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← BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC

Form 990 for tax year 2023

Filed by BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC.

Totals

Total revenue
$103,817
Total expenses
$75,559
Contributions and grants received
$13,985
Grants paid
$12,000
Program service revenue
$0
Investment income
$89,832
Other revenue
$0
Total assets, end of year
$4,352,060
Total liabilities, end of year
$260,574
Net assets or fund balances, end of year
$4,091,486
Program services expenses (Part IX)
$13,185
Management and general expenses
$62,374
Fundraising expenses
$0
Program service expenses (Part III)
$13,185

Program services were 17.4% 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

    $13,985

  • 3 · Investment income

    total $31,826 · unrelated business $10,071 · excluded $21,755

  • 7a · Gross sales of assets other than inventory

    securities $58,006

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

    securities $0

  • 7c · Gain or loss

    securities $58,006

  • 7d · Net gain or loss

    total $58,006 · unrelated business $5,700 · excluded $52,306

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $12,000 · program services $12,000

  • 11f · Fees: investment management

    total $27,195 · management and general $27,195

  • 13 · Office expenses

    total $61 · management and general $61

  • 17 · Travel

    total $5,000 · management and general $5,000

  • 19 · Conferences, conventions and meetings

    total $1,185 · program services $1,185

  • 24a · Other expenses: SYMPOSIUM SPONSORSHIP

    total $12,000 · management and general $12,000

  • 24b · Other expenses: MAGAZINE PUBLICATION

    total $6,000 · management and general $6,000

  • 24c · Other expenses: MISC EXPENSES

    total $4,254 · management and general $4,254

  • 24d · Other expenses: OMNI PARKER DEPOSIT

    total $4,000 · management and general $4,000

  • 24e · All other expenses

    total $3,864 · management and general $3,864

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $149,942 · end of year $127,606

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,000 · end of year $5,000

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

    $106,569

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

    $106,569

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $3,589,440 · end of year $4,219,454

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,000

  • 25 · Other liabilities

    beginning of year $244,086 · end of year $260,574

  • 27 · Net assets without donor restrictions

    beginning of year $3,495,296 · end of year $4,091,486

Mission and programs · 2023

Mission

THE MISSION OF BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION (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).

Activities or mission (Part I)

TO SUPPORT MEDICAL RESEARCH, PROVIDE INSTRUCTION, AND IMPROVE PUBLIC HEALTH

  • 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) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP). THE FOUNDATION USES ITS FUNDS TO SUPPORT PHYSICIANS' WORK IN THE SURGERY DEPARTMENTS AT BIDMC AND HMFP AND TO STRENGTHEN THE DEPARTMENT BY SUPPORTING THE EDUCATIONAL REQUIREMENTS OF THE DEPARTMENT. 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 SURGERY FIELD.

    Expenses $13,185 · Grants $12,000

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

Listed in Part VII

  • Healy Peter

    DIR (EX-OFF) (PRES, BIDMC)

    Total calculated
    $1,682,157
    From this org
    $0
    From related orgs
    $1,597,609
    Other
    $84,548
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $979,920 related
    Bonus
    $0 + $439,243 related
    Other
    $0 + $178,446 related
    Deferred
    $0 + $46,650 related
    Nontaxable benefits
    $0 + $37,898 related
    Filer's total
    $0 + $1,682,157 related

  • Chaikof MD PhD Elliot L

    DIR(EXO)&PRES; SURGERY CHIEF/CHAIR

    Total calculated
    $1,334,704
    From this org
    $0
    From related orgs
    $1,217,542
    Other
    $117,162
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,157,902 related
    Bonus
    $0
    Other
    $0 + $59,640 related
    Deferred
    $0 + $62,470 related
    Nontaxable benefits
    $0 + $54,692 related
    Filer's total
    $0 + $1,334,704 related

  • 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

  • Lee MD Bernard T

    DIR; CHIEF PLASTIC/RECON SURG, BIDMC

    Total calculated
    $1,166,479
    From this org
    $0
    From related orgs
    $1,095,685
    Other
    $70,794
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,062,931 related
    Bonus
    $0
    Other
    $0 + $32,754 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $46,044 related
    Filer's total
    $0 + $1,166,479 related

  • Callery MD Mark

    DIR&TREAS (CHF DIV GEN SURG BIDMC)

    Total calculated
    $733,341
    From this org
    $0
    From related orgs
    $665,567
    Other
    $67,774
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,045 related
    Bonus
    $0
    Other
    $0 + $24,522 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $43,024 related
    Filer's total
    $0 + $733,341 related

  • Parente Melissa

    DIR; CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $141,999
    From this org
    $0
    From related orgs
    $123,991
    Other
    $18,008
    Hours/week
    1 + 55 related

