESSMENT, COLLABORATIVE PLANNING WITH COMMUNITY PARTNERS AND HOSPITAL LEADERSHIP, AND WITH PARTICULAR ATTENTION TO THE SOCIAL DETERMINANTS OF HEALTH AND OPPORTUNITIES FOR DISEASE PREVENTION AND WELLNESS PROMOTION, SPAULDING BOSTON DEVELOPS A COMPREHENSIVE COMMUNITY BENEFIT PLAN. BECAUSE BOSTON SPAULDING CARES FOR PATIENTS ACROSS MASSACHUSETTS, SOME OF ITS COMMUNITY BENEFIT PROGRAMS HAVE A STATEWIDE REACH. GIVEN THAT OVER HALF OF SPAULDING BOSTON'S PATIENTS RESIDE IN THIRTEEN METRO BOSTON COMMUNITIES, SEVERAL OF THE HOSPITAL'S COMMUNITY BENEFIT PROGRAMS TARGET THE METRO BOSTON AREA. FINALLY, AS THE HOME OF THE SPAULDING BOSTON HOSPITAL CAMPUS, WE ARE COMMITTED TO CONTRIBUTING TO THE HEALTH AND WELL-BEING OF THE CHARLESTOWN COMMUNITY AND ITS RESIDENTS. THEREFORE, SEVERAL OF SPAULDING BOSTON'S COMMUNITY BENEFIT PROGRAMS TARGET BOSTON'S CHARLESTOWN NEIGHBORHOOD. 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 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. WENTWORTH-DOUGLASS HOSPITAL:THE IMPLEMENTATION STRATEGY DESCRIBES HOW WENTWORTH-DOUGLASS HOSPITAL PLANS TO ADDRESS THE SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED IN THE 2016 CHNA. THE HOSPITAL REVIEWED THE CHNA FINDINGS AND APPLIED THE FOLLOWING CRITERIA TO DETERMINE THE MOST APPROPRIATE NEEDS FOR WENTWORTH-DOUGLASS HOSPITAL TO ADDRESS: THE EXTENT TO WHICH THE HOSPITAL HAS RESOURCES AND COMPETENCIES TO ADDRESS THE NEED; THE IMPACT THAT THE HOSPITAL COULD HAVE ON THE NEED (I.E., THE NUMBER OF LIVES THE HOSPITAL CAN IMPACT); THE FREQUENCY WITH WHICH STAKEHOLDERS IDENTIFIED THE NEED AS A SIGNIFICANT PRIORITY; AND THE EXTENT OF COMMUNITY SUPPORT FOR THE HOSPITAL TO ADDRESS THE ISSUE AND POTENTIAL FOR PARTNERSHIPS TO ADDRESS THE ISSUE.
PART V, LINE 16A-C: URLS FOR FINANCIAL ASSISTANCE POLICIES: HTTPS://WWW.PARTNERS.ORG/ASSETS/DOCUMENTS/FOR-PATIENTS/FINANCIAL-ASSISTANCE-BILLING/FINANCIAL-ASSISTANCE-POLICY.PDFHTTPS://WWW.PARTNERS.ORG/ASSETS/DOCUMENTS/FOR-PATIENTS/FINANCIAL-ASSISTANCE-BILLING/PARTNERS-FINANCIAL-ASSISTANCE-APPLICATION.PDFHTTPS://WWW.PARTNERS.ORG/ASSETS/DOCUMENTS/FOR-PATIENTS/FINANCIAL-ASSISTANCE-BILLING/GENERAL-INFORMATION-FINANCIAL-ASSISTANCE.PDFFOR WENTWORTH-DOUGLASS:HTTPS://WWW.WDHOSPITAL.ORG/FILES/5415/5387/0582/LD-71_-_FINANCIAL_AID_PROGRAM_2019.PDFHTTPS://WWW.WDHOSPITAL.ORG/FILES/2015/5423/2913/8241-41A.PDFHTTPS://WWW.WDHOSPITAL.ORG/FILES/1915/5387/0504/FINANCIAL_ASSISTANCE_POLICY_PLAIN_LANGUAGE__1-1-19.PDF
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 9
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?93
Name and address Type of Facility (describe)
1 1 - MGH SPORTS MEDICINE CENTER
175 CAMBRIDGE STREET 4TH FLOOR
BOSTON,MA02114
OUTPATIENT CLINIC
2 2 - MGH SLEEP DISORDERS TESTING UNIT
5 BLOSSOM STREET 2ND FLOOR
BOSTON,MA02114
OUTPATIENT CLINIC
3 3 - MGH OUTPATIENT CARE
275 CAMBRIDGE STREET 3RD FLOOR
BOSTON,MA02114
OUTPATIENT CLINIC
4 4 - MGH CHARLESTOWN MONUMENT STREET COUNSEL
76 MONUMENT STREET 1ST FLOOR
CHARLESTOWN,MA02129
OUTPATIENT CLINIC
5 5 - MASS GENERALNORTH SHORE CENTER FOR OUT
102 ENDICOTT STREET 1ST AND 2ND
FLOORS
DANVERS,MA02129
OUTPATIENT CLINIC & HEALTHCARE CENTER
6 6 - MGH BROADWAY PRIMARY CARE - REVERE
385 BROADWAY
REVERE,MA02151
OUTPATIENT CLINIC & HEALTHCARE CENTER
7 7 - MGH RADIATION ONCOLOGY AT NWH
2014 WASHINGTON STREET SOUTH WING
NEWTON,MA02462
OUTPATIENT CLINIC
8 8 - MGH HEALTH CENTER CHELSEA
100 EVERETT AVENUE 1ST FLOOR 16C
CHELSEA,MA02150
OUTPATIENT CLINIC & HEALTHCARE CENTER
9 9 - MGH CHARLESTOWN HEALTHCARE CENTER
73 HIGH STREET
CHARLESTOWN,MA02129
OUTPATIENT CLINIC & HEALTHCARE CENTER
10 10 - MGH CHELSEA HEALTHCARE CENTER
151 EVERETT AVENUE FLOORS 1-4
CHELSEA,MA02150
OUTPATIENT CLINIC & HEALTHCARE CENTER
11 11 - MGH EVERETT FAMILY CARE
19-23 NORWOOD STREET
EVERETT,MA02149
OUTPATIENT CLINIC & HEALTHCARE CENTER
12 12 - STUDENT HEALTH CENTER AT CHELSEA HIGH S
299 EVERETT AVENUE
CHELSEA,MA02150
OUTPATIENT CLINIC & HEALTHCARE CENTER
13 13 - EMERSON HOSPITAL MGH-RADIATION ONCOLOGY
ROUTE 2 JOHN CUMMINGS BUILDING
CONCORD,MA01742
OUTPATIENT CLINIC & HEALTHCARE CENTER
14 14 - MGH REVERE HEALTHCARE CENTER
300 OCEAN AVENUE 3RD FLOOR
REVERE,MA02151
OUTPATIENT CLINIC & HEALTHCARE CENTER
15 15 - MGH BACK BAY HEALTHCARE CENTER
388 COMMONWEALTH AVENUE
BOSTON,MA02115
OUTPATIENT CLINIC & HEALTHCARE CENTER
16 16 - MGH WEST
40 SECOND AVENUE 200 360 420 1110
21
WALTHAM,MA02154
OUTPATIENT CLINIC & HEALTHCARE CENTER
17 17 - MGH REVERE SCHOOL BASED HEALTH CENTER
101 SCHOOL STREET
REVERE,MA02151
OUTPATIENT CLINIC & HEALTHCARE CENTER
18 18 - LABORATORY FOR MOLECULAR MEDICINE
65 LANSDOWNE STREET 3RD FLOOR
CAMBRIDGE,MA02139
OUTPATIENT DIAGNOSTIC LABORATORY
19 19 - MGH VOICE DISORDER PROGRAM
ONE BOWDOIN SQUARE 7TH 11TH FLOOR
BOSTON,MA02114
OUTPATIENT CLINIC
20 20 - MGH CARDIOVASCULAR DISEASE PREVENTION CE
25 NEW CHARDON STREET SUITE 301
BOSTON,MA02114
OUTPATIENT CLINIC & HEALTHCARE CENTER
21 21 - YAWKEY CENTER FOR OUTPATIENT CARE
32 FRUIT STREET
BOSTON,MA02114
OUTPATIENT CLINIC
22 22 - MGH CHARLES RIVER PLAZA
165 CAMBRIDGE STREET 3RD 5TH
7TH-9TH FL
BOSTON,MA02114
OUTPATIENT CLINIC
23 23 - BROOKSIDE COMMUNITY HEALTH CENTER
3297 WASHINGTON STREET
BOSTON,MA02130
OUTPATIENT CLINIC & HEALTHCARE CENTER
24 24 - SOUTHERN JAMAICA PLAIN HEALTH CENTER
640 CENTRE STREET
JAMAICA PLAIN,MA02130
OUTPATIENT CLINIC & HEALTHCARE CENTER
25 25 - BRIGHAM AND WOMEN'S HEALTH CARE CTR
850 BOYLSTON STREET
CHESTNUT HILL,MA02467
OUTPATIENT CLINIC & HEALTHCARE CENTER
26 26 - BWH ADVANCED MRI CENTER
221 LONGWOOD AVENUE GROUND LEVEL
BOSTON,MA02115
OUTPATIENT CLINIC
27 27 - BRIGHAM DERMATOLOGY ASSOCIATES
221 LONGWOOD AVENUE 1ST FLOOR
BOSTON,MA02115
OUTPATIENT CLINIC
28 28 - BWH ENDOCRINOLOGY AND METABOLIC SERVICES
221 LONGWOOD AVENUE 2ND FLOOR
BOSTON,MA02115
OUTPATIENT CLINIC
29 29 - BWH BEHAVIORAL AND COGNITIVE NEUROLOGY
221 LONGWOOD AVENUE RFB MEZZANINE
BOSTON,MA02115
OUTPATIENT CLINIC
30 30 - BWH OUTPATIENT PSYCHIATRY
221 LONGWOOD AVENUE 4TH FLOOR
BOSTON,MA02115
OUTPATIENT CLINIC
31 31 - BWH IMMUNOLOGY LAB
221 LONGWOOD AVENUE BL-059
BOSTON,MA02115
CLINICAL LABORATORY
32 32 - BWH NEWBORN MEDICINE
221 LONGWOOD AVENUE BLI L 1 3
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 AND WOMEN'S HOSPITAL MOHS AND D
1153 CENTRE STREET SUITE 4349
BOSTON,MA02130
OUTPATIENT CLINIC
35 35 - BRIGHAM AND WOMEN'S MRI - WEST BRIDGEWATER
711 WEST CENTER STREET
WEST BRIDGEWATER,MA02379
OUTPATIENT CLINIC
36 36 - BRIGHAM AND WOMEN'S HOSPITAL ADVANCED P
301 SOUTH HUNTINGTON AVENUE
JAMAICA PLAIN,MA02115
OUTPATIENT CLINIC
37 37 - KRAFT FAMILY BLOOD DONOR CTR AT DFCI
35 BINNEY STREET 1ST FLOOR
BOSTON,MA02115
BLOOD DONOR CENTER
38 38 - NSMC OUTPATIENT SERVICES
1 HUTCHINSON DRIVE 1ST FLOOR
DANVERS,MA01923
OUTPATIENT CLINIC
39 39 - NSMC PROFESSIONAL SERVICES
HIGHLAND HALL 55 HIGHLAND AVENUE
SALEM,MA01970
OUTPATIENT CLINIC
40 40 - NORTH SHORE MEDICAL CENTER OUTP
HARTMAN HALL 490 LYNNFIELD STREET
LYNN,MA01904
OUTPATIENT CLINIC
41 41 - RADIOLOGY SERVICES AT LYNN COMMUNITY H
269 UNION STREET
LYNN,MA01901
OUTPATIENT CLINIC
42 42 - NSMC MAGNETIC IMAGING
4 CENTENNIAL DRIVE SUITE 104
PEABODY,MA01960
OUTPATIENT CLINIC
43 43 - NORTH SHORE MEDICAL CENTER ULTRASOUND AT
383 PARADISE ROAD
SWAMPSCOTT,MA01907
OUTPATIENT CLINIC
44 44 - NEWTON-WELLESLEY FAMILY MEDICINE
111 NORFOLK AVENUE 1ST FLOOR
WALPOLE,MA02081
OUTPATIENT CLINIC
45 45 - NEWTON-WELLESLEY URGENT CARE - WALTHAM
DEVINCENT BUILDING 9 HOPE AVENUE
WALTHAM,MA02453
OUTPATIENT CLINIC
46 46 - NEWTON-WELLESLY HOSPITAL HAND THERAPY
830 BOYLSTON STREET SUITE 212
CHESTNUT HILL,MA02467
OUTPATIENT CLINIC
47 47 - NEWTON-WELLESLEY AMBULATORY CARE CENTER
307 WEST CENTRAL STREET 1ST FLOOR
NATICK,MA01760
OUTPATIENT CLINIC
48 48 - NEWTON-WELLESLEY SLEEP CENTER AT NEWTON
2345 COMMONWEALTH AVENUE BUILDING C
NEWTON,MA02446
OUTPATIENT CLINIC
49 49 - NEWTON-WELLESLEY HOSPITAL REMOTE RADIOL
2000 WASHINGTON STREET
NEWTON,MA02462
OUTPATIENT CLINIC
50 50 - NEWTON-WELLESLEY OUTPATIENT SURGERY CTR
25 WASHINGTON STREET
WELLESLEY,MA02481
OUTPATIENT CLINIC
51 51 - NEWTON-WELLESLEY AMBULATORY CARE CENTER
159 WELLS AVENUE
NEWTON,MA02459
OUTPATIENT CLINIC
52 52 - MCLEAN SOUTHEAST
23 ISAAC STREET
MIDDLEBOROUGH,MA02346
OUTPATIENT CLINIC
53 53 - SPAULDING OUTPATIENT CENTER - BRIGHTON
20 GUEST STREET SUITE 150
BOSTON,MA02135
OUTPATIENT CLINIC
54 54 - SPAULDING OUTPATIENT CENTER - FRAMINGHAM
570 WORCESTER ROAD
FRAMINGHAM,MA01702
OUTPATIENT CLINIC
55 55 - SPAULDING OUTPATIENT CENTER - MEDFORD
101 MAIN STREET SUITE 101 AND
118-119
MEDFORD,MA02155
OUTPATIENT CLINIC
56 56 - SPAULDING OUTPATIENT CENTER - WELLESLEY
65 WALNUT STREET
WELLESLEY,MA02181
OUTPATIENT CLINIC
57 57 - SPAULDING OUTPATIENT CENTER - BRAINTREE
300 GRANITE STREET 1ST FLOOR
BRAINTREE,MA02184
OUTPATIENT CLINIC
58 58 - SPAULDING OUTPATIENT CENTER - DOWNTOWN
294 WASHINGTON STREET SUITE 215
BOSTON,MA02114
OUTPATIENT CLINIC
59 59 - SPAULDING OUTPATIENT CENTER - CAMBRIDGE
1575 CAMBRIDGE STREET 1ST FLOOR
CAMBRIDGE,MA02138
OUTPATIENT CLINIC
60 60 - SPAULDING OUTPATIENT CENTER FOR CHILDREN
1 MAGUIRE ROAD 1ST FLOOR
LEXINGTON,MA02421
OUTPATIENT CLINIC
61 61 - SPAULDING OUTPATIENT CENTER - WESTBOROUGH
112 TURNPIKE ROAD SUITE 301
WESTBOROUGH,MA01581
OUTPATIENT CLINIC
62 62 - SPAULDING OUTPATIENT CENTER - PEABODY
4 CENTENNIAL DRIVE
PEABODY,MA01960
OUTPATIENT CLINIC
63 63 - SPAULDING OUTPATIENT CENTER - MARBLEHEAD
40 LEGGIS HILL ROAD
MARBLEHEAD,MA01945
OUTPATIENT CLINIC
64 64 - SPAULDING OUTPATIENT CENTER - MIDDLETON
147 SOUTH MAIN STREET
MIDDLETON,MA01949
OUTPATIENT CLINIC
65 65 - SPAULDING OUTPATIENT CENTER - CAPE ANN
1 BLACKBURN DRIVE
GLOUCESTER,MA01930
OUTPATIENT CLINIC
66 66 - SPAULDING OUTPATIENT CENTER - MARBLEHEAD
4 COMMUNITY ROAD
MARBLEHEAD,MA01945
OUTPATIENT CLINIC
67 67 - SPAULDING OUTPATIENT CENTER - LYNN
583 CHESTNUT STREET 3RD FLOOR
LYNN,MA01904
OUTPATIENT CLINIC
68 68 - SPAULDING OUTPATIENT CENTER - SALEM
35 CONGRESS STREET 2ND FLOOR
SALEM,MA01970
OUTPATIENT CLINIC
69 69 - SPAULDING OUTPATIENT CENTER - QUINCY
79 CODDINGTON STREET 2ND FLOOR
QUINCY,MA02169
OUTPATIENT CLINIC
70 70 - SPAULDING OUTPATIENT CENTER - EMILSON
75 MILL STREET
HANOVER,MA02339
OUTPATIENT CLINIC
71 71 - SPAULDING MALDEN
350 MAIN STREET 1ST FLOOR
MALDEN,MA02148
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 - SPORTS MEDICINE AND PT ASSOCIATES OF NCH
6 BAYBERRY COURT GROUND LEVEL
NANTUCKET,MA02554
OUTPATIENT CLINIC
78 78 - COOLEY DICKINSON SOUTH DEERFIELD CENTER
21 B ELM STREET 1ST FLOOR
SOUTH DEERFIELD,MA01373
OUTPATIENT CLINIC
79 79 - COOLEY DICKINSON HOSPITAL
170 UNIVERSITY DRIVE
AMHERST,MA01002
OUTPATIENT CLINIC
80 80 - THE COOLEY DICKINSON HOSPITAL OUTPATIENT
10 COLLEGE HIGHWAY
SOUTHAMPTON,MA01073
OUTPATIENT CLINIC
81 81 - COOLEY DICKINSON HOSPITAL REHAB SERV
58 OLD NORTH ROAD SUITE 1
WORTHINGTON,MA01098
OUTPATIENT REHAB CLINIC
82 82 - COOLEY DICKINSON HOSPITAL REHAB SERV
380 RUSSELL STREET 1ST FLOOR
HADLEY,MA01035
OUTPATIENT REHAB CLINIC
83 83 - COOLEY DICKINSON HOSPITAL P& OCC T
4 WEST STREET 2ND FLOOR
WEST HATFIELD,MA01088
OUTPATIENT CLINIC
84 84 - COOLEY DICKINSON HOSPITAL P S & OCC T
8 ATWOOD DRIVE
NORTHAMPTON,MA01060
OUTPATIENT CLINIC
85 85 - COOLEY DICKINSON HOSPITAL OUTPATIENT DIAG
22 ATWOOD DRIVE
NORTHAMPTON,MA01060
DIAGNOSTIC SERVICES
86 86 - SEACOAST CANCER CENTER
10 MEMBERS WAY SUITE 200
DOVER,NH03820
SPECIALTY CARE PRACTICE
87 87 - LEE OTPTIMAGING
65 CALEF HIGHWAY
LEE,NH03861
OCCUPATIONAL/PHYSICAL THERAPY/IMAGING
88 88 - EXPRESS CARE DOVER
781 CENTRAL AVENUE
DOVER,NH03820
EXPRESS CARE
89 89 - WDH PROFESSIONAL CENTER
10 MEMBERS WAY
DOVER,NH03820
DIAGNOSTIC SERVICES
90 90 - EXPRESS CARE LEE
65 CALEF HIGHWAY
LEE,NH03861
EXPRESS CARE
91 91 - DIAGNOSTIC CARDIOLOGY
19 OLD ROLLINSFORD ROAD
DOVER,NH03820
CARDIOLOGY SERVICES
92 92 - DURHAM REHAB & SPORTS THERAPY CENTER
16 JENKINS COURT
DURHAM,NH03824
SPECIALTY CARE PRACTICE
93 93 - WDH EARLY LEARNING CENTER
789 CENTRAL AVENUE
DOVER,NH03820
CHILDCARE SERVICES
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 10
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
SCHEDULE H - PART I - SUPPLEMENTAL INFORMATION PART I, LINE 3C: PARTNERS HEALTHCARE AFFILIATED ENTITIES 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. PARTNERS POST-ACUTE CARE AND BEHAVIORAL HEALTH HOSPITALS WILL WORK WITH PATIENTS WHO HAVE A DEMONSTRATED FINANCIAL NEED TO PROVIDE FINANCIAL ASSISTANCE TO THOSE PATIENTS SEEKING CARE IN THOSE SETTINGS.
PART I, LINE 7: THE AMOUNTS REPORTED ON THE CHARITY CARE AND OTHER COMMUNITY BENEFITS TABLE ARE CALCULATED USING THE BEST AVAILABLE DATA USING A COST ACCOUNTING SYSTEM OR A COST TO CHARGE RATIO. IN MOST CASES, A COST ACCOUNTING SYSTEM WAS USED, AND THE SYSTEM ADDRESSES ALL PATIENT SEGMENTS AND DIRECTLY ASSIGNS COSTS TO INDIVIDUAL SERVICES.
PART II: COMMUNITY BUILDING ACTIVITIES PARTNERS' HOSPITALS ARE WORKING TO DEVELOP A PROCESS TO QUANTIFY THE EXPENDITURES ASSOCIATED WITH THE VARIOUS COMMUNITY BUILDING ACTIVITIES TO BE REPORTED IN PART II. BELOW IS A DESCRIPTION OF SOME OF THESE ACTIVITIES THAT TOOK PLACE DURING THE REPORTING PERIOD. BUILDING A STRONG HEALTH CARE WORKFORCEPARTNERS HEALTHCARE'S COMMITMENT TO PROVIDING ACCESS TO JOBS WITH FAMILY-SUSTAINING WAGES, EXCELLENT BENEFITS, AND OPPORTUNITIES FOR ADVANCEMENT IS A FOUNDATIONAL PRINCIPLE FOR PARTNERS' WORKFORCE DEVELOPMENT PROGRAMS. THROUGH CAREER PIPELINES FOR YOUTH, ADULT COMMUNITY RESIDENTS, AND CURRENT WORKERS, PARTNERS CREATES EMPLOYMENT, TRAINING, AND EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS AND CONTRIBUTES TO THE ECONOMIC HEALTH OF COMMUNITIES IN WHICH THEY LIVE.--THOUSANDS OF PARTNERS EMPLOYEES HAVE PARTICIPATED IN INTERNAL SKILL DEVELOPMENT OPPORTUNITIES.--MORE THAN 600 ADULT COMMUNITY RESIDENTS HAVE GRADUATED FROM OUR HEALTH CARE TRAINING AND EDUCATION PROGRAM OVER THE PAST 14 YEARS.--MORE THAN 400 STUDENTS EACH YEAR ARE EMPLOYED BY BRIGHAM AND WOMEN'S HOSPITAL (BWH), BRIGHAM AND WOMEN'S FAULKNER HOSPITAL (BWFH), MASSACHUSETTS GENERAL HOSPITAL (MGH), AND NORTH SHORE MEDICAL CENTER (NSMC) DURING THE SUMMER. PARTNERS OFFERS MENTORING, ACADEMIC TUTORING, CAREER EXPOSURE, AND SCHOLARSHIP PROGRAMS TO AREA HIGH SCHOOL STUDENTSSUSTAINABLE INITIATIVES AT PARTNERSAS A HEALTH CARE LEADER IN THE BOSTON AREA, PARTNERS RECOGNIZES ITS RESPONSIBILITY TO LEAD BY EXAMPLE AND BECAUSE OF THAT HAS LAUNCHED A SUSTAINABILITY INITIATIVE TO REDUCE OUR IMPACT ON THE ENVIRONMENT. THE SUSTAINABILITY PROGRAM OPERATES ON TWO LEVELS. THE FIRST, COOPERATION WITH PEER HOSPITALS ACROSS THE COUNTRY. THE SECOND IS IMPLEMENTATION OF PROJECTS AT THE LOCAL LEVEL. THESE PROJECTS ARE INITIATIVES THAT OFTEN COME FROM EMPLOYEE IDEASEVERYTHING FROM RECYCLING BLUE WRAP, THE MATERIALS THAT WRAP SURGICAL INSTRUMENTS FOR OPERATING ROOMS, TO REPLACING BOTTLED WATER WITH FILTERED TAP WATER ON PATIENT FLOORSAND DISSEMINATING THESE IDEAS THROUGHOUT THE PARTNERS SYSTEM.
