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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
275 SANDWICH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH, MA023602183
D Employer identification number

22-2667354
E Telephone number

G Gross receipts $ 278,888,981
F Name and address of principal officer:
JASON RADZEVICH
275 SANDWICH STREET
PLYMOUTH,MA023602183
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BIDPLYMOUTH.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 MediumBullet  
K Form of organization:  
L Year of formation: 1985
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 2,046
6 Total number of volunteers (estimate if necessary) ............. 6 340
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 277,239
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,589,236 5,096,008
9 Program service revenue (Part VIII, line 2g) ......... 254,838,846 269,627,909
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 707,572 758,178
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,929,336 1,939,566
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 263,064,990 277,421,661
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 51,250 33,200
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) 128,646,903 139,013,829
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 19,200 19,200
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet533,560    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 119,643,546 124,135,265
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 248,360,899 263,201,494
19 Revenue less expenses. Subtract line 18 from line 12....... 14,704,091 14,220,167
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 195,620,140 207,373,993
21 Total liabilities (Part X, line 26)............. 107,468,282 106,362,894
22 Net assets or fund balances. Subtract line 21 from line 20..... 88,151,858 101,011,099
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: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 120,226,294 including grants of $ 33,200 ) (Revenue $ 125,320,789 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 100,723,574 including grants of $   ) (Revenue $ 122,868,579 )
SEE SCHEDULE O
4c (Code:   ) (Expenses $ 15,621,224 including grants of $   ) (Revenue $ 22,099,147 )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet236,571,092
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
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
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
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
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
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
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
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 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 ....
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.......................
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 II...........
26
 
No
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 III.........................
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......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
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..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
224
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
2,046
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
17
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
10
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
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
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
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA
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:
MediumBulletMARY DWYER275 SANDWICH STREET   PLYMOUTH,MA02360 (508) 746-2000
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) BABINI MR MICHAEL......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(2) BAZZINOTTI MS LYLE LAWRENCE......................................................................
CHAIR, DIRECTOR
5.00
.................
8.00
X   X       0 0 0
(3) CARNUCCIO JOHN......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(4) COUGHLIN KEVIN......................................................................
PRESIDENT & CEO; DIR (EX-OFF)
60.00
.................
5.00
X   X       620,350 155,087 67,726
(5) DAHLEN SHAWN D......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(6) FISCHER STEVEN......................................................................
DIRECTOR; ASST TREAS, BIDMC
1.00
.................
64.00
X           0 720,675 75,965
(7) FOSDICK KENNETH......................................................................
VICE CHAIR, DIRECTOR
1.00
.................
2.00
X           0 0 0
(8) GAGNON WILLIAM P......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(9) HEWITT CHARLES......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(10) HINKLEY CLARK......................................................................
DIRECTOR, CHAIR
5.00
.................
8.00
X   X       0 0 0
(11) LAWRENCE MS MARY ELLEN......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(12) LEWIS MD STANLEY M......................................................................
DIR; CHF SYS DEV OFF BIDMC
1.00
.................
59.00
X           0 723,552 79,816
(13) LONIS-SCHEUB MD KIMBERLY......................................................................
DIRECTOR
59.00
.................
1.00
X           281,651 0 63,981
(14) MUNCEY ESQ MR PETER......................................................................
DIRECTOR, SECRETARY
2.00
.................
2.00
X   X       0 0 0
(15) PRIMAVERA DENNIS......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(16) SMALL KEELAS......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(17) STIGLITZ CYNTHIA......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
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) STUHLFAUT MD JOSHUA........................................................................
DIR (EX-OFF)/PRES MED STAFF
1.00
.......................59.00
X           0 521,945 43,002
(19) TABB MD KEVIN........................................................................
DIRECTOR; BIDMC CEO
1.00
.......................64.00
X           0 1,594,288 204,209
(20) TREHU MD STEPHEN........................................................................
DIRECTOR
1.00
.......................20.00
X           0 257,846 10,630
(21) RADZEVICH JASON........................................................................
VP OF FINANCE, CFO & TREASURER
48.00
.......................12.00
    X       314,958 78,740 59,785
(22) BARBOSA LISA BERRY........................................................................
VP, HR
48.00
.......................12.00
      X     227,215 25,246 46,886
(23) BROWNING MD THOMAS........................................................................
CHIEF OF MEDICINE
30.00
.......................30.00
      X     133,028 133,028 52,120
(24) CONNOLLY MD JOHN........................................................................
VP MED MGMT/CHR ANES. DEPT
59.00
.......................1.00
      X     410,202 0 47,754
(25) DOHERTY RN DONNA........................................................................
CNO, VP PATIENT CARE SERVICES
60.00
.......................0.00
      X     420,136 0 37,487
(26) RUTHERFORD RON........................................................................
VP & CIO
48.00
.......................12.00
      X     218,941 54,735 51,071
(27) DOLAWAY DEBORAH........................................................................
HOSPICE ADMINISTRATOR
50.00
.......................0.00
        X   214,186 0 10,489
(28) GORSUCH PHD W BRIAN........................................................................
CHIEF PHYSICIAN ASSISTANT
50.00
.......................0.00
        X   262,784 0 38,861
(29) HEBERT NP RICHARD M........................................................................
NURSE PRACTITIONER
60.00
.......................0.00
        X   209,373 0 31,359
(30) HOLLERAN ANDREA........................................................................
VP STRATEGIC PLAN/EXT AFFAIRS
60.00
.......................0.00
        X   365,370 0 40,463
(31) PASKOWSKI DC IAN........................................................................
CHIROPRACTOR
59.00
.......................1.00
        X   209,872 0 8,012
(32) HOLDEN PETER J........................................................................
FORMER PRESIDENT & CEO
0.00
.......................0.00
          X 0 590,499 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 3,888,066 4,855,641 969,616
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 MediumBullet148
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
CARDINAL HEALTH 110 LLC

3763 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
MEDICAL 29,266,559
RUBICON BUILDERS LLC

792 SOUTH MAIN ST
MANSFIELD,MA02048
CONSTRUCTION 3,213,254
ALLIANCE ONCOLOGY LLC

PO BOX 6600
NEWPORT BEACH,CA92658
MEDICAL 1,806,123
ALLIANCE HEALTHCARE SERVICES

PO BOX 96485
CHICAGO,IL606936485
MEDICAL 1,592,199
ISTO TECHNOLOGIES II LLC

PB BOX 145
HOPKINGTON,MA01748
MEDICAL 993,150
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet33
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 124,379
d Related organizations1d  
e Government grants (contributions)1e 1,542,140
f All other contributions, gifts, grants, and similar amounts not included above1f 3,429,489
g Noncash contributions included in lines 1a - 1f:$ 1g 19,617
h Total. Add lines 1a-1f.......MediumBullet 5,096,008
 Program Service RevenueAmt Business Code
2a OUTPATIENT 621400 124,748,128 124,748,128    
b INPATIENT 900099 122,868,579 122,868,579    
c EMERGENCY SERVICES 642200 21,956,082 21,956,082    
d NON PATIENT LAB 621500 55,120   55,120  
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 269,627,909
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 193,406   959 192,447
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   85,871 6a
b Less: rental expenses   23,244 6b
c Rental income or (loss)   62,627 6c
d Net rental income or (loss).......MediumBullet 62,627   9,040 53,587
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 63,100 1,879,483 7a
b Less: cost or other basis and sales expenses 57,800 1,320,011 7b
c Gain or (loss) 5,300 559,472 7c
d Net gain or (loss).........MediumBullet 564,772   31,305 533,467
8a Gross income from fundraising events (not including $ 124,379of contributions reported on line 1c). See Part IV, line 18 ....
8a 79,050
b Less: direct expenses ... 8b 63,944
c Net income or (loss) from fundraising events..MediumBullet 15,106   15,106
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 8,026
b Less: direct expenses ... 9b 2,321
c Net income or (loss) from gaming activities..MediumBullet 5,705     5,705
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 CAFETERIA SALES 722210 959,587     959,587
b PURCHASE REBATES 900099 368,001 368,001    
c PET SCAN INCOME 900099 180,815   180,815  
d All other revenue .... 347,725 347,725    
e Total. Add lines 11a–11d ...... MediumBullet 1,856,128
12 Total revenue. See instructions.....MediumBullet 277,421,661 270,288,515 277,239 1,759,899
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 .... 33,200 33,200
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 3,065,781 1,057,149 2,008,632  
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........ 105,120,714 96,068,920 8,731,758 320,036
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 5,706,075 5,180,156 512,891 13,028
9 Other employee benefits ....... 17,083,335 15,473,842 1,569,623 39,870
10 Payroll taxes ........... 8,037,924 7,297,083 722,489 18,352
11 Fees for services (non-employees):        
a Management ...... 8,909,355 8,909,355    
b Legal ......... 386,300 368,587 17,713  
c Accounting ........... 133,926   133,926  
d Lobbying ........... 143,832   143,832  
e Professional fundraising services. See Part IV, line 17 19,200 19,200
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) 15,302,208 14,443,596 841,313 17,299
12 Advertising and promotion ....        
13 Office expenses ....... 75,944,212 69,102,867 6,755,221 86,124
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 10,794,875 6,563,321 4,220,741 10,813
17 Travel ............ 313,049 266,004 43,441 3,604
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 64,003 44,870 18,568 565
20 Interest ........... 2,678,399 2,678,399    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 7,589,685 7,589,685    
23 Insurance ... 1,356,066 1,356,066    
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 DUES 519,355 137,992 376,694 4,669
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 263,201,494 236,571,092 26,096,842 533,560
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 ......... 3,868,629 2 7,639,840
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 28,097,879 4 27,843,022
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 ...........   7  
8 Inventories for sale or use ............ 3,782,343 8 4,271,068
9 Prepaid expenses and deferred charges ...... 7,533,062 9 7,809,253
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 161,369,823
b Less: accumulated depreciation 10b 39,819,387 116,190,204 10c 121,550,436
11 Investments—publicly traded securities . 24,623,867 11 25,772,865
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 11,524,156 15 12,487,509
16 Total assets. Add lines 1 through 15 (must equal line 33)... 195,620,140 16 207,373,993
Liabilities 17 Accounts payable and accrued expenses ..... 37,831,284 17 32,874,558
18 Grants payable ...   18  
19 Deferred revenue ......... 172,244 19 8,032
20 Tax-exempt bond liabilities ......... 60,231,104 20 62,677,939
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 9,233,650 25 10,802,365
26 Total liabilities. Add lines 17 through 25.. 107,468,282 26 106,362,894
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 ........... 88,151,858 32 101,011,099
33 Total liabilities and net assets/fund balances ........ 195,620,140 33 207,373,993
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
277,421,661
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
263,201,494
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
14,220,167
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
88,151,858
5
Net unrealized gains (losses) on investments ...............
5
417,882
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
-1,778,808
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
101,011,099
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
 
No
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
 
 
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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 ...............................  
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
Total
 
   
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 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 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
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number
22-2667354
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
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? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
143,832
j
Total. Add lines 1c through 1i ....................................................................................................
143,832
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
PART II-B, LINE 1: DESCRIPTION OF LOBBYING ACTIVITIES BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH) ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. ADDITIONALLY, BID-PLYMOUTH PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. IN ADDITION, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), BID-PLYMOUTH'S SOLE MEMBER, ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $143,832 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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 .... 11,323,708 10,543,116 10,350,198 11,250,430 10,758,728
b Contributions ... 1,566,548 586,128   74,005 1,393,030
c Net investment earnings, gains, and losses 164,766 308,650 261,896 -955,949 221,017
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
782,175 114,186 68,978 18,288 1,122,345
f Administrative expenses ....          
g End of year balance ...... 12,272,847 11,323,708 10,543,116 10,350,198 11,250,430
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet98.000 %
c
Term endowment SchDMd Bullet2.000 %
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)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" 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 .....   385,907 385,907
b Buildings ....   92,215,888 12,515,530 79,700,358
c Leasehold improvements   15,859,303 3,118,160 12,741,143
d Equipment ....   41,100,043 24,185,697 16,914,346
e Other .....   11,808,682   11,808,682
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 121,550,436
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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
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)INVESTMENT IN SE MASS PETCT IMAGING LLC 129,228
(2)RESTRICTED USE ASSETS 12,272,848
(3)DEPOSITS RECEIVABLE 68,363
(4)OTHER RECEIVABLES 17,070
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 12,487,509
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 10,802,365
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 2,913,815,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 386,177
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 2,637,495,942
e Add lines 2a through 2d ..................... 2e 2,637,882,119
3 Subtract line 2e from line 1.................. 3 275,932,881
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 1,488,780
c Add lines 4a and 4b.................... 4c 1,488,780
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 277,421,661
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 2,795,835,000
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 2,532,633,506
e Add lines 2a through 2d.................... 2e 2,532,633,506
3 Subtract line 2e from line 1................... 3 263,201,494
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 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 263,201,494
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: ENDOWMENT FUND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH'S (BID-PLYMOUTH) ENDOWMENT FUNDS ARE INTENDED TO ENSURE THAT BID-PLYMOUTH ACCOMPLISHES ITS CHARITABLE MISSION OF IMPROVING THE HEALTH AND WELL-BEING OF ITS PATIENTS AND COMMUNITY BY PROVIDING A FULL CONTINUUM OF HEALTHCARE SERVICES. BID-PLYMOUTH DELIVERS THESE SERVICES WITH EXCELLENCE AND COMPASSION AND PROVIDES ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH ITS SOLE MEMBER, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), REGARDLESS OF THE PATIENT'S ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. THE SPECIFIC USES OF THE ENDOWMENT VARY DEPENDING ON THE NATURE OF RESTRICTIONS, IF ANY, IMPOSED BY DONORS. THE BID-PLYMOUTH ENDOWMENT CONSISTS OF APPROXIMATELY FORTY FUNDS. INVESTMENT INCOME EARNED IS USED FOR HOSPITAL CAPITAL NEEDS, FREE CARE, AND FOR OTHER OPERATING EXPENSES AT THE DIRECTION OF THE DONORS. UNDER BID-PLYMOUTH'S CURRENT INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 4% OF THE AVERAGE OF THE FAIR VALUE OF QUALIFYING LONG-TERM INVESTMENTS APPLIED TO A THREE-YEAR MOVING AVERAGE WITH A ONE YEAR LAG IS APPROPRIATED AS STATED BY THE DONOR. IN ESTABLISHING THIS POLICY, BID- PLYMOUTH CONSIDERED THE EXPECTED RETURN ON ITS ENDOWMENT AND ITS PROGRAMMING NEEDS. ACCORDINGLY, BID-PLYMOUTH EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER AND TO PROVIDE A PREDICTABLE AND STABLE SOURCE OF REVENUE FOR THE ANNUAL OPERATING BUDGET. ADDITIONAL REAL GROWTH WILL BE PROVIDED THROUGH NEW GIFTS OR EXCESS INVESTMENT RETURN.
PART X, LINE 2: FINANCIAL STATEMENT FOOTNOTE REGARDING LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) AS NOTED THROUGHOUT THIS FILING, FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BIDP) AND BIDP WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF BIDMC AND AFFILIATES. THE TEXT OF THE FOOTNOTE BELOW IS FROM THE BIDMC CONSOLIDATED FINANCIAL STATEMENTS. THE MEDICAL CENTER, MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), BETH ISRAEL DEACONESS HOSPITAL - MILTON (BIDM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH (BIDP), JORDAN HEALTH SYSTEMS, INC. AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) HAVE ALL BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE MEDICAL CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE MEDICAL CENTER DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2018 OR 2017. ON DECEMBER 22, 2017, THE PRESIDENT OF THE UNITED STATES SIGNED INTO LAW H.R. 1, ORIGINALLY KNOWN AS THE TAX CUTS AND JOBS ACTS. THE NEW LAW (PUBLIC LAW NO. 115-97) INCLUDES SUBSTANTIAL CHANGES TO THE TAXATION OF INDIVIDUALS, BUSINESSES, MULTINATIONAL ENTERPRISES AND OTHERS. IN ADDITION TO THE MANY GENERALLY APPLICABLE PROVISIONS, THE LAW CONTAINS SEVERAL SPECIFIC PROVISIONS THAT RESULT IN CHANGES TO THE TAX TREATMENT OF TAX-EXEMPT ORGANIZATIONS AND THEIR DONORS. THE MEDICAL CENTER HAS REVIEWED ITS PROVISIONS AND THE POTENTIAL IMPACT OF THE LAW AND CONCLUDED THAT THE ENACTMENT OF H.R. 1 WILL NOT HAVE A MATERIAL EFFECT ON THE OPERATIONS OF THE ORGANIZATION.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AFFILIATES NET ELIMINATION 2,637,495,942.
PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE OFFSET -23,243. FUNDRAISING EVENTS EXPENSE OFFSET -66,210. GAMING ACTIVITIES EXPENSE OFFSET -2,320. RESTRICTED CONTRIBUTIONS 1,566,548. RESTRICTED REVENUE 14,005.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE RECLASS TO OFFSET REVENUE 23,243. FUNDRAISING EVENTS EXPENSE RECLASSED TO REVENUE 66,210. GAMING ACTIVITIES EXPENSE RECLASSED TO REVENUE 2,320. CONSOLIDATED AFFILIATES NET ELIMINATION 2,532,541,733.
Schedule D (Form 990) 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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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 CARIBBEAN 0 0 INVESTMENTS   4,338,082
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS   665,422
NORTH AMERICA 0 0 INVESTMENTS   144,717
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 5,148,221
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 5,148,221
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)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
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
SCHEDULE F PART IV - FOREIGN FORMS FORM 990, SCHEDULE F, PART IV, LINE 1 ALTHOUGH BIDP WAS AN INDIRECT U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION DURING THE TAX YEAR, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 926, RETURN BY A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. FORM 990, SCHEDULE F, PART IV, LINE 3 ALTHOUGH BIDP HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS. FORM 990, SCHEDULE F, PART IV, LINE 4 ALTHOUGH BIDP WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, SUCH OWNERSHIP DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8621, INFORMATION RETURN BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND. FORM 990, SCHEDULE F, PART IV, LINE 5 ALTHOUGH BIDP HELD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN PARTNERSHIP DURING THE TAX YEAR, THE INTEREST DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right 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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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
 
GUTHRIE AND ASSOCIATES LLC
189 EARLE DRIVE
 
NORTH KINGSTOWN, RI02852
STRATEGY & PLANNING   No 0 19,200 0
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   19,200  
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.
CA, CT, FL, GA, MD, ME, MA, MN, NH, NC, OH, RI, VT
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

BIDP GOLF TOURNAMENT
(event type)
(b) Event #2

CH GOLF TOURNAMENT
(event type)
(c) Other events

1
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

146,305

32,215

24,909

203,429

2

Less: Contributions . . . .

102,415

16,962

5,002

124,379
3 Gross income (line 1 minus
line 2) . . . . . .

43,890

15,253

19,907

79,050



VerticalDirectExpenses
4 Cash prizes . . . . . 1,000 350 0 1,350
5 Noncash prizes . . . . 712   0 712
6 Rent/facility costs . . . . 21,560 4,736 450 26,746
7 Food and beverages . . . 3,899 4,337 8,914 17,150
8 Entertainment . . . . 0 0 0  
9 Other direct expenses . . . 13,926 603 3,457 17,986
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 63,944
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 15,106
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

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

 

