NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC (EIN 20-1287349)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-14
- IRS object ID
- 201542269349300304
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T06:42:23-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042684828 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEELEY & DRISCOLL PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PORTLAND STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201287349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST PROFESSIONAL REGISTRY OF NURSES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9789223000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 CUMMINGS CENTER NO 266U | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD R GRANT | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9789223000 | PhoneNum |
| Signature | 2015-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY T ROGERS | PreparerPersonNm |
| PTIN | P01074284 | PTIN |
| Phone | 6177427788 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HOWARD R GRANT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 01805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,740,655 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FACILITY AND HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDES, TO THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 240 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,443,208 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,746,447 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,443,208 | PYTotalRevenueAmt |
| CY Total Revenue | $11,740,655 | 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 | $7,683,013 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,542,586 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,038,494 | PYOtherExpensesAmt |
| CY Other Expenses | $1,508,150 | CYOtherExpensesAmt |
| PY Total Expenses | $9,721,507 | PYTotalExpensesAmt |
| CY Total Expenses | $12,050,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $721,701 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$310,081 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,284,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,699,794 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,067,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,793,260 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,216,615 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,906,534 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE FACILITY AND HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDES TO THE RESIDENTS OF THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,253,221 | ExpenseAmt |
| Revenue | $11,746,447 | RevenueAmt |
| Desc | HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDE SERVICES. | Desc |
| Total Program Service Expenses | $7,253,221 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 240 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY O'CONNOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789223000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 01805 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| HOWARD R GRANT | |||||||||
| DIRECTOR/CHAIR/PRES/CEO | 2.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,469,642 | $273,518 | ||
| TIMOTHY O'CONNOR | |||||||||
| DIRECTOR/TREASURER | 2.00 | 40.00 | Yes (X) | Yes (X) | $0 | $726,158 | $162,517 | ||
| DAVID SPACKMAN | |||||||||
| DIRECTOR/CLERK | 2.00 | 40.00 | Yes (X) | Yes (X) | $0 | $438,488 | $44,803 | ||
| ROBERT RIVES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA RING | |||||||||
| REGISTERED NURSE | 40.00 | 0.00 | $146,028 | $0 | $2,811 | Yes (X) | |||
| RACHEL MANGIACOTTI | |||||||||
| CLINICAL NURSE MANAGER | 40.00 | 0.00 | $113,890 | $0 | $16,172 | Yes (X) | |||
| SUZANNE OLSZAK | |||||||||
| REGISTERED NURSE | 40.00 | 0.00 | $113,515 | $0 | $26,378 | Yes (X) | |||
