LAHEY CLINIC HOSPITAL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LAHEY CLINIC HOSPITAL INC (EIN 04-2704686)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-15
- IRS object ID
- 201212289349303586
- Schema version
- 2010v3.7
- 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 C
- Schedule D
- Schedule H
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T15:29:56-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042704686 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lahey Clinic Hospital Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAHE | NameControl |
| Phone | 7817445100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 Mall Road | AddressLine1 |
| City | Burlington | City |
| State | MA | State |
| ZIP Code | 018050001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY O'CONNOR | Name |
| Title | TREASURER/EVP/CFO | Title |
| Date Signed | 2012-08-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Howard R Grant JD MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 018050001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 760694757 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lahey.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4767 | TotalNbrEmployees |
| Total Nbr Volunteers | 212 | TotalNbrVolunteers |
| Total Gross UBI | 278310 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 85367 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 692884829 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 751902576 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 232002 | InvestmentIncomePriorYear |
| Investment Income Current Year | 54686 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8270972 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8737276 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 701387803 | TotalRevenuePriorYear |
| Total Revenue Current Year | 760694538 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 352263507 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 368832505 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 315639033 | OtherExpensePriorYear |
| Other Expenses Current Year | 326770560 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 667902540 | TotalExpensesPriorYear |
| Total Expenses Current Year | 695603065 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 33485263 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 65091473 | RevenuesLessExpensesCY |
| Total Assets BOY | 246798315 | TotalAssetsBOY |
| Total Assets EOY | 310851110 | TotalAssetsEOY |
| Total Liabilities BOY | 325330895 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 374746827 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -78532580 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -63895717 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 533932664 | Expense |
| Revenue | 744555380 | Revenue |
| Description | PATIENT CARE - See Schedule O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 31730069 | Expense |
| Revenue | 7347196 | Revenue |
| Description | EDUCATION - See Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 565662733 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 396 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4767 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TIMOTHY O'CONNOR | NamePerson |
| Telephone Number | 7817445100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1 |
| City | Burlington | City |
| State | MA | State |
| ZIP Code | 018050001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Howard R Grant JD MD | |||||||||
| TRUSTEE/PRES/CEO START11/15/10 | 20.0 | X | X | 0 | 740881 | 27627 | |||
| John A Libertino MD | |||||||||
| TRUSTEE/CHAIR DEPT OF UROLOGY | 1.0 | X | 0 | 813786 | 34907 | ||||
| Richard W Nesto MD | |||||||||
| TRUSTEE/CHIEF MED OPER OFFICER | 20.0 | X | 0 | 712610 | 38434 | ||||
| Roger L Jenkins MD | |||||||||
| TRUSTEE/CHAIR DIV OF SURGERY | 1.0 | X | 0 | 592325 | 41093 | ||||
| Richard S D'Agostino MD | |||||||||
| TRUSTEE/CHAIR DEPT CARDIO SURG | 1.0 | X | 0 | 526199 | 47609 | ||||
| Judith A Melin MD | |||||||||
| TRUSTEE/CHIEF MED SERV OFFICER | 20.0 | X | 0 | 334640 | 25462 | ||||
| Carl A Soderland MD | |||||||||
| TRUSTEE/CHAIR DIV OF COMMU MED | 1.0 | X | 0 | 390265 | 32253 | ||||
| Andrew G Villanueva MD | |||||||||
| TRUSTEE/CHIEF MED OFFICER CLIN | 1.0 | X | 0 | 322210 | 38829 | ||||
| Irving E Rogers III | |||||||||
| TRUSTEE/CHAIR OF BOARD/CLERK | 2.0 | X | X | 0 | 0 | 0 | |||
| Eric M Bailey | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| Craig R Benson | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| Ann Marie Connolly | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| Jerald G Fishman | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| James W Henderson | |||||||||
| TRUSTEE/VICE CHAIR OF BOARD | 2.0 | X | X | 0 | 0 | 0 | |||
| James D Irving | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| Charles M Leighton | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| Peter J Manning | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| J William Poduska | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| Windle B Priem | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| James A Radley | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| Robert L Reynolds | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| Michael C Ruettgers | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| David M Barrett MD | |||||||||
| TRUSTEE/PRES/CEO UNTIL12/31/10 | 1.0 | X | X | 0 | 1388917 | 216490 | |||
| William L Healy MD | |||||||||
