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
TUFTS MEDICAL CENTER GROUP RETURN
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
800 WASHINGTON STREET BOX 468
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021111533
D Employer identification number

27-0440772
E Telephone number

G Gross receipts $ 1,015,680,518
F Name and address of principal officer:
KRISTINE HANSCOM
800 WASHINGTON STREET BOX 468
BOSTON,MA021111533
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.TUFTSMEDICALCENTER.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions) Click to see attachment
H(c)
Group exemption number MediumBullet5466
K Form of organization:  
L Year of formation:  
M State of legal domicile:
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: WE STRIVE TO HEAL, TO COMFORT, TO TEACH, TO LEARN, AND TO SEEK THE KNOWLEDGE TO PROMOTE HEALTH AND TO PREVENT DISEASE. OUR PATIENTS AND THEIR FAMILIES ARE AT THE CENTER OF EVERYTHING WE DO. SEE PART III.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 49
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 31
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 6,712
6 Total number of volunteers (estimate if necessary) ............. 6 199
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -367,248
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -367,248
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 46,952,059 46,728,560
9 Program service revenue (Part VIII, line 2g) ......... 886,161,623 959,004,182
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,154,690 8,112,667
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 834,966 982,465
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 943,103,338 1,014,827,874
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
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) 447,090,000 469,710,767
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 3,000 3,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,391,776    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 465,709,312 509,863,603
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 912,802,312 979,577,370
19 Revenue less expenses. Subtract line 18 from line 12....... 30,301,026 35,250,504
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 850,185,949 944,608,833
21 Total liabilities (Part X, line 26)............. 629,650,351 748,899,949
22 Net assets or fund balances. Subtract line 21 from line 20..... 220,535,598 195,708,884
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 $ 761,342,126 including grants of $   ) (Revenue $ 958,101,964 )
TUFTS MEDICAL CENTER, INC. LOCATED IN BOSTON, MA OPERATES A 415 BED ACUTE-CARE GENERAL HOSPITAL ESTABLISHED TO PROVIDE HEALTHCARE SERVICES PRIMARILY IN THE GREATER BOSTON AREA, WHICH ALSO ATTRACTS PATIENTS FROM ELSEWHERE IN NEW ENGLAND AND BEYOND.NEW ENGLAND LONG-TERM CARE, INC. OPERATES AN 80 BED NURSING HOME SPECIALIZING IN THE CARE OF CHILDREN WHO ARE SEVERELY MENTALLY HANDICAPPED AND/OR MULTIPLY PHYSICALLY HANDICAPPED.NEW ENGLAND QUALITY CARE ALLIANCE, INC. OPERATES FOR THE PURPOSE OF SUPPORTING ACTIVITIES OF TUFTS MEDICAL CENTER PARENT, INC. AND ITS AFFILIATES. NEQCA INTEGRATES COMMUNITY AND ACADEMIC PHYSICIANS DEDICATED TO PROVIDING COMPREHENSIVE, INNOVATIVE, HIGH QUALITY AFFORDABLE HEALTH CARE THAT BRINGS VALUE TO THEIR PATIENTS AND THE COMMUNITY, AND EXPANDS THE TEACHING AND RESEARCH MISSION OF TUFTS MEDICAL CENTER, INC.TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. PROVIDES RENTAL SERVICE PROGRAMS TO PROMOTE THE INTEREST OF TUFTS MEDICAL CENTER, INC. AND ITS AFFILIATED ORGANIZATIONS BY ACQUIRING, MAINTAINING, MANAGING, DEVELOPING, LEASING, AND DISPOSING OF REAL ESTATE PROPERTY. EFFECTIVE JANUARY 1, 2019, TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. MERGED INTO TUFTS MEDICAL CENTER, INC.NEW ENGLAND QUALITY CARE ALLIANCE ACCOUNTABLE CARE, INC. IS A NONPROFIT ACCOUNTABLE CARE ORGANIZATION FORMED TO IMPROVE THE HEALTH OF PATIENTS, AND TO ENHANCE THE PATIENT'S EXPERIENCE OF CARE AND THE REDUCTION OF THE PER CAPITA COST OF CARE, THROUGH INTEGRATED CARE COORDINATION, SHARED SAVINGS, AND QUALITY INCENTIVES.TUFTS MEDICAL CENTER COMMUNITY CARE, INC. WORKS JOINTLY WITH TUFTS MEDICAL CENTER PARENT, INC. AND AFFILIATES TO DEVELOP, IMPLEMENT, AND OPERATE AN INTEGRATED HEALTH CARE DELIVERY SYSTEM AND TO PROVIDE COST-EFFECTIVE AND HIGH-QUALITY PATIENT CARE WITHIN SUCH SYSTEM.
4b (Code:   ) (Expenses $ 33,837,286 including grants of $   ) (Revenue $ 490,362 )
TUFTS MEDICAL CENTER, INC. ADMINISTERS PROGRAMS FOR APPROXIMATELY 280 RESIDENTS, 73 INTERNS AND 104 FELLOWS IN 44 SPECIALTIES AND SUBSPECIALTIES WHO ROTATE TO APPROXIMATELY 54 HOSPITALS AND OTHER ORGANIZATIONS LOCATED PRIMARILY IN THE GREATER BOSTON AREA.
4c (Code:   ) (Expenses $ 7,635,660 including grants of $   ) (Revenue $ 411,856 )
TUFTS MEDICAL CENTER, INC. ENGAGES IN RESEARCH ACTIVITIES FUNDED BY GRANTS AND CONTRACTS FOR U.S. GOVERNMENT AGENCIES AND OTHER PRIVATE SOURCES.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet802,815,072
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)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
 
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............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
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...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
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..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
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
432
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
6,712
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
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
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
49
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
31
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
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
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
 
No
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
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
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:
MediumBulletKATHLEEN DAVIS800 WASHINGTON STREET   BOSTON,MA02111 (617) 636-5000
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) HARRIS BERMAN MD......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(2) CRAIG BEST MD......................................................................
TRUSTEE/PRESIDENT & CEO - PO
1.00
.................
39.00
X           0 658,022 36,129
(3) MARGARET BROWN ESQ......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(4) ELIZABETH BURBA MD......................................................................
TRUSTEE (UNTIL AUG. 2019)
1.00
.................
0.00
X           0 0 0
(5) CHESTER BLACK......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(6) JOSEPH P CAMPANELLI......................................................................
TRUSTEE/CHAIR
1.00
.................
0.00
X           0 0 0
(7) JENNY S CHIANG MD......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(8) MARK COLLINS MD......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(9) THOMAS COSTELLO MD......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(10) MICHELE CRAGE MD......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(11) DAVID CRISS MD......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(12) JATIN DAVE MD......................................................................
TRUSTEE
40.00
.................
0.00
X           437,275 0 49,140
(13) ROBERT D'AGOSTINO MD......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(14) DAN DRISCOLL MD......................................................................
TRUSTEE
1.00
.................
39.00
X           0 347,755 46,632
(15) KAREN FREUND MD......................................................................
TRUSTEE
1.00
.................
39.00
X           0 340,685 48,529
(16) YVONNE GARCIA......................................................................
TRUSTEE (UNTIL DEC. 2018)
1.00
.................
0.00
X           0 0 0
(17) STEVE GOLDEN MD......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
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) STANLEY GOLDSTEIN........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(19) K ERIK HENRIKSON MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(20) KELLI KENNEDY MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(21) MARVIN A KONSTAM MD........................................................................
TRUSTEE
1.00
.......................39.00
X           0 408,161 32,576
(22) MATTHEW LARKIN........................................................................
TRUSTEE
1.00
.......................39.00
X           0 406,487 48,495
(23) GENIA LONG........................................................................
TRUSTEE/VICE CHAIR
1.00
.......................0.00
X           0 0 0
(24) WILLIAM C MACKEY MD........................................................................
TRUSTEE
1.00
.......................39.00
X           0 557,319 48,864
(25) ELEANOR MORESCO........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(26) ANTHONY P MONACO MD PHD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(27) JOHN MOORE........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(28) PAUL NASSER........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(29) MICHAEL NEWMAN MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(30) KANU PATEL MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(31) REGINA ROCKEFELLER........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(32) ANDREW ROMANOWSKY MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(33) MARK ROSEN........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(34) DEEB N SALEM MD........................................................................
TRUSTEE
1.00
.......................39.00
X           0 756,812 48,343
(35) DAVID SCHROEDER MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(36) JEFF SHAMES........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(37) ERIC SILVERMAN MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(38) MARK SINGH MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(39) PAUL SUMMERGRAD MD........................................................................
TRUSTEE
1.00
.......................39.00
X           0 539,567 48,303
(40) DHIREN SUTARIA........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(41) TIMOTHY TIERNEY MD........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(42) ELLEN M ZANE........................................................................
TRUSTEE/VICE CHAIR
1.00
.......................1.00
X           0 0 0
(43) MARGARET COSTELLO........................................................................
TRUSTEE/COO
40.00
.......................0.00
X   X       405,066 0 47,803
(44) JEFFREY A WEINSTEIN........................................................................
TRUSTEE/SENIOR VP/SECRETARY
1.00
.......................49.00
X           0 683,777 23,100
(45) JOSEPH FROLKIS MD........................................................................
TRUSTEE/PRESIDENT/CEO
40.00
.......................0.00
X   X       703,664 0 9,999
(46) NATHAN GAGNE........................................................................
CFO/TREASURER
40.00
.......................0.00
X   X       305,012 0 28,057
(47) ZACHARY REDMOND........................................................................
SECRETARY
40.00
.......................0.00
X   X       276,785 0 33,405
(48) KRISTINE M HANSCOM........................................................................
SENIOR VP/TREASURER/CFO/TRUSTEE
39.00
.......................1.00
X   X       592,820 0 97,020
(49) ELLEN O'GORMAN........................................................................
CEO
1.00
.......................39.00
X   X       156,178 0 0
(50) MICHAEL APKON........................................................................
TRUSTEE/CEO/PRESIDENT
39.00
.......................1.00
X   X       227,177 0 23,413
(51) CHARLES R WHIPPLE ESQ........................................................................
TRUSTEE/SECRETARY
1.00
.......................42.00
X   X       0 415,254 32,148
(52) THERESE HUDSON-JINKS........................................................................
SENIOR VP AND CNO
40.00
.......................0.00
      X     634,774 0 60,076
(53) WILLIAM SHICKOLOVICH THRU 118........................................................................
SENIOR VP OPERATIONS MGMT/CIO
1.00
.......................49.00
      X     0 617,730 89,983
(54) DEBORAH JOELSON UNTIL 118........................................................................
SR. VP STRATEGIC SERVICES
1.00
.......................49.00
      X     0 641,357 91,681
(55) SUSAN BLANCHARD........................................................................
VP FOR RESEARCH ADMINISTRATION
40.00
.......................0.00
      X     321,265 0 63,256
(56) KELLY DOUGHERTY........................................................................
VP CARDIOVASCULAR
40.00
.......................0.00
      X     262,935 0 48,818
(57) SEAN SULLIVAN........................................................................
VP HUMAN RESOURCES (UNTIL 1/19)
40.00
.......................0.00
      X     405,336 0 73,796
(58) BROOKE TYSON-HYNES........................................................................
VP PUBLIC AFFAIRS
25.00
.......................25.00
      X     200,888 200,889 36,186
(59) MAURA LYNCH........................................................................
VP FOR DEVELOPMENT
40.00
.......................0.00
      X     414,605 0 60,018
(60) MICHAEL CROWLEY UNTIL 1118........................................................................
VP REAL ESTATE & FACILITIES
40.00
.......................0.00
      X     318,118 0 52,334
(61) CATHERINE BUKOWSKI UNTIL 719........................................................................
VP REVENUE CYCLE
40.00
.......................0.00
      X     343,633 0 46,332
(62) JEFFREY SYREK........................................................................
VP SYS CONTRACTING
40.00
.......................0.00
      X     268,133 0 48,342
(63) SAUL WEINGART........................................................................
CHEIF MEDICAL OFFICER
1.00
.......................39.00
      X     0 601,463 48,864
(64) NANCY WETHERBEE........................................................................
DIRECTOR OF ORBIT
40.00
.......................0.00
        X   341,048 0 14,277
(65) ROSS THOMPSON........................................................................
VP & CHIEF PHARMACY OFFICER
40.00
.......................0.00
        X   311,595 0 12,816
(66) SARAH MCKAY........................................................................
VP PERIOPERATIVE SERVICES
40.00
.......................0.00
        X   290,322 0 35,496
(67) JUSTIN PRECOURT........................................................................
ASSOCIATE CHIEF NURSING OFFICER
40.00
.......................0.00
        X   286,026 0 31,705
(68) MARCY CASS........................................................................
VP RISK MANAGEMENT
40.00
.......................0.00
        X   284,517 0 10,269
(69) NORMAND DESCHENE........................................................................
FORMER TRUSTEE
0.00
.......................50.00
          X 0 1,656,224 20,921
(70) RASHED DURGHAM MD........................................................................
FORMER TRUSTEE
0.00
.......................0.00
          X 0 498,565 37,462
(71) MICHAEL WAGNER MD........................................................................
FORMER TRUSTEE/PRESIDENT/CEO
0.00
.......................50.00
          X 0 1,380,542 189,615
(72) CHARLES CASSIDY MD........................................................................
FORMER TRUSTEE
0.00
.......................0.00
          X 0 1,110,661 48,864
(73) PATRICIA HAYWARD........................................................................
FORMER VP HUMAN RESOURCES/RISK MG
0.00
.......................0.00
          X 283,407 0 7,012
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 8,070,579 11,821,270 1,830,079
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 MediumBullet955
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
TUFTS SHARED SERVICES

