2025-08-15T11:41:55-05:00 2024-09-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 46204 990 2023-10-01 043521077 BAIM INSTITUTE FOR CLINICAL RESEARCH INC BAIM 6173075200 930 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 MEGHAN AGNEW TREASURER 6173075200 2025-08-13 0 0 ANGELA M MOORE P00244342 3174648600 2025-08-12 2023 2025-03-06 01:10:19Z MICHAEL GIBSON MD 930 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 18960523 0 X WWW.BAIMINSTITUTE.ORG X 2000 MA TO ENGAGE IN AND FACILITATE SCIENTIFIC AND MEDICAL RESEARCH. 6 0 85 0 0 0 0 0 13017966 18370543 276702 434228 242124 155752 13536792 18960523 0 0 0 0 8357222 8883080 0 0 0 4948606 5041068 13305828 13924148 230964 5036375 26425573 30238751 10880043 9586148 15545530 20652603 TO IMPROVE HEALTH AND QUALITY OF LIFE BY COLLABORATING WITH ACADEMIC AND INDUSTRY PARTNERS TO CONDUCT HIGH QUALITY CLINICAL RESEARCH IN A PROFESSIONALLY NURTURING AND WORLDCLASS ACADEMIC ENVIRONMENT. 0 0 13584360 0 18370543 CLINICAL TRIAL SERVICES - DESIGN AND COORDINATE CLINICAL TRIALS, MANAGE THE CONDUCT OF THE TRIALS AND PERFORM ANALYSIS OF THE CLINICAL TRIAL RESULTS FOR ACADEMIC, PUBLISHING AND FDA SUBMISSION AND REVIEW PURPOSES. ACADEMIC SUPPORT - BAIM PROVIDES FINANCIAL SUPPORT FOR RESEARCHERS ASSOCIATED WITH VARIOUS ORGANIZATIONS, INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, WHICH ALSO SERVES AS ONE OF BAIM'S MEMBERS, BRIGHAM AND WOMEN'S HOSPITAL, MASSACHUSETTS GENERAL HOSPITAL, AND BOSTON UNIVERSITY, FOR DESIGNING AND CONDUCTING CLINICAL RESEARCH AND FOR TRAINING AND ACADEMIC ACTIVITIES. 13584360 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 78 0 1 85 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X VICTORIA HALPRIN 6173075454 930 COMMONWEALTH AVENUE BOSTON MA 02215 SZABO MD PHD HON GYONGYI TTEE (EX-OFF); (CAO, BIDMC & BILH) 1.00 57.00 X 0 1013205 89291 GIBSON MD MICHAEL TRUSTEE (EX-OFFICIO) & PRESIDENT 30.00 30.00 X X 430000 514762 85530 ZEIDEL MD MARK L TTEE (EX-O)/CHAIR; (CHIEF MED BIDMC) 1.00 62.00 X X 0 892032 87340 GERSZTEN MD ROBERT TTEE (EXOFF)(CHIEF,BIDMC CARDIO MED) 1.00 55.00 X 0 679268 42355 AGNEW MEGHAN TTEE (EX OFFICIO) & TREAS; CFO, HFMP 1.00 64.00 X X 0 429654 89105 MERSKI CARA TTEE (EXOFF);BILH DEP COMPLIANCE OFF 1.00 55.00 X 0 244676 40704 COLOZZO MEGHAN TTEE (EXO) (DIR, COMPL & PRIV, BILH) 1.00 55.00 X 0 187183 14345 ARMSTRONG ESQ EMILY CLERK (EXO); DIV VP DEP GC BOS, BILH 1.00 61.00 X 0 309666 41550 FRITZ SUE SR. DIRECTOR, FINANCE 55.00 0.00 X 208738 0 22191 HALPRIN VICTORIA DIRECTOR, FINANCE 55.00 0.00 X 117652 0 7870 FRIZZELL CHARLES EVP, BUSINESS OPS (END 9/20/23) 55.00 0.00 X 286526 0 11131 CHEN XIAOHUA DIRECTOR OF BIOSTATS 55.00 0.00 X 240194 0 9600 WEDGE PATRICIA CHIEF OPERATING OFFICER 55.00 0.00 X 207292 0 28698 PECJO BRIAN DIRECTOR, INFORMATION TECHNOLOGY 55.00 0.00 X 176805 0 22574 THUM CLAUDIA DIRECTOR, PROJECT MANAGEMENT 55.00 0.00 X 160698 0 25585 IVANOVA ALLA DIRECTOR, DATA MANAGEMENT 55.00 0.00 X 146762 0 33073 AMMU SONIA T DIRECTOR, CLINICAL OPERATIONS 55.00 0.00 X 164673 0 6923 SULLIVAN GAIL DIRECTOR OF HUMAN RESOURCES 55.00 0.00 X 145206 0 15838 THIIRAH