LAHEY CLINIC HOSPITAL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LAHEY CLINIC HOSPITAL INC (EIN 04-2704686)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-12
- IRS object ID
- 201112289349301501
- Schema version
- 2009v1.7
- 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 | 2011-08-12T14:40:03-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | 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 | 2009-10-01 | 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 P O'CONNOR | Name |
| Title | EXECUTIVE VP/CFO/TREASURER | Title |
| Phone | 7817448134 | Phone |
| Date Signed | 2011-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRICEWATERHOUSECOOPERS LLP | Name |
| Phone | 6175305000 | Phone |
| Date Prepared | 2011-08-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 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 | 701390665 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5327 | TotalNbrEmployees |
| Total Nbr Volunteers | 214 | TotalNbrVolunteers |
| Total Gross UBI | 477182 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -53021 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 673040140 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 692884829 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 65831 | InvestmentIncomePriorYear |
| Investment Income Current Year | 232002 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7191546 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8270972 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 680297517 | TotalRevenuePriorYear |
| Total Revenue Current Year | 701387803 | 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 | 330530139 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 352263507 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 66697 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 306260825 | OtherExpensePriorYear |
| Other Expenses Current Year | 315639033 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 636790964 | TotalExpensesPriorYear |
| Total Expenses Current Year | 667902540 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 43506553 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 33485263 | RevenuesLessExpensesCY |
| Total Assets BOY | 222483681 | TotalAssetsBOY |
| Total Assets EOY | 246798315 | TotalAssetsEOY |
| Total Liabilities BOY | 330283416 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 325330895 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -107799735 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -78532580 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 512669116 | Expense |
| Revenue | 685720986 | Revenue |
| Description | PATIENT CARE - See Schedule O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 29023168 | Expense |
| Revenue | 7163843 | Revenue |
| Description | EDUCATION - See Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 541692284 | 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 |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 |
| 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 453 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5327 | 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 |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | 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 | true | 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 |
Form990 Part VII Section A Form990PartVIISectionA (37 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 |
|---|---|---|---|---|---|---|---|---|
| David M Barrett MD | ||||||||
| TRUSTEE/PRESIDENT/CEO | 37.0 | X | X | 1100726 | 0 | 213722 | ||
| John A Libertino MD | ||||||||
| TRUSTEE/CHAIR, DEPT OF UROLOGY | 1.0 | X | 0 | 806908 | 33702 | |||
| Richard W Nesto MD | ||||||||
| TRUSTEE/CHAIR OF MEDICINE | 1.0 | X | 0 | 600022 | 34753 | |||
| Roger L Jenkins MD | ||||||||
| TRUSTEE/CHAIR, DIV OF SURGERY | 1.0 | X | 0 | 591132 | 39682 | |||
| William L Healy MD | ||||||||
| TRUSTEE/CHAIR, DEPT ORTHO SURG | 1.0 | X | 0 | 563137 | 38440 | |||
| Joseph C Corkery MD | ||||||||
| TRUSTEE/CHIEF MEDICAL OFFICER | 37.0 | X | 497754 | 0 | 32129 | |||
| Carl A Soderland MD | ||||||||
| TRUSTEE/CHAIR, DIV OF COMM MED | 1.0 | X | 0 | 416755 | 31003 | |||
| Judith A Melin MD | ||||||||