171 HARRISON AVE
BOSTON,MA02111
UTILITIES & PARKING 16,686,446
PRATT MEDICAL GROUP INC

800 WASHINGTON STREET
BOSTON,MA02111
PHYSICIAN SERVICES 9,221,502
PRATT ANESTHESIOLOGY ASSOCIATION INC

800 WASHINGTON STREET
BOSTON,MA02111
PHYSICIAN SERVICES 7,248,332
CARDIOVASCULAR CENTER AT TUFTS MEDICAL C

800 WASHINGTON STREET
BOSTON,MA02111
PHYSICIAN SERVICES 6,478,803
TUFTS UNIVERSITY SCHOOL OF MEDICINE

145 HARRISON AVE
BOSTON,MA02110
RESEARCH SERVICES 5,555,339
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet122
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,151,475
d Related organizations1d  
e Government grants (contributions)1e 38,300,591
f All other contributions, gifts, grants, and similar amounts not included above1f 7,276,494
g Noncash contributions included in lines 1a - 1f:$ 257,145
h Total. Add lines 1a-1f.......MediumBullet 46,728,560
 Program Service RevenueAmt Business Code
2a NET PATIENT SERV. REV. 900099 829,307,594 829,307,594    
b RESEARCH & MISC. REV. 900099 128,288,795 128,288,795    
c OVERHEAD RECOVERY 900099 917,431 917,431    
d RESIDENTS & INTERN REV 900099 490,362 490,362    
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 959,004,182
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,381,489   -367,248 3,748,737
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 313,270     313,270
(ii) Personal (i) Real
6a Gross rents   1,399,214
b Less: rental expenses   440,848
c Rental income or (loss)   958,366
d Net rental income or (loss)......MediumBullet 958,366     958,366
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   4,731,178
b Less: cost or other basis and sales expenses   0
c Gain or (loss)   4,731,178
d Net gain or (loss).....MediumBullet 4,731,178     4,731,178
8a Gross income from fundraising events (not including $ 1,151,475of contributions reported on line 1c). See Part IV, line 18 ....
a 122,625
b Less: direct expenses ...b 411,796
c Net income or (loss) from fundraising events..MediumBullet -289,171   -289,171
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 1,014,827,874 959,004,182 -367,248 9,462,380
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    
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 .... 8,510,577 1,217,000 6,875,457 418,120
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 373,024,141 318,223,254 53,882,641 918,246
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,954,071 6,656,136 2,297,935  
9 Other employee benefits ....... 47,834,208 36,656,238 10,817,151 360,819
10 Payroll taxes ........... 31,387,770 23,139,307 8,248,463  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,522,084 470,177 2,051,907  
c Accounting ........... 401,998   401,998  
d Lobbying ........... 494,241   494,241  
e Professional fundraising services. See Part IV, line 17 3,000 3,000
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 75,388,183 47,042,320 27,786,743 559,120
12 Advertising and promotion .... 3,274,877 2,376,590 898,287  
13 Office expenses ....... 8,180,838 5,214,692 2,922,009 44,137
14 Information technology ...... 2,173,628 1,697,536 467,390 8,702
15 Royalties ..        
16 Occupancy ........... 39,608,580 18,738,289 20,869,090 1,201
17 Travel ............ 1,876,239 1,601,647 250,672 23,920
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 6,343 6,343    
20 Interest ........... 18,355,619 18,355,619    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 23,738,381 14,055,922 9,679,496 2,963
23 Insurance ... 3,078,883 2,987,891 90,992  
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 SUPPLIES 198,161,663 196,977,024 1,184,639  
b PHYSICIAN PRACTICE FEES 65,659,156 65,659,156    
c BAD DEBT 26,337,538 26,310,208 27,330  
d EQUIPMENT 13,272,692 5,897,409 7,374,780 503
e All other expenses 27,332,660 9,532,314 17,749,301 51,045
25 Total functional expenses. Add lines 1 through 24e 979,577,370 802,815,072 174,370,522 2,391,776
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 ........ 19,639,109 1 20,829,965
2 Savings and temporary cash investments ......... 45,837,141 2 39,378,705
3 Pledges and grants receivable, net ...... 10,092,816 3 10,425,570
4 Accounts receivable, net ............. 111,881,421 4 100,534,958
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 ....   7  
8 Inventories for sale or use ........ 12,814,276 8 14,042,695
9 Prepaid expenses and deferred charges ...... 5,772,798 9 6,719,474
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 568,678,668
b Less: accumulated depreciation 10b 379,012,680 153,313,304 10c 189,665,988
11 Investments—publicly traded securities . 400,407,053 11 476,280,468
12 Investments—other securities. See Part IV, line 11 ..... 4,400,000 12 6,758,000
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 159,871 14 118,908
15 Other assets. See Part IV, line 11 ........... 85,868,160 15 79,854,102
16 Total assets. Add lines 1 through 15 (must equal line 34)... 850,185,949 16 944,608,833
Liabilities 17 Accounts payable and accrued expenses ..... 108,437,605 17 107,685,279
18 Grants payable ...   18  
19 Deferred revenue ......... 29,749,629 19 30,591,240
20 Tax-exempt bond liabilities ......... 220,550,494 20 243,383,090
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 .. 35,552 24 0
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 270,877,071 25 367,240,340
26 Total liabilities. Add lines 17 through 25.. 629,650,351 26 748,899,949
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 209,566,172 27 183,478,059
28 Temporarily restricted net assets ........... 4,837,450 28 5,636,146
29 Permanently restricted net assets 6,131,976 29 6,594,679
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 ........... 220,535,598 33 195,708,884
34 Total liabilities and net assets/fund balances ........ 850,185,949 34 944,608,833
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
1,014,827,874
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
979,577,370
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
35,250,504
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
220,535,598
5
Net unrealized gains (losses) on investments ...............
5
-19,000
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
-60,058,218
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
195,708,884
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (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
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
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 ...............................5
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) TUFTS MEDICAL CENTER INC
 
043400617 3 Yes   0 0
(B) NEW ENGLAND LONG-TERM CARE INC
 
042912578 3 Yes   0 0
(C) THE CAMERON M NEELY FOUNDATION FOR CANCER CARE INC
 
043265628 7 Yes   0 0
(D) TUFTS MEDICAL CENTER COMMUNITY CARE INC
 
473046563 10 Yes   0 0
(E) NEQCA ACCOUNTABLE CARE INC
 
800824142 7 Yes   0 0
Total
5
0 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 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 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 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
 
No
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
Yes
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 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
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
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
 
No
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
PART IV, SECTION A, LINE 1: TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. WAS ORGANIZED TO PROMOTE THE INTERESTS OF TUFTS MEDICAL CENTER, INC. AND ITS AFFILIATED ORGANIZATIONS. ENTITY WAS MERGED IN TUFTS MEDICAL CENTER INC. AS OF JANUARY 1, 2019. NEW ENGLAND QUALITY CARE ALLIANCE, INC. IS ORGANIZED TO SUPPORT THE ACTIVITIES OF TUFTS MEDICAL CENTER PARENT, INC. AND THOSE ORGANIZATIONS THAT IT DIRECTLY OR INDIRECTLY OWNS OR CONTROLS.
SCHEDULE A, GENERAL INFORMATION: PUBLIC CHARITY STATUS OF THE GROUP MEMBERS IS AS FOLLOWS : TUFTS MEDICAL CENTER, INC. - LINE 3 NEW ENGLAND LONG-TERM CARE, INC. - LINE 3 TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. - LINE 12B ENTITY WAS MERGED IN TUFTS MEDICAL CENTER INC. AS OF JANUARY 1, 2019 NEW ENGLAND QUALITY CARE ALLIANCE, INC. - LINE 12B TUFTS MEDICAL CENTER COMMUNITY CARE, INC. - LINE 10 NEW ENGLAND QUALITY CARE ALLIANCE ACCOUNTABLE CARE INC . - LINE 7
PART IV, SECTION A, LINE 2: AS MEMBERS OF THE SAME GROUP EXEMPTION (GEN 5466), THE SUPPORTED ORGANIZATIONS DO NOT HAVE SEPARATE IRS DETERMINATION LETTERS. HOWEVER, AS PART OF THE TAX PREPARATION PROCESS, CONSIDERATION IS GIVEN TO EACH SUPPORTED ORGANIZATION'S STATUS UNDER SECTION 509(A)(1) OR 509(A)(2) .
PART IV, SECTION C, LINE 1: AS TYPE II SUPPORTING ORGANIZATIONS, TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. AND NEW ENGLAND QUALITY CARE ALLIANCE, INC. MUST HAVE BEEN UNDER COMMON SUPERVISION OR CONTROL WITH THEIR SUPPORTED ORGANIZATIONS TO ENSURE THAT THE SUPPORTING ORGANIZATIONS WOULD BE RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF THE SUPPORTED ORGANIZATIONS. IN THE CASE OF TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. AND NEW ENGLAND QUALITY CARE ALLIANCE, INC., THESE ENTITIES HAVE HAD BROTHER/SISTER RELATIONSHIP WITH THEIR SUPPORTED ORGANIZATIONS, ALL UNDER THE COMMON SUPERVISION OR CONTROL OF PARENT ENTITY, TUFTS MEDICAL CENTER PARENT, INC. TUFTS MEDICAL CENTER PARENT, INC. IS THE SOLE CORPORATE MEMBER OF TUFTS MEDICAL CENTER, INC., TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. (UNTIL MERGED INTO TUFTS MEDICAL CENTER, INC. ON JANUARY 1, 2019), THE CAMERON M. NEELY FOUNDATION FOR CANCER CARE, INC., NEW ENGLAND QUALITY CARE ALLIANCE, INC., NEW ENGLAND LONG-TERM CARE, INC. AND TUFTS MEDICAL CENTER COMMUNITY CARE, INC. MOREOVER, TUFTS MEDICAL CENTER PARENT, INC. HAS RECEIVED A GROUP EXEMPTION RULING (GEN 5466) BASED UPON ITS SUPERVISION OR CONTROL OVER ITS SUBORDINATE ORGANIZATIONS, ALL ENUMERATED ABOVE. CONSEQUENTLY, THE SUPPORTING ORGANIZATIONS HAVE BEEN UNDER COMMON SUPERVISION OR CONTROL WITH THEIR SUPPORTED ORGANIZATIONS, ENSURING RESPONSIVENESS TO THE NEEDS AND REQUIREMENTS OF THE SUPPORTED ORGANIZATIONS.
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


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Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number
27-0440772
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


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

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

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

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................    
c Total lobbying expenditures (add lines 1a and 1b) ...................................................................    
d Other exempt purpose expenditures ........................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
494,241
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
494,241
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 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
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
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 .... 6,201,000 6,071,000 5,485,000 5,462,000 5,418,000
b Contributions ... 463,000 107,000 562,000 13,000 51,000
c Net investment earnings, gains, and losses 12,000 33,000 43,000 27,000 8,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
9,000 10,000 19,000 17,000 15,000
f Administrative expenses ....          
g End of year balance ...... 6,667,000 6,201,000 6,071,000 5,485,000 5,462,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet98.600 %
c
Temporarily restricted endowment SchDMd Bullet1.400 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   11,712,367 11,712,367
b Buildings ....   230,440,395 132,094,083 98,346,312
c Leasehold improvements   14,002,233 11,546,725 2,455,508
d Equipment ....   284,345,334 235,371,872 48,973,462
e Other .....   28,178,339   28,178,339
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 189,665,988
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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(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 26,509,306
(2) DEPOSIT ADVANCE 19,304,550
(3) OTHER MISC. RECEIVABLES & ASSETS 33,470,996
(4) ESTIMATED THIRD PARTY RECEIVABLES 569,250
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 79,854,102
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  
PENSION OBLIGATIONS 67,114,975
DUE TO AFFILIATES 11,970,492
PROFESSIONAL LIABILITY COSTS 31,804,222
ESTIMATED THIRD PARTY PAYABLES 72,070,922
LCO RESERVES 16,811,685
TAXABLE BONDS 159,909,872
WORKERS COMPENSATION 5,398,454
CAPITAL LEASE PAYABLE 1,896,634
RESERVE FOR TERTIARTY DISCOUNT 263,084
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 367,240,340
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 50 FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. FOR THE PURPOSES OF DISCLOSURE, ENDOWMENT FUNDS INCLUDE DONOR-RESTRICTED ENDOWMENT FUNDS. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS.
Schedule D (Form 990) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
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 PROGRAM SERVICES SELF-INSURANCE 22,970,768
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   80,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 23,050,768
b Total from continuation sheets to Part I ...     0
c Totals (add lines 3a and 3b) 0 0 23,050,768
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 (Form 990) 2018
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

WORKING WONDERS
(event type)
(b) Event #2

 
(event type)
(c) Other events

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

1

Gross receipts . . . . .

1,274,100

 

 

1,274,100

2

Less: Contributions . . . .

1,151,475

 

 

1,151,475
3 Gross income (line 1 minus
line 2) . . . . . .