| JENNIFER C GIZMUNT | |||||||||
| FORMER DIRECTOR/PRESIDENT | 0.00 | 40.00 | $0 | $200,884 | $24,853 | Yes (X) | |||
| JAMES DUNNE | |||||||||
| FORMER DIRECTOR/CLERK | 0.00 | 0.00 | $0 | $219,237 | $60,024 | Yes (X) | |||
| JOSEPH PORCELLO | |||||||||
| FORMER TREASURER | 0.00 | 0.00 | $0 | $198,458 | $67,434 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $373,433 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,252,867 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $678,510 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $11,746,447 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,746,447 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,746,447 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,792 | TotalRevenueColumnAmt |
| Exclusion | -$5,792 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,740,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,746,447 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$5,792 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,889,982 | TotalAmt |
| Program Services | $6,336,082 | ProgramServicesAmt |
| Management And General | $2,553,900 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,321 | TotalAmt |
| Management And General | $83,321 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,365 | TotalAmt |
| Program Services | $24,587 | ProgramServicesAmt |
| Management And General | $901,778 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,918 | TotalAmt |
| Program Services | $536,535 | ProgramServicesAmt |
| Management And General | $106,383 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,004 | TotalAmt |
| Program Services | $201,004 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,120 | TotalAmt |
| Management And General | $30,120 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,493 | TotalAmt |
| Management And General | $62,493 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,160 | TotalAmt |
| Management And General | $131,160 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,060 | TotalAmt |
| Management And General | $277,060 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,678 | TotalAmt |
| Management And General | $171,678 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,871 | TotalAmt |
| Management And General | $14,871 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| OTHER OPERATING EXPENSE | $444,764 | $444,764 | |
| SUPPLIES | $175,000 | $19,987 | $155,013 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,050,736 | TotalAmt |
| Program Services | $7,253,221 | ProgramServicesAmt |
| Management And General | $4,797,515 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,587,395 | BOYAmt |
| EOY | $2,642,180 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,808 | BOYAmt |
| EOY | $869,636 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,423 | BOYAmt |
| EOY | $44,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $726,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $408,484 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,600 | BOYAmt |
| EOY | $317,845 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,356 | BOYAmt |
| EOY | $825,907 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,284,582 | BOYAmt |
| EOY | $4,699,794 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,333 | BOYAmt |
| EOY | $856,265 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,355,634 | BOYAmt |
| EOY | $1,936,995 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,067,967 | BOYAmt |
| EOY | $2,793,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,191,615 | BOYAmt |
| EOY | $1,881,534 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,615 | BOYAmt |
| EOY | $1,906,534 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,284,582 | BOYAmt |
