Form 990 for tax year 2023
Filed by BETH ISRAEL DEACONESS DEPARTMENT OFORTHOPAEDIC SURGERY FOUNDATION INC.
Totals
- Total revenue
- $52,224
- Total expenses
- $4,062
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $52,224
- Other revenue
- $0
- Total assets, end of year
- $1,215,574
- Total liabilities, end of year
- $4,013
- Net assets or fund balances, end of year
- $1,211,561
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $4,062
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
3 · Investment income
total $52,224 · excluded $52,224
Functional expenses
Part IX, the statement of functional expenses.
-
13 · Office expenses
total $4,008 · management and general $4,008
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24a · Other expenses: STATE TAX FILING FEE
total $54 · management and general $54
Balance sheet
Part X, book values.
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1 · Cash, non-interest-bearing
beginning of year $1,167,358 · end of year $0
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2 · Savings and temporary cash investments
beginning of year $0 · end of year $1,215,574
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15 · Other assets
beginning of year $0 · end of year $0
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25 · Other liabilities
beginning of year $3,959 · end of year $4,013
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27 · Net assets without donor restrictions
beginning of year $1,163,399 · end of year $1,211,561
Mission and programs · 2023
Mission
THE MISSION OF THE BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPEDIC SURGERY FOUNDATION, INC. (THE FOUNDATION) IS TO SUPPORT THE PATIENT CARE, RESEARCH, AND TEACHING MISSIONS OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AS WELL AS TO SUPPORT TEACHING AND RESEARCH AT THE PRESIDENT AND FELLOWS AT HARVARD COLLEGE/HARVARD MEDICAL SCHOOL (HMS).
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THE FOUNDATION USES ITS FUNDS TO SUPPORT MEDICAL RESEARCH, PROVIDE INSTRUCTION, AND PARTICIPATE IN ACTIVITIES DESIGNED TO IMPROVE THE GENERAL PUBLIC HEALTH OF PATIENTS SERVED BY BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND THEIR AFFILIATES. THE FOUNDATION USES ITS FUNDS TO SUPPORT PHYSICIANS' WORK IN THE ORTHOPEDIC SURGERY DEPARTMENTS AT BIDMC AND HMFP AND TO STRENGTHEN THE DEPARTMENT BY SUPPORTING THE EDUCATIONAL REQUIREMENTS OF THE DEPARTMENTS AND PHYSICIANS WORLDWIDE BY PROVIDING TRAINING SEMINARS AND OTHER CLASSES. THE FOUNDATION ALSO USES ITS FUNDS TO SUPPORT EXPENSES INCURRED BY ITS AFFILIATED ENTITIES WHICH BENEFIT THE PHYSICIANS AND OTHER PERSONNEL WHO ARE ENGAGED IN ACTIVITY RELATED TO THE ORTHOPEDIC SURGERY FIELD. ALL ACTIVITIES THAT THE FOUNDATION PARTICIPATES IN ARE FOCUSED ON MEDICAL PROCEDURES, RESEARCH, AND OTHER ACTIVITIES THAT ARE INSPIRED TO ENHANCE METHODS UTILIZED IN THE ORTHOPEDIC SURGERY FIELD.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ROZENTAL MD TAMARA
DIRECTOR; ORTHOPAEDIC SURGEON
- Total calculated
- $1,273,449
- From this org
- $0
- From related orgs
- $1,165,716
- Other
- $107,733
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $793,001 related
- Bonus
- $0 + $362,485 related
- Other
- $0 + $10,230 related
- Deferred
- $0 + $66,000 related
- Nontaxable benefits
- $0 + $41,733 related
- Filer's total
- $0 + $1,273,449 related
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KIMBALL MD MPH ALEXA B
DIRECTOR (EX-OFFICIO) (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
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RODRIGUEZ MD EDWARD KENNETH
DIR (EXO)&PRES; ORTHO SURG CHIEF/CHR
- 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
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RAMAPPA MD ARUN
DIRECTOR; ORTHOPAEDIC SURGEON
- Total calculated
- $990,808
- From this org
- $0
- From related orgs
- $873,535
- Other
- $117,273
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $557,844 related
- Bonus
- $0 + $284,362 related
- Other
- $0 + $31,329 related
- Deferred
- $0 + $66,000 related
- Nontaxable benefits
- $0 + $51,273 related
- Filer's total
- $0 + $990,808 related
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NAZARIAN PHD ARA
DIR;VC RES AFF & DIR MSK TRANSL INOV
- Total calculated
- $279,005
- From this org
- $0
- From related orgs
- $195,798
- Other
- $83,207
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $190,242 related
- Bonus
- $0
- Other
- $0 + $5,556 related
- Deferred
- $0 + $41,500 related
- Nontaxable benefits
- $0 + $41,707 related
- Filer's total
- $0 + $279,005 related
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GEBHARDT MD MARK C
DIRECTOR; ORTHOPAEDIC SURGEON
- Total calculated
- $259,788
- From this org
- $0
- From related orgs
- $200,064
- Other
- $59,724
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $193,699 related
- Bonus
- $0
- Other
- $0 + $6,365 related
