2017-08-11T13:10:02-05:00 2016-09-30 BDO USA LLP TWO INTERNATIONAL PLACE BOSTON MA 02110 990 2015-10-01 222586814 LGH CHARITABLE TRUST Inc % FELIX MERCADO CFO LGHC 9786834000 1 general street lawrence MA 01841 DEBORAH J WILSON CORP ASST TREAS 9786834000 2017-08-15 true JEFFREY ROGERS P01074284 6174220700 2017-08-15 2015 2021-01-29 14:40:06Z Dianne J Anderson 1 general street lawrence MA 01841 4209032 false X WWW.LAWRENCEGENERAL.ORG X 1984 MA To promote and encourage philanthropic support for the delivery of comprehensive health care to patients across the Merrimack Valley region 10 7 0 0 0 2392343 1868975 0 0 562197 388033 0 0 2954540 2257008 0 0 0 0 0 0 0 0 938696 1167318 955932 1167318 955932 1787222 1301076 26074188 53633399 851629 26897677 25222559 26735722 To promote and encourage philanthropic support for the delivery of comprehensive health care to patients across the Merrimack Valley region by ensuring access to high-quality care, the latest technologies and caring, personalized treatment. false false 0 To promote and encourage philanthropic support for the delivery of comprehensive health care to patients acorss the Merrimack Valley region by ensuring access to high-quality care, the latest technologies and caring, personalized treatment. 0 true true false false false false false false false false true false false true true true false false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 8 0 true 0 false false false false false false false false false X 10 7 false false false false false false false true true false false true true true true true true true true false MA X X FELIX MERCADO CFO 9786834000 1 GENERAL STREET LAWRENCE MA 01841 RONALD J POLLINA CHAIRMAN 1.0 1.0 X 0 0 0 DIANNE J ANDERSON PRESIDENT & CEO 1.0 50.0 X X 0 759874 44194 DANA J MARKS TREASURER 1.0 1.0 X 0 0 0 ROBERT GILBERT SECRETARY/CLERK(DEC15-FORWARD) 1.0 1.0 X 0 0 0 DEBORAH J WILSON CORP. ASSISTANT TREASURER & EX 1.0 50.0 X X 0 451758 32382 CYNTHIA PHELAN CORP. ASSISTANT SECRETARY & VP 1.0 50.0 X X 0 250691 26593 MATTHEW A CAFFREY ESQ TRUSTEE 1.0 1.0 X 0 0 0 RICHARD CHOI MD TRUSTEE 1.0 1.0 X 0 0 0 DENNIS CONLIN TRUSTEE 1.0 1.0 X 0 0 0 CHERYL K NEAL TRUSTEE 1.0 1.0 X 0 0 0 DENISE S PALUMBO CORPORATION ASSISTANT SECRETAR 1.0 50.0 X 0 445710 25775 0 1908033 128944 0 true true false Lawrence General Hospital 1 general street lawrence MA 01841 Management Serv 328302 CAIN BROTHERS COMPANY 360 MADISON AVENUE 5TH FLOOR NEW YORK NY 10017 Investment Banking 254643 GHORSI SORRENTI INC 255 MADISON AVE WYCKOFF NJ 07481 CONSULTING 136499 3 1868975 2169 1868975 0 218415 218415 0 0 0 0 0 2121642 1952024 169618 169618 169618 0 0 0 0 2257008 388033 0 0 0 0 0 0 0 0 0 0 753418 753418 0 0 0 0 0 0 0 27328 27328 0 0 30036 30036 41930 41930 0 0 0 0 17236 17236 0 Gala Event Expenses 25321 25321 Latina Breast Program Expense 43086 43086 ALL OTHER EXPENSES 17577 0 0 17577 955932 0 17236 938696 688380 1752970 0 0 1219661 1620553 0 0 0 0 0 0 0 23709070 0 0 57088 8718 5250 4750 700 500 12535417 13679335 0 0 0 0 0 0 11572942 12862253 26074188 53633399 3413 64775 0 0 0 0 0 0 0 0 0 0 0 23765056 0 0 848216 3067846 851629 26897677 X 23905052 24492388 1317507 2243334 0 0 25222559 26735722 26074188 53633399 X 1301076 755535 -543448 X false true X true false X 551820 633283 1115990 1646023 941875 4888991 0 0 551820 633283 1115990 1646023 941875 4888991 0 4888991 217679 198573 174395 202752 218415 1011814 0 0 5900805 0.82853 0.82040 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 5250 4750 500 500 INVESTMENT IN AFFILIATE 11171017 DUE FROM AFFILIATES 427834 TEMPORARILY REDUCED CASH 296032 FUNDS HELD BY TRUSTEES 640620 LGH INTEREST IN REAL ESTATE 326750 12862253 0 DUE TO AFFILIATE 3067846 3067846 3022906 755535 10363 765898 2257008 2257008 955932 955932 955932 Part X Line 2 The organization annually evaluates its tax status and tax positions taken with respect to its operations and financial position. Tax years from 2012 through the current year remain open for examination by federal and state taxing authorities. true true false false false false false false false DIANNE J ANDERSON PRESIDENT & CEO 565202 100000 94672 20000 24194 804068 DEBORAH J WILSON CORP. ASSISTANT TREASURER & EX 391418 38340 22000 19000 13382 484140 CYNTHIA PHELAN CORP. ASSISTANT SECRETARY & VP 225379 20000 5312 21000 5593 277284 DENISE S PALUMBO CORPORATION ASSISTANT SECRETAR 232163 35986 