2019-08-15T15:35:50-05:00 2018-09-30 BDO USA LLP ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2017-10-01 042704686 Lahey Clinic Hospital Inc % TIMOTHY O'CONNOR LAHE 7817445100 41 MALL ROAD BURLINGTON MA 018050001 TIMOTHY O'CONNOR EVP/CFO/TREASURER 9782534000 2019-08-15 true Brian Vigneault P00540650 6174220700 2019-08-15 4.14.180.58 04123920192275000110 2019-08-15 P 8B848958B92263A2F38D218A1E1F89307DC248D7 7D1FA132861768FAAA6F7850C73535C89C74ABDC 2017 2019-02-21 02:37:17Z TIMOTHY O'CONNOR 41 MALL ROAD BURLINGTON MA 018050001 1014698820 false X www.lahey.org X 1980 MA LAHEY CLINIC HOSPITAL, INC., IN ASSOCIATION WITH THE TUFTS UNIVERSITY SCHOOL OF MEDICINE, PROVIDES SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES 27 16 5380 320 429621 450671 0 0 941719838 1002971165 1379862 1263577 7476048 7523455 950575748 1011758197 0 0 0 0 401584334 387209186 0 0 0 530390347 558772976 931974681 945982162 18601067 65776035 775089289 227311528 618407011 233849550 156682278 -6538022 X SEE SCHEDULE O false false 414374323 484467997 Outpatient Services Lahey Hospital & Medical Center, comprised of Lahey Clinic, Inc. & Lahey Hospital, Inc. (LHMC) provides top quality and superior patient care for a comprehensive range of outpatient services, such as cardiology, oncology, radiology, pulmonary, rehabilitation & recovery services. In FY 2018 LHMC had approximately 13,286 surgical outpatient cases. 314676986 448282660 Inpatient Services LHMC provides top quality and superior patient care. Inpatient care is available in the areas of general medicine, critical care & surgery. In FY 2018 Lahey had approximately 7,226 surgical cases and 23,997 inpatient discharges. LHMC has medical centers in Burlington and Peabody. 22210398 32745850 Emergency Services LHMC services include 24-hour emergency departments in Burlington and Peabody. In 2018, LHMC realized more the 66,000 emergency room visits. 751261707 true false false false false false false false false true true true false true true false false true false false false false false false false false true true false false true false false false false false false false false false false false false false true false false false true 0 0 5380 true true true false false false false true true false false false false X 27 16 false false false false true false false true true false false true true true true true true true true false MA X X TIMOTHY O'CONNOR 7817445100 41 MALL ROAD BURLINGTON MA 01805 Howard R Grant JD MD TRUSTEE/OFFICER/PRESIDENT/CEO 1.0 50.0 X X 0 2662373 64084 Roger L Jenkins MD TRUSTEE/PHysician 1.0 40.0 X 0 663266 72402 Richard S D'Agostino MD Trustee/Division Chair 1.0 40.0 X 0 651184 69896 Andrew G Villanueva MD Trustee/Chief Quality Officer 40.0 1.0 X 349868 0 50203 Betsey Crawford MD Trustee/Physician 1.0 40.0 X 0 258786 38951 Arthur P Mourtzinos MD Trustee/Physician 1.0 40.0 X 0 673836 50452 Rebecca C Yang MD Trustee Thru 4/30/18/Physician 1.0 40.0 X 0 386234 59248 Eric M Bailey Trustee 1.0 0.0 X 0 0 0 Ann Marie Connolly Trustee/chair 1.0 0.0 X 0 0 0 James D Irving Trustee 1.0 0.0 X 0 0 0 J William Poduska Trustee 1.0 0.0 X 0 0 0 Stuart Reese Trustee 1.0 0.0 X 0 0 0 Carolyn Ain Trustee 1.0 0.0 X 0 0 0 Jane C Edmonds Trustee 1.0 0.0 X 0 0 0 Deborah McKenna Trustee through 9/10/2018 1.0 0.0 X 0 0 0 David Wajsgras Trustee 1.0 0.0 X 0 0 0 Edward Eskandarian Trustee 1.0 0.0 X 0 0 0 Roger W Crandall Trustee 1.0 0.0 X 0 0 0 David Lang trustee 1.0 0.0 X 0 0 0 Linda McGoldrick Trustee 1.0 0.0 X 0 0 0 Greg Schmergel Trustee 1.0 0.0 X 0 0 0 Alice A Hunter MD Trustee/Physician 1.0 40.0 X 0 622897 28948 Christine Winger MD trustee/physician 1.0 40.0 X 0 475314 76453 Joan McArdle Trustee Elected 6/8/2018 1.0 0.0 X 0 0 0 Peter C Nordblom Trustee 1.0 0.0 X 0 0 0 Jayashri Srinivasan MD Division Chair ELECTED 6/8/18 1.0 40.0 X 0 427694 64305 Wayne Saltsman MD Trustee/Exofficer/Physician 1.0 40.0 X 0 286036 33374 Timothy O'Connor OFFICER/EVP/CFO & TREASURER 1.0 50.0 X 0 651294 195884 David G Spackman JD officer/svp gov affairs & gen 1.0 50.0 X 0 414227 51406 Maryellen Lear officer/director, legal suppor 1.0 40.0 X 0 101568 30151 Peter R Lloyd officer/vp corporate finance 1.0 40.0 X 0 346527 61493 Elizabeth P Conrad SVP Chief HR Officer 1.0 40.0 X 0 374430 60864 Richard J Guarino VP Hospital Based Clin Dept 40.0 1.0 X 292535 0 33091 Stephen L Demers VP Surgical Services 40.0 1.0 X 291284 0 57405 Tracy A Galvin MSNRN Chief Nursing Officer 40.0 1.0 X 309439 0 25414 Efstathios Antoniades COO LHMC 40.0 1.0 X 328754 0 52612 Kevin Bennett VP Financial Services 1.0 40.0 X 0 287950 63302 William Robertson SVP & Chief Facilities Officer 1.0 40.0 X 0 277769 58290 David Longworth MD CMO CP LHMC Chair PC 40.0 1.0 X 692121 0 40486 Harold E Lawson Jr SVP Chief Revenue Officer Fina 1.0 40.0 X 0 351943 70547 Eric D Berger VP Supply Chain 1.0 40.0 X 0 190103 33820 Joanne M conroy EVP LHS&CEO LHMC Thru 8/14/17 40.0 0.0 X 748357 0 20609 Patrick Jordan COO LHMC Thru 6/30/17 40.0 0.0 X 491458 0 21499 Linda L Weller-Newcomb VP Cancer Services 40.0 0.0 X 288010 0 51802 PER H HALVORSEN CHIEF PHYSICIST RAD ONCOLOGY 40.0 0.0 X 255151 0 1875 Edward M Nadolny Chief Perfusionist 40.0 0.0 X 261507 0 66761 4308484 10103431 1605627 609 false true false None - See Schedule O 0 0 NET PATIENT SERVICE REVENUE 621400 965496507 965496507 OTHER OPERATING REVENUES 621400 34991766 34991766 PROGRAM RESTRICTED REVENUE 621400 2127701 2127701 LABORATORY REVENUES 621500 355191 355191 1002971165 1211846 1211846 0 0 62637 62637 0 62637 62637 2992354 2940623 51731 51731 51731 0 0 0 0 0 0 0 0 0 CAFETERIA REVENUES 722210 3977165 3977165 PARKING GARAGE REVENUES 812930 3409223 3409223 GIFT SHOP REVENUE 453220 74430 74430 7460818 1011758197 1002615974 429621 8712602 0 0 0 0 4308484 4109817 198667 0 285648154 272476758 13171396 37242546 35525271 1717275 39539526 37716336 1823190 20470476 19526571 943905 0 0 0 0 0 0 36153847 26616130 9537717 41632 41632 3717755 2512055 1205700 1804884 1520795 284089 0 15159855 12272460 2887395 484110 407911 76199 0 0 10477077 