2021-08-16T21:59:21-05:00 2020-09-30 861065772 DELOITTE TAX LLP TWO JERICHO PLAZA JERICHO NY 11753 990 2019-10-01 042704686 LAHEY CLINIC HOSPITAL INC LAHE 7817445100 41 MALL ROAD BURLINGTON MA 018050001 KEVIN BENNETT VP OF FINANCE 6172788870 2021-08-16 1 CHRISTINE KAWECKI P00743140 5169187000 2019 2022-09-23 18:48:47Z KEVIN BENNETT 20 UNIVERSITY ROAD SUITE 700 CAMBRIDGE MA 02138 1036299491 0 X WWW.LAHEY.ORG X 1980 MA SEE SCHEDULE O 22 10 5524 300 799490 404630 0 50680282 1071948949 978440520 2658652 1531683 14055329 5609203 1088662930 1036261688 191316 855202 0 0 400059379 396525343 0 0 0 577545772 570515243 977796467 967895788 110866463 68365900 257027660 439333881 129686423 350062592 127341237 89271289 SEE SCHEDULE O 0 0 840979609 855202 935056978 SEE SCHEDULE O SEE SCHEDULE O SEE SCHEDULE O 840979609 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 0 0 5524 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 0 FL GA IL KY MA NH NJ NY OK OR SC TN X KEVIN BENNETT 7817445100 41 MALL ROAD BURLINGTON MA 018050001 TABB MD KEVIN TRUSTEE (EX-OFF), CEO (EX-OFF) 1.00 65.00 X X 0 2488251 789051 O'CONNOR TIMOTHY P FORMER TREASURER, CFO 1.00 57.00 X 0 2028890 1135564 NESTO MD RICHARD FRMR PRES AND TRUSTEE (EX-OF) 1.00 58.00 X 0 1753540 140737 LEAR MARYELLEN ASSISTANT CLERK 1.00 51.00 X 0 0 0 FISCHER STEVEN P TREASURER (EX-OFFICIO) 1.00 69.00 X 0 1311136 430191 LONGWORTH MD DAVID TTEE (EX OF), PRESIDENT LHMC 40.00 21.00 X X 887047 380164 54598 KATZ JAMIE CLERK (EX-OFFICIO) 1.00 29.00 X 0 934650 294544 MARX MD JEFFREY L INTERIM DEPARTMENT CHAIR 30.00 10.00 X 754771 200636 70852 D'AGOSTINO MD RICHARD S TRUSTEE, DIVISION CHAIR 1.00 41.00 X 0 743784 75544 VILLANUEVA MD ANDREW G TRUSTEE, CHIEF QUALITY OFFICER 40.00 1.00 X 567998 150987 68315 ANTONIADES EFSTATHIOS COO 30.00 10.00 X 572541 152194 52611 HUNTER MD ALICE A TRUSTEE 1.00 41.00 X 0 672877 65746 CREIGHTON MD MALCOLM DEPT CHAIR HOSP BASED SERVICES 30.00 10.00 X 517000 137430 73042 SPACKMAN JD DAVID G FRMR CLERK AND GENERAL COUNSEL 1.00 57.00 X 0 483369 230340 JENKINS MD ROGER L TRUSTEE 1.00 41.00 X 0 623889 68610 LIESCHING MD TIMOTHY CHIEF MEDICAL OFFICER 30.00 11.00 X 484789 128868 77871 MOURTZINOS MD ARTHUR P TRUSTEE, PHYSICIAN 1.00 41.00 X 0 637039 47967 ROSENBLATT MD MICHAEL S FORMER CMO HOSPITAL 1.00 40.00 X 0 590540 69434 WINGER MD CHRISTINE TRUSTEE , PHYSICIAN 1.00 41.00 X 0 560461 67432 GALLAGHER MD DENIS W PRES OF BILHPC 1.00 43.00 X 0 567413 57723 SORCINI MD ANDREA P TTEE (EX-OF), MSA PRES/PHYS 1.00 41.00 X 0 583039 38724 DEVITA NICOLE FORMER SVP OPERATIONS LHMC 40.00 1.00 X 187015 385940 32479 LAWSON JR HAROLD E FORMER SVP CHIEF REV OFF 1.00 48.00 X 0 491891 63013 WELLER-NEWCOMBLINDA L CMO BEVERLY HOSPITAL 40.00 0.00 X 417343 0 102177 SRINIVASAN MD JAYASHRI TRUSTEE, DIVISION CHAIR 1.00 41.00 X 0 444156 63961 GALVIN RN MSN TRACY A CHIEF NURSING OFFICER 40.00 1.00 X 442309 0 65539 LLOYD PETER R FRMR ASST. TREAS& VP CORP. FIN 1.00 47.00 X 0 439257 65893 GENDREAU MARK VP, CANCER SERVICES 40.00 1.00 X 408060 0 71370 GUARINO RICHARD J VP HOSPITAL BASE CLINICIAN DEP 40.00 21.00 X 226591 184917 66844 PERRYMANKIMBERLY A CNO BEVERLY HOSPITAL 40.00 1.00 X 392389 0 60194 BENNETT KEVIN VP FINANCIAL SERVICES 1.00 43.00 X 293998 82922 66920 CANCELLIERI STEVEN R VP HUMAN RESOURCES 1.00 42.00 X 0 362247 40018 SHAIKHNAIMUDDIN CHIEF PERFUSIONIST 40.00 0.00 X 298797 0 66053 ALSHORASAMA CHIEF PHYSICIST, RAD ONCOLOGY 40.00 0.00 X 299615 0 40084 CRAWFORD MD BETSEY TRUSTEE 1.00 41.00 X 0 273647 39665 BERGER ERIC D VP SUPPLY CHAIN 1.00 50.00 X 0 242122 62640 ROBINSON MD JASON VP HOSPITAL SERV/ACAD AFF 30.00 10.00 X 168959 44914 48453 SENARIAN EMILY VP MED SERV/AMBULATORY PERF 30.00 10.00 X 171328 45543 35173 ROBERTS MD PATRICIA L FRMR DEPARTMENT CHAIR SURGERY 1.00 40.00 X 0 229867 16660 ROBERTSON WILLIAM FRMR SVP & CFO 1.00 50.00 X 0 204027 37636 BOWEN-BENITICH BRIGITTE VP SURGICAL SERVICES 30.00 10.00 X 172878 45955 17883 GRANT JD MD HOWARD R FORMER TRUSTEE, PRESIDENT 1.00 54.00 X 0 216335 0 IRVING JAMES TRUSTEE 40.00 2.00 X 16790 0 396 PODUSKA J WILLIAM TRUSTEE 1.00 2.00 X 0 0 0 SCHMERGEL GREG TRUSTEE 1.00 2.00 X 0 0 0 REID PONTE PATRICIA TRUSTEE 1.00 2.00 X 0 0 0 REESE STUART TRUSTEE 1.00 2.00 X 0 0 0 NORDBLOM PETER C TRUSTEE 1.00 2.00 X 0 0 0 EDMONDS JANE C TRUSTEE 1.00 2.00 X 0 0 0 CRANDALL ROGER W TRUSTEE 1.00 3.00 X 0 0 0 BAILEY PHD ERIC M TRUSTEE 1.00 2.00 X 0 0 0 LANG DAVID TRUSTEE, CHAIR 1.00 2.00 X X 0 0 0 MCARDLE JOAN TRUSTEE 1.00 2.00 X 0 0 0 7280218 18822897 4971947 18 1 1 0 SODEXO OPERATIONS PO BOX 360170 PITTSBURGH PA 152516170 FOOD SERVICE 5908033 ANGELICA HEALTHCARE SVC GROUP PO BOX 532268 ATLANTA GA 30353 LAUNDRY AND LINEN SERVICES 2636006 CLINICAL FINANCIAL RESOURCE INC PO BOX 100 SEEKONK MA 02771 CODING SERVICES 2022514 FMN SERVICES INC 468 MERRIMACK STREET UNIT E METHUEN MA 01844 CONTRACT CLEANING SERVICES 1806740 DIALYSIS CLINIC INC (DCI) 1633 CHURCH STREET SUITE 500 NASHVILLE TN 37203 DIALYSIS SERVICES 1628772 9 50591357 88925 88925 50680282 NET PATIENT SERVICE RE 624100 935056978 935056978 OTHER PATIENT REVENUES 621400 40698659 40698659 OTHER OP REVENUE 621400 2175555 1625860 549695 SERVICES TO AFFILIATES 621400 509328 509328 978440520 1533927 1533927 214527 0 214527 214527 205530 8997 35559 37803 -2244 -2244 -2244 CAFETERIA SERVICES 722210 3260902 240798 3020104 PARKING GARAGE REVENUE 812930 2027449 2027449 106325 106325 5394676 1036261688 978200436 799490 6581480 X 855202 855202 5557681 5557681 524519 524519 304283881 289981177 14302704 27759379 26055017 1704362 37220930 34935651 2285279 21178953 19878614 1300339 5000 5000 97936 97936 30895497 24392156 6503341 49411 49411 4035743 3063169 972574 1237670 983329 254341 16417668 12565728 3851940 337694 268298 69396 9692802 7700931 1991871 61476849 27695765 33781084 2528183 2528183 PHARMACEUTICALS 154200168 154200168 0 ADMINISTRATIVE & GENERA 85274082 67750258 17523824 MED SURG SUPPLIES CHARG 38945053 38945053 0 BILH ASSESSMENT 17845596 14178326 3667270 147475891 115002584 32473307 967895788 840979609 126916179 0 7752 4152 51673226 216685903 109021984 100982931 16854744 17178792 5233307 6803817 0 5288302 41227750 44876083 13646721 13408117 14073874 39394086 257027660 439333881 56426324 72175035 912031 40000000 72348068 237887557 129686423 350062592 X 127341237 89271289 0 0 127341237 89271289 257027660 439333881 X 68365900 2426564 -108862412 X X 0 1 X 1 0 X 0 0 0 0 0 0 0 0 1 97936 97936 0 PART II-B, LINE 1: LAHEY CLINIC HOSPITAL, INC. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $97,936 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. 54874470 3427957 18227 58284200 51357742 3532326 15598 54874470 47107212 52660 -4207081 9211 51357742 49853659 1462634 4209081 47107212 46038858 3814801 49853659 1.00000 0 0 0 INTERCOMPANY RECEIVABLES 26511945 PROFESSIONAL INSURANCE RECEIVABLE 7254054 INVESTMENT - SHIELDS MRI 4269934 INVESTMENTS - OTHER 1351053 INVETMENT - NEPC LLC 7100 39394086 ESTIMATED 3RD PARTY SETTLEMENTS, NET CURRENT: MEDICARE 2020 COVID PAYMENT AD 175942879 ESTIMATED 3RD PARTY SETTLEMENTS, NET CURRENT 18048764 INTERCOMPANY PAYABLES 34158717 ESTIMATED 3RD PARTY SETTLEMENTS, NET: GENERAL 9595700 OTHER NONCURRENT LIABILITIES 141497 237887557 X 6312580000 5277910463 5277910463 1034669537 1592151 1592151 1036261688 966304000 0 966304000 1591788 1591788 967895788 PART V, LINE 4: LAHEY CLINIC HOSPITAL, INC.'S ENDOWMENT FUNDS SUBSIDIZE THE COSTS OF PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOME FOR EVERY PATIENT. THE COSTS ARE FOR PATIENT CARE, PATIENT EDUCATION, CONTINUING EDUCATION OF HEALTH CARE PROVIDERS, RESEARCH, AND CAPITAL EXPENDITURES. 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 2020 AND 2019, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION FOR OPERATIONS 4,483,362. UNREALIZED GAIN/LOSS 2,582,007. CONSOLIDATED AFFILIATES NET ELIMINIATIONS 5,270,064,000. PENSION EXPENSE 781,094. PART XI, LINE 4B - OTHER ADJUSTMENTS: NEGATIVE REVENUE 1,591,922. ROUNDING 229. PART XII, LINE 4B - OTHER ADJUSTMENTS: NEGATIVE EXPENSES THAT WERE INCLUDED AS REVENUE 1,591,922. ROUNDING -134. 1 1 X 1 X 1 X 1 1 1 0 1 1 9586943 825665 8761278 0.00910 89143135 58993872 30149263 0.03110 98730078 59819537 38910541 0.04020 8093212 8093212 0.00840 35084864 9162909 25921955 0.02680 214740657 204102854 10637803 0.01100 842312 842312 0.00090 258761045 213265763 45495282 0.04710 357491123 273085300 84405823 0.08730 1 26259521 447111948 476980704 -29868756 X 1 1 1 1 LAHEY CLINIC HOSPITAL INC 41 MALL ROAD BURLINGTON MA 01805 X X X X X MEDICAL RESEARCH CONDUCTED UNDER THE LAHEY CLINIC, INC. LAHEY CLINIC HOSPITAL INC 1 0 0 1 X X X X X X X 19 1 1 0 1 X SEE PART VI X 1 19 1 SEE PART VI 0 1 X 150.000000000000 200.000000000000 X X X X X 1 1 X X X X 1 X X X X X X X X 1 X 0 X X X X 1 X 0 0 LAHEY CLINIC HOSPITAL, INC. PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION LAHEY CLINIC HOSPITAL, INC. PART V, SECTION B, LINE 11: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION. FORM 990 SCHEDULE H PART V, SECTION C: SUPPLEMENTAL INFORMATION FOR SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCOMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSCOMMUNITY BENEFITS MISSION STATEMENT LAHEY CLINIC HOSPITAL, INC. INCLUDES BOTH LAHEY HOSPITAL & MEDICAL CENTER (LHMC) AND LAHEY MEDICAL CENTER-PEABODY. TOGETHER, THEY ARE REFERRED TO AS LHMC/LMCP THROUGHOUT THIS REPORT. BOTH HOSPITALS ARE PART OF THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM. BILH WAS ESTABLISHED WITH AN APPRECIATION FOR THE IMPORTANCE OF CARING FOR PATIENTS AND COMMUNITIES IN NEW AND BETTER WAYS. BILH BRINGS TOGETHER AN EXCEPTIONAL ARRAY OF CLINICAL ORGANIZATIONS SPANNING THE FULL CONTINUUM OF HEALTH CARE DELIVERYACADEMIC AND TEACHING HOSPITALS, COMMUNITY HOSPITALS, AMBULATORY AND URGENT CARE CENTERS, BEHAVIORAL HEALTH PROGRAMS AND HOME CAREIN A SHARED MISSION TO EXPAND ACCESS TO GREAT CARE AND ADVANCE THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. LHMC/LMCP AFFIRMS ITS COMMITMENT TO IDENTIFYING AND SERVING THE HEALTH AND WELLNESS NEEDS OF ITS COMMUNITY THROUGH A COMMUNITY BENEFITS PROGRAM. THE FOUNDATION OF THIS PROGRAM IS A COLLABORATIVE INITIATIVE BETWEEN COLLEAGUES, COMMUNITY LEADERS, REPRESENTATIVES OF COMMUNITY AGENCIES AND COMMUNITY RESIDENTS. THROUGH COLLABORATIVE PLANNING AND COALITION BUILDING, LHMC/LMCP SERVES AS A CATALYST AND COMMUNITY LEADER STRIVING TO IMPROVE THE HEALTH STATUS OF COMMUNITY MEMBERS.MORE BROADLY, LHMC/LMCP'S COMMUNITY BENEFITS MISSION IS FULFILLED BY: INVOLVING THE LHMC/LMCP'S STAFF, INCLUDING ITS LEADERSHIP, AND DOZENS OF COMMUNITY PARTNERS IN THE COMMUNITY HEALTH ASSESSMENT PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION AND OVERSIGHT OF THE IMPLEMENTATION STRATEGY; ENGAGING AND LEARNING FROM RESIDENTS THROUGHOUT LHMC/LMCP'S SERVICE AREA IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, INCLUDING ASSESSMENT, PLANNING, IMPLEMENTATION AND EVALUATION. IN THIS REGARD, SPECIAL ATTENTION IS GIVEN TO ENGAGING DIVERSE PERSPECTIVES OF THOSE WHO ARE NOT PATIENTS OF LHMC/LMCP AND THOSE WHO ARE OFTEN LEFT OUT OF THESE ASSESSMENT, PLANNING, AND PROGRAM IMPLEMENTATION PROCESSES; ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) TO IDENTIFY UNMET HEALTH-RELATED NEEDS AND TO CHARACTERIZE THOSE IN THE COMMUNITY WHO ARE MOST VULNERABLE AND FACE DISPARITIES IN ACCESS AND OUTCOMES; IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN LHMC/LMCP'S CBSA THAT ARE GEARED TOWARD IMPROVING THE CURRENT AND FUTURE HEALTH STATUS OF INDIVIDUALS, FAMILIES AND COMMUNITIES BY REMOVING BARRIERS TO CARE, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, STRENGTHENING THE HEALTH CARE SYSTEM AND WORKING TO DECREASE THE BURDEN OF LEADING HEALTH ISSUES; AND FACILITATING COLLABORATION AND PARTNERSHIP WITHIN AND ACROSS SECTORS (E.G., PUBLIC HEALTH, HEALTH CARE, SOCIAL SERVICES, BUSINESS, ACADEMIC, AND COMMUNITY HEALTH) TO ADVOCATE FOR, SUPPORT, AND IMPLEMENT EFFECTIVE HEALTH POLICIES, COMMUNITY PROGRAMS AND SERVICES.COMMUNITY BENEFITS SUMMARYDURING THE FISCAL YEAR COVERED BY THIS FILING, LHMC/LMCP PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $1,919,625 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMLHMC/LMCP IS A MEMBER OF BILH. WHILE LHMC/LMCP OVERSEES LOCAL COMMUNITY BENEFITS PROGRAMMING AND COMMUNITY ENGAGEMENT EFFORTS, COMMUNITY BENEFITS IS UNDER THE PURVIEW OF THE BILH CHIEF STRATEGY OFFICER. THIS STRUCTURE ENSURES THAT COMMUNITY BENEFITS EFFORTS, PRIORITIZATION, PLANNING AND STRATEGY ALIGN AND/OR ARE INTEGRATED WITH LOCAL AND SYSTEM STRATEGIC AND REGULATORY PRIORITIES. THE LHMC/LMCP COMMUNITY BENEFITS PROGRAM IS LED BY A REGIONAL MANAGER OF COMMUNITY BENEFITS/COMMUNITY RELATIONS. THE REGIONAL MANAGER HAS DIRECT ACCESS AND IS ACCOUNTABLE TO THE LHMC/LMCP PRESIDENT AND THE BILH VICE PRESIDENT OF COMMUNITY BENEFITS/COMMUNITY RELATIONS, THE LATTER OF WHOM REPORTS DIRECTLY TO THE BILH CHIEF STRATEGY OFFICER. IT IS THE RESPONSIBILITY OF THESE SENIOR MANAGERS TO ENSURE THAT COMMUNITY BENEFITS IS ADDRESSED BY THE ENTIRE ORGANIZATION AND THAT THE NEEDS OF THE UNDERSERVED POPULATIONS ARE CONSIDERED EVERY DAY IN DISCUSSIONS ON RESOURCE ALLOCATION, POLICIES, AND PROGRAM DEVELOPMENT. MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENTINTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE (IRC) SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES TO MAINTAIN ITS TAX-EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. LHMC/LMCP COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN 2019. THAT CHNA WAS APPROVED BY THE LHMC/LMCP BOARD OF TRUSTEES ON SEPTEMBER 16, 2019. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO APPROVED BY THE BOARD ON SEPTEMBER 16, 2019, WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER 501(R). THE MOST RECENT CHNA AND THE ASSOCIATED IMPLEMENTATION STRATEGY ARE THE CULMINATION OF SEVERAL MONTHS OF WORK AND WERE BORNE LARGELY OF LHMC/LMCP'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA WITH AN EMPHASIS ON THOSE WHO ARE MOST DISADVANTAGED. THE PROJECT ALSO FULFILLS COMMONWEALTH ATTORNEY GENERAL'S OFFICE (AGO) AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT LHMC/LMCP ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW LHMC/LMCP, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT, WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.COMMUNITY HEALTH NEEDS ASSESSMENTTARGETED GEOGRAPHY AND POPULATIONSLHMC/LMCP'S CBSA INCLUDES EIGHT COMMUNITIES: ARLINGTON, BEDFORD, BILLERICA, BURLINGTON, LEXINGTON, LOWELL, LYNNFIELD, AND PEABODY. GIVEN THAT LHMC/LMCP OPERATES MULTIPLE BUILDINGS UNDER A SINGLE STATE LICENSE AND SERVES DIFFERENT GEOGRAPHIC AREAS AND POPULATIONS, THE COMMUNITIES THAT ARE PART OF THE CBSA ARE AN AGGREGATE OF THESE AREAS AND POPULATIONS. THE CBSA DOES NOT EXCLUDE MEDICALLY UNDERSERVED, LOW-INCOME, OR MINORITY POPULATIONS. FOR THIS ASSESSMENT, LHMC/LMCP MADE EVERY EFFORT TO IDENTIFY THE HEALTH NEEDS OF ALL RESIDENTS WITHIN ITS CBSA, REGARDLESS OF WHETHER THEY USE OR HAVE USED SERVICES AT ITS FACILITIES. TARGET POPULATIONS FOR LHMC/LMCP'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS AND A CHNA THAT IS CONDUCTED EVERY THREE YEARS IN ACCORDANCE WITH THE REQUIREMENTS UNDER IRC SECTION 501(R). FORM 990 SCHEDULE H PART V, SECTION C: LHMC/LMCP'S'S TARGET POPULATIONS FOCUS ON MEDICALLY UNDERSERVED AND VULNERABLE GROUPS OF ALL AGES IN THE CBSA, AS FOLLOWS: LOW-RESOURCE INDIVIDUALS AND FAMILIES OLDER ADULTS YOUTH/ADOLESCENTS INDIVIDUALS AND FAMILIES WITH CHRONIC/COMPLEX CONDITIONSLHMC/LMCP'S PROGRAMS MIRROR THE FIVE CORE PRINCIPLES OUTLINED BY THE PUBLIC HEALTH INSTITUTE IN TERMS OF THE "EMPHASIS ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH-RELATED NEEDS; EMPHASIS ON PRIMARY PREVENTION; BUILDING A SEAMLESS CONTINUUM OF CARE; BUILDING COMMUNITY CAPACITY; AND COLLABORATIVE GOVERNANCE." PROGRAMS DEVELOPED WILL AIM TO ADDRESS AND IMPROVE UPON THE FOLLOWING PRIORITY AREAS: CHRONIC/COMPLEX CONDITIONS AND RISK FACTORS MENTAL HEALTH DISORDERS AND SUBSTANCE USE DISORDERS SOCIAL DETERMINANTS OF HEALTH AND ACCESS TO CARE2019 COMMUNITY HEALTH NEEDS ASSESSMENTSUMMARY OF APPROACH AND METHODSTHE ASSESSMENT BEGAN WITH THE CREATION OF A STEERING COMMITTEE COMPOSED OF REPRESENTATIVES FROM THE FORMER LAHEY HEALTH SYSTEM, INCLUDING LHMC/LMCP, WINCHESTER HOSPITAL, AND BEVERLY HOSPITAL-ADDISON GILBERT HOSPITAL. THE HOSPITAL HIRED JSI, A PUBLIC HEALTH RESEARCH AND CONSULTING FIRM IN BOSTON, TO COMPLETE THE CHNA AND IMPLEMENTATION STRATEGY. THE STEERING COMMITTEE PROVIDED VITAL OVERSIGHT OF THE CHNA APPROACH, METHODS, AND REPORTING PROCESS. LHMC/LMCP ENGAGED ITS CBAC, MADE UP OF HOSPITAL LEADERSHIP AND CLINICAL STAFF, LOCAL SERVICE PROVIDERS, AND KEY COMMUNITY STAKEHOLDERS, EXTENSIVELY THROUGHOUT THIS PROCESS. THIS GROUP MET THREE TIMES OVER THE COURSE OF THE ASSESSMENT AND PROVIDED INPUT ON THE ASSESSMENT APPROACH, VETTED PRELIMINARY FINDINGS, AND HELPED PRIORITIZE COMMUNITY HEALTH ISSUES AND VULNERABLE POPULATIONS. THE CBAC ALSO REVIEWED AND PROVIDED FEEDBACK ON THE ASSOCIATED IMPLEMENTATION STRATEGY. FINALLY, THE PROJECT ADVISORY COMMITTEE (PAC) WAS CONVENED TO PROVIDE INPUT AND FEEDBACK FROM A SYSTEM WIDE PERSPECTIVE. THE PAC WAS COMPOSED OF REPRESENTATIVES FROM CLINICAL AND ADMINISTRATIVE LEADERSHIP AND LOCAL PUBLIC HEALTH OFFICIALS, ALONG WITH COMMUNITY RELATIONS STAFF. THE PAC MET THREE TIMES OVER THE COURSE OF THE PROJECT, PROVIDED BROAD-BASED FEEDBACK ON THE APPROACH, AND VETTED PRELIMINARY FINDINGS RELATIVE TO PRIORITY COMMUNITY HEALTH ISSUES AND VULNERABLE POPULATIONS. 2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSDETAIL OF APPROACH AND METHODSQUANTITATIVE DATA FROM A BROAD RANGE OF SOURCES WAS COLLECTED AND ANALYZED TO CHARACTERIZE COMMUNITIES IN LHMC/LMCP'S CBSA, MEASURE HEALTH STATUS, AND INFORM A COMPREHENSIVE UNDERSTANDING OF THE HEALTH-RELATED ISSUES. SOURCES INCLUDED: U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2013-2017) MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2017 AND 2018-2019) FBI UNIFORM CRIME REPORTS (2017) MDPH, REGISTRY OF VITAL RECORDS AND STATISTICS (2015) MDPH, BUREAU OF SUBSTANCE ABUSE SERVICES (2017) MDPH, ANNUAL REPORTS ON BIRTHS (2016) MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2017) MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL PROFILES (FY2013-2017) MASSACHUSETTS CHIA HOSPITAL DISCHARGES (2017) MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2018) YOUTH RISK BEHAVIOR SURVEYS (2017 AND 2018)TO AUGMENT THE QUANTITATIVE DATA FROM MDPH, JSI WORKED WITH THE MASSACHUSETTS CENTER FOR HEALTH INFORMATION AND ANALYSIS (CHIA) TO OBTAIN 2018 INPATIENT HOSPITAL DISCHARGE DATA FOR ALL OF THE MUNICIPALITIES IN THE SERVICE AREA.THE IMPACT OF ANY ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL FACILITY'S PRIOR CHNA(S) WAS NOT INCLUDED IN THIS MOST RECENTLY CONDUCTED CHNA. 2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSKEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)LHMC/LMCP WITH THE HELP OF JOHN SNOW, INC., CONDUCTED 28 KEY INFORMANT INTERVIEWS WITH COMMUNITY STAKEHOLDERS, INCLUDING REPRESENTATIVES FROM HOSPITAL AND MUNICIPAL LEADERSHIP, THE BUSINESS COMMUNITY, PUBLIC HEALTH DEPARTMENTS, SOCIAL SERVICE PROVIDERS, SCHOOLS, AND COMMUNITY HEALTH COALITIONS. JSI ALSO FACILITATED FIVE FOCUS GROUPS. APPENDIX A IN THE LHMC/LMCP CHNA INCLUDES DETAILS ON SESSION DATES, PARTICIPANTS, SECTORS, AND THE QUESTIONS ASKED.2019 COMMUNITY HEATH NEEDS ASSESSMENT PROCESSFOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)FIVE FOCUS GROUPS WITH IDENTIFIED UNDERSERVED POPULATIONS WERE ALSO HELD. COMMUNITY DIALOGUES AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS FROM ACROSS THE CITY AND TOWNS THAT COMPRISE THE LHMC/LMCP REGION. PARTICIPANTS REPRESENTED DIFFERENT AUDIENCES, INCLUDING LEADERS IN EMERGENCY RESPONSE, EDUCATION, HEALTH CARE AND SOCIAL SERVICE ORGANIZATIONS FOCUSING ON VULNERABLE POPULATIONS (E.G., YOUTH, SENIORS, MINORITY GROUPS AND FOREIGN-LANGUAGE SPEAKERS) (SCHEDULE H, PART V, SECTION B, QUESTIONS 3 AND 5). ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED APPROXIMATELY 500 PEOPLE. APPENDIX A IN THE LHMC CHNA INCLUDES DETAILS ON SESSION DATES, PARTICIPANTS, SECTORS, AND THE QUESTIONS ASKED.2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSREVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTS THE LHMC/LMCP COMMUNITY HEALTH IMPLEMENTATION STRATEGY WAS DEVELOPED BY A TEAM COMPRISED OF HOSPITAL LEADERSHIP, MEDICAL STAFF, COMMUNITY BENEFITS STAFF AND COMMUNITY REPRESENTATION. THE GROUP REVIEWED PROGRESS TOWARD GOALS AND OBJECTIVES OF THE PRIOR THREE-YEAR PERIOD, AS WELL AS THE CURRENT DATA COLLECTED THROUGH THE CHNA, TO HELP ENVISION AND DEFINE PRIORITY AREAS FOR THE FUTURE. THE IMPLEMENTATION STRATEGY IDENTIFIED PRIORITY AREAS AND DEFINED GOALS, ALONG WITH OBJECTIVES FOR EACH GOAL AND DRAFTED STRATEGIES TO OPERATIONALIZE THESE OBJECTIVES. FORM 990 SCHEDULE H PART V, SECTION C: 2019 COMMUNITY HEALTH NEEDS ASSESSMENTKEY FINDINGSBELOW IS A HIGH-LEVEL SUMMARY OF HEALTH-RELATED FINDINGS THAT WERE IDENTIFIED AFTER A COMPREHENSIVE REVIEW OF ALL THE QUANTITATIVE AND QUALITATIVE INFORMATION THAT WAS COLLECTED AS PART OF THE CHNA. A DETAILED AND IN-DEPTH DISCUSSION OF KEY FINDINGS IS INCLUDED IN THE FULL CHNA REPORT. SOCIAL DETERMINANTS OF HEALTH (E.G., TRANSPORTATION, ECONOMIC STABILITY, ACCESS TO CARE, HOUSING, FOOD INSECURITY) AFFECT MANY SEGMENTS OF THE POPULATION. A KEY THEME FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS, FOCUS GROUPS, LISTENING SESSIONS, AND COMMUNITY HEALTH SURVEY WAS THE CONTINUED IMPACT THAT SOCIAL DETERMINANTS OF HEALTH HAVE ON RESIDENTS OF LHMC/LMCP'S SERVICE AREA, ESPECIALLY THOSE WHO ARE LOW TO MODERATE INCOME, ARE FRAIL OR HOMEBOUND, HAVE MENTAL HEALTH OR SUBSTANCE USE ISSUES, OR LACK A CLOSE SUPPORT SYSTEM. CERTAIN POPULATIONS ARE MORE VULNERABLE TO HEALTH CARE DISPARITIES AND BARRIERS TO CARE. DESPITE THE FACT THAT MASSACHUSETTS HAS ONE OF HIGHEST RATES OF HEALTH INSURANCE ENROLLMENT AND THE COMMUNITIES THAT MAKE UP LHMC/LMCP'S SERVICE AREA HAVE STRONG, ROBUST SAFETY-NET SYSTEMS, THERE ARE STILL SUBSTANTIAL NUMBERS OF LOW-INCOME, MEDICAID-COVERED, UNINSURED, AND OTHERWISE VULNERABLE INDIVIDUALS WHO FACE HEALTH DISPARITIES AND ARE NOT ENGAGED IN ESSENTIAL MEDICAL AND BEHAVIORAL SERVICES. EFFORTS NEED TO BE MADE TO EXPAND ACCESS, REDUCE BARRIERS TO CARE, AND IMPROVE THE QUALITY OF PRIMARY MEDICAL CARE, MEDICAL SPECIALTY, AND BEHAVIORAL HEALTH SERVICES. MENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY/STRESS, ACCESS TO TREATMENT, STIGMA) UNDERLIE MANY HEALTH AND SOCIAL CONCERNS. NEARLY EVERY KEY INFORMANT INTERVIEW, FOCUS GROUP, AND LISTENING SESSION INCLUDED DISCUSSIONS ON THE IMPACT OF MENTAL HEALTH ISSUES. A REVIEW OF THE QUANTITATIVE AND QUALITATIVE INFORMATION INDICATED THAT DEPRESSION, ANXIETY/STRESS, AND SOCIAL ISOLATION WERE THE LEADING CONCERNS. THERE WERE PARTICULAR CONCERNS ABOUT THE IMPACT OF DEPRESSION, ANXIETY, AND E-CIGARETTES/VAPING ON YOUTH AND SOCIAL ISOLATION AMONG OLDER ADULTS. SUBSTANCE DEPENDENCY CONTINUES TO AFFECT INDIVIDUALS, FAMILIES, AND COMMUNITIES. THE OPIOID EPIDEMIC CONTINUES TO BE AN AREA OF FOCUS. BEYOND OPIOIDS, KEY INFORMANTS WERE ALSO CONCERNED ABOUT ALCOHOL MISUSE, CHANGING COMMUNITY NORMS IN LIGHT OF THE LEGALIZATION OF RECREATIONAL MARIJUANA USE, AND E-CIGARETTES/VAPING AMONG ADOLESCENTS. CHRONIC DISEASES (E.G., CARDIOVASCULAR DISEASE, CANCER, DIABETES, ASTHMA) REQUIRE MORE EDUCATION, SCREENING/EARLY INTERVENTION, AND MANAGEMENT AND A FOCUS ON RISK FACTORS. ALTHOUGH THERE WAS MAJOR EMPHASIS ON BEHAVIORAL HEALTH ISSUES, MANY KEY INFORMANTS, FOCUS GROUP PARTICIPANTS, AND LISTENING SESSION PARTICIPANTS IDENTIFIED A NEED TO ADDRESS THE MANY RISK FACTORS ASSOCIATED WITH CHRONIC AND COMPLEX HEALTH CONDITIONS. PHYSICAL INACTIVITY AND POOR NUTRITION/LIFESTYLE WERE DISCUSSED BY MANY, WITH SOME OF THESE ISSUES BEING ASSOCIATED WITH AGE (MOBILITY ISSUES AMONG OLDER ADULTS), EDUCATION/HEALTH LITERACY (LACK OF UNDERSTANDING ABOUT HEALTHY EATING), AND SOCIOECONOMIC STATUS (FRESH FOODS BEING EXPENSIVE AND GYMS AND HEALTH CENTERS BEING UNAFFORDABLE). ADDRESSING THE LEADING RISK FACTORS IS AT THE ROOT OF MANY CHRONIC DISEASE PREVENTION AND MANAGEMENT STRATEGIES.COMMUNITY HEALTH NEEDS ASSESSMENT AND ACTIVITIES REPORTED IN THIS FILINGTHE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, WILL INFORM LHMC'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2020; SEPTEMBER 30, 2021; AND SEPTEMBER 30, 2022.COMMUNITY HEALTH NEEDS ASSESSMENTADDRESSING COMMUNITY HEALTH NEEDSLHMC/LMCP STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY THAT ARE AVAILABLE UPON REQUEST AND ON THE HOSPITAL'S WEBSITE AT: HTTPS://WWW.LAHEY.ORG/LHMC/WP-CONTENT/UPLOADS/SITES/2/2019/09/LHMC-FINAL-CHNA-PDF.PDF.IN ADDITION, THE CHNA THAT WAS PREVIOUSLY COMPLETED DURING THE FISCAL YEAR ENDED FY16 IS AVAILABLE ON THE HOSPITAL'S WEBSITE AT: HTTPS://WWW.LAHEY.ORG/LHMC/WP-CONTENT/UPLOADS/SITES/2/2019/08/LHMC-MASTER-REPORT-AND-APPENDICES.PDF.BOTH DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST (SCHEDULE H, PART V, SECTION B, LINE 7A). COMMUNITY HEALTH NEEDS ASSESSMENT AND ACTIVITIES REPORTED IN THIS FILINGTHE PREVIOUS NEEDS ASSESSMENT AND ACCOMPANYING IMPLEMENTATION PLAN WERE APPROVED BY THE LHMC BOARD OF TRUSTEES ON FEBRUARY 22, 2016 AND INFORMED LHMC'S COMMUNITY BENEFITS PROCESS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2017; SEPTEMBER 30, 2018; AND SEPTEMBER 30, 2019. AS SUCH, THE ACCOMPLISHMENTS AND ACTIVITIES INCLUDED IN THIS FILING AND REPORTED BELOW RELATE TO THE DOCUMENTS APPROVED AS OF SEPTEMBER 30, 2015. 2016 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGYIN FY16, LAHEY HOSPITAL & MEDICAL CENTER, IN CONJUNCTION WITH ALL FOUR HOSPITALS IN THE LAHEY HEALTH SYSTEM, COMPLETED THE REQUIRED TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). SCHEDULE H, PART V, SECTION B, LINE 5: 2016 COMMUNITY HEALTH NEEDS ASSESSMENTTARGETED GEOGRAPHY AND POPULATIONSLHMC'S COMMUNITY BENEFITS INVESTMENTS ARE FOCUSED ON EXPANDING ACCESS, ADDRESSING BARRIERS TO CARE AND IMPROVING THE HEALTH STATUS OF RESIDENTS LIVING IN THE FOLLOWING 13, MOSTLY CONTIGUOUS, MUNICIPALITIES LOCATED IN MIDDLESEX AND ESSEX COUNTIES ARLINGTON, BEDFORD, BILLERICA, BURLINGTON, LEXINGTON, PEABODY, READING, STONEHAM, TEWKSBURY, WAKEFIELD, WILMINGTON, WINCHESTER AND WOBURN. PRIORITY TARGET POPULATIONS LHMC FOCUSES ITS ACTIVITIES TO MEET THE NEEDS OF ALL SEGMENTS OF THE POPULATION WITH RESPECT TO AGE, RACE, ETHNICITY, INCOME, GENDER IDENTITY AND SEXUAL ORIENTATION TO ENSURE THAT ALL RESIDENTS HAVE THE OPPORTUNITY TO LIVE HEALTHY LIVES. HOWEVER, BASED ON THE ASSESSMENT'S QUANTITATIVE AND QUALITATIVE FINDINGS, THERE WAS BROAD AGREEMENT THAT LHMC'S CHIP SHOULD TARGET LOW-INCOME POPULATIONS (LOW-INCOME INDIVIDUALS/FAMILIES, OLDER ADULTS ON FIXED INCOMES, AND HOMELESS), OLDER ADULT POPULATIONS (FRAIL, ISOLATED OLDER ADULTS), YOUTHS/ADOLESCENTS (13-18-YEAR-OLDS, THOSE IN MIDDLE SCHOOL AND HIGH SCHOOL) AND OTHER VULNERABLE POPULATIONS (DIVERSE RACIAL/ETHNIC MINORITY AND LINGUISTICALLY ISOLATED POPULATIONS) THAT ARE MORE IIKELY THAN OTHER COHORTS TO FACE DISPARITIES IN ACCESS AND HEALTH OUTCOMES.2016 COMMUNITY HEALTH NEEDS ASSESSMENTSUMMARY OF APPROACH AND METHODSTHE CHNA WAS CONDUCTED IN THREE PHASES, ALLOWING LHMC TO COMPILE AN EXTENSIVE AMOUNT OF QUANTITATIVE AND QUALITATIVE DATA, ENGAGE AND INVOLVE KEY INTERNAL AND EXTERNAL STAKEHOLDERS, DEVELOP A REPORT AND DETAILED CHIP AND COMPLY WITH ALL STATE AND FEDERAL IRS COMMUNITY BENEFITS REQUIREMENTS. DATA SOURCES INCLUDED A BROAD ARRAY OF PUBLICLY AVAILABLE SECONDARY DATA, KEY INFORMANT INTERVIEWS, COMMUNITY AND FORUMS AND THE 2015 LHMC COMMUNITY HEALTH SURVEY, WHICH CAPTURED INFORMATION FROM HUNDREDS OF RANDOM HOUSEHOLDS IN LHMC'S PRIMARY SERVICE AREA.2016 COMMUNITY HEALTH NEEDS ASSESSMENTMAJOR HEALTH NEEDS AND HOW PRIORITIES WERE DETERMINEDIN RESPONSE TO THE PRIORITY HEALTH NEEDS IDENTIFIED IN THE 2016 CHNA, LHMC DEVELOPED A THREE YEAR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). THE CHIP WAS DEVELOPED WITH INPUT FROM THE LHMC COMMUNITY BENEFITS ADVISORY BOARD AND APPROVED BY THE LHMC BOARD OF DIRECTORS. IN ADDITION, FEEDBACK FROM COMMUNITY REPORT OUT SESSIONS WAS TAKEN INTO CONSIDERATION WHEN DEVELOPING THE PLAN.THE COMMUNITY BENEFITS PROGRAMS OFFERED IN FY16 WERE DESIGNED TO ADDRESS THE PRIORITY HEALTH NEEDS IDENTIFIED IN THE 2016 CHNA, ALONG WITH THE MASSACHUSETTS STATEWIDE HEALTH PRIORITIES IDENTIFIED BY THE EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES.HEALTH NEEDS IDENTIFIED IN THE 2016 CHNA: BEHAVIORAL HEALTH/SUBSTANCE ABUSE ELDER HEALTH SOCIAL ISOLATION DEPRESSION CARE MANAGEMENT WELLNESS PREVENTION AND CHRONIC DISEASE MANAGEMENT SCHEDULE H, PART V, SECTION B, LINE 5: 2016 COMMUNITY HEALTH NEEDS ASSESSMENTKEY FINDINGS SOCIAL DETERMINANTS OF HEALTH HAVE A MAJOR IMPACT ON MANY SEGMENTS OF THE SERVICE AREA'S POPULATION. RELATIVE TO THE COMMONWEALTH OVERALL, MOST OF THE COMMUNITIES IN LHMC'S PRIMARY SERVICE AREA ARE AFFLUENT AND FARE WELL WITH RESPECT TO THE LEADING HEALTH INDICATORS. HOWEVER, THERE ARE SEGMENTS OF THE POPULATION THAT STRUGGLE TO ACCESS NEEDED HEALTH SERVICES AND EXPERIENCE DISPARITIES IN HEALTH OUTCOMES. ONE OF THE DOMINANT THEMES FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH HAVE ON THE PRIMARY SERVICE AREA, PARTICULARLY ON LOW-INCOME, RACIALLY/ETHNICALLY DIVERSE, AND OLDER ADULT COHORTS. SOCIAL DETERMINANTS SUCH AS POVERTY, LACK OF EMPLOYMENT OPPORTUNITIES, LIMITED TRANSPORTATION, LIMITED HEALTH LITERACY, LINGUISTIC BARRIERS, LACK OF SOCIAL SUPPORT, AND DOMESTIC VIOLENCE LIMIT MANY PEOPLE'S ABILITY TO CARE FOR THEIR OWN AND THEIR FAMILY'S HEALTH. LIMITED ACCESS TO PRIMARY CARE, ORAL HEALTH, AND BEHAVIORAL HEALTH SERVICES FOR LOW-INCOME, MEDICAID-INSURED, UNINSURED, AND OTHER VULNERABLE POPULATION SEGMENTS. MASSACHUSETTS HAS ONE OF THE HIGHEST RATES OF HEALTH INSURANCE COVERAGE AND ONE OF THE STRONGEST, MOST ROBUST HEALTH SERVICE SYSTEMS IN THE NATION. NONETHELESS, THERE ARE STILL POCKETS OF LOW-INCOME, MEDICAID-INSURED, UNINSURED, AND UNDERINSURED RESIDENTS IN THE SERVICE AREA WHO HAVE LIMITED ACCESS TO NEEDED SERVICES AND/OR ARE NOT PROPERLY ENGAGED IN ESSENTIAL MEDICAL, ORAL, AND BEHAVIORAL HEALTH SERVICES. BEHAVIORAL HEALTH AND ORAL HEALTH SERVICES ARE A PARTICULAR CONCERN. AS WILL BE DISCUSSED BELOW, THESE POPULATIONS ARE, IN TURN, MORE LIKELY TO USE THE EMERGENCY ROOM AND MORE LIKELY TO HAVE HEALTH RISK FACTORS SUCH AS OBESITY, POOR FITNESS, AND RISKY ALCOHOL USE, AND BE MORE PRONE TO DIABETES, HYPERTENSION, AND ASTHMA. HIGH RATES OF THE LEADING HEALTH RISK FACTORS. ANOTHER LEADING FINDING DRAWN FROM THE ASSESSMENT'S QUANTITATIVE DATA WAS THE FACT THAT MANY CITIES AND TOWNS IN LHMC'S PRIMARY SERVICE AREA HAVE RATES OF CHRONIC PHYSICAL AND BEHAVIORAL HEALTH CONDITIONS THAT ARE HIGHER THAN COMMONWEALTH AVERAGES. IN SOME PEOPLE, THESE CONDITIONS HAVE UNDERLYING GENETIC AND BIOLOGICAL CAUSES THAT ARE DIFFICULT TO COUNTER. HOWEVER, MOST OF THESE CONDITIONS ARE CONSIDERED PREVENTABLE OR AT LEAST MANAGEABLE. ADDRESSING THE LEADING HEALTH RISK FACTORS (I.E., OBESITY, LACK OF FITNESS, POOR NUTRITION, TOBACCO USE, AND ALCOHOL ABUSE) IS CRITICAL TO CHRONIC DISEASE PREVENTION AND MANAGEMENT EFFORTS. IT SHOULD BE NOTED THAT MOST CITIES AND TOWNS IN LHMC'S PRIMARY SERVICE AREA FARE WELL AS A WHOLE COMPARED WITH COMMONWEALTH AVERAGES FOR THESE RISK FACTORS. HOWEVER, THERE ARE CITIES/TOWNS WHOSE RATES ARE NOT AS FAVORABLE AND SEGMENTS OF POPULATIONS IN ALL MUNICIPALITIES THAT DO NOT FARE AS WELL AND HAVE MAJOR RISK FACTORS. AS STATED ABOVE, THOSE AT RISK ARE MORE LIKELY TO BE LOW INCOME, OLDER ADULTS, OR FOREIGN BORN. HIGH RATES OF SUBSTANCE USE AND MENTAL HEALTH ISSUES. ONE OF THE LEADING FINDINGS FROM THE ASSESSMENT WAS THE PROFOUND IMPACT THAT SUBSTANCE USE AND MENTAL HEALTH ARE HAVING ON INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGHOUT LHMC'S PRIMARY SERVICE AREA. DEPRESSION/ANXIETY, SUICIDE, ALCOHOL ABUSE, OPIOID AND PRESCRIPTION DRUG ABUSE, AND MARIJUANA USE AMONG YOUTHS ARE MAJOR HEALTH ISSUES. NUMEROUS RESIDENTS AND AREA SERVICE PROVIDERS SPOKE PASSIONATELY DURING INTERVIEWS AND COMMUNITY FORUMS ABOUT THE TREMENDOUS IMPACT THAT THESE ISSUES HAVE ON MANY INDIVIDUALS AND FAMILIES IN THE PRIMARY SERVICE AREA. OPIOID ABUSE WAS A PARTICULAR CONCERN FOR RESIDENTS AND SERVICE PROVIDERS IN LHMC'S PRIMARY SERVICE AREA, AND ALL SEGMENTS OF THE POPULATION (BY AGE AND INCOME) CALLED FOR GREATER OUTREACH, EDUCATION, SCREENING, AND TREATMENT SERVICES. HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS, PARTICULARLY FOR LOW-INCOME POPULATIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER AND ASTHMA). THE ASSESSMENT'S QUANTITATIVE DATA SHOW THAT LHMC'S SERVICE AREA FARES BETTER THAN THE COMMONWEALTH OVERALL WITH RESPECT TO CHRONIC DISEASE RATES, BUT A NUMBER OF TOWNS FARE LESS FAVORABLY, AND THE RATES FOR LOW-INCOME AND OLDER ADULT POPULATIONS ARE VERY HIGH. IT SHOULD BE NOTED THAT EVEN FOR THOSE COMMUNITIES THAT DO NOT HAVE RATES THAT ARE STATISTICALLY HIGHER THAN THE COMMONWEALTH'S, THESE CONDITIONS ARE STILL THE LEADING CAUSES OF PREMATURE DEATH. HIGH RATES OF CANCER, PARTICULARLY FOR LOW-INCOME, RACIALLY/ETHNICALLY DIVERSE AND OTHERWISE AT-RISK POPULATION SEGMENTS. MANY OF THE COMMUNITIES THAT ARE PART OF LHMC'S PRIMARY SERVICE AREA HAVE HIGH CANCER INCIDENCE, HOSPITALIZATION, OR MORTALITY RATES. THIS IS PARTICULARLY TRUE FOR CERTAIN CANCERS IN SPECIFIC COMMUNITIES. MYRIAD FACTORS ARE ASSOCIATED WITH CANCER, AND MANY OF THEM ARE VERY DIFFICULT TO ASSESS COMPLETELY OR TO ADDRESS. HOWEVER, AT THE ROOT OF ADDRESSING CANCER AND HIGH MORTALITY ARE SCREENING, EARLY DETECTION, PEER SUPPORT, AND ACCESS TO TIMELY, SUPPORTIVE, QUALITY TREATMENT. COMMUNITY HEALTH NEEDS ASSESSMENTMAKING THE CHNA AND IMPLEMENTATION STRATEGY WIDELY AVAILABLELHMC/LMCP STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY. THE FINDINGS WERE SHARED AT VARIOUS COMMUNITY MEETINGS. COPIES OF THE REPORT ARE AVAILABLE UPON REQUEST AND ON THE HOSPITAL'S WEBSITE AT: HTTPS://WWW.LAHEY.ORG/LHMC/WP-CONTENT/UPLOADS/SITES/2/2019/08/LHMC-MASTER-REPORT-AND-APPENDICES.PDFIN ADDITION, THE MOST RECENT CHNA HAS ALSO BEEN SHARED PUBLICLY AND COPIES ARE AVAILABLE UPON REQUEST AND ON THE HOSPITAL'S WEBSITE ATHTTPS://WWW.LAHEY.ORG/LHMC/WP-CONTENT/UPLOADS/SITES/2/2019/09/LHMC-FINAL-CHNA-PDF.PDF.BOTH DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST (SCHEDULE H, PART V, SECTION B, LINE 7A). SCHEDULE H, PART V, SECTION B, LINE 11: COMMUNITY HEALTH NEEDS ASSESSMENTADDRESSING COMMUNITY HEALTH NEEDSFY19 SCHEDULE HIMPLEMENTATION STRATEGY UPDATETHE COMMUNITY BENEFITS PROGRAMS THAT LHMC/LMCP OFFERED TO MEET THESE MOST PRESSING HEALTH CARE NEEDS INCLUDE THE FOLLOWING:FOCUS ON COLLABORATIVE CARE MODELTHE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) REPORTS THAT ONE IN FOUR INDIVIDUALS EXPERIENCES A MENTAL ILLNESS EACH YEAR, UNDERSCORING A CRITICAL NEED FOR MENTAL HEALTHCARE ACCESS ACROSS ALL PATIENT POPULATIONS. IN THE FY19 LHMC/LMCP CHNA, MENTAL HEALTHINCLUDING DEPRESSION, ANXIETY, STRESS, SERIOUS MENTAL ILLNESS AND OTHER CONDITIONSWAS OVERWHELMINGLY IDENTIFIED AS ONE OF THE LEADING HEALTH ISSUES FOR RESIDENTS OF THE SERVICE AREA. FURTHER, INDIVIDUALS FROM ACROSS THE HEALTH SERVICE SPECTRUM DISCUSSED THE BURDEN OF MENTAL HEALTH ISSUES FOR ALL SEGMENTS OF THE POPULATION, SPECIFICALLY THE PREVALENCE OF DEPRESSION AND ANXIETY.IN AN EFFORT TO MEET THIS NEED, LHPC ADOPTED THE COLLABORATIVE CARE MODEL (COCM). THE MODEL WILL BE EXPANDED TO ADDITIONAL COMMUNITIES THROUGHOUT THE BETH ISRAEL LAHEY HEALTH SERVICE AREA. COLLABORATIVE CARE IS A NATIONALLY RECOGNIZED, PRIMARY CARE-LED PROGRAM THAT SPECIALIZES IN PROVIDING BEHAVIORAL HEALTH SERVICES IN THE PRIMARY CARE SETTING. THE SERVICES ARE PROVIDED BY A LICENSED BEHAVIORAL HEALTH CLINICIAN AND INCLUDE COUNSELING SESSIONS, PHONE CONSULTATIONS WITH A PSYCHIATRIST, COORDINATION AND FOLLOW UP CARE. THE BEHAVIORAL HEALTH CLINICIAN WORKS CLOSELY WITH THE PRIMARY CARE PROVIDER IN AN INTEGRATIVE TEAM APPROACH TO TREATING A VARIETY OF MEDICAL AND MENTAL HEALTH CONDITIONS.THE PRIMARY CARE PROVIDER AND THE BEHAVIORAL HEALTH CLINICIAN DEVELOP A TREATMENT PLAN THAT IS SPECIFIC TO THE PATIENT'S PERSONAL GOALS. THE BEHAVIORAL HEALTH CLINICIAN USES THERAPIES THAT ARE PROVEN TO WORK IN PRIMARY CARE. A CONSULTING PSYCHIATRIST MAY ADVISE THE PRIMARY CARE PROVIDER ON MEDICATIONS THAT MAY BE HELPFUL. IN FY19 LHMC REACHED HIRED AND TRAINED BEHAVIORAL HEALTH CLINICIANS AND REACHED 3,501 PATIENTS ACROSS 4 PRIMARY CARE PRACTICES.FOCUS ON WELLNESS, PREVENTION AND CHRONIC DISEASE MANAGEMENTTHE WOMEN'S LEADERSHIP COUNCIL (WLC) AT LHMC WAS FOUNDED IN 2004 BY A GROUP OF FEMALE COMMUNITY LEADERS AND PHYSICIANS WITH THE GOAL OF EDUCATING AND EMPOWERING WOMEN TO BE THEIR OWN HEALTH CARE ADVOCATES. ONE OF THE WAYS THEY ACHIEVE THAT MISSION IS THROUGH THE WOMEN'S HEALTH LECTURE SERIES, A FORUM THAT SUPPORTS EDUCATION AND HEALTH CARE ADVOCACY FOR WOMEN OF ALL AGES. THE LECTURE TOPICS ARE DERIVED DIRECTLY FROM THE LHMC/LMCP CHNA AND ARE CHOSEN BY THE WLC EDUCATION COMMITTEE WITH INPUT FROM THE CLINICAL ADVISORY COMMITTEE. THE LECTURES ARE FREE AND OPEN TO THE PUBLIC. IN FY19, THE WLC HOSTED THREE LECTURES AND SERVED APPROXIMATELY 480 PEOPLE. IN FY19, LHMC ALSO PARTNERED WITH THE MERRIMACK VALLEY FOOD BANK (MVFB) TO PROVIDE $10,000 FUNDING TO SUPPORT ITS COMMUNITY MARKET PROGRAM, WHICH SERVED 1,194 RESIDENTS OF FOUR LOWELL HOUSING AUTHORITY (LHA) PROPERTIES, OFFERING THEM THE OPPORTUNITY TO SUPPLEMENT THEIR FOOD BY ENJOYING FRESH PRODUCE AT NO COST. IN ADDITION TO THE FRESH PRODUCE, THE MARKET FREQUENTLY OFFERS BOTTLED WATER, JUICE, AND OTHER ITEMS. THE MARKET OPERATES IN ONE LOCATION EACH FRIDAY SO THAT RESIDENTS OF EACH COMPLEX ARE ABLE TO ATTEND ONCE PER MONTH. THERE ARE INTERPRETERS AT THE MARKETS, WHERE MOST GUESTS ARE SPEAKERS OF OTHER LANGUAGES, AND OUTREACH MATERIALS ARE TRANSLATED INTO SPANISH AND KHMER FOR ALL PARTNER SITES. IN FY18, LHMC PROVIDED FUNDING TO MILL CITY GROWS (MCG) TO SUPPORT A MOBILE MARKET IN LOWELL THAT INCREASED ACCESS TO FRESH FRUITS AND VEGETABLES FOR OVER 1,400 LOW-INCOME SENIORS. THIS WORK CONTINUED INTO FY19 WHEN LHMC CONTINUED THE PARTNERSHIP WITH MILL CITY GROWS TO PROVIDE FUNDING FOR IMPROVEMENTS TO ITS COMMUNITY-BASED GARDEN PROGRAM. MCG, A LONGTIME PARTNER OF LHMC, HAS DESIGNED AND BUILT AND NOW OVERSEES 20 COMMUNITY AND SCHOOL GARDENS IN LOWELL THAT ARE USED BY OVER 6,500 LOWELL RESIDENTS. IN THIS URBAN ENVIRONMENT WITH NUMEROUS LOW-INCOME NEIGHBORHOODS, ENVIRONMENTAL CHALLENGES EXIST THAT CONTRIBUTE TO HEALTH INEQUITIES AMONG LOW-INCOME FAMILIES, ELDERS, IMMIGRANTS AND REFUGEE RESIDENTS. MCG'S SEVEN COMMUNITY GARDENS INCLUDE 199 GARDEN BEDS. THESE GARDEN BEDS ARE ASSIGNED TO LOCAL RESIDENTS FOR THEIR PERSONAL USE FROM APRIL TO NOVEMBER EACH YEAR TO GROW AND HARVEST PRODUCE. SCHOOL GARDENS ARE AVAILABLE AT 13 OF LOWELL'S PUBLIC SCHOOLS (LPS), WHERE OVER 6,000 STUDENTS CAN PARTICIPATE IN GARDENING THROUGH IN-CLASSROOM, AFTERSCHOOL AND OUT-OF-SCHOOL ACTIVITIES. MCG'S EDUCATION TEAM PROVIDES IN-SCHOOL LESSONS AT TWO TO FOUR HIGH-NEEDS SCHOOLS IN LOWELL, AFTERSCHOOL PROGRAMMING AT FOUR SCHOOLS, SCHOOLWIDE TASTE TESTS OF LOCAL PRODUCE FOR UP TO 2,000 STUDENTS, AND FAMILY COOKING CLASSES FOR UP TO 20 FAMILIES PER YEAR.LHMC ALSO PARTNERED WITH THE BURLINGTON RECREATION DEPARTMENT AND THE NATIONAL FITNESS CAMPAIGN (NFC) TO FUND AN OUTDOOR FITNESS COURT, MAKING WHO $40,000 PAYMENTS, ONE IN FY18 AND THE SECOND IN FY19. THE NFC FITNESS COURT IS A FULL-BODY CIRCUIT-TRAINING SYSTEM DESIGNED FOR ADULTS OF ALL AGES AND FITNESS LEVELS. EACH FITNESS COURT FEATURES 30 INDIVIDUAL PIECES OF EQUIPMENT AND SHOCK-RESISTANT SPORTS FLOORING AND INCLUDES EXERCISE STATIONS THAT ALLOW FOR UP TO 28 INDIVIDUALS TO USE THE COURT AT THE SAME TIME. WORKOUTS ARE APP DRIVEN AND CAN BE TAILORED FOR EACH PARTICIPANT. RESEARCH IS INCREASINGLY DEMONSTRATING LINKS BETWEEN SPECIFIC COMMUNITY FACTORS, SUCH AS THE AVAILABILITY OF PARKS, ACCESSIBILITY OF HEALTHY FOODS, AND WALKABILITY OF NEIGHBORHOODS, AND THE CHOICES PEOPLE MAKE IN THEIR DAILY LIVES. THE FITNESS COURT OPENED IN JUNE 2019, AND THE BURLINGTON RECREATION DEPARTMENT HAS HOSTED SEVERAL FREE PILOT CLASSES, HIRED A FITNESS COURT COORDINATOR, AND IS PLANNING FOR A SCHEDULED BIWEEKLY CLASS IN FY20. THE BURLINGTON SITE WAS ALSO SELECTED BY NFC AS A PILOT STUDY SITE AND IS BEING CLOSELY MONITORED FOR USERS AND TOTAL IMPACT. SCHEDULE H, PART V, SECTION B, LINE 11: FOCUS ON ELDER HEALTH:LHMC CONTINUED OUR EXTREMELY SUCCESSFUL PARTNERSHIP WITH MINUTEMAN SENIOR SERVICES IN FY19 TO CONTINUE TO PROVIDE SHINE COUNSELORS AT THE ARLINGTON AND BURLINGTON COUNCILS ON AGING AND AT A DESIGNATED SITE ON THE LHMC CAMPUS AT 41 MALL ROAD. THE CONSUMERS SERVED IN THE LHMC REGION RECEIVED NO-COST, ONE-ON-ONE INSURANCE BENEFITS COUNSELING PROVIDED BY STATE-CERTIFIED SHINE VOLUNTEERS OR STAFF MEMBERS. LHMC IS THE ONLY ACUTE CARE HEALTH SYSTEM SERVING AS A SHINE COUNSELING SITE IN MASSACHUSETTS. THE COLLABORATION INCLUDES PRIVATE, IN-KIND SPACE SO SHINE COUNSELORS CAN BE ACCESSIBLE TO THE HOSPITAL COMMUNITY, VOLUNTEER SUPPORT PROVIDED BY THE LHMC VOLUNTEER SERVICES DEPARTMENT, AND RELATED SERVICES. THE PROGRAM SERVED 672 INDIVIDUALS OVER THE COURSE OF THE YEAR AND 25% OF CONSUMERS WERE BELOW THE FEDERAL POVERTY THRESHOLD, MEANING THESE INDIVIDUALS RECEIVED ADDITIONAL COUNSELING REGARDING MASSHEALTH, HEALTH SAFETY NET AND THE MEDICARE SAVINGS PROGRAM.LHMC HAS A ROBUST, DEDICATED TRAUMA DEPARTMENT COMMITTED TO COMMUNITY-BASED INJURY PREVENTION FOR OLDER ADULTS. ACCORDING TO THE AMERICAN ORTHOPAEDIC ASSOCIATION, FRAGILITY FRACTURES HAVE BECOME NEARLY EPIDEMIC IN THE UNITED STATES AMONG OLDER ADULTS, WITH OVER 2 MILLION FRACTURES OCCURRING EACH YEARMORE THAN THE TOTAL NUMBER OF HEART ATTACKS, STROKES AND BREAST CANCER COMBINED. BASED ON THIS DATA AND COMMUNITY FEEDBACK IN THE MOST RECENT CHNA, MOBILITY AND FALLS PREVENTION FOR OLDER ADULTS CONTINUES TO BE A PRIORITY FOR LHMC'S INJURY PREVENTION PROGRAM. IN FY19, LHMC CONTINUED IS EXTREMELY SUCCESSFUL EVIDENCE-BASED A MATTER OF BALANCE FALLS PREVENTION PROGRAM. LHMC HOSTED FIVE EIGHT-WEEK SESSIONS OF THE PROGRAM AND EXPANDED CAPACITY FOR THE PROGRAM IN THE COMMUNITY BY TRAINING 17 COMMUNITY-BASED COACHES. LHMC ALSO FOCUSED ITS ANNUAL INJURY PREVENTION & COMMUNITY OUTREACH CONFERENCE IN FY19 ON FALLS PREVENTION. A TOTAL OF 70 PARTICIPANTS ENROLLED IN THE PROGRAM (SOME HAD STARTED THE PROGRAM DURING FY18; 54 COMPLETED FIVE OR MORE SESSIONS). AGES RANGED FROM 60 TO 95, WITH TWO INDIVIDUALS REPORTING AN AGE LESS THAN 60; THE TOP FOUR AGE GROUPS WERE 80-84 (28%), 75-79 (24%), 85-89 (14%), AND 65-69 (14%). OF THE PARTICIPANTS, 74% WERE FEMALES, 26% MALES, AND 5% WERE NON-RESPONDERS. THIRTY-ONE PERCENT OF PARTICIPANTS REPORTED THAT