KELLY DIRECTOR, CONTRACTS 55.00 0.00 X 137140 0 18011 FREEDMAN MD STEVEN FRMR TTEE & CHAIR (PHYSICIAN, BIDMC) 0.00 55.00 X 0 535951 64211 2421686 4806397 755925 36 1 1 0 ICON CLINICAL RESEARCH SARL 55 AVENUE DES CHAMPS PIERREUX NANTERRE FR PASS-THROUGH COST FOR CLINICAL STUDIES 797643 HARVARD MED FAC PHYS AT BIDMC 330 BROOKLINE AVENUE BOSTON MA 02215 SALARY AND BENEFITS FOR ACADEMIC LEADERS 309071 MARIA CECILIA BAHIT 2673 CYPRESS LANE WESTON FL 33332 ACADEMIC CONSULTING 242875 MINTZ LEVIN COHN PO BOX 4539 BOSTON MA 02212 LEGAL SERVICES 201187 MAYME ROETTIG 109 TIMBERLYNE COURT CHAPEL HILL NC 27514 BUSINESS DEVELOPMENT 182451 13 CONTRACTS/CLIN. TRIALS 541715 18370543 18370543 18370543 434228 434228 155752 0 155752 155752 155752 18960523 18370543 0 589980 X 1812413 1812413 5687511 5687511 232794 232794 594756 594756 555606 555606 140969 140969 48937 48937 2769255 2769255 18229 18229 891184 891184 627473 627473 140420 140420 98318 98318 149882 149882 DATA PROCESSING EXPENSE 140926 140926 RECRUITING 15475 15475 13924148 13584360 339788 0 4404514 6398995 51582 51587 2991059 4340622 367850 243901 3011155 2446020 161135 565135 11090729 13702794 7358704 4935717 26425573 30238751 1274088 1061295 4814365 3934958 4791590 4589895 10880043 9586148 X 15545530 20652603 15545530 20652603 26425573 30238751 5036375 70698 0 X X 0 1 X 1 0 X 173703 1307300 0 0 0 1481003 173703 1307300 1481003 1481003 61873 20489 9236 276702 434228 802528 2283531 0.64860 0.77950 X 376800 57172 319628 2613220 2367713 245507 21135 21135 0 565135 UNBILLED CONTRACTS AND OTHER REVENUE 356695 DEPOSITS 173720 RIGHT OF USE ASSET 4405302 4935717 OPERATING LEASE LIABILITY 4589895 4589895 X 19031221 70698 70698 18960523 0 18960523 13924148 0 13924148 0 13924148 PART X, LINE 2: BAIM ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. BAIM HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT SEPTEMBER 30, 2024 AND 2023. BAIM'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. EUROPE (INCLUDING ICELAND & GREENLAND) 0 9 PROGRAM SERVICES DIAGNOSTIC RESEARCH SERVICES / PROJECT MANAGEMENT / MEDICAL 760531 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CLINICAL RESEARCH PLANNING AND PROJECT MANAGEMENT 125672 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ACADEMIC FACULTY AND MEDICAL 16307 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES DEVELOPMENT AND COORDINATION OF CLINICAL TRIAL DESIGN PROJECTS 29508 RUSSIA AND NEIGHBORING STATES 0 1 PROGRAM SERVICES IMAGING SHAREPOINT, RELATIONAL DATABASES AND CLINICAL APPLICATIONS 76608 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES MEDICAL WRITING 29728 SOUTH AMERICA 0 2 PROGRAM SERVICES ACADEMIC FACULTY AND MEDICAL 178517 0 14 0 0 0 14 1216871 0 1216871 0 0 0 0 0 0 PART I, LINE 3 PART I, LINE 3, (1) EUROPE (INCLUDING ICELAND AND GREENLAND), PROGRAM SERVICES, COLUMN (E): DIAGNOSTIC RESEARCH SERVICES / PROJECT MANAGEMENT / MEDICAL PART I, LINE 3, (2) EAST ASIA AND THE PACIFIC, PROGRAM SERVICES, COLUMN (E): CLINICAL RESEARCH PLANNING AND PROJECT MANAGEMENT PART I, LINE 3, (4) EAST ASIA AND THE PACIFIC, PROGRAM SERVICES, COLUMN (E): DEVELOPMENT AND