8

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

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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) . . .
    2,716,148 634,536 2,081,612 0.790 %
b Medicaid (from Worksheet 3, column a) . . . . .     35,777,662 29,876,948 5,900,714 2.240 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     38,493,810 30,511,484 7,982,326 3.030 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     3,596,797 1,836,674 1,760,123 0.670 %
f Health professions education (from Worksheet 5) . . .            
g Subsidized health services (from Worksheet 6) . . . .     72,629,355 53,161,543 19,467,812 7.400 %
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     33,200   33,200 0.010 %
j Total. Other Benefits . .     76,259,352 54,998,217 21,261,135 8.080 %
k Total. Add lines 7d and 7j .     114,753,162 85,509,701 29,243,461 11.110 %
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
6,469,858
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
123,416,851
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
125,133,773
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-1,716,922
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?1Name, 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 BETH ISRAEL DEACONESS HOSPITAL- PLYMOUTH
275 SANDWICH STREET
PLYMOUTH,MA023602183
WWW.BIDPLYMOUTH.ORG
2082
X X         X   COMMUNITY HOSPITAL  
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)
BETH ISRAEL DEACONESS HOSPITAL- PLYMOUTH
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE PART VI
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)
BETH ISRAEL DEACONESS HOSPITAL- PLYMOUTH
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 PART VI
b
SEE PART VI
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
BETH ISRAEL DEACONESS HOSPITAL- PLYMOUTH
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)
BETH ISRAEL DEACONESS HOSPITAL- PLYMOUTH
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
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
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?3
Name and address Type of Facility (describe)
1 1 - BID-PLYMOUTH REHABILITATION CENTER
10 CORDAGE PARK CIRCLE SUITE 225
PLYMOUTH,MA02360
OTHER LOCATIONS
2 2 - BID-PLYMOUTH REHABILITATION CENTER
3 VILLAGE GREEN NORTH SUITE 331
PLYMOUTH,MA02360
OTHER LOCATIONS
3 3 - BETH ISRAEL DEACONESS IMAGING THE PARK
45 RESNIK ROADSUITE 104-B106201
PLYMOUTH,MA02360
OTHER LOCATIONS
4
5
6
7
8
9
10
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
FORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION FOR SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSCOMMUNITY BENEFITS MISSION STATEMENT BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH (BID-PLYMOUTH) SEEKS TO IMPROVE THE HEALTH AND WELLBEING OF ITS PATIENTS AND COMMUNITY BY PROVIDING A FULL CONTINUUM OF HEALTHCARE SERVICES WITH EXCELLENCE AND COMPASSION. SERVING THE GREATER PLYMOUTH REGION, THE HOSPITAL COLLABORATES WITH COMMUNITY LEADERS, PUBLIC AND PRIVATE AGENCIES, AND BUSINESSES, TOGETHER PROVIDING HEALTH PROMOTION, HEALTH PROTECTION AND PREVENTIVE SERVICES TO MEET THE BROAD RANGE OF THE COMMUNITY'S HEALTH AND WELLNESS NEEDS. THESE NEEDS ARE, IDENTIFIED THROUGH COMMUNITY FEEDBACK AND FORMAL COMMUNITY NEEDS ASSESSMENTS. AS PART OF ITS MISSION TO SUPPORT COMMUNITY HEALTH, BID-PLYMOUTH IS COMMITTED TO ASSESSING ROOT CAUSES OF HEALTH DISPARITIES AND TO ASSISTING IN IMPROVING HEALTH CARE FOR THE DISADVANTAGED AND UNDERSERVED.BID-PLYMOUTH COLLABORATES WITH COMMUNITY LEADERS, PUBLIC AND PRIVATE AGENCIES AND BUSINESSES ACROSS ALL SECTORS TO IMPLEMENT A BROAD RANGE OF COMMUNITY HEALTH IMPROVEMENT INITIATIVES, WHICH ARE GEARED TOWARD MEETING THE COMMUNITY'S DIVERSE HEALTH AND WELLNESS NEEDS, INCLUDING THE UNDERLYING SOCIAL DETERMINANTS. THESE INITIATIVES MAKE UP BID-PLYMOUTH'S COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) AND SERVE ALL IN NEED ACROSS THE DEMOGRAPHIC AND SOCIO-ECONOMIC SPECTRUM, WITH SPECIAL EMPHASIS ON THOSE WHO ARE UNDERSERVED, VULNERABLE AND MOST AT-RISK. THESE INITIATIVES ARE VARIED AND INCLUDE INITIATIVES AIMED AT: 1) COMMUNITY OUTREACH; SCREENING, AND PREVENTION; 2) HEALTH PROMOTION AND EDUCATION; 3) ENHANCING ACCESS TO SERVICES, 4) INTEGRATING SERVICES AND COORDINATING PATIENT CARE ACROSS THE CONTINUUM, AND 5) MANAGING CHRONIC DISEASE. BID-PLYMOUTH'S IMPLEMENTATION STRATEGY WAS INFORMED BY A ROBUST COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY ENGAGEMENT PROCESS THAT GATHERED ALL AVAILABLE QUANTITATIVE HEALTH-RELATED DATA FROM FEDERAL, COMMONWEALTH, AND LOCAL SOURCES AS WELL AS VITAL QUALITATIVE INFORMATION THROUGH COMMUNITY INTERVIEWS, FOCUS GROUPS, SURVEYS AND COMMUNITY FORUMS. BID-PLYMOUTH IS COMMITTED TO A DATA-DRIVEN APPROACH AS WELL AS ONE THAT IS INFORMED BY A ROBUST, INCLUSIVE COMMUNITY PROCESS THAT ENGAGES ALL STAKEHOLDERS, INCLUDING COMMUNITY RESIDENTS. BOTH OF THESE EFFORTS ARE CRUCIAL TO IDENTIFYING COMMUNITY HEALTH PRIORITIES, UNDERSTANDING THE ROOT CAUSES OF POOR HEALTH STATUS, AND FULLY APPRECIATING THE UNDERLYING SOCIAL DETERMINANTS THAT ARE AT THE HEART OF THE DISPARITIES IN ACCESS AND HEALTH OUTCOMES THAT EXIST IN ITS SERVICE AREA. BID-PLYMOUTH'S COMMUNITY BENEFITS MISSION IS FULFILLED BY:- INVOLVING BID-PLYMOUTH'S STAFF, INCLUDING ITS LEADERSHIP, AND DOZENS OF COMMUNITY PARTNERS IN THE COMMUNITY HEALTH ASSESSMENT PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION, AND OVERSIGHT OF THE IMPLEMENTATION STRATEGY;- ENGAGING RESIDENTS THROUGHOUT THE HOSPITAL'S SERVICE AREAS IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, INCLUDING ASSESSMENT, PLANNING, IMPLEMENTATION, AND EVALUATION. IN THIS REGARD, SPECIAL ATTENTION IS GIVEN TO ENGAGING DIVERSE PERSPECTIVES FROM THOSE WHO ARE OFTEN LEFT OUT OF THESE ASSESSMENTS, PLANNING, AND PROGRAM IMPLEMENTATION PROCESSES, AS WELL AS FROM PATIENTS AND NON-PATIENTS ALIKE;- ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) TO IDENTIFY UNMET HEALTH-RELATED NEEDS AND TO CHARACTERIZE THOSE IN THE COMMUNITY WHO ARE MOST VULNERABLE AND FACE DISPARITIES IN ACCESS AND OUTCOMES;- IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN BID-PLYMOUTH'S SERVICE AREA GEARED TOWARD IMPROVING CURRENT AND FUTURE HEALTH STATUS OF INDIVIDUALS, FAMILIES, AND COMMUNITIES BY REMOVING BARRIERS TO CARE, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, STRENGTHENING THE HEALTHCARE SYSTEM, AND WORKING TO DECREASE THE BURDEN OF THE LEADING HEALTH ISSUES;- PROMOTING HEALTH EQUITY BY ADDRESSING SOCIAL AND INSTITUTIONAL INEQUITIES, RACISM, AND BIGOTRY, AS WELL AS ENSURING THAT ALL PATIENTS ARE WELCOMED AND RECEIVE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE; AND- FACILITATING COLLABORATION AND PARTNERSHIP WITHIN AND ACROSS SECTORS (E.G., STATE/LOCAL PUBLIC HEALTH AGENCIES, HEALTH CARE PROVIDERS, SOCIAL SERVICE ORGANIZATIONS, BUSINESSES, ACADEMIC INSTITUTIONS, COMMUNITY HEALTH COLLABORATIVES, AND OTHER COMMUNITY HEALTH ORGANIZATIONS) TO ADVOCATE FOR, SUPPORT, AND IMPLEMENT EFFECTIVE HEALTH POLICIES, COMMUNITY PROGRAMS, AND SERVICES.AS NOTED THROUGHOUT THIS NARRATIVE, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER, IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND FOR THE PERIOD COVERED BY THIS FILING SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH. THE MEDICAL CENTER IS COMMITTED TO ITS COMMUNITY. THE MEDICAL CENTER'S MISSION IS TO SERVE PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND TO CREATE A HEALTHY FUTURE FOR THEM AND THEIR FAMILIES. THAT MISSION IS SUPPORTED BY THE MEDICAL CENTER'S COMMITMENT TO PERSONALIZED, EXCELLENT CARE FOR OUR PATIENTS; A WORKFORCE COMMITTED TO INDIVIDUAL ACCOUNTABILITY, MUTUAL RESPECT AND COLLABORATION; AND A COMMITMENT TO MAINTAINING OUR FINANCIAL HEALTH. THE MEDICAL CENTER IS COMMITTED TO BEING ACTIVE IN THE COMMUNITY AS WELL. SERVICE TO COMMUNITY IS AT THE CORE AND AN IMPORTANT PART OF THE MEDICAL CENTER'S MISSION. BIDMC HAS A COVENANT TO CARE FOR THE UNDERSERVED AND TO WORK TO CHANGE DISPARITIES IN ACCESS TO CARE. THE MEDICAL CENTER KNOWS THAT TO BE SUCCESSFUL WE NEED TO LEARN FROM THOSE WE SERVE. THE MEDICAL CENTER'S COMMUNITY BENEFIT MISSION IS FULFILLED BY:- IMPLEMENTING PROGRAMS AND SERVICES IN GREATER BOSTON AND OUTER CAPE COD TO IMPROVE THE CURRENT AND FUTURE HEALTH STATUS OF MEDICALLY UNDERSERVED COMMUNITIES WHICH ARE CHALLENGED BY BARRIERS IN ACCESSING AND INTERACTING EFFECTIVELY WITH THE HEALTHCARE SYSTEM AND IMPACTED BY OTHER SOCIAL DETERMINANTS OF HEALTH.- ENSURING THAT ALL PATIENTS RECEIVE EQUITABLE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE AND THAT THE MEDICAL CENTER IS WELCOMING AND INCLUSIVE.; AND- ENCOURAGING COLLABORATIVE RELATIONSHIPS WITH OTHER PROVIDERS AND GOVERNMENT ENTITIES TO SUPPORT AND ENHANCE RATIONAL AND EFFECTIVE HEALTH POLICIES AND PROGRAMS. DURING THE FISCAL YEAR COVERED BY THIS FILING, BID-PLYMOUTH PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS, CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $ 3,629,997 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I, COLUMN D. AS NOTED IN THE NARRATIVE DETAIL TO SCHEDULE H BELOW, BID-PLYMOUTH HAS COLLABORATED WITH THE COMMONWEALTH OF MASSACHUSETTS ON MANY OF THESE EFFORTS BECAUSE THE HOSPITAL IS UNIQUELY QUALIFIED IN ITS COMMUNITIES TO PROVIDE CERTAIN SERVICES. AS A RESULT, THE HOSPITAL HAS RECEIVED GRANT FUNDING TOTALING $1,836,674, WHICH HAS SIMILARLY BEEN REPORTED IN THIS SCHEDULE H, PART I, LINES 7E AND 7I, COLUMN D. IN ADDITION, DURING THE FISCAL YEAR COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER, WHICH SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH PROVIDED NET COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFITS OPERATIONS, CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $16,132,415 AS REPORTED ON THE MEDICAL CENTER'S SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIPBID-PLYMOUTH IS A PUBLIC CHARITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BID-PLYMOUTH UNDERSTANDS THE IMPORTANCE OF HAVING THE HIGHEST LEVEL OF THE HOSPITAL'S LEADERSHIP INVOLVED AND ENGAGED IN ALL ASPECTS OF THE DEVELOPMENT, IMPLEMENTATION, EVALUATION, AND OVERSIGHT OF THE IMPLEMENTATION STRATEGY/CHIP. WITH THIS IN MIND, THE SENIOR LEADERSHIP TEAM NOTED BELOW (SLT), AND BID-PLYMOUTH'S BOARD OF DIRECTORS OVERSEE ALL ASPECTS OF THE HOSPITAL'S CHIP. THE SLT MEETS PERIODICALLY TO DISCUSS PROGRESS AND OVERSEE THE IMPLEMENTATION OF THE CHIP. IN ADDITION, THE BOARD OF DIRECTORS OVERSEES AND PROVIDES IMPORTANT INPUT. IN ADDITION TO OVERSEEING THE CHIP, THE SLT AND THE BOARD OF DIRECTORS OVERSEE AND ARE PERIODICALLY INVOLVED IN COMMUNITY ENGAGEMENT ACTIVITIES, THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS, AND THE CREATION OF THE THREE-YEAR IMPLEMENTATION STRATEGY, ALONG WITH ITS ANNUAL UPDATES.
BID-PLYMOUTH SENIOR LEADERSHIP TEAM FOR THE PERIOD COVERED BY THIS FILING, THE FOLLOWING INDIVIDUALS SERVED ON THE BID-PLYMOUTH SLT:- KEVIN COUGHLIN, PRESIDENT AND CHIEF EXECUTIVE OFFICER- LISA BERRY BARBOSA, VICE PRESIDENT OF HUMAN RESOURCES- MARY CHAPIN, VICE PRESIDENT AMBULATORY SERVICES & PROCESS IMPROVEMENT- DONNA DOHERTY, VICE PRESIDENT OF NURSING & CNO- ANDREA HOLLERAN, VICE PRESIDENT OF STRATEGIC PLANNING & EXTERNAL AFFAIRS- CYNTHIA OUTHOUSE, VICE PRESIDENT OF PHILANTHROPY- JASON RADZEVICH, VICE PRESIDENT OF FINANCE & CFO- RONALD RUTHERFORD, VICE PRESIDENT & CIOBID-PLYMOUTH BOARD OF DIRECTORSPLEASE SEE FORM 990 PART VII FOR A LIST OF INDIVIDUALS WHO SERVED ON THE BOARD OF DIRECTORS DURING THE PERIOD COVERED BY THIS FILING.SENIOR LEADERSHIP TEAM AND PATIENT FAMILY ADVISORY COUNCIL SENIOR LEADERSHIP TEAM. THE HOSPITAL'S SENIOR LEADERSHIP TEAM (SLT) MEETS WEEKLY TO ADDRESS HOSPITAL BUSINESS. THE AGENDA FOR THIS MEETING REGULARLY INCLUDES TOPICS RELEVANT TO THE HOSPITAL'S IMPLEMENTATION STRATEGY, INCLUDING ISSUES RELATED TO ASSESSMENT OF NEED, COMMUNITY OUTREACH/ENGAGEMENT, PARTNER DEVELOPMENT/COLLABORATION, COMMUNITY BENEFITS PROGRAM OPERATIONS, AND EVALUATION OF OUTCOMES/IMPACT. THE SLT IS DEDICATED TO PRIORITIZING, PLANNING AND TRACKING THE HOSPITAL'S IMPLEMENTATION STRATEGY TO ADDRESS THE FINDINGS OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT.PATIENT FAMILY ADVISORY COUNCIL. IN ADDITION TO THE SLT, THE VICE PRESIDENT FOR EXTERNAL AFFAIRS AND HER HOSPITAL COLLEAGUES WORK TO ENGAGE AND INVOLVE THE HOSPITAL'S PATIENT FAMILY ADVISORY COUNCIL (PFAC) IN DEVELOPING, IMPLEMENTING, AND EVALUATING THE IMPLEMENTATION STRATEGY. PERIODICALLY, THE HOSPITAL'S COMMUNITY BENEFITS STAFF PRESENT TO THE PFAC TO SEEK THEIR INPUT AND ENGAGE THEM IN IMPORTANT AND TARGETED WAYS THAT HELP TO ENSURE THE SUCCESS OF THE IMPLEMENTATION STRATEGY. DURING THE PERIOD COVERED BY THIS FILING, THE PFAC WORKED ON COMMUNITY EDUCATION EVENTS RELATED TO END OF LIFE CARE; MET WITH THE SUPERINTENDENT OF PLYMOUTH SCHOOLS TO DISCUSS LEADING HEALTH CONCERNS FOR YOUTH; AND MET WITH THE PLYMOUTH DIRECTOR OF PUBLIC HEALTH TO BETTER UNDERSTAND THE HEALTH NEEDS IN THE COMMUNITY, JUST TO NAME A FEW. THE PFAC MADE IMPORTANT CONTRIBUTIONS TO REFINING THESE INITIATIVES.COMMUNITY HEALTH NEEDS ASSESSMENTCOMMUNITY HEALTH NEEDS ASSESSMENT - INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE (IRC) SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES, IN ORDER MAINTAIN ITS TAX-EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BID-PLYMOUTH COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER 2016. THE NEEDS ASSESSMENT AND ACCOMPANYING CHIP WERE APPROVED BY THE BID-PLYMOUTH BOARD OF DIRECTORS ON OR BEFORE SEPTEMBER 30, 2016. THE BID-PLYMOUTH COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE ASSOCIATED COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP OR IMPLEMENTATION STRATEGY) WERE THE CULMINATION OF SEVERAL MONTHS OF WORK AND WERE BORNE LARGELY OUT OF BID-PLYMOUTH'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA WITH AN EMPHASIS ON THOSE WHO ARE MOST DISADVANTAGED. THE PROJECT ALSO FULFILLED THE COMMONWEALTH ATTORNEY GENERAL'S OFFICE AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT BID-PLYMOUTH ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES, AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW THE BID-PLYMOUTH, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT, WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE ASSESSMENT.COMMUNITY HEALTH NEEDS ASSESSMENT - TARGETED GEOGRAPHY AND POPULATIONTHE 2016 COMMUNITY HEALTH ASSESSMENT (CHNA) FOCUSED ON PLYMOUTH AND BARNSTABLE COUNTIES, INCLUDING THE COMMUNITIES OF BOURNE, CARVER, DUXBURY, HALIFAX, KINGSTON, PEMBROKE, PLYMPTON, PLYMOUTH, MARSHFIELD, MIDDLEBORO, SANDWICH AND WAREHAM. FOCUSING BID-PLYMOUTH'S CHNA ON THIS GEOGRAPHIC AREA FACILITATED THE ALIGNMENT OF THE HOSPITAL'S EFFORTS WITH COMMUNITY AND GOVERNMENTAL PARTNERS, AND MANY COMMUNITY-BASED ORGANIZATIONS. BID-PLYMOUTH'S COMMUNITY BENEFITS PRIMARY SERVICE AREA (CBSA) INCLUDES CARVER, DUXBURY, KINGSTON, AND PLYMOUTH. THIS PRIMARY SERVICE AREA ENCOMPASSES A POPULATION OF 101,093 WITH PLYMOUTH ACCOUNTING FOR OVER HALF OF THE POPULATION (59,885). THE CHNA ANALYSIS FOCUSED ON THIS PRIMARY SERVICE AREA BUT ALSO INCLUDED SECONDARY SERVICE AREA COMPARISONS. BID-PLYMOUTH'S SECONDARY SERVICE AREA INCLUDES BOURNE, HALIFAX, MARSHFIELD, MIDDLEBOROUGH, PEMBROKE, PLYMPTON, SANDWICH, AND WAREHAM. FINDINGS FROM BID-PLYMOUTH'S FY 2016 COMMUNITY HEALTH NEEDS ASSESSMENT, ON WHICH THIS REPORT IS BASED, SHOWED THAT THERE WERE POCKETS OF VULNERABLE AND UNDERSERVED SEGMENTS THROUGHOUT THE SERVICE AREA. THE HOSPITAL IS COMMITTED TO IMPROVING THE HEALTH STATUS AND WELL-BEING OF THOSE LIVING THROUGHOUT THIS AREA. THE ASSESSMENT ALSO CLEARLY SHOWED THAT THE LOW INCOME AND RACIALLY/ETHNICALLY DIVERSE POPULATIONS LIVING IN THE PLYMOUTH AREA WERE THE MOST AT-RISK SEGMENTS IN THE SERVICE AREA AND, AS A RESULT, THE TOWN OF PLYMOUTH IS THE FOCAL POINT OF MOST OF THE HOSPITAL'S CHIP/IMPLEMENTATION STRATEGY.BID-PLYMOUTH'S CHIP INCLUDES NUMEROUS INITIATIVES THAT SUPPORT RESIDENTS THROUGHOUT THE SERVICE AREA TO LIVE HEALTHY, ACTIVE, INDEPENDENT, AND FULFILLING LIVES. BASED ON THE QUANTITATIVE AND QUALITATIVE FINDINGS FROM THE FY 2016 CHNA, INCLUDING AN EXTENSIVE RANGE OF COMMUNITY ENGAGEMENT ACTIVITIES, THERE WAS BROAD AGREEMENT THAT BID-PLYMOUTH'S IMPLEMENTATION STRATEGY SHOULD PRIORITIZE YOUTH, ADULTS WITH OR AT RISK OF CHRONIC PHYSICAL OR BEHAVIORAL HEALTH CONDITIONS, LOW-INCOME INDIVIDUALS AND FAMILIES, AND OLDER ADULTS. THESE DEMOGRAPHIC AND SOCIO-ECONOMIC SEGMENTS ARE MORE LIKELY TO HAVE COMPLEX NEEDS AND FACE BARRIERS TO CARE, SERVICE GAPS, AND OTHER ADVERSE SOCIAL DETERMINANTS OF HEALTH. THESE FACTORS PUT THEM AT GREATER RISK AND LIMIT THEIR ACCESS TO NEEDED SERVICES, WHICH IN TURN LEADS TO DISPARITIES IN HEALTH OUTCOMES.
COMMUNITY HEALTH NEEDS ASSESSMENT -- APPROACH AND METHODS CHNA COMPLETED DURING FISCAL YEAR ENDED SEPTEMBER 30, 2016 BID-PLYMOUTH, ALONG WITH ITS AFFILIATE HOSPITALS: BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM AND BETH ISRAEL DEACONESS HOSPITAL - MILTON CONTRACTED WITH JOHN SNOW, INC (JSI) TO CONDUCT ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FURTHER UNDERSTAND THE COMMUNITIES' UNMET HEALTH NEEDS. (SCHEDULE H PART V SECTION B QUESTION 6A). THE RESULTS OF THIS PROCESS HELPED GUIDE BID-PLYMOUTH'S EFFORTS TO IMPROVE THE HEALTH OF THE REGIONAL POPULATION SERVED. THE CHNA WAS CONDUCTED IN THREE PHASES, WHICH ALLOWED BID-PLYMOUTH TO:1. COMPILE AN EXTENSIVE AMOUNT OF QUANTITATIVE AND QUALITATIVE DATA2. ENGAGE AND INVOLVE KEY STAKEHOLDERS, BID-PLYMOUTH CLINICAL AND ADMINISTRATIVE STAFF, AND THE COMMUNITY AT-LARGE3. DEVELOP A REPORT AND DETAILED STRATEGIC PLAN4. COMPLY WITH ALL COMMONWEALTH ATTORNEY GENERAL AND FEDERAL IRS COMMUNITY BENEFITS REQUIREMENTSTHE 2016 CHNA WAS CONDUCTED IN A THREE-PHASED PROCESS. - PHASE I INVOLVED A RIGOROUS AND COMPREHENSIVE REVIEW OF EXISTING QUANTITATIVE DATA ALONG WITH QUALITATIVE DATA COLLECTION PRIMARILY THROUGH A SURVEY OF 190 PARTNERS TO CHARACTERIZE COMMUNITY NEEDS. OTHER DATA SOURCES INCLUDED: - VITAL STATISTICS, CANCER REGISTRY, COMMUNICABLE DISEASE REGISTRY, MA DPH/MASSCHIP - BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY (MA DPH) - AMERICAN COMMUNITY SURVEY (US CENSUS)- PHASE II INVOLVED A MORE TARGETED ASSESSMENT OF NEED AND BROADER COMMUNITY ENGAGEMENT ACTIVITIES THAT INCLUDED LISTENING SESSIONS WITH HEALTH, SOCIAL SERVICE, AND PUBLIC HEALTH SERVICE PROVIDERS AS WELL AS FORUMS THAT INCLUDED THE COMMUNITY AT-LARGE. OTHER DATA SOURCES INCLUDED CLAIMS DATA FOR HOSPITAL INPATIENT AND EMERGENCY DEPARTMENT DISCHARGES (CHIA) AND RESOURCE INVENTORY. ANALYSES INCLUDED COMPARATIVE BENCHMARKING AND MAPPING OF HEALTH INDICATOR DATA. - PHASE III INVOLVED A SERIES OF STRATEGIC PLANNING AND REPORTING ACTIVITIES THAT INVOLVED A BROAD RANGE OF INTERNAL AND EXTERNAL STAKEHOLDERS. THIS PHASE ALSO INCLUDED A RANGE OF COMMUNITY FORUMS, WHEREBY BID-PLYMOUTH COMMUNICATED THE RESULTS OF THE CHNA AND OUTLINED THE CORE ELEMENTS OF ITS CURRENT AND REVISED CHIP. (SCHEDULE H PART V SECTION B QUESTION 5).IN COLLECTING THIS DATA, BID-PLYMOUTH SOUGHT TO DETERMINE WHERE COMMUNITY PROGRAMS ARE ALREADY MEETING HEALTH AND WELLNESS NEEDS AND DETERMINE WHICH COMMUNITY HEALTH NEEDS REMAIN UNMET. DATA SOURCES INCLUDED A BROAD ARRAY OF PUBLICLY AVAILABLE SECONDARY DATA, INTERVIEWS WITH KEY STAKEHOLDERS, A PARTNER SURVEY OF 190 PARTNERS IN THE BID-PLYMOUTH SERVICE AREA, AND FOUR FORUMS/FOCUS GROUPS. SINCE THE BEGINNING OF THE ASSESSMENT IN EARLY OCTOBER 2015, DOZENS OF INDIVIDUALS PARTICIPATED IN INTERVIEWS AND FORUMS/FOCUS GROUPS, AND ALMOST 200 INDIVIDUALS COMPLETED A PARTNER SURVEY FOR BID-PLYMOUTH'S SERVICE AREA. THESE PARTICIPANTS INCLUDED REPRESENTATIVES FROM HEALTH AND SOCIAL SERVICE PROVIDER ORGANIZATIONS, PUBLIC HEALTH DEPARTMENTS, COMMUNITY ADVOCACY GROUPS, COMMUNITY BUSINESSES, AND MANY OTHER TYPES OF COMMUNITY ORGANIZATIONS, AS WELL AS FROM THE COMMUNITY AT-LARGE. THE INFORMATION GATHERED AS PART OF THESE EFFORTS ALLOWED JSI AND BID-PLYMOUTH TO ENGAGE THE COMMUNITY AND GAIN A BETTER UNDERSTANDING OF COMMUNITY CAPACITY, STRENGTHS, AND CHALLENGES AS WELL AS COMMUNITY HEALTH STATUS, BARRIERS TO CARE, SERVICE GAPS, UNDERLYING DETERMINANTS OF HEALTH, AND OVERALL COMMUNITY NEED. THE CHNA UTILIZED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. AS NOTED ABOVE, THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING DATA ON SOCIAL, ECONOMIC, AND HEALTH INDICATORS IN THE REGION AS WELL AS INFORMATION FROM COMMUNITY DIALOGUES CONDUCTED WITH COMMUNITY RESIDENTS, AND INTERVIEWS WITH COMMUNITY STAKEHOLDERS. (SCHEDULE H, PART V, SECTION B, QUESTION 5). BID-PLYMOUTH CONDUCTED THIS CHNA PROCESS IN CONJUNCTION WITH ITS SOLE MEMBER, BETH ISRAEL DEACONESS MEDICAL CENTER, AS WELL AS THE OTHER HOSPITALS FOR WHICH BIDMC SERVES AS SOLE MEMBER, BID-MILTON AND BID-NEEDHAM. ALTHOUGH THESE HOSPITALS WORKED TOGETHER ON THE CHNA PROCESS, EACH HOSPITAL ULTIMATELY COMPILED ITS OWN INDEPENDENT CHNA AND IMPLEMENTATION STRATEGY. (SCHEDULE H, PART V, SECTION B, QUESTION 6A AND 6B).IN ADDITION TO THE METHODOLOGIES LISTED ABOVE, BID-PLYMOUTH GATHERS DATA ON AN ON-GOING BASIS THROUGH ITS SPEAKER'S BUREAU PROGRAM, HOUSECALLS, WHERE STAFF GATHER SURVEY DATA BY ASKING THOSE WHO ATTEND THE HEALTH EDUCATION PROGRAMS TO PROVIDE FEEDBACK AND IDENTIFY HEALTH-RELATED TOPICS THEY WOULD LIKE TO HEAR PRESENTED BY BID-PLYMOUTH CLINICIANS. DURING THE PERIOD COVERED BY THIS FILING, MORE THAN 190 AREA RESIDENTS PARTICIPATED IN BID-PLYMOUTH'S HOUSECALLS EDUCATIONAL PROGRAMS. TOPICS INCLUDED MAKO TECHNOLOGY FOR PARTIAL KNEE REPLACEMENT, HERNIAS, WHEN SURGERY IS NECESSARY, MIGRAINE TREATMENT OPTIONS, BACK PAIN TREATMENT AND SLEEP APNEA.THE HOSPITAL ALSO WORKS WITH A PATIENT FAMILY ADVISORY COUNCIL (PFAC). THIS COMMITTEE MEETS AT LEAST QUARTERLY AND PROVIDES FEEDBACK TO HELP MAKE IMPROVEMENTS THROUGHOUT THE HOSPITAL. EXAMPLES OF IMPROVEMENT INITIATIVES INCLUDE END OF LIFE CARE EVENT, A DISCUSSION WITH THE SUPERINTENDENT OF PLYMOUTH SCHOOLS ON THE LEADING HEALTH CONCERNS FOR YOUTH, AND MET WITH THE PLYMOUTH DIRECTOR OF PUBLIC HEALTH TO BETTER UNDERSTAND THE HEALTH NEEDS OF THE COMMUNITY.COMMUNITY HEALTH NEEDS ASSESSMENT - KEY FINDINGS - CHNA COMPLETED DURING FISCAL YEAR ENDED SEPTEMBER 30, 2016BID-PLYMOUTH'S CHNA IDENTIFIED THE FOLLOWING KEY HEALTH-RELATED OPPORTUNITIES:1. DECREASING ALCOHOL AND SUBSTANCE USE, INCLUDING OPIOID USE2. INCREASING ACCESS TO HEALTHY FOOD AND PHYSICAL ACTIVITY3. BETTER MANAGING MENTAL ILLNESS4. ADDRESSING THE COMMUNITY'S HIGH PREVALENCE OF CHRONIC DISEASE AND CANCER5. INCREASING SUPPORT FOR OLDER ADULTS6. ADDRESSING CONCERNS AROUND LYME DISEASE AND PNEUMONIA THE CHNA'S APPROACH AND PROCESS PROVIDED AMPLE OPPORTUNITY TO VET THE QUANTITATIVE AND QUALITATIVE DATA COMPILED DURING THE ASSESSMENT. BID-PLYMOUTH HAS FRAMED THE COMMUNITY HEALTH NEEDS UNDER THREE AREAS, WHICH TOGETHER ENCOMPASS THE BROAD RANGE OF HEALTH ISSUES FACING THE COMMUNITY. THESE THREE AREAS ARE: 1. HEALTH RISK FACTORS2. PHYSICAL DISEASE MANAGEMENT AND PREVENTION3. BEHAVIORAL HEALTH INCLUDING MENTAL HEALTH AND SUBSTANCE USE DISORDER.BID-PLYMOUTH ALREADY LEADS AND SUPPORTS A NUMBER OF INITIATIVES UNDER THESE AREAS, AND FOR THE PERIODS FOR WHICH THIS CHNA AND ASSOCIATED CHIP WILL INFORM BID-PLYMOUTH'S COMMUNITY BENEFITS OPERATIONS (FISCAL YEARS ENDING SEPTEMBER 30, 2017, SEPTEMBER 30, 2018 AND SEPTEMBER 30, 2019), BID-PLYMOUTH WILL SEEK TO EXPAND ON THESE INITIATIVES TO FURTHER PROMOTE COMMUNITY HEALTH.