| TRUSTEE/CHIEF MED SERV OFFICER | 1.0 | X | 0 | 335154 | 23877 | |||
| Robert E Wise MD | ||||||||
| TRUSTEE/HOSPITAL ADMINISTRATOR | 17.0 | X | 190368 | 0 | 9518 | |||
| Stephen R Freidberg MD | ||||||||
| TRUSTEE/PHYSICIAN NEUROSURGERY | 1.0 | X | 0 | 115053 | 14506 | |||
| Irving E Rogers III | ||||||||
| TRUSTEE/CHAIR OF BOARD/CLERK | 2.0 | X | X | 0 | 0 | 0 | ||
| James W Henderson | ||||||||
| TRUSTEE/VICE CHAIR OF BOARD | 1.0 | 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 | |||
| Robert L Gable | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| James D Irving | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Charles M Leighton | ||||||||
| 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 | |||
| Timothy O'Connor | ||||||||
| CFO/TREASURER/EXECUTIVE VP | 37.0 | X | 744449 | 0 | 34012 | |||
| Sanford R Kurtz MD | ||||||||
| TRUSTEE/COO UNTIL (9/30/09) | 37.0 | 1113677 | 0 | 26567 | X | |||
| Lynn M Stofer | ||||||||
| SR. VP, COO, MED CTR OPERATION | 40.0 | 429013 | 0 | 33989 | X | |||
| Leslie P Shaff | ||||||||
| Sr. VP, Clinical Services | 40.0 | 0 | 361607 | 37478 | X | |||
| Robert Schneider | ||||||||
| Sr. VP, Lahey Clinic North Sho | 40.0 | 349741 | 0 | 31588 | X | |||
| Linda A Cagle | ||||||||
| Sr. VP, Clinical Services | 40.0 | 347245 | 0 | 30311 | X | |||
| Kathleen S Jose | ||||||||
| Chief Nursing Officer | 40.0 | 303919 | 0 | 20987 | X | |||
| Jeffrey P Doran | ||||||||
| Sr. VP, Hospital Services | 40.0 | 281065 | 0 | 35070 | X | |||
| Joan M Robbio | ||||||||
| Chief Human Resources Officer | 40.0 | 349470 | 0 | 34210 | X | |||
| Joseph Healy Jr | ||||||||
| Chief Strategy Officer | 40.0 | 340614 | 0 | 31223 | X | |||
| Phillips Axten | ||||||||
| Chief Legal Counsel | 40.0 | 331428 | 0 | 38526 | X | |||
| Peter R Lloyd | ||||||||
| Sr. VP, Corporate Finance | 40.0 | 295129 | 0 | 35011 | X | |||
| Allen S Danis | ||||||||
| Sr. VP, Contracting | 40.0 | 283856 | 0 | 13902 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6958454 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3789768 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 874206 | TotalOtherCompensation |
| Number Individuals GT100 K | 421 | NumberIndividualsGT100K |
| Formers Listed | false | 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 MEDIWARE Inc | |||||
| 11711 West 79th Street | LENEXA | KS | 66214 | CONTRACT SERVICES | 1676785 |
| North Shore Medical Transcription | |||||
| 100 Corporate Place | PEABODY | MA | 01960 | CONTRACT SERVICES | 886804 |
| Forget Me Not Services Inc | |||||
| 323 Andover Street Suite 7 | WILMINGTON | MA | 01887 | CONTRACT SERVICES | 820302 |
| American Translation Partners Inc | |||||
| 175 Paramount Drive | RAYNHAM | MA | 02767 | CONTRACT SERVICES | 702215 |
| Nuance Communications | |||||
| One Wayside Road | BURLINGTON | MA | 01803 | contract services | 699126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | 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 | 684526940 | 684526940 | |
| OTHER PATIENT REVENUE | 621400 | 8149901 | 8149901 | |
| OUTSIDE LABRATORY SERVICES | 621500 | 207988 | 207988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 692884829 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126264 | TotalRevenueColumn |
| Exclusion | $126,264 | 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 | 254532 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 254532 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 254532 | TotalRevenueColumn |
| Unrelated Business Revenue | 195531 | UnrelatedBusinessRevenue |
| Exclusion | $59,001 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 108600 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2862 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 105738 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105738 | TotalRevenueColumn |
| Exclusion | $105,738 | 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 | 3154005 | $3,154,005 | |
| PARKING GARAGE REVENUE | 812930 | 3410676 | $3,410,676 | |
| GIFT SHOP REVENUE | 453220 | 73663 | 73663 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1378096 | TotalRevenueColumn |
| Exclusion | $1,378,096 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8016440 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 701387803 | TotalRevenueColumn |
