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
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2018 , and ending 09-30-2019
BCheck if applicable:
CName of organization
HARVARD MEDICAL FACULTY PHYSICIANS AT
BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
375 LONGWOOD AVENUE 3RD FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02215
D Employer identification number

22-2768204
E Telephone number

G Gross receipts $ 553,107,983
F Name and address of principal officer:
ALEXA B KIMBALL MD MPH
375 LONGWOOD AVENUE 3RD FLOOR
BOSTON,MA02215
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HMFPHYSICIANS.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: 1998
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 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 5
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 1,440
6 Total number of volunteers (estimate if necessary) ............. 6 5
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,771,151
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 527,523,143 549,253,551
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,256,002 3,854,432
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 530,779,145 553,107,983
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 179,903 165,703
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) 432,727,104 460,687,781
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 81,219,458 83,443,726
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 514,126,465 544,297,210
19 Revenue less expenses. Subtract line 18 from line 12....... 16,652,680 8,810,773
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 248,059,460 254,750,430
21 Total liabilities (Part X, line 26)............. 89,848,334 90,459,120
22 Net assets or fund balances. Subtract line 21 from line 20..... 158,211,126 164,291,310
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 (2018)
Form 990 (2018)
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 $ 373,104,101 including grants of $ 117,569 ) (Revenue $ 387,690,215 )
PATIENT SERVICES - SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 34,892,725 including grants of $ 10,995 ) (Revenue $ 36,256,819 )
TEACHING - SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 35,962,795 including grants of $ 11,332 ) (Revenue $ 37,368,723 )
RESEARCH - SEE SCHEDULE O.
(Code:   ) (Expenses $ 81,897,664 including grants of $ 25,807 ) (Revenue $ 85,099,367 )
OTHER - SEE SCHEDULE O.
4d Other program services (Describe in Schedule O.)
(Expenses $ 81,897,664 including grants of $ 25,807 ) (Revenue $ 85,099,367 )
4e Total program service expensesMediumBullet525,857,285
Form 990 (2018)
Form 990 (2018)
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)? ...
2
 
No
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 I.............
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 II..............
4
 
No
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 III.................
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 VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
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) ....
17
 
No
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............
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
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, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
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
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
229
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 (2018)
Form 990 (2018)
Page 5
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
1,440
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
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
 
No
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
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
23
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
5
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
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:
MediumBulletMEGHAN AGNEW375 LONGWOOD AVENUE 3RD FLOOR   BOSTON,MA02215 (781) 528-2856
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BARNETT MD SHEILA......................................................................
DIRECTOR AT-LARGE
 60.00
.................
0.00 		X           479,359 0 88,125
(2) BUNTIN MELINDA......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(3) CHAIKOF MD PHD ELLIOT L......................................................................
DIRECTOR (EX-OFF)/SURG CHAIR
 35.00
.................
30.00 		X           548,866 548,866 121,758
(4) GEBHARDT MD MARK C......................................................................
DIR (EX-OFF) & ORTH SURG CHAIR
 33.00
.................
30.00 		X           435,317 435,317 91,972
(5) GOLEN MD TONI......................................................................
DIRECTOR, ACTING CHIEF
 59.00
.................
1.00 		X           378,682 0 88,489
(6) GREENBERG MD WILLIAM......................................................................
DIR (EX-OFF), PSYCHIATRY CHAIR
 35.00
.................
32.00 		X           263,898 263,898 51,292
(7) HEALY PETER......................................................................
DIRECTOR
 1.00
.................
64.00 		X           0 783,650 87,709
(8) KIMBALL MD MPH ALEXA B......................................................................
DIR (EX-OFF), PRESIDENT & CEO
 60.00
.................
5.00 		X   X       901,525 0 85,926
(9) KRUSKAL MD PHD JONATHAN B......................................................................
DIR (EX-OFF)/RADIOLOGY CHAIR
 33.00
.................
32.00 		X           390,440 390,440 67,774
(10) MCDERMOTT ESQ SHAW......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(11) OLBRICHT MD SUZANNE......................................................................
DIRECTOR (EX-OFF)/DERM CHAIR
 33.00
.................
32.00 		X           311,863 311,863 80,568
(12) PURSLEY MD DEWAYNE M......................................................................
DIRECTOR (EX-OFF)/NEONAT CHAIR
 33.00
.................
32.00 		X           337,787 397,397 87,124
(13) RICCIOTTI MD HOPE A......................................................................
DIRECTOR (EX-OFF)/OBGYN CHAIR
 33.00
.................
32.00 		X           265,931 265,931 84,490
(14) SAFFITZ MD PHD JEFFREY E......................................................................
DIRECTOR (EX-OFF)/PATH CHAIR
 33.00
.................
32.00 		X           338,785 338,785 54,906
(15) SAPER MD CLIFFORD B......................................................................
DIRECTOR(EX-OFF)/NEURO CHAIR
 33.00
.................
32.00 		X           291,799 291,799 62,070
(16) SINGER MBA PHD SARAH J......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(17) STEVENSON MD PHD MARY ANN......................................................................
CHAIR,EXO DIR/CLERK/RADONC CHR
 34.00
.................
31.00 		X   X       381,275 381,275 76,216
Form 990 (2018)
Form 990 (2018)
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) TABB MD KEVIN........................................................................
DIRECTOR (EX-OFFICIO)
 1.00
.......................65.00 		X           0 1,756,953 143,704
(19) TALMOR MD MPH DANIEL........................................................................
DIR (EX-OFF)/ANESTHESIA CHAIR
 33.00
.......................32.00 		X           388,794 388,794 87,124
(20) WASHINGTON MD VINDELL........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(21) WEE MD MPH CHRISTINA........................................................................
DIRECTOR
 60.00
.......................0.00 		X           231,726 0 26,902
(22) WOLF JACQUELINE MD........................................................................
DIRECTOR; GASTROENTEROLOGIST
 60.00
.......................0.00 		X           223,368 0 44,282
(23) WOLFE MD RICHARD E........................................................................
DIR (EX-OFF)/EMERG MED CHAIR
 32.00
.......................34.00 		X           323,125 323,125 58,568
(24) ZALE DONALD........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(25) ZEIDEL MD MARK L........................................................................
DIR (EX-OFFICIO)/MED CHAIR
 31.00
.......................34.00 		X           403,896 403,896 73,326
(26) GUAY AMY........................................................................
TREASURER, CFO, VP OF FINANCE
 55.00
.......................5.00 		    X       482,580 0 69,926
(27) CALLIHAN NANETTE SMITH........................................................................
CHIEF HR OFFICER
 60.00
.......................0.00 		      X     289,499 0 59,628
(28) ARROYO JORGE........................................................................
DOC MGMT RSCHASSOC PROFESSOR
 60.00
.......................0.00 		        X   1,171,617 0 69,127
(29) KHABBAZ KAMAL........................................................................
DOC CLIN RSCH MGMT ASSOC PROF
 60.00
.......................0.00 		        X   1,180,654 0 83,686
(30) LEE BERNARD........................................................................
DOC CLIN RSCH MGMT PROFESSOR
 60.00
.......................0.00 		        X   968,969 0 88,489
(31) LIN SAMUEL........................................................................
DOC CLIN RSCH MGMT ASSOC PROF
 60.00
.......................0.00 		        X   943,595 0 88,336
(32) ROZENTAL MD TAMARA........................................................................
DOC HMS FT ASST PROF
 60.00
.......................1.00 		        X   1,058,074 0 85,213
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 12,991,424 7,281,989 2,106,730
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 MediumBullet1,184
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
 
No
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
BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVENUE
BOSTON,MA02215 		SUPPORT SERVICES 267,608,874
PHYSICIANS PROFESSIONAL SERVICES LLP

200 RIVERS EDGE DRIVE SUITE 300
MEDFORD,MA02155 		PROFESSIONAL BILLING SERVICES 7,321,668
CHANGE HEALTHCARE

5995 WINDWARD PKWY
ALPHARETTA,GA30005 		PROFESSIONAL BILLING SERVICES 3,248,558
ANESTHESIA FINANCIAL SOLUTIONS LLC

144 GOULD STREET SUITE 150
NEEDHAM,MA02494 		PROFESSIONAL BILLING SERVICES 2,649,955
MEDICAL HEALTHCARE SOLUTIONS INC

777 108TH AVENUE NE SUITE 1200
BELLEVUE,WA98004 		PROFESSIONAL BILLING SERVICES 1,395,028
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet75
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$  
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a PATIENT SERVICE 900099 387,690,215 387,690,215    
b OTHER MEDICAL SERVICES 541700 87,937,794 85,099,367 2,838,427  
c RESEARCH 611710 37,368,723 37,368,723    
d TRAINING 541700 36,256,819 36,256,819    
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 549,253,551
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,337,625   -93,136 1,430,761
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,516,807
b Less: cost or other basis and sales expenses   0
c Gain or (loss)   2,516,807
d Net gain or (loss).....MediumBullet 2,516,807   25,860 2,490,947
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 553,107,983 546,415,124 2,771,151 3,921,708
Form 990 (2018)
Form 990 (2018)
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 21 165,703 165,703
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, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 8,632,387 8,336,591 295,796  
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 373,632,251 360,829,446 12,802,805  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 35,290,415 34,251,118 1,039,297  
9 Other employee benefits ....... 26,663,868 25,878,622 785,246  
10 Payroll taxes ........... 16,468,860 15,983,855 485,005  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 441,093 297,622 143,471  
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 628,124 588,244 39,880  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion ....        
13 Office expenses ....... 6,566,542 6,361,697 204,845  
14 Information technology ...... 2,824,781 2,518,213 306,568  
15 Royalties ..        
16 Occupancy ........... 5,158,426 4,288,724 869,702  
17 Travel ............ 819,943 759,234 60,709  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 678,878 630,754 48,124  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 901,246 823,684 77,562  
23 Insurance ... 8,658 8,398 260  
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 PHYSICIAN FEES 21,189,758 21,189,758    
b BILLING SERVICE FEES 14,257,800 14,257,800    
c PROF. LIAB. INSURANCE 13,630,214 13,219,846 410,368  
d OTHERS 12,833,770 12,033,186 800,584  
e All other expenses 3,504,493 3,434,790 69,703  
25 Total functional expenses. Add lines 1 through 24e 544,297,210 525,857,285 18,439,925 0
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 (2018)
Form 990 (2018)
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 ........ 20,592,452 1 32,488,828
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 22,795,114 4 22,934,700
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net .... 146,158 7 81,782
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,116,016
b Less: accumulated depreciation 10b 7,709,743 4,134,686 10c 4,406,273
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 102,133,288 12 105,202,417
13 Investments—program-related. See Part IV, line 11 .. 10,977,356 13 11,209,883
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 87,280,406 15 78,426,547
16 Total assets. Add lines 1 through 15 (must equal line 34)... 248,059,460 16 254,750,430
Liabilities 17 Accounts payable and accrued expenses ..... 22,623,222 17 25,734,336
18 Grants payable ...   18  
19 Deferred revenue ......... 3,025,388 19 1,752,484
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 64,199,724 25 62,972,300
26 Total liabilities. Add lines 17 through 25.. 89,848,334 26 90,459,120
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 158,211,126 27 164,291,310
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 158,211,126 33 164,291,310
34 Total liabilities and net assets/fund balances ........ 248,059,460 34 254,750,430
Form 990 (2018)
Form 990 (2018)
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
553,107,983
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
544,297,210
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
8,810,773
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
158,211,126
5
Net unrealized gains (losses) on investments ...............
5
7,272
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
-2,737,861
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
164,291,310
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 (2018)
Form 990 (2018)
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 the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HARVARD MEDICAL FACULTY PHYSICIANS AT
BETH ISRAEL DEACONESS MEDICAL CENTER INC
Employer identification number