COORDINATION OF CLINICAL TRIAL DESIGN PROJECTS PART I, LINE 3, (5) RUSSIA AND NEIGHBORING STATES, PROGRAM SERVICES, COLUMN (E): IMAGING SHAREPOINT, RELATIONAL DATABASES AND CLINICAL APPLICATIONS 1 0 0 0 0 0 0 0 0 SZABO MD PHD HON GYONGYI TTEE (EX-OFF); (CAO, BIDMC & BILH) 0 674974 0 301430 0 36801 0 61875 0 27416 0 1102496 0 0 GIBSON MD MICHAEL TRUSTEE (EX-OFFICIO) & PRESIDENT 430000 502949 0 0 0 11813 2639 36300 0 46591 432639 597653 0 0 ZEIDEL MD MARK L TTEE (EX-O)/CHAIR; (CHIEF MED BIDMC) 0 838964 0 0 0 53068 0 51782 0 35558 0 979372 0 0 GERSZTEN MD ROBERT TTEE (EXOFF)(CHIEF,BIDMC CARDIO MED) 0 662976 0 0 0 16292 0 36300 0 6055 0 721623 0 0 FREEDMAN MD STEVEN FRMR TTEE & CHAIR (PHYSICIAN, BIDMC) 0 480626 0 47272 0 8053 0 36300 0 27911 0 600162 0 0 AGNEW MEGHAN TTEE (EX OFFICIO) & TREAS; CFO, HFMP 0 366753 0 56962 0 5939 0 46200 0 42905 0 518759 0 0 ARMSTRONG ESQ EMILY CLERK (EXO); DIV VP DEP GC BOS, BILH 0 250852 0 52448 0 6366 0 11084 0 30466 0 351216 0 0 FRIZZELL CHARLES EVP, BUSINESS OPS (END 9/20/23) 204267 0 0 0 82259 0 2074 0 9057 0 297657 0 0 0 MERSKI CARA TTEE (EXOFF);BILH DEP COMPLIANCE OFF 0 237865 0 0 0 6811 0 12722 0 27982 0 285380 0 0 CHEN XIAOHUA DIRECTOR OF BIOSTATS 239422 0 256 0 516 0 9600 0 0 0 249794 0 0 0 WEDGE PATRICIA CHIEF OPERATING OFFICER 206520 0 256 0 516 0 8523 0 20175 0 235990 0 0 0 FRITZ SUE SR. DIRECTOR, FINANCE 207750 0 256 0 732 0 8289 0 13902 0 230929 0 0 0 COLOZZO MEGHAN TTEE (EXO) (DIR, COMPL & PRIV, BILH) 0 181239 0 0 0 5944 0 961 0 13384 0 201528 0 0 PECJO BRIAN DIRECTOR, INFORMATION TECHNOLOGY 176275 0 254 0 276 0 7216 0 15358 0 199379 0 0 0 THUM CLAUDIA DIRECTOR, PROJECT MANAGEMENT 160264 0 254 0 180 0 6615 0 18970 0 186283 0 0 0 IVANOVA ALLA DIRECTOR, DATA MANAGEMENT 146215 0 271 0 276 0 6136 0 26937 0 179835 0 0 0 AMMU SONIA T DIRECTOR, CLINICAL OPERATIONS 164323 0 254 0 96 0 6423 0 500 0 171596 0 0 0 SULLIVAN GAIL DIRECTOR OF HUMAN RESOURCES 144143 0 271 0 792 0 5919 0 9919 0 161044 0 0 0 THIIRAH KELLY DIRECTOR, CONTRACTS 136689 0 271 0 180 0 5446 0 12565 0 155151 0 0 0 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 V, LINE 7G: BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. PART V, LINE 7H: BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. FORM 990, PART VI, SECTION A, LINE 2 FOR THE PERIOD COVERED BY THIS FILING, THE BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. HAD TWO MEMBERS, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP). FOR THE SAME PERIOD, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) SERVED AS THE SOLE MEMBER OF AFFILIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) AS WELL AS SEVERAL ADDITIONAL ENTITIES. HMFP'S PURPOSES AND THE PURPOSE OF ITS AFFILIATES IS TO PROVIDE EXTRAORDINARY CARE TO ITS PATIENTS, AS WELL AS TO PROVIDE AND PROMOTE TEACHING AND RESEARCH. HMFP IS ALSO THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. ALSO FOR THIS SAME PERIOD, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT SOLE MEMBER OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER AND AFFILIATES OF THESE ENTITIES. EFFECTIVE JULY 1, 2023, BILH ALSO BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND ITS AFFILIATES', INCLUDING EXETER HOSPITAL. EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF THE AFFILIATED ORGANIZATIONS NOTED ABOVE. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. FORM 990, PART VI, SECTION A, LINE 6 FOR THE PERIOD COVERED BY THIS FILING, THE BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. HAD TWO MEMBERS, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP). FORM 990, PART VI, SECTION A, LINE 7A BAIM HAS ONE MEMBER ORGANIZATION DURING THE 2023 TAX YEAR. THE MEMBER ORGANIZATION APPOINTS THREE MEMBERS OF BAIM'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE GOVERNING BODY HAVE THE FOLLOWING RIGHTS: - SET THE NUMBER OF PERSONS WHO COMPRISE THE BOARD OF DIRECTORS; - APPOINT THE DIRECTORS IN ITS SOLE DISCRETION AND FILL ANY VACANCY ON THE BOARD; - REMOVAL OF ANY DIRECTOR OR OFFICER, WITH OR WITHOUT CAUSE, AT ANY TIME; AND, - POWERS AND RIGHTS AS VESTED BY LAW. FORM 990, PART VI, SECTION B, LINE 11B AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) ARE THE MEMBERS OF THE BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. (BAIM). BETH ISRAEL LAHEY HEALTH (BILH) IS ALSO THE SOLE MEMBER OF BIDMC. THIS FORM 990 IS PREPARED BY DELOITTE TAX, LLP (DELOITTE) IN CONJUNCTION WITH THE BAIM DIRECTOR OF FINANCE. IN ADDITION, BECAUSE OF THE INTEGRAL RELATIONSHIP BETWEEN HMFP, BIDMC AND THE BILH NETWORK, BAIM PARTNERS WITH THE BILH TAX DEPARTMENT ON THE PREPARATION OF THE RETURNS. BAIM'S FORM 990 IS REVIEWED INTERNALLY BY THE BAIM DIRECTOR OF FINANCE, AND BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. DELOITTE SIGNS THE FINAL RETURNS. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF BAIM'S BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. (BAIM) MAINTAINS A COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICY. IN ADDITION, AS NOTED IN THIS FILING, FOR THE PERIOD COVERED BY THIS FILING BAIM HAD TWO MEMBERS, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP). BETH ISRAEL LAHEY HEALTH (BILH) IS THE SOLE MEMBER OF BIDMC. BECAUSE OF THIS CLOSE CONNECTION BETWEEN BAIM, BIDMC AND THE BILH NETWORK OF AFFILIATES, BAIM PARTICIPATES IN THE BILH NETWORK CONFLICT OF INTEREST AND TAX QUESTIONNAIRE PROCESS. PURSUANT BAIM'S CONFLICT OF INTEREST PROCESS, ALL OF ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES AS WELL AS CERTAIN OTHER INDIVIDUALS ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE (COI-TQ). THE COI-TQ IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS AND FAMILY RELATIONSHIPS AND AFFILIATIONS MAINTAINED BY OFFICERS, DIRECTORS, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A REAL OR PERCEIVED CONFLICT OF INTEREST. THE BILH OFFICE OF INTEGRITY AND COMPLIANCE, IN CONJUNCTION WITH THE BILH TAX DEPARTMENT, ADMINISTERS THE COI-TQ PROCESS ANNUALLY AND AS NOTED ABOVE, BAIM IS INCLUDED IN THIS PROCESS. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES AND THOSE RELATED TO BAIM OR ONE OF ITS AFFILIATES ARE SHARED WITH THE BAIM BOARD. DISCLOSURES ARE ASSIGNED APPROPRIATE FOLLOW-UP ACTION IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. POSITIVE RESPONSES ARE REVIEWED FOR FINAL DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW. CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A MANAGEMENT PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. IN ADDITION AS NOTED ABOVE, THE ANNUAL COI-TQ PROCESS OUTLINED ABOVE IS JOINTLY ISSUED BY THE BILH TAX DEPARTMENT, TO ENSURE THAT THE QUESTIONNAIRE IS DISTRIBUTED TO ALL CURRENT AND FORMER MEMBERS OF THE BAIM BOARD OF DIRECTORS AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. AS ALSO NOTED IN THIS FILING, THE BILH TAX DEPARTMENT PARTNERS WITH BAIM ON THE TAX RETURN PREPARATION PROCESS. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR BAIM TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE 2023 COMPENSATION FOR THE PRESIDENT AND CEO WAS BASED ON INFORMATION PROVIDED TO THE COMPANY BY OUTSIDE COUNSEL RELATED TO COMPENSATION FOR PERSONS HOLDING SIMILAR SENIOR POSITIONS IN ACADEMIC RESEARCH ORGANIZATIONS AFFILIATED WITH MAJOR MEDICAL CENTERS AND MEDICAL SCHOOLS, PROPORTIONAL TO THE AMOUNT OF TIME ESTIMATED THAT THE PRESIDENT AND CEO WAS EXPECTED TO DEVOTE TO THE POSITION. THE COMPENSATION WAS ALSO INTENDED TO REFLECT THE FACT THAT THE PRESIDENT AND CEO WAS RECRUITED TO ASSUME HIS POSITION IN THE CONTEXT OF MAJOR FINANCIAL LOSSES BEING INCURRED BY THE INSTITUTE IN PRIOR YEARS. THE AMOUNT OF COMPENSATION WAS REVIEWED BY THE FULL BOARD ACTING AS A COMPENSATION COMMITTEE AND APPROVED UNANIMOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. (BAIM)'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. 930 COMMONWEALTH AVENUE, 3RD FLOOR BOSTON, MA 02215 FORM 990, PART IX, LINE 11G PHYSICIAN PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 678,412. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 678,412. CONSULTING: PROGRAM SERVICE EXPENSES 182,290. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 182,290. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,908,553. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,908,553. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. ADDISON GILBERT SOCIETY INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 464371382 PROFESSIONAL SERVICES & FINANCIAL SUPPORT MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 ANNA JAQUES HOSPITAL 25 HIGHLAND AVE NEWBURYPORT MA 01950 042104338 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 ASSOC PHYS HARVARD MED FAC PHY AT BIDMC 375 LONGWOOD AVE BOSTON MA 02215 320058309 TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL ANAESTHESIA FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042997215 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL COMMUNITY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042776678 INACTIVE CORPORATION MA 501(C)(3) 3 N/A 0 BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 364803234 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043079630 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 208253452 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043030397 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 204974585 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 