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 THOUSANDS OF DOLLARS)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 $165,861 AND $139,554 IN 2018 AND 2017, RESPECTIVELY. THE ESTIMATED COST OF PROVIDING THESE SERVICES WAS APPROXIMATELY $60,660 AND $49,501 FOR 2018 AND 2017, 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: 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 A LOW INCOME PATIENT BY THE OFFICE OF MEDICAID (EXCEPT FOR DENTAL-ONLY LOW INCOME PATIENTS), OR ENROLLED IN MASSHEALTH, CHILDREN'S MEDICAL SECURITY PLAN (CMSP) WITH A MAGI FAMILY INCOME EQUAL TO OR LESS THAN 300% OF THE FPG, EMERGENCY AID TO THE ELDERLY, DISABLED, AND CHILDREN (EAEDC), AND HEALTH SAFETY NET (FULL OR PARTIAL) EXCEPTING DEDUCTIBLES AND CO-PAYMENTS DETERMINED BY THOSE PROGRAMS TO BE A PATIENT RESPONSIBILITY, AND COPAYMENTS FROM ANY THIRD-PARTY PAYER EXCEPT MEDICARE. IF IT IS DETERMINED THAT A PATIENT WAS ENROLLED IN ONE OF THOSE CATEGORIES, THEN ALL COLLECTION ACTIONS (EXCEPT APPLICABLE CO-PAYMENTS AND HSN 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 APERIOD 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 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 AS WELL AS THE FY'18 COMMUNITY BENEFIT REPORTS THAT WERE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL FOUND AT: HTTPS://MASSAGO.ONBASEONLINE.COM/MASSAGO/1801CBS/ANNUALREPORT.ASPXWENTWORTH-DOUGLASS FILES IT COMMUNITY BENEFIT REPORT WITH THE NH DEPARTMENT OF JUSTICE FOUND AT: HTTPS://WWW.DOJ.NH.GOV/CHARITABLE-TRUSTS/COMMUNITY-BENEFITS-2018.HTM
PART VI, LINE 3: THE HOSPITAL WILL SEEK TO IDENTIFY PATIENTS WHO MAY BE UNINSURED OR INADEQUATELY INSURED IN ORDER TOPROVIDE COUNSELING AND ASSISTANCE. THE HOSPITAL WILL PROVIDE FINANCIAL COUNSELING TO THESE PATIENTSAND 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 INSTATES OTHER THAN MASSACHUSETTS), AND PROVIDING INFORMATION REGARDING ALL ACCEPTABLE METHODS OFPAYMENT OF THE HOSPITAL BILL. THE HOSPITAL WILL ENCOURAGE PATIENTS WHO ARE POTENTIALLY ELIGIBLE FORCOVERAGE FROM STATE PROGRAMS OR OTHER GOVERNMENT PROGRAMS TO APPLY FOR COVERAGE AND SHALL ASSISTTHE PATIENT IN APPLYING FOR BENEFITS. PATIENTS MAY ALSO APPLY FOR AND BE APPROVED FOR COVERAGE BYTHE HSN FOR CO-INSURANCE OR DEDUCTIBLES NOT COVERED BY THEIR PRIMARY INSURANCE PLAN.THE HOSPITAL WILL POST A NOTICE (SIGNS) OF THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS ANDDESCRIBE WHERE TO GO TO FOR ASSISTANCE IN THE FOLLOWING LOCATIONS:1. INPATIENT, CLINIC, EMERGENCY DEPARTMENT, AND COMMUNITY HEALTH CENTER ADMISSION AND/ORREGISTRATION AREAS;2. FINANCIAL COUNSELING WAITING AREAS3. CENTRAL ADMISSION/REGISTRATION AREAS THAT ARE OPEN TO PATIENTS4. BUSINESS OFFICE WAITING AREAS THAT ARE OPEN TO PATIENTSSIGNS WILL BE TRANSLATED INTO OTHER LANGUAGES TO THE EXTENT THAT THE LANGUAGE IS THE PRIMARY LANGUAGEOF MORE THAN 10% OF RESIDENTS IN THE HOSPITAL'S SERVICE. SIGNS WILL GENERALLY BE POSTED IN ENGLISHAND 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 OTHERLANGUAGE NEEDS.STANDARD NOTICES WILL BE PROVIDED TO ALL PATIENTS AT THE TIME OF THEIR INITIAL REGISTRATION WITH PARTNERSHEALTHCARE. THESE NOTICES WILL ALSO BE MADE WIDELY AVAILABLE THROUGHOUT ALL HOSPITALS AND HEALTHCENTERS AND ROUTINELY OFFERED TO EXISTING PATIENTS WHENEVER THEY ARE EXPECTED TO HAVE AN OUT-OF-POCKETLIABILITY. COMPLETE COPIES OF THIS POLICY AND THE PHS FINANCIAL ASSISTANCE POLICY AND PHSUNINSURED PATIENT DISCOUNT POLICY WILL ALSO BE MADE AVAILABLE TO PATIENTS AS REQUIRED. BOTH POLICIESWILL ALSO BE POSTED ON THE INTERNET AT WWW.PARTNERS.ORG/PATIENTBILLING WITH LINKS TO THE HOMEPAGES OFALL HOSPITAL ENTITIES IN READILY IDENTIFIABLE LOCATIONS. WENTWORTH-DOUGLASS:WDH AND WDPC TAKE AN ACTIVE ROLE IN ASSISTING PATIENTS WHO MAY BE INTERESTED AND QUALIFY FOR FINANCIAL ASSISTANCE, WHETHER IT IS STATE, FEDERAL OR OUR OWN CHARITY CARE BENEFITS. OUR FAMILY RESOURCE/COMMUNITY BENEFITS DEPARTMENT HAS SEVERAL PROCESSES IN PLACE TO ENSURE PATIENTS ARE AWARE OF THE FINANCIAL ASSISTANCE AVAILABLE TO THEM. PATIENTS CAN LEARN MORE ABOUT THESE PROGRAMS BY VISITING OUR WEBSITE, READING OUR FOUNDATION NEWSLETTER, OR CONTACTING OUR FINANCIAL ASSISTANCE OFFICE. FROM THE TIME OF REGISTRATION THROUGH OUR BILLING PROCESS, PATIENTS HAVE AVAILABLE THE OPPORTUNITY TO OBTAIN AN APPLICATION FOR FINANCIAL ASSISTANCE AS WELL AS OUR FINANCIAL ASSISTANCE POLICY. ALL SELF-PAY PATIENTS AT THE TIME OF REGISTRATION ARE PROVIDED WITH OUR CHARITY CARE COVER LETTER AND APPLICATION, WITH INFORMATION ABOUT THE CHARITY CARE PROGRAM AND DETAILS ON HOW TO CONTACT OUR FINANCIAL ASSISTANCE REPRESENTATIVE(S). OUR REPRESENTATIVES ALSO SEE MANY PATIENTS WHILE THEY ARE HERE FOR SERVICES. SOCIAL WORK SERVICES AND COMMUNITY BENEFITS TEAM UP TO ASSIST AND MAKE SURE OUR PATIENTS ARE RECEIVING THE OPPORTUNITIES TO GET ANY AND ALL ASSISTANCE AVAILABLE TO THEM. WE SEND FIVE BILLING STATEMENTS TO OUR PATIENTS WITH THE FINANCIAL ASSISTANCE GUIDELINES AND CONTACT INFORMATION IF PATIENTS FEEL THEY MAY MEET THESE GUIDELINES AND NEED ASSISTANCE WITH THEIR BILL(S).
PART VI, LINE 4: PARTNERS HEALTHCARE IS COMMITTED TO WORKING WITH COMMUNITY RESIDENTS AND ORGANIZATIONS TO MAKE MEASURABLE, SUSTAINABLE IMPROVEMENTS IN THE HEALTH STATUS OF UNDERSERVED POPULATIONS. AS A SYSTEM, PARTNERS HEALTHCARE MAKES A SIGNIFICANT COMMITMENT TO COMMUNITY HEALTH. THROUGH INITIATIVES THAT INCLUDE ACCESS TO HEALTH CARE, PREVENTION, AND WORKFORCE DEVELOPMENT, PARTNERS AND ITS HOSPITALS ARE MAKING A DIFFERENCE IN THE COMMUNITIES IN WHICH WE LIVE AND WORK. PARTNERS HAS A DEEP COMMITMENT TO COMMUNITY HEALTH CENTERS. SINCE ITS FOUNDING IN 1994, PARTNERS AND ITS HOSPITALS HAVE PROVIDED MORE THAN $83M TO ENSURE THAT HEALTH CENTERS HAVE THE SPACE AND TECHNOLOGY THEY NEED TO PROVIDE PATIENTS WITH EXCELLENT CARE. HTTPS://MASSAGO.ONBASEONLINE.COM/MASSAGO/1801CBS/DISPLAYREPORT.ASPX?SID=02B56074F26C3DD3109B538C0F4F5C51&OBJID=0B30C19D43CFD489FB7398F844FD830D
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.
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 AND WENTWORTH-DOUGLASS 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.
PART VI, LINE 7: STATE OF FILING COMMUNITY BENEFIT REPORT: 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 AND THE NEW HAMPSHIRE DEPARTMENT OF JUSTICE IN THE CASE OF WENTWORTH-DOUGLASS HOSPITAL. COORDINATING ACTIVITIES ON A SYSTEM-WIDE BASIS IS MATT FISHMAN, VICE PRESIDENT FOR COMMUNITY HEALTH FOR PARTNERS HEALTHCARE.
Schedule H (Form 990) 2019
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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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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
noncash assistance
(h) Purpose of grant
or assistance
(1) THE MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET
BOSTON,MA02114
04-1564655 501(C)(3) 301,134,066       TO SUPPORT TAX EXEMPT AFFILIATE
(2) THE GENERAL HOSPITAL CORPORATION
55 FRUIT STREET
BOSTON,MA02114
04-2697983 501(C)(3) 27,354,950       TO SUPPORT TAX EXEMPT AFFILIATE
(3) THE SPAULDING REHABILITATION HOSPITAL CORP
300 FIRST AVENUE
CHARLESTOWN,MA02129
04-2551124 501(C)(3) 14,000,000       TO SUPPORT TAX EXEMPT AFFILIATE
(4) FRC INC
101 MERRIMAC STREET
BOSTON,MA02114
22-2632121 501(C)(3) 12,194,650       TO SUPPORT TAX EXEMPT AFFILIATE
(5) SPAULDING HOSPITAL - CAMBRIDGE INC
1575 CAMBRIDGE STREET
CAMBRIDGE,MA02138
27-0273715 501(C)(3) 5,399,380       TO SUPPORT TAX EXEMPT AFFILIATE
(6) PARTNERS CONTINUING CARE INC
800 BOYLSTON STREET
BOSTON,MA02199
26-0003495 501(C)(3) 4,330,927       TO SUPPORT TAX EXEMPT AFFILIATE
(7) REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION
311 SERVICE ROAD
EAST SANDWICH,MA02537
04-3071419 501(C)(3) 1,518,118       TO SUPPORT TAX EXEMPT AFFILIATE
(8) MCLEAN HEALTHCARE INC
115 MILL STREET
BELMONT,MA02478
20-4572876 501(C)(3) 16,970,297       TO SUPPORT TAX EXEMPT AFFILIATE
(9) BRIGHAM HEALTH INC
75 FRANCIS STREET
BOSTON,MA02115
04-2921338 501(C)(3) 245,235,089       TO SUPPORT TAX EXEMPT AFFILIATE
(10) THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREET
BOSTON,MA02115
04-2312909 501(C)(3) 32,357,382       TO SUPPORT TAX EXEMPT AFFILIATE
(11) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION
75 FRANCIS STREET
BOSTON,MA02115
04-3466314 501(C)(3) 38,686,014       TO SUPPORT TAX EXEMPT AFFILIATE
(12) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC
1153 CENTRE STREET
BOSTON,MA02130
04-2768256 501(C)(3) 133,766       TO SUPPORT TAX EXEMPT AFFILIATE
(13) NSMC HEALTHCARE INC
81 HIGHLAND AVENUE
SALEM,MA01970
04-3294420 501(C)(3) 4,106,846       TO SUPPORT TAX EXEMPT AFFILIATE
(14) NORTH SHORE MEDICAL CENTER INC
81 HIGHLAND AVENUE
SALEM,MA01970
04-3399616 501(C)(3) 19,304,402       TO SUPPORT TAX EXEMPT AFFILIATE
(15) NORTH SHORE PHYSICIANS GROUP INC
81 HIGHLAND AVENUE
SALEM,MA01970
04-3080484 501(C)(3) 7,627,325       TO SUPPORT TAX EXEMPT AFFILIATE
(16) NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STREET
NEWTON,MA02462
04-2103611 501(C)(3) 6,112,425       TO SUPPORT TAX EXEMPT AFFILIATE
(17) NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUNDATION
2014 WASHINGTON STREET
NEWTON,MA02462
04-3455952 501(C)(3) 6,833,629       TO SUPPORT TAX EXEMPT AFFILIATE
(18) NEWTON-WELLESLEY CHILDREN'S CORNER INC
2014 WASHINGTON STREET
NEWTON,MA02462
04-2650246 501(C)(3) 19,244       TO SUPPORT TAX EXEMPT AFFILIATE
(19) NEWTON-WELLESLEY HEALTHCARE SYSTEM INC
2014 WASHINGTON STREET
NEWTON,MA02462
20-4295282 501(C)(3) 37,953,873       TO SUPPORT TAX EXEMPT AFFILIATE
(20) NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREET
NANTUCKET,MA02554
04-2103823 501(C)(3) 19,988,000       TO SUPPORT TAX EXEMPT AFFILIATE
(21) WNR INC
1 LINTON LANE
OAK BLUFFS,MA02557
04-3419920 501(C)(3) 900,000       TO SUPPORT TAX EXEMPT AFFILIATE
(22) COOLEY DICKINSON HOSPITAL INC
30 LOCUST STREET
NORTHAMPTON,MA01060
22-2617175 501(C)(3) 27,909,835       TO SUPPORT TAX EXEMPT AFFILIATE
(23) CD PRACTICE ASSOCIATES INC
POBOX 911
NORTHAMPTON,MA01060
04-3194547 501(C)(3) 14,400,000       TO SUPPORT TAX EXEMPT AFFILIATE
(24) THE MGH INSTITUTE OF HEALTH PROFESSIONS INC
36 FIRST AVE
CHARLESTOWN,MA02129
04-2868893 501(C)(3) 129,900       TO SUPPORT TAX EXEMPT AFFILIATE
(25) WENTWORTH-DOUGLASS PHYSICIAN CORPORATION
789 CENTRAL AVENUE
DOVER,NH03820
02-0497927 501(C)(3) 47,553,000       TO SUPPORT TAX EXEMPT AFFILIATE
(26) WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION
789 CENTRAL AVENUE
DOVER,NH03820
51-0491062 501(C)(3) 1,508,000       TO SUPPORT TAX EXEMPT AFFILIATE
(27) PARTNERS HEALTHCARE SYSTEM INC
800 BOYLSTON STREET
BOSTON,MA02199
04-3230035 501(C)(3) 188,331,282       TO SUPPORT TAX EXEMPT AFFILIATE
(28) HARVARD MEDICAL SCHOOL
25 SHATTUCK STREET
BOSTON,MA02115
04-2103580 501(C)(3) 4,291,769       COMMUNITY BENEFIT PROGRAM
(29) NORTH END WATERFRONT
332 HANOVER STREET
BOSTON,MA02113
501(C)(3) 3,570,816       COMMUNITY BENEFIT PROGRAM
(30) HARVARD MEDICAL SCHOOL
25 SHATTUCK STREET
BOSTON,MA02115
04-2103580 501(C)(3) 3,117,546       COMMUNITY BENEFIT PROGRAM
(31) LYNN COMMUNITY HEALTH CENTER
269 UNION STREET
LYNN,MA01901
04-2525066 501(C)(3) 2,085,752       COMMUNITY BENEFIT PROGRAM
(32) EAST BOSTON NHC
10 GOVE STREET
EAST BOSTON,MA02128
23-7425849 501(C)(3) 1,459,000       COMMUNITY BENEFIT PROGRAM
(33) BRIDGEWELL
10 DEARBORN ROAD
PEABODY,MA01960
04-2477820 501(C)(3) 1,309,079       COMMUNITY BENEFIT PROGRAM
(34) HEALTH RESOURCES IN ACTION (HRIA)
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
04-2229839 501(C)(3) 904,056       COMMUNITY BENEFIT PROGRAM
(35) ROXBURY TENANTS OF HARVARD ASSOCIATION
11 NEW WHITNEY STREET
BOSTON,MA02115
04-2555987 501(C)(3) 588,852       COMMUNITY BENEFIT PROGRAM
(36) NORTH SHORE COMMUNITY HEALTH
27 CONGRESS STREET
SALEM,MA01970
04-2610447 501(C)(3) 473,779       COMMUNITY BENEFIT PROGRAM
(37) NEW HAMPSHIRE HEALTH PROTECTION PROGRAM
125 AIRPORT ROAD
CONCORD,NH03301
02-0275078 501(C)(3) 446,432       COMMUNITY BENEFIT PROGRAM
(38) HARVARD MEDICAL SCHOOL
25 SHATTUCK STREET
BOSTON,MA02115
04-2103580 501(C)(3) 292,050       COMMUNITY BENEFIT PROGRAM
(39) BOYS & GIRLS CLUB OF BOSTON
50 CONGRESS STREET SUITE 730
BOSTON,MA02109
04-2103922 501(C)(3) 251,267       COMMUNITY BENEFIT PROGRAM
(40) HEALTH IMPERATIVES
942 WEST CHESTNUT STREET
BROCKTON,MA02301
04-2609177 501(C)(3) 226,271       COMMUNITY BENEFIT PROGRAM
(41) MISSION HILL NEIGHBORHOOD HOUSING SERVICES
1620 TREMONT STREET
BOSTON,MA02120
23-7428011 501(C)(3) 201,000       COMMUNITY BENEFIT PROGRAM
(42) CAMP HARBOR VIEW FOUNDATION
C/O THE CONNORS FAMILY OFFICE 200
CLARENDON STREET 60TH FLOOR
BOSTON,MA02116
75-3235491 501(C)(3) 200,000       COMMUNITY BENEFIT PROGRAM
(43) HEALTH RESOURCES IN ACTION (HRIA)
ATTN FINANCE DEPT 95 BERKELEY
STREET
BOSTON,MA02116
04-2229839 501(C)(3) 200,000       COMMUNITY BENEFIT PROGRAM
(44) GREATER LYNN SENIOR SERVICES INC
8 SILSBEE STREET
LYNN,MA01901
04-2581129 501(C)(3) 181,932       COMMUNITY BENEFIT PROGRAM
(45) BOSTON HEALTHCARE FOR THE HOMELESS
729 MASSACHUSETTS AVENUE
BOSTON,MA02118
04-3160480 501(C)(3) 181,204       COMMUNITY BENEFIT PROGRAM
(46) HABITAT FOR HUMANITY
PO BOX 1022 / 35 OLD SOUTH ROAD
NANTUCKET,MA02554
04-3553383 501(C)(3) 175,000       COMMUNITY BENEFIT PROGRAM
(47) HEALTH RESOURCES IN ACTION (HRIA)
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
04-2229839 501(C)(3) 129,840       COMMUNITY BENEFIT PROGRAM
(48) CITY OF DOVER POLICE
262 SIXTH STREET
DOVER,NH03820
501(C)(1) 125,000       COMMUNITY BENEFIT PROGRAM
(49) WHITTIER STREET HEALTH CENTER
1290 TREMONT STREET
ROXBURY,MA02120
04-2619517 501(C)(3) 116,353       COMMUNITY BENEFIT PROGRAM
(50) EDWARD M KENNEDY ACADEMY
360 HUNTINGTON AVENUE - 102CA
BOSTON,MA02115
04-3286409 501(C)(3) 115,000       COMMUNITY BENEFIT PROGRAM
(51) GOODWIN COMMUNITY HEALTH
311 ROUTE 108
SOMERSWORTH,NH03878
02-0304203 501(C)(3) 110,000       COMMUNITY BENEFIT PROGRAM
(52) JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT COOPERATION
31 GERMANIA STREET
JAMAICA PLAIN,MA02130
04-2652919 501(C)(3) 102,095       COMMUNITY BENEFIT PROGRAM
(53) GOSNOLD ON NANTUCKET
200 TER HEUN DRIVE
FALMOUTH,MA02540
04-2502970 501(C)(3) 100,000       COMMUNITY BENEFIT PROGRAM
(54) TRIANGLE CLUB
120 BROADWAY
DOVER,NH03820
22-2533853 501(C)(3) 92,640       COMMUNITY BENEFIT PROGRAM
(55) STRAFFORD HEALTH ALLIANCE
200 ROUTE 108 SUITE 3
SOMERSWORTH,NH03878
02-0389434 501(C)(3) 83,666       COMMUNITY BENEFIT PROGRAM
(56) COLLEGE BOUND DORCHESTER
18 SAMOSET STREET
DORCHESTER,MA02124
04-2383512 501(C)(3) 80,000       COMMUNITY BENEFIT PROGRAM
(57) MAURICE J TOBIN K-8 SCHOOL
40 SMITH STREET
ROXBURY,MA02120
501(C)(3) 75,000       COMMUNITY BENEFIT PROGRAM
(58) NANTUCKET AFFORDABLE HOUSING TRUST FUND
2 FAIRGROUNDS ROAD
NANTUCKET,MA02554
501(C)(3) 75,000       COMMUNITY BENEFIT PROGRAM
(59) NAMI
5 MARKS LANE
HYANNIS,MA02601
04-2785229 501(C)(3) 70,000       COMMUNITY BENEFIT PROGRAM
(60) SOCIEDAD LATINA
1530 TREMONT STREET
ROXBURY,MA02120
04-2678255 501(C)(3) 70,000       COMMUNITY BENEFIT PROGRAM
(61) CCHERS
360 HUNTINGTON AVENUE 222 YMC
BOSTON,MA02115
04-3286409 501(C)(3) 69,918       COMMUNITY BENEFIT PROGRAM
(62) DIMOCK COMMUNITY HEALTH CENTER INC
55 DIMOCK STREET
ROXBURY,MA02119
04-3487835 501(C)(3) 68,333       COMMUNITY BENEFIT PROGRAM
(63) CITY OF REVERE
281 BROADWAY
REVERE,MA02151
501(C)(1) 66,300       COMMUNITY BENEFIT PROGRAM
(64) MISSIONSAFE
18 JOHN ELIOT SQUARE
ROXBURY,MA02119