177561 19000 6775 471485 Part II Payroll records are for the 1/1/2015-12/31/2015 calendar year. Part I Line 3 The CEO/President of LGH Charitable Trust, INC is 100% paid through its parent company, Lawrence General Hospital. The CEO's compensation is established by the following methods: (A) Compensation committee, (B) independent compensation consultant, (C) Form 990 of other organizations, (D) written employment contract, (E) compensation survey and (F) approval by an executive compensation committee of the board of trustees. Part I Line 4b As part of its total compensation package for executive-level employees, the parent company of LGH charitable trust, Inc., Lawrence General Hospital, offered 403(B), 457(B) and 457(F) non-qualified supplemental retirement plans. For the 2015 calendar year, Lawrence General Hospital contributed these amounts to the following employees listen on form 990, Schedule J. Dianne J. Anderson, 403B plan ($2,000), 457B plan ($18,000), 457F plan ($94,672); Deborah J. Wilson, 403B plan ($1,000), 457B plan ($18,000), 457F plan ($22,000); Cynthia Phelan, 403B plan ($3,000), 457B plan ($18,000), 457F plan ($5,312). Part I, Line 4a FOR THE 2015 CALENDAR YEAR, LAWRENCE GENERAL HOSPITAL MADE SEVERANCE PAYMENTS TO THE FOLLOWING EMPLOYEES LISTED ON FORM 990, SCHEDULE J, PART II; DENISE S. PALUMBO ($133,737). Form 990 Part V Section B Line 11 Form 990 is prepared by the organization's accounting manager and reviewed by the controller and CFO. Form 990 is also reviewed by the organization's external accountant. Once complete, the form and all schedules are made available to the Board of Trustees via a secure internet portal for review. The organization's CFO and senior VP are available to faciliate the review as well as answer any questions regarding the form. Form 990 Part VI Section C LIne 18 The organization makes all documents available to the general public upon request. The Form 990 is also available on the website of the Massachusetts' Attorney General and through www.guidestar.org. Form 990 Part VI Section B Line 12c ON an annual basis, the parent company (Lawrence General Hospital) of LGH Charitable Trust, Inc. distributes a conflict of interest policy to the Board of Trustees. The members are required to disclose, in writing, any potential conflict that they are aware of. Form 990 Part VI Section B Line 15 The parent company CEO's compensation is reviewed and approved by an executive compensation committee of the Board of Trustees. The compensation for the senior VP and CFO are determined by the CEO and reviewed by an executive compensation committee of the Board of Trustees. Independent surveys are also performed to determine salary reasonableness. Form 990 Part VI Section C Line 19 The organization makes all documents available to the general public upon request. Form 990 Part XI Line 9 Reconciliation of net assets: Net asset transfer to parent company, Lawrence General Hospital (-$677,507); Net assets released for capital expenditures ($282,649); COST ADJUSTMENT OF PLEDGED PROPERTY (-130,000); OTHER -($18,590) equals: Total other changes in net assets per form 990, Part XI, Line 9: (-543,448). Form 990 Part I Line 1 by ensuring access to high-quality care, the latest technologies and caring,personalized treatment. LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01841 042103586 HOSPITAL MA 501(C)3 3 NA false community medical associates Inc 1 GENERAL STREET LAWRENCE MA 01841 272142635 primary ca MA 501(C)3 3 lawrence g false LGH Administrative Services 1 GENERAL STREET lAWRENCE MA 01841 320423203 QALICB MA 501(C)3 11A Lawrence g false MERRIMACK VALLEY HEALTH SERVICES I 600 FEDERAL STREET ANDOVER MA 01810 222604915 MEDICAL IM MA 501(C)3 9 LAWRENCE G false LGH HEALTH ENTERPRISES INC 38 PROSPECT STREET LAWRENCE MA 01842 042869696 HEALTH CAR MA LAWRENCE G C-Corp false LGH PHYSICIAN ASSOCIATES PC 38 PROSPECT STREET LAWRENCE MA 01842 043174041 PHYSICIAN MA LAWRENCE G C-Corp false false false false true true false false false false false false false false false true false true false Lawrence General Hospital r 677407 Review of recor Lawrence General Hospital o 490178 review of recor LGH Administrative Services d 23079072 review of recor Lawrence General Hospital e 30000000 review of recor Lawrence General Hospital d 173606 review of recor Lawrence General Hospital e 3067846 review of recor