LAHEY CLINIC INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAHEY CLINIC INC (EIN 04-2704683)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-16
- IRS object ID
- 202122289349304212
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T21:59:21-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042704683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAHE | BusinessNameControlTxt |
| Phone | 7817445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018050001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BENNETT | PersonNm |
| Person Title | VP FINANCIAL SERVICES | PersonTitleTxt |
| Phone | 7817445100 | PhoneNum |
| Signature | 2021-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN BENNETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018050001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $291,795,013 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAHEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1554 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $2,417,566 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $290,560 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,870,999 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,264,603 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $300,973,788 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $279,053,167 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,778,754 | PYInvestmentIncomeAmt |
| CY Investment Income | $876,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,652,511 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $316,276,052 | PYTotalRevenueAmt |
| CY Total Revenue | $291,194,396 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $310,797,700 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $321,718,589 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $7,210,874 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,845,401 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,845,401 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $70,208,652 | PYOtherExpensesAmt |
| CY Other Expenses | $62,302,623 | CYOtherExpensesAmt |
| PY Total Expenses | $388,217,226 | PYTotalExpensesAmt |
| CY Total Expenses | $389,866,613 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$71,941,174 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$98,672,217 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $183,310,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $218,926,928 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $117,228,213 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $153,425,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,082,366 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,501,494 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $367,454,324 | ExpenseAmt |
| Revenue | $279,053,167 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $367,454,324 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1554 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN BENNETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018050001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||
| TTEE (EX-OF), CEO (EX-OF) | 1.00 | 65.00 | Yes (X) | Yes (X) | $0 | $2,488,251 | $789,051 | |||
| LONGWORTH MD DAVID | ||||||||||
| TTEE (EX OF), PRES LHMC | 1.00 | 61.00 | Yes (X) | Yes (X) | $0 | $1,267,211 | $54,598 | |||
| D'AGOSTINO MD RICHARD S | ||||||||||
| TRUSTEE, DIVISION CHAIR | 40.00 | 2.00 | Yes (X) | $743,784 | $0 | $75,544 | ||||
| VILLANUEVA MD ANDREW G | ||||||||||
| TRUSTEE, CHIEF QUALITY OFFICER | 1.00 | 41.00 | Yes (X) | $150,987 | $567,998 | $68,315 | ||||
| HUNTER MD ALICE A | ||||||||||
| TRUSTEE | 40.00 | 2.00 | Yes (X) | $672,877 | $0 | $65,746 | ||||
| JENKINS MD ROGER L | ||||||||||
| TRUSTEE | 40.00 | 2.00 | Yes (X) | $623,889 | $0 | $68,610 | ||||
| MOURTZINOS MD ARTHUR P | ||||||||||
| TRUSTEE, PHYSICIAN | 40.00 | 2.00 | Yes (X) | $637,039 | $0 | $47,967 | ||||
| WINGER MD CHRISTINE | ||||||||||
| TRUSTEE , PHYSICIAN | 40.00 | 2.00 | Yes (X) | $560,461 | $0 | $67,432 | ||||
| SORCINI MD ANDREA P | ||||||||||
| TTEE (EX-OF), MSA PRES/PHYS | 40.00 | 2.00 | Yes (X) | $583,039 | $0 | $38,724 | ||||
| SRINIVASAN MD JAYASHRI | ||||||||||
| TRUSTEE, DIVISION CHAIR | 40.00 | 2.00 | Yes (X) | $444,156 | $0 | $63,961 | ||||
| CRAWFORD MD BETSEY | ||||||||||
| TRUSTEE | 40.00 | 2.00 | Yes (X) | $273,647 | $0 | $39,665 | ||||
| IRVING JAMES | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $16,790 | $396 | ||||
| LANG DAVID | ||||||||||
| TRUSTEE, CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BAILEY PHD ERIC M | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRANDALL ROGER W | ||||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDMONDS JANE C | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCARDLE JOAN | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORDBLOM PETER C | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PODUSKA J WILLIAM | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| REESE STUART | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| REID PONTE PATRICIA | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCHMERGEL GREG | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FISCHER STEVEN P | ||||||||||
| TREASURER (EX-OFFICIO) | 1.00 | 62.00 | Yes (X) | $0 | $1,311,136 | $430,191 | ||||
| KATZ JAMIE | ||||||||||
| CLERK (EX-OFFICIO) | 1.00 | 29.00 | Yes (X) | $0 | $934,650 | $294,544 | ||||
| BENNETT KEVIN | ||||||||||
| VP FINANCIAL SERVICES | 1.00 | 43.00 | Yes (X) | $75,384 | $301,536 | $66,920 | ||||
| LEAR MARYELLEN | ||||||||||
| ASSISTANT CLERK | 1.00 | 51.00 | Yes (X) | $0 | $128,555 | $33,143 | ||||
| MARX MD JEFFREY L | ||||||||||
| INTERIM DEPARTMENT CHAIR | 10.00 | 30.00 | $200,636 | $754,771 | $70,852 | Yes (X) | ||||
| ANTONIADES EFSTATHIOS | ||||||||||
| COO | 10.00 | 30.00 | $152,194 | $572,541 | $52,611 | Yes (X) | ||||
| CREIGHTON MD MALCOLM | ||||||||||
| DEPT CHAIR HOSP BASED SERVICES | 10.00 | 30.00 | $137,430 | $517,000 | $73,042 | Yes (X) | ||||
| LIESCHING MD TIMOTHY | ||||||||||
| CHIEF MEDICAL OFFICER | 10.00 | 31.00 | $128,868 | $484,789 | $77,871 | Yes (X) | ||||
| GALLAGHER MD DENIS W | ||||||||||
| PRESIDENT OF BILHPC | 1.00 | 42.00 | $0 | $567,413 | $57,723 | Yes (X) | ||||
| CANCELLIERI STEVEN R | ||||||||||
| VP HUMAN RESOURCES | 1.00 | 2.00 | $0 | $362,247 | $40,018 | Yes (X) | ||||
| ROBINSON MD JASON | ||||||||||
| VP HOSPITAL SERV/ACAD AFF | 10.00 | 30.00 | $44,914 | $168,959 | $48,453 | Yes (X) | ||||
| SENARIAN EMILY | ||||||||||
| VP MED SERV/AMBULATORY PERF | 10.00 | 30.00 | $45,543 | $171,328 | $35,173 | Yes (X) | ||||
| BOWEN-BENITICH BRIGITTE | ||||||||||
| VP SURGICAL SERVICES | 10.00 | 30.00 | $45,955 | $172,878 | $17,883 | Yes (X) | ||||
| GHOGAWALA MD ZOHER | ||||||||||
| DIV CHR, NEUROSURGERY & PHYS | 40.00 | 0.00 | $989,148 | $0 | $170,354 | Yes (X) | ||||
| MAGGESUBU N | ||||||||||
| PHYSICIAN | 40.00 | 0.00 | $914,647 | $0 | $70,235 | Yes (X) | ||||
| WHITMOREROBERT G | ||||||||||
| PHYSICIAN | 40.00 | 0.00 | $876,616 | $0 | $52,432 | Yes (X) | ||||
| SMAROFFGREGORY | ||||||||||
| PHYSICIAN | 40.00 | 0.00 | $799,072 | $0 | $55,248 | Yes (X) | ||||
| MOINZADEHALIREZA | ||||||||||
| PHYSICIAN | 40.00 | 0.00 | $768,643 | $0 | $63,660 | Yes (X) | ||||
| O'CONNOR TIMOTHY P | ||||||||||
| FORMER TREASURER, CFO | 1.00 | 57.00 | $0 | $2,028,890 | $1,135,564 | Yes (X) | ||||
| NESTO MD RICHARD | ||||||||||
| FORMER TREASURER | 1.00 | 58.00 | $0 | $1,753,540 | $140,737 | Yes (X) | ||||
| SPACKMAN JD DAVID G | ||||||||||
| FRMR CLERK AND GENERAL COUNSEL | 1.00 | 57.00 | $0 | $483,369 | $230,340 | Yes (X) | ||||
| LLOYD PETER R | ||||||||||
| FRMR ASST. TREAS/VP CORP. FIN. | 1.00 | 47.00 | $0 | $439,257 | $65,893 | Yes (X) | ||||
| GRANT JD MD HOWARD R | ||||||||||
| FORMER TRUSTEE, PRESIDENT | 1.00 | 54.00 | $0 | $216,335 | $0 | Yes (X) | ||||
| KASPARYAN MD NURHAN G | ||||||||||
| DIVISION CHAIR | 40.00 | 0.00 | $791,531 | $0 | $70,457 | Yes (X) | ||||
| WALD MD CHRISTOPH | ||||||||||
| FORMER DIVISION CHAIR | 40.00 | 0.00 | $612,888 | $0 | $72,970 | Yes (X) | ||||
| ROSENBLATT MD MICHAEL S | ||||||||||
| FORMER CMO HOSPITAL | 40.00 | 1.00 | $590,540 | $0 | $69,434 | Yes (X) | ||||
| LAWSON JR HAROLD E | ||||||||||
| FRMR SVP CHIEF REV OFF FINANCE | 1.00 | 48.00 | $0 | $491,891 | $63,013 | Yes (X) | ||||
| HESKETH MD PAUL J | ||||||||||
| FRMR PHYS/DIR CANCER CENTER | 40.00 | 0.00 | $483,746 | $0 | $69,274 | Yes (X) | ||||
| GUARINO RICHARD J | ||||||||||
| FRMR VP HOSP BASED CLINIC DEP | 1.00 | 60.00 | $0 | $411,508 | $66,844 | Yes (X) | ||||
| SULLIVAN MD MARY ANNA | ||||||||||
| FRMR PHYS/CMO BEHAV HEALTH | 1.00 | 1.00 | $339,042 | $0 | $0 | Yes (X) | ||||
| KALISH MD RICHARD L | ||||||||||
| FRMR PHYSICIAN/DIVISION CHAIR | 40.00 | 0.00 | $299,889 | $0 | $31,559 | Yes (X) | ||||
| BERGER ERIC D | ||||||||||
| FORMER VP SUPPLY CHAIN | 1.00 | 50.00 | $0 | $242,122 | $62,640 | Yes (X) | ||||
| ROBERTS MD PATRICIA L | ||||||||||
| FRMR DEPARTMENT CHAIR SURGERY | 40.00 | 1.00 | $229,867 | $0 | $16,660 | Yes (X) | ||||
| ROBERTSON WILLIAM | ||||||||||
| FRMR SVP & CHIEF FACIL OFFICER | 1.00 | 50.00 | $0 | $204,027 | $37,636 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,216,432 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $17,058,992 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,223,383 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDICUS ANESTHESIA SERVICES LLC | |||||
| 22 ROULSTON RD | WINDHAM | NH | 03087 | PHYSICIAN COVERAGE SERVICES | $526,943 |
| OPTUM HEALTH CARE SOLUTIONS INC | |||||
| PO BOX 860216 | MINNEAPOLIS | MN | 554860216 | PATIENT HELPLINE | $430,452 |
| PELUSO CONSTRUCTION INC | |||||
| 81 BECHAN RD | OAKHAM | MA | 01068 | CONSTRUCTION SERVICES - CAPITAL PROJECTS | $381,296 |
| SCRIBE AMERICA LLC | |||||
| PO BOX 417756 | BOSTON | MA | 02241 | SCRIBE SERVICES | $338,061 |
| MEDICUS HOSPITALISTS LLC | |||||
| 22 ROULSTON ROAD | WINDHAM | NH | 03087 | PHYSICIAN COVERAGE SERVICES | $305,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,873,452 | GovernmentGrantsAmt |
| All Other Contributions | $5,391,151 | AllOtherContributionsAmt |
| Noncash Contributions | $27,576 | NoncashContributionsAmt |
| Total Contributions | $11,264,603 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT REVENUE | 621400 | $246,124,039 | $246,124,039 | |
| OTHER PATIENT SERVICES | 621400 | $20,769,177 | $18,351,611 | $2,417,566 |
| PHYSICIAN PARTS A&T | 621400 | $8,834,283 | $8,834,283 | |
| SUPPORT FR AFFILIATES | 621400 | $3,325,668 | $3,325,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $279,053,167 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,220,643 | TotalRevenueColumnAmt |
| Exclusion | $1,220,643 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $256,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $586,788 | SecuritiesAmt |
| Other | $13,829 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$586,788 | SecuritiesAmt |
| Other | $242,771 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$344,017 | TotalRevenueColumnAmt |
| Exclusion | -$344,017 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,194,396 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $276,635,601 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,417,566 | UnrelatedBusinessRevenueAmt |
| Exclusion | $876,626 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,095,117 | TotalAmt |
| Program Services | $6,095,117 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,677,857 | TotalAmt |
| Program Services | $3,677,857 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,522,409 | TotalAmt |
| Program Services | $273,603,593 | ProgramServicesAmt |
| Management And General | $1,918,816 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,274,097 | TotalAmt |
| Program Services | $8,217,331 | ProgramServicesAmt |
| Management And General | $56,766 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,133,534 | TotalAmt |
| Program Services | $15,029,707 | ProgramServicesAmt |
| Management And General | $103,827 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,015,575 | TotalAmt |
| Program Services | $12,926,279 | ProgramServicesAmt |
| Management And General | $89,296 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,845,401 | TotalAmt |
| Fundraising | $5,845,401 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,499,758 | TotalAmt |
| Program Services | $2,906,009 | ProgramServicesAmt |
| Management And General | $593,749 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,200 | TotalAmt |
| Management And General | $43,200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,422,043 | TotalAmt |
| Program Services | $1,093,426 | ProgramServicesAmt |
| Management And General | $328,617 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,175 | TotalAmt |
| Program Services | $27,946 | ProgramServicesAmt |
| Management And General | $7,229 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,102,139 | TotalAmt |
| Program Services | $3,256,539 | ProgramServicesAmt |
| Management And General | $845,600 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,649 | TotalAmt |
| Program Services | $868,883 | ProgramServicesAmt |
| Management And General | $224,766 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,703,630 | TotalAmt |
| Program Services | $2,306,697 | ProgramServicesAmt |
| Management And General | $3,396,933 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,677 | TotalAmt |
| Program Services | $1,443,677 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINISTRATION & GENERA | $33,744,268 | $26,517,083 | $7,227,185 |
| ADMINISTRATION & GENERA | $6,493,506 | $4,766,085 | $1,727,421 |
| MEDICAL SUPPLIES | $4,721,578 | $4,718,095 | $3,483 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,866,613 | TotalAmt |
| Program Services | $367,454,324 | ProgramServicesAmt |
| Management And General | $16,566,888 | ManagementAndGeneralAmt |
| Fundraising | $5,845,401 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,939 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,573,673 | BOYAmt |
| EOY | $26,088,161 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,086,267 | BOYAmt |
| EOY | $10,920,963 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,620,003 | BOYAmt |
| EOY | $21,592,118 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,387 | BOYAmt |
| EOY | $1,605,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,790 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,558,165 | BOYAmt |
| EOY | $62,816,223 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,773,850 | BOYAmt |
| EOY | $7,806,796 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,519,444 | BOYAmt |
| EOY | $88,086,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,310,579 | BOYAmt |
| EOY | $218,926,928 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,312,176 | BOYAmt |
| EOY | $114,416,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,427 | BOYAmt |
| EOY | $5,703,094 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,225,610 | BOYAmt |
| EOY | $33,306,319 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,228,213 | BOYAmt |
| EOY | $153,425,434 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,339,876 | BOYAmt |
| EOY | $4,544,173 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,742,490 | BOYAmt |
| EOY | $60,957,321 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,082,366 | BOYAmt |
| EOY | $65,501,494 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,310,579 | BOYAmt |
| EOY | $218,926,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$98,672,217 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,898,689 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $94,192,656 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,706,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,532,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,214,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,200,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,264,603 | CurrentTaxYearAmt |
| Total | $42,919,224 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,539,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $279,311,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $293,672,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $314,330,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $279,053,167 | CurrentTaxYearAmt |
| Total | $1,448,907,566 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $295,246,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $282,843,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $303,887,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,531,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290,317,770 | CurrentTaxYearAmt |
| Total | $1,491,826,790 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $5,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,000 | CurrentTaxYearMinus1YearAmt |
| Total | $230,285 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $5,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,000 | CurrentTaxYearMinus1YearAmt |
| Total | $230,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,491,596,505 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$25,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,626 | CurrentTaxYearAmt |
| Total | $1,337,784 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$25,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,626 | CurrentTaxYearAmt |
| Total | $1,337,784 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $295,221,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $282,932,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $304,028,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,787,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,194,396 | CurrentTaxYearAmt |
| Total | $1,493,164,574 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99640 | PublicSupportPY509Pct |
| Investment Income CY | 0.00090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,332,217 | BeginningYearBalanceAmt |
| Contributions | $26,295,983 | ContributionsAmt |
| Investment Earnings Or Losses | $4,516,381 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,490,673 | OtherExpendituresAmt |
| Administrative Expenses | $30,890 | AdministrativeExpensesAmt |
| End Year Balance | $70,623,018 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,863,650 | BeginningYearBalanceAmt |
| Contributions | $11,340,327 | ContributionsAmt |
| Investment Earnings Or Losses | $329,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,174,653 | OtherExpendituresAmt |
| Administrative Expenses | $27,042 | AdministrativeExpensesAmt |
| End Year Balance | $58,332,015 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,706,597 | BeginningYearBalanceAmt |
| Contributions | $11,550,702 | ContributionsAmt |
| Investment Earnings Or Losses | $4,067,048 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,428,614 | OtherExpendituresAmt |
| Administrative Expenses | $32,083 | AdministrativeExpensesAmt |
| End Year Balance | $70,863,650 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,133,159 | BeginningYearBalanceAmt |
| Contributions | $10,144,986 | ContributionsAmt |
| Investment Earnings Or Losses | $7,153,644 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,697,434 | OtherExpendituresAmt |
| Administrative Expenses | $27,758 | AdministrativeExpensesAmt |
| End Year Balance | $63,706,597 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,134,131 | BeginningYearBalanceAmt |
| Contributions | $13,391,623 | ContributionsAmt |
| Investment Earnings Or Losses | $4,336,124 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,703,222 | OtherExpendituresAmt |
| Administrative Expenses | $25,497 | AdministrativeExpensesAmt |
| End Year Balance | $52,133,159 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS, OTHER | $44,790,252 |
| PROFESSIONAL INSURANCE RECEIVABLE | $29,885,151 |
| DEPOSIT INSURANCE RECEIVABLE | $8,029,090 |
| INTERCOMPANY RECEIVABLES | $2,551,037 |
| OTHER RECEIVABLES | $1,909,827 |
| ACCOUNTS RECEIVABLE - RESEARCH | $798,466 |
| ACCOUNTS RECEIVABLE - RENTAL AND OTHER MISCELLANEOUS BILLINGS | $99,101 |
| INVESTMENT - NEW ENGLAND COMMUNITY MEDICINE | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $88,086,924 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES | $10,341,417 |
| ESTIMATED THIRD-PARTY SETTLEMENTS, NET | $22,964,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,306,319 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,312,580,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $206,046 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,039,200,985 | OtherRevenueAmt |
| Revenue Not Reported | $6,039,407,031 | RevenueNotReportedAmt |
| Revenue Subtotal | $273,172,969 | RevenueSubtotalAmt |
| Other Revenues Not Included | $18,021,427 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,021,427 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $291,194,396 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,239,549,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,849,682,387 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,849,682,387 | ExpensesNotReportedAmt |
| Expenses Subtotal | $389,866,613 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $389,866,613 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN 2020 AND 2019, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CUSTODIAN & BANK FEES -367,642. DEFINED BENEFIT PENSION CREDIT 334,740. CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,039,233,887. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED CONTRIBUTIONS 5,390,651. RESTRICTED INVESTMENT INCOME 1,058,123. PHYSICIAN PART A AND PART T 8,834,283. SUPPORT FROM LAHEY CLINIC FOUNDATION, INC. 3,325,668. REALIZED LOSSES -587,297. ROUNDING -1. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PHYSICIAN PART A AND PART T -8,834,283. CONSOLIDATED AFFILIATES NET ELIMINATIONS 5,858,549,574. CUSTODIAN & BANK FEES -367,642. DEFINED BENEFIT PENSION CREDIT 334,740. ROUNDING -2. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | OPTHALMOLOGY | $14,810 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL HEALTH | $1,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $16,647 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,647 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY HEALTH SHARED SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 08103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $5,845,401 | RetainedByContractorAmt |
| Net To Organization | -$5,845,401 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $5,845,401 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$5,845,401 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | AS NOTED IN THIS FILING, LAHEY CLINIC, INC. (LCF) IS A SISTER-ORGANIZATION TO LAHEY HEALTH SHARED SERVICES, INC. (LHSS EIN: 04-3178972). BOTH ENTITIES ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AS PART OF ITS NETWORK SUPPORT FUNCTION LHSS PROVIDES FUNDRAISING SUPPORT AND ASSISTANCE TO LCI AND OTHER NETWORK AFFILIATES. COSTS INCURRED BY LHSS ON BEHALF OF THESE AFFILIATES ARE ALLOCATED TO, AND REPORTED BY, THE RESPECTIVE ORGANIZATIONS IN FORM 990, SCHEDULE G, SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING OR GAMING ACTIVITIES, PART I. VENDORS PERFORMING FUNDRAISING SERVICES UNDER CONTRACT WITH ARE REPORTED BY LHSS ON ITS SCHEDULE G, SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING OR GAMING ACTIVITIES, PART I. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (45 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||||||
| TTEE (EX-OF), CEO (EX-OF) | $0 | $1,716,877 | $0 | $719,125 | $0 | $52,249 | $0 | $738,626 | $0 | $50,425 | $0 | $3,277,302 | $0 | $0 |
| LONGWORTH MD DAVID | ||||||||||||||
| TTEE (EX OF), PRES LHMC | $0 | $761,809 | $0 | $372,473 | $0 | $132,929 | $0 | $27,571 | $0 | $27,027 | $0 | $1,321,809 | $0 | $0 |
| D'AGOSTINO MD RICHARD S | ||||||||||||||
| TRUSTEE, DIVISION CHAIR | $644,255 | $0 | $53,227 | $0 | $46,302 | $0 | $37,000 | $0 | $38,544 | $0 | $819,328 | $0 | $0 | $0 |
| VILLANUEVA MD ANDREW G | ||||||||||||||
| TRUSTEE, CHIEF QUALITY OFFICER | $89,792 | $337,788 | $28,294 | $106,438 | $32,901 | $123,772 | $7,770 | $29,230 | $6,576 | $24,739 | $165,333 | $621,967 | $0 | $0 |
| HUNTER MD ALICE A | ||||||||||||||
| TRUSTEE | $584,132 | $0 | $29,724 | $0 | $59,021 | $0 | $37,000 | $0 | $28,746 | $0 | $738,623 | $0 | $0 | $0 |
| JENKINS MD ROGER L | ||||||||||||||
| TRUSTEE | $577,779 | $0 | $15,277 | $0 | $30,833 | $0 | $37,000 | $0 | $31,610 | $0 | $692,499 | $0 | $0 | $0 |
| MOURTZINOS MD ARTHUR P | ||||||||||||||
| TRUSTEE, PHYSICIAN | $604,525 | $0 | $21,121 | $0 | $11,393 | $0 | $25,342 | $0 | $22,625 | $0 | $685,006 | $0 | $0 | $0 |
| WINGER MD CHRISTINE | ||||||||||||||
| TRUSTEE , PHYSICIAN | $402,264 | $0 | $47,885 | $0 | $110,312 | $0 | $37,000 | $0 | $30,432 | $0 | $627,893 | $0 | $0 | $0 |
| SORCINI MD ANDREA P | ||||||||||||||
| TTEE (EX-OF), MSA PRES/PHYS | $491,284 | $0 | $35,618 | $0 | $56,137 | $0 | $37,000 | $0 | $1,724 | $0 | $621,763 | $0 | $0 | $0 |
| SRINIVASAN MD JAYASHRI | ||||||||||||||
| TRUSTEE, DIVISION CHAIR | $400,956 | $0 | $29,152 | $0 | $14,048 | $0 | $36,556 | $0 | $27,405 | $0 | $508,117 | $0 | $0 | $0 |
| CRAWFORD MD BETSEY | ||||||||||||||
| TRUSTEE | $240,827 | $0 | $25,913 | $0 | $6,907 | $0 | $35,463 | $0 | $4,202 | $0 | $313,312 | $0 | $0 | $0 |
| FISCHER STEVEN P | ||||||||||||||
| TREASURER (EX-OFFICIO) | $0 | $812,612 | $0 | $430,208 | $0 | $68,316 | $0 | $356,595 | $0 | $73,596 | $0 | $1,741,327 | $0 | $0 |
| KATZ JAMIE | ||||||||||||||
| CLERK (EX-OFFICIO) | $0 | $625,145 | $0 | $261,938 | $0 | $47,567 | $0 | $243,128 | $0 | $51,416 | $0 | $1,229,194 | $0 | $0 |
| BENNETT KEVIN | ||||||||||||||
| VP FINANCIAL SERVICES | $60,401 | $241,603 | $12,510 | $50,040 | $2,473 | $9,893 | $7,340 | $29,361 | $6,044 | $24,175 | $88,768 | $355,072 | $0 | $0 |
| LEAR MARYELLEN | ||||||||||||||
| ASSISTANT CLERK | $0 | $127,864 | $0 | $0 | $0 | $691 | $0 | $0 | $0 | $33,143 | $0 | $161,698 | $0 | $0 |
| MARX MD JEFFREY L | ||||||||||||||
| INTERIM DEPARTMENT CHAIR | $152,032 | $571,929 | $14,248 | $53,598 | $34,356 | $129,244 | $7,770 | $29,230 | $7,109 | $26,743 | $215,515 | $810,744 | $0 | $0 |
| ANTONIADES EFSTATHIOS | ||||||||||||||
| COO | $113,942 | $428,638 | $38,134 | $143,457 | $118 | $446 | $4,146 | $15,596 | $6,902 | $25,967 | $163,242 | $614,104 | $0 | $0 |
| CREIGHTON MD MALCOLM | ||||||||||||||
| DEPT CHAIR HOSP BASED SERVICES | $106,349 | $400,076 | $13,103 | $49,293 | $17,978 | $67,631 | $7,770 | $29,230 | $7,569 | $28,473 | $152,769 | $574,703 | $0 | $0 |
| LIESCHING MD TIMOTHY | ||||||||||||||
| CHIEF MEDICAL OFFICER | $108,720 | $408,994 | $19,662 | $73,966 | $486 | $1,829 | $6,807 | $25,606 | $9,546 | $35,912 | $145,221 | $546,307 | $0 | $0 |
| GALLAGHER MD DENIS W | ||||||||||||||
| PRESIDENT OF BILHPC | $0 | $363,906 | $0 | $105,247 | $0 | $98,260 | $0 | $30,349 | $0 | $27,374 | $0 | $625,136 | $0 | $0 |
| CANCELLIERI STEVEN R | ||||||||||||||
| VP HUMAN RESOURCES | $0 | $297,492 | $0 | $57,413 | $0 | $7,342 | $0 | $28,530 | $0 | $11,488 | $0 | $402,265 | $0 | $0 |
| ROBINSON MD JASON | ||||||||||||||
| VP HOSPITAL SERV/ACAD AFF | $40,898 | $153,854 | $3,978 | $14,963 | $38 | $142 | $3,183 | $11,974 | $6,992 | $26,304 | $55,089 | $207,237 | $0 | $0 |
| SENARIAN EMILY | ||||||||||||||
| VP MED SERV/AMBULATORY PERF | $41,531 | $156,237 | $3,978 | $14,963 | $34 | $128 | $2,621 | $9,860 | $4,765 | $17,927 | $52,929 | $199,115 | $0 | $0 |
| BOWEN-BENITICH BRIGITTE | ||||||||||||||
| VP SURGICAL SERVICES | $41,890 | $157,588 | $3,978 | $14,963 | $87 | $327 | $3,210 | $12,077 | $545 | $2,051 | $49,710 | $187,006 | $0 | $0 |
| GHOGAWALA MD ZOHER | ||||||||||||||
| DIV CHR, NEUROSURGERY & PHYS | $805,956 | $0 | $78,750 | $0 | $104,442 | $0 | $126,813 | $0 | $43,541 | $0 | $1,159,502 | $0 | $0 | $0 |
| MAGGESUBU N | ||||||||||||||
| PHYSICIAN | $739,521 | $0 | $14,478 | $0 | $160,648 | $0 | $37,000 | $0 | $33,235 | $0 | $984,882 | $0 | $0 | $0 |
| WHITMOREROBERT G | ||||||||||||||
| PHYSICIAN | $811,333 | $0 | $28,623 | $0 | $36,660 | $0 | $19,742 | $0 | $32,690 | $0 | $929,048 | $0 | $0 | $0 |
| SMAROFFGREGORY | ||||||||||||||
| PHYSICIAN | $730,942 | $0 | $67,320 | $0 | $810 | $0 | $23,278 | $0 | $31,970 | $0 | $854,320 | $0 | $0 | $0 |
| MOINZADEHALIREZA | ||||||||||||||
| PHYSICIAN | $644,809 | $0 | $52,920 | $0 | $70,914 | $0 | $28,878 | $0 | $34,782 | $0 | $832,303 | $0 | $0 | $0 |
| O'CONNOR TIMOTHY P | ||||||||||||||
| FORMER TREASURER, CFO | $0 | $640,961 | $0 | $316,540 | $0 | $1,071,389 | $0 | $1,102,107 | $0 | $33,457 | $0 | $3,164,454 | $0 | $0 |
| NESTO MD RICHARD | ||||||||||||||
| FORMER TREASURER | $0 | $769,978 | $0 | $287,208 | $0 | $696,354 | $0 | $57,751 | $0 | $82,986 | $0 | $1,894,277 | $0 | $0 |
| SPACKMAN JD DAVID G | ||||||||||||||
| FRMR CLERK AND GENERAL COUNSEL | $0 | $57,605 | $0 | $30,000 | $0 | $395,764 | $0 | $227,298 | $0 | $3,042 | $0 | $713,709 | $0 | $0 |
| LLOYD PETER R | ||||||||||||||
| FRMR ASST. TREAS/VP CORP. FIN. | $0 | $327,840 | $0 | $67,067 | $0 | $44,350 | $0 | $37,000 | $0 | $28,893 | $0 | $505,150 | $0 | $0 |
| GRANT JD MD HOWARD R | ||||||||||||||
| FORMER TRUSTEE, PRESIDENT | $0 | $0 | $0 | $0 | $0 | $216,335 | $0 | $0 | $0 | $0 | $0 | $216,335 | $0 | $0 |
| KASPARYAN MD NURHAN G | ||||||||||||||
| DIVISION CHAIR | $704,936 | $0 | $64,920 | $0 | $21,675 | $0 | $37,000 | $0 | $33,457 | $0 | $861,988 | $0 | $0 | $0 |
| WALD MD CHRISTOPH | ||||||||||||||
| FORMER DIVISION CHAIR | $573,627 | $0 | $28,250 | $0 | $11,011 | $0 | $38,013 | $0 | $34,957 | $0 | $685,858 | $0 | $0 | $0 |
| ROSENBLATT MD MICHAEL S | ||||||||||||||
| FORMER CMO HOSPITAL | $477,663 | $0 | $0 | $0 | $112,877 | $0 | $36,542 | $0 | $32,892 | $0 | $659,974 | $0 | $0 | $0 |
| LAWSON JR HAROLD E | ||||||||||||||
| FRMR SVP CHIEF REV OFF FINANCE | $0 | $391,716 | $0 | $94,760 | $0 | $5,415 | $0 | $30,349 | $0 | $32,664 | $0 | $554,904 | $0 | $0 |
| HESKETH MD PAUL J | ||||||||||||||
| FRMR PHYS/DIR CANCER CENTER | $451,428 | $0 | $15,708 | $0 | $16,610 | $0 | $34,298 | $0 | $34,976 | $0 | $553,020 | $0 | $0 | $0 |
| GUARINO RICHARD J | ||||||||||||||
| FRMR VP HOSP BASED CLINIC DEP | $0 | $330,073 | $0 | $28,894 | $0 | $52,541 | $0 | $38,105 | $0 | $28,739 | $0 | $478,352 | $0 | $0 |
| SULLIVAN MD MARY ANNA | ||||||||||||||
| FRMR PHYS/CMO BEHAV HEALTH | $318,744 | $0 | $0 | $0 | $20,298 | $0 | $0 | $0 | $0 | $0 | $339,042 | $0 | $0 | $0 |
| KALISH MD RICHARD L | ||||||||||||||
| FRMR PHYSICIAN/DIVISION CHAIR | $240,998 | $0 | $29,491 | $0 | $29,400 | $0 | $29,924 | $0 | $1,635 | $0 | $331,448 | $0 | $0 | $0 |
| BERGER ERIC D | ||||||||||||||
| FORMER VP SUPPLY CHAIN | $0 | $188,600 | $0 | $40,040 | $0 | $13,482 | $0 | $26,942 | $0 | $35,698 | $0 | $304,762 | $0 | $0 |
| ROBERTS MD PATRICIA L | ||||||||||||||
| FRMR DEPARTMENT CHAIR SURGERY | $0 | $0 | $100,000 | $0 | $129,867 | $0 | $16,660 | $0 | $0 | $0 | $246,527 | $0 | $0 | $0 |
| ROBERTSON WILLIAM | ||||||||||||||
| FRMR SVP & CHIEF FACIL OFFICER | $0 | $137,844 | $0 | $14,300 | $0 | $51,883 | $0 | $20,400 | $0 | $17,236 | $0 | $241,663 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. FORMER ASSISTANT CLERK -- SEACOAST NURSING AND REHABILITATION CENTER, INC. FORMER ASSISTANT CLERK - CAB HEALTH & RECOVERY SERVICES, INC. FORMER ASSISTANT CLERK, DIRECTOR LEGAL SUPPORT SERVICES - HEALTH & EDUCATION HOUSING SERVICES, 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. 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 GHOGAWALA, M.D., ZOHER DIVISION CHAIR, NEUROSURGERY LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 805,956 INCENTIVE COMPENSATION: 78,750 OTHER REPORTABLE COMPENSATION: 104,442 DEFERRED COMPENSATION: 126,813 NON-TAXABLE BENEFITS: 43,541 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. GHOGAWALA INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $204,442. OF THIS AMOUNT, $100,000 IS UNVESTED. MAGGE, SUBU N. PHYSICIAN LAHEY CLINIC, INC, PAYMENTS REPORTED BY: LC BASE COMPENSATION: 739,521 INCENTIVE COMPENSATION: 14,478 OTHER REPORTABLE COMPENSATION: 160,648 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 33,235 OTHER REPORTABLE COMPENSATION FOR DR. MAGGE INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $144,199. |
| WHITMORE M.D., ROBERT G | PHYSICIAN LAHEY CLINIC., INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 811,333 INCENTIVE COMPENSATION: 28,623 OTHER REPORTABLE COMPENSATION: 36,660 DEFERRED COMPENSATION: 19,742 NON-TAXABLE BENEFITS: 32,690 OTHER REPORTABLE COMPENSATION FOR DR. WHITMORE INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $36,120. SMAROFF M.D., GREGORY CHIEF PHYSICIST, DIAGNOSTIC RADIOLOGY LAHEY CLINIC HOSPITAL, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 730,942 INCENTIVE COMPENSATION: 67,320 OTHER REPORTABLE COMPENSATION: 810 DEFERRED COMPENSATION: 23,278 NON-TAXABLE BENEFITS: 31,970 MOINZADEH, ALIREZA PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 644,809 INCENTIVE COMPENSATION: 52,920 OTHER REPORTABLE COMPENSATION: 70,914 DEFERRED COMPENSATION: 28,878 NON-TAXABLE BENEFITS: 34,782 OTHER REPORTABLE COMPENSATION FOR DR. MOINZADEH INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $69,504. 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. 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 KASPARYAN, M.D., NURHAN G PHYSICIAN, FORMER DIVISION CHAIR PAYMENTS REPORTED BY: LC BASE COMPENSATION: 704,936 INCENTIVE COMPENSATION: 64,920 OTHER REPORTABLE COMPENSATION: 21,675 DEFERRED COMPENSATION: 37,000 NON-TAXABLE BENEFITS: 33,457 WALD, M.D., CHRISTOPH PHYSICIAN, FORMER DIVISION CHAIR PAYMENTS REPORTED BY: LC BASE COMPENSATION: 573,627 INCENTIVE COMPENSATION: 28,250 OTHER REPORTABLE COMPENSATION: 11,011 DEFERRED COMPENSATION: 38,013 NON-TAXABLE BENEFITS: 34,957 OTHER REPORTABLE COMPENSATION FOR DR. WALD INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $4,825. |
| 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. HESKETH, M.D., PAUL J. PHYSICIAN, FORMER DIRECTOR CANCER LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 451,428 INCENTIVE COMPENSATION: 15,708 OTHER REPORTABLE COMPENSATION: 16,610 DEFERRED COMPENSATION: 34,298 NON-TAXABLE BENEFITS: 34,976 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 MAH'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. SULLIVAN, M.D., MARY ANNA PHYSICIAN, FORMER CMO BEHVIORAL HEALTH LAHEY CLINIC, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 318,744 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 20,298 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 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. O'CONNOR, TIMOTHY FINANCE INTEGRATION LEAD, BETH ISRAEL LAHEY HEALTH FORMER CHIEF FINANCIAL OFFICER -- LAHEY HEALTH SYSTEM INC. 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2019K | ||||||||
| A | 043431814 | 57584YTK5 | 2019-07-31 | $211,922,775 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2018J-1 J-2 | ||||||||
| B | 043431814 | 57584YJW0 | 2018-06-13 | $479,594,374 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2016I | ||||||||
| C | 043431814 | 57584XMT5 | 2016-05-12 | $257,611,877 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES F | ||||||||
| D | 042323457 | NONEXXXXX | 2015-10-21 | $262,828,878 | RETIRE BONDS & CAP ACQUISITION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,810,000 | $211,922,775 | $2,931,137 | $208,991,638 | 0 | 0 | 0 | Yes (1) | ||||
| B | $2,641,000 | $501,349,942 | $4,594,374 | 0 | 0 | 0 | Yes (1) | $178,003,455 | $318,752,113 | |||
| C | $15,035,000 | $257,618,370 | $2,515,889 | $236,095,988 | 0 | Yes (1) | Yes (1) | Yes (1) | $19,006,493 | 2016 | ||
| D | $28,000,000 | $262,952,782 | $3,129,474 | $160,202,232 | Yes (1) | Yes (1) | 0 | Yes (1) | $89,917,238 | $4,846,373 | $4,857,465 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A, ENTITY 1: | PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW A, COLUMN F: THE ISSUE REFUNDED ISSUES DATED 06/09/2008, 11/30/2005, 6/16/2003, AND 6/4/1998. |
| BOND B, ENTITY 1: | PART I, ROW B, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2015 H-1 | ||||||||
| A | 043431814 | 57584XDH1 | 2015-09-02 | $203,702,204 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES E | ||||||||
| B | 043431814 | NONEXXXXX | 2013-03-07 | $130,000,000 | POWER PLANT & CAPITAL AQUISITION | 0 | 0 | 0 |
| MDFA - SERIES 2012G | ||||||||
| C | 043431814 | NONEXXXXX | 2012-07-11 | $49,910,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
| MDFA - SERIES 2011F-1 F-2 F-3 | ||||||||
| D | 043431814 | NONEXXXXX | 2011-09-15 | $120,280,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $63,880,000 | $203,702,204 | $2,348,479 | $201,353,725 | 2015 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $90,470,000 | $130,050,301 | $500,000 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $129,550,301 | |
| C | $49,910,000 | $368,094 | $49,541,906 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $102,480,000 | $120,280,000 | $290,672 | $119,989,328 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00500 | 0.00400 | 0.00900 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 | |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHEFA - WINCHESTER SERIES F | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042456011 | BondIssuerEIN |
| CUSIP | 57586CDD4 | CUSIPNum |
| Bond Issued | 2004-07-08 | BondIssuedDt |
| Issue Price | $30,340,000 | IssuePriceAmt |
| Purpose | SERIAL BOND SERIES F - ADV REFUND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,900,000 | RetiredAmt |
| Total Proceeds | $30,340,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $412,448 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $29,927,552 | OtherSpentProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| B CRAWFORD | |||
| FAMILY MEMBER OF G. ORFANOS | $390,437 | COMPENSATION | 0 |
| P ROBERTS | |||
| FAMILY MEMBER OF A. ROSENBLATT | $44,042 | COMPENSATION | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV: | FormAndLineReferenceDesc |
| Explanation | BETSEY CRAWFORD, A TRUSTEE AT LAHEY CLINIC (LC), IS THE WIFE OF GERRY ORFANOS WHO IS A PHYSICIAN AT LC. DR. ORFANOS' SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2019 INCLUDE:BASE COMPENSATION: $275,094INCENTIVE COMPENSATION: $37,702OTHER REPORTABLE COMPENSATION: $7,869DEFERRED COMPENSATION: $36,010NON-TAXABLE BENEFITS: $33,762PATRICIA L. ROBERTS, WAS A KEY EMPLOYEE AT LC ANDIS THE MOTHER OF ANDREW ROSENBLATT, WHO IS A RESEARCH ASSOCIATE AT LC. HIS SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2019 INCLUDE:BASE COMPENSATION: $43,178INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $0DEFERRED COMPENSATION: $864NON-TAXABLE BENEFITS: $0VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF LC MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO LC. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. LC MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, LC MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE LC CONFLICT OF INTEREST POLICIES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,076 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EDU. & SUPPLIES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENTS COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LAHEY CLINIC, INC. REPORTS EACH SEPARATE GIFT AS AN ITEM FOR PURPOSES OF REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE MISSION OF LAHEY CLINIC (LC) IS TO PROVIDE THE HIGHEST QUALITY INTERDISCIPLINARY AND COORDINATED PATIENT CARE LEADING TO THE BEST POSSIBLE OUTCOMES AND EXPERIENCES FOR EVERY PATIENT, ADVANCING MEDICINE THROUGH RESEARCH, EDUCATING TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE DIVERSE COMMUNITIES SERVED. LAHEY CLINIC ACCOMPLISHES THESE MISSIONS IN CONJUNCTION WITH THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER AND THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES AS DESCRIBED FURTHER IN THIS FORM 990. |
| PART III, LINE 1: | LAHEY CLINIC (LC) PROVIDES THE HIGHEST QUALITY INTERDISCIPLINARY AND COORDINATED PATIENT CARE LEADING TO THE BEST POSSIBLE OUTCOMES AND EXPERIENCES FOR EVERY PATIENT, ADVANCING MEDICINE THROUGH RESEARCH AND EDUCATING TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE DIVERSE COMMUNITIES SERVED. LAHEY CLINIC ACCOMPLISHES THESE MISSIONS IN CONJUNCTION WITH THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER AND 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 GROUND BREAKING 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. |
| PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | OVERALL FOCUS AND EMERGENCY CARE THE LAHEY CLINIC (LC) IS A MULTI-SPECIALTY GROUP PRACTICE THAT OPERATES IN SEVERAL COMMUNITY SITES PROVIDING OUTPATIENT, DIAGNOSTIC, THERAPEUTIC, EMERGENCY AND INPATIENT HEALTH CARE SERVICES. LC EMPLOYS PHYSICIANS IN OVER 40 MEDICAL AND SURGICAL SPECIALTIES, INCLUDING PRIMARY CARE. THE PHYSICIANS OF LAHEY CLINIC, INC. PROVIDE TERTIARY CARE IN TWO LOCATIONS OF A LICENSED HOSPITAL THAT IS COMPRISED OF 345 LICENSED BEDS AS WELL AS OTHER MEDICAL OFFICES IN THE COMMUNITY. THE PHYSICIANS AND MEDICAL STAFF OF LC TREAT MORE THAN ONE MILLION PATIENTS AT THE PHYSICIAN OFFICES, OVER 59,000 IN THE EMERGENCY ROOM AND PROVIDE OVER 17,000 SURGICAL PROCEDURES AND HOSPITAL DISCHARGES OF APPROXIMATELY 21,000 PATIENTS ON AN ANNUAL BASIS. LC PHYSICIANS PROVIDE EMERGENCY CARE TO PATIENTS IN LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC)'S EMERGENCY DEPARTMENT IN BURLINGTON, MASSACHUSETTS 24 HOURS A DAY, 7 DAYS A WEEK. AS A LEVEL I TRAUMA CENTER LC SURGEONS ARE AVAILABLE TO TREAT THE MOST CRITICALLY INJURED AND ILL PATIENTS WITHIN 15 MINUTES OF THEIR ARRIVAL AT LHMC. THE EMERGENCY DEPARTMENT PHYSICIANS ALSO SERVE AS "MEDICAL CONTROL" FOR VARIOUS AREA AMBULANCE SERVICES, FOR WHICH THEY DIRECT PRE-HOSPITALIZATION CARE BY RADIO TO PARAMEDICS AND EMERGENCY MEDICAL TECHNICIANS IN THE FIELD. LC PHYSICIANS ALSO PROVIDE 24-HOUR EMERGENCY CARE TO PATIENTS AT THE LHMC PEABODY CAMPUS IN ADDITION, LC PHYSICIANS TRAIN RESIDENTS FROM THE BOSTON UNIVERSITY EMERGENCY MEDICINE PROGRAM. THESE RESIDENT COMPLETE ROTATIONS AT LHMC UNDER THE SUPERVISION OF LC PHYSICIANS DURING THEIR SECOND AND FOURTH YEARS OF STUDY. ADDITIONAL INFORMATION RELATED TO THE RESIDENT TRAINING PROGRAM IS INCLUDED IN THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC) FORM 990 SCHEDULE H. |
| PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | ANCILLARY SERVICES: RADIOLOGY, DIAGNOSTIC CARE AND TREATMENT LAHEY CLINIC (LC) PHYSICIANS PROVIDE, REVIEW AND INTERPRET A WIDE RANGE OF DIAGNOSTIC AND INTERVENTIONAL SERVICES CURRENTLY AVAILABLE IN IMAGING. THE TEAM OF MORE THAN 40 BOARD CERTIFIED RADIOLOGISTS PROVIDES SUBSPECIALTY EXPERTISE IN BREAST IMAGING, CT SCAN, GASTROINTESTINAL IMAGING, GENITOURINARY IMAGING, INTERVENTIONAL RADIOLOGY, INTERVENTIONAL NEURORADIOLOGY, MRI, MUSCULOSKELETAL IMAGING, NEURORADIOLOGY, NUCLEAR MEDICINE (INCLUDING SINGLE-PHOTON EMISSION COMPUTED TOMOGRAPHY SCANNING CAPABILITIES AND A RADIONUCLIDE THERAPY PROGRAM), PET/CT IMAGING, THORACIC IMAGING, ULTRASOUND, VASCULAR IMAGING AND WOMEN'S IMAGING. LHMC DIAGNOSTIC RADIOLOGY IS ENTIRELY DIGITAL AND LC PHYSICIANS ARE TRAINED TO INTERPRET SCANS AND IMAGES ON ONE OF THE MOST COMPREHENSIVE PACS (PICTURE ARCHIVAL COMMUNICATIONS SYSTEM) SYSTEMS IN THE COUNTRY. LC PATIENTS RECEIVE THE MOST ACCURATE DIAGNOSES FROM LC TRAINED PHYSICIANS USING DIAGNOSTIC MODALITIES SUCH AS DIGITAL MAMMOGRAPHY INCLUDING 3-D TOMOSYNTHESIS, CT SCANNERS WITH RADIATION DOSE REDUCTION SOFTWARE, A BARIATRIC CT SCANNER AND MRI UNITS INCLUDING AN OPEN MAGNET AND A 3-TESLA MAGNET. PHYSICIANS AT THE LHMC BURLINGTON CAMPUS ALSO OFFER A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES WORKING IN A MULTIDISCIPLINARY MANNER WITH THE CARDIOLOGISTS AND PROVIDING CARE INCLUDING A CARDIAC CARE IN THE CARDIAC CATHETERIZATION AND ELECTROPHYSIOLOGY LABORATORIES. LC PHYSICIANS REVIEW AND INTERPRET MORE THAN 350,000 IMAGING EXAMINATIONS ANNUALLY IN THREE LOCATIONS: LAHEY HOSPITAL & MEDICAL CENTER (LHMC), BURLINGTON, LAHEY MEDICAL CENTER, PEABODY AND LAHEY OUTPATIENT CENTER, LEXINGTON. AS NOTED FURTHER IN THE FORM 990 SCHEDULE H OF LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC), LHMC IS A TEACHING HOSPITAL FOR THE TUFTS UNIVERSITY SCHOOL OF MEDICINE. LAHEY CLINIC BOARD CERTIFIED RADIOLOGISTS, TRAIN THE RADIOLOGISTS OF TOMORROW AS PART OF LC'S COMMITMENT TO MEDICAL EDUCATION. RESIDENTS PARTICIPATE IN A FOUR-YEAR RADIOLOGY RESIDENCY PROGRAM AND POST-RESIDENCY FELLOWSHIP TRAINING IS ALSO OFFERED IN FIELDS SUCH AS ABDOMINAL IMAGING, MUSCULOSKELETAL IMAGING AND INTERVENTIONAL NEURORADIOLOGY. INTERVENTIONAL RADIOLOGY AND RADIATION ONCOLOGY IN ADDITION TO THE DIAGNOSTIC CARE NOTED ABOVE, LAHEY CLINIC (LC) RADIOLOGISTS TREAT PATIENTS DIRECTLY IN AREAS SUCH AS INTERVENTIONAL RADIOLOGY AND ONCOLOGY. AS PART OF LHMC'S INTERVENTIONAL RADIOLOGY, LC PHYSICIANS PROVIDE STATE-OF-THE-ART 3-D AND BIPLANE INTERVENTIONAL ANGIOGRAPHY, AS WELL AS INTERVENTIONAL RADIOLOGY PROCEDURES IN SUCH SUBSPECIALTIES AS INVASIVE CARDIOLOGY, PERIPHERAL VASCULAR AND UROLOGY PROCEDURES AS WELL AS A DEDICATED INTERVENTIONAL NEURORADIOLOGY SERVICE WHERE PHYSICIANS PROVIDE INNOVATIVE IMAGING-GUIDED PROCEDURES FOR PATIENTS DIAGNOSED WITH VASCULAR (BLOOD VESSEL) DISEASES OF THE CENTRAL NERVOUS SYSTEM, INCLUDING THE BRAIN AND SPINE. LC PHYSICIANS ARE EXPERT IN THE INTERVENTIONAL TREATMENT OF ACUTE STROKES, ANEURYSMS, AND ARTERIOVENOUS MALFORMATIONS (AVMS), A CONGENITAL CONDITION INVOLVING A TANGLE OF ABNORMALLY CONNECTED ARTERIES AND VEINS IN THE HEAD. IN ADDITION, LC'S MULTIDISCIPLINARY APPROACH MEANS THAT RADIOLOGISTS WORK CLOSELY WITH OTHER CLINICAL DEPARTMENTS AND LC PHYSICIAN SPECIALISTS PRACTICING IN AREAS SUCH AS ENDOCRINOLOGY, NEUROLOGY AND NEUROSURGERY, ORTHOPAEDICS AND CARDIOLOGY (INCLUDING A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES IN THE CARDIAC CATHETERIZATION AND ELECTROPHYSIOLOGY LABORATORIES). THIS MULTIDISCIPLINARY APPROACH ENSURES THE BEST OPTIONS AND BEST COURSE OF TREATMENT FOR PATIENTS. THESE PROCEDURES BENEFIT PATIENTS OFFERING A MINIMALLY INVASIVE OPTION WHEN POSSIBLE, THEREBY ELIMINATING THE NEED FOR OPEN SURGERY, TREATING CONDITIONS THAT ARE OTHERWISE DIFFICULT TO TREAT OR ARE UNTREATABLE BY OPEN SURGERY AND ALLOWING FOR SHORTER PATIENT RECOVERY TIMES. THE LAHEY TEAM HAS PERFORMED MORE THAN 5,000 PROCEDURES IN THE AREAS DESCRIBED ABOVE. PHYSICIANS WITHIN THE LAHEY CLINIC (LC) DEPARTMENT OF RADIATION ONCOLOGY PROVIDE COMPREHENSIVE TREATMENT FOR PATIENTS WITH CANCER THROUGH THE USE OF THREE LINEAR ACCELERATORS AND SOPHISTICATED COMPUTER EQUIPMENT FOR TREATMENT PLANNING, WHICH INCLUDES CAT SIMULATORS, AND THEY ALSO PROVIDE ONGOING FOLLOW-UP CARE FOR ONCOLOGY PATIENTS THROUGH OTHER DEPARTMENTAL SERVICES INCLUDING A FULLY ACCREDITED MAMMOGRAPHY SERVICE, MAGNETIC RESONANCE MAMMOGRAPHY AND ULTRASOUND SERVICES THE PATIENT CARE TREATMENT PHILOSOPHY IS ROOTED IN TEAMWORK, EASE OF ACCESS AND PATIENT EMPOWERMENT. RECOGNIZING THAT EACH PATIENT'S ONCOLOGY NEEDS ARE UNIQUE, LAHEY OFFERS A FULL RANGE OF TREATMENT OPTIONS TO MEET THE SPECIFIC NEEDS OF EACH PATIENT. EMBRACING A TEAM APPROACH THAT INVOLVES THE PATIENT EVERY STEP OF THE WAY ALLOWS LC PHYSICIANS TO PAVE THE WAY FOR SUPERIOR OUTCOMES, INCREASED PATIENT SATISFACTION AND, MOST IMPORTANT OF ALL, A HIGHER RATE OF SURVIVORSHIP. IN CONJUNCTION WITH ONCOLOGY CARE, LC PHYSICIANS COORDINATE MULTIDISCIPLINARY CARE FOR PATIENTS WORKING WITH TEAMS IN OTHER DEPARTMENTS AS NECESSARY, SUCH AS HEMATOLOGY, CANCER SERVICES AND THE FAMILIAL CANCER RISK ASSESSMENT CENTER. THIS COLLABORATION ALLOWS PHYSICIANS TO PROVIDE PERSONALIZED, COMPASSIONATE CARE TO PATIENTS. THIS SAME MULTIDISCIPLINARY APPROACH ALSO EXTENDS TO POST-CANCER CARE. |
| PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: | GENERAL MEDICINE PRIMARY CARE AND ENDOSCOPY: GENERAL INTERNAL MEDICINE PHYSICIANS OFFER A LARGE COMPREHENSIVE CARE TEAM FOR PRIMARY HEALTH CARE NEEDS IN A MODERN PATIENT CENTER IN BURLINGTON AS WELL AS IN COMMUNITY BASED SETTINGS IN LEXINGTON, PEABODY AND OTHER COMMUNITY LOCATIONS THROUGHOUT NORTHEASTERN MASSACHUSETTS. PRIMARY CARE PHYSICIANS (PCPS) ARE MEDICAL DOCTORS WHO GENERALLY PROVIDE THE FIRST CONTACT FOR A PATIENT WITH A NON-EMERGENT UNDIAGNOSED HEALTH CONCERN, AS WELL AS CONTINUING CARE FOR A VARIETY OF MEDICAL CONDITIONS. THE PATIENT CARE FACILITY IN BURLINGTON SUPPLEMENTS PRIMARY CARE WITH A RADIOLOGY SUITE FOR X-RAYS, A PHLEBOTOMY STATION FOR BLOOD DRAWS, AND A PHARMACY TO HELP PROVIDE SEAMLESS CARE FOR LC PATIENTS. AS EXPERTS IN ADULT MEDICINE, LAHEY CLINIC PRIMARY CARE PROVIDERS WORK TOGETHER IN TEAMS TO DELIVER COMPREHENSIVE AND COMPASSIONATE HEALTH CARE. IN A TYPICAL FISCAL YEAR, APPROXIMATELY 60 PRIMARY CARE AND ADVANCED PRACTITIONERS WILL SEE 125,000 PATIENTS ANNUALLY IN THE BURLINGTON LOCATION ALONE. ENDOSCOPY SPECIALISTS AT THE LAHEY CLINIC TREAT PATIENTS IN THE LHMC ENDOSCOPY CENTER, PROVIDING A FULL RANGE OF ENDOSCOPY CARE, WHETHER PATIENTS NEED A DIAGNOSIS OR TREATMENT FOR A GASTROINTESTINAL, COLON OR RECTAL CONDITION. THIS STATE-OF-THE-ART ENDOSCOPY CENTER RECENTLY EXPANDED TO MORE THAN 13,000 SQUARE FEET TO MEET INCREASING PATIENT DEMAND WHILE ENHANCING A PATIENT'S EXPERIENCE. THE NEW FACILITY INCLUDES BOTH REGULAR AND ADVANCED PROCEDURE ROOMS, PRE-PROCEDURE AND POST-PROCEDURE BAYS FOR BOTH OUTPATIENTS AND INPATIENTS, LIGHT-FILLED WAITING ROOMS AND ITS OWN ENTRANCE AND PARKING LOT. THE SPACE ALSO INCLUDES UPDATED IMAGING EQUIPMENT, ADVANCED REPROCESSING TECHNOLOGY AND SEPARATE PROCESSES SUPPORTING THE DIFFERENCES BETWEEN OUTPATIENTS AND INPATIENTS. ADDITIONALLY, THIS NEW UNIT HAS THE LARGEST AUTOMATED CLEANING SYSTEM IN THE REGION, WHICH REDUCES THE RISK OF HUMAN ERROR AND CROSS-CONTAMINATION, ENSURING SAFE, PATIENT-READY ENDOSCOPES FOR EVERY PROCEDURE. LC ENDOSCOPY SPECIALISTS PERFORM SCEENINGS AND PROCEDURES FOR CONDITIONS OF THE LIVER, BILIARY TREE, PANCREAS AND GASTROINTESTINAL TRACT, INCLUDING ESOPHAGUS, COLON AND RECTUM. PROCEDURES INCLUDE EVERYTHING FROM COLON CANCER SCREENINGS TO TREATMENTS FOR SWALLOWING DISORDERS, BILE DUCT DISORDERS, MOTILITY PROCEDURES, INCLUDING TESTS THAT MEASURE ACID REFLUX, CHECK PH LEVELS AND/OR MEASURE THE MUSCLE STRENGTH IN A PATIENT'S ESOPHAGUS AS WELL AS TUMOR DIAGNOSIS USING ENDOSCOPIC ULTRASOUND. PHYSICIANS ALSO OFFER MANY ADVANCED PROCEDURES SUCH AS ENTEROSCOPY, ERCP (ENDOSCOPIC RETROGRADE CHOLANGIOPANCREATOGRAPHY) AND EUC (ENDOSCOPIC ULTRASOUND) WHICH ALLOW THESE SPECIALISTS TO VIEW AND TREAT CONDITIONS IN HARD-TO-REACH AREAS OF THE BILE DUCTS, PANCREAS AND SMALL INTESTINES. AS TEACHING PHYSICIANS, THESE SPECIALISTS ARE AT THE FOREFRONT OF FINDING NEW WAYS TO USE ENDOSCOPIC TOOLS AND PROCEDURES TO IMPROVE CARE AND TREATMENTS. ADVANCED TECHNOLOGY AIDS LC PHYSICIANS IN MAKING A MORE PRECISE DIAGNOSIS WHICH IN TURN, ALLOWS FOR MORE TARGETED TREATMENTS FOR CONDITIONS THAT CAN BE DIFFICULT TO PINPOINT. PATIENTS RECEIVE A DIAGNOSIS AND CARE QUICKLY THROUGH LAHEY'S ENDOSCOPY ON DEMAND SERVICE. A PATIENT'S PRIMARY CARE DOCTOR CAN REFER THEM AND SCHEDULE DIAGNOSTIC AND URGENT THERAPEUTIC PROCEDURES FOR THE PATIENT RIGHT AWAY. A GASTROENTEROLOGIST WILL THEN DISCUSS THE RESULTS WITH THE PATIENT AND THEIR DOCTOR. |
| PART III, LINE 4D, PROGRAM SERVICE ACCOMPLISHMENTS: | 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. |
| PART IV, LINE 12: | THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2020 THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. |
| 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, INC. DURING THIS SAME PERIOD, LAHEY CLINIC, 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, INC'S BALANCE SHEET. |
| 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 IV, LINE 11F: | EACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEMRECOGNIZES 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 LAHEY CLINIC, INC. 04-2704683 MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE SYSTEM DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITION 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, INC.. |
| FORM 990, PART VI, SECTION A, LINE 7A | LAHEY CLINIC, 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, INC. HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN LAHEY CLINIC, 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, 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 LCI 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, LAHEY CLINIC, INC.'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF LAHEY CLINIC'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | LAHEY CLINIC, 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, 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, INC. IS PROVIDED TO THE LAHEY CLINIC, 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, 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, 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, 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 C, LINE 19 | LAHEY CLINIC, INC.'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 |
| PART VI, LINE 15 | AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC, INC IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC, 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, 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, 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 XI, LINE 9: | NET ASSETS RELEASED FROM DONOR RESTRICTIONS FOR OPERATIONS -8,074,049. NET ASSETS RELEASED FROM DONOR RESTRICTIONS FOR PP&E -5,590,905. TRANSFER OF NET ASSETS 107,857,610. REALIZED GAINS (LOSSES) ON SALE OF SECURITIES SUPPORT FROM LAHEY CLINIC FOUNDATION, INC. INVESTMENT INCOME ROUNDING |
| 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 LAHEY CLINIC, INC. 04-2704683 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 AFFILIATES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORD SPECIALISTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL RD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352181829 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (59 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON GILBERT SOCIETY INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 464371382 | SUPPORT | MA | 501(C)(3) | 7 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| ANNA JAQUES HOSPITAL | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01950 | 042104338 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| 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 | Yes (1) | |||||||
| BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE | ||||||||||||||||
| 930 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 043521077 | SCIENTIFIC & MEDICAL RESEARCH | MA | 501(C)(3) | 7 | Yes (1) | |||||||
| BETH ISRAEL ANAESTHESIA FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042997215 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL COMMUNITY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(3) | 7 | Yes (1) | N/A | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 364803234 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043079630 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 208253452 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043030397 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 020671240 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS HOSPITAL MILTON INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 042103604 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC | ||||||||||||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | 043229679 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC | ||||||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 222667354 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP | ||||||||||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043200113 | SUPPORT | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| 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 | Yes (1) | |||||||
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042103881 | THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | 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 | Yes (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 | Yes (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 | Yes (1) | |||||||
| BETH ISRAEL LAHEY HEALTH INC | ||||||||||||||||
| 20 UNIVERSITY ROAD | CAMBRIDGE | MA | 02138 | 832671600 | SUPPORT | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | ||||||
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF | ||||||||||||||||
| 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 | Yes (1) | |||||||
| BIH RADIOLOGIC FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042571853 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| CAB HEALTH AND RECOVERY SERVICES INC | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042400270 | SUBSTANCE ABUSE | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| CAREGROUP PARMENTER HOME CARE & HOSPICE INC | ||||||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 473111453 | HOME CARE & HOSPICE | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| COMMUNITY PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 043243146 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 3 | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| CONTINUING 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 | Yes (1) | |||||||
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 222768204 | GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| HEALTH AND EDUCATION HOUSING SERVICES INC | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 223232914 | HUD HOUSING | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| JORDAN PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 043228556 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 10 | Yes (1) | |||||||
| LAHEY CLINIC CANADIAN FOUNDATION | ||||||||||||||||
| FUNDRSG ORG | 0 | N/A | 130 KING STREET WEST | TORONTO | ONTARIO | CA | CA | |||||||||
| LAHEY CLINIC FOUNDATION INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042323457 | SUPPORT | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITALS AND MEDICAL CENTER) | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704686 | HEALTHCARE | MA | 501(C)(3) | 3 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY CLINIC INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704683 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY HEALTH SHARED SERVICES INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 043178972 | ADMINISTRATION | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LONGWOOD MEDICAL ENERGY COLLABORATIVE INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043476764 | COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | ||||||
| LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043208878 | INACTIVE CORPORATION | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE | ||||||||||||||||
| 464 HILLSIDE AVENUE | NEEDHAM | MA | 02492 | 042810972 | OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES | MA | 501(C)(3) | 10 | Yes (1) | |||||||
| MOUNT AUBURN HOSPITAL | ||||||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 042103606 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||||||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 043026897 | OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| NEW ENGLAND BAPTIST HOSPITAL | ||||||||||||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | 042103612 | ORTHOPEDIC SPECIALTY HOSPITAL | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC | ||||||||||||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | 043235796 | OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH | MA | 501(C)(3) | 3 | NEW ENGLAND BAPTIST HOSPITAL | Yes (1) | ||||||
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042777145 | HEALTHCARE | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST HEALTH SYSTEM INC | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043240453 | SUPPORT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| NORTHEAST HOSPITAL CORPORATION | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST MEDICAL PRACTICE INC | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST HOSPITAL CORPORATION | Yes (1) | ||||||
| NORTHEAST PHYSICIAN PRACTICE INC | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 201287349 | HEALTHCARE | MA | 501(C)(3) | 10 | Yes (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 | Yes (1) | |||||||
| SEACOAST AFFILIATED GROUP PRACTICE INC | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01915 | 043485648 | PHYSICIAN GROUP | MA | 501(C)(3) | 10 | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| SEACOAST NURSING AND REHABILITATION CENTER INC | ||||||||||||||||
| 302 WASHINGTON STREET | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01950 | 043318952 | FUNDRSG ORG | MA | 501(C)(3) | 12A, I | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| THE JORDAN HEALTH SYSTEMS INC | ||||||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 042103805 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 7 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 223137856 | ACO | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
| WINCHESTER HEALTHCARE MANAGEMENT INC | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 222701817 | MANAGEMENT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 042104434 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL FOUNDATION INC | ||||||||||||||||
| 39 DOUBLET HILL ROAD | WESTON | MA | 02493 | 043399570 | SUPPORT | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BIDCO PHYSICIAN LLC | ||||||||||
| 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC | |||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 161744477 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| HUNTINGFIELD CORPORATION | |||||||||||||
| C/O LAHEY CLINIC FOUNDATION INC 41 | BURLINGTON | MA | 01805 | 000000000 | TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS. | DE | N/A | C | Yes (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 | Yes (1) | ||||
| LAHEY CLINIC INSURANCE CO LTD | |||||||||||||
| INSURANCE | N/A | C | Yes (1) | CRAIG APPIN HOUSE PO BOX HM 2450 | HAMILTON | BD | BD | ||||||
| LEDGEWOOD HEALTHCARE CORPORATION | |||||||||||||
| 87 HERRICK STREET | BEVERLY | MA | 01915 | 042855189 | NURSING HOME | KY | N/A | C | Yes (1) | ||||
| NORTHEAST PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 500 CUMMINGS CENTER STE 6500 | BEVERLY | MA | 01915 | 043258053 | PHYS HOSP ORG | MA | N/A | C | Yes (1) | ||||
| NORTHEAST PHYSICAN PRACTICE INC | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043285837 | PHYSICIAN OFFICE | MA | N/A | C | Yes (1) | ||||
| NORTHEAST PROPRIETARY CORP | |||||||||||||
| 100 POWERS STREET | BEVERLY | MA | 01915 | 042855191 | MEDICAL SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042932059 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043262963 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 472646454 | PHYS HOSP ORG | MA | N/A | C | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO | ||
| O | $1,285,206 | F.M.V. |
| LAHEY CLINIC FOUNDATION INC | ||
| P | $30,637,766 | F.M.V. |
| LAHEY CLINIC FOUNDATION INC | ||
| S | $5,549,962 | F.M.V. |
| LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITALS AND MEDICAL CENTER) | ||
| P | $69,817,174 | F.M.V. |
| LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITALS AND MEDICAL CENTER) | ||
| S | $46,432,575 | F.M.V. |
| LAHEY HEALTH SHARED SERVICES INC | ||
| P | $24,625,193 | F.M.V. |
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||
| P | $401,663 | F.M.V. |
| NORTHEAST HOSPITAL CORPORATION | ||
| Q | $3,774,500 | F.M.V. |
| NORTHEAST MEDICAL PRACTICE INC | ||
| O | $639,505 | F.M.V. |
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME | ||
| Q | $146,262 | F.M.V. |
| WINCHESTER HOSPITAL | ||
| Q | $1,595,121 | F.M.V. |
| WINCHESTER PHYSICIAN ASSOCIATES INC | ||
| Q | $1,531,944 | F.M.V. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PARTS I - V: | FormAndLineReferenceDesc |
| Explanation | BILH ENTITIES 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. | ExplanationTxt |
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