6534553 3942524 0 60908979 14708893 46200086 769569 769569 MEDICAL SUPPLIES 242909259 242908067 1192 GENERAL SUPPLIES 51740243 43716542 8023701 MASS HEALTH SAFETY NET ASSESS 15354104 15354104 ADMIN AND GENERAL 119251662 29939979 89311683 945982162 751261707 194720455 0 0 0 69525271 38645777 0 0 88761910 98579697 0 0 0 0 0 0 14129633 14763228 5362635 5585937 4002694 2488813 4002694 36872560 38033960 10234798 13323782 0 0 0 0 547713669 14376453 775089289 227311528 367779524 54972704 0 0 0 0 0 0 0 0 0 0 35243037 0 5446339 3258275 209938111 175618571 618407011 233849550 X 81474012 156682278 75208266 -163220300 0 0 156682278 -6538022 775089289 227311528 X 65776035 -714710 -228281625 X false true X true false X 47107212 43449 -4207081 51357742 49853659 1462634 4209081 47107212 46038858 3814801 49853659 55687369 -1657938 7990573 46038858 43574283 -466914 -12580000 55687369 1.00000 false false 0 4002694 4002694 0 4002694 INVESTMENTS, OTHER SECURITIES 13323782 13323782 INTERCOMPANY RECIEVABLES 1795239 PROFESSIONAL INSURANCE RECEIV 7254054 INVESTMENT - SHIELDS MRI 4270122 INVESTMENT - NEPC LLC 7100 INVESTMENT - OTHER 1049938 14376453 0 ESTIMATE DUE TO THIRD PARTY IN 14303028 INTERCOMPANY PAYABLES 151578346 OTHER NON-CURRENT LIABILITIES 141497 ESTIMATED THIRD PARTY SETTLEME 9595700 175618571 782162085 -714710 -228881402 -229596112 1011758197 1011758197 945382385 945382385 599777 599777 945982162 PART X, LINE 2 THE ORGANIZATION'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. PART XI, LINE 4D - OTHER ADJUSTMENTS PENSION PLAN OCI - $30,811,691 TRANSFER OF ASSETS - ($259,693,093) TOTAL ($228,881,402) PART XII, LINE 4D CUSTODIAN EXPENSES: $ 221,627 NON OP ALLOCATION: $ 378,151 TOTAL: $ 599,777 true true X true X true X true true true false true true 9108011 2426784 6681227 0.00710 67784740 63304713 4480027 0.00470 25914294 15764661 10149633 0.01070 102807045 81496158 21310887 0.02250 33800830 8736326 25064504 0.02650 33800830 8736326 25064504 0.02650 136607875 90232484 46375391 0.04900 true 7797546 1106663 325286281 313419283 11866998 X true true None 1 1 lahey clinic hospital inc 41 mall road burlington MA 01805 X X X X X medical research conducted under the lahey clinic, inc. LAHEY CLINIC HOSPITAL INC 1 false false true X X X X X X X X X 15 true true false true X WWW.LAHEY.ORG X X true 16 true WWW.LAHEY.ORG false true X 200. 400. X X X X true true true X WWW.LAHEY.ORG X true false true X false false PART V, SECTION B, LINE 3J IDENTIFIED AND EVALUATED SOCIAL DETERMINANTS OF HEALTH. Part V, Section B, Line 5 The Community Health Needs Assessment Project team conducted a series of interviews with LHMC staff and a representative set of the leading community health stakeholders. These interviews allowed the project team to engage the community and capture qualitative data related to community health needs, community priorities, social determinants of health, service gaps, barriers to care, and the population groups most at-risk. These interviews were also critical to the development of LHMC's community health improvement plan (CHIP) as they provided important information related to LHMC's strategic response and explored possible partnerships. Overall, nearly 100 people were involved through our interviews, community forums and strategic planning sessions. PART V, SECTION B, LINE 6A LAHEY CLINIC & MEDICAL CENTER, 41 MALL ROAD, BURLINGTON, MA 01805 LAHEY MEDICAL CENTER, ONE ESSEX CENTER DRIVE, PEABODY, MA 01960 WINCHESTER HOSPITAL BEVERLY HOSPITAL ADDISON GILBERT HOSPITAL Part V, Section B, Line 7D The results of the CHNA were made publically available in various ways including on the LHMC website, distribution to internal and external community stakeholders and presentations to hospital leaders and staff. In addition, report out sessions for key stakeholders in each municipality have been scheduled and will be complete by FY17. The goal of the sessions is to present the findings of the CHNA and to engage them in discussion to gain better understanding of their perceptions of the current health needs, social determinants of health, barriers to care in their communities and discuss potential opportunities for collaboration. Part V, Section B, Line 11 In FY16, Lahey Hospital & Medical Center, in conjunction with all four hospitals in the Lahey Health System, completed the required triennial Community Health Needs Assessment (CHNA). The purpose of the CHNA is to inform and guide the hospital's selection of and commitment to programs and initiatives that address the health needs of the communities it serves. The assessment was conducted in partnership with John Snow Inc. public health management consulting and research organization. LHMC Community Benefits Service Area LHMC serves individuals who come from throughout the United States and from nations around the world. With respect to community benefits, LHMC focuses its efforts more narrowly on the communities in its primary, local service area. More specifically, LHMC's community benefits investments are focused on expanding access, addressing barriers to care and improving the health status of residents living in the following 13, mostly contiguous, municipalities located in Middlesex and Essex counties: Arlington, Bedford, Billerica, Burlington, Lexington, Peabody, Reading, Stoneham, Tewksbury, Wakefield, Wilmington, Winchester and Woburn. LHMC also serves patients from Lowell and Haverhill due to long-standing program affiliations in these cities/towns, and as a result has collected health status information from these communities. However, because these communities are included in other hospitals' community benefits service areas, they have not been included in LHMC's Community Health Improvement Plan (CHIP). Methodology The CHNA was conducted in three phases, allowing LHMC to: -Compile an extensive amount of quantitative and qualitative data -Engage and involve key internal and external stakeholdersrs -Develop a report and detailed CHIP -Comply with all state and federal IRS community benefits requirements