2012-08-15T15:29:56-05:00 2011-09-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2010-10-01 042704686 Lahey Clinic Hospital Inc LAHE 7817445100 41 Mall Road Burlington MA 018050001 TIMOTHY O'CONNOR 2012-08-13 6175305000 2010 2016-02-24 21:20:13Z Howard R Grant JD MD 41 MALL ROAD BURLINGTON MA 018050001 760694757 false X www.lahey.org X 1980 MA SEE SCHEDULE O 22 12 4767 212 278310 85367 0 0 692884829 751902576 232002 54686 8270972 8737276 701387803 760694538 0 0 0 0 352263507 368832505 0 0 0 315639033 326770560 667902540 695603065 33485263 65091473 246798315 310851110 325330895 374746827 -78532580 -63895717 X SEE SCHEDULE O false false 533932664 744555380 PATIENT CARE - See Schedule O 31730069 7347196 EDUCATION - See Schedule O 565662733 true false false true false false false false false false false false true true false false true false false false false false false false false true true false false true false false false false false false false true false false false false false true true true false false true X 396 0 true 4767 true true true false false false false false false false false false X 22 12 true false false false true true true true true false false true true true true true false true true false MA X TIMOTHY O'CONNOR 7817445100 41 MALL ROAD Burlington MA 018050001 X Howard R Grant JD MD 20.0 X X 0 740881 27627 John A Libertino MD 1.0 X 0 813786 34907 Richard W Nesto MD 20.0 X 0 712610 38434 Roger L Jenkins MD 1.0 X 0 592325 41093 Richard S D'Agostino MD 1.0 X 0 526199 47609 Judith A Melin MD 20.0 X 0 334640 25462 Carl A Soderland MD 1.0 X 0 390265 32253 Andrew G Villanueva MD 1.0 X 0 322210 38829 Irving E Rogers III 2.0 X X 0 0 0 Eric M Bailey 1.0 X 0 0 0 Craig R Benson 1.0 X 0 0 0 Ann Marie Connolly 1.0 X 0 0 0 Jerald G Fishman 1.0 X 0 0 0 James W Henderson 2.0 X X 0 0 0 James D Irving 1.0 X 0 0 0 Charles M Leighton 1.0 X 0 0 0 Peter J Manning 1.0 X 0 0 0 J William Poduska 1.0 X 0 0 0 Windle B Priem 1.0 X 0 0 0 James A Radley 1.0 X 0 0 0 Robert L Reynolds 1.0 X 0 0 0 Michael C Ruettgers 1.0 X 0 0 0 David M Barrett MD 1.0 X X 0 1388917 216490 William L Healy MD 1.0 X 0 569745 41313 Joseph C Corkery MD 20.0 X 0 510826 33397 Robert E Wise MD 1.0 X 0 191812 11509 Stephen R Freidberg MD 1.0 X 0 112095 15540 Timothy O'Connor 20.0 X 0 801167 37641 Robert J Schneider 40.0 X 358751 0 33382 Jeffrey P Doran 40.0 X 318903 0 34328 Richard J Guarino 40.0 X 183288 0 35508 Leslie P Shaff 40.0 X 0 352670 38872 Lynn A Stofer 40.0 X 414047 0 22265 Joyce M Shannon 40.0 X 274362 0 32621 C M Crowley Ganser 40.0 X 224945 0 42732 Stephen L Demers 40.0 X 232193 0 34485 Stanley Bello 40.0 X 225960 0 32770 Sanford R Kurtz MD 0.0 X 0 918842 0 2232449 9278990 949067 366 true true false 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 26 0 NET PATIENT SERVICE REVENUE 624100 741201037 741201037 OTHER PATIENT REVENUE 621400 10486234 10486234 OUTSIDE LABRATORY SERVICES 621500 215305 215305 751902576 51005 51005 0 0 331251 331251 331251 331251 3900 219 3681 3681 3681 0 0 0 CAFETERIA REVENUE 722210 3502065 3502065 PARKING GARAGE REVENUE 812930 3309324 3309324 GIFT SHOP REVENUE 453220 63005 63005 1531631 1531631 8406025 760694538 751687271 278310 8728957 0 0 0 0 5297910 0 5297910 0 0 268151904 210696969 57454935 39119562 34274066 4845496 37554875 32893019 4661856 18708254 14939877 3768377 0 864754 864754 379131 379131 0 0 0 18309342 4868288 13441054 958294 708924 249370 7793453 3145119 4648334 3986595 103774 3882821 0 12736003 10557649 2178354 758217 328375 429842 0 0 9048632 8521740 526892 0 40786887 28438650 12348237 46849 46849 MEDICAL SUPPLIES 141057186 140904576 152610 GENERAL SUPPLIES 67715178 52951668 14763510 PROV. FOR BAD DEBTS 21707086 21707086 MEDICAL MALPRACTICE 622953 622953 695603065 565662733 129940332 0 103779733 185015872 73186982 83067846 770862 382189 9880098 10635564 4486829 3802174 10296636 10423138 44397175 17524327 246798315 310851110 269195252 320485986 17144810 15802450 38990833 38458391 325330895 374746827 X -78532580 -63895717 -78532580 -63895717 246798315 310851110 X 65091473 -50454610 X false true true X false X false true false true 1000 false false true 380163 true 79662 false 460825 false LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1 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. INTERCOMPANY RECEIVABLES 17204302 OTHER INVESTMENTS 316525 INTEREST IN NEPC 3500 17524327 0 ESTIMATE DUE TO THIRD PARTY INS ST 28862691 ESTIMATE DUE TO THIRD PARTY INS LT 9595700 38458391 760694538 695603065 65091473 -50454610 -50454610 14636863 759604618 759604618 1089920 1089920 760694538 744967755 50454610 50454610 694513145 1089920 1089920 695603065 Schedule D, Part X 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. true true X true X true X true true true false true true 3350170 0 3350170 0.00480 25715123 18108881 7606242 0.01090 21069779 14350950 6718829 0.00970 50135072 32459831 17675241 0.02540 5894867 0 5894867 0.00850 31730069 7347196 24382873 0.03510 24071782 21923006 2148776 0.00310 528052 0 528052 0.00080 62224770 29270202 32954568 0.04750 112359842 61730033 50629809 0.07290 true 12595587 3389438 190153864 221291704 -31137840 X true true 1 1 LAHEY CLINIC HOSPITAL INC

41 MALL ROAD BURLINGTON MA 01805

X X X X X medical research conducted under the Lahey clinic, inc. LAHEY CLINIC HOSPITAL INC 1 SCHEDULE H, PART V, SECTION A, LINE 1, HOSPITAL FACILITIES 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. true false false false false false false true false 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 SCHEDULE J, PART I, LINE 7 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. CR BARD COMPANIES INC TRUSTEE ON C.R.BARD BOARD 1037267 PURCHASE OF PRODUCTS false 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; AND PART VII, LINE 2 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. 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 FORM 990 PART VII NAME:Howard R Grant J.D. M.D. TITLE:TRUSTEE/PRES/CEO START11/15/10 HOURS:41 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:John A Libertino M.D. TITLE:TRUSTEE/CHAIR DEPT OF UROLOGY HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Richard W Nesto M.D. TITLE:TRUSTEE/CHIEF MED OPER OFFICER HOURS:41 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Roger L Jenkins M.D. TITLE:TRUSTEE/CHAIR DIV OF SURGERY HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Richard S D'Agostino M.D. TITLE:TRUSTEE/CHAIR DEPT CARDIO SURG HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Judith A Melin M.D. TITLE:TRUSTEE/CHIEF MED SERV OFFICER HOURS:41 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Carl A Soderland M.D. TITLE:TRUSTEE/CHAIR DIV OF COMMU MED HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Andrew G Villanueva M.D. TITLE:TRUSTEE/CHIEF MED OFFICER CLIN HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:David M Barrett M.D. TITLE:TRUSTEE/PRES/CEO UNTIL12/31/10 HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William L Healy M.D. TITLE:TRUSTEE UNTIL 01/24/11 /PHY. HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Joseph C Corkery M.D. TITLE:TRUSTEE UNTIL 01/24/11 /PHY. HOURS:41 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Robert E Wise M.D. TITLE:TRUSTEE UNTIL 01/24/11 /ADMIN HOURS:19 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Stephen R Freidberg M.D. TITLE:TRUSTEE UNTIL 01/24/11 /PHY. HOURS:19 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Timothy O'Connor TITLE:OFFICER/TREASURER/EVP/CFO HOURS:41 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sanford R Kurtz M.D. TITLE:FORMER TRUSTEE/FORMER COO HOURS: 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 LAHEY CLINIC INSURANCE CO LTD INSURANCE BD NA C-CORP 0 0 0.00000 PERPETUAL TRUSTS (4) SUPPORT MA NA TRUST REMAINDER TRUSTS (17) SUPPORT MA NA TRUST POOLED INCOME FUNDS (3) SUPPORT MA NA TRUST false false false false false false false false false false true true true true true true true true LAHEY CLINIC FOUNDATION INC K-R COST LAHEY CLINIC INC K-R COST LAHEY CLINIC AFFILIATED SERVICES INC M COST FORM 990, SCHEDULE R, PART IV, LINE 2 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.