22-2768204
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 2,040,996 660,848       2,701,844
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 477,291,401 488,994,579 489,771,548 522,035,144 546,415,124 2,524,507,796
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 5 479,332,397 489,655,427 489,771,548 522,035,144 546,415,124 2,527,209,640
7a Amounts included on lines 1, 2, and 3 received from disqualified persons           0
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.           0
c Add lines 7a and 7b..           0
8 Public support. (Subtract line 7c from line 6.) 2,527,209,640
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6... 479,332,397 489,655,427 489,771,548 522,035,144 546,415,124 2,527,209,640
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 564,972 918,984 1,281,179 1,312,854 1,430,761 5,508,750
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 564,972 918,984 1,281,179 1,312,854 1,430,761 5,508,750
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.   90,979   2,354,500   2,445,479
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.).. 479,897,369 490,665,390 491,052,727 525,702,498 547,845,885 2,535,163,869
14
Section C. Computation of Public Support Percentage
15
15
99.690 %
16
16
99.710 %
Section D. Computation of Investment Income Percentage
17
17
0.220 %
18
18
0.190 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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 2018 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-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, 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 2018. 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 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
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) 2018


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 the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HARVARD MEDICAL FACULTY PHYSICIANS AT
BETH ISRAEL DEACONESS MEDICAL CENTER INC
Employer identification number

22-2768204
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 SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
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)
 
 
(ii) related organizations .................
3a(ii)
 
 
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 .....      
b Buildings ....        
c Leasehold improvements   4,903,843 2,101,467 2,802,376
d Equipment ....   7,212,173 5,608,276 1,603,897
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 4,406,273
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) CAREGROUP INVESTMENT PARTNERSHIP, LLP		 105,202,417 F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 105,202,417
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 13,409,905
(2) OTHER CURRENT ASSETS 15,073,004
(3) PROFESS LIAB REINSUR RECOVERY 49,943,638
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 78,426,547
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  
PROFESSIONAL LIABILITY 62,972,300
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 62,972,300
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) 2018

Schedule D (Form 990) 2018
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 ....... 1 670,769,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 7,272
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 117,653,745
e Add lines 2a through 2d ..................... 2e 117,661,017
3 Subtract line 2e from line 1.................. 3 553,107,983
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 553,107,983
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 ........... 1 666,501,000
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 122,203,790
e Add lines 2a through 2d.................... 2e 122,203,790
3 Subtract line 2e from line 1................... 3 544,297,210
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.) ...... 5 544,297,210
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 X, LINE 2: HMFP AND EACH OF THE TAX EXEMPT AFFILIATES FOR WHICH IS SERVES AS MEMBER 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 THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN RECOGNITION IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. HMFP DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2019 OR 2018.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AFFILIATES REVENUE NET OF ELIMINATIONS 117,653,745.
PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AFFILIATES REVENUE NET OF ELIMINATIONS 122,203,790.
Schedule D (Form 990) 2018


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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
2018
Open to Public Inspection
Name of the organization
HARVARD MEDICAL FACULTY PHYSICIANS AT
BETH ISRAEL DEACONESS MEDICAL CENTER INC
Employer identification number

22-2768204
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   13,328,018
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS   1,902,384
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL 12,822
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL 13,706
NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL 72,311
SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL 5,777
SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL 14,008
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL 13,118
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL 120,328
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 UNRELATED BUSINESS HEALTHCARE CONSULTING 203,096
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 UNRELATED BUSINESS HEALTHCARE CONSULTING 144,758
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 UNRELATED BUSINESS HEALTHCARE CONSULTING 765,137
           
           
           
           
           
3a Sub-total ..... 0 0 15,362,144
b Total from continuation sheets to Part I ...     1,233,319
c Totals (add lines 3a and 3b) 0 0 16,595,463
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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) 2018
Schedule F (Form 990) 2018
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, QUESTION 3: ALTHOUGH HMFP 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.
SCHEDULE F, PART IV, QUESTION 4: ALTHOUGH HMFP WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, BIDMC WAS NOT REQUIRED TO FILE FORM 8621, INFORMATION RETURNS BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND.
SCHEDULE F, PART IV, QUESTION 5: ALTHOUGH HMFP 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) 2018
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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
2018
Open to Public
Inspection
Name of the organization
HARVARD MEDICAL FACULTY PHYSICIANS AT
BETH ISRAEL DEACONESS MEDICAL CENTER INC
Employer identification number
22-2768204
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) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA02215 		04-2103881 501(C)(3) 20,000       GENERAL (CANCER CENTER AND SURGICAL PAVILION) SUPPORT
(2) BID MILTON
199 REEDSDALE ROAD
MILTON,MA02186 		04-2103601 501(C)(3) 12,000       GENERAL SUPPORT
(3) BID NEEDHAM OFFICE OF DEVELOPMENT
148 CHESTNUT STREET
NEEDHAM,MA02492 		04-3229679 501(C)(3) 31,750       GALA SUPPORT
(4) BID NEEDHAM
148 CHESTNUT STREET
NEEDHAM,MA02492 		04-3229679 501(C)(3) 30,000       GENERAL (CANCER CENTER AND SURGICAL PAVILION) SUPPORT
(5) FOUNDATION FOR SMFM
409 12TH STREET SW STE
WASHINGTON,DC20024 		41-2103331 501(C)(3) 13,500       GENERAL SUPPORT
(6) HARRINGTON HEALTHCARE SYSTEM
100 SOUTH STREET
SOUTHBRIDGE,MA01550 		04-2103577 501(C)(3) 11,000       GENERAL SUPPORT
(7) ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION
6300 NORTH RIVER ROAD STE 700
ROSEMONT,IL60018 		36-6009467 501(C)(3) 19,000       GENERAL SUPPORT
(8) PHYSICIAN HEALTH SERVICES INC
199 REEDSDALE ROAD
MILTON,MA02186 		04-2103601 501(C)(3) 20,000       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
8
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) 2018

Schedule I (Form 990) 2018
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
PART I, LINE 2: AS PREVIOUSLY NOTED IN THE FILING, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. MAINTAINS STRONG RELATIONSHIP WITH MANY PARTNERS AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS.
Schedule I (Form 990) 2018



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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
2018
Open to Public Inspection
Name of the organization
HARVARD MEDICAL FACULTY PHYSICIANS AT
BETH ISRAEL DEACONESS MEDICAL CENTER INC
Employer identification number

22-2768204
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
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 in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any 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
Yes
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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
1BARNETT MD SHEILA
DIRECTOR AT-LARGE 		(i)

(ii)		 432,022
-------------
0 		25,800
-------------
0 		21,537
-------------
0 		55,000
-------------
0 		33,125
-------------
0 		567,484
-------------
0 		0
-------------
0
2CHAIKOF MD PHD ELLIOT L
DIRECTOR (EX-OFF)/SURG CHAIR 		(i)

(ii)		 534,800
-------------
534,800 		550
-------------
550 		13,516
-------------
13,516 		40,255
-------------
40,255 		20,624
-------------
20,624 		609,745
-------------
609,745 		0
-------------
0
3GEBHARDT MD MARK C
DIR (EX-OFF) & ORTH SURG CHAIR 		(i)

(ii)		 422,973
-------------
422,973 		550
-------------
550 		11,794
-------------
11,794 		32,853
-------------
32,853 		13,133
-------------
13,133 		481,303
-------------
481,303 		0
-------------
0
4GOLEN MD TONI
DIRECTOR, ACTING CHIEF 		(i)

(ii)		 366,499
-------------
0 		2,366
-------------
0 		9,817
-------------
0 		51,563
-------------
0 		36,926
-------------
0 		467,171
-------------
0 		0
-------------
0
5GREENBERG MD WILLIAM
DIR (EX-OFF), PSYCHIATRY CHAIR 		(i)

(ii)		 256,980
-------------
256,980 		550
-------------
550 		6,368
-------------
6,368 		15,125
-------------
15,125 		10,521
-------------
10,521 		289,544
-------------
289,544 		0
-------------
0
6HEALY PETER
DIRECTOR 		(i)

(ii)		 0
-------------
591,506 		0
-------------
177,703 		0
-------------
14,441 		0
-------------
46,170 		0
-------------
41,539 		0
-------------
871,359 		0
-------------
0
7KIMBALL MD MPH ALEXA B
DIR (EX-OFF), PRESIDENT & CEO 		(i)

(ii)		 738,539
-------------
0 		151,754
-------------
0 		11,232
-------------
0 		44,000
-------------
0 		41,926
-------------
0 		987,451
-------------
0 		0
-------------
0
8KRUSKAL MD PHD JONATHAN B
DIR (EX-OFF)/RADIOLOGY CHAIR 		(i)

(ii)		 382,904
-------------
382,904 		550
-------------
550 		6,986
-------------
6,986 		16,500
-------------
16,500 		17,387
-------------
17,387 		424,327
-------------
424,327 		0
-------------
0
9OLBRICHT MD SUZANNE
DIRECTOR (EX-OFF)/DERM CHAIR 		(i)

(ii)		 304,353
-------------
304,353 		550
-------------
550 		6,960
-------------
6,960 		27,500
-------------
27,500 		12,784
-------------
12,784 		352,147
-------------
352,147 		0
-------------
0
10PURSLEY MD DEWAYNE M
DIRECTOR (EX-OFF)/NEONAT CHAIR 		(i)

(ii)		 329,561
-------------
389,171 		550
-------------
550 		7,676
-------------
7,676 		27,500
-------------
27,500 		16,062
-------------
16,062 		381,349
-------------
440,959 		0
-------------
0
11RICCIOTTI MD HOPE A
DIRECTOR (EX-OFF)/OBGYN CHAIR 		(i)

(ii)		 261,593
-------------
261,593 		0
-------------
0 		4,338
-------------
4,338 		25,782
-------------
25,782 		16,463
-------------
16,463 		308,176
-------------
308,176 		0
-------------
0
12SAFFITZ MD PHD JEFFREY E
DIRECTOR (EX-OFF)/PATH CHAIR 		(i)

(ii)		 327,467
-------------
327,467 		550
-------------
550 		10,768
-------------
10,768 		17,292
-------------
17,292 		10,161
-------------
10,161 		366,238
-------------
366,238 		0
-------------
0
13SAPER MD CLIFFORD B
DIRECTOR(EX-OFF)/NEURO CHAIR 		(i)

(ii)		 284,368
-------------
284,368 		550
-------------
550 		6,881
-------------
6,881 		19,364
-------------
19,364 		11,671
-------------
11,671 		322,834
-------------
322,834 		0
-------------
0
14STEVENSON MD PHD MARY ANN
CHAIR,EXO DIR/CLERK/RADONC CHR 		(i)

(ii)		 372,609
-------------
372,609 		550
-------------
550 		8,116
-------------
8,116 		25,782
-------------
25,782 		12,326
-------------
12,326 		419,383
-------------
419,383 		0
-------------
0
15TABB MD KEVIN
DIRECTOR (EX-OFFICIO) 		(i)

(ii)		 0
-------------
1,184,747 		0
-------------
552,000 		0
-------------
20,206 		0
-------------
93,674 		0
-------------
50,030 		0
-------------
1,900,657 		0
-------------
0
16TALMOR MD MPH DANIEL
DIR (EX-OFF)/ANESTHESIA CHAIR 		(i)

(ii)		 383,524
-------------
383,524 		550
-------------
550 		4,720
-------------
4,720 		27,500
-------------
27,500 		16,062
-------------
16,062 		432,356
-------------
432,356 		0
-------------
0
17WEE MD MPH CHRISTINA
DIRECTOR 		(i)

(ii)		 223,566
-------------
0 		4,842
-------------
0 		3,318
-------------
0 		24,750
-------------
0 		2,152
-------------
0 		258,628
-------------
0 		0
-------------
0
18WOLF JACQUELINE MD
DIRECTOR; GASTROENTEROLOGIST 		(i)

(ii)		 213,490
-------------
0 		1,100
-------------
0 		8,778
-------------
0 		24,201
-------------
0 		20,081
-------------
0 		267,650
-------------
0 		0
-------------
0
19WOLFE MD RICHARD E
DIR (EX-OFF)/EMERG MED CHAIR 		(i)

(ii)		 313,978
-------------
313,978 		550
-------------
550 		8,597
-------------
8,597 		16,500
-------------
16,500 		12,784
-------------
12,784 		352,409
-------------
352,409 		0
-------------
0
20ZEIDEL MD MARK L
DIR (EX-OFFICIO)/MED CHAIR 		(i)

