MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION (EIN 04-2810972)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-15
IRS object ID: 202242279349305079
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule C
Schedule D
Schedule J
Schedule K
Schedule K
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-15T19:18:55-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO JERICHO PLAZA	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	117531683	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042810972	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MEDICAL CARE OF BOSTON MANAGEMENT CORP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MEDI	BusinessNameControlTxt
Phone	6177540707	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	464 HILLSIDE AVENUE NO 304	AddressLine1Txt
City	NEEDHAM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02494	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL DESOCIO	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	6177540707	PhoneNum
Signature	2022-08-15	SignatureDt
Discuss With Paid Preparer	0	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	DESOCIO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRISTINE KAWECKI	PreparerPersonNm
PTIN	P00743140	PTIN
Phone	5169187000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	BETH ISRAEL LAHEY HEALTH PRIMARY CARE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Receipts	$101,901,762	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	MYBIDHC.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1983	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	816	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$9,037,475	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$77,440,711	PYProgramServiceRevenueAmt
CY Program Service Revenue	$92,875,514	CYProgramServiceRevenueAmt
PY Investment Income	$561	PYInvestmentIncomeAmt
CY Investment Income	$277	CYInvestmentIncomeAmt
PY Other Revenue	$8,025,675	PYOtherRevenueAmt
CY Other Revenue	$9,022,233	CYOtherRevenueAmt
PY Total Revenue	$85,466,947	PYTotalRevenueAmt
CY Total Revenue	$101,898,024	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,525	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$93,164,501	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$101,322,489	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$25,583,743	PYOtherExpensesAmt
CY Other Expenses	$28,489,889	CYOtherExpensesAmt
PY Total Expenses	$118,753,769	PYTotalExpensesAmt
CY Total Expenses	$129,812,378	CYTotalExpensesAmt
PY Revenues Less Expenses	-$33,286,822	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$27,914,354	CYRevenuesLessExpensesAmt
Total Assets BOY	$27,938,613	TotalAssetsBOYAmt
Total Assets EOY	$49,345,299	TotalAssetsEOYAmt
Total Liabilities BOY	$26,811,915	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$48,218,601	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,126,698	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,126,698	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$100,352,654	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$81,022,743	RevenueAmt
Desc	PRIMARY CARE SERVICES:MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP (APG/BILHPC) HAS APPROXIMATELY FORTY PHYSICIAN OFFICES THAT SPECIALIZE IN THE DELIVERY OF PRIMARY CARE AND FAMILY MEDICINE IN TWENTY THREE COMMUNITIES IN AND AROUND THE BOSTON, MASSACHUSETTS AREA. PRIMARY CARE PHYSICIANS (PCPS) ARE COMMUNITY BASED MEDICAL DOCTORS WHO GENERALLY PROVIDE THE FIRST CONTACT FOR A PATIENT WITH A NON-EMERGENT UNDIAGNOSED HEALTH CONCERN, AS WELL AS CONTINUING CARE FOR A VARIETY OF MEDICAL CONDITIONS, KEEPING CARE IN THE COMMUNITY WHEN IT IS APPROPRIATE. WHEN ADVANCED CARE IS NEEDED, PATIENTS HAVE SEAMLESS ACCESS TO LEADING-EDGE TREATMENT FROM BETH ISRAEL DEACONESS MEDICAL CENTER, A WORLD RENOWNED TERTIARY CARE ACADEMIC MEDICAL CENTER, AND AN AFFILIATE OF APG/BILHPC OR BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH OR ANNA JAQUES HOSPITAL FOR CARE MORE LOCALLY IN THE PATIENTS' COMMUNITIES DURING THE FISCAL YEAR COVERED BY THIS RETURN, APG PHYSICIANS HAD APPROXIMATELY 394,000 PRIMARY CARE VISITS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$5,587,447	ExpenseAmt
Revenue	$5,340,898	RevenueAmt
Desc	EXTENDED CARE COMMUNITY PRACTICE AND HOME CARE:THE EXTENDED CARE COMMUNITY PROGRAM (ECCP) IS COMPRISED OF NINE PHYSICIANS AND THIRTEEN NURSE PRACTITIONERS WHO SPECIALIZE IN THE CARE OF PATIENTS IN THE POST-ACUTE ENVIRONMENT INCLUDING SKILLED NURSING, ASSISTED LIVING AND REST HOME FACILITIES. THESE CLINICIANS PROVIDE CONTINUITY OF CARE FOR APG/BILHPC PATIENTS WHEN THEY ARE IN NEED OF POST-ACUTE CARE. THEIR EXCLUSIVE FOCUS IS PROVIDING THE BEST PATIENT CARE FOR THE PATIENT DURING A POST-ACUTE STAY. ECCP PROVIDERS ARE LOCATED AT 43 POST-ACUTE FACILITIES, PRIMARILY NEAR OR WITHIN THE PATIENT SERVICE AREAS OF BETH ISRAEL DEACONESS MEDICAL CENTER AND ITS AFFILIATED BILH HOSPITALS, AND ON A FULL-TIME BASIS AND CAN QUICKLY FOLLOW-UP ON PATIENT CARE ISSUES AND PROGRESS. ECCP PROVIDERS COMMUNICATE DIRECTLY WITH PATIENTS, FAMILY MEMBERS, PCPS AND DIRECT CARE STAFF AT THE FACILITIES WHERE PATIENTS ARE PHYSICALLY BASED ON A ROUTINE BASIS. THEY DO NOT SEE PATIENTS IN THE PRIMARY CARE OFFICES SO THEIR SOLE FOCUS IS TO TREAT AND COORDINATE TREATMENT OF APG PATIENTS WHO HAVE BEEN ADMITTED TO A POST-ACUTE CARE FACILITY WHILE COMMUNICATING DIRECTLY WITH AN APG PCP AND/OR SPECIALISTS DURING THEIR STAY AND UPON DISCHARGE BACK TO THE COMMUNITY. DURING THE FISCAL YEAR COVERED BY THIS RETURN, THE ECCP PROGRAM INCLUDED APPROXIMATELY 43,500 PATIENT VISITS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$6,899,276	ExpenseAmt
Revenue	$6,496,631	RevenueAmt
Desc	SPECIALTY CARE:APG/BILHPC NEUROLOGY SPECIALISTS LOCATED IN NEEDHAM, MASSACHUSETTS PROVIDE OFFICE BASED LOCAL COMMUNITY ACCESS TO SPECIALTY CARE. WHEN ADVANCED CARE IS NEEDED, PATIENTS ARE REFERRED TO THE BETH ISRAEL MEDICAL CENTER OR OTHER AFFILIATED BILH HOSPITAL. DURING THE FISCAL YEAR COVERED BY THIS RETURN, APG/BILHPC SPECIALISTS HAD APPROXIMATELY 2,900 PATIENT VISITS RELATED TO NEUROLOGY.IN ADDITION, APG/BILHPC PROVIDES SUPPORT SERVICES TO CERTAIN BILH EMPLOYED PHYSICIANS IN PLYMOUTH, MASSACHUSETTS AND NEWBURYPORT, MASSACHUSETTS AND THE OTHER COMMUNITIES SERVED BY BID-PLYMOUTH AND ANNA JAQUES HOSPITALS. THESE SERVICES SUPPORT THE PROVISION OF OFFICE BASED LOCAL COMMUNITY ACCESS TO SPECIALTY CARE IN THE AREAS OF SPINE, NEUROLOGY AND NEUROSURGERY, OBSTETRICS AND GYNECOLOGY, ENDOCRINOLOGY AND GERIATRICS. WHEN ADVANCED CARE IS NEEDED, PATIENTS ARE REFERRED TO THE BETH ISRAEL MEDICAL CENTER OR OTHER AFFILIATED BILH COMMUNITY HOSPITALS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$112,839,377	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	Yes (1)	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	85	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	816	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL DE SOCIO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6175740744	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	464 HILLSIDE AVE SUITE 304	AddressLine1Txt
City	NEEDHAM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02494	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
LEWIS MD STANLEY M
TRUSTEE (EX-OFFICIO)	1.00	62.00	Yes (X)	$0	$1,259,520	$57,347
LONGWORTH MD DAVID
TRUSTEE, PRESIDENT, BOARD CHAIR (EX-OFFICIO)	1.00	59.00	Yes (X)	$0	$1,246,711	$56,771	Yes (X)
SHORETT PETER
TRUSTEE (EX-OFFICIO)	1.00	56.00	Yes (X)	$0	$603,741	$39,398
JOHNSON MD MS FACP ELIZ
TRUSTEE AND CHIEF MEDICAL OFFICER, BILH PC	1.00	56.00	Yes (X)	$0	$522,996	$28,907
GALLAGHER DENIS W
TREASURER, TRUSTEE, EX OFFICIO	1.00	59.00	Yes (X)	$0	$468,180	$27,836	Yes (X)
DESOCIO MICHAEL
CFO	57.00	1.00		$0	$310,803	$51,020	Yes (X)
ARMSTRONG ESQ EMILY
CLERK AND ASST SECRETARY	1.00	57.00		$0	$201,107	$51,205	Yes (X)
KERNDL JOHN
ASST. TREASURER, EX OFFICIO	1.00	64.00		$0	$0	$0	Yes (X)
NGUYEN MD NICOLAS
ASSOC. CMO, SOUTHERN REGION - BILH PRIMARY CARE	1.00	55.00		$0	$428,221	$66,133		Yes (X)
MULROY MD RICHARD
PHYS, ORTHOPEDIC SURGERY	55.00			$867,266	$0	$47,367			Yes (X)
FRETER MD ROLF
PHYSICIAN, HEMATOLOGY/ONCOLOGY	55.00			$835,471	$0	$65,226			Yes (X)
FRANCIS MCCORMICK MD
PHYS, ORTHOPEDIC SURGERY	55.00			$646,634	$0	$37,706			Yes (X)
GLENN KEHLMANN MD
PHYSICIAN, INTERNAL MEDICINE	55.00			$626,956	$0	$52,285			Yes (X)
GEORGES ALMACARI MD
PHYS, ORTHOPEDIC SURGERY	55.00			$500,175	$0	$31,250			Yes (X)
HARRIS ROBERT
PHYSICIAN ASSISTANT	55.00			$251,274	$0	$3,716			Yes (X)
MCLELLAN PATRICIA
OBGYN PHYSICIAN	55.00			$183,621	$0	$31,122			Yes (X)
CONNOLLY BRIAN
COMPLIANCE ANALYST	55.00			$180,435	$0	$25,162			Yes (X)
GROVER DEBORAH
SENIOR DIRECTOR OF OPERATIONS	55.00			$186,683	$0	$13,009			Yes (X)
TARR JEREMY
DIRECTOR STRATEGIC ANALYTICS	55.00			$181,262	$0	$13,592			Yes (X)
CHRISTOFORO JOHN
FORMER PRESIDENT, SECRETARY, TRUSTEE	0.00	0.00		$0	$518,023	$29,052				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,459,777	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$5,559,302	TotReportableCompRltdOrgAmt
Total Other Compensation	$728,104	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
HARVARD MEDICAL FACULTY PHYSICIANS AT BI
375 LONGWOOD AVE	BOSTON	MA	02215	PHYSICIAN PAYROLL/FRINGE	$36,479,472
APHMFP
375 LONGWOOD AVENUE	BOSTON	MA	02215	PHYSICIAN PAYROLL/FRINGE	$13,000,169
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE	BOSTON	MA	02215	NON PHYSICIAN STAFF PAYROLL/FRINGE	$8,797,312
BETH ISRAEL LAHEY HEALTH
20 UNIVERSITY ROAD NO 700	CAMBRIDGE	MA	02138	NON PHYSICIAN STAFF	$8,516,916
CITIZENS BANK
ONE CITIZENS PLAZA	PROVIDENCE	RI	02903	FINANCIAL SERVICES	$3,472,582

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	51	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT CARE	$80,744,105	$80,744,105
SPECIALIST	$6,496,631	$6,496,631
SUBACUTE AND HOMECARE	$5,340,898	$5,340,898
RELATED RENT	$278,638	$278,638
BILLING FEE	$15,242		$15,242

Field	Value	IRS element (for citing)
Total Program Service Revenue	$92,875,514	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$277	TotalRevenueColumnAmt
Exclusion	$277	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$3,738	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$3,738	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
SIGNATURE ORTHOPEDICS	$5,228,622	$5,228,622
MSO REVENUE	$2,237,241	$2,237,241
SIGNATURE ONCOLOGY	$1,514,370	$1,514,370

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,000	TotalRevenueColumnAmt
Unrelated Business Revenue	$42,000	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$9,022,233	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$101,898,024	TotalRevenueColumnAmt
Related Or Exempt Func Income	$92,860,272	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$9,037,475	UnrelatedBusinessRevenueAmt
Exclusion	$277	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,459,777	TotalAmt
Program Services	$4,056,846	ProgramServicesAmt
Management And General	$402,931	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$76,662,550	TotalAmt
Program Services	$69,736,251	ProgramServicesAmt
Management And General	$6,926,299	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,600,817	TotalAmt
Program Services	$4,439,304	ProgramServicesAmt
Management And General	$161,513	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,708,708	TotalAmt
Program Services	$9,632,300	ProgramServicesAmt
Management And General	$1,076,408	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,890,637	TotalAmt
Program Services	$4,392,689	ProgramServicesAmt
Management And General	$497,948	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,418,838	TotalAmt
Program Services	$363,741	ProgramServicesAmt
Management And General	$1,055,097	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$374	TotalAmt
Management And General	$374	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$80,007	TotalAmt
