LAHEY CLINIC HOSPITAL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAHEY CLINIC HOSPITAL INC (EIN 04-2704686)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202602269349301745
- Schema version
- 2024v5.5
- 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 B
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T16:53:28-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 TYSONS ONE PLACE SUITE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221024219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042704686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAHE | BusinessNameControlTxt |
| Phone | 7817448924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BILH TAX 529 MAIN ST 4TH FL | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HERNDON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7817448924 | PhoneNum |
| Signature | 2026-08-13 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL KAUFMAN | PreparerPersonNm |
| PTIN | P01485017 | PTIN |
| Phone | 5717667969 | PhoneNum |
| Preparation | 2026-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC | BusinessNameLine1Txt |
| Business Name Line2 | LAHEY CLINIC PEABODY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN TABB MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BILH TAX 529 MAIN ST 4TH FL | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,346,931,806 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAHEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 5540 | TotalEmployeeCnt |
| Total Volunteers | 151 | TotalVolunteersCnt |
| Total Gross UBI | $973,796 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $608,192 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $122,708 | PYContributionsGrantsAmt |
| CY Contributions Grants | $925,466 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,196,489,859 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,303,896,596 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,725,013 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,354,251 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,895,716 | PYOtherRevenueAmt |
| CY Other Revenue | $32,745,862 | CYOtherRevenueAmt |
| PY Total Revenue | $1,229,233,296 | PYTotalRevenueAmt |
| CY Total Revenue | $1,345,922,175 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,100,621 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,198,830 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $490,255,080 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $542,193,889 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $129,967 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $104,072 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,928,121 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $650,467,979 | PYOtherExpensesAmt |
| CY Other Expenses | $675,509,819 | CYOtherExpensesAmt |
| PY Total Expenses | $1,141,953,647 | PYTotalExpensesAmt |
| CY Total Expenses | $1,219,006,610 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $87,279,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $126,915,565 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $627,046,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $616,342,012 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $255,854,646 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $227,225,435 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $371,192,330 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $389,116,577 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,040,339,018 | ExpenseAmt |
| Grant | $1,198,830 | GrantAmt |
| Revenue | $617,344,597 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $660,360,576 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $49,076,502 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,040,339,018 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 579 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5540 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN WOLFSON AVP TAXATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817448924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BILH SCHRAFFTS CITY CTR 4TH FL 529 | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SHORETT PETER | ||||||||||
| TTEE (SR EXECUTIVE VP & COO, BILH) | 1.00 | 60.00 | Yes (X) | $0 | $1,416,456 | $55,015 | ||||
| MOFFATT-BRUCE MD PHD SUSAN | ||||||||||
| PRESIDENT & TRUSTEE | 55.00 | 2.00 | Yes (X) | $1,280,274 | $0 | $133,048 | ||||
| RESNIC MD FREDERIC | ||||||||||
| TRUSTEE; CARDIOLOGIST | 1.00 | 56.00 | Yes (X) | $0 | $843,782 | $75,624 | ||||
| MOURTZINOS MD ARTHUR P | ||||||||||
| TRUSTEE; UROLOGIST | 1.00 | 56.00 | Yes (X) | $0 | $770,665 | $57,240 | ||||
| MOSENTHAL MD ANNE | ||||||||||