(ii)		 394,421
-------------
394,421 		1,150
-------------
1,150 		8,325
-------------
8,325 		23,519
-------------
23,519 		13,144
-------------
13,144 		440,559
-------------
440,559 		0
-------------
0
21GUAY AMY
TREASURER, CFO, VP OF FINANCE 		(i)

(ii)		 397,710
-------------
0 		76,116
-------------
0 		8,754
-------------
0 		33,000
-------------
0 		36,926
-------------
0 		552,506
-------------
0 		0
-------------
0
22CALLIHAN NANETTE SMITH
CHIEF HR OFFICER 		(i)

(ii)		 245,685
-------------
0 		37,485
-------------
0 		6,329
-------------
0 		46,856
-------------
0 		12,772
-------------
0 		349,127
-------------
0 		0
-------------
0
23ARROYO JORGE
DOC MGMT RSCHASSOC PROFESSOR 		(i)

(ii)		 1,161,182
-------------
0 		1,100
-------------
0 		9,335
-------------
0 		51,563
-------------
0 		17,564
-------------
0 		1,240,744
-------------
0 		0
-------------
0
24KHABBAZ KAMAL
DOC CLIN RSCH MGMT ASSOC PROF 		(i)

(ii)		 1,135,898
-------------
0 		30,000
-------------
0 		14,756
-------------
0 		51,562
-------------
0 		32,124
-------------
0 		1,264,340
-------------
0 		0
-------------
0
25LEE BERNARD
DOC CLIN RSCH MGMT PROFESSOR 		(i)

(ii)		 908,628
-------------
0 		51,100
-------------
0 		9,241
-------------
0 		51,563
-------------
0 		36,926
-------------
0 		1,057,458
-------------
0 		0
-------------
0
26LIN SAMUEL
DOC CLIN RSCH MGMT ASSOC PROF 		(i)

(ii)		 931,964
-------------
0 		2,100
-------------
0 		9,531
-------------
0 		51,562
-------------
0 		36,774
-------------
0 		1,031,931
-------------
0 		0
-------------
0
27ROZENTAL MD TAMARA
DOC HMS FT ASST PROF 		(i)