Program Services	$74,808	ProgramServicesAmt
Management And General	$5,199	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$35,748	TotalAmt
Program Services	$32,753	ProgramServicesAmt
Management And General	$2,995	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,529,612	TotalAmt
Program Services	$1,996,944	ProgramServicesAmt
Management And General	$532,668	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$817,463	TotalAmt
Program Services	$817,463	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,443,895	TotalAmt
Program Services	$6,715,761	ProgramServicesAmt
Management And General	$728,134	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$72,034	TotalAmt
Program Services	$26,125	ProgramServicesAmt
Management And General	$45,909	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$103,776	TotalAmt
Program Services	$4,136	ProgramServicesAmt
Management And General	$99,640	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,413,070	TotalAmt
Program Services	$1,684,377	ProgramServicesAmt
Management And General	$728,693	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,571,542	TotalAmt
Program Services	$1,568,890	ProgramServicesAmt
Management And General	$2,652	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL DIRECTOR FEE	$5,810,335	$1,184,615	$4,625,720
MEDICAL AND PHARMACEUTI	$5,581,078	$5,552,474	$28,604
TRANSCRIPTION	$360,585	$360,585	$0
OTHER EXPENSES	$251,532	$199,315	$52,217

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$129,812,378	TotalAmt
Program Services	$112,839,377	ProgramServicesAmt
Management And General	$16,973,001	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$6,844,245	BOYAmt
EOY	$3,793,375	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$403,064	BOYAmt
EOY	$403,275	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,291,681	BOYAmt
EOY	$5,441,657	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$27,641,503	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$18,301,184	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$10,315,936	BOYAmt
EOY	$9,340,319	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,083,687	BOYAmt
EOY	$30,366,673	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$27,938,613	BOYAmt
EOY	$49,345,299	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$14,237,724	BOYAmt
EOY	$19,021,119	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$5,967,962	BOYAmt
EOY	$5,130,099	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,606,229	BOYAmt
EOY	$24,067,383	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$26,811,915	BOYAmt
EOY	$48,218,601	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,126,698	BOYAmt
EOY	$1,126,698	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,126,698	BOYAmt
EOY	$1,126,698	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$27,938,613	BOYAmt
EOY	$49,345,299	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$27,914,354	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$27,914,354	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$73,982,295	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$73,534,657	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$79,784,326	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$77,427,454	CurrentTaxYearMinus1YearAmt
Current Tax Year	$92,860,272	CurrentTaxYearAmt
Total	$397,589,004	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$73,982,295	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$73,534,657	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$79,784,326	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$77,427,454	CurrentTaxYearMinus1YearAmt
Current Tax Year	$92,860,272	CurrentTaxYearAmt
Total	$397,589,004	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$397,589,004	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$212,904	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$198,417	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$257,928	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$175,021	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,015	CurrentTaxYearAmt
Total	$848,285	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$212,904	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$198,417	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$257,928	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$175,021	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,015	CurrentTaxYearAmt
Total	$848,285	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$188,621	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$68,886	CurrentTaxYearMinus3YearsAmt
Total	$257,507	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$74,383,820	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$73,801,960	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$80,042,254	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$77,602,475	CurrentTaxYearMinus1YearAmt
Current Tax Year	$92,864,287	CurrentTaxYearAmt
Total	$398,694,796	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99720	PublicSupportCY509Pct
Public Support PY509	0.99590	PublicSupportPY509Pct
Investment Income CY	0.00210	InvestmentIncomeCYPct
Investment Income PY	0.00270	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2016 AMOUNT: $ 188,621. 2017 AMOUNT: $ 68,886.	ExplanationTxt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Total Lobbying Expenditures	$0	TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	DESCRIPTION OF LOBBYING ACTIVITIES MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP DOES NOT ENGAGE IN ANY DIRECT LOBBYING EFFORTS. HOWEVER, APG MAY PAY DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. IN ADDITION, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), APG'S SOLE MEMBER, ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. TOTAL LOBBYING EXPENDITURES WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.	ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,157,227	OtherCostOrOtherBasisAmt
Depreciation	$6,505,761	DepreciationAmt
Book Value	$6,651,466	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,484,276	OtherCostOrOtherBasisAmt
Depreciation	$11,795,423	DepreciationAmt
Book Value	$2,688,853	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$9,340,319	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
RIGHT TO USE ASSETS	$24,568,412
DUE FROM SIGNATURE HEALTHCARE	$1,434,090
RISK CONTRACT ACCRUED REVENUE	$1,150,012
DUE FROM AFFILIATES	$941,499
PREPAID EXPENSES	$1,003,683
OTHER ACCOUNTS RECEIVABLE	$1,018,070
OTHER CURRENT ASSETS	$250,907

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$30,366,673	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
OPERATING LEASE OBLIGATION LT	$19,536,015
DUE TO HMFP	$1,867,166
DUE TO BIDMC	$1,738,538
ACCRUED MALPRACTICE	$887,610
OTHER ACCRUED EXPENSES	$38,054

Field	Value	IRS element (for citing)
Total Liability	$24,067,383	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$6,971,280,000	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$6,869,378,000	OtherRevenueAmt
Revenue Not Reported	$6,869,378,000	RevenueNotReportedAmt
Revenue Subtotal	$101,902,000	RevenueSubtotalAmt
Other Revenues Not Included	-$3,976	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$3,976	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$101,898,024	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,619,235,000	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$6,489,422,622	OtherExpensesIncludedAmt
Expenses Not Reported	$6,489,422,622	ExpensesNotReportedAmt
Expenses Subtotal	$129,812,378	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$129,812,378	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN 2021 AND 2020, RESPECTIVELY.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,869,378,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	ROUNDING -238. RENTAL EXPENSES -3,738.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,489,418,884. RENTAL EXPENSES 3,738.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEWIS MD STANLEY M
TRUSTEE (EX-OFFICIO)	$0	$672,046	$0	$462,723	$0	$124,751	$0	$22,817	$0	$34,530	$0	$1,316,867	$0	$0
LONGWORTH MD DAVID
TRUSTEE, PRESIDENT, BOARD CHAIR (EX-	$0	$760,831	$0	$380,964	$0	$104,916	$0	$37,326	$0	$19,445	$0	$1,303,482	$0	$0
MULROY MD RICHARD
PHYS, ORTHOPEDIC SURGERY	$764,522	$0	$99,000	$0	$3,744	$0	$28,500	$0	$18,867	$0	$914,633	$0	$0	$0
FRETER MD ROLF
PHYSICIAN, HEMATOLOGY/ONCOLOGY	$715,941	$0	$112,985	$0	$6,545	$0	$28,500	$0	$36,726	$0	$900,697	$0	$0	$0
FRANCIS MCCORMICK MD
PHYS, ORTHOPEDIC SURGERY	$614,657	$0	$25,617	$0	$6,360	$0	$28,500	$0	$9,206	$0	$684,340	$0	$0	$0
GLENN KEHLMANN MD
PHYSICIAN, INTERNAL MEDICINE	$619,801	$0	$1,200	$0	$5,955	$0	$34,200	$0	$18,085	$0	$679,241	$0	$0	$0
SHORETT PETER
TRUSTEE (EX-OFFICIO)	$0	$444,467	$0	$146,044	$0	$13,230	$0	$0	$0	$39,398	$0	$643,139	$0	$0
JOHNSON MD MS FACP ELIZ
TRUSTEE AND CHIEF MEDICAL OFFICER, B	$0	$372,811	$0	$72,261	$0	$77,924	$0	$0	$0	$28,907	$0	$551,903	$0	$0
CHRISTOFORO JOHN
FORMER PRESIDENT, SECRETARY, TRUSTEE	$0	$361,219	$0	$0	$0	$156,804	$0	$15,670	$0	$13,382	$0	$547,075	$0	$0
GEORGES ALMACARI MD
PHYS, ORTHOPEDIC SURGERY	$439,095	$0	$55,841	$0	$5,239	$0	$28,500	$0	$2,750	$0	$531,425	$0	$0	$0
GALLAGHER DENIS W
TREASURER, TRUSTEE, EX OFFICIO	$0	$410,546	$0	$52,540	$0	$5,094	$0	$0	$0	$27,836	$0	$496,016	$0	$0
NGUYEN MD NICOLAS
ASSOC. CMO, SOUTHERN REGION - BILH P	$0	$406,070	$0	$17,207	$0	$4,944	$0	$34,200	$0	$31,933	$0	$494,354	$0	$0
DESOCIO MICHAEL
CFO	$0	$267,490	$0	$39,086	$0	$4,227	$0	$31,824	$0	$19,196	$0	$361,823	$0	$0
HARRIS ROBERT
PHYSICIAN ASSISTANT	$154,808	$0	$95,927	$0	$539	$0	$3,716	$0	$0	$0	$254,990	$0	$0	$0
ARMSTRONG ESQ EMILY
CLERK AND ASST SECRETARY	$0	$200,917	$0	$0	$0	$190	$0	$17,304	$0	$33,901	$0	$252,312	$0	$0
MCLELLAN PATRICIA
OBGYN PHYSICIAN	$182,158	$0	$0	$0	$1,463	$0	$3,062	$0	$28,060	$0	$214,743	$0	$0	$0
CONNOLLY BRIAN
COMPLIANCE ANALYST	$177,647	$0	$887	$0	$1,901	$0	$4,363	$0	$20,799	$0	$205,597	$0	$0	$0
GROVER DEBORAH
SENIOR DIRECTOR OF OPERATIONS	$172,385	$0	$12,875	$0	$1,423	$0	$2,817	$0	$10,192	$0	$199,692	$0	$0	$0
TARR JEREMY
DIRECTOR STRATEGIC ANALYTICS	$179,897	$0	$0	$0	$1,365	$0	$3,951	$0	$9,641	$0	$194,854	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J FOOTNOTES