| TRUSTEE; CHIEF ACADEMIC OFFICER | 55.00 | 2.00 | Yes (X) | $712,004 | $0 | $75,542 | ||||
| BRAMS MD DAVID | ||||||||||
| TRUSTEE; PRESIDENT, LC MEDICAL STAFF | 1.00 | 56.00 | Yes (X) | $0 | $583,604 | $78,110 | ||||
| SRINIVASAN MD JAYASHRI | ||||||||||
| TRUSTEE; DIVISION CHAIR NEUROLOGY | 1.00 | 56.00 | Yes (X) | $0 | $468,831 | $62,821 | ||||
| WINGER MD CHRISTINE | ||||||||||
| TTEE; PHYSICIAN, INTERNAL MEDICINE | 1.00 | 56.00 | Yes (X) | $0 | $473,090 | $51,253 | ||||
| AQUINO MD PATRICK | ||||||||||
| TTEE; LCI DIVISION CHAIR, PSYCHIATRY | 1.00 | 56.00 | Yes (X) | $0 | $429,516 | $60,700 | ||||
| GARCIA-BANIGAN MD DINAMARIE | ||||||||||
| TRUSTEE; ENDOCRINOLOGIST | 1.00 | 56.00 | Yes (X) | $0 | $399,220 | $66,749 | ||||
| HANLEY-WILLIAMS MD NICOLE | ||||||||||
| TRUSTEE; GASTROENTEROLOGIST | 1.00 | 56.00 | Yes (X) | $0 | $380,488 | $60,766 | ||||
| CRAWFORD MD BETSEY | ||||||||||
| TTEE; PHYSICIAN, INTERNAL MEDICINE | 1.00 | 56.00 | Yes (X) | $0 | $237,810 | $29,625 | ||||
| EDMONDS JANE C | ||||||||||
| TRUSTEE & CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ALEXANDER PAUL | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DECOSTE PAMELA | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FINK JOHANNA | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HO WILLIAM | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KITCHEN-BREWER SANDRA | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAFRENIERE LAWRENCE | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCARDLE JOAN | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORDBLOM PETER C | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| REYNOLDS MARY | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBINS SHANNON | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TABB MD KEVIN | ||||||||||
| CHIEF EXECUTIVE OFFICER (CEO, BILH) | 1.00 | 64.00 | $0 | $3,665,891 | $1,068,480 | Yes (X) | ||||
| RIOS CINDY | ||||||||||
| TREAS (EXECUTIVE VP AND CFO, BILH) | 1.00 | 64.00 | $0 | $1,386,253 | $2,208,450 | Yes (X) | ||||
| KATZ ESQ JAMIE | ||||||||||
| CLERK (GENERAL COUNSEL, BILH) | 1.00 | 63.00 | $0 | $1,001,061 | $33,790 | Yes (X) | ||||
| FRANCIOLI CARL | ||||||||||
| TREAS; BILH INTRM CFO/BOSTON DIV CFO | 1.00 | 64.00 | $0 | $558,652 | $54,959 | Yes (X) | ||||
| CONNELLY CPA MBA MICHAEL | ||||||||||
| ASST TREAS (EX-OFF) & CFO | 55.00 | 2.00 | $509,401 | $0 | $21,909 | Yes (X) | ||||
| TABERNER MIKAELA | ||||||||||
| ASST CLERK (ASSOC GC, BILH) | 1.00 | 57.00 | $0 | $221,296 | $35,321 | Yes (X) | ||||
| OXLEY DWAYNE | ||||||||||
| AST TREAS EX-OFF, INTRM CFO; AST CFO | 55.00 | 2.00 | $206,170 | $0 | $47,622 | Yes (X) | ||||
| HERNDON MBA CPA FACHE SCOTT | ||||||||||
| TREAS (EXECUTIVE VP AND CFO, BILH) | 1.00 | 40.00 | $0 | $0 | $0 | Yes (X) | ||||
| MEKALA PRAVEEN | ||||||||||
| ASST TREAS & CHIEF FINANCIAL OFFICER | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LIESCHING MD TIMOTHY | ||||||||||
| SR. VP AND CHIEF MEDICAL OFFICER | 55.00 | 2.00 | $623,347 | $0 | $662,295 | Yes (X) | ||||
| STAIN MD STEVEN | ||||||||||
| CHAIR, SURGERY DEPARTMENT | 55.00 | 1.00 | $986,386 | $0 | $75,626 | Yes (X) | ||||
| MARX MD JEFFREY L | ||||||||||
| CMO, CHIEF VALUE OFFICER | 1.00 | 55.00 | $0 | $860,177 | $83,724 | Yes (X) | ||||
| KEITZ MD SHERI | ||||||||||
| CHAIR OF DEPARTMENT OF MEDICINE | 55.00 | 1.00 | $700,885 | $0 | $72,177 | Yes (X) | ||||
| CANTRELL PAUL | ||||||||||
| VP, PLANNING, DESIGN, & CONSTRUCTION | 55.00 | 2.00 | $314,010 | $0 | $208,414 | Yes (X) | ||||
| LEW JOHN | ||||||||||
| VP, HUMAN RESOURCES BUSINESS PARTNER | 55.00 | 2.00 | $449,134 | $0 | $31,013 | Yes (X) | ||||
| JAMES DNPMBARNNEA-BC SCOTT | ||||||||||
| SENIOR VP & CHIEF NURSING OFFICER | 55.00 | 0.00 | $393,125 | $0 | $10,706 | Yes (X) | ||||
| BORTONE EDWARD | ||||||||||
| VP FACILITY, INFRSTRCTRE, HOSPTL OPS | 55.00 | 2.00 | $231,788 | $0 | $51,382 | Yes (X) | ||||
| EFSTRATIOS AMY | ||||||||||
| EXECUTIVE DIR, HR BUSINESS PARTNERS | 55.00 | 1.00 | $202,692 | $0 | $47,110 | Yes (X) | ||||
| STAPLETON MD THOMAS | ||||||||||
| CHIEF PERFUSION CARDIOTHORACIC SURG | 55.00 | 0.00 | $335,682 | $0 | $47,862 | Yes (X) | ||||
| ZHANG MIAO | ||||||||||
| DIRECTOR OF PHYSICS | 55.00 | 0.00 | $333,315 | $0 | $25,390 | Yes (X) | ||||
| HEISER EDWIN | ||||||||||
| ASST DEAN LEADERSHIP/FACULTY DEVELOP | 55.00 | 0.00 | $316,236 | $0 | $39,640 | Yes (X) | ||||
| CIRINO EILEEN | ||||||||||
| LEAD PHYSICIST, TREATMT PLAN, RADONC | 55.00 | 0.00 | $304,501 | $0 | $46,514 | Yes (X) | ||||
| FREDIANI RN SUZANNE | ||||||||||
| OPERATING ROOM NURSE | 55.00 | 0.00 | $307,568 | $0 | $26,349 | Yes (X) | ||||
| BENNETT KEVIN | ||||||||||