(ii)		 592,507
-------------
0 		455,920
-------------
0 		9,647
-------------
0 		55,000
-------------
0 		30,213
-------------
0 		1,143,287
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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 1B THE POLICIES OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INCLUDE THE PROVISION THAT THE ORGANIZATION WILL PAY FOR A MEMBERSHIP IN LIMITED CIRCUMSTANCES WHEN IT IS USED PRINCIPALLY FOR BONA FIDE BUSINESS PURPOSES NECESSARY TO ADVANCE THE CHARITABLE MISSION OF THE ORGANIZATION, SUBJECT TO ADVANCE APPROVAL BY SENIOR OFFICIALS.
PART I, LINE 7 HMFP EXECUTIVES AND CHAIRS OF SERVICE/BIDMC CHIEFS OF SERVICE: HMFP'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON THE ACHIEVEMENT OF ANNUAL GOALS AND OBJECTIVES FOR THE ORGANIZATION AND ON AN INDIVIDUAL LEVEL. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY HMFP'S COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS. SEE FORM 990 PART VI SECTION B LINE 15A AND 15B FOR ADDITIONAL INFORMATION ON THE HMFP COMPENSATION COMMITTEE. THAT SAME COMMITTEE ANNUALLY REVIEWS THE COMPENSATION AND APPROVES INCENTIVE PAYMENTS FOR ANY OF THE HMFP CHAIRS OF SERVICE, WHO ALSO SERVE AS THE BIDMC CHIEFS OF SERVICE. HMFP PHYSICIANS (OTHER THAN HMFP EXECUTIVES AND CHAIRS OF SERVICE): EACH DEPARTMENT MAINTAINS A COMPREHENSIVE PHYSICIAN COMPENSATION STRUCTURE WHICH IS APPROVED BY THE HMFP COMPENSATION COMMITTEE. EACH SUCH STRUCTURE PROVIDES FOR PHYSICIAN INCENTIVE COMPENSATION. INCENTIVE PAYMENTS MADE PURSUANT TO THESE ARRANGEMENTS ARE REVIEWED BY THE HMFP CFO PRIOR TO PROCESSING PAYMENT TO ENSURE THAT THE CALCULATIONS ARE ACCURATE AND REASONABLE.
PART I, LINE 8 DR. ALEXA KIMBALL COMMENCED HER POSITION AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HMFP AND APHMFP DURING THE 2016 CALENDAR YEAR. ALL AMOUNTS PAID TO DR. KIMBALL DURING THE CALENDAR YEAR 2018 AND REPORTED IN THIS FORM 990 WERE PAID PURSUANT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-4(A)(3) AND HMFP FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-6(C) IN SETTING DR. KIMBALL'S COMPENSATION.
PART I, LINE 4B: AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN HMFP'S FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 DETAIL DURING THE 2018 CALENDAR YEAR, ONE OR MORE CURRENT OR FORMER HMFP OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES REPORTED IN PART VII AND ON THIS SCHEDULE J PARTICIPATED IN A RETIREMENT INCENTIVE PLAN ESTABLISHED BY THE HMFP BOARD OF DIRECTORS IN 2012. THAT PLAN, UNDER THE DEFINITIONS TO THIS FORM 990, IS CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. IN ADDITION, DURING THE 2018 CALENDAR YEAR, CERTAIN CURRENT OR FORMER HMFP DIRECTORS REPORTED IN PART VII AND ON THIS SCHEDULE J PARTICIPATED IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM WHICH IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN AND PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS AND RELATED TO THIS PLAN 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.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: THE FILING ORGANIZATION HAS PROVIDED DETAILED NARRATIVE DISCLOSURE FOR EACH INDIVIDUAL LISTED IN PART VII. NOTE, HOWEVER, THAT THE ORDER OF THE NARRATIVE DISCLOSURE INCLUDED BELOW MAY NOT COINCIDE WITH THE ORDER OF THE INDIVIDUALS LISTED IN PART VII. 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 NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; VESTED AMOUNTS UNDER 457(F) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AND OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN, 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, 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 HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS HMFP AND BIDMC RESPECTIVELY. IN ADDITION, THE ENTITIES BELOW MAY BE REFERENCED AS FOLLOWS: BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. (SURGERY FDN.) BETH ISRAEL DEACONESS ORTHOPAEDIC SURGERY FOUNDATION (ORTHOPAEDIC SURGERY FDN) CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION (PSYCHIATRY FDN) BIH RADIOLOGIC FOUNDATION, INC. (RADIOLOGY FDN) BETH ISRAEL ANAESTHESIA FOUNDATION, INC. (BIAF); BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION (EMERGENCY MEDICINE FDN) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. (BIDDM) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. (OB/GYN FDN) BIH PATHOLOGY FOUNDATION, INC. (PATHOLOGY FDN) BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION (NEONATOLOGY FDN) BETH ISRAEL DERMATOLOGY FOUNDATION (DERMATOLOGY FDN) BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION (NEUROLOGY FDN) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM (BID-NEEDHAM) BETH ISRAEL DEACONESS HOSPITAL MILTON (BID-MILTON) LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. (LMIF) MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG) BARNETT, M.D., SHEILA CHIEF OF ANESTHESIOLOGY BETH ISRAEL DEACONESS HOSPITAL MILTON CHIEF MEDICAL OFFICER -- BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 432,022 INCENTIVE COMPENSATION: 25,800 OTHER REPORTABLE COMPENSATION: 21,537 DEFERRED COMPENSATION: 55,000 NON-TAXABLE BENEFITS: 33,125 BUNTIN, MELINDA DIRECTOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MS. BUNTIN COMMENCED HER ROLE AS DIRECTOR FOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER IN DECEMBER 2018.
CHAIKOF, M.D., PHD, ELLIOT DIRECTOR (EX-OFFICIO) AND CHAIR (SURGERY) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHIEF (SURGERY) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION JOHNSON & JOHNSON PROFESSOR OF SURGERY HARVARD MEDICAL SCHOOL DR. CHAIKOF PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. CHAIKOF IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. CHAIKOF'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 534,800 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 13,516 DEFERRED COMPENSATION: 40,255 NON-TAXABLE BENEFITS: 20,624 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 534,800 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 13,516 DEFERRED COMPENSATION: 40,255 NON-TAXABLE BENEFITS: 20,624 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2018 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. CHAIKOF'S POSITION AS CHIEF OF SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF SURGERY AND JOHNSON & JOHNSON PROFESSOR OF SURGERY, HARVARD MEDICAL SCHOOL: $233,158 BASE AND OTHER REPORTABLE COMPENSATION, $28,947 DEFERRED COMPENSATION AND $4,469 NON-TAXABLE BENEFITS. GEBHARDT, M.D., MARK C. DIRECTOR (EX-OFFICIO) AND CHIEF OF ORTHOPEDIC SURGERY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF ORTHOPEDIC SURGERY BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL DEACONESS ORTHOPAEDIC SURGERY FOUNDATION FREDERIC W. & JANE M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL SCHOOL DR. GEBHARDT PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. GEBHARDT IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. GEBHARDT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 422,974 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 11,794 DEFERRED COMPENSATION: 32,853 NON-TAXABLE BENEFITS: 13,133 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 422,974 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 11,794 DEFERRED COMPENSATION: 32,853 NON-TAXABLE BENEFITS: 13,133 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2018 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. GEBHARDT'S POSITION AS CHIEF OF ORTHOPEDIC SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF ORTHOPEDIC SURGERY AND FREDERIC W. & JAMES M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY, HARVARD MEDICAL SCHOOL: $96,735 BASE AND OTHER REPORTABLE COMPENSATION, $10,705 DEFERRED COMPENSATION AND $26,026 NON-TAXABLE BENEFITS. GOLEN, M.D., TONI HUEBSCHER ACTING CHAIR; DEPARTMENT OF OBSTETRICS AND GYNECOLOGY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ACTING CHIEF, DEPARTMENT OF OBSTETRICS AND GYNECOLOGY BETH ISRAEL DEACONESS MEDICAL CENTER ACTING PRESIDENT AND DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION ASSISTANT PROFESSOR OF OBSTETRICS, GYNECOLOGY AND REPRODUCTIVE BIOLOGY HARVARD MEDICAL SCHOOL DR. GOLEN'S TERM IN THE POSITIONS NOTED ABOVE COMMENCED ON SEPTEMBER 24, 2019. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION:366,499 INCENTIVE COMPENSATION: 2,366 OTHER REPORTABLE COMPENSATION: 9,817 DEFERRED COMPENSATION: 51,563 NON-TAXABLE BENEFITS: 36,926
GREENBERG, M.D., WILLIAM DIRECTOR (EX-OFFICIO) AND CHAIRMAN OF PSYCHIATRY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF PSYCHIATRY - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION ASSISTANT PROFESSOR OF PSYCHIATRY HARVARD MEDICAL SCHOOL DR. GREENBERG PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. GREENBERG IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. GREENBERG'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 256,981 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 6,368 DEFERRED COMPENSATION: 15,125 NON-TAXABLE BENEFITS: 10,521 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 256,981 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 6,368 DEFERRED COMPENSATION: 15,125 NON-TAXABLE BENEFITS: 10,521 KIMBALL, M.D., MPH, ALEXA B. EFFECTIVE MARCH 1, 2019 DR. KIMBALL HELD THE FOLLOWING POSITIONS: PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE DIRECTOR (EX-OFFICIO) CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION DIRECTOR (EX OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS EMERGENCY MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP PROFESSOR OF DERMATOLOGY HARVARD MEDICAL SCHOOL DR. KIMBALL JOINED THE BOARD OF BETH ISRAEL LAHEY HEALTH EFFECTIVE MARCH 1, 2019. SHE HELD ALL OTHER POSITIONS LISTED HERE FOR THE FULL FISCAL YEAR. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 738,539 INCENTIVE COMPENSATION: 151,754 OTHER REPORTABLE COMPENSATION: 11,232 DEFERRED COMPENSATION: 44,000 NON-TAXABLE BENEFITS: 41,926 KRUSKAL, M.D., PHD, JONATHAN B. DIRECTOR (EX-OFFICIO) AND CHAIR (RADIOLOGY) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF RADIOLOGY BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) BIH RADIOLOGIC FOUNDATION PROFESSOR OF RADIOLOGY HARVARD MEDICAL SCHOOL DR. KRUSKAL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. KRUSKAL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. KRUSKAL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 382,904 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 6,986 DEFERRED COMPENSATION: 16,500 NON-TAXABLE BENEFITS: 17,387 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 382,904 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 6,986 DEFERRED COMPENSATION: 16,500 NON-TAXABLE BENEFITS: 17,387 MCDERMOTT, ESQ., SHAW DIRECTOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER OLBRICHT, M.D., SUZANNE DIRECTOR (EX-OFFICIO) AND DERMATOLOGY CHAIR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF DERMATOLOGY -- BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL DERMATOLOGY FOUNDATION ASSISTANT PROFESSOR OF DERMATOLOGY HARVARD MEDICAL SCHOOL DR. OLBRICHT PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. OLBRICHT IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. OLBRICHT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 304,353 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 6,960 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 12,784 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 304,353 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 6,960 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 12,784
PURSLEY, M.D., DEWAYNE M CHIEF OF NEONATOLOGY BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) AND CHAIR, DEPARTMENT OF NEONATOLOGY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF PEDIATRICS HARVARD MEDICAL SCHOOL TRUSTEE ANNA JAQUES HOSPITAL TRUSTEE AND NEONATOLOGIST SEACOAST AFFILIATED GROUP PRACTICES, INC. DR. PURSLEY PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. PURSLEY IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. PURSLEY'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. IN ADDITION, AS NOTED IN THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF BIDMC EFFECTIVE MARCH 1, 2019. AT THAT TIME BILH ALSO BECAME THE SOLE MEMBER OF ANNA JAQUES HOSPITAL (AJH). AJH IS THE SOLE MEMBER OF SEACOAST AFFILIATED GROUP PRACTICE PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 329,561 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 7,676 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 16,062 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 329,561 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 7,676 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 16,062 PAYMENTS REPORTED BY SEACOAST AFFILIATED GROUP PRACTICES, INC.: BASE COMPENSATION: 59,610 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION:0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 RICCIOTTI, M.D., HOPE A. DIRECTOR (EX-OFFICIO) AND CHAIR OF OBSTETRICS AND GYNECOLOGY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF OBSTETRICS AND GYNECOLOGY BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION ASSOCIATE PROFESSOR OF OBSTETRICS, GYNECOLOGY AND REPRODUCTIVE BIOLOGY HARVARD MEDICAL SCHOOL DR. RICCIOTTI'S POSITION IN THE ROLES NOTED ABOVE ENDED ON SEPTEMBER 24, 2019. DR. RICCIOTTI PERFORMED SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY FORM 990, ALTHOUGH DR. RICCIOTTI IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. RICCIOTTI'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 261,593 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,338 DEFERRED COMPENSATION: 25,782 NON-TAXABLE BENEFITS: 16,463 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 261,593 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,338 DEFERRED COMPENSATION: 25,782 NON-TAXABLE BENEFITS: 16,463 SAFFITZ, M.D., PHD, JEFFREY E. DIRECTOR (EX-OFFICIO) AND CHAIR OF PATHOLOGY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF PATHOLOGY AND INTERIM CHIEF ACADEMIC OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT BIH PATHOLOGY FOUNDATION MALLINCKRODT PROFESSOR OF PATHOLOGY HARVARD MEDICAL SCHOOL DR. SAFFITZ'S TERM AS BETH ISRAEL DEACONESS MEDICAL CENTER'S INTERIM CHIEF ACADEMIC OFFICER ENDED JULY 1, 2019.. DR. SAFFITZ PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. SAFFITZ IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. SAFFITZ'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 327,467 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 10,768 DEFERRED COMPENSATION: 17,292 NON-TAXABLE BENEFITS: 10,161 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 327,467 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 10,768 DEFERRED COMPENSATION: 17,292 NON-TAXABLE BENEFITS: 10,161 AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2018 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SAFFITZ'S POSITIONS AS CHIEF OF PATHOLOGY AT BIDMC, CHAIR OF PATHOLOGY AT HMFP AND MALLINCKRODT PROFESSOR OF PATHOLOGY, HARVARD MEDICAL SCHOOL: $15,836 BASE AND OTHER REPORTABLE COMPENSATION, $1,584 DEFERRED COMPENSATION AND $141 NON-TAXABLE BENEFITS. SAPER, M.D., CLIFFORD B. DIRECTOR (EX-OFFICIO) AND CHAIR OF NEUROLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF NEUROLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION JAMES JACKSON PUTNAM PROFESSOR OF NEUROLOGY- HARVARD MEDICAL SCHOOL DR. SAPER PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. SAPER IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. SAPER'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 284,368 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 6,881 DEFERRED COMPENSATION: 19,364 NON-TAXABLE BENEFITS: 11,671 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 284,368 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 6,881 DEFERRED COMPENSATION: 19,364 NON-TAXABLE BENEFITS: 11,671 AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2018 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SAPER'S POSITION AS CHIEF OF NEUROLOGY AT BIDMC, CHAIR OF NEUROLOGY AT HMFP AND JAMES JACKSON PUTNAM PROFESSOR OF NEUROLOGY, HARVARD MEDICAL SCHOOL: $57,271 BASE AND OTHER REPORTABLE COMPENSATION, $5,727 DEFERRED COMPENSATION AND $141 NON-TAXABLE BENEFITS. SINGER, MBA, PH.D., SARAH J. DIRECTOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER STEVENSON, M.D., PH.D., MARY ANN DIRECTOR (EX-OFFICIO), BOARD CHAIR, BOARD SECRETARY AND CHAIR OF RADIATION ONCOLOGY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF RADIATION ONCOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF RADIATION ONCOLOGY HARVARD MEDICAL SCHOOL DIRECTOR (EX-OFFICIO) LONGWOOD MEDICAL INTERNATIONAL FOUNDATION DR. STEVENSON PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. STEVENSON IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. STEVENSON'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 372,609 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 8,116 DEFERRED COMPENSATION: 25,782 NON-TAXABLE BENEFITS: 12,326 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 372,609 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 8,116 DEFERRED COMPENSATION: 25,782 NON-TAXABLE BENEFITS: 12,326
TABB, M.D., KEVIN EFFECTIVE MARCH 1, 2019 DR. TABB HELD THE FOLLOWING POSITIONS: PRESIDENT, CHIEF EXECUTIVE OFFICER, AND TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. DIRECTOR AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC, INC. TRUSTEE, PRESIDENT, AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SHARED SERVICES, INC. DIRECTOR AND PRESIDENT BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO), CHAIRMAN, AND PRESIDENT NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO), PRESIDENT, CHAIRMAN AND CHIEF EXECUTIVE OFFICER NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO), CHAIRMAN AND PRESIDENT SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT WINCHESTER HOSPITAL FOUNDATION, INC. CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO), CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER LAHEY CLINIC FOUNDATION, INC. CHIEF EXECUTIVE OFFICER NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER CAB HEALTH & RECOVERY SERVICES, INC. CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL MILTON CHIEF EXECUTIVE OFFICER MILTON HOSPITAL FOUNDATION CHIEF EXECUTIVE OFFICER COMMUNITY PHYSICIANS ASSOCIATION CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH CHIEF EXECUTIVE OFFICER MOUNT AUBURN HOSPITAL CHIEF EXECUTIVE OFFICER NEW ENGLAND BAPTIST HOSPITAL CHIEF EXECUTIVE OFFICER JORDAN HEALTH SYSTEMS, INC. CHIEF EXECUTIVE OFFICER JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER HEALTH & EDUCATION HOUSING SERVICES, INC. PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL IN ADDITION TO THE POSITIONS NOTED ABOVE, EFFECTIVE MARCH 1, 2019 DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNATE: TRUSTEE (EX-OFFICIO NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO BETH ISRAEL DEACONESS HOSPITAL MILTON, BETH ISRAEL DEACONESS MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) ANNA JACQUES HOSPITAL, INC. TRUSTEE (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICE, INC. DR. TABB HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: DIRECTOR AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR MILTON HOSPITAL FOUNDATION DIRECTOR COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR JORDAN HEALTH SYSTEMS, INC. DIRECTOR JORDAN PHYSICIAN ASSOCIATES, INC. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DIRECTOR AND PRESIDENT BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO) AND CO-CHAIR CARL J. SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD MEDICAL SCHOOL & BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 1,184,747 INCENTIVE COMPENSATION: 552,000 OTHER REPORTABLE COMPENSATION: 20,206 DEFERRED COMPENSATION: 93,674 NON-TAXABLE BENEFITS: 50,030 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES $94,326 COMBINED PAYMENTS TO NONQUALIFIED RETIREMENT PLANS PLUS THE INCREASE/DECREASE IN VALUE OF THOSE ACCOUNTS DURING THE 2018 CALENDAR YEAR. OF THIS AMOUNT, $80,324 WAS UNVESTED AT SEPTEMBER 30, 2019. TALMOR, M.D., M.P.H., DANIEL DIRECTOR (EX-OFFICIO) AND CHAIR, ANESTHESIA HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF, ANESTHESIA BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL ANAESTHESIA FOUNDATION PROFESSOR OF ANAESTHESIA HARVARD MEDICAL SCHOOL DR. TALMOR PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. TALMOR IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. TALMOR'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 383,524 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 4,720 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 16,062 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 383,524 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 4,720 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 16,062 WASHINGTON, M.D., VINDELL DIRECTOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER WEE, M.D., CHRISTINA DIRECTOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE SECTION CHIEF OF RESEARCH, DIVISION OF GENERAL MEDICINE AND PRIMARY CARE BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROGRAM DIRECTOR FOR RESEARCH, BETH ISRAEL DEACONESS MEDICAL CENTER INTERNAL MEDICINE RESIDENCY PROGRAM PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 223,566 INCENTIVE COMPENSATION: 4,842 OTHER REPORTABLE COMPENSATION: 3,318 DEFERRED COMPENSATION: 24,750 NON-TAXABLE BENEFITS: 2,152 WOLF, M.D., JACQUELINE DIRECTOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER GASTROENTEROLOGIST -- HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 213,490 INCENTIVE COMPENSATION: 1,100 OTHER REPORTABLE COMPENSATION: 8,778 DEFERRED COMPENSATION: 24,201 NON-TAXABLE BENEFITS: 20,081 WOLFE, M.D., RICHARD E. DIRECTOR (EX-OFFICIO) AND CHAIR OF EMERGENCY MEDICINE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF EMERGENCY MEDICINE BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. ASSOCIATE PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. WOLFE PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. WOLFE IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. WOLFE'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 313,978 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 8,597 DEFERRED COMPENSATION: 16,500 NON-TAXABLE BENEFITS: 12,784 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 313,978 INCENTIVE COMPENSATION: 550 OTHER REPORTABLE COMPENSATION: 8,597 DEFERRED COMPENSATION: 16,500 NON-TAXABLE BENEFITS: 12,784
ZALE, DONALD L. DIRECTOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MR. ZALE'S TERM ON THE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER BOARD ENDED ON MARCH 11, 2019. ZEIDEL, M.D., MARK L. DIRECTOR (EX-OFFICIO) AND CHAIR (MEDICINE) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHIEF (MEDICINE) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DIRECTOR LONGWOOD MEDICAL INTERNATIONAL FOUNDATION PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. ZEIDEL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. ALTHOUGH DR. ZEIDEL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. ZEIDEL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 394,421 INCENTIVE COMPENSATION: 1,150 OTHER REPORTABLE COMPENSATION: 8,325 DEFERRED COMPENSATION: 23,519 NON-TAXABLE BENEFITS: 13,144 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 394,421 INCENTIVE COMPENSATION: 1,150 OTHER REPORTABLE COMPENSATION: 8,325 DEFERRED COMPENSATION: 23,519 NON-TAXABLE BENEFITS: 13,144 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2018 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHIEF OF MEDICINE AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF MEDICINE AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $155,985 BASE AND OTHER REPORTABLE COMPENSATION, $16,788 DEFERRED COMPENSATION AND $2,037 NON-TAXABLE BENEFITS. CALLIHAN, NANETTE SMITH CHIEF HUMAN RESOURCES OFFICER - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 245,685 INCENTIVE COMPENSATION: 37,485 OTHER REPORTABLE COMPENSATION: 6,329 DEFERRED COMPENSATION: 46,856 NON-TAXABLE BENEFITS: 12,772 GUAY, AMY TREASURER, CHIEF FINANCIAL OFFICER AND VP OF FINANCE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR, TREASURER AND CLERK ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CLERK - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION CLERK - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. TREASURER, SECRETARY - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. CLERK - BETH ISRAEL DEACONESS ORTHOPAEDIC SURGERY FOUNDATION CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 397,710 INCENTIVE COMPENSATION: 76,116 OTHER REPORTABLE COMPENSATION: 8,754 DEFERRED COMPENSATION: 33,000 NON-TAXABLE BENEFITS: 36,926 HEALY, PETER PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO, BIDMC CEO DESIGNATE) AND CO-CHAIR CARL J. SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD MEDICAL SCHOOL & BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 591,506 INCENTIVE COMPENSATION: 177,703 OTHER REPORTABLE COMPENSATION: 14,441 DEFERRED COMPENSATION: 46,170 NON-TAXABLE BENEFITS: 41,539 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. HEALY INCLUDES $47,095 COMBINED PAYMENTS TO NONQUALIFIED RETIREMENT PLANS PLUS THE INCREASE/DECREASE IN VALUE OF THOSE ACCOUNTS DURING THE 2018 CALENDAR YEAR. OF THIS AMOUNT, $34,170 WAS UNVESTED AT SEPTEMBER 30, 2019. ARROYO, M.D., JORGE PHYSICIAN (OPHTHALMOLOGY) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF OPHTHALMOLOGY HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 1,161,182 INCENTIVE COMPENSATION: 1,100 OTHER REPORTABLE COMPENSATION: 9,335 DEFERRED COMPENSATION: 51,563 NON-TAXABLE BENEFITS: 17,564 KHABBAZ, M.D., KAMAL CHIEF OF CARDIAC SURGERY; THORACIC AND CARDIAC SURGEON HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF CARDIAC SURGERY BETH ISRAEL DEACONESS MEDICAL CENTER DAVID S. GINSBURG ASSOCIATE PROFESSOR OF SURGERY IN THE FIELD OF CARDIOTHORACIC SURGERY HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 1,135,898 INCENTIVE COMPENSATION: 30,000 OTHER REPORTABLE COMPENSATION: 14,756 DEFERRED COMPENSATION: 51,562 NON-TAXABLE BENEFITS: 32,124 LEE, M.D., BERNARD CHIEF, DIVISION OF PLASTIC AND RECONSTRUCTIVE SURGERY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF, DIVISION OF PLASTIC AND RECONSTRUCTIVE SURGERY BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF SURGERY HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 908,628 INCENTIVE COMPENSATION: 51,100 OTHER REPORTABLE COMPENSATION: 9,241 DEFERRED COMPENSATION: 51,563 NON-TAXABLE BENEFITS: 36,926 ROZENTAL, M.D., TAMARA ORTHOPEDIC SURGEON HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIVISION CHIEF, HAND AND UPPER EXTREMITY SURGERY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIVISION CHIEF, HAND AND UPPER EXTREMITY SURGERY BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF ORTHOPEDIC SURGERY HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 592,507 INCENTIVE COMPENSATION: 455,920 OTHER REPORTABLE COMPENSATION: 9,647 DEFERRED COMPENSATION: 55,000 NON-TAXABLE BENEFITS: 30,213 LIN, M.D., SAMUEL PLASTIC AND RECONSTRUCTIVE SURGEON HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF SURGERY HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 931,964 INCENTIVE COMPENSATION: 2,100 OTHER REPORTABLE COMPENSATION: 9,531 DEFERRED COMPENSATION: 51,562 NON-TAXABLE BENEFITS: 36,774
Schedule J (Form 990) 2018
Additional Data


