2011-08-12T14:40:03-05:00 2010-09-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2009-10-01 042704686 Lahey Clinic Hospital Inc LAHE 7817445100 41 Mall Road Burlington MA 018050001 TIMOTHY P O'CONNOR 7817448134 2011-08-12 true PRICEWATERHOUSECOOPERS LLP 6175305000 2011-08-05 2009 2016-02-24 21:20:13Z Howard Grant JD MD 41 MALL ROAD BURLINGTON MA 018050001 701390665 false X www.lahey.org X 1980 MA SEE SCHEDULE O 24 12 5327 214 477182 -53021 0 0 673040140 692884829 65831 232002 7191546 8270972 680297517 701387803 0 0 0 0 330530139 352263507 0 0 66697 306260825 315639033 636790964 667902540 43506553 33485263 222483681 246798315 330283416 325330895 -107799735 -78532580 SEE SCHEDULE O false false 512669116 685720986 PATIENT CARE - See Schedule O 29023168 7163843 EDUCATION - See Schedule O 541692284 true false false true false false false false false true false true false false false false false false false false true false false true false false false false false false false true false false false false false true true false false true 453 0 true 5327 true true true false false false false false false false false 24 12 true false true false true false true true true false false true true true true true true true true false MA X TIMOTHY O'CONNOR 7817445100 41 MALL ROAD Burlington MA 018050001 David M Barrett MD 37.0 X X 1100726 0 213722 John A Libertino MD 1.0 X 0 806908 33702 Richard W Nesto MD 1.0 X 0 600022 34753 Roger L Jenkins MD 1.0 X 0 591132 39682 William L Healy MD 1.0 X 0 563137 38440 Joseph C Corkery MD 37.0 X 497754 0 32129 Carl A Soderland MD 1.0 X 0 416755 31003 Judith A Melin MD 1.0 X 0 335154 23877 Robert E Wise MD 17.0 X 190368 0 9518 Stephen R Freidberg MD 1.0 X 0 115053 14506 Irving E Rogers III 2.0 X X 0 0 0 James W Henderson 1.0 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 Robert L Gable 1.0 X 0 0 0 James D Irving 1.0 X 0 0 0 Charles M Leighton 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 Timothy O'Connor 37.0 X 744449 0 34012 Sanford R Kurtz MD 37.0 X 1113677 0 26567 Lynn M Stofer 40.0 X 429013 0 33989 Leslie P Shaff 40.0 X 0 361607 37478 Robert Schneider 40.0 X 349741 0 31588 Linda A Cagle 40.0 X 347245 0 30311 Kathleen S Jose 40.0 X 303919 0 20987 Jeffrey P Doran 40.0 X 281065 0 35070 Joan M Robbio 40.0 X 349470 0 34210 Joseph Healy Jr 40.0 X 340614 0 31223 Phillips Axten 40.0 X 331428 0 38526 Peter R Lloyd 40.0 X 295129 0 35011 Allen S Danis 40.0 X 283856 0 13902 6958454 3789768 874206 421 false true false 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 21 0 NET PATIENT SERVICE REVENUE 624100 684526940 684526940 OTHER PATIENT REVENUE 621400 8149901 8149901 OUTSIDE LABRATORY SERVICES 621500 207988 207988 692884829 126264 126264 0 0 254532 254532 254532 195531 59001 108600 2862 105738 105738 105738 0 0 0 CAFETERIA REVENUE 722210 3154005 3154005 PARKING GARAGE REVENUE 812930 3410676 3410676 GIFT SHOP REVENUE 453220 73663 73663 1378096 1378096 8016440 701387803 692676841 477182 8233780 0 0 0 0 5132408 217461 4848250 66697 0 257407099 203344614 54062485 35151619 30060513 5091106 36397765 31261156 5136609 18174616 14475474 3699142 0 1275073 1275073 297007 297007 0 0 0 19876520 7877892 11998628 1448412 1114081 334331 7340465 2515553 4824912 3803005 73611 3729394 0 12646842 10748275 1898567 817226 358888 458338 0 0 9328334 8739909 588425 0 39437263 29987403 9449860 287290 259282 28008 MEDICAL SUPPLIES 134221824 133580341 641483 GENERAL SUPPLIES 63535889 45753948 17781941 PROV. FOR BAD DEBTS 18696632 18696632 MEDICAL MALPRACTICE 2627251 2627251 667902540 541692284 126143559 66697 81233221 103779733 74820099 73186982 1338766 770862 8604701 9880098 9521227 4486829 10296636 46965667 44397175 222483681 246798315 283262666 269195252 18396671 17144810 28624079 38990833 330283416 325330895 X -107799785 -78532580 50 -107799735 -78532580 222483681 246798315 X false true true X false X false true false true 1000 false false true 604980 true 56153 false 662133 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 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. INTERCOMPANY RECEIVABLES 44156806 OTHER INVESTMENTS 236869 INTEREST IN NEPC 3500 44397175 0 PAYERS (SHORT TERM) 30588167 PAYERS (LONG TERM) 8402666 38990833 701387803 667902540 33485263 -4218108 -4218108 29267155 700715320 700715320 672483 672483 701387803 671448165 4218108 4218108 667230057 672483 672483 667902540 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 ($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. true true X true X true X true true true false true true 3665379 0 3665379 0.00550 25180152 20482800 4697352 0.00700 18930314 12695665 6234649 0.00930 47775845 33178465 14597380 0.02180 3167665 0 3167665 0.00470 29023168 7163843 21859325 0.03270 25032599 22369361 2663238 0.00400 476537 0 476537 0.00070 0 0 0 0.00000 57699969 29533204 28166765 0.04210 105475814 62711669 42764145 0.06390 true 10090964 2500773 166535708 199741924 -33206216 true true 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 #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). X X X X X true false false false false false false true false 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 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 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. CR BARD COMPANIES TRUSTEE C.R. BOARD 720854 PURCHASE OF PRODUCTS false 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 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 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. 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. 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 LAHEY CLINIC INSURANCE CO LTD INSURANCE BD LAHEY FOUND C-CORP -1506586 44065893 0.00000 false false false false false false false false false false true true true true true true true true LAHEY CLINIC INC K-R LAHEY CLINIC FOUNDATION INC K-R LAHEY CLINIC AFFILIATED SERVICES INC K-R