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← ASSOCIATED PHYSICIANS OF HARVARD FACULTY PHYSICIANS AT BETH ISREAL

Form 990 for tax year 2023

Filed by ASSOCIATED PHYSICIANS OF HARVARD FACULTY PHYSICIANS AT BETH ISREAL.

Totals

Total revenue
$257,967,983
Total expenses
$251,754,126
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$257,780,262
Investment income
$187,721
Other revenue
$0
Total assets, end of year
$84,596,130
Total liabilities, end of year
$58,767,740
Net assets or fund balances, end of year
$25,828,390
Program services expenses (Part IX)
$251,280,856
Management and general expenses
$473,270
Fundraising expenses
$0
Program service expenses (Part III)
$251,280,856

Program services were 99.8% 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: OTHER MEDICAL SERVICES

    total $130,091,562 · related or exempt $130,091,562

  • 2b · Program service revenue: PROGRAM SERVICE REVENU

    total $127,147,647 · related or exempt $127,147,647

  • 2c · Program service revenue: RESEARCH REVENUE

    total $539,394 · related or exempt $539,394

  • 2d · Program service revenue: TEACHING

    total $1,659 · related or exempt $1,659

  • 3 · Investment income

    total $65,756 · unrelated business $21,346 · excluded $44,410

  • 7a · Gross sales of assets other than inventory

    securities $121,965

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $121,965

  • 7d · Net gain or loss

    total $121,965 · unrelated business $12,047 · excluded $109,918

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $184,178,718 · program services $184,178,718

  • 8 · Pension plan contributions

    total $14,307,227 · program services $14,307,227

  • 9 · Other employee benefits

    total $11,104,636 · program services $11,104,636

  • 10 · Payroll taxes

    total $9,398,908 · program services $9,398,908

  • 11b · Fees: legal

    total $162,620 · management and general $162,620

  • 11d · Fees: lobbying

    total $7,532 · program services $7,532

  • 11f · Fees: investment management

    total $56,339 · management and general $56,339

  • 11g · Fees: other

    total $3,694,697 · program services $3,694,697

  • 13 · Office expenses

    total $254,311 · management and general $254,311

  • 14 · Information technology

    total $592,900 · program services $592,900

  • 16 · Occupancy

    total $856,994 · program services $856,994

  • 17 · Travel

    total $315,055 · program services $315,055

  • 19 · Conferences, conventions and meetings

    total $17,937 · program services $17,937

  • 22 · Depreciation, depletion and amortization

    total $168,032 · program services $168,032

  • 23 · Insurance

    total $3,971,700 · program services $3,971,700

  • 24a · Other expenses: BILLING FEES

    total $6,880,383 · program services $6,880,383

  • 24b · Other expenses: AFFILIATED SUPPORT

    total $6,428,344 · program services $6,428,344

  • 24c · Other expenses: MANAGEMENT FEES

    total $4,124,215 · program services $4,124,215

  • 24d · Other expenses: DEPT/DIVISIONAL EXPENSE

    total $1,278,807 · program services $1,278,807

  • 24e · All other expenses

    total $3,954,771 · program services $3,954,771

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$333,939 · end of year $5,150,244

  • 4 · Accounts receivable

    beginning of year $8,996,442 · end of year $13,537,622

  • 7 · Other notes and loans receivable

    beginning of year $17,303,646 · end of year $13,937,475

  • 9 · Prepaid expenses and deferred charges

    beginning of year $524,591 · end of year $238,473

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

    $1,594,360

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

    $597,366

  • 10c · Land, buildings and equipment, net

    beginning of year $450,291 · end of year $996,994

  • 12 · Investments: other securities

    beginning of year $7,547,054 · end of year $8,872,628

  • 15 · Other assets

    beginning of year $33,009,627 · end of year $41,862,694

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,665,118 · end of year $11,363,851