Data sources included a broad array of publicly available secondary data, key informant interviews, community forums and the 2015 LHMC Community Health Survey, which captured information from hundreds of random households in LHMC's primary service area. Quantitative Data Sources: -Massachusetts Community Health Information Profile (MassCHIP) -U.S. Census Bureau, American Community Survey 5-Year Estimates (2009-2013) -Behavioral Risk Factor Surveillance System (BRFSS) (2012-2013 aggregate) -CHIA Inpatient Discharges -Massachusetts Health Data Consortium (MHDC) Emergency Department (ED) Visits -Massachusetts Hospital Inpatient Discharges (2008-2012) -Massachusetts Cancer Registry (2007-2011) -Massachusetts Communicable Disease Program (2011-2013) -Massachusetts Hospital ED Discharges (2008-2012) -Massachusetts Vital Records (2008-2012) -Massachusetts Bureau of Substance Abuse Services (BSAS) (2013) -Massachusetts Board of Health Qualitative Data Sources: In order to obtain targeted data and understand the health issues currently perceived by the community, interviews and listening sessions were conducted: -Informant interviews with external stakeholders (28 completed) -Random household surveys (1,137 completed in the LHMC service area) -Community listening sessions (two sessions) Priority Target Populations LHMC focuses its activities to meet the needs of all segments of the population with respect to age, race, ethnicity, income, gender identity and sexual orientation to ensure that all residents have the opportunity to live healthy lives. However, based on the assessment's quantitative and qualitative findings, there was broad agreement that LHMC's CHIP should target low-income populations (low-income individuals/families, older adults on fixed incomes, and homeless), older adult populations (frail, isolated older adults), youths/adolescents (13-18-year-olds, those in middle school and high school) and other vulnerable populations (diverse racial/ethnic minority and linguistically isolated populations) that are more likely than other cohorts to face disparities in access and health outcomes. Community Health Priorities In response to the priority health needs identified in the 2016 CHNA, LHMC developed a three year Community Health Improvement Plan (CHIP). The CHIP was developed with input from the LHMC Community Benefits Advisory Board and approved by the LHMC board of directors. In addition, feedback from community report out sessions was taken into consideration when developing the plan. The community benefits programs offered in FY16 were designed to address the priority health needs identified in the 2016 CHNA, along with the Massachusetts Statewide Health Priorities identified by the Executive Office of Health and Human Services. Priority Community Health Needs Identified in the 2016 CHNA: -Behavioral Health/Substance Abuse -Elder Health Social Isolation, Depression, Care Management -Wellness, Prevention & Chronic Disease Management Statewide Priority Needs: -Address Unmet Health Needs of the Uninsured -Chronic Disease Management in Disadvantaged Populations -Promoting Weliness of Vulnerable Populations -Reducing Health Disparities -Supporting Health Care Reform Please Change the information for Fy 16 Key Community Benefits Programs and Outcomes to the following: FY 18 Key Community Benefits Programs & Outcomes Listed below are some of the key programs that LHMC provided in FY18, often in collaboration with key community partners, in response to the needs identified in our most recent CHNA: LHMC continued our successful partnership with Minuteman Senior Services to provide a Serving Health Information Needs of Everyone (SHINE) counselor at the Burlington, Arlington, and Winchester Councils on Aging. This year we were able to serve 700 people through the program in the community, which was an 11% increase over FY17, and 85 people were served by a counselor on-site at the LHMC campus or the Winchester Cancer Center, which was a 21% increase over FY17. LHMC expanded our Senior Farmers Market partnership with New Entry Sustainable Farming Projects Community Supported Agriculture (CSA) program to enable 50 seniors in Burlington, 70 seniors in Arlington and now 70 seniors in Billerica to receive free fresh fruits and vegetables once a week for 20 weeks. In FY18, over 30,000 pounds of produce was distributed across all locations. LHMC partnered with the North Suburban YMCA and the Burlington and Arlington Council on Aging to offer a free low-impact aerobics class for 24 seniors once a week year-round. LHMC allocated $60,000 in mini-grant funding to local community health, social service, and municipal partners to address health disparities identified in the LHMC Community Health Needs Assessment (CHNA). LHMC provided Stop the Bleed trainings to first responders, community members and health care workers. In FY18, LHMC trained 919 community members throughout our community benefits service area at over 30 separate events. LHMC provided over 100 hours of clinic time at our free weekly blood pressure clinics at the Burlington Mall. LHMC provided a medication disposal box on-site at our pharmacy for use by community residents and collected and disposed of over 470 pounds of unwanted and unused medications. LHMC provided breast cancer risk assessments for over 25,000 people to identify those at high risk for the disease. LHMC provided funding to support a mobile market in Lowell that increased access to fresh fruits and vegetables for over 1,400 low-income seniors. LHMC partnered with the Burlington Recreation Department to provide funding for an outdoor fitness facility for community residents. In FY18, LHMC funded a $25,000 grant to support The Bedford DASH. The Bedford DASH was able to provide more than 2,700 rides to community residents over the course of a year. LHMC partnered with the Burbank YMCA in Reading and the North Suburban YMCA in Woburn to provide five sessions of the LIVESTRONG program for cancer survivors. Over 70 people were