- Deferred
- $0 + $30,963 related
- Nontaxable benefits
- $0 + $28,761 related
- Filer's total
- $0 + $259,788 related
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AGNEW MEGHAN
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
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PATTON MS GEOFFREY
TREAS & CHIEF ADMINISTRATIVE OFFICER
- Total calculated
- $257,251
- From this org
- $0
- From related orgs
- $192,166
- Other
- $65,085
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $162,861 related
- Bonus
- $0 + $24,746 related
- Other
- $0 + $4,559 related
- Deferred
- $0 + $35,412 related
- Nontaxable benefits
- $0 + $29,673 related
- Filer's total
- $0 + $257,251 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
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- AS NOTED THROUGHOUT BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC.'S FORM 990, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) SERVES AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, 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. ADDITIONAL EXPLANATORY NOTES (CONTINUED): 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. GEBHARDT, M.D., MARK C. - DIRECTOR; ORTHOPAEDIC SURGEON - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. - FORMER DIRECTOR (EX-OFFICIO); ORTHOPAEDIC SURGEON; FORMER BIDMC CHIEF OF ORTHOPAEDIC SURGERY AND HMFP CHAIR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 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 NEONATOLOGY FOUNDATION, 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. NAZARIAN, PH.D., ARA - DIRECTOR; VICE CHAIR OF RESEARCH AFFAIRS AND THE DIRECTOR OF THE MUSCULOSKELETAL TRANSLATIONAL INNOVATION INITIATIVE AT THE CARL J. SHAPIRO DEPARTMENT OF ORTHOPAEDIC SURGERY AT BIDMC - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPEDIC SURGERY FOUNDATION, INC. PATTON, MS GEOFFREY - TREASURY AND CHIEF ADMINISTRATIVE OFFICER - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPEDIC SURGERY FOUNDATION, INC. RAMAPPA, M.D., ARUN - DIRECTOR; ORTHOPEDIC SURGEON-BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPEDIC SURGERY FOUNDATION, INC. 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. ROZENTAL, M.D., TAMARA - DIRECTOR; ORTHOPEDIC SURGEON - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC.
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.
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501(C)(3) · PROFESSIONAL SERVICES & FINANCIAL SUPPORT · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
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501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
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ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
501(C)(3) · TO PROVIDE EMERGENCY MEDICAL SERVICES · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE
501(C)(3) · SCIENTIFIC & MEDICAL RESEARCH · MA
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BETH ISRAEL ANAESTHESIA FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL COMMUNITY FOUNDATION INC
501(C)(3) · INACTIVE CORPORATION · MA
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BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS HOSPITAL MILTON INC
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
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BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
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BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
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BETH ISRAEL DEACONESS MEDICAL CENTER INC
501(C)(3) · THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
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BETH ISRAEL DERMATOLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL LAHEY HEALTH PHARMACY INC
501(C)(3) · TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER INC
-
BETH ISRAEL LAHEY HEALTH PRIMARY CARE
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
501(C)(3) · MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES · MA
-
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
501(C)(3) · OUTPATIENT AMBULATORY CENTER - INACTIVE · MA
-
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
BID-MILTON PHYSICIAN ASSOCIATES INC
501(C)(3) · PROMOTE HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS HOSPITAL - MILTON
-
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
CAB HEALTH AND RECOVERY SERVICES INC
501(C)(3) · SUBSTANCE ABUSE - INACTIVE · MA · controlled entity
Directly controlled by NORTHEAST BEHAVIORAL HEALTH CORPORATION
-
501(C)(3) · TO IMPROVE PATIENT SAFETY AND HEALTH CARE QUALITY · MA · controlled entity
Directly controlled by BETH ISRAEL ANAESTHESIA FOUNDATION INC
-
COMMUNITY PHYSICIANS ASSOCIATES INC
501(C)(3) · OUTPATIENT AND PRIMARY CARE SERVICES · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS HOSPITAL - MILTON