122,625

 

 

122,625



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 24,000     24,000
7 Food and beverages . . . 128,912     128,912
8 Entertainment . . . . 6,270     6,270
9 Other direct expenses . . . 252,614     252,614
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 411,796
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -289,171
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

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

 

8

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

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    10,931,422 1,051,327 9,880,095 1.010 %
b Medicaid (from Worksheet 3, column a) . . . . .     188,502,898 168,116,708 20,386,190 2.080 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     199,434,320 169,168,035 30,266,285 3.090 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     958,131   958,131 0.100 %
f Health professions education (from Worksheet 5) . . . 37 621,309 31,290,054 11,383,569 19,906,485 2.030 %
g Subsidized health services (from Worksheet 6) . . . .     129,955,341 120,654,081 9,301,260 0.950 %
h Research (from Worksheet 7) .     62,826,692 41,878,758 20,947,934 2.140 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .   180,294 5,043,101   5,043,101 0.510 %
j Total. Other Benefits . . 37 801,603 230,073,319 173,916,408 56,156,911 5.730 %
k Total. Add lines 7d and 7j . 37 801,603 429,507,639 343,084,443 86,423,196 8.820 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development 1   271,161   271,161 0.030 %
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development 7 215 398,262   398,262 0.040 %
9 Other            
10 Total 8 215 669,423   669,423 0.070 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
10,752,373
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
157,787,020
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
179,401,957
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-21,614,937
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 TUFTS MEDICAL CENTER INC
800 WASHINGTON STREET
BOSTON,MA02111
X X X X   X X      
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
TUFTS MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 18
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.TUFTSMEDICALCENTER.ORG/ABOUT-US/COMMUNITY-PARTNERS-PROGRAMS
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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Part VFacility Information (continued)

Financial Assistance Policy (FAP)
TUFTS MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
WWW.TUFTSMEDICALCENTER.ORG/FINANCIALASSISTANCE
b
WWW.TUFTSMEDICALCENTER.ORG/FINANCIALASSISTANCE
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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Part VFacility Information (continued)