873655583 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC 110 FRANCIS ST BOSTON MA 02215 020671240 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL DEACONESS HOSPITAL MILTON INC 199 REEDSDALE RD MILTON MA 02186 042103604 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC 148 CHESTNUT ST NEEDHAM MA 02492 043229679 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC 275 SANDWICH ST PLYMOUTH MA 02360 222667354 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DEACONESS MEDICAL CENTER INC 330 BROOKLINE AVE BOSTON MA 02215 042103881 THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DERMATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043117601 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BETH ISRAEL LAHEY HEALTH PHARMACY INC 80 WILSON WAY WESTWOOD MA 02090 822526816 TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC MA 501(C)(3) 10 BETH ISRAEL DEACONESS MEDICAL CENTER INC 1 BETH ISRAEL LAHEY HEALTH PRIMARY CARE 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 472248298 HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 BETH ISRAEL LAHEY HEALTH INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 832671600 MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES MA 501(C)(3) 12C, III-FI N/A 0 BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP 300 LONGWOOD AVE BOSTON MA 02215 043200113 OUTPATIENT AMBULATORY CENTER - 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NH 501(C)(3) 3 EXETER HEALTH RESOURCES INC 1 EXETER MED REAL INC 5 ALUMNI DRIVE EXETER NH 03833 020418718 REAL ESTATE HOLDING COMPANY NH 501(C)(25) EXETER HEALTH RESOURCES INC 1 HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC 375 LONGWOOD AVE BOSTON MA 02215 222768204 GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS MA 501(C)(3) 10 BETH ISRAEL DEACONESS MEDICAL CENTER INC 1 HEALTH AND EDUCATION HOUSING SERVICES INC 199 ROSEWOOD DRIVE DANVERS MA 01923 223232914 HUD HOUSING - INACTIVE MA 501(C)(3) 10 NORTHEAST BEHAVIORAL HEALTH CORPORATION 1 JORDAN PHYSICIAN ASSOCIATES INC 275 SANDWICH ST PLYMOUTH MA 02360 043228556 OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) 10 BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC 1 JOSLIN CLINIC INC ONE JOSLIN PLACE BOSTON MA 02215 222984590 PREVENTION, TREATMENT, AND CURE OF DIABETES MA 501(C)(3) 12A, I JOSLIN DIABETES CENTER INC 1 JOSLIN DIABETES CENTER INC ONE JOSLIN PLACE BOSTON MA 02215 042203836 PREVENTION, TREATMENT, AND CURE OF DIABETES MA 501(C)(3) 7 BETH ISRAEL LAHEY HEALTH INC 1 LAHEY CLINIC CANADIAN FOUNDATION 130 KING ST WEST TORONTO ONTARIO CA FUNDRAISING ORG CA N/A 0 LAHEY CLINIC FOUNDATION INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 042323457 FINANCIAL & OPERATIONAL SUPPORT TO LCI AND LCH MA 501(C)(3) 7 BETH ISRAEL LAHEY HEALTH INC 1 LAHEY CLINIC HOSPITAL INC DBA LAHEY HOSPITAL & MEDICAL CENTER AND LMC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 042704686 HEALTHCARE MA 501(C)(3) 3 LAHEY CLINIC FOUNDATION INC 1 LAHEY CLINIC INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 042704683 HEALTHCARE MA 501(C)(3) 10 LAHEY CLINIC FOUNDATION