| EOY | $4,699,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$310,081 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,810,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,289,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,964,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,443,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,746,447 | CurrentTaxYearAmt |
| Total | $46,254,208 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,810,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,289,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,964,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,443,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,746,447 | CurrentTaxYearAmt |
| Total | $46,254,208 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $46,254,208 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,810,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,289,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,964,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,443,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,746,447 | CurrentTaxYearAmt |
| Total | $46,254,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $726,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $408,484 | DepreciationAmt |
| Book Value | $317,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $317,845 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| GOODWILL | $136,356 |
| DUE FROM AFFILIATE | $664,551 |
| INTER-COMPANY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $825,907 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $1,771,428 |
| INTER-COMPANY | $25,000 |
| DUE TO MEDICARE | $140,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,936,995 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,740,655 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,740,655 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,740,655 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,050,736 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,050,736 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,050,736 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOWARD R GRANT | ||||||||||||||
| DIRECTOR/CHAIR/PRES/CEO | $0 | $1,451,746 | $0 | $0 | $0 | $17,896 | $0 | $242,796 | $0 | $30,722 | $0 | $1,743,160 | $0 | $0 |
| TIMOTHY O'CONNOR | ||||||||||||||
| DIRECTOR/TREASURER | $0 | $725,900 | $0 | $0 | $0 | $258 | $0 | $136,700 | $0 | $25,817 | $0 | $888,675 | $0 | $0 |
| DAVID SPACKMAN | ||||||||||||||
| DIRECTOR/CLERK | $0 | $437,726 | $0 | $0 | $0 | $762 | $0 | $22,796 | $0 | $22,007 | $0 | $483,291 | $0 | $0 |
| JENNIFER C GIZMUNT | ||||||||||||||
| FORMER DIRECTOR/PRESIDENT | $0 | $173,812 | $0 | $21,937 | $0 | $5,135 | $0 | $0 | $0 | $24,853 | $0 | $225,737 | $0 | $0 |
| JAMES DUNNE | ||||||||||||||
| FORMER DIRECTOR/CLERK | $0 | $197,156 | $0 | $22,081 | $0 | $0 | $0 | $45,543 | $0 | $14,481 | $0 | $279,261 | $0 | $0 |
| JOSEPH PORCELLO | ||||||||||||||
| FORMER TREASURER | $0 | $187,214 | $0 | $0 | $0 | $11,244 | $0 | $39,172 | $0 | $28,262 | $0 | $265,892 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | LAHEY CLINIC FOUNDATION (RELATED ORGANIZATION) MAINTAINS A 457F NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, EXECUTIVE MANAGEMENT AND DEFINED MEDICAL STAFF. THE PLAN OFFERS PARTICIPATING EMPLOYEES AN ANNUAL DEFERRAL OF COMPENSATION IN ADDITION TO THEIR SALARIES. |
| PART I, LINE 7 | THE NON-FIXED PAYMENT BONUSES REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II) ARE DETERMINED BY AN INDEPENDENT COMPENSATION COMMITTEE, WHICH INCLUDES A GROUP OF 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, (INCLUDING NET INCOME) AND QUALITY MEASURES, (SUCH AS PATIENT SATISFACTION AND QUALITY OF CARE). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION IS NORTHEAST HEALTH SYSTEM, INC. THE REPORTING ORGANIZATION'S MEMBER HAS, WITH RESPECT TO THE REPORTING ORGANIZATION, THE RIGHT TO EXERCISE ALL POWERS CONFERRED ON MEMBERS OF 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 (SUBJECT TO CERTAIN TRANSITION RULES IN PLACE THROUGH MAY 1, 2016); (B) AMENDMENT OF THE ARTICLES OF ORGANIZATION; (C) AMENDMENT OF THE BY-LAWS; (D) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; AND (E) THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION. ADDITIONALLY, THE RIGHT OF THE REPORTING ORGANIZATION'S MEMBER, NORTHEAST HEALTH SYSTEM, INC., TO EXERCISE ITS AUTHORITY AS A MEMBER OF THE REPORTING ORGANIZATION IS SUBJECT TO THE APPROVAL OF (LCF/NHS)'S CORPORATE MEMBER, LHS, WHICH MAY ALSO EXERCISE SUCH POWERS DIRECTLY. THE ARTICLES OF INCORPORATION AND BY-LAWS OF THE REPORTING ORGANIZATION WERE AMENDED ON SEPTEMBER 21, 2012 TO REFLECT THE AFOREMENTIONED CHANGES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION IS NORTHEAST HEALTH SYSTEM, INC. THE REPORTING ORGANIZATION'S MEMBER HAS, WITH RESPECT TO THE REPORTING ORGANIZATION, THE RIGHT TO EXERCISE ALL POWERS CONFERRED ON MEMBERS OF 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 (SUBJECT TO CERTAIN TRANSITION RULES IN PLACE THROUGH MAY 1, 2016); (B) AMENDMENT OF THE ARTICLES OF ORGANIZATION; (C) AMENDMENT OF THE BY-LAWS; (D) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; AND (E) THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION. ADDITIONALLY, THE RIGHT OF THE REPORTING ORGANIZATION'S MEMBER, NORTHEAST HEALTH SYSTEM, INC., TO EXERCISE ITS AUTHORITY AS A MEMBER OF THE REPORTING ORGANIZATION IS SUBJECT TO THE APPROVAL OF (LCF/NHS)'S CORPORATE MEMBER, LHS, WHICH MAY ALSO EXERCISE SUCH POWERS DIRECTLY. THE ARTICLES OF INCORPORATION AND BY-LAWS OF THE REPORTING ORGANIZATION WERE AMENDED ON SEPTEMBER 21, 2012 TO REFLECT THE AFOREMENTIONED CHANGES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION IS NORTHEAST HEALTH SYSTEM, INC. THE REPORTING ORGANIZATION'S MEMBER HAS, WITH RESPECT TO THE REPORTING ORGANIZATION, THE RIGHT TO EXERCISE ALL POWERS CONFERRED ON MEMBERS OF 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 (SUBJECT TO CERTAIN TRANSITION RULES IN PLACE THROUGH MAY 1, 2016); (B) AMENDMENT OF THE ARTICLES OF ORGANIZATION; (C) AMENDMENT OF THE BY-LAWS; (D) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; AND (E) THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION. ADDITIONALLY, THE RIGHT OF THE REPORTING ORGANIZATION'S MEMBER, NORTHEAST HEALTH SYSTEM, INC., TO EXERCISE ITS AUTHORITY AS A MEMBER OF THE REPORTING ORGANIZATION IS SUBJECT TO THE APPROVAL OF (LCF/NHS)'S CORPORATE MEMBER, LHS, WHICH MAY ALSO EXERCISE SUCH POWERS DIRECTLY. THE ARTICLES OF INCORPORATION AND BY-LAWS OF THE REPORTING ORGANIZATION WERE AMENDED ON SEPTEMBER 21, 2012 TO REFLECT THE AFOREMENTIONED CHANGES. |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT PREPARED THE IRS FORM 990, ALONG WITH INDEPENDENT TAX CONSULTANTS WHO SIGN THE RETURN AS PAID PREPARER. EXECUTIVE MANAGEMENT REVIEWED AND PRESENTED A DRAFT OF THE IRS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE LAHEY HEALTH SYSTEM, INC. BOARD OF TRUSTEES. PRIOR TO THE FILING DATE, A DRAFT OF THE IRS FORM 990 AND THE FINAL IRS FORM 990 WERE BOTH PROVIDED TO THE ENTIRE BOARD OF TRUSTEES BEFORE THE FILING DATE VIA A SECURED WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | LAHEY HEALTH HAS A CODE OF CONDUCT. THE CODE WAS ADOPTED SO THAT ALL LAHEY HEALTH OFFICERS, EMPLOYEES AND CERTAIN OTHER PERSONS HAVE A PRIMARY GUIDE -- AND THE SAME GUIDE -- FOR CONDUCTING THEIR DAILY WORK LIVES. THE CODE SETS OUT BASIC PRINCIPLES THAT ALL LAHEY HEALTH COLLEAGUES MUST FOLLOW, INCLUDING PRINCIPLES THAT RELATE TO ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, LAHEY HEALTH HAS A CONFLICT OF INTEREST POLICY. THE POLICY TREATS THE SUBJECT OF CONFLICTS OF INTEREST IN MORE DETAIL. BOTH THE CODE AND THE POLICY WERE DESIGNED TO SATISFY THE EXPECTATIONS OF OUR PATIENTS AND THEIR FAMILIES THAT LAHEY HEALTH WILL IDENTIFY AND APPROPRIATELY MANAGE CONFLICTS