Billing and Collections
TUFTS MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
TUFTS MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
TUFTS MEDICAL CENTER, INC. PART V, SECTION B, LINE 5: BEGINNING IN THE SUMMER OF 2018, TUFTS MEDICAL CENTER (TUFTS MC) PARTICIPATED IN AND SUPPORTED THE BOSTON CHNA-CHIP COLLABORATIVE (THE COLLABORATIVE). THIS WAS A COMBINED EFFORT BY MULTIPLE HOSPITALS, HEALTH CENTERS, AND COMMUNITY ORGANIZATIONS TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR THE CITY OF BOSTON. THE COLLABORATIVE CONDUCTED 12 FOCUS GROUPS WITH 12 SUB-POPULATIONS WITHIN BOSTON AND 39 KEY INFORMANT INTERVIEWS. THIRTY-FIVE ORGANIZATIONS HELPED TO DISTRIBUTE A SURVEY PERTAINING TO THE SOCIAL DETERMINANTS OF HEALTH, HEALTH BEHAVIORS, AND HEALTH OUTCOMES TO THOUSANDS OF CITY RESIDENTS IN SEVEN LANGUAGES. TUFTS MC SHARED THIS SURVEY WITH MORE THAN 300 ORGANIZATIONS AND AGENCIES IN OUR PRIORITY COMMUNITIES AND HOSPITAL EMPLOYEES RESIDING IN BOSTON. ULTIMATELY, MORE THAN 2,500 PEOPLE PROVIDED PRIMARY DATA TO THE COLLABORATIVE CHNA, WHICH INFORMED TUFTS MC'S OWN CHNA REPORT.TUFTS MC CONDUCTED ADDITIONAL PRIMARY DATA COLLECTION IN CHINATOWN, SOUTH BOSTON, AND THE SOUTH END, THREE OF ITS PRIORITY COMMUNITIES. THIS INCLUDED 7 INTERVIEWS WITH SOCIAL SERVICE ORGANIZATION LEADERS AND 3 FOCUS GROUPS WITH CHINATOWN COMMUNITY MEMBERS. WITH THE HELP OF OUR COMMUNITY PARTNERS, TUFTS MC ALSO COLLECTED 100 COMMUNITY HEALTH SURVEYS FROM CHINESE-SPEAKING RESIDENTS OF THE NEIGHBORHOOD. ADDITIONALLY, SECONDARY AND PRIMARY DATA GATHERED THROUGH THE CHNA PROCESS WERE PRESENTED TO TUFTS MC'S COMMUNITY BENEFITS ADVISORY COMMITTEES, COMPRISED OF RESIDENTS AND REPRESENTATIVES WHO LIVE, WORK, OR ARE SUBJECT MATTER EXPERTS IN OUR PARTNER COMMUNITIES. COMMITTEE MEMBERS HELPED TUFTS MC STAFF IDENTIFY COMMUNITY HEALTH PRIORITIES TO FOCUS OUR GRANT-BASED COMMUNITY BENEFITS EFFORTS FOR THE NEXT THREE YEARS. THESE WERE REVIEWED AND APPROVED BY TUFTS MC'S BOARD OF GOVERNORS' COMMUNITY BENEFITS COMMITTEE, COMPRISED OF DIVERSE MEMBERS WITH WIDE-RANGING EXPERTISE IN LAW, HISTORY, COMMUNITY ORGANIZING, MEDICINE, AND OTHER RELEVANT FIELDS.
TUFTS MEDICAL CENTER, INC. PART V, SECTION B, LINE 11: TUFTS MEDICAL CENTER IS ADDRESSING SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE MOST RECENT CHNA, INCLUDING TOBACCO USE, YOUTH VIOLENCE, SUBSTANCE ABUSE, CHRONIC DISEASE MANAGEMENT, AND ACCESS TO CARE, IN SEVERAL BOSTON NEIGHBORHOODS, INCLUDING CHINATOWN, SOUTH BOSTON, DORCHESTER AND THE SOUTH END, AS WELL AS THE GREATER BOSTON ASIAN COMMUNITY. THROUGH ITS ASIAN HEALTH INITIATIVE, TUFTS MC IS PURSUING REDUCTION AND PREVENTION OF TOBACCO USE, WHICH CONTRIBUTES TO ONE OF THE LEADING CAUSES OF DEATH AMONG BOSTON'S CHINATOWN AND ASIAN COMMUNITY: LUNG CANCER. SIX COMMUNITY-BASED ORGANIZATIONS WERE SELECTED THROUGH AN OPEN AND COMPETITIVE APPLICATION PROCESS FOR THREE-YEAR GRANTS FROM TUFTS MC TO PROVIDE EDUCATION, PREVENTION, AND SMOKING CESSATION SERVICES TO BOTH ENGLISH- AND CHINESE-SPEAKING COMMUNITY MEMBERS ACROSS A WIDE AGE SPECTRUM: PRE-SCHOOL STUDENTS TO SENIOR CITIZENS.THE 2018 CHNA IDENTIFIED SUBSTANCE USE DISORDER AS A CONCERN ACROSS THE CITY OF BOSTON, WITH SOUTH BOSTON AND DORCHESTER OF PARTICULAR CONCERN. YOUTH VIOLENCE IS ALSO A LEADING CONCERN IN DORCHESTER.THE DORCHESTER HEALTH INITIATIVE'S THREE-YEAR FUNDING CYCLE FOCUSES ON BOTH OF THESE PRIORITIES: YOUTH VIOLENCE PREVENTION AND PREVENTING AND/OR TREATING SUBSTANCE USE. SIX COMMUNITY-BASED ORGANIZATIONS WERE SELECTED THROUGH AN OPEN AND COMPETITIVE GRANT APPLICATION PROCESS. AMONG THEM, FIVE PARTNERS ARE SUPPORTING YOUTH DEVELOPMENT THROUGH DIVERSE PROGRAMS THAT HELP YOUNG PEOPLE BUILD THE SKILLS NEEDED TO REDUCE THEIR RISK OF EXPOSURE TO VIOLENCE, IMPROVE THEIR RESILIENCY, AND PURSUE POSITIVE EXPERIENCES. ALL PARTNERS INCORPORATE EDUCATION AROUND SUBSTANCE ABUSE AND RESOURCES AVAILABLE TO HELP PREVENT IT INTO THEIR PROGRAMS, AND TWO PARTNERS ARE IMPLEMENTING PROGRAMS TO REDUCE SUBSTANCE USE AND ASSIST PATIENTS WITH OBTAINING TREATMENT AND RECOVERY SERVICES. SIMILARLY, COMMUNITY PARTNERS IN SOUTH BOSTON PROVIDE TREATMENT AND SERVICES TO PATIENTS STRUGGLING WITH ADDICTION IN BOTH OUTPATIENT CLINICAL AND RESIDENTIAL FACILITIES AND WORK WITH YOUTH AND ADULTS. IN THE SOUTH END, THE POPULATION INCLUDES ENCLAVES OF LOWER-INCOME SPANISH-SPEAKING FAMILIES AND OLDER CHINESE-SPEAKING ADULTS FOR WHOM CARDIOVASCULAR AND CEREBROVASCULAR DISEASES ARE MAJOR HEALTH ISSUES. A PARTNERSHIP WITH THE SOUTH END COMMUNITY HEALTH CENTER OFFERS LINGUISTICALLY AND CULTURALLY APPROPRIATE OUTREACH, EDUCATION, AND HEALTH SERVICES THAT REFLECT A COORDINATED CARE APPROACH.TUFTS MC IMPROVES ACCESS TO CARE FOR LINGUISTIC AND CULTURAL MINORITIES, THE UNINSURED, AND OTHER VULNERABLE GROUPS IN MANY WAYS: PSYCHIATRIC AND SOCIAL SUPPORT TO ASIAN RESIDENTS, INCLUDING PSYCHIATRIC CONSULTATIONS IN CHINATOWN'S PUBLIC ELEMENTARY SCHOOL; FREE PRIMARY CARE, HEALTH EDUCATION, SCREENINGS, AND REFERRALS FOR LOW-INCOME AND UNINSURED PATIENTS IN GREATER BOSTON; CARE NAVIGATORS FOR CHINESE-SPEAKING AND OTHER ASIAN PATIENTS BEGINNING CANCER TREATMENT; AND PROGRAMS DESIGNED TO ASSIST ELIGIBLE PATIENTS WITH SECURING HEALTH INSURANCE, FINANCIAL ASSISTANCE, SOCIAL SECURITY BENEFITS, AND DISCOUNTS ON SPECIALTY MEDICATIONS. ADDITIONALLY, TUFTS MC PROVIDERS ORGANIZE AND PARTICIPATE IN NUMEROUS PROGRAMS AND EVENTS THROUGHOUT THE YEAR THAT PROVIDE HEALTH EDUCATION AND SCREENINGS TO COMMUNITY MEMBERS ON ISSUES INCLUDING ASTHMA, NUTRITION, HEART HEALTH, SEXUAL HEALTH, DIABETES, AND MANY OTHER TOPICS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?1
Name and address Type of Facility (describe)
1 1 - NEW ENGLAND LONG-TERM CARE INC
78 BOSTON ROAD
BILLERICA,MA01862
LONG-TERM ACUTE-CARE FACILITY
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 7: COSTS ARE ALLOCATED TO PATIENT ENCOUNTERS BASED ON COST ACCOUNTING SYSTEM, WHICH TAKES INTO CONSIDERATION ALL INPATIENT AND OUTPATIENT ACTIVITY FOR ALL AREAS OF THE HOSPITAL INCLUDING ALL PAYER SOURCES. THE COSTS UTILIZED ARE BASED ON ACTUAL COSTS FROM THIS SYSTEM, ALLOCATED TO INDIVIDUAL PATIENT ENCOUNTERS.
PART II, COMMUNITY BUILDING ACTIVITIES: PART II, LINE 2: ECONOMIC DEVELOPMENTPARKING IN THE CITY OF BOSTON IS DIFFICULT AND EXPENSIVE, AND SMALL COMMUNITY-BASED ORGANIZATIONS HAVE LIMITED RESOURCES TO DEVOTE TO COSTS SUCH AS THESE. TUFTS MC DONATED HUNDREDS OF PARKING SPACES FOR A NUMBER OF COMMUNITY-BASED ORGANIZATIONS AND EVENTS, THEREBY FREEING UP THEIR RESOURCES TO BE USED FOR DELIVERING SERVICES TO COMMUNITY MEMBERS.PART II, LINE 8: WORKFORCE DEVELOPMENTTUFTS MEDICAL CENTER'S (TUFTS MC'S) WORKFORCE DEVELOPMENT ACTIVITIES HAVE INCLUDED COLLABORATIONS WITH LOCAL NON-PROFITS PROVIDING JOB TRAINING FOR BOSTON AND GREATER BOSTON RESIDENTS. THESE COLLABORATIONS PROVIDED CAREER EXPERIENCES AND EXTERNSHIPS WITHIN TUFTS MC DEPARTMENTS FOR 148 ADULT TRAINEES, HELPING THEM TO GAIN EXPERIENCE AND LEARN SKILLS THAT BOOST OPPORTUNITIES FOR HIGHER-PAYING JOBS AND FOR JOB ADVANCEMENT. SIXTY-FIVE OF THESE INDIVIDUALS WERE SUBSEQUENTLY HIRED FULL-TIME AT TUFTS MC. OTHER COLLABORATIONS OFFERED EMPLOYMENT SUPPORT AND CAREER AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN THE FORM OF MOCK INTERVIEWS, CAREER PRESENTATIONS, TRAINING PROGRAMS, AND ENGLISH CLASSES TO CURRENT TUFTS MC EMPLOYEES. THESE EFFORTS SUPPORTED 877 INDIVIDUALS IN THEIR CAREER JOURNEYS.TUFTS MC'S PARTICIPATION WITH THE BOSTON PRIVATE INDUSTRY COUNCIL'S SUMMER EMPLOYMENT PROGRAM FOR BOSTON HIGH SCHOOL STUDENTS OFTEN OFFERS THE FIRST PAID EMPLOYMENT FOR MANY YOUNG ADULTS AND OPPORTUNITIES TO EXPLORE THE MANIFOLD CAREER OPPORTUNITIES IN A MEDICAL SETTING. AS WITH THE ADULT WORKFORCE DEVELOPMENT PROGRAMS DESCRIBED ABOVE, OFFERING YOUTH (MANY OF WHOM SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME) THIS EXPERIENCE INCREASES THE LIKELIHOOD OF THEM SECURING BETTER-PAYING JOBS; A WEALTH OF RESEARCH HAS DEMONSTRATED THAT HIGHER PAY AND BETTER BENEFITS ARE DIRECTLY CORRELATED WITH IMPROVED HEALTH OUTCOMES.
PART III, LINE 2: THE HOSPITAL RECORDS BAD DEBTS BASED ON CHARGES. THE BAD DEBT COSTS PROVIDED HEREIN ARE BASED ON THESE CHARGES MULTIPLIED BY THE HOSPITAL'S COST-TO-CHARGE RATIO OF 39.90%.
PART III, LINE 4: THE ORGANIZATION'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS DESCRIBED ON PAGE 18 OF THE AUDITED FINANCIAL STATEMENTS (ATTACHED). THE FOLLOWING IS EXCERPTED FROM THAT FOOTNOTE..."ACCOUNTS RECEIVABLE ARE STATED AT ESTIMATED NET REALIZED AMOUNTS. IN EVALUATING THE COLLECTIBILITY OF ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE PROVISION FOR UNCOLLECTIBLE ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND HISTORIC PAYMENT TRENDS AND RECORDS ESTIMATED CONTRACTUAL ALLOWANCES. THE SYSTEM RECORDS A SIGNIFICANT PROVISION FOR UNCOLLECTIBLE ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THIER BILLS FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS."
PART III, LINE 8: COSTS ARE ALLOCATED TO PATIENT ENCOUNTERS BASED ON COST ACCOUNTING SYSTEM, WHICH TAKES INTO CONSIDERATION ALL INPATIENT AND OUTPATIENT ACTIVITY FOR ALL AREAS OF THE HOSPITAL INCLUDING ALL PAYER SOURCES. THE COSTS UTILIZED ARE BASED ON ACTUAL COSTS FROM THIS SYSTEM, ALLOCATED TO INDIVIDUAL PATIENT ENCOUNTERS.
PART III, LINE 9B: TUFTS MEDICAL CENTER'S FINANCIAL COORDINATION OFFICE IDENTIFIES AND ASSISTS THOSE PATIENTS THAT HAVE NO INSURANCE OR WHO ARE UNDERINSURED. WE WILL PROCESS ON-LINE APPLICATIONS FOR STATE PROGRAMS IN ACCORDANCE WITH THE ESTABLISHED MASS HEALTH GUIDELINES. THE GUIDELINES ARE BASED ON 200% OF THE FEDERAL POVERTY GUIDELINES.FINANCIAL ASSISTANCE IS ALSO EXTENDED TO OUT-OF-STATE/COUNTRY PATIENTS WITH NO INSURANCE IN ACCORDANCE WITH THE TUFTS MEDICAL CENTER'S FINANCIAL ASSISTANCE POLICY. A NOTICE OF FINANCIAL ASSISTANCE IS LOCATED ON THE PATIENT BILL AND THE HOSPITAL WEB-SITE. IT IS ALSO POSTED IN VARIOUS STRATEGIC LOCATIONS THROUGHOUT THE HOSPITAL.THE FINANCIAL COORDINATION OFFICE IS OPEN MONDAY THRU FRIDAY FROM 8:00 A.M. TO 4:40 P.M. THE MAIN NUMBER FOR THE FINANCIAL COORDINATION OFFICE IS 617-636-6013.
PART VI, LINE 2: TUFTS MEDICAL CENTER (TUFTS MC) CONDUCTS A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) EVERY THREE YEARS TO IDENTIFY COMMUNITY NEEDS AND CRITICAL HEALTH ISSUES. THE FOCUS OF THE CHNA INCLUDES BOSTON'S CHINATOWN, DORCHESTER, SOUTH BOSTON, SOUTH END, QUINCY, AND THE GREATER BOSTON ASIAN COMMUNITY. IN ADDITION TO KEY STAKEHOLDER INTERVIEWS, FOCUS GROUPS, MULTILINGUAL SURVEYS, AND INPUT FROM COMMUNITY BENEFITS ADVISORY COMMITTEE MEMBERS, HEALTH ISSUES WERE IDENTIFIED THROUGH A REVIEW OF DATA COMPILED BY THE BOSTON CHNA-CHIP COLLABORATIVE FOR ITS CITY-WIDE NEEDS ASSESSMENT. DATA WERE ALSO GATHERED FROM THE AMERICAN COMMUNITY SURVEY, THE BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM, THE YOUTH RISK BEHAVIOR SURVEY, BOSTON POLICE DEPARTMENT, BOSTON PUBLIC SCHOOLS, HEALTH RESOURCES AND SERVICES ADMINISTRATION, MA REGISTRY OF VITAL RECORDS AND STATISTICS, CHNAS CONDUCTED IN RECENT YEARS BY COMMUNITY HEALTH CENTERS AND OTHER INSTITUTIONS, AND NUMEROUS PAPERS AND PRESENTATIONS PERTAINING TO COMMUNITY HEALTH RESEARCH CONDUCTED IN OUR PARTNER COMMUNITIES. DATA WERE SUMMARIZED, REVIEWED, AND APPROVED BY TUFTS MC'S SENIOR LEADERSHIP AND ITS COMMUNITY BENEFITS GOVERNING BODY, THE BOARD OF GOVERNORS' COMMUNITY BENEFITS COMMITTEE. THE HEALTH ISSUES IDENTIFIED AND PRIORITIZED IN THE 2019 CHNA AND IMPLEMENTATION STRATEGY SOUGHT TO ADDRESS THE HIGH INCIDENCE OF HEART DISEASE AND LUNG CANCER AMONG THE CHINATOWN AND BOSTON ASIAN COMMUNITY, FOCUSING ON SMOKING AND ITS HARMFUL EFFECTS; BEHAVIORAL HEALTH IN DORCHESTER; ACCESS TO SERVICES IN THE SOUTH END AND QUINCY; AND SUBSTANCE USE AND CHRONIC DISEASES IN SOUTH BOSTON. THE IDENTIFIED HEALTH ISSUES GUIDED THE ALLOCATION OF RESOURCES FOR BOTH COMMUNITY-BASED AND HOSPITAL-BASED RESPONSES.
PART VI, LINE 3: PATIENTS ARE INFORMED ABOUT FINANCIAL ASSISTANCE AND FINANCIAL COORDINATION RESOURCES OFFERED BY THE HOSPITAL THROUGH SEVERAL DIFFERENT MEDIUMS AND AT SEVERAL DIFFERENT POINTS IN THEIR EXPERIENCE WITH THE HOSPITAL. PATIENTS ARE PROVIDED AN OPPORTUNITY TO HAVE AN IN PERSON DISCUSSION WITH A FINANCIAL COORDINATOR ABOUT INSURANCE COVERAGE AND FINANCIAL HARDSHIP DURING THE INITIAL REGISTRATION PROCESS. IF A PATIENT EXPRESSES THE NEED FOR INSURANCE OR FINANCIAL ASSISTANCE A FINANCIAL COORDINATOR WILL WORK WITH THEM TO APPLY FOR ANY AVAILABLE AND APPROPRIATE SERVICES. SHOULD A PATIENT QUALIFY FOR MEDICARE OR MEDICAID ASSISTANCE OF ANY FORM, E.G. COMMONWEALTH CARE, THE COUNSELOR OR FINANCIAL COORDINATOR WILL ALSO ASSIST THE PATIENT IN APPLYING FOR ANY OTHER SOCIAL SERVICES THEY MAY FIND HELPFUL, SUCH AS FOOD AND NUTRITION SERVICES. PATIENTS ARE NOTIFIED OF THEIR RIGHTS AND AVAILABLE FINANCIAL RESOURCES THROUGH A VARIETY OF OTHER MEASURES AS WELL, INCLUDING INFORMATION ON SEVERAL DIFFERENT PAGES AND LANDING POINTS ON THE TUFTS MEDICAL CENTER AND FLOATING HOSPITAL FOR CHILDREN WEBSITE, IN WRITTEN INFORMATION PROVIDED AT DISCHARGE, ON ANY BILLING STATEMENTS THEY RECEIVE AND IN POSTINGS THROUGHOUT THE HOSPITAL IN ALL WAITING AREAS AND CLINICS.