THEY LIVE ALONE.GOOD NUTRITION HELPS PREVENT DISEASE AND IS ESSENTIAL FOR THE HEALTHY GROWTH AND DEVELOPMENT OF CHILDREN AND ADOLESCENTS. SURVEY DATA FROM THE CDC'S STATE INDICATOR REPORT ON FRUITS AND VEGETABLES SHOWS THAT IN 2018, ONLY 14% OF ADULTS MEET THE DAILY FRUIT INTAKE RECOMMENDATION AND ONLY 11.1% OF ADULTS MEET THE VEGETABLE RECOMMENDATION (CDC, 2018). MOREOVER, ACCORDING TO A RECENT SURVEY CONDUCTED BY THE MASSACHUSETTS HEALTHY AGING COLLABORATIVE, IN ARLINGTON ONLY 32%, IN BURLINGTON ONLY 38%, AND IN BILLERICA ONLY 19% OF SENIORS ARE GETTING THE RECOMMENDED FIVE SERVINGS OF FRUITS AND VEGETABLES PER DAY. ISSUES OF ACCESS TO INFORMATION AS WELL AS EQUITABLE ACCESS TO HEALTHY FOODS BOTH PLAY A ROLE IN THESE LOW FIGURES. TO ADDRESS THIS NEED, LHMC PARTNERED WITH THE NEW ENTRY SUSTAINABLE FARMING PROJECT, AN ORGANIZATION THAT GROWS ORGANIC PRODUCE LOCALLY FOR MIDDLESEX COUNTY, AND RAN FARMERS MARKETS FOR A TOTAL OF 20 WEEKS. THIS IS THE SIXTH YEAR OF A PARTNERSHIP THAT SERVES SENIORS AT THE BURLINGTON, ARLINGTON, AND BILLERICA COUNCILS ON AGING. DEPENDING ON LOCATION, THE PROGRAM SERVED 50-70 SENIORS PER WEEK FROM JUNE THROUGH OCTOBER, AND ON AVERAGE, PARTICIPANTS TOOK HOME SIX VARIETIES OF FRESH, LOCAL PRODUCE EACH WEEK. IN TOTAL, THE PROGRAM DISTRIBUTED MORE THAN 40,000 POUNDS OF PRODUCE TO THE COMMUNITY. OVERALL FITNESS AND PHYSICAL ACTIVITY REDUCE THE RISK FOR MANY CHRONIC DISEASES, ARE LINKED TO GOOD EMOTIONAL HEALTH AND HELP PREVENT DISEASE. ONE WAY THAT LHMC IS ADDRESSING THIS HEALTH NEED IS THROUGH OUR PARTNERSHIP WITH THE METRO NORTH YMCA TO OFFER FREE ENHANCE FITNESS CLASSES IN THE COMMUNITY. ENHANCE FITNESS IS A NATIONALLY OFFERED PROGRAM AT YMCAS ACROSS THE COUNTRY. IT IS AN EVIDENCE-BASED HEALTH INTERVENTION, OFFSETTING THE EFFECTS OF AGING AND CHRONIC ILLNESS AS WELL AS MINIMIZING FALL RISK. PARTICIPANTS WORK ON CARDIO AND MUSCULAR STRENGTH, BALANCE, AND STABILITY, ALL WHILE FOSTERING A SUPPORTIVE SOCIAL COMMUNITY. CLASSES MEET THREE DAYS PER WEEK AND SESSIONS RUN FOR EIGHT WEEKS. FITNESS CHECKS ARE DONE AT THE BEGINNING AND END OF EACH EIGHT-WEEK SESSION. IN FY19, THE YMCA WAS ABLE TO OFFER TWO SESSIONS OF ENHANCE FITNESS AT THE PEABODY YMCA AND PEABODY SENIOR CENTER, AND THIS PARTNERSHIP WILL CONTINUE INTO FY20 AND WILL EXPAND TO THE LYNNFIELD SENIOR CENTER AS WELL. THE PROGRAM SERVED 103 PEOPLE OVER THE COURSE OF THE TWO CLASSES. FOCUS ON SUBSTANCE USE AND MENTAL HEALTHIN FY19, LHMC SUPPORTED THE YOUTH RISK BEHAVIOR SURVEY (YRBS) IN THE LYNNFIELD PUBLIC SCHOOL DISTRICT AND FOR THE MIDDLESEX LEAGUE COLLABORATIVE WHICH INCLUDES THE TOWNS OF ARLINGTON, WAKEFIELD, BELMONT, WATERTOWN, BURLINGTON, WILMINGTON, MELROSE, WINCHESTER, READING, WOBURN, AND STONEHAM. THE YRBS CAN DETERMINE THE PREVALENCE OF HEALTH BEHAVIORS; ASSESS WHETHER HEALTH BEHAVIORS INCREASE, DECREASE, OR STAY THE SAME OVER TIME; EXAMINE THE CO-OCCURRENCE OF HEALTH BEHAVIORS; PROVIDE COMPARISON DATA FOR GEOGRAPHIES AND SUBPOPULATIONS; AND MONITOR PROGRESS TOWARD ACHIEVING HEALTHY PEOPLE OBJECTIVES AND PROGRAM INDICATORS. THE YRBS ALLOWS THE SCHOOLS TO BETTER UNDERSTAND THE EXTENT TO WHICH MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS IN THE DISTRICT ENGAGE IN RISKY BEHAVIORS. LHMC'S SUPPORT HAS ALLOWED BOTH THE MIDDLESEX LEAGUE AND LYNNFIELD PUBLIC SCHOOL DISTRICT TO CREATE AN ONLINE, STANDARDIZED TEST THAT ALLOWS FOR THE DATA TO BE PROCESSED IN A TIMELY MANNER AND SYNTHESIZED INTO A REGIONAL REPORT.LHMC ALSO SUPPORTED THE PEABODY VETERANS MEMORIAL HIGH SCHOOL (PVMHS) STUDENT HEALTH CENTER (SHC) WITH FUNDING FOR SERVICES NOT CURRENTLY COVERED BY INSURANCE. THIS YEAR, 352 INDIVIDUALS WERE SERVED IN 932 MEDICAL VISITS AND 1,284 BEHAVIORAL HEALTH VISITS. THE MISSION OF THE SHC IS TO PROVIDE HIGH-QUALITY COMPREHENSIVE HEALTH CARE TO STUDENTS IN ORDER TO SUPPORT OPTIMAL HEALTH AND ACADEMIC OUTCOMES. THE MISSION OF THE SHC ALIGNS CLOSELY WITH THE PRIORITIES IDENTIFIED BY LHMC IN ITS MOST RECENT CHNA. FOR EXAMPLE, THE SHC IMPROVES ACCESS TO BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES BY OFFERING THESE SERVICES ON-SITE, AND IT INTEGRATES THOSE SERVICES INTO PRIMARY MEDICAL CARE. THE SHC ALSO IDENTIFIES STUDENTS WITH CHRONIC CONDITIONS AND HELPS THEM IMPROVE SELF-MANAGEMENT OF THESE CONDITIONS. IN ADDITION, THE SHC, THROUGH ITS PARTNERSHIP WITH HAVEN FROM HUNGER, HELPS PROMOTE WELLNESS THROUGH HEALTH EDUCATION AND HEALTHY EATING.IN FY19, LHMC PARTNERED WITH LEXINGTON YOUTH & FAMILY SERVICES (LYFS) ON ITS CRISIS COUNSELING PROGRAM AT LEXINGTON HIGH SCHOOL. THE PURPOSE OF THE COUNSELING PROGRAM IS TO PROVIDE CRISIS COUNSELING TO AT-RISK LEXINGTON TEENS AND THEIR FAMILIES. YRBS RESULTS FROM LEXINGTON SHOW THAT 27.1% OF HIGH SCHOOL STUDENTS FELT SAD OR HOPELESS FOR TWO OR MORE WEEKS PER YEAR, 17.2% HAD SERIOUSLY CONSIDERED SUICIDE, 10.4% MADE A SUICIDE PLAN, 4% HAD ACTUALLY ATTEMPTED SUICIDE, AND 12.5% HAD ENGAGED IN SELF-INJURY. FOCUSING JUST ON THOSE WHO REPORTED CONSIDERING SUICIDE, 17.2% OF 1,700 HIGH SCHOOL STUDENTS IS ABOUT 290 STUDENTS. FUNDING PROVIDED BY LHMC IN FY19 ENABLED LYFS TO MAINTAIN ITS CURRENT DROP-IN COUNSELING HOURS AND INCREASE THE NUMBER OF COUNSELING SESSIONS PROVIDED TO OVER SIXTY. OUTREACH EFFORTS ALSO FOCUSED ON LEXINGTON'S FAST-GROWING ASIAN POPULATION AND LGBTQ+ COMMUNITY. SCHEDULE H, PART V, SECTION B, LINE 11: COMMUNITY PARTNERSLHMC/LMCP IS COMMITTED TO IMPROVING THE HEALTH AND WELLBEING OF RESIDENTS WITHIN ITS SERVICE AREA BY COLLABORATING WITH A DIVERSE GROUP OF COMMUNITY PARTNERS. THE HOSPITAL WORKS TOGETHER WITH THESE PARTNERS TO REDUCE BARRIERS TO HEALTH, INCREASE PREVENTION AND/OR SELF-MANAGEMENT OF CHRONIC DISEASE AND INCREASE THE EARLY DETECTION OF ILLNESS. THE HOSPITAL'S COMMUNITY PARTNERS INCLUDE: A HEALTHY LYNNFIELD COALITION AMERICAN CANCER SOCIETY ARLINGTON HOUSING CORPORATION BURBANK YMCA BURLINGTON RECREATION DEPARTMENT BURLINGTON SCHOOL DEPARTMENT COMMUNITY HEALTH NETWORK AREA 13/14 COMMUNITY HEALTH NETWORK AREA 15 CITY OF PEABODY LYNNFIELD PUBLIC SCHOOLS MERRIMACK VALLEY FOOD BANK METRO NORTH YMCA MILL CITY GROWS MINUTEMAN SENIOR SERVICES NEW ENTRY SUSTAINABLE FARMING PROJECT NORTH SHORE COMMUNITY HEALTH NORTH SUBURBAN YMCA TOWN OF ARLINGTON TOWN OF BEDFORD TOWN OF BILLERICA TOWN OF BURLINGTON TOWN OF LEXINGTON TOWN OF LYNNFIELDIT IS IMPORTANT TO NOTE THAT THERE ARE COMMUNITY HEALTH NEEDS THAT WERE IDENTIFIED THROUGH LHMC/LMCP'S ASSESSMENT THAT WERE NOT PRIORITIZED FOR INCLUSION IN THE IMPLEMENTATION STRATEGY FOR A NUMBER OF REASONS: FEASIBILITY OF LHMC/LMCP HAVING AN IMPACT IN THE SHORT OR LONG TERM CLINICAL EXPERTISE OF THE ORGANIZATION LIMITED BURDEN ON RESIDENTS OF THE SERVICE AREA ISSUE IS BEING ADDRESSED BY COMMUNITY PARTNERS IN A WAY THAT DOES NOT WARRANT ADDITIONAL SUPPORTTHOUGH MATERNAL AND CHILD HEALTH IS NOT A PRIORITY AREA INCLUDED IN LHMC/LMCP'S IMPLEMENTATION STRATEGY, LHMC/LMCP PARTNERS WITH ITS AFFILIATED LOCAL COMMUNITY HOSPITALS WITH CLINICAL EXPERTISE IN THIS AREA TO ADDRESS ISSUES IN THIS DOMAIN. AS NOTED IN DETAIL ABOVE, LHMC/LMCP'S PRIMARY TOOL FOR ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITIES SERVED IS THROUGH THE CHNA AND IMPLEMENTATION STRATEGY (SCHEDULE H PART VI QUESTION 2). FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION THE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW LHMC/LMCP CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 8.63% OF LHMC/LMCP'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. COMMUNITY BENEFITSANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, LHMC/LMCP'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY WERE COMPLETED AND APPROVED BY THE COMMUNITY BENEFITS ADVISORY COMMITTEE AND BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, AS REQUIRED PURSUANT TO THE REGULATIONS UNDER INTERNAL REVENUE CODE SECTION 501(R). IN ADDITION, AS NOTED IN THIS FORM 990 SCHEDULE H, PART I, LINES 6A AND 6B, THE HOSPITAL PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT THAT IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND ON THE HOSPITAL WEBSITE AT:HTTPS://WWW.LAHEY.ORG/LHMC/LAHEY-PROMISE/IN-THE-COMMUNITY/HEALTH-NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-STRATEGIES/. THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT LHMC/LMCP FILED WITH THE ATTORNEY GENERAL'S OFFICE. EMERGENCY CARE ACCESSIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, LHMC/LMCP IS A GENERAL MEDICAL AND SURGICAL HOSPITAL, PROVIDING 24-HOUR EMERGENCY MEDICAL CARE TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. ADDITIONAL INFORMATION IS INCLUDED BELOW. FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - CHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCELHMC/LMCP'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $8,761,279 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A. OTHER UNCOMPENSATED CHARITY CAREMEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, LHMC/LMCP ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW-INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS THAT INSURE LOW-INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. MEDICAID IS A GOVERNMENT INSURANCE PROGRAM FOR INDIVIDUALS WITH LIMITED INCOME AND RESOURCES, AND LHMC/LMCP PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICAID PROGRAM. PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION AND ALTHOUGH THE PROVISION OF HEALTH CARE TO THESE PATIENTS GENERATED $58,993,872 IN MEDICAID REVENUE. THIS WAS LESS THAN THE COST OF CARE PROVIDED BY LAHEY CLINIC HOSPITAL FOR SUCH SERVICES BY $30,149,263 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 7.9% OR 69,646 OF LAHEY CLINIC HOSPITAL'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. IN ADDITION, 45.1% OR 397,123 OF THE HOSPITAL'S PATIENT CASES WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO AN ADDITIONAL $3,890,722 IN UNCOVERED COST BORNE BY LHMC/LMCP IN PROVIDING CARE TO MEDICARE PATIENTS. AS PREVIOUSLY NOTED, THIS ADDITIONAL COST IS NOT QUANTIFIED IN THE LHMC/LMCP SCHEDULE H. BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, LHMC/LMCP ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. CHARGES FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $26,259,521 AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER THE AMOUNT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F, WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR THE FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2020 INCLUDE THE ACCOUNTS OF: 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.THE BETH ISRAEL LAHEY HEALTH INC. CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE REGARDING BAD DEBT EXPENSE.EMERGENCY CARE ACCESSLHMC/LMCP IS A TERTIARY CARE LICENSED ACADEMIC MEDICAL CENTER, PROVIDING MEDICAL AND SURGICAL CARE, TEACHING AND RESEARCH AND AS NOTED ELSEWHERE IN THIS RETURN, PROVIDES 24-HOUR EMERGENCY MEDICAL CARE TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. THE EMERGENCY DEPARTMENT (ED) IS ALSO A LEVEL I TRAUMA CENTER AND THE ED'S MISSION, ALIGNED WITH LHMC/LMCP MISSION, IS TO DISTINGUISH ITSELF FROM OTHER PROVIDERS THROUGH EXCELLENCE IN PATIENT CARE, EDUCATION, RESEARCH AND THROUGH IMPROVED HEALTH IN THE COMMUNITIES SERVED. LHMC/LMCP'S DEPARTMENT OF EMERGENCY MEDICINE, PROVIDES MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR (SCHEDULE H, PART V, SECTION A AND SECTION B QUESTION 21). FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: FINANCIAL ASSISTANCE POLICYINTERNAL REVENUE CODE SECTION 501(R)(4)FINANCIAL ASSISTANCE POLICY PURPOSE LHMC/LMCP IS DEDICATED TO PROVIDING FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM OR OTHERWISE UNABLE TO PAY FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THE LHMC/LMCP FINANCIAL ASSISTANCE POLICY IS INTENDED TO BE IN COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS FOR OUR SERVICE AREA. PATIENTS ELIGIBLE FOR LHMC/LMCP FINANCIAL ASSISTANCE WILL RECEIVE FREE AND/OR DISCOUNTED CARE RECEIVED FROM QUALIFYING LHMC/LMCP PROVIDERS.LHMC/LMCP DOES NOT DISCRIMINATE BASED ON THE PATIENT'S AGE, GENDER, RACE, CREED, RELIGION, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, NATIONAL ORIGIN OR IMMIGRATION STATUS WHEN DETERMINING ELIGIBILITY.FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND EMERGENCY CARE POLICYAS REQUIRED BY IRC SECTION 501(R)(4) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL MAINTAINS A WRITTEN FINANCIAL ASSISTANCE POLICY (FAP) WHICH APPLIES TO ALL EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PROVIDED BY THE HOSPITAL FACILITY (SCHEDULE H PART I QUESTIONS 1A AND 1B). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21). THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE PROVIDER LIST IS UPDATED NOT LESS THAN QUARTERLY AND THE AMOUNTS GENERALLY BILLED (AGB) CALCULATION IS UPDATED NOT LESS THAN ANNUALLY. THE HOSPITAL MAINTAINS A SEPARATE CREDIT AND COLLECTION POLICY AS PERMITTED UNDER THE TREASURY REGULATIONS AND THIS CREDIT AND COLLECTION POLICY IS REFERENCED WITHIN THE FAP AS REQUIRED, ALONG WITH INFORMATION ON HOW TO OBTAIN A FREE COPY OF THE CREDIT AND COLLECTION POLICY (SCHEDULE H PART III SECTION C QUESTIONS 9A AND 9B AND PART V SECTION B QUESTION 17). THE MOST RECENT VERSION OF THE HOSPITAL'S FAP AND CREDIT & COLLECTION POLICY WAS REVISED AUGUST 2020 BY AN AUTHORIZED BODY OF THE HOSPITAL, AS DEFINED WITHIN THE REGULATIONS PROMULGATED UNDER IRC SECTION 501(R).FINANCIAL ASSISTANCE POLICYAPPLYING FOR ASSISTANCE THE HOSPITAL'S FAP INCLUDES INFORMATION ON THE METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE UNDER THE FAP. THIS INFORMATION IS ALSO INCLUDED IN THE PLAIN LANGUAGE SUMMARY (PLS). IN ADDITION, THE HOSPITAL'S FINANCIAL ASSISTANCE APPLICATION INCLUDES A LIST OF INFORMATION/DOCUMENTATION REQUIRED AS PART OF A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE (SCHEDULE H PART V SECTION B QUESTION 15).FINANCIAL ASSISTANCE POLICYELIGIBILITY GUIDELINES THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE, AND THIS INFORMATION MAY BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP (SCHEDULE H PART I QUESTIONS 3C).FINANCIAL ASSISTANCEPUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL PROVIDE ALL INDIVIDUALS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HER OR HIS CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION.FINANCIAL ASSISTANCE POLICYTRANSLATIONS THE HOSPITAL'S FAP, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY, APPLICATION FOR FINANCIAL ASSISTANCE AND HARDSHIP APPLICATION (SEE DETAIL BELOW) HAVE BEEN TRANSLATED INTO THE LANGUAGES SPOKEN BY THOSE IN THE HOSPITAL'S COMMUNITY WHO MAY COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE FOLLOWING LANGUAGES: ENGLISH, ARABIC, ARMENIAN, FRENCH, GREEK, GUJARATI, HAITIAN CREOLE, HINDI, ITALIAN, KHMER, KOREAN, PORTUGUESE, PUNJABI, RUSSIAN, CHINESE-SIMPLIFIED, CHINESE-TRADITIONAL, SPANISH AND VIETNAMESE (SCHEDULE H PART V SECTION B QUESTION 16I). FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: FINANCIAL ASSISTANCE POLICYWIDELY PUBLICIZING AND AVAILABILITYCOPIES OF THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE AT THE HOSPITAL, BY MAIL FREE OF CHARGE AND ON THE HOSPITAL'S WEBSITE AT (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H) AT:HTTPS://WWW.LAHEY.ORG/LHMC/YOUR-VISIT/INSURANCE-BILLING-RECORDS/FINANCIAL-COUNSELING-ASSISTANCE/IN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDES CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED. ADDITIONALLY, A PLAIN LANGUAGE SUMMARY OF THE FAP IS PROVIDED TO PATIENTS AS PART OF THE INTAKE AND/OR DISCHARGE PROCESS (SCHEDULE H PART V SECTION B QUESTION 16G). FINANCIAL ASSISTANCE POLICYPLAIN LANGUAGE SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS' APPROVAL UNDER THE FAP WILL APPLY. LIMITATION ON CHARGESINTERNAL REVENUE CODE SECTION 501(R)(5)LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLEDLOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS, MEDICAID AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS UPDATED NOT LESS FREQUENTLY THAN ANNUALLY AS REQUIRED PURSUANT TO THE REGULATIONS PROMULGATED UNDER IRC SECTION 501(R) AND THE AGB IS INCLUDED IN THE HOSPITAL'S FAP AS REQUIRED UNDER THE REGULATIONS DETAILING THE REQUIREMENTS UNDER IRC SECTION 501(R)(5). (SCHEDULE H PART V SECTION B QUESTION 22). PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLEDTHE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE. WHERE A PATIENT SUBMITS A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE AND IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL REFUNDS ANY AMOUNTS PREVIOUSLY PAID FOR CARE THAT EXCEED THE AMOUNT THAT THE PATIENT IS PERSONALLY RESPONSIBLE FOR PAYING WHERE SUCH AMOUNTS ARE EQUAL TO OR EXCEED $5.00. FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: BILLING AND COLLECTIONS501(R)(6)EXTRAORDINARY COLLECTION ACTIVITIESTHE HOSPITAL DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED AND FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS RESEARCHAS NOTED IN THIS FILING, THE LAHEY CLINIC INC. (LCI) IS A SISTER ENTITY TO THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). EACH IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND EACH IS INTEGRALLY RELATED TO ACCOMPLISHING THEIR COMBINED MISSIONS OF PATIENT CARE, EDUCATION, AND RESEARCH. THE EXPENSES ASSOCIATED WITH RESEARCH ARE NOT INCLUDED IN COSTS REPORTED IN THIS FORM 990 SCHEDULE H PART I LINE 7H, BECAUSE THEY ARE ACCOUNTED FOR AS COSTS OF LAHEY CLINIC INC., THESE ACTIVITIES ARE IMPORTANT TO THE COMBINED MISSIONS OF BOTH ENTITIES AND TO THE COMMUNITIES SERVED BY THE HOSPITAL, AND AS SUCH, DETAIL SUPPORTING THESE ACCOMPLISHMENTS ARE INCLUDED IN THE NARRATIVE SUPPORT TO THIS FILING. SINCE LAHEY CLINIC'S INCEPTION, OUR CLINICIANS HAVE ENTHUSIASTICALLY ENGAGED IN FURTHERING RESEARCH IN ORDER TO ADVANCE THE PRACTICE OF MEDICINE, NOT ONLY FOR LAHEY PATIENTS BUT FOR ALL PATIENTS. ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS IS A LONGSTANDING, CORE COMPONENT OF THE LAHEY CLINIC MISSION. WHETHER WORKING IN THE LABORATORY SETTING OR PARTICIPATING IN CLINICAL TRIALS TO TREAT PATIENTS AND ADVANCE CLINICAL MEDICINE, THEY ARE HELPING TO SHAPE THE NEW TREATMENTS THAT IMPROVE QUALITY CARE FOR PATIENTS, BOTH SAFELY AND EFFECTIVELY.THE MAJORITY OF THE RESEARCH CONDUCTED AT LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC) CONSISTS OF CLINICAL TRIALS THAT HAVE A DIRECT IMPACT ON THE LIVES OF OUR PATIENTS. DURING THE FISCAL PERIOD COVERED BY THIS FILING, LHMC WAS ENGAGED IN MORE THAN 249 ACTIVE FEDERAL, CORPORATE, NON-PROFIT, AND INTERNALLY SPONSORED PROJECTS, AND MORE THAN 476 ACTIVE EXEMPT, EXPEDITED, AND FULL BOARD-REVIEWED CLINICAL STUDIES. DURING THE SAME TIME, LHMC HAD OVER 140 PRINCIPAL INVESTIGATORS, MANY WHO ARE TUFTS UNIVERSITY SCHOOL OF MEDICINE FACULTY, AND NEARLY THE SAME NUMBER OF CO-INVESTIGATORS DEMONSTRATING A ROBUST CULTURE OF RESEARCH ENGAGEMENT AMONG PHYSICIANS AND CLINICAL DISCIPLINES. THIS BROAD ENGAGEMENT RESULTED IN OVER 1,900 PATIENTS RECEIVING MEDICAL CARE AS HUMAN SUBJECTS. THE KEY AREAS OF RESEARCH INCLUDE THERAPEUTIC INVESTIGATIONAL DRUG AND MEDICAL DEVICE CLINICAL TRIALS, COMPARATIVE EFFECTIVENESS RESEARCH, AND TRANSLATIONAL RESEARCH ALL OF WHICH SERVE THE GOAL OF TREATING PATIENTS AND PROVIDING THE CUTTING-EDGE CARE OF TOMORROW. AS NOTED IN THIS FILING, LHMC IS A TEACHING HOSPITAL OF THE TUFTS UNIVERSITY SCHOOL OF MEDICINE AND IS COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE WITH TUFTS AS WELL AS OTHER NATIONALLY RECOGNIZED AND WORLD-RENOWNED BOSTON TEACHING HOSPITALS. LHMC ALSO PARTICIPATES IN THE TUFTS CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (TUFTS CTSI), WHICH PROMOTES COLLABORATIVE, CROSS-DISCIPLINARY, FULL-SPECTRUM TRANSLATIONAL RESEARCH AMONG ITS MULTIPLE HOSPITALS AND HEALTH PLANS, INDUSTRY LEADERS, COMMUNITY ORGANIZATIONS, AND OTHER PARTICIPANTS WHO PLACE A UNIQUE EMPHASIS ON ENGAGING THEIR LOCAL COMMUNITIES IN BIOMEDICAL RESEARCH. THE COLLABORATIVE NATURE OF THE RESEARCH CONDUCTED AT LHMC RESULTED IN THEIR PUBLISHING OVER 290 PEER-REVIEWED JOURNAL ARTICLES DURING THE PERIOD COVERED BY THIS FILING. LHMC ENGAGES IN RESEARCH IN NEARLY ALL DISCIPLINES: ALLERGY AND IMMUNOLOGY ANESTHESIOLOGY CARDIOVASCULAR AND THORACIC SURGERY CARDIOVASCULAR MEDICINE CELL AND MOLECULAR BIOLOGY RESEARCH LABORATORY COLON AND RECTAL SURGERY DERMATOLOGY DIAGNOSTIC RADIOLOGY FOOD & NUTRITION SERVICES GASTROENTEROLOGY GENERAL INTERNAL MEDICINE GENERAL SURGERY GYNECOLOGY HEMATOLOGY AND ONCOLOGY HOSPITAL MEDICINE INFECTIOUS DISEASES LABORATORY MEDICINE NEUROLOGY NEUROSURGERY NURSING OPHTHALMOLOGY ORTHOPAEDIC SURGERY OTOLARYNGOLOGY/HEAD & NECK SURGERY PATHOLOGY PHYSICAL THERAPY PLASTIC AND RECONSTRUCTIVE SURGERY PROFESSIONAL DEVELOPMENT AND SIMULATION PSYCHIATRY AND BEHAVIORAL HEALTH PULMONARY AND CRITICAL CARE MEDICINE RADIATION ONCOLOGY SURGICAL CRITICAL CARE TRANSPLANTATION TRAUMA CENTER TRAVEL AND TROPICAL MEDICINE UROLOGYDURING THE FISCAL YEAR COVERED BY THIS FILING, LCI REPORTED $3,077,233 OF RESEARCH EXPENSES FUNDED BY GOVERNMENTS AND OTHER TAX-EXEMPT ENTITIES INCLUDING OTHER HOSPITALS, UNIVERSITIES AND FOUNDATIONS. AS NOTED PREVIOUSLY, THESE AMOUNTS ARE NOT REPORTED ON SCHEDULE H, PART I, LINE 7H FOR LHMC BECAUSE THE EXPENSES AND ACTIVITIES ARE REPORTED ON THE BOOKS AND RECORDS OF LCI RATHER THAN LHMC. HOWEVER, IT IS WORTH NOTING THAT IF THESE AMOUNTS WERE INCLUDED ON THE HOSPITAL'S SCHEDULE H, PART I LINE 7H, WOULD INCREASE THE NET COMMUNITY BENEFIT