| Related Or Exempt Function Income | 692676841 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 477182 | UnrelatedBusinessRevenue |
| Exclusion | $8,233,780 | 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 | 5132408 | Total |
| Program Services | 217461 | ProgramServices |
| Management And General | 4848250 | ManagementAndGeneral |
| Fundraising | 66697 | 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 | 257407099 | Total |
| Program Services | 203344614 | ProgramServices |
| Management And General | 54062485 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35151619 | Total |
| Program Services | 30060513 | ProgramServices |
| Management And General | 5091106 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36397765 | Total |
| Program Services | 31261156 | ProgramServices |
| Management And General | 5136609 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18174616 | Total |
| Program Services | 14475474 | ProgramServices |
| Management And General | 3699142 | 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 | 1275073 | Total |
| Management And General | 1275073 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297007 | Total |
| Management And General | 297007 | 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 | 19876520 | Total |
| Program Services | 7877892 | ProgramServices |
| Management And General | 11998628 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1448412 | Total |
| Program Services | 1114081 | ProgramServices |
| Management And General | 334331 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7340465 | Total |
| Program Services | 2515553 | ProgramServices |
| Management And General | 4824912 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3803005 | Total |
| Program Services | 73611 | ProgramServices |
| Management And General | 3729394 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12646842 | Total |
| Program Services | 10748275 | ProgramServices |
| Management And General | 1898567 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817226 | Total |
| Program Services | 358888 | ProgramServices |
| Management And General | 458338 | 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 | 9328334 | Total |
| Program Services | 8739909 | ProgramServices |
| Management And General | 588425 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39437263 | Total |
| Program Services | 29987403 | ProgramServices |
| Management And General | 9449860 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287290 | Total |
| Program Services | 259282 | ProgramServices |
| Management And General | 28008 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 134221824 | 133580341 | 641483 |
| GENERAL SUPPLIES | 63535889 | 45753948 | 17781941 |
| PROV. FOR BAD DEBTS | 18696632 | 18696632 | |
| MEDICAL MALPRACTICE | 2627251 | 2627251 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667902540 | Total |
| Program Services | 541692284 | ProgramServices |
| Management And General | 126143559 | ManagementAndGeneral |
| Fundraising | 66697 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81233221 | BOY |
| EOY | 103779733 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74820099 | BOY |
| EOY | 73186982 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1338766 | BOY |
| EOY | 770862 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8604701 | BOY |
| EOY | 9880098 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9521227 | BOY |
| EOY | 4486829 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10296636 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46965667 | BOY |
| EOY | 44397175 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222483681 | BOY |
| EOY | 246798315 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283262666 | BOY |
| EOY | 269195252 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18396671 | BOY |
| EOY | 17144810 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28624079 | BOY |
| EOY | 38990833 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330283416 | BOY |
| EOY | 325330895 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -107799785 | BOY |