PART VI, LINE 4: TUFTS MEDICAL CENTER (TUFTS MC) HAS BEEN IN ITS CURRENT LOCATION SINCE ITS INCEPTION AS THE BOSTON DISPENSARY IN 1796. THE NEIGHBORHOOD, ORIGINALLY KNOWN AS THE SOUTH COVE, IS NOW RECOGNIZED AS BOSTON'S CHINATOWN NEIGHBORHOOD DUE TO THE GROWTH OF THE CHINESE AMERICAN COMMUNITY THAT BEGAN IN THE 1960S AND HAS CONTINUED WITH ONGOING IMMIGRATION. TUFTS MC HAS BEEN AN INTEGRAL MEMBER OF THE COMMUNITY FOR GENERATIONS.LOCATED IN THE HEART OF THE CHINATOWN COMMUNITY, TUFTS MC HAS BEEN COMMITTED TO RESPONDING TO THE SPECIFIC NEEDS OF COMMUNITY MEMBERS, MANY OF WHOM ARE NEW IMMIGRANTS IN NEED OF CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES TO HELP THEM NAVIGATE HEALTH CARE FOR THEMSELVES AND THEIR FAMILIES. TUFTS MC'S STRONG COMMITMENT TO THE ADJACENT NEIGHBORHOODS OF DORCHESTER, SOUTH BOSTON AND THE SOUTH END REFLECTS THE HISTORY OF THE FOUNDING OF THE BOSTON DISPENSARY TO PROVIDE QUALITY HEALTHCARE TO BOSTON'S WORKING AND LOW-INCOME FAMILIES.SERVICE POPULATIONS:TUFTS MC'S PATIENT POPULATION IS DIVERSE AND REFLECTS THE DEMOGRAPHICS OF THE BOSTON AND GREATER BOSTON COMMUNITY FOR WHICH IT SERVES AS AN ACADEMIC AND TERTIARY/QUATERNARY HOSPITAL. APPROXIMATELY 60% OF THE PATIENT POPULATION IS WHITE, 10% BLACK/AFRICAN AMERICAN, 15% ASIAN AND 6% LATINX. TWENTY-FIVE PERCENT OF THE PATIENT POPULATION RECEIVES CARE THROUGH MEDICAID, AND 32% OF PATIENTS ARE COVERED BY MEDICARE. APPROXIMATELY 23,000 PATIENTS REQUEST INTERPRETER SERVICES EACH YEAR AND RECEIVE ASSISTANCE IN CHINESE, VIETNAMESE, SPANISH, HAITIAN CREOLE, RUSSIAN, PORTUGUESE AND MANY OTHER LANGUAGES. PRIMARY SERVICE AREA COMMUNITIES:BOSTON'S CHINATOWN IS THE SMALLEST OF THE CITY'S NEIGHBORHOODS. IT IS LOCATED IN DOWNTOWN BOSTON NEAR MAJOR TRANSPORTATION NODES AND THE CITY'S DOWNTOWN RETAIL, THEATER, HISTORIC AND FINANCIAL DISTRICTS. ITS 42 ACRES INCLUDE A ROBUST RESIDENTIAL, CULTURAL, ECONOMIC AND SERVICE HUB FOR BOSTON'S CHINESE AND ASIAN COMMUNITY. THE 2017 AMERICAN COMMUNITY SURVEY (ACS) ESTIMATED THAT OVER 7,400 PEOPLE LIVED IN THE NEIGHBORHOOD, ONE OF THE MOST DENSELY POPULATED IN THE CITY OF BOSTON. THERE IS A DEARTH OF OPEN SPACE IN CHINATOWN, THOUGH THE BOSTON COMMON, PUBLIC GARDEN AND OTHER OPEN AND GREEN SPACE ARE IN CLOSE PROXIMITY.BASED UPON 2017 ACS DATA, ABOUT HALF OF RESIDENTS WERE ASIAN. ELEVEN PERCENT WERE AGE 17 OR YOUNGER, AND 12% WERE 65 YEARS OF AGE OR OLDER. FIFTY-FOUR PERCENT OF RESIDENTS SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME, AND 61% OF RESIDENTS INDICATED THAT THEY SPOKE ENGLISH LESS THAN "VERY WELL." MUCH OF THE INCREASE IN NUMBER OF HOUSEHOLDS SINCE THE YEAR 2000 REFLECTS THE CONSTRUCTION OF NEW HOUSING IN AND ADJACENT TO CHINATOWN. THESE DEVELOPMENTS HAVE ATTRACTED NEW HIGHER-INCOME, MORE HIGHLY EDUCATED RESIDENTS, MANY OF WHOM ARE NON-ASIAN. HEALTH DATA FOR THE CHINATOWN NEIGHBORHOOD ARE INTEGRATED WITH HEALTH DATA FOR THE SOUTH END IN THE SEMI-ANNUAL "HEALTH OF BOSTON" REPORT PREPARED BY THE BOSTON PUBLIC HEALTH COMMISSION (BPHC). IT IS THEREFORE DIFFICULT TO SEPARATE OUT AND SURFACE HEALTH ISSUES OR TRENDS SPECIFIC TO CHINATOWN AND NON- AND LIMITED-ENGLISH SPEAKING RESIDENTS USING THIS REPORT, AS BPHC SELF-REPORTED SURVEYS ARE OFFERED IN ENGLISH AND SPANISH ONLY. HEALTH DATA FOR CHINATOWN FOR TUFTS MC'S 2019 CHNA, THEREFORE, WERE DRAWN LARGELY FROM OTHER SOURCES. THE BPHC DOES, HOWEVER, PROVIDE HEALTH DATA FOR ASIANS ACROSS BOSTON, WHICH ILLUSTRATES THAT CANCER, HEART DISEASE AND STROKE CONTINUE TO BE PARTICULAR CONCERNS. LUNG CANCER HAS BEEN THE LEADING CAUSE OF CANCER MORTALITY, AND AMONG THE LEADING CAUSES OF ALL MORTALITY FOR ASIANS FOR AT LEAST THE PAST 30 YEARS.ALL OF THE AVAILABLE DATA, ALONG WITH INPUT FROM COMMUNITY STAKEHOLDERS AND ADVISORY COMMITTEE MEMBERS, LED TO A SINGULAR PRIORITY FOR TUFTS MC'S ASIAN HEALTH INITIATIVE IN 2019 AND ITS THREE YEAR FUNDING CYCLE: PREVENTING AND REDUCING NICOTINE AND TOBACCO USE, WITH AN EMPHASIS ON THE BEHAVIORAL HEALTH UNDERPINNINGS THAT DRIVE SUCH USE, IN ORDER TO REDUCE THE BURDEN OF CONSEQUENT HEALTH CONDITIONS INCLUDING HEART DISEASE AND LUNG CANCER.DORCHESTER IS THE LARGEST NEIGHBORHOOD IN BOSTON AND REFLECTS THE CITY'S ECONOMIC, LINGUISTIC, RACIAL, ETHNIC, AND CULTURAL DIVERSITY WITH A POPULATION OF OVER 140,000 RESIDENTS, APPROXIMATELY 20% OF BOSTON'S TOTAL POPULATION. ACS DATA FOR 2017 INDICATE THAT 23% OF RESIDENTS WERE 17 YEARS OR YOUNGER AND 11% WERE SENIORS AGED 65 AND OLDER. TWENTY-FIVE PERCENT OF THE POPULATION WAS WHITE, 52% BLACK/AFRICAN AMERICAN, 8% ASIAN, AND 19% LATINX.BPHC'S 2017 HEALTH OF BOSTON REPORT INDICATED THAT DORCHESTER CONTINUED TO HAVE A HIGH INCIDENCE OF VIOLENCE-RELATED INJURIES AND HIGH RATES OF HOMICIDE COMPARED TO THE CITY AS A WHOLE. THE RATE OF ASTHMA-RELATED HOSPITALIZATION AMONG CHILDREN AGES 5-17, AS WELL AS THE PREVALENCE OF OBESITY AND OF MANY CHRONIC DISEASES AMONG ADULTS, WERE ALSO ABOVE CITY AVERAGES, AS WERE RATES OF MORTALITY ATTRIBUTED TO SUBSTANCE MISUSE, INCLUDING OPIOIDS. BASED ON REVIEW OF AVAILABLE DATA AND INPUT FROM COMMUNITY PARTNERS, STAKEHOLDERS AND ADVISORS, THE DORCHESTER HEALTH INITIATIVE PRIORITY FOR THE 2020-2022 FUNDING CYCLE IS BEHAVIORAL HEALTH, WHICH ENCOMPASSES COMMUNITY VIOLENCE, MENTAL HEALTH, AND SUBSTANCE USE.SOUTH BOSTON IS A NEIGHBORHOOD OF APPROXIMATELY 37,000 RESIDENTS THAT CONTINUES TO UNDERGO CHANGES. HISTORICALLY CONSIDERED A WORKING CLASS COMMUNITY WITH A SIGNIFICANT NUMBER OF PUBLIC HOUSING DEVELOPMENTS, LONG-TIME RESIDENTS ARE NOW EXPERIENCING INCREASING RENTS AND/OR DISPLACEMENT, ALONG WITH AN INFLUX OF NEWER RESIDENTS, RESULTING FROM A SHARP INCREASE IN NEW CONSTRUCTION AND HOUSING DEVELOPMENT IN THE AREA.DATA FROM THE CENSUS BUREAU SHOW A 26% INCREASE IN THE POPULATION BETWEEN 2000 AND 2017. DURING THIS PERIOD, THE NUMBER OF CHILDREN UNDER AGE 18 AND SENIORS OVER AGE 65 (AND THE PROPORTION OF THE POPULATION THEY MADE UP) DROPPED; THUS, THE RISE IN POPULATION IS ATTRIBUTED LARGELY TO WORKING-AGE ADULTS. AT THE SAME TIME, THE PERCENT OF THE POPULATION HOLDING A BACHELOR'S DEGREE OR HIGHER ROSE FROM 19% IN 2000 TO 62% IN 2017; THOSE HOLDING MASTER'S DEGREES OR HIGHER ROSE FROM 7% TO 20%. MEDIAN HOUSEHOLD INCOME ROSE 131% TO $91,597 IN THIS PERIOD. THE CHANGES IN SOUTH BOSTON'S DEMOGRAPHICS ARE LIKELY DUE TO THE INCREASE IN THE AVAILABILITY OF MARKET-RATE AND LUXURY HOUSING. AS IS HAPPENING IN CHINATOWN, THE INCREASING AVAILABILITY OF NEW UPSCALE HOUSING IN SOUTH BOSTON AND THE CORRESPONDING INFLUX OF RESIDENTS WITH A HIGHER SOCIOECONOMIC STATUS WILL BE REFLECTED IN FUTURE HEALTH NEEDS ASSESSMENTS IN THE FORM OF MORE FAVORABLE SOCIAL DETERMINANTS OF HEALTH; THIS RISKS MASKING THE HEALTH NEEDS OF LONG-TIME RESIDENTS FOR WHOM SUBSTANCE USE, MENTAL HEALTH, AND CHRONIC DISEASES ARE MAJOR HEALTH CONCERNS.THE PRIORITIES FOR THE SOUTH BOSTON COMMUNITY ARISING FROM THE 2019 CHNA ARE SUBSTANCE USE, CHRONIC DISEASE MANAGEMENT, AND FOOD SECURITY.THE SOUTH END IS IMMEDIATELY SOUTH OF TUFTS MC, ADJACENT TO CHINATOWN. IT IS A NEIGHBORHOOD KNOWN FOR ITS LARGE VICTORIAN HOME DISTRICT BUILT BY MIDDLE CLASS RESIDENTS OF ENGLISH ANCESTRY IN THE 1850S. THE NEIGHBORHOOD'S DEMOGRAPHICS BEGAN TO CHANGE IN THE 1880S WHEN THE ORIGINAL RESIDENTS BEGAN TO BE REPLACED BY MIDDLE CLASS AFRICAN AMERICANS, IRISH, JEWISH, GREEK, PUERTO RICAN AND CHINESE IMMIGRANTS. IN THE 1960S, THE SOUTH END WAS CONSIDERED ONE OF THE POOREST NEIGHBORHOODS IN THE CITY OF BOSTON. ITS RENAISSANCE BEGAN IN THE MID-1970S WHEN INDIVIDUALS BEGAN TO BUY AND RESTORE VICTORIAN HOUSES, AND NON-PROFITS PURCHASED AND REHABILITATED HOUSES AS AFFORDABLE RENTALS FOR FAMILIES. THERE WAS ALSO NEW CONSTRUCTION FOCUSED ON MEETING THE NEEDS OF VERY LOW-INCOME FAMILIES AND SENIORS.CURRENTLY, THE SOUTH END AND SOUTH BOSTON ARE EXAMPLES OF BOSTON'S ROBUST ECONOMY AND BUILDING BOOM, AND NEW RESIDENTIAL DEVELOPMENTS ARE BEING CONSTRUCTED ON PARCELS WHICH WERE ONCE DESIGNATED FOR LIGHT INDUSTRIAL USE.THE LINE BETWEEN THE SOUTH END AND CHINATOWN IS NOT FIXED, AND THERE IS A SIZABLE POPULATION OF CHINESE FAMILIES LIVING IN WHAT IS TRADITIONALLY CONSIDERED THE SOUTH END. ACCORDING TO THE 2017 ACS, THE SOUTH END HAD A POPULATION OF APPROXIMATELY 27,000 RESIDENTS, MEDIAN HOUSEHOLD INCOME WAS $70,575, AND THE MAJOR RACIAL/ETHNIC GROUPS WERE: WHITE (54%), LATINX (19%), BLACK/AFRICAN AMERICAN (16%), AND ASIAN (16%).DATA FROM THE CITY OF BOSTON SHOW THAT IN 2015, THE LEADING CAUSES OF DEATH IN THE SOUTH END WERE CANCER AND DISEASES OF THE HEART, FOLLOWED BY UNINTENTIONAL INJURIES. THE BOSTON CHNA-CHIP COLLABORATIVE'S 2019 CITY-WIDE CHNA FOUND THAT RESIDENTS OF THIS NEIGHBORHOOD EXPERIENCE A HIGHER RATE OF ASTHMA-RELATED EMERGENCY DEPARTMENT VISITS, ADULT SMOKING BEHAVIOR, HIV/AIDS, AND INFANT MORTALITY THAN THE CITY AS A WHOLE. IN ADDITION, THE SOUTH END EXPERIENCES SIGNIFICANTLY HIGHER RATES OF HEART DISEASE HOSPITALIZATION THAN THE CITY OF BOSTON AS A WHOLE; HOWEVER, THEY HAVE COMPARABLE RATES OF ADULT HYPERTENSION.
PART VI, LINE 5: IN ADDITION TO PROVIDING FINANCIAL RESOURCES TO COMMUNITY-BASED HEALTH AND SERVICE ORGANIZATIONS THAT ADDRESS HEALTH ISSUES SPECIFIC TO THEIR CONSTITUENTS, TUFTS MEDICAL CENTER (TUFTS MC) ADVANCES ITS COMMITMENT TO THE HEALTH OF ITS PATIENT AND PRIORITY COMMUNITIES THROUGH A NUMBER OF HOSPITAL-LED EFFORTS. THESE INCLUDE CLINICS ESTABLISHED TO MEET THE NEEDS OF NON-NATIVE ENGLISH SPEAKERS; SCHOOL-BASED CURRICULA THAT HELP STUDENTS LEARN ABOUT ASTHMA, DENTAL HEALTH, NUTRITION, SEXUAL HEALTH, SUBSTANCE USE, AND STRESS MANAGEMENT; SCREENINGS AND WORKSHOPS FOR POPULATIONS WITH CRITICAL HEALTH DISPARITIES; ASSISTING ELIGIBLE PATIENTS WITH SECURING FINANCIAL AND SOCIAL BENEFITS SUCH AS PUBLIC HEALTH INSURANCE; AND A COLLABORATION WITH THE BOSTON CHNA-CHIP COLLABORATIVE TO DEEPEN AND EXPAND THE IMPACT OF MEMBER INSTITUTIONS' COMMUNITY BENEFITS ACTIVITIES. TUFTS MC ALSO PARTICIPATES IN COMMUNITY COALITIONS THAT WORK TO PRESERVE COMMUNITY ASSETS AND ADVANCE THE PHYSICAL, ECONOMIC, SOCIAL, AND CULTURAL HEALTH OF THE COMMUNITY. EXAMPLES OF THIS INCLUDE TUFTS MC'S ROLE IN PUBLIC SAFETY INITIATIVES, PROVIDING PARKING FOR FAITH-BASED INSTITUTIONS' CONGREGATION MEMBERS AND WEEKEND PARKING FOR LOCAL SMALL BUSINESS OWNERS' CUSTOMERS, AND VARIOUS WORKFORCE DEVELOPMENT ACTIVITIES TO HELP PREPARE AND/OR RECRUIT COMMUNITY MEMBERS FOR TUFTS MC EMPLOYMENT AND BEYOND.
PART VI, LINE 6: COMMUNITY HOSPITAL PARTNERSHIPSTUFTS MEDICAL CENTER HAS A RICH HISTORY OF PROVIDING MEDICAL CARE TO THE BOSTON COMMUNITY SINCE ITS FOUNDING. IN 2009 TUFTS MEDICAL CENTER LAUNCHED ITS DISTRIBUTED ACADEMIC MEDICAL CENTER MODEL, WHICH PARTNERS WITH COMMUNITY HOSPITALS TO KEEP MORE CARE LOCALLY IN THE COMMUNITY. TUFTS MEDICAL CENTER IS PROUD TO PARTNER WITH EXCELLENT COMMUNITY HOSPITALS TO DELIVER THE HIGHEST QUALITY CARE IN THE MOST CONVENIENT MANNER FOR PATIENTS. WE STRONGLY BELIEVE THAT WHEN ACADEMIC MEDICAL CENTERS AND COMMUNITY HOSPITALS WORK SIDE-BY-SIDE, THE PATIENT AND THE HEALTH CARE SYSTEM BENEFIT. THROUGH OUR DISTRIBUTED ACADEMIC MEDICAL CENTER MODEL, WE BRING TUFTS MEDICAL CENTER AND FLOATING HOSPITAL FOR CHILDREN PHYSICIANS TO THE COMMUNITY - SAVING PATIENTS THE DRIVE INTO DOWNTOWN BOSTON AND TAKING ADVANTAGE OF THE EXCELLENT HOSPITALS IN THE CITIES AND TOWNS SURROUNDING BOSTON. WE ALSO CONSULT CLOSELY WITH OUR TALENTED PHYSICIAN COLLEAGUES WHO ARE PROVIDING OUTSTANDING SERVICES IN THE COMMUNITY ALREADY. AND WHEN EXCEPTIONALLY COMPLEX CARE IS NEEDED, THESE PARTNERSHIPS MEAN THE TRANSFER TO BOSTON IS WELL COORDINATED BETWEEN PHYSICIANS AND COMFORTABLE FOR THE PATIENT AND FAMILY MEMBERS.THROUGH PARTNERSHIPS WITH OTHER AREA HOSPITALS AND MEDICAL CENTERS, DOCTORS FROM TUFTS MC AND FLOATING HOSPITAL STAFF VARIOUS COMMUNITY MEDICAL FACILITIES. THIS ALLOWS MORE PATIENTS TO RECEIVE TOP-QUALITY CARE IN A LOCATION CLOSE TO HOME. TUFTS MC SPECIALISTS SEE PATIENTS AND PERFORM SOME TREATMENTS AND PROCEDURES LOCALLY. WHEN HIGH-LEVEL ADVANCED CARE IS NEEDED, TUFTS MC DOCTORS WORK WITH THE COMMUNITY PHYSICIANS TO ENSURE A SMOOTH PATIENT TRANSITION TO TUFTS MEDICAL CENTER IN BOSTON.TUFTS MEDICAL CENTER AND FLOATING HOSPITAL MAKE EXCELLENT CLINICAL PARTNERS FOR TWO MAIN REASONS. FIRST, WE WORK WITH OUR PARTNER HOSPITALS TO KEEP MOST MEDICAL CARE LOCAL. THIS IS THE MOST CONVENIENT OPTION FOR PATIENTS AND THE MOST COST-EFFECTIVE OPTION FOR BOTH PATIENTS AND PROVIDERS. SECOND, TUFTS MEDICAL CENTER AND FLOATING HOSPITAL PROVIDE HIGH-QUALITY CARE AT REASONABLE COSTS. IN FACT, A REPORT BY THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE SAID THAT WE ARE THE MOST AFFORDABLE ADVANCED CARE OPTION IN BOSTON.PATIENTS MAY EXPERIENCE OUR AFFILIATION WITH COMMUNITY HOSPITALS IN ANY NUMBER OF WAYS, SUCH AS:- A PEDIATRIC HOSPITALIST CARING FOR A SICK CHILD ON THE PEDIATRIC UNIT OF A COMMUNITY HOSPITAL- A CARDIOLOGIST PERFORMING CARDIAC CATHETERIZATIONS IN THE COMMUNITY- OUR EXPERT WEIGHT AND WELLNESS CENTER TEAM PROVIDING SUPPORT AND SURGERIES IN THE COMMUNITY - OUR TRAUMA TEAM PREPARING FOR AN URGENT TRANSFER FROM A COMMUNITY HOSPITAL- OUR NEUROLOGY TEAM PROVIDING A CONSULT ON A STROKE PATIENT IN A COMMUNITY EMERGENCY DEPARTMENT- CARDIOLOGY EXPERTS FROM THROUGHOUT THE REGION MEETING TO DISCUSS BEST PRACTICE FOR TREATING HEART FAILURE PATIENTS- COORDINATED CARE PROTOCOLS BETWEEN INSTITUTIONS AND CARE SETTINGSADULT AFFILIATE HOSPITALSMETROWEST MEDICAL CENTER (FRAMINGHAM, MA)PEDIATRIC AFFILIATE HOSPITALSLAWRENCE GENERAL HOSPITAL (LAWRENCE, MA)LOWELL GENERAL HOSPITAL (LOWELL, MA)METROWEST MEDICAL CENTER (FRAMINGHAM, MA)SIGNATURE HEALTHCARE BROCKTON HOSPITAL (BROCKTON, MA)
PART VI, LINE 7, REPORTS FILED WITH STATES MA
PART VI, LINE 4, COMMUNITY INFORMATION (CONTINUED) QUINCY HAS A SIGNIFICANT ASIAN POPULATION WITH STRONG SOCIAL AND CULTURAL TIES TO BOSTON'S CHINATOWN, COMPRISING ABOUT 6% OF TUFTS MC'S PATIENT POPULATION. IN 2017, QUINCY HAD A POPULATION OF 93,824 AND GREW 6.6% SINCE 2000. BETWEEN 2000 AND 2017, THE CITY SAW A GROWTH IN THE NUMBER OF BLACK AND LATINX RESIDENTS, AND MOST NOTABLY ASIAN RESIDENTS; THE NUMBER OF ASIAN RESIDENTS DOUBLED FROM 13,500 TO 27,200 IN THIS PERIOD AND NOW CONSTITUTE 29% OF THE POPULATION, SECOND ONLY TO WHITE RESIDENTS. THIRTY-ONE PERCENT OF QUINCY RESIDENTS ARE FOREIGN-BORN AND 35% LIVE IN LIMITED-ENGLISH-SPEAKING HOMES, 24.7% OF WHOM SPEAK AN ASIAN LANGUAGE.DATA FROM THE CITY OF BOSTON SHOW THAT IN 2015, CANCER AND HEART DISEASE WERE AMONG THE LEADING CAUSES OF DEATH IN QUINCY. CHRONIC DISEASE MANAGEMENT, PARTICULARLY HEART DISEASE AND HYPERTENSION, WAS IDENTIFIED AS A TOP HEALTH PRIORITY IN QUINCY. IN ADDITION, ACCESS TO HEALTH CARE AND OTHER SOCIAL SERVICES HAS REMAINED A PRIORITY HEALTH CONCERN SINCE 2013. WITH THE INCREASING POPULATION OF IMMIGRANTS AND LIMITED ENGLISH SPEAKERS, AND AN INCREASING PREVALENCE OF CHRONIC DISEASE, ACCESS TO LINGUISTICALLY AND CULTURALLY APPROPRIATE HEALTH CARE AND SOCIAL SERVICES ARE A CRITICAL NEED. CARE TO BOSTON RESIDENTS AND SURROUNDING COMMUNITIES:TUFTS MEDICAL CENTER BELIEVES THAT CARING FOR OUR COMMUNITY HAPPENS BOTH WITHIN AND OUTSIDE THE WALLS OF THE INSTITUTION. DATA HAVE SHOWN THAT MANY BARRIERS EXIST WHICH HINDER PATIENT ACCESS TO HIGH QUALITY HEALTH CARE, INCLUDING THE LINGUISTIC AND CULTURAL COMPETENCY OF HEALTH CARE PROVIDERS. TO REMOVE THE BARRIERS AND INCREASE ACCESS TO HOSPITAL SERVICES, TUFTS MC CONTINUES A LONG-STANDING COMMITMENT TO INCREASE CULTURAL COMPETENCY AMONG OUR MEDICAL PROVIDERS AND TO REMOVE LANGUAGE BARRIERS WHEREVER POSSIBLE. THE WORKING DEFINITION OF CULTURAL COMPETENCY THAT HELPS TO SHAPE AND DRIVE POLICIES AND CARE DELIVERY AT TUFTS MC IS AS FOLLOWS:THE ABILITY TO UNDERSTAND AND RESPECT THE DIFFERENCES AMONG PEOPLE AND USE OUR UNDERSTANDING TO INFLUENCE OUR INTERACTIONS WITH ONE ANOTHER; THIS INVOLVES DEVELOPING OUR CAPABILITY OF DELIVERING PATIENT-CENTERED SERVICES CONSISTENT WITH THE NEEDS AND EXPECTATIONS OF VARIOUS CULTURES.
Schedule H (Form 990) 2018
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
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
 
