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 LCHAIKOF 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 PeterHEALY 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 LZEIDEL 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 AnnSTEVENSON 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 ESAFFITZ 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 GyongyiSZABO 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 DavidROBERTS 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 MSCHWARTZSTEIN 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 LeonaBRENNER-GATI MD LEONA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dagi MD TeoDAGI MD TEO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Desimone ThomasDESIMONE THOMAS
TTEE (EX-OFF); BIDMC BRD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Edelheit PhD Lewis SEDELHEIT PHD LEWIS S
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Fish MD Guy LFISH MD GUY L
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Macdowell VirginiaMACDOWELL VIRGINIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rabkin MD Mitchell TRABKIN MD MITCHELL T
TTEE (EX-OFF), CO-FNDR & DIST SCHOLR
- Total calculated
- $0
- Hours/week
- 1
-
Sackey JoyceSACKEY JOYCE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Wang DianaWANG 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 KellyANASTASIO 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 LidiaGRAZIANO 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 AHUGHES 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 EdwardHUNDERT 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
-
BETH ISRAEL DEACONESS MEDICAL CENTER
$172,814
TO SUPPORT MEDICAL EDUCATION
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.
-
BETH ISRAEL DEACONESS MEDICAL CENTER
501(C)(3) · HOSPITAL · MA
-
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
501(C)(3) · HOSPITAL · MA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202442279349301669
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.