| TRUSTEE UNTIL 01/24/11 /PHY. | 1.0 | X | 0 | 569745 | 41313 | ||||
| Joseph C Corkery MD | |||||||||
| TRUSTEE UNTIL 01/24/11 /PHY. | 20.0 | X | 0 | 510826 | 33397 | ||||
| Robert E Wise MD | |||||||||
| TRUSTEE UNTIL 01/24/11 /ADMIN | 1.0 | X | 0 | 191812 | 11509 | ||||
| Stephen R Freidberg MD | |||||||||
| TRUSTEE UNTIL 01/24/11 /PHY. | 1.0 | X | 0 | 112095 | 15540 | ||||
| Timothy O'Connor | |||||||||
| OFFICER/TREASURER/EVP/CFO | 20.0 | X | 0 | 801167 | 37641 | ||||
| Robert J Schneider | |||||||||
| CHIEF OPERATING OFFICER NORTH | 40.0 | 358751 | 0 | 33382 | X | ||||
| Jeffrey P Doran | |||||||||
| CHIEF OPERATING OFFICER HOSPIT | 40.0 | 318903 | 0 | 34328 | X | ||||
| Richard J Guarino | |||||||||
| VICE PRESIDENT HOSP SERVICES | 40.0 | 183288 | 0 | 35508 | X | ||||
| Leslie P Shaff | |||||||||
| VICE PRESIDENT HOSP SERVICES | 40.0 | 0 | 352670 | 38872 | X | ||||
| Lynn A Stofer | |||||||||
| SR. VICE PRESIDENT BUSINESS DE | 40.0 | 414047 | 0 | 22265 | X | ||||
| Joyce M Shannon | |||||||||
| SR. VP. TERMINATED 10/30/2011 | 40.0 | 274362 | 0 | 32621 | X | ||||
| C M Crowley Ganser | |||||||||
| SR. VICE PRESIDENT QUALITY & S | 40.0 | 224945 | 0 | 42732 | X | ||||
| Stephen L Demers | |||||||||
| VICE PRESIDENT CLINICAL SERVIC | 40.0 | 232193 | 0 | 34485 | X | ||||
| Stanley Bello | |||||||||
| CHIEF OPERATING OFFICER COMM M | 40.0 | 225960 | 0 | 32770 | X | ||||
| Sanford R Kurtz MD | |||||||||
| FORMER TRUSTEE/FORMER COO | 0.0 | 0 | 918842 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2232449 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 9278990 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 949067 | TotalOtherCompensation |
| Number Individuals GT100 K | 366 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| IMEDX MEDWARE Inc | |||||
| 4 CORPORATE DRIVE SUITE 380 | SHELTON | CT | 06484 | CONTRACT SERVICES | 1621292 |
| North Shore Medical Transcription | |||||
| 100 CORPORATE PLACE | PEABODY | MA | 01960 | CONTRACT SERVICES | 874255 |
| FORGET ME NOT SERVICES INC | |||||
| 323 ANDOVER STREET SUITE 7 | WILMINGTON | MA | 01887 | CONTRACT SERVICES | 852411 |
| American Translation Partners Inc | |||||
| 175 Paramount Drive | RYNHAM | MA | 02767 | CONTRACT SERVICES | 800304 |
| Anthony Vanaria Sons | |||||
| 45 Felton Street | WALTHAM | MA | 02453 | contract services | 789584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 26 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 624100 | 741201037 | 741201037 | |
| OTHER PATIENT REVENUE | 621400 | 10486234 | 10486234 | |
| OUTSIDE LABRATORY SERVICES | 621500 | 215305 | 215305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 751902576 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51005 | TotalRevenueColumn |
| Exclusion | $51,005 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 331251 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 331251 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 331251 | TotalRevenueColumn |
| Exclusion | $331,251 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3900 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 219 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3681 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3681 | TotalRevenueColumn |
| Exclusion | $3,681 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CAFETERIA REVENUE | 722210 | 3502065 | $3,502,065 | |
| PARKING GARAGE REVENUE | 812930 | 3309324 | $3,309,324 | |
| GIFT SHOP REVENUE | 453220 | 63005 | 63005 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1531631 | TotalRevenueColumn |
| Exclusion | $1,531,631 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8406025 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 760694538 | TotalRevenueColumn |
| Related Or Exempt Function Income | 751687271 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 278310 | UnrelatedBusinessRevenue |
| Exclusion | $8,728,957 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5297910 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5297910 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268151904 | Total |
| Program Services | 210696969 | ProgramServices |
| Management And General | 57454935 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39119562 | Total |
| Program Services | 34274066 | ProgramServices |
| Management And General | 4845496 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37554875 | Total |
| Program Services | 32893019 | ProgramServices |
| Management And General | 4661856 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18708254 | Total |
| Program Services | 14939877 | ProgramServices |
| Management And General | 3768377 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864754 | Total |
| Management And General | 864754 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379131 | Total |
| Management And General | 379131 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18309342 | Total |
| Program Services | 4868288 | ProgramServices |
| Management And General | 13441054 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 958294 | Total |
| Program Services | 708924 | ProgramServices |
| Management And General | 249370 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7793453 | Total |
| Program Services | 3145119 | ProgramServices |
| Management And General | 4648334 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3986595 | Total |
| Program Services | 103774 | ProgramServices |
| Management And General | 3882821 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12736003 | Total |
| Program Services | 10557649 | ProgramServices |