 
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
 
 
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
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 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
1CRAIG BEST MD
TRUSTEE/PRESIDENT & CEO - PO
(i)

(ii)
0
-------------
548,900
0
-------------
103,125
0
-------------
5,997
0
-------------
27,500
0
-------------
8,629
0
-------------
694,151
0
-------------
0
2JATIN DAVE MD
TRUSTEE
(i)

(ii)
377,317
-------------
0
59,441
-------------
0
517
-------------
0
23,787
-------------
0
25,353
-------------
0
486,415
-------------
0
0
-------------
0
3DAN DRISCOLL MD
TRUSTEE
(i)

(ii)
0
-------------
263,319
0
-------------
73,787
0
-------------
10,649
0
-------------
25,666
0
-------------
20,966
0
-------------
394,387
0
-------------
0
4KAREN FREUND MD
TRUSTEE
(i)

(ii)
0
-------------
280,991
0
-------------
50,141
0
-------------
9,553
0
-------------
27,500
0
-------------
21,029
0
-------------
389,214
0
-------------
0
5MARVIN A KONSTAM MD
TRUSTEE
(i)

(ii)
0
-------------
387,186
0
-------------
0
0
-------------
20,975
0
-------------
18,333
0
-------------
14,243
0
-------------
440,737
0
-------------
0
6MATTHEW LARKIN
TRUSTEE
(i)

(ii)
0
-------------
329,954
0
-------------
66,268
0
-------------
10,265
0
-------------
27,499
0
-------------
20,996
0
-------------
454,982
0
-------------
0
7WILLIAM C MACKEY MD
TRUSTEE
(i)

(ii)
0
-------------
480,931
0
-------------
60,000
0
-------------
16,388
0
-------------
27,500
0
-------------
21,364
0
-------------
606,183
0
-------------
0
8DEEB N SALEM MD
TRUSTEE
(i)

(ii)
0
-------------
556,727
0
-------------
160,415
0
-------------
39,670
0
-------------
27,500
0
-------------
20,843
0
-------------
805,155
0
-------------
0
9PAUL SUMMERGRAD MD
TRUSTEE
(i)

(ii)
0
-------------
448,658
0
-------------
71,250
0
-------------
19,659
0
-------------
27,500
0
-------------
20,803
0
-------------
587,870
0
-------------
0
10MARGARET COSTELLO
TRUSTEE/COO
(i)

(ii)
350,403
-------------
0
53,904
-------------
0
759
-------------
0
23,900
-------------
0
23,903
-------------
0
452,869
-------------
0
0
-------------
0
11JEFFREY A WEINSTEIN
TRUSTEE/SENIOR VP/SECRETARY
(i)

(ii)
0
-------------
455,168
0
-------------
139,549
0
-------------
89,060
0
-------------
3,768
0
-------------
19,332
0
-------------
706,877
0
-------------
0
12JOSEPH FROLKIS MD
TRUSTEE/PRESIDENT/CEO
(i)

(ii)
552,259
-------------
0
143,371
-------------
0
8,034
-------------
0
5,400
-------------
0
4,599
-------------
0
713,663
-------------
0
0
-------------
0
13NATHAN GAGNE
CFO/TREASURER
(i)

(ii)
268,613
-------------
0
36,321
-------------
0
78
-------------
0
23,900
-------------
0
4,157
-------------
0
333,069
-------------
0
0
-------------
0
14ZACHARY REDMOND
SECRETARY
(i)

(ii)
228,575
-------------
0
39,780
-------------
0
8,430
-------------
0
5,615
-------------
0
27,790
-------------
0
310,190
-------------
0
0
-------------
0
15KRISTINE M HANSCOM
SENIOR VP/TREASURER/CFO/TRUSTEE
(i)

(ii)
453,135
-------------
0
98,234
-------------
0
41,451
-------------
0
66,350
-------------
0
30,670
-------------
0
689,840
-------------
0
0
-------------
0
16ELLEN O'GORMAN
CEO
(i)

(ii)
156,178
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
156,178
-------------
0
0
-------------
0
17MICHAEL APKON
TRUSTEE/CEO/PRESIDENT
(i)

(ii)
221,028
-------------
0
0
-------------
0
6,149
-------------
0
0
-------------
0
23,413
-------------
0
250,590
-------------
0
0
-------------
0
18CHARLES R WHIPPLE ESQ
TRUSTEE/SECRETARY
(i)

(ii)
0
-------------
297,282
0
-------------
49,248
0
-------------
68,724
0
-------------
0
0
-------------
32,148
0
-------------
447,402
0
-------------
0
19THERESE HUDSON-JINKS
SENIOR VP AND CNO
(i)

(ii)
489,965
-------------
0
83,885
-------------
0
60,924
-------------
0
53,403
-------------
0
6,673
-------------
0
694,850
-------------
0
0
-------------
0
20WILLIAM SHICKOLOVICH THRU 118
SENIOR VP OPERATIONS MGMT/CIO
(i)

(ii)
0
-------------
426,080
0
-------------
116,177
0
-------------
75,473
0
-------------
60,050
0
-------------
29,933
0
-------------
707,713
0
-------------
0
21DEBORAH JOELSON UNTIL 118
SR. VP STRATEGIC SERVICES
(i)

(ii)
0
-------------
421,327
0
-------------
125,803
0
-------------
94,227
0
-------------
61,450
0
-------------
30,231
0
-------------
733,038
0
-------------
0
22SUSAN BLANCHARD
VP FOR RESEARCH ADMINISTRATION
(i)

(ii)
238,304
-------------
0
41,933
-------------
0
41,028
-------------
0
36,225
-------------
0
27,031
-------------
0
384,521
-------------
0
0
-------------
0
23KELLY DOUGHERTY
VP CARDIOVASCULAR
(i)

(ii)
219,710
-------------
0
42,482
-------------
0
743
-------------
0
32,561
-------------
0
16,257
-------------
0
311,753
-------------
0
0
-------------
0
24SEAN SULLIVAN
VP HUMAN RESOURCES (UNTIL 1/19)
(i)

(ii)
343,901
-------------
0
58,769
-------------
0
2,666
-------------
0
44,970
-------------
0
28,826
-------------
0
479,132
-------------
0
0
-------------
0
25BROOKE TYSON-HYNES
VP PUBLIC AFFAIRS
(i)

(ii)
156,570
-------------
156,570
40,198
-------------
40,198
4,120
-------------
4,121
4,017
-------------
4,018
14,075
-------------
14,076
218,980
-------------
218,983
0
-------------
0
26MAURA LYNCH
VP FOR DEVELOPMENT
(i)

(ii)
351,937
-------------
0
57,685
-------------
0
4,983
-------------
0
48,030
-------------
0
11,988
-------------
0
474,623
-------------
0
0
-------------
0
27MICHAEL CROWLEY UNTIL 1118
VP REAL ESTATE & FACILITIES
(i)

(ii)
181,157
-------------
0
0
-------------
0
136,961
-------------
0
41,827
-------------
0
10,507
-------------
0
370,452
-------------
0
37,351
-------------
0
28CATHERINE BUKOWSKI UNTIL 719
VP REVENUE CYCLE
(i)

(ii)
289,432
-------------
0
51,992
-------------
0
2,209
-------------
0
36,453
-------------
0
9,879
-------------
0
389,965
-------------
0
0
-------------
0
29JEFFREY SYREK
VP SYS CONTRACTING
(i)

(ii)
236,913
-------------
0
31,103
-------------
0
117
-------------
0
23,400
-------------
0
24,942
-------------
0
316,475
-------------
0
0
-------------
0
30SAUL WEINGART
CHEIF MEDICAL OFFICER
(i)

