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← CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD

Form 990 for tax year 2022

Filed by CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD.

Totals

Total revenue
$631,964
Total expenses
$522,173
Contributions and grants received
$2,000
Grants paid
$172,814
Program service revenue
$523,979
Investment income
$105,985
Other revenue
$0
Total assets, end of year
$5,019,537
Total liabilities, end of year
$42,274
Net assets or fund balances, end of year
$4,977,263
Program services expenses (Part IX)
$431,827
Management and general expenses
$90,346
Fundraising expenses
$0
Program service expenses (Part III)
$431,827

Program services were 82.7% 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.

  • 1f · All other contributions, gifts and grants

    $2,000

  • 2a · Program service revenue: EDUCATION PROGRAMS

    total $523,979 · related or exempt $523,979

  • 3 · Investment income

    total $15,640 · unrelated business $10,487 · excluded $5,153

  • 7a · Gross sales of assets other than inventory

    securities $90,345

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

    securities $0

  • 7c · Gain or loss

    securities $90,345

  • 7d · Net gain or loss

    total $90,345 · unrelated business $5,277 · excluded $85,068

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $172,814 · program services $172,814

  • 11b · Fees: legal

    total $5,444 · management and general $5,444

  • 11c · Fees: accounting

    total $28,519 · program services $519 · management and general $28,000

  • 11f · Fees: investment management

    total $29,324 · management and general $29,324

  • 13 · Office expenses

    total $10,264 · program services $2,605 · management and general $7,659

  • 14 · Information technology

    total $10,671 · management and general $10,671

  • 19 · Conferences, conventions and meetings

    total $134,626 · program services $134,626

  • 22 · Depreciation, depletion and amortization

    total $7,610 · program services $3,263 · management and general $4,347

  • 24a · Other expenses: HONORARIUMS

    total $118,000 · program services $118,000

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $1,587 · management and general $1,587

  • 24e · All other expenses

    total $3,314 · management and general $3,314

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $647,087 · end of year $499,936

  • 4 · Accounts receivable

    beginning of year $23,173 · end of year $20,949

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,430 · end of year $1,810

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

    $225,450

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

    $209,995

  • 10c · Land, buildings and equipment, net

    beginning of year $23,065 · end of year $15,455

  • 12 · Investments: other securities

    beginning of year $3,764,806 · end of year $4,481,387

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,906 · end of year $42,274

  • 27 · Net assets without donor restrictions

    beginning of year $2,968,717 · end of year $3,367,498

  • 28 · Net assets with donor restrictions

    beginning of year $1,454,938 · end of year $1,609,765

Mission and programs · 2022

Mission

SEE SCHEDULE O

Activities or mission (Part I)

THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER ("SHAPIRO INSTITUTE OR "INSTITUTE") IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE PROVIDES INTELLECTUAL LEADERSHIP, STATE-OF-THE ART FACILITIES AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS AND FELLOWS. THE INSTITUTE SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL (HMS).

  • SIMULATION AND SKILLS CENTER ("CENTER") - THE CENTER PROVIDES OPPORTUNITIES FOR TRAINEES TO PRACTICE SKILLS FOR LAPAROSCOPIC AND OTHER SURGICAL PROCEDURES, TO ENGAGE IN TEAM-BASED LEARNING, AND TO ENHANCE COMMUNICATION SKILLS. THE CENTER INCORPORATES REALISTIC OPERATING AND INTENSIVE CARE/EMERGENCY ROOMS WHICH ALLOW FOR TEAM TRAINING AND DISCIPLINE-SPECIFIC EDUCATIONAL EXPERIENCES. THE CENTER'S RESOURCES INCLUDE A WIDE RANGE OF TASK TRAINERS AND SIMULATORS, VIDEOCONFERENCE FACILITIES AND DEDICATED FACULTY AND STAFF TO SUPPORT THE EDUCATION OF STUDENTS, TRAINEES, AND PRACTITIONERS IN ALL OF THE HEALTH CARE PROFESSIONS.