  • 19 · Deferred revenue

    beginning of year $2,083 · end of year $4,872,400

  • 25 · Other liabilities

    beginning of year $37,410,170 · end of year $42,531,489

  • 27 · Net assets without donor restrictions

    beginning of year $18,420,341 · end of year $25,828,390

Mission and programs · 2023

Mission

THE MISSION OF ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (APHMFP) IS TO PROVIDE WORLD CLASS CLINICAL CARE AND MEDICAL INSTRUCTION AND TO SUPPORT CUTTING EDGE MEDICAL RESEARCH. APHMFP SERVES PATIENTS IN THE COMMUNITY SETTING COMPASSIONATELY TO CREATE A HEALTHY FUTURE FOR THEM AND THEIR FAMILIES. THE PARTNERSHIP BETWEEN THE BETH ISRAEL DEACONESS MEDICAL CENTER, OTHER HOSPITALS WITHIN THE BETH ISRAEL LAHEY HEALTH SYSTEM (BILH) AND APHMFP ALLOWS PHYSICIANS TO JOINTLY CARRY OUT ITS MISSIONS OF TEACHING, RESEARCH AND EXTRAORDINARY CLINICAL CARE WITH A COMMITMENT TO ENSURING APHMFP HAS BEST PHYSICIANS, SCIENTISTS, AND ADVANCED PRACTITIONERS IN SUPPORT OF THESE ACTIVITIES. APHMFP COLLABORATES WITH COMMUNITY PARTNERS AND TOGETHER PROVIDES THE CLINICAL INTEGRATION THAT WILL BEST SERVE PATIENTS TO IMPROVE THE QUALITY OF CARE.

Activities or mission (Part I)

THE MISSION OF ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (APHMFP) IS TO SUPPORT MEDICAL RESEARCH, PROVIDE WORLD CLASS MEDICAL INSTRUCTION AND EXTRAORDINARY CLINICAL CARE TO IMPROVE THE GENERAL PUBLIC HEALTH OF PATIENTS SERVED BY THE BETH ISRAEL DEACONESS MEDICAL CENTER AND ITS AFFILIATED HOSPITALS AND PHYSICIAN PRACTICES IN THE COMMUNITY.

  • CLINICAL CAREAPHMFP LEVERAGES ITS SIZE TO SUPPORT A FULL RANGE OF CLINICAL AND MANAGEMENT SERVICES IN THE COMMUNITY SETTING. THESE SERVICES INCLUDE THE DEPLOYMENT OF SPECIALTY PHYSICIANS, COMPREHENSIVE RECRUITING AND RETENTION PROGRAMS WHEN ADDITIONAL PHYSICIANS ARE NEEDED IN THE COMMUNITY, CONTINUOUS QUALITY IMPROVEMENT, RISK MANAGEMENT, SPECIALTY-SPECIFIC INFORMATION SYSTEMS AND PATIENT SATISFACTION MEASURES TO ENHANCE CLINICAL INTEGRATION FOR THOSE PATIENTS SERVED IN THE COMMUNITY SETTING.SOME OF APHMFP'S KEY STATISTICS FOR FY2024 REGARDING PATIENT CARE ARE IDENTIFIED BELOW:EMERGENCY VISITS 219,033NEONATAL VISITS 10,293OUTPATIENT VISITS 42,008INPATIENT VISITS 141,335ANESTHESIA CASES 70,343SURGICAL CASES 14,279GASTROINTESTINAL PROCEDURES 5,503 RADIOLOGY EXAMS 254,612 SURGICAL PATHOLOGY EXAMS 36,293 THE APHMFP DEPARTMENT OF EMERGENCY MEDICINE (EMED) IS UNIQUELY QUALIFIED TO PROVIDE EMERGENCY SERVICES BASED ON A VARIETY OF STRENGTHS IN THE CLINICAL, ACADEMIC AND ADMINISTRATIVE SETTINGS. EMED IS A PROFESSIONAL GROUP OF BOARD PREPARED AND BOARD CERTIFIED EMERGENCY PHYSICIANS WITH A PRACTICE THAT INCLUDES TERTIARY CARE AT A HARVARD TEACHING HOSPITAL IN BOSTON (BETH ISRAEL DEACONESS MEDICAL CENTER) AS WELL AS COMMUNITY CARE AT HOSPITALS IN NEEDHAM (BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM), WORCESTER (ST. VINCENT HOSPITAL), MILTON (BETH ISRAEL DEACONESS HOSPITAL -- MILTON), PLYMOUTH (BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH), NEW BEDFORD (ST. LUKE'S HOSPITAL), SOUTHBRIDGE AND WEBSTER (UMASS MEMORIAL HEALTH HARRINGTON ) ALL IN MASSACHUSETTS. THE EMED TEAM OF PROVIDERS HAS NATIONALLY RENOWNED EXPERTS IN EDUCATION AND PRE-HOSPITAL CARE, AND IS VIEWED AS A LEADER IN THE COMMUNITY IN PATIENT ACCESS, SERVICE AND SATISFACTION. EMED ALSO PROVIDES CARE IN THE URGENT CARE SETTING IN DEDHAM, MASSACHUSETTS. APHFMP PROVIDES ACCESS TO MANY SPECIALTY CARE PROVIDERS FOR CONSULTATION IN MEDICINE SUB-SPECIALTIES, SURGERY, RADIATION ONCOLOGY, AS WELL AS NEONATOLOGY, OBSTETRICS/GYNECOLOGY AND NEUROLOGY AND THE PROVISION OF ANCILLARY SERVICES SUCH AS RADIOLOGY AND PATHOLOGY IN DIFFERENT LOCATIONS THROUGHOUT THE NETWORK OF AFFILIATED HOSPITALS. THE APHMFP DEPARTMENT OF MEDICINE PROVIDES HOSPITALIST CARE TO THE COMMUNITY UTILIZING CLINICAL GUIDELINES, EVIDENCE BASED PRACTICE, AND MEDICAL INFORMATICS TO STREAMLINE AND OPTIMIZE PATIENT CARE AND SATISFACTION AT NEEDHAM (BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM), MILTON (BETH ISRAEL DEACONESS HOSPITAL -- MILTON) AND PLYMOUTH (BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH). IN ADDITION, APHMFP ANESTHESIOLOGISTS ARE PROVIDING CARE TO PATIENTS AT MANY OF APHMFP'S AFFILIATED HOSPITALS ACROSS THE BETH ISRAEL LAHEY HEALTH NETWORK INCLUDING ANNA JACQUES HOSPITAL, MOUNT AUBURN HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL - MILTON, NEW ENGLAND BAPTIST HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH AND BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM. APHMFP ALSO PROVIDED NEONATOLOGY CARE AT NORTHEAST HOSPITAL CORP (BEVERLY HOSPITAL), BID-PLYMOUTH, ANNA JAQUES HOSPITAL. THE CLINICAL CARE PROVIDED IMPROVES THE HEALTH OF PATIENTS AND THE COMMUNITIES SERVED BY BETH ISRAEL LAHEY HEALTH AT BETH ISRAEL DEACONESS MEDICAL CENTER AND ITS AFFILIATED HOSPITALS.

