BETH ISRAEL LAHEY HEALTH INC HCSR: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BETH ISRAEL LAHEY HEALTH INC HCSR (EIN 83-2671600)
Tax period
2018-11-27 to 2019-09-30
Filed
2020-08-17
IRS object ID
202032319349300203
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-17T22:51:46-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP117531681ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-11-27TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832671600EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETH ISRAEL LAHEY HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETHBusinessNameControlTxt
Phone6176670003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 UNIVERSITY ROAD NO 700AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN FISCHERPersonNm
Person TitleEVP/CFOPersonTitleTxt
Phone6176670003PhoneNum
Signature2020-08-16SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2020-08-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.41.244.123IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-17IPDt
IP Tm21:59:31IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id833B234F89A091F77918CA6B423E85CA5F8ECBDEAtSubmissionCreationDeviceId
At Submission Filing Device Id22F636E8762F93B47E1CDE50E2F84F46B1793BF4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-22 18:59:49ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerKEVIN TABBPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 UNIVERSITY ROAD NO 700AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$49,576,092GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BILH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee121TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$1,534,366TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$45,748,409CYProgramServiceRevenueAmt
CY Investment Income$73,355CYInvestmentIncomeAmt
CY Other Revenue$3,754,328CYOtherRevenueAmt
CY Total Revenue$49,576,092CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$17,425,094CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$30,248,198CYOtherExpensesAmt
CY Total Expenses$47,673,292CYTotalExpensesAmt
CY Revenues Less Expenses$1,902,800CYRevenuesLessExpensesAmt
Total Assets EOY$36,494,434TotalAssetsEOYAmt
Total Liabilities EOY$35,479,032TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$1,015,402NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,212,183ExpenseAmt
Revenue$47,968,371RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$5,212,183TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document121IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee121EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN DEVEAUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176671414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 BROOKLINE AVEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeInd
CANEPA JOHN J
TRUSTEE1.009.00Yes (X)$0$0$0
FRANCISCO BETTY
TRUSTEE1.000.00Yes (X)$0$0$0
GRANT TOM
TRUSTEE1.000.00Yes (X)$0$0$0
GUPTA YOGESH
TRUSTEE1.000.00Yes (X)$0$0$0
HANNON FACHE PATRICIA
TRUSTEE1.0065.00Yes (X)$0$3,933,661$24,335
HAO YVONNE
TRUSTEE1.000.00Yes (X)$0$0$0
HORNIDGE ANN-ELLEN
TRUSTEE, CHAIR1.000.00Yes (X)$0$0$0Yes (X)
JICK DANIEL J
TRUSTEE1.003.00Yes (X)$0$0$0
KIMBALL MD MPH ALEXA B
TRUSTEE1.0059.00Yes (X)$0$901,525$85,926
LIESCHING MD TIMOTHY
TRUSTEE1.0041.00Yes (X)$0$439,274$75,482
LINDE DOUGLAS T
TRUSTEE1.000.00Yes (X)$0$0$0
MANDELL MD JAMES
TRUSTEE1.001.00Yes (X)$0$0$0
MCCULLOUGH DANIEL J MD
TRUSTEE1.0040.00Yes (X)$0$235,393$56,359
MCKENNA MARGARET
TRUSTEE1.005.00Yes (X)$0$0$0
NORMAN NANCY
TRUSTEE1.000.00Yes (X)$0$0$0
O'HANLEY RONALD
TRUSTEE1.000.00Yes (X)$0$0$0
SULLIVAN MD MARY ANNA
TRUSTEE1.0041.00Yes (X)$0$339,042$0
TABB MD KEVIN
TRUSTEE, CEO & PRESIDENT1.0064.00Yes (X)$0$1,756,953$143,704Yes (X)
TAVENNER MARILYN
TRUSTEE1.000.00Yes (X)$0$0$0
VALETTA ROBERT
TRUSTEE1.000.00Yes (X)$0$0$0
WALSH JANE
TRUSTEE1.002.00Yes (X)$0$0$0
FISCHER STEVEN P
TREASURER, (EX-OFFICIO)1.0060.00$0$770,210$75,762Yes (X)
KATZ JAMIE
CLERK, GENERAL COUNSEL1.0059.00$0$560,463$44,008Yes (X)
LEWIS MD STANLEY M
BIDMC - CHIEF STRATEGY OFFICER60.008.00$0$732,103$72,582Yes (X)
LONGWORTH MD DAVID
BILH - ADMINISTRATION60.001.00$0$951,824$40,955Yes (X)
NESTO MD RICHARD
BILH - CHIEF MEDICAL OFFICER60.001.00$0$862,978$68,437Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$11,483,426TotReportableCompRltdOrgAmt
Total Other Compensation$687,550TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT SERVICE RE541700$26,763,847$26,763,847
MANAGEMENT FEE REVENUE541700$18,554,382$17,186,356$1,368,026
LEASED STAFF541700$430,180$263,840$166,340
FieldValueIRS element (for citing)
Total Program Service Revenue$45,748,409TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,355TotalRevenueColumnAmt
Exclusion$73,355ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUE REVENUEDesc
Business900099BusinessCd
Total Revenue Column$3,754,328TotalRevenueColumnAmt
Related Or Exempt Func Income$3,754,328RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,754,328OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,576,092TotalRevenueColumnAmt
Related Or Exempt Func Income$47,968,371RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,534,366UnrelatedBusinessRevenueAmt
Exclusion$73,355ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,195,670TotalAmt
Program Services$2,476,784ProgramServicesAmt
Management And General$13,718,886ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$938,324TotalAmt
Management And General$938,324ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$291,100TotalAmt
Management And General$291,100ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$829,959TotalAmt
Management And General$829,959ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$84,508TotalAmt
Management And General$84,508ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$107,776TotalAmt
Management And General$107,776ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$91,110TotalAmt
Management And General$91,110ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,097,688TotalAmt
Management And General$11,097,688ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$114,787TotalAmt
Program Services$53,043ProgramServicesAmt
Management And General$61,744ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$177,727TotalAmt
Program Services$10,603ProgramServicesAmt
Management And General$167,124ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$680,544TotalAmt
Program Services$357,246ProgramServicesAmt
Management And General$323,298ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$105,644TotalAmt
Program Services$33,833ProgramServicesAmt
Management And General$71,811ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$30,740TotalAmt
Program Services$3,985ProgramServicesAmt
Management And General$26,755ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$206,761TotalAmt
Management And General$206,761ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,513TotalAmt
Management And General$25,513ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DUES AND MEMBERSHIP$7,533,257$7,533,257
ACCOUNTABLE CARE ORG -$5,696,466$5,696,466
AGENCY FEES$2,558,080$935,166$1,622,914
DATABASE VENDORS$702,800$49,025$653,775

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$204,838TotalAmt
Management And General$204,838ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$47,673,292TotalAmt
Program Services$5,212,183ProgramServicesAmt
Management And General$42,461,109ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$22,734,670EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,405,143EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,109,324EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,402,798LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,191,836LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,210,962EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,034,335EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$36,494,434EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$23,866,310EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$888,276EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$10,724,446EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$35,479,032EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
EOY$1,015,402EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,015,402EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$36,494,434EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,902,800ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$887,398OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations12SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (12 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
BETH ISRAEL DEACONESS MEDICAL CENTER
0421038813Yes (1)$5,317,083$0
BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM
0432296793Yes (1)$309,167$0
BETH ISRAEL DEACONESS HOSPITAL - MILTON
0421036043Yes (1)$393,750$0
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
2226673543Yes (1)$974,167$0
MOUNT AUBURN HOSPITAL
0421036063Yes (1)$1,330,000$0
NEW ENGLAND BAPTIST HOSPITAL
0421036123Yes (1)$729,167$0
ANNA JAQUES HOSPITAL INC
0421043383Yes (1)$460,833$0
LAHEY CLINIC FOUNDATION INC
0423234577Yes (1)$4,109,583$0
WINCHESTER HOSPITAL FOUNDATION INC
0433995703Yes (1)$977,083$0
NORTHEAST HOSPITAL CORPORATION
0421213173Yes (1)$1,213,333$0
NORTHEAST BEHAVIORAL HEALTH CORPORATION
04277714510Yes (1)$256,667$0
LAHEY HEALTH SHARED SERVICES INC
04317897210Yes (1)$236,250$0
FieldValueIRS element (for citing)
Supported Organizations Total12SupportedOrganizationsTotalCnt
Support Sum$16,307,083SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Parent Supported OrgYes (X)ParentSupportedOrgInd
Appoint Elect Majority OfficerYes (1)AppointElectMajorityOfficerInd
Exercise Direction PoliciesYes (1)ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART IV, SECTION A, LINE 1:BETH ISRAEL LAHEY HEALTH, INC. IS ORGANIZED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, MOUNT AUBURN HOSPITAL, LAHEY CLINIC FOUNDATION, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL, INC., NORTHEAST BEHAVIORAL HEALTH CORPORATION, AND THEIR AFFILIATED ORGANIZATIONS THAT ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE, AND CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OR 509(A)(2) OF THE CODE. AS REPORTED IN THIS FORM 990 SCHEDULE A, PART I LINE 11G, DURING THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. PROVIDED SUPPORT TO BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, MOUNT AUBURN HOSPITAL, LAHEY CLINIC FOUNDATION, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL, INC., NORTHEAST BEHAVIORAL HEALTH CORPORATION. ADDITIONAL SUPPORT MAY HAVE BEEN PROVIDED TO AFFILIATES OF THESE SUPPORTED ORGANIZATIONS, EACH OF WHICH WAS DESIGNATED BY CLASS AND PURPOSE AS STATED IN THAT GOVERNING DOCUMENT AS AN "AFFILIATED ORGANIZATION" EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE.
SCHEDULE A, PART IV, SECTION D, LINE 3:AS PART OF THE CREATION OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEM, THE BILH BY-LAWS CREATED AN INVESTMENT COMMITTEE, WHICH IS A SUB-COMMITTEE OF THE BILH BOARD OF TRUSTEES. THIS IS THE INITIAL FILING FOR BILH, AND THE INVESTMENT COMMITTEE IS DEVELOPING A SYSTEM-WIDE INVESTMENT METHODOLOGY TO ALLOW FOR A CONSISTENT INVESTMENT APPROACH FOR ALL BILH AFFILIATES.
SCHEDULE A, PART IV, SECTION E, LINE 3A:AS PREVIOUSLY NOTED, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, MOUNT AUBURN HOSPITAL, LAHEY CLINIC FOUNDATION, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL, INC., AND NORTHEAST BEHAVIORAL HEALTH CORPORATION. AS SOLE MEMBER, BETH ISRAEL LAHEY HEALTH, INC. (BILH) HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE.
SCHEDULE A, PART IV, SECTION E, LINE 3B:AS PREVIOUSLY NOTED, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, MOUNT AUBURN HOSPITAL, LAHEY CLINIC FOUNDATION, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL, INC., AND NORTHEAST BEHAVIORAL HEALTH CORPORATION. AS SOLE MEMBER, BETH ISRAEL LAHEY HEALTH, INC. (BILH) HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE.

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$91,110OtherActivitiesAmt
Total Lobbying Expenditures$91,110TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationBETH ISRAEL LAHEY HEALTH, INC. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $91,110 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.ExplanationTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,402,798OtherCostOrOtherBasisAmt
Depreciation$1,191,836DepreciationAmt
Book Value$4,210,962BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,210,962TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CRICO$23,000
INVESTMENT - OTHER$134,201
INTERCOMPANY RECEIVABLES$2,456,161
OTHER RECEIVABLES$420,973
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,034,335TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INTER COMPANY PAYABLES$6,732,787
ESTIMATED THIRD-PARTY SETTLEMENTS, NET$3,991,659
FieldValueIRS element (for citing)
Total Liability$10,724,446TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,267,670,000TotalRevEtcAuditedFinclStmtAmt
Other Revenue$3,218,093,908OtherRevenueAmt
Revenue Not Reported$3,218,093,908RevenueNotReportedAmt
Revenue Subtotal$49,576,092RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$49,576,092TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,594,794,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,547,120,708OtherExpensesIncludedAmt
Expenses Not Reported$3,547,120,708ExpensesNotReportedAmt
Expenses Subtotal$47,673,292ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$47,673,292TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:EACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE SYSTEM DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2019.