| FRMR ASST TREAS (EX-OFF) & CFO | 0.00 | 0.00 | $189,904 | $0 | $0 | Yes (X) | ||||
| JOHNSON MDMSFACP ELIZABETH H | ||||||||||
| FRMR PRES, BILH PRIMARY CARE NETWORK | 0.00 | 0.00 | $0 | $787,479 | $676,158 | Yes (X) | ||||
| CREIGHTON MD MALCOLM | ||||||||||
| FRMR HOSP BASED SVCS/EMERG MED CHAIR | 0.00 | 0.00 | $0 | $689,652 | $87,887 | Yes (X) | ||||
| BACIARELLI RENATO VAL | ||||||||||
| FORMER INTERIM SVP, COO | 0.00 | 0.00 | $487,240 | $0 | $29,043 | Yes (X) | ||||
| ROBINSON MPH MBA JASON | ||||||||||
| FRMR VP HOSPTL SVCS/ACADEMIC AFFAIRS | 0.00 | 0.00 | $319,409 | $0 | $139,499 | Yes (X) | ||||
| BOWEN-BENITICH MBA BRIGITTE | ||||||||||
| FORMER VP SURGICAL SERVICES | 0.00 | 0.00 | $325,221 | $0 | $114,872 | Yes (X) | ||||
| SENARIAN EMILY | ||||||||||
| FMR VP MED SVCS & AMBULATORY PERFORM | 0.00 | 0.00 | $325,602 | $0 | $108,339 | Yes (X) | ||||
| FANTASIA MSN RN LESLEY | ||||||||||
| FORMER INTERIM CHIEF NURSING OFFICER | 0.00 | 0.00 | $290,858 | $0 | $52,396 | Yes (X) | ||||
| GALVIN RN MSN TRACY A | ||||||||||
| FRMR SVP, CNO, LHMC | 0.00 | 0.00 | $133,331 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,278,083 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,173,923 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,913,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1268 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BETH ISRAEL LAHEY HEALTH INC | |||||
| 529 MAIN STREET 4TH FL | CHARLESTOWN | MA | 02129 | MGMT/FIN/LEGAL/HR/OTHER | $532,305,996 |
| COLUMBIA CONSTRUCTION COMPANY | |||||
| 100 RIVERPARK DRIVE | NORTH READING | MA | 01864 | CONSTRUCTION SERVICES | $17,574,843 |
| HEALTHCARE WORKFORCE LOGISTICS LLC | |||||
| 2655 NORTHWINDS PARKWAY | ALPHARETTA | GA | 30009 | HEALTHCARE SERVICES | $11,942,649 |
| SODEXO INC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD & FACILITIES MGMT SERVICES | $8,789,667 |
| FMN SERVICES INC | |||||
| 468 MERRIMACK STREET UNIT E | METHUEN | MA | 01844 | HOUSEKEEPING SERVICE | $4,098,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 105 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $925,466 | AllOtherContributionsAmt |
| Noncash Contributions | $925,466 | NoncashContributionsAmt |
| Total Contributions | $925,466 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INPATIENT CARE NPSR | 622110 | $660,360,576 | $660,360,576 | |
| OUTPATIENT CARE NPSR | 622110 | $557,743,144 | $557,743,144 | |
| EMERGENCY CARE NPSR | 622110 | $49,076,502 | $49,076,502 | |
| SERVICES TO AFFILIATES | 622110 | $18,399,661 | $18,399,661 | |
| OUTPATIENT LABS NPSR | 622110 | $15,250,903 | $15,005,842 | $245,061 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,065,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,065,810 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,303,896,596 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,354,251 | TotalRevenueColumnAmt |
| Exclusion | $8,354,251 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,615,477 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,009,631 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $605,846 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $605,846 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $605,846 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| REBATES & REFUNDS | 622110 | $10,213,455 | $10,213,455 | |
| INSURANCE PREM REBATE | 525100 | $8,714,007 | $8,714,007 | |
| CAFETERIA & GIFT SHOP | 722514 | $5,237,316 | $5,237,316 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,975,238 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,202,678 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $122,889 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,649,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,140,016 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,345,922,175 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,326,781,675 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $973,796 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,241,238 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,830 | TotalAmt |
| Program Services | $1,198,830 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,046,060 | TotalAmt |
| Program Services | $7,761,294 | ProgramServicesAmt |
| Management And General | $284,766 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,582,389 | TotalAmt |
| Program Services | $2,490,993 | ProgramServicesAmt |
| Management And General | $91,396 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,303,112 | TotalAmt |
| Program Services | $392,887,869 | ProgramServicesAmt |
| Management And General | $14,415,243 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,715,465 | TotalAmt |