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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
2018
Open to Public
Inspection
Name of the organization
HARVARD MEDICAL FACULTY PHYSICIANS AT
BETH ISRAEL DEACONESS MEDICAL CENTER INC
Employer identification number

22-2768204
Return Reference Explanation
FORM 990, PART I, LINE 1: THE MISSION OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS TO PROVIDE EXTRAORDINARY CARE, WHERE THE PATIENT COMES FIRST, SUPPORTED BY WORLD-CLASS EDUCATION, RESEARCH AND TRAINING. HMFP SUPPORTS MEDICAL RESEARCH, PROVIDES TEACHING INSTRUCTION AND PARTICIPATES IN CLINICAL ACTIVITIES DESIGNED TO IMPROVE THE GENERAL PUBLIC HEALTH OF PATIENTS SERVED BY THE BETH ISRAEL DEACONESS MEDICAL CENTER AND ITS AFFILIATES. HMFP USES ITS FUNDS TO SUPPORT THE PHYSICIAN WORK IN THE DEPARTMENTS OF ANESTHESIA, DERMATOLOGY, EMERGENCY MEDICINE, MEDICINE, NEONATOLOGY, NEUROLOGY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, PATHOLOGY, PSYCHIATRY, RADIOLOGY, RADIATION ONCOLOGY, AND SURGERY TO PROVIDE EXTRAORDINARY HEALTHCARE SERVICES, WORLD CLASS EDUCATION, AND RESEARCH AND TRAINING INITIATIVES.
FORM 990, PART III, LINE 1: AS PREVIOUSLY NOTED IN THIS FORM 990, THE MISSION OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. IS TO PROVIDE EXTRAORDINARY HEALTHCARE SERVICES, WHERE THE PATIENT COMES FIRST, SUPPORTED BY WORLD-CLASS EDUCATION, RESEARCH AND TRAINING.
FORM 990, PART III, LINE 4A: PATIENT SERVICES HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S (HMFP) PROVIDES MEDICAL CARE AND IMPROVES THE HEALTH OF PATIENTS OF THE BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND AFFILIATES, AS WELL AS IN THE COMMUNITIES IN WHICH WE SERVE. SOME OF HMFP'S KEY STATISTICS FOR FY2019 REGARDING PATIENT VOLUME ARE IDENTIFIED BELOW: HOSPITAL BASED CLINIC VISITS 56,931 EMERGENCY VISITS 57,000 NEONATAL VISITS 29,817 OUTPATIENT VISITS 490,000 INPATIENT VISITS 204,087 ANESTHESIA CASES 97,127 SURGICAL CASES 64,848 OB DELIVERIES 2,444 CARDIAC CAUTERIZATIONS PROCEDURES 4,725 DERMATOLOGY PROCEDURES 47,506 GASTROINTESTINAL PROCEDURES 33,076 RADIOLOGY EXAMS 573,441 SURGICAL PATHOLOGY EXAMS 150,848 RADIATION ONCOLOGY TREATMENTS 26,633 OTHER UNCOMPENSATED CARE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) 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 FULL COST OF SERVICES PROVIDED. HMFP ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM, THE FEDERALLY SPONSORED GOVERNMENT HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS. BECAUSE PAYMENTS TO HOSPITALS HAVE NOT KEPT PACE WITH INFLATION IN RECENT YEARS, PAYMENTS TO THE HARVARD MEDICAL FACULTY PHYSICIANS FOR THOSE SERVICES ALSO DO NOT COVER THE FULL COSTS OF SERVICES PROVIDED TO THE PATIENTS SERVED. IN AGGREGATE, THE COST OF CARE PROVIDED BY HMFP FOR SUCH SERVICES EXCEEDED REIMBURSEMENT BY APPROXIMATELY $4.9 MILLION IN FY 2019. BAD DEBTS IN ADDITION TO THE SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL GOVERNMENT PROGRAMS, HARVARD MEDICAL FACULTY PHYSICIANS ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE AND/OR DEDUCTIBLE AMOUNTS FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE.
FORM 990, PART III, LINE 4B: TEACHING TEACHING IS A MAJOR COMPONENT OF THE WORK DONE BY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) PHYSICIANS AND STAFF. THE FACULTY OF HMFP IS EXTREMELY ACTIVE IN MEDICAL SCHOOL EDUCATION AS LECTURERS, TUTORS, TEACHING ATTENDEES, AND SMALL GROUP LEADERS. THE STAFF OF HMFP IS AN IMPRESSIVE COURSE LEADERSHIP GROUP, AS STAFF PHYSICIANS AT HMFP HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL. THE HMFP PHYSICIANS INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF THEIR DAILY PATIENT CARE ACTIVITIES AND A RANGE OF INTERACTIVE LEARNING EXPERIENCES. THE MAJOR TEACHING MISSION OF THE PHYSICIAN GROUP AT HMFP INCLUDES DEVELOPING FUTURE LEADERS IN CLINICAL CARE, EDUCATION, AND RESEARCH BY FOSTERING A CULTURE OF QUALITY INFORMED BY CUTTING EDGE KNOWLEDGE, HUMANE PHYSICIAN ROLE MODELS, AND AN EMPHASIS ON CURIOSITY AND LIFELONG LEARNING. PARTICULAR COURSES INCLUDE PATIENT DOCTOR I AND PATIENT DOCTOR II, WHICH ARE BOTH YEARLONG COURSES TO TEACH STUDENTS INTERVIEWING SKILLS AND PHYSICAL DIAGNOSIS. OTHER COURSES ARE DESIGNED TO FOCUS ON HEALTH CARE QUALITY, RESEARCH, PHYSIOLOGY, AND GLOBAL HEALTH INITIATIVES. IN THE HEALTHCARE QUALITY COURSE, RESIDENTS ROTATE ON GEOGRAPHIC UNITS AND WORK IN MULTIDISCIPLINARY GROUPS TO IMPROVE QUALITY IN THEIR "BASE UNITS." TRAINING CLINICAL RESIDENTS INCLUDES TEACHING RESIDENTS HOW TO DO RESEARCH TO FOSTER RESEARCH CAREERS AND TO GAIN AN UNDERSTANDING OF HOW RESEARCH IMPACTS THE OVERALL MEDICAL FIELD. ONE PARTICULAR RESEARCH COURSE ENTITLED "RESEARCH FOR RESIDENTS" IS COMPLETED BY THREE-QUARTERS OF THE RESIDENTS IN THE INTERNAL MEDICINE RESIDENCY PROGRAM. FOR EXAMPLE, THE DEPARTMENT OF MEDICINE HAS DEVELOPED AN INTENSIVE COURSE IN COMPARATIVE PHYSIOLOGY. THE GOALS OF THE COURSE ARE TO INCREASE APPRECIATION FOR PHYSIOLOGY AND TO ENHANCE RESIDENTS' ROUTINE INCORPORATION OF PATHOPHYSIOLOGY INTO THEIR TEACHING AND CLINICAL ROLES. TRAINING IN GLOBAL HEALTH IS DONE TO ENCOURAGE RESIDENTS TO EXPAND THEIR MEDICAL EDUCATION BEYOND TRADITIONAL ROLES AND TO DEVELOP A MORE GLOBAL VISION OF HEALTH CARE. THROUGH WORLD-CLASS TEACHING, HMFP IS ABLE TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES SERVED, AND THE RESIDENTS ARE ABLE TO GAIN KNOWLEDGE AND SELF-RELIANCE AND ENRICH THEIR MEDICAL KNOWLEDGE AND CLINICAL SKILLS BY PRACTICING IN UNIQUE SETTINGS WITH LIMITED RESOURCES.
FORM 990, PART III, LINE 4C: RESEARCH PART OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S (HMFP) THREE-PRONG MISSION IS TO PARTICIPATE WITH BIDMC AS A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF OUR LOCAL AND EXTENDED COMMUNITIES. THE RESEARCH PROGRAM STRIVES TO BE RENOWNED FOR ITS BENCH-TO-BEDSIDE MODEL OF TRANSLATIONAL RESEARCH AND FOR ITS COLLABORATION WITH INDUSTRY AS A PATHWAY FOR TRANSFERRING THE FRUITS OF RESEARCH INTO MEDICAL PRODUCTS AND TREATMENTS THAT IMPROVE THE QUALITY OF LIFE. HMFP COMMITS TO MAINTAIN A COLLABORATIVE CULTURE AND MODERN, HIGH-QUALITY FACILITIES, AND TO TAKE FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG HARVARD MEDICAL SCHOOL AND THE HARVARD TEACHING HOSPITALS, AS WELL AS REACHING OUT AND COLLABORATING WITH NATIONALLY RECOGNIZED AND WORLD-RENOWNED EXPERTS IN VARIOUS FIELDS. HMFP SCIENTISTS CONTINUALLY SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACT BOTH FUNDAMENTAL RESEARCH AND CLINICAL TRIALS. THIS RESEARCH IS LED BY MORE THAN 360 PRINCIPAL INVESTIGATORS WHO ARE HARVARD MEDICAL SCHOOL FACULTY AND KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS AND CARDIOLOGY/CARDIAC SURGERY. OUR EXTRAORDINARY FACULTY HAS ESTABLISHED A CULTURE THAT IS COLLABORATIVE AND ORIENTED TOWARD TRANSLATING NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE.
FORM 990, PART III, LINE 4D: OTHER MEDICAL SERVICES OTHER REVENUE CONSISTS OF SUPPORT RECEIVED FROM BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND HARVARD MEDICAL SCHOOL FOR ADMINISTRATIVE SERVICES THAT HMFP EMPLOYEES PERFORM FOR RELATED ORGANIZATIONS. ALSO, INCLUDED IN OTHER REVENUE IS A MANAGEMENT FEE FROM THE CONSOLIDATED ENTITIES OF HMFP AND THE REVENUES GENERATED FROM EXTERNAL ORGANIZATIONS OF HMFP FOR ADMINISTRATIVE AND CLINICAL SERVICES PERFORMED AT LOCATIONS IN THE COMMUNITY. IN ADDITION TO THE SERVICES OUTLINED ABOVE, HMFP PERFORMED EDUCATIONAL RELATED ACTIVITIES RESEARCH INITIATIVES OVERSEAS. THE REVENUES RECEIVED FOR WORK PERFORMED ABROAD IS INCLUDED IN THE FINANCIAL STATEMENTS AS OTHER REVENUE.
FORM 990, PART IV, LINE 12 AND 12A: THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC., AND THE ENTITIES FOR WHICH HMFP SERVED AS SOLE MEMBER. ONE OR MORE OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WHOSE ACCOUNTS ARE INCLUDED IN THE HMFP AUDITED FINANCIAL STATEMENTS.
FORM 990, PART IV, LINE 11F HMFP AND EACH OF THE TAX EXEMPT AFFILIATES FOR WHICH IS SERVES AS MEMBER 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 THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN RECOGNITION IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. HMFP DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2019 OR 2018.
PART V, QUESTION 7G: CONTRIBUTIONS OF INTELLECTUAL PROPERTY HMFP DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
PART V QUESTION 7H: CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES HMFP 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 FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK 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 4 HMFP MADE CHANGES TO ITS BYLAWS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2019. CHANGES TO THE BYLAWS AFFECT THE NUMBER, QUALIFICATION, TERM AND APPOINTMENT OF TRUSTEES
FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION'S MEMBERS (THE "MEMBERS") SHALL CONSIST OF ALL OF THE PERSONS WHO ARE THEN SERVING AS MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7A AS REPORTED IN FORM 990, PARTS I AND VII, A MAJORITY OF THE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. BOARD OF DIRECTORS SERVE IN THEIR POSITION EX-OFFICIO.
FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE GOVERNING BODY HAVE THE FOLLOWING RIGHTS BY A SUPERMAJORITY VOTE: - TO APPROVE THE SALE, TRANSFER OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE HMFP'S ASSETS; - TO APPROVE THE PETITION FOR VOLUNTARY DISSOLUTION OR BANKRUPTCY OF HMFP; - TO APPROVE ANY AMENDMENT OF HMFP'S ARTICLES OF ORGANIZATION; - TO APPROVE ANY ACTION THAT WOULD CAUSE, OR COULD REASONABLY BE EXPECTED TO CAUSE, HMFP TO BREACH, WITH OR WITHOUT NOTICE OR THE PASSAGE OF TIME, ANY PROVISION OF THE AFFILIATION AGREEMENT DATED AS OF OCTOBER 1, 2006, BETWEEN HMFP AND BIDMC; - TO APPROVE ANY MERGER OR CONSOLIDATION OF HMFP; - TO APPROVE CERTAIN AMENDMENTS TO HMFP'S BYLAWS; - TO APPROVE THE ADOPTION OR IMPLEMENTATION OF ANY PLAN FOR THE SOLICITATION OF CHARITABLE CONTRIBUTIONS BY HMFP, OR THE ACCEPTANCE BY HMFP OF ANY CHARITABLE CONTRIBUTION, DONATION, AWARD OR GIFT OF ANY TYPE THAT WOULD, OR COULD REASONABLY BE EXPECTED TO, IMPOSE A MATERIAL OBLIGATION ON BIDMC OR WOULD, OR COULD REASONABLY BE EXPECTED TO, HAVE AN ADVERSE IMPACT HMFP'S OR BIDMC'S RIGHTS AND OBLIGATIONS UNDER THE AFFILIATION AGREEMENT, PROVIDED HOWEVER, THAT THIS SHALL NOT APPLY TO UNSOLICITED DONATIONS; - TO APPROVE THE INCURRENCE OF INDEBTEDNESS BY HMFP THAT WOULD RESULT IN A CONSOLIDATED DEBT TO CAPITALIZATION RATIO GREATER THAN 0.4:1.0; - TO APPROVE ANY CAPITAL EXPENDITURE OR COMMITMENT BY HMFP THAT IS REASONABLY EXPECTED TO RESULT IN DAYS OF UNRESTRICTED CONSOLIDATED CASH ON HAND BEING LESS THAN 60 DAYS; - TO APPROVE THE TRANSFER BY HMFP TO ANY OTHER ENTITY OR ENTITIES, INDIVIDUALLY OR IN THE AGGREGATE, IN ANY FISCAL YEAR OF MORE THAN 5% OF THE CONSOLIDATED UNRESTRICTED NET ASSETS (DETERMINED AS OF THE END OF THE IMMEDIATELY PRECEDING FISCAL YEAR) FOR LESS THAN FAIR MARKET VALUE; - TO APPROVE OF THE BUDGETING OF A CONSOLIDATED OPERATING LOSS BY HMFP; AND, - OTHER POWERS AND RIGHTS AS VESTED BY LAW.
FORM 990, PART VI, SECTION B, LINE 11B THE PREPARATION AND THE FILING OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INC. (HMFP) FORM 990 AND SUPPORTING SCHEDULES ARE THE RESPONSIBILITY OF THE HMFP CHIEF FINANCIAL OFFICER. FOR FISCAL YEAR 2019, THE ACCOUNTING FIRM DELOITTE TAX LLP PREPARED THE FORM 990 WITH ASSISTANCE AND GUIDANCE FROM HMFP'S ACCOUNTING AND FINANCE STAFF. THE DIRECTOR OF TAXATION OF BETH ISRAEL LAHEY HEALTH, INC. (BILH)/BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) ALSO OVERSAW THE TAX PREPARATION PROCESS. AS PREVIOUSLY NOTED, EFFECTIVE MARCH 1, 2019 BILH BECAME AS THE SOLE MEMBER OF BIDMC AND HMFP IS AN ENTITY INTEGRALLY RELATED TO BIDMC. THE CONTENT OF THE FORM 990 WAS DISCUSSED WITH THE INDEPENDENT HMFP DIRECTORS AT AN AUDIT COMMITTEE AND/OR BOARD OF DIRECTORS MEETING. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. THE COMPLETED FORM 990 IS FILED WITH THE PROPER AUTHORITIES BY HMFP'S CFO AND HER TEAM.
FORM 990, PART VI, SECTION B, LINE 12C HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS COMMITTED TO PURSUING ITS CHARITABLE MISSIONS AND CONDUCTING BUSINESS IN A RESPONSIBLE AND ETHICAL MANNER. MANY INDIVIDUALS SERVE HMFP IN A VARIETY OF CAPACITIES THAT INVOLVE MAKING OR INFLUENCING SIGNIFICANT DECISIONS. SOME OF THESE INDIVIDUALS MAY HAVE OR DEVELOP PERSONAL INTERESTS WHICH CREATE A CONFLICT BETWEEN THOSE PERSONAL INTERESTS AND THE INTERESTS OF HMFP OR WHICH COULD BE PERCEIVED AS CREATING SUCH A CONFLICT. HMFP HAS ADOPTED A COMPREHENSIVE CONFLICT OF INTEREST POLICY WHICH APPLIES TO HMFP DIRECTORS, STAFF AND NON-VOTING MEMBERS OF BOARD LEVEL COMMITTEES, OFFICERS, SENIOR MANAGEMENT, CHIEFS OF SERVICE, DIVISION CHIEFS, MEDICAL DIRECTORS AND OTHER EMPLOYEES AND PROFESSIONAL STAFF CATEGORIES AS IDENTIFIED FROM TIME TO TIME BY THE CHIEF EXECUTIVE OFFICER AND/OR DIRECTORS OF HMFP AND AS FILED WITH THE MEDICAL CENTER'S OFFICE OF COMPLIANCE AND BUSINESS CONDUCT. THE STANDARDS IN THE POLICY REQUIRE THAT HMFP OFFICERS AND MANAGEMENT (AS DESCRIBED ABOVE) SHALL NOT VOTE ON, INFLUENCE, OR MAKE RECOMMENDATIONS REGARDING A TRANSACTION OR DECISION WHEN THE INDIVIDUAL OR A MEMBER OF HIS OR HER FAMILY HAS A MATERIAL INTEREST IN AN ENTITY OR PROPERTY INVOLVED IN THE TRANSACTION OR DECISION. A MATERIAL INTEREST INCLUDES, BUT IS NOT LIMITED TO AN INDIVIDUAL OR FAMILY MEMBER HAVING A COMBINED INVESTMENT INTEREST OF GREATER THAN 5% OF AN ENTITY OR PROPERTY, AN INDIVIDUAL OR FAMILY MEMBER SERVING AS A DIRECTOR, TRUSTEE, OFFICER, PARTNER, EMPLOYEE, CONSULTANT, AGENT, MEMBER OF THE ACTIVE PROFESSIONAL STAFF, RESEARCHER OR ADVISOR (WHETHER IN A PAID OR VOLUNTARY CAPACITY) OF OR TO AN ENTITY (INCLUDING BUT NOT LIMITED TO HEALTH CARE PROVIDERS) OTHER THAN HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC, INC AND ITS AFFILIATES, AN INDIVIDUAL HOLDING AN ELECTED OR APPOINTED OFFICE OR POSITION IN A BRANCH OF GOVERNMENT OR IN A REGULATORY AGENCY HAVING AUTHORITY OR JURISDICTION OVER PROVIDERS OF HEALTH CARE (FOR MEMBERS OF THE JUDICIARY, AREAS OF CONFLICT WILL BE DEFINED IN THE CODE OF JUDICIAL CONDUCT, AND AN INDIVIDUAL (OR MEMBER OF HIS OR HER FAMILY) COMPETING WITH HMFP IN THE PURCHASE OR SALE OR ANY PROPERTY RIGHT, INTEREST OR SERVICE. AN INDIVIDUAL, MEMBER OF HIS OR HER FAMILY, OR AN ENTITY IN WHICH ONE OR MORE OF THEM HAS A MATERIAL INTEREST MAY NOT DO BUSINESS WITH, OR COMPETE WITH HMFP UNLESS EXPRESSLY AUTHORIZED BY THE APPROPRIATE GOVERNING BODY OR OFFICER AFTER FULL DISCLOSURE. THE STANDARDS ALSO REQUIRE THAT AN INDIVIDUAL OR MEMBER OF HIS OR HER FAMILY NOT ACCEPT GIFTS OR OTHER FAVORS OF VALUE GREATER THAN FIFTY DOLLARS UNDER CIRCUMSTANCES THAT MIGHT LEAD TO THE INFERENCE THAT THE GIFT OR FAVOR WAS INTENDED TO INFLUENCE HIS OR HER DECISION-MAKING WHILE SERVING HMFP. AN INDIVIDUAL SHOULD NOT DISCLOSE OR USE THE HMFP INFORMATION FOR PERSONAL PROFIT OR ADVANTAGE OR USE OR DISCLOSE CONFIDENTIAL AND/OR STRATEGIC INFORMATION IN ADVANCE OF ITS AUTHORIZED RELEASE. HMFP HAS PREPARED A FORMAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT IS REQUIRED TO BE COMPLETED ANNUALLY BY ALL INDIVIDUALS TO WHOM THE CONFLICT OF INTEREST POLICY APPLIES (SEE ABOVE) AND OTHER KEY HMFP PERSONNEL. IN ADDITION, ANY INDIVIDUAL COVERED BY THIS POLICY IS REQUIRED TO IMMEDIATELY UPDATE THEIR DISCLOSURE STATEMENT AT ANY TIME DURING THE YEAR THAT THE INFORMATION REQUESTED ON THE STATEMENT CHANGES. THE POLICY ALSO REQUIRES ANY HMFP EMPLOYEE WHO IS IN A POSITION TO APPROVE OR INFLUENCE A PARTICULAR TRANSACTION OR DECISION IN WHICH THE EMPLOYEE (OR HIS/HER FAMILY MEMBER) HAS A MATERIAL INTEREST TO DISCLOSE SUCH RELATIONSHIP(S) TO HIS OR HER SUPERVISOR AND AS APPROPRIATE THEN TO THE HMFP COMPLIANCE DEPARTMENT FOR REVIEW AND RESOLUTION PRIOR TO ANY ACTION BY HMFP. THE HMFP COMPLIANCE DEPARTMENT SHALL SEEK GUIDANCE IN THESE MATTERS FROM THE HMFP CEO OR HIS OR HER DESIGNEE AND HMFP LEGAL COUNSEL AS APPROPRIATE. A REPORT DOCUMENTING THE RESULTS OF ANY SUCH REVIEW SHALL BE PREPARED BY HMFP LEGAL COUNSEL FOR PRESENTATION TO THE HMFP CEO. DIRECTORS HAVE SPECIFICALLY DEFINED PROCEDURES TO REPORT CONFLICTS TO THE BOARD OR BOARD COMMITTEE AND ARE DIRECTED NOT TO PARTICIPATE IN DISCUSSION OR DECISIONS AND NOT TO VOTE OR BE COUNTED IN A QUORUM FOR PURPOSES OF THE RELATED VOTE. IF THE BOARD (OR ANY COMMITTEE THEREOF) OF HMFP FEELS THAT ANY INDIVIDUAL HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT WILL INFORM THE INDIVIDUAL OF THE BASIS OF THE BELIEF AND AFFORD THE INDIVIDUAL AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INDIVIDUAL AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED UNDER THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE INDIVIDUAL FAILED TO PROPERLY DISCLOSE A CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTIONS. THE MINUTES OF THE HMFP BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS WILL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A MATERIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE NATURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE NAMES OF THE PERSON WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, A SUMMARY OF THE DISCUSSION, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. THE CONFLICT OF INTEREST POLICY ALSO PROVIDES FOR PERIODIC REVIEW OF VARIOUS ARRANGEMENTS AND AGREEMENTS TO PROMOTE REGULATORY COMPLIANCE, INCLUDING AVOIDANCE OF IMPERMISSIBLE PRIVATE BENEFIT, PRIVATE INUREMENT OR EXCESS BENEFIT TO PERSONS POSSESSING SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF HMFP. THERE ARE ALSO LIMITATIONS OF VOTING POWERS REGARDING COMPENSATION AND LIMITATIONS ON THE USE OF THE CORPORATE NAME TO PROTECT THE INTEGRITY AND REPUTATION OF HMFP. AS PREVIOUSLY NOTED IN THIS FILING, FOR THE PERIOD COVERED BY THIS FILING BILH SERVED AS THE SOLE MEMBER OF THE MEDICAL CENTER AND HMFP IS AN ENTITY INTEGRALLY RELATED TO THE MEDICAL CENTER. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE BILH TAX DEPARTMENT ISSUED A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE HMFP BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE WASS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR HMFP TO COMPLETELY AND ACCURATELY 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 HMFP HAS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE HMFP BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONDUCTS THE PROCESS OF DETERMINING COMPENSATION OF ALL INDIVIDUALS EMPLOYED BY HMFP AND FOR SPECIFICALLY THE CHIEF EXECUTIVE OFFICER, CHIEFS/CHAIRS OF SERVICE AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMPENSATION COMMITTEE UTILIZES COMPARATIVE INDUSTRY DATA, OUTSIDE CONSULTANTS, AND OTHER OUTSIDE MARKET DATA TO HELP DETERMINE COMPENSATION. HMFP HAS FORMAL COMPENSATION POLICIES THAT ARE DOCUMENTED AND REVIEWED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE PRE-APPROVES COMPENSATION PLANS WHICH ARE DOCUMENTED IN A FORMALIZED MANNER BEFORE BEING PRESENTED TO EMPLOYEES. THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES AND THAT COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, NATIONAL DATA BENCHMARKING AND HARVARD MEDICAL SCHOOL GUIDELINES. IN SETTING COMPENSATION, THE HMFP COMPENSATION COMMITTEE ALSO RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES THAT REGULARLY ASSESS COMPENSATION AND BENEFITS FOR CLINICAL CHIEFS OF SERVICE COMPARED WITH SIMILAR ORGANIZATIONS.
FORM 990, PART VI, SECTION C, LINE 19 HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215
FORM 990, PART VI, SECTION B, LINE 16B: ALTHOUGH HMFP HAD NOT ADOPTED A FORMAL JOINT VENTURE POLICY FOR THE FISCAL PERIOD COVERED BY THIS FILING, ANY HMFP ACTIVITY AS A PARTICIPANT IN A JOINT VENTURE IS REVIEWED WITH LEGAL COUNSEL TO ENSURE HMFP'S TAX-EXEMPT STATUS IS PROTECTED.
FORM 990, PART XI, LINE 9: OTHER CHANGE IN NET ASSETS -2,737,861.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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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
2018
Open to Public Inspection
Name of the organization
HARVARD MEDICAL FACULTY PHYSICIANS AT
BETH ISRAEL DEACONESS MEDICAL CENTER INC
Employer identification number