REPORTED ON THIS SCHEDULE H, PART I, LINE 7H TO 12.04% FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: RESEARCH ENGAGEMENT AT LHMCADVANCING MEDICINE THROUGH DISCOVERY, RESEARCH AND INNOVATION IS THE MISSION OF THE RESEARCH PROGRAM AT LHMC. ITS FOCUS CENTERS ON BRINGING THE LATEST THERAPEUTICS TO THE CLINIC, EVALUATING AND IMPLEMENTING PREVENTATIVE INTERVENTIONS FOR THE PURPOSE OF IMPROVING HEALTH OUTCOMES, ASSESSING THE QUALITY AND EFFECTIVENESS OF MEDICAL CARE, AND TRANSFORMING THE PRACTICE OF MEDICINE THROUGH SCIENTIFIC DISCOVERY. EXAMPLES OF RESEARCH ENGAGEMENT AT LHMCHIGHLIGHTED BELOW ARE A FEW EXAMPLES OF THE TRANSFORMATIVE RESEARCH CONDUCTED AT LHMC. THE DETAIL BELOW IS DESIGNED TO PROVIDE THE READER WITH A TASTE OF THE MANY CONTRIBUTIONS LHMC IS MAKING TO PATIENT CARE TODAY AND TOMORROW. EXPLORING REAL WORLD DATA TO CHANGE MEDICAL PRACTICEUNDER THE LEADERSHIP OF DRS. FREDERIC RESNIC AND ZOHAR GHOGAWALA, THE LAHEY COMPARATIVE EFFECTIVENESS RESEARCH INSTITUTE (CERI) IS UTILIZING REAL-WORLD CLINICAL DATA TO EVALUATE THE IMPACT OF ALTERNATIVE TREATMENTS USED IN THE TREATMENT OF CARDIOVASCULAR DISEASE AND NEUROSURGICAL DEVICES. THEIR PARTICULAR RESEARCH FOCUS IS ON THE SAFETY AND OUTCOMES OF MEDICAL DEVICES AND HAS BEEN THE RECIPIENT OF NUMEROUS FEDERAL AWARDS TO STUDY THE PERFORMANCE OF IMPLANTABLE MEDICAL DEVICES, AND THEIR SAFETY OVER TIME.NATIONAL CANCER INSTITUTE (NCI) HIGH PERFORMING SITETHE LHMC ONCOLOGY RESEARCH PROGRAM HAS RECEIVED NATIONAL RECOGNITION FOR THEIR HIGH-QUALITY RESEARCH, INCLUDING BEING CONSISTENTLY RECOGNIZED AS A NATIONAL CANCER INSTITUTE (NCI) HIGH PERFORMING SITE. FOUNDED AFTER THE NATIONAL CLINICAL TRIALS NETWORK (NCTN) WAS FORMED IN 2013, THE HIGH PERFORMING SITE INITIATIVE (HPSI) RECOGNIZES SITES THAT ENROLL VERY LARGE NUMBERS OF PATIENTS ONTO NCTN TRIALS WHILE MAINTAINING EXCELLENT TRIAL DATA QUALITY. HIGH PERFORMING SITES RECEIVE SUPPLEMENTAL AWARDS FROM NCI TO RECOGNIZE, REWARD AND SUPPORT SITES THAT, DESPITE NOT HAVING THE INFRASTRUCTURE SUPPORT AVAILABLE THROUGH OTHER DEDICATED NCI GRANTS, OUTPERFORM MANY OTHER LARGER RESEARCH PROGRAMS.COVID CLINICAL TRIALSOVER THE COURSE OF THE COVID-19 PANDEMIC, LHMC ENROLLED NEARLY 50 COVID POSITIVE PATIENTS IN 12 THERAPEUTIC CLINICAL TRIALS AND CONDUCTED 35 OUTCOMES STUDIES EXAMINING SHORT-TERM EFFECTS OF SARS-COV-2 INFECTION AND OTHER CLINICAL CHARACTERISTICS OF COVID-19. LHMC CONTINUES TO CONDUCT OUTCOMES STUDIES AND IS COLLABORATING WITH OTHER ENTITIES IN THE BETH ISRAEL LAHEY HEALTH NETWORK TO CONDUCT RESEARCH LOOKING INTO THE LONG-TERM SEQUELAE OF COVID-19.BETH ISRAEL LAHEY HEALTH ("BILH") QUICKLY AND EFFECTIVELY MARSHALLED ITS RESOURCES TO MOUNT A COMPREHENSIVE RESPONSE TO THE COVID-19 PANDEMIC. PLEASE REFER TO THE PROGRAM SERVICE ACCOMPLISHMENTS IN PART III FOR FURTHER DETAILS REGARDING BILH'S COVID-19 RESPONSE IN FY20.TRANSLATING DISCOVERY RESEARCH INTO CLINICAL SOLUTIONS THE IAN C. SUMMERHAYES CELL AND MOLECULAR BIOLOGY (ICSCMB) LAB AT LHMC PERFORMS TRANSLATIONAL RESEARCH. DURING WHICH2020 THE RESEARCH FOCUSED ON KIDNEY CANCER, BLADDER CANCER, LUNG CANCER, AND URETHRAL STRICTURE DISEASE. THE KIDNEY CANCER RESEARCH INCLUDED TWO ONGOING PROJECTS FOCUSED ON THE EXPRESSION OF MIRNA IN CLEAR CELL RENAL CELL CARCINOMA (CCRCC). THE FIRST STUDY FOCUSED ON DETERMINING MIRNA THAT ARE DYSREGULATED IN SMALL INVASIVE TUMORS RELATIVE TO SMALL TUMORS THAT DID NOT INVADE. THE INTENTION OF THIS WORK IS TO IDENTIFY BIOMARKERS IN SMALL RENAL MASSES THAT COULD POTENTIALLY SERVE AS INDICATORS OF AGGRESSIVE DISEASE. THESE COULD POTENTIALLY BE USED IN A BIOPSY / ACTIVE SURVEILLANCE SETTING WHERE A MIRNA PROFILE MAY PLAY A ROLE IN THE IDENTIFICATION OF PATIENTS WHO WOULD BE AMENABLE TO A MORE AGGRESSIVE FOLLOW UP PROTOCOL AND THEREBY ALLOW FOR EARLIER ADJUVANT INTERVENTION. THE SECOND STUDY IS ONGOING AND INVESTIGATING THE MECHANISMS OF ACTION OF DYSREGULATED MIRNA IN AGGRESSIVE CCRCC TUMORS. LHMC RESEARCHERS ARE EXAMINING THE PROTEIN TARGETS OF THESE MIRNA AND THE ROLES THEY MAY HAVE IN CELL PROLIFERATION AND MIGRATION. THE ULTIMATE AIM OF THESE STUDIES IS TO IDENTIFY POTENTIAL THERAPEUTIC TARGETS TO AID IN THE TREATMENT OF KIDNEY TUMORS.LHMC BLADDER CANCER RESEARCHERS ALSO INVESTIGATE THE ROLE OF MIRNA IN ONCOGENESIS. MICRORNAS HAVE BEEN SHOWN TO BE DYSREGULATED IN BOTH NON- AND MUSCLE-INVASIVE UROTHELIAL CARCINOMA (UC) AND ARE THOUGHT TO SERVE AN IMPORTANT ROLE IN TUMOR PROGRESSION. EXTRACELLULAR VESICLES (EV) ARE SHED BY A VARIETY OF CELLS, INCLUDING TUMORS, AND CONTAIN MIRNA THAT CAN BE EASILY ISOLATED FROM BODY FLUIDS, SUCH AS URINE. THEY ARE A NOVEL TARGET FOR DEVELOPMENT OF DIAGNOSTIC BIOMARKERS THAT ARE NON-INVASIVE AND OVERCOME THE CONSTRAINTS OF TISSUE BIOPSIES. THE RESEARCHERS SOUGHT TO IDENTIFY DIFFERENTIAL EXPRESSION OF EV MIRNA BETWEEN NONINVASIVE AND INVASIVE UC AND INVESTIGATE THE EFFECT OF IDENTIFIED MIRNA ON TUMOR PATHOGENESIS IN UC CELL LINES.AN ADDITIONAL UROLOGIC PROJECT IS INVESTIGATING THE ROLE OF MIRNA IN LICHEN SCLEROSUS (LS), WHICH IS A CHRONIC INFLAMMATORY CONDITION THAT CAN LEAD TO MALE URETHRAL STRICTURE DISEASE (USD). LS USD IS CHARACTERIZED BY SCARRING OF THE URETHRA, AND ITS PATHOPHYSIOLOGY IS POORLY UNDERSTOOD. IDENTIFYING NON-INVASIVE BIOMARKERS THAT DISTINGUISH LICHEN SCLEROSUS (LS) INDUCED FROM NON-LS INDUCED URETHRAL STRICTURES WOULD HAVE BROAD IMPLICATIONS FOR THE DIAGNOSIS, COUNSELING, AND TREATMENT OF URETHRAL STRICTURE DISEASE (USD). THE OBJECTIVE OF THIS STUDY IS TO DETERMINE WHICH MIRNAS ARE DIFFERENTIALLY EXPRESSED IN URINE SAMPLES FROM PATIENTS WITH LS USD VERSUS NON-LS USD. IN A SECOND STUDY, LHMC RESEARCHERS ARE INVESTIGATING THE URINARY MICROBIOME ASSOCIATED WITH USD.LHMC RESEARCHERS ALSO CONTINUE TO FOCUS EFFORTS ON SEVERAL PROJECTS IN LUNG CANCER WITH THE GOAL TO DEVELOP AN ACCURATE NASAL BIOMARKER INTEGRATING EXPRESSION PROFILING OF GENES AND MICRORNA, CLINICAL VARIABLES, AND NODULE CHARACTERISTICS IN ORDER TO DISTINGUISH EARLY LUNG MALIGNANCIES FROM BENIGN PULMONARY NODULES. THEY ARE ALSO WORKING ON A STUDY TO DEVELOP AN UNDERSTANDING OF THE GENETIC CHANGES RESULTING IN AGGRESSIVE LIFE-THREATENING LUNG CANCER.IN THE DEPARTMENT OF SURGERY, LHMC RESEARCHERS ARE ALSO CONTINUING TO TRANSLATE SCIENTIFIC DISCOVERIES INTO STATE-OF-THE-ART MEDICAL CARE. NOTABLY, DR. THOMAS SCHNELLDORFER RECEIVED SUPPORT FROM THE NATIONAL INSTITUTE OF BIOMEDICAL IMAGING AND BIOENGINEERING OF THE NATIONAL INSTITUTES OF HEALTH (AWARD NUMBER R03EB027900) TO STUDY THE USE OF ARTIFICIAL INTELLIGENCE COMPUTER ALGORITHMS TO IMPROVE THE ACCURACY OF OPERATIVE STAGING LAPAROSCOPY IN PATIENTS WITH GASTROINTESTINAL CANCERS. THIS STUDY WILL ESTABLISH A ROBUST, YET SIMPLE METHOD TO IMPROVE THE STAGING ACCURACY OF STANDARD LAPAROSCOPY VIA THE DETECTION OF PERITONEAL METASTASES OTHERWISE MISSED BY HUMAN EXAMINERS. THE RESULTS ARE EXPECTED TO PROVIDE THE FOUNDATION FOR FUTURE DEVELOPMENT OF AN AUTOMATED SURGICAL GUIDANCE SYSTEM MEANT TO ENHANCE OPERATIVE DETECTION OF METASTASES. THIS WILL SIGNIFICANTLY IMPROVE CANCER CARE THROUGH BETTER TREATMENT ALLOCATION. FURTHER, IT IS EXPECTED THAT THE DETECTION OF CURRENTLY MISSED METASTASES WILL HAVE A MAJOR IMPACT ON STAGING AND TREATMENT ALGORITHMS FOR A VARIETY OF CANCERS. FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - MEDICAL EDUCATION:LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC OR HOSPITAL) IS COMMITTED TO THE HIGHEST QUALITY MEDICAL CARE. THE ENTIRE LAHEY COMMUNITY RECOGNIZES THAT THIS GOAL CANNOT BE ACCOMPLISHED WITHOUT A COMMITMENT TO EDUCATION. EDUCATIONAL PROGRAMS HAVE BEEN AN INTEGRAL PART OF LAHEY'S MISSION ADVANCING QUALITY PATIENT CARE SINCE ITS FOUNDING IN 1923. LHMC IS A MAJOR AFFILIATE FOR TUFTS MEDICAL SCHOOL AND TEACHING PHYSICIANS WHO HOLD FACULTY APPOINTMENTS AT TUFTS INSTRUCT THE DOCTORS OF TOMORROW. THE INSTITUTIONAL COMMITMENT TO EDUCATION SUPPORTS PROFESSIONAL GROWTH OPPORTUNITIES AND CONTRIBUTES TO THE GOAL OF PROVIDING OPTIMAL PATIENT CARE.THE MEDICAL EDUCATION DEPARTMENT OVERSEES THE ADMINISTRATIVE FUNCTIONS FOR GRADUATE, UNDERGRADUATE AND ADVANCED PRACTITIONER TRAINING PROGRAMS AND ITS CONTINUING MEDICAL EDUCATION (CME) PROGRAM HOLDS ACCREDITATION WITH COMMENDATION FROM THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION. INTELLECTUAL STIMULATION PRODUCED IN AN ENVIRONMENT OF TEACHING AND LEARNING ENHANCES THE HOSPITAL'S ABILITY TO ENSURE THAT THE REQUIREMENTS FOR CURRICULA, SCHOLARLY ACTIVITY AND THE GENERAL COMPETENCIES CAN BE MET. DURING THE FISCAL YEAR COVERED BY THIS FILING, LHMC HAD NET EXPENDITURES OF $25,921,955 REPORTED ON THIS SCHEDULE H, PART I, LINE 7F RELATED TO THE HOSPITAL'S TEACHING FUNCTION WHICH REPRESENTED 2.65% OF THE HOSPITAL'S TOTAL EXPENSES. ACGME ACCREDITED GME PROGRAMS -- RESIDENCYLAHEY CLINIC HOSPITAL, INC. SPONSORS SEVEN RESIDENCY AND TEN FELLOWSHIP PROGRAMS THAT TRAINS 168 RESIDENTS AND FELLOWS. THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED THESE PROGRAMS LISTED BELOW. ACGME ACCREDITED RESIDENCY PROGRAMS ANESTHESIOLOGY, COLON RECTAL SURGERY, DIAGNOSTIC RADIOLOGY, GENERAL SURGERY, INTERNAL MEDICINE, PLASTIC SURGERY (INTEGRATED AND INDEPENDENT PROGRAMS) AND UROLOGY. ACGME ACCREDITED FELLOWSHIP PROGRAMS: CARDIOVASCULAR MEDICINE, CARDIOLOGY ELECTROPHYSIOLOGY, INTERVENTIONAL CARDIOLOGY, MICROGRAPHIC DERMATOLOGIC SURGERY, ENDOCRINOLOGY, GASTROENTEROLOGY, PULMONARY AND CRITICAL CARE MEDICINE, TRANSPLANT HEPATOLOGY, INTERVENTIONAL RADIOLOGY AND ORTHOPAEDIC HAND SURGERY. LHMC ALSO SERVES AS THE TEACHING SITE FOR A CLINICAL NEUROPHYSIOLOGY PROGRAM UNDER THE SPONSORSHIP OF TUFTS MEDICAL CENTER.ADDITIONAL INFORMATION ON LHMC'S CORE RESIDENCY PROGRAMS IS BELOW.NON-ACCREDITED GME PROGRAMS -- FELLOWSHIPSADDITIONAL TRAINING OPPORTUNITIES FOR UP TO 15 TRAINEES ARE OFFERED IN MULTIPLE SPECIALTIES THAT INCLUDE FELLOWSHIPS IN ANESTHESIOLOGY TRANSPLANT, BARIATRIC SURGERY, CARDIOLOGY ADVANCED STRUCTURAL HEART, HEPATOBILIARY SURGICAL TRANSPLANTATION, RADIOLOGY WOMEN'S HEALTH AND BREAST IMAGING, NEUROSURGERY, INTERVENTIONAL PULMONOLOGY, GYNECOLOGIC PELVIC FLOOR, AND OPHTHALMOLOGY RETINAL SURGERY, VASCULAR MEDICINE THE HOSPITAL ALSO THE HOSPITAL ALSO HOSTS ROTATING RESIDENTS AND FELLOWS IN ANESTHESIOLOGY, DERMATOLOGY, EMERGENCY MEDICINE, GYNECOLOGY, HEMATOLOGY/ONCOLOGY, INFECTIOUS DISEASE, INTERNAL MEDICINE, NEUROLOGY, NEUROSURGERY, OPHTHALMOLOGY, OTOLARYNGOLOGY, ORTHOPAEDIC SURGERY, CARDIOTHORACIC SURGERY AND SURGICAL TRANSPLANT AND SERVES AS A ROTATION SITE FOR RESIDENTS AND FELLOWS FROM MULTIPLE LOCAL HOSPITALS INCLUDING, TUFTS MEDICAL CENTER, MASSACHUSETTS GENERAL HOSPITAL, BOSTON MEDICAL CENTER, ST. ELIZABETH'S HOSPITAL AND LEMUEL SHATTUCK HOSPITAL. THESE ACCOUNT FOR OVER 200 ROTATIONS PER YEAR. FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: CORE ACGME ACCREDITED RESIDENCY PROGRAMS - INTERNAL MEDICINETHE INTERNAL MEDICINE PROGRAM IS THE LARGEST RESIDENCY PROGRAM WITH 42 RESIDENTS, INCLUDING 12 CATEGORICAL AND 6 PRELIMINARY INTERNS.AS HEALTHCARE IS RAPIDLY CHANGING AND INTERNISTS CARE FOR PATIENTS IN A VARIETY OF SETTINGS WITH A WIDE-RANGE OF MEDICAL CONDITIONS, THE HOSPITAL'S TRAINING PROGRAM'S MISSION IS TO PROVIDE RESIDENTS WITH THE SKILLS NECESSARY TO THRIVE IN THIS CHANGING MEDICAL ENVIRONMENT. RESIDENTS CARE FOR PATIENTS ACROSS A WIDE SPECTRUM OF DISEASE IN AN EFFICIENT SYSTEM INCLUSIVE OF ACTIVE FACULTY MEMBERS, SUPPORTIVE ADMINISTRATION, AND CONSCIENTIOUS ANCILLARY STAFF. THE PROGRAM ALSO OFFERS RESIDENTS THE OPPORTUNITY TO PARTICIPATE IN OTHER ASPECTS OF HOSPITAL AND AMBULATORY CLINIC ACTIVITIES, INCLUDING SERVING ON COMMITTEES, FUNCTIONING AS EDITORS OF LAHEY'S INTERNAL MEDICINE NEWSLETTER, AND PARTICIPATING IN QUALITY IMPROVEMENT PROJECTS.GENERAL SURGERYLHMC'S DIVISION OF SURGERY HAS 80 FULL-TIME FACULTY WHO CONTRIBUTE TO THE TRAINING OF FIVE CATEGORICAL GENERAL SURGERY RESIDENTS PER YEAR. IN EACH SPECIALTY, INCLUDING GENERAL SURGERY, RESIDENTS ACQUIRE THE SKILLS AND KNOWLEDGE NECESSARY TO BECOME COMPETENT AND SKILLED INDEPENDENT GENERAL SURGEONS.SURGICAL SPECIALTIES ARE WELL ESTABLISHED, WITH FACULTY COMBINING BUSY CLINICAL PRACTICES WITH STRONG ACADEMIC CREDENTIALS. IN FIELDS WHERE REGIONAL CENTERS CONCENTRATE ON PARTICULAR TYPES OF DISEASESUCH AS PENETRATING TRAUMA AND PEDIATRIC SURGERYLHMC'S RESIDENTS ROTATE TO THESE REGIONAL CENTERS TO BROADEN THEIR EXPOSURE. LHMC'S OUTPATIENT CLINICS, HOSPITAL AND OPERATING ROOMS ARE UNDER ONE ROOF, SO RESIDENTS CAN READILY PARTICIPATE IN OUTPATIENT EVALUATION, OPERATIVE PROCEDURES, POSTOPERATIVE CARE AND POST-HOSPITAL FOLLOW-UP.UNDER THE SUPERVISION OF ATTENDING STAFF, RESIDENTS ASSUME INCREASED RESPONSIBILITY AS THEY PROGRESS THROUGH THE PROGRAM, INCLUDING TEACHING JUNIOR RESIDENTS AND MEDICAL STUDENTS. THE COMBINATION OF AN ACTIVE EMERGENCY SERVICE WITH 2,400 ANNUAL VISITS, A COMMUNITY-BASED PRACTICE AND WIDE TERTIARY REFERRAL ENSURES EACH RESIDENT WILL SEE A BROAD RANGE OF CASES. ANESTHESIOLOGYTHIS FOUR-YEAR RESIDENCY HAS UP TO SIX RESIDENTS PER ANNUAL COHORT. TRAINING OCCURS IN A COLLABORATIVE ENVIRONMENT. OPERATIVE CASES RANGE FROM ROUTINE AMBULATORY PROCEDURES TO COMPLEX NEUROSURGICAL, VASCULAR, CARDIOTHORACIC AND TRANSPLANT SURGERIES. CASE ASSIGNMENTS ARE INDIVIDUALIZED TO EACH RESIDENT'S ABILITY AND LEVEL OF TRAINING. THE DEPARTMENT OF ANESTHESIOLOGY AT LHMC AND THE AMBULATORY SURGERY CENTER, LAHEY MEDICAL CENTER PEABODY, COMBINED ADMINISTER MORE THAN 25,000 ANESTHETICS ANNUALLY AND THE VARIETY AND COMPLEXITY OF CASES PROVIDE A RICH ENVIRONMENT FOR RESIDENCY TRAINING.DIAGNOSTIC RADIOLOGYLHMC IN BURLINGTON IS A LEVEL II TRAUMA CENTER. RESIDENTS BECOME ACCOMPLISHED IN THE TECHNIQUES OF BASIC RADIOGRAPHY, FLUOROSCOPY, FILM INTERPRETATION, AND RADIATION PROTECTION AS WELL AS ROUTINE CT STUDIES INCLUDING BRAIN, SPINE, EXTREMITIES, CHEST AND ABDOMINAL CASES. LHMC PERFORMS STATE-OF-THE-ART CT AND MR ANGIOGRAPHY (NEUROVASCULAR, CARDIAC, AND PERIPHERAL VASCULAR IMAGING). A DEDICATED 3-D IMAGING LABORATORY ALLOWS FOR THE MANIPULATION OF IMAGES TO BETTER INTERPRET STUDIES, ALL OF WHICH INCREASE THE HOSPITAL'S RESIDENTS' LEVEL OF KNOWLEDGE AND EXPERIENCE. LHMC HAS INSTALLED SIMILAR SOFTWARE AT ALL RADIOLOGY PACS STATIONS WHICH PROVIDES RESIDENTS WITH TREMENDOUS HANDS ON TRAINING IN THE USE OF 3-D POST-PROCESSING SOFTWARE. RESIDENTS ALSO HAVE THE OPPORTUNITY TO TRAIN IN ADVANCED SUBSPECIALTY IMAGING, OFTEN RESERVED FOR FELLOWS IN OTHER DEPARTMENTS (I.E., CT COLONOGRAPHY, BREAST MRI, LUNG SCREENING, ETC.).UROLOGYTHE UROLOGY PROGRAM CONSISTS OF FIVE CLINICAL YEARS VERTICALLY INTEGRATED WITH GRADED RESPONSIBILITY FOR PATIENT CARE. IN ADDITION TO ACGME ACCREDITATION, THIS TRAINING PROGRAM MEETS ALL THE REQUIREMENTS OF THE AMERICAN BOARD OF UROLOGY (ABU) RESIDENTS BECOME FAMILIAR WITH THE PHYSIOLOGY AND PATHOPHYSIOLOGY OF UROLOGIC DISEASES AND HAVE A DEDICATED ROTATION IN THE BASIC SCIENCE RESEARCH LAB AS WELL AS CLINICAL TRAINING FOCUSING INITIALLY ON BASIC UROLOGY INCLUDING ENDOSCOPY, INPATIENT CONSULTS AND EARLY EXPOSURE TO ROBOTICS AND PROGRESSES TO EXPERIENCE WITH MORE COMPLEX ENDOSCOPIC PROCEDURES AS WELL AS PERFORMING MAJOR AND MINOR OPERATIVE PROCEDURES. THE FIFTH YEAR OF THIS PROGRAM IS SPENT AS A CHIEF RESIDENT WITH EXPERIENCE AT EXPOSURE BOTH AT LHMC AND A BETH ISRAEL DEACONESS MEDICAL CENTER, A TERTIARY CARE ACADEMIC MEDICAL CENTER IN BOSTON, MASSACHUSETTS AND A SISTER ENTITY TO LHMC. THE CHIEF RESIDENT SPENDS THE YEAR BECOMING PROFICIENT IN MAJOR OPERATIVE PROCEDURES AND IS RESPONSIBLE FOR ORGANIZING CONFERENCES AT BOTH TEACHING HOSPITALS. THE CHIEF RESIDENTS SUPERVISE AND COORDINATE THE JUNIOR RESIDENTS AS WELL AS MEDICAL STUDENTS. THIS INCREASING LEVEL OF INDEPENDENCE PREPARES THE CHIEF RESIDENTS FOR THE TRANSITION TO FELLOWSHIP OR INDEPENDENT PRACTICE. FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: EXAMPLES OF THE HOSPITAL'S ACGME ACCREDITED FELLOWSHIP PROGRAMSGASTROENTEROLOGY FELLOWSHIPTHE GASTROENTEROLOGY FELLOWSHIP IS A THREE-YEAR WHERE FELLOWS GAIN PROFICIENCY IN ALL AREAS OF GASTROENTEROLOGY AND HEPATOLOGY. APPROXIMATELY EIGHTEEN MONTHS ARE SPENT ON THE GASTROENTEROLOGY SERVICE, WHICH COMPRISES THE INPATIENT SERVICE FOR PATIENTS ADMITTED WITH PRIMARY GASTROINTESTINAL DISORDERS, AS WELL AS THE CONSULTATION SERVICE. THE HOSPITAL IS A BUSY LIVER TRANSPLANT CENTER, AND TRAINEES SPEND A TOTAL OF SIX MONTHS ON THE INPATIENT LIVER SERVICE CARING FOR PATIENTS WITH COMPLICATED LIVER DISEASE. FELLOWS MAINTAIN THEIR OWN CONTINUITY CLINIC, WHICH MEETS WEEKLY FOR THREE YEARS. FELLOWS ALSO ROTATE INTO IBD AND HEPATOLOGY OUTPATIENT CLINICS DURING THEIR THIRD YEAR. ROTATIONS IN ENDOSCOPY, CLINICAL RESEARCH, MOTILITY AND NUTRITION ARE ALSO PART OF THE EDUCATIONAL EXPERIENCE. THERE IS A RICH CONFERENCE SCHEDULE INCLUDING DIDACTIC LECTURES, INSTRUCTION IN PATHOLOGY AND RADIOLOGY, AND CASE DISCUSSIONS AND FELLOWS HAVE MULTIPLE OPPORTUNITIES FOR TEACHING OF RESIDENTS AND MEDICAL STUDENTS. GRADUATING FELLOWS ARE WELL SUITED FOR A CAREER IN ACADEMIC CLINICAL GASTROENTEROLOGY.PULMONARY AND CRITICAL CARE MEDICINE FELLOWSHIPPULMONARY AND CRITICAL CARE MEDICINE FELLOWSHIP INCLUDES TRAINING IN INTERVENTIONAL PULMONOLOGY AND PREPARATION FOR CERTIFICATION IN BOTH PULMONARY MEDICINE AND CRITICAL CARE MEDICINE. ROTATIONS ARE SCHEDULED IN THE MEDICAL AND SURGICAL INTENSIVE CARE UNITS.FELLOWS WORK DIRECTLY WITH PULMONARY AND CRITICAL CARE MEDICINE PROFESSIONALS AND ALSO INTERACT WITH PHYSICIANS AND TRAINEES IN ANESTHESIOLOGY, CARDIOTHORACIC SURGERY, GENERAL SURGERY, INTERNAL MEDICINE AND ITS SUBSPECIALTIES, NEUROLOGY, NEUROSURGERY, ORTHOPAEDIC SURGERY AND UROLOGY. RESEARCH OPPORTUNITIES ARE AN ESSENTIAL PART OF THE TRAINING AND SIX MONTHS SPACED THROUGHOUT THE FELLOWSHIP ARE SET ASIDE SPECIFICALLY FOR RESEARCH. ADVANCED PRACTITIONER PROGRAMPHYSICIAN ASSISTANT AND NURSE PRACTITIONER STUDENTS FROM SEVERAL LOCAL COLLEGES AND UNIVERSITIES ROTATE TO MULTIPLE DEPARTMENTS THROUGHOUT THE LHMC AS PART OF THEIR EDUCATIONAL EXPERIENCE.ADVANCED PRACTICE EDUCATION IS INTRINSIC TO LHMC'S TRADITION OF PATIENT-CENTERED CARE. THE ADVANCED PRACTICE COUNCIL OVERSEES THE PROFESSIONAL PRACTICE AND DEVELOPMENT OF THE ADVANCE PRACTITIONERS WHILE LEARNING AND TRAINING AT LHMC AND ASSURES THAT THE MEDICAL STAFF, NURSING DEPARTMENT, HOSPITAL ADMINISTRATION, AND PHYSICIAN LEADERS ARE CONNECTED IN THEIR SUPPORT OF OUR ADVANCED PRACTICE PROVIDERS AND THEIR STUDENTS. OUR TEAM MODEL ENSURES A SEAMLESS, COORDINATED APPROACH TO PATIENT CARE.LHMC/LMCPADDITIONAL INFORMATION REGARDING PROMOTING THE HEALTH OF THE COMMUNITY (SCHEDULE H, PART VI, QUESTIONS 5 AND 6)COMMUNITY BOARDAS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. AFFILIATED HEALTH CARE SYSTEMAS NOTED IN VARIOUS NARRATIVE DISCLOSURES THAT SUPPORT THIS FORM 990 AND RELATED SCHEDULES FOR THE PERIOD COVERED BY THIS FILING, LHMC/LMCP IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. BILH IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BILH OPERATES AS 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, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. BILH SERVES AS SOLE MEMBER OF 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). LAHEY CLINIC FOUNDATION SERVES AS THE SOLE MEMBER OF LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER. EACH OF THESE AFFILIATES IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES SERVED BY BILH. EACH OF THESE AFFILIATES MAY ALSO, IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES.FOR THE FISCAL YEAR 2020 THE BILH HOSPITALS NOTED ABOVE PROVIDED CARE TO MEDICAID PATIENTS AT COSTS WHICH EXCEEDED REVENUES BY OVER $86 MILLION AND PROVIDED CARE TO MEDICARE PATIENTS AT COSTS WHICH EXCEEDED REVENUES BY $117 MILLION. IN ADDITION, THE BILH HOSPITALS PROVIDED TOTAL COMMUNITY BENEFITS IN THE NATURE OF DIRECT SERVICES TO THE COMMUNITIES SERVED BY THE BILH NETWORK AS WELL AS FUNDS PROVIDED TO COMMUNITY PARTNERS IN THE AMOUNT OF $32 MILLION. BILH HOSPITALS ALSO INCURRED NET COSTS FOR SUBSIDIZED HEALTH SERVICES TO ENSURE THAT CARE WAS AVAILABLE WITHIN THE COMMUNITIES SERVED ACROSS BILH IN THE AMOUNT OF $93 MILLION. FINALLY, BILH HOSPITALS ARE COMMITTED TO PROVIDING RESEARCH TO FURTHER ADVANCE CARE TO BILH PATIENTS AND TO THE GENERAL ADVANCEMENT TO HEALTHCARE TREATMENT BEYOND THE COMMUNITIES IMMEDIATELY SERVED BY BILH AND TO PROVIDING CUTTING EDGE TRAINING TO FUTURE HEALTHCARE PROVIDERS. BILH HOSPITALS INVESTED NET COSTS OF $183 MILLION. TOWARD THESE MISSIONS DURING THE FISCAL YEAR COVERED BY THIS FILING. FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION: RC 501(R) REPORTING UNDER REVENUE PROCEDURE 2015-21:DURING A REVIEW OF LAHEY CLINIC HOSPITAL, INC.'S SECTION 501(R) COMPLIANCE IN THE HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2019, IT WAS DETERMINED THAT CERTAIN INFORMATION IN THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY (FAP), PLAIN LANGUAGE SUMMARY (PLS) AND CREDIT AND COLLECTIONS POLICY (CCP) AS THEN IN EFFECT REQUIRED CLARIFICATION OR CORRECTION. ALL CORRECTIONS AND CLARIFICATIONS WERE MADE AS REQUIRED PRIOR TO THE HOSPITAL'S FILING OF THE FORM 990 FOR THAT SAME FISCAL PERIOD. BECAUSE THE CORRECTIONS AND CLARIFICATIONS WERE MADE DURING THE FISCAL YEAR COVERED BY THE CURRENT FILING, THIS DISCLOSURE IS INCLUDED AGAIN IN THE FORM 990. IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN REVENUE PROCEDURE 2015-21, EACH OF THE IDENTIFIED ITEMS IS LISTED ALONG WITH THE METHOD OF CORRECTION. CORRECTION OCCURRED BY ADOPTION OF A REVISED FAP, PLS