| Program Services | $6,477,792 | ProgramServicesAmt |
| Management And General | $237,673 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,855,412 | TotalAmt |
| Program Services | $82,816,823 | ProgramServicesAmt |
| Management And General | $3,038,589 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,691,451 | TotalAmt |
| Program Services | $30,569,829 | ProgramServicesAmt |
| Management And General | $1,121,622 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,204,409 | TotalAmt |
| Program Services | $39,977,053 | ProgramServicesAmt |
| Management And General | $134,403,307 | ManagementAndGeneralAmt |
| Fundraising | $4,824,049 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,570 | TotalAmt |
| Management And General | $112,570 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,072 | TotalAmt |
| Fundraising | $104,072 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,150,032 | TotalAmt |
| Program Services | $88,082,017 | ProgramServicesAmt |
| Management And General | $5,068,015 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,951,234 | TotalAmt |
| Program Services | $3,945,007 | ProgramServicesAmt |
| Management And General | $6,227 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,440,946 | TotalAmt |
| Program Services | $29,629,643 | ProgramServicesAmt |
| Management And General | $7,811,303 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,986 | TotalAmt |
| Program Services | $676,986 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,304,647 | TotalAmt |
| Program Services | $9,304,647 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,223,773 | TotalAmt |
| Program Services | $50,453,895 | ProgramServicesAmt |
| Management And General | $6,769,878 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,073,664 | TotalAmt |
| Program Services | $4,073,664 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $191,984,569 | $191,984,569 | |
| PHARMACEUTICALS | $56,442,616 | $56,442,616 | |
| MEDICAID ASSESSMENT | $13,941,325 | $13,941,325 | |
| MAINTENANCE CONTRACTS | $13,197,925 | $12,836,774 | $361,151 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,805,123 | TotalAmt |
| Program Services | $14,787,392 | ProgramServicesAmt |
| Management And General | $17,731 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,006,610 | TotalAmt |
| Program Services | $1,040,339,018 | ProgramServicesAmt |
| Management And General | $173,739,471 | ManagementAndGeneralAmt |
| Fundraising | $4,928,121 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,662 | BOYAmt |
| EOY | $4,955,285 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,508,431 | BOYAmt |
| EOY | $155,388,057 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,164 | BOYAmt |
| EOY | $131,924 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,163,537 | BOYAmt |
| EOY | $15,184,120 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,186,579 | BOYAmt |
| EOY | $4,052,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,115,783,522 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $763,194,388 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,285,805 | BOYAmt |
| EOY | $352,589,134 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,349,982 | BOYAmt |
| EOY | $66,995,280 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,666,911 | BOYAmt |
| EOY | $6,549,091 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,559,905 | BOYAmt |
| EOY | $10,496,922 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,046,976 | BOYAmt |
| EOY | $616,342,012 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,048,795 | BOYAmt |
| EOY | $91,029,018 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,477,681 | BOYAmt |
| EOY | $3,772,292 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,328,170 | BOYAmt |
| EOY | $132,424,125 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,854,646 | BOYAmt |
| EOY | $227,225,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,192,330 | BOYAmt |
| EOY | $389,116,577 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,192,330 | BOYAmt |
| EOY | $389,116,577 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,046,976 | BOYAmt |
| EOY | $616,342,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $126,915,565 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,694,676 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$111,685,994 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (1) | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $112,570 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $112,570 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $112,570 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,740,016 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,551,900 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $24,422 | AdministrativeExpensesAmt |