COMMUNITY HEALTH NEEDS ASSESSMENT - ADDRESSING COMMUNITY HEALTH NEEDS BID-PLYMOUTH STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY, WHICH ARE AVAILABLE ON THE BID-PLYMOUTH WEBSITE. AS NOTED THROUGHOUT THIS FORM 990 SCHEDULE H, BID-PLYMOUTH'S MOST RECENTLY COMPLETED CHNA WAS COMPLETED DURING THE FISCAL YEAR ENDING 2016 AND THE FIRST YEAR OF ACCOMPLISHMENTS UNDER THAT CHNA AND IMPLEMENTATION STRATEGY (CHIP) ARE DETAILED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H FOR THIS FISCAL YEAR ENDING SEPTEMBER 30, 2018. THAT CHNA AND CHIP ARE AVAILABLE ON THE HOSPITAL'S WEBSITE AT (SCHEDULE H PART V SECTION B LINE 10A):HTTP://WWW.BIDPLYMOUTH.ORG/COMMUNITY-BENEFITSIN ADDITION, THE CHNA AND CHIP WHICH WERE PREVIOUSLY COMPLETED DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2013 AND UNDER WHICH COMMUNITY BENEFITS ACTIVITIES WERE GUIDED FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2014, SEPTEMBER 30, 2015 AND SEPTEMBER 30, 2016 IS ALSO AVAILABLE ON THE HOSPITAL'S WEBSITE AT: HTTP://WWW.BIDPLYMOUTH.ORG/COMMUNITY-BENEFITSBOTH DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. (SCHEDULE H, PART V, SECTION B, LINE 7A.) A SUMMARY OF BID-PLYMOUTH'S COMMUNITY BENEFITS ACTIVITIES, WHICH ADDRESS THE NEEDS IDENTIFIED IN THE CHNA COMPLETED DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2016 AND PRIORITIZED IN THE RELATED CHIP, ARE PROVIDED HERE ALONG WITH THE ENTITIES WITH WHICH THE BID-PLYMOUTH PARTNERS RELATED TO THESE EFFORTS. ALSO INCLUDED ARE THE PRIORITY AREAS THAT THESE ACTIVITIES ADDRESS, ACTIVITY GOAL STATEMENTS, AND A SUMMARY OF KEY ACCOMPLISHMENTS RELATED TO THESE ACTIVITIES IN FY 2018.HEALTHY PLYMOUTH INITIATIVEPROGRAM DESCRIPTIONBID-PLYMOUTH, WITH THE TOWN OF PLYMOUTH AND PLYMOUTH PUBLIC SCHOOLS, HAS BROUGHT TOGETHER MORE THAN 60 COMMUNITY PARTNERS-FROM CITY OFFICIALS TO LOCAL FARMERS-TO ENVISION AND BUILD A MORE HEALTH-SUSTAINING COMMUNITY, WHERE THE HEALTHY CHOICE IS THE EASY CHOICE. BECAUSE OF THE COLLABORATIVE WORK INITIATED BY BID-PLYMOUTH, THE TOWN OF PLYMOUTH, PLYMOUTH PUBLIC SCHOOLS AND OTHER COMMUNITY PARTNERS ARE FINDING NEW WAYS TO FOSTER BETTER HEALTH IN OUR COMMUNITY, LONG-TERM, AND AT A LOWER COST, THROUGH THE HEALTHY PLYMOUTH INITIATIVE. SUPPORTED BY BID-PLYMOUTH'S VICE PRESIDENT OF EXTERNAL AFFAIRS, THE HOSPITAL HAS MADE A COMMUNITY-WIDE COMMITMENT TO THE SHARED GOAL OF DEVELOPING POLICY LEVEL CHANGES THAT WILL EXPAND THE BREADTH AND IMPACT OF HEALTH INITIATIVES IN THE REGION. THIS PROGRAM BEGAN AS A POPULATION HEALTH INITIATIVE FOCUSED ON EDUCATION AND COMMUNITY WIDE FACILITATION OF HEALTHY EATING AND ACTIVE LIVING. IN FY2015, THE STATEWIDE PRIORITY AND LOCAL CRISIS OF SUBSTANCE ABUSE AND INADEQUATE BEHAVIORAL HEALTH ACCESS BECAME THE MOST PRESSING CONCERN. TODAY, SEVERAL OF THE INITIATIVES ACTIVITIES ARE FOCUSED ON THESE KEY ISSUES.IN FY 18, THE HEALTHY PLYMOUTH INITIATIVE CONDUCTED A BROAD RANGE OF ACTIVITIES IN SCHOOL AND IN COMMUNITY-BASED SETTINGS GEARED TOWARDS YOUTH. THESE INCLUDED:- MIDDLE SCHOOL AND HIGH SCHOOL ENRICHMENT ACTIVITIES- FOOD ACCESS, HEALTHY EATING, AND ACTIVE LIVING ACTIVITIES- HEALTH EDUCATION AND HEALTH PROMOTION ACTIVITIES- EMPLOYMENT AND JOB READINESS ACTIVITIESHOSPITAL PRIORITY- PHYSICAL DISEASE MANAGEMENT AND PREVENTION- HEALTH RISK FACTORS- BEHAVIORAL HEALTHSTATEWIDE PRIORITY- CHRONIC DISEASE MANAGEMENT IN DISADVANTAGED POPULATIONS- PROMOTING WELLNESS OF VULNERABLE POPULATIONS- REDUCING HEALTH DISPARITYPROGRAM TYPE- COMMUNITY EDUCATION- COMMUNITY PARTICIPATION/CAPACITY BUILDING INITIATIVE- HEALTHY COMMUNITIES PARTNERSHIP- OUTREACH TO UNDERSERVED, PREVENTION- SCHOOL/HEALTH CENTER PARTNERSHIPTARGET POPULATIONREGIONS SERVED: COUNTY - PLYMOUTH, TOWNS - PLYMOUTHTARGET POPULATIONS: MEDICALLY UNDERSERVED, THE POOR, YOUTH AT RISKHEALTH INDICATOR: OBESITY, HEART DISEASE, LUNG DISEASE, CANCER, DIABETES, NUTRITIONSEX: ALL AGE GROUP: YOUTH AT RISKETHNIC GROUP: ALL LANGUAGE: ENGLISHPARTNERS- TERRA CURA, INC.- PLYMOUTH PUBLIC SCHOOLS- ZION LUTHERAN CHURCH- LORING LIBRARY- NEW ENGLAND VILLAGES- ALGONQUIN HEIGHTS HOUSING COMPLEX- COLCHESTER FARM- PLYMOUTH AREA DEPARTMENT OF DEVELOPMENTAL SERVICESGOAL 1: PPS/VPA COFFEE HOUSE: TO CREATE A WELCOMING ENVIRONMENT AND PUBLIC FORUM FOR PLYMOUTH MIDDLE AND HIGH SCHOOL STUDENTS TO PERFORM FOR PEERS AND THE PUBLIC IN 6 SCHEDULED EVENTS THROUGHOUT THE SCHOOL YEAR. THE PRIMARY AIMS OF THESE ACTIVITIES ARE TO PROMOTE TALENT AND DEVELOP CONFIDENCE AND SELF-AWARENESS.GOAL STATUS: ORGANIZED AND PRESENTED SIX COFFEE HOUSE EVENTS; FOUR HELD AT THE HIGH SCHOOLS AND TWO AT THE MIDDLE SCHOOLSGOAL 2: ALGONQUIN HEIGHTS/COLCHESTER FARM MARKET PROGRAM: TO DEVELOP A COLLABORATIVE, MULTI-AGENCY PROGRAM THAT PROMOTES SUMMER EDUCATION AND EMPLOYMENT OPPORTUNITIES FOR INCOME ELIGIBLE TEENS AT A LOCAL INCLUSIVE FARM WHILE AT THE SAME TIME CREATING A SUBSIDIZED FARMER'S MARKET FOR LOW INCOME RESIDENTS IN PLYMOUTH'S PUBLIC HOUSING COMPLEX. THE PROJECT WAS CONDUCTED IN PARTNERSHIP WITH TERRA CURA, INC., ALGONQUIN HEIGHTS HOUSING COMPLEX, NEW ENGLAND VILLAGES/COLCHESTER FARM, AND THE PLYMOUTH AREA DEPARTMENT OF DEVELOPMENTAL SERVICES.GOAL STATUS: ENGAGED FIVE INCOME-ELIGIBLE TEENS TO PARTICIPATE IN SUMMER EDUCATIONAL AND EMPLOYMENT OPPORTUNITIES AT COLCHESTER FARM AND PROVIDED 40 LOW INCOME HOUSEHOLDS FROM ALGONQUIN HEIGHTS HOUSING COMPLEX WITH $20 WORTH OF FRESH PRODUCEGOAL 3: AMAZING RACE: TO LAUNCH AN ANNUAL FUNDRAISER THAT PROMOTES HEALTHY ACTIVITIES, TEAMWORK, EDUCATION AND LOCAL CULTURE, WHILE RAISING FUNDS TO SUPPORT SCHOOL GARDEN INITIATIVE AND THE PEER HELPER MENTORSHIP PROGRAM.GOAL STATUS: THIRTY-FOUR (34) TEAMS OF FOUR PARTICIPATED IN THE AMAZING RACE FUNDRAISER, ENGAGING PHYSICAL, EDUCATIONAL AND MENTAL CHALLENGES IN LOCATIONS THROUGHOUT PLYMOUTH. THEY RAISED OVER $27,000 THROUGH FEES, DONORS, SPONSORS AND AN ONLINE AUCTION. NET FUNDS WILL SUPPORT THE HIRE OF PART TIME MULTI-SCHOOL GARDEN COORDINATORS TO ENHANCE GARDEN PROGRAMS ACROSS ALL SUBJECTS AND THE LAUNCH OF AN AFTER SCHOOL PEER HELPER PILOT FOR GRADES 6 AND 7 AT PLYMOUTH SOUTH MIDDLE SCHOOLGOAL 4: APRIL VACATION WEEK ENRICHMENT ACTIVITIES: TO CREATE POSITIVE ENRICHMENT ACTIVITIES FOR 6TH, 7TH, AND 8TH GRADERS IN PLYMOUTH BY IMPLEMENTING A FULL ROSTER OF PHYSICAL, CREATIVE, EDUCATIONAL AND SELF-AWARENESS ACTIVITIES. THE PROGRAM TOOK PLACE AT ZION LUTHERAN CHURCH AND LORING LIBRARY, MONDAY-FRIDAY FROM 10AM TO 4PM, DURING APRIL VACATION WEEK. 25 VOLUNTEERS HELPED TO ORGANIZE AND MANAGE ACTIVITIES THROUGHOUT THE WEEK, INCLUDING MUSIC, ART, CRAFTS, FITNESS, MINDFULNESS AND COOKING ACTIVITIES. YOUTH ALSO EXPLORED CAREER CHOICES AND RECEIVED EDUCATION RELATED TO RISKY BEHAVIORS AND POSITIVE COPING SKILLS. WORKING PARENTS/GUARDIANS BENEFIT FROM ACTIVE FREE PROGRAMMING RATHER THAN HAVING CHILDREN ALONE AT HOME OR WITH PAID PROVIDERS.GOAL STATUS: 190 6TH, 7TH, AND 8TH GRADERS PARTICIPATED IN THE PROGRAM, UP FROM 145 IN FY 2017GOAL 5: PERMACULTURE SCHOOL GARDEN CLUBS: TO PROMOTE AFTER SCHOOL ENRICHMENT ACTIVITIES AND PROMOTE ENGAGEMENT IN THE SCHOOL COMMUNITY BY PROVIDING OPPORTUNITIES FOR STUDENTS TO EXPERIENCE NATURE AND LEARN ABOUT GROWING, HARVESTING AND CONSUMING FOOD. ACTIVITIES ALSO PREVENTED STUDENTS FROM ENGAGING IN RISKY BEHAVIORS AFTER SCHOOL. GARDENS ARE LOCATED IN EVERY PLYMOUTH PUBLIC SCHOOL AND THE PLYMOUTH EARLY CHILDHOOD CENTER. GOAL STATUS: 150 STUDENTS ATTENDED THE PERMACULTURE SCHOOL GARDEN CLUB AFTER SCHOOL PROGRAM IN EIGHT ELEMENTARY SCHOOLSGOAL 6: PEER HELPER PROGRAM: TO DEVELOP A MENTORSHIP PROGRAM THAT PROMOTES POSITIVE INTER-GENERATIONAL INTERACTIONS, RESPECT AND TOLERANCE BETWEEN MIDDLE SCHOOL AND ELEMENTARY SCHOOL CHILDREN. MIDDLE SCHOOL CHILDREN WERE LINKED TO KINDERGARTENERS THROUGH SECOND GRADERS AND ASSISTED THEM WITH READING AND MATH SKILLS VIA AN AFTER-SCHOOL PROGRAM. OLDER STUDENTS DEVELOPED LEADERSHIP SKILLS AND BECAME ROLE MODELS FOR YOUNGER STUDENTS. YOUNGER STUDENTS BENEFITED FROM TUTORING. GOAL STATUS: 121 MIDDLE SCHOOL STUDENTS PARTICIPATED IN MENTORING ACTIVITIES WITH ELEMENTARY SCHOOL CHILDRENGOAL 7: HEALTHY MARKETS. TO CONTINUE TO SUPPORT FOUR HEALTHY MARKETS IN PLYMOUTH BY ROUTINELY CHECKING THEIR INVENTORY AND LABELING FOR HEALTHY OPTIONSGOAL STATUS: FOUR (4) HEALTHY MARKETS WERE MAINTAINED IN PLYMOUTH. HEALTHY OPTIONS WERE UPDATED MONTHLY. NEW HEALTHY RECIPE CARDS WERE PRINTED AND PLACED ON THE COUNTERS FOR THE PUBLIC TO TAKE WHEN DECIDING WHICH PRODUCTS TO PURCHASE.
ACCESS TO CARE - UNINSURED AND UNDERINSURED PROGRAM DESCRIPTIONBID-PLYMOUTH WORKED WITH THE STATE TO COMMUNICATE NEW HEALTH COVERAGE PLANS FOR THE UNINSURED AND ENROLL THOSE WHO QUALIFY. FINANCIAL COUNSELORS SCREENED AND ENROLLED PATIENTS FOR MASSHEALTH, HEALTH SAFETY NET, MEDICAL HARDSHIP AND COMMONWEALTH CARE. HOSPITAL PRIORITY- PHYSICAL DISEASE MANAGEMENT AND PREVENTION- HEALTH RISK FACTORS- BEHAVIORAL HEALTHSTATEWIDE PRIORITY- CHRONIC DISEASE MANAGEMENT- MENTAL HEALTH- SUBSTANCE USEPROGRAM TYPE- DIRECT SERVICETARGET POPULATIONREGIONS SERVED: COUNTIES - PLYMOUTH, BRISTOL, BARNSTABLE, DUKESCITIES/TOWNS - 48 UNSPECIFIED TOWNSTARGET POPULATIONS: MEDICALLY UNDERSERVEDHEALTH INDICATOR: CHILD CARE, BEREAVEMENT, HOSPICESEX: ALLAGE GROUP: PRENATAL TO 19 YEARS OLDETHNIC GROUP: ALLLANGUAGE: ENGLISHPARTNERS- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH- MASSHEALTH- EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICESGOAL 1: PROVIDE FREE FINANCIAL ASSISTANCE COUNSELING TO UNINSURED AND UNDERINSURED RESIDENTS AND ENROLL THEM IN ENTITLEMENT PROGRAMS.GOAL STATUS: STAFF ENROLLED 9,152 PATIENTS INTO ENTITLEMENT PROGRAMSBID-PLYMOUTH BELIEVES THAT THIS IS A VERY IMPORTANT COMMUNITY BENEFIT ACTIVITY AND AS SUCH, THE DETAILS ARE INCLUDED HERE TO THE FORM 990 SCHEDULE H NARRATIVE. IN ACCORDANCE WITH THE INSTRUCTIONS TO THE FORM 990, THE COSTS ASSOCIATED WITH FINANCIAL COUNSELORS HAVE NOT BEEN INCLUDED IN THE QUANTIFICATION ON FORM 990 SCHEDULE H LINE 7E.THE HOSPITAL ALSO PROVIDES FINANCIAL SUPPORT TO HELP ENSURE THAT THE COMMUNITY CAN ACCESS PRIMARY CARE AND CERTAIN SPECIALTY CARE. DURING THE PERIOD COVERED BY THIS FILING, BID-PLYMOUTH PROVIDED $ 4,058,702 FOR SUCH ACTIVITIES AND THIS AMOUNT IS INCLUDED IN THIS FORM 990 SCHEDULE H PART I LINE 7G. IN ADDITION, AS NOTED THROUGHOUT THIS FILING, FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH AND MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG). APG ALSO WORKS WITH BID-PLYMOUTH TO PROVIDE ACCESS TO PRIMARY AND SPECIALTY CARE IN THE COMMUNITIES SERVED BY BID-PLYMOUTH AND DURING THE PERIOD COVERED BY THIS FILING, THE MEDICAL CENTER PROVIDED AN ADDITIONAL $158,022 OF SUPPORT RELATED TO THESE ACTIVITIES, BUT AS REQUIRED BY THIS FORM 990 SCHEDULE H, THIS AMOUNT HAS NOT BEEN REPORTED ON BID-PLYMOUTH'S SCHEDULE H PART I LINE 7G. ACCESS PROGRAMPROGRAM DESCRIPTIONTHE AIDS COMPREHENSIVE, CARE, EDUCATION, AND SUPPORT SERVICES PROGRAM (ACCESS PROGRAM) PROVIDES FREE AND ANONYMOUS HIV TESTING, MEDICAL CARE, PREVENTION EDUCATION, AND SUPPORT SERVICES TO PEOPLE LIVING WITH HIV/AIDS IN PLYMOUTH AND SURROUNDING TOWNS. PATIENTS MAY RECEIVE PRIMARY CARE SERVICES, INCLUDING PHYSICAL EXAMINATIONS; TREATMENT SERVICES AND PLANNING; LABORATORY TESTING; IMMUNIZATIONS AND SCREENING; ANTIVIRAL MEDICATIONS; REFERRALS TO SPECIALTY CARE AND CLINICAL TRIALS; AND MEDICAL CASE MANAGEMENT.THE FEDERAL RYAN WHITE CARE ACT (TITLE III) GRANT FOR EARLY INTERVENTION SERVICES PROVIDES FUNDING FOR THESE SERVICES. THE CARE ACT IS FUNDED THROUGH THE AIDS BUREAU OF THE U.S. HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA).HOSPITAL PRIORITY- PHYSICAL DISEASE MANAGEMENT AND PREVENTION- HEALTH RISK FACTORSSTATEWIDE PRIORITY- CHRONIC DISEASE MANAGEMENT IN DISADVANTAGED POPULATIONS- PROMOTING WELLNESS OF VULNERABLE POPULATIONSPROGRAM TYPE- DIRECT SERVICETARGET POPULATIONREGIONS SERVED: COUNTIES - PLYMOUTH, BARNSTABLE CITIES/TOWNS - ABINGTON, BOURNE, BRAINTREE, BRIDGEWATER, BUZZARDS BAY, CARVER, DARTMOUTH, DUXBURY, HALIFAX, HOLLISTON, HYANNIS, KINGSTON, LAKEVILLE, MARION, MARSHFIELD, MASHPEE, MIDDLEBORO, NEW BEDFORD, PEMBROKE, PLYMOUTH, PLYMPTON, ROCKLAND, SANDWICH, SALEM, SCITUATE, TRUROTARGET POPULATIONS: THE POOR, ELDERLY, LGBT, MEN WHO HAVE SEX WITH MEN (MSM), INTRAVENOUS DRUG USERS, HETEROSEXUALS, YOUTH, HIV+ NOT IN CARE, LOW-INCOME, NEWLY INFECTED WITH HIVHEALTH INDICATOR: OTHER (HIV/AIDS)SEX: ALL AGE GROUP: ADULTETHNIC GROUP: ALL LANGUAGE: ENGLISHPARTNERS- PLYMOUTH RESOURCE CENTER- BID-PLYMOUTH BEHAVIORAL HEALTH TEAM- BPHC DENTAL HEALTH PROGRAM- CLEAN STATE- HARBOR HEALTH- HIGH POINT OUTPATIENT TREATMENT SERVICES- PLYMOUTH FAMILY PLANNING- FATHER BILL'S AND MAINSPRING- THE BRIDGE- HABILITATION ASSISTANCEGOAL 1: TO ENROLL AT LEAST FIVE CLIENTS INTO CARE DURING THE GRANT YEAR.GOAL STATUS: ENROLLED 12 NEW CLIENTS PROVIDING THEM WITH FREE AND ANONYMOUS HIV TESTING, MEDICAL CARE, PREVENTION EDUCATION, AND SUPPORT SERVICES TO PEOPLE LIVING WITH HIV/AIDS IN PLYMOUTH AND SURROUNDING TOWNSGOAL 2: INCREASE NUMBER OF PEOPLE TESTED FOR HIVGOAL STATUS: TESTED 30 PEOPLE IN 2018 AND OF THE 30, NOT ONE HAD HIVGOAL 3: MAINTAIN VIRAL SUPPRESSION IN 95% OF OUR CLIENTSGOAL STATUS: ABLE TO MAINTAIN VIRAL SUPPRESSION IN 95% OF OUR CLIENTSDURING THE PERIOD COVERED BY THIS FILING, BID-PLYMOUTH PROVIDED OVER $350,000 IN CARE AND SERVICES RELATED TO ACCESS AND THE COSTS ASSOCIATED WITH THIS ACTIVITY HAVE BEEN REPORTED IN THIS FORM 990 SCHEDULE H PART I LINE 7E, COLUMN C. GRANT FUNDS RECEIVED WHICH ENABLE BID-PLYMOUTH TO PROVIDE THESE SERVICES TO THE COMMUNITY HAVE SIMILARLY BEEN REPORTED IN THIS FORM 990 SCHEDULE H PART I LINE 7E, COLUMN D AS REVENUE RECEIVED. AS SUCH, THE NET COMMUNITY BENEFIT CALCULATED IN THIS FORM 990 SCHEDULE H PART I LINE 7E, DOES NOT INCLUDE THE COST OF THESE ACTIVITIES. CANCER PATIENT SUPPORT PROGRAMPROGRAM DESCRIPTIONA CANCER DIAGNOSIS OFTEN CREATES FINANCIAL AND EMOTIONAL STRESS FOR PATIENTS AND FAMILIES. THE CANCER PATIENT SUPPORT PROGRAM IDENTIFIES CANCER PATIENTS WITH EXTREME EMOTIONAL AND FINANCIAL HARDSHIP AND MATCHES THEM WITH COUNSELING AND FINANCIAL SUPPORT WHEN POSSIBLE. THIS PROGRAM IS FREE TO CANCER PATIENTS WHENEVER SOURCES OF SUPPORT ARE AVAILABLE.BID-PLYMOUTH PROVIDES SUPPORT FOR PATIENTS AND FAMILIES THROUGH A SOCIAL WORKER, RESOURCE NURSE, AND NURSE NAVIGATOR. THIS TEAM PROVIDES COUNSELING, SUPPORT, AND WORKS TO FIND RESOURCES TO HELP ALLEVIATE OUT-OF-POCKET EXPENSES TYPICALLY NOT COVERED BY INSURANCE. THE TEAM MAY ALSO HELP TO FIND FUNDING SOURCES TO COVER THE COST OF HOUSEHOLD EXPENSES (E.G., GROCERIES, CAR PAYMENTS, HEATING, AND ELECTRIC).FINALLY, THIS PROGRAM FINDS RESOURCES TO PROMOTE CANCER SCREENINGS AND EDUCATION ABOUT WELLNESS AND PREVENTION TO HELP KEEP THE COMMUNITY HEALTHIER AND DECREASE RISK FACTORS THAT ARE ASSOCIATED WITH A CANCER DIAGNOSIS.HOSPITAL PRIORITY- PHYSICAL DISEASE MANAGEMENT AND PREVENTION- HEALTH RISK FACTORSSTATEWIDE PRIORITY- CHRONIC DISEASE MANAGEMENT IN DISADVANTAGED POPULATIONS PROGRAM TYPE- DIRECT SERVICETARGET POPULATIONREGIONS SERVED: COUNTIES - PLYMOUTH, BARNSTABLE, NORFOLK, DUKES, BRISTOLCITIES/TOWNS - 50 UNSPECIFIED TOWNSTARGET POPULATIONS: OTHER (PEOPLE WITH OR AT RISK FOR CANCER)HEALTH INDICATOR: OTHER (CANCER)SEX: ALLAGE GROUP: ALLETHNIC GROUP: ALLLANGUAGE: ENGLISHPARTNERS- JOE ANDRUZZI FOUNDATION- ELLI FUND- CABBIES- KEVILLE FOUNDATION- SCORE FOR A CURE- RALLY FOR A CAUSE- DUXBURY GRIDIRON CLUBGOAL 1: CONTINUE TO USE A SCREENING TOOL TO EVALUATE NEED FOR PSYCHOSOCIAL AND FINANCIAL SUPPORT, AND HELP FAMILIES FILL OUT FORMS FOR GRANTS FROM OUR FINANCIAL SUPPORT PARTNERSGOAL STATUS: SCREENED 450 PATIENTS/FAMILIES; 250 OF THOSE SCREENED WERE PROVIDED FUNDS THROUGH OUR PARTNERSGOAL 2: PROVIDE ANNUAL FREE SKIN CANCER SCREENINGS AND SUN EXPOSURE AWARENESS TO 100 PEOPLEGOAL STATUS: SCREENED 100 PEOPLE. 23 OUT OF THE 100 WERE REFERRED TO THEIR PRIMARY CARE PHYSICIAN AND OF THE 23, 15 WERE REFERRED FOR A BIOPSYGOAL 3: TO EVALUATE THE FACTORS OF DISTRESS IN OUR PATIENT POPULATION AND REVIEW SERVICES AVAILABLE TO MEET THE NEEDS OF THIS GROUP.GOAL STATUS: EVALUATED 450 PATIENTS AND PROVIDED THEM A LIST OF SERVICES TO HELP MEET THEIR NEEDS. THESE INCLUDE: PARTNERING WITH ACS, AS WELL AS MENTORING, EDUCATIONAL TOOLS, ROAD TO RECOVERY AND PARTICIPATION IN RELAY FOR LIFE. THE CANCER CENTER SPONSORS KEEP IT MOVING BOOT CAMP, A WEEKLY YOGA CLASS, AND WRITING GROUPSGOAL 4: OFFER 30 FREE SCREENINGS TO WOMEN EVERY OTHER MONTH, INCLUDING PAP SMEARS AND MAMMOGRAMSGOAL STATUS: SCREENED 48 WOMENGOAL 5: CONTINUE TO PROVIDE WEEKLY SUPPORT GROUPS TO PATIENTS, WITH 10 ATTENDEES EACH WEEKGOAL STATUS: PROVIDED SUPPORT GROUPS FOR OVER 20 ATTENDEES EACH WEEK THROUGH VARIOUS SUPPORT GROUPSGOAL 6: HOST 4TH BIANNUAL WOMEN'S HEALTH SYMPOSIUM FOR WOMEN TO EDUCATE AND INFORM THEM ON THE LATEST IN BREAST HEALTH; EVENT WAS FREE AND OPEN TO THE PUBLIC. DINNER WAS INCLUDED.GOAL STATUS: HOSTED THE BIANNUAL WOMEN'S HEALTH SYMPOSIUM WITH 400 WOMEN IN ATTENDANCE.
PEDIATRIC PALLIATIVE CARE PROGRAM DESCRIPTIONTHE FRAGILE FOOTPRINTS PEDIATRIC PALLIATIVE CARE PROGRAM IS PART OF THE MASSACHUSETTS PEDIATRIC CARE NETWORK, ADMINISTERED BY THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, DIVISION FOR PERINATAL, EARLY CHILDHOOD, AND SPECIAL HEALTH NEEDS. THROUGH THIS PROGRAM, BID-PLYMOUTH PROVIDES MEDICAL CASE MANAGEMENT AND SUPPORT SERVICES FOR CHILDREN WITH POTENTIALLY LIFE-LIMITING ILLNESSES AND THEIR FAMILIES. AN INTERDISCIPLINARY TEAM OF NURSES, SOCIAL WORKERS, CHILD LIFE SPECIALISTS, SPIRITUAL CARE, COMPLEMENTARY THERAPY, EXPRESSIVE ARTS PRACTITIONERS, AND TRAINED VOLUNTEERS COLLABORATE TO DESIGN CARE PLANS THAT COORDINATE AND AUGMENT EXISTING SERVICES BEING RECEIVED. THROUGH THIS COLLABORATIVE APPROACH, FRAGILE FOOTPRINTS WORKS TO ADDRESS THE ISSUES COMMONLY EXPERIENCED BY FAMILIES OF MEDICALLY FRAGILE CHILDREN, INCLUDING STRESS, ANXIETY, ISOLATION, FINANCIAL HARDSHIP, RELATIONSHIP ISSUES, AND INTERRUPTION OF DAILY ROUTINES. HOSPITAL PRIORITY- PHYSICAL DISEASE MANAGEMENT AND PREVENTION- HEALTH RISK FACTORS STATEWIDE PRIORITY- CHRONIC DISEASE MANAGEMENT IN DISADVANTAGED POPULATIONS PROGRAM TYPE- DIRECT SERVICE TARGET POPULATIONREGIONS SERVED: COUNTIES - PLYMOUTH, BRISTOL, BARNSTABLE, DUKESCITIES/TOWNS - 48 UNSPECIFIED TOWNSTARGET POPULATIONS: MEDICALLY UNDERSERVEDHEALTH INDICATOR: CHILD CARE, BEREAVEMENT, HOSPICESEX: ALLAGE GROUP: PRENATAL TO 19 YEARS OLDETHNIC GROUP: ALLLANGUAGE: ENGLISHPARTNERS- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH- PEDIATRIC PALLIATIVE CARE NETWORK GOAL 1: INCREASE OUTREACH TO 75 FAMILIES AND REDUCE WAITING LIST FROM 30 TO 20 IN FY18GOAL STATUS: INCREASED OUTREACH TO SERVE 77 FAMILIES AND REDUCED WAITING LIST FROM 30 TO 14 FAMILIESGOAL 2: EXPAND SCOPE OF SERVICES TO INCLUDE MUSIC THERAPY AND AROMA TOUCH FOR VERY YOUNG AND SIGNIFICANTLY IMPAIRED POPULATIONS AND THEIR CAREGIVERSGOAL STATUS: EXPANDED SCOPE OF SERVICES TO INCLUDE AN EXPRESSIVE THERAPIST WHO PROVIDES MUSIC AND ART THERAPY AND A CERTIFIED AROMA THERAPIST (RN) TO PROVIDE COMFORT AND RELAXATION SERVICES (IN ADDITION TO CONTRACTS WITH SOUTH SHORE CONSERVATORY AND SOUND JOURNEY)GOAL 3: EXPAND COMMUNITY COLLABORATIONS TO MAKE FAMILY AND GROUP PROGRAMS (E.G., RED SOX OUTINGS, BOWLING, SUMMER PROGRAM, MOTHER'S DAY EVENT, HOLIDAY PARTY, TRIPS TO ZOO AND FARM) MORE ACCESSIBLE THROUGHOUT THE SERVICE AREAGOAL STATUS: SECURED PRIVATE DONATIONS TO MAKE FAMILY AND GROUP PROGRAMS MORE ACCESSIBLE. DONATIONS WERE A RESULT OF COLLABORATIONS WITH THE ST. MARY'S CHURCH OF SCITUATE, DUXBURY SENIOR CENTER, THE VILLAGE OF DUXBURY, HOPE FLOATS HEALING AND WELLNESS CENTER, AND THE YAWKEY FOUNDATIONSMOKING CESSATIONPROGRAM DESCRIPTIONFROM OFFERING EDUCATION ON THE DANGERS OF TOBACCO USE, TO ITS SMOKE FREE CAMPUS, BID-PLYMOUTH HAS LONG BEEN A LEADER IN TOBACCO PREVENTION. SINCE 2013, THE HOSPITAL HAS TAKEN PREVENTION TO A NEW LEVEL BY DEVELOPING A FORMALIZED SYSTEM-WIDE APPROACH TO CONNECTING WITH TOBACCO USERS WHO WANT TO QUIT, AND MAKING IT EASIER FOR THEM TO REACH THEIR GOALS. THIS SYSTEM ESTABLISHES CONSISTENT METHODS TO SCREEN FOR SMOKING STATUS OR CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), A LEADING CAUSE OF HOSPITALIZATIONS IN THE REGION. THROUGHOUT FY18, BID-PLYMOUTH AND COMMUNITY PARTNERS WORKED WITH PATIENTS IN THE COMMUNITY TO REDUCE SMOKING. PROVIDERS HAVE ENCOURAGED THE USE OF PHARMACOLOGIC AND NON-PHARMACOLOGIC OPTIONS TO ASSIST WITH SMOKING CESSATION. ANECDOTAL REPORTS SUGGEST THE TREND OF PRESCRIBING CESSATION AIDS APPEARS TO HAVE INCREASED. THE CLINICAL PATHWAYS COMMITTEE IS WORKING WITH INDUSTRY PARTNERS TO COLLECT YEAR-OVER-YEAR DATA TO SUPPORT THIS PROCESS. BID-PLYMOUTH EXPANDED ITS EFFORTS TO INFORM PHYSICIANS ABOUT THE QUITTER'S TOBACCO TREATMENT PROGRAM, MAKING THE ENROLLMENT PROCESS EASIER FOR PATIENTS. THE SUCCESSFUL QUITTERS PROGRAM IS FACILITATED BY A CERTIFIED TOBACCO TREATMENT SPECIALIST (TTS). THE 6-WEEK COURSE INTRODUCES INTERACTIVE TECHNIQUES, RELAXATION, VISUALIZATION, AND EDUCATION TO HELP PARTICIPANTS LEARN WHY THEY SMOKE, WHAT HAPPENS WHEN THEY QUIT, HOW TO HANDLE CRAVINGS AND WITHDRAWAL, AND HOW TO AVOID RELAPSE. SESSIONS ARE AVAILABLE IN ONE-TO-ONE OR GROUP SETTINGS. RESEARCH SHOWS THIS MULTIFACETED APPROACH TO BE HIGHLY EFFECTIVE IN HELPING USERS KICK THE HABIT. THE PROGRAM REPRESENTS THE HOSPITAL'S COMMITMENT TO BETTER HEALTHCARE FOR EVERYONE - STANDARDIZING AN APPROACH TO ADDRESS KEY HEALTH CONCERNS AND ENSURING PATIENTS ACROSS PLYMOUTH COUNTY RECEIVE RELIABLE, EFFECTIVE TREATMENT. THIS PROGRAM PROVIDES ONE EXAMPLE OF BID-PLYMOUTH'S COMMITMENT TO FINDING NEW WAYS TO MANAGE RESOURCES AND IMPROVE CARE COMMUNITYWIDE, WHILE CONTROLLING HEALTHCARE COSTS.HOSPITAL PRIORITY- PHYSICAL DISEASE MANAGEMENT AND PREVENTION- HEALTH RISK FACTORS STATEWIDE PRIORITY- CHRONIC DISEASE MANAGEMENT PROGRAM TYPE- COMMUNITY EDUCATION- DIRECT SERVICE TARGET POPULATIONREGIONS SERVED: COUNTIES - PLYMOUTH, BARNSTABLECITIES/TOWNS - BOURNE, CARVER, DUXBURY, HALIFAX, KINGSTON, LAKEVILLE, PEMBROKE, PLYMOUTH, PLYMPTON, MARSHFIELD, MIDDLEBORO, SANDWICH, WAREHAMTARGET POPULATIONS: ADULTS, LOW INCOME, OTHER (PEOPLE WHO SMOKE)HEALTH INDICATOR: (OTHER) CANCERSEX: ALLAGE GROUP: ADULTSETHNIC GROUP: ALLLANGUAGE: ENGLISHPARTNERS- AFFILIATED PHYSICIAN GROUP (2018 AND 2019)- PLYMOUTH BAY MEDICAL ASSOCIATES (2018 AND 2019)- PMG ASSOCIATES, ATRIUS HEALTH GROUP (2019)GOAL 1 (FY18): ENCOURAGE AND INCREASE THE NUMBER OF PATIENTS TO ENROLL IN QUITTER'S SMOKING CESSATION PROGRAM BY 2%GOAL STATUS: THREE PERCENT (9 OUT OF 352) OF PATIENTS WERE REFERRED TO THE TOBACCO TREATMENT SPECIALIST AND ENROLLED IN QUIT SESSIONS. THIS NUMBER IS A DECREASE FROM 2017, WHERE 5% (16 OF 328) PATIENTS ENROLLEDGOAL 2 (FY18): RESPIRATORY THERAPISTS WILL ASSESS 95% OF SMOKERS WITH INTENT TO QUIT TO INCREASE THE NUMBER OF PATIENTS WHO WOULD LIKE TO BE CONTACTED BY THE TTS TO JOIN THE QUITTER'S PROGRAMGOAL STATUS: 92% OF INPATIENT SMOKERS WERE ASSESSED BY A RESPIRATORY THERAPIST; 20% OF PATIENTS ASSESSED BY THE RESPIRATORY THERAPIST REQUESTED CONTACT FROM A TTSGOAL 3 (FY18): PROVIDE QUITTER'S PROGRAM BROCHURES TO PRIMARY CARE OFFICES AFFILIATED WITH BID-PLYMOUTH AND INPATIENTS ASSESSED BY RESPIRATORY THERAPISTS. PROVIDERS SHOULD EXPLAIN THE BENEFIT OF THE QUITTER'S PROGRAM AND ENCOURAGE CESSATIONGOAL STATUS: 1500 BROCHURES WERE PROVIDED TO PRIMARY CARE AFFILIATES AND 1800 BROCHURES WERE DISTRIBUTED TO INPATIENTSBID-PLYMOUTH HOUSE CALLSPROGRAM DESCRIPTIONBID-PLYMOUTH LAUNCHED HOUSECALLS IN 2005 AS AN EDUCATIONAL SPEAKER SERIES THAT BRINGS IMPORTANT HEALTH AND PREVENTION INFORMATION TO THE COMMUNITY. BID-PLYMOUTH PHYSICIANS AND OTHER HEALTH CARE PROVIDERS PROVIDE REGULAR HEALTH INFORMATION SEMINARS AT VARIOUS LOCATIONS THROUGHOUT THE 12-TOWN BID-PLYMOUTH SERVICE AREA. ALL HOUSECALLS EVENTS ARE ONE HOUR AND ALLOW ATTENDEES TO ASK QUESTIONS. THE COMMUNITY BENEFITS STAFF COLLECTS DATA THROUGH AN EVALUATION THAT ATTENDEES COMPLETE AT THE END OF EACH LECTURE. THE EVALUATION INCLUDES QUESTIONS PROBING ON WHAT THEY THOUGHT ABOUT THE LECTURE, WHAT OTHER TOPICS THEY ARE INTERESTED IN, AND HOW THEY HEARD ABOUT THE LECTURE.ALL HOUSECALLS EVENTS ARE FREE AND OPEN TO THE PUBLIC. HOSPITAL PRIORITY- PHYSICAL DISEASE MANAGEMENT AND PREVENTION STATEWIDE PRIORITY- ADDRESS UNMET NEEDS OF THE UNDERSERVED, PROMOTING WELLNESS OF VULNERABLE POPULATIONSPROGRAM TYPE- COMMUNITY EDUCATIONTARGET POPULATIONREGIONS SERVED: COUNTY-PLYMOUTHTOWNS SERVED: ALL TOWNS IN BETWEEN PEMBROKE TO THE CAPETARGET POPULATIONS: ELDERLY, CHRONICALLY ILLHEALTH INDICATOR: OTHER: ARTHRITIS, OTHER: BACK PAIN, OTHER: MIGRAINE TREATMENT; OTHER: NUTRITION, OTHER: SLEEP APNEA, OTHER: KNEE PAIN, OTHER: HERNIA AND SPORTS INJURY PREVENTION SEX: ALL AGE GROUP: ADULT ETHNIC GROUP: ALL LANGUAGE: ENGLISHGOAL 1: TO EDUCATE COMMUNITY RESIDENTS ON HEALTH TOPICS RELEVANT TO THEM IN A LOCATION CLOSE TO THEIR HOME AT NO COST. THESE EVENTS HELP TO ENSURE THAT COMMUNITY RESIDENTS HAVE THE MOST UP-TO-DATE HEALTH INFORMATION AVAILABLE ON ISSUES CRITICAL TO THEIR HEALTH AND WELL-BEING, INCLUDING INFORMATION ON HEALTH PROMOTION AND WELLNESS, CHRONIC DISEASE MANAGEMENT, MENTAL HEALTH AND SUBSTANCE USE.GOAL STATUS: MORE THAN 190 AREA RESIDENTS PARTICIPATED IN BID-PLYMOUTH'S HOUSECALLS FY 2018 LECTURES INCLUDED SESSIONS ON TOTAL KNEE REPLACEMENT, BACK PAIN MANAGEMENT, CAUSES AND SOLUTIONS FOR BACK PAIN, HERNIAS AND WHEN SURGERY IS NECESSARY, MIGRAINE TREATMENT OPTIONS, AND SLEEP APNEATHREE PERCENT (9 OUT OF 352) OF PATIENTS WERE REFERRED TO THE TOBACCO TREATMENT SPECIALIST AND ENROLLED IN QUIT SESSIONS. THIS NUMBER IS A DECREASE FROM 2017, WHERE 5% (16 OF 328) PATIENTS ENROLLED.
