ANNA JAQUES COMMUNITY HEALTH FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ANNA JAQUES COMMUNITY HEALTH FOUNDATION (EIN 04-3318952)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-16
IRS object ID
202122289349303792
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-16T21:40:46-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043318952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNA JAQUES COMMUNITY HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone9784631000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 HIGHLAND AVEAddressLine1Txt
CityNEWBURYPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01950ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN KILDAYPersonNm
Person TitleCFOPersonTitleTxt
Phone9784631000PhoneNum
Signature2021-08-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2021-08-16PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK GOLDSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 HIGHLAND AVEAddressLine1Txt
CityNEWBURYPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01950ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,990,928GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AJH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,972,748PYContributionsGrantsAmt
CY Contributions Grants$2,130,185CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$897,208PYInvestmentIncomeAmt
CY Investment Income$746,977CYInvestmentIncomeAmt
PY Other Revenue$6,256PYOtherRevenueAmt
CY Other Revenue-$277CYOtherRevenueAmt
PY Total Revenue$3,876,212PYTotalRevenueAmt
CY Total Revenue$2,876,885CYTotalRevenueAmt
PY Grants And Similar Paid$1,256,919PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,413,417CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$359,614PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$321,116CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$176,642PYOtherExpensesAmt
CY Other Expenses$181,169CYOtherExpensesAmt
PY Total Expenses$1,793,175PYTotalExpensesAmt
CY Total Expenses$1,915,702CYTotalExpensesAmt
PY Revenues Less Expenses$2,083,037PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$961,183CYRevenuesLessExpensesAmt
Total Assets BOY$23,218,782TotalAssetsBOYAmt
Total Assets EOY$25,888,813TotalAssetsEOYAmt
Total Liabilities BOY-$96,969TotalLiabilitiesBOYAmt
Total Liabilities EOY-$15,194TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$23,315,751NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,904,007NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,821,063ExpenseAmt
Grant$1,413,417GrantAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$1,821,063TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN KILDAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9784631000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 HIGHLAND AVEAddressLine1Txt
CityNEWBURYPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01950ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CONNORS KATHY
TRUSTEE, SECRETARY0.000.00Yes (X)Yes (X)$0$0$0
GANONG JULIE
TRUSTEE, VICE CHAIR0.000.00Yes (X)Yes (X)$0$0$0
KHATIB MATT
TRUSTEE, CHAIR1.002.00Yes (X)Yes (X)$0$0$0
KILDAY KEVIN
TRUSTEE, EX-OFFICIO TREASURER6.0054.00Yes (X)Yes (X)$33,554$301,983$79,555
WILLIAMSON MARY
TTE/CEO (EX-OF), EX DIR1.000.00Yes (X)Yes (X)$0$148,100$26,507
ABBOTT MARY ANN
TRUSTEE (EX-OFFICIO)0.000.00Yes (X)$0$0$0
BAILEY MARK D
TRUSTEE0.000.00Yes (X)$0$0$0
CANNON PATRICIA
TRUSTEE0.000.00Yes (X)$0$0$0
CARAS RONNA
TRUSTEE0.000.00Yes (X)$0$0$0
ELIAS CLAUDE
TRUSTEE0.000.00Yes (X)$0$0$0
FOLEY MELISSA
TRUSTEE0.000.00Yes (X)$0$0$0
FOULKES KIM
TRUSTEE0.000.00Yes (X)$0$0$0
GASIOROWSKI KEVIN
TRUSTEE0.000.00Yes (X)$0$0$0
GOLDSTEIN MARK
PRESIDENT1.0054.00Yes (X)$63,511$571,597$124,626
JOHNSTON CHRISTOPHER
TRUSTEE1.000.00Yes (X)$0$0$0
KELLY KATE
TRUSTEE1.000.00Yes (X)$0$0$0
LAFLAMME DAVID
TRUSTEE1.002.00Yes (X)$0$0$0
PURINTON LISA
TRUSTEE1.000.00Yes (X)$0$0$0
SULLIVAN CHRISTOPHER R
TRUSTEE1.000.00Yes (X)$0$0$0
SWIERZEWSKI DAVID
TRUSTEE1.0061.00Yes (X)$0$564,468$35,655
TARKAN MD JOSHUA
TRUSTEE (EX-OFFICIO)1.002.00Yes (X)$0$0$0
TWOMBLY DONNA
TRUSTEE, CLINICAL MGR1.000.00Yes (X)$0$107,176$26,089
O'CONNOR DELIA
FORMER PRESIDENT1.000.00$0$164,308$11,913Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$97,065TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,857,632TotReportableCompRltdOrgAmt
Total Other Compensation$304,345TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$29,773FundraisingAmt
All Other Contributions$2,100,412AllOtherContributionsAmt
Noncash Contributions$321,272NoncashContributionsAmt
Total Contributions$2,130,185TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$545,035TotalRevenueColumnAmt
Exclusion$545,035ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$308,634SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$106,692SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$201,942SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$201,942TotalRevenueColumnAmt
Exclusion$201,942ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$7,074FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$29,773ContriRptFundraisingEventAmt
Fundraising Direct Expenses$7,351FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$277TotalRevenueColumnAmt
Exclusion-$277ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,876,885TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$746,700ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,413,417TotalAmt
Program Services$1,413,417ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$150,526TotalAmt
Program Services$135,473ProgramServicesAmt
Management And General$15,053ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$104,968TotalAmt
Program Services$104,968ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$39,605TotalAmt
Program Services$37,308ProgramServicesAmt
Management And General$2,297ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,017TotalAmt
Program Services$24,508ProgramServicesAmt
Management And General$1,509ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Management And General$15,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$58,004TotalAmt
Management And General$58,004ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$85,992TotalAmt
Program Services$85,992ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$19,397TotalAmt