22-2768204
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) LONGWOOD ACADEMY PHYSICIANS LLC
375 LONGWOOD AVENUE
BOSTON,MA02215
22-2768204 		MEDICAL AND SURGICAL SERVICES MA 0 0 HARVARD MEDICAL FACULTY PHYSICIANS ASSOCIATES AT BETH ISRAEL DEACONESS MEDI
 










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)ADDISON GILBERT SOCIETY INC
41 MALL ROAD

BURLINGTON,MA01805
46-4371382 		SUPPORT MA 501(C)(3) 7 LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(2)ANNA JAQUES COMMUNITY HEALTH FOUNDATION
25 HIGHLAND AVE

NEWBURYPORT,MA01950
04-3318952 		FUNDRSG ORG MA 501(C)(3) 12A, I ANNA JAQUES HOSPITAL INC
 
Yes
 
(3)ANNA JAQUES HOSPITAL INC
25 HIGHLAND AVE

NEWBURYPORT,MA01950
04-2104338 		HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(4)ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVE

BOSTON,MA02215
32-0058309 		TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) 12A, I HMFP AT BIDMC
 
Yes
 
(5)BAIM INSTITUTE OF CLINICAL RESEARCH INC FKA HCRI
930 COMMONWEALTH AVE

BOSTON,MA02215
04-3521077 		SCIENTIFIC & MEDICAL RESEARCH MA 501(C)(3) 7 N/A
Yes
 
(6)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) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(7)BETH ISRAEL 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) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(8)BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
275 SANDWICH ST

PLYMOUTH,MA02360
22-2667354 		HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(9)BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE

BOSTON,MA02215
04-2103881 		THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(10)BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO
41 MALL ROAD

BURLINGTON,MA01805
47-2248298 		HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(11)BETH ISRAEL LAHEY HEALTH INC
20 UNIVERSITY ROAD

CAMBRIDGE,MA02138
83-2671600 		SUPPORT MA 501(C)(3) 12A, I N/A
Yes
 
(12)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) 12A, I HMFP AT BIDMC
 
Yes
 
(13)BI COMMUNITY FOUNDATION INC
330 BROOKLINE AVE STE 300

BOSTON,MA02215
04-2776678 		INACTIVE CORPORATION MA 501(C)(3) 7 N/A
Yes
 
(14)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) 12A, I HMFP AT BIDMC
 
Yes
 
(15)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) 12A, I HMFP AT BIDMC
 
Yes
 
(16)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) 12A, I HMFP AT BIDMC
 
Yes
 
(17)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) 12A, I HMFP AT BIDMC
 
Yes
 
(18)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) 12A, I HMFP AT BIDMC
 
Yes
 
(19)BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
02-0671240 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HMFP AT BIDMC
 
Yes
 
(20)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) 12A, I HMFP AT BIDMC
 
Yes
 
(21)BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
482 BEDFORD STREET

LEXINGTON,MA02420
04-3200113 		SUPPORT MA 501(C)(3) 12A, I N/A
 
No
(22)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) 12A, I HMFP AT BIDMC
 
Yes
 
(23)BIDMC PHARMACY INC
330 BROOKLINE AVE

BOSTON,MA02215
82-2526816 		OPERATE A SPECIALTY PHARMACY MA 501(C)(3) 12A, I BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(24)BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF
199 REEDSDALE RD

MILTON,MA02186
22-2566792 		PROMOTE HEALTHCARE MA 501(C)(3) 12A, I BETH ISRAEL DEACONESS HOSPITAL - MILTON
 
Yes
 
(25)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) 12A, I HMFP AT BIDMC
 
Yes
 
(26)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) 12A, I HMFP AT BIDMC
 
Yes
 
(27)CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVE SUITE 250

DANVERS,MA01923
04-2400270 		SUBSTANCE ABUSE MA 501(C)(3) 10 NORTHEAST BEHAVIORAL HEALTH CORPORATION
 
Yes
 
(28)CAREGROUP PARMENTER HOME CARE & HOSPICE INC
330 MOUNT AUBURN ST

CAMBRIDGE,MA02138
47-3111453 		HOME CARE & HOSPICE MA 501(C)(3) 12A, I MOUNT AUBURN HOSPITAL
 
Yes
 
(29)CAREGROUP INC
109 BROOKLINE AVE STE 300

BOSTON,MA02215
22-2629185 		OVERSEE FINANCIAL HEALTH OF AFFILIATES MA 501(C)(3) 12C, III-FI N/A
 
No
(30)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) 12A, I N/A
 
No
(31)COMMUNITY PHYSICIAN ASSOCIATES INC
199 REEDSDALE RD

MILTON,MA02186
04-3243146 		OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) 3 MILTON HOSPITAL FOUNDATION
 
Yes
 
(32)CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
185 PILGRIM ROAD

BOSTON,MA02215
04-3242952 		SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HMFP AT BIDMC
 
Yes
 
(33)HEALTH AND EDUCATION HOUSING SERVICES
199 ROSEWOOD DRIVE

DANVERS,MA01923
22-3232914 		HUD HOUSING MA 501(C)(3) 10 NORTHEAST BEHAVIORAL HEALTH CORPORATION
 
Yes
 
(34)JORDAN HEALTH SYSTEMS INC
275 SANDWICH ST

PLYMOUTH,MA02360
04-2103805 		PROMOTE HEALTHCARE MA 501(C)(3) 7 BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(35)JORDAN PHYSICIANS ASSOCIATES INC
275 SANDWICH ST

PLYMOUTH,MA02360
04-3228556 		OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) 10 JORDAN HEALTH SYSTEMS INC
 
Yes
 
(36)LAHEY CLINIC CANADIAN FOUNDATION
130 KING STREET WEST
CA
FUNDRSG ORG CA NON-US   N/A
 
No
(37)LAHEY CLINIC FOUNDATION INC
41 MALL ROAD

BURLINGTON,MA01805
04-2323457 		SUPPORT MA 501(C)(3) 7 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(38)LAHEY CLINIC HOSPITAL INC
41 MALL ROAD