| EOY | -78532580 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -107799735 | BOY |
| EOY | -78532580 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222483681 | BOY |
| EOY | 246798315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $604,980 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $56,153 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 662133 | 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 AFFILIATED ORGANIZATIONS. LAHEY CLINIC HOSPITAL, INC. ALSO PAID MEMBER DUES TO THE MASSACHUSETTS HOSPITAL ASSOCIATION AND SOME OTHER SMALLER ORGANIZATIONS, OF WHICH A PERCENTAGE WAS ATTRIBUTED TO LOBBYING. | 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 | 44156806 |
| OTHER INVESTMENTS | 236869 |
| INTEREST IN NEPC | 3500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 44397175 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYERS (SHORT TERM) | $30,588,167 |
| PAYERS (LONG TERM) | $8,402,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 38990833 | TotalOfAmounts |
| Total Revenue | 701387803 | TotalRevenue |
| Total Expenses | 667902540 | TotalExpenses |
| Excess Or Deficit For Year | 33485263 | ExcessOrDeficitForYear |
| Other | -$4,218,108 | OtherAmount |
| Total Adjustments | -4218108 | TotalAdjustments |
| Excess Or Deficit Per FS | 29267155 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 700715320 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 700715320 | RevenueSubtotal |
| Other Revenues Not Included | 672483 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 672483 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 701387803 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 671448165 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4218108 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4218108 | ExpensesNotRptdF990 |
| Expenses Subtotal | 667230057 | ExpensesSubtotal |
| Other Expenses Not Included | 672483 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 672483 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 667902540 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Part X | Identifier |
| Return Reference | The organization's financial statements did not report a liability for | ReturnReference |
| Explanation | 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 ($4,218,058) Transfer to Lahey Clinic, Inc. (04-2704683) in the amount of $50. SCHEDULE D, PART XII, LINE 4B Other Revenue for services performed by Lahey Clinic Hospital, Inc., for the Lahey Clinic Foundation, Inc. and the Lahey Clinic, Inc. in the amount of $672,483. On the combined organization's audited financial statements, this amount which is revenue, is netted as a negative expense to the Lahey Clinic Hospital, Inc. SCHEDULE D, PART XIII, LINE 2D Pension Plan, Post retirement related changes, and Cumulative effect of change in accounting principle ($4,218,058) Transfer to Lahey Clinic, Inc. (04-2704683) in the amount of $50. | 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 | 3665379 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3665379 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00550 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 25180152 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 20482800 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4697352 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00700 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 18930314 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 12695665 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6234649 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00930 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 47775845 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 33178465 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 14597380 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02180 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3167665 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3167665 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00470 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 29023168 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 7163843 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 21859325 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03270 