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← BAIM INSTITUTE FOR CLINICAL RESEARCH INC

Form 990 for tax year 2022

Filed by BAIM INSTITUTE FOR CLINICAL RESEARCH INC.

Totals

Total revenue
$13,536,792
Total expenses
$13,305,828
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$13,017,966
Investment income
$276,702
Other revenue
$242,124
Total assets, end of year
$26,425,573
Total liabilities, end of year
$10,880,043
Net assets or fund balances, end of year
$15,545,530
Program services expenses (Part IX)
$12,892,775
Management and general expenses
$413,053
Fundraising expenses
$0
Program service expenses (Part III)
$12,892,775

Program services were 96.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: CONTRACTS/CLIN. TRIALS

    total $13,017,966 · related or exempt $13,017,966

  • 3 · Investment income

    total $276,702 · excluded $276,702

  • 6a · Gross rents

    real property $242,124

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $242,124

  • 6d · Net rental income or loss

    total $242,124 · excluded $242,124

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $874,300 · program services $874,300

  • 7 · Other salaries and wages

    total $6,311,452 · program services $6,311,452

  • 8 · Pension plan contributions

    total $228,553 · program services $228,553

  • 9 · Other employee benefits

    total $433,410 · program services $433,410

  • 10 · Payroll taxes

    total $509,507 · program services $509,507

  • 11b · Fees: legal

    total $185,483 · management and general $185,483

  • 11c · Fees: accounting

    total $84,329 · management and general $84,329

  • 11g · Fees: other

    total $2,215,717 · program services $2,215,717

  • 13 · Office expenses

    total $5,749 · program services $5,749

  • 14 · Information technology

    total $977,636 · program services $977,636

  • 16 · Occupancy

    total $1,162,909 · program services $1,162,909

  • 19 · Conferences, conventions and meetings

    total $34,067 · program services $34,067

  • 22 · Depreciation, depletion and amortization

    total $47,950 · program services $47,950

  • 23 · Insurance

    total $143,241 · management and general $143,241

  • 24a · Other expenses: DATA PROCESSING EXPENSE

    total $76,950 · program services $76,950

  • 24b · Other expenses: RECRUITING

    total $14,575 · program services $14,575

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,408,070 · end of year $4,404,514

  • 2 · Savings and temporary cash investments

    beginning of year $51,576 · end of year $51,582

  • 4 · Accounts receivable

    beginning of year $1,257,786 · end of year $2,991,059

  • 9 · Prepaid expenses and deferred charges

    beginning of year $278,453 · end of year $367,850

  • 10a · Land, buildings and equipment: cost or other basis

    $2,508,838

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,347,703

  • 10c · Land, buildings and equipment, net

    beginning of year $108,512 · end of year $161,135

  • 11 · Investments: publicly traded securities

    beginning of year $5,779,126 · end of year $11,090,729

  • 15 · Other assets

    beginning of year $5,804,947 · end of year $7,358,704

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,297,656 · end of year $1,274,088

  • 19 · Deferred revenue

    beginning of year $4,111,305 · end of year $4,814,365

  • 25 · Other liabilities

    beginning of year $0 · end of year $4,791,590

  • 27 · Net assets without donor restrictions

    beginning of year $15,279,509 · end of year $15,545,530

Mission and programs · 2022

Mission

TO IMPROVE HEALTH AND QUALITY OF LIFE BY COLLABORATING WITH ACADEMIC AND INDUSTRY PARTNERS TO CONDUCT HIGH QUALITY CLINICAL RESEARCH IN A PROFESSIONALLY NURTURING AND WORLDCLASS ACADEMIC ENVIRONMENT.

Activities or mission (Part I)

TO ENGAGE IN AND FACILITATE SCIENTIFIC AND MEDICAL RESEARCH.

  • CLINICAL TRIAL SERVICES - DESIGN AND COORDINATE CLINICAL TRIALS, MANAGE THE CONDUCT OF THE TRIALS AND PERFORM ANALYSIS OF THE CLINICAL TRIAL RESULTS FOR ACADEMIC, PUBLISHING AND FDA SUBMISSION AND REVIEW PURPOSES.