| End Year Balance | $69,267,494 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,343,012 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,431,085 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $34,081 | AdministrativeExpensesAmt |
| End Year Balance | $65,740,016 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,293,148 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,071,580 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $21,716 | AdministrativeExpensesAmt |
| End Year Balance | $58,343,012 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,525,820 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,216,484 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,188 | AdministrativeExpensesAmt |
| End Year Balance | $55,293,148 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,284,199 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,259,003 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $17,382 | AdministrativeExpensesAmt |
| End Year Balance | $63,525,820 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,393,209 | OtherCostOrOtherBasisAmt |
| Book Value | $15,393,209 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $590,089,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $336,831,045 | DepreciationAmt |
| Book Value | $253,258,417 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,942,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,305,275 | DepreciationAmt |
| Book Value | $11,637,219 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $474,220,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $403,259,285 | DepreciationAmt |
| Book Value | $70,961,672 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,137,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,798,783 | DepreciationAmt |
| Book Value | $1,338,617 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $352,589,134 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| WORKERS COMPENSATION | $1,236,323 |
| DEFERRED COMPENSATION | $2,098,385 |
| ESTIMATED THIRD-PARTY SETTLEMENTS, NET | $22,890,682 |
| OPERATING LEASED LIABILITIES | $1,174,827 |
| ASSET RETIREMENT OBLIGATIONS | $141,497 |
| DUE TO AFFILIATES | $94,574,810 |
| PROFESSIONAL LIABILITY RESERVES | $10,307,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $132,424,125 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S ENDOWMENT FUNDS SUBSIDIZE THE COSTS OF PROVIDING SUPERIOR HEALTHCARE LEADING TO THE BEST POSSIBLE OUTCOME FOR EVERY PATIENT. THE COSTS ARE FOR PATIENT CARE, PATIENT EDUCATION, CONTINUING EDUCATION OF HEALTH CARE PROVIDERS, RESEARCH, AND CAPITAL EXPENDITURES. |
| PART X, LINE 2: | BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED, RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DOING GOOD DIGITAL LLC | ||||||||
| 668 N COAST HWY 224 | LAGUNA BEACH | CA | 92651 | MARKETING CONSULTING | 0 | $0 | $28,809 | -$28,809 |
| ZURI GROUP LLC | ||||||||
| 331 PARK AVE S 12TH FLOOR | NEW YORK | NY | 10010 | STRATEGY CONSULTING | 0 | $0 | $75,263 | -$75,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $104,072 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$104,072 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 400.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | 0 | FinancialAssistanceBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,788,233 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,098,973 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,689,260 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00790 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $38,427,593 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $25,382,773 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,044,820 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01070 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $51,215,826 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $28,481,746 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $22,734,080 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01860 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,869,082 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,869,082 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $43,733,483 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,310,834 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $24,422,649 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02000 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $136,494,500 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $17,851,502 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $118,642,998 