2024-08-14T10:16:34-05:00 2023-09-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 46204 990 2022-10-01 043521077 BAIM INSTITUTE FOR CLINICAL RESEARCH INC BAIM 6173075200 930 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 MEGHAN AGNEW TREASURER 6173075200 2024-08-08 0 0 ANGELA M MOORE P00244342 3174648600 2022 2024-08-08 14:25:15Z MEGHAN AGNEW 930 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 13536792 0 X WWW.BAIMINSTITUTE.ORG X 2000 MA TO ENGAGE IN AND FACILITATE SCIENTIFIC AND MEDICAL RESEARCH. 6 0 84 0 0 0 0 0 14156132 13017966 9236 276702 0 242124 14165368 13536792 7364 0 0 0 7328730 8357222 0 0 0 5068630 4948606 12404724 13305828 1760644 230964 20688470 26425573 5408961 10880043 15279509 15545530 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 11679628 0 13017966 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. 1213147 0 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. 12892775 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 76 0 1 84 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 GIBSON MD MICHAEL TRUSTEE (EX-OFFICIO), PRESIDENT 30.00 25.00 X X 450000 526249 82991 ZEIDEL MD MARK L TTEE EXOFF;BIDMC MEDCHF/HMFP MED CHR 1.00 63.00 X X 0 877790 84230 SZABO MD PHD HON SCD GYONGYI TTEE (EX-OFF); (CAO, BIDMC & BILH) 1.00 58.00 X 0 700229 81877 GERSZTEN MD ROBERT TTEE (EXOFF)(CHIEF,BIDMC CARDIO MED) 1.00 55.00 X 0 649383 39142 FREEDMAN MD STEVEN TTEE, CHAIR; GASTRO, BIDMC 1.00 55.00 X X 0 533136 61401 AGNEW MEGHAN TTEE (EX OFFICIO) & TREAS; CFO, HFMP 1.00 64.00 X X 0 422594 78296 MERSKI CARA TTEE (EXOFF);BILH DEP COMPLIANCE OFF 1.00 55.00 X 0 272364 37055 ARMSTRONG ESQ EMILY CLERK (EXOFF) (AVP,ASST DEP GC,BILH) 1.00 63.00 X 0 268218 37005 FRITZ SUE SR DIRECTOR, FINANCE 55.00 0.00 X 197208 0 19731 CHEN XIAOHUA DIRECTOR OF BIOSTATS 55.00 0.00 X 227092 0 9060 PECJO BRIAN DIRECTOR, INFORMATION TECHNOLOGY 55.00 0.00 X 175041 0 6776 THUM CLAUDIA DIRECTOR, PROJECT MANAGEMENT 55.00 0.00 X 151282 0 24635 IVANOVA ALLA DIRECTOR, DATA MANAGEMENT 55.00 0.00 X 135278 0 32772 TRONTCHINSKI VADIM SENIOR TECHNICAL ARCHITECT 55.00 0.00 X 134617 0 28457 AMMU SONIA T DIRECTOR, CLINICAL OPERATIONS 55.00 0.00 X 141741 0 6159 POPMA ALEXANDRA FORMER CHIEF OPERATING OFFICER 0.00 55.00 X 156301 98307 31109 1768560 4348270 660696 18 1 1 0 ICON CLINICAL RESEARCH SARL 55 AVENUE DES CHAMPS PIERREUX NANTERRE FR 92000 PASS-THROUGH COST FOR CLINICAL STUDIES 1098951 HARVARD MED FAC PHYS AT BIDMC 330 BROOKLINE AVENUE YAMINS 403 BOSTON MA 02215 SALARY AND BENEFITS FOR ACADEMIC LEADERS 309555 MEDNET SOLUTIONS INC PO BOX 8004 CAROL STREAM IL 601978004 ELECTRONIC DATA CAPT FOR CLIN. 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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, 2023 AND 2022. BAIM'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES MEDICAL DEVICE AND DIAGNOSTIC RESEARCH SERVICES/PROJECT MANAGEMENT/MEDICAL CONSULTING 569333 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CLINICAL RESEARCH PLANNING AND PROJECT MANAGEMENT 59792 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES DEVELOPMENT AND COORDINATION OF CLINICAL TRIAL DESIGN PROJECTS 24399 RUSSIA AND NEIGHBORING STATES 0 1 PROGRAM SERVICES MANAGING SHAREPOINT, RELATIONAL DATABASES AND CLINICAL APPLICATIONS 123487 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES MEDICAL WRITING 43698 SOUTH AMERICA 0 1 PROGRAM SERVICES ACADEMIC FACULTY 220305 0 4 0 0 0 4 1041014 0 1041014 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 0 0 0 0 0 0 0 0 GIBSON MD MICHAEL TRUSTEE (EX-OFFICIO), PRESIDENT 450000 514576 0 0 0 11673 3050 33550 0 46391 453050 606190 0 0 ZEIDEL MD MARK L TTEE EXOFF;BIDMC MEDCHF/HMFP MED CHR 0 844666 0 0 0 33124 0 49424 0 34806 0 962020 0 0 SZABO MD PHD HON SCD GYONGYI TTEE (EX-OFF); (CAO, BIDMC & BILH) 0 676058 0 0 0 24171 0 57188 0 24689 0 782106 0 0 GERSZTEN MD ROBERT TTEE (EXOFF)(CHIEF,BIDMC CARDIO MED) 0 637115 0 0 0 12268 0 33550 0 5592 0 688525 0 0 FREEDMAN MD STEVEN TTEE, CHAIR; GASTRO, BIDMC 0 501210 0 21631 0 10295 0 33550 0 27851 0 594537 0 0 AGNEW MEGHAN TTEE (EX OFFICIO) & TREAS; CFO, HFMP 0 360966 0 55845 0 5783 0 36600 0 41696 0 500890 0 0 MERSKI CARA TTEE (EXOFF);BILH DEP COMPLIANCE OFF 0 268679 0 2519 0 1166 0 5849 0 31206 0 309419 0 0 ARMSTRONG ESQ EMILY CLERK (EXOFF) (AVP,ASST DEP GC,BILH) 0 244171 0 0 0 24047 0 7915 0 29090 0 305223 0 0 POPMA ALEXANDRA FORMER CHIEF OPERATING OFFICER 156301 70405 0 0 0 27902 7903 0 0 23206 164204 121513 0 0 CHEN XIAOHUA DIRECTOR OF BIOSTATS 226320 0 256 0 516 0 9060 0 0 0 236152 0 0 0 FRITZ SUE SR DIRECTOR, FINANCE 195704 0 254 0 1250 0 6648 0 13083 0 216939 0 0 0 PECJO BRIAN DIRECTOR, INFORMATION TECHNOLOGY 174575 0 254 0 212 0 6776 0 0 0 181817 0 0 0 THUM CLAUDIA DIRECTOR, PROJECT MANAGEMENT 150848 0 254 0 180 0 6215 0 18420 0 175917 0 0 0 IVANOVA ALLA DIRECTOR, DATA MANAGEMENT 134731 0 271 0 276 0 5431 0 27341 0 168050 0 0 0 TRONTCHINSKI VADIM SENIOR TECHNICAL ARCHITECT 133728 0 271 0 618 0 5624 0 22833 0 163074 0 0 0 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, 