AND CCP BY THE HOSPITAL'S AUTHORIZED BODY PRIOR TO FILING THE RETURN FOR FISCAL YEAR 2019, WHICH WAS FILED DURING THE HOSPITAL'S FISCAL YEAR 2020. (1) WHILE THE FAP SPECIFIED THE PERCENTAGE OF DISCOUNTS AVAILABLE, IT DID NOT SPECIFICALLY REFER TO WHAT CHARGES THOSE DISCOUNTS WOULD BE APPLIED. THE FAP HAS BEEN REVISED TO CLARIFY THAT THE DISCOUNTS ARE APPLIED TO PATIENT GROSS CHARGES. (2) THE FAP DID NOT SPECIFY THE AMOUNTS GENERALLY BILLED (AGB) BY THE HOSPITAL OR SPECIFY THE METHODOLOGY FOR CALCULATING THE AGB. THIS INFORMATION WAS POSTED ON THE HOSPITAL'S WEBSITE BUT WAS NOT SPECIFICALLY INCLUDED IN THE FAP. THE FAP HAS BEEN REVISED TO INCLUDE THIS INFORMATION. (3) THE FAP DID NOT CLEARLY DESCRIBE INFORMATION OBTAINED FROM SOURCES OTHER THAN THE INDIVIDUAL SEEKING FINANCIAL ASSISTANCE TO PRESUMPTIVELY DETERMINE THAT THE INDIVIDUAL IS FAP-ELIGIBLE. THE FAP HAS BEEN REVISED TO CLARIFY SUCH INFORMATION. (4) THE LIST OF PROVIDERS OF EMERGENCY AND MEDICALLY NECESSARY CARE AT THE HOSPITAL DID NOT INCLUDE ALL PROVIDERS. THE LIST HAS BEEN UPDATED AND NOW REFLECTS ALL PROVIDERS. (5) THE PLS DID NOT INCLUDE INSTRUCTIONS ON HOW AN INDIVIDUAL CAN OBTAIN A FREE COPY OF THE FAP AND FAP INSTRUCTIONS BY MAIL AND DID NOT INCLUDE THE CONTACT INFORMATION, INCLUDING TELEPHONE NUMBER AND PHYSICAL LOCATION OF THE HOSPITAL'S OFFICE OR DEPARTMENT THAT CAN PROVIDE ASSISTANCE WITH THE FAP APPLICATION PROCESS. THE PLS HAS BEEN REVISED TO INCLUDE THIS INFORMATION. (6) THE HOSPITAL HAD NOT YET MADE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL ABOUT THE FAP IN A MANNER REASONABLY CALCULATED TO REACH THOSE MEMBERS WHO ARE MOST LIKELY TO REQUIRE FINANCIAL ASSISTANCE. THE HOSPITAL HAS SINCE MADE SUCH EFFORTS, INCLUDING BY DISTRIBUTING COPIES OF ITS FAP AND FAP APPLICATION TO REFERRING STAFF PHYSICIANS AND TO COMMUNITY HEALTH CENTERS SERVING THE HOSPITAL'S COMMUNITY. (7) THE HOSPITAL HAD NOT BEEN OFFERING A PAPER COPY OF ITS PLS TO PATIENTS AS PART OF THE INTAKE OR DISCHARGE PROCESS. THE HOSPITAL HAS NOW ENSURED THAT IT IS DOING SO. (8) WHILE THE HOSPITAL HAD NOT BEEN ENGAGING IN ANY EXTRAORDINARY COLLECTION ACTIONS (ECAS), ITS CCP DID NOT INCLUDE A DESCRIPTION OF THE OFFICE, DEPARTMENT OR COMMITTEE WITH FINAL AUTHORITY FOR DETERMINING THAT REASONABLE EFFORTS HAD BEEN MADE TO DETERMINE FAP ELIGIBILITY BEFORE ENGAGING IN ANY ECAS. THE CCP HAS BEEN REVISED TO [EXPLICITLY PROHIBIT THE HOSPITAL FROM ENGAGING IN ECAS / INCLUDE SUCH A DESCRIPTION].FINALLY, THE HOSPITAL HAS ADOPTED PROCEDURES THAT REQUIRE THE HOSPITAL TO REVIEW, ON A REGULAR BASIS, THE HOSPITAL'S POLICIES AND PROCEDURE TO ENSURE COMPLIANCE WITH THE REQUIREMENTS OF SECTION 501(R) AND THE REGULATIONS ISSUED THEREUNDER. THOSE PROCEDURES INCLUDE REVIEWING A SECTION 501(R) COMPLIANCE 0 TOWN OF BEDFORD 10 MUDGE WAY BEDFORD MA 01730 046001082 501(C)(3) 5147 0 BEDFORD TRANSPORTATION PROGRAM NORTH SHORE COMMUNITY HEALTH 27 CONGRESS STREET SUITE 513 SALEM MA 01970 042610447 501(C)(3) 15000 0 COMMUNITY-BASED MENTAL HEALTH RESOURCES SUPPORT AMERICAN CANCER SOCIETY 43 NAGOG PARK ACTON MA 01720 050271570 501(C)(3) 10000 0 CANCER PREVENTION AND SCREENING ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER ST SUITE 101 DANVERS MA 01973 043407816 501(C)(3) 279106 0 DON EXPENSE PAYMENT ST JOHN THE BAPTIST SCHOOL 19 CHESTNUT STREET PEABODY MA 01960 042106293 501(C)(3) 25000 0 CANCER PREVENTION AND SCREENING CITIZENS INN INC CITIZENS INN 81 MAIN STREET PEABODY MA 01960 222540856 501(C)(3) 10000 0 CANCER PREVENTION AND SCREENING PEABODY CULTURAL COLLABORATIVE 22 FOSTER STREET PEABODY MA 01960 300779579 501(C)(3) 25000 0 CANCER PREVENTION AND SCREENING LOWELL COMMUNITY HEALTH CENTER 161 JACKSON STREET LOWELL MA 01852 042881348 501(C)(3) 10000 0 LOWELL COMMUNITY HEALTH CENTER COVID PROGRAMS MERRIMACK VALLEY FOOD BANK INC PO BOX 8638 LOWELL MA 01853 223241609 501(C)(3) 11600 0 MERRIMACK VALLEY FOOD BANK FARMERS MARKET MILL CITY GROWS INC 650 SUFFOLK STREET SUITE G10 LOWELL MA 01854 472096070 501(C)(3) 10000 0 MILL CITY GROWS PROGRAM PLACE OF PROMISE PO BOX 1132 LOWELL MA 01853 043233151 501(C)(3) 12000 0 PLACE OF PROMISE REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 20000 0 REACH BEYOND DOMESTIC VIOLENCE MIDDLESEX 3 COALTION INC 7 NEW ENGLAND EXECUTIV EPARK BURLINGTON MA 01805 455094277 501(C)(3) 5000 0 TRANSPORTATION SUPPORT YMCA OF METRO NORTH INC 2 CENTENNIAL DRIVE SUITE 2A UPPER LEVEL PEABODY MA 01960 042105883 501(C)(3) 33890 0 ENHANCE FITNESS SAHELI P O BOX 1345 BURLINGTON MA 01803 030547972 501(C)(3) 20850 0 SAHELI OUTREACH WORKER & SAHELI SUPPORT GROUP TUFTS UNIVERSITY (DBA NEW ENTRY SUSTAINABLE FARMING PROJECT) 419 BOSTON AVE MEDFORD MA 02155 042103634 501(C)(3) 48092 0 SENIOR FARMERS MARKETS MINUTEMAN SENIOR SERVICES 26 CROSBY DRIVE BEDFORD MA 01730 042587212 501(C)(3) 291780 0 DON EXPENSE PAYMENT & SHINE PROGRAM GREATER BOSTON YMCA--NORTH SUBURBAN BRANCH 316 HUNTINGTON AVENUE BOSTON MA 02115 042103551 501(C)(3) 34300 0 LIVESTRONG YMCA PROGRAM, PINK PROGRAM & SENIOR EXERCISE PROGRAM TOWN OF BURLINGTON 29 CENTER STREET BURLINGTON MA 01803 046001104 501(C)(3) 32660 0 COMMUNITY-BASED MENTAL HEALTH RESOURCES SUPPORT, BURLINGTON COUNCIL ON AGING MEMORY CAF, HEALTH & WELLNESS FAIRS & SENIOR EXERCISE PROGRAM CITY OF PEABODY 24 LOWELL STREET PEABODY MA 01960 046001407 501(C)(3) 90750 0 PEABODY COVID TESTING & TRANSPORTATION SUPPORT 0 0 1 1 0 0 0 0 0 1 0 TABB MD KEVIN TRUSTEE (EX-OFF), CEO (EX-OFF) 0 1716877 0 719125 0 52249 0 738626 0 50425 0 3277302 0 0 O'CONNOR TIMOTHY P FORMER TREASURER, CFO 0 640961 0 316540 0 1071389 0 1102107 0 33457 0 3164454 0 0 NESTO MD RICHARD FRMR PRES AND TRUSTEE (EX-OF) 0 769978 0 287208 0 696354 0 57751 0 82986 0 1894277 0 0 FISCHER STEVEN P TREASURER (EX-OFFICIO) 0 812612 0 430208 0 68316 0 356595 0 73596 0 1741327 0 0 LONGWORTH MD DAVID TTEE (EX OF), PRESIDENT LHMC 533266 228543 260731 111742 93050 39879 19300 8271 18919 8108 925266 396543 0 0 KATZ JAMIE CLERK (EX-OFFICIO) 0 625145 0 261938 0 47567 0 243128 0 51416 0 1229194 0 0 MARX MD JEFFREY L INTERIM DEPARTMENT CHAIR 571929 152032 53598 14248 129244 34356 29230 7770 26743 7109 810744 215515 0 0 D'AGOSTINO MD RICHARD S TRUSTEE, DIVISION CHAIR 0 644255 0 53227 0 46302 0 37000 0 38544 0 819328 0 0 VILLANUEVA MD ANDREW G TRUSTEE, CHIEF QUALITY OFFICER 337788 89792 106438 28294 123772 32901 29230 7770 24739 6576 621967 165333 0 0 ANTONIADES EFSTATHIOS COO 428638 113942 143457 38134 446 118 15596 4146 25967 6902 614104 163242 0 0 HUNTER MD ALICE A TRUSTEE 0 584132 0 29724 0 59021 0 37000 0 28746 0 738623 0 0 CREIGHTON MD MALCOLM DEPT CHAIR HOSP BASED SERVICES 400076 106349 49293 13103 67631 17978 29230 7770 28473 7569 574703 152769 0 0 SPACKMAN JD DAVID G FRMR CLERK AND GENERAL COUNSEL 0 57605 0 30000 0 395764 0 227298 0 3042 0 713709 0 0 JENKINS MD ROGER L TRUSTEE 0 577779 0 15277 0 30833 0 37000 0 31610 0 692499 0 0 LIESCHING MD TIMOTHY CHIEF MEDICAL OFFICER 408994 108720 73966 19662 1829 486 25606 6807 35912 9546 546307 145221 0 0 MOURTZINOS MD ARTHUR P TRUSTEE, PHYSICIAN 0 604525 0 21121 0 11393 0 25342 0 22625 0 685006 0 0 ROSENBLATT MD MICHAEL S FORMER CMO HOSPITAL 0 477663 0 0 0 112877 0 36542 0 32892 0 659974 0 0 WINGER MD CHRISTINE TRUSTEE , PHYSICIAN 0 402264 0 47885 0 110312 0 37000 0 30432 0 627893 0 0 GALLAGHER MD DENIS W PRES OF BILHPC 0 363906 0 105247 0 98260 0 30349 0 27374 0 625136 0 0 SORCINI MD ANDREA P TTEE (EX-OF), MSA PRES/PHYS 0 491284 0 35618 0 56137 0 37000 0 1724 0 621763 0 0 DEVITA NICOLE FORMER SVP OPERATIONS LHMC 88148 280588 26071 95938 72796 9414 13609 6720 3076 9074 203700 401734 0 0 LAWSON JR HAROLD E FORMER SVP CHIEF REV OFF 0 391716 0 94760 0 5415 0 30349 0 32664 0 554904 0 0 WELLER-NEWCOMBLINDA L CMO BEVERLY HOSPITAL 219558 0 76251 0 121534 0 80600 0 21577 0 519520 0 0 0 SRINIVASAN MD JAYASHRI TRUSTEE, DIVISION CHAIR 0 400956 0 29152 0 14048 0 36556 0 27405 0 508117 0 0 GALVIN RN MSN TRACY A CHIEF NURSING OFFICER 347906 0 86474 0 7929 0 36706 0 28833 0 507848 0 0 0 LLOYD PETER R FRMR ASST. TREAS& VP CORP. FIN 0 327840 0 67067 0 44350 0 37000 0 28893 0 505150 0 0 GENDREAU MARK VP, CANCER SERVICES 329984 0 65841 0 12235 0 37000 0 34370 0 479430 0 0 0 GUARINO RICHARD J VP HOSPITAL BASE CLINICIAN DEP 146594 183479 28894 0 51103 1438 28659 9446 14425 14314 269675 208677 0 0 PERRYMANKIMBERLY A CNO BEVERLY HOSPITAL 302699 0 88353 0 1337 0 26813 0 33381 0 452583 0 0 0 BENNETT KEVIN VP FINANCIAL SERVICES 235563 66441 48789 13761 9646 2720 28627 8074 23571 6648 346196 97644 0 0 CANCELLIERI STEVEN R VP HUMAN RESOURCES 0 297492 0 57413 0 7342 0 28530 0 11488 0 402265 0 0 SHAIKHNAIMUDDIN CHIEF PERFUSIONIST 212135 0 0 0 86662 0 36599 0 29454 0 364850 0 0 0 ALSHORASAMA CHIEF PHYSICIST, RAD ONCOLOGY 298881 0 0 0 734 0 16207 0 23877 0 339699 0 0 0 CRAWFORD MD BETSEY TRUSTEE 0 240827 0 25913 0 6907 0 35463 0 4202 0 313312 0 0 BERGER ERIC D VP SUPPLY CHAIN 0 188600 0 40040 0 13482 0 26942 0 35698 0 304762 0 0 ROBINSON MD JASON VP HOSPITAL SERV/ACAD AFF 153854 40898 14963 3978 142 38 11974 3183 26304 6992 207237 55089 0 0 SENARIAN EMILY VP MED SERV/AMBULATORY PERF 156237 41531 14963 3978 128 34 9860 2621 17927 4765 199115 52929 0 0 ROBERTS MD PATRICIA L FRMR DEPARTMENT CHAIR SURGERY 0 0 0 100000 0 129867 0 16660 0 0 0 246527 0 0 ROBERTSON WILLIAM FRMR SVP & CFO 0 137844 0 14300 0 51883 0 20400 0 17236 0 241663 0 0 BOWEN-BENITICH BRIGITTE VP SURGICAL SERVICES 157588 41890 14963 3978 327 87 12077 3210 2051 545 187006 49710 0 0 GRANT JD MD HOWARD R FORMER TRUSTEE, PRESIDENT 0 0 0 0 0 216335 0 0 0 0 0 216335 0 0 PART I, LINES 4A-B SCHEDULE J PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN LAHEY CLINIC HOSPITAL, INC. (LCH) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 DETAIL. DURING THE 2019 CALENDAR YEAR, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990 PART VII AND FORM 990 SCHEDULE J, RECEIVED PAYMENTS ON SEPARATION. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN LAHEY HEALTH SYSTEM, INC.'S (LCH) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 DETAIL. DURING THE 2019 CALENDAR YEAR, LCH WAS A PARTICIPATING EMPLOYER IN THE LAHEY CLINIC 457(F) NON-QUALIFIED DEFINED CONTRIBUTION PLAN AND THE LAHEY CLINIC 457(B) RETIREMENT SAVINGS PLAN. PURSUANT TO THESE PLANS, ELIGIBLE EMPLOYEES RECEIVED CERTAIN RETIREMENT BENEFITS AND/OR COULD DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. IN ADDITION, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990 SCHEDULE J RECEIVED COMPENSATION FROM AN ENTITY RELATED TO LCH. DURING THE 2019 CALENDAR YEAR, BETH ISRAEL LAHEY HEALTH AND BETH ISRAEL DEACONESS MEDICAL CENTER WERE PARTICIPATING EMPLOYERS IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM WHICH IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN. PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS DEFERRED BY PARTICIPANTS OR CONTRIBUTIONS RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS 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. PART I, LINE 7 ACROSS THE BILH NETWORK OF AFFILIATES, INCLUDING LCH, EXECUTIVE COMPENSATION PACKAGES AND CERTAIN EMPLOYEE COMPENSATION PACKAGES INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS. FOR THE PERIOD COVERED BY THIS FILING, THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE REPORTED IN THIS FORM 990 WAS REVIEWED AND APPROVED BY THE BILH COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, WAS FULLY STAFFED BY INDEPENDENT MEMBERS. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS FORM 990 FOR LAHEY CLINIC HOSPITAL INC.'S FINAL FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 DETAIL. 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 THE 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 TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF TRUSTEE, AS DENOTED BY THE LISTED TITLES. LAHEY CLINIC HOSPITAL, INC., LAHEY CLINIC, INC., LAHEY HEALTH SYSTEM, INC. AND LAHEY HEALTH SHARED SERVICES, INC. MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS LCH, LC, LHSI, AND LHSS RESPECTIVELY TABB, M.D., KEVIN FOR THE FILING PERIOD OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2020, DR. TABB HELD THE FOLLOWING POSITIONS: PRESIDENT, CHIEF EXECUTIVE OFFICER, AND TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. (BILH) DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER- LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER -- LAHEY CLINIC, INC. TRUSTEE, PRESIDENT, AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SHARED SERVICES, INC. DIRECTOR AND PRESIDENT BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO), PRESIDENT BOARD CHAIR NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO) NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO), PRESIDENT AND BOARD CHAIR NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO), PRESIDENT, BOARD CHAIR - SEACOAST NURSING & REHABILITATION CENTER, INC. CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER WINCHESTER HOSPITAL DIRECTOR (EX-OFFICIO) AND PRESIDENT WINCHESTER HOSPITAL FOUNDATION, INC. CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO), CHIEF EXECUTIVE OFFICER, AND CHIEF OPERATING OFFICER LAHEY CLINIC FOUNDATION, INC. CHIEF EXECUTIVE OFFICER NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER HEALTH & EDUCATION HOUSING SERVICES, INC. CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL MILTON CHIEF EXECUTIVE OFFICER BID-MILTON PHYSICIAN ASSOCIATES CHIEF EXECUTIVE OFFICER COMMUNITY PHYSICIANS ASSOCIATES CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH CHIEF EXECUTIVE OFFICER MOUNT AUBURN HOSPITAL CHIEF EXECUTIVE OFFICER NEW ENGLAND BAPTIST HOSPITAL CHIEF EXECUTIVE OFFICER THE JORDAN HEALTH SYSTEMS, INC. CHIEF EXECUTIVE OFFICER JORDAN PHYSICIAN ASSOCIATES, INC. CHIEF EXECUTIVE OFFICER ANNA JAQUES HOSPITAL CHIEF EXECUTIVE OFFICER SEACOAST AFFILIATED GROUP PRACTICE CO-CHAIR AND MANAGING DIRECTOR, BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC D/B/A BETH ISRAEL DEACONESS CARE ORGANIZATION PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL IN ADDITION TO THE POSITIONS NOTED ABOVE, DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNATE WHO THEN BECAME THE VOTING TRUSTEE IN HIS PLACE: TRUSTEE (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, BID-MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, THE JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) ANNA JAQUES HOSPITAL, INC. ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO MARCH 1, 2019, DR. TABB SERVED AS THE CHIEF EXECUTIVE OFFICER FOR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND WAS COMPENSATED BY BIDMC FOR HIS SERVICES TO BIDMC AND THE BIDMC NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, DR. TABB COMMENCED HIS POSITION AS TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED ABOVE. AMOUNTS PAID TO DR. TABB BY BILH AND BIDMC HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS PAID AND REPORTED BY BIDMC: BASE COMPENSATION: 242,245 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 52,249 DEFERRED COMPENSATION: 237,278 NON-TAXABLE BENEFITS: 8,774 PAYMENTS PAID AND REPORTED BY BILH: BASE COMPENSATION: 1,474,632 INCENTIVE COMPENSATION: 719,125 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 501,348 NON-TAXABLE BENEFITS: 41,651 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $274,505. OF THIS AMOUNT, $223,656 IS UNVESTED. DEFERRED COMPENSATION IN THE AMOUNT OF $500,000 AND INCLUDED IN THIS FILING FOR DR. TABB RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2019, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THEY ARE INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. 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 PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC INC. PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX-OFFICIO). BOARD CHAIR (EX-OFFICIO), PRESIDENT (EX-OFFICIO), BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC.(BILHPC) (EFFECTIVE JUNE 5, 2020) 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 (MCB) (EFFECTIVE MAY 13, 2020) DIRECTOR WINCHESTER PHYSICIAN ASSOCIATES, INC. (EFFECTIVE OCTOBER 23, 2019) AS REQUIRED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. IN HIS POSITIONS AS CHAIR OF THE BETH ISRAEL LAHEY HEALTH NETWORK AS WELL AS PRESIDENT OF THE LAHEY CLINIC FOUNDATION (LCF), LAHEY CLINIC, INC (LC), AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LCH), DR. LONGWORTH RECEIVED PAYMENTS DIRECTLY FROM LCH AND ALSO BETH ISRAEL LAHEY HEALTH (BILH). BILH IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, A SUPPORT ORGANIZATION OF LCF, LCI, LCH AS WELL AS MCB AND BILHPC. COMBINED PAYMENTS REPORTED BY LCH/LC: BASE COMPENSATION: 533,266 INCENTIVE COMPENSATION: 260,730. OTHER REPORTABLE COMPENSATION: 93,050 DEFERRED COMPENSATION: 19,300 NON-TAXABLE BENEFITS: 18,920 PAYMENTS REPORTED BY BILHPC: BASE COMPENSATION: 228,543 INCENTIVE COMPENSATION: 111,742 OTHER REPORTABLE COMPENSATION: 39,879 DEFERRED COMPENSATION: 8,271 NON-TAXABLE BENEFITS: 8,108 OTHER REPORTABLE COMPENSATION REPORTED FOR DR. LONGWORTH INCLUDES $78,977 OF PTO CASHED OUT WHEN HE BECAME THE CHAIR OF BILH PRIMARY CARE AND PAYMENTS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS TOTALING $52,809. D'AGOSTINO M.D., RICHARD TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. DIVISION CHAIR OF THORACIC & CARDIOVASCULAR SURGERY AND PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 644,255 INCENTIVE COMPENSATION: 53,227 OTHER REPORTABLE COMPENSATION: 46,302 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 38,544 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. D'AGOSTINO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $24,063. VILLANUEVA M.D., ANDREW TRUSTEE, CHIEF QUALITY OFFICER LAHEY CLINIC HOSPITAL, INC. TRUSTEE, CHIEF QUALITY OFFICER LAHEY CLINIC, INC. TRUSTEE, CHIEF QUALITY OFFICER LAHEY CLINIC FOUNDATION, INC. CHIEF QUALITY OFFICER AND PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 89,792 INCENTIVE COMPENSATION: 28,294 OTHER REPORTABLE COMPENSATION: 32,901 DEFERRED COMPENSATION: 7,770 NON-TAXABLE BENEFITS: 6,576 PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 337,788 INCENTIVE COMPENSATION: 106,438 OTHER REPORTABLE COMPENSATION: 123,772 DEFERRED COMPENSATION: 29,230 NON-TAXABLE BENEFITS: 24,739 OTHER REPORTABLE COMPENSATION FOR DR. VILLANUEVA INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $122,807. HUNTER, M.D., ALICE A TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. PHYSICIAN, LAHEY CLINIC HOSPITAL PAYMENTS REPORTED BY: LC BASE COMPENSATION: 584,132 INCENTIVE COMPENSATION: 29,724 OTHER REPORTABLE COMPENSATION: 59,021 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 28,746 OTHER REPORTABLE COMPENSATION FOR DR. HUNTER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $40,513. JENKINS M.D., ROGER TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 577,779 INCENTIVE COMPENSATION: 15,277 OTHER REPORTABLE COMPENSATION: 30,833 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 31,610 OTHER REPORTABLE COMPENSATION FOR DR. JENKINS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $8,594. MOURTZINOS M.D., ARTHUR P. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC PHYSICIAN LAHEY CLINIC, INC. PHYSICIAN LAHEY CLINIC HOSPITAL, INC. PHYSICIAN LAHEY CLINIC FOUNDATION, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 604,525 INCENTIVE COMPENSATION: 21,121 OTHER REPORTABLE COMPENSATION: 11,393 DEFERRED COMPENSATION: 25,342 NON-TAXABLE BENEFITS: 22,625 WINGER M.D., CHRISTINE TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 402,264 INCENTIVE COMPENSATION: 47,885 OTHER REPORTABLE COMPENSATION: 110,312 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 30,432 OTHER REPORTABLE COMPENSATION FOR DR. WINGER INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $91,922. SORCINI, M.D., ANDREA P TRUSTEE (EX-OFFICIO), MSA PRESIDE LAHEY CLINIC HOSPITAL, INC. TRUSTEE (EX-OFFICIO) LAHEY CLINIC, INC. TRUSTEE (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. PHYSICIAN LAHEY CLINIC HOSPITAL, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 491,284 INCENTIVE COMPENSATION: 35,618 OTHER REPORTABLE COMPENSATION: 56,137 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 1,724 OTHER REPORTABLE COMPENSATION FOR DR. SORCINI INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $43,103. SRINIVASAN M.D., JAYASHRI TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC.. DIVISION CHAIR NEUROLOGY AND PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 400,956 INCENTIVE COMPENSATION: 29,152 OTHER REPORTABLE COMPENSATION: 14,048 DEFERRED COMPENSATION: 36,556 NON-TAXABLE BENEFITS: 27,405 CRAWFORD M.D., BETSEY TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 240,827 INCENTIVE COMPENSATION: 25,913 OTHER REPORTABLE COMPENSATION: 6,907 DEFERRED COMPENSATION: 35,463 NON-TAXABLE BENEFITS: 4,202 IRVING, JAMES TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. LANG, DAVID TRUSTEE, CHAIR LAHEY CLINIC HOSPITAL, INC. TRUSTEE, CHAIR LAHEY CLINIC, INC. TRUSTEE, CHAIR LAHEY CLINIC FOUNDATION, INC BAILEY PH.D., ERIC M. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. CRANDALL, ROGER W. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. TRUSTEE ADDISON GILBERT SOCIETY, INC. EDMONDS, JANE C TRUSTEE LAHEY CLINIC FOUNDATION TRUSTEE LAHEY CLINIC HOSPITAL TRUSTEE LAHEY CLINIC, INC. MCARDLE, JOAN TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. NORDBLOM, PETER C. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. PODUSKA, WILLIAM J. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. REESE, STUART TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. REID PONTE, PATRICIA TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. SCHMERGEL, GREG TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. FISCHER, STEVEN MR. FISCHER HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE AND TREASURER BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. TREASURER (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) BID-MILTON PHYSICIAN ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION TREASURER (EX-OFFICIO) MOUNT AUBURN HOSPITAL TREASURER (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) JORDAN PHYSICIAN ASSOCIATES TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) THE JORDAN HEALTH SYSTEMS, INC. TREASURER (EX-OFFICIO) ANNA JAQUES HOSPITAL TREASURER - SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) LAHEY HEALTH SHARED SERVICES, INC. TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) NORTHEAST HEALTH SYSTEM, INC. TREASURER AND TRUSTEE (EX-OFFICIO) NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) SEACOAST NURSING & REHABILITATION CENTER, INC. TREASURER (EX-OFFICIO) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) WINCHESTER HOSPITAL FOUNDATION, INC. TREASURER WINCHESTER HEALTHCARE MANAGEMENT, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE NETWORK LLC TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION LLC TREASURER (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND TREASURER CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND TREASURER HEALTH & EDUCATION HOUSING SERVICES, INC. ASSISTANT TREASURER MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE CLERK BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC D/B/A BETH ISRAEL DEACONESS CARE ORGANIZATION ALTHOUGH MR. FISCHER SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO MARCH 1, 2019, MR. FISCHER SERVED AS THE ASSISTANT TREASURER FOR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND WAS COMPENSATED BY BIDMC FOR HIS SERVICES TO BIDMC AND THE BIDMC NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, MR. FISCHER COMMENCED HIS POSITION AS EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED ABOVE. AMOUNTS PAID TO MR. FISCHER BY BILH AND BIDMC HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS MADE AND REPORTED BY BIDMC: BASE COMPENSATION: 110,415 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 68,316 DEFERRED COMPENSATION: 14,844 NON-TAXABLE BENEFITS: 13,641 PAYMENTS MADE AND REPORTED BY BILH: BASE COMPENSATION: 702,197 INCENTIVE COMPENSATION: 430,208 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 341,751 NON-TAXABLE BENEFITS: 59,955 OTHER REPORTABLE COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $67,428. DEFERRED COMPENSATION IN THE AMOUNT OF $337,500 AND INCLUDED IN THIS FILING FOR MR. FISCHER RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2019, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THEY ARE INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. KATZ, J.D., JAMIE MR, KATZ HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. GENERAL COUNSEL AND CLERK (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE AND CLERK BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CLERK (EX-OFFICIO) MOUNT AUBURN HOSPITAL CLERK (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON CLERK (EX-OFFICIO) COMMUNITY PHYSICIANS ASSOCIATION, INC. CLERK (EX-OFFICIO) BID-MILTON PHYSICIAN ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH CLERK (EX-OFFICIO) JORDAN PHYSICIANS ASSOCIATES, INC. CLERK (EX-OFFICIO) THE JORDAN HEALTH SYSTEMS CLERK (EX-OFFICIO) ANNA JAQUES HOSPITAL CLERK (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE AND CLERK LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE, CHAIR, PRESIDENT AND CLERK BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. THROUGH JUNE 5, 2020 TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST HEALTH SYSTEM, INC. CLERK (EX-OFFICIO) NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK SEACOAST NURSING & REHABILITATION CENTER, INC. DIRECTOR (EX-OFFICIO) AND CLERK (EX-OFFICIO) WINCHESTER HOSPITAL FOUNDATION, INC. CLERK WINCHESTER HEALTHCARE MANAGEMENT, INC. CLERK (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. CLERK (EX-OFFICIO) LAHEY CLINIC, INC. CLERK (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER CLERK (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND CLERK CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND CLERK HEALTH & EDUCATION HOUSING SERVICES, INC. CLERK (EX-OFFICIO) WINCHESTER HOSPITAL ALTHOUGH MR. KATZ SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO MARCH 1, 2019, MR. KATZ SERVED AS GENERAL COUNSEL FOR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND WAS COMPENSATED BY BIDMC FOR HIS SERVICES TO BIDMC AND THE BIDMC NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, MR. KATZ COMMENCED HIS POSITION AS GENERAL COUNSEL AND CLERK (EX-OFFICIO) OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED ABOVE. AMOUNTS PAID TO MR. KATZ BY BILH AND BIDMC HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 81,300 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 47,567 DEFERRED COMPENSATION: 13,217 NON-TAXABLE BENEFITS: 7,530 PAYMENTS REPORTED BY BILH: BASE COMPENSATION: 543,845 INCENTIVE COMPENSATION: 261,938 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 229,911 NON-TAXABLE BENEFITS: 43,886 OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $46,793. DEFERRED COMPENSATION IN THE AMOUNT OF $225,000 AND INCLUDED IN THIS FILING FOR MR. KATZ RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2019, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THEY ARE INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. BENNETT, KEVIN VICE PRESIDENT, FINANCIAL SERVICES LAHEY CLINIC HOSPITAL, INC. VICE PRESIDENT, FINANCIAL SERVICES LAHEY CLINIC, INC. VICE PRESIDENT, FINANCIAL SERVICES LAHEY CLINIC FOUNDATION, INC. VICE PRESIDENT, FINANCIAL SERVICES BETH ISRAEL LAHEY HEALTH PRIMARY CARE PAYMENTS REPORTED BY: BILHPC BASE COMPENSATION: 6,040 INCENTIVE COMPENSATION: 1,251 OTHER REPORTABLE COMPENSATION: 247 DEFERRED COMPENSATION: 734 NON-TAXABLE BENEFITS: 604 PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 235,563 INCENTIVE COMPENSATION: 48,789 OTHER REPORTABLE COMPENSATION: 9,646 DEFERRED COMPENSATION: 28,627 NON-TAXABLE BENEFITS: 23,571 PAYMENTS REPORTED BY: LC BASE COMPENSATION: 60,401 INCENTIVE COMPENSATION: 12,510 OTHER REPORTABLE COMPENSATION: 2,473 DEFERRED COMPENSATION: 7,340 NON-TAXABLE BENEFITS: 6,044 LEAR, MARYELLEN ASSISTANT CLERK -- LAHEY CLINIC FOUNDATION, INC. ASSISTANT CLERK -- LAHEY CLINIC HOSPITAL, INC. ASSISTANT CLERK -- LAHEY CLINIC, INC. ASSISTANT CLERK -- NORTHEAST BEHAVIORAL HEALTH CORPORATION ASSISTANT CLERK -- NORTHEAST HOSPITAL CORPORATION CLERK, FORMER ASSISTANT CLERK -- NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. PAYMENTS REPORTED BY: LHSS BASE COMPENSATION: 127,864 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 691 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 33,143 MARX M.D., JEFFREY INTERIM DEPARTMENT CHAIR, SURGERY LAHEY CLINIC HOSPITAL, INC. INTERIM DEPARTMENT CHAIR, SURGERY LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 571,929 INCENTIVE COMPENSATION: 53,598 OTHER REPORTABLE COMPENSATION: 129,244 DEFERRED COMPENSATION: 29,230 NON-TAXABLE BENEFITS: 26,743 PAYMENTS REPORTED BY: LC BASE COMPENSATION: 152,032 INCENTIVE COMPENSATION: 14,248 OTHER REPORTABLE COMPENSATION: 34,356 DEFERRED COMPENSATION: 7,770 NON-TAXABLE BENEFITS: 7,109 OTHER REPORTABLE COMPENSATION FOR DR. MARX INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $148,723. ANTONIADES, EFSTATHIOS CHIEF OPERATING OFFICER LAHEY CLINIC HOSPITAL, INC. CHIEF OPERATING OFFICER LAHEY CLINIC, INC. CHIEF OPERATING OFFICER LAHEY CLINIC FOUNDATION, INC. PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 428,638 INCENTIVE COMPENSATION: 143,457 OTHER REPORTABLE COMPENSATION: 446 DEFERRED COMPENSATION: 15,596 NON-TAXABLE BENEFITS: 25,967 PAYMENTS REPORTED BY: LC BASE COMPENSATION: 113,942 INCENTIVE COMPENSATION: 38,134 OTHER REPORTABLE COMPENSATION: 118 DEFERRED COMPENSATION: 4,146 NON-TAXABLE BENEFITS: 6,902 CREIGHTON M.D., MALCOLM DEPARTMENT CHAIR OF HOSPITAL BASED SERVICES LAHEY CLINIC HOSPITAL, INC. DEPARTMENT CHAIR OF HOSPITAL BASED SERVICES LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 400,076 INCENTIVE COMPENSATION: 49,293 OTHER REPORTABLE COMPENSATION: 67,631 DEFERRED COMPENSATION: 29,230 NON-TAXABLE BENEFITS: 28,473 PAYMENTS REPORTED BY: LC BASE COMPENSATION: 106,349 INCENTIVE COMPENSATION: 13,103 OTHER REPORTABLE COMPENSATION: 17,978 DEFERRED COMPENSATION: 7,770 NON-TAXABLE BENEFITS: 7,569 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. CREIGHTON INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $51,192. LIESCHING, M.D., TIMOTHY CHIEF MEDICAL OFFICER -- LAHEY CLINIC, INC. CHIEF MEDICAL OFFICER - LAHEY CLINIC FOUNDATION, INC. CHIEF MEDICAL OFFICER LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE - BETH ISRAEL LAHEY HEALTH PAYMENTS REPORTED BY LC: BASE COMPENSATION: 108,720 INCENTIVE COMPENSATION: 19,662 OTHER REPORTABLE COMPENSATION: 1,829 DEFERRED COMPENSATION: 25,606 NON-TAXABLE BENEFITS: 35,912 PAYMENTS REPORTED BY LCH: BASE COMPENSATION: 408,994 INCENTIVE COMPENSATION: 73,966 OTHER REPORTABLE COMPENSATION: 1,829 DEFERRED COMPENSATION: 25,606 NON-TAXABLE BENEFITS: 35,912 OTHER REPORTABLE AND DEFERRED COMPENSATION REPORTED FOR DR, LIESCHING INCLUDES CHANGE IN THE VALUE OF A NONQUALIFIED PLAN TOTALING $517. GALLAGHER M.B.A., DENIS PRESIDENT, PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC TRUSTEE (EX-OFFICIO); TREASURER; PRESIDENT: BETH ISRAEL LAHEY HEALTH PRIMARY CARE (COMMENCING JUNE 5, 2020) 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 (COMMENCING ON MAY 13, 2020) ALTHOUGH MR. GALLAGHER SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. FOR THE PERIOD COVERED BY THIS FILING, MR. GALLAGHER SERVED AS THE PRESIDENT OF THE PRIMARY CARE NETWORK OF BILH AND WAS COMPENSATED BY LCH FOR HIS SERVICES TO BILH AND THE BILH NETWORK OF AFFILIATES. AMOUNTS PAID TO MR. GALLAGHER BY LCH HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS REPORTED BY BILH: BASE COMPENSATION: 363,906 INCENTIVE COMPENSATION: 105,247 OTHER REPORTABLE COMPENSATION: 98,260 DEFERRED COMPENSATION: 30,349 NON-TAXABLE BENEFITS: 27,374 OTHER REPORTABLE COMPENSATION FOR MR. GALLAGHER INCLUDES CONTRIBUTIONS TO A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $19,000. GALVIN R.N. M.S.N, TRACY CHIEF NURSING OFFICER LAHEY CLINIC HOSPITAL, INC. CHIEF NURSING OFFICER LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 347,906 INCENTIVE COMPENSATION: 86,474 OTHER REPORTABLE COMPENSATION: 7,929 DEFERRED COMPENSATION: 36,706 NON-TAXABLE BENEFITS: 28,833 CANCELLIERI, STEVEN VICE PRESIDENT, HUMAN RESOURCES LAHEY CLINIC HOSPITAL, INC. VICE PRESIDENT, HUMAN RESOURCES LAHEY CLINIC, INC. VICE PRESIDENT, HUMAN RESOURCES BETH ISRAEL LAHEY HEALTH PRIMARY CARE PAYMENTS REPORTED BY: LHSS BASE COMPENSATION: 297,492 INCENTIVE COMPENSATION: 57,413 OTHER REPORTABLE COMPENSATION: 7,342 DEFERRED COMPENSATION: 28,530 NON-TAXABLE BENEFITS: 11,488 ROBINSON M.D., JASON VP HOSPITAL SERVICES AND ACADEMIC AFFAIRS LAHEY CLINIC HOSPITAL, INC. VP HOSPITAL SERVICES AND ACADEMIC AFFAIRS LAHEY CLINIC, INC. DR. ROBINSON'S TERM IN THE POSTIONS ABOVE BEGAN ON SEPTEMBER 1, 2020. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 40,898 INCENTIVE COMPENSATION: 3,978 OTHER REPORTABLE COMPENSATION: 38 DEFERRED COMPENSATION: 3,183 NON-TAXABLE BENEFITS: 6,992 PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 153,854 INCENTIVE COMPENSATION: 14,963 OTHER REPORTABLE COMPENSATION: 142 DEFERRED COMPENSATION: 11,974 NON-TAXABLE BENEFITS: 26,304 SENARIAN, EMILY VP MEDICAL SERVICES AND AMBULATORY PERFORMANCE LAHEY CLINIC, INC. VP MEDICAL SERVICES AND AMBULATORY PERFORMANCE LAHEY CLINIC HOSPITAL, INC. MS. SENARIAN'S TERM ON LAHEY CLINIC HOSPITAL'S BOARD BEGAN ON 9/1/20 PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 156,237 INCENTIVE COMPENSATION: 14,963 OTHER REPORTABLE COMPENSATION: 128 DEFERRED COMPENSATION: 9,860 NON-TAXABLE BENEFITS: 17,927 PAYMENTS REPORTED BY: LC BASE COMPENSATION: 41,531 INCENTIVE COMPENSATION: 3,978 OTHER REPORTABLE COMPENSATION: 34 DEFERRED COMPENSATION: 2,621 NON-TAXABLE BENEFITS: 4,765 BOWEN-BENITICH, BRIGITTE VP SURGICAL SERVICES LAHEY CLINIC HOSPITAL VP SURGICAL SERVICES LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 157,588 INCENTIVE COMPENSATION: 14,963 OTHER REPORTABLE COMPENSATION: 327 DEFERRED COMPENSATION: 12,077 NON-TAXABLE BENEFITS: 2,051 PAYMENTS REPORTED BY: LC BASE COMPENSATION: 41,890 INCENTIVE COMPENSATION: 3,978 OTHER REPORTABLE COMPENSATION: 87 DEFERRED COMPENSATION: 3,210 NON-TAXABLE BENEFITS: 545 WELLER-NEWCOMB, LINDA VICE PRESIDENT, CANCER SERVICES LAHEY CLINIC HOSPITAL, INC. PAYMENTS REPORTED BY LCH: BASE COMPENSATION: 219,558 INCENTIVE COMPENSATION: 76,251 OTHER REPORTABLE COMPENSATION: 121,534 DEFERRED COMPENSATION 80,600 NON-TAXABLE BENEFITS: 21,577 OTHER REPORTABLE COMPENSATION INCLUDES $43,651 OF CASHED-OUT PTO IN THE AMOUNT OF $43,651. AS NOTED ABOVE, MS. WELLER-NEWCOMB RETIRED FROM HER LONGSTANDING RELATIONSHIP WITH BETH ISRAEL LAHEY HEALTH AND PREVIOUSLY WITH THE LAHEY HEALTH SYSTEM EFFECTIVE DECEMBER 31, 2019. AT THAT TIME, SHE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH BEGAN IN JANUARY 2020. AS ALSO NOTED ABOVE AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS RETURN IS FOR THE CALENDAR YEAR 2019. DEFERRED COMPENSATION OF $75,000 INCLUDED IN THIS FILING FOR MS. WELLER-NEWCOMB INCLUDES SEVERANCE TO BE PAID AFTER DECEMBER 31, 2019. THIS AMOUNT WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN FUTURE FORMS 990 AS REQUIRED. GENDREAU M.D., MARK CHIEF MEDICAL OFFICER, BEVERLY HOSPITAL NORTHEAST HOSPITAL CORP PAYMENTS REPORTED BY LCH: BASE COMPENSATION: 329,984 INCENTIVE COMPENSATION: 65,841 OTHER REPORTABLE COMPENSATION: 12,235 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 34,370 PERRYMAN, KIMBERLY CHIEF NURSING OFFICER, BEVERLY HOSPITAL NORTHEAST HOSPITAL CORP PAYMENTS REPORTED BY LCH: BASE COMPENSATION: 302,699 INCENTIVE COMPENSATION: 88,353 OTHER REPORTABLE COMPENSATION: 1,337 DEFERRED COMPENSATION: 26,813 NON-TAXABLE BENEFITS: 33,381 SHAIKH PHD, NAIMUDDIN CHIEF PHYSICIST, DIAGNOSTIC RADIOLOGY LAHEY CLINIC HOSPITAL, INC. PAYMENTS REPORTED BY LCH: BASE COMPENSATION 212,135 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 86,662 DEFERRED COMPENSATION: 36,599 ALSHORA, M.D., SAMA RADIOLOGIST LAHEY CLINIC HOSPITAL PAYMENTS REPORTED BY LCH: BASE COMPENSATION: 298,881 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 734 DEFERRED COMPENSATION: 16,207 NON-TAXABLE BENEFITS: 23,877 O'CONNOR, TIMOTHY FINANCE INTEGRATION LEAD, BETH ISRAEL LAHEY HEALTH MR. O'CONNOR RETIRED FROM HIS POSITION AS BILH FINANCE INTEGRATION LEAD EFFECTIVE DECEMBER 31, 2019. ALTHOUGH THIS FILING IS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 AND MR. O'CONNOR SERVED IN THE POSITION ABOVE DURING THAT PERIOD, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. MR. O'CONNOR SERVED AS THE BILH FINANCE INTEGRATION LEAD BEGINNING MARCH 1, 2019. PRIOR TO THAT DATE, MR. O'CONNOR SERVED AS THE EXECUTIVE VICE PRESIDENT, TREASURER AND CHIEF FINANCIAL OFFICER OF LAHEY HEALTH SYSTEM, INC. (LHSI) WHICH INCLUDED POSITIONS SERVING AS THE CHIEF FINANCIAL OFFICER, TREASURER AND TRUSTEE (EX-OFFICIO) FOR THE LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION, LAHEY HEALTH SHARED SERVICES (LHSS) AND MORE THAN FIFTEEN OTHER ENTITIES WHICH MADE UP THE LAHEY HEALTH SYSTEM OF AFFILIATES. FOR THE CALENDAR YEAR 2019 AND PRIOR TO MARCH 1, 2019, MR. O'CONNOR WAS COMPENSATED BY LAHEY HEALTH SYSTEM, INC. (LHSI) FOR HIS SERVICES TO LHSI AND THE LAHEY NETWORK OF AFFILIATED ENTITIES. EFFECTIVE MARCH 1, 2019, MR. O'CONNOR WAS PAID BY LHSS FOR SERVICES RELATED TO HIS POSITION AS FINANCE INTEGRATION LEAD FOR BETH ISRAEL LAHEY HEALTH. AMOUNTS PAID TO MR. O'CONNOR BY LHSI AND LHSS HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS REPORTED BY LHSI: BASE COMPENSATION: 115,160 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,168 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 5,577 PAYMENTS REPORTED BY LHSS: BASE COMPENSATION: 525,801 INCENTIVE COMPENSATION: 316,540 OTHER REPORTABLE COMPENSATION: 1,070,221 DEFERRED COMPENSATION: 1,102,107 NON-TAXABLE BENEFITS: 27,880 OTHER REPORTABLE COMPENSATION FOR MR. O'CONNOR INCLUDES $1,027,164 RELATED TO A 457(F) PLAN. OF THIS AMOUNT, $787,164 REPRESENTS AMOUNTS CONTRIBUTED BY LHSI TO MR. O'CONNOR'S 457(F) ACCOUNT OVER SEVERAL PRIOR YEARS, PLUS ASSOCIATED INVESTMENT EARNINGS. OTHER REPORTABLE COMPENSATION FOR MR. O'CONNOR ALSO INCLUDES $161,538 OF PTO CASHED OUT UPON RETIREMENT AT DECEMBER 31, 2019. AS NOTED ABOVE, MR. O'CONNOR RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH BETH ISRAEL LAHEY HEALTH AND PREVIOUSLY WITH THE LAHEY HEALTH SYSTEM EFFECTIVE DECEMBER 31, 2019. AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH BEGAN IN JANUARY 2020. AS ALSO NOTED ABOVE AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS RETURN IS FOR THE CALENDAR YEAR 2019. DEFERRED COMPENSATION OF $1,068,373 INCLUDED IN THIS FILING FOR MR. O'CONNOR INCLUDES SEVERANCE TO BE PAID AFTER DECEMBER 31, 2019. THIS AMOUNT WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN FUTURE FORMS 990 AS REQUIRED. NESTO, M.D., RICHARD FORMER PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF MEDICAL OFFICER OF LAHEY HEALTH SYSTEM, INC. (LHSI) FORMER PRESIDENT AND TRUSTEE (EX-OFFICIO) LAHEY CLINC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER FORMER PRESIDENT AND TRUSTEE (EX-OFFICIO) LAHEY CLINC FOUNDATION FORMER TREASURER LAHEY CLINIC INC. DR. NESTO HELD THE POSITIONS ABOVE THROUGH MARCH 1, 2019 AND THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. CHIEF MEDICAL OFFICER, BETH ISRAEL LAHEY HEALTH TRUSTEE (EX-OFFICIO, CEO DESIGNATE) ANNA JAQUES HOSPITAL TRUSTEE (EX-OFFICIO) SEACOAST AFFILIATES GROUP PRACTICE TRUSTEE (EX-OFFICIO, CEO DESIGNATE) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO, CEO DESIGNATE) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HEALTHCARE MANAGEMENT, INC. DIRECTOR, WINCHESTER PHYSICIAN ASSOCIATES (THROUGH DECEMBER 31, 2019) DIRECTOR, CONCORD SPECIALISTS, LLC TRUSTEE AND PRESIDENT NORTHEAST PROFESSIONAL REGISTRY OF NURSES ALTHOUGH DR. NESTO SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. AS NOTED IN THIS FILING, PRIOR TO MARCH 1, 2019, DR. NESTO SERVED AS THE PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF MEDICAL OFFICER OF LAHEY HEALTH SYSTEM, INC. (LHSI) AND WAS COMPENSATED BY LHSI FOR HIS SERVICES TO LHSI AND THE LAHEY NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, DR NESTO COMMENCED HIS POSITION AS CHIEF MEDICAL OFFICER OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED IMMEDIATELY ABOVE. AMOUNTS PAID TO DR. NESTO BY LHSI AND BILH HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS MADE AND REPORTED BY LHSI: BASE COMPENSATION: 148,548 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 696,354 DEFERRED COMPENSATION: 51,031 NON-TAXABLE BENEFITS: 5,424 PAYMENTS REPORTED BY BILH: BASE COMPENSATION: 621,330 INCENTIVE COMPENSATION: 287,208 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 6,720 NON-TAXABLE BENEFITS: 77,562 OTHER REPORTABLE COMPENSATION FOR DR. NESTO INCLUDES $564,888 RELATED TO NON-QUALIFIED DEFERRED COMPENSATION PLANS. OF THIS AMOUNT, $448,584 REPRESENTS AMOUNTS CONTRIBUTED BY LHSI TO DR. NESTO'S 457(F) ACCOUNT OVER SEVERAL PRIOR YEARS, PLUS ASSOCIATED INVESTMENT EARNINGS. OTHER REPORTABLE COMPENSATION FOR DR. NESTO ALSO INCLUDES $114,231 OF PTO CASHED OUT UPON COMMENCING HIS POSITION AT BILH. SPACKMAN, J.D., DAVID G. FORMER SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK LAHEY HEALTH SYSTEM, INC. MR. SPACKMAN RETIRED AS LAHEY HEALTH SYSTEM, INC.'S SENIOR VICE PRESIDENT GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK ON MARCH 1, 2019. PRIOR TO THAT DATE, AND IN THIS ROLE, MR. SPACKMAN'S ROLE ALSO INCLUDED POSITIONS SERVING AS, AMONG OTHERS, TRUSTEE, SECRETARY AND GENERAL COUNSEL OF LAHEY HEALTH SHARED SERVICES, INC., CLERK AND GENERAL COUNSEL OF LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK OF NORTHEAST HOSPITAL CORPORATION AND WINCHESTER HOSPITAL. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS FOR THE CALENDAR YEAR 2019. PRIOR TO MARCH 1, 2019, MR. SPACKMAN SERVED IN THE POSITIONS NOTED ABOVE AND WAS COMPENSATED BY LAHEY HEALTH SYSTEM (LHS) FOR HIS SERVICES TO LHS AND THE LAHEY NETWORK OF AFFILIATES AND IN PREPARATION FOR THE CREATION OF BILH. UPON RETIREMENT EFFECTIVE MARCH 1, 2019, MR. SPACKMAN BECAME ELIGIBLE FOR SEVERANCE WHICH WAS PAID BY LAHEY HEALTH SHARED SERVICES (LHSS) AS NOTED FURTHER BELOW. PAYMENTS REPORTED BY: LHS BASE COMPENSATION: 53,012 INCENTIVE COMPENSATION: 30,000 OTHER REPORTABLE COMPENSATION: 659 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 2,028 PAYMENTS REPORTED BY: LHSS BASE COMPENSATION: 4,593 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 395,105 DEFERRED COMPENSATION: 227,298 NON-TAXABLE BENEFITS: 1,014 OTHER REPORTABLE COMPENSATION FOR MR. SPACKMAN INCLUDES TAXABLE SALARY CONTINUATION PAYMENTS IN THE AMOUNT OF $353,366, WHICH VESTED AT THE TIME OF MR. SPACKMAN'S RETIREMENT, AND PTO CASHED OUT UPON RETIREMENT IN THE AMOUNT OF $41,410. AS NOTED ABOVE, MR. SPACKMAN RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH BETH ISRAEL LAHEY HEALTH AND PREVIOUSLY WITH THE LAHEY HEALTH SYSTEM EFFECTIVE DECEMBER 31, 2019. AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH BEGAN IN JANUARY 2020. AS ALSO NOTED ABOVE AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS RETURN IS FOR THE CALENDAR YEAR 2019. DEFERRED COMPENSATION OF $224,857 INCLUDED IN THIS FILING FOR MR. SPACKMAN. LLOYD, PETER R. VICE PRESIDENT CORPORATE FINANCE AND FORMER ASSISTANT TREASURER LAHEY HEALTH SHARED SERVICES, INC. ASSISTANT TREASURER AND VICE PRESIDENT CORPORATE FINANCE NORTHEAST PROPRIETARY CORPORATION ASSISTANT TREASURER AND VICE PRESIDENT CORPORATE FINANCE NORTHEAST PROFESSIONAL REGISTRY OF NURSES PAYMENTS REPORTED BY: LHSS BASE COMPENSATION: 327,840 INCENTIVE COMPENSATION: 67,067 OTHER REPORTABLE COMPENSATION: 44,350 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 28,893 GRANT, M.D., J.D., HOWARD R. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SYSTEM, INC. DR. GRANT'S POSITION AS LAHEY HEALTH SYSTEM, INC.'S PRESIDENT, TRUSTEE AND CHIEF EXECUTIVE OFFICER AS WELL AS HIS OTHER POSITIONS AT THE LAHEY AFFILIATES NOTED BELOW, ENDED UPON HIS RETIREMENT EFFECTIVE SEPTEMBER 30, 2018. PRIOR TO THAT DATE, AND IN THE POSITION NOTED ABOVE, DR. GRANT'S ROLE ALSO INCLUDED POSITIONS SERVING AS, AMONG OTHERS, TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR LAHEY HEALTH SHARED SERVICES, INC., LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC , INC, LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER, NORTHEAST HOSPITAL CORPORATION AND WINCHESTER HOSPITAL. AS REQUIRED BY THIS FORM 990, THE COMPENSATION AND BENEFITS REPORTED BELOW ARE FOR THE CALENDAR YEAR 2019. PAYMENTS REPORTED BY LHSI: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 216,335 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 OTHER REPORTABLE COMPENSATION FOR DR. GRANT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $191,954. AS REQUIRED BY THE FORM 990, THESE AMOUNTS WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN THE LAHEY AFFILIATE TAX RETURNS COVERING THE FISCAL YEAR ENDING SEPTEMBER 30, 2020. MICHAEL ROSENBLATT FORMER FORMER CHIEF MEDICAL OFFICER LAHEY CLINIC HOSPITAL PAYMENTS REPORTED BY: LC BASE COMPENSATION: 477,663 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 112,877 DEFERRED COMPENSATION: 36,542 NON-TAXABLE BENEFITS: 32,892 OTHER REPORTABLE COMPENSATION FOR MR. ROSENBLATT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $99,211. DEVITA, NICOLE CHIEF OPERATING OFFICER, PERFORMANCE NETWORK BETH ISRAEL LAHEY HEALTH, INC. FORMER CHIEF OPERATING OFFICER, BH AND AGH NORTHEAST HOSPITAL CORPORATION FORMER SVP OPERATIONS LHMC LAHEY CLINIC HOSPITAL, INC. PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 88,148 INCENTIVE COMPENSATION: 26,071 OTHER REPORTABLE COMPENSATION: 72,796 DEFERRED COMPENSATION: 13,609 NON-TAXABLE BENEFITS: 3,076 PAYMENTS REPORTED BY: BILH BASE COMPENSATION: 280,588 INCENTIVE COMPENSATION: 95,938 OTHER REPORTABLE COMPENSATION: 9,414 DEFERRED COMPENSATION: 6,720 NON-TAXABLE BENEFITS: 9,074 OTHER REPORTABLE COMPENSATION FOR MS. DEVITA INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $30,652. GUARINO, RICHARD FORMER VICE PRESIDENT, HOSPITAL BASED CLINICIAN DEPARTMENTS LAHEY CLINIC HOSPITAL, INC. FORMER VICE PRESIDENT, HOSPITAL BASED CLINICIAN DEPARTMENTS LAHEY CLINIC, INC. CHIEF OPERATING OFFICER, MOUNT AUBURN HOSPITAL MR. GUARINO SERVED AS 'S POSITION AS VICE PRESIDENT,HOSPITAL BASED CLINICIAN DEPARTMENTS FOR LAHEY CLINIC HOSPITAL AND LAHEY CLINIC THROUGH JUNE 8, 2019 WHEN HE BECAME THE CHIEF OPERATING OFFICER AT MOUNT AUBURN HOSPITAL. PAYMENTS REPORTED BY: MAH BASE COMPENSATION: 183,479 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,438 DEFERRED COMPENSATION: 9,446 NON-TAXABLE BENEFITS: 14,314 PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 146,594 INCENTIVE COMPENSATION: 28,894 OTHER REPORTABLE COMPENSATION: 51,103 DEFERRED COMPENSATION: 28,659 NON-TAXABLE BENEFITS: 14,425 OTHER REPORTABLE COMPENSATION INCLUDES CASHED-OUT PTO IN THE AMOUNT OF $50,451 WHEN HE LEFT HIS POSITIONS AT LAHEY. ROBERTS M.D., PATRICIA FORMER DEPARTMENT CHAIR, SURGERY LAHEY CLINIC HOSPITAL, INC. FORMER DEPARTMENT CHAIR, SURGERY LAHEY CLINIC, INC. DR. ROBERTS RETIRED ON JANUARY 3, 2019. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 100,000 OTHER REPORTABLE COMPENSATION: 129,867 DEFERRED COMPENSATION: 16,660 NON-TAXABLE BENEFITS: 0 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. ROBERTS INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $97,416. OF THIS AMOUNT, $1,749 IS UNVESTED. A MDFA - SERIES 2019K 043431814 57584YTK5 2019-07-31 211922775 SEE PART VI 0 0 0 B MDFA - SERIES 2018J-1 J-2 043431814 57584YJW0 2018-06-13 479594374 SEE PART VI 0 0 0 C MDFA - SERIES 2016I 043431814 57584XMT5 2016-05-12 257611877 SEE PART VI 0 0 0 D MDFA - LAHEY SERIES F 042323457 NONEXXXXX 2015-10-21 262828878 RETIRE BONDS & CAP ACQUISITION 0 0 0 A 6810000 211922775 2931137 208991638 0 0 0 1 B 2641000 501349942 4594374 178003455 318752113 0 0 0 1 C 15035000 257618370 2515889 19006493 236095988 0 1 1 1 D 28000000 262952782 4857465 3129474 89917238 160202232 4846373 1 1 0 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 C 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 1 B 0 1 0 0 0 0 0 1 C 0 1 0 0 0 0 0 1 D 0 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 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 $21,755,568 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. 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. 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 ILL, COLUMN C AND 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 D, ENTITY 2: PART I, ROW D, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY PART II, COLUMNS D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW PART ILL, COLUMN C AND 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 B, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART III, COLUMN A, 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. A MDFA - SERIES 2015 H-1 043431814 57584XDH1 2015-09-02 203702204 SEE PART VI 0 0 0 B MDFA - LAHEY SERIES E 043431814 NONEXXXXX 2013-03-07 130000000 POWER PLANT & CAPITAL ACQUISITION 0 0 0 C MDFA - SERIES 2012G 043431814 NONEXXXXX 2012-07-11 49910000 REFUND ISSUE DATED 02/11/1998 0 0 0 D MDFA - SERIES 2011F-1 F-2 F-3 043431814 NONEXXXXX 2011-09-15 120280000 REFUND ISSUE DATED 02/11/1998 0 0 0 A 63880000 203702204 2348479 201353725 2015 1 1 1 1 B 90470000 130050301 500000 129550301 2015 0 0 1 1 C 49910000 368094 49541906 2012 1 0 1 1 D 102480000 120280000 290672 119989328 2011 1 0 1 1 A 0 1 1 1 0 0.00500 0.00400 0.00900 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 1 0 0 0 0 0 A 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 1 C 0 0 1 0 0 0 0 1 D 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 A MHEFA - WINCHESTER SERIES F 042456011 57586CDD4 2004-07-08 30340000 SERIAL BOND SERIES F - ADV REFUND 0 0 0 A 3900000 30340000 412448 29927552 2004 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 1 1 1 MORGAN STANLEY 20.000000000000 0 0 0 1 A 1 X 0 0 OTHER X 88 8892530 COST OR SELLING PRICE 0 0 1 0 PART I, COLUMN (B): LAHEY CLINIC HOSPITAL, INC. REPORTS EACH SEPARATE GIFT AS AN ITEM FOR PURPOSES OF REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) IS COMMITTED TO PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES AND EXPERIENCES FOR EVERY PATIENT, ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE DIVERSE COMMUNITIES SERVED. LHMC ACCOMPLISH THESE MISSIONS IN CONJUNCTION WITH THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES AS DESCRIBED FURTHER IN THIS FORM 990. FORM 990, PART III, LINE 1: LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) IS COMMITTED TO PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES AND EXPERIENCES FOR EVERY PATIENT, ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE DIVERSE COMMUNITIES SERVED. LHMC ACCOMPLISH THESE MISSIONS IN CONJUNCTION WITH THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES AS DESCRIBED FURTHER IN THIS FORM 990. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) 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 (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH) AND THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN). THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC). THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. 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. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: OUTPATIENT SERVICES LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) OPERATES TWO CAMPUSES, ONE IN BURLINGTON AND A SECOND IN PEABODY. LHMC BURLINGTON, IS A TERTIARY CARE FACILITY AND ACADEMIC MEDICAL CENTER. LHMC, PEABODY, IS A FULL-SERVICE, COMMUNITY-BASED HOSPITAL AND MEDICAL CENTER. LHMC RECOGNIZES THE INCREASING DEMAND FOR EFFICIENT, HIGH-QUALITY, RESPONSIVE HEALTH CARE SERVICES IN THE COMMUNITY. LHMC PROUDLY ADDRESSES THIS NEED BY PROVIDING TOP-QUALITY, SUPERIOR PATIENT CARE THROUGH A WIDE RANGE OF OUTPATIENT SERVICES, INCLUDING ONCOLOGY, RADIOLOGY, PULMONOLOGY, CARDIOLOGY AND UROLOGY AS WELL AS REHABILITATION AND RECOVERY SERVICES. AT BOTH FACILITIES, HEALTH CARE PROVIDERS AND OTHER CLINICAL STAFF WORK TOGETHER IN A COORDINATED, MULTIDISCIPLINARY APPROACH TO PROVIDE PATIENTS WITH INTEGRATED, COMPREHENSIVE CARE AND THE MOST ADVANCED TREATMENTS TO ACHIEVE THE BEST POSSIBLE OUTCOMES. HOSPITAL ACTIVITIES ARE SUPPORTED BY A VARIETY OF DIAGNOSTIC SERVICES. PROGRAMS AVAILABLE IN DIAGNOSTIC RADIOLOGY INCLUDE MAGNETIC RESONANCE IMAGING (MRI), MAGNETIC RESONANCE ANGIOGRAPHY, FUNCTIONAL MAGNETIC RESONANCE IMAGING, COMPUTERIZED AXIAL TOMOGRAPHY (CAT) AND COMPUTERIZED TOMOGRAPHY ANGIOGRAPHY AND POSITRON EMISSION TOMOGRAPHY (PET-CT), IN ADDITION TO A NUCLEAR MEDICINE PROGRAM. THE HOSPITAL'S BURLINGTON LOCATION ALSO HAS A DEDICATED INTERVENTIONAL NEURORADIOLOGY SERVICE. OVER 80,000 PATIENTS ARE TREATED ANNUALLY ACROSS THESE DIAGNOSTIC SERVICES. RADIATION ONCOLOGY PROVIDES COMPREHENSIVE TREATMENT FOR PATIENTS WITH CANCER THROUGH THE USE OF THREE LINEAR ACCELERATORS AND SOPHISTICATED COMPUTER EQUIPMENT FOR TREATMENT PLANNING, WHICH INCLUDES CAT SIMULATORS. THE BURLINGTON CAMPUS ALSO OFFERS A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES, INCLUDING A CARDIAC CATHETERIZATION LABORATORY AND TWO ELECTROPHYSIOLOGY LABORATORIES. OTHER SERVICES INCLUDE A FULLY ACCREDITED MAMMOGRAPHY SERVICE, MAGNETIC RESONANCE MAMMOGRAPHY AND ULTRASOUND SERVICES UTILIZED BY A RANGE OF MEDICAL AND SURGICAL SUBSPECIALTIES. DURING THE PERIOD COVERED BY THIS FILING, LHMC IN BURLINGTON PERFORMED APPROXIMATELY 5,400 OUTPATIENT SURGICAL CASES WHILE THE PEABODY FACILITY PERFORMED 5,200 OUTPATIENT SURGERIES. THESE CASE COUNTS WERE LOWER THAN USUAL BY APPROXIMATELY 30% AS DURING THE PERIOD COVERED BY THIS FILING BOTH FACILITIES WERE IMPACTED BY COVID, AND ELECTIVE SERVICES WERE SHUT DOWN FOR PERIODS OF TIME. COMBINED, THE FACILITIES PROVIDED CARE TO 1.1 MILLION OUTPATIENTS DURING THE PERIOD COVERED BY THE FILING. DURING THE COVID PANDEMIC SURGE FROM MARCH 2020 TO JULY 2020, OVER 40% OF OUTPATIENT OFFICE VISITS WERE CONDUCTED OVER A TELE-MEDICINE PLATFORM. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: INPATIENT SERVICES LHMC'S BURLINGTON CAMPUS PROVIDES HIGH QUALITY INPATIENT CARE IN THE AREAS OF GENERAL MEDICINE, CRITICAL CARE AND SURGERY. THE BURLINGTON CAMPUS HAS 335 LICENSED BEDS, INCLUDING 283 MEDICAL/SURGICAL BEDS, 44 INTENSIVE CARE BEDS, AND 8 CORONARY CARE BEDS. MEDICAL/SURGICAL PATIENT ACCOMMODATIONS ARE ALL SINGLE-BED ROOMS LOCATED IN NINE INPATIENT UNITS. CRITICALLY ILL PATIENTS ARE CARED FOR EITHER IN THE MEDICAL INTENSIVE CARE UNIT, THE CARDIAC INTENSIVE CARE UNIT OR THE SURGICAL INTENSIVE CARE UNIT. IN ADDITION, THE PEABODY FACILITY HAS 10 INPATIENT LICENSED MEDICAL/SURGICAL BEDS. DURING COVID, ADDITIONAL INPATIENT SURGE SPACE WAS CREATED TO ALLOW FOR INPATIENT CENSUS HIGHER THAN THE 345 LICENSED BEDS OVER THE TWO CAMPUSES. COMBINED THE TWO CAMPUSES CARED FOR OVER 21,000 INPATIENTS WHOSE TOTAL LENGTH OF STAY WAS 116,000 PATIENT DAYS. THERE ARE 22 OPERATING SUITES ON THE BURLINGTON CAMPUS AND THE PEABODY CAMPUS HAS FIVE OPERATING SUITES. THE SURGICAL STAFF SPECIALIZES IN AREAS SUCH AS LIVER AND KIDNEY TRANSPLANTS, MAJOR SURGERY OF THE DIGESTIVE ORGANS, CARDIAC AND PULMONARY SYSTEMS, TOTAL JOINT REPLACEMENTS, COLON AND RECTAL SURGERY, MINIMALLY INVASIVE SURGICAL TECHNIQUES INCLUDING ROBOTIC SURGERY, AND UROLOGIC, NEUROSURGICAL AND LASER PROCEDURES, AMONG OTHERS.. DURING THE PERIOD COVERED BY THIS FILING THE 27 COMBINED OPERATING ROOMS PERFORMED NEARLY 17,000 INPATIENT AND AMBULATORY SURGERIES. THE LIVER TRANSPLANTATION TEAM AT LHMC BURLINGTON WAS THE FIRST IN NEW ENGLAND TO PERFORM ADULT LIVING-DONOR TRANSPLANT PROCEDURES. TODAY, SURGEONS USE ADVANCED TECHNOLOGY TO PERFORM MINIMALLY INVASIVE SURGERY TO REDUCE RECOVERY TIME FOR TRANSPLANT AND OTHER PROCEDURES. LHMC BURLINGTON ALSO HAS ONE OF THE LARGEST CARDIOVASCULAR TREATMENT CENTERS IN THE REGION, PROVIDING EXPERTISE IN ADVANCED CARDIOLOGY SERVICES SUCH AS ANGIOPLASTY AND ELECTROPHYSIOLOGY. LHMC'S CEREBROVASCULAR DISEASE CENTER IS ALSO AMONG THE MOST ADVANCED IN THE REGION FOR THE TREATMENT OF STROKES AND BRAIN ANEURYSMS. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: EMERGENCY SERVICES LHMC INCLUDES 24-HOUR EMERGENCY DEPARTMENTS IN BOTH BURLINGTON AND PEABODY. THE CARE TEAM INCLUDES FULL-TIME, BOARD-CERTIFIED EMERGENCY PHYSICIANS AND NURSES WITH EXTENSIVE TRAINING IN EMERGENCY MEDICINE. AS A TEACHING HOSPITAL, LHMC ALSO TRAINS FUTURE LEADERS IN EMERGENCY MEDICINE TO DELIVER THE BEST POSSIBLE CARE TO PATIENTS. LHMC IN BURLINGTON IS THE ONLY LEVEL I TRAUMA CENTER NORTH OF BOSTON, WITH SPECIALLY TRAINED CLINICIANS AND FACILITIES READY TO PROVIDE TIME-SENSITIVE, CRITICAL CARE FOR HUNDREDS OF THOUSANDS OF PEOPLE IN OUR REGION. LHMC HAS A STATE-OF-THE-ART EMERGENCY DEPARTMENT IN BURLINGTON, OFFERING ADVANCED EMERGENCY CARE IN A FACILITY BUILT SPECIFICALLY TO MEET THE NEEDS OF THE COMMUNITIES SERVED BY THE HOSPITAL. THE RELATIVELY NEW EXPANDED FACILITY IS THE RESULT OF EXTENSIVE RESEARCH AND PLANNING AND FEATURES 36 PRIVATE PATIENT ROOMS, AN ADVANCED IMAGING SUITE FOR CT SCANS AND X-RAYS, FOUR TRAUMA BAYS, AND THREE PRIVATE EXAM ROOMS FOR PATIENTS IN NEED OF BEHAVIORAL HEALTH SERVICES AS WELL AS ENHANCED INFECTION AND DECONTAMINATION AREAS AND A FAST TRACK TRIAGE AREA THAT PROVIDES IMPROVED ACCESS TO CARE AND LESS TIME SPENT IN THE WAITING ROOM. IN ADDITION, THE HOSPITAL'S PEABODY LOCATION ALSO INCLUDES AN EMERGENCY DEPARTMENT. THE FACILITY IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, AND IS STAFFED BY SPECIALTY-TRAINED EMERGENCY MEDICINE PERSONNEL. FOR THE PERIOD COVERED BY THIS FILING, LHMC SAW MORE THAN 59,000 EMERGENCY ROOM VISITS. FORM 990, LINE 4D, OTHER PROGRAM SERVICES OTHER ACCOMPLISHMENTS: LHMC IS A TEACHING HOSPITAL OF THE TUFTS UNIVERSITY SCHOOL OF MEDICINE AND SPONSORS AND PARTICIPATES IN RESIDENCY PROGRAMS FOR MORE THAN 15 MEDICAL SPECIALTIES. AS A RESEARCH CENTER, LHMC IS INVOLVED IN MORE THAN MORE THAN 200 CLINICAL TRIAL PROTOCOLS AND PARTICIPATES IN NUMEROUS NATIONAL AND INTERNATIONAL STUDIES. ADDITIONAL DETAIL ON THE EDUCATIONAL AND RESEARCH MISSIONS OF LHMC IS INCLUDED IN THE NARRATIVE SUPPORT TO THIS FORM 990 SCHEDULE H. THROUGH THE HOSPITAL'S COMMUNITY BENEFITS PROGRAM, THE ORGANIZATION CONTRIBUTES SIGNIFICANTLY TO THE SURROUNDING AREAS TO IMPROVE COMMUNITY HEALTH AND ACCESS TO HEALTH CARE. THIS INCLUDES DEVELOPING AND FUNDING INNOVATIVE COMMUNITY-BASED PROGRAMS DESIGNED TO IMPROVE COMMUNITY HEALTH AND WELL-BEING. ADDITIONAL DETAIL IS INCLUDED IN THIS FORM 990 SCHEDULE H. BILH'S COVID-19 RESPONSE IN FY 2020: BETH ISRAEL LAHEY HEALTH ("BILH") QUICKLY AND EFFECTIVELY MARSHALLED ITS RESOURCES TO MOUNT A COMPREHENSIVE RESPONSE TO THE COVID-19 PANDEMIC. SINCE THE START OF THE PANDEMIC (THROUGH JUNE OF 2021), BILH HAS TREATED OVER 8,500 HOSPITALIZED PATIENTS WITH COVID-19 AND PERFORMED MORE THAN 700,000 COVID-19 DIAGNOSTIC TESTS. HIGHLIGHTS OF THE SYSTEM'S PANDEMIC RESPONSE IN FY 2020 INCLUDE: BILH QUICKLY ESTABLISHED AN EMERGENCY OPERATIONS CENTER ("EOC") TO ALIGN SYSTEM EFFORTS ACROSS ITS HOSPITALS AND OTHER BUSINESS UNITS AND WITH EXTERNAL ENTITIES, INCLUDING THE STATE GOVERNMENT. THE EOC HELD REGULAR MEETINGS WITH INCIDENT COMMANDERS, EMERGENCY MANAGERS, AND SENIOR LEADERS FROM BILH HOSPITALS, PRIMARY CARE, AND OTHER SYSTEM ENTITIES TO COORDINATE PLANS, POLICIES, AND COMMUNICATIONS. IT PARTICIPATED IN WEEKLY CONFERENCE OF BOSTON TEACHING HOSPITALS ("COBTH") CALLS AND MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH COMMAND CENTER CALLS. A KEY ROLE OF THE EOC INVOLVED MANAGING THE FLOW OF INTERNAL AND EXTERNAL INFORMATION TO ENSURE SITUATIONAL AWARENESS AND ALIGNMENT OF RESPONSES TO THE PANDEMIC. FINALLY, THE EOC WORKED WITH INTERNAL AND EXTERNAL PARTNERS TO CENTRALIZE COVID-19 RELATED DATA COLLECTION AND REPORTING FOR THE SYSTEM, COMMONWEALTH, AND FEDERAL GOVERNMENT. IN MARCH 2020, BETH ISRAEL DEACONESS MEDICAL CENTER ("BIDMC") BECAME ONE OF THE FIRST HOSPITAL LABORATORIES IN THE STATE TO BEGIN IN-HOUSE HIGH-THROUGHPUT POLYMERASE CHAIN REACTION ("PCR") COVID-19 TESTING FOR PATIENTS AND HEALTHCARE WORKERS. BIDMC'S LABORATORY PROVIDED THIS TEST TO BILH HOSPITALS AND OTHER COMMUNITY PARTNERS, SUCH AS HEALTH CENTERS AND CORRECTIONS FACILITIES, AT A TIME OF CRITICAL SUPPLY SHORTAGE. THROUGHOUT THE PANDEMIC, BILH WORKED TOWARD ADDITIONAL IN-HOUSE TESTING CAPABILITIES, INCLUDING HIGH-THROUGHPUT THERMO FISHER INSTRUMENTS AT LAHEY HOSPITAL & MEDICAL CENTER ("LHMC"). THE SYSTEM OPERATIONALIZED MULTIPLE DRIVE-THROUGH COVID-19 TESTING SITES TO ENABLE EASY ACCESS FOR PATIENTS AND STAFF. IN THE SUMMER OF 2020, TO EXPAND HOSPITAL AND CLINIC-BASED COVID-19 TESTING SITES, BILH OPENED AN ADDITIONAL HIGH-CAPACITY DRIVE-THROUGH TESTING SITE IN WOBURN. TO ENSURE CONTINUED ACCESS TO CARE FOR ITS PATIENTS, BILH PRIMARY CARE RAPIDLY DEPLOYED A TELEHEALTH STRATEGY, QUICKLY TRANSITIONED TO COHORT CLINICS TO CARE FOR SICK PATIENTS, AND SUCCESSFULLY MANAGED A PHASED REOPENING BY JULY 2020. BILH ESTABLISHED A TEMPORARY COMMUNITY CRISIS STABILIZATION UNIT AT NEW ENGLAND BAPTIST HOSPITAL TO MANAGE BEHAVIORAL HEALTH PATIENT VOLUME DURING THE PANDEMIC. BILH ESTABLISHED A DAILY HUDDLE CONSISTING OF BILH ED AND BEHAVIORAL HEALTH LEADERS TO DETERMINE APPROPRIATE PATIENT TRANSFERS TO THE UNIT. BILH'S VIRTUAL TRANSFER CENTER WAS FORMED IN SEPTEMBER 2019 TO OPTIMIZE SYSTEM-WIDE BED CAPACITY USING REAL-TIME INFORMATION EXCHANGE AMONG THE THREE EXISTING TRANSFER CENTERS AT BIDMC, LHMC AND MOUNT AUBURN HOSPITAL ("MAH"). THE TRANSFER TEAM PERSONNEL AT THESE CENTERS WORK TOGETHER AS A SINGLE "VIRTUAL" CENTER TO ACCOMMODATE INCOMING TRANSFER REQUESTS BY MAKING ALL BEDS AVAILABLE IN THE SYSTEM BASED ON FACILITY CAPACITY AND LEVEL OF CARE REQUIRED. THE TRANSFER CENTER ENHANCED PATIENT QUALITY, SAFETY, AND ACCESS BY LOAD BALANCING COVID PATIENTS ACROSS ALL OF ITS HOSPITALS SO THAT THESE PATIENTS RECEIVED TIMELY ACCESS TO THE TYPE OF BED AND LEVEL OF CARE NEEDED. BILH COLLABORATED WITH EXTERNAL ENTITIES TO STAND UP A 1,000-BED FIELD HOSPITAL, THE BOSTON HOPE HOSPITAL, AND OPEN AND STAFF A COVID HOTEL FOR UNDERSERVED COMMUNITIES. BILH LAUNCHED A WEBSITE TITLED THE CORONAVIRUS RESOURCE CENTER TO PROVIDE ITS PATIENT COMMUNITY WITH UP-TO-DATE INFORMATION REGARDING THE SYSTEM'S RESPONSE TO THE PANDEMIC, AVAILABLE RESOURCES SUCH AS TESTING SITES, AND INNOVATION EFFORTS UNDERWAY THROUGHOUT BILH (E.G., VAPORIZED HYDROGEN PEROXIDE STERILIZATION FOR N95 RESPIRATORS). BILH LAUNCHED AN INTERNAL WEBSITE WITH RESOURCES FOR ITS STAFF AS WELL. BILH CREATED SYSTEM-WIDE GUIDELINES FOR INFECTION PREVENTION ACROSS MANY DOMAINS, INCLUDING PATIENT AND VISITOR SCREENING AND THE RECONFIGURATION OF AMBULATORY CLINIC SPACES TO ALLOW FOR RECOMMENDED PHYSICAL DISTANCING. BILH'S HUMAN RESOURCES TEAM DEVELOPED AND PROVIDED SYSTEM-WIDE PROGRAMS, POLICIES, AND TOOLS TO ENSURE ITS HOSPITALS WERE ABLE TO SUPPORT THE PHYSICAL AND EMOTIONAL WELL-BEING OF ITS STAFF WHILE DELIVERING SAFE, EFFECTIVE CARE TO ITS PATIENTS. EXAMPLES OF THESE RESOURCES INCLUDE AN ENHANCED SUPPLEMENTAL LEAVE POLICY; AN EASY-TO-USE, AUTOMATED EMPLOYEE COVID-19 SYMPTOM ATTESTATION TOOL; AN ONLINE, COGNITIVE BEHAVIORAL TREATMENT PROGRAM FOR MANAGING ANXIETY; AND TELECOMMUTING GUIDELINES. IN LATE MARCH 2020 BILH CREATED HOUSING FOR QUARANTINE OF STAFF EXPOSED TO COVID-19. HOUSING WAS SET UP AT A LOCAL UNIVERSITY AND HOTELS COVERING THE NETWORK'S SERVICE AREA. APPROXIMATELY 300 STAFF MEMBERS TOOK ADVANTAGE OF THE HOUSING FROM MARCH TO JULY 2020. IN ADDITION TO HOUSING, FOOD AND SUPPLY DELIVERY SERVICES WERE CREATED TO MINIMIZE PUBLIC CONTACT. BILH COLLABORATED REGULARLY WITH COMMUNITY HEALTH CENTER ("CHC") AFFILIATES ON COVID-RELATED CARE, TESTING, PERSONAL PROTECTIVE EQUIPMENT ("PPE"), AND PATIENT OUTREACH. BILH SHARED REAL-TIME ACCESS TO BILH COVID-19-RELATED OPERATIONAL POLICIES, PROCESSES, AND GUIDELINES IN ADDITION TO TRANSLATED PATIENT HANDOUTS, FLYERS, AND SOCIAL MEDIA GRAPHICS AROUND THE "STOP THE SPREAD" CAMPAIGN. AS HEALTH CENTERS WORKED TO ESTABLISH STABLE SUPPLY CHAINS OF PPE, BILH DONATED GLOVES, N95S, ISOLATION GOWNS, DISINFECTANT WIPES, EYE PROTECTION, HAND SANITIZER, AND SURGICAL MASKS. BILH DEPLOYED STAFF AT COMMUNITY TESTING SITES SUCH AS AT THE DIMOCK CENTER. CHC STAFF WERE INCLUDED IN THE AFOREMENTIONED BILH-FUNDED TEMPORARY HOUSING PROGRAM FOR STAFF. BILH ALSO SUPPORTED SAFETY NET AFFILIATE HOSPITALS WITH REAL-TIME BILH COVID-19 PROTOCOLS AND POLICIES, MED/SURG AND ICU BED LOAD-BALANCING EFFORTS, ICU STAFFING, AND PPE NEEDS. IN FY 2021, BILH CONTINUED TO PLAY A SIGNIFICANT ROLE IN THE COMMONWEALTH'S RESPONSE TO THIS UNPRECEDENTED PUBLIC HEALTH CRISIS, MOST NOTABLY THROUGH ITS PATIENT VACCINATION EFFORTS. BILH WILL PROVIDE DETAIL ON THESE EFFORTS IN ITS FY 2021 TAX RETURN FILING. FORM 990, PART IV, LINE 12: 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 2020 AND 2019, RESPECTIVELY. FORM 990, PART IV, LINE 24A: STATEMENT REGARDING TAX EXEMPT BOND ISSUE 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 AND SERVED AS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF THE LAHEY CLINIC FOUNDATION, WHICH IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC HOSPITAL, INC. DURING THIS SAME PERIOD, LAHEY CLINIC HOSPITAL, INC. WAS A MEMBER OF THE BILH OBLIGATED GROUP AND ITS TAX EXEMPT BOND FINANCING WAS ISSUED THROUGH BILH OR THROUGH A PREVIOUS OBLIGATED GROUP WHICH IS NOW A PART 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, ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON LAHEY CLINIC HOSPITAL, INC.'S BALANCE SHEET. FORM 990, PART IV, LINE 24B: AS REPORTED ON THE FORM 990 SCHEDULE K, THE LAHEY HEALTH SYSTEM INC. SERIES F BONDS WHICH WERE ISSUED IN 2015 ARE NOW PART OF THE BETH ISRAEL LAHEY HEALTH 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. FORM 990, PART V, QUESTION 7G: LAHEY CLINIC HOSPITAL, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. FORM 990, PART V, QUESTION 7H: LAHEY CLINIC HOSPITAL, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. FORM 990, PART IV, LINE 11F: EACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) 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 RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2020. 