| Management And General | 2178354 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 758217 | Total |
| Program Services | 328375 | ProgramServices |
| Management And General | 429842 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9048632 | Total |
| Program Services | 8521740 | ProgramServices |
| Management And General | 526892 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40786887 | Total |
| Program Services | 28438650 | ProgramServices |
| Management And General | 12348237 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46849 | Total |
| Management And General | 46849 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 141057186 | 140904576 | 152610 |
| GENERAL SUPPLIES | 67715178 | 52951668 | 14763510 |
| PROV. FOR BAD DEBTS | 21707086 | 21707086 | |
| MEDICAL MALPRACTICE | 622953 | 622953 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695603065 | Total |
| Program Services | 565662733 | ProgramServices |
| Management And General | 129940332 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103779733 | BOY |
| EOY | 185015872 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73186982 | BOY |
| EOY | 83067846 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770862 | BOY |
| EOY | 382189 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9880098 | BOY |
| EOY | 10635564 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4486829 | BOY |
| EOY | 3802174 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10296636 | BOY |
| EOY | 10423138 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44397175 | BOY |
| EOY | 17524327 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246798315 | BOY |
| EOY | 310851110 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269195252 | BOY |
| EOY | 320485986 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17144810 | BOY |
| EOY | 15802450 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38990833 | BOY |
| EOY | 38458391 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325330895 | BOY |
| EOY | 374746827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -78532580 | BOY |
| EOY | -63895717 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -78532580 | BOY |
| EOY | -63895717 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246798315 | BOY |
| EOY | 310851110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 65091473 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -50454610 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $1,000 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $380,163 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $79,662 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 460825 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1 | ReturnReference |
| Explanation | LAHEY CLINIC HOSPITAL, 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. LAHEY CLINIC HOSPITAL, INC. ALSO PAID MEMBER DUES TO THE AMERICAN HOSPITAL ASSOCIATION, TO THE MASSACHUSETTS HOSPITAL ASSOCIATION AND TO SOME OTHER SMALLER ORGANIZATIONS, OF WHICH A PERCENTAGE OF THE DUES WAS ATTRIBUTED TO LOBBYING EFFORTS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTERCOMPANY RECEIVABLES | 17204302 |
| OTHER INVESTMENTS | 316525 |
| INTEREST IN NEPC | 3500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 17524327 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATE DUE TO THIRD PARTY INS ST | $28,862,691 |
| ESTIMATE DUE TO THIRD PARTY INS LT | $9,595,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 38458391 | TotalOfAmounts |
| Total Revenue | 760694538 | TotalRevenue |
| Total Expenses | 695603065 | TotalExpenses |
| Excess Or Deficit For Year | 65091473 | ExcessOrDeficitForYear |
| Other | -$50,454,610 | OtherAmount |
| Total Adjustments | -50454610 | TotalAdjustments |
| Excess Or Deficit Per FS | 14636863 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 759604618 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 759604618 | RevenueSubtotal |
| Other Revenues Not Included | 1089920 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1089920 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 760694538 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 744967755 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 50454610 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 50454610 | ExpensesNotRptdF990 |
| Expenses Subtotal | 694513145 | ExpensesSubtotal |
| Other Expenses Not Included | 1089920 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1089920 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 695603065 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Part X | Identifier |
| Explanation | THE ORGANIZATION'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. SCHEDULE D, PART XI, LINE 8 Pension Plan, Post retirement related changes, and Cumulative effect of change in accounting principle $(50,454,610) SCHEDULE D, PART XIII, LINE 2D Pension Plan, Post retirement related changes, and Cumulative effect of change in accounting principle $50,454,610 SCHEDULE D, PART XII, LINE 4B & SCHEDULE D, PART XIII, LINE 4B OTHER OPERATING REVENUES TRANSFERRED FROM LAHEY CLINIC FOUNDATION, INC. IN THE AMOUNT OF $1,089,920. THIS AMOUNT WAS PREVIOUSLY NETTED AS A NEGATIVE EXPENSES IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3350170 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3350170 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00480 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 25715123 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 18108881 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7606242 