SCHEDULE J, PART I LINE 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS NOTED THROUGHOUT THIS FILING, FOR THE PERIOD COVERED BY THIS FILING BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS THE SOLE MEMBER OF MCB. AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, AND AS NOTED ABOVE, THE COMPENSATION DETAIL INCLUDED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021 IS CALENDAR YEAR 2020 DETAIL. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J, PART I, LINE 4B, NON-QUALIFIED PLANS DURING THE 2020 CALENDAR YEAR, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM WHICH IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN AND PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS AND RELATED TO THIS PLAN ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J, PART I, LINE 7, NON-FIXED PAYMENTS DURING THE 2020 CALENDAR YEAR, THE FILING ORGANIZATION MAINTAINS EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED BY THE COMPENSATION COMMITTEE WHICH WAS FULLY STAFFED BY INDEPENDENT MEMBERS. ADDITIONAL EXPLANATORY NOTES: 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 AND WAS PAID FOR POSITIONS HELD DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. AS REQUIRED BY FORM 990, COMPENSATION REPORTED FOR THIS FISCAL YEAR IS CALENDAR YEAR 2020 COMPENSATION. COMPENSATION REPORTED FOR INDIVIDUALS MAY REFLECT AN ALLOCATION OF COMPENSATION PAID BY ENTITIES RELATED TO THE FILING ORGANIZATION AND WITHIN THE BETH ISRAEL LAHEY HEALTH NETWORK OR OTHER ENTITIES, AS REQUIRED. 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 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: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS 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 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THESE 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 ALL DIRECTORS SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR, AS DENOTED BY THE LISTED TITLES. COMPLETE TITLES AND ADDITIONAL EXPLANATORY INFORMATION FOR OFFICERS, DIRECTOR/TRUSTEES, KEY EMPLOYEES AND THE ENTITIES FIVE HIGHEST PAID EMPLOYEES OTHER THAN ODTKH ARE LISTED BELOW ALPHABETICALLY: ARMSTRONG, ESQ., EMILY ASSISTANT VICE PRESIDENT AND ASSISTANT DEPUTY GENERAL COUNSEL- BETH ISRAEL LAHEY HEALTH CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. ASSISTANT CLERK BETH ISRAEL DEACONESS MEDICAL CENTER CLERK AND ASSISTANT SECRETARY MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP CLERK (EX OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. MS. ARMSTRONG'S TERM AS CLERK AND ASSISTANT SECRETARY OF BETH ISRAEL DEACONESS MEDICAL CENTER BEGAN ON OCTOBER 1, 2020. CHRISTOFORO, JOHN FORMER TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP FORMER BILH PRIMARY CARE NETWORK INTEGRATION LEAD- BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. OTHER REPORTABLE COMPENSATION FOR MR. CHRISTOFORO INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $138,447, OF WHICH $114,229 WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION. DESOCIO, MICHAEL CHIEF FINANCIAL OFFICER - BETH ISRAEL HEALTH PRIMARY CARE NETWORK AND BETH ISRAEL LAHEY HEALTH PRIMARY CARE CHIEF FINANCIAL OFFICER MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC TRUSTEE - LAHEY CLINICAL PERFORMANCE NETWORK, LLC CHIEF FINANCIAL OFFICER, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NORTHEAST MEDICAL PRACTICE INC. GALLAGHER, DENIS W. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC TRUSTEE (EX-OFFICIO); TREASURER (EX-OFFICIO), PRESIDENT - BETH ISRAEL LAHEY HEALTH PRIMARY CARE PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE: LAHEY CLINIC HOSPITAL, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE : LAHEY CLINIC, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE: NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO), TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP OTHER REPORTABLE COMPENSATION FOR MR. GALLAGHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $6,773. JOHNSON, M.D. M.S. ELIZABETH H. CHIEF MEDICAL OFFICER BETH ISRAEL LAHEY HEALTH PRIMARY CARE AND BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK TERM AS CHIEF MEDICAL OFFICER FOR BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK ENDED DECEMBER 31, 2021 TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. OTHER REPORTABLE COMPENSATION FOR DR. JOHNSON INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $14,119. KERNDL, JOHN UNLESS OTHERWISE NOTED BELOW, MR. KERNDL HELD THE FOLLOWING POSITIONS BEGINNING APRIL 5, 2021 THROUGH SEPTEMBER 30, 2021: EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE AND TREASURER CAB HEALTH & RECOVERY SERVICES, INC. TREASURER (EX-OFFICIO) COMMUNITY PHYSICIAN ASSOCIATES, INC. TREASURER CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. TRUSTEE AND TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEM, INC. TREASURER (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE AND TREASURER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC.

SCHEDULE J FOOTNOTES CONTD.

TREASURER (EX-OFFICIO) MOUNT AUBURN HOSPITAL ASSISTANT TREASURER (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TREASURER BID MILTON PHYSICIAN ASSOCIATES, INC. TREASURER (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. TREASURER (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. TRUSTEE AND TREASURER (EX-OFFICIO) SEACOAST NURSING AND REHABILITATION CENTER, INC. TREASURER (EX-OFFICIO) WINCHESTER HEALTHCARE MANAGEMENT, INC. TREASURER (EX-OFFICIO) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) WINCHESTER HOSPITAL FOUNDATION, INC. TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TREASURER (EX-OFFICIO) ANNA JAQUES HOSPITAL TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITALMILTON, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITALNEEDHAM, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITALPLYMOUTH, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. MANAGING DIRECTOR AND TRUSTEE- BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC MANAGING DIRECTOR AND TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC TREASURER (EX-OFFICIO) LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC TREASURER (EX-OFFICIO) LAHEY CLINICAL PERFORMANCE NETWORK, LLC ASSISTANT TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. AS MENTIONED ABOVE MR. KERNDL SERVED IN THE POSITIONS DETAILED ABOVE BEGINNING ON APRIL 5, 2021. ACCORDINGLY, SINCE COMPENSATION IS REQUIRED TO BE REPORTED IN THIS FORM 990 FOR CALENDAR YEAR 2020 AND MR. KERNDL RECEIVED NO COMPENSATION FROM BETH ISRAEL LAHEY HEALTH OR ITS AFFILIATES DURING CALENDAR YEAR 2020, NO COMPENSATION IS REPORTED IN THIS FILING. LEWIS, M.D., STANLEY M. CHIEF STRATEGY OFFICER - BETH ISRAEL LAHEY HEALTH DR. LEWIS RETIRED FROM HIS POSITION HELD AT BILH AS WELL AS THE POSITIONS DESCRIBED BELOW ON JUNE 30, 2021. UNLESS NOTED BELOW, DR. LEWIS HELD EACH POSITION THROUGH HIS DATE OF RETIREMENT. MANAGING DIRECTOR BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC O POSITION STARTED JULY 1, 2021 MANAGING DIRECTOR BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC O REMAINED IN THIS POSITION AFTER RETIREMENT. TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE INC. TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - MOUNT AUBURN HOSPITAL ASSOCIATE PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. LEWIS SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2021 AND, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 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 DR. LEWIS INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $94,332. INCENTIVE COMPENSATION FOR DR. LEWIS INCLUDES $225,000 WHICH WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION. LONGWORTH, M.D., DAVID DR. LONGWORTH HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. CHAIR BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK, PRESIDENT AND TRUSTEE (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. PRESIDENT AND TRUSTEE (EX-OFFICIO) LAHEY CLINIC, INC. PRESIDENT AND TRUSTEE (EX-OFFICIO) LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT (EX-OFFICIO); BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TRUSTEE (EX-OFFICIO), PRESIDENT (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP DIRECTOR WINCHESTER PHYSICIAN ASSOCIATES, INC O DR. LONGWORTH SAT ON THE WINCHESTER PHYSICIAN ASSOCIATES BOARD THROUGH OCTOBER 31, 2020.. MANAGING DIRECTOR, CO-CHAIR - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC AS REQUIRED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR DR. LONGWORTH INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $102,529. NGUYEN, M.D. NICOLAS ASSOCIATE CHIEF MEDICAL OFFICER, SOUTHERN REGION, BILH PRIMARY CARE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP SHORETT, PETER CHIEF INTEGRATION AND STRATEGY OFFICER BETH ISRAEL LAHEY HEALTH TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. MR. SHORETT'S TERM ON THE MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION'S BOARD BEGAN ON JULY 1, 2021. OTHER REPORTABLE COMPENSATION FOR MR. SHORETT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $11,659.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MDFA - SERIES 2019K
A	043431814	57584YTK5	2019-07-31	$211,922,775	SEE PART VI	0	0	0
MDFA - SERIES 2018J-1 J-2
B	043431814	57584YJW0	2018-06-13	$479,594,374	SEE PART VI	0	0	0
MDFA - SERIES 2016I
C	043431814	57584XMT5	2016-05-12	$257,611,877	SEE PART VI	0	0	0
MDFA - LAHEY SERIES F
D	042323457	NONEXXXXX	2015-10-21	$262,828,878	SEE PART VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt	Capitalized InterestCapitalizedInterestAmt
A	$13,740,000	$211,922,775	$2,931,137	$208,991,638	2019	0	0	0	Yes (1)
B	$7,900,000	$504,219,379	$4,594,374			0	0	0	Yes (1)	$378,819,077	$120,805,928
C	$38,265,000	$257,618,370	$2,515,889	$236,095,988	2016	0	Yes (1)	Yes (1)	Yes (1)	$19,006,493
D	$28,000,000	$262,953,908	$3,129,474	$160,202,232	2021	Yes (1)	Yes (1)	Yes (1)	Yes (1)	$94,764,737		$4,857,465

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd
A	Yes (1)	Yes (1)	Yes (1)	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	0	Yes (1)
D	0	0		0	0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	Yes (1)	0	Yes (1)
C	0	Yes (1)	Yes (1)
D	0	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
BOND A, ENTITY 1:	PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW A, COLUMN F: THE ISSUE REFUNDED ISSUES DATED 06/09/2008, 11/30/2005, 6/16/2003, AND 6/4/1998.
BOND B, ENTITY 1:	PART I, ROW B, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $24,625,005 OF INVESTMENT EARNINGS.
BOND C, ENTITY 1:	PART I, ROW C, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN C, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021.
BOND D, ENTITY 1:	PART I, ROW D, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $123,904 OF INVESTMENT EARNINGS. PART III, COLUMN D, LINE 9: THE MEMBERS OF THE LAHEY HEALTH SYSTEM OBLIGATED GROUP WERE LAHEY CLINIC FOUNDATION (LCF), INC., LAHEY CLINIC HOSPITAL, INC. (LCH) AND LAHEY CLINIC, INC. (LCI). ON MARCH 1, 2019, LAHEY HEALTH SYSTEM MERGED INTO LCF, AND PURSUANT TO A PLAN OF MERGER BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF LCF. LCF, IN TURN, SERVES AS THE SOLE MEMBER OF LCH AND LCI. IN JUNE 2020, THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP WAS CREATED AND THE MEMBERS OF THE LAHEY OBLIGATED GROUP ARE CURRENTLY MEMBERS OF THE BILH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH LCF, LCH AND LCI HAVE NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, THESE THREE ENTITIES FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. PART IV, COLUMN D, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021.
BOND A, ENTITY 2:	PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/03/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019.
BOND B, ENTITY 2:	PART I, ROW B, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE CONSTRUCTION & EQUIPPING OF A POWER PLANT AND ACQUISITION OF CAPITAL ASSETS. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE REFUND ISSUE DATED 02/11/1998. PART III, COLUMN B, LINE 9: THE MEMBERS OF THE LAHEY HEALTH SYSTEM OBLIGATED GROUP WERE LAHEY CLINIC FOUNDATION (LCF), INC., LAHEY CLINIC HOSPITAL, INC. (LCH) AND LAHEY CLINIC, INC. (LCI). ON MARCH 1, 2019, LAHEY HEALTH SYSTEM MERGED INTO LCF, AND PURSUANT TO A PLAN OF MERGER BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF LCF. LCF, IN TURN, SERVES AS THE SOLE MEMBER OF LCH AND LCI. IN JUNE 2020, THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP WAS CREATED AND THE MEMBERS OF THE LAHEY OBLIGATED GROUP ARE CURRENTLY MEMBERS OF THE BILH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH LCF, LCH AND LCI HAVE NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, THESE THREE ENTITIES FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. PART V, COLUMN B: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19.
BOND C, ENTITY 2:	PART I, ROW C, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART II, COLUMN C, LINE 11: 8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER BEING REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW. PART III, COLUMN C: BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART III AS BOTH ISSUE WERE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002.
BOND D, ENTITY 2:	PART I, ROW D, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART II, COLUMN D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART III, COLUMN D: BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART ILL AS BOTH ISSUE WERE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002.