Program Services$19,397ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,267TotalAmt
Management And General$2,267ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUESDesc
Total$509TotalAmt
Management And General$509ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,915,702TotalAmt
Program Services$1,821,063ProgramServicesAmt
Management And General$94,639ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$221,271BOYAmt
EOY$673,613EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,855,321BOYAmt
EOY$1,849,779EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$47,661BOYAmt
EOY$47,674EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,094,529BOYAmt
EOY$23,317,747EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,218,782BOYAmt
EOY$25,888,813EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$34,925BOYAmt
EOY$1,168EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY-$131,894BOYAmt
EOY-$16,362EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY-$96,969BOYAmt
EOY-$15,194EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,669,480BOYAmt
EOY$10,107,728EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,646,271BOYAmt
EOY$15,796,279EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,315,751BOYAmt
EOY$25,904,007EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,218,782BOYAmt
EOY$25,888,813EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$961,183ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,627,072NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ANNA JAQUES HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN042104338EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,915,702SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,915,702SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,881,622BeginningYearBalanceAmt
Investment Earnings Or Losses$2,056,302InvestmentEarningsOrLossesAmt
Grants Or Scholarships$359,826GrantsOrScholarshipsAmt
Administrative Expenses$89,458AdministrativeExpensesAmt
End Year Balance$17,488,640EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,236,372BeginningYearBalanceAmt
Investment Earnings Or Losses$14,698InvestmentEarningsOrLossesAmt
Grants Or Scholarships$333,751GrantsOrScholarshipsAmt
Administrative Expenses$35,697AdministrativeExpensesAmt
End Year Balance$15,881,622EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,304,864BeginningYearBalanceAmt
Investment Earnings Or Losses$1,341,021InvestmentEarningsOrLossesAmt
Grants Or Scholarships$386,000GrantsOrScholarshipsAmt
Administrative Expenses$23,513AdministrativeExpensesAmt
End Year Balance$16,236,372EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,932,112BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses$1,792,855InvestmentEarningsOrLossesAmt
Grants Or Scholarships$416,628GrantsOrScholarshipsAmt
Administrative Expenses$18,475AdministrativeExpensesAmt
End Year Balance$15,304,864EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,706,652BeginningYearBalanceAmt
Investment Earnings Or Losses$1,029,573InvestmentEarningsOrLossesAmt
Grants Or Scholarships$796,286GrantsOrScholarshipsAmt
Administrative Expenses$7,827AdministrativeExpensesAmt
End Year Balance$13,932,112EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.49400BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.11390PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.39210TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATES, NETDesc
Amt-$16,362Amt
FieldValueIRS element (for citing)
Total Liability-$16,362TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,312,580,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,627,072NetUnrealizedGainsInvstAmt
Other Revenue$6,309,926,565OtherRevenueAmt
Revenue Not Reported$6,311,553,637RevenueNotReportedAmt
Revenue Subtotal$1,026,363RevenueSubtotalAmt
Other Revenues Not Included$1,850,522OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,850,522RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,876,885TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,239,549,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,239,046,715OtherExpensesIncludedAmt
Expenses Not Reported$6,239,046,715ExpensesNotReportedAmt
Expenses Subtotal$502,285ExpensesSubtotalAmt
Other Expenses Not Included$1,413,417OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,413,417ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,915,702TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:ANNA JAQUES COMMUNITY HEALTH FOUNDATION MAINTAINS MULTIPLE ENDOWMENTS WITH DIFFERENT PURPOSES. THE MAJORITY HAVE A PERMANENTLY RESTRICTED CORPUS, WITH THE INCOME AVAILABLE TO SUPPORT THE OPERATIONS OF ANNA JAQUES HOSPITAL. THE INCOME FROM OTHER ENDOWMENTS IS AVAILABLE TO FUND HEALTHCARE EDUCATION FOR AJH EMPLOYEES, OR FOR SCHOLARSHIPS TO AREA HIGH SCHOOL STUDENTS WHO WISH TO PURSUE A HEALTH CARE RELATED DEGREE PROGRAM. THE ENTITIES WHICH USE THE ENDOWMENT FUNDS ARE THE PARENT (SRHS), THE HOSPITAL (AJH), THE FOUNDATION (CHF), AND THE PHYSICIAN GROUP (SAGP).
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:CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,309,918,736. NET ASSETS RELEASED FOR OPERATIONS 7,829.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RESTRICTED CONTRIBUTIONS 1,279,489. FUNDRAISING EVENT EXPENSE RECLASS -7,075. RESTRICTED INVESTMENT INCOME 578,108.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENT EXPENSE RECLASS 7,075. CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,239,039,640.
PART XII, LINE 4B - OTHER ADJUSTMENTS:GRANTS TO AFFILIATES 1,413,417.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FASHION SHOWEvent1Nm
Gross Receipts Event1$36,847GrossReceiptsEvent1Amt
Charitable Contri Event1$29,773CharitableContriEvent1Amt
Gross Revenue Event1$7,074GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,613RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$738OtherDirectExpensesEvent1Amt
Gross Receipts Total$36,847GrossReceiptsTotalAmt
Charitable Contributions Tot$29,773CharitableContributionsTotAmt
Gross Revenue Total Events$7,074GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,613RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$738OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,351DirectExpenseSummaryEventsAmt