04-3457195 501(C)(3) 65,000       COMMUNITY BENEFIT PROGRAM
(65) LYNN POLICE DEPT
300 WASHINGTON STREET
LYNN,MA01902
04-6001397 501(C)(1) 62,500       COMMUNITY BENEFIT PROGRAM
(66) COMMUNITY SERVICE CARE INC
PO BOX 300040
JAMAICA PLAIN,MA02130
04-2754281 501(C)(3) 61,362       COMMUNITY BENEFIT PROGRAM
(67) HARVARD MEDICAL SCHOOL
25 SHATTUCK STREET
BOSTON,MA02115
04-2103580 501(C)(3) 60,985       COMMUNITY BENEFIT PROGRAM
(68) MOTHERS FOR JUSTICE AND EQUALITY
184 DUDLEY STREET SUITE 109 LL
ROXBURY,MA02119
45-3741482 501(C)(3) 60,000       COMMUNITY BENEFIT PROGRAM
(69) URBAN LEAGUE OF EASTERN MA
88 WARREN STREET
ROXBURY,MA02119
23-7349132 501(C)(3) 60,000       COMMUNITY BENEFIT PROGRAM
(70) HEALTH RESOURCES IN ACTION (HRIA)
2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
04-2229839 501(C)(3) 58,980       COMMUNITY BENEFIT PROGRAM
(71) BPHC
1010 MASSACHUSETTS AVENUE
BOSTON,MA02118
04-3316655 501(C)(3) 56,344       COMMUNITY BENEFIT PROGRAM
(72) MATTAPAN COMMUNITY HEALTH CENTER
1575 BLUE HILL AVENUE
BOSTON,MA02126
04-2544151 501(C)(3) 55,000       COMMUNITY BENEFIT PROGRAM
(73) ALL DORCHESTER SPORTS LEAGUE
1565 DORCHESTER AVENUE
DORCHESTER,MA02122
22-2827346 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(74) BEYOND CONFLICT (BOSTON EQUITY INITIATIVE)
30 WINTER STREET
BOSTON,MA02138
27-2008529 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(75) BOSTON SCHOLAR ATHLETES PROGRAM
65 ALLERTON STREET
BOSTON,MA02119
27-3987854 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(76) BOYS AND GIRLS CLUB OF BOSTON
50 CONGRESS STREET SUITE 730
BOSTON,MA02109
04-2103922 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(77) C3 SUMMIT LLC
8 EAST 37TH STREET
NEW YORK,NY10016
45-5047215 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(78) CAMP HARBOR VIEW FOUNDATION
C/O THE CONNORS FAMILY OFFICE 200
CLARENDON STREET 60TH FLOOR
BOSTON,MA02116
75-3235491 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(79) CCHERS (FOR HEART CONSORTIUM)
716 COLUMBUS AVENUE
BOSTON,MA02120
04-3112225 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(80) HOPE ON HAVEN HILL
326 ROCHESTER HILL RD
ROCHESTER,NH03867
47-4623824 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(81) NEIGHBORHOOD DEVELOPERS
4 GERRISH AVENUE
CHELSEA,MA02150
04-2660283 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(82) ROCA INC
101 PARK STREET
CHELSEA,MA02150
22-3223641 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(83) YOUTH AND FAMILY ENRICHMENT SERVICES INC
1234 HYDE PARK AVENUE SUITE 104
HYDE PARK,MA02136
05-0588064 501(C)(3) 50,000       COMMUNITY BENEFIT PROGRAM
(84) HAWC
27 CONGRESS STREET
SALEM,MA01970
04-2655367 501(C)(3) 49,095       COMMUNITY BENEFIT PROGRAM
(85) DIMOCK COMMUNITY HEALTH CENTER INC
55 DIMOCK STREET
ROXBURY,MA02119
04-3487835 501(C)(3) 48,333       COMMUNITY BENEFIT PROGRAM
(86) CLINICAL & SUPPORT OPTIONS
8 ATWOOD DRIVE
NORTHAMPTON,MA01060
04-2206041 501(C)(3) 45,000       COMMUNITY BENEFIT PROGRAM
(87) WALTHAM PARTNERSHIP FOR YOUTH
510 MOODY STREET
WALTHAM,MA02453
04-3399437 501(C)(3) 39,362       COMMUNITY BENEFIT PROGRAM
(88) IGLESIA LA LUZ DE CRISTO INC
738 BROADWAY
CHELSEA,MA02150
501(C)(3) 35,000       COMMUNITY BENEFIT PROGRAM
(89) UU URBAN MINISTRIES
10 PUTMAN STREET
ROXBURY,MA02119
04-2105897 501(C)(3) 35,000       COMMUNITY BENEFIT PROGRAM
(90) UMASS DONAHUE INSTITUTE
100 VENTURE WAY SUITE 9
HADLEY,MA01035
04-3167352 501(C)(3) 32,768       COMMUNITY BENEFIT PROGRAM
(91) GIRLS INCORPORATED OF LYNN
50 HIGH STREET
LYNN,MA01902
04-2104250 501(C)(3) 31,608       COMMUNITY BENEFIT PROGRAM
(92) ALTERNATIVE FOR COMMUNITY AND ENVIRONMENT
2201 WASHINGTON ST SUITE 302
ROXBURY,MA02119
04-3228509 501(C)(3) 30,000       COMMUNITY BENEFIT PROGRAM
(93) ARTHRITIS FOUNDATION
1355 PEACHTREE STREET SUITE 600
ATLANTA,GA30309
58-1341679 501(C)(3) 30,000       COMMUNITY BENEFIT PROGRAM
(94) BARAKA COMMUNITY WELLNESS
122 ELM HILL AVENUE UNIT 200
BOSTON,MA02121
46-2584139 501(C)(3) 30,000       COMMUNITY BENEFIT PROGRAM
(95) CITY OF DOVER FIRE & RESCUE
46 CHESTNUT STREET
DOVER,NH03820
501(C)(1) 30,000       COMMUNITY BENEFIT PROGRAM
(96) ST STEPHEN'S YOUTH PROGRAM
31 LENOX STREET
BOSTON,MA02118
26-1749602 501(C)(3) 30,000       COMMUNITY BENEFIT PROGRAM
(97) COLLABORATIVE FOR EDUCATIONAL SERVICES
97 HAWLEY STREET
NORTHAMPTON,MA01060
04-2562893 501(C)(3) 28,167       COMMUNITY BENEFIT PROGRAM
(98) ARTISTS ASSOICATION OF NANTUCKET
PO BOX 1104
NANTUCKET,MA02554
04-2458501 501(C)(3) 27,600       COMMUNITY BENEFIT PROGRAM
(99) BOSTON PRIVATE INDUSTRY COUNCIL
2 OLIVER STREET
BOSTON,MA02109
04-2676661 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(100) CITIZENS UNITED FOR RESEARCH IN EPILEPSY
430 WEST ERIE STREET SUITE 210
CHICAGO,IL60654
36-4253176 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(101) DIRECT RELIEF
6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117
95-1831116 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(102) PROJECT PLACE
1145 WASHINGTON STREET
BOSTON,MA02118
34-2026629 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(103) RED SOX FOUNDATION INC
4 YAWKEY WAY
BOSTON,MA02215
33-1007984 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(104) ST MARY - ST CATHERINE OF SIENA PARISH FOR HARVEST ON THE VINE
46 WINTHROP ST
CHARLESTOWN,MA02129
33-1136053 501(C)(3) 25,000       COMMUNITY BENEFIT PROGRAM
(105) NANTUCKET CIVIC LEAGUE
PO BOX 3126
NANTUCKET,MA02554
04-6006527 501(C)(3) 23,332       COMMUNITY BENEFIT PROGRAM
(106) HEALTH CAREERS CONNECTION
300 FRANK OGAWA PLAZA STE 243
OAKLAND,CA94612
25-1904312 501(C)(3) 20,700       COMMUNITY BENEFIT PROGRAM
(107) BOSTON PUBLIC HOUSING CORPORATION
76 MONUMENT STREET 2ND FLOOR
CHARLESTOWN,MA02129
04-3576423 501(C)(3) 20,000       COMMUNITY BENEFIT PROGRAM
(108) INTERNATIONAL OCD FOUNDATION CONFERENCE
PO BOX 961029
BOSTON,MA02196
22-2894564 501(C)(3) 20,000       COMMUNITY BENEFIT PROGRAM
(109) JF KENNEDY FAMILY SERVICES CENTER INC
23A MOULTON STREET
CHARLESTOWN,MA02129
04-2373976 501(C)(3) 20,000       COMMUNITY BENEFIT PROGRAM
(110) DARTMOUTH HITCHCOCK MEMORIAL HOSPITAL
1 MEDICAL CENTER DRIVE
LEBANON,NH03756
02-0222140 501(C)(3) 19,848       COMMUNITY BENEFIT PROGRAM
(111) MARIA MITCHELL ASSOCIATION
4 VESTAL STREET
NANTUCKET,MA02554
04-2129139 501(C)(3) 19,590       COMMUNITY BENEFIT PROGRAM
(112) HOMESTART INC
105 CHAUNCY STREET SUITE 502
BOSTON,MA02111
04-3311270 501(C)(3) 17,649       COMMUNITY BENEFIT PROGRAM
(113) WARREN PRESCOTT FOUNDATION INC
50 SCHOOL STREET
CHARLESTOWN,MA02129
20-1745447 501(C)(3) 16,500       COMMUNITY BENEFIT PROGRAM
(114) WALTHAM PARTNERSHIP FOR YOUTH INC
510 MOODY STREET
WALTHAM,MA02453
04-3399437 501(C)(3) 15,055       COMMUNITY BENEFIT PROGRAM
(115) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE
DALLAS,TX75231
13-5613797 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(116) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE
DALLAS,TX75231
13-5613797 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(117) BOYS & GIRLS CLUB OF BOSTON CHARLESTOWN CLUB
15 GREEN STREET
CHARLESTOWN,MA02129
04-2103922 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(118) DECORDOVA SCULPTURE PARK AND MUSEUM
51 SANDY POND ROAD
LINCOLN,MA01773
04-2067315 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(119) HEALTH AND EDUCATION SERVICES (HES)
ZERO CENTENNIAL DRIVE
PEABODY,MA01960
04-2777145 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(120) MA COALITION FOR HOMELESS
15 BUBIER STREET
LYNN,MA01901
22-2599662 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(121) MISSION HILL MAIN STREETS
812 HUNTINGTON AVENUE
BOSTON,MA02115
04-3400164 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(122) SCHWARTZ CENTER FOR COMPASSIONATE CARE
PO BOX 417597
BOSTON,MA02241
04-1564655 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(123) URBAN IMPROV
8 ST JOHN STREET
JAMAICA PLAIN,MA02130
04-2789576 501(C)(3) 15,000       COMMUNITY BENEFIT PROGRAM
(124) FAIRWINDS
20 VESPER LANE L1
NANTUCKET,MA02554
04-2308993 501(C)(3) 14,400       COMMUNITY BENEFIT PROGRAM
(125) SMALL FRIENDS
PO BOX 2826
NANTUCKET,MA02554
04-3001787 501(C)(3) 14,285       COMMUNITY BENEFIT PROGRAM
(126) SPECIAL TOWNIES
336 MAIN STREET
CHARLESTOWN,MA02129
04-2696004 501(C)(3) 13,000       COMMUNITY BENEFIT PROGRAM
(127) WALTHAM CHAMBER OF COMMERCE
84 SOUTH STREET
WALTHAM,MA02453
04-1944360 501(C)(6) 12,750       COMMUNITY BENEFIT PROGRAM
(128) TOWN OF MIDDLEBORO FAMILY RESOURCE CENTER AND COUNCIL ON AGING
41 MAYFLOWER AVENUE
MIDDLEBORO,MA02346
04-6001221 501(C)(1) 12,500       COMMUNITY BENEFIT PROGRAM
(129) AMERICAN CONGRESS OF REHABILITATION MEDICINE
11654 PLAZA AMERICA DRIVE SUITE 535
535
RESTON,VA20190
36-2170784 501(C)(3) 12,031       COMMUNITY BENEFIT PROGRAM
(130) NORTH SHORE CARDIOVASCULAR ASSOCIATES
80 HIGHLAND AVENUE
SALEM,MA01970
04-2499010 501(C)(3) 11,400       COMMUNITY BENEFIT PROGRAM
(131) NEWTON-NEEDHAM CHAMBER COMMERCE
281 NEEDHAM STREET
NEWTON,MA02464
04-1670500 501(C)(6) 11,300       COMMUNITY BENEFIT PROGRAM
(132) AMERICAN CANCER SOCIETY
30 SPEEN STREET
FRAMINGHAM,MA01701
13-1788491 501(C)(3) 11,000       COMMUNITY BENEFIT PROGRAM
(133) CASA LATINA
140 PINE STREET ROOM 6
FLORENCE,MA01062
22-2477843 501(C)(3) 10,600       COMMUNITY BENEFIT PROGRAM
(134) SERVICENET
131 KING STREET
NORTHAMPTON,MA01060
04-2526194 501(C)(3) 10,500       COMMUNITY BENEFIT PROGRAM
(135) NANTUCKET COMMUNITY SCHOOL
10 SURFSIDE ROAD
NANTUCKET,MA02554
501(C)(3) 10,300       COMMUNITY BENEFIT PROGRAM
(136) ARTHRITIS FOUNDATION
1355 PEACHTREE STREET SUITE 600
ATLANTA,GA30309
58-1341679 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(137) CHARLESTOWN COMMUNITY CENTERS
255 MEDFORD STREET
BOSTON,MA02129
04-2602576 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(138) CHARLESTOWN LACROSSE & LEARNING CENTER
14 GREEN STREET
CHARLESTOWN,MA02129
04-3484770 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(139) CITY OF NORTHAMPTON
210 MAIN STREET ROOM 18
NORTHAMPTON,MA01060
501(C)(1) 10,000       COMMUNITY BENEFIT PROGRAM
(140) EASTHAMPTON PUBLIC SCHOOLS
50 PAYSON AVENUE
EASTHAMPTON,MA01027
501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(141) FRESH TRUCK INC
69 SHIRLEY STREET
BOSTON,MA02119
46-2848535 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(142) IMPOSSIBLE DREAM
50 W 47TH STREET SUITE 2113
NEW YORK,NY10036
80-0969365 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(143) JOHN F KENNEDY FAMILY SERVICE CENTER
23A MOULTON STREET
CHARLESTOWN,MA02129
04-2373978 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(144) MATTAPAN COMMUNITY HEALTH CENTER INC
1575 BLUE HILL AVENUE
BOSTON,MA02126
04-2544151 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(145) MULTISERVICE EATING DISORDER ASSOCIATION
92 PEARL STREET
NEWTON,MA02458
04-3224394 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(146) OUR LADY OF PERPETUAL HELP MISSION GRAMMAR SCHOOL
94 ST ALPHONSUS STREET
BOSTON,MA02120
04-2106198 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(147) SPECIAL TOWNIES
336 MAIN STREET
CHARLESTOWN,MA02129
04-2696004 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(148) UNITED WAY OF HAMPSHIRE COUNTY
71 KING STREET
NORTHAMPTON,MA01060
04-2104792 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(149) WELLESLEY SENIOR CENTER
500 WASHINGTON STREET
WELLESLEY,MA02482
04-6001343 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(150) Y W C A OF BOSTON INC
316 HUNTINGTON AVENUE
BOSTON,MA02115
04-2103551 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(151) YW BOSTON
140 CLARENDON STREET
BOSTON,MA02116
04-2103548 501(C)(3) 10,000       COMMUNITY BENEFIT PROGRAM
(152) AMERICAN CANCER SOCIETY
30 SPEEN STREET
FRAMINGHAM,MA01701
13-1788491 501(C)(3) 9,500       COMMUNITY BENEFIT PROGRAM
(153) FOUNDATION FOR BCYF CAMP JOY THE
1483 TREMONT STREET
BOSTON,MA02120
04-2602576 501(C)(3) 9,500       COMMUNITY BENEFIT PROGRAM
(154) CHARLESTOWN BOYS AND GIRLS CLUB
15 GREEN STREET
CHARLESTOWN,MA02129
04-2103922 501(C)(3) 9,196       COMMUNITY BENEFIT PROGRAM
(155) MISSIONSAFE
PO BOX 290799
BOSTON,MA02129
04-3457195 501(C)(3) 8,500       COMMUNITY BENEFIT PROGRAM
(156) CANCER CONNECTION
41 LOCUST STREET
NORTHAMPTON,MA01060
04-3493483 501(C)(3) 8,300       COMMUNITY BENEFIT PROGRAM
(157) HEALTHY WALTHAM
510 MOODY STREET
WALTHAM,MA02453
46-1174988 501(C)(3) 7,950       COMMUNITY BENEFIT PROGRAM
(158) GREATER NORTHAMPTON CHAMBER OF COMMERCE
99 PLEASANT STREET
NORTHAMPTON,MA01060
04-1679420 501(C)(6) 7,500       COMMUNITY BENEFIT PROGRAM
(159) N E H I INC
1 BROADWAY 15TH FLOOR
CAMBRIDGE,MA02142
01-0624865 501(C)(3) 7,500       COMMUNITY BENEFIT PROGRAM
(160) RESEARCH AMERICA
241 18TH STREET SOUTH SUITE 501
ARLINGTON,VA22202
52-1609875 501(C)(3) 7,500       COMMUNITY BENEFIT PROGRAM
(161) PHYSICIAN HEALTH SERVICES
860 WINTER STREET
WALTHAM,MA02451
22-3234975 501(C)(3) 7,100       COMMUNITY BENEFIT PROGRAM
(162) SUSTAINABLE NANTUCKET
PO BOX 1244
NANTUCKET,MA02554
04-3427501 501(C)(3) 6,800       COMMUNITY BENEFIT PROGRAM
(163) CHARLESTOWN LITTLE LEAGUE
126 ELM STREET
CHARLESTOWN,MA02129
37-1513586 501(C)(3) 6,500       COMMUNITY BENEFIT PROGRAM
(164) CITY OF NEWTON
1000 COMMONWEALTH AVENUE
NEWTON,MA02459
46-0014040 501(C)(1) 6,250       COMMUNITY BENEFIT PROGRAM
(165) CAMP HARBOR VIEW FOUNDATION
C/O THE CONNORS FAMILY OFFICE 200
CLARENDON STREET 60TH FLOOR
BOSTON,MA02116
75-3235491 501(C)(3) 6,000       COMMUNITY BENEFIT PROGRAM
(166) EPILEPSY FOUNDATION
335 MAIN STREET
WILMINGTON,MA01887
22-2505819 501(C)(3) 6,000       COMMUNITY BENEFIT PROGRAM
(167) FRIENDS OF THE CHARLESTOWN LIBRARY LTD
179 MAIN STREET
CHARLESTOWN,MA02129
04-3330182 501(C)(3) 6,000       COMMUNITY BENEFIT PROGRAM
(168) HARBOR HEALTH SERVICES INC
1135 MORTON STREET
MATTAPAN,MA02126
23-7100550 501(C)(3) 6,000       COMMUNITY BENEFIT PROGRAM
(169) NEWTON COMMUNITY PRIDE
492 WALTHAM STREET
NEWTON,MA02465
22-2793743 501(C)(3) 6,000       COMMUNITY BENEFIT PROGRAM
(170) CODMAN SQUARE HEALTH CENTER
637 WASHINGTON STREET
DORCHESTER,MA02124
04-2678774 501(C)(3) 5,500       COMMUNITY BENEFIT PROGRAM
(171) SOUTH BOSTON COMMUNITY HEALTH CENTER
409 W BROADWAY
SOUTH BOSTON,MA02127
04-2682152 501(C)(3) 5,500       COMMUNITY BENEFIT PROGRAM
(172) WHITTIER STREET HEALTH CENTER
1290 TREMONT STREET
ROXBURY,MA02120
04-2619517 501(C)(3) 5,500       COMMUNITY BENEFIT PROGRAM
(173) SAFE PASSAGE
43 CENTER STREET
NORTHAMPTON,MA01060
04-2690131 501(C)(3) 5,250       COMMUNITY BENEFIT PROGRAM
(174) LYNN COMMUNITY HEALTH CENTER
PO BOX 526
LYNN,MA01901
04-2525066 501(C)(3) 5,051       COMMUNITY BENEFIT PROGRAM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) SCHOLARSHIPS 377 5,682,161 0    
(2) TUITION REDUCTION - VARIOUS RECIPIENTS 0 975,337 0    
(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.
GRANTS AND OTHER ASSISTANCE DETAIL FINANCIAL AID OF $6,657,498 CONSISTS OF SCHOLARSHIPS PROVIDED BY THE INSTITUTE OF $5,682,161 FOR 377 STUDENTS AND $975,337 FOR TUITION REDUCTIONS RELATED TO VOUCHERS TO CLINICAL SITES AND REDEEMED BY STUDENTS TO OFFSET TUITION CHARGES. TOTAL FINANCIAL AID OF $6,657,498 OFFSETS TUITION AND FEES ONLY.
Schedule I (Form 990) 2019