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09730 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,443,812 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,443,812 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $183,540,877 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $37,162,336 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $146,378,541 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.12000 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $234,756,703 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $65,644,082 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $169,112,621 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.13860 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $217,680 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $217,680 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $217,680 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $217,680 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $7,114,388 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $468,540,383 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $547,860,594 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$79,320,211 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC HOSPITAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | HTTPS://LAHEY.ORG/ | WebsiteAddressTxt |
| State License | 2342 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | MEDICAL RESEARCH CONDUCTED UNDER THE LAHEY CLINIC, INC. | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART VI | OwnWebsiteURLTxt |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 24 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART VI | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART VI | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART VI | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART VI | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| LAHEY CLINIC HOSPITAL, INC. | PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION |
| LAHEY CLINIC HOSPITAL, INC. | PART V, SECTION B, LINE 11: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 5 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - LAHEY HEALTH OUTPATIENT SERVICES | ||||
| 67 SOUTH BEDFORD STREET1ST FLOOR | BURLINGTON | MA | 01805 | OUTPATIENT |
| 2 - LHMC DEPT OF ALLERGY & IMMUNOLOGY & OPHT | ||||
| 31 MALL ROAD 1ST FLOOR | BURLINGTON | MA | 01805 | OUTPATIENT |
| 3 - LHMC OUTPATIENT REHAB SERVICES AT DANVER | ||||
| 5 FEDERAL STREET GROUND FLOOR | DANVERS | MA | 01923 | OUTPATIENT |
| 4 - LAHEY OUTPATIENT CENTERLEXINGTON - MRI | ||||
| 16 HAYDEN AVENUEGROUND FLOOR | LEXINGTON | MA | 02421 | OUTPATIENT |
| 5 - LHMC WEIGHT LOSS CENTER | ||||
| 50 MALL ROADSUITE G-03 | BURLINGTON | MA | 01805 | OUTPATIENT |
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION | FOR SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS--COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSLAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LAHEY CLINIC HOSPITAL) AFFILIATION BETH ISRAEL LAHEY HEALTH (BILH) IS THE SOLE MEMBER OF LAHEY CLINIC HOSPITAL. THE BILH NETWORK OF AFFILIATES IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND PARTS OF SOUTHERN NEW HAMPSHIRE AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,900 PHYSICIANS AND 39,000 EMPLOYEES. AT THE HEART OF BILH IS THE BELIEF THAT EVERYONE DESERVES HIGH-QUALITY, AFFORDABLE HEALTH CARE, AND THIS BELIEF IS WHAT DRIVES EACH AFFILIATE TO WORK WITH COMMUNITY PARTNERS ACROSS THE REGION TO PROMOTE HEALTH, EXPAND ACCESS, AND DELIVER THE BEST CARE IN THE COMMUNITIES BILH SERVES. BILH'S COMMUNITY BENEFITS STAFF ARE COMMITTED TO WORKING COLLABORATIVELY WITH BILH'S COMMUNITIES TO ADDRESS THE LEADING HEALTH ISSUES AND CREATE A HEALTHY FUTURE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES.BILH'S PURPOSE STATEMENT ARTICULATES THE IMPACT BILH AND EACH AFFILIATE STRIVES TO MAKE IN THE COMMUNITIES SERVED. BILH'S SHARED VALUES GUIDE EACH ENTITY'S DAILY EFFORTS AND KEEP EACH AFFILIATE ALIGNED IN THE PURSUIT OF THE BILH PURPOSE, SHOWING HOW "WE CARE" FOR PATIENTS, EACH OTHER, AND THE COMMUNITIES SERVED.PURPOSE STATEMENT: BILH CREATES HEALTHIER COMMUNITIES -- ONE PERSON AT A TIME -- THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE, INNOVATION AND EQUITY.BILH WE CARE VALUES:WELLBEING. WE PROVIDE A HEALTH-FOCUSED WORKPLACE AND SUPPORT A HEALTHY WORK-LIFE BALANCE.EMPATHY. WE DO OUR BEST TO UNDERSTAND OTHERS' FEELINGS, NEEDS AND PERSPECTIVES.COLLABORATION. WE WORK TOGETHER TO ACHIEVE EXTRAORDINARY RESULTS.ACCOUNTABILITY. WE HOLD OURSELVES AND EACH OTHER TO BEHAVIORS NECESSARY TO ACHIEVE OUR COLLECTIVE GOALS.RESPECT. WE VALUE DIVERSITY AND