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01090 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 21069779 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 14350950 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6718829 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00970 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 50135072 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 32459831 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 17675241 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02540 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5894867 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5894867 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00850 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 31730069 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 7347196 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 24382873 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03510 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 24071782 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 21923006 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2148776 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00310 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 528052 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 528052 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 62224770 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 29270202 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 32954568 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04750 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 112359842 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 61730033 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 50629809 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07290 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $12,595,587 | BadDebtExpenseAmount |
| Amount Attributable To | 3389438 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 190153864 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 221291704 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -31137840 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC HOSPITAL INC | BusinessNameLine1 |
Address Address
| 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) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
| Er24 Hours | X | Er24Hours |
| Other | medical research conducted under the Lahey clinic, inc. | Other |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC HOSPITAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE H, PART V, SECTION A, LINE 1, HOSPITAL FACILITIES | Identifier |
| Explanation | LAHEY CLINIC HOSPITAL, INC.'S MAIN CAMPUS IS LOCATED IN BURLINGTON, MASSACHUSETTS. THE MAIN CAMPUS INCLUDES 330 BEDS, 23 OPERATING ROOMS AND A 24-HOUR EMERGENCY ROOM. LAHEY CLINIC HOSPITAL, INC. ALSO HAS THREE OTHER OFFSITE LOCATIONS, OPERATING UNDER THE HOSPITAL LICENSE OF THE MAIN CAMPUS IN BULRINGTON. THE LARGEST OFFSITE LOCATION, LAHEY CLINIC NORTH SHORE, IS LOCATED IN PEABODY, MASSACHUSETTS. LAHEY CLINIC NORTH SHORE INCLUDES 10 BEDS, 5 OPERATING ROOMS AND OPERATES THE CITY OF PEABODY'S ONLY 24-HOUR EMERGENCY ROOM. SCHEDULE H, PART VI SUPPLEMENTAL INFORMATION #1 - Required Descriptions Lahey Clinic Hospital, Inc. (Lahey) provided charity care (at cost) in the amount of $3.3 million dollars as a result of our charity care policy and free care regulations associated to the health safety net as promograted by the Commonwealth of Massachusetts. Lahey's net cost (patient care costs minus payments) to treat Medicaid and other means-tested government programs, such as Commonwealth Care which includes the Health Safety Net Assessment has an overall negative impact of $14.1 million dollars. IN 2010, LAHEY GAVE MORE THAN $2.8 MILLION dollars IN SUPPORT OF COMMUNITY PROJECTS, LARGELY FOCUSED ON SENIOR CITIZENS WITH UNDERSERVED HEALTH NEEDS. THESE PROGRAMS INCLUDED SERVICES PROVIDED BY LAHEY, PROGRAMS WE FUNDED DIRECTLY AND PROGRAMS TO WHICH WE CONTRIBUTED DON FUNDING THROUGH OUR ROLE IN THE COMMUNITY HEALTH NETWORK AREAS #13, 14 & 15 (CHNA 13, CHNA 14, & CHNA 15). As part of Lahey's mission statement teaching and education of health care professionals, such as Interns, Residents and Fellows and other allied health professionals is paramount to the advancement of health care in the community. Lahey has made a substantial investment of $24.4 million dollars to support this endeavor. As an academic medical center, Lahey provides much needed services to the community in the form of Behavioral Health Services and Emergency and Trauma Services to the cost of $1.4 million dollars. As another part of Lahey's mission statement, Research activities such as Organ Transplantation and Cancer Services are studied in an effort to improve the overall wellbeing and health care services provided to the community to the cost of $528 thousand dollars. #2 - Needs Assessment BEGINNING IN 2009 AND CONCLUDING IN 2010, JOHN SNOW, INC. (JSI), WAS CONTRACTED BY LAHEY CLINIC HOSPITAL, INC. TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT. THE NEEDS ASSESSMENT WAS AIMED AT IDENTIFYING THE MAJOR HEALTH CONCERNS AND HEALTH-RELATED PRIORITIES OF THE RESIDENTS LIVING IN LAHEY'S CORE SERVICE AREAS. ULTIMATELY, THE ASSESSMENT WAS INTENDED TO GUIDE THE DEVELOPMENT OF LAHEY'S COMMUNITY BENEFIT STRATEGY AND TO ENSURE THAT ITS COMMUNITY HEALTH ACTIVITIES WERE APPROPRIATELY TARGETED AND RESPONSIVE TO COMMUNITY NEEDS. THE JSI PROJECT TEAM APPLIED A MULTI-FACETED APPROACH THAT COMPILED