BEHAVIORAL HEALTH INTEGRATION PROGRAM DESCRIPTIONIN 2013, THE HOSPITAL CONDUCTED A BEHAVIORAL HEALTH ASSESSMENT TO IDENTIFY BEHAVIORAL HEALTH NEEDS IN THE COMMUNITY-ASSESSING CURRENT SERVICES, IDENTIFYING SERVICE GAPS, AND IDENTIFYING POTENTIAL SERVICE OPPORTUNITIES FOR THE HOSPITAL. IN 2016, AS PART OF THE FY 2016 CHNA, FURTHER QUANTITATIVE AND QUALITATIVE INFORMATION WAS COMPILED CONFIRMING COMMUNITY NEED, PROVIDER SHORTAGES, AND OTHER CHALLENGES. WITH THIS INFORMATION, HOSPITAL ADMINISTRATORS IN PARTNERSHIP WITH LOCAL MENTAL HEALTH AND SUBSTANCE USE PROVIDERS DEVELOPED THE FAMILY BEHAVIORAL HEALTH INTEGRATED CARE INITIATIVE. THE FAMILY BEHAVIORAL HEALTH INTEGRATED CARE INITIATIVETHIS INITIATIVE IS A CO-LOCATED BEHAVIORAL HEALTH MODEL THAT EMBEDS LICENSED CLINICAL SOCIAL WORKERS IN PRIMARY CARE AND SPECIALTY CARE SETTINGS WHO WORK WITH THE PRACTICES PRIMARY CARE PROVIDERS, AS AN ADVANCED PRACTICE NURSE PRACTITIONER WITH MENTAL HEALTH TRAINING, AND A PSYCHIATRIST TO INTEGRATE BEHAVIORAL HEALTH SCREENING, ASSESSMENT, AND TREATMENT SERVICES INTO THE PRACTICES' OPERATIONS. THIS TEAM HAS ALSO WORKED WITH OTHER COMMUNITY-BASED ORGANIZATIONS TO ADDRESS BARRIERS TO ACCESS AND EXPAND THE AVAILABILITY OF BEHAVIORAL HEALTH SERVICES.BID-PLYMOUTH CURRENTLY HAS THREE SOCIAL WORKERS AND ONE NURSE PRACTITIONER, ALL OF WHOM WORK UNDER A PSYCHIATRIST. BID-PLYMOUTH CONTINUED THIS WORK IN FY 2018 AND EMBEDDED BEHAVIORAL HEALTH CLINICIANS IN A GROWING NUMBER OF PRIMARY CARE AND SPECIALTY CARE PRACTICES. IN RESPONSE TO THE OPIOID CRISIS, BID-PLYMOUTH HAS ADDED SUBSTANCE ABUSE CLINICIANS AND A FULL-TIME NURSE PRACTITIONER TO ITS OVERALL INITIATIVE AND COLLABORATED WITH GOSNOLD FOR RECOVERY SPECIALISTS TO PROVIDE INTEGRATED SERVICES IN THE EMERGENCY DEPARTMENT. THESE CLINICIANS COLLABORATE WITH COMMUNITY TREATMENT PROVIDERS TO ADDRESS THE HIGH NUMBER OF SUBSTANCE ABUSE RELATED CASES AND PROVIDE THE RIGHT LEVEL OF CARE IN THE EMERGENCY SETTING. WITH BEHAVIORAL HEALTH SERVICES AVAILABLE IN THE EMERGENCY DEPARTMENT, PATIENTS MAY BEGIN TREATMENT IN THIS SETTING, RATHER THAN DELAYING TREATMENT UNTIL PSYCHIATRIC BEDS ARE AVAILABLE. THIS IMMEDIATE CARE OFTEN DECREASES THE LEVEL OF INTERVENTION REQUIRED. WITH THE HOSPITAL'S FULLY INTEGRATED SYSTEM, PATIENTS CAN ADDRESS MEDICAL AND BEHAVIORAL HEALTH NEEDS IN ONE LOCATION. MEDICAL STAFF IN PRIMARY CARE, SPECIALTY CARE, AND EMERGENCY DEPARTMENT SETTINGS HAVE ON-SITE ACCESS TO BEHAVIORAL HEALTH SUPPORT SO THAT THEY CAN PROVIDE COMPREHENSIVE HEALTHCARE IN A CONVENIENT, EFFICIENT AND COST-EFFECTIVE MANNER. IN ADDITION, THE HOSPITALS BEHAVIORAL HEALTH CLINICIANS COLLABORATE WITH LOCAL HIGH SCHOOLS, LAW ENFORCEMENT, AND OTHER COMMUNITY-BASED ORGANIZATIONS TO COORDINATE CARE AND ENSURE THAT THE COMMUNITY IS ABLE TO ACCESS THE NEEDED BREADTH OF EDUCATIONAL, OUTREACH, AND TREATMENT SERVICES TO ADDRESS THE EVER-INCREASING SUBSTANCE USE ISSUE IN BID-PLYMOUTH'S CBSA.PREVENTURE ADDICTION PREVENTION PROGRAMIN AN EFFORT TO ADDRESS THE ADDICTION CRISIS, BID-PLYMOUTH PARTNERED WITH PLYMOUTH MIDDLE SCHOOLS TO FUND THE PREVENTURE PROGRAM. PREVENTURE IS A RESEARCH-BASED ADDICTION PREVENTION PROGRAM TARGETING PERSONALITY TRAITS THAT CORRELATE WITH INCREASED RISK OF DEVELOPING SUBSTANCE USE ISSUES. BRIEF COPING SKILL INTERVENTIONS THAT TARGET PERSONALITY RISK FACTORS HAVE BEEN TESTED IN RANDOMIZED CONTROLLED TRIALS AND HAVE DEMONSTRATED BENEFITS THAT LAST UP TO THREE YEARS. STUDENTS THAT SCREENED FOR HIGH-RISK PERSONALITY PROFILES WERE IDENTIFIED TO PARTICIPATE IN TWO 90-MINUTE GROUP WORKSHOPS. WORKSHOPS FOCUSED ON DEVELOPING SPECIALIZED COPING SKILLS RELEVANT TO: SENSATION SEEKING; IMPULSIVITY; ANXIETY SENSITIVITY; NEGATIVE THINKING. THE INTERVENTION INCLUDED PSYCHO-EDUCATIONAL APPROACHES, MOTIVATIONAL INTERVIEWING, AND COGNITIVE BEHAVIORAL COMPONENTS. STUDENTS LEARN HOW THEIR PERSONALITY STYLE LEADS TO CERTAIN EMOTIONAL AND BEHAVIORAL REACTIONS. STUDENTS RECEIVED MANUALS THAT ILLUSTRATE SCENARIOS DESIGNED BY SIMILAR TEENS TO PROMOTE RELEVANCE. THE PROGRAM HAS PROVEN BOTH FEASIBLE AND EFFECTIVE WHEN DELIVERED BY TRAINED SCHOOL STAFF. PLYMOUTH COUNTY OUTREACH (PCO)PCO IS A COUNTY-WIDE INITIATIVE REACHING 27 COMMUNITIES. PCO IS A COLLABORATION OF PUBLIC SAFETY AGENCIES, HEALTHCARE PROVIDERS, AND TREATMENT ORGANIZATIONS TO PROVIDE COMMUNITY FOLLOW UP AFTER AN OPIOID OVERDOSE. PROVIDERS CREATED THIS PROGRAM TO RESPOND TO THE EVER-GROWING NUMBER OF OPIATE OVERDOSES BY CONDUCTING FOLLOW-UP VISITS WITHIN 12-24 HOURS AFTER AN OVERDOSE WITH AN OUTREACH TEAM (A PLAIN CLOTHED POLICE OFFICER AND A BEHAVIORAL HEALTH PROFESSIONAL) TO DISCUSS TREATMENT OPTIONS WITH THE INDIVIDUAL AND HELP THEM GET INTO TREATMENT AS SOON AS POSSIBLE. NOTE: THIS PROGRAM IS NOT LIMITED TO THOSE ADDICTED TO OPIATES, BUT RATHER EVERYONE IMPACTED BY ADDICTION. BID-PLYMOUTH'S DIRECTOR OF SOCIAL WORK PROVIDES TRIAGE FOR THIS PROGRAM, ROUTING THE APPROPRIATE CARE RESPONDER TO EACH CALL. PCO HOLDS DROP-IN CENTERS TWICE A MONTH FOR ANYONE NEEDING HELP AND/OR INFORMATION ABOUT DRUG AND ALCOHOL ADDICTION. REPRESENTATIVES FROM LOCAL TREATMENT CENTERS AS WELL AS COUNSELORS, INCLUDING BID-PLYMOUTH'S DIRECTOR OF SOCIAL WORK, ARE ON SITE AT THE DROP-IN CENTERS.HOSPITAL PRIORITY- BEHAVIORAL HEALTHSTATEWIDE PRIORITY- MENTAL HEALTH- SUBSTANCE USEPROGRAM TYPE- DIRECT SERVICETARGET POPULATIONREGIONS SERVED: PLYMOUTH, BARNSTABLETOWNS SERVED: PLYMOUTH, KINGSTON, CARVER, PEMBROKE, DUXBURY, MARSHFIELD, HALIFAX, HANSON, SANDWICH, WAREHAM, BOURNETARGET POPULATIONS: MEDICALLY UNDERSERVED, VICTIMS OF DOMESTIC VIOLENCE, UNINSURED, ELDERLY, THE POOR, PEOPLE OF COLOR, LGBT, PEOPLE WITH SUBSTANCE ABUSE ISSUES, PEOPLE WHO NEED BEHAVIORAL HEALTH SERVICESHEALTH INDICATOR: PROVIDER SHORTAGES, SCREENING RATES, REFERRAL RATES, DISEASE PREVALENCE, LEVEL OF SERVICE INTEGRATIONSEX: ALL AGE GROUP: ALLETHNIC GROUP: ALL LANGUAGE: ENGLISHGOAL 1: PROVIDE ACCESS AND TREATMENT OF DEPRESSION IN OUTPATIENT PCP AND SPECIALTY PRACTICES.GOAL STATUS: THROUGH A PATIENT HEALTH QUESTIONNAIRE (PHQ-9) THE SCORES DECREASED BY 42% FROM INTAKE TO DISCHARGEGOAL 2: CONTINUE TO PROVIDE FOLLOW UP THROUGH PLYMOUTH COUNTY OUTREACH INITIATIVE TO INDIVIDUALS WHO EXPERIENCED AN OVERDOSE AND ENCOURAGE THEM TO GET HELP.GOAL STATUS: PCO EXPANDED COUNTY-WIDE TO 27 TOWNS AND CITIES. FIVE HOSPITALS IN THE AREA JOINED THE INITIATIVE. OUT OF THE 736 ATTEMPTED FOLLOW-UP VISITS, 14% (105) ENDED WITH THE INDIVIDUAL ACCEPTING TREATMENT FROM THE OUTREACH TEAM. ANOTHER 16% (115) DECLINED TREATMENT OPTIONS, 8% (59) WERE ALREADY SEEKING TREATMENT, 8% (61) OUTCOMES WERE RECORDED AS "OTHER", 47% (342) OF THE VISITS DID NOT RESULT IN CONTACT WITH ANYONE, AND 7% (54) OF THE RECORDS DID NOT PROVIDE AN OUTCOME.
EMERGENCY MEDICAL SERVICES (EMS) MEDICAL CONTROL AND DEFIBRILLATION PROGRAM DESCRIPTIONSINCE 2003, BID-PLYMOUTH HAS SUPPORTED POLICE DEPARTMENTS AND OTHER LOCAL TOWN OFFICES THROUGHOUT BID-PLYMOUTH'S SERVICE AREA WITH MEDICAL DIRECTION/EDUCATION FOR THEIR SEMI-AUTOMATIC OR AUTOMATIC EXTERNALS DEFIBRILLATORS (AEDS). THE AEDS ARE PURCHASED AND MAINTAINED BY THE TOWNS THEMSELVES. A TOWN-LEVEL MEDICAL DIRECTOR WHO IS DESIGNATED BY BID-PLYMOUTH OVERSEES OPERATION OF THE AEDS. THESE MEDICAL DIRECTORS OVERSEE TOWN-LEVEL ACTIVITIES RELATED TO THE AEDS AND ENSURE THE CLINICAL COMPETENCY OF THE PERSONNEL EMPLOYED BY THE TOWN WHO USE THE AEDS. THE EDUCATION ACTIVITIES INCLUDE TRAINING AND AUTHORIZATION TO USE THE DEVICE, REMEDIAL EDUCATION TO THOSE EMS PERSONNEL FOUND TO BE DEFICIENT IN CLINICAL PRACTICE, AND NOTIFICATION TO DEPARTMENT WITHIN 48 HOURS OF ANY INSTANCE IN WHICH AUTHORIZATION IS SUSPENDED, REVOKED OR RESTRICTED IN ANY MANNER.THE HOSPITAL ALSO REVIEWS AND REPORTS ON THE AEDS AS WELL AS THE USE OF EPINEPHRINE AUTO-INJECTORS AND USE OF THE INTRANASAL NALOXONE FOR QUALITY ASSURANCE AND CONTINUOUS IMPROVEMENT PURPOSES. THE HOSPITAL ALSO APPROVES TRAINING PROGRAMS FOR THE USE OF EPINEPHRINE AUTO-INJECTORS AND INTRANASAL NALOXONE, MAINTAINS A SYSTEM-WIDE DATABASE OF CARDIAC ARREST TRIP RECORDS FILED BY FIRST RESPONDERS, AND SUBMITS SUMMARY REPORTS TO MASSACHUSETTS DPH UPON REQUEST.THIS INITIATIVE ALSO PROVIDES A BROAD ARRAY OF OTHER SERVICES AND SUPPORTS TO ENHANCE THE CAPACITY AND PERFORMANCE OF THE REGIONS EMERGENCY MEDICAL SERVICE (EMS) PROVIDERS.- FIRST, A FOLLOW-UP PROGRAM HAS BEEN DEVELOPED THAT PROVIDES EMS STAFF WITH ALMOST REAL TIME FEEDBACK FROM THE HOSPITAL REGARDING THEIR PATIENT'S DIAGNOSIS, CLINICAL COURSE, AND OUTCOME FOLLOWING ADMISSION. THESE CASES ARE ALSO REVIEWED IN A PEER REVIEW FORMAT EACH MONTH.- SECOND, THE HOSPITAL IN PARTNERSHIP WITH EMS PROVIDERS HAVE INSTITUTED A TRAINING REQUEST PROGRAM THAT ALLOWS EMS PROVIDERS TO REQUEST CONTINUING EDUCATION TRAINING WITH SPECIALTY SERVICES FROM THE HOSPITAL (E.G., ANESTHESIA, PEDIATRICS, OB, NEURO AND CARDIOLOGY).- THIRD, BID-PLYMOUTH PROVIDES REAL TIME FOLLOW UP ON ST-ELEVATION MYOCARDIAL INFARCTION (STEMI) CASES AND ALL CARDIAC RELATED CASES THAT ORIGINATE IN THE PRE-HOSPITAL SETTING.- FOURTH, THE HOSPITAL HAS DEVELOPED A PROGRAM WHEREBY THE HOSPITAL WILL HOST PARAMEDIC STUDENTS IN THE EMERGENCY DEPARTMENT FOR THEIR CLINICAL ROTATIONS.- FIFTH, THE HOSPITAL HOSTS EDUCATIONAL OPPORTUNITIES WITH OUTSIDE AGENCIES (E.G., BOSTON MEDFLIGHT) TO EXPLORE CRITICAL CARE TRANSPORT AND PRE-HOSPITAL PATIENT CARE.IN FY 2018, THE PROGRAM SERVED EMS PROVIDERS THROUGHOUT THE REGION AND THE FOLLOWING TOWN OFFICES: CARVER POLICE, CARVER FIRE, CARVER SCHOOL SYSTEM, HALIFAX POLICE, KINGSTON POLICE, MARSHFIELD FIRE, PLYMPTON POLICE, PLYMPTON PUBLIC SCHOOLS, PLYMOUTH FIRE, PLYMOUTH PUBLIC SCHOOLS, TOWN OF PEMBROKE, TOWN OF PLYMOUTH - ADMINISTRATION OFFICES, TOWN OF PLYMOUTH - HARBORMASTER, & RISING TIDE CHARTER SCHOOL.HOSPITAL PRIORITY- PHYSICAL DISEASE MANAGEMENT AND PREVENTION- HEALTH RISK FACTORS- BEHAVIORAL HEALTHSTATEWIDE PRIORITY- CHRONIC DISEASE- SUBSTANCE USEPROGRAM TYPE- COMMUNITY EDUCATIONTARGET POPULATIONREGIONS SERVED: PLYMOUTH, BARNSTABLETOWNS SERVED: CARVER, DUXBURY, HALIFAX, KINGSTON, LAKEVILLE, MARSHFIELD, MIDDLEBORO, PLYMOUTH, PEMBROKE, PLYMPTON, SANDWICHTARGET POPULATIONS: MEDICALLY UNDERSERVED, VICTIMS OF DOMESTIC VIOLENCE, UNINSURED, ELDERLY, VICTIMS TO PRE-HOSPITAL ENVIRONMENTAL TRAUMA, INDUSTRIAL AND ACCIDENTAL. PATIENTS WITH SUBSTANCE ABUSE, OBSTETRIC, RESPIRATORY, CARDIOVASCULAR, GASTROINTESTINAL, AND PSYCHIATRIC CONDITIONS/DISEASES. ACUTELY ILL CEREBRAL VASCULAR ACCIDENT AND CORONARY ARTERY DISEASE, (STEMI) PATIENTS.HEALTH INDICATOR: LEVEL OF KNOWLEDGE AND AWARENESSSEX: ALL AGE GROUP: ALLETHNIC GROUP: ALL LANGUAGE: ENGLISHPARTNERS- BID-PLYMOUTH EMERGENCY DEPARTMENT- ALL AFFILIATED PUBLIC SAFETY AGENCIES- PLYMOUTH OPERATING ROOM/ANESTHESIA- BOSTON MEDFLIGHT, BIDMC EMERGENCY DEPARTMENT- BID-PLYMOUTH MARKETING/SENIOR LEADERSHIP, LABOR AND DELIVERY/THE BIRTHPLACEGOAL 1: CONTINUE TO PROVIDE MEDICAL CONTROL AND OVERSIGHT TO AFFILIATED EMS AGENCIESGOAL STATUS: CONTINUED THE ONGOING QUALITY ASSURANCE AND QUALITY INITIATIVE PROGRAM AND CONTINUING EDUCATION WITH NINE TOWNS. COMMUNITY PARTNERSBID-PLYMOUTH COLLABORATES WITH A WIDE RANGE OF COMMUNITY LEADERS AND LOCAL GROUPS TO IMPROVE THE HEALTH STATUS OF THE PEOPLE LIVING IN ITS SERVICE AREA AND TO PROVIDE THE CARE THEY NEED AT THE RIGHT PLACE AND RIGHT TIME. BID-PLYMOUTH'S LEADERS, CLINICAL AND ADMINISTRATIVE STAFF, AND VOLUNTEERS MEET REGULARLY WITH LEADERS FROM THE COMMUNITY INCLUDING ELECTED OFFICIALS, BUSINESS OWNERS, COMMUNITY SERVICE PROVIDERS, EMERGENCY PERSONNEL, SCHOOL ADMINISTRATORS, MEDIA REPRESENTATIVES AND OTHERS WITH INSIGHT INTO THE COMMUNITY'S HEALTH NEEDS. BEYOND ITS WALLS, BID-PLYMOUTH PLAYS AN ACTIVE ROLE IN COALITION BUILDING, WORKING TO EMPOWER A RANGE OF COMMUNITY LEADERS TO FOSTER SUSTAINABLE, HEALTHY LIFESTYLES THAT LEAD TO BETTER HEALTH FOR ALL MEMBERS OF THE COMMUNITY.BID-PLYMOUTH'S COMMUNITY BENEFITS STAFF REGULARLY ENGAGES ITS COMMUNITY PARTNERS IN THE DEVELOPMENT, IMPLEMENTATION, AND EVALUATION OF THE HOSPITAL'S CHIP/IMPLEMENTATION STRATEGY. THESE ENGAGEMENT EFFORTS ARE CONDUCTED BY SOLICITING FEEDBACK AT COMMUNITY EVENTS, WORKSHOPS, AND COMMUNITY COALITION MEETINGS. IN ADDITION, COMMUNITY BENEFITS STAFF AND OTHER HOSPITAL STAFF MEMBERS MEET WITH KEY PARTNERS ON A ONE-ON-ONE BASIS TO DISCUSS NEEDS AND POTENTIAL PARTNERSHIPS, SUCH AS WITH THE PLYMOUTH PUBLIC HEALTH DEPARTMENT, THE HEALTHY PLYMOUTH COLLABORATIVE, SUPERINTENDENT OF PLYMOUTH SCHOOLS, PLYMOUTH YOUTH DEVELOPMENT COUNCIL AND THE TRANSPORTATION PILOT PROGRAM STAFF. HOSPITAL STAFF SERVE ON NUMEROUS HEALTH-RELATED COMMITTEES, COALITIONS, AND BOARDS. IN ADDITION, REPRESENTATIVES FROM BID-PLYMOUTH'S PARTNER ORGANIZATIONS AND COMMUNITY RESIDENTS SERVE ON HOSPITAL COMMITTEES (E.G., BOARD OF DIRECTORS, PATIENT FAMILY ADVISORY COUNCIL, AND THE PATIENT CARE ASSESSMENT COMMITTEE), PROVIDING IMPORTANT FEEDBACK AND WORKING WITH STAFF TO IMPROVE SERVICE OPERATIONS AND COMMUNITY HEALTH CARE INITIATIVES. OUTSIDE OF BID-PLYMOUTH'S CHIP, HOSPITAL CLINICIANS AND STAFF REGULARLY COLLABORATE WITH DOZENS AND DOZENS OF COMMUNITY PARTNERS THROUGHOUT THE REGION AS PART OF EFFORTS TO PERFECT REGULAR HOSPITAL OPERATIONS AND OTHER COMMUNITY-FOCUSED ACTIVITIES. THESE ACTIVITIES ARE INSTRUMENTAL AND HELP TO INFORM THE DEVELOPMENT AND EXECUTION OF THE HOSPITAL'S CHIP.IN SUPPORT OF THE IDENTIFIED HEALTH PRIORITIES AND THE INITIATIVES THAT ARE PART OF THE IMPLEMENTATION STRATEGY, BID-PLYMOUTH COLLABORATES WITH NEARLY 50 COMMUNITY ORGANIZATIONS. BID-PLYMOUTH'S COMMUNITY PARTNERS (SEE LIST BELOW) WORK SIDE-BY-SIDE WITH THE HOSPITAL AND ARE ACTIVELY ENGAGED IN HEALTH INITIATIVES THROUGHOUT THE YEAR THAT FOSTER COMMUNITY HEALTH AND WELLNESS. THE HOSPITAL HAS COLLABORATED WITH THE COMMUNITY BUSINESS PARTNERS TO BRING ISSUES OF HEALTH AND WELLNESS TO THE FOREFRONT OF THIS GROUP. FINALLY, BID-PLYMOUTH WORKS WITH ITS EDUCATIONAL PARTNERS, WHICH ENHANCE ITS WORKFORCE, PROVIDE OPPORTUNITIES FOR LEARNING, AND BROADEN THE HOSPITAL'S PREVENTIVE REACH THROUGHOUT THE COMMUNITY BENEFITS SERVICE AREA AND BEYOND.
COMMUNITY PARTNERS: - AD MAKEPEACE - AMERICAN HEART ASSOCIATION- ANCHOR HOUSE, INC.- BAYSIDE RUNNERS- BAY STATE COMMUNITY SERVICES, INC. - BETH ISRAEL DEACONESS MEDICAL CENTER- BID-PLYMOUTH COMMUNITY BUSINESS PARTNERS (APPROXIMATELY 69 BUSINESSES)- BOSTON PUBLIC HEALTH COMMISSION-RYAN WHITE PART A- CAPE COD CANAL REGION CHAMBER OF COMMERCE - CLEANSLATE CENTERS - COMMUNITY HEALTH EDUCATION NETWORK AREA 23 (CHNA 23) - DUXBURY COUNCIL ON AGING - FATHER BILL'S AND MAINSPRING- GOSNOLD- GREATER ATTLEBORO-TAUNTON REGIONAL TRANSIT AUTHORITY (GATRA)- GREATER PLYMOUTH AIDS CONSORTIUM - GREATER PLYMOUTH FOOD WAREHOUSE - HABILITATION ASSISTANCE- HARBOR COMMUNITY HEALTH CENTER- HEALTH IMPERATIVES, INC.- HEALTH RESOURCE & SERVICE ADMINISTRATION (HRSA)-RYAN WHITE PART C - HEALTHY PLYMOUTH - HIGH POINT TREATMENT CENTER- LORING LIBRARY- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH - MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH PEDIATRIC PALLIATIVE CARE NETWORK - MCLEAN HOSPITAL- NATIONAL ALLIANCE ON MENTAL ILLNESS OF MASSACHUSETTS (NAMI MASS)- OLD COLONY ELDER SERVICES- OLD COLONY PLANNING COUNCIL - OLD COLONY YMCA - PINEHILLS LLC - PLIMOTH PLANTATION - PLYMOUTH AREA CHAMBER OF COMMERCE- PLYMOUTH AREA COMMUNITY TELEVISION (PACTV)- PLYMOUTH BOARD OF SELECTMEN- PLYMOUTH CONSERVATION COMMISSION - PLYMOUTH COUNCIL ON AGING - PLYMOUTH COUNTY DISTRICT ATTORNEY'S OFFICE- PLYMOUTH COUNTY OUTREACH- PLYMOUTH COUNTY OUTREACH HOPE- PLYMOUTH DEPARTMENT OF PUBLIC WORKS (DPW) - PLYMOUTH FAMILY NETWORK - PLYMOUTH LIONS CLUB- PLYMOUTH PUBLIC LIBRARY - PLYMOUTH PUBLIC SCHOOLS - PLYMOUTH RESOURCE CENTER- PLYMOUTH YOUTH DEVELOPMENT COLLABORATIVE (PYDC) - RED CROSS BLOOD DRIVE- REGION V MASSACHUSETTS DPH BIO-TERRORISM COMMITTEE - ROTARY CLUB OF PLYMOUTH - SCHWARTZ CENTER ROUNDS - SODEXO- SOUTH SHORE COMMUNITY ACTION COUNCIL- TERRA CURA, INC.- THE BRIDGE- THE HERREN PROJECT - THE PARENT CONNECTION OF DUXBURY - THORBAHN - TOWN OF PLYMOUTH - TOWN OF PLYMOUTH OPEN SPACE COMM. - UNITED WAY OF GREATER PLYMOUTH COUNTY- VILLAGE AT DUXBURY - WILDLANDS TRUST - ZION LUTHERAN CHURCH ASSOCIATES- BOYS & GIRLS CLUB OF PLYMOUTH- BOYS & GIRLS CLUB OF BROCKTON- COLCHESTER NEIGHBORHOOD FARMS- KIWANIS CLUB OF PLYMOUTH- LEAGUE OF WOMEN VOTERS- OFFICE OF ADOLESCENT HEALTH AND YOUTH DEVELOPMENT - SIGNATURE HEALTHCARE / BROCKTON HOSPITAL - SOUTH SHORE CHAMBER OF COMMERCE- SOULE HOMESTEAD EDUCATION CENTER- SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP, INC. (SEMAP)- SOUTHEASTERN REGIONAL OFFICE OF DEVELOPMENTAL DISABILITIESEDUCATIONAL PARTNERS- BAY STATE COLLEGE- BETHEL UNIVERSITY- BOSTON COLLEGE- BOSTON UNIVERSITY SCHOOL OF MEDICINE- BRIDGEWATER STATE UNIVERSITY - BRISTOL COMMUNITY COLLEGE- BUNKER HILL COMMUNITY COLLEGE- CAPE COD COMMUNITY COLLEGE- CHAMBERLAIN COLLEGE OF NURSING - COASTAL CAROLINA UNIVERSITY- CURRY COLLEGE- DREXEL UNIVERSITY- EASTERN NAZARENE COLLEGE- EDWARD VIA COLLEGE OF OSTEOPATHIC MEDICINE- EMS ACADEMY- FIRST RESPONSE EMERGENCY MEDICAL EDUCATION PROGRAM- FISHER COLLEGE- FRAMINGHAM STATE UNIVERSITY- FRONTIER NURSING UNIVERSITY- GEORGE WASHINGTON UNIVERSITY- GEORGETOWN UNIVERSITY- HARVARD MEDICAL SCHOOL- JOHNSON AND WALES UNIVERSITY- LABOURE COLLEGE- LESLEY UNIVERSITY- MASSACHUSETTS BAY COMMUNITY COLLEGE- MASSACHUSETTS COLLEGE OF PHARMACY & ALLIED HEALTH SCIENCES- MASSASOIT COMMUNITY COLLEGE- MEDICAL PROFESSIONAL INSTITUTE- MEDICAL UNIVERSITY OF SOUTH CAROLINA- MGH INSTITUTE OF HEALTH PROFESSIONS, INC.- NEW ENGLAND INSTITUTE OF TECHNOLOGY- NORTHERN ESSEX COMMUNITY COLLEGE- NORTHEASTERN UNIVERSITY- NOVA SOUTHEASTERN UNIVERSITY- OREGON HEALTH & SCIENCE UNIVERSITY- PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE- PHILADELPHIA UNIVERSITY- PRIORITY NUTRITION CARE, LLC- PROVIDENCE COLLEGE- QUINCY COLLEGE- REGIS COLLEGE- SALEM STATE UNIVERSITY- SIGNATURE HEALTHCARE- SIMMONS COLLEGE- SPRINGFIELD COLLEGE- ST. ANSELM COLLEGE- STONEHILL COLLEGE- TUFTS UNIVERSITY SCHOOL OF MEDICINE- UNIVERSITY OF BUFFALO- UNIVERSITY OF CONNECTICUT SCHOOL OF PHARMACY- UNIVERSITY OF MASSACHUSETTS- UNIVERSITY OF MASSACHUSETTS DARTMOUTH- UNIVERSITY OF NEW ENGLAND- UNIVERSITY OF NEW HAMPSHIRE- UNIVERSITY OF NORTH ALABAMA- UNIVERSITY OF RHODE ISLAND- UNIVERSITY OF SOUTH ALABAMA- UNIVERSITY OF ST. JOSEPH- UPPER CAPE COD REGIONAL TECHNICAL SCHOOL- UTAH STATE UNIVERSITY- WESTFIELD STATE UNIVERSITY- WINGATE UNIVERSITY- YALE SCHOOL OF NURSINGAS DESCRIBED IN DETAIL IN THIS SUPPORTING NARRATIVE TO THE FORM 990 SCHEDULE H, BID-PLYMOUTH IS DEEPLY DEDICATED TO ITS COMMUNITY BENEFITS OPERATIONS AND TO IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES. HOWEVER, AS NOTED IN SCHEDULE H, PART V, SECTION B, QUESTION 11, THERE WERE SOME NEEDS IDENTIFIED IN THE 2016 CHNA THAT ARE NOT INCLUDED IN THE 2016 CHIP. EFFORTS TO IMPROVE TRANSPORTATION SYSTEMS ARE NOT PART OF THE HOSPITAL'S MISSION AND UNLIKE THE MANY PROGRAMS DESCRIBED HEREIN WHERE BID-PLYMOUTH IS UNIQUELY SITUATED TO IMPLEMENT SUCH PROGRAMS, IMPROVING TRANSPORTATION SYSTEMS IS OUTSIDE THE SCOPE OF THE HOSPITAL'S EXPERTISE, AND AS SUCH THESE NEEDS ARE NOT PART OF THE HOSPITAL'S 2016 CHIP. HOWEVER, AS NOTED WITHIN THIS NARRATIVE, THE HOSPITAL CAN AND DOES PROACTIVELY SUPPORT THE EVALUATION OF CURRENT TRANSPORTATION OPTIONS AND ADVOCATE FOR REVISIONS THAT WILL HELP AREA RESIDENTS EASILY ACCESS HEALTHY FOOD, EXERCISE AREAS, HEALTHCARE SERVICES, ETC. IN ADDITION, WHERE THE HOSPITAL IS UNABLE TO ADDRESS NEEDS BECAUSE OF LIMITED FINANCIAL RESOURCES, THE HOSPITAL EXPLORES PUBLIC FINANCING OPTIONS, PRIVATE FOUNDATION AND DONOR SUPPORT AND A RANGE OF OTHER FUNDING OPPORTUNITIES TO HELP MEET COMMUNITY NEEDS. AS RESOURCES ARE IDENTIFIED AND BUSINESS PLANS ARE JUSTIFIED, THE HOSPITAL IMPLEMENTS THOSE HIGH PRIORITY PROJECTS WITH THE HIGHEST POTENTIAL IMPACT FOR A HEALTHIER COMMUNITY. AS NOTED IN DETAIL ABOVE, THE BID-PLYMOUTH'S PRIMARY TOOL FOR ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITIES SERVED IS THROUGH THE CHNA AND CHIP/IMPLEMENTATION STRATEGY (SCHEDULE H PART VI QUESTION 2).
FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION THE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH OR HOSPITAL) CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS REPORTED IN THIS SCHEDULE H, 12.38% OF BID-PLYMOUTH'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. IN ADDITION, IT IS IMPORTANT TO NOTE IN THIS CONTEXT THAT BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER, ENTITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND FOR THE PERIOD COVERED BY THIS FILING SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH. THE FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS PROVIDED BY BIDMC ARE PROVIDED BY THE SAME HEALTH CARE SYSTEM, AND ALTHOUGH THOSE ACTIVITIES ARE NOT QUANTIFIED ON THE BID-PLYMOUTH SCHEDULE H PER THE INSTRUCTIONS TO THE FORM 990, THOSE ACTIVITIES ARE RELEVANT IN EVALUATING THE TOTAL COMMUNITY BENEFIT PROVIDED. BIDMC REPORTED OVER $253,000,000 IN NET EXPENDITURES AT COST WHICH REPRESENTED APPROXIMATELY 15% OF TOTAL EXPENSES INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST FOR THE FISCAL PERIOD COVERED BY THIS FILING. COMMUNITY BENEFITS - ANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) WERE APPROVED BY THE COMMUNITY BENEFITS COMMITTEE AND BOARD OF DIRECTORS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 AND RELATE TO THE COMMUNITY BENEFIT ACTIVITIES REPORTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H. IN ADDITION, AS NOTED IN THIS FORM 990 SCHEDULE H, PART I, LINES 6A AND 6B, THE HOSPITAL PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE, ON THE HOSPITAL'S WEBSITE AND UPON REQUEST AT THE HOSPITAL. THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT THE MEDICAL CENTER FILED WITH THE ATTORNEY GENERAL'S OFFICE. COMMUNITY BENEFITS - EMERGENCY ROOM OPERATIONIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, BID-NEEDHAM IS A GENERAL MEDICAL AND SURGICAL HOSPITAL, PROVIDING 24 HOUR EMERGENCY MEDICAL CARE TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - CHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCEBID-PLYMOUTH'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $2,081,612 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A. THE MEDICAL CENTER, WHICH AS PREVIOUSLY NOTED IS THE SOLE MEMBER OF BID-PLYMOUTH, PROVIDED AN ADDITIONAL $17,420,672 OF FINANCIAL ASSISTANCE AND CHARITY CARE AT COST WHICH IS REPORTED ON THE MEDICAL CENTER FORM 990, SCHEDULE H, PART I, LINE 7A FOR THE SAME FISCAL PERIOD. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER. THE OPERATIONS OF HMFP AND THE ENTITIES FOR WHICH HMFP SERVES AS MEMBER ARE INTEGRALLY RELATED TO THE MEDICAL CENTER'S ACCOMPLISHMENTS OF ITS PURPOSES. HMFP AND ITS AFFILIATES ARE INTEGRALLY RELATED TO BID-PLYMOUTH AND TO SERVING THE COMMUNITIES SERVED BY BID-PLYMOUTH. AS PART OF THIS RELATIONSHIP, HMFP PATIENTS WHO MEET THE FREE CARE CRITERIA OF THE MEDICAL CENTER ARE PROVIDED FREE CARE AT HMFP AND ITS AFFILIATED ENTITIES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, HMFP AND ITS AFFILIATED ENTITIES PROVIDED ADDITIONAL NET FREE CARE TO PATIENTS IN THE AMOUNT OF $1,566,619. SEE ADDITIONAL INFORMATION BELOW IN THIS SCHEDULE H NARRATIVE. SEE ADDITIONAL INFORMATION BELOW IN THIS SCHEDULE H NARRATIVE.OTHER UNCOMPENSATED CHARITY CARE - MEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, BID-PLYMOUTH ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS WHICH INSURE LOW INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 15.3% OR 40,549 OF BID-PLYMOUTH'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. THIS TRANSLATED TO $29,876,948 IN MEDICAID REVENUE WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY BID-PLYMOUTH FOR SUCH SERVICES BY $5,900,714 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. IN ADDITION 21.4% OR 254,330 OF THE MEDICAL CENTER'S PATIENT CASES WERE WITH MEDICAID PATIENTS. THIS TRANSLATED TO AN ADDITIONAL $35,778,658 IN UNCOVERED COST BORNE BY BIDMC IN PROVIDING CARE TO MEDICAID PATIENTS. AS PREVIOUSLY NOTED, THIS ADDITIONAL BIDMC COST IS NOT QUANTIFIED IN THE BID- PLYMOUTH SCHEDULE H. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND THE BID-PLYMOUTH PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 45.4% OR 120,625 OF BID-PLYMOUTH'S PATIENT ENCOUNTERS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO $ $123,416,851 IN REVENUE. HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $1,716,922. MANY OF THE SERVICES PROVIDED TO MEDICARE PATIENTS ARE RELATED TO THE PROVISION OF SUBSIDIZED HEALTH SERVICES AND MEDICARE LOSSES OF $6,318,224 RELATED TO THE PROVISION OF CARE FOR GERIATRIC PSYCHIATRIC PATIENTS, ONCOLOGY AND INFUSION PATIENTS, LAB AND CARDIAC CATH SERVICES ARE INCLUDED IN FORM 990 SCHEDULE H PART I, LINE 7G. REVENUES AND COSTS FOR OTHER MEDICARE SERVICES ARE REPORTED IN THIS FORM 990 SCHEDULE H PART III LINE 7 AS REQUIRED. BIDMC SIMILARLY PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 29.3% OR 348,544 OF THE MEDICAL CENTER'S PATIENT ENCOUNTERS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO MEDICARE REVENUE OF $401,739,417. HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $33,492,068. THIS ADDITIONAL BIDMC COST IS NOT QUANTIFIED IN THE BID-PLYMOUTH SCHEDULE H.