  • 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

  • Jones CPA Cmpe Ronald

    FRMR EXEC DIR & CHIEF ADMIN OFFICER

    Total calculated
    $142,738
    From this org
    $0
    From related orgs
    $118,664
    Other
    $24,074
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $100,595 related
    Bonus
    $0
    Other
    $0 + $18,069 related
    Deferred
    $0 + $7,907 related
    Nontaxable benefits
    $0 + $16,167 related
    Filer's total
    $0 + $142,738 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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 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 4B
HMFP AND OTHER RELATED ENTITIES WHICH EMPLOY THE INDIVIDUALS LISTED IN THIS FORM 990 SCHEDULE J, COMPENSATION INFORMATION, MAINTAIN CERTAIN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE OF THESE INDIVIDUALS MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS, WHICH UNDER THE DEFINITION TO THIS FORM 990 ARE SUPPLEMENTAL NONQUALIFIED PLANS: BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN ADDITION, DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THESE ADDITIONAL IRC 457(B) PLANS AND BENEFITS FROM PARTICIPATING IN ONE OF THESE PLANS IS ALSO REPORTED IN THIS FORM 990: BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS AND DEFERRED BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. PETER HEALY RECEIVED A 457(F) PAYOUT AMOUNT OF $56,652 AND CASH IN LIEU OF EMPLOYER CONTRIBUTION TO SECTION 457(F) PLAN OF $86,280.
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. CALLERY, M.D., MARK - DIRECTOR & TREASURER (CHIEF, DIVISION OF GENERAL SURGERY, HMFP & BIDMC) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. MR. CALLERY'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $ 22,260. CHAIKOF, M.D., PHD, ELLIOT L. UNLESS OTHERWISE NOTED BELOW, DR. CHAIKOF HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: - 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, 2024. AS REQUIRED IN THIS 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. DR. CHAIKOF'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $ 31,816. AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2023 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. HEALY, PETER UNLESS OTHERWISE NOTED BELOW, MR. HEALY HELD THE POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: DIVISIONAL PRESIDENT, METRO BOSTON BETH ISRAEL LAHEY HEALTH, INC. TERM BEGAN DECEMBER 10, 2023 - PRESIDENT & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO- 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 DESIGNEE) 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. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) NEW ENGLAND BAPTIST HOSPITAL TERM BEGAN JANUARY 1, 2024 - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) MOUNT AUBURN HOSPITAL TERM BEGAN FEBRUARY 1, 2024 - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) JOSLIN DIABETES CENTER, INC. TERM BEGAN FEBRUARY 29, 2024 - TRUSTEE JOSLIN CLINIC, INC. TERM BEGAN FEBRUARY 29, 2024 MR. HEALY SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. AS REQUIRED IN THIS 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 FOR MR. HEALY INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $142,932. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. IN ADDITION, MR. HEALY'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $15,014 DEFERRED COMPENSATION IN THE AMOUNT OF $29,580 RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, WAS NOT FUNDED, WAS 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. JONES, CPA, CMPE, RONALD - FORMER EXECUTIVE DIRECTOR & CHIEF ADMINISTRATIVE OFFICER - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. OTHER REPORTABLE COMPENSATION FOR MR. JONES INCLUDES PAYMENTS FOR COMBINED PTO CASHED OUT IN THE AMOUNT OF $10,519 AND OTHER TAXABLE INSURANCE BENEFIT IN THE AMOUNTS OF $6,396.
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. LEE, M.D., BERNARD T. - CHIEF, PLASTIC AND RECONSTRUCTIVE SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PARENTE, MELISSA - DIRECTOR; CHIEF ADMINISTRATIVE OFFICER - BETH ISRAEL DEACONESS DEPARTMENT OF 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

Related organizations on this return

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

Taxable family on this return

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

Related partnerships

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

  • BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC

    SURGERY CENTER · MA

  • BIDCO HOSPITAL LLC

    COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC · MA

  • BIDCO PHYSICIAN LLC

    COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH · MA

  • BILH INVESTMENT PARTNERSHIP LLP

    EXCLUDED · INVESTMENT PARTNERSHIP · MA · 0.31% owned · share of income $214,604 · share of assets $3,904,194

    Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER

  • NEBSC HOSPITAL HOLDINGS LLC

    INVESTMENT PARTNERSHIP · MA

  • NEW ENGLAND BAPTIST SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · MA

  • PHYSICIANS PROFESSIONAL SERVICES LLP

    TO PROVIDE MEDICAL BILLING SERVICES · MA

  • SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC

    MRI SERVICES · MA

  • WINCHESTER HOSPITALSHIELDS MRI LLC

    MRI SERVICES · MA

Related corporations and trusts

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

  • GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC

    C · MANAGEMENT SERVICES · MA

  • HUNTINGFIELD CORPORATION

    C · TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS · DE

  • LAHEY CLINIC INSURANCE CO LTD

    C · INSURANCE · BD

  • LEDGEWOOD HEALTH CARE CORPORATION

    C · NURSING HOME · MA

  • NORTHEAST PROPRIETARY CORP

    C · MEDICAL SERVICES · MA

  • WINCHESTER HEALTHCARE ENTERPRISES INC

    C · MANAGEMENT SERVICES · MA

  • WINCHESTER PHYSICIAN ASSOCIATES INC

    C · MANAGEMENT SERVICES · MA

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202502279349302955

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