TREAT ALL MEMBERS OF OUR COMMUNITY WITH DIGNITY AND INCLUSIVENESS.EQUITY. EVERYONE HAS THE OPPORTUNITY TO ATTAIN THEIR FULL POTENTIAL IN OUR WORKPLACE AND THROUGH THE CARE WE PROVIDE.ADDITIONAL INFORMATION ABOUT THE BILH SYSTEM AND ITS ACCOMPLISHMENTS ARE FURTHER BELOW IN THIS FORM 990 SCHEDULE H NARRATIVE SUPPORT IN THE SECTION NOTED AS "AFFILIATED HEALTH CARE SYSTEM AND ACCOMPLISHMENTS."LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS MISSION STATEMENT AT LAHEY CLINIC HOSPITAL OUR MISSION GUIDES US TOWARD SUCCESS. LAHEY CLINIC HOSPITAL IS COMMITTED TO PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES FOR EVERY PATIENT, EXCEEDING OUR PATIENTS' HIGH EXPECTATIONS FOR SERVICE EACH DAY, ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE DIVERSE COMMUNITIES IT SERVES. THE FOLLOWING ANNUAL REPORT PROVIDES SPECIFIC DETAILS ON HOW LAHEY CLINIC HOSPITAL IS HONORING ITS COMMITMENT AND INCLUDES INFORMATION ON ITS COMMUNITY BENEFITS SERVICE AREA (CBSA), COMMUNITY HEALTH PRIORITIES, TARGET POPULATIONS, COMMUNITY PARTNERS, AND DETAILED DESCRIPTIONS OF ITS COMMUNITY BENEFITS PROGRAMS AND THEIR IMPACT. LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS MISSION IS FULFILLED BY:- INVOLVING LAHEY CLINIC HOSPITAL STAFF, INCLUDING ITS LEADERSHIP AND DOZENS OF COMMUNITY PARTNERS, IN THE CHNA PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION AND OVERSIGHT OF THE THREE-YEAR IMPLEMENTATION STRATEGY;- ENGAGING AND LEARNING FROM RESIDENTS THROUGHOUT THE HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA (CBSA) IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, WITH SPECIAL ATTENTION FOCUSED ON ENGAGING DIVERSE PERSPECTIVES, FROM THOSE, PATIENTS AND NON-PATIENTS ALIKE, WHO ARE OFTEN LEFT OUT OF SIMILAR ASSESSMENT, PLANNING AND PROGRAM IMPLEMENTATION PROCESSES;- ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) TO UNDERSTAND UNMET HEALTH-RELATED AND IDENTIFY COMMUNITIES AND POPULATIONS SEGMENTS DISPROPORTIONATELY IMPACTED BY HEALTH ISSUES AND OTHER SOCIAL, ECONOMIC AND SYSTEMIC FACTORS;- IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN LAHEY CLINIC HOSPITAL'S CBSA THAT ADDRESS THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH, BARRIERS TO ACCESSING CARE, AS WELL AS PROMOTE HEALTH EQUITY TO IMPROVE THE HEALTH STATUS OF THOSE WHO ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, EXPERIENCE POVERTY, AND HAVE BEEN HISTORICALLY UNDERSERVED;- PROMOTING HEALTH EQUITY BY ADDRESSING INEQUITIES, AND ENSURING THAT ALL PATIENTS ARE WELCOMED AND RECEIVE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE; AND- FACILITATING COLLABORATION AND PARTNERSHIP WITHIN AND ACROSS SECTORS (E.G., STATE/LOCAL PUBLIC HEALTH AGENCIES, HEALTHCARE PROVIDERS, SOCIAL SERVICE ORGANIZATIONS, BUSINESSES, ACADEMIC INSTITUTIONS, COMMUNITY HEALTH COLLABORATIVES, AND OTHER COMMUNITY HEALTH ORGANIZATIONS) TO ADVOCATE FOR, SUPPORT AND IMPLEMENT EFFECTIVE HEALTH POLICIES, COMMUNITY PROGRAMS AND SERVICES.COMMUNITY BENEFITS FINANCIAL SUMMARY DURING THE FISCAL YEAR COVERED BY THIS FILING, LAHEY CLINIC HOSPITAL PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $3,312,894 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMLAHEY CLINIC HOSPITAL'S BOARD OF TRUSTEES ALONG WITH ITS CLINICAL AND ADMINISTRATIVE STAFF IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF RESIDENTS THROUGHOUT ITS CBSA AND BEYOND. WORLD-CLASS CLINICAL EXPERTISE, EDUCATION AND RESEARCH ALONG WITH AN UNDERLYING COMMITMENT TO HEALTH EQUITY ARE THE PRIMARY TENETS OF ITS MISSION. LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS DEPARTMENT, UNDER THE DIRECT OVERSIGHT OF LAHEY CLINIC HOSPITAL'S BOARD OF TRUSTEES, IS DEDICATED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS AND WILL CONTINUE TO DO SO IN ORDER TO MEET ITS COMMUNITY BENEFITS OBLIGATIONS. HOSPITAL SENIOR LEADERSHIP IS ACTIVELY ENGAGED IN THE DEVELOPMENT AND IMPLEMENTATION OF LAHEY CLINIC HOSPITAL'S IMPLEMENTATION STRATEGY, ENSURING THAT HOSPITAL POLICIES AND RESOURCES ARE ALLOCATED TO SUPPORT PLANNED ACTIVITIES. THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS PROGRAM IS SPEARHEADED BY A TEAM OF COMMUNITY BENEFITS SENIOR LEADERS INCLUDING THE VICE PRESIDENT OF COMMUNITY BENEFITS AND MANAGER OF COMMUNITY BENEFITS. THE VICE PRESIDENT HAS DIRECT ACCESS TO AND IS ACCOUNTABLE TO THE CHIEF COMMUNITY AND HEALTH IMPACT OFFICER, BILH AND LAHEY CLINIC HOSPITAL PRESIDENT. IT IS THE RESPONSIBILITY OF THESE LEADERS TO ENSURE THAT COMMUNITY BENEFITS IS ADDRESSED BY THE ENTIRE ORGANIZATION AND THAT THE NEEDS OF COHORTS WHO HAVE BEEN HISTORICALLY UNDERSERVED ARE CONSIDERED EVERY DAY IN DISCUSSIONS ON RESOURCE ALLOCATION, POLICIES, AND PROGRAM DEVELOPMENT. THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WORKS