OF INTEREST. ALL LAHEY HEALTH COLLEAGUES ARE SUBJECT IN GENERAL TO THE PROVISIONS OF BOTH THE CODE AND THE POLICY. UNDER THE POLICY ALL LAHEY HEALTH COLLEAGUES MUST PROACTIVELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT THEY THINK MAY EXIST AND INQUIRE ABOUT THE APPLICATION OF THE POLICY WHENEVER THEY HAVE A QUESTION UNDER IT. IN ADDITION, BECAUSE OF THE LEVEL OF THEIR RESPONSIBILITIES, CERTAIN COLLEAGUES ARE REQUIRED TO COMPLETE AND SUBMIT AN ANNUAL ONLINE CONFLICT OF INTEREST QUESTIONNAIRE AND TO UPDATE IT DURING THE YEAR AS CIRCUMSTANCES WARRANT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS FOR TOP OFFICIAL THE COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT TRUSTEES, MEETS PERIODICALLY THROUGHOUT THE YEAR TO REVIEW EXECUTIVE GOALS, SALARIES, INCENTIVES, PAYMENT PROGRAMS AND BENEFITS. THE COMMITTEE USES COMPARATIVE DATA FROM SULLIVAN & COTTERS AND LAWRENCE ASSOCIATIONS (EXTERNAL COMPENSATION CONSULTANTS) TO ENSURE EXECUTIVE COMPENSATION AND BENEFITS ARE IN LINE WITH THE REST OF THE INDUSTRY. COMPENSATION PROCESS FOR OFFICERS THE COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT TRUSTEES, MEETS PERIODICALLY THROUGHOUT THE YEAR TO REVIEW EXECUTIVE GOALS, SALARIES, INCENTIVES, PAYMENT PROGRAMS AND BENEFITS. THE COMMITTEE USES COMPARATIVE DATA FROM SULLIVAN & COTTERS AND LAWRENCE ASSOCIATIONS (EXTERNAL COMPENSATION CONSULTANTS) TO ENSURE EXECUTIVE COMPENSATION AND BENEFITS ARE IN LINE WITH THE REST OF THE INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF ORGANIZATION ARE PUBLIC DOCUMENT FILED WITH THE SECRETARY OF STATE OF THE COMMONWEALTH OF MASSACHUSETTS. THE ARTICLES OF ORGANIZATION, BY-LAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION PUBLISHES AN ANNUAL REPORT, WHICH CONTAINS AUDITED FINANCIAL STATEMENTS AND LISTINGS OF BOARD MEMBERS. THE IRS FORM 990 AND THE MASSACHUSETTS FORM PC ARE AVAILABLE UPON REQUEST. IN ADDITION, THE ORGANIZATION PRESENTS FINANCIAL STATEMENTS TO THE PUBLIC AS AN ATTACHMENT TO ITS FORM PC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LAHEY CLINIC INC | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042704683 | HEALTHCARE | MA | 501C3 | 9 | LCF INC | 0 | |
| LAHEY CLINIC FOUNDATION INC | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042323457 | SUPPORT | MA | 501C3 | 7 | LHS INC | 0 | |
| LAHEY HEALTH SHARED SERVICES INC | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 043178972 | SUPPORT | MA | 501C3 | 9 | LHS INC | 0 | |
| NORTHEAST HEALTH SYSTEM INC | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043240453 | SUPPORT | MA | 501C3 | 11C | LHS INC | 0 | |
| NORTHEAST HOSPITAL CORPORTION | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501C3 | 3 | LHS INC | 0 | |
| NORTHEAST MEDICAL PRACTICE | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501C3 | 9 | NEHC | 0 | |
| SEACOAST NURSING AND REHABILITATION CENTER | |||||||||||
| 300 WASHINGTON STREET | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501C3 | 9 | LHS INC | 0 | |
| NORTHEAST SENIOR HEALTH | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501C3 | 9 | LHS INC | 0 | |
| NORTHEAST BEHAVIORAL HEALTH | |||||||||||
| 131 RANTOUL STREET | BEVERLY | MA | 01915 | 042777145 | BEHAVIORAL HEALTH | MA | 501C3 | 7 | LHS INC | 0 | |
| CAB HEALTH & RECOVERY | |||||||||||
| 111 MIDDLETON ROAD | DANVERS | MA | 01923 | 042400270 | SUBSTANCE ABUSE PREVENTION | MA | 501C3 | 9 | NEBH | 0 | |
| HEALTH AND EDUCATION HOUSING SERVICES | |||||||||||
| ZERO CENTENNIAL DRIVE | BEVERLY | MA | 01915 | 223232914 | HUD HOUSING | MA | 501C3 | 9 | NEBH | 0 | |
| LAHEY HEALTH SYSTEM INC | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 611665701 | SUPPORT | MA | 501C3 | 11C | 0 | N/A | |
| LAHEY CLINIC HOSPITAL INC | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042704686 | HEALTHCARE | MA | 501C3 | 3 | LCF INC | 0 | |