BURLINGTON,MA018050001
04-2704686 		HEALTHCARE MA 501(C)(3) 3 LAHEY CLINIC FOUNDATION INC
 
Yes
 
(39)LAHEY CLINIC INC
41 MALL ROAD

BURLINGTON,MA018050001
04-2704683 		HEALTHCARE MA 501(C)(3) 10 LAHEY CLINIC FOUNDATION INC
 
Yes
 
(40)LAHEY HEALTH SHARED SERVICES INC
41 MALL ROAD

BURLINGTON,MA01805
04-3178972 		ADMINISTRATION MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(41)LAHEY HEALTH SYSTEMS INC
41 MALL ROAD

BURLINGTON,MA01805
61-1665701 		SUPPORT MA 501(C)(3) 12C, III-FI N/A
 
No
(42)LONGWOOD MEDICAL ENERGY COLLABORATIVE
160 LONGWOOD AVENUE

BOSTON,MA02215
04-3476764 		COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS MA 501(C)(3) 12A, I N/A
Yes
 
(43)LONGWOOD MEDICAL INTL FOUNDATION
375 LONGWOOD AVENUE

BOSTON,MA02215
04-3208878 		INACTIVE CORPORATION MA 501(C)(3) 12A, I  
Yes
 
(44)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) 10 BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(45)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) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(46)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) 12A, I MOUNT AUBURN HOSPITAL
 
Yes
 
(47)NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVE

BOSTON,MA02120
04-2103612 		ORTHOPEDIC SPECIALTY HOSPITAL MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(48)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) 3 NEW ENGLAND BAPTIST HOSPITAL
 
Yes
 
(49)NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVE

DANVERS,MA01923
04-2777145 		HEALTHCARE MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(50)NORTHEAST HEALTH SYSTEM INC
85 HERRICK ST

BEVERLY,MA01915
04-3240453 		SUPPORT MA 501(C)(3) 12A, I LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(51)NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREET

BEVERLY,MA01915
04-2121317 		HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(52)NORTHEAST MEDICAL PRACTICE INC
85 HERRICK ST

BEVERLY,MA01915
04-3201853 		HEALTHCARE MA 501(C)(3) 10 NORTHEAST HOSPITAL CORPORATION
 
Yes
 
(53)NORTHEAST PROFESSIONAL REGISTRY OF NURSES
800NCUMMINGS CENTER

BEVERLY,MA01915
20-1287349 		HEALTHCARE MA 501(C)(3) 10 NORTHEAST SENIOR HEALTH CORPORATION
 
Yes
 
(54)NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK STREET

BEVERLY,MA01915
04-2731137 		HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(55)SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVE

NEWBURYPORT,MA01915
04-3485648 		PHYSICIAN GROUP MA 501(C)(3) 10 ANNA JAQUES HOSPITAL INC
 
Yes
 
(56)SEACOAST NURSING AND REHABILITION CENTER
300 WASHINGTON ST

GLOUCESTER,MA01930
04-1305001 		HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(57)SEACOAST REGIONAL HEALTH SYSTEMS INC
25 HIGHLAND AVE

NEWBURYPORT,MA01915
22-2814214 		SUPPORT ORG MA 501(C)(3) 12A, I N/A
 
No
(58)SEACOAST REGIONAL MRI INC
25 HIGHLAND AVE

NEWBURYPORT,MA01915
32-0443663 		HEALTH SVCS MA 501(C)(3) 10 N/A
 
No
(59)WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVENUE

WINCHESTER,MA01890
22-3137856 		ACO MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC
 
Yes
 
(60)WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUE

WINCHESTER,MA01890
22-2701817 		MANAGEMENT MA 501(C)(3) 12A, I LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(61)WINCHESTER HOSPITAL
41 HIGHLAND AVENUE

WINCHESTER,MA018900000
04-2104434 		HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(62)WINCHESTER HOSPITAL FOUNDATION INC
41 HIGHLAND AVENUE

WINCHESTER,MA01890
04-3399570 		SUPPORT MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) BIDCO PHYSICIAN LLC

ONE UNIVERSITY AVE NORTH ENTRANCE
WESTWOOD,MA02090
46-1589743 		COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA  
EXCLUDED 922,597 6,798,074   No     No 51.000 %
(2) BIDCO HOSPITAL LLC

247 STATION DRIVE NORTHWEST 1
WESTWOOD,MA02090
46-1643790 		COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A
                  
(3) CAREGROUP CLINICAL RESEARCH LLC

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

109 BROOKLINE AVENUE
BOSTON,MA02215
04-3278109 		INVESTMENT PARTNERSHIP MA  
EXCLUDED 2,672,823 55,875,964   No -133,245   No 5.930 %
(5) PHYSICIAN PROFESSIONAL SERVICES LLP

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

125 PARKER HILL AVE
BOSTON,MA02120
46-5120176 		TO PROVIDE ORTHOPEDIC MEDICAL SERVICES MA N/A
                  
(7) WINCHESTER HOSPITALSHIELDS MRI LLC

700 CONGRESS ST
QUINCY,MA02169
46-2523117 		MRI SERVICES MA N/A
                  
(8) SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC

700 CONGRESS ST STE 204
QUINCY,MA02169
38-3989358 		MRI SERVICES MA N/A
                  
(9) HAVERHILL MOB LLC

50 CHESTNUT ST
NEEDHAM,MA02492
81-2856118 		MEDICAL OFFICE BUILDING MA N/A
                  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) JORDAN COMMUNITY ACO INC

275 SANDWICH ST
PLYMOUTH,MA02360
45-4047430 		COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH MA N/A
 C       Yes  
(2) GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC

25 HIGHLAND AVE
NEWBURYPORT,MA01950
16-1744477 		MANAGEMENT SERVICES MA N/A
 C       Yes  
(3) LAHEY CLINIC INSURANCE CO LTD

CRAIG APPIN HOUSE PO BOX HM 2450
HAMILTON    
BD
INSURANCE BD N/A
 C       Yes  
(4) LEDGEWOOD HEALTHCARE CORPORATION

680 SOUTH FOURTH STREET
LOUISVILLE,KY40202
04-2855189 		NURSING HOME KY N/A
 C       Yes  
(5) NORTHEAST PROPRIETARY CORP

85 HERRICK STREET
BEVERLY,MA01915
04-2855191 		MEDICAL SERVICES MA N/A
 C       Yes  
(6) WINCHESTER PHYSICIAN ASSOCIATES INC

41 HIGHLAND AVE
WINCHESTER,MA01890
04-3262963 		MANAGEMENT SERVICES MA N/A
 C       Yes  
(7) WINCHESTER HEALTHCARE ENTERPRISES INC

41 HIGHLAND AVE
WINCHESTER,MA01890
04-2932059 		MANAGEMENT SERVICES MA N/A
 C       Yes  
(8) WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC

41 HIGHLAND AVE
WINCHESTER,MA01890
47-2646454 		PHYS HOSP ORG MA N/A
 C       Yes  
(9) NORTHEAST HEALTH SYSTEMS PHYSICIAN HOSPITAL ORGANIZATION INC

500 CUMMINGS CENTER STE 6500
BEVERLY,MA01915
04-3258053 		MEDICAL SERVICES MA N/A
 C       Yes  
(10) NORTHEAST PHYSICIAN PRACTICE

85 HERRICK STREET
BEVERLY,MA01915
04-3285837 		PHYSICIAN OFFICE MA N/A
 C       Yes  
(11) NPP SUPPORT SERVICES

85 HERRICK STREET
BEVERLY,MA01915
04-2721511 		PHYSICIAN OFFICE MA N/A
 C       Yes  
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
Yes
 
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BETH ISRAEL LAHEY HEALTH INC

 P 672,421 FMV
(2) BETH ISRAEL DEACONESS MEDICAL CENTER

 P 77,884,787 FMV
(3) BETH ISRAEL DEACONESS MEDICAL CENTER

 Q 167,422,487 FMV
(4) MOUNT AUBURN HOSPITAL

 Q 930,260 FMV
(5) MOUNT AUBURN PROFESSIONAL SERVICES INC

 P 300,516 FMV
(6) BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC

 P 28,263 FMV
(7) BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC

 Q 1,793,154 FMV
(8) JORDAN PHYSICIANS ASSOCIATES INC

 P 7,602 FMV
(9) JORDAN PHYSICIANS ASSOCIATES INC

 Q 1,937,056 FMV
(10) NEW ENGLAND BAPTIST HOSPITAL

 P 225,326 FMV
(11) NEW ENGLAND BAPTIST HOSPITAL

 Q 534,382 FMV
(12) NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC

 Q 431,360 FMV
(13) BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC

 P 628,327 FMV
(14) BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC

 Q 3,123,742 FMV
(15) ASSOC PHYS HARVARD MED FAC PHY AT BIDMC

 P 16,002,037 FMV
(16) ASSOC PHYS HARVARD MED FAC PHY AT BIDMC

 Q 30,991,627 FMV
(17) BI ANAESTHESIA FOUNDATION INC

 P 259,392 FMV
(18) BI ANAESTHESIA FOUNDATION INC

 Q 482,450 FMV
(19) BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC

 R 447,640 FMV
(20) BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC

 Q 610,836 FMV
(21) BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC

 R 611,240 FMV
(22) BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC

 R 331,570 FMV
(23) BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC

 R 118,000 FMV
(24) BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC

 S 228,371 FMV
(25) BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC

 R 522,560 FMV
(26) BI DERMATOLOGY FOUNDATION INC

 R 36,310 FMV
(27) BI DERMATOLOGY FOUNDATION INC

 S 78,142 FMV
(28) BIH PATHOLOGY FOUNDATION INC

 R 180,700 FMV
(29) BIH PATHOLOGY FOUNDATION INC

 S 468,857 FMV
(30) BIH RADIOLOGIC FOUNDATION INC

 R 804,910 FMV
(31) BIH RADIOLOGIC FOUNDATION INC

 S 73,522 FMV
(32) CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN

 R 150,750 FMV
(33) BIDCO PHYSICIAN LLC

 S 112,500 FMV
(34) PHYSICIAN PROFESSIONAL SERVICES LLP

 R 9,412,339 FMV
(35) PHYSICIAN PROFESSIONAL SERVICES LLP

 S 1,142,381 FMV
(36) SEACOAST AFFILIATED GROUP PRACTICE INC

 S 775,050 FMV
(37) LAHEY CLINIC FOUNDATION INC

 S 261,817 FMV
(38) SEACOAST AFFILIATED GROUP PRACTICE INC

 S 775,050 FMV
(39) BETH ISRAEL DEACONESS HOSPITAL - MILTON INC

 Q 2,237,963 FMV
(40) BIDCO PHYSICIAN LLC

 P 1,532,799 FMV
(41) BIDCO PHYSICIAN LLC

 Q 3,525,208 FMV
(42) PHYSICIAN PROFESSIONAL SERVICES LLP

 R 9,412,339 FMV
(43) PHYSICIAN PROFESSIONAL SERVICES LLP

 S 1,142,381 FMV
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
PART I - V: AS NOTED THROUGHOUT THIS FILING, ON MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH (BILH) BECAME SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK AFFILIATES. BY-LAW CHANGES WERE MADE TO REFLECT THE CENTRALIZATION OF THE SYSTEM, AND AS SUCH, AFFILIATES WITHIN THE BILH SYSTEM ARE CONSIDERED CONTROLLED ENTITIES UNDER IRC SECTION 512(B)(13), AS EACH AFFILIATE IS UNDER COMMON GOVERNANCE CONTROL, AS DESCRIBED IN TREAS. REGS. 1.512(B)-1(L)(4). UNDER IRC SEC. 512, CONTROL MEANS THAT MORE THAN 50 PERCENT OF THE DIRECTORS OR TRUSTEES OF AN ORGANIZATION ARE EITHER REPRESENTATIVES OF, OR DIRECTLY OR INDIRECTLY CONTROLLED, BY AN EXEMPT ORGANIZATION. A TRUSTEE OR DIRECTOR IS A REPRESENTATIVE OF AN EXEMPT ORGANIZATION IF THEY ARE A TRUSTEE, DIRECTOR, AGENT, OR EMPLOYEE OF SUCH EXEMPT ORGANIZATION. UNDER THIS DEFINITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND AFFILIATES ARE INCLUDED IN HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR.
Schedule R (Form 990) 2018

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