Net Income Summary-$277NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, QUESTION 2, 17, 18, 19 AND 29FormAndLineReferenceDesc
ExplanationAS NOTED IN THIS FILING, ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF) IS A SISTER-ORGANIZATION TO ANNA JAQUES HOSPITAL (AJH, EIN: 04-2104338) AND SEACOAST AFFILIATED GROUP PRACTICES, INC. (SAGP EIN: 04-3485648). ALL THREE ENTITIES ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AJCHF PERFORMS FUNDRAISING ACTIVITIES ON BEHALF OF, AND IN THE NAME OF, ANNA JAQUES HOSPITAL, INCLUDING SPECIAL FUNDRAISING EVENTS AS WELL AS MAIL AND IN-PERSON SOLICITATIONS FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS. DETAILED DISCLOSURES CAN BE FOUND IN THE FORM 990 AND SCHEDULE G, SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING OR GAMING ACTIVITIES, FILED AS PART OF THE AJCHF FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
ANNA JAQUES HOSPITAL
25 HIGHLAND AVENEWBURY PORTMA01950042104338501(C)(3)$1,394,752FMVGENERAL SUPPORT
SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVENEWBURY PORTMA01950043485648501(C)(3)$18,665FMVGENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS PREVIOUSLY NOTED IN THE FILING ANNA JAQUES COMMUNITY HEALTH FOUNDATION, MAINTAINS STRONG RELATIONSHIP WITH MANY PARTNERS AND ANNA JAQUES COMMUNITY HEALTH FOUNDATION WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. ANNA JAQUES COMMUNITY HEALTH FOUNDATION ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (1)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KILDAY KEVIN
TRUSTEE, EX-OFFICIO TREASURER$33,541$301,869$0$0$13$114$3,887$34,986$4,068$36,614$41,509$373,583$0$0
WILLIAMSON MARY
TTE/CEO (EX-OF), EX DIR$0$144,048$0$3,986$0$66$0$3,697$0$22,810$0$174,607$0$0
GOLDSTEIN MARK
PRESIDENT$59,098$531,883$3,229$29,062$1,184$10,652$9,517$85,650$2,946$26,513$75,974$683,760$0$0
SWIERZEWSKI DAVID
TRUSTEE$0$344,171$0$216,929$0$3,368$0$8,400$0$27,255$0$600,123$0$0
O'CONNOR DELIA
FORMER PRESIDENT$0$0$0$0$0$164,308$0$11,913$0$0$0$176,221$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BAS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 DETAIL. DURING THE 2019 CALENDAR YEAR, ANNA JAQUES COMMUNITY HEALTH FOUNDATION WAS A PARTICIPATING EMPLOYER IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN AND PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. IN ADDITION, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990 SCHEDULE J RECEIVED COMPENSATION FROM AN ENTITY RELATED TO BILHPC. ONE OR MORE OF THOSE ENTITIES MAY HAVE BEEN A PARTICIPATING EMPLOYER IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN AND PURSUANT TO SUCH PLAN(S) 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 7ACROSS THE BILH NETWORK OF AFFILIATES, INCLUDING AJCHF, 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:REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THESE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES. ANNA JAQUES HOSPITAL, ANNA JAQUES COMMUNITY HEALTH FOUNDATION AND SEACOAST AFFILIATED GROUP PRACTICE, INC. MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS AJH, AJCHF, AND SAGP RESPECTIVELY. GOLDSTEIN, MARK TRUSTEE (EX-OFFICIO), PRESIDENT ANNA JAQUES HOSPITAL TRUSTEE (EX-OFFICIO) ANNA JAQUES COMMUNITY HEALTH FOUNDATION TRUSTEE (EX-OFFICIO), PRESIDENT SEACOAST AFFILIATED GROUP PRACTICE, INC. AS REQUIRED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. IN HIS POSITION AS PRESIDENT OF ANNA JAQUES HOSPITAL (AJH), ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF) AND SEACOAST AFFILIATED GROUP PRACTICE (SAGP) MR. GOLDSTEIN RECEIVED PAYMENTS DIRECTLY FROM AJH AND 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 AJH AND SINCE MARCH 1, 2019, HAS SERVED AS THE SOLE MEMBER OF AJH. IN ADDITION, MR. GOLDSTEIN PERFORMS SERVICES FOR AJH, AJCHF, AND SAGP AND THE PORTION OF MR. GOLDSTEIN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY: AJCHF BASE COMPENSATION: 59,098 INCENTIVE COMPENSATION: 3,229 OTHER REPORTABLE COMPENSATION: 1,184 DEFERRED COMPENSATION: 9,517 NON-TAXABLE BENEFITS: 2,946 PAYMENTS REPORTED BY: SAGP BASE COMPENSATION: 118,196 INCENTIVE COMPENSATION: 6,458 OTHER REPORTABLE COMPENSATION: 2,367 DEFERRED COMPENSATION: 19,033 NON-TAXABLE BENEFITS: 5,892 PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 413,687 INCENTIVE COMPENSATION: 22,604 OTHER REPORTABLE COMPENSATION: 8,285 DEFERRED COMPENSATION: 66,617 NON-TAXABLE BENEFITS: 20,621 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. GOLDSTEIN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $89,687. OF THIS AMOUNT, $77,896 IS UNVESTED. KILDAY, KEVIN CHIEF FINANCIAL OFFICER ANNA JAQUES HOSPITAL TREASURER ANNA JAQUES COMMUNITY HEALTH FOUNDATION CHIEF FINANCIAL OFFICER SEACOAST AFFILIATED GROUP PRACTICE, INC. MR. KILDAY PERFORMS SERVICES FOR AJH, AJCHF, AND SAGP. ALTHOUGH MR. KILDAY IS PAID DIRECTLY BY AJH, THE PORTION OF MR. KILDAY 'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 201,246 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 76 DEFERRED COMPENSATION: 23,324 NON-TAXABLE BENEFITS: 24,409 PAYMENTS REPORTED BY: AJCHF BASE COMPENSATION: 33,541 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 13 DEFERRED COMPENSATION: 3,887 NON-TAXABLE BENEFITS: 4,068 PAYMENTS REPORTED BY: SAGP BASE COMPENSATION: 100,623 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 38 DEFERRED COMPENSATION: 11,662 NON-TAXABLE BENEFITS: 12,205 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. KILDAY INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $27,773. OF THIS AMOUNT, $27,773 IS UNVESTED. O'CONNOR, DELIA FORMER CHIEF EXECUTIVE OFFICER ANNA JAQUES HOSPITAL FORMER CHIEF EXECUTIVE OFFICER ANNA JAQUES COMMUNITY HEALTH FOUNDATION FORMER CHIEF EXECUTIVE OFFICER SEACOAST AFFILIATED GROUP PRACTICE, INC. PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 164,308 DEFERRED COMPENSATION: 11,913 NON-TAXABLE BENEFITS: 0 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. O'CONNOR INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $176,221. OF THIS AMOUNT, $11,913 IS UNVESTED. WILLIAMSON, MARY TRUSTEE (EX-OFFICIO), EXECUTIVE DIRECTOR ANNA JAQUES COMMUNITY HEALTH FOUNDATION PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 144,048 INCENTIVE COMPENSATION: 3,986 OTHER REPORTABLE COMPENSATION: 66 DEFERRED COMPENSATION: 3,697 NON-TAXABLE BENEFITS: 22,810 