BAD DEBTS IN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, BID-PLYMOUTH ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. CHARGES FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $ $6,469,858 AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. BIDMC SIMILARLY INCURS BAD DEBT LOSSES AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE IN ITS FINANCIAL STATEMENTS. BIDMC CHARGES FOR THOSE SERVICES WERE $20,510,577 DURING THE FISCAL PERIOD COVERED BY THIS FILING AS REPORTED IN THE FINANCIAL STATEMENTS AND AS REPORTED ON THE BIDMC FORM 990, SCHEDULE H, PART III, LINE 2. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. AS REQUIRED BY THIS FORM 990, SCHEDULE H, PART III, LINE 4, BELOW ARE THE BAD DEBT AND ALLOWANCE FOR DOUBTFUL ACCOUNTS FOOTNOTES FROM THE BETH ISRAEL DEACONESS MEDICAL CENTER'S (BIDMC OR MEDICAL CENTER) AUDITED FINANCIAL STATEMENTS. AS PREVIOUSLY NOTED IN THIS FORM 990, THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE MEDICAL CENTER AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2018 INCLUDE THE ACCOUNTS OF THE MEDICAL CENTER AND ITS SUBSIDIARIES, (BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH), JORDAN HEALTH SYSTEMS, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG)), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON)) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER. THE BIDP FORM 990 IS PREPARED FOR BIDP ONLY AND AS SUCH, THE METRICS INCLUDED IN THESE FOOTNOTES WILL NOT TIE TO THE FACE OF THE BIDP FORM 990, SCHEDULE H.FINANCIAL STATEMENT FOOTNOTES:BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, THE MEDICAL CENTER ALSO INCURS LOSSES RELATED TO SELF PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBTS ARE INCLUDED AS A COMPONENT OF NET PATIENT SERVICE REVENUE IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND INCLUDE THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. THE ESTIMATED COST OF PROVIDING SUCH SERVICES WAS $20,111,000 AND $16,928,000 IN 2018 AND 2017, RESPECTIVELY. PATIENT ACCOUNTS RECEIVABLE AND RELATED ALLOWANCE FOR DOUBTFUL ACCOUNTSPATIENT ACCOUNTS RECEIVABLE ARE REFLECTED NET OF AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTIBILITY OF PATIENT ACCOUNTS RECEIVABLE, THE MEDICAL CENTER ANALYZES ITS PAST COLLECTION HISTORY, BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN GOVERNMENTAL AND EMPLOYEE HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS FOR EACH OF ITS MAJOR CATEGORIES OF REVENUE BY PAYOR TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR CATEGORIES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THROUGHOUT THE YEAR, THE MEDICAL CENTER, AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED, WILL WRITE OFF PATIENTS' UNMET OR UNCOLLECTED RESPONSIBILITY AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN ADDITION TO THE REVIEW OF THE CATEGORIES OF REVENUE, MANAGEMENT MONITORS THE WRITE OFFS AGAINST ESTABLISHED ALLOWANCES TO DETERMINE THE APPROPRIATENESS OF THE UNDERLYING ASSUMPTIONS USED IN ESTIMATING THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.THE MEDICAL CENTER'S METHODOLOGY FOR VALUING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE REMAINED SUBSTANTIALLY CONSISTENT IN 2017 AND 2016. THE MEDICAL CENTER'S ALLOWANCE FOR DOUBTFUL ACCOUNTS REPRESENTED APPROXIMATELY 8.8% AND 9.3% OF PATIENT ACCOUNTS RECEIVABLE, NET OF CONTRACTUAL ALLOWANCES IN 2018 AND 2017, RESPECTIVELY.EMERGENCY CARE ACCESSAS PREVIOUSLY NOTED IN THIS FILING, FOR THE PERIOD COVERED BY THIS FILING, BIDMC SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH. THE MEDICAL CENTER IS A NATIONALLY RECOGNIZED ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) IS AN INTEGRALLY RELATED PHYSICIAN PRACTICE OF BIDMC AND IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. APHMFP PHYSICIANS PROVIDE AROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE BID-PLYMOUTH EMERGENCY DEPARTMENT. THESE PHYSICIANS ARE ALL CERTIFIED OR BOARD-ELIGIBLE IN LEVEL 1 TRAUMA. THE BID-PLYMOUTH DEPARTMENT OF EMERGENCY MEDICINE, PROVIDES MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OFFERS THIS CARE FOR ALL PATIENTS THAT COME TO THIS FACILITY 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR.FINANCIAL ASSISTANCE POLICY - INTERNAL REVENUE CODE SECTION 501(R)(4)FINANCIAL ASSISTANCE POLICY PURPOSE BID-PLYMOUTH'S MISSION IS TO DISTINGUISH ITSELF FROM OTHER PROVIDERS THROUGH EXCELLENCE IN PATIENT CARE, EDUCATION, RESEARCH AND THROUGH IMPROVED HEALTH IN THE COMMUNITIES SERVED.BID-PLYMOUTH IS DEDICATED TO PROVIDING FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED INELIGIBLE FOR A GOVERNMENT PROGRAM, OR OTHERWISE UNABLE TO PAY FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THIS FINANCIAL ASSISTANCE POLICY IS INTENDED TO BE IN COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS FOR OUR SERVICE AREA. PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL RECEIVE DISCOUNTED CARE RECEIVED FROM QUALIFYING PROVIDERS.BID-PLYMOUTH DOES NOT DISCRIMINATE BASED ON THE PATIENT'S AGE, GENDER, RACE, CREED, RELIGION, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, NATIONAL ORIGIN OR IMMIGRATION STATUS WHEN DETERMINING ELIGIBILITY.
FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND EMERGENCY CARE POLICYAS REQUIRED BY IRC SECTION 501(R)(4) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL MAINTAINS A WRITTEN FINANCIAL ASSISTANCE POLICY (FAP) WHICH APPLIES TO ALL EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PROVIDED BY THE HOSPITAL FACILITY. (SCHEDULE H PART I QUESTIONS 1A AND 1B). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21). THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE HOSPITAL MAINTAINS A SEPARATE CREDIT AND COLLECTION POLICY AS PERMITTED UNDER THE TREASURY REGULATIONS AND THIS CREDIT AND COLLECTION POLICY IS REFERENCED WITHIN THE FAP AS REQUIRED, ALONG WITH INFORMATION ON HOW TO OBTAIN A FREE COPY OF THE CREDIT AND COLLECTION POLICY. (SCHEDULE H PART III SECTION C QUESTIONS 9A AND 9B AND PART V SECTION B QUESTION 17). THE HOSPITAL'S FAP AND CREDIT & COLLECTION POLICY WERE ADOPTED BY THE HOSPITAL'S BOARD PRIOR TO SEPTEMBER 30, 2017 AND THESE DOCUMENTS WERE ALL EFFECTIVE AS OF OCTOBER 1, 2017, THE FIRST DAY OF THE HOSPITAL'S FISCAL YEAR IN WHICH THE HOSPITAL WAS REQUIRED TO BE IN COMPLIANCE WITH THE REGULATIONS PROMULGATED BY THE TREASURY AND RELATED TO IRC SECTION 501(R). FINANCIAL ASSISTANCE POLICY - APPLYING FOR ASSISTANCE THE HOSPITAL'S FAP INCLUDES INFORMATION ON THE METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE UNDER THE FAP. IN ADDITION, THE HOSPITAL'S FINANCIAL ASSISTANCE APPLICATION INCLUDES A LIST OF INFORMATION/DOCUMENTATION REQUIRED AS PART OF A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. (SCHEDULE H PART V SECTION B QUESTION 15).FINANCIAL ASSISTANCE POLICY - ELIGIBILITY GUIDELINES THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE. (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE AND THIS INFORMATION WILL BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP. (SCHEDULE H PART I QUESTIONS 3C).FINANCIAL ASSISTANCE - PUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL PROVIDE ALL INDIVIDUALS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION.FINANCIAL ASSISTANCE POLICY - TRANSLATIONS THE HOSPITAL'S FAP, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY OF THE FAP (SEE DETAIL BELOW) HAVE ALL BEEN TRANSLATED INTO THE LANGUAGES SPOKEN BY THOSE IN THE HOSPITAL'S COMMUNITY WHO MAY COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH.THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE FOLLOWING LANGUAGES: SPANISH, PORTUGUESE AND VIETNAMESE. (SCHEDULE H PART V SECTION B QUESTION 16I)FINANCIAL ASSISTANCE POLICY - WIDELY PUBLICIZING AND AVAILABILITYCOPIES OF THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN BOTH ENGLISH AND ALL LEP LANGUAGES AT THE HOSPITAL OR BY MAIL FREE OF CHARGE AND ON THE HOSPITAL'S WEBSITE AT (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H):HTTP://WWW.BIDPLYMOUTH.ORG/BODY.CFM?ID=90IN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE. (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS BEFORE DISCHARGE AND CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDE CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED. ADDITIONALLY, A PLAIN LANGUAGE SUMMARY OF THE FAP IS PROVIDED TO PATIENTS AS PART OF THE INTAKE PROCESS. (SCHEDULE H PART V SECTION B QUESTION 16G). FINANCIAL ASSISTANCE POLICY - PLAIN LANGUAGE SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION, THE LOCATION (INCLUDING THE BUILDING AND ROOM NUMBER) AND PHONE NUMBER OF THE FINANCIAL COUNSELING OFFICE. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS APPROVAL UNDER THE FAP WILL APPLY.
LIMITATION ON CHARGES - INTERNAL REVENUE CODE SECTION 501(R)(5) LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLED - LOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. (SCHEDULE H PART V SECTION B QUESTION 22). PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLEDTHE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. WHERE A PATIENT SUBMITS A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE AND IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL REFUNDS ANY AMOUNTS PREVIOUSLY PAID FOR CARE THAN EXCEEDS THE AMOUNT THAT THE PATIENT IS PERSONALLY RESPONSIBLE FOR PAYING WHERE SUCH AMOUNTS ARE EQUAL TO OR EXCEED $5.00. BILLING AND COLLECTIONS -- 501(R)(6)EXTRAORDINARY COLLECTION ACTIVITIESTHE HOSPITAL DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS. (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE. IRC 501(R) REPORTING UNDER REVENUE PROCEDURE 2015-21DURING A REVIEW OF THE HOSPITAL'S SECTION 501(R) COMPLIANCE IN FY18, IT WAS DETERMINED THAT CERTAIN INFORMATION IN THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY (FAP), PLAIN LANGUAGE SUMMARY (PLS) AND CREDIT AND COLLECTIONS POLICY (CCP) REQUIRED CLARIFICATION OR CORRECTION. IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN REVENUE PROCEDURE 2015-21, EACH OF THOSE ITEMS IS LISTED ALONG WITH THE METHOD OF CORRECTION. CORRECTION OCCURRED BY ADOPTION OF A REVISED FAP, PLS AND CCP BY THE HOSPITAL'S AUTHORIZED BODY PRIOR TO FILING THIS RETURN. (1) WHILE THE FAP SPECIFIED THE PERCENTAGE OF DISCOUNTS AVAILABLE, IT DID NOT SPECIFICALLY REFER TO WHAT CHARGES THOSE DISCOUNTS WOULD BE APPLIED. THE FAP HAS BEEN REVISED TO CLARIFY THAT THE DISCOUNTS ARE APPLIED TO PATIENT GROSS CHARGES. (2) THE FAP DID NOT SPECIFY THE AMOUNTS GENERALLY BILLED (AGB) BY THE HOSPITAL OR SPECIFY THE METHODOLOGY FOR CALCULATING THE AGB. THE FAP HAS BEEN REVISED TO INCLUDE THIS INFORMATION. (3) THE LIST OF PROVIDERS OF EMERGENCY AND MEDICALLY NECESSARY CARE AT THE HOSPITAL DID NOT INCLUDE ALL PROVIDERS. THE LIST HAS BEEN UPDATED AND NOW REFLECTS ALL PROVIDERS. (4) THE PLS DID NOT INCLUDE THE DIRECT WEBSITE ADDRESS WHERE THE FAP AND FAP APPLICATION COULD BE OBTAINED. THE PLS HAS BEEN UPDATED ACCORDINGLY. (5) THE HOSPITAL HAD NOT YET MADE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL ABOUT THE FAP IN A MANNER REASONABLY CALCULATED TO REACH THOSE MEMBERS WHO ARE MOST LIKELY TO REQUIRE FINANCIAL ASSISTANCE. THE HOSPITAL HAS SINCE MADE SUCH EFFORTS, INCLUDING BY DISTRIBUTING COPIES OF ITS FAP AND FAP APPLICATION TO REFERRING STAFF PHYSICIANS AND TO COMMUNITY HEALTH CENTERS SERVING THE HOSPITAL'S COMMUNITY. (6) WHILE THE HOSPITAL HAD TRANSLATED ITS FAP, FAP APPLICATION AND PLS INTO SEVERAL LANGUAGES, IT HAD NOT YET TRANSLATED THOSE DOCUMENTS INTO ALL LANGUAGES SPOKEN BY LIMITED ENGLISH PROFICIENCY POPULATIONS IN THE HOSPITAL'S COMMUNITY. SUCH TRANSLATIONS HAVE NOW BEEN MADE. (7) THE HOSPITAL WAS NOT OFFERING COPIES OF THE PLS TO PATIENTS AS PART OF THE INTAKE OR DISCHARGE PROCESS. IT IS NOW DOING SO. (8) THE FAP SPECIFIED THAT FAP-ELIGIBLE PATIENTS WOULD RECEIVE REFUNDS FOR ANY AMOUNTS PAID IN EXCESS OF THE AGB. THIS LANGUAGE HAS BEEN REVISED TO CLARIFY THAT SUCH PATIENTS WILL RECEIVE REFUNDS FOR ANY AMOUNTS PAID IN EXCESS OF THEIR FAP DISCOUNTS. (9) THE CCP DID NOT INCLUDE A DESCRIPTION OF THE OFFICE, DEPARTMENT OR COMMITTEE WITH FINAL AUTHORITY FOR DETERMINING THAT THE MEDICAL CENTER HAS MADE REASONABLE EFFORTS TO DETERMINE FAP-ELIGIBILITY PRIOR TO ENGAGING IN ANY EXTRAORDINARY COLLECTION ACTIONS. THE CCP HAS BEEN REVISED TO INCLUDE SUCH A DESCRIPTION. (10) WHILE THE HOSPITAL HAS HAD A LONGSTANDING EMERGENCY MEDICAL CARE POLICY IN PLACE THE POLICY HAD NOT BEEN ADOPTED BY AN AUTHORIZED BODY. THE HOSPITAL HAS NOW INCLUDED LANGUAGE IN ITS FAP, ADOPTED BY AN AUTHORIZED BODY, REQUIRING THE HOSPITAL TO PROVIDE, WITHOUT DISCRIMINATION, CARE FOR EMERGENCY MEDICAL CONDITIONS TO INDIVIDUALS REGARDLESS OF WHETHER THEY ARE FAP-ELIGIBLE. (11) THE HOSPITAL HAD NOT BEEN INCLUDING WITH BILLS TO PATIENTS OFFERED DISCOUNTED BUT NOT FREE CARE AN EXPLANATION OF HOW THE PATIENT'S DISCOUNT HAD BEEN DETERMINED. THAT INFORMATION IS NOW INCLUDED WITH PATIENT BILLS. FINALLY, THE HOSPITAL HAS ADOPTED PROCEDURES THAT REQUIRE THE HOSPITAL TO REVIEW, ON A REGULAR BASIS, THE HOSPITAL'S POLICIES AND PROCEDURE TO ENSURE COMPLIANCE WITH THE REQUIREMENTS OF SECTION 501(R) AND THE REGULATIONS ISSUED THEREUNDER. THOSE PROCEDURES INCLUDE REVIEWING A SECTION 501(R) COMPLIANCE CHECKLIST.FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLANDETAIL TO BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH'S (BID-PLYMOUTH OR HOSPITAL) COMMUNITY HEALTH NEEDS ASSESSMENT, IMPLEMENTATION STRATEGY AND COMMUNITY BENEFITS ACTIVITIES HAVE BEEN PROVIDED IN FORM 990, SCHEDULE H, PART V SECTION C ABOVE. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - GRADUATE MEDICAL EDUCATION AS PREVIOUSLY NOTED IN THROUGHOUT THIS FORM 990, FOR THE PERIOD COVERED BY THIS FILING BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS THE SOLE MEMBER OF BID-PLYMOUTH. ALTHOUGH BID-PLYMOUTH DOES NOT ENGAGE DIRECTLY IN GRADUATE MEDICAL EDUCATION, PROVIDING SUCH EDUCATION IS PART OF BIDMC'S CORE MISSION. THE MEDICAL CENTER'S DEVOTION TO TEACHING, RESPECT FOR STUDENTS/TRAINEES AND WILLINGNESS TO EMBRACE TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION MAKE THE MEDICAL CENTER A TOP CHOICE AMONG MEDICAL STUDENTS AND HEALTH CARE PROFESSIONALS. THE MEDICAL CENTER TRAINS HUNDREDS OF MEDICAL STUDENTS, INTERNS, RESIDENTS AND FELLOWS, AS WELL AS PROFESSIONALS IN NURSING, SOCIAL WORK AND THE ALLIED HEALTH SCIENCES. THE MEDICAL CENTER HAS 55 ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED CLINICAL RESIDENCY AND FELLOWSHIP PROGRAMS WITH 653 RESIDENTS AND CLINICAL FELLOWS. IN ADDITION, THE MEDICAL CENTER HAS 45 NONSTANDARD CLINICAL FELLOWSHIP PROGRAMS WITH 65 TRAINEES PER YEAR. STAFF PHYSICIANS AT THE MEDICAL CENTER WHO HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF THEIR DAILY PATIENT CARE AND A RANGE OF INTERACTIVE LEARNING EXPERIENCES.
CORE CLINICAL TRAINING PROGRAMS THE MEDICAL CENTER SPONSORS CORE CLINICAL TRAINING PROGRAMS IN THE FOLLOWING FIELDS:- ANESTHESIOLOGY- EMERGENCY MEDICINE- INTERNAL MEDICINE- NEUROLOGY- NEUROSURGERY- OBSTETRICS AND GYNECOLOGY- PATHOLOGY- PSYCHIATRY- RADIOLOGY- SURGERY- TRANSITIONAL YEARDURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER HAD NET EXPENDITURES OF $74,862,985 REPORTED ON THIS SCHEDULE H, PART I, LINE 7F RELATED TO THE MEDICAL CENTER'S TEACHING FUNCTION WHICH REPRESENTED 4.26% OF THE MEDICAL CENTER'S TOTAL EXPENSES.RESIDENCY PROGRAMSTHE MEDICAL CENTER SPONSORS ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED RESIDENCY PROGRAMS IN EACH OF THE CORE CLINICAL TRAINING PROGRAMS LISTED ABOVE. FELLOWSHIP PROGRAMSIN ADDITION TO THE RESIDENT TRAINING PROGRAMS LISTED ABOVE, THE MEDICAL CENTER SPONSORS A WIDE VARIETY OF FELLOWSHIP TRAINING PROGRAMS FOR ELIGIBLE DOCTORS WHO HAVE COMPLETED THEIR RESIDENCY AND WANT TO ENGAGE IN MORE SPECIALIZED STUDY. OVER HALF OF THESE PROGRAMS (55 OF 90) ARE ACGME APPROVED OR APPROVED BY A COMPARABLE BODY RELATED TO THE PARTICULAR SUBSPECIALTY. THE MEDICAL CENTER SPONSORS THE FOLLOWING FELLOWSHIP PROGRAMS:- ANESTHESIA: ADULT CARDIOTHORACIC ANESTHESIOLOGY, ADVANCED CLINICAL ANESTHESIA, CRITICAL CARE MEDICINE, NEUROANESTHESIA, OBSTETRIC ANESTHESIOLOGY, PAIN MEDICINE, REGIONAL ANESTHESIA, VASCULAR ANESTHESIA, PATIENT SAFETY AND QUALITY IMPROVEMENT IN ANESTHESIA- EMERGENCY MEDICINE: EMERGENCY MEDICAL SERVICES, EMERGENCY ULTRASOUND, DISASTER MEDICINE, ACADEMIC EMERGENCY MEDICINE- INTERNAL MEDICINE: ADVANCED CARDIAC NON-INVASIVE IMAGING, ADVANCED ENDOSCOPY, CARDIAC MAGNETIC RESONANCE IMAGING CARDIOVASCULAR DISEASE, CELIAC DISEASE, CLINICAL CARDIAC ELECTROPHYSIOLOGY, CLINICAL INFORMATICS, ENDOCRINOLOGY, DIABETES, AND METABOLISM, GASTROENTEROLOGY, GENERAL MEDICINE, GERIATRIC MEDICINE, GERIATRIC AND DIABETES, GI MOTILITY/FUNCTIONAL BOWEL DISORDERS, GLOBAL HEALTH, HEMATOLOGY AND ONCOLOGY, HEPATOLOGY, HOSPICE AND PALLIATIVE CARE, INFECTIOUS DISEASE, INFLAMMATORY BOWEL DISEASE, INTERVENTIONAL CARDIOLOGY, INTERVENTIONAL PULMONOLOGY, NEPHROLOGY, PULMONARY CRITICAL CARE, RHEUMATOLOGY, SLEEP MEDICINE, SLEEP RESPIRATION, STRUCTURAL HEART DISEASE, TRANSPLANT HEPATOLOGY, TRANSPLANT NEPHROLOGY- NEUROLOGY: AUTONOMIC DISORDERS, COGNITIVE BEHAVIORAL NEUROLOGY, CLINICAL NEUROPHYSIOLOGY, EPILEPSY, MOVEMENT DISORDERS, MULTIPLE SCLEROSIS, NEUROLOGY-HIV, NEUROMUSCULAR MEDICINE, NEURO-ONCOLOGY, VASCULAR NEUROLOGY- OBSTETRICS AND GYNECOLOGY: FEMALE PELVIC MEDICINE & RECONSTRUCTIVE SURGERY, MATERNAL FETAL MEDICINE, MINIMALLY INVASIVE GYNECOLOGIC SURGERY, REPRODUCTIVE ENDOCRINOLOGY- PATHOLOGY: BLOOD BANKING/TRANSFUSION MEDICINE, CYTOPATHOLOGY, DERMATOPATHOLOGY, HEMATOLOGY, MEDICAL MICROBIOLOGY, MEDICAL MICROBIOLOGY - CPEP, NEUROPATHOLOGY, SELECTIVE PATHOLOGY - RADIOLOGY-DIAGNOSTIC: ABDOMINAL RADIOLOGY, BREAST IMAGING RADIOLOGY, INTERVENTIONAL RADIOLOGY-INDEPENDENT, INTERVENTIONAL RADIOLOGY-INTEGRATED MRI, MUSCULOSKELETAL IMAGING - MSK, NEURORADIOLOGY, THORACIC IMAGING RADIOLOGY, VASCULAR AND INTERVENTIONAL RADIOLOGY, RADIATION ONCOLOGYSURGERY: ABDOMINAL TRANSPLANT SURGERY/KIDNEY, COLORECTAL SURGERY, CORNEA AND REFRACTIVE SURGERY, CEREBROVASCULAR AND ENDOVASCULAR NEUROSURGERY, INTERDISCIPLINARY BREAST SURGERY, MINIMALLY INVASIVE BARIATRIC SURGERY, NEUROSURGERY/ORTHO SPINE, NEUROSURGICAL ONCOLOGY & STERIOTACTIC NEUROSURGERY, ORTHOPAEDIC HAND SURGERY, ORTHOPAEDIC SPINE SURGERY, PLASTIC HAND SURGERY, PLASTIC SURGERY/AESTHETIC RECONSTRUCTION, PODIATRY, SURGICAL CRITICAL CARE, THORACIC SURGERY, UROLOGY, UROLOGY MALE INFERTILITY/SEXUAL DYSFUNCTION, VASCULAR SURGERY, VASCULAR SURGERY-INTEGRATEDADDITIONAL INFORMATION ON THE MEDICAL CENTER'S CLINICAL RESIDENCY AND FELLOWSHIPS IS AVAILABLE IN THE SUPPORTING DETAIL TO THE MEDICAL CENTER'S FORM 990, SCHEDULE H. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - RESEARCHAS PREVIOUSLY NOTED IN THROUGHOUT THIS FORM 990, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS THE SOLE MEMBER OF BID-PLYMOUTH. ALTHOUGH BID-PLYMOUTH DOES NOT ENGAGE DIRECTLY IN ANY FUNDAMENTAL BENCH RESEARCH, CONDUCTING RESEARCH IS PART OF BIDMC'S MISSION. THE MEDICAL CENTER IS A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF LOCAL AND EXTENDED COMMUNITIES. THE BIDMC RESEARCH PROGRAM STRIVES TO BE, AND IS, RENOWNED FOR ITS BENCH-TO-BEDSIDE MODEL OF TRANSLATIONAL RESEARCH AND FOR ITS COLLABORATION WITH INDUSTRY AS A PATHWAY FOR TRANSFERRING THE FRUITS OF RESEARCH INTO PRODUCTS THAT IMPROVE THE QUALITY OF LIFE.THE MEDICAL CENTER'S NOTABLE RESEARCH ACCOMPLISHMENTS INCLUDE CONSISTENTLY BEING RANKED IN THE TOP TIER OF INDEPENDENT HOSPITALS IN NATIONAL INSTITUTES OF HEALTH (NIH) FUNDING. THE MEDICAL CENTER SCIENTISTS CONTINUE TO SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACT THE LIVES OF OUR PATIENTS AND IMPROVE THE MEDICAL CENTER'S PATIENT CARE. DURING THE FISCAL PERIOD COVERED BY THIS FILING, MORE THAN 1,220 ACTIVE FEDERAL, INDUSTRY AND FOUNDATION SPONSORED PROJECTS AND MORE THAN 2,500 ACTIVE EXEMPT, EXPEDITED, AND FULL BOARD-REVIEWED CLINICAL RESEARCH STUDIES. BIDMC RESEARCH IS LED BY MORE THAN 280 PRINCIPAL INVESTIGATORS, THE MAJORITY OF WHOM ARE HARVARD MEDICAL SCHOOL FACULTY. THE KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS AND CARDIOLOGY/CARDIAC SURGERY. AS NOTED IN THIS FILING, THE MEDICAL CENTER IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND IS COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE; TO MAINTAINING MODERN, HIGH-QUALITY FACILITIES, AND TO TAKING FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG THE HARVARD MEDICAL SCHOOL AND THE HARVARD TEACHING HOSPITALS. THE MEDICAL CENTER DESIGNS AND IMPLEMENTS MANY INTERDEPARTMENTAL AND INTERDISCIPLINARY RESEARCH PROGRAMS WITHIN THE INSTITUTION. THE MEDICAL CENTER ALSO COLLABORATES WITH OTHER NATIONALLY RECOGNIZED AND WORLD RENOWNED EXPERTS IN VARIOUS FIELDS IN AN EFFORT TO TRANSLATE NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE. THE MEDICAL CENTER PARTICIPATES IN HARVARD CATALYST, THE HARVARD CLINICAL AND TRANSLATIONAL SCIENCE CENTER, WHICH BRINGS TOGETHER THE INTELLECTUAL FORCE, TECHNOLOGIES, AND CLINICAL EXPERTISE AT HARVARD UNIVERSITY AND ITS ACADEMIC, HEALTH CARE, AND COMMUNITY PARTNERS TO CREATE CONNECTIONS, ENABLE RESEARCH AT THE CUTTING EDGE OF DISCOVERY, AND NURTURE CLINICAL AND TRANSLATIONAL RESEARCHERS WITH THE GOAL OF IMPROVING HUMAN HEALTH.STUDIES BY MEDICAL CENTER RESEARCHERS ARE ROUTINELY PUBLISHED IN THE WORLD'S LEADING SCIENTIFIC JOURNALS, INCLUDING NATURE, SCIENCE AND THE NEW ENGLAND JOURNAL OF MEDICINE, WHICH HELPS TO BRING THE RESEARCH FINDINGS TO CLINICIANS AND PATIENTS BEYOND THE MEDICAL CENTER. THE MEDICAL CENTER ENGAGES IN RESEARCH IN ALL OF THE FOLLOWING DISCIPLINES:- ANESTHESIA, CRITICAL CARE, AND PAIN MEDICINE - EMERGENCY MEDICINE - MEDICINE - ALLERGY AND INFLAMMATION - CARDIOVASCULAR MEDICINE - CENTER FOR VASCULAR BIOLOGY RESEARCH - CENTER FOR VIROLOGY AND VACCINE RESEARCH - CLINICAL INFORMATICS - CLINICAL NUTRITION - ENDOCRINOLOGY - EXPERIMENTAL MEDICINE - GASTROENTEROLOGY - GENERAL MEDICINE AND PRIMARY CARE - GENETICS - GERONTOLOGY - HEMATOLOGY AND ONCOLOGY - HEMOSTASIS AND THROMBOSIS - IMMUNOLOGY - INFECTIOUS DISEASE - INTERDISCIPLINARY MEDICINE AND BIOTECHNOLOGY - MOLECULAR AND VASCULAR MEDICINE - NEPHROLOGY - PULMONOLOGY - RHEUMATOLOGY - SIGNAL TRANSDUCTION - TRANSLATIONAL RESEARCH - TRANSPLANT IMMUNOLOGY- NEONATOLOGY - NEUROLOGY - OBSTETRICS AND GYNECOLOGY - ORTHOPAEDIC SURGERY - PATHOLOGY - PSYCHIATRY - RADIOLOGY - SURGERY - CARDIAC SURGERY - CENTER FOR MINIMALLY INVASIVE SURGERY - NEUROSURGERY - PLASTIC AND RECONSTRUCTIVE SURGERY - VASCULAR SURGERY- TRANSPLANT INSTITUTEDURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER REPORTED $77,578,478 OF NET INTERNALLY FUNDED RESEARCH ON ITS SCHEDULE H, PART I, LINE 7H RELATED TO RESEARCH TO FURTHER SCIENCE AND PATIENT CARE, WHICH REPRESENTED 4.42% OF THE MEDICAL CENTER'S TOTAL EXPENSES. ADDITIONALLY, THE MEDICAL CENTER REPORTED $219,244,237 OF RESEARCH EXPENSES FUNDED BY GOVERNMENTS AND OTHER TAX-EXEMPT ENTITIES INCLUDING OTHER HOSPITALS, UNIVERSITIES AND FOUNDATIONS ON SCHEDULE H, PART I LINE 7H COLUMN D, WHICH, IF INCLUDED IN SCHEDULE H, PART I, LINE 7H COLUMN E CALCULATION, WOULD INCREASE THE NET COMMUNITY BENEFIT REPORTED FROM RESEARCH ACTIVITIES ON THIS SCHEDULE H, PART I, LINE 7H TO 16.77%.
SCHEDULE H PART VI QUESTIONS 5 AND 6 ADDITIONAL PROMOTION OF COMMUNITY HEALTH AND AFFILIATED HEALTH CARE SYSTEMBID-PLYMOUTH MAINTAINS AN OPEN MEDICAL STAFF AND AS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. IN ADDITION, AS NOTED THROUGHOUT THIS NARRATIVE SUPPORT TO THE BID-PLYMOUTH FORM 990 AND SCHEDULES, THE MEDICAL CENTER IS PART OF THE CAREGROUP NETWORK OF AFFILIATES AND CAREGROUP SERVES AS THE MEDICAL CENTER'S SOLE MEMBER. THE MEDICAL CENTER SERVES AS THE SOLE MEMBER TO BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP AND JORDAN HEALTH SYSTEMS, INC. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC. EACH OF THESE ENTITIES MAY, IN TURN, SERVE AS THE SOLE MEMBER OF ADDITIONAL AFFILIATES. BID-PLYMOUTH, THE MEDICAL CENTER AND EACH OF ITS AFFILIATES IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES THEY SERVE.
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number
22-2667354
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) JORDAN HOSPITAL CLUB
275 SANDWICH STREET
PLYMOUTH,MA02360
23-7181730 501(C)(3) 20,000       GENERAL PURPOSE
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
1
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
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)
(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
Schedule I (Form 990) 2019



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet 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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
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
 
No
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
1COUGHLIN KEVIN
PRESIDENT & CEO; DIR (EX-OFF)
(i)

(ii)
523,649
-------------
130,911
93,327
-------------
23,332
3,374
-------------
844
29,671
-------------
7,418
24,510
-------------
6,127
674,531
-------------
168,632
0
-------------
0
2FISCHER STEVEN
DIRECTOR; ASST TREAS, BIDMC
(i)

(ii)
0
-------------
565,792
0
-------------
99,895
0
-------------
54,988
0
-------------
25,030
0
-------------
50,935
0
-------------
796,640
0
-------------
0
3LEWIS MD STANLEY M
DIR; CHF SYS DEV OFF BIDMC
(i)

(ii)
0
-------------
555,411
0
-------------
112,992
0
-------------
55,149
0
-------------
30,330
0
-------------
49,486
0
-------------
803,368
0
-------------
0
4LONIS-SCHEUB MD KIMBERLY
DIRECTOR
(i)

(ii)
275,412
-------------
0
0
-------------
0
6,239
-------------
0
32,400
-------------
0
31,581
-------------
0
345,632
-------------
0
0
-------------
0
5STUHLFAUT MD JOSHUA
DIR (EX-OFF)/PRES MED STAFF
(i)

(ii)
0
-------------
463,165
0
-------------
49,076
0
-------------
9,704
0
-------------
21,000
0
-------------
22,002
0
-------------
564,947
0
-------------
0
6TABB MD KEVIN
DIRECTOR; BIDMC CEO
(i)

(ii)
0
-------------
1,088,019
0
-------------
485,375
0
-------------
20,894
0
-------------
158,280
0
-------------
45,929
0
-------------
1,798,497
0
-------------
0
7TREHU MD STEPHEN
DIRECTOR
(i)

(ii)
0
-------------
226,766
0
-------------
27,242
0
-------------
3,838
0
-------------
10,500
0
-------------
130
0
-------------
268,476
0
-------------
0
8RADZEVICH JASON
VP OF FINANCE, CFO & TREASURER
(i)

(ii)
245,844
-------------
61,461
58,256
-------------
14,564
10,858
-------------
2,715
24,146
-------------
6,037
23,682
-------------
5,920
362,786
-------------
90,697
0
-------------
0
9BARBOSA LISA BERRY
VP, HR
(i)

(ii)
183,017
-------------
20,335
42,827
-------------
4,759
1,371
-------------
152
17,627
-------------
1,959
24,570
-------------
2,730
269,412
-------------
29,935
0
-------------
0
10BROWNING MD THOMAS
CHIEF OF MEDICINE
(i)

(ii)
129,929
-------------
129,929
0
-------------
0
3,099
-------------
3,099
13,500
-------------
13,500
12,560
-------------
12,560
159,088
-------------
159,088
0
-------------
0
11CONNOLLY MD JOHN
VP MED MGMT/CHR ANES. DEPT
(i)

(ii)
362,394
-------------
0
0
-------------
0
47,808
-------------
0
27,000
-------------
0
20,754
-------------
0
457,956
-------------
0
0
-------------
0
12DOHERTY RN DONNA
CNO, VP PATIENT CARE SERVICES
(i)

(ii)
254,319
-------------
0
58,905
-------------
0
106,912
-------------
0
10,187
-------------
0
27,300
-------------
0
457,623
-------------
0
0
-------------
0
13RUTHERFORD RON
VP & CIO
(i)

(ii)
172,083
-------------
43,021
41,821
-------------
10,455
5,037
-------------
1,259
17,657
-------------
4,414
23,200
-------------
5,800
259,798
-------------
64,949
0
-------------
0
14DOLAWAY DEBORAH
HOSPICE ADMINISTRATOR
(i)

(ii)
181,533
-------------
0
5,000
-------------
0
27,653
-------------
0
7,234
-------------
0
3,255
-------------
0
224,675
-------------
0
0
-------------
0
15GORSUCH PHD W BRIAN
CHIEF PHYSICIAN ASSISTANT
(i)

(ii)
241,533
-------------
0
5,000
-------------
0
16,251
-------------
0
9,493
-------------
0
29,368
-------------
0
301,645
-------------
0
0
-------------
0
16HEBERT NP RICHARD M
NURSE PRACTITIONER
(i)

(ii)
203,333
-------------
0
0
-------------
0
6,040
-------------
0
3,973
-------------
0
27,386
-------------
0
240,732
-------------
0
0
-------------
0
17HOLLERAN ANDREA
VP STRATEGIC PLAN/EXT AFFAIRS
(i)

(ii)
182,649
-------------
0
48,884
-------------
0
133,837
-------------
0
10,363
-------------
0
30,100
-------------
0
405,833
-------------
0
0
-------------
0
18PASKOWSKI DC IAN
CHIROPRACTOR
(i)

(ii)
187,223
-------------
0
21,873
-------------
0
776
-------------
0
7,448
-------------
0
564
-------------
0
217,884
-------------
0
0
-------------
0
19HOLDEN PETER J
FORMER PRESIDENT & CEO
(i)

(ii)
0
-------------
0
0
-------------
0
0
-------------
590,499
0
-------------
0
0
-------------
0
0
-------------
590,499
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 PART I QUESTION 1 GROSS-UP PAYMENTS BID-PLYMOUTH PROVIDES MEMBERS OF SENIOR MANAGEMENT WITH DISABILITY INSURANCE, THE COST OF WHICH IS TAXABLE TO THE PARTICIPANTS AND AS PART OF THAT BENEFIT, THE HOSPITAL INCLUDES A GROSS-UP TO COVER TAXES. EACH PARTICIPANT'S COST OF THE INSURANCE AND GROSS-UP ARE INCLUDED IN THE AMOUNTS REPORTED AS OTHER REPORTABLE COMPENSATION IN THIS FORM 990 SCHEDULE J.
PART I, LINES 4A-B PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS NOTED IN THIS FILING, MR. PETER HOLDEN SERVED IN HIS ROLE AS CHIEF EXECUTIVE OFFICER THROUGH NOVEMBER 4, 2016 AND BECAME ELIGIBLE FOR CERTAIN SALARY CONTINUATION PAYMENTS ON LEAVING BID-PLYMOUTH AS NOTED IN MORE DETAIL IN THE DISCLOSURES BELOW. PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 IS CALENDAR YEAR 2017 DETAIL. IN ADDITION, AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS INC. IS AN AFFILIATE OF BID-PLYMOUTH AND ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. DURING THE 2017 CALENDAR YEAR, JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED AN IRC SECTION 457(B) PLAN PURSUANT TO WHICH ELIGIBLE EMPLOYEES COULD DEFER PART OF THEIR COMPENSATION. THIS PLAN WAS STRICTLY EMPLOYEE FUNDED WITH NO EMPLOYER DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THIS PLAN IS CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. AMOUNTS DEFERRED ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. DURING THAT SAME PERIOD, BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED TWO IRC SECTION 457(F) PLANS. THESE PLANS WERE STRICTLY EMPLOYER FUNDED WITH NO EMPLOYEE DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. EMPLOYER CONTRIBUTIONS TO EMPLOYEES WHICH ARE NOT VESTED ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. DISTRIBUTIONS FROM THESE PLANS AND/OR VESTED CONTRIBUTIONS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. IN ADDITION, AS NOTED THROUGHOUT THIS FILING, FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH AND JHSI. DURING THE 2017 CALENDAR YEAR, THE MEDICAL CENTER WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM AND THE BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN. PURSUANT TO THESE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS AND/OR CAN DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. AMOUNTS DEFERRED BY PARTICIPANTS OR RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7 NON-FIXED PAYMENTS BID-PLYMOUTH'S AND JHSI'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING BID-PLYMOUTH'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BID-PLYMOUTH'S CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, BETH ISRAEL DEACONESS HOSPITAL-MILTON, BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM, BETH ISRAEL DEACONESS MEDICAL CENTER, JORDAN PHYSICIAN ASSOCIATES, JORDAN HEALTH SYSTEMS INC. AND ASSOCIATED PHYSICIANS OF HARVARD MEDICAL PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS BID-PLYMOUTH, BID-MILTON, BID-NEEDHAM, BIDMC, JPA, JHSI AND APHMFP RESPECTIVELY. IN ADDITION, BIDMC IS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP WHICH MAY BE REFERRED TO IN THESE EXPLANATORY NOTES AS BID - HEALTHCARE. FINALLY, THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL MAY BE REFERRED TO AS PFHC, HMS OR PFHC/HMS. BABINI, MICHAEL DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MR. BABINI DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. BAZZINOTTI, LYLE LAWRENCE CHAIR, DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHAIR, DIRECTOR - JORDAN HEALTH SYSTEMS, INC. CHAIR, TRUSTEE - JORDAN PHYSICIAN AFFILIATES DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER MS. BAZZINOTTI ASSUMED THE POSITION OF BOARD CHAIR ON JANUARY 31, 2018. MS. BAZZINOTTI DEVOTES, ON AVERAGE, A COMBINED 13 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. CARNUCCIO, JOHN DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MR. CARNUCCIO DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. COUGHLIN, KEVIN DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER, PRESIDENT- BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER, PRESIDENT- JORDAN HEALTH SYSTEM, INC. CHIEF EXECUTIVE OFFICER, PRESIDENT, TRUSTEE - JORDAN PHYSICIAN AFFILIATES MR. COUGHLIN DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, MR. COUGHLIN PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI AND BETH ISRAEL DEACONESS MEDICAL CENTER. AS REQUIRED BY FORM 990, ALTHOUGH MR. COUGHLIN IS PAID DIRECTLY BY THESE ENTITIES, THE COMPENSATION ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BID-PLYMOUTH AND JPA HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 523,648 INCENTIVE COMPENSATION: 93,327 OTHER REPORTABLE COMPENSATION: 3,374 DEFERRED COMPENSATION: 29,671 NON-TAXABLE BENEFITS: 24,510 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 130,912 INCENTIVE COMPENSATION: 23,332 OTHER REPORTABLE COMPENSATION: 844 DEFERRED COMPENSATION: 7,418 NON-TAXABLE BENEFITS: 6,127 OTHER REPORTABLE AND DEFERRED COMPENSATION REPORTED FOR MR. COUGHLIN INCLUDES PAYMENTS TO NONQUALIFIED RETIREMENT PLANS AND A CHANGE IN THE VALUE OF THOSE PLANS TOTALING $27,541. OF THIS AMOUNT, $24,000 IS UNVESTED. DAHLEN, SHAWN D. DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MR. DAHLEN'S TERM ON THE BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH BOARD ENDED OCTOBER 28, 2017. MR. DAHLEN DEVOTED, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. FISCHER, STEVEN DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. ASSISTANT TREASURER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR AND TREASURER - BIDMC PHARMACY TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. FISCHER DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, MR. FISCHER PERFORMED SERVICES FOR BIDMC. AS REQUIRED BY THIS FORM 990, MR. FISCHER'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 565,792 INCENTIVE COMPENSATION: 99,895 OTHER REPORTABLE COMPENSATION: 54,988 DEFERRED COMPENSATION: 25,030 NON-TAXABLE BENEFITS: 50,935 OTHER REPORTABLE COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $50,974. FOSDICK, KENNETH DIRECTOR AND VICE CHAIR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR AND VICE CHAIR - JORDAN HEALTH SYSTEMS, INC. DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP MR. FOSDICK ASSUMED THE ROLE OF VICE CHAIR FOR BID-PLYMOUTH AND JHSI EFFECTIVE JANUARY 31, 2018. MR. FOSDICK DEVOTES, ON AVERAGE, A COMBINED 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) GAGNON, WILLIAM P. DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MR. GAGNON DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. HEWITT, CHARLES DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MR. HEWITT'S TERM ON THE BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH BOARD BEGAN JANUARY 31, 2018. MR. HEWITT DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. HINKLEY, CLARK CHAIR, DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHAIR, DIRECTOR - JORDAN HEALTH SYSTEMS, INC. CHAIR, TRUSTEE - JORDAN PHYSICIAN ASSOCIATES DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER MR. HINKLEY'S TERM AS BOARD CHAIR ENDED ON JANUARY 31, 2018. MR HINKLEY CONTINUES TO SERVE ON THE BOARD. FOR THE PERIOD COVERED BY THIS FILING, MR. HINKLEY DEVOTED, ON AVERAGE, A COMBINED 13 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. LAWRENCE, MARY ELLEN DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MS. LAWRENCE DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. LEWIS, M.D., STANLEY DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. SENIOR VICE PRESIDENT AND CHIEF SYSTEM DEVELOPMENT & STRATEGY OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES ASSOCIATE PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. LEWIS DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 555,411 INCENTIVE COMPENSATION: 112,992 OTHER REPORTABLE COMPENSATION: 55,149 DEFERRED COMPENSATION: 30,330 NON-TAXABLE BENEFITS: 49,486 OTHER REPORTABLE COMPENSATION FOR DR. LEWIS INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $48,770. LONIS-SCHEUB, M.D., KIMBERLY DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. EMERGENCY MEDICINE PHYSICIAN - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DR. LONIS-SCHEUB DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH FOR THE 2017 CALENDAR YEAR REPRESENTS PAYMENTS MADE TO DR. LONIS-SCHEUB BY APHMFP RELATED TO HER POSITION AS AN EMERGENCY MEDICINE PHYSICIAN AT BID-PLYMOUTH. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 275,412 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,239 DEFERRED COMPENSATION: 32,400 NON-TAXABLE BENEFITS: 31,581 MUNCEY, ESQ., PETER SECRETARY, DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH SECRETARY, DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MR. MUNCEY'S TERM ON THE BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH BOARD ENDED MAY 3, 2018. MR. MUNCEY DEVOTED, ON AVERAGE, A COMBINED 4 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PRIMAVERA, DENNIS DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MR. PRIMAVERA'S TERM ON THE BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH BOARD BEGAN JANUARY 31, 2018. MR. PRIMAVERA DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. SMALL, KEELAS DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MS. SMALL DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. STIGLITZ, CYNTHIA DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. MS. STIGLITZ'S TERM ON THE BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH BOARD ENDED AUGUST 27, 2018. MS. STIGLITZ DEVOTED, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. STUHLFAUT, M.D., JOSHUA DIRECTOR (EX-OFFICIO), PRESIDENT OF THE MEDICAL STAFF - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR (EX-OFFICIO), PRESIDENT OF THE MEDICAL STAFF - JORDAN HEALTH SYSTEMS, INC. RADIOLOGIST - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DR. STUHLFAUT DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH FOR THE 2017 CALENDAR YEAR INCLUDES PAYMENTS OF $297,687 PAID TO DR. STUHLFAUT BY RADIOLOGY ASSOCIATES OF PLYMOUTH FOR ADMINISTRATIVE AND MEDICAL SERVICES RELATED TO DR. STUHLFAUT'S SERVICES AT BID-PLYMOUTH. COMPENSATION FROM APHMFP RELATED TO DR. STUHLFAUT'S SERVICES TO BID-PLYMOUTH IS ALSO REPORTED HERE. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 463,165 INCENTIVE COMPENSATION: 49,076 OTHER REPORTABLE COMPENSATION: 9,704 DEFERRED COMPENSATION: 21,000 NON-TAXABLE BENEFITS: 22,002 TABB, M.D., KEVIN DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES PRESIDENT AND DIRECTOR - BIDMC PHARMACY PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. TABB DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 1,088,019 INCENTIVE COMPENSATION: 485,375 OTHER REPORTABLE COMPENSATION: 20,894 DEFERRED COMPENSATION: 158,280 NON-TAXABLE BENEFITS: 45,929 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $156,550. OF THIS AMOUNT, $138,550 IS BOTH UNFUNDED AND UNVESTED.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) TREHU, M.D., STEPHEN DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH CHIEF OF RADIOLOGY - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. DR. TREHU DEVOTES, ON AVERAGE, A COMBINED 21 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH FOR THE 2017 CALENDAR YEAR INCLUDES $139,266 PAID TO DR. TREHU BY RADIOLOGY ASSOCIATES OF PLYMOUTH FOR ADMINISTRATIVE AND MEDICAL SERVICES RELATED TO DR. TREHU'S POSITION AS CHIEF OF THE DEPARTMENT OF RADIOLOGY. COMPENSATION FROM APHMFP RELATED TO DR. TREHU'S SERVICES TO BID-PLYMOUTH IS ALSO REPORTED HERE. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 226,766 INCENTIVE COMPENSATION: 27,242 OTHER REPORTABLE COMPENSATION: 3,838 DEFERRED COMPENSATION: 10,500 NON-TAXABLE BENEFITS: 130 RADZEVICH, JASON VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER, INTERIM VICE PRESIDENT OF HUMAN RESOURCES - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER, INTERIM VICE PRESIDENT OF HUMAN RESOURCES - JORDAN HEALTH SYSTEMS, INC. VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER, INTERIM VICE PRESIDENT OF HUMAN RESOURCES - JORDAN PHYSICIAN ASSOCIATES MR. RADZEVICH DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, MR. RADZEVICH PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY FORM 990, ALTHOUGH MR. RADZEVICH IS PAID DIRECTLY BY JHSI, HIS COMPENSATION IS ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BID-PLYMOUTH AND JPA AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 245,844 INCENTIVE COMPENSATION: 58,256 OTHER REPORTABLE COMPENSATION: 10,858 DEFERRED COMPENSATION: 24,146 NON-TAXABLE BENEFITS: 23,682 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 61,461 INCENTIVE COMPENSATION: 14,564 OTHER REPORTABLE COMPENSATION: 2,715 DEFERRED COMPENSATION: 6,037 NON-TAXABLE BENEFITS: 5,920 OTHER REPORTABLE AND DEFERRED COMPENSATION REPORTED FOR MR. RADZEVICH INCLUDES PAYMENTS PURSUANT TO A NONQUALIFIED RETIREMENT PLAN AND A CHANGE IN THE ACCOUNT'S VALUE OF $27,107. OF THIS AMOUNT $19,138 IS NOT VESTED. BERRY-BARBOSA, LISA VICE PRESIDENT, HUMAN RESOURCES - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH VICE PRESIDENT, HUMAN RESOURCES - JORDAN HEALTH SYSTEMS, INC. VICE PRESIDENT, HUMAN RESOURCES - JORDAN PHYSICIAN ASSOCIATES MS. BERRY-BARBOSA'S ROLE AS VICE PRESIDENT, HUMAN RESOURCES AT BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH ENDED SEPTEMBER 10, 2018. MS. BERRY-BARBOSA DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, MS. BERRY-BARBOSA PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY FORM 990, ALTHOUGH MS. BERRY-BARBOSA WAS PAID DIRECTLY BY JHSI, HER COMPENSATION WAS ATTRIBUTABLE TO HER SERVICES PERFORMED AT BID-PLYMOUTH AND JPA AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 183,017 INCENTIVE COMPENSATION: 42,827 OTHER REPORTABLE COMPENSATION: 1,371 DEFERRED COMPENSATION: 17,627 NON-TAXABLE BENEFITS: 24,570 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 20,335 INCENTIVE COMPENSATION: 4,759 OTHER REPORTABLE COMPENSATION: 152 DEFERRED COMPENSATION: 1,959 NON-TAXABLE BENEFITS: 2,730 DEFERRED COMPENSATION REPORTED FOR MS. BERRY BARBOSA INCLUDED A 457(F) PLAN CONTRIBUTION IN THE AMOUNT OF $12,360 WHICH WAS NOT VESTED AT DECEMBER 31, 2017. BROWNING, M.D., THOMAS CHIEF OF MEDICINE - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHIEF OF MEDICINE - JORDAN PHYSICIAN ASSOCIATES DR. BROWNING DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, DR. BROWNING PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY APHMFP. AS REQUIRED BY THIS FORM 990, DR. BROWNING'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 129,929 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,099 DEFERRED COMPENSATION: 13,500 NON-TAXABLE BENEFITS: 12,560 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 129,929 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,099 DEFERRED COMPENSATION: 13,500 NON-TAXABLE BENEFITS: 12,560 CONNOLLY, M.D., JOHN VICE PRESIDENT, MEDICAL MANAGEMENT, CHIEF OF ANESTHESIA - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH VICE PRESIDENT, MEDICAL MANAGEMENT, CHIEF OF ANESTHESIA - JORDAN HEALTH SYSTEM, INC. DR. CONNOLLY'S TERM AS VICE PRESIDENT, MEDICAL MANAGEMENT ENDED JULY 1, 2018. DR. CONNOLLY DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH FOR THE 2017 CALENDAR YEAR INCLUDED THE FOLLOWING ESTIMATED PAYMENTS MADE TO DR. CONNOLLY BY GUARDIAN ANESTHESIA RELATED TO HIS POSITION AS CHIEF OF THE DEPARTMENT OF ANESTHESIA AT BID-PLYMOUTH: $347,105 BASE AND OTHER REPORTABLE COMPENSATION AND $23,877 NON-TAXABLE BENEFITS. COMPENSATION FROM APHMFP RELATED TO DR. CONNOLLY'S SERVICES TO BID-PLYMOUTH IS ALSO REPORTED HERE PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 362,394 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 47,808 DEFERRED COMPENSATION: 27,000 NON-TAXABLE BENEFITS: 20,754 DOHERTY, R.N., DONNA CHIEF NURSING OFFICER AND VICE PRESIDENT, PATIENT CARE SERVICES - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH MS. DOHERTY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, MS. DOHERTY PERFORMED SERVICES FOR BID-PLYMOUTH AND WAS COMPENSATED BY JHSI. AS REQUIRED BY FORM 990, ALTHOUGH MS. DOHERTY IS PAID DIRECTLY BY JHSI, THE COMPENSATION IS ATTRIBUTABLE TO HER SERVICES PERFORMED AT BID-PLYMOUTH AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 254,319 INCENTIVE COMPENSATION: 58,905 OTHER REPORTABLE COMPENSATION: 106,912 DEFERRED COMPENSATION: 10,187 NON-TAXABLE BENEFITS: 27,300 OTHER REPORTABLE COMPENSATION INCLUDES A DISTRIBUTION FROM A NON-QUALIFIED 457(F) PLAN IN THE AMOUNT OF $104,063.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) RUTHERFORD, RON VICE PRESIDENT AND CHIEF INFORMATION OFFICER - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHIEF INFORMATION OFFICER - JORDAN HEALTH SYSTEMS, INC. CHIEF INFORMATION OFFICER - JORDAN PHYSICIAN ASSOCIATES MR. RUTHERFORD DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, MR. RUTHERFORD PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF MR. RUTHERFORD'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 172,083 INCENTIVE COMPENSATION: 41,821 OTHER REPORTABLE COMPENSATION: 5,037 DEFERRED COMPENSATION: 17,657 NON-TAXABLE BENEFITS: 23,200 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 43,021 INCENTIVE COMPENSATION: 10,455 OTHER REPORTABLE COMPENSATION: 1,259 DEFERRED COMPENSATION: 4,414 NON-TAXABLE BENEFITS: 5,800 OTHER REPORTABLE AND DEFERRED COMPENSATION REPORTED FOR MR. RUTHERFORD INCLUDES PAYMENTS PURSUANT TO A NONQUALIFIED RETIREMENT PLAN AND A CHANGE IN THE ACCOUNT'S VALUE OF $17,076. OF THIS AMOUNT $13,075 IS NOT VESTED. GORSUCH, PHD., W. BRIAN CHIEF PHYSICIAN ASSISTANT - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DR. GORSUCH DEVOTES, ON AVERAGE, 50 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 241,534 INCENTIVE COMPENSATION: 5,000 OTHER REPORTABLE COMPENSATION: 16,251 DEFERRED COMPENSATION: 9,493 NON-TAXABLE BENEFITS: 29,368 DOLAWAY, DEBORAH HOSPICE ADMINISTRATOR - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH MS. DOLAWAY DEVOTES, ON AVERAGE, 50 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 181,533 INCENTIVE COMPENSATION: 5,000 OTHER REPORTABLE COMPENSATION: 27,653 DEFERRED COMPENSATION: 7,234 NON-TAXABLE BENEFITS: 3,255 PASKOWSKI, D.C., IAN CHIROPRACTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH TRUSTEE - JORDAN PHYSICIAN ASSOCIATES DR. PASKOWSKI, DEVOTES ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 187,224 INCENTIVE COMPENSATION: 21,873 OTHER REPORTABLE COMPENSATION: 776 DEFERRED COMPENSATION: 7,448 NON-TAXABLE BENEFITS: 564 HEBERT, N.P., RICHARD M. NURSE PRACTITIONER - BETH ISRAEL DEACONESS - PLYMOUTH MR. HEBERT DEVOTES, ON AVERAGE, DEVOTES 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 203,334 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,040 DEFERRED COMPENSATION: 3,973 NON-TAXABLE BENEFITS: 27,386 HOLLERAN, ANDREA VICE PRESIDENT STRATEGIC PLANNING, EXTERNAL AFFAIRS - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH MS. HOLLERAN DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, MS. HOLLERAN PERFORMED SERVICES FOR BID-PLYMOUTH AND WAS COMPENSATED BY JHSI, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 182,649 INCENTIVE COMPENSATION: 48,884 OTHER REPORTABLE COMPENSATION: 133,837 DEFERRED COMPENSATION: 10,363 NON-TAXABLE BENEFITS: 30,100 OTHER REPORTABLE COMPENSATION INCLUDES A CONTRIBUTION TO AND DISTRIBUTION FROM A NON-QUALIFIED PLANS TOTALING $108,760. HOLDEN, PETER J. FORMER PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH FORMER PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO) - JORDAN HEALTH SYSTEMS, INC. FORMER PRESIDENT, CHIEF EXECUTIVE OFFICER, TRUSTEE (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES MR. HOLDEN SERVED IN THE ROLES NOTED ABOVE THROUGH NOVEMBER 4, 2016. AS NOTED IN THIS FORM 990, CALENDAR YEAR 2017 COMPENSATION IS REPORTED IN THIS FISCAL YEAR 2018 FILING. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2017 CALENDAR YEAR, MR. HOLDEN SEVERANCE PAYMENTS FROM JHSI WHICH RELATED TO HIS POSITIONS LISTED ABOVE. PAYMENTS MADE BY JHSI: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 590,499 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 AS NOTED ABOVE, MR. HOLDEN SEPARATED FROM JHSI, BID-PLYMOUTH AND JPA SERVICE ON NOVEMBER 4, 2016 AND BECAME ELIGIBLE FOR SEVERANCE AT THAT TIME. PAYMENTS INCLUDED IN OTHER REPORTABLE COMPENSATION REFLECT SEVERANCE AND TAXABLE BENEFITS PAID TO MR. HOLDEN. THESE AMOUNTS WERE REPORTED IN THE PRIOR YEAR FORM 990 AS DEFERRED COMPENSATION.
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number
22-2667354
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 MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584YJW0 06-13-2018 479,594,374 SEE PART VI   X   X   X
B MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XMT5 05-12-2016 257,611,877 SEE PART VI   X   X   X
C MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XDH1 09-02-2015 203,702,204 SEE PART VI   X   X   X
D MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 000000000 07-11-2012 49,910,000 REFUND ISSUE DATED 02/11/1998   X   X   X
MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 000000000 09-15-2011 120,280,000 REFUND ISSUE DATED 02/11/1998   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 75,775,000 8,805,000 22,970,000  
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 482,429,721 257,618,370 203,702,204 49,910,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 4,594,374 2,515,889 2,348,479 368,094
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 26,884,283 19,006,493    
11 Other spent proceeds ............. 119,989,328 236,095,988 201,353,725 49,541,906
12 Other unspent proceeds ............. 450,951,064      
13 Year of substantial completion ............. 2016
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 X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   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 X   X     X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X X   X     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   X   X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet     0.500 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet     0.500 %  
6 Total of lines 4 and 5 .............     1.000 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X   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   X   X   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   X   X   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   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X   X   X     X
b Exception to rebate? ........   X   X   X X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
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   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
EXPLANATORY STATEMENT FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP, INC., (CAREGROUP) WAS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND THESE ENTITIES' PHYSICIAN GROUPS AND OTHER AFFILIATED ENTITIES. CAREGROUP'S PURPOSE WAS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROWED DEBT AS AN OBLIGATED GROUP. THE FOLLOWING IS A LIST OF THE ENTITIES WHICH PARTICIPATED AS MEMBERS OF THE CAREGROUP OBLIGATED GROUP: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS - NEEDHAM (BID-NEEDHAM), MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH. THE INFORMATION REPORTED ON SCHEDULE K FOR BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH REFLECTS THE COMBINED CAREGROUP OBLIGATED GROUP DEBT ISSUED AFTER DECEMBER 31, 2002 WITH AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF $100,000.
SCHEDULE K (1 OF 2), PART 1, LINE A, COLUMN F DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES J BONDS: - TO CONSTRUCT A NEW INPATIENT BUILDING AT BETH ISRAEL DEACONESS MEDICAL CENTER INCLUDING ACUTE AND INTENSIVE CARE, OPERATING/ PROCEDURE ROOMS, ANCILLARY CLINICAL AND CLINICAL SUPPORT SPACES. - TO CONSTRUCT AN OUTPATIENT AMBULATORY CARE BUILDING AT BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM - FACILITY AND COMPUTER SYSTEM UPGRADES AT BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH. SCHEDULE K (1 OF 2), PART 1, LINE B, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES I BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES B BONDS, A PORTION OF THE CAREGROUP SERIES D BONDS AND ALL OF THE CAREGROUP SERIES E-1 BONDS CREATING AN IRREVOCABLE REFUNDING TRUST DATED MAY 12, 2016. - TO FINANCE AND REFINANCE THE ACQUISITION AND IMPLEMENTATION OF AN INTEGRATED INFORMATION TECHNOLOGY PLATFORM FOR MOUNT AUBURN HOSPITAL - TO FINANCE AND REFINANCE THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND THE CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO MISCELLANEOUS OBLIGATED GROUP FACILITIES SCHEDULE K (1 OF 2), PART 1, LINE C, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES H BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MILTON SERIES D BONDS, THE PLYMOUTH SERIES D BONDS, THE PLYMOUTH SERIES E BONDS, AND A PORTION OF THE CAREGROUP SERIES E BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 2, 2015 SCHEDULE K (1 OF 2), PART 1, LINE D, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES G BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 1,2012 SCHEDULE K (2 OF 2), PART 1, LINE A, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES F BONDS: - REFUNDING OF A PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 1, 2011 SCHEDULE K (1 OF 2) PART II, COLUMN A, LINE 3 THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $26,884,283 OF INVESTMENT EARNINGS. SCHEDULE K (1 OF 2) PART II, COLUMN B, LINE 3 THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. SCHEDULE K (1 OF 2) PART II, COLUMNS B, C & D, LINE 11 THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW SCHEDULE K (2 OF 2) PART II, COLUMN A, LINE 11 $8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER BEING REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW SCHEDULE K (1 OF 2) PART III, COLUMN B, LINE 6 TOTAL FINANCED PROPERTY USED IN A PRIVATE BUSINESS USE BY ENTITIES OTHER THAN A SECTION 501(C)(3) ORGANIZATION OR A STATE OR LOCAL GOVERNMENT AND FINANCED PROPERTY USED IN A PRIVATE BUSINESS USE AS A RESULT OF UNRELATED TRADE OR BUSINESS ACTIVITY CARRIED ON BY THE MEMBERS OF THE CAREGROUP OBLIGATED GROUP OR ANOTHER SECTION 501(C)(3) ORGANIZATION, OR A STATE OR LOCAL GOVERNMENT IS LESS THAN .1%. AS SUCH AND IN ACCORDANCE WITH THE INSTRUCTIONS FOR THE FORM 990, SCHEDULE K, THIS AMOUNT HAS BEEN REPORTED AS 0%. SCHEDULE K (1 OF 2) PART III, COLUMN D AND SCHEDULE K (2 OF 2) PART III, COLUMN A BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART III AS BOTH ISSUES WERE REFUNDINGS OF BONDS ISSUED PRIOR TO DECEMBER 31, 2002.
SCHEDULE K PART III QUESTIONS 2 AND 3: FOR THE PERIOD COVERED BY THIS FILING, FACILITIES FINANCED WITH TAX-EXEMPT BONDS WERE PRIMARILY OCCUPIED BY CAREGROUP AND ITS AFFILIATED TAX-EXEMPT ENTITIES, INCLUDING BUT NOT LIMITED TO THE MEDICAL CENTER, BID-NEEDHAM, BID-PLYMOUTH, BID-MILTON, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MAH, MAPS AND APG. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (I.E. CLEANING, PATIENT TRANSPORT, AND FOOD SERVICES) OR ENGAGE IN RESEARCH PURSUANT TO RESEARCH AGREEMENTS WITHIN TAX EXEMPT DEBT FINANCED SPACE. ANY SUCH AGREEMENTS IN PLACE AS OF SEPTEMBER 30, 2018 WERE REVIEWED TO ENSURE PROPER ACCOUNTING OF ANY PRIVATE USE GENERATED FROM SUCH ACTIVITIES. IN ADDITION, SUCH AGREEMENTS ARE GENERALLY REVIEWED BY INSIDE COUNSEL PRIOR TO FINALIZING.
Schedule K (Form 990) 2019

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number
22-2667354
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 MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584YJW0 06-13-2018 479,594,374 SEE PART VI   X   X   X
B MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XMT5 05-12-2016 257,611,877 SEE PART VI   X   X   X
C MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XDH1 09-02-2015 203,702,204 SEE PART VI   X   X   X
D MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 000000000 07-11-2012 49,910,000 REFUND ISSUE DATED 02/11/1998   X   X   X
MASS DEVELOPMENT FINANCE AGENCY
 
04-3431814 000000000 09-15-2011 120,280,000 REFUND ISSUE DATED 02/11/1998   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 75,775,000 8,805,000 22,970,000  
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 482,429,721 257,618,370 203,702,204 49,910,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 4,594,374 2,515,889 2,348,479 368,094
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 26,884,283 19,006,493    
11 Other spent proceeds ............. 119,989,328 236,095,988 201,353,725 49,541,906
12 Other unspent proceeds ............. 450,951,064      
13 Year of substantial completion ............. 2016
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 X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   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 X   X     X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X X   X     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   X   X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet     0.500 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet     0.500 %  
6 Total of lines 4 and 5 .............     1.000 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X   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   X   X   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   X   X   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   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X   X   X     X
b Exception to rebate? ........   X   X   X X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
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   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
EXPLANATORY STATEMENT FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP, INC., (CAREGROUP) WAS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND THESE ENTITIES' PHYSICIAN GROUPS AND OTHER AFFILIATED ENTITIES. CAREGROUP'S PURPOSE WAS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROWED DEBT AS AN OBLIGATED GROUP. THE FOLLOWING IS A LIST OF THE ENTITIES WHICH PARTICIPATED AS MEMBERS OF THE CAREGROUP OBLIGATED GROUP: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS - NEEDHAM (BID-NEEDHAM), MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH. THE INFORMATION REPORTED ON SCHEDULE K FOR BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH REFLECTS THE COMBINED CAREGROUP OBLIGATED GROUP DEBT ISSUED AFTER DECEMBER 31, 2002 WITH AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF $100,000.
SCHEDULE K (1 OF 2), PART 1, LINE A, COLUMN F DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES J BONDS: - TO CONSTRUCT A NEW INPATIENT BUILDING AT BETH ISRAEL DEACONESS MEDICAL CENTER INCLUDING ACUTE AND INTENSIVE CARE, OPERATING/ PROCEDURE ROOMS, ANCILLARY CLINICAL AND CLINICAL SUPPORT SPACES. - TO CONSTRUCT AN OUTPATIENT AMBULATORY CARE BUILDING AT BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM - FACILITY AND COMPUTER SYSTEM UPGRADES AT BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH. SCHEDULE K (1 OF 2), PART 1, LINE B, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES I BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES B BONDS, A PORTION OF THE CAREGROUP SERIES D BONDS AND ALL OF THE CAREGROUP SERIES E-1 BONDS CREATING AN IRREVOCABLE REFUNDING TRUST DATED MAY 12, 2016. - TO FINANCE AND REFINANCE THE ACQUISITION AND IMPLEMENTATION OF AN INTEGRATED INFORMATION TECHNOLOGY PLATFORM FOR MOUNT AUBURN HOSPITAL - TO FINANCE AND REFINANCE THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND THE CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO MISCELLANEOUS OBLIGATED GROUP FACILITIES SCHEDULE K (1 OF 2), PART 1, LINE C, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES H BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MILTON SERIES D BONDS, THE PLYMOUTH SERIES D BONDS, THE PLYMOUTH SERIES E BONDS, AND A PORTION OF THE CAREGROUP SERIES E BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 2, 2015 SCHEDULE K (1 OF 2), PART 1, LINE D, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES G BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 1,2012 SCHEDULE K (2 OF 2), PART 1, LINE A, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES F BONDS: - REFUNDING OF A PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 1, 2011 SCHEDULE K (1 OF 2) PART II, COLUMN A, LINE 3 THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $26,884,283 OF INVESTMENT EARNINGS. SCHEDULE K (1 OF 2) PART II, COLUMN B, LINE 3 THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. SCHEDULE K (1 OF 2) PART II, COLUMNS B, C & D, LINE 11 THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW SCHEDULE K (2 OF 2) PART II, COLUMN A, LINE 11 $8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER BEING REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW SCHEDULE K (1 OF 2) PART III, COLUMN B, LINE 6 TOTAL FINANCED PROPERTY USED IN A PRIVATE BUSINESS USE BY ENTITIES OTHER THAN A SECTION 501(C)(3) ORGANIZATION OR A STATE OR LOCAL GOVERNMENT AND FINANCED PROPERTY USED IN A PRIVATE BUSINESS USE AS A RESULT OF UNRELATED TRADE OR BUSINESS ACTIVITY CARRIED ON BY THE MEMBERS OF THE CAREGROUP OBLIGATED GROUP OR ANOTHER SECTION 501(C)(3) ORGANIZATION, OR A STATE OR LOCAL GOVERNMENT IS LESS THAN .1%. AS SUCH AND IN ACCORDANCE WITH THE INSTRUCTIONS FOR THE FORM 990, SCHEDULE K, THIS AMOUNT HAS BEEN REPORTED AS 0%. SCHEDULE K (1 OF 2) PART III, COLUMN D AND SCHEDULE K (2 OF 2) PART III, COLUMN A BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART III AS BOTH ISSUES WERE REFUNDINGS OF BONDS ISSUED PRIOR TO DECEMBER 31, 2002.
SCHEDULE K PART III QUESTIONS 2 AND 3: FOR THE PERIOD COVERED BY THIS FILING, FACILITIES FINANCED WITH TAX-EXEMPT BONDS WERE PRIMARILY OCCUPIED BY CAREGROUP AND ITS AFFILIATED TAX-EXEMPT ENTITIES, INCLUDING BUT NOT LIMITED TO THE MEDICAL CENTER, BID-NEEDHAM, BID-PLYMOUTH, BID-MILTON, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MAH, MAPS AND APG. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (I.E. CLEANING, PATIENT TRANSPORT, AND FOOD SERVICES) OR ENGAGE IN RESEARCH PURSUANT TO RESEARCH AGREEMENTS WITHIN TAX EXEMPT DEBT FINANCED SPACE. ANY SUCH AGREEMENTS IN PLACE AS OF SEPTEMBER 30, 2018 WERE REVIEWED TO ENSURE PROPER ACCOUNTING OF ANY PRIVATE USE GENERATED FROM SUCH ACTIVITIES. IN ADDITION, SUCH AGREEMENTS ARE GENERALLY REVIEWED BY INSIDE COUNSEL PRIOR TO FINALIZING.
Schedule K (Form 990) 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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
Return Reference Explanation
FORM 990, PART I AND PART III, LINE 1 DESCRIPTION OF ORGANIZATION'S MISSION THE MISSION OF THE BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, INC. (BID-PLYMOUTH OR HOSPITAL) IS TO IMPROVE THE HEALTH AND WELL-BEING OF ITS PATIENTS AND COMMUNITY BY PROVIDING A FULL CONTINUUM OF HEALTHCARE SERVICES WITH EXCELLENCE AND COMPASSION AS WELL AS ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), REGARDLESS OF THE PATIENT'S ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. BIDMC SERVED AS BID-PLYMOUTH'S SOLE MEMBER FOR THE PERIOD COVERED BY THIS FILING. SERVING THE GREATER PLYMOUTH REGION, BID-PLYMOUTH AND ITS AFFILIATES COLLABORATE WITH COMMUNITY LEADERS, PUBLIC AND PRIVATE AGENCIES AND BUSINESSES, TO PROVIDE HEALTH PROMOTION, HEALTH PROTECTION, AND PREVENTIVE SERVICES TO MEET THE BROAD RANGE OF THE COMMUNITY'S HEALTH AND WELLNESS NEEDS AS IDENTIFIED THROUGH COMMUNITY FEEDBACK AND FORMAL COMMUNITY NEEDS ASSESSMENTS. AS PART OF ITS MISSION TO SUPPORT COMMUNITY HEALTH, THE HOSPITAL IS COMMITTED TO ASSESSING ROOT CAUSES OF HEALTH DISPARITIES AND TO ASSISTING IN IMPROVING HEALTH CARE FOR THE DISADVANTAGED AND UNDERSERVED. BID-PLYMOUTH IS A 164-BED ACUTE CARE HOSPITAL SERVING MORE THAN 250,000 RESIDENTS IN PLYMOUTH AND BARNSTABLE COUNTIES, INCLUDING THE COMMUNITIES OF BOURNE, CARVER, DUXBURY, HALIFAX, KINGSTON, LAKEVILLE, PEMBROKE, PLYMPTON, PLYMOUTH, MARSHFIELD, MIDDLEBORO, SANDWICH AND WAREHAM. THE HOSPITAL IS THE REGION'S LEADING PROVIDER OF HIGH-QUALITY HEALTHCARE, PROVIDING COMPREHENSIVE HEALTHCARE RANGING FROM PRIMARY AND PREVENTIVE CARE TO SPECIALTY SERVICES. THROUGHOUT BID-PLYMOUTH, QUALITY IMPROVEMENT IS PARAMOUNT AND ENCOMPASSES BOTH CLINICAL OUTCOMES AND THE SERVICE COMPONENTS OF ALL INTERACTIONS WITH PATIENTS AND THEIR FAMILIES. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER, IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL WAS THE SOLE MEMBER OF BID-PLYMOUTH FOR THE PERIOD COVERED BY THIS FILING. BIDMC IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND IS RECOGNIZED NATIONALLY FOR THE CLINICAL EXCELLENCE OF ITS FACULTY AND THE PATIENT CARE PROVIDED, AS WELL AS FOR THE MAGNITUDE AND BREADTH OF ITS RESEARCH AND FOR ITS COMMITMENT TO MEDICAL EDUCATION. MANY BID-PLYMOUTH PHYSICIANS ALSO HOLD APPOINTMENTS AT HARVARD OR OTHER MAJOR MEDICAL SCHOOLS AND ARE TIED CLOSELY WITH THEIR COLLEAGUES AT OTHER ACADEMIC MEDICAL CENTERS.
FORM 990, PART III LINE 4A INPATIENT BID-PLYMOUTH PROVIDES A WIDE RANGE OF INPATIENT CARE INCLUDING SURGICAL SERVICES, INTENSIVE AND CARDIAC CARE, OBSTETRICS, SENIOR BEHAVIORAL HEALTH, AND COMPLETE DIAGNOSTIC FACILITIES. THE HOSPITAL'S INPATIENT UNITS INCLUDE 120 GENERAL MEDICAL/SURGICAL BEDS, 13 CRITICAL CARE BEDS, 12 OBSTETRICS BEDS, 13 NURSERY BASSINETS IN THE BIRTHPLACE, AND 19 BEDS IN A SECURE SENIOR BEHAVIORAL HEALTH UNIT. SURGICAL SERVICES ARE AVAILABLE 24 HOURS A DAY FOR CRITICALLY ILL OR INJURED PATIENTS REQUIRING IMMEDIATE SURGICAL INTERVENTION, OR FOR OTHER PATIENTS ON A NON-EMERGENT OR ELECTIVE BASIS. BID-PLYMOUTH'S HIGHLY QUALIFIED SURGEONS PERFORM ORTHOPEDIC PROCEDURES AND IMPLANTS, NEUROSURGERY, PLASTIC RECONSTRUCTION, GASTROINTESTINAL, GENERAL SURGICAL (INCLUDING BREAST), GYNECOLOGICAL, OPHTHALMOLOGIC, OTOLARYNOGOLOGIC, PODIATRIC, AND UROLOGICAL PROCEDURES. LIMITED VASCULAR AND THORACIC SURGERY IS ALSO PERFORMED. PATIENTS ARE UNDER THE CARE OF THE HOSPITAL'S MEDICAL STAFF, HOSPITALISTS, MID-LEVEL PROVIDERS AND SURGEONS IN GENERAL AND SPECIALTY PRACTICE. THE NURSING CARE TEAM CONSISTS OF REGISTERED NURSES AND QUALIFIED ANCILLARY CLINICIANS WORKING COLLABORATIVELY WITH SURGICAL AND ANESTHESIA PHYSICIANS. THE SCOPE OF NURSING PRACTICE IN THE PERIOPERATIVE AREA INCLUDES PREOPERATIVE ASSESSMENT AND PLANNING, INTRA-OPERATIVE INTERVENTION, POSTOPERATIVE ASSESSMENT AND INTERVENTION, DISCHARGE PLANNING AND DOCUMENTATION TO ENSURE HIGH QUALITY PATIENT CARE AND SAFETY. THE INPATIENT POPULATION THAT IS SERVED INCLUDES CHILDREN UNDER 15 YEARS OF AGE REQUIRING MINOR OUTPATIENT SURGERY AND ANY INDIVIDUALS WHO ARE 15 YEARS AND OLDER WHO REQUIRE MINOR OR MAJOR SURGICAL INTERVENTION. DURING THE PERIOD OCTOBER 1, 2017 TO SEPTEMBER 30, 2018 THE HOSPITAL HAD 10,793 ADMISSIONS, 825 NEWBORN DELIVERIES, 46,592 INPATIENT DAYS, AND PERFORMED 2,125 INPATIENT SURGICAL PROCEDURES.
FORM 990, PART III LINE 4B EMERGENCY DEPARTMENT AS PREVIOUSLY NOTED IN THIS FILING, BIDMC IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH FOR THE PERIOD COVERED BY THIS FILING. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) IS AN INTEGRALLY RELATED PHYSICIAN PRACTICE OF BIDMC AND ITS AFFILIATES AND IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. APHMFP PHYSICIANS PROVIDE AROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE BID-PLYMOUTH EMERGENCY DEPARTMENT. THESE PHYSICIANS ARE ALL CERTIFIED OR BOARD-ELIGIBLE IN LEVEL 1 TRAUMA. DURING THE FISCAL YEAR COVERED BY THIS FILING, BID-PLYMOUTH HAD 46,952 EMERGENCY DEPARTMENT VISITS.
FORM 990, PART III LINE 4C OUTPATIENT CLINICS AND SERVICES BID-PLYMOUTH PROVIDES A COMPREHENSIVE PROGRAM OF CLINICAL SERVICES ENCOMPASSING GENERAL INTERNAL MEDICINE AND ALL THE SUBSPECIALTIES OF INTERNAL MEDICINE, COVERING THE GAMUT OF SERVICES FROM PRIMARY TO TERTIARY CARE AS WELL AS PROVIDING SURGICAL SERVICES ON AN OUTPATIENT BASIS. THE HOSPITAL'S MEDICAL STAFF BLENDS EXPERIENCED PRIMARY CARE PHYSICIANS AND SPECIALISTS IN A WIDE VARIETY OF DISCIPLINES. THE BID-PLYMOUTH SERVICES AND CENTERS OF EXCELLENCE INCLUDE: - AIDS/HIV CARE, EDUCATION, AND SUPPORT - ANTICOAGULATION CLINIC - BREAST CENTER - CANCER CARE SERVICES: RADIATION AND MEDICAL ONCOLOGY, ONCOLOGY SOCIAL WORK, GENETIC COUNSELING AND TESTING, AND SURGERY - CARDIOVASCULAR SERVICES: DIAGNOSTIC AND INTERVENTIONAL - CARDIAC & PULMONARY REHABILITATION - DIABETES/ENDOCRINOLOGY - ENDOSCOPY - HOSPICE AND PALLIATIVE CARE - IMAGING/RADIOLOGY SERVICES: DIGITAL MAMMOGRAPHY, MRI, BREAST MRI, CT, PET/CT, ULTRASOUND, NUCLEAR MEDICINE, GENERAL X-RAY - LUNG CANCER PROGRAM - NEUROLOGY - OCCUPATIONAL HEALTH - OBSTETRICS, GYNECOLOGY, AND MIDWIFERY - ORTHOPEDICS - PATHOLOGY - PAIN MANAGEMENT - PODIATRY - PRIMARY & FAMILY CARE - PHYSICAL THERAPY /REHAB - SLEEP CENTER - SPINE CARE - STROKE SERVICES - SUBSTANCE ABUSE & BEHAVIORAL HEALTH - SURGERY: GENERAL, LAPAROSCOPIC, NEUROSURGERY, OTOLARYNGOLOGY, THORACIC, VASCULAR - UROLOGY - VEIN CENTER - WOUND HEALING & HYPERBARIC CENTER IN ADDITION, DIAGNOSTIC FACILITIES INCLUDE A COMPLETE 24-HOUR HISTOPATHOLOGY LABORATORY AND BLOOD BANKING SERVICES AS WELL AS DIAGNOSTIC IMAGING INCLUDING CT SCANNING, ULTRASOUND, ULTRASONIC CARDIOGRAPHY, BONE DENSITOMETRY, NUCLEAR MEDICINE, PLAIN FILM RADIOLOGY AND FLUOROSCOPY. IN ADDITION, THE HOSPITAL'S PICTURE ARCHIVAL AND COMMUNICATION SYSTEM (PACS) CAN INSTANTANEOUSLY TRANSMIT RADIOLOGIC IMAGES BETWEEN BID-PLYMOUTH AND BIDMC, MEANING THAT PATIENTS IN PLYMOUTH HAVE ACCESS TO THE SAME WORLD-CLASS SPECIALISTS AS PATIENTS AT BIDMC. THE SYSTEM FACILITATES, WHEN NECESSARY, MULTI-DISCIPLINARY EVALUATION OF IMAGES, RESULTING IN IMPROVED TECHNICAL PERFORMANCE AND FEEDBACK AND DIAGNOSES WITH GREATER DIAGNOSTIC ACCURACY. DURING THE FISCAL PERIOD COVERED BY THIS FILING, THERE WERE 285,000 OUTPATIENT ENCOUNTERS AT BID-PLYMOUTH, INCLUDING 4,143 AMBULATORY SURGICAL PROCEDURES, 18,853 ONCOLOGY VISITS, 28,689 PHYSICAL THERAPY VISITS, 5,826 ENDOSCOPIES, 4,183 PAIN CLINIC VISITS, 5,078 WOUND CENTER VISITS, 36,580 RADIOLOGIC EXAMS, 16,659 MAMMOGRAMS, 31,769 CT SCANS, 13,412 ULTRASOUND SCANS, 2,519 NUCLEAR MEDICINE EXAMS, AND 8,037 MRIS. SEE SCHEDULE H FOR ADDITIONAL INFORMATION ON CHARITY CARE AND COMMUNITY BENEFITS.
FORM 990, PART IV, QUESTION 12 AND 12A STATEMENT RE AUDITED FINANCIAL STATEMENTS THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2018. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE MEDICAL CENTER AND THE ENTITIES WHICH WERE ITS SUBSIDIARIES DURING THE FISCAL PERIOD COVERED BY THIS FILING, (MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH), JORDAN HEALTH SYSTEMS, INC. AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER).
FORM 990,PART IV, QUESTION 24A STATEMENT REGARDING TAX EXEMPT BOND ISSUE AS DESCRIBED IN THIS FORM 990, FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP, INC., WAS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF THE MEDICAL CENTER. DURING THAT SAME PERIOD THE MEDICAL CENTER SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH, BID-PLYMOUTH WAS A MEMBER OF THE CAREGROUP OBLIGATED GROUP AND ITS TAX EXEMPT BOND FINANCING IS ISSUED THROUGH CAREGROUP. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE CAREGROUP OBLIGATED GROUP OUTSTANDING DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002 ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON THE BID-PLYMOUTH BALANCE SHEET.
FORM 990,PART IV, QUESTION 24B INVESTMENT OF TAX-EXEMPT BOND PROCEEDS BEYOND THE TEMPORARY PERIOD EXCEPTION PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS.
FORM 990,PART V,QUESTION 7G CONTRIBUTIONS OF INTELLECTUAL PROPERTY BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
FORM 990, PART V,QUESTION 7H CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C.
FORM 990, PART VI, SECTION A, LINE 2 BUSINESS AND FAMILY RELATIONSHIPS THE FOLLOWING BIDP OFFICERS, DIRECTOR/TRUSTEES, AND KEY EMPLOYEES HAVE BUSINESS OR FAMILY RELATIONSHIPS: - CLARK HINKLEY AND SHAWN DAHLEN -- BUSINESS RELATIONSHIP - SHAWN DAHLEN AND JOHN CARNUCCIO - BUSINESS RELATIONSHIP - JOSHUA STUHLFAUT, MD AND STEPHEN TREHU, MD - BUSINESS RELATIONSHIP IN ADDITION TO THE RELATIONSHIPS NOTED ABOVE AND AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, CAREGROUP WAS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, WHICH MERGED INTO BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER OR BIDMC) EFFECTIVE MARCH 1, 2019. CAREGROUP'S PURPOSE WAS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MADE UP THE CAREGROUP SYSTEM. FOR THE PERIOD COVERED BY THIS FILING CAREGROUP SERVED AS THE SOLE MEMBER OF BIDMC FOR THE PERIOD COVERED BY THIS FILING, THE MEDICAL CENTER SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH, BID-NEEDHAM, APG, BID-MILTON AND JORDAN HEALTH SYSTEMS, INC. (JHSI). IN ADDITION, HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES. CAREGROUP ALSO SERVED AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH). IN TURN, NEBH SERVES AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA) AND MAH SERVES AS THE SOLE MEMBER OF MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) AND CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.
FORM 990, PART VI, SECTION A, LINE 6 STATEMENT RE MEMBERS OR STOCKHOLDERS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER. BIDMC, A FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, IS KNOWN FOR ITS EXEMPLARY PATIENT CARE, CONDUCTING "LEADING EDGE" CLINICAL AND BASIC SCIENCE RESEARCH AND SUPPORTING OUTSTANDING EDUCATIONAL PROGRAMS. BIDMC IS A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986 AS AMENDED, AND ACTING THROUGH ITS BOARD OF DIRECTORS, FOR THE PERIOD COVERED BY THIS FILING, WAS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH OR HOSPITAL). PURSUANT TO THE BYLAWS OF BID-PLYMOUTH, THE MEDICAL CENTER AS SOLE CORPORATE MEMBER OF THE HOSPITAL (THE MEMBER) HAD THE RIGHT TO APPOINT THREE OF THE HOSPITAL'S MAXIMUM OF SEVENTEEN ELECTED VOTING DIRECTORS. THE REMAINING DIRECTORS WERE NOMINATED BY THE BOARD OF DIRECTORS AND SUBMITTED TO THE MEMBER FOR APPROVAL. FOR THE PERIOD COVERED BY THIS FILING, A DIRECTOR COULD BE REMOVED FROM OFFICE BY THE MEMBER, EITHER WITH OR WITHOUT CAUSE. IN ADDITION, THE MEMBER COULD FILL ANY BOARD VACANCIES WITH PERSONS NOMINATED BY THE BOARD, UNLESS THE VACANCY WAS CREATED BY THE DEPARTURE OF A MEMBER-APPOINTED DIRECTOR, IN WHICH CASE THE MEMBER COULD ELECT A PERSON NOT NOMINATED BY THE BOARD. ADDITIONALLY, THE MEDICAL CENTER AS SOLE MEMBER HAD THE FOLLOWING RIGHTS AS NOTED IN THE BYLAWS: 1.THE MEMBER SHALL HAVE THE FOLLOWING RESERVED POWERS WHICH IT MAY EXERCISE ON ITS OWN INITIATIVE UPON A TWO-THIRDS (2/3) VOTE OF ITS DIRECTORS ELIGIBLE TO VOTE ON ITS BOARD OF DIRECTORS, WITH OR WITHOUT THE APPROVAL OF THE BOARD OF DIRECTORS OF THE HOSPITAL, OR UPON A MAJORITY VOTE OF ITS DIRECTORS ELIGIBLE TO VOTE IN THE EVENT THE BOARD OF DIRECTORS OF THE HOSPITAL HAS RECOMMENDED ANY OF THE LISTED ACTIONS: A.REMOVE A MEMBER OF THE HOSPITAL'S BOARD OF DIRECTORS; B.UPON PRIOR DISCUSSION WITH THE BOARD, ESTABLISH OR MODIFY THE COMPENSATION OF, AND/OR APPOINT OR REMOVE THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE HOSPITAL UPON PRIOR CONSULTATION WITH THE HOSPITAL'S BOARD OF DIRECTORS; C.AMEND THE HOSPITAL'S BYLAWS OR ARTICLES OF ORGANIZATION; D.CAUSE THE HOSPITAL TO ENTER INTO: (I)MANAGED CARE CONTRACTS, OTHER PAYER AGREEMENTS, EXCLUSIVE CONTRACTS, AGREEMENTS-NOT-TO-COMPETE, OR SIMILAR ARRANGEMENTS (II)CONTRACTS FOR MANAGEMENT SERVICES WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT; OR (III)OTHER MULTI-YEAR SERVICE CONTRACTS WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT; E.MERGE OR OTHERWISE CONSOLIDATE THE HOSPITAL WITH ANOTHER ENTITY; F.DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE HOSPITAL'S PROPERTY AND ASSETS OR DISPOSE OF ANY HOSPITAL SUBSIDIARY OR AFFILIATED CORPORATIONS; G.CREATE OR ACQUIRE A HOSPITAL SUBSIDIARY OR AFFILIATED CORPORATION; H.DISCONTINUE OR INSTITUTE A CLINICAL DEPARTMENT OR DEPARTMENTS OR PROGRAMS, WHICH COULD REASONABLY BE ANTICIPATED TO MATERIALLY AND ADVERSELY AFFECT THE HOSPITAL'S FINANCIAL STATUS OR ITS ABILITY TO CONTINUE TO CONDUCT ITS BUSINESS; I.TO THE EXTENT LEGALLY PERMISSIBLE, TAKE SUCH ACTIONS TO CAUSE ASSETS OF THE HOSPITAL TO BE TRANSFERRED, OTHER THAN IN THE ORDINARY COURSE OF CONDUCT OF HOSPITAL BUSINESS, TO THE MEMBER TO ADVANCE THE CHARITABLE PURPOSES OF THE MEMBER OR THE HOSPITAL; AND J.TO DISSOLVE THE HOSPITAL TO THE EXTENT PERMITTED BY LAW. 2.IN ADDITION, THE FOLLOWING ACTIONS OF THE HOSPITAL'S BOARD OF DIRECTORS REQUIRED THE PRIOR APPROVAL OF THE MEMBER: A.REMOVAL OF A MEMBER OF THE HOSPITAL BOARD; B.ANY ACTION LISTED AS A MEMBER RESERVED POWER IN THE BYLAWS; C.APPROVAL OF THE HOSPITAL'S STRATEGIC, FINANCIAL AND OPERATIONAL PLANS; D.APPROVAL OF THE HOSPITAL'S ANNUAL OPERATING AND CAPITAL BUDGETS; E.THE APPOINTMENT OF THE INDEPENDENT AUDITOR AND APPROVAL OF THE INDEPENDENT FINANCIAL AUDITS; F.ENTRY INTO MANAGED CARE CONTRACTS, EXCLUSIVE CONTRACTS AND OTHER MULTI-YEAR MATERIAL CONTRACTS; G.ENTRY INTO ANY PARTNERSHIP/AFFILIATION ARRANGEMENTS OR JOINT VENTURE PROPOSALS; AND H.AMENDMENTS TO THE BYLAWS OR ARTICLES OF ORGANIZATION OF THE HOSPITAL.
FORM 990, PART VI, SECTION A, LINE 7A SEE STATEMENT ABOVE
FORM 990, PART VI, SECTION A, LINE 7B STATEMENT RE DECISION OF GOVERNING BODY SUBJECT TO APPROVAL - SEE LINE 6 STATEMENT ABOVE.
FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, FOR THE PERIOD COVERED BY THIS FILING OCTOBER 1, 2017 TO SEPTEMBER 30, 2018 (FISCAL YEAR ENDED SEPTEMBER 30, 2018) BETH ISRAEL DEACONESS MEDICAL CENTER SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH AND CAREGROUP SERVED AS THE SOLE MEMBER OF THE MEDICAL CENTER. EFFECTIVE MARCH 1, 2019, PURSUANT TO A PLAN OF STATUTORY MERGER, CAREGROUP MERGED INTO THE MEDICAL CENTER AND BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF THE MEDICAL CENTER. THIS FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF BID-PLYMOUTH, THE TAX DIRECTOR OF BILH AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS MADE AVAILABLE TO EACH MEMBER OF THE BID-PLYMOUTH BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BIDP) HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF BIDP ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, DIRECTORS OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A CONFLICT OF INTEREST. FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), A TERTIARY CARE ACADEMIC MEDICAL CENTER EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, SERVED AS THE SOLE MEMBER OF BIDP. THE BIDMC OFFICE OF COMPLIANCE AND BUSINESS CONDUCT ADMINISTERED A CONFLICT OF INTEREST QUESTIONNAIRE PROCESS ANNUALLY IN CONJUNCTION WITH THE BIDP OFFICE OF COMPLIANCE AND BUSINESS CONDUCT AND PROVIDED A SUMMARY OF POSITIVE RESPONSES TO BIDP'S CHIEF COMPLIANCE & PRIVACY OFFICER WHO MET WITH THE BID-PLYMOUTH CONFLICT OF INTEREST SUB-COMMITTEE FOR REVIEW AND DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRED ACTION UNDER THE CONFLICT OF INTEREST POLICY WAS SUBJECT TO ONGOING REVIEW BY BIDP. PURSUANT TO THE CONFLICT OF INTEREST POLICY (CMPL0001), CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. AS PREVIOUSLY NOTED IN THIS FILING, FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP SERVED AS THE SOLE MEMBER OF THE MEDICAL CENTER. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE MEDICAL CENTER OFFICE OF COMPLIANCE AND BUSINESS CONDUCT AND THE CAREGROUP TAX DEPARTMENT JOINTLY ISSUED A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE BID-PLYMOUTH BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS WAS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR BID-PLYMOUTH TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES.
FORM 990, PART VI, SECTION B, LINE 15 DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATIONS CEO AND OTHER OFFICERS AND KEY EMPLOYEES BID-PLYMOUTH HAS AN EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS, THE CHIEF FINANCIAL OFFICER AND THE VICE PRESIDENT OF HUMAN RESOURCES. THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION STRUCTURE OF THE CHIEF EXECUTIVE OFFICER, CHIEF NURSING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF MEDICAL OFFICER, CHIEF OPERATING OFFICER, CHIEF INFORMATION OFFICER SR. VICE PRESIDENTS AND VICE PRESIDENTS. THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE EXECUTIVE COMPENSATION COMMITTEE APPROVES RECOMMENDATIONS FOR INCENTIVE COMPENSATION TO THESE INDIVIDUALS ON AN ANNUAL BASIS AND AS SUCH, REVIEWS TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS ANNUALLY. IN SETTING COMPENSATION, THE EXECUTIVE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEY STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY AN INDEPENDENT CONSULTING FIRM. TO ENSURE INDEPENDENCE, ONCE THE DATA WAS PRESENTED, NO BID-PLYMOUTH STAFF WAS PRESENT FOR THESE DISCUSSIONS. THE EXECUTIVE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS LISTED ABOVE EXCEPT FOR THE CEO WHICH WAS APPROVED BY THE FULL BID-PLYMOUTH BOARD. IN ADDITION, AS NOTED THROUGHOUT THIS NARRATIVE SUPPORT TO THE FORM 990, BIDMC IS THE SOLE MEMBER OF BID-PLYMOUTH AND THE BIDMC COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE BID-PLYMOUTH CEO AND THE INFORMATION IS REPORTED TO THE FULL BIDMC BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, INC. 275 SANDWICH STREET PLYMOUTH, MA 02360
FORM 990, PART XI, LINE 9: TRANSFER TO AFFILIATES -6,796,272. ASSETS RELEASED FROM RESTRICTION 438,624. PENSION ADJUSTMENT 4,578,695. OTHER 145.
FORM 990, PART XII,QUESTION 2B, 2C AND 2D FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHT AS PREVIOUSLY REPORTED IN THIS FILING, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BIDP) IS A PUBLIC CHARITY AND A COMMUNITY HOSPITAL, EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ALSO AS PREVIOUSLY NOTED, FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER, A TERTIARY CARE ACADEMIC MEDICAL CENTER, FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, AN ENTITY EXEMPT FROM INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, WAS THE SOLE MEMBER OF BIDP. THE FINANCIAL RECORDS OF BIDP WERE AUDITED AS PART OF THE BIDMC CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS, AND FOR THE PERIOD COVERED BY THIS FILING THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THESE FINANCIAL STATEMENTS. THIS PROCESS WAS MONITORED AND REVIEWED INTERNALLY BY BOTH THE BIDMC AND BIDP COMPLIANCE, AUDIT AND RISK COMMITTEES.
FORM 990 SCHEDULE L PART IV DISCLOSURES DESCRIPTION OF TRANSACTIONS INVOLVING INTERESTED PERSONS VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF BID- PLYMOUTH MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BID-PLYMOUTH. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. BID-PLYMOUTH MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, BID-PLYMOUTH MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE BID-PLYMOUTH CONFLICT OF INTEREST POLICY.
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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH
INC
Employer identification number

22-2667354
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

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

BOSTON,MA02215
32-0058309
TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(2)BI ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
04-2997215
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(3)BI COMMUNITY FOUNDATION INC
330 BROOKLINE AVE

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

BOSTON,MA02215
04-3079630
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(5)BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
20-8253452
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(6)BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
04-3030397
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(7)BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
20-4974585
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(8)BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
110 FRANCIS STREET

BOSTON,MA02215
02-0671240
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(9)BI DEACONESS HOSPITAL - NEEDHAM INC
148 CHESTNUT ST

NEEDHAM,MA02492
04-3229679
HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) LINE 3 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(10)BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE

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

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

BOSTON,MA02215
04-2794855
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(13)BI DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
04-3117601
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(14)BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
22-2548374
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(15)BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
04-2571853
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(16)CAREGROUP INC
109 BROOKLINE AVE

BOSTON,MA02215
22-2629185
OVERSEE FINCIAL HEALTH OF AFFILIATES MA 501(C)(3) LINE 12C, III-FI N/A
 
No
(17)CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH
330 BROOKLINE AVE

BOSTON,MA02215
04-3326928
DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCH MA 501(C)(3) LINE 12A, I N/A
 
No
(18)CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
330 BROOKLINE AVE RABB 2

BOSTON,MA02215
04-3242952
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(19)MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
400 HUNNEWELL ST

NEEDHAM,MA02494
04-2810972
OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES MA 501(C)(3) LINE 10 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(20)MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN ST

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

CAMBRIDGE,MA02138
04-3026897
OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES MA 501(C)(3) LINE 12A, I MOUNT AUBURN HOSPITAL
 
 
No
(22)NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVE

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

BOSTON,MA02120
04-3235796
OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH MA 501(C)(3) LINE 3 NEW ENGLAND BAPTIST HOSPITAL INC
 
 
No
(24)LONGWOOD MEDICAL ENERGY COLLABORATIVE
164 LONGWOOD AVE STE 110

BOSTON,MA02115
04-3476764
COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS MA 501(C)(3) LINE 12A, I N/A
 
No
(25)HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVE

BOSTON,MA02215
22-2768204
GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS MA 501(C)(3) LINE 10 N/A
 
No
(26)BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
199 REEDSDALE RD

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

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

MILTON,MA02186
22-2566792
PROMOTE HEALTHCARE MA 501(C)(3) LINE 12A, I BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(29)BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
275 SANDWICH ST

PLYMOUTH,MA20186
22-2667354
HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) LINE 3 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(30)JORDAN HEALTH SYSTEMS INC
275 SANDWICH ST

PLYMOUTH,MA02360
04-2103805
PROMOTE HEALTHCARE MA 501(C)(3) LINE 7 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
(31)JORDAN PHYSICIANS ASSOCIATES INC
275 SANDWICH ST

PLYMOUTH,MA02360
04-3228556
OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) LINE 10 JORDAN HEALTH SYSTEMS INC
 
 
No
(32)BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVE W/CC-2

BOSTON,MA02215
36-4803234
SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(33)CAREGROUP PARMENTER HOME CARE & HOSPICE INC
330 MT AUBURN ST

CAMBRIDGE,MA02138
47-3111453
HOME CARE & HOSPICE MA 501(C)(3) LINE 12A, I MOUNT AUBURN HOSPITAL
 
 
No
(34)BAIM INSTITUTE OF CLINICAL RESERCH INC FKA HCRI
930 W COMMONWEALTH AVE

BOSTON,MA02215
04-3521077
SCIENTIFIC & MEDICAL RESEARCH MA 501(C)(3) LINE 7 N/A
 
No
(35)LONGWOOD MEDICAL INTL FOUNDATION
185 PILGRIM ROAD BOST

BOSTON,MA02215
04-3208878
INACTIVE CORPORATION MA 501(C)(3) LINE 12A, I HMFP AT BIDMC
 
 
No
(36)BIDMC PHARMACY INC
330 BROOKLINE AVE

BOSTON,MA02215
82-2526816
OPERATE A SPECIALTY PHARMACY MA 501(C)(3) LINE 12A, I BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
 
No
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) BETH ISRAEL DEACONESS PHYS ORG LLC DBA BIDCO

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

ONE UNIVERSITY AVE NORTH ENTRANCE
WESTWOOD,MA02090
46-1589743
COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A
                 
(3) BIDCO HOSPITAL LLC

ONE UNIVERSITY AVE NORTH ENTRANCE
WESTWOOD,MA02090
46-1643790
COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA BIDMC
 
RELATED -850,113 -364,211   No     No 11.200 %
(4) CAREGROUP CLINICAL RESEARCH LLC

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

109 BROOKLINE AVENUE
BOSTON,MA02215
04-3278109
INVESTMENT PARTNERSHIP MA BIDMC
 
EXCLUDED 774,183 25,559,606   No 28,319   No 2.310 %
(6) PHYSICIAN PROFESSIONAL SERVICES LLP

10 CABOT ROAD
MEDFORD,MA02215
04-3275078
TO PROVIDE MEDICAL BILLING SERVICES MA N/A
                 
(7) NEW ENGLAND BAPTIST ORTHOPEDIC NETWORK LLC

125 PARKER HILL AVE
BOSTON,MA02120
46-5120176
TO PROVIDE ORTHOPEDIC MEDICAL SERVICES MA N/A
                 
(8) DEDHAM MEDICAL URGENT CARE CENTER AFFILIATED WITH BETH ISRAEL DEACONESS MED

275 GROVE STREET STE 3-300
NEWTON,MA02466
46-3745783
URGENT CARE CENTER PROVIDING TREATMENT FOR NON-LIFE THREATENING ILLNESSES & DE N/A
                 
(9) BCD HOSPITAL ENERGY COLLABORATIVE LLC

375 LONGWOOD AVE
BOSTON,MA02215
82-1711826
LONG-TERM ENERGY SUPPLY PLANNING & ACQUISITION OF RELIABLE LOW-COST ENERGY DE N/A
                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ANESTHESIA FINANCIAL SOLUTIONS INC

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

275 SANDWICH ST
PLYMOUTH,MA02360
45-4047430
COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH MA N/A
C         No










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
 
No
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
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
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
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 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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