2023 IS CALENDAR YEAR 2022 COMPENSATION. COMPENSATION SOURCES: COMPENSATION REPORTED FOR INDIVIDUALS MAY INCLUDE COMPENSATION PAID BY THE REPORTING ENTITY, AN AFFILIATE OF THE REPORTING ENTITY AND IN SOME CASES UNRELATED ENTITIES AS REQUIRED BY FORM 990. REPORTABLE COMPENSATION: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION: OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: ORDINARY WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, AMOUNTS FROM ONE OR MORE OF THE FOLLOWING NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. AGNEW, MEGHAN UNLESS OTHERWISE NOTED BELOW, MS. AGNEW HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: - 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 - CLERK - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - TREASURER AND SECRETARY - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION - 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. - CO-CLERK - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. AS REQUIRED IN THE FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AMMU, SONIA T. - DIRECTOR, CLINICAL OPERATIONS BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. ARMSTRONG, ESQ., EMILY - ASSISTANT VICE PRESIDENT AND ASSISTANT DEPUTY GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - JOSLIN CLINIC, INC. - ASSISTANT CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - ASSISTANT CLERK (EX-OFFICIO) (HOSPITAL ATTORNEY) - THE JORDAN HEALTH SYSTEMS, INC. - ASSISTANT CLERK (EX-OFFICIO) (HOSPITAL ATTORNEY) - JORDAN PHYSICIAN ASSOCIATES, INC. - 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 UNLESS OTHERWISE NOTED, MS. ARMSTRONG SERVED IN THE POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES A PAYMENT FOR PTO CASHED OUT IN THE AMOUNT OF $23,808. CHEN, XIAOHUA - DIRECTOR OF BIOSTATS BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. FREEDMAN, M.D., STEVEN - TRUSTEE, CHAIR/ GASTROENTEROLOGIST, BIDMC BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. FRITZ, SUE - SR. DIRECTOR, FINANCE BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. GERSZTEN, M.D., ROBERT - TRUSTEE (EX-OFFICIO) (CHIEF, BIDMC DIVISION OF CARDIOVASCULAR MEDICINE) BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. GIBSON, M.D., MICHAEL - TRUSTEE (EX-OFFICIO) AND PRESIDENT - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - STAFF MD/ATTENDING MD HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ALTHOUGH MR. GIBSON SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. IVANOVA, ALLA - DIRECTOR, DATA MANAGEMENT BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. MERSKI, CARA - TRUSTEE (EX-OFFICIO) (BILH DEPUTY COMPLIANCE OFFICER) BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. PECJO, BRIAN - DIRECTOR, INFORMATION TECHNOLOGY BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. POPMA, ALEXANDRA - FORMER CHIEF OPERATING OFFICER BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. 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. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. SZABO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $16,266. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $4,234 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. THUM, CLAUDIA - SENIOR TECHNICAL ARCHITECT BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. TRONTCHINSKI, VADIM - SENIOR TECHNICAL ARCHITECT BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. ADDITIONAL EXPLANATORY NOTES (CONTINUED): ZEIDEL, M.D., MARK L. UNLESS OTHERWISE NOTED BELOW, DR. ZEIDEL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: - TRUSTEE (EX-OFFICIO) AND CHIEF (MEDICINE) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) AND MEDICINE CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION - PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION - TRUSTEE (EX OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. - TRUSTEE CARL J. SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD MEDICAL SCHOOL - HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. ZEIDEL SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2022 CALENDAR YEAR INCLUDES PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHIEF OF THE DEPARTMENT OF MEDICINE AT BIDMC, CHAIR OF THE DEPARTMENT OF MEDICINE AT HMFP AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL. 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 2022 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 TO 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 2022 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 OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 731,296. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 731,296. PHYSICIAN PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 457,889. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 457,889. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,026,532. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,026,532. 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