(ii)
0
-------------
459,041
0
-------------
110,375
0
-------------
32,047
0
-------------
27,500
0
-------------
21,364
0
-------------
650,327
0
-------------
0
31NANCY WETHERBEE
DIRECTOR OF ORBIT
(i)

(ii)
239,592
-------------
0
100,000
-------------
0
1,456
-------------
0
8,199
-------------
0
6,078
-------------
0
355,325
-------------
0
0
-------------
0
32ROSS THOMPSON
VP & CHIEF PHARMACY OFFICER
(i)

(ii)
262,264
-------------
0
48,061
-------------
0
1,270
-------------
0
8,250
-------------
0
4,566
-------------
0
324,411
-------------
0
0
-------------
0
33SARAH MCKAY
VP PERIOPERATIVE SERVICES
(i)

(ii)
232,709
-------------
0
41,500
-------------
0
16,113
-------------
0
8,250
-------------
0
27,246
-------------
0
325,818
-------------
0
0
-------------
0
34JUSTIN PRECOURT
ASSOCIATE CHIEF NURSING OFFICER
(i)

(ii)
263,356
-------------
0
22,467
-------------
0
203
-------------
0
8,250
-------------
0
23,455
-------------
0
317,731
-------------
0
0
-------------
0
35MARCY CASS
VP RISK MANAGEMENT
(i)

(ii)
227,776
-------------
0
51,299
-------------
0
5,442
-------------
0
0
-------------
0
10,269
-------------
0
294,786
-------------
0
0
-------------
0
36NORMAND DESCHENE
FORMER TRUSTEE
(i)

(ii)
0
-------------
1,092,300
0
-------------
366,053
0
-------------
197,871
0
-------------
8,250
0
-------------
12,671
0
-------------
1,677,145
0
-------------
0
37RASHED DURGHAM MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
480,201
0
-------------
0
0
-------------
18,364
0
-------------
25,000
0
-------------
12,462
0
-------------
536,027
0
-------------
0
38MICHAEL WAGNER MD
FORMER TRUSTEE/PRESIDENT/CEO
(i)

(ii)
0
-------------
906,375
0
-------------
307,500
0
-------------
166,667
0
-------------
120,250
0
-------------
69,365
0
-------------
1,570,157
0
-------------
0
39CHARLES CASSIDY MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
693,537
0
-------------
402,427
0
-------------
14,697
0
-------------
27,500
0
-------------
21,364
0
-------------
1,159,525
0
-------------
0
40PATRICIA HAYWARD
FORMER VP HUMAN RESOURCES/RISK MG
(i)

(ii)
0
-------------
0
0
-------------
0
283,407
-------------
0
0
-------------
0
7,012
-------------
0
290,419
-------------
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 1, LINE 4A: THE LOWELL GENERAL HOSPITAL HAS ENTERED INTO A SPLIT-DOLLAR LIFE INSURANCE AGREEMENT WITH NORMAND DESCHENE - PRESIDENT OF BOARD & CEO - THE LOWELL GENERAL HOSPITAL. PREMIUMS PAID IN CALENDAR 2018 WERE $125,648. ALL PREMIUMS WILL BE REPAID TO THE HOSPITAL.
PART 1, LINE 4B: SECTION 457(F) RETIREMENT PLAN EMPLOYER DEFERRALS: MICHAEL WAGNER, M.D., $112,000 DEBORAH C. JOELSON, $53,200 WILLIAM J. SHICKOLOVICH, $51,800 THERESE HUDSON-JINKS, $45,153 SEAN SULLIVAN, $36,720 MAURA LYNCH, $39,780 MICHAEL CROWLEY, $34,272 SUSAN BLANCHARD, $27,975 KELLY DOUGHERTY, $26,928 KRISTINE HANSCOM, $58,100 CATHERINE BUKOWSKI, $28,203 JEFFREY GROSS, $3,270
Schedule J (Form 990) 2018
Additional Data


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Software Version:  

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number
27-0440772
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY
 
04-3431814 57584YPN3 02-20-2019 230,260,000 SEE SUPPLEMENTAL INFORMATION   X   X X  
Part
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 247,886,139      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 2,591,218      
11 Other spent proceeds ............. 159,332,179      
12 Other unspent proceeds ............. 85,962,742      
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X              
15 Were the bonds issued as part of an advance refunding issue? .....   X            
16 Has the final allocation of proceeds been made? .......... X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 %      
6 Total of lines 4 and 5 ............. 0 %      
7 Does the bond issue meet the private security or payment test? ...   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X              
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X              
b Exception to rebate? ........   X            
c No rebate due? .........   X            
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ... X              
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
PART I, LINE A, COLUMN F DESCRIPTION OF BOND PURPOSE: A. THE ISSUANCE OF BONDS AND THE LOAN OF THE PROCEEDS THEREOF IS TO (1) REFINANCE CERTAIN OUTSTANDING INDEBTEDNESS OF OR ISSUED FOR THE BENEFIT OF THE INSTITUTION, AS FUTHER IDENTIFIED BELOW, (2) FINANCE CONSTRUCTION, RENOVATION AND IMPROVEMENTS AT AND ACQUISTIONS AND EQUIPMENT FOR THE ACUTE CARE HOSPITAL AND RELATED FACILITIES OWNED AND/OR OPERATED BY TUFTS MEDICAL CENTER, (3) FUND A DEBT SERVICE RESERVE FUND, AND (4) PAY CERTAIN COSTS OF ISSUANCE OF THE BONDS. FURTHER IDENTIFICATION OF BOND PURPOSE - REFINANCINGS: SERIES J BONDS ISSUED 9/22/17 SERIES A BONDS WERE ISSUED FOR THE WELLFORCE OBLIGATED GROUP, WHICH INCLUDES TUFTS MEDICAL CENTER, INC., THE LOWELL GENERAL HOSPITAL, AND MELROSEWAKEFIELD HEALTHCARE.
Schedule K (Form 990) 2018

Additional Data


Software ID:  
Software Version:  

SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 12 257,145 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) OF SCHEDULE M REPRESENTS THE NUMBER OF CONTRIBUTIONS OF EACH ITEM.
Schedule M (Form 990) (2018)

Additional Data


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

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Return Reference Explanation
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: WE STRIVE TO HEAL, TO COMFORT, TO TEACH, TO LEARN, AND TO SEEK THE KNOWLEDGE TO PROMOTE HEALTH AND PREVENT DISEASE. OUR PATIENTS AND THEIR FAMILIES ARE AT THE CENTER OF EVERYTHING WE DO. WE DEDICATE OURSELVES TO FURTHERING OUR RICH TRADITION OF HEALTH CARE INNOVATION, LEADERSHIP, CHARITY AND THE HIGHEST STANDARD OF CARE TO ALL IN OUR COMMUNITY. TO PROVIDE LONG-TERM CARE FOR CHILDREN WHO ARE SEVERELY MENTALLY HANDICAPPED AND/OR MULTIPLY PHYSICALLY HANDICAPPED. RENTAL SERVICE PROGRAMS TO PROMOTE THE INTEREST OF TUFTS MEDICAL CENTER, INC. AND ITS AFFILIATED ORGANIZATIONS BY ACQUIRING, MANAGING, MAINTAINING, DEVELOPING, LEASING AND DISPOSING OF REAL ESTATE PROPERTIES. NEW ENGLAND QUALITY CARE ALLIANCE, INC. OPERATES FOR THE PURPOSE OF SUPPORTING ACTIVITIES OF TUFTS MEDICAL CENTER PARENT, INC. AND ITS AFFILIATES. NEW ENGLAND QUALITY CARE ALLIANCE ACCOUNTABLE CARE, INC. WAS FORMED TO IMPROVE THE HEALTH OF PATIENTS AND TO ENHANCE THE PATIENT'S EXPERIENCE OF CARE. TUFTS MEDICAL CENTER COMMUNITY CARE, INC. WORKS JOINTLY WITH TUFTS MEDICAL CENTER PARENT, INC. AND ITS AFFILIATES TO DEVELOP, IMPLEMENT, AND OPERATE AN INTEGRATED HEALTH CARE DELIVERY SYSTEM AND TO PROVIDE COST-EFFECTIVE AND HIGH-QUALITY PATIENT CARE WITHIN SUCH SYSTEM.
FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CONTROLLER REVIEW THE FORM 990 WITH TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM. A COPY OF THE FORM 990 AS IT WILL BE ULTIMATELY FILED IS POSTED TO AN INTERNAL WEBSITE. PRIOR TO FILING, THE ORGANIZATION EMAILS ALL OF ITS GOVERNING BODY MEMBERS A LINK TO A PASSWORD PROTECTED WEBSITE, ADVISING THEM THAT THE FORM 990 IS AVAILABLE FOR REVIEW ON THAT SITE.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES COMPLIANCE BY PROCEDURES INCLUDING ANNUAL DISCLOSURE AND REVIEW OF SUCH DISCLOSURE BY MANAGEMENT. CONFLICTS ARE RESOLVED BY THE APPROPRIATE HEAD OF THE DEPARTMENT AND REVIEWED BY LEGAL. THE JOINT COMPLIANCE COMMITTEE WILL DISCUSS ANY APPEAL.
FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES MET ON DECEMBER 12, 2018 TO REVIEW EXECUTIVE COMPENSATION FOR 2018. SULLIVAN AND COTTER, AN INDEPENDENT CONSULTANT TO THE BOARD, PROVIDED A COMPETITIVENESS ASSESSMENT BASED ON COMPARATOR INFORMATION INCLUDING NATIONAL, NORTHEAST AND BOSTON AREA DATA. TOTAL COMPENSATION FOR THE EXECUTIVE GROUP, INCLUDING THE PRESIDENT/CEO , COO AND VICE PRESIDENTS, WAS DETERMINED TO BE CONSERVATIVE AND WELL WITHIN MARKET AVERAGES, THE PROCESS HAS NOT CHANGED SINCE THEN. THE LAST MEETING WAS HELD DECEMBER 12, 2018.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST EITHER BY MAIL OR IN PERSON AT THE OFFICE, DEPENDING ON THE FORM OF THE REQUEST.
FORM 990, PART VI, SECTION B., LINE 16A: TUFTS MEDICAL CENTER, INC. HOLDS A 65% INTEREST IN SHIELDS-TUFTS MEDICAL CENTER IMAGING MANAGEMENT, LLC.
FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS -19,788,000. PENSION-RELATED ADJUSTMENTS -34,712,000. LOSS ON EXTINGUISHMENT OF DEBT -7,435,000. OTHER COMPONENTS OF NET PERIODIC PENSION COSTS 202,000. NET ASSETS RELEASED FROM RESTRICTION 1,669,000. OTHER ADJUSTMENTS 5,782.
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


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet 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
TUFTS MEDICAL CENTER GROUP RETURN
 
Employer identification number

27-0440772
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)MELROSEWAKEFIELD HEALTHCARE INC
170 GOVERNORS AVE

MEDFORD,MA02155
04-2767880
HOSPITAL MA 501(C)(3) LINE 3 MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION
 
Yes
 
(2)HALLMARK HEALTH MEDICAL ASSOCIATES INC
170 GOVERNORS AVE

MEDFORD,MA02155
04-3140938
MD OFFICES MA 501(C)(3) LINE 10 MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION
 
Yes
 
(3)LM LONG TERM CARE SERVICES INC
170 GOVERNORS AVE

MEDFORD,MA02155
04-2938772
LONG-TERM CARE MA 501(C)(3) LINE 12B, II MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION
 
Yes
 
(4)SAVIN LONG TERM CARE CORPORATION
170 GOVERNORS AVE

MEDFORD,MA02155
04-3012616
LONG-TERM CARE MA 501(C)(3) LINE 10 MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION
 
Yes
 
(5)HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE INC
178 SAVIN ST SUITE 300

MALDEN,MA02148
04-2437064
VISITING NURSE MA 501(C)(3) LINE 10 HOME HEALTH FOUNDATION INC
 
Yes
 
(6)HALLMARK HEALTH PROPERTIES
170 GOVERNORS AVE

MEDFORD,MA02155
22-2580542
PROPERTY MA 501(C)(3) LINE 12B, II MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION
 
Yes
 
(7)MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION
170 GOVERNORS AVE

MEDFORD,MA02155
04-2103587
PARENT MA 501(C)(3) LINE 12A, I WELLFORCE INC
 
Yes
 
(8)THE LOWELL GENERAL HOSPITAL
295 VARNUM AVENUE

LOWELL,MA01854
04-2103590
HEALTH CARE MA 501(C)(3) LINE 3 CIRCLE HEALTH INC
 
Yes
 
(9)CIRCLE HEALTH PHYSICIANS INC
295 VARNUM AVENUE

LOWELL,MA01854
27-3902914
MEDICAL SERVICES MA 501(C)(3) LINE 10 CIRCLE HEALTH INC
 
Yes
 
(10)LGH PHYSICIAN ASSOCIATES INC
ONE HOSPITAL DRIVE

LOWELL,MA01852
04-3190747
MEDICAL SERVICES MA 501(C)(3) LINE 10 CIRCLE HEALTH PHYSICIANS INC
 
Yes
 
(11)CIRCLE HEALTH INC
295 VARNUM AVENUE

LOWELL,MA01854
22-2579798
PARENT/SUPPORTING ORGANIZATION MA 501(C)(3) LINE 12B, II WELLFORCE INC
 
Yes
 
(12)WELLFORCE INC
1600 DISTRICT AVE SUITE 125

BURLINGTON,MA01803
45-2250732
PARENT/SUPPORTING ORGANIZATION MA 501(C)(3) LINE 12A, I N/A
 
No
(13)CNS NURSING HOME CARE INC
847 ROGERS STREET SUITE 201

LOWELL,MA01852
37-1836433
HOME CARE SERVICES MA 501(C)(3) LINE 10 CIRCLE HOME INC
 
Yes
 
(14)CIRCLE HOME INC
847 ROGERS STREET SUITE 201

LOWELL,MA01852
04-2103812
HOME CARE SERVICES MA 501(C)(3) LINE 10 HOME HEALTH FOUNDATION INC
 
Yes
 
(15)TUFTS MEDICAL CENTER PARENT INC
800 WASHINGTON STREET

BOSTON,MA02111
04-2810022
FUNDRAISING, ADMIN. PLANNING & OTHER ACTIVITIES MA 501(C)(3) LINE 12B, II WELLFORCE INC
 
Yes
 
(16)TUFTS MEDICAL CENTER INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3400617
HOSPITAL SERVICES MA 501(C)(3) LINE 3 TUFTS MEDICAL CENTER PARENT INC
 
