Form 990 for tax year 2023
Filed by BAIM INSTITUTE FOR CLINICAL RESEARCH INC.
Totals
- Total revenue
- $18,960,523
- Total expenses
- $13,924,148
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $13,584,360
- Management and general expenses
- $339,788
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $13,584,360
Program services were 97.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
SZABO MD PHD HON GYONGYI
TTEE (EX-OFF); (CAO, BIDMC & BILH)
- Total calculated
- $1,102,496
- From this org
- $0
- From related orgs
- $1,013,205
- Other
- $89,291
- Hours/week
- 1 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $674,974 related
- Bonus
- $0 + $301,430 related
- Other
- $0 + $36,801 related
- Deferred
- $0 + $61,875 related
- Nontaxable benefits
- $0 + $27,416 related
- Filer's total
- $0 + $1,102,496 related
-
GIBSON MD MICHAEL
TRUSTEE (EX-OFFICIO) & PRESIDENT
- Total calculated
- $1,030,292
- From this org
- $430,000
- From related orgs
- $514,762
- Other
- $85,530
- Hours/week
- 30 + 30 related
Schedule J breakdown matched by us
- Base
- $430,000 + $502,949 related
- Bonus
- $0
- Other
- $0 + $11,813 related
- Deferred
- $2,639 + $36,300 related
- Nontaxable benefits
- $0 + $46,591 related
- Filer's total
- $432,639 + $597,653 related
-
ZEIDEL MD MARK L
TTEE (EX-O)/CHAIR; (CHIEF MED BIDMC)
- Total calculated
- $979,372
- From this org
- $0
- From related orgs
- $892,032
- Other
- $87,340
- Hours/week
- 1 + 62 related
Schedule J breakdown matched by us
- Base
- $0 + $838,964 related
- Bonus
- $0
- Other
- $0 + $53,068 related
- Deferred
- $0 + $51,782 related
- Nontaxable benefits
- $0 + $35,558 related
- Filer's total
- $0 + $979,372 related
-
GERSZTEN MD ROBERT
TTEE (EXOFF)(CHIEF,BIDMC CARDIO MED)
- Total calculated
- $721,623
- From this org
- $0
- From related orgs
- $679,268
- Other
- $42,355
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $662,976 related
- Bonus
- $0
- Other
- $0 + $16,292 related
- Deferred
- $0 + $36,300 related
- Nontaxable benefits
- $0 + $6,055 related
- Filer's total
- $0 + $721,623 related
-
AGNEW MEGHAN
TTEE (EX OFFICIO) & TREAS; 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
-
MERSKI CARA
TTEE (EXOFF);BILH DEP COMPLIANCE OFF
- Total calculated
- $285,380
- From this org
- $0
- From related orgs
- $244,676
- Other
- $40,704
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $237,865 related
- Bonus
- $0
- Other
- $0 + $6,811 related
- Deferred
- $0 + $12,722 related
- Nontaxable benefits
- $0 + $27,982 related
- Filer's total
- $0 + $285,380 related
-
COLOZZO MEGHAN
TTEE (EXO) (DIR, COMPL & PRIV, BILH)
- Total calculated
- $201,528
- From this org
- $0
- From related orgs
- $187,183
- Other
- $14,345
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $181,239 related
- Bonus
- $0
- Other
- $0 + $5,944 related
- Deferred
- $0 + $961 related
- Nontaxable benefits
- $0 + $13,384 related
- Filer's total
- $0 + $201,528 related
-
ARMSTRONG ESQ EMILY
CLERK (EXO); DIV VP DEP GC BOS, BILH
- Total calculated
- $351,216
- From this org
- $0
- From related orgs
- $309,666
- Other
- $41,550
- Hours/week
- 1 + 61 related
Schedule J breakdown matched by us
- Base
- $0 + $250,852 related
- Bonus
- $0 + $52,448 related
- Other
- $0 + $6,366 related
- Deferred
- $0 + $11,084 related
- Nontaxable benefits
- $0 + $30,466 related
- Filer's total
- $0 + $351,216 related
-
FRITZ SUE
SR. DIRECTOR, FINANCE
- Total calculated
- $230,929
- From this org
- $208,738
- From related orgs
- $0
- Other
- $22,191
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $207,750
- Bonus
- $256
- Other
- $732
- Deferred
- $8,289
- Nontaxable benefits
- $13,902
- Filer's total
- $230,929
-
HALPRIN VICTORIA
DIRECTOR, FINANCE
- Total calculated
- $125,522
- From this org
- $117,652
- From related orgs
- $0
- Other
- $7,870
- Hours/week
- 55
-
FRIZZELL CHARLES
EVP, BUSINESS OPS (END 9/20/23)
- Total calculated
- $297,657
- From this org
- $286,526
- From related orgs
- $0
- Other
- $11,131
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $204,267
- Bonus
- $0
- Other
- $82,259
- Deferred
- $2,074
- Nontaxable benefits
- $9,057
- Filer's total
- $297,657
-