    Expenses $10,410 · Revenue $26,460

  • CONTINUING MEDICAL EDUCATION COURSE THE INSTITUTE HAS SPONSORED COURSES ON "MAXIMIZING YOUR TEACHING SKILLS: PRINCIPLES OF MEDICAL EDUCATION". THE COURSE CURRICULUM IS AN INTRODUCTION TO THE PRINCIPLES OF EFFECTIVE CLINICAL TEACHING FOR ADULT LEARNERS. THROUGH DIDACTIC AND INTERACTIVE SESSIONS, PARTICIPANTS LEARN MODELS OF CLINICAL INSTRUCTION AND HOW TO APPLY THESE EFFECTIVE TECHNIQUES TO THEIR OWN TEACHING OF RESIDENTS AND FELLOWS. THE COURSE ALSO PROVIDES AN EXPLORATION OF CRITICAL THINKING, REFLECTION, ASSESSMENT AND FEEDBACK.

    Expenses $125,063 · Revenue $425,319

  • THE INSTITUTE COLLABORATES WITH LM EDUCATION AND EXCHANGE LLC AND OTHER EDUCATIONAL ORGANIZATIONS, TO DEVELOP PROGRAMS AND INITIATIVES WHICH PROMOTE THE INTERNATIONAL EXCHANGE OF MEDICAL STUDENTS AND SHARING OF MUTUAL MEDICAL EDUCATION INTERESTS. THE TWO PARTIES JOINTLY PROMOTED EDUCATION TO MAKE A SIGNIFICANT CONTRIBUTION TO THE DEVELOPMENT AND PROGRESS OF HUMAN HEALTH IN CHINA, INCLUDING EDUCATIONAL PROGRAMS FOR CHINESE SENIOR HOSPITAL EXECUTIVES AND PHYSICIANS IN DIFFERENT SPECIALTIES.

    Expenses $4,452 · Revenue $12,000

  • THE SHAPIRO INSTITUTE HAS RUN SEVERAL EDUCATION RESEARCH PROGRAMS, INCLUDING CAREER ADVANCEMENT, FOUNDATIONS IN MEDICAL EDUCATION, THE INTERDISCIPLINARY TEACHING PROJECT, AND THE CRITICAL CARE WELLNESS EDUCATION PROGRAM. THE INSTITUTE ALSO PROVIDES SUPPORT FOR AN INDIVIDUAL TO CONDUCT MEDICAL EDUCATION RESEARCH, INDEPENDENT OF HIS OR HER OWN RESIDENCY ACTIVITIES, WHICH CAN ASSESS THE SUCCESS OF EDUCATIONAL INTERVENTIONS IN PROVIDING EFFECTIVE AND SAFE PATIENT CARE.

    Expenses $291,902 · Grants $172,814 · Revenue $60,200

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chaikof MD PhD Elliot L

    TTEE; BIDMC SURG CHF & HMFP SURG CHR

    Total calculated
    $1,320,856
    From this org
    $0
    From related orgs
    $1,206,160
    Other
    $114,696
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,148,768 related
    Bonus
    $0
    Other
    $0 + $57,392 related
    Deferred
    $0 + $60,650 related
    Nontaxable benefits
    $0 + $54,046 related
    Filer's total
    $0 + $1,320,856 related
  • Healy Peter

    TTEE (EXOFF)(CEO DESIGNATE) CO-CHAIR

    Total calculated
    $1,207,746
    From this org
    $0
    From related orgs
    $1,095,437
    Other
    $112,309
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $976,203 related
    Bonus
    $0
    Other
    $0 + $119,234 related
    Deferred
    $0 + $76,340 related
    Nontaxable benefits
    $0 + $35,969 related
    Filer's total
    $0 + $1,207,746 related
  • Zeidel MD Mark L

    TTEE; MED CHIEF, BIDMC/MED CHR, HMFP

    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
  • Stevenson MD PhD Mary Ann

    TTEE; CHIEF RADIAITON ONCOLOGY BIDMC

    Total calculated
    $928,936
    From this org
    $0
    From related orgs
    $856,916
    Other
    $72,020
    Hours/week
    1 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $810,540 related
    Bonus
    $0
    Other
    $0 + $46,376 related
    Deferred
    $0 + $57,188 related
    Nontaxable benefits
    $0 + $14,832 related
    Filer's total
    $0 + $928,936 related
  • Saffitz MD PhD Jeffrey E