Yes
 
(17)TUFTS MEDICAL CENTER REAL ESTATE COMPANY INC
800 WASHINGTON STREET

BOSTON,MA02111
04-2772654
ACQUIRING REAL PROPERTY MA 501(C)(3) LINE 12B, II TUFTS MEDICAL CENTER PARENT INC
 
Yes
 
(18)NEW ENGLAND LONG-TERM CARE INC
800 WASHINGTON STREET

BOSTON,MA02111
04-2912578
PEDIATRIC LONG-TERM CARE FACILITY MA 501(C)(3) LINE 3 TUFTS MEDICAL CENTER PARENT INC
 
Yes
 
(19)NEW ENGLAND QUALITY CARE ALLIANCE INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3040427
MEDICAL PROGRAMS & SERVICES MA 501(C)(3) LINE 12B, II TUFTS MEDICAL CENTER PARENT INC
 
Yes
 
(20)NEQCA ACCOUNTABLE CARE INC
325 WOOD RD SUITE 210

BRAINTREE,MA02184
80-0824142
ACO MA 501(C)(3) LINE 7 NEW ENGLAND QUALITY CARE ALLIANCE INC
 
Yes
 
(21)TUFTS MEDICAL CENTER COMMUNITY CARE INC
325 WOOD RD SUITE 210

BRAINTREE,MA02184
47-3046563
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PARENT INC
 
Yes
 
(22)THE CAMERON M NEELY FOUNDATION
800 WASHINGTON STREET

BOSTON,MA02111
04-3265628
CHARITABLE MA 501(C)(3) LINE 7 TUFTS MEDICAL CENTER PARENT INC
 
Yes
 
(23)HEART CENTER OF METROWEST INC
99 LINCOLN STREET

FRAMINGHAM,MA01702
03-0390670
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(24)PRATT ANESTHESIOLOGY ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3418395
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(25)PRATT MEDICAL AND SURGICAL ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148397
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(26)PRATT NEUROLOGY ASSOICATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148384
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(27)PRATT OBGYN ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148385
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(28)PRATT OPHTHALMOLOGY ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148392
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(29)PRATT ORTHOPEDIC ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
20-5129051
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(30)PRATT OTOLARYNGOLOGY
800 WASHINGTON STREET

BOSTON,MA02111
04-3148381
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(31)PRATT PATHOLOGY ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148393
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(32)PRATT PEDIATRIC ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148394
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(33)PRATT PSYCHIATRIC ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148387
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(34)PRATT RADIOLOGY ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148388
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(35)PRATT RADIATION ONCOLOGY ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148389
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(36)PRATT REHABILITATION MEDICINCE
800 WASHINGTON STREET

BOSTON,MA02111
04-3148378
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(37)PRATT SURGICAL ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148376
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(38)PRATT UROLOGY ASSOCIATES INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3148379
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(39)NEW ENGLAND MEDICAL CENTER
800 WASHINGTON STREET

BOSTON,MA02111
04-3096445
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(40)PRATT MEDICAL GROUP INC
800 WASHINGTON STREET

BOSTON,MA02111
04-2743894
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(41)TUFTS MEDICAL CENTER PHYSICIANS ORG INC
800 WASHINGTON STREET

BOSTON,MA02111
04-3044706
ADMIN. MA 501(C)(3) LINE 12B, II TUFTS MEDICAL CENTER PARENT INC
 
Yes
 
(42)CARDIOVASCULAR CENTER AT TUFTS MEDICAL CENTER INC
800 WASHINGTON STREET

BOSTON,MA02111
82-3315703
MEDICAL SERVICES MA 501(C)(3) LINE 10 TUFTS MEDICAL CENTER PHYSICIANS ORG INC
 
Yes
 
(43)HOME HEALTH FOUNDATION INC
360 MERRMIACK STREET

LAWRENCE,MA01843
22-2587225
MANAGEMENT SERVICES MA 501(C)(3) LINE 12B, II WELLFORCE INC
 
Yes
 
(44)HOME HEALTH VNA INC
360 MERRMIACK STREET

LAWRENCE,MA01843
04-2435675
HOME HEALTH CARE MA 501(C)(3) LINE 10 HOME HEALTH FOUNDATION INC
 
Yes
 
(45)MERRIMACK VALLEY HOSPICE INC
360 MERRMIACK STREET

LAWRENCE,MA01843
04-3024278
HOSPICE SERVICES MA 501(C)(3) LINE 10 HOME HEALTH FOUNDATION INC
 
Yes
 
(46)HOME CARE INC
360 MERRMIACK STREET

LAWRENCE,MA01843
04-2854358
HOME HEALTH SUPPORTIVE SERIVCES MA 501(C)(3) LINE 10 HOME HEALTH FOUNDATION 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) HALLMARK HEALTH INVESTMENTS LLC

170 GOVERNORS AVE
MEDFORD,MA02155
02-0657666
INVESTMENT MA MELROSEWAKEFIELD HEALTHCARE INC
 
EXCLUDED       No     No  
(2) MONTVALE PETCT LLC

100 BAYVIEW CIRCLE SUITE 400
NEWPORT BEACH,CA92660
27-0325022
CAT SCAN DE MELROSEWAKEFIELD HEALTHCARE INC
 
RELATED       No     No  
(3) CIRCLE HEALTH ALLIANCE LLC

295 VARNUM AVE
LOWELL,MA01854
80-0782682
ACCOUNTABLE CARE ORGANIZATION MA CIRCLE HEALTH INC
 
RELATED       No     No  
(4) SHIELDS-TUFTS MEDICAL CENTER IMAGING MANAGEMENT LLC

800 WASHINGTON STREET
BOSTON,MA02111
32-0558307
MEDICAL SERVICES (MRI) MA TUFTS MEDICAL CENTER INC
 
RELATED 2,420,371 802,594   No     No 65.000 %
(5) MEDFORD LAWRENCE REAL ESTATE LLC

55 CHRISTYS DRIVE
BROCKTON,MA02301
32-0553759
MEDICAL OFFICE BUILDING MA MELROSEWAKEFIELD HEALTHCARE INC
 
RELATED       No     No  




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) WELLFORCE INDEMNITY COMPANY LTD

800 WASHINGTON STREET
BOSTON,MA02111
98-0444573
CAPTIVE INSURANCE CJ TUFTS MEDICAL CENTER INC
 
C 15,951,387 87,079,674 80.000 % Yes  
(2) HALLMARK HEALTH ENTERPRISES INC

585 LEBANON STREET
MELROSE,MA02176
04-2475660
OTHER HEALTH SERVICES MA MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION
 
C       Yes  
(3) LAWRENCE MELROSE MEDICAL ELECTRONICS RECORD INC

170 GOVERNORS AVE
MEDFORD,MA02155
42-1685777
ELECTRONIC MEDICAL RECORDS MA MELROSEWAKEFIELD HEALTHCARE INC
 
C         No
(4) HALLMARK HEALTH PHO INC

170 GOVERNORS AVE
MEDFORD,MA02155
46-1134759
PHYSICIAN HOSPITAL ORGANIZATION MA MELROSEWAKEFIELD HEALTHCARE INC
 
C         No
(5) LGH SERVICES INC

295 VARNUM AVENUE
LOWELL,MA01854
04-2854673
MEDICAL SERVICES MA CIRCLE HEALTH INC
 
C       Yes  
(6) LGH MEDICAL BUILDING SERVICES INC

295 VARNUM AVENUE
LOWELL,MA01854
04-3058954
MEDICAL OFFICE BUILDING MA LGH SERVICES INC
 
C       Yes  
(7) LGH MANAGEMENT SERVICES INC

295 VARNUM AVENUE
LOWELL,MA01854
04-2919244
MEDICAL SERVICES MA LGH SERVICES INC
 
C       Yes  
(8) LGH MEDICAL SERVICES INC

295 VARNUM AVENUE
LOWELL,MA01854
26-1889904
MEDICAL SERVICES MA LGH SERVICES INC
 
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
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
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
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) PRATT ORTHOPEDIC ASSOCIATES INC

M 948,745 BOOK BASIS
(2) PRATT NEUROLOGY ASSOCIATES INC

M 641,417 BOOK BASIS
(3) PRATT NEUROSURGERY ASSOCIATES INC

M 2,807,095 BOOK BASIS
(4) PRATT ANESTHESIOLOGY ASSOCIATES INC

M 7,248,332 BOOK BASIS
(5) PRATT OBGYN ASSOCIATES INC

M 1,541,622 BOOK BASIS
(6) PRATT OPTHAMOLOGY ASSOCIATES INC

L 3,852,044 BOOK BASIS
(7) PRATT PATHOLOGY ASSOCIATES INC

M 1,718,087 BOOK BASIS
(8) PRATT PEDIATRIC ASSOCIATES INC

M 5,040,722 BOOK BASIS
(9) PRATT PSYCHIATRIC ASSOCIATES INC

L 203,511 BOOK BASIS
(10) PRATT RADIOLOGY ASSOCIATES INC

M 2,192,746 BOOK BASIS
(11) PRATT RADIATION ONCOLOGY ASSOCIATES INC

M 40,583 BOOK BASIS
(12) PRATT REHABILITATION MEDICINE ASSOCIATES INC

M 213,230 BOOK BASIS
(13) PRATT SURGICAL ASSOCIATES INC

M 3,247,127 BOOK BASIS
(14) PRATT UROLOGY ASSOCIATES INC

M 51,022 BOOK BASIS
(15) PRATT DERMATOLOGY ASSOCIATES INC

M 1,384,653 BOOK BASIS
(16) PRATT MEDICAL GROUP INC

M 9,221,502 BOOK BASIS
(17) TMC PHYSICIAN ORGANIZATION INC

L 12,167,511 BOOK BASIS
(18) TMC PHYSICIAN ORGANIZATION INC

J 324,641 BOOK BASIS
(19) NEW ENGLAND MEDICAL CENTER GROUP

M 211,507 BOOK BASIS
(20) NEW ENGLAND MEDICAL CENTER GROUP

E 1,401,948 BOOK BASIS
(21) PRATT ANESTHESIOLOGY ASSOCIATES INC

E 727,825 BOOK BASIS
(22) PRATT PATHOLOGY ASSOCIATES INC

E 163,233 BOOK BASIS
(23) PRATT PEDIATRIC ASSOCIATES INC

E 626,429 BOOK BASIS
(24) PRATT RADIOLOGY ASSOCIATES INC

E 195,127 BOOK BASIS
(25) PRATT SURGICAL ASSOCIATES INC

E 252,616 BOOK BASIS
(26) TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION

E 1,392,804 BOOK BASIS
(27) PRATT OPTHAMOLOGY ASSOCIATES INC

D 1,367,181 BOOK BASIS
(28) PRATT OBGYN ASSOCIATES INC

E 153,430 BOOK BASIS
(29) PRATT ORTHOPEDIC ASSOCIATES INC

E 117,594 BOOK BASIS
(30) PRATT NEUROLOGY ASSOCIATES INC

E 443,770 BOOK BASIS
(31) WELLFORCE INC

D 3,472,018 BOOK BASIS
(32) MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION

D 339,363 BOOK BASIS
(33) WELLFORCE INDEMNITY COMPANY LTD

R 2,483,249 BOOK BASIS
(34) WELLFORCE INC

R 10,788,849 BOOK BASIS
(35) CARDIOVASCULAR CENTER AT TUFTS MEDICAL CENTER INC

M 6,478,803 BOOK BASIS
(36) CIRCLE HEALTH INC

E 236,049 BOOK BASIS
(37) PRATT MEDICAL & SURGICAL DERMATOLOGY ASSOC

E 185,323 BOOK BASIS
(38) CAMERON NEELY FOUNDATION FOR CANCER CARE

D 165,402 BOOK BASIS
(39) CARDIOVASCULAR CENTER AT TUFTS MEDICAL CENTER INC

E 488,124 BOOK BASIS
(40) HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE

D 57,341 BOOK BASIS
(41) TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION

R 9,000,000 BOOK BASIS
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
Schedule R (Form 990) 2018

Additional Data


Software ID:  
Software Version:  






TY 2018 AffiliateListing
Name:
TUFTS MEDICAL CENTER GROUP RETURN
EIN:
27-0440772

Name Address EIN Name control
NEW ENGLAND QUALITY CARE ALLIANCE INC 800 WASHINGTON STREET BOX 468
BOSTON,
MA
021111533
04-3040427
NEWE
NEW ENGLAND LONG-TERM CARE INC 800 WASHINGTON STREET BOX 468
BOSTON,
MA
021111533
04-2912578
NEWE
TUFTS MEDICAL CENTER REAL ESTATE COMPANY INC 800 WASHINGTON STREET BOX 468
BOSTON,
MA
021111533
04-2772654
TUFT
TUFTS MEDICAL CENTER INC 800 WASHINGTON STREET BOX 468
BOSTON,
MA
021111533
04-3400617
TUFT
TUFTS MEDICAL CENTER COMMUNITY CARE INC 800 WASHINGTON STREET BOX 468
BOSTON,
MA
021111533
47-3046563
TUFT
NEQCA ACCOUNTABLE CARE INC 800 WASHINGTON STREET BOX 468
BOSTON,
MA
021111533
80-0824142
NEQC