    Expenses $11,679,628 · Revenue $13,017,966

  • ACADEMIC SUPPORT - BAIM PROVIDES FINANCIAL SUPPORT FOR RESEARCHERS ASSOCIATED WITH VARIOUS ORGANIZATIONS, INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, WHICH ALSO SERVES AS ONE OF BAIM'S MEMBERS, BRIGHAM AND WOMEN'S HOSPITAL, MASSACHUSETTS GENERAL HOSPITAL, AND BOSTON UNIVERSITY, FOR DESIGNING AND CONDUCTING CLINICAL RESEARCH AND FOR TRAINING AND ACADEMIC ACTIVITIES.

    Expenses $1,213,147

As filed on the 2022 return.

Listed in Part VII

  • Gibson MD Michael

    TRUSTEE (EX-OFFICIO), PRESIDENT

    Total calculated
    $1,059,240
    From this org
    $450,000
    From related orgs
    $526,249
    Other
    $82,991
    Hours/week
    30 + 25 related

    Schedule J breakdown matched by us

    Base
    $450,000 + $514,576 related
    Bonus
    $0
    Other
    $0 + $11,673 related
    Deferred
    $3,050 + $33,550 related
    Nontaxable benefits
    $0 + $46,391 related
    Filer's total
    $453,050 + $606,190 related

  • Zeidel MD Mark L

    TTEE EXOFF;BIDMC MEDCHF/HMFP MED CHR

    Total calculated
    $962,020
    From this org
    $0
    From related orgs
    $877,790
    Other
    $84,230
    Hours/week
    1 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $844,666 related
    Bonus
    $0
    Other
    $0 + $33,124 related
    Deferred
    $0 + $49,424 related
    Nontaxable benefits
    $0 + $34,806 related
    Filer's total
    $0 + $962,020 related

  • Szabo MD PhD Hon Scd Gyongyi

    TTEE (EX-OFF); (CAO, BIDMC & BILH)

    Total calculated
    $782,106
    From this org
    $0
    From related orgs
    $700,229
    Other
    $81,877
    Hours/week
    1 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $676,058 related
    Bonus
    $0
    Other
    $0 + $24,171 related
    Deferred
    $0 + $57,188 related
    Nontaxable benefits
    $0 + $24,689 related
    Filer's total
    $0 + $782,106 related

  • Gerszten MD Robert

    TTEE (EXOFF)(CHIEF,BIDMC CARDIO MED)

    Total calculated
    $688,525
    From this org
    $0
    From related orgs
    $649,383
    Other
    $39,142
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $637,115 related
    Bonus
    $0
    Other
    $0 + $12,268 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $5,592 related
    Filer's total
    $0 + $688,525 related

  • Freedman MD Steven

    TTEE, CHAIR; GASTRO, BIDMC

    Total calculated
    $594,537
    From this org
    $0
    From related orgs
    $533,136
    Other
    $61,401
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,210 related
    Bonus
    $0 + $21,631 related
    Other
    $0 + $10,295 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $27,851 related
    Filer's total
    $0 + $594,537 related

  • Agnew Meghan

    TTEE (EX OFFICIO) & TREAS; CFO, HFMP

    Total calculated
    $500,890
    From this org
    $0
    From related orgs
    $422,594
    Other
    $78,296
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,966 related
    Bonus
    $0 + $55,845 related
    Other
    $0 + $5,783 related
    Deferred
    $0 + $36,600 related
    Nontaxable benefits
    $0 + $41,696 related
    Filer's total
    $0 + $500,890 related

  • Merski Cara

    TTEE (EXOFF);BILH DEP COMPLIANCE OFF

    Total calculated
    $309,419
    From this org
    $0
    From related orgs
    $272,364
    Other
    $37,055
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,679 related
    Bonus
    $0 + $2,519 related
    Other
    $0 + $1,166 related
    Deferred
    $0 + $5,849 related
    Nontaxable benefits
    $0 + $31,206 related
    Filer's total
    $0 + $309,419 related

  • Armstrong Esq Emily

    CLERK (EXOFF) (AVP,ASST DEP GC,BILH)

    Total calculated
    $305,223
    From this org
    $0
    From related orgs
    $268,218
    Other
    $37,005
    Hours/week
    1 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,171 related
    Bonus
    $0
    Other
    $0 + $24,047 related
    Deferred
    $0 + $7,915 related
    Nontaxable benefits
    $0 + $29,090 related
    Filer's total
    $0 + $305,223 related