INC 1 LAHEY HEALTH SHARED SERVICES INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 043178972 ADMIN MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC 1 MED CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE 464 HILLSIDE AVE NEEDHAM MA 02494 042810972 OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH PRIMARY CARE 1 MOUNT AUBURN HOSPITAL 330 MOUNT AUBURN ST CAMBRIDGE MA 02138 042103606 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 MOUNT AUBURN PROFESSIONAL SERVICES INC 330 MOUNT AUBURN ST CAMBRIDGE MA 02138 043026897 OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES MA 501(C)(3) 12A, I MOUNT AUBURN HOSPITAL 1 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 042103612 ORTHOPEDIC SPECIALTY HOSPITAL MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC 125 PARKER HILL AVE BOSTON MA 02120 043235796 OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH MA 501(C)(3) 3 NEW ENGLAND BAPTIST HOSPITAL 1 NORTHEAST BEHAVIORAL HEALTH CORP DBA BILH BEHAVIORAL HEALTH SERVICES 199 ROSEWOOD DRIVE DANVERS MA 01923 042777145 HEALTHCARE MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC 1 NORTHEAST HEALTH SYSTEMS INC 85 HERRICK ST BEVERLY MA 01915 043240453 FINANCIAL & OPERATIONAL SUPPORT MA 501(C)(3) 12B, II LAHEY HEALTH SHARED SERVICES INC 1 NORTHEAST HOSPITAL CORPORATION 85 HERRICK ST BEVERLY MA 01915 042121317 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 NORTHEAST MEDICAL PRACTICE INC 85 HERRICK ST BEVERLY MA 01915 043201853 HEALTHCARE MA 501(C)(3) 10 NORTHEAST HOSPITAL CORPORATION 1 NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA BILH AT HOME 800 CUMMINGS CENTER BEVERLY MA 01915 201287349 HEALTHCARE MA 501(C)(3) 10 NORTHEAST SENIOR HEALTH CORPORATION 1 NORTHEAST SENIOR HEALTH CORPORATION 85 HERRICK ST BEVERLY MA 01915 042731137 HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE 5 ALUMNI DRIVE EXETER NH 03833 020274905 HOME CARE & HOSPICE NH 501(C)(3) 10 EXETER HEALTH RESOURCES INC 1 SEACOAST AFFILIATED GROUP PRACTICE INC 25 HIGHLAND AVE NEWBURYPORT MA 01915 043485648 PHYSICIAN GROUP MA 501(C)(3) 10 ANNA JAQUES HOSPITAL INC 1 SEACOAST NURSING AND REHABILITATION CENTER INC 300 WASHINGTON ST GLOUCESTER MA 01930 041305001 HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 THE JORDAN HEALTH SYSTEMS INC 275 SANDWICH ST PLYMOUTH MA 02360 042103805 PROMOTE HEALTHCARE MA 501(C)(3) 7 BETH ISRAEL DEACONESS MEDICAL CENTER INC 1 WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC 41 HIGHLAND AVE WINCHESTER MA 01890 223137856 ACO - INACTIVE MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC 1 WINCHESTER HEALTHCARE MANAGEMENT INC 41 HIGHLAND AVE WINCHESTER MA 01890 222701817 MANAGEMENT MA 501(C)(3) 12A, I LAHEY HEALTH SHARED SERVICES INC 1 WINCHESTER HOSPITAL 41 HIGHLAND AVE WINCHESTER MA 01890 042104434 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 WINCHESTER HOSPITAL FOUNDATION INC 41 HIGHLAND AVE WINCHESTER MA 01890 043399570 PROFESSIONAL SERVICES & FINANCIAL SUPPORT MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC 1 BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC 41 RESNIK ROAD