    TTEE;BIDMC PATH CHF/HMFP PATH CHAIR

    Total calculated
    $803,754
    From this org
    $0
    From related orgs
    $730,364
    Other
    $73,390
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $674,082 related
    Bonus
    $0
    Other
    $0 + $56,282 related
    Deferred
    $0 + $38,184 related
    Nontaxable benefits
    $0 + $35,206 related
    Filer's total
    $0 + $803,754 related
  • Szabo MD PhD Hon Scd Gyongyi

    TTEE; BIDMC/BILH CHIEF ACADEMIC OFF

    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
  • Roberts MD David

    TTEE (EX-OFF) DEAN HMS & CO-CHAIR

    Total calculated
    $580,119
    From this org
    $17,000
    From related orgs
    $491,386
    Other
    $71,733
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $17,000 + $435,900 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $5,486 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $33,333 related
    Filer's total
    $17,000 + $563,119 related
  • Schwartzstein MD Richard M

    TTEE & EXEC DIR; VP ED, BIDMC; PHYS

    Total calculated
    $514,030
    From this org
    $16,900
    From related orgs
    $440,160
    Other
    $56,970
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $16,900 + $424,136 related
    Bonus
    $0
    Other
    $0 + $16,024 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $23,420 related
    Filer's total
    $16,900 + $497,130 related
  • Brenner-Gati MD Leona

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Dagi MD Teo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Desimone Thomas

    TTEE (EX-OFF); BIDMC BRD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Edelheit PhD Lewis S

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Fish MD Guy L

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Macdowell Virginia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rabkin MD Mitchell T

    TTEE (EX-OFF), CO-FNDR & DIST SCHOLR

    Total calculated
    $0
    Hours/week
    1
  • Sackey Joyce

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Wang Diana

    TREASURER & FINANCIAL ADMINISTRATOR

    Total calculated
    $101,926
    From this org
    $3,300
    From related orgs
    $91,473
    Other
    $7,153
    Hours/week
    1 + 55 related
  • Anastasio Kelly

    CLERK

    Total calculated
    $100,642
    From this org
    $2,000
    From related orgs
    $64,460
    Other
    $34,182
    Hours/week
    1 + 55 related
  • Graziano Lidia

    CLERK

    Total calculated
    $78,358
    From this org
    $1,400
    From related orgs
    $62,979
    Other
    $13,979
    Hours/week
    1 + 55 related
  • Hughes Carol A

    OPERATIONS DIRECTOR

    Total calculated
    $191,795
    From this org
    $30,550
    From related orgs
    $124,503
    Other
    $36,742
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $30,550 + $121,868 related
    Bonus
    $0
    Other
    $0 + $2,635 related
    Deferred
    $0 + $3,187 related
    Nontaxable benefits
    $0 + $33,555 related
    Filer's total
    $30,550 + $161,245 related
  • Hundert MD Edward

    FRMR TTEE (EX-OFF) AND FRMR CO-CHAIR

    Total calculated
    $505,798
    From this org
    $0
    From related orgs
    $436,464
    Other
    $69,334
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $433,827 related
    Bonus
    $0
    Other
    $0 + $2,637 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $30,934 related
    Filer's total
    $0 + $505,798 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)