    Expenses $48,004,187 · Revenue $50,495,367

  • RESEARCH AS PART OF ITS EXEMPT PURPOSE, APHMFP PERFORMS RESEARCH AND TEACHING IN THE AREA OF EMERGENCY MEDICINE IN CONJUNCTION WITH BIDMC, HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC (HMFP) AND ITS AFFILIATES. THE ORGANIZATION'S RESEARCH FOCUSES ON CLINICAL AND NON-CLINICAL ACTIVITIES RELATED TO THE EMERGENCY DEPARTMENT AND THE PROCESSES, POLICIES AND PROCEDURES REQUIRED WITHIN THE DEPARTMENT. AREAS OF FOCUS INCLUDE PATIENT SATISFACTION, CLINICAL GUIDELINES, NURSING AND PHYSICIAN WORKLOAD ANALYSIS, AND PATIENT THROUGHPUT ANALYSIS.

    Expenses $528,964 · Revenue $539,394

  • OBSTETRICS AND GYNECOLOGY IN PLYMOUTH THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO PROVIDE EXTRAORDINARY CLINICAL CARE AND IMPROVE THE HEALTH OF PATIENTS OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND OTHER AFFILIATED GROUPS IN THE COMMUNITY SETTING. IN ADDITION, THE ORGANIZATION PARTICIPATES IN ACTIVITIES DESIGNED TO IMPROVE THE GENERAL PUBLIC HEALTH AND PROVIDE FOR THE TREATMENT AND CARE OF INDIGENT PERSONS. THE ORGANIZATION MANAGES AND DELIVERS OBSTETRICS AND GYNECOLOGY SERVICES IN CONJUNCTION WITH BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH AND ITS COMMUNITY PHYSICIAN PRACTICE, JORDAN PHYSICIAN ASSOCIATES, INC.