  • Fritz Sue

    SR DIRECTOR, FINANCE

    Total calculated
    $216,939
    From this org
    $197,208
    From related orgs
    $0
    Other
    $19,731
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $195,704
    Bonus
    $254
    Other
    $1,250
    Deferred
    $6,648
    Nontaxable benefits
    $13,083
    Filer's total
    $216,939

  • Chen Xiaohua

    DIRECTOR OF BIOSTATS

    Total calculated
    $236,152
    From this org
    $227,092
    From related orgs
    $0
    Other
    $9,060
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $226,320
    Bonus
    $256
    Other
    $516
    Deferred
    $9,060
    Nontaxable benefits
    $0
    Filer's total
    $236,152

  • Pecjo Brian

    DIRECTOR, INFORMATION TECHNOLOGY

    Total calculated
    $181,817
    From this org
    $175,041
    From related orgs
    $0
    Other
    $6,776
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $174,575
    Bonus
    $254
    Other
    $212
    Deferred
    $6,776
    Nontaxable benefits
    $0
    Filer's total
    $181,817

  • Thum Claudia

    DIRECTOR, PROJECT MANAGEMENT

    Total calculated
    $175,917
    From this org
    $151,282
    From related orgs
    $0
    Other
    $24,635
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $150,848
    Bonus
    $254
    Other
    $180
    Deferred
    $6,215
    Nontaxable benefits
    $18,420
    Filer's total
    $175,917

  • Ivanova Alla

    DIRECTOR, DATA MANAGEMENT

    Total calculated
    $168,050
    From this org
    $135,278
    From related orgs
    $0
    Other
    $32,772
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $134,731
    Bonus
    $271
    Other
    $276
    Deferred
    $5,431
    Nontaxable benefits
    $27,341
    Filer's total
    $168,050

  • Trontchinski Vadim

    SENIOR TECHNICAL ARCHITECT

    Total calculated
    $163,074
    From this org
    $134,617
    From related orgs
    $0
    Other
    $28,457
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $133,728
    Bonus
    $271
    Other
    $618
    Deferred
    $5,624
    Nontaxable benefits
    $22,833
    Filer's total
    $163,074

  • Ammu Sonia T

    DIRECTOR, CLINICAL OPERATIONS

    Total calculated
    $147,900
    From this org
    $141,741
    From related orgs
    $0
    Other
    $6,159
    Hours/week
    55

  • Popma Alexandra

    FORMER CHIEF OPERATING OFFICER

    Total calculated
    $285,717
    From this org
    $156,301
    From related orgs
    $98,307
    Other
    $31,109
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $156,301 + $70,405 related
    Bonus
    $0
    Other
    $0 + $27,902 related
    Deferred
    $7,903
    Nontaxable benefits
    $0 + $23,206 related
    Filer's total
    $164,204 + $121,513 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

