LAHEY CLINIC FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: LAHEY CLINIC FOUNDATION INC (EIN 04-2323457)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-08-15
IRS object ID: 201922279349303062
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-15T15:37:56-05:00	ReturnTs
Tax Period End	2018-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE INTERNATIONAL PLACE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042323457	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Lahey Clinic Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% TIMOTHY O'CONNOR	InCareOfNm
Business Name Control	LAHE	BusinessNameControlTxt
Phone	7817445100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	41 Mall Road	AddressLine1Txt
City	Burlington	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01805	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TIMOTHY O'CONNOR	PersonNm
Person Title	EVP, CFO & TREASURER	PersonTitleTxt
Phone	7817445100	PhoneNum
Signature	2019-08-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Brian Vigneault	PreparerPersonNm
PTIN	P00540650	PTIN
Phone	6174220700	PhoneNum
Preparation	2019-08-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	4.14.180.58	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	04123920192275000108	FederalOriginalSubmissionId
Federal Original Submission Id	2019-08-15	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	8B848958B92263A2F38D218A1E1F89307DC248D7	AtSubmissionCreationDeviceId
At Submission Filing Device Id	7D1FA132861768FAAA6F7850C73535C89C74ABDC	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TIMOTHY O'CONNOR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	41 Mall Road	AddressLine1Txt
City	Burlington	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01805	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$22,644,227	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.lahey.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1963	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	Lahey Clinic Foundation, Inc. supports Lahey Clinic Hospital, Inc., and Lahey Clinic, Inc. Lahey Hospital & Medical Center provides superior health care to every patient.	ActivityOrMissionDesc
Voting Members Governing Body	26	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	16	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,203,315	PYContributionsGrantsAmt
CY Contributions Grants	$5,573,460	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$23,144,581	PYInvestmentIncomeAmt
CY Investment Income	$17,069,811	CYInvestmentIncomeAmt
PY Other Revenue	$130	PYOtherRevenueAmt
CY Other Revenue	$956	CYOtherRevenueAmt
PY Total Revenue	$26,348,026	PYTotalRevenueAmt
CY Total Revenue	$22,644,227	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,413,291	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,001,832	CYTotalFundraisingExpenseAmt
PY Other Expenses	$6,525,272	PYOtherExpensesAmt
CY Other Expenses	$1,660,292	CYOtherExpensesAmt
PY Total Expenses	$6,525,272	PYTotalExpensesAmt
CY Total Expenses	$3,073,583	CYTotalExpensesAmt
PY Revenues Less Expenses	$19,822,754	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$19,570,644	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,342,093,084	TotalAssetsBOYAmt
Total Assets EOY	$961,416,980	TotalAssetsEOYAmt
Total Liabilities BOY	$879,782,800	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$544,417,227	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$462,310,284	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$416,999,753	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$0	ExpenseAmt
Revenue	$0	RevenueAmt
Desc	LAHEY CLINIC FOUNDATION, INC., (FOUNDATION) IS THE SOLE CORPORATE MEMBER OF LAHEY CLINIC HOSPITAL, INC. (HOSPITAL), and LAHEY CLINIC, INC. (CLINIC). THE FOUNDATION HOLDS CAPITAL ASSETS, INVESTMENTS, AND DEBT TO PROVIDE ASSISTANCE TO THE HOSPITAL AND CLINIC FOR THE PROVISION OF PATIENT HEALTH CARE SERVICES, PATIENT EDUCATION, COMMUNITY BENEFITS AND COMMUNITY SERVICE PROGRAMS, CONTINUING EDUCATION OF HEALTH CARE PROVIDERS, AS WELL AS HEALTH CARE RESEARCH ACTIVITIES.	Desc
Total Program Service Expenses	$0	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CA	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	26	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TIMOTHY O'CONNOR	PersonNm
Phone	7817445100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	41 MALL ROAD	AddressLine1Txt
City	BURLINGTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01805	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
ANN MARIE CONNOLLY
TRUSTEE/CHAIR	2.0	0.0	Yes (X)	$0	$0	$0
CAROLYN AIN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ERIC M BAILEY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ROGER W CRANDALL
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JANE C EDMONDS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
EDWARD ESKANDARIAN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JAMES IRVING
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DAVID LANG
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOAN MCARDLE
TRUSTEE ELECTED 6/8/18	1.0	0.0	Yes (X)	$0	$0	$0
LINDA MCGOLDRICK
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DEBORAH MCKENNA
TRUSTEE THRU 9/10/18	1.0	0.0	Yes (X)	$0	$0	$0
PETER C NORDBLOM
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
J WILLIAM PODUSKA
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
STUART REESE
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
GREG SCHMERGEL
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DAVID WAJSGRAS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
HOWARD R GRANT JD MD
TRUSTEE/OFFICER/PRESIDENT/CEO	1.0	50.0	Yes (X)	$0	$2,662,373	$64,084	Yes (X)
RICHARD S D'AGOSTINO MD
TRUSTEE/DIVISION CHAIR	1.0	40.0	Yes (X)	$0	$651,184	$69,896
ROGER L JENKINS MD
TRUSTEE/PHYSICIAN	1.0	40.0	Yes (X)	$0	$663,266	$72,402
ALICE A HUNTER MD
TRUSTEE/PHYSICIAN	1.0	40.0	Yes (X)	$0	$622,897	$28,948
ARTHUR P MOURTZINOS MD
TRUSTEE/PHYSICIAN	1.0	40.0	Yes (X)	$0	$673,836	$50,452
WAYNE SALTSMAN MD
TRUSTEE EX OFFICIO/PHYSICIAN	1.0	40.0	Yes (X)	$0	$286,036	$33,374
DAVID G SPACKMAN JD
OFFICER/SVP GOV. AFFAIRS & GEN	1.0	40.0	Yes (X)	$0	$414,227	$51,406	Yes (X)
ANDREW G VILLANUEVA MD
TRUSTEE/CHIEF QUALITY OFFICER	1.0	40.0	Yes (X)	$0	$349,868	$50,203
REBECCA C YANG MD
TRUSTEE THRU 4/30/18/PHYSICIAN	1.0	40.0	Yes (X)	$0	$386,234	$59,248
BETSEY CRAWFORD MD
TRUSTEE/PHYSICIAN	1.0	40.0	Yes (X)	$0	$258,786	$38,951
JAYASHRI SRINIVASAN MD
TRUSTEE ELECT 6/8/18/PHYSICIAN	1.0	40.0	Yes (X)	$0	$427,694	$64,305
CHRISTINE WINGER MD
TRUSTEE/PHYSICIAN	1.0	40.0	Yes (X)	$0	$475,314	$76,453
TIMOTHY O'CONNOR
OFFICER/EVP/CFO & TREASURER	1.0	50.0		$0	$651,294	$195,884	Yes (X)
PETER R LLOYD
OFFICER/VP CORPORATE FINANCE	1.0	40.0		$0	$346,527	$61,493	Yes (X)
MARYELLEN LEAR
OFFICER/DIRECTOR, LEGAL SUPPOR	1.0	40.0		$0	$101,568	$30,151	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$8,971,104	TotReportableCompRltdOrgAmt
Total Other Compensation	$947,250	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Marathon-London Intl Inv Trust
50 South La Salle Street	CHICAGO	IL	60603	INVESTMENT MGMT FEES	$228,726
Wellington Trust Company NA
280 Congress Street	BOSTON	MA	02210	INVESTMENT MGMT FEES	$183,658

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$5,573,460	AllOtherContributionsAmt
Noncash Contributions	$369,934	NoncashContributionsAmt
Total Contributions	$5,573,460	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,230,577	TotalRevenueColumnAmt
Exclusion	$5,230,577	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$11,187,387	SecuritiesAmt
Other	$651,847	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$11,187,387	SecuritiesAmt
Other	$651,847	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,839,234	TotalRevenueColumnAmt
Exclusion	$11,839,234	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	ALL OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$956	TotalRevenueColumnAmt
Exclusion	$956	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$956	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,644,227	TotalRevenueColumnAmt
Exclusion	$17,070,767	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,328,109	TotalAmt
Fundraising	$1,328,109	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$85,182	TotalAmt
Fundraising	$85,182	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$805,274	TotalAmt
Management And General	$805,274	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$10,412	TotalAmt
Fundraising	$10,412	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$171,050	TotalAmt
Fundraising	$171,050	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$57,753	TotalAmt
Fundraising	$57,753	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18,019	TotalAmt
Fundraising	$18,019	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
CUSTODIAN FEES	$56,673	$56,673
BANK FEES	$34,804	$34,804
LINE OF CREDIT FEES	$175,000	$175,000
GENERAL & ADMINISTRATIVE	$331,307		$331,307

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,073,583	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,071,751	ManagementAndGeneralAmt
Fundraising	$2,001,832	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$79,071,683	BOYAmt
EOY	$13,042,692	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$699,975	BOYAmt
EOY	$1,274,724	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$983,955	BOYAmt
EOY	$1,008,950	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,368,680,207	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$834,787,984	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$555,211,331	BOYAmt
EOY	$533,892,223	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$319,132,050	BOYAmt
EOY	$362,052,575	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$386,994,090	BOYAmt
EOY	$50,145,816	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,342,093,084	BOYAmt
EOY	$961,416,980	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$17,663,573	BOYAmt
EOY	$16,549,730	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$334,054,210	BOYAmt
EOY	$320,642,348	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$528,065,017	BOYAmt
EOY	$207,225,149	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$879,782,800	BOYAmt
EOY	$544,417,227	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$353,894,442	BOYAmt
EOY	$302,545,871	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$43,242,610	BOYAmt
EOY	$45,444,416	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$65,173,232	BOYAmt
EOY	$69,009,466	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$462,310,284	BOYAmt
EOY	$416,999,753	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,342,093,084	BOYAmt
EOY	$961,416,980	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$19,570,644	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$13,388,839	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$51,492,336	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,862,987	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,188,265	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,576,661	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,203,315	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,573,460	CurrentTaxYearAmt
Total	$22,404,688	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,862,987	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,188,265	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,576,661	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,203,315	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,573,460	CurrentTaxYearAmt
Total	$22,404,688	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$22,404,688	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,008,298	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,110,172	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,182,747	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,668,911	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,230,577	CurrentTaxYearAmt
Total	$26,200,705	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$521,077	CurrentTaxYearMinus1YearAmt
Total	$521,077	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,402	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$130	CurrentTaxYearMinus1YearAmt
Current Tax Year	$956	CurrentTaxYearAmt
Total	$33,488	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$49,159,958	TotalSupportAmt
Public Support CY170	0.45575	PublicSupportCY170Pct
Public Support PY170	0.46550	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind
Public Support CY509	0.00000	PublicSupportCY509Pct

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$163,884	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$288,583,006	BeginningYearBalanceAmt
Contributions	$2,093,360	ContributionsAmt
Investment Earnings Or Losses	$7,402,168	InvestmentEarningsOrLossesAmt
Other Expenditures	-$33,266,688	OtherExpendituresAmt
Administrative Expenses	$342,977	AdministrativeExpensesAmt
End Year Balance	$331,002,245	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$341,617,369	BeginningYearBalanceAmt
Contributions	$744,382	ContributionsAmt
Investment Earnings Or Losses	$24,957,232	InvestmentEarningsOrLossesAmt
Other Expenditures	$78,304,622	OtherExpendituresAmt
Administrative Expenses	$431,355	AdministrativeExpensesAmt
End Year Balance	$288,583,006	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$305,769,428	BeginningYearBalanceAmt
Contributions	$10,883,940	ContributionsAmt
Investment Earnings Or Losses	$32,446,063	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,032,591	OtherExpendituresAmt
Administrative Expenses	$449,471	AdministrativeExpensesAmt
End Year Balance	$341,617,369	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$325,051,422	BeginningYearBalanceAmt
Contributions	$1,108,268	ContributionsAmt
Investment Earnings Or Losses	-$4,193,908	InvestmentEarningsOrLossesAmt
Other Expenditures	$15,647,580	OtherExpendituresAmt
Administrative Expenses	$548,774	AdministrativeExpensesAmt
End Year Balance	$305,769,428	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$295,405,414	BeginningYearBalanceAmt
Contributions	$10,196,514	ContributionsAmt
Investment Earnings Or Losses	$20,788,272	InvestmentEarningsOrLossesAmt
Other Expenditures	$800,000	OtherExpendituresAmt
Administrative Expenses	$538,778	AdministrativeExpensesAmt
End Year Balance	$325,051,422	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.76000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.24000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$15,393,209	OtherCostOrOtherBasisAmt
Book Value	$15,393,209	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$519,906,585	OtherCostOrOtherBasisAmt
Depreciation	$238,197,861	DepreciationAmt
Book Value	$281,708,724	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,153,642	OtherCostOrOtherBasisAmt
Depreciation	$8,938,009	DepreciationAmt
Book Value	$11,215,633	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$798,582,961	OtherCostOrOtherBasisAmt
Depreciation	$574,158,027	DepreciationAmt
Book Value	$224,424,934	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,643,810	OtherCostOrOtherBasisAmt
Depreciation	$13,494,087	DepreciationAmt
Book Value	$1,149,723	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$533,892,223	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
INTERCOMPANY RECEIVABLES	$2,656,761
BENEFICIAL INTEREST - TRUSTS	$33,188,655
ASSETS - SPLIT INTEREST AGREEM	$8,026,316
INVESTMENT - JOINT VENTURE	$4,201,920
INVESTMENTS - OTHER	$1,462,917
OTHER RECEIVABLES - EMPLOYEES	$489,247
INVESTMENT - LAHEY CLINIC INSU	$120,000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$50,145,816	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
INTERCOMPANY PAYABLES	-$76,175,769
SPLIT INTEREST LIABILITY	$4,343,007
CONDITIONAL ASSET RETIREMENT OBLIG	$1,059,182
ACCRUED PENSION AND POST RETIREMENT BENEFITS	$277,998,729

Field	Value	IRS element (for citing)
Total Liability	$207,225,149	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$8,040,236	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$13,388,839	NetUnrealizedGainsInvstAmt
Other Revenue	$4,358,308	OtherRevenueAmt
Revenue Not Reported	-$9,030,531	RevenueNotReportedAmt
Revenue Subtotal	$17,070,767	RevenueSubtotalAmt
Investment Expenses Not Incld	$5,573,460	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$5,573,460	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$22,644,227	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$59,440,495	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$56,366,912	OtherExpensesIncludedAmt
Expenses Not Reported	$56,366,912	ExpensesNotReportedAmt
Expenses Subtotal	$3,073,583	ExpensesSubtotalAmt
Total Expenses Per Form990	$3,073,583	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part III, Line 4:	The Organization maintains collections of art for display to improve the patient care environment.
Part V, Line 4:	The Organization's endowment funds subsidize the costs of providing superior health care leading to the best possible outcome for every patient. The costs are for patient care, patient education, continuing education of health care providers, research, and capital expenditures.
Part XI Line 2d - Other Adjustments:	UNRESTRICTED CONTRIBUTIONS $2,744,031 ASSETS RELEASED FROM RESTRICTIONS FOR PP&E 1,214,673 ASSETS RELEASED FROM TIME RESTRICTIONS 303,790 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 95,814 TOTAL TO SCHEDULE D, PART XI, LINE 2D: $4,358,308
Part XI, Line 4b - Other Adjustments:	CONTRIBUTIONS, GIFTS, AND GRANTS $5,573,460
Part XII, Line 2d:	Transfer of Net Assets ($56,366,912)

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
North America	0	0	Fundraising	$4,987,481
Central America and the Caribbean	0	0	Investments	$12,381,372

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$17,368,853	SubtotalSpentAmt
Total Spent	$17,368,853	TotalSpentAmt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 3:	FormAndLineReferenceDesc
Explanation	Lahey Clinic Foundation, Inc. does not separately track expenditures for fundraising outside the United States in the North American region.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Bonus Related OrganizationsBonusRelatedOrganizationsAmt
HOWARD R GRANT JD MD
TRUSTEE/OFFICER/PRESIDENT/CEO	$1,049,316	$1,613,057	$29,298	$34,786	$2,726,457
TIMOTHY O'CONNOR
OFFICER/EVP/CFO & TREASURER	$627,294	$24,000	$164,200	$31,684	$847,178
RICHARD S D'AGOSTINO MD
TRUSTEE/DIVISION CHAIR	$609,184	$42,000	$36,000	$33,896	$721,080
ROGER L JENKINS MD
TRUSTEE/PHYSICIAN	$581,693	$24,525	$36,000	$36,402	$735,668	$57,048
ALICE A HUNTER MD
TRUSTEE/PHYSICIAN	$532,797	$54,180	$3,600	$25,348	$651,845	$35,920
ARTHUR P MOURTZINOS MD
TRUSTEE/PHYSICIAN	$601,736	$18,600	$19,056	$31,396	$724,288	$53,500
WAYNE SALTSMAN MD
TRUSTEE EX OFFICIO/PHYSICIAN	$243,517	$42,519		$33,374	$319,410
DAVID G SPACKMAN JD
OFFICER/SVP GOV. AFFAIRS & GEN	$384,686	$16,641	$25,884	$25,522	$465,633	$12,900
ANDREW G VILLANUEVA MD
TRUSTEE/CHIEF QUALITY OFFICER	$292,290	$57,578	$36,000	$14,203	$400,071
REBECCA C YANG MD
TRUSTEE THRU 4/30/18/PHYSICIAN	$328,634	$24,000	$31,284	$27,964	$445,482	$33,600
PETER R LLOYD
OFFICER/VP CORPORATE FINANCE	$322,527	$24,000	$36,000	$25,493	$408,020
BETSEY CRAWFORD MD
TRUSTEE/PHYSICIAN	$195,320	$24,000	$35,206	$3,745	$297,737	$39,466
JAYASHRI SRINIVASAN MD
TRUSTEE ELECT 6/8/18/PHYSICIAN	$401,069	$24,000	$34,698	$29,607	$491,999	$2,625
CHRISTINE WINGER MD
TRUSTEE/PHYSICIAN	$381,277	$42,400	$36,000	$40,453	$551,767	$51,637

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 4B:	As required by this Form 990, Schedule J, Compensation Information, the compensation detail included in Lahey Clinic Foundation, Inc.s (LCF) 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
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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
2013 MDFA SERIES E BONDS
A	134994650	NONEAVAIL	2013-03-07	$130,000,000	POWER PLANT & CAPITAL ACQUISITION	false	false	false
2015 MDFA SERIES F BONDS
B	134994650	noneavail	2015-10-21	$235,515,000	RETIRE BONDS & CAPITAL ACQUISITION	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$41,220,000	$0	$130,050,301	$0	$0	$0	$0	$500,000	$0	$129,550,301	$0	$0	2015	false	false	Yes (true)	Yes (true)
B	$0	$0	$261,009,548	$0	$4,857,465	$160,202,232	$1,310,144	$0	$0	$64,587,388	$0	$31,060,330	2017	Yes (true)	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	0	false	false	false	false
B	false	false	false	false	0	false	false	false	false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false	false	0	false	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, BOND ISSUES:	FormAndLineReferenceDesc
Explanation	(A) ISSUER NAME: 2013 MDFA SERIES E BONDS (F) DESCRIPTION OF PURPOSE: CONSTRUCTION & EQUIPPING OF A POWER PLANT AND AQUISITION OF CAPITAL ASSETS. (A) ISSUER NAME: 2015 MDFA SERIES F BONDS (F) DESCRIPTION OF PURPOSE: TO REFUND AND ADVANCE REFUND SERIES C AND SERIES D BONDS, RESPECTIVELY. CONSTRUCTION OF A NEW EMERGENCY ROOM, FUTURE STRATEGIC CAPITAL INITIATIVES, AND ROUTINE CAPITAL ASSETS.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	16	ContributionCnt
Noncash Contributions Rpt F990	$269,934	NoncashContributionsRptF990Amt
Method Of Determining Revenues	HIGH-LOW AVERAGE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	SOFTWARE	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$100,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COST	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1; PART III, LINE 1:	LAHEY CLINIC FOUNDATION, INC. SUPPORTS LAHEY CLINIC HOSPITAL, INC., AND LAHEY CLINIC, INC. LAHEY HOSPITAL & MEDICAL CENTER, 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 HOSPITAL & MEDICAL CENTER AIMS TO EXCEED PATIENT'S HIGH EXPECTATIONS FOR SERVICE AND ADVANCE MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS. IN ADDITION, LAHEY HOSPITAL & MEDICAL CENTER 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 IV, LINE 11(F) AND SCHEDULE D, PART X, LINE 2	THE ORGANIZATION'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48.
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# 04-2704683). 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. LAHEY HEALTH SYSTEM AND BETH ISRAEL DEACONESS MEDICAL CENTER, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, INC., SEACOAST REGIONAL HEALTH SYSTEMS, INC. (PARENT CORPORATION TO ANNA JAQUES HOSPITAL) AND BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC 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, INC. BECAME THE SOLE MEMBER OF LAHEY CLINIC FOUNDATION, INC.
FORM 990, PART VI, SECTION B, LINE 11A:	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 COMPLIANCE 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 MAY BE TOLD 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 14:	LAHEY HEALTH SYSTEM, INC. AND AFFILIATES HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY KNOWN AS THE "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS." THE REVISED "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 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 DISQUALIFIED INDIVIDUALS AND OTHERS. THE COMMITTEE SEEKS THE ADVICE OF EXTERNAL COMPENSATION CONSULTANTS. COMPARABILITY DATA IS PROVIDED, ANALYZED, AND DOCUMENTED 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 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 PERSPECTIVE, IN-HOUSE LEGAL COUNSEL, WITH THE INPUT OF EXTERNAL LEGAL COUNSEL REVIEW ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. FROM A FINANCIAL PERSPECTIVE, LHS'S 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 VI, SECTION C, LINE 19:	THE ORGANIZATION'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC 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 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 VII, PART IX AND SCHEDULE J	BENEFIT AND PENSION EXPENSES FOR TRUSTEES, OFFICERS, 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 ORGANIZATIONS 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. AND ITS 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. AND ITS FAMILY OF ORGANIZATIONS REIMBURSES LHSS FOR ALL VENDOR PAYMENTS MADE EITHER DIRECTLY OR INDIRECTLY ON THEIR BEHALF.
FORM 990, PART XI, LINE 9, OTHER CHANGES IN NET ASSETS:	TRANSFER OF NET ASSETS $ (56,315,224) UNRESTRICTED CONTRIBUTIONS $ 2,744,031 ASSETS RELEASED FROM TIME RESTRICTIONS $ 303,790 ASSETS RELEASED FROM RESTRICTIONS $ 1,214,673 GRANTS AND CONTRIBUTIONS $ (5,573,460) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ 95,814 CHANGES IN TEMPORARY AND PERMANENT NET ASSETS $ 6,038,040 TOTAL FORM 990, PART XI, LINE 9 $ (51,492,336)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Lahey health system inc
41 mall road	burlington	MA	01805	611665701	support	MA	501(C)(3)	12C	N/A	false
lahey clinic hospital inc
41 mall road	burlington	MA	01805	042704686	hEALTHCARE	MA	501(C)(3)	3		Yes (true)	lcf
LAHEY clinic inc
41 mall road	burlington	MA	01805	042704683	hEALTHCARE	MA	501(C)(3)	10		Yes (true)	lcf
lahey health shared services inc
41 mall road	burlington	MA	01805	043178972	administra	MA	501(C)(3)	10		false	LHS
lahey physician community organizat
41 mall road	burlington	MA	01805	472248298	healthcare	MA	501(C)(3)	10		false	lhs
WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUE	WINCHESTER	MA	01890	222701817	MANAGEMENT	MA	501(C)(3)	12A		false	LHS
WINCHESTER HOSPITAL FOUNDATION INC
41 HIGHLAND AVENUE	WINCHESTER	MA	01890	043399570	SUPPORT	MA	501(C)(3)	12A		false	WHM
WINCHESTER HOSPITAL
41 HIGHLAND AVENUE	WINCHESTER	MA	01890	042104434	HEALTHCARE	MA	501(C)(3)	3		false	WHS
WINCHESTER COMMUNITY ACCOUNTABLE CARE OR
41 HIGHLAND AVENUE	WINCHESTER	MA	01890	223137856	ACO	MA	501(C)(3)	12A		false	WHM
NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREET	BEVERLY	MA	01915	042121317	HEALTHCARE	MA	501(C)(3)	3		false	LHS
NORTHEAST MEDICAL PRACTICE
85 HERRICK STREET	BEVERLY	MA	01915	043201853	HEALTHCARE	MA	501(C)(3)	10		false	NHC
NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVE SUITE 250	DANVERS	MA	01923	042777145	HEALTHCARE	MA	501(C)(3)	7		false	LHS
HES HOUSING SERVICES INC
199 ROSEWOOD DRIVE SUITE 250	DANVERS	MA	01923	223232914	HUD HOUSING	MA	501(C)(3)	10		false	NBH
CAB HEALTH & RECOVERY SERVICES INC
199 ROSEWOOD DRIVE SUITE 250	DANVERS	MA	01923	042400270	SUBSTANCE ABU	MA	501(C)(3)	10		false	NBH
NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK STREET	BEVERLY	MA	01915	042731137	HEALTHCARE	MA	501(C)(3)	10		false	LHS
NORTHEAST PROF REGISTRY OF NURSEs
800 CUMMINGS CENTER	BEVERLY	MA	01915	201287349	HEALTHCARE	MA	501(C)(3)	10		false	NSH
SEACOAST NURSING & REHABilitation CENTER
300 WASHINGTON STREET	GLOUCESTER	MA	01930	041305001	HEALTHCARE	MA	501(C)(3)	10		false	LHS
ADDISON GILBERT SOCIETY INC
41 MALL ROAD	BURLINGTON	MA	01805	464371382	SUPPORT	MA	501(C)(3)	7		false	LHS
NORTHEAST HEALTH SYSTEM INC
85 HERRICK STREET	BEVERLY	MA	01915	043240453	SUPPORT	MA	501(C)(3)	12C		false	LHS

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt
Lahey Clinic Insurance Co LTD
PO Box HM 2450	Hamilton	BD	Insurance	BD	LHS Inc	FOREIGN CORP	false
Winchester Healthcare Enterprises
			Healthcare		WHM Inc	Corp	false	41 Highland Avenue	Winchester	MA	01890	042932059	MA
Winchester Physician Associates In
			Physician		WHM Inc	Corp	false	41 Highland Avenue	winchester	MA	01890	043262963	MA
Northeast Proprietary Corporation
			MEDICAL SERVI		NHS Inc	Corp	false	85 Herrick Street	Beverly	MA	01915	042855191	MA
Perpetual Trusts (8)
			Support		See Part V	Trust	false	41 Mall Road	Burlington	MA	01805		MA	$1,212,992	$21,349,557
REMAINDER TRUSTS (16)
			SUPPORT		SEE PART VII	TRUST	false	41 MALL ROAD	BURLINGTON	MA	01805		MA	$341,910	$6,715,118
POOLED INCOME FUNDS (3)
			SUPPORT		SEE PART VII	TRUST	false	41 MALL ROAD	BURLINGTON	MA	01805		MA	$12,695	$900,091

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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.