Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(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 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(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.. | ||||||
| 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 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(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.).. | ||||||
| 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 | ||||
| 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..... | ||||
| 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 |
| Software ID: | |
| Software Version: |
| 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. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| 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 |
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