QUANTITATIVE DATA FROM FEDERAL, STATE AND LOCAL DATA SOURCES AND QUALITATIVE DATA THROUGH A SERIES OF COMMUNITY INTERVIEWS. THROUGH LAHEY CLINIC HOSPITAL, INC.'S ROBUST COMMUNITY BENEFITS INITIATIVE (CBI), LAHEY CLINIC HOSPITAL, INC. ASPIRES TO BUILD AND SUSTAIN COLLABORATIVE PARTNERSHIPS WITH OTHER COMMUNITY SERVICES PROVIDERS, SEEK RESOURCES AND INITIATE PROGRAMS IN THE CONTEXT OF DOCUMENTED UNMET HEALTH AND SOCIAL NEEDS. #3 - Patient education of eligibility for assistance Lahey Clinic patients are notified of financial assistance though a number of sources, including; a) a notice printed on patient bills, b) notices posted throughout the hospital admitting, check in and other locations, c) through the scheduling of appointments with Lahey Financial Counselors when patients are identified as being uninsured, d) through patient brochures, e) the Lahey.org site and f) Lahey colleagues such as Patient Advocates and providers of care. Lahey Clinic employs several Financial Counselors located within the hospital setting, who provide patient education, screen patients for eligible programs and initiate applications for government and hospital assistance. A team of Hospital Patient Accounting Customer Service Representatives also provide our patients with financial assistance education and assist our patients with the application process. #4 - Community information Lahey Clinic Hospital is committed to promote the health and wellness of the communities we serve, without regard to socio/economic characteristics and focus on the unmet health needs of residents. Some of the unmet needs are chronic disease, elder health issues, mental health and health/fitness and obesity (especially in children). Therefore, Lahey has identified the community it serves as an expansive service area, but has focused on the twelve municipalities surrounding Lahey's Burlington campus (Burlington, Bedford, Billerica, Wilmington, Woburn, Reading, North Reading, Stoneham, Lexington, Arlington, Belmont, and Winchester) and the 7 municipalities surrounding Lahey's Peabody campus (Peabody, Danvers, Beverly, Salem, Lynn, Lynnfield and Middleton). #5 - Community Building Activities -$0- None reported for Lahey Clinic Hospital, Inc. #6 - Affiliated Health Care Systems This question is currently not applicable to Lahey Clinic Hospital, Inc. #7 - Lahey Clinic Hospital, Inc. files annually a community benefit report with the State of Massachusetts Attorney General's office. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (23 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Howard R Grant JD MD | |||||||||||||
| 0 | 516431 | 0 | 0 | 0 | 224450 | 0 | 21987 | 0 | 5640 | 0 | 768508 | 0 | 0 |
| John A Libertino MD | |||||||||||||
| 0 | 685255 | 0 | 90000 | 0 | 38531 | 0 | 14700 | 0 | 20207 | 0 | 848693 | 0 | 0 |
| Richard W Nesto MD | |||||||||||||
| 0 | 580214 | 0 | 110000 | 0 | 22396 | 0 | 14700 | 0 | 23734 | 0 | 751044 | 0 | 0 |
| Roger L Jenkins MD | |||||||||||||
| 0 | 560275 | 0 | 0 | 0 | 32050 | 0 | 14700 | 0 | 26393 | 0 | 633418 | 0 | 0 |
| Richard S D'Agostino MD | |||||||||||||
| 0 | 487441 | 0 | 0 | 0 | 38758 | 0 | 14700 | 0 | 32909 | 0 | 573808 | 0 | 0 |
| Judith A Melin MD | |||||||||||||
| 0 | 286002 | 0 | 10000 | 0 | 38638 | 0 | 14700 | 0 | 10762 | 0 | 360102 | 0 | 0 |
| Carl A Soderland MD | |||||||||||||
| 0 | 351369 | 0 | 0 | 0 | 38896 | 0 | 14700 | 0 | 17553 | 0 | 422518 | 0 | 0 |
| Andrew G Villanueva MD | |||||||||||||
| 0 | 283452 | 0 | 0 | 0 | 38758 | 0 | 14700 | 0 | 24129 | 0 | 361039 | 0 | 0 |
| Timothy O'Connor | |||||||||||||
| 0 | 683909 | 0 | 95000 | 0 | 22258 | 0 | 14700 | 0 | 22941 | 0 | 838808 | 0 | 0 |
| David M Barrett MD | |||||||||||||
| 0 | 841224 | 0 | 460000 | 0 | 87693 | 0 | 214700 | 0 | 1790 | 0 | 1605407 | 0 | 0 |
| Sanford R Kurtz MD | |||||||||||||
| 0 | 0 | 0 | 468851 | 0 | 449991 | 0 | 0 | 0 | 0 | 0 | 918842 | 0 | 393851 |
| William L Healy MD | |||||||||||||
| 0 | 537695 | 0 | 0 | 0 | 32050 | 0 | 14700 | 0 | 26613 | 0 | 611058 | 0 | 0 |
| Joseph C Corkery MD | |||||||||||||
| 0 | 411930 | 0 | 60000 | 0 | 38896 | 0 | 14700 | 0 | 18697 | 0 | 544223 | 0 | 0 |
| Robert E Wise MD | |||||||||||||
| 0 | 191812 | 0 | 0 | 0 | 0 | 0 | 11509 | 0 | 0 | 0 | 203321 | 0 | 0 |
| Robert J Schneider | |||||||||||||
| 319855 | 0 | 0 | 0 | 38896 | 0 | 14700 | 0 | 18682 | 0 | 392133 | 0 | 0 | 0 |
| Jeffrey P Doran | |||||||||||||
| 287894 | 0 | 0 | 0 | 31009 | 0 | 14700 | 0 | 19628 | 0 | 353231 | 0 | 0 | 0 |
| Richard J Guarino | |||||||||||||
| 166696 | 0 | 0 | 0 | 16592 | 0 | 10080 | 0 | 25428 | 0 | 218796 | 0 | 0 | 0 |
| Lynn A Stofer | |||||||||||||
| 375409 | 0 | 0 | 0 | 38638 | 0 | 14700 | 0 | 7565 | 0 | 436312 | 0 | 0 | 0 |
| Joyce M Shannon | |||||||||||||
| 249558 | 0 | 0 | 0 | 24804 | 0 | 14700 | 0 | 17921 | 0 | 306983 | 0 | 0 | 0 |
| C M Crowley Ganser | |||||||||||||
| 197636 | 0 | 10000 | 0 | 17309 | 0 | 12319 | 0 | 30413 | 0 | 267677 | 0 | 0 | 0 |
| Stephen L Demers | |||||||||||||
| 200633 | 0 | 31500 | 0 | 60 | 0 | 10893 | 0 | 23592 | 0 | 266678 | 0 | 0 | 0 |
| Stanley Bello | |||||||||||||
| 203564 | 0 | 0 | 0 | 22396 | 0 | 11757 | 0 | 21013 | 0 | 258730 | 0 | 0 | 0 |
| Leslie P Shaff | |||||||||||||
| 0 | 329908 | 0 | 0 | 0 | 22762 | 0 | 14700 | 0 | 24172 | 0 | 391542 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 7 | Identifier |
| Explanation | THE NON-FIXED PAYMENT BONUSES REPORTED IN SCHEDULE J, PART II, COLUMN B(II) ARE DETERMINED BY A COMPENSATION COMMITTEE, WHICH IS COMPRISED OF A GROUP OF TRUSTEES. IN A SUBJECTIVE MANNER, THE COMMITTEE TAKES INTO ACCOUNT THE ACHIEVEMENTS OF BOTH THE ORGANIZATION AND THE INDIVIDUAL TO DETERMINE AN APPROPRIATE AMOUNT OF SUCH BONUSES. SCHEDULE J, PART II LAHEY CLINIC HOSPITAL, INC. AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE IN THEIR CAPACITY AS TRUSTEE. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THEIR CAPACITY OTHER THAN AS TRUSTEE, WHICH IS LISTED ON FORM 990, PART VII, DIRECTLY FOLLOWING THE TITLE OF TRUSTEE. DR. DAVID M. BARRETT WAS TERMINATED FROM LAHEY CLINIC FOUNDATION, INC. ON 12/31/2010. SCHEDULE J REQUIRES THE REPORTING OF COMPENSATION BASED ON CALENDER YEAR 2010 SALARY INFORMATION. DR. BARRETT WORKED FOR LAHEY CLINIC FOUNDATION, INC. FOR THE ENTIRE CALENDAR YEAR 2010, WHICH IS REFLECTED AND INCLUDED IN DR. BARRETT'S COMPENSATION AMOUNTS LISTED IN SCHEDULE J. DR. SANFORD R. KURTZ WAS TERMINATED FROM LAHEY CLINIC HOSPITAL, INC. ON 09/30/2009. $449,991 OF DR. KURTZ'S COMPENSATION LISTED IN THE "OTHER REPORTABLE COMPENSATION" COLUMN ON SCHEDULE J ARE SEVERANCE PAYMENTS PER DR. KURTZ'S EMPLOYMENT CONTRACT. $393,851 OF THE TOTAL AMOUNT LISTED IN THE "BONUS & INCENTIVE COMPENSATION" COLUMN FOR DR. KURTZ ON SCHEDULE J ARE PAYMENTS FOR COMPENSATION THAT WERE ACCRUED FOR DR. KURTZ IN PRIOR YEARS PER HIS EMPLOYMENT CONTRACT. PER FORM 990 INSTRUCTIONS, THE $393,851, HAS BEEN PREVIOUSLY REPORTED ON PRIOR YEAR IRS 990 TAX RETURNS. DR. JOSEPH C. CORKERY IS LISTED ON SCHEDULE J AS A "TRUSTEE UNTIL 01/24/2011". ALTHOUGH DR. CORKERY IS NO LONGER A TRUSTEE FOR LAHEY CLINIC FOUNDATION, INC. AND AFFILIATES, DR. CORKERY IS STILL A FULL TIME EMPLOYEE PERFORMING WORK AS A PHYSICIAN AND AS LAHEY CLINIC'S CHIEF INSTITUTIONAL ADVANCEMENT OFFICER. DR. WILLIAM L. HEALY IS LISTED ON SCHEDULE J AS A "TRUSTEE UNTIL 01/24/2011". ALTHOUGH DR. HEALY IS NO LONGER A TRUSTEE FOR LAHEY CLINIC FOUNDATION, INC. AND AFFILIATES, DR. HEALY IS STILL A FULL TIME EMPLOYEE PERFORMING WORK AS A PHYSICIAN AND A DEPARTMENT CHAIR. DR. ROBERT E. WISE IS LISTED ON SCHEDULE J AS A "TRUSTEE UNTIL 01/24/2011". ALTHOUGH DR. WISE IS NO LONGER A TRUSTEE FOR LAHEY CLINIC FOUNDATION, INC. AND AFFILIATES, DR. WISE IS STILL A PART TIME EMPLOYEE PERFORMING WORK AS AN ADMINISTRATOR AND AS HEAD OF THE ROBERT E. WISE INSTITUTE. SCHEDULE J, PART II, COLUMN B(III) INCLUDED IN THIS COLUMN FOR DR. BARRETT IS IMPUTED INCOME ASSOCIATED WITH THE VALUE OF A ONE YEAR TERM INSURANCE POLICY UNDER A SPLIT DOLLAR AGREEMENT WITH LAHEY CLINIC HOSPITAL, INC. SCHEDULE J, PART II, COLUMN C INCLUDED IN DR. BARRETT'S "RETIREMENT & OTHER DEFERRED COMPENSATION" IS $200,000 PER A SPLIT DOLLAR AGREEMENT WITH LAHEY CLINIC HOSPITAL, INC. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CR BARD COMPANIES INC | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE ON C.R.BARD BOARD | Relationship |
| Amount Of Transaction | 1037267 | AmountOfTransaction |
| Description Of Transaction | PURCHASE OF PRODUCTS | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (20 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | LAHEY CLINIC HOSPITAL, INC. A TEACHING HOSPITAL OF TUFTS UNIVERSITY, PROVIDES SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES FOR EVERY PATIENT. AS ONE OF THE WORLD'S PREMIER HEALTH CARE ORGANIZATIONS, LAHEY CLINIC HOSPITAL, INC. AIMS TO EXCEED EACH DAY ITS PATIENT'S HIGH EXPECTATIONS FOR SERVICE, AND ADVANCE MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS. IN ADDITION, LAHEY CLINIC HOSPITAL, INC. IS COMMITTED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF COMMUNITY RESIDENTS BY SUPPORTING LOCAL ORGANIZATIONS ALIGNED WITH THIS MISSION. FORM 990, PART III, LINE 4A PATIENT CARE LAHEY CLINIC HOSPITAL, INC. STRIVES EACH DAY TO PROVIDE TOP QUALITY SUPERIOR PATIENT CARE IN INPATIENT HOSPITAL, EMERGENCY, OUTPATIENT TREATMENT, AND DIAGNOSTIC AND OTHER ANCILLARY SERVICES. IN 2011, MORE THAN 22,000 PATIENTS WERE ADMITTED AS INPATIENTS TO LAHEY CLINIC'S HOSPITAL FACILITIES, REPRESENTING MORE THAN 104,000 PATIENT DAYS. MORE THAN 8,100 OF THESE PATIENTS WERE ADMITTED FOR SURGERY. ADDITIONALLY, MORE THAN 12,900 PATIENTS HAD DAY SURGERY AT THE BURLINGTON AND PEABODY MEDICAL CENTERS, WHICH TOGETHER HAVE A TOTAL OF 28 OPERATING ROOMS. HOSPITAL SERVICES INCLUDE 24-HOUR EMERGENCY DEPARTMENTS IN BURLINGTON AND PEABODY. IN 2011, LAHEY CLINIC HOSPITAL'S EMERGENCY ROOMS LOGGED MORE THAN 52,000 PATIENT VISITS. ALSO IN 2011, LAHEY CLINIC HOSPITAL'S OUTPATIENT CLINICS LOGGED MORE THAN 850,000 PATIENT VISITS. THE EXPERTISE LAHEY PROVIDES IS VITAL TO THE REGION. IN PARTICULAR, LAHEY OFFERS PROGRAMS SUCH AS LIVER AND KIDNEY TRANSPLANTATION, HEART SURGERY, NEUROSURGERY, AND OTHER SPECIALIZED PROGRAMS NOT WIDELY AVAILABLE IN COMMUNITY HOSPITALS. LAHEY IS DESIGNATED AS A PRIMARY STROKE SERVICE BY THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH. AMONG OTHER NATIONALLY RECOGNIZED ACHIEVEMENTS, LAHEY IS ACCREDITED BY THE JOINT COMMISSION, THE NATION'S LEADING BODY IN CERTIFYING HOSPITAL QUALITY AND PERFORMANCE, AND WAS REVERIFIED IN 2010 AS A LEVEL II TRAUMA CENTER BY THE AMERICAN COLLEGE OF SURGEONS. LAHEY CLINIC IS A MAGNET HOSPITAL AND RECEIVED DESIGNATION AS A NICHE (NURSES IMPROVING THE CARE OF HEALTHCARE SYSTEM ELDERS) INSTITUTION IN JANUARY 2010. LAHEY IS ONE OF ONLY 250 HOSPITALS TO RECEIVE THIS DESIGNATION NATIONWIDE. LAHEY CLINIC HOSPITAL, INC. AFFIRMS ITS COMMITMENT TO IDENTIFYING AND SERVING THE HEALTH AND WELLNESS NEEDS OF ITS COMMUNITY THROUGH A COMMUNITY BENEFITS INITIATIVE (CBI). THE FOUNDATION OF THIS PROGRAM IS BASED UPON A COLLABORATIVE INITIATIVE BETWEEN LAHEY CLINIC EMPLOYEES, COMMUNITY LEADERS, REPRESENTATIVES OF COMMUNITY AGENCIES, AND COMMUNITY RESIDENTS. THROUGH COLLABORATIVE PLANNING, COALITION BUILDING AND FINANCIAL SUPPORT, LAHEY CLINIC STRIVES TO SERVE AS A CATALYST FOR POSITIVE CHANGE WITHIN THE COMMUNITY. LAHEY CLINIC HOSPITAL, INC.'S 2011 COMMUNITY BENEFITS INITIATIVE FOCUSED ON THE FOLLOWING AREAS: 1. ELDER HEALTH ISSUES 2. CHRONIC DISEASE MANAGEMENT 3. COMMUNITY HEALTH IMPROVEMENT AND EDUCATION PROGRAMS DIRECTED TOWARD ADULT, ELDER AND UNDERSERVED POPULATIONS AT RISK. THE PROGRAM ALSO PROVIDES UNCOMPENSATED CARE, FREE COUNSELING SERVICES, FREE SUPPORT SERVICES, A FREE PRESCRIPTION DRUG PROGRAM AND FREE PSYCHIATRY AND BEHAVIORAL MEDICINE CONSULTATIONS AND REFERRAL SERVICES. PLEASE REFER TO SCHEDULE H IN THIS IRS 990 TAX RETURN FOR ADDITIONAL INFORMATION RELATED TO LAHEY CLINIC HOSPITAL, INC. COMMUNITY BENEFIT PROGRAMS AND SERVICES. FORM 990, PART III, LINE 4B EDUCATION LAHEY CLINIC HOSPITAL, INC. IS CLASSIFIED AS A TEACHING HOSPITAL AND IS A MAJOR TEACHING AFFILIATE OF THE TUFTS UNIVERSITY SCHOOL OF MEDICINE AND IN THAT CAPACITY SUPPORTS THE EDUCATION AND TRAINING OF APPROXIMATELY 140 RESIDENTS AND FELLOWS AT A TIME. THE ATTENDING PHYSICIAN STAFF ALSO SUPPORTS A WIDE ARRAY OF CLINICAL EDUCATION AND TRAINING EFFORTS INCLUDING NURSING, PHARMACY, LABORATORY MEDICINE AND THE LATEST ADVANCEMENTS IN RADIOLOGICAL TECHNOLOGY. PLEASE NOTE THAT THE COSTS TO LAHEY CLINIC HOSPITAL, INC. TO PERFORM ADDITIONAL RADIOLOGY, LABORATORY AND OTHER TESTS FOR THE PURPOSES OF TEACHING INTERNS, RESIDENTS, FELLOWS, AND OTHER MEDICAL STUDENTS IS NOT INCLUDED IN THE ABOVE EXPENSE AMOUNT. | |
| FORM 990, PART 1, LINE 5; PART V, LINES 1A & 2A; PART VII, COLUMNS D & E; | IN FISCAL YEAR 2010, LAHEY CLINIC FOUNDATION, INC. BECAME THE SOLE MEMBER OF LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC., AND LAHEY CLINIC AFFILIATED SERVICES, INC. LAHEY CLINIC FOUNDATION, INC. HOLDS CAPITAL ASSETS, INVESTMENTS, DEBT, AND INFRASTRUCTURE COSTS. INFRASTRUCTURE COSTS, INCLUDING COMPENSATION, BENEFITS, SUPPLIES AND OTHER EXPENSES, PREVIOUSLY HOUSED IN LAHEY CLINIC HOSPITAL, INC., WERE TRANSFERRED TO LAHEY CLINIC FOUNDATION, INC. INFRASTRUCTURE COSTS/DEPARTMENTS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING; INFORMATION SYSTEMS, HUMAN RESOURCES, ADMINISTRATION, FINANCE AND LEGAL SERVICES. FOR PART 1, LINE 5; PART V, LINES 1A & 2A; AND PART VII, LINE 2, THE INCREASE IN FORMS W-2 AND 1099 IN LAHEY CLINIC FOUNDATION, INC. IS OFFSET BY A DECREASE IN LAHEY CLINIC HOSPITAL, INC. FOR PART VII, COLUMNS D & E, CERTAIN EMPLOYEES REPORTED IN COLUMN E IN TAX YEAR 2009 ARE NOW REPORTED IN COLUMN D IN TAX YEAR 2010. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS AND TRUSTEES OF LAHEY CLINIC HOSPITAL, INC. ARE OFFICERS AND TRUSTEES OF LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC. AND LAHEY CLINIC AFFILIATED SERVICES, INC. CERTAIN TRUSTEES ARE ALSO EMPLOYEES OF LAHEY CLINIC FOUNDTION, INC. OR LAHEY CLINIC, INC. IN ADDITION TO THEIR ROLE AS A TRUSTEE AND/OR OFFICER, HOWARD R. GRANT, J.D., M.D., JOSEPH C. CORKERY, M.D., TIMOTHY O'CONNOR AND JAMES A. RADLEY ARE ALSO TRUSTEES AND/OR OFFICERS FOR LAHEY CLINIC INSURANCE COMPANY, LTD. THE COMPENSATION FOR THE TRUSTEES AND OFFICERS OF LAHEY CLINIC HOSPITAL, INC. LISTED IN FORM 990, PART VII, COLUMN (E) IS FOR EMPLOYEES OF LAHEY CLINIC FOUNDATION, INC. OR LAHEY CLINIC, INC. 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 VI, SECTION A, LINES 6 AND 7 THE LAHEY CLINIC SYSTEM IS MADE UP OF FOUR NON-PROFIT CORPORATIONS, LAHEY CLINIC HOSPITAL, INC. (EIN # 04-2704686), LAHEY CLINIC, INC. (EIN # 04-2704683), LAHEY CLINIC FOUNDATION, INC. (EIN # 04-2323457) AND LAHEY CLINIC AFFILIATED SERVICES, INC. (EIN # 04-3178972). ALL FOUR OF THE LAHEY CLINIC CORPORATIONS ARE TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). LAHEY CLINIC FOUNDATION, INC. IS THE SOLE CORPORATE MEMBER OF EACH OF THE OTHER THREE CORPORATIONS. THE BOARD OF TRUSTEES (GOVERNING BODY) AND CORPORATE OFFICERS OF EACH OF THE FOUR LAHEY CLINIC CORPORATIONS ARE MADE UP OF THE EXACT SAME MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B LAHEY CLINIC FOUNDATION, INC. IS THE SOLE MEMBER OF LAHEY CLINIC HOSPITAL, INC. THE SOLE MEMBER HAS 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) AMENDMENT OF THE ARTICLES OF ORGANIZATION; (B) AMENDMENT OF THE BY-LAWS; (C) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S PROPERTY AND ASSETS; AND (D) THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION. THE POWERS OF THE BOARD OF TRUSTEES OF LAHEY CLINIC HOSPITAL, INC. ARE SUBJECT TO THE POWERS OF THE SOLE MEMBER. 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. LAHEY CLINIC HOSPITAL, INC.'S EXECUTIVE MANAGEMENT REVIEWED AND PRESENTED THE FINAL DRAFT OF IRS FORM 990 TO AUDIT AND COMPLIANCE COMMITTE OF THE LAHEY CLINIC FOUNDATION, INC. BOARD OF TRUSTEES PRIOR TO THE FILING DATE. THE FINAL IRS FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES BEFORE THE FILING DATE VIA A 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 FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE LAHEY CLINIC SYSTEM'S 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 CLINIC SYSTEM; 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 CLINIC FOUNDATION, INC. & AFFILIATES, HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, WHICH HAS BEEN REVIEWED & REVISED, AND WILL BE PRESENTED FOR ADOPTION BY THE BOARD OF TRUSTEES AND/OR AUTHORIZED COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 & SCHEDULE J, PART I, LINE 3 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. OUTSIDE LEGAL COUNSEL ADVISES THE COMMITTEE AND RECORDS MINUTES FROM THE COMMITTEE MEETINGS. THE COMMITTEE SEEKS THE ADVICE OF EXTERNAL COMPENSATION CONSULTANTS. COMPARABILITY DATA IS PROVIDED, ANALYZED, AND DOCUMENTED BY THE EXTERNAL CONSULTANTS. THE LAHEY VICE PRESIDENT OF HUMAN RESOURCE OPERATIONS PROVIDES THE COMMITTEE WITH ANY REQUESTED INFORMATION. THE COMMITTEE MET SEVERAL TIMES THIS YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE 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 FILING AND PROVIDES SELECTED FINANCIAL DATA IN ITS ANNUAL REPORT. | AND PART VII, LINE 2 |