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 on 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 on 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 nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
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) 2019

Schedule J (Form 990) 2019
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
1DALE ADLER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
495,634
-------------
0
35,914
-------------
0
11,428
-------------
0
36,842
-------------
0
19,964
-------------
0
599,782
-------------
0
0
-------------
0
2KATRINA ARMSTRONG MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
692,750
-------------
0
109,350
-------------
0
100,303
-------------
0
36,841
-------------
0
21,197
-------------
0
960,441
-------------
0
0
-------------
0
3STANLEY W ASHLEY MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
498,545
-------------
0
103,820
-------------
0
68,022
-------------
0
29,700
-------------
0
20,976
-------------
0
721,063
-------------
0
0
-------------
0
4MAUREEN BANKS
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
438,585
0
-------------
48,383
0
-------------
95,987
0
-------------
29,700
0
-------------
10,004
0
-------------
622,659
0
-------------
0
5ROBERT L BARBIERI MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
466,534
-------------
0
109,506
-------------
0
20,452
-------------
0
36,843
-------------
0
28,127
-------------
0
661,462
-------------
0
0
-------------
0
6GREGORY A BIRD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
234,250
-------------
0
0
-------------
0
74,120
-------------
0
41,886
-------------
0
8,227
-------------
0
358,483
-------------
0
0
-------------
0
7CHRISTINE A BLASKI MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
215,972
-------------
0
163
-------------
0
12,437
-------------
0
3,395
-------------
0
21,878
-------------
0
253,845
-------------
0
0
-------------
0
8SALLY MASON BOEMER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
741,084
0
-------------
217,600
0
-------------
69,172
0
-------------
29,700
0
-------------
23,054
0
-------------
1,080,610
0
-------------
0
9GILES W BOLAND MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
640,090
-------------
0
101,250
-------------
0
55,895
-------------
0
36,841
-------------
0
30,383
-------------
0
864,459
-------------
0
0
-------------
0
10CHRISTOPHER M BONO MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
343,478
-------------
0
34,263
-------------
0
29,730
-------------
0
24,300
-------------
0
22,430
-------------
0
454,201
-------------
0
0
-------------
0
11JAMES A BRINK MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
700,590
-------------
0
110,700
-------------
0
104,955
-------------
0
36,840
-------------
0
22,449
-------------
0
975,534
-------------
0
0
-------------
0
12O'NEIL BRITTON MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
625,679
-------------
0
97,209
-------------
0
70,825
-------------
0
29,700
-------------
0
28,272
-------------
0
851,685
-------------
0
0
-------------
0
13CALVIN A BROWN III MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
263,854
-------------
0
29,025
-------------
0
38,102
-------------
0
27,000
-------------
0
20,012
-------------
0
377,993
-------------
0
0
-------------
0
14DAVID F BROWN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
544,500
-------------
0
173,700
-------------
0
71,974
-------------
0
36,840
-------------
0
23,134
-------------
0
850,148
-------------
0
0
-------------
0
15DEBRA A BURKE MSN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
216,899
-------------
0
12,485
-------------
0
21,537
-------------
0
39,216
-------------
0
20,277
-------------
0
310,414
-------------
0
0
-------------
0
16ELLEN L CAILLE
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
299,859
-------------
0
107,414
-------------
0
20,124
-------------
0
62,318
-------------
0
29,820
-------------
0
519,535
-------------
0
0
-------------
0
17PAUL R CASS DO
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
413,785
-------------
0
422,941
-------------
0
1,524
-------------
0
76,164
-------------
0
22,110
-------------
0
936,524
-------------
0
0
-------------
0
18BRUCE A CHABNER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
214,698
-------------
0
1,000
-------------
0
30,455
-------------
0
19,021
-------------
0
25,510
-------------
0
290,684
-------------
0
0
-------------
0
19ENNIO A CHIOCCA MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
1,487,990
-------------
0
352,000
-------------
0
141,018
-------------
0
36,840
-------------
0
28,441
-------------
0
2,046,289
-------------
0
0
-------------
0
20CHRISTOPHER MARK COBURN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
605,417
0
-------------
337,286
0
-------------
74,068
0
-------------
27,000
0
-------------
20,459
0
-------------
1,064,230
0
-------------
0
21CHRISTOPHER M COLEY MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
335,995
-------------
0
2,000
-------------
0
31,060
-------------
0
36,845
-------------
0
20,177
-------------
0
426,077
-------------
0
0
-------------
0
22YOLONDA L COLSON MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
426,840
-------------
0
21,241
-------------
0
26,844
-------------
0
36,840
-------------
0
25,041
-------------
0
536,806
-------------
0
0
-------------
0
23WILLIAM S DANFORD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
381,300
-------------
0
44,391
-------------
0
1,524
-------------
0
10,800
-------------
0
15,027
-------------
0
453,042
-------------
0
0
-------------
0
24ERNESTO DASILVA MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
315,799
-------------
0
7,097
-------------
0
14,001
-------------
0
9,941
-------------
0
25,012
-------------
0
371,850
-------------
0
0
-------------
0
25MARCELA DEL CARMEN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
539,259
-------------
0
86,907
-------------
0
81,390
-------------
0
36,842
-------------
0
9,605
-------------
0
754,003
-------------
0
0
-------------
0
26JEFFREY P DION
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
256,768
0
-------------
0
0
-------------
67,024
0
-------------
30,399
0
-------------
27,280
0
-------------
381,471
0
-------------
0
27GERARD M DOHERTY MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
1,164,840
-------------
0
180,650
-------------
0
81,677
-------------
0
36,840
-------------
0
30,291
-------------
0
1,494,298
-------------
0
0
-------------
0
28TERENCE P DOORLY MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
398,629
-------------
0
280,094
-------------
0
25,286
-------------
0
14,850
-------------
0
20,540
-------------
0
739,399
-------------
0
0
-------------
0
29PETER M DOUBILET MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
405,809
-------------
0
116,747
-------------
0
28,446
-------------
0
36,843
-------------
0
25,041
-------------
0
612,886
-------------
0
0
-------------
0
30SUNIL EAPPEN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
522,201
0
-------------
81,499
0
-------------
19,259
0
-------------
36,840
0
-------------
21,335
0
-------------
681,134
0
-------------
0
31JEFFREY L ECKER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
598,750
-------------
0
91,800
-------------
0
68,857
-------------
0
36,840
-------------
0
21,429
-------------
0
817,676
-------------
0
0
-------------
0
32JONATHAN M FALLON MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
606,854
-------------
0
22,822
-------------
0
9,914
-------------
0
6,674
-------------
0
18,602
-------------
0
664,866
-------------
0
0
-------------
0
33THOMAS L FAZIO MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
532,530
-------------
0
142,780
-------------
0
23,649
-------------
0
0
-------------
0
20,488
-------------
0
719,447
-------------
0
0
-------------
0
34CARLOS FERNANDEZ-DEL CASTILLO MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
629,246
-------------
0
7,800
-------------
0
236,004
-------------
0
36,843
-------------
0
25,987
-------------
0
935,880
-------------
0
0
-------------
0
35TIMOTHY G FERRIS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
687,209
-------------
0
114,148
-------------
0
80,614
-------------
0
36,843
-------------
0
22,484
-------------
0
941,298
-------------
0
0
-------------
0
36CRISTINA R FERRONE MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
420,798
-------------
0
9,500
-------------
0
57,509
-------------
0
36,844
-------------
0
31,992
-------------
0
556,643
-------------
0
0
-------------
0
37MARY ANN GAGNON
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
121,354
-------------
0
20,417
-------------
0
357
-------------
0
4,915
-------------
0
21,113
-------------
0
168,156
-------------
0
0
-------------
0
38JOSEPH MICHAEL GARASIC MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
361,945
-------------
0
2,000
-------------
0
30,856
-------------
0
36,845
-------------
0
1,149
-------------
0
432,795
-------------
0
0
-------------
0
39TERRY J GARFINKLE MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
393,668
0
-------------
32,513
0
-------------
81,524
0
-------------
27,000
0
-------------
21,275
0
-------------
555,980
0
-------------
0
40ROYA GHAZINOURI PT
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
126,513
-------------
0
5,360
-------------
0
-6,148
-------------
0
11,160
-------------
0
21,996
-------------
0
158,881
-------------
0
0
-------------
0
41STEVEN A GILGEN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
226,028
-------------
0
0
-------------
0
49,670
-------------
0
1,082
-------------
0
2,318
-------------
0
279,098
-------------
0
0
-------------
0
42RICHARD S GITOMER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
428,250
-------------
0
42,432
-------------
0
22,175
-------------
0
12,624
-------------
0
34,097
-------------
0
539,578
-------------
0
0
-------------
0
43MATTHEW J GOLDBERG
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
266,277
-------------
0
17,667
-------------
0
1,524
-------------
0
13,409
-------------
0
11,228
-------------
0
310,105
-------------
0
0
-------------
0
44JEFFREY A GOLDEN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
736,164
-------------
0
115,905
-------------
0
58,245
-------------
0
36,843
-------------
0
28,335
-------------
0
975,492
-------------
0
0
-------------
0
45TERRI E GORMAN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
256,705
-------------
0
25,500
-------------
0
111,797
-------------
0
24,300
-------------
0
21,404
-------------
0
439,706
-------------
0
0
-------------
0
46PETER A GRAPE MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
481,451
-------------
0
104,830
-------------
0
61,845
-------------
0
36,843
-------------
0
21,449
-------------
0
706,418
-------------
0
0
-------------
0
47MICHAEL L GUSTAFSON MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
428,631
-------------
0
70,230
-------------
0
76,387
-------------
0
29,700
-------------
0
8,418
-------------
0
613,366
-------------
0
0
-------------
0
48DAPHNE ADELE HAAS-KOGANMD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
699,018
-------------
0
114,059
-------------
0
125,727
-------------
0
24,300
-------------
0
21,404
-------------
0
984,508
-------------
0
0
-------------
0
49ROBERT HANDIN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
263,467
-------------
0
11,578
-------------
0
2,710
-------------
0
36,849
-------------
0
20,579
-------------
0
335,183
-------------
0
0
-------------
0
50MARGOT K HARTMANN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
326,270
-------------
0
240
-------------
0
21,754
-------------
0
6,924
-------------
0
11,149
-------------
0
366,337
-------------
0
0
-------------
0
51ANNEMARIE HEATH CNM DNP
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
131,104
-------------
0
5,092
-------------
0
2,982
-------------
0
3,959
-------------
0
17,563
-------------
0
160,700
-------------
0
0
-------------
0
52JAMES L HEFFERNAN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
499,750
-------------
0
96,350
-------------
0
94,838
-------------
0
41,886
-------------
0
20,495
-------------
0
753,319
-------------
0
0
-------------
0
53THEODORE S HONG MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
699,650
-------------
0
10,000
-------------
0
104,031
-------------
0
36,842
-------------
0
20,334
-------------
0
870,857
-------------
0
0
-------------
0
54TERRIE E INDER MBCHB
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
527,166
-------------
0
82,500
-------------
0
52,016
-------------
0
24,300
-------------
0
30,692
-------------
0
716,674
-------------
0
0
-------------
0
55MICHAEL R JAFF DO
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
679,600
0
-------------
107,700
0
-------------
132,564
0
-------------
29,700
0
-------------
22,839
0
-------------
972,403
0
-------------
0
56ALAN ANTHONY JAMES
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
378,500
-------------
0
57,900
-------------
0
66,662
-------------
0
33,786
-------------
0
9,167
-------------
0
546,015
-------------
0
0
-------------
0
57WILLIAM C JOHNSTON
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
472,664
-------------
0
230,138
-------------
0
37,861
-------------
0
32,400
-------------
0
25,994
-------------
0
799,057
-------------
0
0
-------------
0
58ANNE KALTER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
142,187
-------------
0
45,281
-------------
0
18,553
-------------
0
4,928
-------------
0
25,697
-------------
0
236,646
-------------
0
0
-------------
0
59JAMES D KANG MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
1,213,590
-------------
0
201,034
-------------
0
57,560
-------------
0
36,842
-------------
0
31,041
-------------
0
1,540,067
-------------
0
0
-------------
0
60STEVEN E KAPFHAMMER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
258,453
0
-------------
14,649
0
-------------
64,519
0
-------------
21,600
0
-------------
17,196
0
-------------
376,417
0
-------------
0
61BARRETT KITCH MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
311,872
-------------
0
16,000
-------------
0
27,042
-------------
0
12,150
-------------
0
6,730
-------------
0
373,794
-------------
0
0
-------------
0
62RONALD E KLEINMAN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
492,590
-------------
0
79,650
-------------
0
81,554
-------------
0
36,841
-------------
0
22,433
-------------
0
713,068
-------------
0
0
-------------
0
63ANNE KLIBANSKI MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
736,162
-------------
0
119,525
-------------
0
119,678
-------------
0
36,843
-------------
0
20,558
-------------
0
1,032,766
-------------
0
0
-------------
0
64THOMAS S KUPPER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
486,580
-------------
0
108,750
-------------
0
27,498
-------------
0
36,841
-------------
0
23,252
-------------
0
682,921
-------------
0
0
-------------
0
65JOSEPH LOSCALZO MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
631,759
-------------
0
124,135
-------------
0
25,566
-------------
0
36,844
-------------
0
23,913
-------------
0
842,217
-------------
0
0
-------------
0
66DAVID N LOUIS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
550,186
-------------
0
95,590
-------------
0
90,904
-------------
0
36,841
-------------
0
20,652
-------------
0
794,173
-------------
0
0
-------------
0
67HUGH MACDONALD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
216,249
-------------
0
82,068
-------------
0
1,460
-------------
0
10,455
-------------
0
29,783
-------------
0
340,015
-------------
0
0
-------------
0
68HEATHER COLMORE MACK
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
202,338
0
-------------
9,975
0
-------------
29,899
0
-------------
13,680
0
-------------
15,786
0
-------------
271,678
0
-------------
0
69PETER K MARKELL
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
1,448,400
0
-------------
692,198
0
-------------
3,153,371
0
-------------
29,700
0
-------------
22,022
0
-------------
5,345,691
0
-------------
2,500,000
70JOANNE MARQUSEE
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
437,776
-------------
0
70,930
-------------
0
69,601
-------------
0
5,348
-------------
0
13,152
-------------
0
596,807
-------------
0
0
-------------
0
71NAVNEET MARWAHA MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
281,931
-------------
0
1,950
-------------
0
7,834
-------------
0
13,089
-------------
0
21,203
-------------
0
326,007
-------------
0
0
-------------
0
72DAVID MCCREADY MBA MHA
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
399,975
-------------
0
86,400
-------------
0
54,947
-------------
0
24,300
-------------
0
25,758
-------------
0
591,380
-------------
0
0
-------------
0
73MAURY E MCGOUGH MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
517,603
0
-------------
42,530
0
-------------
95,440
0
-------------
29,700
0
-------------
21,214
0
-------------
706,487
0
-------------
0
74PAULA MILONE-NUZZO PHD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
166,271
0
-------------
75,000
0
-------------
29,927
0
-------------
0
0
-------------
27,281
0
-------------
298,479
0
-------------
0
75ELIZABETH A MORT MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
479,949
-------------
0
77,700
-------------
0
78,113
-------------
0
36,843
-------------
0
20,799
-------------
0
693,404
-------------
0
0
-------------
0
76ELIZABETH G NABEL MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
1,357,200
0
-------------
448,644
0
-------------
733,116
0
-------------
29,700
0
-------------
11,252
0
-------------
2,579,912
0
-------------
265,000
77ALBERT NAMIAS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
454,524
-------------
0
0
-------------
0
23,845
-------------
0
14,850
-------------
0
21,704
-------------
0
514,923
-------------
0
0
-------------
0
78ANDREA NG MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
389,903
-------------
0
67,925
-------------
0
885
-------------
0
32,400
-------------
0
22,088
-------------
0
513,201
-------------
0
0
-------------
0
79NAWAL M NOUR MD MPH
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
324,353
-------------
0
190,851
-------------
0
49,587
-------------
0
32,400
-------------
0
5,365
-------------
0
602,556
-------------
0
0
-------------
0
80JOHN NOVELLO
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
309,779
-------------
0
20,000
-------------
0
1,002
-------------
0
14,354
-------------
0
18,859
-------------
0
363,994
-------------
0
0
-------------
0
81JOHANNA M O'CONNOR MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
466,648
-------------
0
9,500
-------------
0
51,044
-------------
0
36,846
-------------
0
23,769
-------------
0
587,807
-------------
0
0
-------------
0
82GREGORY J PAULY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
557,500
-------------
0
226,050
-------------
0
90,363
-------------
0
36,486
-------------
0
21,185
-------------
0
931,584
-------------
0
0
-------------
0
83STEVEN B PESTKA MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
367,363
-------------
0
35,800
-------------
0
7,037
-------------
0
10,800
-------------
0
19,843
-------------
0
440,843
-------------
0
0
-------------
0
84PIETER PIL MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
517,908
-------------
0
53,700
-------------
0
58,584
-------------
0
13,603
-------------
0
27,447
-------------
0
671,242
-------------
0
0
-------------
0
85NANCY S PITTMAN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
135,192
-------------
0
0
-------------
0
13,714
-------------
0
3,794
-------------
0
1,188
-------------
0
153,888
-------------
0
0
-------------
0
86DAVID S PLADZIEWICZ MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
540,074
-------------
0
19,897
-------------
0
21,017
-------------
0
0
-------------
0
21,369
-------------
0
602,357
-------------
0
0
-------------
0
87ALLYSON L PRESTON MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
359,410
-------------
0
9,879
-------------
0
25,362
-------------
0
14,850
-------------
0
26,206
-------------
0
435,707
-------------
0
0
-------------
0
88JAMES P RATHMELL MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
620,500
-------------
0
97,600
-------------
0
93,486
-------------
0
29,700
-------------
0
25,513
-------------
0
866,799
-------------
0
0
-------------
0
89DAVID W RATTNER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
737,825
-------------
0
102,000
-------------
0
113,183
-------------
0
36,842
-------------
0
26,070
-------------
0
1,015,920
-------------
0
0
-------------
0
90SCOTT L RAUCH MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
585,325
0
-------------
93,630
0
-------------
75,725
0
-------------
29,700
0
-------------
26,330
0
-------------
810,710
0
-------------
0
91MITCHELL S REIN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
527,694
-------------
0
24,261
-------------
0
84,164
-------------
0
36,842
-------------
0
22,197
-------------
0
695,158
-------------
0
0
-------------
0
92PHILLIP L RICE JR MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
443,978
-------------
0
0
-------------
0
37,081
-------------
0
14,850
-------------
0
23,452
-------------
0
519,361
-------------
0
0
-------------
0
93DAVID J ROBERTS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
464,899
0
-------------
48,000
0
-------------
43,630
0
-------------
0
0
-------------
10,007
0
-------------
566,536
0
-------------
0
94MARC S RUBIN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
771,973
-------------
0
26,000
-------------
0
113,682
-------------
0
36,841
-------------
0
27,067
-------------
0
975,563
-------------
0
0
-------------
0
95ROXANNE C RUPPEL
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
268,328
0
-------------
14,245
0
-------------
29,193
0
-------------
27,000
0
-------------
21,570
0
-------------
360,336
0
-------------
0
96ALI SALIM MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
469,345
-------------
0
25,146
-------------
0
80,656
-------------
0
24,300
-------------
0
24,329
-------------
0
623,776
-------------
0
0
-------------
0
97MARTIN A SAMUELS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
502,740
-------------
0
81,680
-------------
0
56,824
-------------
0
36,840
-------------
0
23,081
-------------
0
701,165
-------------
0
0
-------------
0
98JOAN A SAPIR
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
416,000
-------------
0
67,095
-------------
0
82,918
-------------
0
41,886
-------------
0
21,005
-------------
0
628,904
-------------
0
0
-------------
0
99MARK A SCHECHTER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
317,152
-------------
0
15,400
-------------
0
25,980
-------------
0
12,501
-------------
0
22,222
-------------
0
393,255
-------------
0
0
-------------
0
100FREDERICK J SCHOEN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
323,830
-------------
0
21,790
-------------
0
22,569
-------------
0
36,847
-------------
0
24,945
-------------
0
429,981
-------------
0
0
-------------
0
101DAVID SILBERSWEIG MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
570,784
-------------
0
89,170
-------------
0
30,968
-------------
0
36,844
-------------
0
24,079
-------------
0
751,845
-------------
0
0
-------------
0
102ANEESH B SINGHAL MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
367,903
-------------
0
29,665
-------------
0
37,099
-------------
0
36,844
-------------
0
19,203
-------------
0
490,714
-------------
0
0
-------------
0
103PETER L SLAVIN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
1,532,500
0
-------------
545,668
0
-------------
460,246
0
-------------
29,700
0
-------------
27,535
0
-------------
2,595,649
0
-------------
298,200
104ALLEN L SMITH MD MS
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
721,340
-------------
0
112,500
-------------
0
53,784
-------------
0
241,262
-------------
0
24,707
-------------
0
1,153,593
-------------
0
0
-------------
0
105LYNN MALLOY STOFER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
607,275
0
-------------
94,001
0
-------------
82,661
0
-------------
24,300
0
-------------
26,382
0
-------------
834,619
0
-------------
0
106DAVID E STORTO
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
567,950
0
-------------
84,966
0
-------------
307,257
0
-------------
29,700
0
-------------
21,489
0
-------------
1,011,362
0
-------------
0
107THORALF M SUNDT MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
677,456
-------------
0
127,000
-------------
0
119,319
-------------
0
36,844
-------------
0
25,984
-------------
0
986,603
-------------
0
0
-------------
0
108KHALID SYED MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
333,503
-------------
0
585
-------------
0
34,841
-------------
0
15,614
-------------
0
24,103
-------------
0
408,646
-------------
0
0
-------------
0
109DAVID F TORCHIANA MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
2,280,893
0
-------------
1,500,000
0
-------------
2,294,942
0
-------------
29,700
0
-------------
22,551
0
-------------
6,128,086
0
-------------
0
110GARY USHER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
249,991
-------------
0
77,545
-------------
0
1,518
-------------
0
7,698
-------------
0
10,479
-------------
0
347,231
-------------
0
0
-------------
0
111MICHAEL J VANROOYEN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
570,745
-------------
0
92,572
-------------
0
45,288
-------------
0
36,841
-------------
0
23,340
-------------
0
768,786
-------------
0
0
-------------
0
112PETER E WALCEK
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
339,404
-------------
0
75,216
-------------
0
63,563
-------------
0
71,202
-------------
0
22,163
-------------
0
571,548
-------------
0
0
-------------
0
113GREGORY J WALKER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
492,652
-------------
0
170,737
-------------
0
193,829
-------------
0
128,889
-------------
0
21,871
-------------
0
1,007,978
-------------
0
0
-------------
0
114TIMOTHY J WALSH
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
268,361
-------------
0
100
-------------
0
33,480
-------------
0
12,565
-------------
0
2,519
-------------
0
317,025
-------------
0
0
-------------
0
115ANDREW L WARSHAW MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
471,885
-------------
0
25,450
-------------
0
550,889
-------------
0
36,842
-------------
0
25,640
-------------
0
1,110,706
-------------
0
0
-------------
0
116DEBRA F WEINSTEIN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
424,173
-------------
0
8,705
-------------
0
69,398
-------------
0
36,845
-------------
0
20,358
-------------
0
559,479
-------------
0
0
-------------
0
117ROSS D ZAFONTE DO
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
508,291
-------------
0
54,420
-------------
0
81,518
-------------
0
36,842
-------------
0
20,928
-------------
0
701,999
-------------
0
0
-------------
0
118JEANETTE IVES-ERICKSON DNP
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
496,750
-------------
0
80,400
-------------
0
100,648
-------------
0
41,886
-------------
0
9,092
-------------
0
728,776
-------------
0
0
-------------
0
119LOUIS JENIS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
553,616
0
-------------
18,375
0
-------------
86,284
0
-------------
14,850
0
-------------
9,900
0
-------------
683,025
0
-------------
0
120CHARLES E ADAMS
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
191,243
0
-------------
10,284
0
-------------
25,944
0
-------------
24,169
0
-------------
23,498
0
-------------
275,138
0
-------------
0
121CINDY L AIENA
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
199,223
0
-------------
12,250
0
-------------
15,429
0
-------------
18,823
0
-------------
24,603
0
-------------
270,328
0
-------------
0
122SARAH ARNHOLZ ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
230,641
0
-------------
11,655
0
-------------
8,003
0
-------------
25,766
0
-------------
24,648
0
-------------
300,713
0
-------------
0
123MELISSA P BRENNAN ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
163,871
0
-------------
7,300
0
-------------
-3,563
0
-------------
12,254
0
-------------
34,452
0
-------------
214,314
0
-------------
0
124MICHAEL R CARTER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
217,118
0
-------------
43,800
0
-------------
16,045
0
-------------
0
0
-------------
5,534
0
-------------
282,497
0
-------------
0
125EFFIE J CHAN ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
170,025
0
-------------
300
0
-------------
15,468
0
-------------
15,462
0
-------------
29,926
0
-------------
231,181
0
-------------
0
126JULIE C CHATTOPADHYAY ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
173,021
0
-------------
4,800
0
-------------
12,161
0
-------------
12,040
0
-------------
27,717
0
-------------
229,739
0
-------------
0
127DAVID P CONNOLLY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
303,600
0
-------------
32,000
0
-------------
30,359
0
-------------
27,000
0
-------------
25,740
0
-------------
418,699
0
-------------
0
128PAUL G CUSHING ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
229,492
0
-------------
13,265
0
-------------
45,968
0
-------------
29,700
0
-------------
23,595
0
-------------
342,020
0
-------------
0
129CHRISTOPHER DUNLEAVY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
728,831
0
-------------
113,220
0
-------------
138,058
0
-------------
14,850
0
-------------
1,717
0
-------------
996,676
0
-------------
0
130ATLAS D EVANS
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
246,510
-------------
0
10,000
-------------
0
19,506
-------------
0
36,844
-------------
0
22,260
-------------
0
335,120
-------------
0
0
-------------
0
131KEVIN T GIORDANO
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
230,220
-------------
0
24,334
-------------
0
5,947
-------------
0
15,148
-------------
0
32,015
-------------
0
307,664
-------------
0
0
-------------
0
132MICHELE L GOUGEON MSC
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
361,441
-------------
0
45,900
-------------
0
21,175
-------------
0
41,886
-------------
0
22,738
-------------
0
493,140
-------------
0
0
-------------
0
133JUDI S GREENBERG ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
180,702
0
-------------
300
0
-------------
17,465
0
-------------
22,303
0
-------------
27,721
0
-------------
248,491
0
-------------
0
134GERARD F HADLEY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
210,547
0
-------------
20,196
0
-------------
17,739
0
-------------
25,289
0
-------------
15,634
0
-------------
289,405
0
-------------
0
135JOHN R HIGHAM ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
292,328
0
-------------
49,155
0
-------------
13,047
0
-------------
24,900
0
-------------
20,870
0
-------------
400,300
0
-------------
0
136STEPHEN R JENNEY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
268,648
-------------
0
98,573
-------------
0
46,702
-------------
0
36,845
-------------
0
23,618
-------------
0
474,386
-------------
0
0
-------------
0
137LAURA STEPHENS KHOSHBIN ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
189,788
0
-------------
3,800
0
-------------
5,541
0
-------------
21,384
0
-------------
7,207
0
-------------
227,720
0
-------------
0
138KATHERINE M KNEELAND ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
229,935
0
-------------
13,500
0
-------------
51,772
0
-------------
29,700
0
-------------
8,503
0
-------------
333,410
0
-------------
0
139DAVID A LAGASSE
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
263,188
0
-------------
36,792
0
-------------
79,323
0
-------------
29,700
0
-------------
30,514
0
-------------
439,517
0
-------------
0
140LAURIE R LAMOUREUX
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
216,064
-------------
0
47,875
-------------
0
64,048
-------------
0
15,371
-------------
0
7,764
-------------
0
351,122
-------------
0
0
-------------
0
141EDWARD J OLIVIER
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
200,723
-------------
0
34,486
-------------
0
58,295
-------------
0
10,492
-------------
0
17,004
-------------
0
321,000
-------------
0
0
-------------
0
142ANDREA G RE ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
136,551
0
-------------
300
0
-------------
14,651
0
-------------
13,258
0
-------------
8,134
0
-------------
172,894
0
-------------
0
143MARY E SHAUGHNESSY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
310,640
0
-------------
35,090
0
-------------
68,784
0
-------------
29,700
0
-------------
19,044
0
-------------
463,258
0
-------------
0
144TRACY A SYKES ESQ
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
199,008
0
-------------
300
0
-------------
22,485
0
-------------
22,210
0
-------------
24,245
0
-------------
268,248
0
-------------
0
145PAUL ANDERSON MD PHD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
515,379
-------------
0
82,500
-------------
0
53,626
-------------
0
36,843
-------------
0
25,512
-------------
0
713,860
-------------
0
0
-------------
0
146SHELLY ANDERSON MPM
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
402,327
-------------
0
83,379
-------------
0
98,154
-------------
0
18,900
-------------
0
21,416
-------------
0
624,176
-------------
0
0
-------------
0
147SUSAN DEMPSEY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
269,228
-------------
0
26,127
-------------
0
29,153
-------------
0
29,700
-------------
0
20,749
-------------
0
374,957
-------------
0
0
-------------
0
148KEREN DIAMOND
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
211,301
0
-------------
35,491
0
-------------
41,438
0
-------------
26,181
0
-------------
15,935
0
-------------
330,346
0
-------------
0
149MARGARET M DUGGAN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
220,051
-------------
0
193,590
-------------
0
80,702
-------------
0
27,000
-------------
0
27,477
-------------
0
548,820
-------------
0
0
-------------
0
150LINDA FLAHERTY RN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
191,812
-------------
0
25,644
-------------
0
20,998
-------------
0
33,433
-------------
0
19,009
-------------
0
290,896
-------------
0
0
-------------
0
151TIMOTHY E FOSTER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
861,375
-------------
0
51,850
-------------
0
15,100
-------------
0
13,500
-------------
0
22,741
-------------
0
964,566
-------------
0
0
-------------
0
152LAWRENCE S FRIEDMAN MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
438,879
-------------
0
30,627
-------------
0
39,509
-------------
0
14,850
-------------
0
19,801
-------------
0
543,666
-------------
0
0
-------------
0
153JOANNE M FUCILE
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
211,579
-------------
0
22,596
-------------
0
22,779
-------------
0
32,333
-------------
0
9,331
-------------
0
298,618
-------------
0
0
-------------
0
154MARY JO GAGNON
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
219,784
0
-------------
12,861
0
-------------
51,502
0
-------------
29,271
0
-------------
11,636
0
-------------
325,054
0
-------------
0
155JOSEPH GOLD MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
403,430
-------------
0
48,168
-------------
0
-1,575
-------------
0
41,886
-------------
0
22,993
-------------
0
514,902
-------------
0
0
-------------
0
156GEORGE GOUGIAN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
126,074
-------------
0
15,183
-------------
0
17,551
-------------
0
8,292
-------------
0
20,123
-------------
0
187,223
-------------
0
0
-------------
0
157ROSEMARY HENCHEY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
161,251
-------------
0
5,250
-------------
0
24,419
-------------
0
10,336
-------------
0
8,749
-------------
0
210,005
-------------
0
0
-------------
0
158MICHAEL J HESSION MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
269,476
-------------
0
39,569
-------------
0
38,577
-------------
0
36,845
-------------
0
22,762
-------------
0
407,229
-------------
0
0
-------------
0
159ALEX F JOHNSON
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
276,588
-------------
0
25,000
-------------
0
12,890
-------------
0
36,845
-------------
0
19,341
-------------
0
370,664
-------------
0
0
-------------
0
160PARDON R KENNEY MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
416,675
-------------
0
32,660
-------------
0
45,799
-------------
0
36,840
-------------
0
25,048
-------------
0
557,022
-------------
0
0
-------------
0
161CHRISTOPHER J KWOLEK MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
817,600
-------------
0
40,750
-------------
0
106,196
-------------
0
36,842
-------------
0
33,693
-------------
0
1,035,081
-------------
0
0
-------------
0
162JANET LARSON MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
389,359
-------------
0
30,700
-------------
0
30,038
-------------
0
12,150
-------------
0
20,801
-------------
0
483,048
-------------
0
0
-------------
0
163PAMELA K LEVANGIE
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
176,630
-------------
0
0
-------------
0
20,604
-------------
0
18,436
-------------
0
3,173
-------------
0
218,843
-------------
0
0
-------------
0
164KEITH D LILLEMOE MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
762,928
-------------
0
137,500
-------------
0
116,263
-------------
0
36,841
-------------
0
26,100
-------------
0
1,079,632
-------------
0
0
-------------
0
165EDWARD LISTON-KRAFT PHD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
214,100
-------------
0
19,048
-------------
0
29,488
-------------
0
26,662
-------------
0
961
-------------
0
290,259
-------------
0
0
-------------
0
166CORI LOESCHER MM BSN RN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
214,574
-------------
0
5,000
-------------
0
14,754
-------------
0
18,018
-------------
0
4,372
-------------
0
256,718
-------------
0
0
-------------
0
167ROBERT T MCCALL
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
190,265
-------------
0
21,420
-------------
0
16,979
-------------
0
20,028
-------------
0
21,476
-------------
0
270,168
-------------
0
0
-------------
0
168CHERYL MERRILL RN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
261,000
0
-------------
14,250
0
-------------
38,067
0
-------------
27,000
0
-------------
6,694
0
-------------
347,011
0
-------------
0
169ELLEN A MOLONEY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
486,457
0
-------------
157,828
0
-------------
59,803
0
-------------
29,700
0
-------------
12,378
0
-------------
746,166
0
-------------
0
170STEPHANIE N NADOLNY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
156,610
-------------
0
17,230
-------------
0
16,145
-------------
0
10,014
-------------
0
15,109
-------------
0
215,108
-------------
0
0
-------------
0
171BRITAIN W NICHOLSON MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
576,564
-------------
0
97,504
-------------
0
89,660
-------------
0
36,843
-------------
0
20,603
-------------
0
821,174
-------------
0
0
-------------
0
172DOST ONGUR MD PHD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
258,768
-------------
0
10,500
-------------
0
-9,664
-------------
0
18,689
-------------
0
25,877
-------------
0
304,170
-------------
0
0
-------------
0
173JEFFREY C POLLOCK
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
222,930
-------------
0
57,316
-------------
0
1,462
-------------
0
18,000
-------------
0
34,383
-------------
0
334,091
-------------
0
0
-------------
0
174LESLIE PORTNEY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
154,128
-------------
0
0
-------------
0
36,363
-------------
0
25,028
-------------
0
19,551
-------------
0
235,070
-------------
0
0
-------------
0
175ANN L PRESTIPINO
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
492,800
-------------
0
78,045
-------------
0
95,977
-------------
0
41,886
-------------
0
9,020
-------------
0
717,728
-------------
0
0
-------------
0
176CHRISTINE REILLY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
112,313
-------------
0
0
-------------
0
61,082
-------------
0
7,396
-------------
0
704
-------------
0
181,495
-------------
0
0
-------------
0
177KERRY J RESSLER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
287,998
-------------
0
29,325
-------------
0
2,707
-------------
0
18,900
-------------
0
21,286
-------------
0
360,216
-------------
0
0
-------------
0
178JOHN SARRO
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
317,250
-------------
0
0
-------------
0
18,139
-------------
0
14,850
-------------
0
20,781
-------------
0
371,020
-------------
0
0
-------------
0
179SCOTT L SCHISSEL MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
273,352
-------------
0
15,398
-------------
0
35,673
-------------
0
29,700
-------------
0
19,997
-------------
0
374,120
-------------
0
0
-------------
0
180NANCY D SCHMIDT
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
254,075
0
-------------
29,460
0
-------------
92,266
0
-------------
29,700
0
-------------
21,260
0
-------------
426,761
0
-------------
0
181ANTHONY J SCIBELLI MS
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
254,309
-------------
0
39,560
-------------
0
24,251
-------------
0
11,051
-------------
0
13,094
-------------
0
342,265
-------------
0
0
-------------
0
182ARTHUR ST GERMAIN
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
0
-------------
119,098
0
-------------
10,545
0
-------------
37,944
0
-------------
17,186
0
-------------
21,825
0
-------------
206,598
0
-------------
0
183DENIS G STRATFORD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
195,737
-------------
0
0
-------------
0
-4,469
-------------
0
24,965
-------------
0
20,427
-------------
0
236,660
-------------
0
0
-------------
0
184INEZ TUCK
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
208,088
-------------
0
0
-------------
0
31,995
-------------
0
28,475
-------------
0
9,291
-------------
0
277,849
-------------
0
0
-------------
0
185ALAMJIT S VIRK MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
408,554
-------------
0
12,100
-------------
0
1,163
-------------
0
10,800
-------------
0
20,973
-------------
0
453,590
-------------
0
0
-------------
0
186RON M WALLS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
1,212,750
-------------
0
187,275
-------------
0
845,884
-------------
0
29,700
-------------
0
26,885
-------------
0
2,302,494
-------------
0
0
-------------
0
187ROBERT D WELCH
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
175,897
-------------
0
19,890
-------------
0
25,041
-------------
0
26,166
-------------
0
20,920
-------------
0
267,914
-------------
0
0
-------------
0
188SHEILA M WOOLLEY
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
242,621
-------------
0
43,235
-------------
0
41,003
-------------
0
36,470
-------------
0
21,613
-------------
0
384,942
-------------
0
0
-------------
0
189DAVID C BROOKS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
190,234
-------------
0
11,888
-------------
0
1,364,337
-------------
0
25,722
-------------
0
23,630
-------------
0
1,615,811
-------------
0
0
-------------
0
190BOB S CARTER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
1,039,289
-------------
0
652,587
-------------
0
77,329
-------------
0
32,400
-------------
0
40,259
-------------
0
1,841,864
-------------
0
0
-------------
0
191THOMAS F HOLOVACS MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
1,150,905
-------------
0
324,283
-------------
0
109,402
-------------
0
36,842
-------------
0
22,304
-------------
0
1,643,736
-------------
0
0
-------------
0
192AMAN B PATEL MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
1,349,386
-------------
0
2,000
-------------
0
307,098
-------------
0
36,841
-------------
0
26,099
-------------
0
1,721,424
-------------
0
0
-------------
0
193JON P WARNER MD
SEE SCHEDULE O - O & T TITLES
(i)