ADDITIONAL EXPLANATORY NOTES:
DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023 IS CALENDAR YEAR 2022 COMPENSATION. COMPENSATION SOURCES: COMPENSATION REPORTED FOR INDIVIDUALS MAY INCLUDE COMPENSATION PAID BY THE REPORTING ENTITY, AN AFFILIATE OF THE REPORTING ENTITY AND IN SOME CASES UNRELATED ENTITIES AS REQUIRED BY FORM 990. REPORTABLE COMPENSATION: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION: OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: ORDINARY WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, AMOUNTS FROM ONE OR MORE OF THE FOLLOWING NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. AGNEW, MEGHAN UNLESS OTHERWISE NOTED BELOW, MS. AGNEW HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: - CHIEF FINANCIAL OFFICER AND TREASURER - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF FINANCIAL OFFICER, TREASURER & CLERK - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE (EX-OFFICIO) AND TREASURER - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - CLERK - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION - CLERK - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - TREASURER AND SECRETARY - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION - CO-CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION, INC. - DIRECTOR - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION, INC. - CO-CLERK - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. - DIRECTOR & CO-CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION DIRECTOR & CO-CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - CO-CLERK BIH RADIOLOGIC FOUNDATION, INC. - CO-CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. AS REQUIRED IN THE FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AMMU, SONIA T. - DIRECTOR, CLINICAL OPERATIONS BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. ARMSTRONG, ESQ., EMILY - ASSISTANT VICE PRESIDENT AND ASSISTANT DEPUTY GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - JOSLIN CLINIC, INC. - ASSISTANT CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - ASSISTANT CLERK (EX-OFFICIO) (HOSPITAL ATTORNEY) - THE JORDAN HEALTH SYSTEMS, INC. - ASSISTANT CLERK (EX-OFFICIO) (HOSPITAL ATTORNEY) - JORDAN PHYSICIAN ASSOCIATES, INC. - CLERK (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM ENDED MARCH 30, 2023 - CLERK (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM ENDED MARCH 30, 2023 UNLESS OTHERWISE NOTED, MS. ARMSTRONG SERVED IN THE POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES A PAYMENT FOR PTO CASHED OUT IN THE AMOUNT OF $23,808. CHEN, XIAOHUA - DIRECTOR OF BIOSTATS BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. FREEDMAN, M.D., STEVEN - TRUSTEE, CHAIR/ GASTROENTEROLOGIST, BIDMC BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. FRITZ, SUE - SR. DIRECTOR, FINANCE BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. GERSZTEN, M.D., ROBERT - TRUSTEE (EX-OFFICIO) (CHIEF, BIDMC DIVISION OF CARDIOVASCULAR MEDICINE) BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. GIBSON, M.D., MICHAEL - TRUSTEE (EX-OFFICIO) AND PRESIDENT - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - STAFF MD/ATTENDING MD HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ALTHOUGH MR. GIBSON SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. IVANOVA, ALLA - DIRECTOR, DATA MANAGEMENT BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. MERSKI, CARA - TRUSTEE (EX-OFFICIO) (BILH DEPUTY COMPLIANCE OFFICER) BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. PECJO, BRIAN - DIRECTOR, INFORMATION TECHNOLOGY BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. POPMA, ALEXANDRA - FORMER CHIEF OPERATING OFFICER BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. SZABO, MD, PHD, HON SCD, GYONGYI - CHIEF ACADEMIC OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO), CHIEF ACADEMIC OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. SZABO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $16,266. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $4,234 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. THUM, CLAUDIA - SENIOR TECHNICAL ARCHITECT BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. TRONTCHINSKI, VADIM - SENIOR TECHNICAL ARCHITECT BAIM INSTITUTE FOR CLINICAL RESEARCH, INC.
ADDITIONAL EXPLANATORY NOTES (CONTINUED):
ZEIDEL, M.D., MARK L. UNLESS OTHERWISE NOTED BELOW, DR. ZEIDEL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: - TRUSTEE (EX-OFFICIO) AND CHIEF (MEDICINE) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) AND MEDICINE CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION - PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION - TRUSTEE (EX OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - TRUSTEE CARL J. SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD MEDICAL SCHOOL - HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. ZEIDEL SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2022 CALENDAR YEAR INCLUDES PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHIEF OF THE DEPARTMENT OF MEDICINE AT BIDMC, CHAIR OF THE DEPARTMENT OF MEDICINE AT HMFP AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC

    SURGERY CENTER · MA

  • BIDCO HOSPITAL LLC

    COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC · MA

  • BIDCO PHYSICIAN LLC

    COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH · MA

  • BILH INVESTMENT PARTNERSHIP LLP

    INVESTMENT PARTNERSHIP · MA

  • NEBSC HOSPITAL HOLDINGS LLC

    INVESTMENT PARTNERSHIP · MA

  • NEW ENGLAND BAPTIST SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · MA

  • PHYSICIANS PROFESSIONAL SERVICES LLP

    TO PROVIDE MEDICAL BILLING SERVICES · MA

  • SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC

    MRI SERVICES · MA

  • WINCHESTER HOSPITALSHIELDS MRI LLC

    MRI SERVICES · MA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC

    C · MANAGEMENT SERVICES · MA

  • HUNTINGFIELD CORPORATION

    C · TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS · DE

  • LAHEY CLINIC INSURANCE CO LTD

    C · INSURANCE · BD

  • LEDGEWOOD HEALTH CARE CORPORATION

    C · NURSING HOME · MA

  • NORTHEAST PROPRIETARY CORP

    C · MEDICAL SERVICES · MA

  • WINCHESTER HEALTHCARE ENTERPRISES INC

    C · MANAGEMENT SERVICES · MA

  • WINCHESTER PHYSICIAN ASSOCIATES INC

    C · MANAGEMENT SERVICES · MA

  • WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC

    C · INACTIVE · MA

Provenance

Return type
form_990
Tax year
2022
Filed
8 August 2024
IRS schema version
2022v5.0
Source object
202432279349301248

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