BOND A, ENTITY 3:	PART I, ROW A, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW A, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART III, COLUMN D, LINE 9: WINCHESTER HOSPITAL (WINCHESTER) IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH WINCHESTER HAS NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, WINCHESTER FOLLOWS THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. PART IV, ROW 2C, COLUMN A: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MDFA - SERIES 2015 H-1
A	043431814	57584XDH1	2015-09-02	$203,702,204	SEE PART VI	0	0	0
MDFA - LAHEY SERIES E
B	043431814	NONEXXXXX	2013-03-07	$130,000,000	POWER PLANT & CAPITAL ACQUISITION	0	0	0
MDFA - SERIES 2012G
C	043431814	NONEXXXXX	2012-07-11	$49,910,000	REFUND ISSUE DATED 02/11/1998	0	0	0
MDFA - SERIES 2011 F-1 F-2 F-3
D	043431814	NONEXXXXX	2011-09-15	$120,280,000	REFUND ISSUE DATED 02/11/1998	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$57,565,000	$203,702,204	$2,348,479	$201,353,725	2015	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	$103,365,000	$130,050,301	$500,000		2015	0	0	Yes (1)	Yes (1)	$129,550,301
C		$49,910,000	$368,094	$49,541,906	2012	Yes (1)	0	Yes (1)	Yes (1)
D	$105,250,000	$120,280,000	$290,672	$119,989,328	2011	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	0.00100	0.00100	Yes (1)
B	0	0		0.00000	0.00000	0
C	Yes (1)	0		0.00000	0.00000	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)
D	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MHEFA - WINCHESTER SERIES F	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	042456011	BondIssuerEIN
CUSIP	57586CDD4	CUSIPNum
Bond Issued	2004-07-08	BondIssuedDt
Issue Price	$30,340,000	IssuePriceAmt
Purpose	SERIAL BOND SERIES F - ADV REFUND	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$5,510,000	RetiredAmt
Total Proceeds	$30,340,000	TotalProceedsAmt
Issuance Costs From Proceeds	$412,448	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$29,927,552	OtherSpentProceedsAmt
Substantial Completion	2004	SubstantialCompletionYr
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	Yes (1)	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	0	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	Yes (1)	NoRebateDueInd
Variable Rate Issue	Yes (1)	VariableRateIssueInd
Hedge Identified In Bks And Rec	Yes (1)	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	MORGAN STANLEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Term Of Hedge	20.000000000000	TermOfHedgePct
Superintegrated Hedge	0	SuperintegratedHedgeInd
Hedge Terminated	0	HedgeTerminatedInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE 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 HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS 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. FOR THIS SAME PERIOD 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. 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 4	SUMMARY OF CHANGES: THE BY-LAWS OF MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP WERE AMENDED DURING THE FISCAL PERIOD COVERED BY THIS FILING. THE CHANGES TO THE BY-LAWS WERE: UPDATES PURPOSES TO INCLUDE REQUIREMENTS FROM ASSURANCE OF DISCONTINUANCE. CHANGES MEMBER FROM BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TO BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. CHANGES BOARD COMPOSITION AND OFFICERS TO MIRROR THOSE OF ITS NEW SOLE CORPORATE MEMBER, BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. CREATES A MANDATORY PHYSICIAN ADVISORY COMMITTEE
FORM 990, PART VI, SECTION A, LINE 6	EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, THE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP.
FORM 990, PART VI, SECTION A, LINE 7A	FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER SERVED AS SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP. BIDMC DID NOT HAVE THE AUTHORIZATION TO APPOINT MEMBERS OF THE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP BOARD OF DIRECTORS, HOWEVER, BIDMC DID HAVE THE RIGHT TO APPROVE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	FOR THE PERIOD COVERED BY THIS FILING, THE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP'S BYLAWS: - THE POWER AND AUTHORITY TO APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP AS WELL AS THE POWER TO APPROVE THE OVERALL STRATEGIC AND FINANCIAL PLANS FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS OF THE MEMBER. IN ADDITION, UNDER CERTAIN CIRCUMSTANCES THE MEMBER ALSO APPROVES ANNUAL OPERATING BUDGET VARIANCES OF OVER $500,000 PER FISCAL YEAR; - TO APPROVE ANY CAPITAL EXPENDITURE NOT REFLECTED IN AN APPROVED CAPITAL BUDGET PROVIDED THAT THE PRESIDENT MAY APPROVE CAPITAL EXPENDITURES NOT REFLECTED IN AN APPROVED CAPITAL BUDGET TO THE EXTENT (IF ANY) APPROVED BY THE MEMBER PURSUANT TO A STANDING AUTHORIZATION AS REFLECTED IN A BOARD RESOLUTION ADOPTED BY THE MEMBER; - TO APPROVE THE BORROWING OF, OR INCURRENCE OF DEBT IN, ANY AMOUNT OTHER THAN (A) FOR PURPOSES OF SECURING WORKING CAPITAL FROM A LENDER WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER AND PURSUANT TO THEN EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER, AND (B) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS ANTICIPATED IN AND CONSISTENT WITH THE ANNUAL OPERATING BUDGET OR A CAPITAL BUDGET WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER FOR THE YEAR IN WHICH INCURRED; - TO SELECT IN CONSULTATION WITH THE AUDIT, COMPLIANCE AND RISK COMMITTEE OF THE AUDIT, COMPLIANCE AND RISK OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP, AN INDEPENDENT AUDITOR TO EXAMINE THE FINANCIAL ACCOUNTS OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP; - TO APPROVE THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO OF ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENT BY MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP; - TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP OR ANY SUBSIDIARY, OR THE SALE, LEASE, TRANSFER, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP OR ANY SUBSIDIARY; - TO APPROVE THE ELECTION OF ELECTED DIRECTORS, THE APPOINTMENT OF THE PRESIDENT OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP, THE REMOVAL OF ANY ELECTED DIRECTOR OR THE PRESIDENT OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP, AND THE FILLING OF VACANCIES IN BOARD SEATS HELD BY ELECTED DIRECTORS OR IN THE OFFICE OF PRESIDENT; - TO APPROVE THE APPOINTMENT OR REMOVAL OF THE MANAGED CARE CONTRACTING ORGANIZATION FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP, CONTRACTS INCLUDING MATERIAL EXCLUSIVITY OR NON-COMPETITION PROVISIONS, AND ANY MULTI-YEAR CONTRACT WITH AN ANNUAL BUDGET IMPACT OF $500,000 OR MORE, SHALL BE SUBJECT TO APPROVAL BY THE MEMBER. THE MEMBER IS ALSO AUTHORIZED TO ACT AS MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP'S NON-EXCLUSIVE AGENT AND ATTORNEY-IN-FACT FOR PURPOSES OF NEGOTIATING AND EXECUTING MANAGED CARE CONTRACTS; - TO TAKE ACTION TO CAUSE ASSETS OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TO BE TRANSFERRED, OTHER THAN IN THE ORDINARY COURSE OF CONDUCT OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S BUSINESS, TO THE MEMBER TO ADVANCE THE CHARITABLE PURPOSES OF THE MEMBER OR OF AN AFFILIATE OF THE MEMBER; AND, - OTHER POWERS AND RIGHTS AS VESTED BY LAW.
FORM 990, PART VI, SECTION B, LINE 11B	AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF LAHEY HEALTH SHARED SERVICES (LHSS), WHICH IS IN TURN, THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP. THIS FORM 990 IS PREPARED IN CONJUNCTION WITH THE LHSS FINANCE STAFF. IN ADDITION, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND DEPARTMENTS WITHIN BILH, MEDICAL CARE OF BOSTON MANAGEMENT CORP AND OTHER AFFILIATES TO ENSURE THAT OTHER FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS MAY INCLUDE: FINANCIAL ASSISTANCE AND REIMBURSEMENT, COMPLIANCE, GRADUATE MEDICAL EDUCATION, LEGAL, COMMUNITY BENEFITS, GOVERNANCE, DEVELOPMENT, HUMAN RESOURCES AND PAYROLL, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. THE TAX RETURNS REVIEWED BY THE BILH EXECUTIVE DIRECTOR, TAXATION MEDICAL CARE OF BOSTON MANAGEMENT CORP'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP.
FORM 990, PART VI, SECTION B, LINE 12C	MEDICAL CARE OF BOSTON MANAGEMENT CORP IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM OF AFFILIATES. ALL ENTITIES IN THE BILH NETWORK ADHERE TO THE BILH CONFLICT OF INTEREST POLICY AND MAINTAIN A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY AT THE ENTITY LEVEL. PURSUANT TO THESE POLICIES, ALL OF MEDICAL CARE OF BOSTON MANAGEMENT CORP OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS AND AFFILIATIONS MAINTAINED BY OFFICERS, TRUSTEES, 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 CONFLICT OF INTEREST AND TAX QUESTIONNAIRE PROCESS ANNUALLY. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES. DISCLOSURES FOR BILH EXECUTIVES AND KEY EMPLOYEES ARE ASSIGNED APPROPRIATE FOLLOW-UP ACTION IN ACCORDANCE WITH THE BILH POLICY. A SUMMARY OF POSITIVE RESPONSES OF MEDICAL CARE OF BOSTON MANAGEMENT CORP IS PROVIDED TO THE MEDICAL CARE OF BOSTON MANAGEMENT CORP 'S COMPLIANCE OFFICER FOR REVIEW FINAL DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICIES IS SUBJECT TO ONGOING REVIEW BY MEDICAL CARE OF BOSTON MANAGEMENT CORP AS WELL AS THE BILH INTEGRITY AND COMPLIANCE OFFICE. PURSUANT TO THE BILH CONFLICT OF INTEREST POLICY, 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 CONFLICT OF INTEREST PROCESS OUTLINE ABOVE IS JOINTLY ISSUED BY THE BILH TAX DEPARTMENT, TO ENSURE THAT THE QUESTIONNAIRE IS DISTRIBUTED TO ALL CURRENT AND FORMER MEMBERS OF THE MEDICAL CARE OF BOSTON MANAGEMENT CORP BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP 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	DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATIONS CEO AND OTHER OFFICERS AND KEY EMPLOYEES FOR THE PERIOD COVERED BY THIS FILING MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG) MAINTAINED A COMPENSATION COMMITTEE COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. THE CHAIR AND THE MAJORITY OF ITS MEMBERS WERE INDEPENDENT. THE APG COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CHIEF EXECUTIVE OFFICER (CEO), CHIEF FINANCIAL OFFICER (CFO) AND CHIEF OPERATING OFFICER (COO). BIDMC IS THE SOLE MEMBER OF APG AND THE BIDMC SENIOR VICE PRESIDENT OF HUMAN RESOURCES SUPPORTED THE APG COMPENSATION COMMITTEE IN RETAINING COUNSEL TO PROVIDE COMPARABILITY DATA RELATED TO THIS PROCESS. THE APG COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON BI-ANNUAL WRITTEN COMPENSATION SURVEYS/STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. APG REVIEWS INDUSTRY TRENDS WITH THE CONSULTANT IN THE INTERVENING YEARS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. TO ENSURE INDEPENDENCE, NO APG STAFF THAT MIGHT PROVIDE ADMINISTRATIVE SUPPORT TO THIS COMMITTEE WAS PRESENT FOR THESE DISCUSSIONS. THE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS FOR THE CFO AND COO AND THE COMPENSATION PACKAGE FOR THE CEO WAS SUBMITTED TO THE FULL APG BOARD OF DIRECTORS FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. IN ADDITION, AS NOTED THROUGHOUT THIS NARRATIVE SUPPORT TO THE FORM 990, BIDMC IS THE SOLE MEMBER OF APG AND THE BIDMC COMPENSATION COMMITTEE REVIEWED THE COMPENSATION OF THE APG CEO AND THE INFORMATION IS REPORTED TO THE FULL BIDMC BOARD OF DIRECTORS. THE APG CHIEF MEDICAL OFFICER (CMO) WAS EMPLOYED BY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP). AS NOTED PREVIOUSLY IN THIS RETURN, THE MEDICAL CENTER IS THE SOLE MEMBER OF APG AND HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER, AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER AND APG ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THE PERIOD COVERED BY THIS FILING APG HAD IMPLEMENTED AN INCENTIVE COMPENSATION PROGRAM FOR THE APG CMO BASED ON INDEPENDENT GOALS AND OBJECTIVES. THE APG COMPENSATION COMMITTEE APPROVED THE INCENTIVE PAYMENT. IN ADDITION, THE CMO'S OVERALL COMPENSATION PACKAGE IS SUBJECT TO THE POLICIES AND PROCEDURES OF THE HMFP COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19	MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215
FORM 990, PART XI, LINE 9:	TRANSFER FROM AFFILIATES 27,914,354.