CHEN XIAOHUA
DIRECTOR OF BIOSTATS
- Total calculated
- $249,794
- From this org
- $240,194
- From related orgs
- $0
- Other
- $9,600
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $239,422
- Bonus
- $256
- Other
- $516
- Deferred
- $9,600
- Nontaxable benefits
- $0
- Filer's total
- $249,794
-
WEDGE PATRICIA
CHIEF OPERATING OFFICER
- Total calculated
- $235,990
- From this org
- $207,292
- From related orgs
- $0
- Other
- $28,698
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $206,520
- Bonus
- $256
- Other
- $516
- Deferred
- $8,523
- Nontaxable benefits
- $20,175
- Filer's total
- $235,990
-
PECJO BRIAN
DIRECTOR, INFORMATION TECHNOLOGY
- Total calculated
- $199,379
- From this org
- $176,805
- From related orgs
- $0
- Other
- $22,574
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $176,275
- Bonus
- $254
- Other
- $276
- Deferred
- $7,216
- Nontaxable benefits
- $15,358
- Filer's total
- $199,379
-
THUM CLAUDIA
DIRECTOR, PROJECT MANAGEMENT
- Total calculated
- $186,283
- From this org
- $160,698
- From related orgs
- $0
- Other
- $25,585
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $160,264
- Bonus
- $254
- Other
- $180
- Deferred
- $6,615
- Nontaxable benefits
- $18,970
- Filer's total
- $186,283
-
IVANOVA ALLA
DIRECTOR, DATA MANAGEMENT
- Total calculated
- $179,835
- From this org
- $146,762
- From related orgs
- $0
- Other
- $33,073
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $146,215
- Bonus
- $271
- Other
- $276
- Deferred
- $6,136
- Nontaxable benefits
- $26,937
- Filer's total
- $179,835
-
AMMU SONIA T
DIRECTOR, CLINICAL OPERATIONS
- Total calculated
- $171,596
- From this org
- $164,673
- From related orgs
- $0
- Other
- $6,923
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $164,323
- Bonus
- $254
- Other
- $96
- Deferred
- $6,423
- Nontaxable benefits
- $500
- Filer's total
- $171,596
-
SULLIVAN GAIL
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $161,044
- From this org
- $145,206
- From related orgs
- $0
- Other
- $15,838
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $144,143
- Bonus
- $271
- Other
- $792
- Deferred
- $5,919
- Nontaxable benefits
- $9,919
- Filer's total
- $161,044
-
THIIRAH KELLY
DIRECTOR, CONTRACTS
- Total calculated
- $155,151
- From this org
- $137,140
- From related orgs
- $0
- Other
- $18,011
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $136,689
- Bonus
- $271
- Other
- $180
- Deferred
- $5,446
- Nontaxable benefits
- $12,565
- Filer's total
- $155,151
-
FREEDMAN MD STEVEN
FRMR TTEE & CHAIR (PHYSICIAN, BIDMC)
- Total calculated
- $600,162
- From this org
- $0
- From related orgs
- $535,951
- Other
- $64,211
- Hours/week
- 0 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $480,626 related
- Bonus
- $0 + $47,272 related
- Other
- $0 + $8,053 related
- Deferred
- $0 + $36,300 related
- Nontaxable benefits
- $0 + $27,911 related
- Filer's total
- $0 + $600,162 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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4a · Severance or change-of-control payment
Answered no
- 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)
- SCHEDULE J 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, 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. AMMU, SONIA T. - DIRECTOR, CLINICAL OPERATIONS - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. ARMSTRONG, ESQ., EMILY UNLESS OTHERWISE NOTED, MS. ARMSTRONG SERVED IN THE POSITIONS BELOW FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2024: - DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR METRO BOSTON - BETH ISRAEL LAHEY HEALTH - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TERM ENDED ON AUGUST 31, 2024 - ASSISTANT CLERK (EX-OFFICIO) - JOSLIN CLINIC, INC. - TERM ENDED ON SEPTEMBER 30, 2024 - ASSISTANT CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TERM ENDED ON SEPTEMBER 30, 2024 - ASSISTANT CLERK - THE JORDAN HEALTH SYSTEMS, INC. - TERM ENDED ON AUGUST 31, 2024 - ASSISTANT CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. - TERM ENDED AUGUST 31, 2024 - CLERK (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM ENDED MARCH 30, 2023 - CLERK (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM ENDED MARCH 30, 2023 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. CHEN, XIAOHUA - DIRECTOR OF BIOSTATS - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. COLOZZO, MEGHAN - DIRECTOR, COMPLIANCE & PRIVACY -BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. FREEDMAN, M.D., STEVEN - FORMER TRUSTEE & BOARD CHAIR (GASTROENTEROLOGIST, BIDMC) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. FRITZ, SUE - SENIOR DIRECTOR, FINANCE - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - TERM ENDED FEBRUARY 1, 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. FRIZZELL, CHARLES - FORMER EXECUTIVE VICE PRESIDENT, BUSINESS OPERATIONS - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. 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. FRIZZELL INCLUDES SEVERANCE PAYMENTS RECEIVED IN 2023 IN THE AMOUNT OF $81,650. GERSZTEN, M.D., ROBERT -TRUSTEE (EX-OFFICIO) (CHIEF, BIDMC DIVISION OF CARDIOVASCULAR MEDICINE) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. 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 INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFIT IN THE AMOUNTS OF $14,030. GIBSON, M.D., MICHAEL - TRUSTEE (EX-OFFICIO) AND PRESIDENT - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - CARDIOLOGIST AND INTERVENTIONAL CARDIOLOGY RESEARCHER HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DR. GIBSON SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 AMOUNTS OF $11,813. HALPRIN, VICTORIA - DIRECTOR, FINANCE -BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - TERM BEGAN ON FEBRUARY 1, 2024 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. IVANOVA, ALLA - DIRECTOR, DATA MANAGEMENT - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. MERSKI, CARA - DEPUTY COMPLIANCE OFFICER BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - TERM ENDED OCTOBER 1, 2023 PECJO, BRIAN - DIRECTOR, INFORMATION TECHNOLOGY - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. SULLIVAN, GAIL - DIRECTOR OF HUMAN RESOURCES - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - TERM BEGAN JANUARY 2, 2024 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. SZABO, MD, PHD, HON SCD, GYONGYI - 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. DR. SZABO 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. DR. SZABO OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFIT IN THE AMOUNTS OF $14,337. THIIRAH, KELLY - DIRECTOR, CONTRACTS -BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. THUM, CLAUDIA - DIRECTOR, PROJECT MANAGEMENT-BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. WEDGE, PATRICIA - CHIEF OPERATING OFFICER - BAIM INSTITUTE FOR CLINICAL RESEARCH, 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.
- ZEIDEL, M.D., MARK L.
- UNLESS OTHERWISE NOTED BELOW, DR. ZEIDEL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: - 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. - PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION - TRUSTEE (EX OFFICIO) & CHAIR - 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, 2024. 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. 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. 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. DR. ZEIDEL OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFIT IN THE AMOUNTS OF $25,080.
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.
-
501(C)(3) · PROFESSIONAL SERVICES & FINANCIAL SUPPORT · 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
-
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
-
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
-
BETH ISRAEL COMMUNITY FOUNDATION INC
501(C)(3) · INACTIVE CORPORATION · MA
-
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
-
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
-
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
-
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
-
BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC 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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542279349302429
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