PART I, LINE 3
AS NOTED IN THIS SCHEDULE J, THE EXECUTIVE DIRECTOR OF THE SHAPIRO INSTITUTE ALSO SERVES AS THE VICE PRESIDENT OF EDUCATION FOR BETH ISRAEL DEACONESS MEDICAL CENTER, THE CHIEF, DIVISION OF PULMONARY, CRITICAL CARE AND SLEEP MEDICINE FOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND HOLDS THE TITLE OF ELLEN AND MELVIN GORDON PROFESSOR OF MEDICAL EDUCATION AT HARVARD MEDICAL SCHOOL. HE IS COMPENSATED BY HMFP. 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. IN ADDITION, FROM TIME TO TIME THE SHAPIRO INSTITUTE WILL MAKE A COMPENSATORY PAYMENT DIRECTLY TO THE EXECUTIVE DIRECTOR. ANY SUCH PAYMENT IS MADE WITH FULL APPROVAL OF THE SHAPIRO BOARD OF TRUSTEES.
ADDITIONAL EXPLANATORY FOOTNOTES:
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: ANASTASIO, KELLY -CLERK - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL CHAIKOF, M.D., PH.D., ELLIOT L. UNLESS OTHERWISE NOTED BELOW, DR. CHAIKOF HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: - TRUSTEE (EX-OFFICIO); CHIEF (SURGERY) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & SURGERY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - JOHNSON & JOHNSON PROFESSOR OF SURGERY - HARVARD MEDICAL SCHOOL DR. CHAIKOF SERVED IN THE POSITIONS ABOVE DURING THE 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. 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. CHAIKOF'S POSITION AS CHIEF OF THE DEPARTMENT OF SURGERY AT BIDMC, CHAIR OF THE DEPARTMENT OF SURGERY AT HMFP AND JOHNSON & JOHNSON PROFESSOR OF SURGERY AT HARVARD MEDICAL SCHOOL. GRAZIANO, LIDIA -CLERK - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL HEALY, PETER UNLESS OTHERWISE NOTED BELOW, MR. HEALY HELD THE POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: - PRESIDENT & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) (PRESIDENT OF BIDMC) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) AND CO-CHAIR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. MR. HEALY SERVED IN THE POSITIONS ABOVE DURING THE 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 AND DEFERRED COMPENSATION FOR MR. HEALY INCLUDE COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $106,577. THIS AMOUNT INCLUDES A DISTRIBUTION FROM A NONQUALIFIED PLAN IN THE AMOUNT OF $135,796 AND UNREALIZED LOSSES IMPACTING HIS NONQUALIFIED BENEFIT IN THE AMOUNT OF $48,719 WHICH IS UNVESTED. DEFERRED COMPENSATION IN THE AMOUNT OF $69,020 INCLUDED IN THIS FILING FOR MR. HEALY RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2022, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. HUGHES, CAROL A. - OPERATIONS DIRECTOR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - OPERATIONS DIRECTOR, CENTER FOR EDUCATION, ACADEMIC AFFAIRS - BETH ISRAEL DEACONESS MEDICAL CENTER MS. HUGHES PERFORMS SERVICES FOR BOTH THE SHAPIRO INSTITUTE AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 56 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. HUNDERT, M.D., EDWARD -FORMER TRUSTEE (EX-OFFICIO) AND FORMER CO-CHAIR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL ROBERTS, M.D., DAVID - TRUSTEE (EX-OFFICIO) AND CO-CHAIR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - DEAN FOR EXTERNAL EDUCATION - HARVARD MEDICAL SCHOOL DR. ROBERTS WAS DESIGNATED TRUSTEE AND CO-CHAIR OF THE SHAPIRO INSTITUTE BY THE DEAN OF HARVARD MEDICAL SCHOOL. AS REQUIRED IN THIS 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. ROBERTS'S POSITION CHAIR OF THE HMFP DEPARTMENT OF EXTERNAL EDUCATION AND DEAN, HARVARD MEDICAL SCHOOL. SAFFITZ, M.D., PH.D., JEFFREY E - CHIEF OF PATHOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & CHAIR OF PATHOLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) & PRESIDENT - BIH PATHOLOGY FOUNDATION, INC. - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. SAFFITZ 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 BALANCE. SCHWARTZSTEIN, M.D., RICHARD M. - TRUSTEE (EX-OFFICIO) AND EXECUTIVE DIRECTOR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - VICE PRESIDENT OF EDUCATION- BETH ISRAEL DEACONESS MEDICAL CENTER - CHIEF, DIVISION OF PULMONARY, CRITICAL CARE AND SLEEP MEDICINE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER - ELLEN AND MELVIN GORDON PROFESSOR OF MEDICAL EDUCATION - HARVARD MEDICAL SCHOOL
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:
STEVENSON, M.D., PH.D., MARY AN - CHIEF OF RADIATION ONCOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER - CHAIR OF RADIATION ONCOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - 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 (EX-OFFICIO) - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION - DIRECTOR AND PRESIDENT (EX-OFFICIO) - RADIATION ONCOLOGY FOUNDATION - DIRECTOR (EX-OFFICIO), BOARD CHAIR, CLERK, & RADIATION ONCOLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. STEVENSON INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $16,400. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $4,100 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. SZABO, MD, PHD, HON SCD, GYONGY - 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. WANG, DIANA - TREASURER AND FINANCIAL ADMINISTRATOR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL MS. WANG PERFORMS SERVICES FOR BOTH THE SHAPIRO INSTITUTE AND DEVOTES, ON AVERAGE, A COMBINED 56 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202442279349301669

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