FORM 990, PART XII, LINE 1:	FALSE
FORM 990, PART XII, LINE 2C:	ON MARCH 1, 2020, LAHEY HEALTH SYSTEM INCLUDING THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, THE BETH ISRAEL DEACONESS SYSTEM INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS ENTITIES FOR WHICH THESE LISTED ORGANIZATIONS SERVE AS SOLE MEMBER AND ADDITIONAL AFFILIATES CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). AS A NEWLY CREATED HEALTHCARE SYSTEM, BILH ENGAGED KPMG TO PERFORM A FINANCIAL AUDIT OF THE SYSTEM. THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2021. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND ITS AFFILIATES.
PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:	MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP IS A NETWORK OF COMMUNITY BASED PHYSICIANS AFFILIATED WITH BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER OR BIDMC) IN BOSTON, MASSACHUSETTS, BETH ISRAEL LAHEY HOSPITAL - NEEDHAM, BETH ISRAEL LAHEY HOSPITAL - MILTON, BETH ISRAEL LAHEY HOSPITAL - PLYMOUTH AND BETH ISRAEL LAHEY HOSPITAL - ANNA JAQUES IN NEEDHAM, MILTON, PLYMOUTH AND NEWBURYPORT MASSACHUSETTS, RESPECTIVELY. APG IS DEDICATED TO PROVIDING HIGH - QUALITY, CUTTING - EDGE CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK. IN ADDITION, APG PROVIDES MANAGEMENT AND SUPPORT SERVICES TO ITS NETWORK OF COMMUNITY BASED PHYSICIANS.
PART III, LINE 1- DESCRIPTION OF ORGANIZATION'S MISSION	MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP (APG/BILHPC) IS A NETWORK OF COMMUNITY BASED PHYSICIANS AFFILIATED WITH BETH ISRAEL LAHEY HEALTH (BILH) AND ITS HOSPITALS INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER OR BIDMC), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH AND ANNA JAQUES HOSPITAL. THESE HOSPITALS ARE LOCATED IN BOSTON, NEEDHAM, MILTON, PLYMOUTH AND NEWBURYPORT MASSACHUSETTS, RESPECTIVELY. APG/BILHPC IS DEDICATED TO PROVIDING HIGH - QUALITY, CUTTING - EDGE CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK. IN ADDITION, APG/BILHPC PROVIDES MANAGEMENT AND SUPPORT SERVICES TO ITS NETWORK OF COMMUNITY BASED PHYSICIANS. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. BILH SERVES AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, THE LAHEY CLINIC FOUNDATION (WHICH IN TURN SERVES AS THE SOLE MEMBER OF THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER), LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS THE BILH PHARMACY. EACH OF THESE ENTITIES, MAY IN TURN, SERVE AS SOLE MEMBER OF OTHER SYSTEM AFFILIATES.
FORM 990 PART III, LINE 4A:	"IN ADDITION TO THE PROGRAM SERVICE ACCOMPLISHMENTS NOTED ABOVE, THE BILH NETWORK HAD SIGNIFICANT ACTIVITIES ACROSS ENTITIES RELATED TO BOTH BEHAVIORAL HEALTH AND ITS RESPONSE TO THE ONGOING COVID-19 PANDEMIC. DETAILS ON BOTH ARE BELOW." BILH BEHAVIORAL HEALTH SERVICES THE BETH ISRAEL LAHEY HEALTH NETWORK (BILH) IS COMMITTED TO THE BEHAVIORAL HEALTH NEEDS OF THE PATIENTS AND COMMUNITIES SERVICED. BELOW ARE SOME OF ACTIVITIES THAT BILH BEHAVIORAL SERVICES (BILHBS) HAS PROVIDED TO THE PATIENTS AND COMMUNITIES SERVED BY BILH AND ITS AFFILIATED ENTITIES. BILHBS (WHICH INCLUDES THE ACTIVITIES OF BILH'S TAX-EXEMPT AFFILIATE NORTHEAST BEHAVIORAL HEALTH CORP) IS THE LARGEST NETWORK OF MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES IN EASTERN MASSACHUSETTS. BILHBS' NETWORK OF BEHAVIORAL HEALTH CARE INCLUDES SERVICES FOR CHILDREN AND ADULTS RANGING FROM INPATIENT TREATMENT TO COMMUNITY-BASED PROGRAMS. SERVICES INCLUDE: INPATIENT PSYCHIATRIC AND DETOXIFICATION TREATMENT; EMERGENCY PSYCHIATRIC AND MOBILE EMERGENCY SERVICES TEAMS; OUTPATIENT MENTAL HEALTH AND ADDICTION TREATMENT; INDIVIDUAL/COUPLE/FAMILY THERAPY; MEDICATION ASSISTED TREATMENT PROGRAMS FOR PERSONS WITH OPIOID USE DISORDERS; AND SCHOOL-BASED AND HOME-BASED COUNSELING FOR YOUTH AND THEIR FAMILIES. SINCE THE CREATION OF BILH IN MARCH 2019, BILH HAS INVESTED SIGNIFICANTLY IN IMPROVING ACCESS TO BEHAVIORAL HEALTH CARE THROUGH A SYSTEM-WIDE APPROACH TO CARE DELIVERY. FIRST, IT HAS MADE A MULTI-YEAR COMMITMENT TO PROVIDE BEHAVIORAL HEALTH SUPPORT TO ITS EMPLOYED PRIMARY CARE PRACTICES USING AN EVIDENCE-BASED APPROACH KNOWN AS THE IMPACT MODEL. BY THE END OF FY 2021, BILH HAD IMPLEMENTED THE IMPACT MODEL IN 67% OF ITS EMPLOYED PRIMARY CARE PRACTICES AS PART OF ITS COLLABORATIVE CARE PROGRAM IMPLEMENTATION. IN 2021, BILHBS EXPANDED ITS PRIMARY CARE BEHAVIORAL HEALTH INTEGRATION (PCBHI) SERVICES BY INCORPORATING A DSRIP PILOT PROJECT AIMED AT INTERPROFESSIONAL PSYCHIATRIC CONSULTS. THE PCBHI INTERPROFESSIONAL CONSULTATION INCLUDES AN ASSESSMENT AND MANAGEMENT SERVICE IN WHICH A PATIENT'S PRIMARY CARE PROVIDER (PCP) REQUESTS THE OPINION AND/OR TREATMENT ADVICE OF A PSYCHIATRIC CONSULTANT TO ASSIST IN THE DIAGNOSIS AND/OR MANAGEMENT OF THE PATIENT'S BEHAVIORAL HEALTH CONDITION WITHOUT THE NEED FOR THE PATIENT'S FACE-TO-FACE CONTACT WITH THE CONSULTANT. INTERPROFESSIONAL CONSULTATION ENABLES A COMPREHENSIVE ASSESSMENT, ENHANCES PATIENT CARE, REDUCES MISDIAGNOSIS, AND SUPPORTS THE INTEGRATION OF DISCIPLINES IN THE DELIVERY OF CARE. THE PCBHI INTERPROFESSIONAL PSYCHIATRIC CONSULTANTS PROVIDE PCPS WITH ANOTHER AVENUE FOR INTEGRATED CARE. THE IMPLEMENTATION OF PCBHI INTERPROFESSIONAL SERVICES WILL BE OFFERED IN PRACTICES WHERE COLLABORATIVE CARE IS NOT CURRENTLY AVAILABLE. ADDITIONALLY, IN 2021, BILHBS CONTINUED TO OVERSEE THE BILH-WIDE CENTRALIZED BEHAVIORAL HEALTH (BH) BED MANAGEMENT, WHICH SUPPORTS INPATIENT BEHAVIORAL HEALTH BED CAPACITY AND IMPROVING ACCESS TO THESE BEDS, WITH THE PARALLEL GOAL OF REDUCING BOARDING BY BEHAVIORAL HEALTH PATIENTS IN THE EMERGENCY DEPARTMENTS ("EDS"). AS PART OF THE CENTRALIZED BH BED MANAGEMENT, BILH STAFF ENGAGE IN A DAILY HUDDLE WITH REPRESENTATIVES FROM BILH HOSPITALS' EDS AND BEHAVIORAL HEALTH UNITS TO DISCUSS PATIENTS APPROPRIATE FOR TRANSFER TO THE UNIT. THE DAILY HUDDLES HAVE BECOME A FORUM FOR WHICH PARTICIPANTS DISCUSS BEHAVIORAL HEALTH PATIENT VOLUME AND BED CAPACITY ACROSS THE SYSTEM, AS WELL AS DISCHARGE PLANNING AND PLACEMENT OPPORTUNITIES FOR DIFFICULT-TO-PLACE PATIENTS. SEPARATELY, IN MARCH 2021, BILHBS LAUNCHED ITS CENTRALIZED BED FINDING TEAM. THIS TEAM IS PART OF OUR CENTRAL CALL CENTER, WHICH CENTRALIZES CALLS TO BILHBS' THREE EMERGENCY SERVICE PROGRAM (ESP) CATCHMENT AREAS REDUCING REDUNDANCIES ACROSS THE AGENCY AND STREAMLINING ALL CALLS TO ONE CENTRAL SERVICE. THIS CENTRALIZED BED FINDING TEAM IS RESPONSIBLE FOR CONDUCTING BED SEARCHES FOR PATIENTS SEEN THROUGH THE ESP AND WHO ARE AWAITING AN INPATIENT PSYCHIATRIC PLACEMENT. THIS TEAM DIRECTLY INCREASES THE AVAILABILITY OF CLINICIANS TO CONTINUE TO SEE PATIENTS IN THE ED AND THE COMMUNITY WHO ARE EXPERIENCING A BEHAVIORAL HEALTH AND/OR CO-OCCURRING SUBSTANCE USE DISORDER CRISIS WHILE OTHER TEAM MEMBERS SEARCH FOR AVAILABLE INPATIENT PLACEMENTS. THIS INITIATIVE SUPPORTS DECREASED RESPONSE TIME TO RESPONDING TO NEW PATIENTS IN CRISIS AND REDUCES ED BOARDING TIME FOR PATIENTS WHO CAN BE SAFELY MANAGED IN THE COMMUNITY. BILHBS SERVES APPROXIMATELY 35,000 UNDUPLICATED INDIVIDUALS ANNUALLY, OFFERING A FULL CONTINUUM OF CARE FOR CHILDREN AND ADULTS. SERVICES RANGE FROM INPATIENT TO HOME AND COMMUNITY-BASED SERVICES. BILHBS OPERATES OVER 250 BEDS IN 9 FACILITIES FOR CLIENTS REQUIRING ACUTE PSYCHIATRIC CARE, DETOXIFICATION AND RESIDENTIAL STEP-DOWN SERVICES. DURING THE PERIOD COVERED BY THIS FILING, COMMUNITY-BASED SERVICES INCLUDED MOBILE EMERGENCY SERVICES TEAMS IN THREE CATCHMENT AREAS AND HOME-BASED COUNSELING FOR ADULTS, YOUTH AND THEIR FAMILIES. BILHBS ALSO PROVIDED SERVICES IN 63 MIDDLE AND HIGH SCHOOLS, AS WELL AS 9 POLICE DEPARTMENTS. BILHBS ALSO CONTINUES TO IMPROVE ACCESS THROUGH THE URGENT PSYCHOPHARMACOLOGY SERVICES IN BILH'S LOWELL EMERGENCY SERVICES PROGRAM. THIS CLINIC PROVIDES URGENT ACCESS FOR PATIENTS REQUIRING A CHANGE TO THEIR MEDICATIONS. THIS SERVICE IS OFFERED 20 HOURS PER WEEK AND INCLUDES UNINSURED, MEDICAID, AND MEDICARE POPULATIONS, AS WELL AS ANY PERSON IN NEED OF THE SERVICE REGARDLESS OF THE PAYER SOURCE. BILH'S COMMUNITY CRISIS STABILIZATION ("CCS") UNITS IN LAWRENCE AND SALEM, WHICH TYPICALLY CARE FOR PATIENTS WITH MENTAL HEALTH ISSUES, INCREASED THEIR ABILITY TO TREAT PERSONS WITH CO-OCCURRING SUBSTANCE USE DISORDERS. THE CCS UNITS CONTINUE TO BE ABLE TO INDUCT PATIENTS WITH OPIOID USE DISORDER (OUD) ON BUPRENORPHINE AND ARE ALSO ABLE TO MAINTAIN PATIENTS WHO ARE ALREADY ON ANY OF THE THREE FDA APPROVED MEDICATIONS FOR THE TREATMENT OF OUD. THESE UNITS ARE SEEING AN INCREASE IN THE NUMBER OF PATIENTS WITH METHAMPHETAMINE DISORDERS AND HAVE DEVELOPED A PROTOCOL TO MANAGE WITHDRAWAL SYMPTOMS IN THIS POPULATION. BILHBS CONTINUES TO MAINTAIN AND ENHANCE ITS TELEHEALTH PLATFORM AND CLINICAL DELIVERY THROUGH THE USE OF DIGITAL APPLICATIONS ACROSS ALL OF ITS AMBULATORY PROGRAMS. SPECIAL EMPHASIS WAS PLACED ON SPANISH-LANGUAGE ACCESS TO LAWRENCE-BASED PROGRAMS TO ENSURE PATIENTS IN THIS REGION ACCESS LINGUISTICALLY-APPROPRIATE CARE. IN 2021, BILHBS IDENTIFIED IMPROVEMENT OF THE PATIENT EXPERIENCE AS A KEY STRATEGIC PRIORITY. TO THAT END, ALL PROGRAM DIRECTORS ARE EVALUATED AGAINST THIS GOAL AND ARE REQUIRED TO COMPLETE TWO PLAN-DO-STUDY-ACT (PDSA) CYCLES ANNUALLY. PDSA IS A WELL-ESTABLISHED PROCESS IMPROVEMENT FRAMEWORK USED IN HEALTHCARE. PROGRAM DIRECTORS REVIEW PATIENT FEEDBACK TO DEVELOP PILOT INTERVENTIONS, ANALYZE THE RESULTS, AND THEN MAKE ADJUSTMENTS TO THE INTERVENTION. EXAMPLES OF OUTCOMES ACHIEVED THROUGH THE PDSA APPROACH INCLUDE ENHANCING THE PATIENT ENGAGEMENT MODEL FOR THE BEHAVIORAL HEALTH COMMUNITY PARTNERS (BHCP) PROGRAM; IMPROVING PATIENT EXPERIENCES AND ENGAGEMENT IN THE USE OF TELEHEALTH PLATFORMS IN BILHBS' LAWRENCE OUTPATIENT SITE, IMPROVING THE ADMISSION PROCESS IN THE BILHBS GLOUCESTER OPIOID TREATMENT CENTER, REDUCING ADMINISTRATIVE DISCHARGES BY IMPLEMENTING A HARM REDUCTION MODEL, AND IMPROVING EXTERNAL REFERRAL EXPERIENCE AT THE BILHBS HAVERHILL OUTPATIENT AND CHILDREN'S BEHAVIORAL HEALTH INITIATIVES (CBHI) PROGRAMS.