| WINCHESTER HOSPITAL | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 042104434 | HEALTHCARE | MA | 501C3 | 3 | WHM INC | 0 | |
| WINCHESTER HOSPITAL FOUNDATION | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 043399570 | SUPPORT | MA | 501C3 | 11C | WHM INC | 0 | |
| WINCHESTER HEALTHCARE MANAGEMENT INC | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 222701817 | MANAGEMENT SERVICES | MA | 501C3 | 11C | LHS INC | 0 | |
| WINCHESTER HEALTHCARE INVESTMENT | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 222701819 | HEALTHCARE VENTURES | MA | 501C3 | 11C | WHM INC | 0 | |
| WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 223137856 | SURGERY CENTER | MA | 501C3 | 11C | WHM INC | 0 | |
| ADDISON GILBERT SOCIETY INC | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 464371382 | SUPPORT | MA | 501C3 | 11A | LHS INC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAHEY CLINIC INSURANCE CO LTD | ||||||||||||||
| PO BOX HM2450 | HAMILTON | BD | INSURANCE | BD | LHS INC | C | 0 | |||||||
| PERPETUAL TRUSTS (8) | ||||||||||||||
| SUPPORT | T | 0 | 41 MALL ROAD | BURLINGTON | MA | 01805 | MA | N/A | ||||||
| REMAINDER TRUSTS (17) | ||||||||||||||
| SUPPORT | T | 0 | 41 MALL ROAD | BURLINGTON | MA | 01805 | MA | N/A | ||||||
| POOLED INCOME FUNDS (3) | ||||||||||||||
| SUPPORT | T | 0 | 41 MALL ROAD | BURLINGTON | MA | 01805 | MA | N/A | ||||||
| WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION | ||||||||||||||
| PHYSICIAN SERVICE | WHM INC | C | 0 | 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | MA | 472646454 | |||||
| NORTHEAST PROPRIETARY CORPORATION | ||||||||||||||
| MEDICAL SERVICE | LHS INC | C | 0 | 85 HERRICK STREET | BEVERLY | MA | 01915 | MA | 042855191 | |||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | ||||||||||||||
| HEALTHCARE VENTURES | WHM INC | C | 0 | 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | MA | 042932059 | |||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | ||||||||||||||
| PHYSICIAN PRACTICE | WHM INC | C | 0 | 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | MA | 043262963 | |||||
| WINCHESTER HEALTHCARE INDEMNIFICATION | ||||||||||||||
| INVESTMENT COMPANY | LHS INC | C | 0 | 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | MA | 980589732 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART V | IN ADDITION TO CONDUCTING FUNDRAISING AND SOLICITATION EFFORTS ON ITS OWN BEHALF, LAHEY CLINIC FOUNDATION, INC. PHILANTHROPY DEPARTMENT ALSO CONDUCTS FUNDRAISING AND SOLICITATION EFFORTS ON BEHALF OF ALL ENTITIES WITHIN THE LAHEY HEALTH SYSTEM, INC. FAMILY OF ORGANIZATIONS, AS DETAILED IN THE ACCOMPANYING IRS FORM 990, SCHEDULE R, PART II. ALL ENTITIES WITHIN LAHEY HEALTH SYSTEM, INC. SHARE FACILITIES, EQUIPMENT, MAILING LISTS, AND OTHER ASSETS. FOR A LIST OF ALL ENTITIES, SEE THE ACCOMPANYING IRS FORM 990, SCHEDULE R. LAHEY HEALTH SYSTEM, INC. AND ITS RELATED ORGANIZATIONS, AND WINCHESTER HEALTHCARE MANAGEMENT, INC. AND ITS RELATED ORGANIZATIONS (AS DETAILED IN THE ACCOMPANYING IRS FORM 990, SCHEDULE R, PROVIDE VARIOUS CORPORATE AND OTHER SERVICES TO EACH OTHER. THESE ORGANIZATIONS REIMBURSE ONE ANOTHER FOR EXPENSES INCURRED SUCH AS EMPLOYEE SALARIES, MATERIALS, SUPPLIES, UTILITIES, ETC. CASH IS ALSO TRANSFERRED BETWEEN THE CORPORATIONS FOR WORKING CAPITAL PURPOSES ON AN AS-NEEDED BASIS. |
| SCHEDULE R, PART IV, PERPETUAL TRUSTS | LAHEY CLINIC FOUNDATION, NORTHEAST HOSPITAL CORPORATION AND WINCHESTER HOSPITAL HAVE FOUR (4), THREE (3) AND ONE (1) PERPETUAL TRUSTS, RESPECTIVELY. THE PERPETUAL TRUSTS ARE DOMICILED IN MASSACHUSETTS, PENNSYLVANIA AND FLORIDA. |
| SCHEDULE R, PART IV, REMAINDER TRUSTS | LAHEY CLINIC FOUNDATION HAS SEVENTEEN (17) REMAINDER TRUSTS. THE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS, NEW HAMPSHIRE AND WISCONSIN. |
| SCHEDULE R, PART IV, POOLED INCOME FUNDS | LAHEY CLINIC FOUNDATION HAS THREE (3) POOLED INCOME FUNDS, DOMICILED IN MASSACHUSETTS. |
Comments