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 6 EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF LAHEY CLINIC FOUNDATION, THE MEMBER OF LAHEY CLINIC HOSPITAL, INC. FORM 990, PART VI, SECTION A, LINE 7A LAHEY CLINIC HOSPITAL, INC. 04-2704686 LAHEY CLINIC HOSPITAL, INC.'S GOVERNING BODY IS COMPRISED OF THE SAME INDIVIDUALS SERVING ON THE MEMBER'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER OF LAHEY CLINIC HOSPITAL, INC. HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN LAHEY CLINIC HOSPITAL, INC.'S BYLAWS: SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO THE BOARD OF TRUSTEES OF THE CORPORATION ("BOARD") IN THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE THESE BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. FOR THE PERIOD ENDING ON THE THIRD ANNIVERSARY OF THE DATE THE SYSTEM MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE MEMBER, THE SYSTEM MEMBER'S AUTHORITY TO CHANGE THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES IS SUBJECT TO THE REQUIREMENT THAT IT OBTAIN THE UNANIMOUS CONSENT OF THE CORPORATION'S DESIGNATED TRUSTEES (AS DEFINED IN THE BYLAWS OF THE MEMBER) AND THE APPROVAL OF THE SYSTEM MEMBER'S BOARD OF TRUSTEES. NOTWITHSTANDING ANYTHING TO THE CONTRARY HEREIN, THE POWERS OF THE MEMBER SHALL BE SUBJECT TO PROVISIONS BELOW: "THE POWER OF THE MEMBER TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE MEMBER ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE SYSTEM MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE SYSTEM MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE MEMBER; AND (Z) OTHER THAN STATUTORY POWERS, THE [MEMBER] SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE MEMBER BY ACTION OF THE SYSTEM MEMBER'S BOARD." ANY ACTION TO BE TAKEN BY THE MEMBER OR THE SYSTEM MEMBER SHALL BE DEEMED DULY AUTHORIZED WHEN TAKEN, WITH RESPECT TO THE MEMBER, BY THE BOARD OF TRUSTEES OF THE MEMBER OR ITS DULY AUTHORIZED REPRESENTATIVE, AND WITH RESPECT TO THE SYSTEM MEMBER, BY THE SYSTEM MEMBER'S BOARD OR ITS DULY AUTHORIZED REPRESENTATIVE. ANY SUCH ACTIONS MAY BE TAKEN WITHOUT A MEETING IF CONFIRMED THROUGH A DULY AUTHORIZED WRITTEN COMMUNICATION BY THE RESPECTIVE BOARD OR ITS REPRESENTATIVE FILED WITH THE CLERK OF THE CORPORATION. IN EXERCISING ITS POWERS WITH RESPECT TO THE CORPORATION, THE MEMBER MAY CONSIDER THE RECOMMENDATIONS OF THE BOARD OF GOVERNORS OF LAHEY CLINIC, INC. THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER CORPORATIONS; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER THESE BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) OF THE PRECEDING SENTENCE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER SET FORTH IN SECTION 2.2. THE POWERS OF THE BOARD IN CLAUSE (C) AND (D) OF THE FIRST SENTENCE OF THIS PARAGRAPH SHALL BE INDEPENDENT OF THE MEMBER AND NOT SUBJECT TO THE RESERVED POWERS OF THE MEMBER SET FORTH ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF THE MEMBER'S BOARD. 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 THE LAHEY CLINIC FOUNDATION (LCF), WHICH IS IN TURN, THE SOLE MEMBER OF LAHEY CLINIC HOSPITAL, INC. LAHEY HEALTH SHARED SERVICES (LHSS) IS A SISTER ENTITY TO LCF. 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, LCF, LHSS AND LCH 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, LCH'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP. FORM 990, PART VI, SECTION B, LINE 12C LAHEY CLINIC HOSPITAL, INC. 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 LAHEY CLINIC HOSPITAL, INC.'S 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 LAHEY CLINIC HOSPITAL, INC. IS PROVIDED TO THE LAHEY CLINIC HOSPITAL, INC.'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 LAHEY CLINIC HOSPITAL, INC. 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 LAHEY CLINIC HOSPITAL, INC. BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR LAHEY CLINIC HOSPITAL, INC. 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 AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL, INC.IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC HOSPITAL, INC.'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 LAHEY CLINIC HOSPITAL, INC.'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 LAHEY CLINIC HOSPITAL, INC.'S EMPLOYEES MAY HAVE RECEIVED COMPENSATION FROM ANOTHER ENTITY WITHIN THE LAHEY HEALTH SYSTEM NETWORK OF AFFILIATES. ON BEHALF OF ALL MEMBERS OF LAHEY HEALTH SYSTEM, INC. (LHS), LHS MAINTAINED A PROCESS WHICH CONTAINED THE SAME PROCEDURES AS NOTED ABOVE FOR BILH AND EACH OF THOSE INDEPENDENT COMPENSATION COMMITTEES MAINTAINED 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, AND THE COMPENSATION OF THE CHIEF EXECUTIVE FOR EACH ENTITY WAS SENT TO THE APPLICABLE BOARD FOR APPROVAL AFTER DELIBERATIONS BY THE ENTITY'S COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 BETH ISRAEL DEACONESS MEDICAL CENTER'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 IX, LINE 24E MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 14,063,700. MANAGEMENT AND GENERAL EXPENSES 3,637,622. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,701,322. HEALTH SAFETY NET ASSESSMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,828,604. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,828,604. PROSTHESIS: PROGRAM SERVICE EXPENSES 15,566,125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,566,125. MED SURG SUPPLIES NON CHARGE: PROGRAM SERVICE EXPENSES 11,689,637. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,689,637. CHEMICALS & REAGENTS: PROGRAM SERVICE EXPENSES 9,284,077. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,284,077. PHYSICIAN PART A & T: PROGRAM SERVICE EXPENSES 8,834,284. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,834,284. PROSTHESIS HEART VALVES: PROGRAM SERVICE EXPENSES 6,614,903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,614,903. OTHER: PROGRAM SERVICE EXPENSES 3,847,699. MANAGEMENT AND GENERAL EXPENSES 2,720,535. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,568,234. LEASES EQUIPMENT: PROGRAM SERVICE EXPENSES 4,379,267. MANAGEMENT AND GENERAL EXPENSES 1,132,712. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,511,979. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,024,342. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,024,342. PROSTHESIS BONE IMPLANTS: PROGRAM SERVICE EXPENSES 4,655,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,655,787. PROSTHESIS JOINT IMPLANTS: PROGRAM SERVICE EXPENSES 3,866,510. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,866,510. ENDOSCOPIC SUPPLIES: PROGRAM SERVICE EXPENSES 3,782,609. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,782,609. BLOOD: PROGRAM SERVICE EXPENSES 3,578,764. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,578,764. MAINTENANCE REPAIRS: PROGRAM SERVICE EXPENSES 2,830,984. MANAGEMENT AND GENERAL EXPENSES 732,243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,563,227. DUES: PROGRAM SERVICE EXPENSES 2,609,471. MANAGEMENT AND GENERAL EXPENSES 674,948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,284,419. FOOD MEAT FISH & POULTRY: PROGRAM SERVICE EXPENSES 2,392,125. MANAGEMENT AND GENERAL EXPENSES 618,731. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,010,856. LAUNDRY & LINEN: PROGRAM SERVICE EXPENSES 2,029,842. MANAGEMENT AND GENERAL EXPENSES 525,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,554,867. RADIOACTIVE MATERIALS: PROGRAM SERVICE EXPENSES 2,518,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,518,083. MEAL SERVICES: PROGRAM SERVICE EXPENSES 1,344,009. MANAGEMENT AND GENERAL EXPENSES 347,632. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,691,641. PROSTHESIS STENTS: PROGRAM SERVICE EXPENSES 1,690,331. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,690,331. SUTURES & STAPLE DEVICES: PROGRAM SERVICE EXPENSES 1,576,752. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,576,752. MOVING & FREIGHT: PROGRAM SERVICE EXPENSES 1,186,256. MANAGEMENT AND GENERAL EXPENSES 306,829. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,493,085. LCPN FEES: PROGRAM SERVICE EXPENSES 1,112,650. MANAGEMENT AND GENERAL EXPENSES 287,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,400,440. INSURANCE OTHER: PROGRAM SERVICE EXPENSES 908,759. MANAGEMENT AND GENERAL EXPENSES 235,054. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,143,813. INSTRUMENTS & MINOR MEDICAL: PROGRAM SERVICE EXPENSES 898,848. MANAGEMENT AND GENERAL EXPENSES 232,490. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,131,338. INTRAVENOUS SOLUTIONS: PROGRAM SERVICE EXPENSES 1,091,762. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,091,762. RADIOLOGY CONTRAST: PROGRAM SERVICE EXPENSES 1,011,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,011,584. LABORATORY SUPPLIES: PROGRAM SERVICE EXPENSES 985,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 985,346. MAINTENANCE SUPPLIES: PROGRAM SERVICE EXPENSES 652,420. MANAGEMENT AND GENERAL EXPENSES 168,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 821,170. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS -114,282,311. PENSION EXPENSE DB 781,094. GAIN (LOSS) ON UNRESTRICTED FUND -227,341. NET ASSET RELEASED FROM RESTRICTED USED FOR OPERATION 4,483,362. CAPITAL GAINS 382,784. FORM 990, PART XII, LINE 2C: ON MARCH 1, 2019, 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, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE LAHEY CLINIC HOSPITAL, INC. 04-2704686 WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND ITS AFFILIATES. ADDISON GILBERT SOCIETY INC 41 MALL ROAD BURLINGTON MA 01805 464371382 SUPPORT MA 501(C)(3) 7 LAHEY HEALTH SHARED SERVICES INC 1 ANNA JAQUES HOSPITAL 25 HIGHLAND AVENUE NEWBURYPORT MA 01950 042104338 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 ASSOC PHYS HARVARD MED FAC PHY AT BIDMC 375 LONGWOOD AVENUE BOSTON MA 02215 320058309 TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) 12A, I 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 1 BETH ISRAEL ANAESTHESIA FOUNDATION INC 330 BROOKLINE AVENUE BOSTON MA 02215 042997215 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL COMMUNITY FOUNDATION INC 330 BROOKLINE AVENUE BOSTON MA 02215 042776678 INACTIVE CORPORATION MA 501(C)(3) 7 N/A 1 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, HFMP AND HMS MA 501(C)(3) 12A, I 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, HFMP AND HMS MA 501(C)(3) 12A, I 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, HFMP AND HMS MA 501(C)(3) 12A, I 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, HFMP AND HMS MA 501(C)(3) 12A, I 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, HFMP AND HMS MA 501(C)(3) 12A, I 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, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL DEACONESS HOSPITAL MILTON INC 199 REEDSDALE RD MILTON MA 02186 042103604 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC 148 CHESTNUT 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 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 1 BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP 300 LONGWOOD AVENUE BOSTON MA 02215 043200113 SUPPORT MA 501(C)(3) 12A, I N/A 0 BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC 330 BROOKLINE AVENUE BOSTON MA 02215 042794855 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 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 0 BID PHYSICIAN ORGANIZATION LLC DBA BID CARE ORGANIZATION LLC 247 STATION DRIVE WESTWOOD MA 02186 043426253 PROMOTE HEALTHCARE MA 501(C)(3) 12A, I BETH ISRAEL DEACONESS HOSPITAL - MILTON 1 BETH ISRAEL DERMATOLOGY FOUNDATION INC 330 BROOKLINE AVENUE BOSTON MA 02215 043117601 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 1 BETH ISRAEL LAHEY HEALTH PHARMACY INC (FKA BIDMC PHARMACY) 80 WILSON WAY WESTWOOD MA 02090 822526816 TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC MA 501(C)(3) 12A, I 1 BETH ISRAEL LAHEY HEALTH INC 20 UNIVERSITY ROAD CAMBRIDGE MA 02138 832671600 SUPPORT MA 501(C)(3) 12A, I N/A 1 BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO 41 MALL ROAD BURLINGTON MA 01805 472248298 HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF 199 REEDSDALE ROAD MILTON MA 02186 222566792 PROMOTE HEALTHCARE MA BETH ISRAEL DEACONESS HOSPITAL - MILTON 0 BIH PATHOLOGY FOUNDATION INC 330 BROOKLINE AVENUE BOSTON MA 02215 222548374 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 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 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 1 CAREGROUP PARMENTER HOME CARE & HOSPICE INC 330 MOUNT AUBURN STREET CAMBRIDGE MA 02138 473111453 HOME CARE & HOSPICE MA 501(C)(3) 12A, I 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 1 CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN 185 PILGRIM ROAD BOSTON MA 02215 043242952 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) 12A, I 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 1 HEALTH AND EDUCATION HOUSING SERVICES INC 199 ROSEWOOD DRIVE DANVERS MA 01923 223232914 HUD HOUSING MA 501(C)(3) 10 NORTHEAST BEHAVIORAL HEALTH CORPORATION 1 JORDAN PHYSICIANS ASSOCIATES INC 275 SANDWICH STREET PLYMOUTH MA 02360 043228556 OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) 10 1 LAHEY CLINIC CANADIAN FOUNDATION 130 KING STREET WEST TORONTO ONTARIO CA FUNDRSG ORG CA N/A 0 LAHEY CLINIC FOUNDATION INC 41 MALL ROAD BURLINGTON MA 01805 042323457 SUPPORT MA 501(C)(3) 7 BETH ISRAEL LAHEY HEALTH INC 1 LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITALS AND MEDICAL CENTER) 41 MALL ROAD BURLINGTON MA 018050001 042704686 HEALTHCARE MA 501(C)(3) 3 LAHEY CLINIC FOUNDATION INC 1 LAHEY CLINIC INC 41 MALL ROAD BURLINGTON MA 018050001 042704683 HEALTHCARE MA 501(C)(3) 10 LAHEY CLINIC FOUNDATION INC 1 LAHEY HEALTH SHARED SERVICES INC 41 MALL ROAD BURLINGTON MA 01805 043178972 ADMINISTRATION MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC 1 LONGWOOD MEDICAL ENERGY COLLABORATIVE INC 375 LONGWOOD AVENUE BOSTON MA 02215 043476764 COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS MA 501(C)(3) 12A, I N/A 1 LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC 375 LONGWOOD AVENUE BOSTON MA 02215 043208878 INACTIVE CORPORATION MA 501(C)(3) 12A, I 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 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 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 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 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 1 NORTHEAST BEHAVIORAL HEALTH CORPORATION 199 ROSEWOOD DRIVE DANVERS MA 01923 042777145 HEALTHCARE MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC 1 NORTHEAST HEALTH SYSTEM INC 85 HERRICK STREET BEVERLY MA 01915 043240453 SUPPORT MA 501(C)(3) 12A, I LAHEY HEALTH SHARED SERVICES INC 1 NORTHEAST HOSPITAL CORPORATION 85 HERRICK STREET BEVERLY MA 01915 042121317 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 NORTHEAST MEDICAL PRACTICE INC 85 HERRICK STREET BEVERLY MA 01915 043201853 HEALTHCARE MA 501(C)(3) 10 NORTHEAST HOSPITAL CORPORATION 1 NORTHEAST PHYSICIAN PRACTICE INC 85 HERRICK STREET BEVERLY MA 01915 201287349 HEALTHCARE MA 501(C)(3) 10 1 NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME 600 CUMMINGS CENTER BEVERLY MA 01915 042731137 HEALTHCARE MA 501(C)(3) 10 1 SEACOAST AFFILIATED GROUP PRACTICE INC 25 HIGHLAND AVENUE NEWBURYPORT MA 01915 043485648 PHYSICIAN GROUP MA 501(C)(3) 10 ANNA JAQUES HOSPITAL INC 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 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 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 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 1 WINCHESTER HEALTHCARE MANAGEMENT INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 222701817 MANAGEMENT MA 501(C)(3) 12A, I LAHEY HEALTH SHARED SERVICES INC 1 WINCHESTER HOSPITAL 41 HIGHLAND AVENUE WINCHESTER MA 01890 042104434 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 WINCHESTER HOSPITAL FOUNDATION INC 39 DOUBLET HILL ROAD WESTON MA 02493 043399570 SUPPORT MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC 1 BIDCO PHYSICIAN LLC ONE UNIVERSITY AVE NORTH ENTRANCE WESTWOOD MA 02090 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 109 BROOKLINE AVENUE BOSTON MA 02215 300228711 TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP MA N/A EXCLUDED 0 0 BILH INVESTMENT PARTNERSHIP LLP (FKA CIP LLP) 109 BROOKLINE AVENUE BOSTON MA 02215 043278109 INVESTMENT PARTNERSHIP MA N/A EXCLUDED 0 0 PHYSICIAN PROFESSIONAL SERVICES LLP 10 CABOT ROAD MEDFORD MA 02215 043275078 TO PROVIDE MEDICAL BILLING SERVICES MA N/A EXCLUDED 0 0 WINCHESTER HOSPITALSHIELDS MRI LLC 700 CONGRESS ST QUINCY MA 02169 462523117 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 GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC 25 HIGHLAND AVE NEWBURYPORT MA 01950 161744477 MANAGEMENT SERVICES MA N/A C 1 HUNTINGFIELD CORPORATION C/O LAHEY CLINIC FOUNDATION INC 41 BURLINGTON MA 01805 000000000 TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS. DE N/A C 1 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 1 LAHEY CLINIC INSURANCE CO LTD CRAIG APPIN HOUSE PO BOX HM 2450 HAMILTON BD INSURANCE BD N/A C 1 LEDGEWOOD HEALTHCARE CORPORATION 87 HERRICK STREET BEVERLY MA 01915 042855189 NURSING HOME KY N/A C 1 NORTHEAST PHYSICIAN HOSPITAL ORGANIZATION INC 500 CUMMINGS CENTER STE 6500 BEVERLY MA 01915 043258053 PHYS HOSP ORG MA N/A C 1 NORTHEAST PHYSICAN PRACTICE INC 85 HERRICK STREET BEVERLY MA 01915 043285837 PHYSICIAN OFFICE MA N/A C 1 NORTHEAST PROPRIETARY CORP 100 POWERS STREET BEVERLY MA 01915 042855191 MEDICAL SERVICES MA N/A C 1 WINCHESTER HEALTHCARE ENTERPRISES INC 41 HIGHLAND AVE WINCHESTER MA 01890 042932059 MANAGEMENT SERVICES MA N/A C 1 WINCHESTER PHYSICIAN ASSOCIATES INC 41 HIGHLAND AVE WINCHESTER MA 01890 043262963 MANAGEMENT SERVICES MA N/A C 1 WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC 41 HIGHLAND AVE WINCHESTER MA 01890 472646454 PHYS HOSP ORG MA N/A C 1 0 1 0 1 1 0 0 0 0 0 1 1 1 1 1 1 1 1 1 BETH ISRAEL DEACONESS MEDICAL CENTER INC S 75248 FMV BETH ISRAEL DEACONESS MEDICAL CENTER INC P 118464 FMV BETH ISRAEL LAHEY HEALTH INC S 339114 FMV BETH ISRAEL LAHEY HEALTH INC P 6278208 FMV BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO P 172775 FMV LAHEY CLINIC INC P 46432575 FMV LAHEY CLINIC FOUNDATION INC P 115722539 FMV LAHEY CLINIC FOUNDATION INC S 12644803 FMV LAHEY HEALTH SHARED SERVICES INC P 440564836 FMV LAHEY HEALTH SHARED SERVICES INC Q 86626840 FMV LAHEY HEALTH SHARED SERVICES INC S 31308362 FMV NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME Q 5605 FMV WINCHESTER HOSPITAL Q 579979 FMV R PARTS I - V: DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) 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 (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH) AND THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN). THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). THESE ENTITIES MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. THE BY-LAW OF THESE ENTITIES 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). IN ADDITION, UNDER INTERNAL REVENUE CODE SECTION 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 IT'S AFFILIATES ARE INCLUDED IN FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR.