2018-08-14T09:34:26-05:00 2017-09-30 BDO USA LLP ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2016-10-01 043178972 Lahey Health Shared Services Inc % TIMOTHY O'CONNOR LAHE 7817445100 41 Mall Road Burlington MA 018050001 TIMOTHY O'CONNOR EVP/CFO/TREASURER 7817445100 2018-08-15 true JEFFREY ROGERS P01074284 6174220700 2016 2022-09-23 18:48:47Z HOWARD R GRANT JD MD 41 Mall Road Burlington MA 018050001 184606451 false X www.lahey.org X 1992 MA SEE SCHEDULE O 3 0 1096 0 0 0 0 191727423 184606451 -1421307 0 0 0 190306116 184606451 0 0 0 0 102889757 103984811 0 0 0 99498458 80621641 202388215 184606452 -12082099 -1 94000049 132270552 115692741 132270553 -21692692 -1 SEE SCHEDULE O false false 0 0 LAHEY HEALTH SHARED SERVICES, INC. IS A CHARITABLE ORGANIZATION THAT PROVIDES ASSISTANCE TO ALL LAHEY HEALTH SYSTEM ENTITIES IN SUPPORT OF THEIR MISSIONS TO PROVIDE PATIENT CARE SERVICES, PATIENT EDUCATION, COMMUNITY BENEFITS AND COMMUNITY SERVICE PROGRAMS, CONTINUING EDUCATION OF HEALTHCARE PROVIDERS, AS WELL AS RESEARCH ACTIVITIES AND PHILANTHROPIC EFFORTS. 0 true false false false false false false false false false true false false true true false false true false false false false false true false false false false false true false false false false false false false false false false false false false true false false false true 1306 0 true 1096 true false false false false false false false false false false X 3 0 false false false false true true true 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 X Howard R Grant JD MD TRUSTEE/officer/PRESIDENT/CEO 1.0 50.0 X X 0 1089242 279685 Timothy O'Connor TRUSTEE/OFFICER/EVP/CFO/treasu 1.0 50.0 X X 0 619326 185344 DAVID G SPACKMAN JD TRUSTEE/OFFICER/SVP GOV AFFAIR 1.0 50.0 X X 0 429989 52159 Peter R Lloyd officer/VP CORPORATE FINANCE 40.0 1.0 X 356878 0 57951 Maryellen Lear OFFICER/DIRECTOR, LEGAL SUPPOR 40.0 1.0 X 100252 0 26858 Elizabeth P Conrad SVP Chief HR Officer 40.0 1.0 X 363901 0 57601 Gregory A Bazylewicz MD SVP Chief Netwrk Dvlp Officer 40.0 1.0 X 501456 0 52188 Pauline M Lodge SVP Bus Dev Mkt & Communicatio 40.0 1.0 X 396105 0 49378 David Reis SVP Chief Info Officer 40.0 1.0 X 318706 0 21834 WILLIAM ROBERTSON VP & CHIEF FACILITIES OFFICER 40.0 1.0 X 324660 0 54298 Bruce A Metz SVP CHIEF INFO OFFICER -6/1/17 40.0 0.0 X 620260 0 1923 JAMES E THOMPSON SVP PHILANTHROPY 40.0 0.0 X 424502 0 49490 GARY P MARLOW VP FINANCE NHS thru 6/2/16 40.0 0.0 X 368522 0 11810 PHILLIPS AXTEN VP CCO & ASSOC GENL COUNSEL 40.0 0.0 X 319706 0 19887 HAROLD E LAWSON JR SVP CHIEF REVENUE OFFICER 40.0 0.0 X 351185 0 63090 4446133 2138557 983496 193 false true false Deloitte Consulting LLP PO Box 844717 DALLAS TX 75284 Consulting 6255221 EPIC Systems Corporation PO box 88314 MILWAUKEE WI 53288 Consulting 7534611 Nordic Consulting Partners Inc 740 Regent St MADISON WI 53715 Consulting 4766091 Northeast Emergency Assoc PC 1342 Belmont St BROCKTON MA 02301 Emergency Room Cover 8558978 FTI Consulting Inc PO Box 418005 BOSTON MA 02241 Consulting 3381030 143 0 SALES OF SERVICES 900099 184352922 184352922 OTHER OPERATING REVENUE 900099 253529 253529 184606451 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 184606451 184606451 0 0 0 0 2991733 0 2991733 0 75295258 0 75295258 0 20416842 20416842 5280978 5280978 0 3257931 3257931 1029241 1029241 0 0 0 36976831 36976831 4262963 4262963 5470212 5470212 19891856 19891856 0 3798878 3798878 920746 920746 0 0 0 0 12959 12959 0 MEDICAL SUPPLIES 9163 9163 GENERAL SUPPLIES AND SERVICES 4990861 4990861 ADMINISTRATIVE OVERHEAD 0 184606452 0 184606452 0 0 0 -1011567 1900535 0 0 38596 348854 0 0 0 0 0 0 9913 0 6365743 7262064 26979 22130 4413 4849 0 0 0 0 0 0 0 0 88592951 122754250 94000049 132270552 71205198 72813869 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44487543 59456684 115692741 132270553 X -21692692 -1 0 0 0 0 -21692692 -1 94000049 132270552 -1 21692692 X false true X true false X 0 0 0 0 0 0 1155826 10811282 171598115 191326703 184606451 559498377 0 0 0 1155826 10811282 171598115 191326703 184606451 559498377 0 0 0 559498377 0 0 0 0 0 1155826 10811282 171598115 191326703 184606451 559498377 1.00000 1.00000 0.00000 0.00000 X 26979 22130 4849 4849 OTHER RECEIVABLES 301989 INTERCOMPANY RECEIVABLES 121443469 INVESTMENTS, OTHER 1008792 122754250 0 INTERCOMPANY PAYABLES 59448844 OTHER NONCURRENT LIABILITIES 7840 59456684 X X X X X X true Target Marketeam Direct mailing false 1464898 674792 790106 1464898 674792 790106 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY true true false false false false false true false Howard R Grant JD MD TRUSTEE/officer/PRESIDENT/CEO 1047242 42000 248978 30707 1368927 Timothy O'Connor TRUSTEE/OFFICER/EVP/CFO/treasu 579748 39578 156600 28744 804670 Bruce A Metz SVP CHIEF INFO OFFICER -6/1/17 115300 175000 329960 1923 622183 DAVID G SPACKMAN JD TRUSTEE/OFFICER/SVP GOV AFFAIR 412789 17200 28978 23181 482148 Peter R Lloyd officer/VP CORPORATE FINANCE 306858 15000 35020 35000 22951 414829 Elizabeth P Conrad SVP Chief HR Officer 341701 22200 28978 28623 421502 Gregory A Bazylewicz MD SVP Chief Netwrk Dvlp Officer 459056 42400 28978 23210 553644 Pauline M Lodge SVP Bus Dev Mkt & Communicatio 371705 24400 28978 20400 445483 David Reis SVP Chief Info Officer 273180 27625 17901 18830 3004 340540 WILLIAM ROBERTSON VP & CHIEF FACILITIES OFFICER 243178 65000 16482 25595 28703 378958 JAMES E THOMPSON SVP PHILANTHROPY 401848 22654 25805 23685 473992 GARY P MARLOW VP FINANCE NHS thru 6/2/16 133698 234824 11810 380332 PHILLIPS AXTEN VP CCO & ASSOC GENL COUNSEL 111577 208129 11750 8137 339593 HAROLD E LAWSON JR SVP CHIEF REVENUE OFFICER 322270 28915 28978 34112 414275 PART 1, 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 1, 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: BRUCE A. METZ $257,674 GARY P. MARLOW $149,996 PHILLIPS AXTEN $203,329 PART 1, LINE 4B LHS AND ITS RELATED ORGANIZATIONS MAINTAIN A 457F NONQUALIFIED DEFERRED COMPENSATION PLAN AND A SPLIT DOLLAR LIFE INSURANCE PLAN FOR CERTAIN PHYSICIANS, EXECUTIVE MANAGEMENT AND DEFINED MEDICAL STAFF. THE PLANS OFFER PARTICIPATING EMPLOYEES AN ANNUAL DEFERRAL OF COMPENSATION IN ADDITION TO THEIR SALARIES. FOR THE CURRENT PERIOD, THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457F NONQUALIFIED DEFERRED COMPENSATION PLAN AND/OR THE SPLIT DOLLAR LIFE INSURANCE PLAN: HOWARD R. GRANT, J.D., M.D. $220,000 TIMOTHY O'CONNOR $121,600 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 are 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 HEALTH SHARED SERVICES, INC. (LHSS) ADMINISTRATIVELY SUPPORTS LAHEY HEALTH SYSTEM, INC. AND AFFILIATES (LHS OR ORGANIZATION) IN ITS MISSION TO PROVIDE SUPERIOR HEALTHCARE LEADING TO THE BEST POSSIBLE OUTCOME FOR EVERY PATIENT. AS ONE OF THE WORLD'S PREMIER HEALTH CARE ORGANIZATIONS, LHS AIMS TO EXCEED PATIENT'S HIGH EXPECTATIONS FOR SERVICE AND TO ADVANCE MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS. IN ADDITION, LHS IS COMMITTED TO IMPROVING THE HEALTH OF AND QUALITY OF LIFE FOR COMMUNITY RESIDENTS BY SUPPORTING ORGANIZATIONS ALIGNED WITH THIS MISSION. ADMINISTRATIVE SUPPORT SERVICES PROVIDED TO LHS BY LHSS INCLUDE, BUT ARE NOT LIMITED, TO THE FOLLOWING; INFORMATION SYSTEMS, HUMAN RESOURCES, PATIENT FINANCIAL SERVICES, PAYROLL, ACCOUNTS PAYABLE, GENERAL ACCOUNTING, BUDGETING, LEGAL, PHILANTHROPY, MARKETING, COMMUNICATIONS, ETC. FORM 990, PART IV, LINE 4: THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION IS LAHEY HEALTH SYSTEM, INC. ("LHS"). LHS IS IN CONTACT WITH FEDERAL AND STATE LEGISLATORS REGARDING HEALTH CARE REFORM ISSUES THAT COULD POTENTIALLY HAVE AN IMPACT ON THE ORGANIZATION AND ITS RELATED ORGANIZATIONS. POLITICAL CAMPAIGNS AND LOBBYING ACTIVITIES ARE REPORTED ON FORM 990 SCHEDULE C FILED BY LHS. FORM 990, PART IV, LINE 11(F) AND SCH D, PART X, LINE 1: THE ORGANIZATIONS FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. FORM 990, PART VI, SECTION A, LINE 6, 7(A) AND 7(B): 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 THE 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. FORM 990, PART VI, SECTION B, LINE 11B: 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 SECURE WEBSITE. IN ADDITION, THE FINAL FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA THE SAME SECURE WEBSITE. FORM 990, PART VI, SECTION B, LINE 12(C): 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 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 14: LAHEY HEALTH SYSTEM, INC. HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY KNOWN AS THE "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS" WHICH WAS APPROVED BY THE MEDICAL PRACTICE AND UTILIZATION COMMITTEE ON JULY 26, 2012. FORM 990, PART VI, SECTION B, LINE 15: INDEPENDENT MEMBERS OF THE LAHEY HEALTH SYSTEM 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 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 16(B): 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, REVIEWS 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 & ITS AFFILIATES DO NOT COMPENSATE ANY TRUSTEE IN THEIR CAPACITY AS A TRUSTEE. 