PART XI, LINE 2D - OTHER ADJUSTMENTS:NET ASSETS RELEASED FROM RESTRICTION 335,064. FORGIVENESS OF DEBT -852,110. CHANGE IN NET ASSETS -370,355. CONSOLIDATION AFFILIATES REVENUE NET OF ELIMINATION 3,218,981,309.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CONSOLIDATION AFFILIATES REVENUE NET OF ELIMINATION 3,547,120,708.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HANNON FACHE PATRICIA
TRUSTEE$0$685,532$0$385,988$0$2,862,141$0$0$0$24,335$0$3,957,996$0$0
KIMBALL MD MPH ALEXA B
TRUSTEE$0$738,539$0$151,754$0$11,232$0$44,000$0$41,926$0$987,451$0$0
LIESCHING MD TIMOTHY
TRUSTEE$0$395,977$0$41,750$0$1,547$0$31,898$0$43,584$0$514,756$0$0
MCCULLOUGH DANIEL J MD
TRUSTEE$0$234,715$0$0$0$678$0$20,000$0$36,359$0$291,752$0$0
SULLIVAN MD MARY ANNA
TRUSTEE$0$0$0$0$0$339,042$0$0$0$0$0$339,042$0$0
TABB MD KEVIN
TRUSTEE, CEO & PRESIDENT$0$1,184,747$0$552,000$0$20,206$0$93,674$0$50,030$0$1,900,657$0$0
FISCHER STEVEN P
TREASURER, (EX-OFFICIO)$0$565,045$0$151,691$0$53,474$0$18,750$0$57,012$0$845,972$0$0
KATZ JAMIE
CLERK, GENERAL COUNSEL$0$415,671$0$111,276$0$33,516$0$17,792$0$26,216$0$604,471$0$0
LEWIS MD STANLEY M
BIDMC - CHIEF STRATEGY OFFICER$0$539,594$0$145,095$0$47,414$0$20,100$0$52,482$0$804,685$0$0
LONGWORTH MD DAVID
BILH - ADMINISTRATION$0$751,466$0$175,000$0$25,358$0$29,398$0$11,557$0$992,779$0$0
NESTO MD RICHARD
BILH - CHIEF MEDICAL OFFICER$0$742,043$0$0$0$120,935$0$36,500$0$31,937$0$931,415$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BGENERAL NOTE: AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) STARTED ITS WORK AS A COMBINED NETWORK EFFECTIVE MARCH 1, 2019. ON THAT DATE, 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 REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS INITIAL FORM 990 FILING FOR BETH ISRAEL LAHEY HEALTH'S FISCAL YEAR ENDED SEPTEMBER 20, 2019 IS CALENDAR YEAR 2018 DETAIL. AS SUCH, ALL COMPENSATION REPORTED IN THIS FILING IS COMPENSATION RELATED TO POSITIONS AND RESPONSIBILITIES HELD PRIOR TO POSITIONS AT BILH. SCHEDULE J PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, AND AS NOTED ABOVE, THE COMPENSATION DETAIL INCLUDED IN BETH ISRAEL LAHEY HEALTH'S (BILH) INITIAL FORM 990 FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 DETAIL. AS SUCH, ALL COMPENSATION REPORTED IN THIS FILING IS COMPENSATION RELATED TO POSITIONS AND RESPONSIBILITIES HELD PRIOR TO POSITIONS AT BILH. ONE BILH TRUSTEE RECEIVED SEVERANCE IN CALENDAR YEAR 2018 RELATED TO POSITIONS HELD PRIOR TO THE CREATION OF THE BILH NETWORK. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J, PART I, LINE 4B, NON-QUALIFIED PLANS DURING THE 2018 CALENDAR YEAR, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM WHICH IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN AND PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS AND RELATED TO THIS PLAN ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. IN ADDITION, DURING THE 2018 CALENDAR YEAR, SEVERAL ENTITIES WITHIN THE LAHEY HEALTH SYSTEM WERE PARTICIPATING EMPLOYERS 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. 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. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7SCHEDULE J, PART I, LINE 7, NON-FIXED PAYMENTS DURING THE 2018 CALENDAR YEAR, MANY ENTITIES WITHIN EACH OF THE LEGACY SYSTEMS WHICH CAME TOGETHER TO FORM BILH ON MARCH 1, 2019, HAS PROVISIONS FOR EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED BY THE COMPENSATION COMMITTEE OF THE THEN EMPLOYING ENTITY, OR AN AFFILIATE OF THE EMPLOYING ENTITY, ALL OF WHICH WERE FULLY STAFFED BY INDEPENDENT MEMBERS.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:THE FILING ORGANIZATION HAS PROVIDED DETAILED NARRATIVE DISCLOSURE FOR EACH INDIVIDUAL LISTED IN PART VII. NOTE, HOWEVER, THAT THE ORDER OF THE NARRATIVE DISCLOSURE INCLUDED BELOW MAY NOT COINCIDE WITH THE ORDER OF THE INDIVIDUALS LISTED IN PART VII. 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 DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES AND WAS PAID FOR POSITIONS HELD DURING THE 2018 CALENDAR YEAR, PRIOR TO THE CREATION OF BETH ISRAEL LAHEY HEALTH. THE FOLLOWING ENTITIES MAY BE REFERRED TO WITHIN THESE EXPLANATORY NOTES BY THE NAMES AND/OR ACRONYMS: BETH ISRAEL LAHEY HEALTH, BILH; BETH ISRAEL DEACONESS MEDICAL CENTER, BIDMC; LAHEY CLINIC , INC., LCI, LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, LCH OR LHMC, NORTHEAST MEDICAL PRACTICE, NMP. CANEPA, JOHN J. TRUSTEE - BETH ISRAEL LAHEY HEALTH TRUSTEE AND BOARD CO-CHAIR - MOUNT AUBURN HOSPITAL TRUSTEE - MOUNT AUBURN PROFESSIONAL SERVICES TRUSTEE - CAREGROUP PARMENTER HOME CARE & HOSPICE MR. CANEPA'S TERM ON THE BETH ISRAEL LAHEY HEALTH BOARD BEGAN ON MARCH 1, 2019. FISCHER, STEVEN EFFECTIVE MARCH 1, 2019 MR. FISCHER HELD THE FOLLOWING POSITIONS: EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. TREASURER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND TREASURER - BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER - 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 - BETH ISRAEL DEACONESS MILTON PHYSICIANS ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE AND TREASURER - COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE AND TREASURER - JORDAN PHYSICIAN ASSOCIATES DIRECTOR AND TREASURER - JORDAN HEALTH SYSTEMS, INC. TREASURER (EX-OFFICIO) - ANNA JACQUES HOSPITAL TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE AND TREASURER - LAHEY HEALTH SHARED SERVICES, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. F/K/A LAHEY PHYSICIAN COMMUNITY ORGANIZATION I, INC. TREASURER (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND TREASURER - NORTHEAST HEALTH SYSTEM, INC. TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND TREASURER - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER - SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (EX-OFFICIO) AND TREASURER - 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) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER - 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. TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL ASSISTANT TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORP A/K/A AFFILIATED PHYSICIANS GROUP TREASURER - LEDGEWOOD HEALTH CARE CORP. MR. FISCHER HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: ASSISTANT TREASURER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND TREASURER - BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DIRECTOR - JORDAN PHYSICIAN ASSOCIATES DIRECTOR - JORDAN HEALTH SYSTEMS, INC. AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 565,046 INCENTIVE COMPENSATION: 151,691 OTHER REPORTABLE COMPENSATION: 53,474 DEFERRED COMPENSATION: 18,750 NON-TAXABLE BENEFITS: 57,012 OTHER REPORTABLE COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $47,015.