    Expenses $202,747,705 · Revenue $206,745,501

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KIMBALL MD MPH ALEXA B

    DIR (EX-OFF) & PRES (HMFP CEO)

    Total calculated
    $1,199,659
    From this org
    $0
    From related orgs
    $1,089,830
    Other
    $109,829
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $834,826 related
    Bonus
    $0 + $218,275 related
    Other
    $0 + $36,729 related
    Deferred
    $0 + $61,875 related
    Nontaxable benefits
    $0 + $47,954 related
    Filer's total
    $0 + $1,199,659 related

  • RODRIGUEZ MD EDWARD KENNETH

    DIR; ORTHO SURG CHF BIDMC/CHR HMFP

    Total calculated
    $1,152,622
    From this org
    $0
    From related orgs
    $1,038,888
    Other
    $113,734
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,000,396 related
    Bonus
    $0
    Other
    $0 + $38,492 related
    Deferred
    $0 + $66,000 related
    Nontaxable benefits
    $0 + $47,734 related
    Filer's total
    $0 + $1,152,622 related

  • TALMOR MD MPH DANIEL

    DIR; ANESTHESIA CHF BIDMC/CHR HMFP

    Total calculated
    $1,006,796
    From this org
    $0
    From related orgs
    $904,678
    Other
    $102,118
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $834,880 related
    Bonus
    $0 + $3,920 related
    Other
    $0 + $65,878 related
    Deferred
    $0 + $61,876 related
    Nontaxable benefits
    $0 + $40,242 related
    Filer's total
    $0 + $1,006,796 related

  • STEVENSON MD PHD MARY ANN

    DIR; RAD ONC CHF BIDMC/CHR HMFP

    Total calculated
    $979,876
    From this org
    $0
    From related orgs
    $903,014
    Other
    $76,862
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $850,346 related
    Bonus
    $0
    Other
    $0 + $52,668 related
    Deferred
    $0 + $61,876 related
    Nontaxable benefits
    $0 + $14,986 related
    Filer's total
    $0 + $979,876 related

  • WOLFE MD RICHARD E

    DIR(EXO)&VP; EMED CHF BIDMC/CHR HMFP

    Total calculated
    $812,072
    From this org
    $0
    From related orgs
    $740,548
    Other
    $71,524
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $714,010 related
    Bonus
    $0
    Other
    $0 + $26,538 related
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $31,924 related
    Filer's total
    $0 + $812,072 related

  • MCDERMOTT ESQ SHAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AGNEW MEGHAN

    TREASURER & CLERK; CFO, HFMP

    Total calculated
    $518,759
    From this org
    $0
    From related orgs
    $429,654
    Other
    $89,105
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,753 related
    Bonus
    $0 + $56,962 related
    Other
    $0 + $5,939 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $42,905 related
    Filer's total
    $0 + $518,759 related

  • CALLIHAN NANETTE SMITH

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $395,335
    From this org
    $0
    From related orgs
    $325,896
    Other
    $69,439
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,066 related
    Bonus
    $0 + $41,792 related
    Other
    $0 + $30,038 related
    Deferred
    $0 + $52,240 related
    Nontaxable benefits
    $0 + $17,199 related
    Filer's total
    $0 + $395,335 related

  • BLOCH MD MATTHEW

    ANESTHESIOLOGIST

    Total calculated
    $852,199
    From this org
    $772,910
    From related orgs
    $0
    Other
    $79,289
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $709,812
    Bonus
    $34,418
    Other
    $28,680
    Deferred
    $33,000
    Nontaxable benefits
    $46,289
    Filer's total
    $852,199

  • ERDMAN MD JONATHAN

    ANESTHESIOLOGIST

    Total calculated
    $810,078
    From this org
    $760,435
    From related orgs
    $0
    Other
    $49,643
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $716,270
    Bonus
    $39,550
    Other
    $4,615
    Deferred
    $33,000
    Nontaxable benefits
    $16,643
    Filer's total
    $810,078

  • GEARY MD CHRISTOPHER B

    ORTHOPEDIC SURGEON

    Total calculated
    $772,933
    From this org
    $700,973
    From related orgs
    $0
    Other
    $71,960
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $616,757
    Bonus
    $77,622
    Other
    $6,594
    Deferred
    $33,000
    Nontaxable benefits
    $38,960
    Filer's total
    $772,933

  • MATEJKA MD JAN P

    ANESTHESIOLOGIST

    Total calculated
    $685,982
    From this org
    $607,286
    From related orgs
    $0
    Other
    $78,696
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $542,172
    Bonus
    $34,418
    Other
    $30,696
    Deferred
    $33,000
    Nontaxable benefits
    $45,696
    Filer's total
    $685,982

  • FEINSTEIN MD ALEXANDER

    DIAGNOSTIC RADIOLOGIST

    Total calculated
    $662,996
    From this org
    $581,277
    From related orgs
    $0
    Other
    $81,719
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $440,820
    Bonus
    $135,000
    Other
    $5,457
    Deferred
    $39,600
    Nontaxable benefits
    $42,119
    Filer's total
    $662,996