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CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
501(C)(3) · PHYSICIAN PRACTICES · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
CPHCH INC DBA BILH AT HOME - WATERTOWN
501(C)(3) · HOME CARE & HOSPICE - INACTIVE · MA · controlled entity
Directly controlled by NORTHEAST SENIOR HEALTH CORPORATION
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EXETER HEALTH RESOURCES SELF-INSURANCE TRUST
501(C)(3) · SELF-INSURANCE TRUST · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
501(C)(3) · SUPPORT COMMUNITY HEALTH & NETWORK MGMT SVCS · NH · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
501(C)(25) · REAL ESTATE HOLDING COMPANY · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
501(C)(3) · GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER INC
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HEALTH AND EDUCATION HOUSING SERVICES INC
501(C)(3) · HUD HOUSING - INACTIVE · MA · controlled entity
Directly controlled by NORTHEAST BEHAVIORAL HEALTH CORPORATION
-
JORDAN PHYSICIAN ASSOCIATES INC
501(C)(3) · OUTPATIENT AND PRIMARY CARE SERVICES · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC
-
501(C)(3) · PREVENTION, TREATMENT, AND CURE OF DIABETES · MA · controlled entity
Directly controlled by JOSLIN DIABETES CENTER INC
-
501(C)(3) · PREVENTION, TREATMENT, AND CURE OF DIABETES · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
LAHEY CLINIC CANADIAN FOUNDATION
FUNDRAISING ORG · CA
-
501(C)(3) · FINANCIAL & OPERATIONAL SUPPORT TO LCI AND LCH · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
LAHEY CLINIC HOSPITAL INC DBA LAHEY HOSPITAL & MEDICAL CENTER AND LMC
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY CLINIC FOUNDATION INC
-
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY CLINIC FOUNDATION INC
-
LAHEY HEALTH SHARED SERVICES INC
501(C)(3) · ADMIN · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
MED CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE
501(C)(3) · OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH PRIMARY CARE
-
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
MOUNT AUBURN PROFESSIONAL SERVICES INC
501(C)(3) · OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES · MA · controlled entity
Directly controlled by MOUNT AUBURN HOSPITAL
-
501(C)(3) · ORTHOPEDIC SPECIALTY HOSPITAL · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
501(C)(3) · OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH · MA · controlled entity
Directly controlled by NEW ENGLAND BAPTIST HOSPITAL
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NORTHEAST BEHAVIORAL HEALTH CORP DBA BILH BEHAVIORAL HEALTH SERVICES
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
501(C)(3) · FINANCIAL & OPERATIONAL SUPPORT · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
NORTHEAST HOSPITAL CORPORATION
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
NORTHEAST MEDICAL PRACTICE INC
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by NORTHEAST HOSPITAL CORPORATION
-
NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA BILH AT HOME
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by NORTHEAST SENIOR HEALTH CORPORATION
-
NORTHEAST SENIOR HEALTH CORPORATION
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE
501(C)(3) · HOME CARE & HOSPICE · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
SEACOAST AFFILIATED GROUP PRACTICE INC
501(C)(3) · PHYSICIAN GROUP · MA · controlled entity
Directly controlled by ANNA JAQUES HOSPITAL INC
-
SEACOAST NURSING AND REHABILITATION CENTER INC
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
501(C)(3) · PROMOTE HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER INC
-
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
501(C)(3) · ACO - INACTIVE · MA · controlled entity
Directly controlled by WINCHESTER HEALTHCARE MANAGEMENT INC
-
WINCHESTER HEALTHCARE MANAGEMENT INC
501(C)(3) · MANAGEMENT · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
WINCHESTER HOSPITAL FOUNDATION INC
501(C)(3) · PROFESSIONAL SERVICES & FINANCIAL SUPPORT · MA · controlled entity
Directly controlled by WINCHESTER HEALTHCARE MANAGEMENT INC
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
-
COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC · MA
-
COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH · MA
-
BILH INVESTMENT PARTNERSHIP LLP
INVESTMENT PARTNERSHIP · MA
-
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
-
C · TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS · DE
-
LAHEY CLINIC INSURANCE CO LTD
C · INSURANCE · BD
-
LEDGEWOOD HEALTH CARE CORPORATION
C · NURSING HOME · MA
-
C · MEDICAL SERVICES · MA
-
WINCHESTER HEALTHCARE ENTERPRISES INC
C · MANAGEMENT SERVICES · MA
-
WINCHESTER PHYSICIAN ASSOCIATES INC
C · MANAGEMENT SERVICES · MA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202532279349302558
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