GNERRE, SARAH FORMER VP EXECUTIVE DIRECTOR ANNA JAQUES COMMUNITY HEALTH FOUNDATION PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 32,395 DEFERRED COMPENSATION: 10,748 NON-TAXABLE BENEFITS: 0 SALVO, STEPHEN FORMER VP HR ANNA JAQUES HOSPITAL FORMER VP HR ANNA JAQUES COMMUNITY HEALTH FOUNDATION FORMER VP HR SEACOAST AFFILIATED GROUP PRACTICE, INC. PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 60,232 DEFERRED COMPENSATION: 51,763 NON-TAXABLE BENEFITS: 0 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. SALVO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $111,996. OF THIS AMOUNT, $51,763 IS UNVESTED. GNERRE, SARAH FORMER VP EXECUTIVE DIRECTOR ANNA JAQUES COMMUNITY HEALTH FOUNDATION PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 32,395 DEFERRED COMPENSATION: 10,748 NON-TAXABLE BENEFITS: 0 SALVO, STEPHEN FORMER VP HR ANNA JAQUES HOSPITAL FORMER VP HR ANNA JAQUES COMMUNITY HEALTH FOUNDATION FORMER VP HR SEACOAST AFFILIATED GROUP PRACTICE, INC. PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 60,232 DEFERRED COMPENSATION: 51,763 NON-TAXABLE BENEFITS: 0 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. SALVO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $111,996. OF THIS AMOUNT, $51,763 IS UNVESTED. DESIMONE, SHELLEY VICE PRESIDENT OF HUMAN RESOURCES ANNA JAQUES HOSPITAL VICE PRESIDENT OF HUMAN RESOURCES ANNA JAQUES COMMUNITY HEALTH FOUNDATION VICE PRESIDENT OF HUMAN RESOURCES SEACOAST AFFILIATED GROUP PRACTICE, INC. PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 141,842 INCENTIVE COMPENSATION: 3,741 OTHER REPORTABLE COMPENSATION: 23 DEFERRED COMPENSATION: 6,982 NON-TAXABLE BENEFITS: 33,825 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR SHELLEY DESIMONE INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $2,290. OF THIS AMOUNT, $2,290 IS UNVESTED. TWOMBLEY, DONNA TRUSTEE, CLINICAL MANAGER ANNA JAQUES COMMUNITY HEALTH FOUNDATION PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 106,936 INCENTIVE COMPENSATION: 240 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 2,162 NON-TAXABLE BENEFITS: 23,927
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:JOHNSTON, CHRISTOPHER TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION MR. JOHNSTON'S TERM ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD ENDED ON MARCH 26, 2020. SULLIVAN, CHRISTOPHER R. TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION ELIAS, CLAUDE TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION LAFLAMME, DAVID TRUSTEE (EX-OFFICIO) ANNA JAQUES COMMUNITY HEALTH FOUNDATION TRUSTEE, CHAIRMAN ANNA JAQUES HOSPITAL TRUSTEE, CHAIRMAN SEACOAST AFFILIATED GROUP PRACTICE, INC. SWIERZEWSKI, M.D., DAVID TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION TRUSTEE (EX-OFFICIO), PRESIDENT OF MEDICAL STAFF SEACOAST AFFILIATED GROUP PRACTICE, INC. TRUSTEE (EX-OFFICIO), PRESIDENT OF MEDICAL STAFF ANNA JAQUES HOSPITAL DR. SWIERZEWSKI'S TERM ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD ENDED ON JANUARY 1, 2020. PAYMENTS REPORTED BY: AJH BASE COMPENSATION: 344,171 INCENTIVE COMPENSATION: 216,929 OTHER REPORTABLE COMPENSATION: 3,368 DEFERRED COMPENSATION: 8,400 NON-TAXABLE BENEFITS: 27,255 GANONG, JULIE TRUSTEE, VICE CHAIR ANNA JAQUES COMMUNITY HEALTH FOUNDATION KELLY, KATE TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION CONNORS, KATHY TRUSTEE, SECRETARY ANNA JAQUES COMMUNITY HEALTH FOUNDATION GASIOROWSKI, KEVIN TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION MR. GASIOROWSKI'S TERM ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD ENDED ON FEBRUARY 25, 2020. FOULKES, KIM TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION PURINTON, LISA TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION BAILEY, MARK D. TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION ABBOTT, MARY ANN TRUSTEE (EX-OFFICIO) ANNA JAQUES COMMUNITY HEALTH FOUNDATION KHATIB, MATT TRUSTEE, CHAIR ANNA JAQUES COMMUNITY HEALTH FOUNDATION TRUSTEE (EX-OFFICIO), CHAIR/PRESIDENT, FOUNDATION ANNA JAQUES HOSPITAL TRUSTEE (EX OFFICIO), CHAIR/PRESIDENT, FOUNDATION SEACOAST AFFILIATED GROUP PRACTICE, INC. FOLEY, MELISSA TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION MS. FOLEY'S TERM ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD ENDED ON FEBRUARY 25, 2020. CANNON, PATRICIA TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION CARAS, RONNA TRUSTEE ANNA JAQUES COMMUNITY HEALTH FOUNDATION TARKAN, DR., JOSHUA TRUSTEE (EX-OFFICIO) ANNA JAQUES COMMUNITY HEALTH FOUNDATION DR. TARKAN'S TERM ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD BEGAN ON JANUARY 1, 2020.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUBSTANTIAL CONTRIBUTOR #4
SUBSTANTIAL CONTRIBUTORMARKETING PURCHASED SERVICES0
SUBSTANTIAL CONTRIBUTOR #39
SUBSTANTIAL CONTRIBUTORRENT PAYMENTS0
SUBSTANTIAL CONTRIBUTOR #71
SUBSTANTIAL CONTRIBUTORXRAY READS FOR EMPLOYEE HEALTH0
SUBSTANTIAL CONTRIBUTOR #82
SUBSTANTIAL CONTRIBUTORLEGAL FEES0
SUBSTANTIAL CONTRIBUTOR #83
SUBSTANTIAL CONTRIBUTORCONSTRUCTION/RENOVATION PROJECTS0
SUBSTANTIAL CONTRIBUTOR #87
SUBSTANTIAL CONTRIBUTORLANDSCAPING AND SNOW REMOVAL0
SUBSTANTIAL CONTRIBUTOR #90
SUBSTANTIAL CONTRIBUTORLABORATORY SEND-OUTS0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$10,087NoncashContributionsRptF990Amt
Method Of Determining RevenuesOTHERMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)COVID RELATE PPE5$294,750REPLACEMENTS COST
Yes (X)DINNER HOSTED EVENT1$10,000REPLACEMENTS COST
Yes (X)MEDICAL EQUIPMENT SUPPLY2$6,435REPLACEMENTS COST
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART ITHE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION) WAS ESTABLISHED IN 1996 FOR THE PURPOSE OF CULTIVATING AND SOLICITING ON-GOING DONOR SUPPORT FOR THE GENERAL OPERATIONS, CRITICAL PROGRAMS AND CAPITAL EQUIPMENT NEEDS OF ANNA JAQUES HOSPITAL (AJH OR HOSPITAL), A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE FOUNDATION'S MISSION IS TO SUPPORT AJH AND TO FURTHER THE HOSPITAL'S ABILITY TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE AND IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY AJH. THE FOUNDATION ACCOMPLISHES ITS MISSION THROUGH COMMUNITY OUTREACH AND ENGAGEMENT AND BY SEEKING PHILANTHROPIC SUPPORT FROM GRATEFUL PATIENTS, COMMUNITY MEMBERS, FOUNDATIONS, AND BUSINESSES.