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". FORM 990, PART VII, PART IX AND SCHEDULE J: BENEFIT AND PENSION EXPENSES FOR OFFICERS AND KEY EMPLOYEES OF LAHEY HEALTH SHARED SERVICES, INC. ARE PAID BY LAHEY CLINIC FOUNDATION, INC. LAHEY CLINIC FOUNDATION, INC. ALLOCATES THE AFOREMENTIONED EXPENSES TO RELATED ORGANIZATIONS. THE RELATED ORGANIZATIONS THEN REIMBURSE LAHEY CLINIC FOUNDATION, INC. FORM 990, PART XI, LINE 8 DURING 2017, MANAGEMENT BECAME AWARE OF A MISSTATEMENT THAT RELATES TO PRIOR YEARS AND AS A RESULT, CERTAIN PRIOR YEAR AMOUNTS HAVE BEEN REVISED. THE MISSTATEMENT RELATES TO CERTAIN INTERCOMPANY ACTIVITIES DUE TO AND FROM RELATED ORGANIZATIONS. MANAGEMENT DOES NOT BELIEVE THE MISSTATEMENTS ARE MATERIAL, EITHER INDIVIDUALLY OR IN THE AGGREGATE, TO THE PRIOR PERIOD FINANCIAL STATEMENTS. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:6561818 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT LABOR TOTAL FEES:9633971 FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:12000773 FORM 990 PART IX LINE 11G DESCRIPTION:RECRUITMENT AGENCY FEES TOTAL FEES:2759046 FORM 990 PART IX LINE 11G DESCRIPTION:COLLECTION SERVICES TOTAL FEES:6021223 LAHEY HEALTH SYSTEMS INC 41 MALL RD BURLINGTON MA 01805 611665701 SUPPORT MA 501(C)(3) 12C na false Lahey Clinic Foundation Inc 41 MALL RD BURLINGTON MA 01805 042323457 SUPPORT MA 501(C)(3) 7 LCF false LAHEY CLINIC HOSPITAL INC 41 MALL RD BURLINGTON MA 01805 042704686 HEALTHCARE MA 501(C)(3) 3 LCF false LAHEY CLINIC INC 41 MALL RD BURLINGTON MA 01805 042704683 HEALTHCARE MA 501(C)(3) 10 LCF false LAHEY PHYSICIAN COMMUNITY ORG INC 41 MALL RD BURLINGTON MA 01805 472248298 HEALTHCARE MA 501(C)(3) 12A LHS false WINCHESTER HEALTHCARE MANAGEMENT INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 222701817 MANAGEMENT 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 ACCOUNTABLE CARE OR 41 HIGHLAND AVENUE WINCHESTER MA 01890 223137856 ACO MA 501(C)(3) 12A WHM false VISITING NURSE ASSOC OF MIDDLESEX-EAST 607 NORTH AVENUE WAKEFIELD MA 01880 046151873 HEALTHCARE MA 501(C)(3) 10 LHS false COMMUNITY CARE INC 607 NORTH AVENUE WAKEFIELD MA 01880 900396973 HEALTHCARE MA 501(C)(3) 10 LHS false NORTHEAST HOSPITAL CORPORATION 85 HERRICK STREET BEVERLY MA 01915 042121317 HEALTHCARE MA 501(C)(3) 3 LHS false NORTHEAST MEDICAL PRACTICE inc 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 & REHABILITATION 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 BERMUDA BD insurance BD LHS FOREIGN CORP false PERPETUAL TRUSTS (8) 41 mall road burlington MA 01805 support MA SEE PART VII Trust 1033541 21148142 false REMAINDER TRUSTS (18) 41 mall road burlington MA 01805 support MA SEE PART VII Trust 94753 6990842 false POOLED INCOME FUNDS (3) 41 mall road burlington MA 01805 support MA SEE PART VII Trust 106635 825972 false northeast proprietary corporation 85 herrick street beverly MA 01915 042855191 MEDICAL SERVI MA NHS C CORP false WINCHESTER HEALTHCARE ENTERPRISES INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 042932059 HEALTHCARE MA WHM C CORP false WINCHESTER PHYSICIAN ASSOCIATES INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 043262963 PHYSICIAN SER MA WHM C CORP false false false false false false false false false false false false false true false false false false false see part vii 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 eighteen remainder trusts. The remainder trusts are domiciled in Massachusetts, New Hampshire, Delaware, Wisconsin, 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.