(ii)
1,618,938
-------------
0
18,350
-------------
0
108,701
-------------
0
36,841
-------------
0
22,304
-------------
0
1,805,134
-------------
0
0
-------------
0
194JANIS P BELLACK PHD
FORMER O - IHP
(i)

(ii)
0
-------------
375,951
0
-------------
12,901
0
-------------
50,851
0
-------------
28,342
0
-------------
8,171
0
-------------
476,216
0
-------------
0
195DANIEL J GROSS
FORMER O - NWCF, NWH, NWHC, NWMG
(i)

(ii)
0
-------------
393,138
0
-------------
43,297
0
-------------
72,665
0
-------------
29,700
0
-------------
22,813
0
-------------
561,613
0
-------------
0
196THOMAS LYNCH JR MD
FORMER O - MGPO
(i)

(ii)
237,537
-------------
0
0
-------------
0
9,595
-------------
0
18,422
-------------
0
9,983
-------------
0
275,537
-------------
0
0
-------------
0
197REYNOLD G SPADONI
FORMER O - PHC
(i)

(ii)
0
-------------
229,116
0
-------------
0
0
-------------
30,131
0
-------------
21,380
0
-------------
14,561
0
-------------
295,188
0
-------------
0
198KERRY R WATSON
FORMER O - NWH, NWHC
(i)

(ii)
0
-------------
0
0
-------------
0
0
-------------
596,520
0
-------------
0
0
-------------
552
0
-------------
597,072
0
-------------
0
199JOSEPH L WOODIN
FORMER O - MVH, WNR
(i)

(ii)
158,205
-------------
0
60,000
-------------
0
146,292
-------------
0
8,100
-------------
0
19,545
-------------
0
392,142
-------------
0
0
-------------
0
200DENNIS AUSIELLO MD
FORMER K - GHC
(i)

(ii)
344,701
-------------
0
500
-------------
0
115,084
-------------
0
36,845
-------------
0
21,836
-------------
0
518,966
-------------
0
0
-------------
0
201BARBARA E BIERER MD
FORMER K - BWH
(i)

(ii)
317,555
-------------
0
0
-------------
0
34,108
-------------
0
36,842
-------------
0
26,470
-------------
0
414,975
-------------
0
0
-------------
0
202STEVEN D BROWELL MD
FORMER K - NSPG
(i)

(ii)
514,259
-------------
0
3,140
-------------
0
17,620
-------------
0
10,800
-------------
0
23,645
-------------
0
569,464
-------------
0
0
-------------
0
203MAUREEN N CHESLEY
FORMER K - PHC
(i)

(ii)
0
-------------
156,349
0
-------------
18,000
0
-------------
23,382
0
-------------
17,542
0
-------------
22,943
0
-------------
238,216
0
-------------
0
204KENNETH CHISHOLM
FORMER K - MVH
(i)

(ii)
34,838
-------------
0
0
-------------
0
186,254
-------------
0
10,208
-------------
0
2,239
-------------
0
233,539
-------------
0
0
-------------
0
205MARY BETH DIFILIPPO
FORMER K - SKRH
(i)

(ii)
184,359
-------------
0
250
-------------
0
11,315
-------------
0
22,330
-------------
0
19,841
-------------
0
238,095
-------------
0
0
-------------
0
206GARY W GARBERG
FORMER K - PHC
(i)

(ii)
0
-------------
145,769
0
-------------
2,500
0
-------------
23,740
0
-------------
15,329
0
-------------
24,681
0
-------------
212,019
0
-------------
0
207JUDY HAYES
FORMER K - BWFH
(i)

(ii)
114,493
-------------
0
0
-------------
0
14,859
-------------
0
13,991
-------------
0
9,577
-------------
0
152,920
-------------
0
0
-------------
0
208PAULA M HEREAU
FORMER K - SRH
(i)

(ii)
115,387
-------------
0
0
-------------
0
67,904
-------------
0
22,000
-------------
0
10,012
-------------
0
215,303
-------------
0
0
-------------
0
209HARRY W ORF PHD
FORMER K - GHC
(i)

(ii)
489,590
-------------
0
79,200
-------------
0
83,773
-------------
0
36,840
-------------
0
19,513
-------------
0
708,916
-------------
0
0
-------------
0
210SHEILA K PARTRIDGE MD
FORMER K - NWH
(i)

(ii)
760,056
-------------
0
125,419
-------------
0
32,311
-------------
0
10,800
-------------
0
19,171
-------------
0
947,757
-------------
0
0
-------------
0
211LESLIE G SELBOVITZ MD
FORMER K - NWH
(i)

(ii)
0
-------------
0
0
-------------
0
0
-------------
380,068
0
-------------
0
0
-------------
0
0
-------------
380,068
0
-------------
0
212JULIA SINCLAIR MBA
FORMER K - BWH
(i)

(ii)
392,000
-------------
0
86,400
-------------
0
56,337
-------------
0
29,700
-------------
0
25,658
-------------
0
590,095
-------------
0
0
-------------
0
213JEFFREY R ZACK MD
FORMER K - MVH
(i)

(ii)
306,482
-------------
0
100
-------------
0
22,490
-------------
0
12,150
-------------
0
24,418
-------------
0
365,640
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A FIRST CLASS TRAVEL WAS PROVIDED TO A TRUSTEE/EMPLOYEE LISTED ON FORM 990, PART VII. THIS BENEFIT WAS PROVIDED PURSUANT TO A WRITTEN POLICY AND APPROVED BY THE PARTNERS HEALTHCARE COMPENSATION COMMITTEE AND WAS TREATED AS NON-TAXABLE BUSINESS EXPENSE. 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.
PART I, LINE 3 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. MICHAEL R. JAFF, D.O. LYNN MALLOY STOFER ELIZABETH NABEL, M.D. SCOTT RAUCH, M.D. DAVID J. ROBERTS, M.D. PETER SLAVIN, M.D., M.B.A. DAVID STORTO
PART I, LINES 4A-B RECEIPT OF SEVERANCE PAYMENTS KENNETH CHISHOLM - $178,620 JEFFREY P. DION - $25,343 PAULA M. HEREAU - $37,397 CHRISTINE REILLY - $20,691 LESLIE G. SELBOVITZ, M.D. - $370,643 KERRY R. WATSON - $593,725 JOSEPH L. WOODIN - $125,536 NONQUALIFIED RETIREMENT PLAN PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THESE AMOUNTS ARE ALREADY INCLUDED IN THE COMPENSATION DISCLOSED ON SCHEDULE J, PART II LAURIE LAMOUREUX - $25,628 PETER K. MARKELL - $411,586 JOANNE MARQUSEE - $23,997 ELIZABETH G. NABEL, M.D. - $360,043 ANTHONY J. SCIBELLI, MS, MBA - $13,575 PETER L. SLAVIN, M.D., M.B.A - $59,413 DAVID E. STORTO - $231,297 DAVID F. TORCHIANA, M.D. - $2,193,186 RON M. WALLS, M.D. - $781,629
PART I, LINE 7 CERTAIN EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON ACHIEVEMENT OF ORGANIZATIONAL AND INDIVIDUAL GOALS. THE COMPENSATION COMMITTEE OF PARTNERS HEALTHCARE OR THE COMPENSATION COMMITTEES OF PARTNERS SUBORDINATE ENTITIES HAVE THE FINAL AUTHORITY FOR SUCH PAYMENTS.
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.
Schedule J (Form 990) 2019

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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 , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
PARTNERS HEALTHCARE SYSTEM INC &
AFFILIATES GROUP RETURN
Employer identification number
90-0656139
Part
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
Proceeds
A B C D
1 Amount of bonds retired ..................        
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 of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........
               
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........
               
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
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) 2019

Schedule K (Form 990) 2019
Page 2
Part
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
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 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) 2019

Schedule K (Form 990) 2019
Page 3
Part
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
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part
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) 2019

Additional Data


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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.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 section 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 the 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) D A HAAS-KOGAN MD DIRECTOR PHYSICIAN RECRUITMENT   X 250,000 83,334   No Yes   Yes  
(2) E OLIVIER OFFICER RECRUITMENT   X 100,000 60,000   No Yes   Yes  
(3) M BELSKY MD DIRECTOR PHYSICIAN RECRUITMENT   X 271,922 166,239   No Yes   Yes  
(4) S GILGEN OFFICER EMPLOYMENT/HOUSING PURCHASE   X 125,000 99,703   No Yes   Yes  
Total ...............Small Bullet $ 409,276
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) 2019
Schedule L (Form 990 or 990-EZ) 2019
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) B MILLER SPIESS, TRU (FAM) 98,913 SALARY   No
(2) B RATTNER RATTNER, TRU (FAM) 202,025 SALARY   No
(3) B TILS MARQUSEE, TRU, OFF (FAM) 11,900 SALARY   No
(4) BAUPOST GROUP LLC
 
MOONEY, OFF 2,967,817 INVESTMENT MGMT   No
(5) C BENSON DOUBILET, TRU 575,996 SALARY   No
(6) C OLIVIER OLIVIER, OFF (FAM) 95,522 SALARY   No
(7) J RAY RAY, TRU (FAM) 51,993 SALARY   No
(8) K CASPER PIL, TRU (FAM) 293,001 SALARY   No
(9) NPP DEVELOPMENT
 
KRAFT, TRU (FAM) 4,449,630 LEASE   No
(10) NS CARDIO ASSOC
 
ROBERTS, TRU 641,280 SERVICES   No
(11) P HEARON HIGHAM, OFF (FAM) 64,573 SALARY   No
(12) R VANDERHOOP SWEET, TRU,OFF (FAM) 162,600 SALARY   No
(13) SUFFOLK CONSTRUCTION
 
FISH, TRU 13,389,724 CONSTRUCTION SERVICES   No
(14) TEN MAIN ST RE LLC
 
ZUCKER, TRU 178,276 LEASE   No
(15) VIDOC
 
WEITZMAN, TRU (FAM) 227,105 LEASE   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) 2019


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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 imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 6 12,423 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 2,792 FMV
5 Clothing and household
goods .......
X 12,866 FMV
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 910 66,662,432 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 20 3,452 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 ( MEDICAL EQUIPMENT ) X 6 805,431 FMV
26 Other Right pointing arrow large image ( GIFT CERTIFICATES ) X 303 259,735 FMV
27 Other Right pointing arrow large image ( MISCELLANEOUS ) X 207 161,908 FMV
28 Other Right pointing arrow large image ( JEWLERY ) X 12 54,508 FMV
Other Right pointing arrow large image ( PORTRAITS ) X 29 50,404 FMV
Other Right pointing arrow large image ( FOOD ) X 109 40,119 FMV
Other Right pointing arrow large image ( ROUNDS OF GOLF ) X 19 36,290 FMV
Other Right pointing arrow large image ( SPORTING EVENT/THEATER/MUSEUM TICKETS ) X 50 29,161 FMV
Other Right pointing arrow large image ( HOTEL PACKAGES ) X 49 26,759 FMV
Other Right pointing arrow large image ( ADVERTISING ) X 12 15,755 FMV
Other Right pointing arrow large image ( TRAVEL/AIRFARE/TRANSPORTATION ) X 8 2,300 FMV
Other Right pointing arrow large image ( STUDIO PARTY/PARTY ) X 2 1,150 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
2
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 isn't 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 nonstandard 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 didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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) (2019)

Additional Data


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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.
bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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
DUE FROM AFFILIATES 01-31-2018 500 FMV 04-2650246 NEWTON-WELLESLEY HOSPITAL
 
399 REVOLUTION DRIVE SUITE 645
SOMERVILLE,MA021451446
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 significant disposition of assets? ........
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) (2019)

Schedule N (Form 990 or 990-EZ) (2019)
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
 
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) (2019)

Schedule N (Form 990 or 990-EZ) (2019)
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
PART I, LINE 6C: MERGERTHE FOLLOWING ORGANIZATION MERGED INTO ITS 501(C)(3) TAX EXEMPT PARENT ORGANIZATION:NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUNDATION, INC. (04-3455952) MERGED INTONEWTON-WELLESLEY HOSPITAL (04-2103611) EFFECTIVE JANUARY 31, 2018.
Schedule N (Form 990 or 990-EZ) (2019)