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 25032599 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 22369361 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2663238 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00400 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 476537 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 476537 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00070 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 57699969 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 29533204 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 28166765 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04210 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 105475814 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 62711669 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 42764145 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06390 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $10,090,964 | BadDebtExpenseAmount |
| Amount Attributable To | 2500773 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 166535708 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 199741924 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -33206216 | MedicareSurplusOrShortfall |
| Costing Methodology Used | CostingMethodologyUsed | |
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV (2 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|---|
| 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 NORTHSHORE | |||||||||
| ONE ESSEX CENTER DRIVE | PEABODY | MA | 01960 | X | X | X | X | X | Operating under li- cense of Lahey Hospl as satelite facility |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| General Explanation | #1 - Required Descriptions Lahey Clinic Hospital, Inc. (Lahey) provided charity care (at cost) in the amount of $3.5 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 $9.9 million dollars. IN 2010, LAHEY GAVE MORE THAN $1.1 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 AREA #15 (CHNA 15). To support the cultural diversity of our patient population, Lahey provides a comprehensive Interpreter service program to the cost of $1.5 million dollars. 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 $21.9 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 $1.9 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 $800 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). | GeneralExplanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David M Barrett MD | |||||||||||||
| 815256 | 0 | 230000 | 0 | 55470 | 0 | 212250 | 0 | 1472 | 0 | 1314448 | 0 | 0 | 0 |
| John A Libertino MD | |||||||||||||
| 0 | 661146 | 0 | 90000 | 0 | 55762 | 0 | 12250 | 0 | 21452 | 0 | 840610 | 0 | 0 |
| Richard W Nesto MD | |||||||||||||
| 0 | 541126 | 0 | 20000 | 0 | 38896 | 0 | 12250 | 0 | 22503 | 0 | 634775 | 0 | 0 |
| Roger L Jenkins MD | |||||||||||||
| 0 | 568874 | 0 | 0 | 0 | 22258 | 0 | 12250 | 0 | 27432 | 0 | 630814 | 0 | 0 |
| William L Healy MD | |||||||||||||
| 0 | 531087 | 0 | 0 | 0 | 32050 | 0 | 12250 | 0 | 26190 | 0 | 601577 | 0 | 0 |
| Joseph C Corkery MD | |||||||||||||
| 398858 | 0 | 60000 | 0 | 38896 | 0 | 12250 | 0 | 19879 | 0 | 529883 | 0 | 0 | 0 |
| Carl A Soderland MD | |||||||||||||
| 0 | 358980 | 0 | 18879 | 0 | 38896 | 0 | 12250 | 0 | 18753 | 0 | 447758 | 0 | 0 |
| Judith A Melin MD | |||||||||||||
| 0 | 286516 | 0 | 10000 | 0 | 38638 | 0 | 12250 | 0 | 11627 | 0 | 359031 | 0 | 0 |
| Robert E Wise MD | |||||||||||||
| 190368 | 0 | 0 | 0 | 0 | 0 | 9518 | 0 | 0 | 0 | 199886 | 0 | 0 | 0 |
| Timothy O'Connor | |||||||||||||
| 627191 | 0 | 95000 | 0 | 22258 | 0 | 12250 | 0 | 21762 | 0 | 778461 | 0 | 0 | 0 |
| Sanford R Kurtz MD | |||||||||||||
| 690713 | 0 | 105000 | 0 | 317964 | 0 | 12250 | 0 | 14317 | 0 | 1140244 | 0 | 0 | 0 |
| Lynn M Stofer | |||||||||||||
| 337845 | 0 | 52530 | 0 | 38638 | 0 | 12250 | 0 | 21739 | 0 | 463002 | 0 | 0 | 0 |
| Leslie P Shaff | |||||||||||||
| 0 | 339211 | 0 | 0 | 0 | 22396 | 0 | 12250 | 0 | 25228 | 0 | 399085 | 0 | 0 |
| Robert Schneider | |||||||||||||
| 310983 | 0 | 0 | 0 | 38758 | 0 | 12250 | 0 | 19338 | 0 | 381329 | 0 | 0 | 0 |
| Linda A Cagle | |||||||||||||
| 259902 | 0 | 0 | 0 | 87343 | 0 | 10763 | 0 | 19548 | 0 | 377556 | 0 | 0 | 0 |
| Kathleen S Jose | |||||||||||||
| 265023 | 0 | 0 | 38896 | 0 | 11898 | 0 | 9089 | 0 | 324906 | 0 | 0 | 0 | |
| Jeffrey P Doran | |||||||||||||
| 254217 | 0 | 0 | 26848 | 0 | 12167 | 0 | 22903 | 0 | 316135 | 0 | 0 | 0 | |
| Joan M Robbio | |||||||||||||
| 310208 | 0 | 0 | 0 | 39262 | 0 | 12250 | 0 | 21960 | 0 | 383680 | 0 | 0 | 0 |
| Joseph Healy Jr | |||||||||||||
| 255978 | 0 | 0 | 0 | 84636 | 0 | 11791 | 0 | 19432 | 0 | 371837 | 0 | 0 | 0 |
| Phillips Axten | |||||||||||||
| 331170 | 0 | 0 | 0 | 258 | 0 | 12250 | 0 | 26276 | 0 | 369954 | 0 | 0 | 0 |
| Peter R Lloyd | |||||||||||||
| 272991 | 0 | 0 | 0 | 22138 | 0 | 12250 | 0 | 22761 | 0 | 330140 | 0 | 0 | 0 |
| Allen S Danis | |||||||||||||
| 245098 | 0 | 0 | 0 | 38758 | 0 | 11899 | 0 | 2003 | 0 | 297758 | 0 | 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 ACHEIVEMENTS 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 HIS OR HER CAPACITY AS TRUSTEE. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THEIR CAPACITIES OTHER THAN AS TRUSTEES, WHICH IS LISTED ON FORM 990, PART VII, DIRECTLY FOLLOWING THE TITLE OF THE TRUSTEE. SCHEDULE J, PART II DR. SANFORD R. KURTZ WAS TERMINATED FROM LAHEY CLINIC HOSPITAL, INC. ON 09/30/2009. SEVERANCE PAYMENTS TOTALLING $149,997 ARE INCLUDED IN DR. KURTZ'S COMPENSATION LISTED IN THE 'OTHER COMPENSATION' COLUMN ON SCHEDULE J PER DR. KURTZ'S EMPLOYMENT CONTRACT. $145,670 OF DR. KURTZ'S COMPENSATION LISTED IN THE 'OTHER COMPENSATION' COLUMN ON SCHEDULE J CONSIST OF PAYMENTS FOR THE CASH-OUT OF DR. KURTZ'S VACATION AND SICK TIME AT THE TIME OF HIS TERMINATION. AVERAGE HOURS WORKED FOR DR. KURTZ REPORTED IN PART VII ARE FOR CALENDAR YEAR 2009. LINDA A. CAGLE WAS TERMINATED BY LAHEY CLINIC HOSPITAL, INC. ON DECEMBER 1, 2009. SEVERANCE PAYMENTS OF $62,876 ARE INCLUDED IN MS. CAGLE'S COMPENSATION LISTED IN THE 'OTHER COMPENSATION' COLUMN ON SCHEDULE J PER MS. CAGLE'S EMPLOYMENT CONTRACT. $64,043 OF MS. CAGLE'S COMPENSATION LISTED IN THE 'OTHER COMPENSATION' COLUMN ON SCHEDULE J CONSIST OF PAYMENTS FOR THE CASH-OUT OF MS. CAGLE'S VACATION AND SICK TIME AT THE TIME OF HER TERMINATION. JOSEPH HEALY JR. WAS TERMINATED BY LAHEY CLINIC, INC. ON DECEMBER 1, 2009. $62,876 OF MR. HEALY'S COMPENSATION LISTED IN THE 'OTHER COMPENSATION COLUMN' ON SCHEDULE J CONSIST OF PAYMENTS FOR THE CASH-OUT OF MR. HEALY'S VACATION AND SICK TIME AT THE TIME OF HIS TERMINATION. SCHEDULE J, PART II, COLUMN B(III) INCLUDED IN THIS COLUMN FOR DR. BARRETT IS IMPUTED INCOME ASSOCIATED WITH THE VALUE OF ONE YEAR TERM INSURANCE UNDER A SPLIT DOLLAR AGREEMENT WITH LAHEY CLINIC HOSPITAL, INC. SCHEDULE J, PART II, COLUMN C INCLUDED IN DR. BARRETT'S DEFFERED COMPENSATION IS $200,000 UNDER 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 | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE C.R. BOARD | Relationship |
| Amount Of Transaction | 720854 | AmountOfTransaction |
| Description Of Transaction | PURCHASE OF PRODUCTS | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | LAHEY CLINIC, 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, WE AIM TO EXCEED EACH DAY OUR PATIENT'S HIGH EXPECTATIONS FOR SERVICE, AND ADVANCE MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS. WE ARE ALSO 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 2010, 22,000 PATIENTS WERE ADMITTED AS INPATIENTS TO LAHEY CLINIC'S HOSPITAL FACILITIES, REPRESENTING MORE THAN 102,800 PATIENT DAYS. MORE THAN 8,500 OF THESE PATIENTS WERE ADMITTED FOR SURGERY. ADDITIONALLY, MORE THAN 12,800 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 2010, LAHEY CLINIC HOSPITAL'S EMERGENCY ROOMS LOGGED MORE THAN 52,000 PATIENT VISITS. ALSO IN 2010, LAHEY CLINIC HOSPITAL'S OUTPATIENT CLINICS LOGGED MORE THAN 800,000 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 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'S 2010 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 | 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 900, PART IV, LINE 18 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. AND LAHEY CLINIC, INC. FORM 990, PART V, LINE 4 & PART VI, SECTION A, LINE 4 THE BYLAWS OF LAHEY CLINIC HOSPITAL, INC. WERE AMENDED AS OF JANUARY 25, 2010 AND THE ARTICLES OF ORGANIZATION WERE RESTATED AS OF FEBRUARY 17, 2010. LAHEY CLINIC FOUNDATION, INC. IS NOW 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. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS AND TRUSTEES OF LAHEY CLINIC HOSPITAL, INC. ARE OFFICERS AND TRUSTEES OF LAHEY CLINIC, INC. CERTAIN TRUSTEES OF LAHEY CLINIC HOSPITAL, INC. ARE ALSO EMPLOYEES OF LAHEY CLINIC, INC. 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 ENTITIES. 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 11A MANAGEMENT PREPARED THE IRS FORM 990 ALONG WITH INDEPENDENT TAX CONSULTANTS WHO SIGN THE RETURNS AS A PAID PREPARER. LAHEY CLINIC HOSPITAL, INC.'S EXECUTIVE MANAGEMENT REVIEWED AND PRESENTED THE FINAL IRS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE 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 OFFICER MONITORS AND REVIEWS EACH DISCLOSURE FOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE CORPORATE COMPLIANCE OFFICER 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 PRINCIPLE 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 15 & SCHEDULE J, PART I, LINE 3 INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES COMPRISE THE COMPENSATION COMMITTEE. THE COMMITTEE MEETS SEVERAL TIMES PER YEAR. 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 VP OF HUMAN RESOURCES OPERATIONS PROVIDES THE COMMITTEE WITH ANY REQUESTED INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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 THE FOLLOWING INDIVIDUALS DEVOTED TIME TO RELATED ORGANIZATIONS: DAVID M. BARRETT, M.D. - 3 HOURS JOHN A. LIBERTINO, M.D. - 39 HOURS RICHARD W. NESTO, M.D. - 39 HOURS ROGER L. JENKINS, M.D. - 39 HOURS WILLIAM L. HEALY, M.D. - 39 HOURS JOSEPH C. CORKERY, M.D. - 3 HOURS CARL A. SODERLAND, M.D. - 39 HOURS JUDITH A. MELIN, M.D. - 39 HOURS ROBERT E. WISE, M.D. - 3 HOURS STEPHEN R. FREIDBERG, M.D. - 19 HOURS IRVING E. ROGERS, III - 6 HOURS JAMES W. HENDERSON - 3 HOURS ERIC M. BAILEY - 3 HOURS CRAIG R. BENSON - 3 HOURS ANN MARIE CONNOLLY - 3 HOURS JERALD G. FISHMAN - 3 HOURS ROBERT L. GABLE - 3 HOURS JAMES D. IRVING - 3 HOURS CHARLES M. LEIGHTON - 3 HOURS J. WILLIAM PODUSKA - 3 HOURS WINDLE B. PRIEM - 3 HOURS JAMES A. RADLEY - 3 HOURS ROBERT L. REYNOLDS - 3 HOURS MICHAEL C. RUETTGERS - 3 HOURS TIMOTHY O'CONNOR - 3 HOURS SANFORD R. KURTZ, M.D. - 3 HOURS FORM 990, PART VII & SCHEDULE J 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 IX, LINE 5, COLUMN D THE LAHEY CLINIC FOUNDATION, INC. PERFORMS FUNDRAISING SERVICES FOR LAHEY CLINIC HOSPITAL, INC., HOWEVER, HOSPITAL EXECUTIVES ALSO SPEND TIME FUNDRAISING. AS SUCH, A PORTION OF THEIR SALARIES HAS BEEN ALLOCATED TO FUNDRAISING. 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. | EDUCATION |
| 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 ENTITIES, 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 ENTITIES REIMBURSE ONE ANOTHER FOR EXPENSES INCURRED SUCH AS EMPLOYEE SALARIES, MATERIALS, SUPPLIES, UTILITIES, ETC. CASH IS ALSO TRANSFERRED AMONG THE THREE ENTITIES. |
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 |
|---|---|---|---|---|---|---|---|---|
| LAHEY CLINIC INC | ||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042704683 | HEALTH CARE | MA | 501(c)(3) | 9 |
| LAHEY CLINIC FOUNDATION INC | ||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042323457 | FUNDRAISING | MA | 501(c)(3) | 7 |
| LAHEY CLINIC AFFILIATED SERVICES INC | ||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 043178972 | HEALTH CARE | MA | 501(c)(3) | 9 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC INSURANCE CO LTD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | INSURANCE | PrimaryActivity |
| Legal Domicile Foreign Country | BD | LegalDomicileForeignCountry |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY FOUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C-CORP | TypeOfEntity |
| Share Of Total Income | -1506586 | ShareOfTotalIncome |
| Share Of EOY Assets | 44065893 | ShareOfEOYAssets |
| Percentage Ownership | 0.00000 | PercentageOwnership |
| 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 |
|---|
| LAHEY CLINIC INC |
| K-R |
| LAHEY CLINIC FOUNDATION INC |
| K-R |
| LAHEY CLINIC AFFILIATED SERVICES INC |
| K-R |
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