| FORM 990, PART VII | LAHEY CLINIC HOSPITAL, INC. AND ITS RELATED ORGANIZATIONS 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, LINE 5, SCHEDULE J | COMPENSATION, BENEFIT AND PENSION EXPENSES FOR CERTAIN OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES, OF LAHEY CLINIC FOUNDATION, INC., ARE PAID BY, LAHEY CLINIC FOUNDATION, INC. AS THE PARENT COMPANY OF LAHEY CLINIC HOSPITAL, INC. AND LAHEY CLINIC, INC., LAHEY CLINIC FOUNDATION, INC. ALLOCATES A SIGNIFICANT PORTION OF THE AFOREMENTIONED EXPENSES TO ITS AFFILIATES. THE AFFILIATES THEN REIMBURSE LAHEY CLINIC FOUNDATION, INC. | |
| FORM 990, PART XI, LINE 5 | Pension Plan and Post retirement related changes, amounted to a net loss of $(50,454,610) for fiscal year 2011. | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Howard R Grant J.D. M.D. TITLE:TRUSTEE/PRES/CEO START11/15/10 HOURS:41 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:John A Libertino M.D. TITLE:TRUSTEE/CHAIR DEPT OF UROLOGY HOURS:39 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Richard W Nesto M.D. TITLE:TRUSTEE/CHIEF MED OPER OFFICER HOURS:41 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Roger L Jenkins M.D. TITLE:TRUSTEE/CHAIR DIV OF SURGERY HOURS:39 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Richard S D'Agostino M.D. TITLE:TRUSTEE/CHAIR DEPT CARDIO SURG HOURS:39 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Judith A Melin M.D. TITLE:TRUSTEE/CHIEF MED SERV OFFICER HOURS:41 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Carl A Soderland M.D. TITLE:TRUSTEE/CHAIR DIV OF COMMU MED HOURS:39 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Andrew G Villanueva M.D. TITLE:TRUSTEE/CHIEF MED OFFICER CLIN HOURS:39 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:David M Barrett M.D. TITLE:TRUSTEE/PRES/CEO UNTIL12/31/10 HOURS:39 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:William L Healy M.D. TITLE:TRUSTEE UNTIL 01/24/11 /PHY. HOURS:39 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Joseph C Corkery M.D. TITLE:TRUSTEE UNTIL 01/24/11 /PHY. HOURS:41 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Robert E Wise M.D. TITLE:TRUSTEE UNTIL 01/24/11 /ADMIN HOURS:19 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Stephen R Freidberg M.D. TITLE:TRUSTEE UNTIL 01/24/11 /PHY. HOURS:19 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Timothy O'Connor TITLE:OFFICER/TREASURER/EVP/CFO HOURS:41 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Sanford R Kurtz M.D. TITLE:FORMER TRUSTEE/FORMER COO HOURS: | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LAHEY CLINIC INC | ||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042704683 | HEALTH CARE | MA | 501(c)(3) | 9 | LCF INC | true |
| LAHEY CLINIC FOUNDATION INC | ||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042323457 | SUPPORT | MA | 501(c)(3) | 7 | NA | true |
| LAHEY CLINIC AFFILIATED SERVICES INC | ||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 043178972 | HEALTH CARE | MA | 501(c)(3) | 9 | LCF INC | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|
| LAHEY CLINIC INSURANCE CO LTD | |||||||
| INSURANCE | BD | NA | C-CORP | 0 | 0 | 0.00000 | |
| PERPETUAL TRUSTS (4) | |||||||
| SUPPORT | NA | TRUST | MA | ||||
| REMAINDER TRUSTS (17) | |||||||
| SUPPORT | NA | TRUST | MA | ||||
| POOLED INCOME FUNDS (3) | |||||||
| SUPPORT | NA | TRUST | MA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|
| LAHEY CLINIC FOUNDATION INC | |
| K-R | COST |
| LAHEY CLINIC INC | |
| K-R | COST |
| LAHEY CLINIC AFFILIATED SERVICES INC | |
| M | COST |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE R, PART IV, LINE 2 | Identifier |
| Explanation | PERPETUAL TRUSTS ARE DOMICILED IN MASSACHUSETTS AND PENNSYLVANIA FORM 990, SCHEDULE R, PART IV, LINE 3 REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS AND NEW HAMPSHIRE FORM 990, SCHEDULE R, PART V, LINE K IN ADDITION TO CONDUCTING FUNDRAISING AND SOLICITATION EFFORTS ON ITS OWN BEHALF, LAHEY CLINIC HOSPITAL, INC. CONDUCTS FUNDRAISING AND SOLICITATION EFFORTS ON BEHALF OF LAHEY CLINIC FOUNDATION, INC. AND LAHEY CLINIC, INC. FORM 990, SCHEDULE R, PART V, LINE L IN ADDITION TO CONDUCTING FUNDRAISING AND SOLICITATION EFFORTS ON ITS OWN BEHALF, LAHEY CLINIC FOUNDATION, INC. ALSO CONDUCTS FUNDRAISING AND SOLICITATION EFFORTS ON BEHALF OF LAHEY CLINIC HOSPITAL, INC. FORM 990, SCHEDULE R, PART V, LINE M ALL FOUR LAHEY CLINIC CORPORATIONS, CONSISTING OF THE LAHEY CLINIC HOSPITAL, INC., THE LAHEY CLINIC, INC., THE LAHEY CLINIC FOUNDATION, INC., AND THE LAHEY CLINIC AFFILIATED SERVICES, INC., SHARE FACILITIES, EQUIPMENT, MAILING LISTS AND OTHER ASSETS. FORM 990, SCHEDULE R, PART V. LINES N-R LAHEY CLINIC HOSPITAL, INC., LAYHEY CLINIC, INC. AND LAHEY CLINIC FOUNDATION, INC., PROVIDE VARIOUS CORPORATE AND OTHER SERVICES TO EACH OTHER. THESE CORPORATIONS REIMBURSE ONE ANOTHER FOR EXPENSES INCURRED SUCH AS EMPLOYEE SALARIES, MATERIALS, SUPPLIES, UTILITIES, ETC. CASH IS ALSO TRANSFERRED BETWEEN THE THREE CORPORATIONS. | Explanation |
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