able to benefit from the classes. In FY18, LHMC partnered with the Housing Corporation of Arlington (HCA) to provide a $30,000 grant to support the addition of a social worker to its team to support its Homelessness Prevention Program (HPP). PART I, LINE 7 THE AMOUNTS LISTED ON SCHEDULE H, PART I, LINE 7, ITEMS A, B, C, AND G WERE DETERMINED BY USING THE COST TO CHARGE RATIO CALCULATION INCLUDED IN THE IRS FORM 990 INSTRUCTIONS REFERENCING SCHEDULE H, PART I, LINE 7, IRS WORKSHEET #2. PART III, LINE 2 This amount includes all actual bad debt write-offs and subsequent recoveries on the patient accounts receivable, also included is an estimate of the allowance for bad debts on outstanding patient receivables. The percentages that are used to calculate the allowance for bad debts are based on historical write-offs and recoveries, the percentages are applied to the aging of the accounts receivable to arrive at an estimated dollar value. PART III, LINE 3 $1,106,663 per the internal financial assistance policy, these amounts are for patients who meet the poverty guidelines outlined in the policy. All patient applications for financial assistance are approved by senior leadership. PART III, LINE 4 IN accordance with FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) accounting STANDARDS UPDATE 2011-7 (ASU 2011-7), HEALTH CARE ENTITIES: PRESENTATION AND DISCLOSURE OF NET REVENUE, PROVISION FOR BAD DEBTS AND ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS, Lahey clinic hospital reports BAD DEBTS RELATING TO PATIENT SERVICE REVENUE SEPARATELY IN THE STATEMENT OF OPERATIONS AS A COMPONENT OF NET PATIENT SERVICE REVENUE, BAD DEBTS ASSOCIATED WITH ACTIVITIES OTHER THAN PATIENT SERVICE REVENUE WILL CONTINUE TO BE REPORTED AS AN OPERATING EXPENSE. PART III, LINE 9B LAHEY CLINIC HOSPITAL, INC. MAKES THE SAME REASONABLE EFFORT AND FOLLOWS THE SAME REASONABLE PROCESS FOR COLLECTING ON BILLS OWED BY AN UNINSURED PATIENT AS IT DOES FOR ALL OTHER PATIENTS. LAHEY CLINIC HOSPITAL, INC., WHEN REQUESTED BY A PATIENT AND BASED ON AN INTERNAL REVIEW OF EACH PATIENT'S FINANCIAL STATUS, MAY OFFER A PATIENT AN ADDITIONAL DISCOUNT ON AN UNPAID HOSPITAL BILL. ANY SUCH REVIEW SHALL BE PART OF A SEPARATE HOSPITAL FINANCIAL ASSISTANCE PROGRAM THAT IS APPLIED ON A UNIFORM BASIS TO ALL PATIENTS, AND WHICH TAKES INTO CONSIDERATION THE PATIENT'S DOCUMENTED FINANCIAL SITUATION AND THE PATIENT'S INABILITY TO MAKE A PAYMENT AFTER REASONABLE COLLECTION ACTIONS. ANY DISCOUNT THAT IS PROVIDED BY THE HOSPITAL IS CONSISTENT WITH FEDERAL AND STATE REQUIREMENTS, AND DOES NOT INFLUENCE A PATIENT TO RECEIVE SERVICES FROM THE HOSPITAL. BEFORE ANY DEBT COLLECTION EFFORTS BEGIN, LAHEY CLINIC HOSPITAL, INC. WILL FIRST SHOW THAT IT HAS A CURRENT UNPAID BALANCE THAT IS RELATED TO SERVICES PROVIDED TO A PATIENT AND THOSE SERVICES ARE NOT COVERED BY A PRIVATE INSURER, A GOVERNMENT PROGRAM SUCH AS MEDICARE, MEDICAID/MASSHEALTH, THE HEALTH SAFETY NET, TRICARE/VETERANS ADMINISTRATION PROGRAMS, OR BY LAHEY CLINIC HOSPITAL, INC'S FINANCIAL ASSISTANCE PROGRAM. LAHEY CLINIC HOSPITAL, INC. FOLLOWS AND DOCUMENTS REASONABLE COLLECTION/BILLING PROCEDURES FOR UNPAID BALANCES, WHICH INCLUDE: (1) AN INITIAL BILL SENT TO THE PATIENT OR THE PARTY RESPONSIBLE FOR THE PATIENT'S PERSONAL FINANCIAL OBLIGATIONS. THE INITIAL BILL WILL INCLUDE INFORMATION ABOUT THE AVAILABILITY OF A FINANCIAL ASSISTANCE PROGRAM THAT MAY COVER THE COST OF THE HOSPITAL'S BILL; (2) SUBSEQUENT BILLINGS, TELEPHONE CALLS, COLLECTION LETTERS, PERSONAL CONTACT NOTICES, COMPUTER NOTIFICATIONS, OR ANY NOTIFICATION METHOD THAT CONSTITUTES A GENUINE EFFORT TO CONTACT THE PARTY RESPONSIBLE FOR THE OBLIGATION AND INFORMS THE PATIENT OF THE AVAILABILITY OF FINANCIAL ASSISTANCE; (3) IF POSSIBLE, DOCUMENTATION OF ALTERNATIVE EFFORTS TO LOCATE THE PARTY RESPONSIBLE FOR THE OBLIGATION OR THE CORRECT ADDRESS ON BILLINGS RETURNED BY THE POSTAL SERVICE AS "INCORRECT ADDRESS"UNDELIVERABLE (4) SENDING A FINAL NOTICE BY CERTIFIED MAIL FOR UNINSURED PATIENTS (THOSE WHO ARE NOT ENROLLED IN A PUBLIC PROGRAM SUCH AS THE HEALTH SAFETY NET OR MEDICAID/MASSHEALTH) WHO INCUR A BALANCE OF $1,000 AND GREATER, INCLUDING AN EMERGENCY BAD DEBT BALANCE OF $1,000 OR GREATER ON EMERGENCY LEVEL SERVICES, WHERE NOTICES HAVE NOT BEEN RETURNED AS "INCORRECT ADDRESS"UNDELIVERABLEALSO NOTIFYING THE PATIENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE COMMUNICATION; (5) DOCUMENTATION OF CONTINUOUS BILLING OR COLLECTION ACTION UNDERTAKEN ON A REGULAR, FREQUENT BASIS IS MAINTAINED, SUCH DOCUMENTING IS MAINTAINED UNTIL AUDIT REVIEW BY A FEDERAL AND/OR STATE AGENCY OF THE FISCAL YEAR COST REPORT IN WHICH THE BILL OR ACCOUNT IS REPORTED, THE FEDERAL MEDICARE PROGRAM AND THE STATE DIVISION OF HEALTH CARE FINANCE AND POLICY FOR PURPOSES OF THE HEALTH SAFTEY NET PROGRAM, DEEMS 120 DAYS AS APPROPRIATE FOR CONTINUOUS BILLING OR COLLECTION ACTIONS; AND (6) CHECKING THE MASSACHUSETTS ELIGIBILITY VERIFICATION SYSTEM (EVS) TO ENSURE THAT THE PATIENT IS NOT A LOW INCOME PATIENT AS DETERMINED BY THE OFFICE OF MEDICAID AND HAS NOT SUBMITTED AN APPLICATION TO THE VIRTUAL GATEWAY SYSTEM FOR COVERAGE OF THE SERVICES UNDER A PUBLIC PROGRAM, PRIOR TO SUBMITTING CLAIMS TO THE HEALTH SAFETY NET OFFICE FOR EMERGENCY BAD DEBT COVERAGE OF AN EMERGENCY LEVEL OR URGENT CARE SERVICE. LAHEY CLINIC HOSPITAL, INC. CONTRACTS WITH OUTSIDE COLLECTION AGENCIES TO ASSIST IN THE COLLECTION OF CERTAIN ACCOUNTS, INCLUDING PATIENT RESPONSIBLE AMOUNTS NOT RESOLVED AFTER ISSUANCE OF HOSPITAL BILLS AND/OR FINAL NOTICES. LAHEY CLINIC HOSPITAL, INC. DOES NOT REPORT A PATIENT HOSPITAL DEBT TO A CREDIT REPORTING AGENCY AND HAS NOT REPORTED ANY SUCH BAD DEBTS TO ANY CREDIT REPORTING AGENCY DURING THE TAX YEAR. PART VI (2) NEEDS ASSESSMENT Lahey Hospital & Medical Center is committed to benefiting the communities we serve by collaborating with the community partners to identify health needs, improve the health status of community residence, address health disparities and educate community members about prevention and self-care. As a nonprofit health system, Lahey Health acts as a steward of the communities we serve. Our growing network of primary care physicians, specialists and behavioral and senior care services is collaborating to make a difference in the health of our region, one person at a time. Through our comprehensive Community Health Needs Assessment, we have identified the following opportunities for health improvement: a) Promoting wellness, prevention and chronic disease management. b) Increasing awareness and screening for domestic violence, mental health/substance use services, as well as access to services. c) Improving elder health through enhanced fitness, balance, and overall health access to care. PART VI (3) PATIENT EDUCATION OF ELIGIBILITY ASSISTANCE Patients are informed about the availability of financial assistance through their appointment reminders which they receive prior to a scheduled appointment. They are made aware of financial assistance through the patient billing statement they receive for services rendered. Also, signs informing patients of the availability of financial assistance are displayed at every registration/check-in station throughout the hospital. PART VI (4)COMMUNITY INFORMATION LAHEY HOSPITAL & MEDICAL CENTER (LHMC) IS A WORLD-RENOWNED ACADEMIC MEDICAL CENTER WITH A REPUTATION FOR CLINICAL EXCELLENCE. LHMC IS A PHYSICIAN-LED, NONPROFIT GROUP PRACTICE PROVIDING QUALITY HEALTH CARE IN VIRTUALLY EVERY SPECIALTY AND SUBSPECIALTY, FROM PRIMARY CARE TO CANCER DIAGNOSIS AND TREATMENT TO KIDNEY AND LIVER TRANSPLANTATION. LHMC SERVES INDIVIDUALS WHO COME FROM THROUGHOUT UNITED STATES AND FROM NATIONS THROUGHOUT THE WORLD. WITH RESPECT TO COMMUNITY BENEFITS, LHMC FOCUSES ITS EFFORTS MORE NARROWLY ON THE COMMUNITIES IN ITS PRIMARY, LOCAL SERVICE AREA. DEMOGRAPHICALLY AND SOCIO-ECONOMICALLY, LHMC FOCUSES ITS COMMUNITY BENEFITS ACTIVITIES TO MEET THE NEEDS OF ALL SEGMENTS OF THE POPULATION WITH RESPECT TO AGE, RACE/ETHNICITY, INCOME, AND THE BROAD RANGE OF THE OTHER WAYS THAT POPULATIONS CHARACTERIZE THEMSELVES, TO ENSURE THAT ALL RESIDENTS HAVE THE OPPORTUNITY TO LIVE HEALTHY, HAPPY, AND FULFILLING LIVES. PART VI (7) STATE FILING OF COMMUNITY BENEFIT REPORT Massachusetts. PART VI, (5) PROMOTION OF COMMUNITY HEALTH Wellness, Prevention & Chronic Disease Management o Lowell Mobile Market Program o Hemorrhage-Control Trainings o Fall and Injury Prevention Classes o Patient Financial Counselors o Womens Health Lecture Series o Cooking up Good Health Nutrition Program o Enhancing the Built Environment: Free Fitness Court in Burlington o Safe Needle Disposal Support o Increasing Access to Care: LHMC Transportation Program o Increasing Access to Transportation: The Bedford DASH Program o Increasing Access to Care: Housing Corporation of Arlington Social Worker Program o Healthy State: Web-Based Health news o Assessing Risk in the Schools o Free Breast Cancer Risk Assessment o Lahey Integrative Acupuncture Program o Lahey Health Community Conversations on Cancer o Livestrong at the YMCA o Pink Breast Cancer Survivorship Program Elder Health o Serving Health Information Needs of Everyone Program o Low-Impact Aqua Aerobics Program o Increasing Food Access and Nutrition Support for Seniors o Free Senior Exercise Class Behavioral Health o LHMC Domestic Violence Initiative o Domestic Violence Support Group o Wilmington High School Wildcat Program: Substance Use Awareness and Education o Medication Disposal Box Program o Community Education: A Systems Approach to the Opioid Epidemic o Support Groups X X X X X X false true false false false false false true false Howard R Grant JD MD TRUSTEE/OFFICER/PRESIDENT/CEO 1049316 1613057 29298 34786 2726457 Timothy O'Connor OFFICER/EVP/CFO & TREASURER 627294 24000 164200 31684 847178 Roger L Jenkins MD TRUSTEE/PHysician 581693 57048 24525 36000 36402 735668 Richard S D'Agostino MD Trustee/Division Chair 609184 42000 36000 33896 721080 Andrew G Villanueva MD Trustee/Chief Quality Officer 292290 57578 36000 14203 400071 Betsey Crawford MD Trustee/Physician 195320 39466 24000 35206 3745 297737 Arthur P Mourtzinos MD Trustee/Physician 601736 53500 18600 19056 31396 724288 Rebecca C Yang MD Trustee Thru 4/30/18/Physician 328634 33600 24000 31284 27964 445482 David G Spackman JD officer/svp gov affairs & gen 384686 12900 16641 25884 25522 465633 Peter R Lloyd officer/vp corporate finance 322527 24000 36000 25493 408020 Elizabeth P Conrad SVP Chief HR Officer 350430 24000 29296 31568 435294 Richard J Guarino VP Hospital Based Clin Dept 268535 24000 33091 325626 Stephen L Demers VP Surgical Services 269325 500 21459 25884 31521 348689 Joanne M conroy EVP LHS&CEO LHMC Thru 8/14/17 429655 318702 5400 15209 768966 Alice A Hunter MD Trustee/Physician 532797 35920 54180 3600 25348 651845 Patrick Jordan COO LHMC Thru 6/30/17 243462 247996 5400 16099 512957 Tracy A Galvin MSNRN Chief Nursing Officer 285439 24000 25414 334853 Efstathios Antoniades COO LHMC 315190 13564 19056 33556 381366 Christine Winger MD trustee/physician 381277 51637 42400 36000 40453 551767 Kevin Bennett VP Financial Services 263950 24000 36000 27302 351252 Linda L Weller-Newcomb VP Cancer Services 263610 24400 29298 22504 339812 PER H HALVORSEN CHIEF PHYSICIST RAD ONCOLOGY 237318 17833 1875 257026 William Robertson SVP & Chief Facilities Officer 266329 11440 25884 32406 336059 Jayashri Srinivasan MD Division Chair ELECTED 6/8/18 401069 2625 24000 34698 29607 491999 Wayne Saltsman MD Trustee/Exofficer/Physician 243517 42519 33374 319410 David Longworth MD CMO CP LHMC Chair PC 648038 44083 29298 11188 732607 Harold E Lawson Jr SVP Chief Revenue Officer Fina 321176 30767 29298 41249 422490 Eric D Berger VP Supply Chain 181687 8416 33820 223923 Edward M Nadolny Chief Perfusionist 228582 17000 15925 36413 30348 328268 Part I, Line 3 INDEPENDENT MEMBERS OF THE LAHEY HEALTH SYSTEM, INC. ("LHS") BOARD OF TRUSTEES COMPRISE THE COMPENSATION COMMITTEE. THE COMMITTEE SETS THE COMPENSATION AND BENEFITS FOR THE CEO. THE COMMITTEE SEEKS THE ADVICE OF EXTERNAL COMPENSATION CONSULTANTS. COMPARABILITY DATA IS PROVIDED, ANALYZED AND DOCUMENTED BY THE EXTERNAL CONSULTANTS. LHS AND ITS RELATED ORGANIZATIONS' SENIOR VP AND CHIEF HUMAN RESOURCES OFFICER PROVIDES THE COMMITTEE WITH ANY REQUESTED INFORMATION. PART I, LINE 4A LHS AND ITS RELATED ORGANIZATIONS HAVE EMPLOYMENT AGREEMENTS THAT CONTAIN SEVERANCE, TRANSITION AND SEPARATION (OR A COMBINATION THEREOF) PAYMENT PROVISIONS. THE FOLLOWING INDIVIDUALS RECEIVED SUCH PAYMENTS: Joanne Conroy, EVP LHS & CEO LHMC $300,959 Patrick Jordan, COO LHMC $223,996 PART I, LINE 4B As required by this Form 990, Schedule J, Compensation Information, the compensation detail included in Lahey Clinic Hospital, Inc.'s (LCH) Form 990 for the fiscal year ended September 30, 2018 is calendar year 2017 detail. During the 2017 calendar year, Lahey Health System, Inc. and related organizations were participating employers in the Lahey Clinic 457(f) Non-Qualified 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 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. Lahey Clinic 457(f) Non-Qualified Defined Contribution Plan: For the period covered by this filing Mr. Timothy OConnor served as Executive Vice President, Chief Financial Officer, and Treasurer of the entities listed below and during the 2017 calendar year he received a $128,000 employer contribution to his 457f plan. This amount has been reported in Form 990, Schedule J, Part II, Column C, Deferred Compensation in accordance with the instructions to this Form 990. As of December 31, 2017, that amount was unvested. - Lahey Health System, Inc. - Lahey Clinic Foundation, Inc. - Lahey Clinic Hospital, Inc. - Lahey Clinic, Inc. - Lahey Health Shared Services, Inc. - Lahey Physician Community Organization I, Inc. - Northeast Hospital Corporation - Northeast Medical Practice, Inc. - Northeast Health System, Inc. - Northeast Senior Health Corporation, - Northeast Professional Registry of Nurses, Inc. - Northeast Behavioral Health Corporation - CAB Health and Recovery Services, Inc. - Health and Education Housing Services, Inc. - Seacoast Nursing and Rehabilitation Center, Inc. - Addison Gilbert Society, Inc. - Winchester Healthcare Management, Inc. - Winchester Hospital - Winchester Hospital Foundation, Inc. For the period covered by this filing, Dr. Howard Grant served as President, Chief Executive Officer and Trustee (Ex-Officio) for the entities listed below. Other Reportable Compensation for Dr. Grant includes $1,570,457 related to a 457f benefit. This amount represents a retirement benefit that was earned and accrued, although not vested, over a six-year period. The benefit contained a cliff vesting provision which was achieved in 2017. As required by Form 990, employer contributions for prior reporting periods were reported as deferred compensation in each previous year as accrued, even though when reported as deferred compensation the amounts were not vested. Those amounts are reported again in this filing as Other Reportable Compensation as required. - Lahey Health System, Inc. - Lahey Clinic Foundation, Inc. - Lahey Clinic Hospital, Inc. - Lahey Clinic, Inc. - Lahey Health Shared Services, Inc. - Lahey Physician Community Organization I, Inc. - Northeast Hospital Corporation - Northeast Medical Practice, Inc. - Northeast Health System, Inc. - Northeast Senior Health Corporation, - Northeast Professional Registry of Nurses, Inc. - Northeast Behavioral Health Corporation - CAB Health and Recovery Services, Inc. - Health and Education Housing Services, Inc. - Seacoast Nursing and Rehabilitation Center, Inc. - Addison Gilbert Society, Inc. - Winchester Healthcare Management, Inc. - Winchester Hospital - Winchester Hospital Foundation, Inc. Lahey Clinic 457(b) Retirement Savings Plan: As noted above, Lahey Health System, Inc. and related organizations were participating employers in the Lahey Clinic 457(b) Retirement Savings Plan. During the period covered by this filing, eligible employees were entitled to defer a portion of their income pursuant to this plan. This plan is completely employee funded. Employees listed in this Form 990 Part VII and Schedule J and who participated in this plan during the 2017 calendar year are listed below with the amounts deferred. In accordance with the instructions to this Form 990, these amounts have been included in Other Reportable Income for each employee listed here. Dr. Howard Grant, see above for titles and responsible legal entities; Amount deferred $18,000 Dr. Richard DAgostino, Trustee, Division Chair of Cardiovascular and Thoracic Surgery and Physician; Amount deferred $18,000 Dr. Andrew Villanueva, Trustee, Chief Quality Officer and Physician; Amount deferred $18,000 Dr. Alice Hunter, Trustee and Physician; Amount deferred $18,000 Dr. Wayne Saltsman, Trustee (Ex-Offico) and Physician; Amount deferred $18,000 Dr. Christine Winger, Trustee and Physician; Amount deferred $18,000 Dr. David Longworth, Chief Medical Officer Lahey Hospital & Medical Center and Physician; Amount deferred $18,000 PART I, LINE 7 THE NON-FIXED PAYMENT BONUSES REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II) ARE DETERMINED BY THE COMPENSATION COMMITTEE, WHICH INCLUDES TRUSTEES. IN A SUBJECTIVE MANNER, THE COMMITTEE TAKES INTO ACCOUNT THE ACHIEVEMENTS OF BOTH THE ORGANIZATION AND THE INDIVIDUAL TO DETERMINE THE APPROPRIATE AMOUNT OF SUCH BONUSES, WHICH INCLUDE, BUT NOT LIMITED TO, THE ORGANIZATION MEETING ITS CORPORATE GOALS; FINANCIAL PERFORMANCE MEASURES AND QUALITY MEASURES (SUCH AS PATIENT SATISFACTION AND QUALITY OF CARE). PART II LHS AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE OR OFFICER IN THEIR CAPACITY AS TRUSTEE OR OFFICER. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THEIR CAPACITY OTHER THAN TRUSTEE OR OFFICER, WHICH IS LISTED ON FORM 990, PART VII, DIRECTLY FOLLOWING THE TITLE OF TRUSTEE AND/OR OFFICER. FORM 990, PART I, LINE 1 AND FORM 990, PART III, LINE 1 LAHEY CLINIC HOSPITAL, INC., IN ASSOCIATION WITH THE TUFTS UNIVERSITY SCHOOL OF MEDICINE, PROVIDES SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES FOR EVERY PATIENT. AS ONE OF THE WORLD'S PREMIER HEALTH CARE ORGANIZATIONS, LAHEY CLINIC HOSPITAL, INC. AIMS TO EXCEED EACH DAY ITS PATIENT'S HIGH EXPECTATIONS FOR SERVICE, AND ADVANCE MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS. IN ADDITION, LAHEY CLINIC HOSPITAL, INC. IS COMMITTED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF COMMUNITY RESIDENTS BY SUPPORTING LOCAL ORGANIZATIONS ALIGNED WITH THIS MISSION. FORM 990, PART IV, LINE 4 LAHEY HEALTH SYSTEM, INC. IS IN CONTACT WITH FEDERAL AND STATE LEGISLATORS REGARDING HEALTH CARE REFORM ISSUES THAT WOULD POTENTIALLY HAVE AN IMPACT ON THE ORGANIZATION AND ITS RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6, 7A & 7B: LAHEY HOSPITAL & MEDICAL CENTER ("LHMC") CONSISTS OF THREE NON-PROFIT CORPORATIONS, LAHEY CLINIC FOUNDATION, INC. (EIN# 04-2323457), LAHEY CLINIC HOSPITAL, INC. (EIN# 04-2704686), AND LAHEY CLINIC, INC. (EIN# 2704683). ALL THREE CORPORATIONS ARE TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). LAHEY CLINIC FOUNDATION, INC. IS THE SOLE CORPORATE MEMBER OF LAHEY CLINIC HOSPITAL, INC. AND LAHEY CLINIC, INC. LAHEY CLINIC, INC. IS THE SOLE CORPORATE MEMBER OF CONCORD SPECIALISTS, LLC. THE BOARD OF TRUSTEES (GOVERNING BODY) AND CORPORATE OFFICERS FOR LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC HOSPITAL, INC. AND LAHEY CLINIC, INC. CONSISTS OF THE EXACT SAME MEMBERS. THE MANAGER OF CONCORD SPECIALISTS IS LAHEY HEALTH SHARED SERVICES, INC. AND THE OFFICERS AND AUTHORIZED SIGNATORIES ARE THE PRESIDENT, TREASURER AND CLERK OF LAHEY HEALTH SYSTEM, INC. THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION IS LAHEY HEALTH SYSTEM, INC. THE REPORTING ORGANIZATIONS MEMBER HAS, WITH RESPECT TO THE REPORTING ORGANIZATION, THE RIGHT TO EXERCISE ALL POWERS CONFERRED ON MEMBERS OF THE NON-PROFIT CORPORATIONS UNDER MASSACHUSETTS GENERAL LAWS CHAPTER 180, INCLUDING, WITHOUT LIMITATION, POWERS WITH RESPECT TO THE FOLLOWING: (A) APPOINTMENT AND REMOVAL OF MEMBERS OF BOARD OF TRUSTEES; (B) AMENDMENT OF THE ARTICLES OF ORGANIZATION; (C) AMENDENT OF THE BY-LAWS; (D) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATIONS ASSETS; AND (E) THE MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION. THE ARTICLES OF INCORPORATION OF THE REPORTING ORGANIZATION WERE AMENDED JULY 1, 2014 AND THE BY-LAWS WERE AMENDED ON JULY 1, 2014 TO REFLECT THE AFOREMENTIONED CHANGES. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT PREPARED THE IRS FORM 990 ALONG WITH INDEPENDENT TAX CONSULTANTS WHO SIGN THE RETURN AS A PAID PREPARER. PRIOR TO THE FILING DATE, A DRAFT OF THE IRS FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA A SECURED WEBSITE. IN ADDITION, THE FINAL FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA THE SAME SECURED WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C: ALL OFFICERS, TRUSTEES, KEY EMPLOYEES, PHYSICIANS AND MANAGEMENT EMPLOYEES AT ALL LEVELS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE LHS CORPORATE COMPLAICE DEPARTMENT MONITORS AND REVIEWS EACH DISCLOSURE FOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE CORPORATE COMPLIANCE DEPARTMENT MONITORS CONFLICTS OF INTEREST THROUGH DISCLOSURE SOFTWARE, TRAINING, AND INDIVIDUAL REVIEWS WITH PHYSICIANS, KEY EMPLOYEES, AND MANAGERS. DEPENDING ON THE CONFLICT OF INTEREST: A PERSON COULD BE ASKED TO NOT PARTICIPATE IN DECISIONS MADE ON BEHALF OF THE LAHEY HEALTH SYSTEM, INC. AND AFFILIATES; A PERSON MADE BE TOLD THAT THEY CANNOT BE A PRINCIPAL INVESTIGATOR ON A RESEARCH STUDY ; A PERSON MAY BE TOLD THAT THEY CANNOT PERFORM THE TASK THAT CREATES THE CONFLICT; A PERSON COULD BE ASKED TO REMOVE THEMSELVES FROM A COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A AND 15B: INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES COMPRISE THE COMPENSATION COMMITTEE. THE COMMITTEE SETS THE COMPENSATION AND BENEFITS FOR THE CEO AND ALSO REVIEWS AND APPROVES RECOMMENDATIONS FOR THE COMPENSATION AND BENEFITS FOR THE DISQUALIFIED INDIVIDUALS AND OTHERS. THE COMMITTEE SEEKS THE ADVICE OF THE EXTERNAL COMPENSATION CONSULTANTS. COMPARABILITY DATA IS PROVIDED, ANALYZED, AND DOCUMENTATED BY THE EXTERNAL CONSULTANTS . THE LHS SENIOR VP AND CHIEF HUMAN RESOURCES OFFICER PROVIDES THE COMMITTEE WITH ANY REQUESTED INFORMATION. THE COMMITTEE MET SEVERAL TIMES THIS YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PULIC UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND OTHER COMPLIANCE POLICIES ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. IN ADDITION, THE ORGANIZATION PRESENTS FINANCIAL INFORMATION TO THE PUBLIC AS AN ATTACHMENT TO ITS MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL FORM PC. FORM 990, PART VII, SECTION A LAHEY HEALTH SYSTEM, INC. AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE AND/OR OFFICER IN THEIR CAPACITY AS A TRUSTEE AND/OR OFFICER. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THE EMPLOYEE'S JOB TITLE, WHICH IS LISTED ON FORM 990, PART VII DIRECTLY FOLLOWING THE TITLE OF TRUSTEE AND/OR OFFICER. FORM 990, PART XI, LINE 9 PENSION PLAN OCI $30,811,691 TRANSFER OF ASSETS ($259,693,094) CUSTODIAN EXPENSES: $ 221,627 NON OP ALLOCATION: $ 378,151 TOTAL ($228,281,625) FORM 990, PART VI, SECTION B, LINE 14 LAHEY HEALTH SYSTEM, INC. AND AFFILIATES HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY KNOWN AS THE "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS" POLICY WAS APPROVED BY THE MEDICAL PRACTICE AND UTILIZATION COMMITTEE ON JULY 26, 2012. FORM 990, PART VI, SECTION B, LINE 16B THE ORGANIZATION NEGOTIATES ARRANGEMENTS TO INCLUDE TERMS AND SAFEGUARDS TO ENSURE THAT THE ORGANIZATION'S EXEMPT STATUS IS PROTECTED. FROM A LEGAL PERSPECT, IN-HOUSE LEGAL COUNSEL, WITH THE INPUT OF EXTERNAL LEGAL COUNSEL, REVIEWS ALL PROPOSED JOINT VENTURES AND PARTNERSHIP AGREEMENTS. FROM A FINANCIAL PERSPECTIVE, FINANCE MANAGEMENT TEAM REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. BOTH REVIEWS TAKE PLACE BEFORE LAHEY HEALTH SYSTEM, INC. AND AFFILIATES ENTERS INTO ANY SUCH AGREEMENTS. FORM 990,PART IX AND SCHEDULE J BENEFIT AND PENSION EXPENSES FOR OFFICERS, TRUSTEES AND KEY EMPLOYEES OF LAHEY CLINIC FOUNDATION, INC. ARE PAID BY LAHEY CLINIC FOUNDATION, INC. AS THE PARENT COMPANY OF LAHEY CLINIC HOSPITAL, INC. AND LAHEY CLINIC, INC. LAHEY CLINIC FOUNDATION, INC. ALLOCATES ALL OF THE AFOREMENTIONED EXPENSES TO RELATED ORGANIZATIONS THE RELATED PARTIES THEN REIMBURSE LAHEY CLINIC FOUNDATION, INC. FORM 990, PART VII, SECTION B, LINE 1 & 2 LAHEY HEALTH SHARED SERVICES, INC. ("LHSS") COMPENSATES (PROCESSES PAYMENT) ALL INDEPENDENT CONTRACTORS (VENDORS) ON BEHALF OF THE LAHEY HEALTH SYSTEM, INC. FAMILY OF ORGANIZATIONS. UNDER ITS TAX ID NUMBER, LHSS ISSUES FORM 1099 TO THE INDEPENDENT CONTRACTORS. IN ADDITION, IT SUBMITS THE SAME INFORMATION TO THE INTERNAL REVENUE SERVICE. THE LAHEY HEALTH SYSTEM INC. FAMILY OF ORGANIZATIONS REIMBUSES LHSS FOR ALL VENDOR PAYMENTS MADE EITHER DIRECTLY OR INDIRECTLY ON THEIR BEHALF. FORM 990, PART I: LAHEY HEALTH SYSTEM AND BETH ISRAEL DEACONESS MEDICAL CENTER ("BIDMC"), MOUNT AUBURN HOSPITAL ("MAH"), NEW ENGLAND BAPTIST HOSPITAL, INC. ("NEBH"), SEACOAST REGIONAL HEALTH SYSTEMS, INC. (PARENT CORPORATION TO ANNA JAQUES HOSPITAL)("SRHS") AND BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC ("BIDCO") OFFICIALLY MERGED ON MARCH 1, 2019 AFTER RECEIVING APPROVAL FROM THE MASSACHUSETTS ATTORNEY GENERAL AND THE FEDERAL TRADE COMMISSION. EFFECTIVE MARCH 1, 2019 BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF LAHEY CLINIC HOSPITAL, INC. LAHEY HEALTH SYSTEM INC 41 MALL RD BURLINGTON MA 01805 611665701 SUPPORT MA 501(c) (3) 12c N/A false Lahey Clinic Foundation Inc 41 MALL RD BURLINGTON MA 01805 042323457 Support MA 501(c) (3) 12(A) LHS false LAHEY CLINIC INC 41 MALL RD BURLINGTON MA 01805 042704683 HEALTHCARE MA 501(c) (3) 10 LCF false LAHEY HEALTH SHARED SERVICES INC 41 MALL RD BURLINGTON MA 01805 043178972 ADMIN MA 501(c) (3) 10 LHS false LAHEY PHYSICIAN COMMUNITY ORGANIZATION I 41 MALL RD BURLINGTON MA 01805 472248298 HEALTHCARE MA 501(c) (3) 10 LHS false WINCHESTER HEALTHCARE MANAGEMENT INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 222701817 MGMT SERVICES MA 501(c) (3) 12A LHS false WINCHESTER HOSPITAL FOUNDATION INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 043399570 SUPPORT MA 501(c) (3) 12A WHM false WINCHESTER HOSPITAL 41 HIGHLAND AVENUE WINCHESTER MA 01890 042104434 HEALTHCARE MA 501(c) (3) 3 WHM false WINCHESTER COMMUNITY ACCT CARE ORG 41 HIGHLAND AVENUE WINCHESTER MA 01890 223137856 ACO MA 501(c) (3) 12A WHM false NORTHEAST HOSPITAL CORPORATION 85 HERRICK STREET BEVERLY MA 01915 042121317 HEALTHCARE MA 501(c) (3) 3 LHS false NORTHEAST MEDICAL PRACTICE 85 HERRICK STREET BEVERLY MA 01915 043201853 HEALTHCARE MA 501(c) (3) 10 NHC false NORTHEAST BEHAVIORAL HEALTH CORPORATION 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 042777145 HEALTHCARE MA 501(c) (3) 7 LHS false HES HOUSING SERVICES INC 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 223232914 HUD HOUSING MA 501(c) (3) 10 NBH false CAB HEALTH & RECOVERY SERVICES INC 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 042400270 SUBSTANCE ABU MA 501(c) (3) 10 NBH false NORTHEAST SENIOR HEALTH CORPORATION 85 HERRICK STREET BEVERLY MA 01915 042731137 HEALTHCARE MA 501(c) (3) 10 LHS false NORTHEAST PROF REGISTRY OF NURSES 800 CUMMINGS CENTER BEVERLY MA 01915 201287349 HEALTHCARE MA 501(c) (3) 10 NSH false SEACOAST NURSING & REHABILIATION CENTER 300 WASHINGTON STREET GLOUCESTER MA 01930 041305001 HEALTHCARE MA 501(c) (3) 10 LHS false ADDISON GILBERT SOCIETY INC 41 MALL ROAD BURLINGTON MA 01805 464371382 SUPPORT MA 501(c) (3) 7 LHS false NORTHEAST HEALTH SYSTEM INC 85 HERRICK STREET BEVERLY MA 01915 043240453 SUPPORT MA 501(c) (3) 12C LHS false Lahey Clinic Insurance Co LTD PO Box HM 2450 HAMILTON BD Insurance BD LHS FOREIGN CORP false Winchester Healthcare Enterprises 41 Highland Avenue Winchester MA 01890 042932059 Healthcare Ve MA WHM C Corp false Winchester Physician Associates In 41 Highland Avenue Winchester MA 01890 043262963 Physician MA WHM C Corp false Northeast Proprietary Corporation 85 Herrick Street Beverly MA 01915 042855191 Medical Servi MA NHS C Corp false Perpetual Trusts (8) 41 Mall Road Burlington MA 01805 Support MA See VII Trust 1212992 21349557 false REMAINDER TRUSTS (16) 41 MALL ROAD BURLINGTON MA 01805 SUPPORT MA SEE VII TRUST 341910 6715118 false POOLED INCOME FUNDS (3) 41 MALL ROAD BURLINGTON MA 01805 SUPPORT MA SEE VII TRUST 12695 900091 false false false false false false false false false false false false false true true true true true true true FORM 990, SCHEDULE R, PART IV Northeast Hospital Corporation, Lahey Clinic Foundation, Inc. and Winchester Hospital, respectively, have four, three, and one perpetual trusts. The perpetual trusts are domiciled in Massachusetts, Pennsylvania, and Florida. Lahey Clinic Foundation, Inc. has sixteen remainder trusts. The remainder trusts are domiciled in Massachusetts, New Hampshire, Delaware, and New York. Lahey Clinic Foundation, Inc. has three pooled income funds domiciled in Massachusetts. FORM 990, SCHEDULE R, PART V The Lahey Health Shared Services, Inc. Philanthropy Department conducts fundraising and solicitation efforts on behalf of all entities within the Lahey Health System, Inc. family of organizations. Lahey Health System, Inc. and its related organizations, Lahey Clinic Foundation, Inc. and its related organizations, Winchester Healthcare Management, Inc. and its related organizations, Northeast Behavioral Health Corporation and its related organizations, Northeast Senior Health Corporation and its related organization, Northeast Health System, Inc. and its related organization, and Northeast Hospital Corporation and its related organization, provide various corporate and OTHER SERVICES TO EACH OTHER. THE ORGANIZATIONS REIMBURSE EACH OTHER FOR EXPENSES INCURRED SUCH AS EMPLOYEE SALARIES AND BENEFITS, MATERIALS, SUPPLIES, UTILITIES, ETC. CASH IS TRANSFERRED BETWEEN THE ORGANIZATIONS.