PLYMOUTH MA 02360 883871838 SURGERY CENTER MA N/A 0 0 BIDCO HOSPITAL LLC 247 STATION DRIVE NORTHWEST 1 WESTWOOD MA 02090 461643790 COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A 0 0 BIDCO PHYSICIAN LLC 600 UNICORN PARK DRIVE 4TH FL WOBURN MA 01801 461589743 COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH MA N/A 0 0 BILH INVESTMENT PARTNERSHIP LLP 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 043278109 INVESTMENT PARTNERSHIP MA N/A 0 0 NEBSC HOSPITAL HOLDINGS LLC 125 PARKER HILL AVE BOSTON MA 02120 874293833 INVESTMENT PARTNERSHIP MA N/A 0 0 NEW ENGLAND BAPTIST SURGERY CENTER LLC 100 AVON MEADOW LANE AVON MA 06001 874311329 AMBULATORY SURGERY CENTER MA N/A 0 0 PHYSICIANS PROFESSIONAL SERVICES LLP 200 RIVERS EDGE DRIVE MEDFORD MA 02155 043275078 TO PROVIDE MEDICAL BILLING SERVICES MA N/A 0 0 SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC 700 CONGRESS ST STE 204 QUINCY MA 02169 383989358 MRI SERVICES MA N/A 0 0 WINCHESTER HOSPITALSHIELDS MRI LLC 700 CONGRESS ST STE 204 QUINCY MA 02169 462523117 MRI SERVICES MA N/A 0 0 GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC 25 HIGHLAND AVE NEWBURYPORT MA 01950 161744477 MANAGEMENT SERVICES MA N/A C 0 HUNTINGFIELD CORPORATION C/O LCF 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 520717412 TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS DE N/A C 0 LAHEY CLINIC INSURANCE CO LTD CRAIG APPIN HOUSE PO BOX HM 2450 HAMILTON BD INSURANCE BD N/A C 0 LEDGEWOOD HEALTH CARE CORPORATION 87 HERRICK STREET BEVERLY MA 01915 042855189 NURSING HOME MA N/A C 0 NORTHEAST PROPRIETARY CORP 85 HERRICK STREET BEVERLY MA 01915 042855191 MEDICAL SERVICES MA N/A C 0 WINCHESTER HEALTHCARE ENTERPRISES INC 41 HIGHLAND AVE WINCHESTER MA 01890 042932059 MANAGEMENT SERVICES MA N/A C 0 WINCHESTER PHYSICIAN ASSOCIATES INC 41 HIGHLAND AVE WINCHESTER MA 01890 043262963 MANAGEMENT SERVICES MA N/A C 0 WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC 41 HIGHLAND AVE WINCHESTER MA 01890 472646454 INACTIVE MA N/A C 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 SEE PART VII J 155752 FMV SEE PART VII M 85317 FMV SEE PART VII M 319625 FMV FORM 990, SCH R, PART V, LN 1J - LEASE OF FAC/EQUIP/OTHER ASSETS TO RO BAIM INSTITUTE FOR CLINICAL RESEARCH ("BAIM") IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THE CLOSE CONNECTION BETWEEN BAIM AND BETH ISRAEL LAHEY HEALTH ("BILH," A SUPPORT ORGANIZATION OF BAIM AND RELATED ENTITY EXEMPT UNDER IRC 501(C)(3)), BILH LEASES SPACE FROM BAIM TO USE IN FURTHERANCE OF THE BAIM AND BILH TAX-EXEMPT PURPOSES. BILH PAID BAIM $155,752 FOR SPACE RENTAL. FORM 990, SCH R, PART V, LN 1M - PERF OF SVCS/MEMBERSHIP/FUNDRAISING BY RO AS NOTED THROUGHOUT THIS FILING, BAIM IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF BAIM'S AFFILIATES PROVIDED SERVICES TO BAIM IN FURTHERANCE OF THE EXEMPT PURPOSE OF BAIM AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BAIM RECEIVED THE FOLLOWING SERVICES FROM ITS TAX-EXEMPT AFFILIATES: 1. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER - ACADEMIC SERVICES: $319,625 2. LAHEY CLINIC HOSPITAL - ACADEMIC SERVICES: $85,317