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
AS NOTED THROUGHOUT ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC, INC.'S FORM 990, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) SERVES AS THE SOLE MEMBER OF ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC, INC. IN THIS CAPACITY, THE HMFP COMPENSATION COMMITTEE SETS COMPENSATION FOR HMFP AND APHMFP EMPLOYEES. HMFP HAS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE HMFP BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONDUCTS THE PROCESS OF DETERMINING COMPENSATION OF ALL INDIVIDUALS EMPLOYED BY HMFP AND FOR SPECIFICALLY THE CHIEF EXECUTIVE OFFICER, CHIEFS/CHAIRS OF SERVICE AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMPENSATION COMMITTEE UTILIZES COMPARATIVE INDUSTRY DATA, OUTSIDE CONSULTANTS AND OTHER OUTSIDE MARKET DATA TO HELP DETERMINE COMPENSATION AND HMFP HAS FORMAL COMPENSATION POLICIES THAT ARE DOCUMENTED AND REVIEWED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE PRE-APPROVES COMPENSATION PLANS WHICH ARE DOCUMENTED IN A FORMALIZED MANNER BEFORE BEING PRESENTED TO EMPLOYEES. THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES AND THAT COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, NATIONAL DATA BENCHMARKING AND HARVARD MEDICAL SCHOOL GUIDELINES IN SETTING COMPENSATION. THE HMFP COMPENSATION COMMITTEE ALSO RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES THAT REGULARLY ASSESS COMPENSATION AND BENEFITS FOR CLINICAL CHIEFS OF SERVICE COMPARED WITH OTHER SIMILAR ORGANIZATIONS.
PART I, LINE 7
DURING THE 2023 CALENDAR YEAR THE FILING ORGANIZATION, AND/OR OTHER RELATED AFFILIATED ENTITIES WHICH EMPLOYED THE INDIVIDUALS REPORTED IN THIS FILING, MAINTAINED COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED BY THE APPLICABLE COMPENSATION COMMITTEE WHICH WAS FULLY STAFFED BY INDEPENDENT MEMBERS.
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, 2024 IS CALENDAR YEAR 2023 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, 2024: - 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 - CO-CLERK - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - 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. - CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. AS REQUIRED IN THE FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. CALLIHAN, NANETTE SMITH - CHIEF HUMAN RESOURCES OFFICER - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF HUMAN RESOURCES OFFICER - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. MS. SMITH CALLIHAN'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $ 11,088. KIMBALL, M.D., MPH., ALEXA B. UNLESS OTHERWISE NOTED BELOW, DR. KIMBALL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2024: - PRESIDENT & CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO), - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - PRESIDENT AND DIRECTOR (EX-OFFICIO)- ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO) (PRESIDENT & CHIEF EXECUTIVE OFFICER OF HMFP) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC.D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGYFOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION, INC. - DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BIH PATHOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BIH RADIOLOGIC FOUNDATION, INC. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 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 PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $12,729. RODRIGUEZ, M.D., EDWARD KENNETH - DIRECTOR (EX-OFFICIO) & ORTHOPAEDIC SURGERY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF ORTHOPEADIC SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. DR. RODRIGUEZ'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $14,034.
STEVENSON, M.D., PH.D., MARY ANN
- DIRECTOR (EX-OFFICIO), BOARD CHAIR, CLERK, & RADIATION ONCOLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF RADIATION ONCOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER - DIRECTOR - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - DIRECTOR AND PRESIDENT (EX-OFFICIO) - RADIATION ONCOLOGY FOUNDATION DR. STEVENSONS' OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $29,880. TALMOR, M.D., MPH, DANIEL - DIRECTOR (EX-OFFICIO) & ANESTHESIA CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF ANESTHESIA - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. - PROFESSOR OF ANESTHESIA - HARVARD MEDICAL SCHOOL OTHER REPORTABLE COMPENSATION FOR DR. TALMOR INCLUDES COMBINED PTO PAID OUT IN THE AMOUNT OF $52,670 AND PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $12,429. WOLFE, M.D., RICHARD E. - DIRECTOR (EX-OFFICIO) & EMERGENCY MEDICINE CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF EMERGENCY MEDICINE - BETH ISRAEL DEACONESS MEDICAL CENTER - DIRECTOR (EX-OFFICIO) & VICE PRESIDENT - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. DR. WOLFE'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF 25,338

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202522279349302952

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