FORM 990, PART III LINE 1:THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION) WAS ESTABLISHED IN 1996 FOR THE PURPOSE OF CULTIVATING AND SOLICITING ON-GOING DONOR SUPPORT FOR THE GENERAL OPERATIONS, CRITICAL PROGRAMS AND CAPITAL EQUIPMENT NEEDS OF ANNA JAQUES HOSPITAL (AJH OR HOSPITAL), A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE FOUNDATION'S MISSION IS TO SUPPORT AJH AND TO FURTHER THE HOSPITAL'S ABILITY TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE AND IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY AJH. THE FOUNDATION ACCOMPLISHES ITS MISSION THROUGH COMMUNITY OUTREACH AND ENGAGEMENT AND BY SEEKING PHILANTHROPIC SUPPORT FROM GRATEFUL PATIENTS, COMMUNITY MEMBERS, FOUNDATIONS, AND BUSINESSES. 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). 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, 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, FUNDRAISING ACTIVITIES IN SUPPORT OF ANNA JAQUAS NOTED PREVIOUSLY IN THIS FILING, THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION), ENGAGES IN DONOR CULTIVATION, SOLICITATION AND STEWARDSHIP IN FURTHERANCE OF ITS EXEMPT PURPOSE TO EXCLUSIVELY SUPPORT ANNA JAQUES HOSPITAL (AJH OR HOSPITAL). THE HOSPITAL, LOCATED IN NEWBURYPORT, MASSACHUSETTS HAS BEEN A VITAL PART OF THE COMMUNITY SINCE IT OPENED ITS DOORS IN 1884. THROUGH THE DIRECT FUNDRAISING EFFORTS OF THE FOUNDATION, AJH SUPPORTERS ARE ENCOURAGED TO RENEW THEIR ANNUAL SUPPORT TO CREATE A RELIABLE STREAM OF CONTRIBUTED INCOME TO FUND THE HOSPITAL'S GREATEST NEEDS INCLUDING SPECIAL PROGRAMS, GENERAL OPERATIONS AND CAPITAL PRIORITIES. PROGRAMS SUPPORTED HAVE INCLUDED A TOP-RATED WOUND HEALING CENTER, THE AJH CANCER CENTER IN AFFILIATION WITH BETH ISRAEL DEACONESS MEDICAL CENTER, A SISTER ENTITY TO AJH AND A WORLD RENOWNED TERTIARY CARE ACADEMIC MEDICAL CENTER ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THE GERRISH BREAST CARE CENTER, AND THE PERSIST PROGRAM SUPPORTING PREGNANT WOMEN WITH SUBSTANCE USE DISORDERS AND THEIR NEWBORNS. DURING THE PERIOD COVERED BY THIS FILING, THE FOUNDATION'S PRINCIPAL FOCUS WAS TO GENERATE COMMUNITY SUPPORT FOR THE STEPPING FORWARD CAMPAIGN TO EXPAND SURGICAL SERVICES AT AJH. THIS $3.5 MILLION CAMPAIGN WILL HELP AJH BUILD TWO NEW, STATE-OF-THE-ART OPERATING ROOMS TO HELP TO EXPAND AJH'S ORTHOPEDIC PROGRAM IN COLLABORATION WITH NEW ENGLAND BAPTIST HOSPITAL (NEBH), A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, A SISTER ENTITY TO AJH AND THE PREMIER REGIONAL PROVIDER FOR ORTHOPEDIC SURGERY AND THE TREATMENT OF MUSCULOSKELETAL DISEASES AND DISORDERS. DURING THE FISCAL YEAR COVERED BY THIS FILING, THE FOUNDATION THROUGH ITS FUNDRAISING EFFORTS PROVIDED $1,413,417 OF SUPPORT TO ANNA JAQUES HOSPITAL TO SUPPORT THE HOSPITAL'S OPERATING AND CAPITAL NEEDS. 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 12THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2020. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER.
FORM 990, PART V, LINE 7GANNA JAQUES COMMUNITY HEALTH FOUNDATION DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
FORM 990, PART V, LINE 7HANNA JAQUES COMMUNITY HEALTH FOUNDATION DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C.
FORM 990, PART VI, SECTION A, LINE 2FOR 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 6EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL, THE MEMBER OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBER HAS THE AUTHORITY TO ELECT SOME OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBER OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BYLAWS: - WITH RESPECT TO THE MANAGEMENT AND GOVERNANCE OF THE FOUNDATION, THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 MEMBER SHALL HAVE ONLY SUCH POWERS AS PROVIDED BY LAW, THE ARTICLES OF ORGANIZATION, OR THESE BYLAWS. THE MEMBER MAY DELEGATE ANY OR ALL OF ITS POWERS PERTAINING TO THE MANAGEMENT AND GOVERNANCE OF THE FOUNDATION TO THE BOARD OF TRUSTEES OF THE FOUNDATION, AT ANY TIME, FROM TIME TO TIME. - IN THE EVENT THE MEMBER CEASES TO OPERATE AS A FULL-SERVICE, ACUTE CARE HOSPITAL, OR FOR ANY REASON CEASES TO QUALIFY AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OR 509(A)(1), (2) OR (3) OF THE INTERNAL REVENUE CODE, THEN THE POWERS OF THE MEMBER PERTAINING TO THE MANAGEMENT AND GOVERNANCE OF THE FOUNDATION, OR AS OTHERWISE CONFERRED UPON MEMBER HEREUNDER, SHALL VEST WITH THE BOARD OF TRUSTEES OF THE FOUNDATION. THE MEMBER MAY NOT SELL, PLEDGE, ASSIGN OR OTHERWISE TRANSFER ANY PART OF ITS INTEREST IN THE ASSETS OF THE FOUNDATION, AND ANY ATTEMPTED PLEDGE, ASSIGNMENT OR OTHER TRANSFER OF THE FOUNDATION'S ASSETS BY THE MEMBER SHALL BE NULL AND VOID. THE ASSETS OF THE FOUNDATION SHALL NOT BE SUBJECT TO BEING ATTACHED OR TAKEN BY THE MEMBER'S CREDITORS BY ANY PROCESS WHATEVER. THE OFFICERS SHALL HAVE THE POWERS AND PERFORM THE DUTIES CUSTOMARILY BELONGING TO THEIR RESPECTIVE OFFICES, INCLUDING THE POWERS AND DUTIES LISTED BELOW: - THE CHAIRMAN SHALL PRESIDE AT ALL MEETINGS OF THE BOARD OF TRUSTEES AT WHICH HE OR SHE IS PRESENT AND SHALL HAVE SUCH DUTIES AND RESPONSIBILITIES AS MAY BE ASSIGNED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. THE VICE CHAIRMAN SHALL PRESIDE IN THE ABSENCE OF THE CHAIRMAN. - THE EXECUTIVE DIRECTOR SHALL BE THE CHIEF EXECUTIVE OFFICER OF THE FOUNDATION, RESPONSIBLE TO THE BOARD FOR THE ADMINISTRATION OF THE FOUNDATION'S BUSINESS AND AFFAIRS. EXCEPT AS OTHERWISE PROVIDED BY THE BOARD OF TRUSTEES OR THESE BY-LAWS, THE EXECUTIVE DIRECTOR SHALL SIGN FOR ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 THE FOUNDATION AL DEEDS, AGREEMENTS, AND OTHER FORMAL INSTRUMENTS. - THE SECRETARY SHALL KEEP RECORDS OF ALL MEETINGS OF THE BOARD OF TRUSTEES AND MAKE A REPORT THEREON AND SHALL ISSUE CALLS AND NOTICES OF MEETINGS. - THE TREASURER SHALL BE THE CHIEF FINANCIAL OFFICER OF THE FOUNDATION AND SHALL ENSURE THAT PROPER FINANCIAL RECORDS ARE KEPT AND THAT APPROPRIATE ARRANGEMENTS ARE MADE FOR THE INVESTMENT OF THE FOUNDATION'' FUNDS. HE OR SHE SHALL RENDER TO THE BOARD OF TRUSTEES AT THE ANNUAL MEETING AND WHENEVER ELSE IT SO REQUESTS AN ACCURATE ACCOUNT OF ALL SUMS RECEIVED AND DISBURSED DURING THE PRECEDING FISCAL YEAR AND OF ALL SUMS AND FUNDS WHICH ARE NOT EXPENDED.
FORM 990, PART VI, SECTION B, LINE 11BAS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL (AJH), WHICH IS IN TURN, THE SOLE MEMBER OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION. THIS FORM 990 IS PREPARED IN CONJUNCTION WITH THE AJH FINANCE STAFF. IN ADDITION, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND DEPARTMENTS WITHIN BILH, AJH, ANNA JAQUES COMMUNITY HEALTH FOUNDATION 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, ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CEXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF) HAS A WRITTEN, CONFLICT OF INTEREST POLICY. TRUSTEES AND SENIOR EXECUTIVES REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND EACH IS ASKED TO COMPLETE AN ANNUAL CONFLICT ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 OF INTEREST FORM TO DISCLOSE POSSIBLE CONFLICTS. RESPONSES ARE REVIEWED BY THE BOARD CHAIR TO DETERMINE IF ANY CONFLICT EXISTS. ANY INDIVIDUAL WITH A CONFLICT IS ASKED TO ABSTAIN FROM VOTING ON A RELATED MATTER. THE BOARD CHAIR AND/OR SECRETARY MONITOR SURVEYS TO ENSURE COMPLIANCE.
FORM 990, PART VI, SECTION C, LINE 19ANNA JAQUES COMMUNITY HEALTH FOUNDATION'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 VI, SECTION B, LINE 15:AS NOTED THROUGHOUT THIS FILING, ANNA JAQUES HOSPITAL, SEACOAST AFFILIATED GROUP PRACTICE AND ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJH, SAGP AND AJCHF RESPECTIVELY) ARE MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS AJH'S SOLE MEMBER AND AJH SERVING AS THE SOLE MEMBER OF SAGP AND AJCHF. 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 ALL THREE ENTITIES OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. IN ADDITION, AS REQUIRED BY THIS FORM 990 AND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HEREIN IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO THE MARCH 1, 2019 WHEN BILH BECAME THE SOLE MEMBER OF AJH COMPENSATION FOR THE THREE ENTITIES WAS SET BY THE AJH COMPENSATION COMMITTEE WHICH WAS COMPRISED OF INDEPENDENT MEMBERS OF THE AJH BOARD. THE AJH COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR ALL THREE ENTITIES' MEMBERS OF SENIOR MANAGEMENT. THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND WAS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED 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. COMPENSATION FOR THE AJH CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE AJH CEO. THE COMPENSATION PACKAGE FOR THE AJH CEO WAS VOTED BY THE COMPENSATION COMMITTEE AND SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES.
FORM 990, PART XII, 2CON 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 ANNA JAQUES COMMUNITY HEALTH FOUNDATION 04-3318952 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, 2020. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND ITS AFFILIATE
SCHEDULE C NARRATIVEANNA JAQUES COMMUNITY HEALTH FOUNDATION DOES NOT ENGAGE IN ANY DIRECT LOBBYING EFFORTS. HOWEVER, VARIOUS AFFILIATES OF ANNA JAQUES COMMUNITY HEALTH FOUNDATION, MAY HAVE ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF THEMSELVES AND OTHER AFFILIATED NETWORK ENTITIES. TOTAL LOBBYING EXPENDITURES WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (63 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ADDISON GILBERT SOCIETY INC
41 MALL ROADBURLINGTONMA01805464371382SUPPORTMA501(C)(3)7LAHEY HEALTH SHARED SERVICES INCYes (1)
ANNA JAQUES COMMUNITY HEALTH FOUNDATION
25 HIGHLAND AVENEWBURYPORTMA01950043318952FUNDRSG ORGMA501(C)(3)12A, IANNA JAQUES HOSPITAL INCYes (1)
ANNA JAQUES HOSPITAL INC
25 HIGHLAND AVENEWBURYPORTMA01950042104338HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVEBOSTONMA02215320058309TO PROVIDE EMERGENCY MEDICAL SERVICESMA501(C)(3)12A, IYes (1)
BAIM INSTITUTE OF CLINICAL RESEARCH INC FKA HCRI
930 COMMONWEALTH AVEBOSTONMA02215043521077SCIENTIFIC & MEDICAL RESEARCHMA501(C)(3)7Yes (1)N/A
BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
199 REEDSDALE RDMILTONMA02186042103604HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC
148 CHESTNUT STNEEDHAMMA02492043229679HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
275 SANDWICH STPLYMOUTHMA02360222667354HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVEBOSTONMA02215042103881THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MAMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO
41 MALL ROADBURLINGTONMA01805472248298HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
BETH ISRAEL LAHEY HEALTH INC
20 UNIVERSITY ROADCAMBRIDGEMA02138832671600SUPPORTMA501(C)(3)12A, IYes (1)N/A
BI ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042997215SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BI COMMUNITY FOUNDATION INC
330 BROOKLINE AVE STE 300BOSTONMA02215042776678INACTIVE CORPORATIONMA501(C)(3)7Yes (1)N/A
BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVE W/CC-2BOSTONMA02215364803234SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043079630SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215208253452SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043030397SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215204974585SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215020671240SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BI DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043117601SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
482 BEDFORD STREETLEXINGTONMA02420043200113SUPPORTMA501(C)(3)12A, IYes (1)N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042794855SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BIDMC PHARMACY INC
330 BROOKLINE AVEBOSTONMA02215822526816OPERATE A SPECIALTY PHARMACYMA501(C)(3)12A, IBETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF
199 REEDSDALE RDMILTONMA02186222566792PROMOTE HEALTHCAREMA501(C)(3)12A, IBETH ISRAEL DEACONESS HOSPITAL - MILTONYes (1)
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215222548374SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042571853SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVE SUITE 250DANVERSMA01923042400270SUBSTANCE ABUSEMA501(C)(3)10NORTHEAST BEHAVIORAL HEALTH CORPORATIONYes (1)
CAREGROUP PARMENTER HOME CARE & HOSPICE INC
330 MOUNT AUBURN STCAMBRIDGEMA02138473111453HOME CARE & HOSPICEMA501(C)(3)12A, IYes (1)
CAREGROUP INC
109 BROOKLINE AVE STE 300BOSTONMA02215222629185OVERSEE FINANCIAL HEALTH OF AFFILIATESMA501(C)(3)12C, III-FI0N/A
CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH
330 BROOKLINE AVEBOSTONMA02215043326928DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCHMA501(C)(3)12A, I0N/A
COMMUNITY PHYSICIAN ASSOCIATES INC
199 REEDSDALE RDMILTONMA02186043243146OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)3MILTON HOSPITAL FOUNDATIONYes (1)
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
185 PILGRIM ROADBOSTONMA02215043242952SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVEBOSTONMA02215222768204GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERSMA501(C)(3)10BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
HEALTH AND EDUCATION HOUSING SERVICES
199 ROSEWOOD DRIVEDANVERSMA01923223232914HUD HOUSINGMA501(C)(3)10NORTHEAST BEHAVIORAL HEALTH CORPORATIONYes (1)
JORDAN HEALTH SYSTEMS INC
275 SANDWICH STPLYMOUTHMA02360042103805PROMOTE HEALTHCAREMA501(C)(3)7BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
JORDAN PHYSICIANS ASSOCIATES INC
275 SANDWICH STPLYMOUTHMA02360043228556OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)10JORDAN HEALTH SYSTEMS INCYes (1)
LAHEY CLINIC CANADIAN FOUNDATION
FUNDRSG ORGNON-US0N/A130 KING STREET WESTTORONTOCACA
LAHEY CLINIC FOUNDATION INC
41 MALL ROADBURLINGTONMA01805042323457SUPPORTMA501(C)(3)7BETH ISRAEL LAHEY HEALTH INCYes (1)
LAHEY CLINIC HOSPITAL INC
41 MALL ROADBURLINGTONMA018050001042704686HEALTHCAREMA501(C)(3)3LAHEY CLINIC FOUNDATION INCYes (1)
LAHEY CLINIC INC
41 MALL ROADBURLINGTONMA018050001042704683HEALTHCAREMA501(C)(3)10LAHEY CLINIC FOUNDATION INCYes (1)
LAHEY HEALTH SHARED SERVICES INC
41 MALL ROADBURLINGTONMA01805043178972ADMINISTRATIONMA501(C)(3)10BETH ISRAEL LAHEY HEALTH INCYes (1)
LAHEY HEALTH SYSTEMS INC
41 MALL ROADBURLINGTONMA01805611665701SUPPORTMA501(C)(3)12C, III-FI0N/A
LONGWOOD MEDICAL ENERGY COLLABORATIVE
160 LONGWOOD AVENUEBOSTONMA02215043476764COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMSMA501(C)(3)12A, IYes (1)N/A
LONGWOOD MEDICAL INTL FOUNDATION
375 LONGWOOD AVENUEBOSTONMA02215043208878INACTIVE CORPORATIONMA501(C)(3)12A, IYes (1)
MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
400 HUNNEWELL STNEEDHAMMA02494042810972OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICESMA501(C)(3)10BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STCAMBRIDGEMA02138042103606HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONSMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STCAMBRIDGEMA02138043026897OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICESMA501(C)(3)12A, IYes (1)
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120042103612ORTHOPEDIC SPECIALTY HOSPITALMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVEBOSTONMA02120043235796OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBHMA501(C)(3)3NEW ENGLAND BAPTIST HOSPITALYes (1)
NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVEDANVERSMA01923042777145HEALTHCAREMA501(C)(3)10BETH ISRAEL LAHEY HEALTH INCYes (1)
NORTHEAST HEALTH SYSTEM INC
85 HERRICK STBEVERLYMA01915043240453SUPPORTMA501(C)(3)12A, ILAHEY HEALTH SHARED SERVICES INCYes (1)
NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREETBEVERLYMA01915042121317HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
NORTHEAST MEDICAL PRACTICE INC
85 HERRICK STBEVERLYMA01915043201853HEALTHCAREMA501(C)(3)10NORTHEAST HOSPITAL CORPORATIONYes (1)
NORTHEAST PROFESSIONAL REGISTRY OF NURSE
800NCUMMINGS CENTERBEVERLYMA01915201287349HEALTHCAREMA501(C)(3)10NORTHEAST SENIOR HEALTH CORPORATIONYes (1)
NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK STREETBEVERLYMA01915042731137HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
SEACOAST AFFILIATED GROUP PRACTICES INC
25 HIGHLAND AVENEWBURYPORTMA01915043485648PHYSICIAN GROUPMA501(C)(3)10ANNA JAQUES HOSPITAL INCYes (1)
SEACOAST NURSING AND REHABILITION CENTER
300 WASHINGTON STGLOUCESTERMA01930041305001HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
SEACOAST REGIONAL HEALTH SYSTEMS INC
25 HIGHLAND AVENEWBURYPORTMA01915222814214SUPPORT ORGMA501(C)(3)12A, I0N/A
SEACOAST REGIONAL MRI INC
25 HIGHLAND AVENEWBURYPORTMA01915320443663HEALTH SVCSMA501(C)(3)100N/A
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVENUEWINCHESTERMA01890223137856ACOMA501(C)(3)12A, IWINCHESTER HEALTHCARE MANAGEMENT INCYes (1)
WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUEWINCHESTERMA01890222701817MANAGEMENTMA501(C)(3)12A, ILAHEY HEALTH SHARED SERVICES INCYes (1)
WINCHESTER HOSPITAL
41 HIGHLAND AVENUEWINCHESTERMA018900000042104434HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
WINCHESTER HOSPITAL FOUNDATION INC
41 HIGHLAND AVENUEWINCHESTERMA01890043399570SUPPORTMA501(C)(3)12A, IWINCHESTER HEALTHCARE MANAGEMENT INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
BIDCO PHYSICIAN LLC
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BIDCO HOSPITAL LLC
247 STATION DRIVE NORTHWEST 1WESTWOODMA02090461643790COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAEXCLUDED00
CAREGROUP CLINICAL RESEARCH LLC
109 BROOKLINE AVENUEBOSTONMA02215300228711TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIPMAEXCLUDED00
CAREGROUP INVESTMENT PARTNERSHIP LLP
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PHYSICIAN PROFESSIONAL SERVICES LLP
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125 PARKER HILL AVEBOSTONMA02120465120176TO PROVIDE ORTHOPEDIC MEDICAL SERVICESMAEXCLUDED00
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700 CONGRESS STQUINCYMA02169462523117MRI SERVICESMAEXCLUDED00
SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC
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HAVERHILL MOB LLC
50 CHESTNUT STNEEDHAMMA02492812856118MEDICAL OFFICE BUILDINGMAEXCLUDED00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
JORDAN COMMUNITY ACO INC
275 SANDWICH STPLYMOUTHMA02360454047430COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTHMAN/ACYes (1)
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
25 HIGHLAND AVENEWBURYPORTMA01950161744477MANAGEMENT SERVICESMAN/ACYes (1)
LAHEY CLINIC INSURANCE CO LTD
INSURANCEN/ACYes (1)CRAIG APPIN HOUSE PO BOX HM 2450HAMILTONBDBD
LEDGEWOOD HEALTHCARE CORPORATION
680 SOUTH FOURTH STREETLOUISVILLEKY40202042855189NURSING HOMEKYN/ACYes (1)
NORTHEAST PROPRIETARY CORP
85 HERRICK STREETBEVERLYMA01915042855191MEDICAL SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN ASSOCIATES INC
41 HIGHLAND AVEWINCHESTERMA01890043262963MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER HEALTHCARE ENTERPRISES INC
41 HIGHLAND AVEWINCHESTERMA01890042932059MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC
41 HIGHLAND AVEWINCHESTERMA01890472646454PHYS HOSP ORGMAN/ACYes (1)
NORTHEAST HEALTH SYSTEMS PHYSICIAN HOSPITAL ORGANIZATION INC
500 CUMMINGS CENTER STE 6500BEVERLYMA01915043258053MEDICAL SERVICESMAN/ACYes (1)
NORTHEAST PHYSICIAN PRACTICE
85 HERRICK STREETBEVERLYMA01915043285837PHYSICIAN OFFICEMAN/ACYes (1)
NPP SUPPORT SERVICES
85 HERRICK STREETBEVERLYMA01915042721511PHYSICIAN OFFICEMAN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
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Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
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Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BETH ISRAEL LAHEY HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeMTransactionTypeTxt
Involved$10,000InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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