FORM 990 PART III, LINE 4A:	AS IN THE PRIOR YEAR, BETH ISRAEL LAHEY HEALTH'S ("BILH") HOSPITALS AND OTHER PATIENT CARE ORGANIZATIONS EXPENDED SIGNIFICANT TIME AND RESOURCES ACROSS FY 2021 IN THEIR CONTINUED EFFORTS TO RESPOND TO THE COVID-19 PANDEMIC. IN ADDITION TO PROVIDING COVID-19 TESTING AND TREATMENT, THE HEALTH SYSTEM INITIATED PATIENT AND STAFF VACCINATION EFFORTS IN FY 2021, REACHING OUT TO 1.3 MILLION PATIENTS USING A MULTICHANNEL, MULTILINGUAL APPROACH AND ULTIMATELY DELIVERING OVER 400,000 VACCINE DOSES. THE SYSTEM SUCCESSFULLY UNDERTOOK THESE EFFORTS WHILE ALSO NAVIGATING UNPRECEDENTED FINANCIAL AND OPERATIONAL CHALLENGES STEMMING FROM THE PANDEMIC, INCLUDING ONGOING WORKFORCE DISRUPTION AND A DECLINE IN PATIENT VOLUME DUE TO THE CURTAILMENT OF ELECTIVE SERVICES AND STAFFING CHALLENGES. HIGHLIGHTS OF THE SYSTEM'S PANDEMIC RESPONSE IN FY 2021 INCLUDE: STAFF TESTING, VACCINATION, AND SUPPORT IN NOVEMBER 2020, BILH IMPLEMENTED A PROGRAM TO PROVIDE ITS 36,000 EMPLOYEES WITH ACCESS TO ONSITE, VOLUNTARY, AND FREE-OF-CHARGE COVID-19 PCR TESTING, EVEN IF THEY HAD NO KNOWN EXPOSURE OR SYMPTOMS. IN ADDITION TO SERVING AS AN IMPORTANT ELEMENT TO CONTAIN COMMUNITY SPREAD OF COVID-19, THIS EFFORT BOOSTED BILH STAFF MORALE AND CONFIDENCE DURING THIS CHALLENGING PERIOD. IN DECEMBER 2020, BILH STOOD UP STAFF VACCINATION SITES AT ITS LOCAL HOSPITALS, ULTIMATELY DELIVERING 70,000 VACCINE DOSES TO ITS WORKFORCE IN FY 2021. THE SYSTEM TOOK PROGRESSIVE MEASURES AROUND EMPLOYEE PAID TIME OFF TO SUPPORT VACCINATION EFFORTS AS WELL AS FAMILY CARE NEEDS AND TIME MISSED DUE TO COVID-19 ILLNESS OR TESTING. IN THE SUMMER OF 2021, BILH COMMUNICATED THAT COVID-19 AND FLU VACCINE WOULD BE REQUIRED AS A CONDITION OF EMPLOYMENT; THE COVID-19 VACCINATION DEADLINE WAS SUCCESSFULLY COMPLETED ON OCTOBER 31, 2021. BILH OPERATIONALIZED A CENTRALIZED CALL CENTER TO SUPPORT STAFF WITH SYMPTOM REPORTING, COVID-19 TESTING, AND RETURN-TO-WORK PROCESSES. THE CALL CENTER ENSURED CONVENIENT AND ACCESSIBLE INFORMATION FOR A WORKFORCE SPREAD THROUGHOUT EASTERN MASSACHUSETTS. AT ITS PEAK, THE CENTRALIZED CALL CENTER HANDLED OVER 1,000 PHONE CALLS PER DAY. PATIENT VACCINATION NEARLY IMMEDIATELY UPON RECEIVING VACCINE SUPPLY THAT COULD BE USED FOR PATIENTS, BILH OPENED AND OPERATED 10 VACCINE ADMINISTRATION SITES ACROSS EASTERN MASSACHUSETTS. THE LOCATIONS WERE SELECTED BASED ON SEVERAL CRITERIA, INCLUDING PROXIMITY TO HARD-HIT COMMUNITIES AND EASE OF ACCESS IN TERMS OF TRANSPORTATION. THIS WAS A SIGNIFICANT LOGISTICAL FEAT IN LIGHT OF THE SHIFTING FORECASTS IN VACCINE SUPPLY AND SPECIAL HANDLING REQUIRED FOR THE PFIZER VACCINE. BILH DEVELOPED ITS OWN VACCINATION SCHEDULING TOOL, COVAX, TO SUPPORT STAFF AND PATIENT VACCINATION EFFORTS. THIS TOOL ENABLED BILH TO IDENTIFY PATIENTS ELIGIBLE FOR VACCINATION BASED ON STATE GUIDELINES, SCHEDULE APPOINTMENTS, AND TRACK VACCINATION ACTIVITY. BILH LED A TARGETED CAMPAIGN TO SUPPORT HEALTH EQUITY BY PRIORITIZING FOR VACCINATION BILH PATIENTS WHO RESIDED IN A COMMUNITY OR TOWN IDENTIFIED AS HAVING AMONG THE HIGHEST CUMULATIVE INCIDENCE OF COVID-19 WITHIN THE STATE OF MASSACHUSETTS. BILH ALSO COORDINATED WITH MULTIPLE COMMUNITY HEALTH CENTERS TO PROVIDE THEIR PATIENTS WITH PRIORITY ACCESS TO VACCINATION APPOINTMENTS. DUE TO THESE EFFORTS, BETH ISRAEL DEACONESS CARE ORGANIZATION ("BIDCO"), AN ACCOUNTABLE CARE ORGANIZATION ("ACO") WITHIN BILH, HAD THE HIGHEST COVID-19 VACCINATION RATE FOR MEDICAID MEMBERS AMONG ALL MEDICAID ACOS IN THE STATE. BILH ESTABLISHED THE COVID-19 HEALTH EQUITY ADVISORY COUNCIL ("THE COUNCIL") WITH A GOAL TO ADDRESS HEALTH DISPARITIES BROUGHT ON BY THE PANDEMIC, LANGUAGE BARRIERS, AND OTHER SOCIAL DETERMINANTS OF HEALTH. ITS MEMBERSHIP INCLUDED KEY BILH STAKEHOLDERS AND COMMUNITY HEALTH CENTER CHIEF MEDICAL OFFICERS. AS PART OF ITS RESPONSIBILITY, THE COUNCIL REVIEWED THE SYSTEM'S VACCINE ROLLOUT STRATEGY, INCLUDING THE PATIENT PRIORITIZATION AND SCHEDULING STRATEGY, CALL CENTER MODEL, VACCINE SITE LOCATION AND OPERATING MODEL, AND STAFF RESOURCES TO HELP COMMUNICATE AND ENGAGE WITH PATIENTS ABOUT VACCINE INFORMATION, CONCERNS, AND HESITANCY. TESTING IN FY 2021, BILH PERFORMED OVER 600,000 COVID-19 TESTS ACROSS ITS 10 HOSPITAL LABORATORIES FOR PATIENTS, HEALTHCARE PERSONNEL, AND OTHER PARTNERS, SUCH AS COMMUNITY HEALTH CENTERS AND CORRECTIONAL FACILITIES. IN JANUARY 2021, LAHEY HOSPITAL & MEDICAL CENTER BEGAN TESTING ON HIGH-THROUGHPUT THERMO FISHER INSTRUMENTS, GREATLY INCREASING THE SYSTEM'S CAPACITY FOR SAME-DAY TEST RESULTS. THESE INSTRUMENTS ALSO PROVIDED BACK-UP CAPACITY FOR OTHER LABS IN THE COMMUNITY, WHICH WERE EXPERIENCING HIGH VOLUME. THE THERMO FISHER INSTRUMENTS ADDED THE ABILITY TO RAPIDLY DETECT POTENTIAL COVID-19 VARIANTS (S-GENE DROPOUTS), A PROCESS PREVIOUSLY ONLY AVAILABLE THROUGH THE MASSACHUSETTS STATE LABORATORY. EVENTUALLY, BILH IMPLEMENTED SPECIFIC VARIANT PCR (POLYMERASE CHAIN REACTION) TESTING OF PATIENT SPECIMENS TO IDENTIFY SPECIFIC VARIANTS AND BETTER GUIDE DEVELOPMENT OF INFECTION PREVENTION RECOMMENDATIONS AND APPROPRIATE MONOCLONAL ANTIBODY TREATMENT SELECTION. THE SYSTEM MAINTAINED EIGHT DRIVE-THROUGH COVID-19 TESTING SITES ACROSS EASTERN MASSACHUSETTS TO ENABLE EASY ACCESS FOR PATIENTS AND STAFF, INCLUDING A STATE-SPONSORED "STOP THE SPREAD" SITE IN CHELSEA, MA. BILH PRIMARY CARE MADE POINT-OF-CARE COVID-19 TESTING AVAILABLE TO ITS PATIENTS IN APPROXIMATELY 20 PRACTICE SITES (25% OF TOTAL SITES) SPREAD THROUGHOUT BILH'S SERVICE AREA. INFECTION PREVENTION AND PERSONAL PROTECTIVE EQUIPMENT EFFORTS THROUGHOUT FY 2021, BILH INFECTION PREVENTION AND SUPPLY CHAIN STAFF CONTINUED TO PARTNER ON PROCURING PERSONAL PROTECTIVE EQUIPMENT ("PPE") AND OTHER RELATED SUPPLIES AND REPLENISHING BILH'S PANDEMIC SUPPLY WAREHOUSE. THIS ENSURED THE SYSTEM HAD AT LEAST 90 DAYS OF INVENTORY ON HAND FOR THE HIGHEST-UTILIZED PRODUCTS, SUCH AS GLOVES, GOWNS, FACEMASKS, AND EYE AND FACE SHIELDS. IN FY 2021, BILH SUPPLY CHAIN AND INFECTION PREVENTION COORDINATED A RESPIRATOR (N95 OR EQUIVALENT) FIT TESTING PROGRAM WITH A VENDOR TO FIT TEST MORE THAN 20,000 BILH EMPLOYEES TO BOTH DISPOSABLE AND REUSABLE RESPIRATORS. THIS UNIQUE PROGRAM INCORPORATING REUSABLE RESPIRATORS ENSURED THAT BILH STAFF WOULD NOT BE SUBJECT TO FLUCTUATIONS IN SUPPLY CHAIN DURING FUTURE WAVES OF COVID-19 OR OTHER RESPIRATORY VIRAL ILLNESSES AND MITIGATED WASTE RELATED TO DISPOSABLE RESPIRATORY PROTECTION. THROUGHOUT FY 2021, BILH INFECTION PREVENTION DEVELOPED AND UPDATED CLINICAL AND OPERATIONAL GUIDANCE INCLUDING POLICIES, TOOLS, AND EDUCATIONAL MATERIALS TO SUPPORT THE PREVENTION OF TRANSMISSION OF COVID-19. FOR EXAMPLE, BILH INFECTION PREVENTION DEVELOPED STAFF EDUCATION ON COVID-19 PREVENTION TO MEET THE OSHA COVID-19 EMERGENCY TEMPORARY STANDARD FOR USE BY ALL HOSPITAL/BUSINESS UNITS; CREATED SCREENING TOOLS FOR USE AT ALL POINTS OF ENTRY FOR PATIENTS AND VISITORS AND UPDATED CRITERIA AS NEEDED BASED ON LOCAL AND NATIONAL GUIDANCE; AND, UPDATED POLICIES FOR PREOPERATIVE AND PRE-PROCEDURAL TESTING AND PPE. TREATMENT BILH HOSPITALS CONTINUED TO PROVIDE TREATMENT TO ADMITTED PATIENTS WITH COVID-19, USING TREATMENTS AUTHORIZED FOR USE AT THE TIME. LEADERS ACROSS BILH HOSPITALS CONTINUED TO MEET AND SHARE INFORMATION TO ALLOW FOR APPROPRIATE RESOURCE ALLOCATION AND LOAD BALANCING TO ENSURE BILH WAS ABLE TO MEET PATIENT DEMAND. IN FY 2021, BILH BEGAN TO MAKE AVAILABLE TO AMBULATORY PATIENTS COVID-19 THERAPEUTICS (INTRAVENOUS MONOCLONAL ANTIBODIES AND REMDESEVIR) AND PROPHYLAXIS (EVUSHELD), WITH THESE EFFORTS EXPANDING ACROSS 2022. SAFETY NET AFFILIATE SUPPORT IN ORDER TO ENHANCE SITUATIONAL AWARENESS AND THE HEALTH SYSTEM'S UNDERSTANDING OF THE PANDEMIC'S IMPACT ON ITS SAFETY NET AFFILIATES ("SNAS"), BILH INCLUDED ITS SNAS IN DAILY HUDDLES AND INCIDENT COMMAND MEETINGS. THESE COLLABORATIVE FORUMS ENABLED BILH TO PROVIDE TARGETED, CONSISTENT SUPPORT, INCLUDING DISCUSSIONS ON PATIENT TRANSFER AVAILABILITY AND BED CAPACITY ACROSS BILH. THROUGH ITS COMMITMENT TO SUPPORTING LOCAL COMMUNITIES DEVASTATED BY THE PANDEMIC, BILH DONATED $410,000 TO COMMUNITY GROUPS LOCATED IN BROCKTON AND $600,000 TO THE CITY OF CHELSEA TO AID IN ADDRESSING PROBLEMS CREATED OR EXACERBATED BY THE PANDEMIC, INCLUDING TEMPORARY HOUSING FOR EVICTED PATRONS AND FOOD INSECURITY DUE TO LOSS OF INCOME. UNDERPINNING THESE MANY INITIATIVES WERE VARIOUS MULTI-ENTITY, INTERDISCIPLINARY COMMITTEES AND DATA COLLECTION EFFORTS TO ENSURE THAT BILH WAS PROACTIVELY MONITORING THE TRAJECTORY OF THE PANDEMIC AND NIMBLY PLANNING THE SYSTEM'S RESPONSE. THE HEALTH SYSTEM'S EFFORTS SPANNED THE CLINICAL CARE CONTINUUM, FROM PRIMARY CARE TO POST-ACUTE CARE, AS WELL AS BOTH CLINICAL AND ADMINISTRATIVE DEPARTMENTS, FROM INFECTIOUS DISEASE AND NURSING TO HUMAN RESOURCES AND INFORMATION SERVICES. BILH SUCCESSFULLY MARSHALLED ITS RESOURCES THROUGHOUT THE SYSTEM TO SERVE AS ONE OF THE PRIMARY HUBS FOR COVID-19 RELATED CARE IN MASSACHUSETTS.
PART IV, LINE 12 AND 12A:	THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2020 THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (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, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES.
FORM 990, PART IV, LINE 24A	AS DESCRIBED IN THIS FORM 990, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BILH SERVES AS THE ULTIMATE PARENT OF THE BILH NETWORK OF AFFILIATES WHICH INCLUDES MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP (MCB). ALTHOUGH MCB HAS NO TAX EXEMPT DEBT ON ITS BALANCE SHEET, MCB IS A MEMBER OF THE BILH OBLIGATED GROUP. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE BILH OBLIGATED GROUP OUTSTANDING TAX EXEMPT DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002, NONE OF WHICH IS ALLOCABLE TO AND REPORTED ON MCB'S BALANCE SHEET.
FORM 990, PART IV, LINE 24B	AS REPORTED ON THE FORM 990 SCHEDULE K, THE LAHEY HEALTH SYSTEM INC. (LHSI) SERIES F BONDS WHICH WERE ISSUED IN 2015 ARE NOW PART OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP DEBT. THE BONDS WERE ISSUED IN 2015 AND AS OF SEPTEMBER 30, 2020 THERE WAS A BALANCE REMAINING IN THE CONSTRUCTION FUND. PROCEEDS IN THE CONSTRUCTION FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, AND WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. ALTHOUGH THESE BONDS ARE NOT ON THE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP BALANCE SHEET, MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP IS INCLUDING THIS DISCLOSURE IN ITS FORM 990 BECAUSE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP IS A MEMBER OF THE BILH OBLIGATED GROUP.
PART V, LINE 7G:	MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
PART V, LINE 7H:	MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C.
PART V, LINE 2:	STATEMENT RE PAYROLL MEDICAL CARE OF BOSTON MANAGEMENT CORP 04-2810972 BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP, THE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP, SERVES AS MEDICAL CARE OF BOSTON MANAGEMENT CORP'S COMMON PAY AGENT. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2018 FORM 990, MEDICAL CARE OF BOSTON MANAGEMENT CORP IS REPORTING THE NUMBER OF FORMS W-2 ISSUED AS IF THEY HAD BEEN ISSUED DIRECTLY BY MEDICAL CARE OF BOSTON MANAGEMENT CORP. IN ADDITION, MEDICAL CARE OF BOSTON MANAGEMENT CORP'S WAGES AND WITHHOLDING ARE REPORTED ON THE BIDMC FORM 941, SCHEDULE R, ALLOCATION SCHEDULE FOR AGGREGATE FORM 941 FILERS, EACH QUARTER AS REQUIRED.
FORM 990, PART IV, LINE 15	AS NOTED THROUGHOUT THIS FILING, MEDICAL CARE OF BOSTON MANAGEMENT CORP IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS MEDICAL CARE OF BOSTON MANAGEMENT'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. IN THIS ROLE BILH MAINTAINS THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EMPLOYEES AND SENIOR MANAGEMENT OF THE ENTITIES WHICH COMPRISED THE BETH ISRAEL LAHEY HEALTH NETWORK AND TO THAT END, BILH HAS A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES AND EXCEPT AS OTHERWISE NOTED BELOW, COMPENSATION REPORTED IN THIS FORM 990 FOR MEDICAL CARE OF BOSTON MANAGEMENT'S OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. IN ADDITION, AS REQUIRED BY THIS FORM 990 AND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HEREIN IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO THE MARCH 1, 2019 WHEN BILH BECAME THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP , OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BILH NETWORK, COMPENSATION FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP WAS SET BY MEDICAL CARE OF BOSTON MANAGEMENT CORP'S COMPENSATION COMMITTEE AS DESCRIBED BELOW. MEDICAL CARE OF BOSTON MANAGEMENT CORP'S COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP'S SENIOR MANAGEMENT AND MEDICAL CARE OF BOSTON MANAGEMENT CORP'S CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND WAS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. COMPENSATION FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP'S CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT MEDICAL CARE OF BOSTON MANAGEMENT CORP'S CEO. THE COMPENSATION PACKAGE FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP'S CEO WAS VOTED BY THE COMPENSATION COMMITTEE AND SUBMITTED TO THE COMPENSATION COMMITTEE OF BETH ISRAEL DEACONESS MEDICAL CENTER, THE THEN SOLE MEMBER OF ENTITY FOR REVIEW AND APPROVAL. THE COMPENSATION PACKAGE OF MEDICAL CARE OF BOSTON MANAGEMENT CORP'S CEO THEN WENT TO MEDICAL CARE OF BOSTON MANAGEMENT CORP'S FULL BOARD OF DIRECTORS FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (59 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
ADDISON GILBERT SOCIETY INC
41 MALL ROAD	BURLINGTON	MA	01805	464371382	SUPPORT	MA	501(C)(3)	7	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
ANNA JAQUES HOSPITAL
25 HIGHLAND AVENUE	NEWBURYPORT	MA	01950	042104338	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVENUE	BOSTON	MA	02215	320058309	TO PROVIDE EMERGENCY MEDICAL SERVICES	MA	501(C)(3)	12A, I		Yes (1)
BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE
930 COMMONWEALTH AVENUE	BOSTON	MA	02215	043521077	SCIENTIFIC & MEDICAL RESEARCH	MA	501(C)(3)	7		Yes (1)
BETH ISRAEL ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042997215	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL COMMUNITY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042776678	INACTIVE CORPORATION	MA	501(C)(3)	7		Yes (1)	N/A
BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	364803234	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	043079630	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	208253452	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	043030397	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	204974585	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	020671240	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (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	Yes (1)
BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC
148 CHESTNUT STREET	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	Yes (1)
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC
275 SANDWICH STREET	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	Yes (1)
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORPORATION
300 LONGWOOD AVENUE	BOSTON	MA	02215	043200113	SUPPORT	MA	501(C)(3)	12A, I		Yes (1)	N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042794855	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BETH ISRAEL DEACONESS MEDICAL CENTER INC
330 BROOKLINE AVENUE	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	Yes (1)
BID PHYSICIAN ORGANIZATION LLC DBA BID CARE ORGANIZATON LLC
247 STATION DRIVE NW 1	WESTWOOD	MA	02186	043426253	PROMOTE HEALTHCARE	MA	501(C)(3)	12A, I	BETH ISRAEL DEACONESS HOSPITAL - MILTON	Yes (1)
BETH ISRAEL DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	043117601	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (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)	12A, I	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BETH ISRAEL LAHEY HEALTH INC
20 UNIVERSITY ROAD	CAMBRIDGE	MA	02138	832671600	SUPPORT	MA	501(C)(3)	12A, I		Yes (1)	N/A
BETH ISRAEL LAHEY HEALTH PRIMARY CARE
41 MALL ROAD	BURLINGTON	MA	01805	472248298	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF INC
199 REEDSDALE ROAD	MILTON	MA	02186	222566792		MA			BETH ISRAEL DEACONESS HOSPITAL - MILTON	Yes (1)
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	222548374	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	042571853	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVE	DANVERS	MA	01923	042400270	SUBSTANCE ABUSE	MA	501(C)(3)	10	NORTHEAST BEHAVIORAL HEALTH CORPORATION	Yes (1)
CPHCH INC DBA BILH AT HOME - WATERTOWN
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	473111453	ALL ASSET AND LIABILITIES OF CPHCH WERE TRANSFERRED TO NPRN ON 9/30/2020.	MA	501(C)(3)	12A, I		Yes (1)
COMMUNITY PHYSICIANS ASSOCIATES INC
199 REEDSDALE RD	MILTON	MA	02186	043243146	OUTPATIENT AND PRIMARY CARE SERVICES	MA	501(C)(3)	3	BETH ISRAEL DEACONESS HOSPITAL - MILTON	Yes (1)
CONTINUING EDUCATION PROGRAM INC DBA BID-DEPT OF PSYCHIATRY FOUNDATION
330 BROOKLINE AVENUE	BOSTON	MA	02215	043242952	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVENUE	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	Yes (1)
HEALTH & EDUCATION HOUSING SERVICES INC
199 ROSEWOOD DRIVE	DANVERS	MA	01923	223232914	HUD HOUSING	MA	501(C)(3)	10	NORTHEAST BEHAVIORAL HEALTH CORPORATION	Yes (1)
JORDAN PHYSICIAN ASSOCIATES INC
275 SANDWICH STREET	PLYMOUTH	MA	02360	043228556	OUTPATIENT AND PRIMARY CARE SERVICES	MA	501(C)(3)	10		Yes (1)
LAHEY CLINIC CANADIAN FOUNDATION
					FUNDRSG ORG					Yes (1)	N/A	130 KING STREET WEST	TORONTO	CA	CA
LAHEY CLINIC FOUNDATION INC
41 MALL ROAD	BURLINGTON	MA	01805	042323457	SUPPORT	MA	501(C)(3)	7	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITAL & MEDICAL CENTER)
41 MALL ROAD	BURLINGTON	MA	018050001	042704686	HEALTHCARE	MA	501(C)(3)	3	LAHEY CLINIC FOUNDATION INC	Yes (1)
LAHEY CLINIC INC
41 MALL ROAD	BURLINGTON	MA	018050001	042704683	HEALTHCARE	MA	501(C)(3)	10	LAHEY CLINIC FOUNDATION INC	Yes (1)
LAHEY HEALTH SHARED SERVICES INC
41 MALL ROAD	BURLINGTON	MA	01805	043178972	ADMINISTRATION	MA	501(C)(3)	10	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC
375 LONGWOOD AVENUE	BOSTON	MA	02215	043208878	INACTIVE CORPORATION	MA	501(C)(3)	12A, I		Yes (1)
MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
464 HILLSIDE AVENUE	NEEDHAM	MA	02492	042810972	OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES	MA	501(C)(3)	10		Yes (1)
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STREET	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	Yes (1)
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	043026897	OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES	MA	501(C)(3)	12A, I		Yes (1)
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVENUE	BOSTON	MA	02120	042103612	ORTHOPEDIC SPECIALTY HOSPITAL	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVENUE	BOSTON	MA	02120	043235796	OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH	MA	501(C)(3)	3	NEW ENGLAND BAPTIST HOSPITAL	Yes (1)
NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVE	DANVERS	MA	01923	042777145	HEALTHCARE	MA	501(C)(3)	10	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NORTHEAST HEALTH SYSTEM INC
85 HERRICK STREET	BEVERLY	MA	01915	043240453	SUPPORT	MA	501(C)(3)	12A, I	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREET	BEVERLY	MA	01915	042121317	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NORTHEAST MEDICAL PRACTICE INC
85 HERRICK STREET	BEVERLY	MA	01915	043201853	HEALTHCARE	MA	501(C)(3)	10	NORTHEAST HOSPITAL CORPORATION	Yes (1)
NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME
600 CUMMINGS CENTER	BEVERLY	MA	01915	201287349	HEALTHCARE	MA	501(C)(3)	10		Yes (1)
NORTHEAST SENIOR HEALTH CORPORATION
600 CUMMINGS CENTER	BEVERLY	MA	01915	042731137	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVENUE	NEWBURYPORT	MA	01915	043485648	PHYSICIAN GROUP	MA	501(C)(3)	10	ANNA JAQUES HOSPITAL INC	Yes (1)
SEACOAST NURSING AND REHABILITATION CENTER INC
302 WASHINGTON STREET	GLOUCESTER	MA	01930	041305001	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC
25 HIGHLAND AVENUE	NEWBURYPORT	MA	01950	043318952	FUNDRSG ORG	MA	501(C)(3)	12A, I	ANNA JAQUES HOSPITAL INC	Yes (1)
THE JORDAN HEALTH SYSTEMS INC
275 SANDWICH STREET	PLYMOUTH	MA	02360	042103805	PROMOTE HEALTHCARE	MA	501(C)(3)	7	BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVENUE	WINCHESTER	MA	01890	223137856	ACO	MA	501(C)(3)	12A, I	WINCHESTER HEALTHCARE MANAGEMENT INC	Yes (1)
WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUE	WINCHESTER	MA	01890	222701817	MANAGEMENT	MA	501(C)(3)	12A, I	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
WINCHESTER HOSPITAL
41 HIGHLAND AVENUE	WINCHESTER	MA	018900000	042104434	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
WINCHESTER HOSPITAL FOUNDATION INC
39 DOUBLET HILL ROAD	WESTON	MA	02493	043399570	SUPPORT	MA	501(C)(3)	12A, I	WINCHESTER HEALTHCARE MANAGEMENT INC	Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC
330 BROOKLINE AVENUE	BOSTON	MA	02215	873655583	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I		Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Predominant Income TypePredominantIncomeTypeTxt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
BIDCO PHYSICIAN LLC
600 UNICORN PARK DRIVE 4TH FLOOR	WOBURN	MA	01801	461589743	COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC	MA	N/A	EXCLUDED	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	EXCLUDED	0	0
CAREGROUP CLINICAL RESEARCH LLC
20 OVERLAND STREET SUITE 514	BOSTON	MA	02215	300228711	TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP	MA	N/A	EXCLUDED	0	0
BILH INVESTMENT PARTNERSHIP LLP FKA CAREGROUP INVESTMENT PARTNERSHIP LLP
20 OVERLAND STREET SUITE 514	BOSTON	MA	02215	043278109	INVESTMENT PARTNERSHIP	MA	N/A	EXCLUDED	0	0
PHYSICIAN PROFESSIONAL SERVICES LLP
200 RIVERS EDGE DRIVE	MEDFORD	MA	02215	043275078	TO PROVIDE MEDICAL BILLING SERVICES	MA	N/A	EXCLUDED	0	0
RADIATION THERAPY OF WINCHESTER LLC
700 CONGRESS ST SUITE 204	QUINCY	MA	02169	205330549	MRI SERVICES	MA	N/A	EXCLUDED	0	0
SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC
700 CONGRESS ST STE 204	QUINCY	MA	02169	383989358	MRI SERVICES	MA	N/A	EXCLUDED	0	0
HAVERHILL MOB LLC
50 CHESTNUT ST	NEEDHAM	MA	02492	812856118	MEDICAL OFFICE BUILDING	MA	N/A	EXCLUDED	0	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
25 HIGHLAND AVE	NEWBURYPORT	MA	01950	161744477	MANAGEMENT SERVICES	MA	N/A	C	0
HUNTINGFIELD CORPORATION
C/O LAHEY CLINIC FOUNDATION INC 41	BURLINGTON	MA	01805		TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS.	MA	N/A	C	0
JORDAN COMMUNITY ACO INC
275 SANDWICH STREET	PLYMOUTH	MA	02360	454047430	COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH	MA	N/A	C	0
LAHEY CLINIC INSURANCE CO LTD
					INSURANCE		N/A	C	0	CRAIG APPIN HOUSE PO BOX HM 2450	HAMILTON	BD	BD
LEDGEWOOD HEALTH CARE CORPORATION
87 HERRICK STREET	BEVERLY	KY	01915	042855189	NURSING HOME	MA	N/A	C	0
NORTHEAST PROPRIETARY CORP
100 POWERS STREET	BEVERLY	MA	01915	042855191	MEDICAL SERVICES	MA	N/A	C	0
WINCHESTER HEALTHCARE ENTERPRISES INC
611 MAIN STREET	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

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (25 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
JORDAN PHYSICIAN ASSOCIATES INC
M	$4,924,421	FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
M	$784,194	FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
N	$515,970	FMV
ANNA JAQUES HOSPITAL INC
N	$83,606	FMV
BETH ISRAEL LAHEY HEALTH
P	$1,390,960	FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
P	$56,699,673	FMV
BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM
P	$477,821	FMV
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH
P	$223,405	FMV
SEACOAST AFFILIATED GROUP PRACTICE INC
P	$4,659,998	FMV
BETH ISRAEL DEACONESS HOSPITAL - MILTON
P	$500,996	FMV
NORTHEAST BEHAVIORAL HEALTH CORPORATION
P	$675,445	FMV
HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
P	$70,201,868	FMV
ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL
P	$29,949,193	FMV
BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC
P	$843,956	FMV
BETH ISRAEL LAHEY HEALTH
Q	$1,957,138	FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
Q	$27,914,354	FMV
BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM
Q	$2,767,770	FMV
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH
Q	$2,404,546	FMV
JORDAN PHYSICIAN ASSOCIATES INC
Q	$9,778,997	FMV
ANNA JAQUES HOSPITAL INC
Q	$4,718,479	FMV
BETH ISRAEL DEACONESS HOSPITAL - MILTON
Q	$5,195,456	FMV
NORTHEAST BEHAVIORAL HEALTH CORPORATION
Q	$639,647	FMV
HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
Q	$364,368	FMV
ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL
Q	$768,404	FMV
LAHEY CLINICAL PERFORMANCE NETWORK LLC
Q	$389,596	FMV

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I - V:	FormAndLineReferenceDesc
Explanation	AS NOTED THROUGHOUT THIS FILING, ON MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH (BILH) BECAME 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 HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK AFFILIATES. BY-LAW CHANGES WERE MADE TO REFLECT THE CENTRALIZATION OF THE SYSTEM, AND AS SUCH, AFFILIATES WITHIN THE BILH SYSTEM ARE CONSIDERED CONTROLLED ENTITIES UNDER IRC SECTION 512(B)(13), AS EACH AFFILIATE IS UNDER COMMON GOVERNANCE CONTROL, AS DESCRIBED IN TREAS. REGS. 1.512(B)-1(L)(4). UNDER IRC SEC. 512, CONTROL MEANS THAT MORE THAN 50 PERCENT OF THE DIRECTORS OR TRUSTEES OF AN ORGANIZATION ARE EITHER REPRESENTATIVES OF, OR DIRECTLY OR INDIRECTLY CONTROLLED, BY AN EXEMPT ORGANIZATION. A TRUSTEE OR DIRECTOR IS A REPRESENTATIVE OF AN EXEMPT ORGANIZATION IF THEY ARE A TRUSTEE, DIRECTOR, AGENT, OR EMPLOYEE OF SUCH EXEMPT ORGANIZATION. UNDER THIS DEFINITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND AFFILIATES ARE INCLUDED IN ADDISON GILBERT SOCIETY, INC.'S FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR.	ExplanationTxt