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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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: FOR MANY YEARS, PARTNERS HEALTHCARE HAS INVESTED IN THE DEVELOPMENT AND IMPLEMENTATION OF PROGRAMS TO IMPROVE PATIENT CARE QUALITY AND OUTCOMES AND MANAGE THE GROWTH IN THE COSTS OF PATIENT CARE. BEGINNING IN 2007 WITH A CMS DEMONSTRATION PROJECT FOR MEDICARE PATIENTS THESE EFFORTS WERE COORDINATED IN A NUMBER OF SYSTEM-WIDE PATIENT AFFORDABILITY AND COST MANAGEMENT INITIATIVES THAT RESULTED IN THE ADOPTION ACROSS THE NETWORK OF PROGRAMS SUCH AS THE INTEGRATED CARE MANAGEMENT PROGRAM (ICMP), THAT USES IMPROVED INFORMATION SHARING AND ACTIVE CASE MANAGEMENT TO COORDINATE TREATMENT FOR HIGH-RISK PATIENTS ACROSS THE CONTINUUM OF CARE, AND THE TEAM-BASED PATIENT CENTERED MEDICAL HOME (PCMH) MODEL FOR PARTNERS HEALTHCARE PRIMARY CARE PROVIDERS, THAT INCREASES PATIENT ACCESS TO PREVENTATIVE CARE, REDUCES UTILIZATION OF UNNECESSARY SERVICES AND MOVES LOW ACUITY CARE INTO APPROPRIATE COMMUNITY SETTINGS. THE UPWARD PRESSURE ON HEALTHCARE COSTS HAS CONTINUED BOTH NATIONALLY AND LOCALLY, AND THE HEALTHCARE INDUSTRY HAS RESPONDED IN A NUMBER OF WAYS, INCLUDING THE GROWTH OF ALTERNATIVE PAYMENT MODELS, SUCH AS ACCOUNTABLE CARE ORGANIZATIONS (ACOS), THAT EMPHASIZE COST CONTROL AND QUALITY IMPROVEMENT OVER VOLUME, TIGHTER REFERRAL MANAGEMENT BY PROVIDER NETWORKS THAT ARE PARTICIPATING IN RISK CONTRACTS, AND INCREASED COST AND PRICE SENSITIVITY ON THE PART OF REGULATORS, CONSUMERS, EMPLOYERS, INSURERS AND PROVIDER GROUPS. IN ORDER TO RESPOND TO THESE MARKET FORCES, PARTNERS HEALTHCARE HAS ONCE AGAIN COMMITTED TO BE A LEADER IN CLINICAL CARE AND SYSTEM INNOVATION AND IN THE SHIFT TO VALUE-DRIVEN HEALTHCARE BY FOCUSING ITS EFFORTS ON THE FOLLOWING STRATEGIC INITIATIVES: 1. EXPENSE AND RESOURCE MANAGEMENT (ALSO REFERRED TO AS "PARTNERS 2.0") 2. POPULATION HEALTH MANAGEMENT 3. AMBULATORY SERVICES DEVELOPMENT 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 2018, ENDING SEPTEMBER 30, 2018 PARTNERS HEALTHCARE RECORDED 162,190 ADMISSIONS AND 1,012,974 PATIENT DAYS. 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 2018, PARTNERS HEALTHCARE ACUTE CARE HOSPITAL BASED AND NON-HOSPITAL BASED AMBULATORY CARE PROGRAMS RESULTED IN APPROXIMATELY 1,882,000 ROUTINE VISITS, APPROXIMATELY 426,000 EMERGENCY SERVICES VISITS AND APPROXIMATELY 607,000 HOME HEALTH VISITS. BWH IS THE RESULT OF A 1975 MERGER OF THE PETER BENT BRIGHAM HOSPITAL, THE ROBERT BRECK BRIGHAM HOSPITAL AND THE BOSTON HOSPITAL FOR WOMEN, WHOSE INPATIENT FACILITIES WERE PHYSICALLY CONSOLIDATED IN 1980. IN THE 2018-19 U.S. NEWS AND WORLD REPORT, BWH RANKED #13 IN THE NATION, #2 IN MASSACHUSETTS AND #2 IN BOSTON METRO AREA AND WAS NATIONALLY RECOGNIZED IN ELEVEN ADULT SPECIALTIES AND NINE PROCEDURES AND CONDITIONS, INCLUDING: CANCER, CARDIOLOGY AND HEART SURGERY, DIABETES AND ENDOCRINOLOGY, GASTROENTEROLOGY & GI SURGERY, GERIATRICS, GYNECOLOGY, NEPHROLOGY, NEUROLOGY & NEUROSURGERY, ORTHOPEDICS, PULMONOLOGY, AND RHEUMATOLOGY. BWH PROVIDES OUTPATIENT SERVICES, INCLUDING PRIMARY CARE, SPECIALTY CARE, DIAGNOSTICS, IMAGING AND AMBULATORY PROCEDURES AT NUMEROUS AMBULATORY PRACTICES IN VARIOUS 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 REMAINDER ARE 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 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. BWH IS LICENSED BY THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH (DPH) TO OPERATE 804 BEDS, 799 OF WHICH WERE STAFFED AS OF SEPTEMBER 30, 2018. PURSUANT TO A JOINT VENTURE IN ADULT ONCOLOGY BETWEEN BWH AND DANA FARBER CANCER INSTITUTE, INC. (DFCI), THIRTY BEDS THAT ARE ON DFCI'S LICENSE ARE LOCATED ON BWH'S MAIN CAMPUS AND ARE SUPPORTED BY BWH PURSUANT TO SERVICE CONTRACTS WITH DFCI. ORIGINALLY A DIVISION OF MGH, WHICH WAS FOUNDED BY SPECIAL ACT OF THE MASSACHUSETTS LEGISLATURE IN 1811, THE GENERAL WAS SEPARATELY INCORPORATED AS A SUBSIDIARY OF MGH IN 1980. THE GENERAL HOSPITAL ADMITTED ITS FIRST PATIENT IN 1821. IT IS THE THIRD OLDEST GENERAL, NON-MILITARY HOSPITAL IN THE UNITED STATES AND THE OLDEST IN NEW ENGLAND. IN THE 2018-19 U.S. NEWS AND WORLD REPORT, THE GENERAL RANKED #2 IN THE NATION, #1 IN MASSACHUSETTS AND #1 IN BOSTON BASED ON QUALITY OF CARE, PATIENT SAFETY AND REPUTATION IN SIXTEEN CLINICAL SPECIALTIES, INCLUDING CANCER, CARDIOLOGY & HEART SURGERY, DIABETES & ENDOCRINOLOGY, EAR, NOSE & THROAT, GASTROENTEROLOGY & GI SURGERY, GERIATRICS, GYNECOLOGY, NEPHROLOGY, NEUROLOGY & NEUROSURGERY, OPHTHALMOLOGY, ORTHOPEDICS, PSYCHIATRY, PULMONOLOGY, REHABILITATION, RHEUMATOLOGY, AND UROLOGY. ADDITIONALLY, THE GENERAL RANKED #1 FOR PSYCHIATRY, #2 FOR DIABETES & ENDOCRINOLOGY, EAR, NOSE & THROAT. THE GENERAL HOSPITAL IS RECOGNIZED AS A "MAGNET" HOSPITAL BY THE AMERICAN NURSES CREDENTIALING CENTER. MAGNET DESIGNATION REPRESENTS THE HIGHEST HONOR AVAILABLE FOR NURSING EXCELLENCE AND IS ACHIEVED BY FEWER THAN 7% OF HOSPITALS IN THE UNITED STATES. THE GENERAL HOSPITAL IS LICENSED BY THE DPH TO OPERATE 1,035 BEDS, 1,011 OF WHICH WERE STAFFED AS OF SEPTEMBER 30, 2018. COMMUNITY HOSPITALS PARTNERS HEALTHCARE CURRENTLY OPERATES EIGHT ACUTE CARE COMMUNITY HOSPITALS AS SHOWN IN THE TABLE BELOW, TWO OF WHICH OPERATE ON NSMC'S LICENSE. NSMC IS IN THE PROCESS OF CONSOLIDATING UNION HOSPITAL INPATIENT SERVICES INTO THE SALEM HOSPITAL SITE, WHICH IS CURRENTLY UNDERGOING RENOVATIONS TO ACCOMMODATE THIS CONSOLIDATION AND PLANNED PROGRAMMATIC CHANGES. GENERALLY, EACH OF THE MAINLAND COMMUNITY HOSPITALS OFFER A BROAD RANGE OF INPATIENT AND OUTPATIENT SERVICES INCLUDING BUT NOT LIMITED TO SOME OR ALL OF THE FOLLOWING, DEPENDING ON THE PARTICULAR HOSPITAL: MEDICAL/SURGICAL, ORTHOPEDIC, PEDIATRIC, GERIATRIC, GYNECOLOGICAL, OBSTETRICS, EMERGENCY, INTENSIVE CARE, PSYCHIATRIC AND REHABILITATIVE PROGRAMS. THE ISLAND HOSPITALS, MVH AND NCH, HAVE A SOMEWHAT MORE LIMITED RANGE OF INPATIENT AND OUTPATIENT SERVICES, BUT EACH OF THEM HAS LONG-STANDING COLLABORATIONS WITH THE GENERAL IN A VARIETY OF SPECIALTIES AND USES TELEMEDICINE LINKS TO THE GENERAL. MOST OF THE COMMUNITY HOSPITALS OFFER RESIDENCY PROGRAMS IN SELECTED MEDICAL SERVICES AND SPECIALTIES AND SERVE AS TRAINING SITES FOR STUDENTS IN MEDICINE, NURSING AND OTHER FIELDS THROUGH AFFILIATIONS WITH HARVARD UNIVERSITY'S MEDICAL AND DENTAL SCHOOLS AND THE TUFTS UNIVERSITY SCHOOL OF MEDICINE.
FORM 990, PART III - PROGRAM SERVICE (ATTACHEMENT 1) NAME LOCATION LICENSED BEDS AS OF 9/30/18 BWFH JAMAICA PLAIN (BOSTON), MA 162 CDH NORTHAMPTON, MA 140 MVH MARTHA'S VINEYARD ISLAND, MA 25 NCH NANTUCKET ISLAND, MA 19 NSMC SALEM, MA/LYNN, MA 372 NWH NEWTON, MA 265 WDH DOVER, NH 178 PARTNERS HEALTHCARE COMMUNITY HOSPITALS ALSO OFFER EXTENSIVE AMBULATORY CARE SERVICES. FOR EXAMPLE, BWFH OFFERS AN OUTPATIENT CENTER IN BREAST HEALTH CARE, AND OUTPATIENT SERVICES AT NWH INCLUDE A CANCER CENTER, SPINE CENTER, WOMEN'S IMAGING CENTER, CARDIOVASCULAR HEALTH CENTER, JOINT RECONSTRUCTION CENTER, DIABETES CENTER AND AN AMBULATORY SURGERY CENTER. NSMC OFFERS IMAGING SERVICES, CARDIOLOGY TESTING AND SURGICAL SUITES DESIGNED EXCLUSIVELY FOR OUTPATIENT SURGERY AND DIAGNOSTIC ENDOSCOPIC PROCEDURES. PHYSICIAN SECTOR PARTNERS HEALTHCARE HAS AN EXTENSIVE NETWORK OF APPROXIMATELY 6,800 EMPLOYED AND AFFILIATED PHYSICIANS THAT CONSISTS OF APPROXIMATELY 1,100 COMMUNITY AND ACADEMIC PCPS, APPROXIMATELY 1,650 COMMUNITY SPECIALISTS AND APPROXIMATELY 4,050 ACADEMIC SPECIALISTS. INCLUDED WITHIN THESE PHYSICIAN TOTALS ARE APPROXIMATELY 1,550 PHYSICIANS WHO ARE NOT EMPLOYED BY PARTNERS HEALTHCARE AND THEREFORE THE FINANCIAL RESULTS OF THEIR PRACTICES ARE NOT INCLUDED IN THE FINANCIAL RESULTS OF THE PARTNERS HEALTHCARE PHYSICIAN SECTOR. THE TWO ACADEMIC PHYSICIAN ORGANIZATIONS, BWPO AND MGPO, EMPLOY SUBSTANTIALLY ALL OF THE STAFF PHYSICIANS WHO PROVIDE HEALTHCARE SERVICES TO PATIENTS AT BWH AND THE GENERAL, RESPECTIVELY. THE BWPO AND MGPO PHYSICIANS ALSO SUPERVISE OTHER PROFESSIONAL AND TECHNICAL PERSONNEL AND TEACH MEDICAL STUDENTS AND RESIDENTS AT BWH AND THE GENERAL, RESPECTIVELY. REHABILITATION CARE SECTOR PARTNERS CONTINUING CARE OVERSEES THE MANAGEMENT, DELIVERY AND INTEGRATION OF NON-ACUTE SERVICES IN THE PARTNERS HEALTHCARE SYSTEM. SPAULDING REHABILITATION NETWORK. THE SPAULDING REHABILITATION NETWORK INCLUDES SPAULDING REHABILITATION HOSPITAL IN CHARLESTOWN, AS WELL AS SPAULDING REHABILITATION HOSPITAL CAPE COD, SPAULDING HOSPITAL CAMBRIDGE AND SPAULDING NURSING AND THERAPY CENTER BRIGHTON, AS WELL AS TWENTY-FIVE OUTPATIENT SITES THROUGHOUT EASTERN MASSACHUSETTS. THE NETWORK INVOLVES THREE HOSPITAL FACILITIES AS SHOWN IN THE TABLE BELOW, TWO OF WHICH ARE INPATIENT REHABILITATION FACILITIES (IRFS) AND ONE OF WHICH IS LICENSED AS A LONG-TERM ACUTE CARE (LTAC) FACILITY. SPAULDING BOSTON IS ONE OF THE LARGEST SPECIALTY IRFS IN THE UNITED STATES AND SERVES AS A REFERRAL HOSPITAL FOR ACUTE CARE HOSPITALS IN THE REGION. IN THE 2018-19 U.S. NEWS AND WORLD REPORT SPAULDING REHABILITATION HOSPITAL RANKED #3 FOR REHABILITATION. EACH OF THE SPAULDING IRFS OPERATES A NUMBER OF OUTPATIENT FACILITIES OFFERING A VARIETY OF THERAPY SERVICES. SPAULDING REHABILITATION NETWORK NAME AND LOCATION FACILITY TYPE LICENSED BEDS SPAULDING BOSTON IRF 132 SPAULDING CAMBRIDGE LTAC 180 SPAULDING CAPE COD IRF 60 (EAST SANDWICH) SKILLED NURSING. PARTNERS HEALTHCARE OWNS FREE-STANDING SKILLED NURSING FACILITIES (SNFS) TO ACCOMMODATE BOTH SHORT TERM AND LONGER-TERM PATIENT NEEDS. FREE-STANDING SNFS INCLUDE SPAULDING BRIGHTON AND THE CLARK HOUSE. THE FORMER SPAULDING NORTH END (140-BED SNF) AND WEST ROXBURY (81-BED SNF) SITES WERE CONSOLIDATED INTO SPAULDING BRIGHTON, A 123-BED SNF THAT OPENED IN OCTOBER 2017. THE MGH HEALTH SERVICES CORPORATION IS A GENERAL PARTNER IN FOX HILL VILLAGE PARTNERSHIP WHICH OPERATES THE CLARK HOUSE, A 70-BED SNF LOCATED IN WESTWOOD, MASSACHUSETTS ON THE CAMPUS OF THE FOX HILL VILLAGE RETIREMENT COMMUNITY. HOME HEALTH. HOME HEALTH CARE IS AN ESSENTIAL PART OF THE CONTINUUM OF CARE. IT SUPPORTS THE TRANSITION OF PATIENTS BACK INTO THE COMMUNITY, PROMOTES THEIR INDEPENDENCE, REDUCES THE NEED FOR HOSPITALIZATION AND INSTITUTIONALIZATION AND IS A COST-EFFECTIVE ALTERNATIVE TO INPATIENT CARE. PHH SERVES A GEOGRAPHIC AREA FROM NEWBURYPORT TO THE NORTH OF BOSTON, TO FRAMINGHAM IN THE WEST, AND PLYMOUTH IN THE SOUTH. WITH REGIONAL BRANCH OFFICES IN BEVERLY, WALTHAM AND BRAINTREE, PHH EMPLOYS APPROXIMATELY 860 STAFF MEMBERS AND IS ONE OF THE LARGEST HOME HEALTH CARE PROVIDERS IN EASTERN MASSACHUSETTS. PHH'S MEDICARE-CERTIFIED DIVISION IS ACCREDITED BY THE JOINT COMMISSION. PSYCHIATRIC CARE SECTOR MCLEAN IS A TERTIARY PSYCHIATRIC REFERRAL AND RESEARCH HOSPITAL LICENSED FOR 324 BEDS LOCATED IN BELMONT, MASSACHUSETTS. MCLEAN PROVIDES A CONTINUUM OF INPATIENT, ACUTE AND LONG-TERM RESIDENTIAL, PARTIAL HOSPITALIZATION AND TREATMENT-SPECIFIC OUTPATIENT SERVICES TO CHILDREN, ADOLESCENTS, ADULTS AND GERIATRIC PATIENTS. IT ALSO HAS TWO SPECIALIZED SCHOOLS FOR CHILDREN AND ADOLESCENTS THAT OFFER A RANGE OF THERAPEUTIC SERVICES. IT IS THE LARGEST PSYCHIATRIC TEACHING AFFILIATE OF HARVARD MEDICAL SCHOOL. IN THE 2018-19 U.S. NEWS AND WORLD REPORT, MCLEAN HOSPITAL RANKED #2 IN THE NATION FOR PSYCHIATRY. MCLEAN BENEFITS FROM A WIDE ARRAY OF CLINICAL AND HOSPITAL REFERRAL SOURCES AND ATTRACTS PATIENTS REQUIRING COMPLEX TREATMENT BOTH FROM THE GREATER EASTERN MASSACHUSETTS REGION AND, TO A DEGREE, NATIONALLY AND INTERNATIONALLY. FOR EACH OF THE LAST 20 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. ALL OF MCLEAN'S ACTIVE STAFF OF 136 PHYSICIANS AND PSYCHOLOGISTS HOLD HARVARD MEDICAL SCHOOL APPOINTMENTS. MCLEAN, IN CONJUNCTION WITH THE GENERAL, OPERATES TRAINING PROGRAMS FOR RESIDENTS AND OTHERS IN ALL FIELDS OF PSYCHIATRY AND FOR STUDENTS AND FELLOWS IN PSYCHOLOGY, SUBSTANCE ABUSE TREATMENT AND NEUROLOGY. MCLEAN OFFERS A NUMBER OF CLINICAL PROGRAMS, BOTH ON AND OFF CAMPUS. THESE INCLUDE, BUT ARE NOT LIMITED TO, SATELLITE PROGRAMS AT NINE SITES IN THE GREATER EASTERN MASSACHUSETTS REGION AND ONE IN MAINE THAT OFFER ONE OR MORE OF INPATIENT, RESIDENTIAL, PARTIAL HOSPITAL, SUBSTANCE ABUSE TREATMENT AND INTENSIVE EVALUATION AND DIAGNOSTIC SERVICES FOR PATIENTS OF ALL AGES. PHYSICIAN SECTOR PARTNERS HEALTHCARE PROVIDES EMERGENCY AND OTHER CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE COST OF PROVIDING THAT CARE IS REFLECTED IN THE STATEMENTS OF OPERATIONS. SERVICES PROVIDED TO CHARITY CARE PATIENTS, FOR WHICH ACUTE CARE HOSPITALS RECEIVE REIMBURSEMENT THROUGH THE STATEWIDE HEALTH SAFETY NET TRUST FUND (HSN), AND TO PATIENTS COVERED UNDER THE MEDICARE AND MEDICAID PROGRAMS GENERATE COSTS FOR WHICH PARTNERS HEALTHCARE IS NOT FULLY REIMBURSED. SEE "PATIENT CARE REVENUE TRENDS AND METHODOLOGIES" ABOVE FOR A MORE DETAILED DESCRIPTION OF EACH OF THESE PROGRAMS. 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 $1,430 MILLION IN 2018. THE ESTIMATED COST OF SERVICES PROVIDED IS EITHER OBTAINED DIRECTLY FROM A COSTING SYSTEM OR IS BASED ON AN ENTITY SPECIFIC RATIO OF COST TO GROSS CHARGES. IN THE LATTER CASE, COST IS DERIVED BY APPLYING THIS RATIO TO GROSS CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY CARE, MEDICAID AND MEDICARE PATIENTS.
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, AS WELL AS HEALTH SERVICES AND EPIDEMIOLOGICAL RESEARCH. PARTNERS HEALTHCARE HAS THE LARGEST NON-UNIVERSITY-BASED, NON-PROFIT PRIVATE MEDICAL RESEARCH ENTERPRISE IN THE UNITED STATES. HOWEVER, EACH PARTNERS HEALTHCARE AFFILIATE WITH MAJOR RESEARCH OPERATIONS - THE GENERAL, BWH, SPAULDING BOSTON AND MCLEAN - ACT AS SEPARATE RESEARCH GRANT RECIPIENTS. AT PARTNERS HEALTHCARE, WE KNOW THE IMPORTANCE OF RESEARCH AND INNOVATION CANNOT BE OVERSTATED. THE FOUNDING HOSPITALS OF PARTNERS HAVE A LONG TRADITION OF MEDICAL BREAKTHROUGHS, FROM THE FIRST USE OF ETHER FOR SURGERY AT MASSACHUSETTS GENERAL HOSPITAL TO THE FIRST SUCCESSFUL ORGAN TRANSPLANT AT BRIGHAM AND WOMEN'S HOSPITAL. VIRTUALLY EVERY TREATMENT, TEST, DRUG, OR MEDICAL DEVICE IN USE TODAY IS THE RESULT OF SUCCESSFUL RESEARCH FROM THE PAST. THE PARTNERS RESEARCH ENTERPRISE COVERS THE SPECTRUM FROM BASIC SCIENCE TO TRANSLATIONAL AND CLINICAL INVESTIGATION. THIS RESEARCH IS PRIMARILY FUNDED BY THE NATIONAL INSTITUTES OF HEALTH (NIH); BRIGHAM AND WOMEN'S HOSPITAL AND MASSACHUSETTS GENERAL HOSPITAL CONTINUE TO TOP THE LIST OF INDEPENDENT HOSPITALS RECIPIENTS OF NIH FUNDING IN THE COUNTRY. MCLEAN HOSPITAL RANKS AS A TOP RECIPIENT AMONG PRIVATE PSYCHIATRIC HOSPITALS. SCIENTISTS FROM A SPECTRUM OF DISCIPLINES ALSO COLLABORATE WITH DISEASE FOUNDATIONS AND INDUSTRY TO ADVANCE OUR KNOWLEDGE AND HELP TRANSLATE OUR DISCOVERIES INTO PATIENT CARE AS SOON AS POSSIBLE. PARTNERS HEALTHCARE SUPPORTS VARIOUS RESEARCH PROGRAMS TO FACILITATE THE TRANSLATION OF MEDICAL ADVANCES TO ITS PATIENTS. PARTNERS PERSONALIZED MEDICINE (PPM) WAS ESTABLISHED IN 2001 TO REALIZE THE PROMISE OF GENETICS AND GENOMICS IN RESEARCH AND IN MEDICAL PRACTICE. ONE OF THE GOALS OF PPM IS TO HELP ENSURE THAT THE KNOWLEDGE GAINED FROM GENETICS AND GENOMICS BECOMES AN INTEGRAL PART OF DIAGNOSIS, PROGNOSIS AND TREATMENT OF DISEASE (INCLUDING THE DETERMINATION OF THE APPROPRIATE DRUGS) FOR INDIVIDUAL PATIENTS SERVED BY THE PARTNERS HEALTHCARE INSTITUTIONS. UNDER THE OVERSIGHT OF PPM, PARTNERS HEALTHCARE ESTABLISHED THE PARTNERS BIOBANK - A REPOSITORY OF CONSENTED PATIENT SAMPLES LINKED TO THE ELECTRONIC MEDICAL RECORD AND SUPPLEMENTED WITH HEALTH INFORMATION/FAMILY HISTORY FROM SURVEYS. TO DATE OVER 75,000 PATIENTS ARE ENROLLED, AND SAMPLES OF 20,000 PATIENTS HAVE BEEN GENOTYPED. BIOBANK DATA AND SAMPLES ARE USED IN RESEARCH TO BETTER UNDERSTAND, PREVENT, AND TREAT MANY DIFFERENT DISEASES; OVERALL THE BIOBANK HAS SUPPORTED OVER $160 MILLION IN FUNDED RESEARCH STUDIES. AS AN EXAMPLE, THE BIOBANK ENABLED PARTNERS HEALTHCARE TO BE AWARDED TWO GRANTS TOTALING $12 MILLION AS PART OF 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. PARTNERS HEALTHCARE IS ABLE TO LEVERAGE ITS INVESTMENT IN ECARE AND THE BIOBANK TO IDENTIFY RARE AND COMMON GENE VARIANTS AND EXAMINE HOW THOSE VARIANTS RELATE TO DISEASE RISKS AND TREATMENT EFFECTS. ON A NATIONAL SCALE, PARTNERS HEALTHCARE WAS INVOLVED IN FORMULATING THE PRECISION MEDICINE INITIATIVE - 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. PARTNERS HEALTHCARE ALONG WITH BOSTON MEDICAL CENTER HAVE FORMED THE NEW ENGLAND PRECISION MEDICINE CONSORTIUM, A REGIONAL RECRUITMENT SITE FOR THE ALL OF US (AOU) BIOMEDICAL RESEARCH PROGRAM THAT IS THE CORNERSTONE OF THE LARGER PRECISION MEDICINE INITIATIVE. AOU IS FUNDED AT $1.5 BILLION OVER THE NEXT 10 YEARS WITH THE GOAL TO RECRUIT ONE MILLION OR MORE VOLUNTEERS TO A NATIONAL BIOBANK. WITH ADVANCES IN BIG DATA ANALYTICS AND MACHINE LEARNING, HEALTH CARE DATA HAS BECOME THE CORNERSTONE OF MANY NEW DISCOVERIES IN THE DIAGNOSIS AND TREATMENT OF DISEASE. PARTNERS HEALTHCARE HAS A ROBUST PATIENT DATA ASSET, CREATING TOOLS THAT ALLOW THE COMPLIANT USE OF AND ACCESS TO THIS DATA UNDER THE PURVIEW OF THE PARTNERS RESEARCH INFORMATION SCIENCE AND COMPUTING (RISC) DEPARTMENT. LEVERAGING DATA SCIENTISTS, MACHINE LEARNING/ARTIFICIAL INTELLIGENCE, AND CLINICAL EXPERTISE, RISC DEVELOPS NEW CLINICAL APPLICATIONS FOR CLINICAL CARE AND WITH THE POTENTIAL FOR COMMERCIALIZATION. THE PARTNERS BIG DATA COMMONS IS THE FOUNDATION; LAUNCHED IN 2013 TO INTEGRATE DISPARATE ISLANDS OF PATIENT DATA ONTO A COMMON PLATFORM, IT ALLOWS RESEARCHERS TO ANALYZE DATA FROM MULTIPLE SOURCES SUCH AS RADIOLOGY, THE BIOBANK, AND OTHER CLINICAL OR RESEARCH DATA SOURCES TO BETTER UNDERSTAND PATIENT OUTCOMES AND TREATMENT RESPONSES. IN ADDITION, GENERAL ELECTRIC AND PARTNERS HEALTHCARE ESTABLISHED A TEN-YEAR COLLABORATION FOCUSED ON HEALTHCARE AI IN APRIL 2017. LEVERAGING CO-INVESTMENT BY BWH AND THE GENERAL TO LAUNCH THE CENTER FOR CLINICAL DATA SCIENCE, GE AND PARTNERS HEALTHCARE WILL COLLABORATE TO DEVELOP A LEARNING PLATFORM AND CLINICAL APPLICATIONS TO ADVANCE THE USE OF ARTIFICIAL INTELLIGENCE ACROSS A BROAD RANGE OF DIAGNOSTIC AND TREATMENT PARADIGMS. THE IMPLEMENTATION OF ECARE IS ACCELERATING THE TRANSLATION OF NEW DISCOVERIES AND INVENTIONS TO PATIENT CARE. THIS INCLUDES ENABLING TARGETED RESEARCH OPPORTUNITIES TO BE INTEGRATED AT THE POINT-OF-CARE USING TOOLS BUILT BY PARTNERS, INTEGRATING INNOVATIVE HEALTHCARE APPS WITH THE CLINICAL WORKFLOW TO GUIDE CLINICAL DECISION MAKING, AND ALLOWING PATIENTS TO DIRECTLY ENGAGE WITH RESEARCHERS. THE PARTNERS RESEARCH PATIENT PORTAL IS A COMPREHENSIVE, LEADING-EDGE PATIENT RESEARCH ENGAGEMENT SOLUTION THAT CONNECTS PATIENTS WITH RESEARCH STUDIES, PROVIDING OPPORTUNITIES FOR PATIENTS AND RESEARCHERS TO ENGAGE AT DIFFERENT LEVELS OF PARTICIPATION, AND FACILITATES RESEARCH-BASED ELECTRONIC DATA COLLECTION. IN 2014, BWH, TOGETHER WITH THE GENERAL AND HARVARD MEDICAL SCHOOL, WAS AWARDED A SEVEN-YEAR $16.0 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 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 $121.0 MILLION FIVE-YEAR GRANT FROM NIH.
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. GRADUATE MEDICAL EDUCATION: APPROXIMATELY 1,466 RESIDENTS AND 703 CLINICAL FELLOWS IN OVER 285 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 TUFTS UNIVERSITY SCHOOL OF MEDICINE (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. 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 INTERNAL MEDICINE RESIDENCY PROGRAM AND MANY MEMBERS OF NWH'S MEDICAL STAFF AND THE CHIEFS OF ITS CLINICAL DEPARTMENTS HOLD TUSM FACULTY APPOINTMENTS. MEDICAL AND DENTAL STUDENT EDUCATION: 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. OTHER EDUCATION AND TRAINING: IN ADDITION, THE GENERAL SPONSORS PROGRAMS IN 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; THE MGH INSTITUTE OF HEALTH PROFESSIONS PROVIDES EDUCATIONAL TRAINING TO 1,593 STUDENTS IN THE FIELDS OF NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, PHYSICIAN ASSISTANTS STUDIES AND COMMUNICATION SCIENCES & DISORDERS. IHP AWARDED 571 DEGRESS AND ALSO CONDUCTS HEALTHRELATED RESEARCH SUPPORTED BY RESEARCH PROFESSORSHIPS. 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 HEALTH, 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. - 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 ANTHONY A. KLEIN & KEVIN T. BOTTOMLEY - BUSINESS RELATIONSHIP JAMES BRANNEN & MICHAEL BOLDOC, ESQ. - BUSINESS RELATIONSHIP JEFFREY N. SHRIBMAN & ANTHONY A. KLEIN - BUSINESS RELATIONSHIP JOHN M. DEUTCH & ARTHUR L. GOLDSTEIN - BUSINESS RELATIONSHIP JOHN M. DEUTCH & RONALD L. SKATES - BUSINESS RELATIONSHIP PAMELA D. A. REEVE & DAVID ABELMAN - BUSINESS RELATIONSHIP PAULA NESS SPEERS & MARY E. SHAUGHNESSY - BUSINESS RELATIONSHIP PETER K. MARKELL & WILLIAM MAURICE COWAN - BUSINESS RELATIONSHIP RICHARD E. HOLBROOK & J. BRIAN MCCARTHY & TERENCE A. MCGINNIS & CHARLES FRANK DESMOND & JEFFREY N. SHRIBMAN - BUSINESS RELATIONSHIP RICHARD E. HOLBROOK & TERENCE A. MCGINNIS & RICHARD C. BANE & J. BRIAN MCCARTHY - BUSINESS RELATIONSHIP ROGER HAMEL & DAVID VERNO - BUSINESS RELATIONSHIP SCOTT M. SPERLING & MARC N. CASPER - 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
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 11B 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 APRIL 26, 2019 MEETING. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MAY 2, 2019 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 THE OFFICE OF THE 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 HER 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: O & T TITLES CHARLES E. ADAMS: O - NSMC, NSHC, NSPG DALE ADLER, M.D.: T - BWPO CINDY L. AIENA: O - IHP PAUL ANDERSON, M.D., PH.D.: K - BWFH SHELLY ANDERSON, MPM: K - BWFH KATRINA ARMSTRONG, M.D., M.S.C.E: T - GHC, MGH SARAH ARNHOLZ, ESQ.: O - MGPO STANLEY W. ASHLEY, M.D.: T - BWPO (OFF 07/16/18), MED (OFF 06/04/18), IHP MAUREEN BANKS: O - FRC, RHCI, SHC, SKRH; T - HSC ROBERT L. BARBIERI, M.D.: T - BWPO GREGORY A. BIRD: T - NPO (ON 08/17/18) CHRISTINE A. BLASKI, M.D.: T - NSMC, NSHC, NSPG SALLY MASON BOEMER: T - NCH GILES W. BOLAND, M.D.: T - BWPO CHRISTOPHER M. BONO, M.D.: T - BWPO (OFF 06/01/18) MELISSA P. BRENNAN, ESQ.: O - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH JAMES A. BRINK, M.D.: T - CDH (ON 01/01/18), CDHC (ON 01/01/18), VHCD (ON 01/01/18) O'NEIL BRITTON, M.D.: T - MVH, WNR DAVID C. BROOKS, M.D.: HIGHEST COMPENSATED EMPLOYEE CALVIN A. BROWN III, M.D.: T - BWPO DAVID F. BROWN, M.D.: T - CDH, CDHC, VHCD DEBRA A. BURKE, DNP, MBA, RN: T - MVH, WNR ELLEN CAILLE: T - WDPC BOB S. CARTER, M.D.: HIGHEST COMPENSATED EMPLOYEE MICHAEL CARTER: O - PHSSP PAUL CASS: T - WDPC BRUCE A. CHABNER, M.D.: T - NCH EFFIE J. CHAN, ESQ.: O - BWPO, HMA, SSEC JULIE C. CHATTOPADHYAY, ESQ.: O - NWH, NWHC, NWMG ENNIO A. CHIOCCA, M.D., PH.D.: T - BWPO CHRISTOPHER MARK COBURN: O & T - PMI CHRISTOPHER M. COLEY, M.D.: T - MGPO YOLONDA LORIG COLSON, M.D., PH.D.: T - BWPO (ON 11/29/17) DAVID P. CONNOLLY: O - PCPO RAYMOND F. CONWAY, M.D.: T - CDH (OFF 09/24/18), CDHC (OFF 09/24/18), VHCD (OFF 09/24/18) PAUL G. CUSHING, ESQ.: O - NSMC, NSHC, NSPG WILLIAM DANFORD: T - WDHF ERNESTO DASILVA, M.D.: T - NSPG MARCELA G. DEL CARMEN, M.D.: T - WDH SUSAN DEMPSEY: K - BWFH KEREN DIAMOND: K - PHC JEFFREY P. DION: O & T - NWMG (O - OFF 10/23/17), O - NWCF (OFF 10/23/17), NWH (OFF 10/23/17), NWHC (OFF 10/23/17) GERARD M. DOHERTY, M.D.: T - BH, BWFH, BWH, BWPO TERENCE P. DOORLY, M.D.: T - NSPG PETER M. DOUBILET, M.D., PH.D.: T - BWPO (ON 11/29/17) MARGARET M. DUGGAN, M.D.: K - BWFH CHRISTOPHER DUNLEAVY: O - BCP, BH, BRF, BWH, BWHR SUNIL EAPPEN, M.D.: T - BWPO (ON 07/16/18) JEFFREY L. ECKER, M.D.: T - CDH, CDHC, CDPA (OFF 09/30/18), VHCD KHAMA D. ENNIS, M.D., M.P.H.: T - CDH, CDHC, VHCD ATLAS D. EVANS: O - IHP JONATHAN M. FALLON, M.D.: T - CDPA THOMAS L. FAZIO, M.D.: T - PCPO CARLOS FERNANDEZ-DEL CASTILLO, M.D.: T - MGPO (OFF 06/15/18) TIMOTHY G. FERRIS, M.D.: O & T - MGPO, T - GHC, MGH, PCPO, WDH (OFF 01/19/18) CRISTINA R. FERRONE, M.D.: T - MGPO (ON 06/15/18) AARON S. FISHMAN: O & T - NPO (O - ON 09/17/18, T - ON 08/17/18) LINDA FLAHERTY, R.N.: K - MCL TIMOTHY E. FOSTER, M.D.: K - NWH LAWRENCE S. FRIEDMAN, M.D.: K - NWH JOANNE M. FUCILE: K - SHC MARY ANN GAGNON: T - WDPC MARY JO GAGNON: K - NSMC JOSEPH M. GARASIC, M.D.: T - NCH (ON 08/17/18) TERRY J. GARFINKLE, M.D., M.B.A.: T - PCPO ROYA GHAZINOURI, PT, DPT, MS: T - IHP (ON 06/15/18) STEVEN A. GILGEN: O & T - NPO (O - OFF 09/17/18, T - OFF 08/17/18); O - NCH, NCHF KEVIN T. GIORDANO: O - MED RICHARD S. GITOMER, M.D., M.B.A.: T - BWPO JOSEPH GOLD, M.D.: K - MCL MATTHEW GOLDBERG: T - WDH JEFFREY A. GOLDEN, M.D.: T - BH, BWFH, BWH, BWPO TERRI E. GORMAN, M.D.: T - BWPO MICHELE L. GOUGEON M.SC.: O - MCL, MHC GEORGE GOUGIAN: K - FRC PETER A. GRAPE, M.D.: O & T - HMA, SSEC; T - BWPO JUDI S. GREENBERG, ESQ.: O - IHP ROSEMARY B. GUILTINAN, ESQ.: O - PMI MICHAEL L. GUSTAFSON, M.D., M.B.A.: O & T - BWFH (O & T - OFF 07/18/18); T - SSEC (OFF 07/18/18) DAPHNE ADELE HAAS-KOGAN, M.D.: T - BWPO GERARD F. HADLEY: O - BWFH ROBERT HANDIN, M.D.: T - MED MARGOT HARTMANN, M.D., PH.D.: O - NCH; O & T - NPO ANNEMARIE HEATH, CNM: T - CDPA JAMES L. HEFFERNAN: O - MGPO, T - WDH (ON 01/19/18) ROSEMARY HENCHEY: K - NSMC MICHAEL J. HESSION, M.D.: K - HMA JOHN R. HIGHAM, ESQ.: O - GHC, MGH THOMAS F. HOLOVACS, M.D.: HIGHEST COMPENSATED EMPLOYEE THEODORE S. HONG, M.D.: T - MGPO TERRIE E. INDER, M.B.CH.B.: T - BWPO JEANETTE IVES ERICKSON, DNP, RN, FAAN: K - GHC; T - IHP MICHAEL R. JAFF, D.O.: T & O - NWCF (T & O - OFF 01/31/18), NWH, NWHC, NWMG; T - MVH, PCPO, WNR ALAN ANTHONY JAMES: T - CDH, CDHC, VHCD, MVH, WDH, WNR LOUIS G. JENIS, M.D.: K - NWH, T - NWMG (ON 07/01/18) STEPHEN R. JENNEY: O - BWPO ALEX F. JOHNSON: K - IHP WILLIAM C. JOHNSTON: O - BWPO, HMA; O & T - SSEC ANNE KALTER, M.D.: T - WDH JAMES D. KANG, M.D.: T - BWPO STEVEN E. KAPFHAMMER: O & T - NSPG PARDON R. KENNEY, M.D.: K - BWFH LAURA STEPHENS KHOSHBIN, ESQ.: O - PHSSP BARRETT KITCH, M.D.: T - NSPG RONALD E. KLEINMAN, M.D.: T - MGPO ANNE KLIBANSKI, M.D.: T - PMI KATHERINE M. KNEELAND, ESQ.: O - HSC (OFF 06/15/18) THOMAS S. KUPPER, M.D.: T - BWPO CHRISTOPHER J. KWOLEK, M.D.: K - NWH DAVID A. LAGASSE: O - MCL & MHC LAURIE LAMOUREUX: O - CDH, CDPA JANET LARSON, M.D.: K - NWH PATRICK T. LEE, M.D.: T - NSPG (ON 01/16/18) PAMELA K. LEVANGIE: K - IHP KEITH D. LILLEMOE, M.D.: K - GHC EDWARD LISTON-KRAFT, PH.D.: K - BWFH CORI LOESCHER, MM, BSN, RN, NEA-BC: K - BWFH JOSEPH LOSCALZO, M.D., PH.D.: O & T - MED; T - BCP, BH, BWFH, BWH, BWPO DAVID N. LOUIS, M.D.: T - MGPO HUGH MACDONALD: T - WDPC (OFF 06/01/18) HEATHER COLMORE MACK: O & T - NWCF (O & T - OFF 01/31/18) PETER K. MARKELL: O & T - BCP, BRF, BWHR, HSC, PHSSP, PMI; O - BH, BWFH, BWH, GHC, MGH, NWH (ON 12/13/17, OFF 01/10/18); T - MCL, MHC JOANNE MARQUSEE: O & T - CDH, CDHC, CDPA, VHCD NAVNEET MARWAHA, M.D.: T - CDPA ROBERT T. MCCALL: K - PCC DAVID O. MCCREADY, MBA, MHA: O & T - BWFH (O & T - ON 07/18/18) MAURY E. MCGOUGH, M.D.: T - NSMC, NSHC, NSPG CHERYL MERRILL, R.N., M.S.N., N.E.A.-B.C.: K - NSMC PAULA MILONE-NUZZO, PHD, RN, FAAN, FHHC: O & T - IHP ELLEN A. MOLONEY: K - NWH ELIZABETH A. MORT CALCAGNI, M.D., M.P.H.: T - CDH, CDHC, VHCD ELIZABETH G. NABEL, M.D.: O & T - BH, BRF, BWH, BWHR; T - BWPO, PMI STEPHANIE N. NADOLNY: K - RHCI ALBERT NAMIAS, M.D.: T - NSPG ANDREA NG, M.D.: T - BWPO BRITAIN W. NICHOLSON, M.D.: K - GHC NAWAL M. NOUR, M.D., M.P.H.: T - BH, BWFH, BWH JOHN NOVELLO, M.D.: T - WDH JOHANNA M. O'CONNOR, M.D.: T - NSMC (ON 10/24/17), NSHC (ON 10/24/17) EDWARD OLIVIER: O - MVH, WNR DOST ONGUR, M.D., PH.D.: K - MCL TIMOTHY PARSONS, M.D.: T - CDH, CDHC, CDPC, VHCD AMAN B. PATEL, M.D.: HIGHEST COMPENSATED EMPLOYEE GREGORY J. PAULY: T - NCH STEVEN B. PESTKA, M.D.: T - NWH, NWHC PIETER PIL, M.D.: T - MVH, WNR NANCY S. PITTMAN: O & T - NPO DAVID S. PLADZIEWICZ, M.D.: T - PCPO JEFFREY C. POLLOCK: K - WDH LESLIE PORTNEY: K - IHP ANN L. PRESTIPINO: K - GHC ALLYSON L. PRESTON, M.D.: T - NSPG JAMES P. RATHMELL, M.D.: T - BWPO DAVID W. RATTNER, M.D.: T - MGH, GHC SCOTT L. RAUCH, M.D.: O & T - MCL, MHC ANDREA GEIGER RE, ESQ.: O - PCPO CHRISTINE REILLY: K - FRC MITCHELL S. REIN, M.D.: T - NSPG, PCPO (OFF 11/07/17) KERRY J., RESSLER, M.D., PH.D.: K - MCL PHILLIP L. RICE JR., M.D.: T - NSPG (ON 01/16/18) DAVID J. ROBERTS, M.D.: O & T - NSMC, NSHC ALLAN H. ROPPER, M.D.: T - BWPO (ON 06/26/18) MARC S. RUBIN, M.D.: T - NSMC, NSHC ROXANNE C. RUPPEL: T - NSPG ALI SALIM, M.D.: T - BH, BWFH, BWH MARTIN A. SAMUELS, M.D.: T - BWPO (OFF 06/26/18) JOAN A. SAPIR: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH JOHN SARRO: K - PCPO MARK A. SCHECHTER, M.D.: T - NSPG (OFF 11/13/17) SCOTT L. SCHISSEL, M.D., PH.D.: K - BWFH NANCY D. SCHMIDT: K - PCC FREDERICK J. SCHOEN, M.D., PH.D.: T - BWPO (ON 11/29/17) ANTHONY J. SCIBELLI, MS, MBA: K - CDH MARY E. SHAUGHNESSY: O - FRC, HSC, PCC, PHC, RHCI, SHC, SKRH, SRH DAVID SILBERSWEIG, M.D.: T - BWPO, FRC (ON 11/08/17), PCC, PHC (ON 11/08/17), RHCI (ON 11/08/17), SHC (ON 11/08/17), SKRH (ON 11/08/17), SRH (ON 11/08/17) ANEESH BHIM SINGHAL, M.D.: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH PETER L. SLAVIN, M.D., M.B.A.: O & T - GHC, MGH; T - MGPO, PMI ALLEN L. SMITH, M.D., M.S.: O & T - BCP, BWPO; T - HMA, PCPO ARTHUR ST. GERMAIN: K - PHC LYNN MALLOY STOFER: O & T - PCPO DAVID E. STORTO: O & T - PHC (O - ON 03/07/18), SRH; O - PCC; T - FRC, HSC, RHCI, SHC, SKRH DENIS G. STRATFORD: K - IHP THORALF M. SUNDT, M.D.: T - MGPO KHALID SYED, M.D.: T - NSPG TRACY A. SYKES, ESQ.: O - BCP, BRF, BWHR DAVID F. TORCHIANA, M.D.: T - PMI INEZ TUCK: K - IHP GARY USHER: T - WDPC MICHAEL J. VANROOYEN, M.D.: T - BWPO ALAMJIT S. VIRK, M.D.: K - MVH PETER WALCEK: T - WDHF, WDPC GREGORY WALKER, FACHE: O & T - WDHF, WDPC, O - WDH RON M. WALLS, M.D.: K - BWH TIMOTHY J. WALSH: O & T - MVH (O & T - OFF 01/16/18), WNR (O & T - OFF 01/16/18) JON P. WARNER, M.D.: HIGHEST COMPENSATED EMPLOYEE ANDREW L. WARSHAW, M.D.: T - WDH DEBRA F. WEINSTEIN, M.D.: T - IHP ROBERT D. WELCH: K - PCC SHEILA M. WOOLLEY: K - WDH ROSS D. ZAFONTE, D.O.: T - PCC, RHCI, SHC, SKRH, SRH
FORM 990, PART VII: O & T TITLES DAVID ABELMAN: O - PCPO CAROL BAILEY: T - WDH, WDHF (ON 08/01/18), WDPC RICHARD C. BANE: T - NSMC (OFF 08/01/18), NSHC (OFF 08/01/18) WILLIAM S. BARKER: T - NWCF (OFF 01/31/18) DAVID S. BARLOW: T - MCL (OFF 03/15/18), MHC (OFF 03/15/18) JOAN M. BARRETT: T - NWCF (OFF 01/31/18) FRASER BENNETT BEEDE: T - CDH (ON 09/24/18), CDHC (ON 09/24/18), VHCD (ON 09/24/18) JUDITH G. BELASH: O & T - NCH SANFORD ADAMS BELDEN: O & T - CDPA; T - CDH (OFF 09/24/18), CDHC (OFF 09/24/18), VHCD (OFF 09/24/18) MARK R. BELSKY, M.D.: T - NWH (OFF 01/31/18, ON 02/14/18), NWHC (OFF 01/31/18, ON 02/14/18), NWCF (OFF 01/31/18) SIBEL BESSIM, M.D.: T - NWCF (OFF 01/31/18) JEANNE E. BLAKE: T - MCL, MHC EDWARD B. BLOOM: T - NWH, NWHC MICHAEL BOLDOC, ESQ.: O & T - WDH, WDPC KENNETH R. BORDEWIECK: T - CDH, CDHC, CDPA, VHCD JEANINE M. BORTHWICK: T - NCH KEVIN T. BOTTOMLEY: T - NSMC (OFF 08/01/18), NSHC (OFF 08/01/18) JAMES BRANNEN: O & T - WDH (O ON 08/06/18), WDPC (O & T ON 08/06/18) DEBRA K. BREDE: T - NWH, NWHC MARY R. BROWN: O & T - MVH (O & T OFF 12/15/17), WNR (O & T OFF 12/15/17) JOHN J. BURKE: T - NCH WILLIAM R. CAMP, JR.: O & T - NCH JAMES A. CANFIELD: T - IHP JOHN C. CANNISTRARO: T - NWCF (OFF 01/31/18) RICHARD CARD: T - WDHF MICHAEL CARELLA: T - WDHF (ON 07/01/18) MARC N. CASPER: T - BH, BWH, BWFH WILLIAM REED CHISHOLM II: T - NCH EUGENE H. CLAPP: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH PHILLIP L. CLAY, PH.D.: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH JAMES P. COHEN, M.D.: T - PCPO EARL M. COLLIER, JR.: T - NWH (OFF 06/13/18), NWCF (OFF 01/31/18), NWHC (OFF 06/13/18), NWMG (OFF 06/28/18) RICHARD CONLEY: O & T - WDHF (O ON 09/01/18) GARGI B. COOPER, FNP: T - NSMC (ON 11/28/17), NSHC (ON 11/28/17) DHARMA E. CORTS, PH.D.: T - NSMC, NSHC WILLIAM MAURICE COWAN: T - GHC, MGH SUSAN C. CRAMPTON: O & T - MVH, WNR MONICA S. CURHAN: T - CDH, CDHC, VHCD KAREN D. CURRAN, MBA, CHFC, CFP: O & T - CDH (O ON 09/24/18), CDHC (O ON 09/24/18), VHCD (O ON 09/24/18) RICHARD L. CURTIS, M.D.: O - NWCF (OFF 01/31/18), PCPO ROBERT A. DANZIGER: T - NWCF (OFF 01/31/18) BRUCE DANZIGER: T - NWCF (OFF 01/31/18) PETER A. D'ARRIGO, JR.: T - IHP JAMES L. DEMETROULAKOS, M.D.: T - NSMC, NSHC LINDA DERENZO, ESQ.: T - NWH, NWHC, NWMG (ON 07/01/18) CHARLES FRANK DESMOND: T - NSMC, NSHC JOHN M. DEUTCH: T - MGPO JOANNE "HONEY" DIBONA: T - NWCF (OFF 01/31/18) PETER DIRKSMEIER, M.D.: T - WDH JAMES MANNING DONNELLY: T - CDH (OFF 09/24/18), CDHC (OFF 09/24/18), VHCD (OFF 09/24/18) JOHN P. DRISLANE: T - NSMC (OFF 08/01/18), NSHC (OFF 08/01/18) DEBORAH DUNSIRE, M.D.: T - MGPO (OFF 08/01/18) JACKIE EASTWOOD: O & T - WDHF (O - OFF 09/01/18) WILLIAM R. ELFERS: T - NWCF (OFF 01/31/18), NWH, NWHC, NWMG DEBORAH C. ENOS: T - BH, BWFH, BWH ARTHUR J. EPSTEIN: T - NSMC, NSHC JOHN FANIKOS: T - PHSSP JULIETTE E. FAY: T - MVH (ON 03/02/18), WNR (ON 03/02/18) LAURIE FENLASON: T - CDH, CDHC, VHCD JOANNE J. FINCK: T - CDH, CDHC, VHCD ANNE M. FINUCANE: T - BH, BWFH, BWH JOHN F. FISH: T - BH, BRF (ON 07/18/18), BWFH, BWH, BWHR (ON 07/18/18) JUDITH A. FONG, BA, RN: T - IHP (OFF 06/15/18), PCC (ON 09/25/18) CHRISTOPHER R. FORTIER: T - PHSSP NANCY S. FOSTER: T - NWCF (OFF 01/31/18) BRUCE FREEDMAN: T - NWCF (OFF 01/31/18), NWH, NWHC NEIL GARVEY: T - WDH WILLIAM GEARY, BS: T - IHP (OFF 06/15/18) LAUREN A. GEDDES WIRTH, M.D.: T - PCPO CHARLES K. GIFFORD, SR.: T - NCH THOMAS P. GLYNN, PH.D.: T - MCL, MHC ARTHUR L. GOLDSTEIN: T - MGPO BENJAMIN A. GOMEZ: T - NWH, NWHC LISA B. GRAIN, D.D.S.: T - MVH (ON 04/20/18), WNR (ON 04/20/18) THOMAS H. GRAPE: T - NWH (OFF 07/01/18), NWHC (OFF 07/01/18), NWMG (OFF 07/01/18) ERWIN L. GREENBERG: T - NCH (OFF 08/17/18) SALLY GRIGGS: O & T - CDH (O - ON 09/24/18), CDHC (O - ON 09/24/18), VHCD (O - ON 09/24/18) KAREN R. HALE: T - BH (ON 05/09/18), BWFH (ON 05/09/18), BWH (ON 05/09/18) ROGER HAMEL: T - WDH, WDHF (OFF 08/06/18) ALEXANDER A. HANNENBERG, M.D.: T - NWH, NWHC NANCY HAWTHORNE: T - NSMC (ON 09/25/18), NSHC (ON 09/25/18) BRENDA E. HAYNES, M.D.: T - NWCF (OFF 01/31/18) JENNIFER HELZBERG: T - NWCF (OFF 01/31/18) BRENT L. HENRY, ESQ.: T - MVH (ON 04/20/18), WNR (ON 04/20/18) KEVIN F. HICKEY: T - NCH; O & T - NCHF RICHARD E. HOLBROOK: T - NSMC, NSHC ALBERT A. HOLMAN III: O & T - BH, BWFH, BWH H. ROBERT HORVITZ, PH.D.: T - GHC, MGH ROBERT S. HUCKMAN: T - BWPO (ON 09/26/18) ANN INGRAM: T - NWCF (OFF 01/31/18) RICHARD IORIO: T - BWPO (ON 09/26/18) DAVID W. IVES: T - NSMC, NSHC RONALD J. JACKSON: T - MCL, MVH ANNE JAMIESON: T - WDH MELISSA WEINER JANFAZA: T - BH, BWFH, BWH ROBERT E. JOHNSON, PH.D.: T - IHP (ON 06/15/18) DANIEL G. JONES: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH ELIZABETH JOYCE, B.S.: T - IHP CHAD KAGELEIRY: T - WDHF (ON 06/01/18) KAREN T. KAPLAN: T- BH, BWFH, BWH JAMES L. KAPLAN, PH.D.: T - NWCF (OFF 01/31/18), NWH, NWHC, NWMG STEPHEN R. KARP: T - NCH STEVEN M. KAYE: T - BH, BWFH, BWH RICHARD M. KELLEHER: T - MCL, MHC PAUL G. KELLIHER: T - CDH (ON 09/24/18), CDHC (ON 09/24/18), VHCD (ON 09/24/18) CHRISTOPHER J. KELLY: T - NWCF (OFF 01/31/18), NWH, NWHC GERARD J. KENEALLY: T - NCH (ON 08/17/18) JAMES KIRCHHOFFER, M.D.: T - CDH, CDHC, VHCD ANTHONY A. KLEIN: T - NSMC (OFF 08/01/18), NSHC (OFF 08/01/18) JOHN H. KNOWLES, JR., MBA, MPH: T - IHP WENDELL J. KNOX: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH ADAM M. KOPPEL: T - NWH, NWHC JOSHUA M. KRAFT: T - BH, BWFH, BWH JONATHAN A. KRAFT: T - GHC, MGH VINAY KUMAR, M.D.: T - PCPO (ON 11/01/17) ELIZA B. LAKE: T - CDH, CDHC, VHCD KEVIN LISTER LAKE: O & T - CDH (O & T - OFF 09/24/18), CDHC (O & T - OFF 09/24/18), VHCD (O & T - OFF 09/24/18) RENE M. LANDERS: T - GHC, MGH THOMAS LAVASSEUR: T - WDHF PAMELA L. LAWRENCE: T - NSPG (ON 01/16/18) JEFFREY M. LEIDEN, M.D., PH.D.: T - BH, BWFH, BWH TIMOTHY J. LEPORE, M.D., F.A.C.S.: T - NCH DONNA LEVIN: T - PCPO (ON 09/11/18) BEN S. LEVITAN: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH JAY LEVY: T - WDHF DAVID H. LONG: T - GHC, MGH IAN K. LORING: T - NCH (ON 08/17/18) STACEY LUCCHINO: T - MCL, MCH JULIE A. MARRIOTT: T - NWCF (OFF 01/31/18), NWH, NWHC CARL J. MARTIGNETTI: T - GHC, MGH J. BRIAN MCCARTHY: T - NSMC, NSHC VINCENT T. MCDERMOTT: O - NWH (ON 01/10/18), NWHC (ON 01/10/18); O & T - NWMG (O & T - ON 02/14/18) TERENCE A. MCGINNIS: O & T - NSPG; T - NSMC, NSHC, PCPO JEROME T. MCMANUS: T - NSMC (ON 11/28/17), NCMCHC (ON 11/28/17) JOSEPH C. MCNAY: T - BWPO (OFF 05/22/18) CAROLINE "ANN" MERRIFIELD: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH EDWARD F. MILLER: T - MVH, WNR BARRY MILLS: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH CATHY E. MINEHAN: T - GHC, MGH, MGPO JAMES F. MOONEY III: T - GHC (ON 03/02/18), MGH (ON 02/27/18) CHARLES A. MORRIS, M.D.: T - MED (ON 06/04/18) LAURA BARKER MORSE: T - MGPO MICHAEL J. MUEHE: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH PHILIP A NARDONE, JR.: T - NCH (OFF 08/17/18) EMILY A. NEILL: T - NWCF (OFF 01/31/18) MARC A. NIVET, ED.D., M.B.A.: T - IHP NITIN NOHRIA: T - GHC, MGH JOHN N. NUNNELLY: T - CDH (OFF 09/24/18), CDHC (OFF 09/24/18), CDPA, VHCD (OFF 09/24/18) MARK NUNNELLY: T - BH, BWFH, BWH GINA L. O'BRIEN, M.D.: T - VHCD (ON 01/18/18, OFF 04/01/18) MICHAEL F. O'CONNELL, ESQ.: T - BWPO JAY O'NEILL: T - WDHF (OFF 04/01/18) ROBERT L. PAGLIA: T - NWCF (OFF 01/31/18) MARIE-LOUISE PALANDJIAN: T - NWCF (OFF 01/31/18) WILLIAM M. PARIZEAU: T - NWCF (OFF 01/31/18) DIANE B. PATRICK, ESQ.: T - GHC, MGH RICHARD A. PENN: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH ADELENE Q. PERKINS: T - GHC, MGH DONALD M. PERRIN: T - NWCF (OFF 01/31/18) H. BRADLEE PERRY: T - NWCF (OFF 01/31/18) SUSAN P. PETERS: T - GHC (OFF 12/21/17), MGH (OFF 12/21/17) ANGELLEEN PETERS-LEWIS, PH.D., R.N.: T - IHP PATRICIA P. PETRAGLIA: T - BWPO ROBERT W. PIERCE, JR.: T - MCL, MHC JENNIFER L. PORTER: T - MCL, MHC MARY G. PUMA: T - NSMC, NSHC DAVID L. RABIN, M.D.: T - NSPG (ON 01/16/18) PHILLIP T. RAGON: T - GHC, MGH LARRY RAICHE: T - WDHF BABU RAMDEV: T - WDHF (OFF 09/01/18) EARLE A. RAY: O & T - MVH (O - OFF 05/25/18), WNR (O - OFF 05/25/18) PAMELA D. A. REEVE: T - MGPO, PCPO NANCY R. REEVES: T - CDH, CDHC, VHCD LAURA REYNOLDS: T - NCH (OFF 08/17/18) AUGUSTE E. RIMPEL, JR., PH.D.: T - MCL (OFF 01/31/18), MHC (OFF 02/15/18) THEODORE RISTAINO: T - WDH (OFF 08/06/18) JOS DE JSUS RIVERA, JD: T - IHP CARMICHAEL S. ROBERTS: T - MGPO MICHAEL A.F. ROBERTS: T - NCH INGO ROEMER: T - WDH WILLIAM J. ROMAN: T - MVH, WNR JOSEPH F. RYAN, ESQ.: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH MELANIE R. SABELHAUS: T - NCH JOHN SALMON: O & T - WDH (O - OFF 08/06/18), T - WDHF, WDPC ELISABETH SCHADAE PERCELAY: T - NCH JOHN H. SCHAEFER: T - MVH, WNR DENISE M. SCHEPICI: O & T - MVH (O & T - ON 01/16/18), WNR (O & T - ON 01/16/18) JEROME SCHLACHTER: T - WDPC (ON 07/01/18) ERIC D. SCHLAGER: T - BH, BWFH, BWH
FORM 990, PART VII: O & T TITLES SCOTT A. SCHOEN: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH SCOTT SCHUSTER: T - BH, BWFH, BWH, BWPO MARK SCHWARTZ: T - GHC, MGH S. CHRISTOPHER SCOTT: O & T - MVH (O - ON 05/25/18, T - ON 03/02/18), WNR (O - ON 05/25/18, T - ON 03/02/18) JEFFREY N. SHRIBMAN: T - NSMC (OFF 08/01/18), NSHC (OFF 08/01/18) RICKEL SHUSTER: T - NWCF (OFF 01/31/18) RICHARD N. SILVERMAN: T - NWCF (01/13/18) SHIRLEY SINGLETON: T - NSMC, NSHC RONALD L. SKATES: T - MGPO BARRY R. SLOANE: T - GHC, MGH LAUREN A. SMITH, M.D., M.P.H.: T - NWH, NWHC JONATHAN SNIDER, M.D.: T - NWCF (01/13/18) W. LLOYD SNYDER, III: T - MCL, MHC ALISON SOLLEE: T - WDHF JOSIAH A. SPAULDING, JR.: T - FRC (OFF 06/30/18), PCC (OFF 06/30/18), PHC (OFF 06/30/18), RHCI (OFF 06/30/18), SHC (OFF 06/30/18), SKRH (OFF 06/30/18), SRH (OFF 06/30/18) PAULA NESS SPEERS: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH DENISE SPENCE, M.D.: T - CDPA (OFF 07/11/18) SCOTT M. SPERLING: T - BH (OFF 01/17/18), BRF (OFF 01/17/18), BWFH (OFF 01/17/18), BWH (OFF 01/17/18), BWHR (OFF 01/17/18) GARY A. SPIESS, ESQ.: T - NSMC (OFF 08/01/18), NSHC (OFF 08/01/18) CHARLES PHILIP STAELIN: O & T - CDH (O - OFF 09/24/18), CDHC (O - OFF 09/24/18), CDPA, VHCD (O - OFF 09/24/18); T - CDPA (ON 09/24/18) KATHLEEN M. STANSKY: T - NWCF (OFF 01/31/18) ANNE E. STEER: T - NWCF (OFF 01/31/18) DAVID PIERPONT STEVENS: T - CDH, CDHC, VHCD JAMES STEVENS: T - WDHF (OFF 09/01/18) ELLEN S. STORY: T - CDH, CDHC, VHCD STEPHEN G. SULLIVAN: T - NWCF (OFF 01/31/18), NWH, NWHC TIMOTHY D. SWEET: T - NVH, WNR JAMES D. TAICLET: T - BH, BWFH, BWH WALTER TELLER, ESQ.: T - MVH (OFF 06/15/18), WNR (OFF 06/15/18) GEORGE E. THIBAULT, M.D.: T - IHP (OFF 06/15/18) JEFFREY S. THOMAS: T - NWCF (OFF 01/31/18) ALEXANDER L. THORNDIKE: T - BH, BWFH, BWH THOMAS TORR: O & T - WDHF HEATHER UNRUH: T - IHP (ON 06/15/18) CAROL A. VALLONE: T - MCL, MHC DAVID VERNO: T - WDHF JOAN M. VITELLO-CICCIU, RN, PH.D.: T - NWH, NWHC JOSEF H. VON RICKENBACH: T - MCL (ON 07/19/18), MHC (ON 06/15/18) CATHERINE S. WARD: T - NCH PETER WEITZMAN, M.D.: T - CDPA BENAREE P. WILEY: T - FRC, PCC, PHC, RHCI, SHC, SKRH, SRH MICHELLE A. WILLIAMS: T - MCL (ON 05/24/18), MHC (ON 04/20/18) ELIZABETH WINSHIP: T - NCH AMY M. WINSLOW: T - BWPO (ON 06/18/18) CHARLES F. WU: T - NWH, NWHC GWILL YORK: T - BH, BWFH, BWH, FRC, PCC, PHC, RHCI, SHC, SKRH, SRH GEOFFREY M. ZUCKER, M.D.: T - CDH (ON 09/24/18), CDHC (ON 09/24/18), CDPA (OFF 09/27/18), VHCD (ON 09/24/18)
FORM 990, PART XI, LINE 9: EQUITY INVESTMENT ACTIVITY (UNREALIZED G/L ON INVESTMENTS) 139,030,881. CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLAN 390,965,477. NET ASSET ADDITIONS FROM ADDED GROUP SUBORDINATES 432,558,573.
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 COMMUNITY PRACTICES, INC. (BCP) - EIN 22-2588069 BRIGHAM HEALTH, INC. (BH) - EIN 04-2921338 F/K/A BRIGHAM AND WOMEN'S HEALTH, INC. BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION, INC. (BWPO) - EIN 04-3466314 BRIGHAM MEDICAL RESEARCH & EDUCATIONAL FOUNDATION, INC. (MED) - EIN 04-3539249 BWH RESEARCH, INC. (BWHR) - EIN 04-3011445 CD PRACTICE ASSOCIATES, INC. (CDPA) - EIN 04-3194547 COOLEY DICKINSON HEALTH CARE CORPORATION (CDHC) - EIN 04-2103561 COOLEY DICKINSON HOSPITAL, INC. (CDH) - 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 HARBOR MEDICAL ASSOCIATES, INC. (HMA) - EIN 04-2702579 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 MEDICAL GROUP, INC. (NWMG) - EIN 22-2560501 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. (PCPO) - EIN 04-3236175 PARTNERS CONTINUING CARE, INC. (PCC) - EIN 26-0003495 PARTNERS HEALTHCARE SP, INC. (PHSSP) - EIN 82-1707493 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 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 SOUTH SHORE ENDOSCOPY CENTER, INC. (SSEC) - EIN 04-3306443 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 MGH INSTITUTE OF HEALTH PROFESSIONS, INC. (IHP) - EIN 04-2868893 THE SPAULDING REHABILITATION HOSPITAL CORPORATION (SRH), ALSO REFERRED TO AS SPAULDING REHABILITATION HOSPITAL - BOSTON - EIN 04-2551124 VNA & HOSPICE OF COOLEY DICKINSON, INC. (VHCD) - EIN 04-2104788 WENTWORTH-DOUGLASS HOSPITAL (WDH) - EIN 02-0260334 WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION (WDHF) - EIN 51-0491062 WENTWORTH-DOUGLASS PHYSICIAN CORPORATION (WDPC) - EIN 02-0497927 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) 2019