SCHEDULE J FOOTNOTES (CONTINUED):HANNON, FACHE, PATRICIA EFFECTIVE MARCH 1, 2019, MS. HANNON HELD THE FOLLOWING POSITIONS: TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. MS. HANNON HELD THE FOLLOWING POSITIONS PRIOR TO OCTOBER 1, 2018: TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MS. HANNON'S POSITIONS AS PRESIDENT, CHIEF EXECUTIVE OFFICER AND TRUSTEE (EX-OFFICIO) FOR NEW ENGLAND BAPTIST HOSPITAL AND CHIEF EXECUTIVE OFFICER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ENDED SEPTEMBER 30, 2018. AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PRIOR TO HER RETIREMENT, MS. HANNON PERFORMED SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. ALTHOUGH MS. HANNON WAS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF HER COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 651,254 INCENTIVE COMPENSATION: 366,689 OTHER REPORTABLE COMPENSATION: 2,719,034 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 23,118 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 34,277 INCENTIVE COMPENSATION: 19,299 OTHER REPORTABLE COMPENSATION: 143,107 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,217 AS NOTED ABOVE, MS. HANNON SERVED IN HER POSITIONS AT NEBH THROUGH SEPTEMBER 30, 2018 AT WHICH TIME SHE BECAME ELIGIBLE FOR PAYMENTS ON SEPARATION. OTHER REPORTABLE COMPENSATION FOR MS. HANNON INCLUDES SEVERANCE PAYMENTS OF $2,611,233 AND PAYMENTS TOTALING $ 246,750 DESIGNED TO PROVIDE MS. HANNON WITH SUPPLEMENTAL RETIREMENT BENEFITS. JICK, DANIEL J. TRUSTEE - BETH ISRAEL LAHEY HEALTH DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. JICK'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. KATZ, J.D., JAMIE EFFECTIVE MARCH 1, 2019, MR. KATZ HELD THE FOLLOWING POSITIONS: GENERAL COUNSEL AND CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND CLERK - BETH ISRAEL DEACONESS MEDICAL CENTER 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 - COMMUNITY PHYSICIANS ASSOCIATION, INC. CLERK - BETH ISRAEL DEACONESS 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 - JORDAN HEALTH SYSTEMS CLERK (EX-OFFICIO) - ANNA JACQUES 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. CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND CLERK - NORTHEAST HEALTH SYSTEM, INC. CLERK - NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND CLERK - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK - SEACOAST NURSING & REHABILITATION CENTER, INC. 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 - NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND CLERK - 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 MR. KATZ HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: SENIOR VICE PRESIDENT AND GENERAL COUNSEL BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR AND CLERK BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 415,671 INCENTIVE COMPENSATION: 111,276 OTHER REPORTABLE COMPENSATION: 33,516 DEFERRED COMPENSATION: 17,792 NON-TAXABLE BENEFITS: 26,216 OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $30,123. KIMBALL, M.D., MPH, ALEXA B. EFFECTIVE MARCH 1, 2019 DR. KIMBALL HELD THE FOLLOWING POSITIONS: PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION DIRECTOR (EX OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS EMERGENCY MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP PROFESSOR OF DERMATOLOGY - HARVARD MEDICAL SCHOOL DR. KIMBALL JOINED THE BOARD OF BETH ISRAEL LAHEY HEALTH EFFECTIVE MARCH 1, 2019. SHE HELD ALL OTHER POSITIONS LISTED HERE FOR THE FULL FISCAL YEAR. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 738,539 INCENTIVE COMPENSATION: 151,754 OTHER REPORTABLE COMPENSATION: 11,232 DEFERRED COMPENSATION: 44,000 NON-TAXABLE BENEFITS: 41,926 LEWIS, M.D., STANLEY CHIEF OF STRATEGY - BETH ISRAEL LAHEY HEALTH (EFFECTIVE MARCH 1, 2019) SENIOR VICE PRESIDENT AND CHIEF SYSTEM DEVELOPMENT & STRATEGY OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER (THROUGH MARCH 1, 2019) TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - NEW ENGLAND BAPTIST HOSPITAL (EFFECTIVE MARCH 1, 2019) TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (THROUGH MARCH 1,2019) TRUSTEE - JORDAN HEALTH SYSTEMS, INC. (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM (EFFECTIVE MARCH 1, 2019) TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MILTON PHYSICIANS ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) - COMMUNITY PHYSICIANS ASSOCIATES (THROUGH MARCH 1, 2019) TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - MOUNT AUBURN HOSPITAL (EFFECTIVE MARCH 1, 2019) ASSOCIATE PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 539,594 INCENTIVE COMPENSATION: 145,095 OTHER REPORTABLE COMPENSATION: 47,414 DEFERRED COMPENSATION: 20,100 NON-TAXABLE BENEFITS: 52,482 OTHER REPORTABLE COMPENSATION FOR DR. LEWIS INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $42,720. LINDE, DOUGLAS T. TRUSTEE BETH ISRAEL LAHEY HEALTH MR. LINDE'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. MANDELL, M.D., JAMES TRUSTEE - BETH ISRAEL LAHEY HEALTH DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER DR. MANDELL'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. MCKENNA, MARGARET TRUSTEE - BETH ISRAEL LAHEY HEALTH DIRECTOR AND VICE CHAIR - BETH ISRAEL DEACONESS MEDICAL CENTER MS. MCKENNA'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. O'HANLEY, RONALD TRUSTEE - BETH ISRAEL LAHEY HEALTH MR. O'HANLEY'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. TABB, M.D., KEVIN EFFECTIVE MARCH 1, 2019 DR. TABB HELD THE FOLLOWING POSITIONS:
SCHEDULE J FOOTNOTES (CONTINUED):PRESIDENT, CHIEF EXECUTIVE OFFICER, AND TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. DIRECTOR 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 - BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO), CHAIRMAN, AND PRESIDENT - NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO), PRESIDENT, CHAIRMAN AND CHIEF EXECUTIVE OFFICER - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO), CHAIRMAN AND PRESIDENT - SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (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) AND CHIEF EXECUTIVE OFFICER - NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - CAB HEALTH & RECOVERY SERVICES, INC. CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS HOSPITAL MILTON CHIEF EXECUTIVE OFFICER - MILTON HOSPITAL FOUNDATION CHIEF EXECUTIVE OFFICER - COMMUNITY PHYSICIANS ASSOCIATION 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 - JORDAN HEALTH SYSTEMS, INC. CHIEF EXECUTIVE OFFICER - JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - HEALTH & EDUCATION HOUSING SERVICES, INC. PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL IN ADDITION TO THE POSITIONS NOTED ABOVE, EFFECTIVE MARCH 1, 2019 DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNATE: TRUSTEE (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, BETH ISRAEL DEACONESS MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATION TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, 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 JACQUES HOSPITAL, INC. TRUSTEE (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICES, INC. DR. TABB HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: DIRECTOR AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR - JORDAN HEALTH SYSTEMS, INC. DIRECTOR - JORDAN PHYSICIAN ASSOCIATES, INC. DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DIRECTOR AND PRESIDENT - BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO) AND CO-CHAIR - CARL J. SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD MEDICAL SCHOOL & BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 1,184,748 INCENTIVE COMPENSATION: 552,000 OTHER REPORTABLE COMPENSATION: 20,206 DEFERRED COMPENSATION: 93,674 NON-TAXABLE BENEFITS: 50,030 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES $94,326 COMBINED PAYMENTS TO NONQUALIFIED RETIREMENT PLANS PLUS THE INCREASE/DECREASE IN VALUE OF THOSE ACCOUNTS DURING THE 2018 CALENDAR YEAR. OF THIS AMOUNT, $80,324 WAS UNVESTED AT SEPTEMBER 30, 2019. FRANCISCO, BETTY TRUSTEE - BETH ISRAEL LAHEY HEALTH MS.FRANCISCO'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. GRANT, TOM TRUSTEE - BETH ISRAEL LAHEY HEALTH MR. GRANT'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. GUPTA, YOGESH TRUSTEE - BETH ISRAEL LAHEY HEALTH MR. GUPTA'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. HAO, YVONNE TRUSTEE - BETH ISRAEL LAHEY HEALTH MS. HAO'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. HORNIDGE, ANN-ELLEN TRUSTEE AND CHAIR - BETH ISRAEL LAHEY HEALTH LIESCHING, M.D., TIMOTHY TRUSTEE - BETH ISRAEL LAHEY HEALTH DIVISION CHAIR, PULMONOLOGY AND CRITICAL CARE -- LAHEY CLINIC , INC. DIVISION CHAIR, PULMONOLOGY AND CRITICAL CARE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER CHIEF MEDICAL OFFICER -- LAHEY CLINIC , INC. CHIEF MEDICAL OFFICER LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER DR LIESCHING SERVED AS THE DIVISION CHAIR, PULMONOLOGY AND CRITICAL CARE THROUGH DECEMBER 31, 2018 AND COMMENCED HIS ROLE AS CHIEF MEDICAL OFFICER EFFECTIVE JANUARY 9, 2019. DR. LIESCHING'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. PAYMENTS REPORTED BY LC: BASE COMPENSATION: 395,977 INCENTIVE COMPENSATION: 41,750 OTHER REPORTABLE COMPENSATION: 1,547 DEFERRED COMPENSATION: 31,898 NON-TAXABLE BENEFITS: 43,584 MCCULLOUGH, M.D., DANIEL TRUSTEE - BETH ISRAEL LAHEY HEALTH PHYSICIAN AND CHIEF, FAMILY MEDICINE LAHEY COMMUNITY PHYSICIAN ORGANIZATION I, CURRENTLY KNOWN AS BETH ISRAEL LAHEY HEALTH PRIMARY CARE DR. MCCULLOUGH'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. PAYMENTS REPORTED BY NMP: BASE COMPENSATION: 234,715 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 678 DEFERRED COMPENSATION: 20,000 NON-TAXABLE BENEFITS: 36,359 NORMAN, NANCY TRUSTEE - BETH ISRAEL LAHEY HEALTH MS. NORMAN'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. SULLIVAN, M.D., MARY ANNA TRUSTEE - BETH ISRAEL LAHEY HEALTH FORMER CHIEF MEDICAL OFFICER, BEHAVIORAL SERVICES, LAHEY HEALTH SYSTEM DR. SULLIVAN'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019.. BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 339,042 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 DR. SULLIVAN SERVED IN HER POSITION AS CHIEF MEDICAL OFFICER FOR BEHAVIORAL SERVICES FOR THE LAHEY HEALTH SYSTEM THROUGH OCTOBER 1, 2017. OTHER REPORTABLE COMPENSATION INCLUDES SEVERANCE IN THE AMOUNT OF $339,042. TAVENNER, MARILYN TRUSTEE - BETH ISRAEL LAHEY HEALTH MS. TAVENNER'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. VALETTA, ROBERT TRUSTEE - BETH ISRAEL LAHEY HEALTH MR. VALETTA'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. WALSH, JANE TRUSTEE - BETH ISRAEL LAHEY HEALTH MS. WALSH'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. LONGWORTH, M.D., DAVID TRUSTEE (EX-OFFICIO) AND PRESIDENT, LAHEY CLINIC FOUNDATION TRUSTEE (EX-OFFICIO) AND PRESIDENT, LAHEY CLINIC INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT, LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER INTERIM CHAIR, PRIMARY CARE NETWORK, BETH ISRAEL LAHEY HEALTH DR. LONGWORTH COMMENCED THE POSITIONS ABOVE AT LAHEY CLINIC, LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER AND THE LAHEY CLINIC FOUNDATION ON OCTOBER 1, 2018. HE COMMENCED HIS POSITION AS CHAIR OF BILH PRIMARY CARE ON MARCH 1, 2019. PAYMENTS REPORTED BY LCH: BASE COMPENSATION: 751,456 INCENTIVE COMPENSATION: 175,000 OTHER REPORTABLE COMPENSATION: 25,358 DEFERRED COMPENSATION: 29,398 NON-TAXABLE BENEFITS: 11,557
SCHEDULE J FOOTNOTES (CONTINUED):NESTO, M.D., RICHARD EFFECTIVE MARCH 1, 2019, DR. NESTO HELD THE FOLLOWING POSITIONS: CHIEF MEDICAL OFFICER, BETH ISRAEL LAHEY HEALTH TRUSTEE (EX-OFFICIO, BILH CEO DESIGNATE) ANNA JAQUES HOSPITAL TRUSTEE (EX-OFFICIO) SEACOAST AFFILIATES GROUP PRACTICE TRUSTEE (EX-OFFICIO, BILH CEO DESIGNATE) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO, BILH CEO DESIGNATE) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HEALTHCARE MANAGEMENT, INC. DIRECTOR, WINCHESTER PHYSICIAN ASSOCIATES DIRECTOR, CONCORD SPECIALISTS, LLC DR. NESTO HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: TRUSTEE (EX-OFFICIO) AND PRESIDENT LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE AND PRESIDENT BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. F/K/A LAHEY PHYSICIAN COMMUNITY ORGAIZATION I, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT NORTHEAST HEALTH SYSTEM, INC. TRUSTEE AND PRESIDENT NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND PRESIDENT NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND PRESIDENT SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT WINCHESTER HOSPITAL FOUNDATION, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT LAHEY CLINIC FOUNDATION, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX-OFFICIO) & PRESIDENT NORTHEAST HOSPITAL CORPORATION TRUSTEE AND PRESIDENT NORTHEAST MEDICAL PRACTICE TRUSTEE (EX-OFFICIO) AND PRESIDENT NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND PRESIDENT CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND PRESIDENT HEALTH & EDUCATION HOUSING SERVICES, INC. TRUSTEE AND PRESIDENT WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO), PRESIDENT, AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SYSTEM, INC. PRESIDENT AND DIRECTOR LEDGEWOOD HEALTHCARE CORPORATION PRESIDENT AND DIRECTOR NORTHEAST PROPRIETARY CORPORATION DIRECTOR -- WINCHESTER PHYSICIAN ASSOCIATES AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY LHSI: BASE COMPENSATION: 742,043 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 120,935 DEFERRED COMPENSATION: 36,500 NON-TAXABLE BENEFITS: 31,937 OTHER REPORTABLE COMPENSATION FOR DR. NESTO INCLUDES COMBINED PAYMENTS TO, AND CHANGE IN VALUE OF, A 457(F) PLAN IN THE AMOUNT OF $83,602.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1 & PART III, LINE 1PRIMARY MISSION: BETH ISRAEL LAHEY HEALTH'S MISSION IS TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. BILH STRIVES TO ACCOMPLISH THIS MISSION BY DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO USE SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE.
PART III, LINE 4APROGRAM SERVICE ACCOMPLISHMENTS: 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). BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. AS NOTED ABOVE, BILH'S PRIMARY MISSION IS TO THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. BILH STRIVES TO ACCOMPLISH THIS MISSION BY DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO USE SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE AND BILH IS ACCOMPLISHING THIS GOAL BY PROVIDING SUPPORT TO EACH OF OUR AFFILIATES, PROVIDING AN ORGANIZATIONAL STRUCTURE AND OPERATING MODEL WHICH IS DRIVEN BY FOUR DEEPLY INTERCONNECTED DOMAINS DESIGNED TO ADVANCE MEANINGFUL PARTNERSHIPS ACROSS ORGANIZATIONS, CARE SETTINGS, SPECIALTIES, AND GEOGRAPHIES TO ENSURE BILH PATIENTS RECEIVE THE CARE THEY NEED IN THE COMMUNITIES WHERE THEY LIVE AND WORK. BILH IS DELIVERING ON THE PROMISE TO BILH PATIENTS AND COMMUNITIES TO EXPAND ACCESS AND PROVIDE EXTRAORDINARY CARE, WHILE ADVANCING MEDICINE THROUGH DISCOVERY AND EDUCATION. BILH IS ACCOMPLISHING THIS MISSION BY PROVIDING SUPPORT TO ITS AFFILIATES: A PHYSICIAN ENTERPRISE THAT ENCOMPASSES THE SYSTEM'S NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS LOCATED THROUGHOUT OUR REGION; A HOSPITAL AND AMBULATORY SERVICES GROUP THAT INCLUDES WORLD-CLASS ACADEMIC MEDICAL CENTERS AND TEACHING HOSPITALS WITH AFFILIATIONS WITH HARVARD MEDICAL SCHOOL AND TUFTS UNIVERSITY SCHOOL OF MEDICINE; LEADING COMMUNITY HOSPITALS; A RENOWNED ORTHOPEDICS HOSPITAL; AND COMPREHENSIVE AMBULATORY CENTERS; A POPULATION HEALTH ENTERPRISE THAT EMBRACES A NEW MODEL OF CARE TO IMPROVE THE HEALTH OF ALL THOSE SERVED BY BILH; THE POPULATION HEALTH DOMAIN INCLUDES THE SYSTEM'S CLINICALLY INTEGRATED NETWORK OF AFFILIATED PROVIDERS AND VITAL SERVICES, INCLUDING BEHAVIORAL HEALTH AND HOME CARE SERVICES; A ROBUST NETWORK OF ADMINISTRATIVE AND OPERATIONAL SERVICES TO ADVANCE STRATEGIC GOALS, BOTH LOCALLY AND AT THE SYSTEM LEVEL, THAT OFFERS EXPERTISE AND STANDARDIZED RESOURCES BASED ON BEST PRACTICES.
PART V, LINE 7GBETH ISRAEL LAHEY HEALTH CLINIC, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
PART V, LINE 7HBETH ISRAEL LAHEY HEALTH, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C.
PART IV, LINE 12THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER.
FORM 990, PART IV, LINE 11FEACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE SYSTEM DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2019.
FORM 990, PART VI, SECTION A, LINE 2FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK AFFILIATES. 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 AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.
FORM 990, PART VI, SECTION B, LINE 11BTHIS FORM 990 IS REVIEWED BY THE EXECUTIVE VP AND CFO OF BETH ISRAEL LAHEY HEALTH, INC., THE TAX DIRECTOR OF BETH ISRAEL LAHEY HEALTH, INC. (BILH) AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BETH ISRAEL LAHEY HEALTH, INC. BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12AS NOTED THROUGHOUT THIS FILING, 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). BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. ALTHOUGH FOR THE PERIOD COVERED BY THIS FILING BILH HAD NOT YET FORMALLY ADOPTED A CONFLICT OF INTEREST POLICY, EACH MEMBER OF THE BILH BOARD OF TRUSTEES COMPLETED A CONFLICT OF INTEREST DISCLOSURE STATEMENT NOT LATER THAN THE INITIAL MEETING OF THE FULL BILH BOARD OF TRUSTEES. ALL DISCLOSURES WERE PROVIDED TO THE OFFICE OF GENERAL COUNSEL FOR REVIEW AND MANAGEMENT OF ANY POTENTIAL CONFLICT. AS SUCH, OPERATIONALLY BILH ENGAGED IN THE SAME DUE DILIGENCE PROCESS AS IF ITS POLICY HAD BEEN FORMALLY ADOPTED. IN ADDITION, EACH ENTITY FOR WHICH BILH SERVES AS PARENT CONTINUED TO OPERATE UNDER ITS OWN COMPREHENSIVE CONFLICT OF INTEREST POLICY WHICH WAS IN PLACE PRIOR TO THE CREATION OF THE BILH NETWORK. FINALLY, BILH IS IN THE PROCESS OF FINALIZING A COMPREHENSIVE BILH-WIDE CONFLICT OF INTEREST POLICY WHICH WILL BE FORMALLY ADOPTED BY THE BILH BOARD PRIOR TO THE END BILH'S FISCAL YEAR ENDED SEPTEMBER 30, 2020. AS PART OF THE BILH TAX RETURN PREPARATION PROCESS, THE BILH TAX DEPARTMENT ISSUED A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE BILH BOARD OF TRUSTEES AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS WAS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR BIDN TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES.
FORM 990, PART VI, SECTION B, LINE 15DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATION'S CEO AND OTHER OFFICERS AND KEY EMPLOYEES BETH ISRAEL LAHEY HEALTH HAS A COMPENSATION COMMITTEE WHICH IS COMPOSED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL MEMBERS ARE INDEPENDENT. FOR THE PERIOD COVERED BY THIS FILING, THE COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE OF THE FOLLOWING BILH NETWORK LEADERS AND HOSPITAL PRESIDENTS: EVP HOSPITALS AND AMBULATORY SERVICES, EVP, CHIEF POPULATION HEALTH OFFICER EVP, CHIEF FINANCIAL OFFICER PRESIDENT LHMC BILH PRIMARY CARE NETWORK CHIEF INTEGRATION OFFICER CHIEF OF STAFF GENERAL COUNSEL CHIEF DEVELOPMENT OFFICER CHIEF STRATEGY OFFICER CHIEF MEDICAL OFFICER CHIEF HUMAN RESOURCES OFFICER CHIEF COMMUNICATIONS AND MARKETING OFFICER PRESIDENT-BEVERLY HOSPITAL PRESIDENT - WINCHESTER HOSPITAL PRESIDENT-BIDMC PRESIDENT-BID PLYMOUTH PRESIDENT-BID NEEDHAM PRESIDENT-BID MILTON PRESIDENT-ANNA JAQUES PRESIDENT-MOUNT AUBURN PRESIDENT-NEW ENGLAND BAPTIST SVP, STRAT PLANNING & BUS DEV DEPUTY GENERAL COUNSEL PRESIDENT-BEHAVIORAL HEALTH PRESIDENT-CONTINUING CARE CHIEF OPERATING OFFICER-BILPN CHIEF MEDICAL OFFICER-BILPN CHIEF BUSINESS OFFICER-BILPN CHIEF COMPLIANCE OFFICER FOR THE PERIOD COVERED BY THIS FILING, THE COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE OF THE TITLES OUTLINED ABOVE. THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. TO ACHIEVE THIS GOAL, THE COMMITTEE ENGAGED IN THE FOLLOWING PROCESS: COLLECTED RELEVANT BACKGROUND INFORMATION FOR EACH LISTED EXECUTIVE, INCLUDING SCOPE AND RESPONSIBILITIES OF THE POSITION AND THE LEVEL OF TOTAL COMBINED CASH AND OTHER COMPENSATION; DEFINED THE COMPARABLE MARKET AS HEALTH CARE PROVIDER ORGANIZATIONS, COMPARABLE IN SIZE (I.E., REVENUES) AND COMPLEXITY TO BILH. BILH ENGAGED A CONSULTANT TO GATHER NATIONAL, HEALTH CARE PROVIDER INDUSTRY SPECIFIC MARKET DATA FOR LISTED EXECUTIVES REGRESSED TO BILH'S NETWORK CONSOLIDATED NET OPERATING REVENUES. HOSPITAL PRESIDENTS INCLUDED IN THE LIST ABOVE WERE REGRESSED TO THEIR RESPECTIVE HOSPITAL REVENUE SCOPES. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE CEO. THE COMPENSATION PACKAGE FOR THE CEO VOTED BY THE COMPENSATION COMMITTEE WAS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. SUBSEQUENT TO THE VOTE OF THE COMMITTEE, THE OUTSIDE CONSULTING FIRM PROVIDED A "REASONABLENESS LETTER" ATTESTING TO THE INDEPENDENCE OF THE COMMITTEE AND REASONABLENESS OF THE EXECUTIVE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19BETH ISRAEL LAHEY HEALTH, 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 VIII, LINE 2NET PATIENT SERVICE REVENUE, AS REPORTED IN FORM 990, PART VIII, IS INCLUSIVE OF REVENUE RECEIVED BY DISREGARDED ENTITIES HELD BY BETH ISRAEL LAHEY HEALTH, INC. FROM CERTAIN RISK INSURANCE CONTRACT SETTLEMENTS RELATED TO THE PROVISION OF PATIENT CARE SERVICES. COROLLARY PAYMENTS TO THESE PROVIDERS IN TY18 HAVE BEEN REPORTED IN FORM 990, PART IX.
FORM 990, PART IX, LINE 11GCONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,866,812. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,866,812. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,230,876. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,230,876.
FORM 990, PART XI, LINE 9:CONSOLIDATION OF CAREGROUP 335,065. FORGIVENESS OF DEBT -852,110. OTHER CHANGES TO NET ASSETS -370,353.
FORM 990, PART XII, LINE 2CON MARCH 1, 2019, LAHEY HEALTH SYSTEM INCLUDING THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, THE BETH ISRAEL DEACONESS SYSTEM INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS ENTITIES FOR WHICH THESE LISTED ORGANIZATIONS SERVE AS SOLE MEMBER AND ADDITIONAL AFFILIATES CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). AS A NEWLY CREATED HEALTHCARE SYSTEM, BILH ENGAGED KPMG TO PERFORM A FINANCIAL AUDIT OF THE SYSTEM. THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND ITS AFFILIATES. BILH MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, BILH 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 AT ARMS-LENGTH AND IN ACCORDANCE WITH THE BILH CONFLICT OF INTEREST POLICY.
PART XII, LINE 2CON MARCH 1, 2019, LAHEY HEALTH SYSTEM INCLUDING THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, THE BETH ISRAEL DEACONESS SYSTEM INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS ENTITIES FOR WHICH THESE LISTED ORGANIZATIONS SERVE AS SOLE MEMBER AND ADDITIONAL AFFILIATES CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). AS A NEWLY CREATED HEALTHCARE SYSTEM, BILH ENGAGED KPMG TO PERFORM A FINANCIAL AUDIT OF THE SYSTEM. THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE 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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC
20 UNIVERSITY RDCAMBRIDGEMA02138841912872HEALTHCARE CONTRACTING ORGANIZATIONMA$0$0BETH ISRAEL LAHEY HEALTH INC
LAHEY CLINIC PERFORMANCE NETWORK LLC
25 MALL RDBURLINGTONMA01805273336906HEALTHCARE CONTRACTING ORGANIZATIONMA$2,962,885$10,743,308BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC
BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION LLC DBA BETH ISRAEL DEACONE
ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090043426253HEALTHCARE CONTRACTING ORGANIZATIONMA$18,725,716$13,995,055BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC
LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION LLC
41 MALL RDBURLINGTONMA01805455449249HEALTHCARE CONTRACTING ORGANIZATIONMA$11,598,388$1,453,942BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (62 entries)

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
BIDCO PHYSICIAN LLC
ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090461589743COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
BIDCO HOSPITAL LLC
247 STATION DRIVE NORTHWEST 1WESTWOODMA02090461643790COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
CAREGROUP CLINICAL RESEARCH LLC
109 BROOKLINE AVENUEBOSTONMA02215300228711TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIPMAN/A
CAREGROUP INVESTMENT PARTNERSHIP LLP
109 BROOKLINE AVENUEBOSTONMA02215043278109INVESTMENT PARTNERSHIPMAN/A
PHYSICIAN PROFESSIONAL SERVICES LLP
10 CABOT ROADMEDFORDMA02215043275078TO PROVIDE MEDICAL BILLING SERVICESMAN/A
NEW ENGLAND BAPTIST ORTHOPEDIC NETWORK LLC
125 PARKER HILL AVEBOSTONMA02120465120176TO PROVIDE ORTHOPEDIC MEDICAL SERVICESMAN/A
WINCHESTER HOSPITALSHIELDS MRI LLC
700 CONGRESS STQUINCYMA02169462523117MRI SERVICESMAN/A
SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC
700 CONGRESS ST STE 204QUINCYMA02169383989358MRI SERVICESMAN/A
HAVERHILL MOB LLC
50 CHESTNUT STNEEDHAMMA02492812856118MEDICAL OFFICE BUILDINGMAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
JORDAN COMMUNITY ACO INC
275 SANDWICH STPLYMOUTHMA02360454047430COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTHMAN/ACYes (1)
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
25 HIGHLAND AVENEWBURYPORTMA01950161744477MANAGEMENT SERVICESMAN/ACYes (1)
LAHEY CLINIC INSURANCE CO LTD
INSURANCEN/ACYes (1)CRAIG APPIN HOUSE PO BOX HM 2450HAMILTONBDBD
LEDGEWOOD HEALTHCARE CORPORATION
680 SOUTH FOURTH STREETLOUISVILLEKY40202042855189NURSING HOMEKYN/ACYes (1)
NORTHEAST PROPRIETARY CORP
85 HERRICK STREETBEVERLYMA01915042855191MEDICAL SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN ASSOCIATES INC
41 HIGHLAND AVEWINCHESTERMA01890043262963MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER HEALTHCARE ENTERPRISES INC
41 HIGHLAND AVEWINCHESTERMA01890042932059MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC
41 HIGHLAND AVEWINCHESTERMA01890472646454PHYS HOSP ORGMAN/ACYes (1)
NORTHEAST HEALTH SYSTEMS PHYSICIAN HOSPITAL ORGANIZATION INC
500 CUMMINGS CENTER STE 6500BEVERLYMA01915043258053MEDICAL SERVICESMAN/ACYes (1)
NORTHEAST PHYSICIAN PRACTICE
85 HERRICK STREETBEVERLYMA01915043285837PHYSICIAN OFFICEMAN/ACYes (1)
NPP SUPPORT SERVICES
85 HERRICK STREETBEVERLYMA01915042721511PHYSICIAN OFFICEMAN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (28 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BETH ISRAEL DEACONESS MEDICAL CENTER
S$7,935,018FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
P$13,963,964FMV
LAHEY CLINIC FOUNDATION INC
S$4,109,581FMV
LAHEY CLINIC HOSPITAL INC
S$577,977FMV
NORTHEAST MEDICAL PRACTICE INC
S$81,592FMV
MOUNT AUBURN HOSPITAL
S$1,885,877FMV
NORTHEAST HOSPITAL CORPORATION
S$1,594,002FMV
WINCHESTER HOSPITAL
S$853,113FMV
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
S$974,169FMV
JORDAN HEALTH SYSTEMS INC
S$371,679FMV
NEW ENGLAND BAPTIST HOSPITAL
S$1,117,931FMV
ANNA JAQUES HOSPITAL INC
S$202,933FMV
BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
S$726,544FMV
NORTHEAST BEHAVIORAL HEALTH CORPORATION
S$521,886FMV
NORTHEAST PROFESSIONAL REGISTRY OF NURSES
S$372,154FMV
BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC
S$621,628FMV
LAHEY CLINIC HOSPITAL INC
L$581,308FMV
NORTHEAST HOSPITAL CORPORATION
L$396,018FMV
WINCHESTER HOSPITAL
L$290,654FMV
NORTHEAST BEHAVIORAL HEALTH CORPORATION
L$265,216FMV
NORTHEAST SENIOR HEALTH CORPORATION
L$195,000FMV
LAHEY HEALTH SHARED SERVICES INC
L$1,153,180FMV
LAHEY CLINIC HOSPITAL INC
L$4,109,581FMV
NORTHEAST HOSPITAL CORPORATION
L$1,140,531FMV
NORTHEAST MEDICAL PRACTICE INC
L$72,800FMV
WINCHESTER HOSPITAL
L$977,081FMV
NORTHEAST BEHAVIORAL HEALTH CORPORATION
L$256,669FMV
NORTHEAST PROFESSIONAL REGISTRY OF NURSES
L$200,648FMV

Supplemental Information Detail SupplementalInformationDetail

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.