Additional Data


Software ID:  
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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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
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 HEALTHCARE INTERNATIONAL LLC
800 BOYLSTON STREET
BOSTON,MA02199
20-5281203
GLOBAL HEALTH CARE MA 7,132,362 15,047,000 PHS
 
(2) PARTNERS HARVARD MEDICAL INTERNATIONAL GULF FZ LLC
 
 
GLOBAL HEALTH CARE MA 0 0 PHS
 
(3) MERRIMACK VALLEY ENDOSCOPY LLC
ONE PARKWAY
HAVERHILL,MA01830
04-3578297
MEDICAL SERVICES MA 238,158 55,295 PCPO
 
(4) PARTNERS INNOVATION II LLC
800 BOYLSTON STREET
BOSTON,MA02199
81-4444790
INVESTMENTS MA 0 9,394,125 PHS
 
(5) PARTNERS INNOVATION MANAGEMENT COMPANY LLC
800 BOYLSTON STREET
BOSTON,MA02199
81-4431654
INVESTMENTS MA 0 0 PHS
 
(6) MASSACHUSETTS EYE & EAR ASSOCIATES LLC
243 CHARLES STREET
BOSTON,MA02114
47-4262843
BILLING SERVICES MA 680,934 0 MEEA
 
(7) WDPC ORTHOPEDICS LLC
789 CENTRAL AVENUE
DOVER,NH03820
82-4754998
BILLING SERVICES NH 0 0 WDH
 
(8) PORTLAND INVESTMENTS-PIA LLC
101 MERRIMAC STREET
BOSTON,MA02114
INVESTMENTS ME 0 0 PIA
 
(9) PORTLAND INVESTMENTS-EP LLC
101 MERRIMAC STREET
BOSTON,MA02114
INVESTMENTS ME 0 0 PIA
 
(10) MASS GENERAL INTERNATIONAL LLC
55 FRUIT STREET
BOSTON,MA02114
83-1131673
GLOBAL HEALTH CARE MA 0 0 MGPO
 
(11) CODAMETRIX LLC
55 FRUIT STREET
BOSTON,MA02114
82-3924135
MEDICAL CODING SOFTWARE MA 0 0 MGPO
 
(12) COCHECO DEVELOPMENT LLC
95 MARKET STREET
MANCHESTER,NH03101
ACQUISITION ENTITY NH 0 264,022 WDH
 
(13) BRIGHAM HEALTH INTERNATIONAL
75 FRANCIS STREET
BOSTON,MA02115
83-1118331
GLOBAL HEALTH CARE MA 0 0 BH
 
(14) SPAULDING INTERNATIONAL LLC
300 FIRST AVENUE
CHARLESTOWN,MA02129
83-1146009
GLOBAL HEALTH CARE MA 0 0 SRH
 
(15) PARTNERS HEALTHCARE INSURANCE HOLDING COMPANY LLC
399 REVOLUTION DRIVE
SOMERVILLE,MA02145
83-1039882
HOLDING COMPANY MA 0 0 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
HOSPITAL MA 501(C)(3) 3 MGH
 
Yes
 
(3)MASSACHUSETTS GENERAL PHYSICIANS ORG
55 FRUIT STREET

BOSTON,MA02114
04-2807148
HEALTHCARE MA 501(C)(3) 10 MGH
 
Yes
 
(4)THE MGH HEALTH SERVICES CORPORATION
55 FRUIT STREET

BOSTON,MA02114
22-2717383
HEALTHCARE MA 501(C)(3) 12A 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) 12A MGH
 
Yes
 
(7)THE MCLEAN HOSPITAL CORPORATION
115 MILL STREET

BELMONT,MA02478
04-2697981
HOSPITAL 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) 10 MVH
 
Yes
 
(10)NANTUCKET COTTAGE HOSPITAL (NCH)
57 PROSPECT STREET

NANTUCKET,MA02554
04-2103823
HOSPITAL 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) 12A NCH
 
Yes
 
(12)BRIGHAM HEALTH (BH)
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
HOSPITAL MA 501(C)(3) 3 BH
 
Yes
 
(14)BIOSCIENCES RESEARCH FOUNDATION INC
75 FRANCIS STREET

BOSTON,MA02115
22-2483849
PROMOTE RES. MA 501(C)(3) 12A BH
 
Yes
 
(15)BWH RESEARCH INC
75 FRANCIS STREET

BOSTON,MA02115
04-3011445
MED RESEARCH MA 501(C)(3) 12A BH
 
Yes
 
(16)BRIGHAM COMMUNITY PRACTICES INC
75 FRANCIS STREET

BOSTON,MA02115
22-2588069
HEALTHCARE MA 501(C)(3) 10 BH
 
Yes
 
(17)BRIGHAM AND WOMEN'S PHYS ORG (BWPO)
75 FRANCIS STREET

BOSTON,MA02115
04-3466314
HEALTHCARE MA 501(C)(3) 10 BH
 
Yes
 
(18)BRIGHAM MEDICAL RES & EDU FOUNDATION
75 FRANCIS STREET

BOSTON,MA02115
04-3539249
MED RES & EDU MA 501(C)(3) 12A BWPO
 
Yes
 
(19)BRIGHAM AND WOMEN'S FAULKNER HOSP(BWFH)
1153 CENTRE STREET

BOSTON,MA02130
04-2768256
HOSPITAL MA 501(C)(3) 3 BH
 
Yes
 
(20)PARTNERS CONTINUING CARE INC (PCC)
PRUDENTIAL TOWER 800 BOYLSTON STREE

BOSTON,MA02199
26-0003495
ADMIN SUPPORT MA 501(C)(3) 12A PHS
 
Yes
 
(21)SPAULDING REHABILITATION HOSPITAL CORP
300 FIRST AVENUE

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

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

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

WALTHAM,MA02451
04-2918280
HOME HEALTH MA 501(C)(3) 10 PCC
 
Yes
 
(25)FRC INC
101 MERRIMAC STREET

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

SALEM,MA01970
04-3294420
ADMIN SUPPORT MA 501(C)(3) 12A PHS
 
Yes
 
(27)NORTH SHORE MEDICAL CENTER INC
81 HIGHLAND AVENUE

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

SALEM,MA01970
04-3080484
HEALTHCARE MA 501(C)(3) 12A NSHC
 
Yes
 
(29)NEWTON-WELLESLEY HEALTHCARE SYSTEM(NWHC)
2014 WASHINGTON STREET

NEWTON,MA02462
20-4295282
ADMIN SUPPORT MA 501(C)(3) 12A PHS
 
Yes
 
(30)NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STREET

NEWTON,MA02462
04-2103611
HOSPITAL MA 501(C)(3) 3 NWHC
 
Yes
 
(31)NEWTON-WELLESLEY MEDICAL GROUP
2014 WASHINGTON STREET

NEWTON,MA02462
22-2560501
HEALTHCARE MA 501(C)(3) 12A NWHC
 
Yes
 
(32)NEWTON-WELLESLEY HOSP CHARITABLE FOUND
2014 WASHINGTON STREET

NEWTON,MA02462
04-3455952
FUNDRAISING MA 501(C)(3) 7 NWHC
 
Yes
 
(33)PARTNERS MEDICAL INTERNATIONAL INC
100 CAMBRIDGE STREET

BOSTON,MA02114
04-3197711
MED. TRAINING MA 501(C)(3) 12A PHS
 
Yes
 
(34)SPAULDING HOSPITAL - CAMBRIDGE INC
1575 CAMBRIDGE STREET

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

NANTUCKET,MA02554
26-4349357
HEALTHCARE MA 501(C)(3) 10 MGH
 
Yes
 
(36)NEIGHBORHOOD HEALTH PLAN INC (NHP)
253 SUMMER STREET

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

BOSTON,MA02210
04-3454185
INSURANCE MA 501(C)(3) 12A NHP
 
Yes
 
(38)COOLEY DICKINSON HOSPITAL INC
30 LOCUST STREET

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

NORTHAMPTON,MA01060
04-2104788
HOME HEALTH MA 501(C)(3) 10 CDHCC
 
Yes
 
(40)COOLEY DICKINSON HEALTH CARE CORP CDHCC
30 LOCUST STREET

NORTHAMPTON,MA01060
04-2103561
ADMIN SUPPORT MA 501(C)(3) 12B MGH
 
Yes
 
(41)CD PRACTICE ASSOCIATES INC
POBOX 911

NORTHAMPTON,MA01060
04-3194547
HEALTHCARE MA 501(C)(3) 10 CDHCC
 
Yes
 
(42)WENTWORTH DOUGLASS HOSPITAL (WDH)
789 CENTRAL AVE

DOVER,NH03820
02-0260334
HOSPITAL NH 501(C)(3) 3 MGH
 
Yes
 
(43)WENTWORTH-DOUGLASS PHYSICIAN CORPORATION
789 CENTRAL AVE

DOVER,NH03820
02-0497927
HEALTHCARE NH 501(C)(3) 3 WDH
 
Yes
 
(44)WENTWORTH-DOUGLASS HOSPITAL AND HEALTH FOUNDATION
789 CENTRAL AVE

DOVER,NH03820
51-0491062
SUPPORT NH 501(C)(3) 12B WDH
 
Yes
 
(45)FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIMARYINC
243 CHARLES STREET

BOSTON,MA02114
04-2785453
SUPPORT MA 501(C)(3) 7 MEEI
 
Yes
 
(46)MASSACHUSETTS EYE & EAR INFIRMARY
243 CHARLES STREET

BOSTON,MA02114
04-2103591
HOSPITAL MA 501(C)(3) 3 MEEI
 
Yes
 
(47)MASSACHUSETTS EYE & EAR ASSOCIATES INC
243 CHARLES STREET

BOSTON,MA02114
22-2658209
HEALTHCARE MA 501(C)(3) 10 MEEI
 
Yes
 
(48)PARTNERS POOLED INVESTMENT HOLDINGS LLC
800 BOYLSTON STREET

BOSTON,MA02199
82-1715859
SUPPORT ORGANIZATION - HOLDS INTERESTS IN PPIA MA 501(C)(3) 12A PHS
 
Yes
 
(49)PARTNERS HEALTHCARE SP INC
800 BOYLSTON STREET

BOSTON,MA02199
82-1707493
SPECIALTY PHARMACY MA 501(C)(3) 12A PHS
 
Yes
 
(50)PARTNERS URGENT CARE LLC
920 WINTER STREET

WALTHAM,MA02451
47-1683619
URGENT CARE CENTERS MA 501(C)(3) 10 PHS
 
Yes
 
(51)HARBOR MEDICAL ASSOCIATES INC
541 MAIN STREET SUITE 400

SO WEYMOUTH,MA02190
04-2702579
PROVIDES PHYSICIAN SERVICES TO PATIENTS MA 501(C)(3) 10 BH
 
Yes
 
(52)SOUTH SHORE ENDOSCOPY CENTER INC
541 MAIN STREET SUITE 400

SO WEYMOUTH,MA02190
04-3306443
PROVIDES PHYSICIAN SERVICES TO PATIENTS MA 501(C)(3) 10 BH
 
Yes
 
(53)PARTNERS COMMUNITY PHYSICIANS ORGANIZATION INC
800 BOYLSTON STREET

BOSTON,MA02199
04-3236175
ORGANIZE AND OPERATE PHYSICIAN NETWORK MA 501(C)(3) 10 PHS
 
Yes
 
(54)EMBANKMENT SERVICES INC
14 DAVID MUGAR WAY

BOSTON,MA02114
04-3272965
SUPPORT ORGANIZATION MA 501(C)(3) 12A MEEI
 
Yes
 
(55)CIRCLE COMPANY INC
243 CHARLES STREET

BOSTON,MA02114
04-2801797
TITLE HOLDING COMPANY MA 501(C)(25) NONE MEEI
 
Yes
 
(56)SCHEPENS EYE RESEARCH INSTITUTE INC
20 STANIFORD STREET

BOSTON,MA02114
04-2129889
RESEARCH MA 501(C)(3) 7 MEEI
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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 PARK AVENUE
NEW YORK,NY10167
13-3887448
INVESTMENTS DE PPIA
 
EXCLUDED 35,660 219,459   No     No 93.870 %
(2) PARTNERS HEALTHCARE SYSTEM POOLED INVEST

101 MERRIMAC STREET
BOSTON,MA02114
04-3268842
INVESTMENTS MA PHS
 
EXCLUDED 20,975,117 25,386,929   No   Yes   100.000 %
(3) RADIATION THERAPY OF SOUTHEASTERN MA LLC

375 LONGWOOD AVENUE
BOSTON,MA02115
01-0873580
RADIATION THERAPY SERVICES MA BH
 
EXCLUDED 196,004 1,472,809   No   Yes   51.000 %
(4) PARTNERS INNOVATION FUND LLC

101 HUNTINGTON AVENUE
BOSTON,MA02199
26-2899986
INVESTMENTS MA PHS
 
EXCLUDED   32,163,181   No   Yes   100.000 %
(5) PARTNERS HEALTHCARE ACCOUNTABLE CARE ORGANIZATION LLC

399 REVOLUTION DRIVE
SOMERVILLE,MA02145
81-2762122
ACCOUNTABLE CARE ORGANIZATION MA PHS
 
EXCLUDED 1,554,572 13,441,441   No   Yes   100.000 %




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 4,469,909 6,310,300 100.000 %   No
(2) ALLWAYS HEALTH PARTNERS INSURANCE COMPANY

399 REVOLUTION DRIVE
SOMERVILLE,MA02145
83-0970929
INSURANCE COMPANY MA PHS
 
C 17,223 4,017,223 100.000 %   No










Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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 FAULKNER HOSPITAL INC

C 25,707,889 FMV
(2) THE BRIGHAM AND WOMEN'S HOSPITAL INC

C 219,527,200 FMV
(3) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 4,422,416 FMV
(4) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 5,890,487 FMV
(5) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 1,903,348 FMV
(6) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 254,713 FMV
(7) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 1,093,298 FMV
(8) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 1,517,960 FMV
(9) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 2,682,141 FMV
(10) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 12,444,233 FMV
(11) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 1,381,144 FMV
(12) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 3,845,112 FMV
(13) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 486,603 FMV
(14) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 548,831 FMV
(15) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 606,181 FMV
(16) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 706,462 FMV
(17) BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC

C 445,447 FMV
(18) HARBOR MEDICAL ASSOCIATES INC

C 457,139 FMV
(19) THE MCLEAN HOSPITAL CORPORATION

C 16,970,297 FMV
(20) NANTUCKET COTTAGE HOSPITAL

A 110,455 FMV
(21) MARTHA'S VINEYARD HOSPITAL INC

A 109 FMV
(22) REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORP

A 12,492 FMV
(23) THE MGH INSTITUTE OF HEALTH PROFESSIONS INC

B 100,000 FMV
(24) NANTUCKET COTTAGE HOSPITAL

B 19,968,000 FMV
(25) THE GENERAL HOSPITAL CORPORATION

C 297,912,415 FMV
(26) MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC

C 3,221,651 FMV
(27) THE GENERAL HOSPITAL CORPORATION

L 440,464 FMV
(28) MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC

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

C 4,106,846 FMV
(30) NEWTON-WELLESLEY HOSPITAL

C 33,282,831 FMV
(31) NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUNDATION INC

C 4,671,042 FMV
(32) THE SPAULDING REHABILITATION HOSPITAL CORPORATION

B 13,994,488 FMV
(33) FRC INC

B 4,976,433 FMV
(34) REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORP

B 1,500,000 FMV
(35) PARTNERS HOME CARE INC

C 3,115,476 FMV
(36) THE SPAULDING REHABILITATION HOSPITAL CORPORATION

L 6,107,150 FMV
(37) PARTNERS HOME CARE INC

L 6,815,380 FMV
(38) FRC INC

L 2,078,856 FMV
(39) SPAULDING HOSPITAL - CAMBRIDGE INC

L 3,513,740 FMV
(40) REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORP

L 2,060,819 FMV
(41) WNR INC

B 900,000 FMV
(42) COOLEY DICKINSON HOSPITAL

B 24,912,292 FMV
(43) WENTWORTH-DOUGLASS PHYSICIAN CORPORATION

B 47,553,000 FMV
(44) WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION

B 1,508,000 FMV
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019

Additional Data


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