IN COLLABORATION WITH LAHEY CLINIC HOSPITAL LEADERSHIP, INCLUDING THE HOSPITAL'S GOVERNING BOARD AND SENIOR MANAGEMENT TO SUPPORT LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS MISSION TO SERVE ITS PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND TO CREATE A HEALTHY FUTURE FOR THEM, THEIR FAMILIES, AND LAHEY CLINIC HOSPITAL'S COMMUNITY. THE CBAC PROVIDES INPUT INTO THE DEVELOPMENT AND IMPLEMENTATION OF LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS PROGRAMS IN FURTHERANCE OF THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS MISSION. THE MEMBERSHIP OF LAHEY CLINIC HOSPITAL CBAC ASPIRES TO BE REPRESENTATIVE OF THE CONSTITUENCIES AND PRIORITY COHORTS SERVED BY LAHEY CLINIC HOSPITAL'S PROGRAMMATIC ENDEAVORS, AS WELL AS THOSE FROM CORPORATE AND NON-PROFIT COMMUNITY ORGANIZATIONS. |
| LAHEY CLINIC HOSPITAL'S CBAC MEMBERS INCLUDE: | - JEAN BUSHNELL, RESIDENT, TOWN OF BEDFORD - SHARON CAMERON, EXECUTIVE DIRECTOR, PEABODY HEALTH DEPARTMENT - STEPHANIE CRONIN, EXECUTIVE DIRECTOR, MIDDLESEX 3 COALITION - MICHELE CRAIG, DIRECTOR OF COMMUNITY BENEFITS, BETH ISRAEL LAHEY HEALTH - PAULINA DO, RESIDENT, CITY OF LOWELL - RYAN RIBEIRO-RODRIGUEZ, CHIEF OPERATIONS OFFICER, NORTH SHORE COMMUNITY HEALTH, INC.- GLORIA WOJTASZEK, FAMILY AND COMMUNITY ENGAGEMENT, BURLINGTON PUBLIC SCHOOLS - KELLY MAGEE-WRIGHT, EXECUTIVE DIRECTOR, MINUTEMAN SENIOR SERVICES - ELVIRA OMEROVIC, DIRECTOR OF SITE OPERATIONS, BETH ISRAEL LAHEY HEALTH PRIMARY CARE - RICK PARKER, EXECUTIVE DIRECTOR, GREATER BURLINGTON CHAMBER OF COMMERCE - MICHELLE SNYDER, COMMUNITY BENEFITS AND COMMUNITY RELATIONS MANAGER, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS- SUSAN MOFFATT-BRUCE, MD, PHD, PRESIDENT, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS; LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS BOARD OF TRUSTEES- ERICA SCHWARTZ, EXECUTIVE DIRECTOR, HOUSING CORPORATION OF ARLINGTON- RENATA IVNISKAYA, NURSING DIRECTOR, RESIDENTIAL SERVICES, NORTHEAST ARC- BRIAN QUIGLEY, AMBULATORY TRANSPLANT SOCIAL WORKER, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS- LAUREN KNOWLES, DIRECTOR OF INTERPROFESSIONAL EDUCATION; INSTRUCTOR OF MEDICINE, UMASS CHAN SCHOOL-LAHEY COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGYMOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT--INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY (IS) PURSUANT TO FEDERAL GUIDELINES, IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. LAHEY CLINIC HOSPITAL COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER 2025. THAT CHNA WAS APPROVED BY THE LAHEY CLINIC HOSPITAL BOARD OF TRUSTEES ON SEPTEMBER 8, 2025. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO ADOPTED BY THE BOARD ON SEPTEMBER 8, 2025 WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER 501(R). (SCHEDULE H, PART V, SECTION B, LINE 3)THE CHNA AND THE ASSOCIATED IS REPRESENT THE CULMINATION OF A YEAR OF WORK AND WERE BORNE LARGELY OF LAHEY CLINIC HOSPITAL'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA (CBSA) WITH AN EMPHASIS ON THOSE WHO ARE MOST DISADVANTAGED. THE PROJECT ALSO FULFILLS THE COMMONWEALTH ATTORNEY GENERAL'S OFFICE AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT LAHEY CLINIC HOSPITAL ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW LAHEY CLINIC HOSPITAL, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT(S), WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.2025 COMMUNITY HEALTH NEEDS ASSESSMENT--PRIORITY GEOGRAPHY AND COHORTSAS NOTED ABOVE, LAHEY CLINIC HOSPITAL COMPLETED ITS LAST ASSESSMENT IN SEPTEMBER 2025. THE GEOGRAPHICAL FOCUS OF LAHEY CLINIC HOSPITAL'S MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) ENCOMPASSES THE MUNICIPALITIES OF ARLINGTON, BEDFORD, BILLERICA, BURLINGTON, DANVERS, LEXINGTON, LOWELL, LYNNFIELD, AND PEABODY. COMMUNITY HEALTH ISSUES AND PRIORITY COHORTS FOR LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COLLABORATIVE COMMUNITY ENGAGEMENT AND PLANNING PROCESS FROM A CHNA THAT IS CONDUCTED EVERY THREE YEARS IN ACCORDANCE WITH THE REQUIREMENTS UNDER IRC SECTION 501(R). LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS INVESTMENTS AND RESOURCES FOCUS ON IMPROVING THE HEALTH STATUS OF THOSE WHO ARE MEDICALLY-UNDERSERVED, EXPERIENCE POVERTY OR FACE THE GREATEST HEALTH DISPARITIES IN THE COMMUNITIES OF ARLINGTON, BEDFORD, BILLERICA, BURLINGTON, DANVERS, LEXINGTON, LOWELL, LYNNFIELD, PEABODY IN ITS CBSA, AS FOLLOWS:- YOUTH - LOW-RESOURCED POPULATIONS - INDIVIDUALS LIVING WITH DISABILITIES- OLDER ADULTS - RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONS2025 COMMUNITY HEALTH NEEDS ASSESSMENT--SUMMARY OF APPROACH AND METHODSLAHEY CLINIC HOSPITAL'S CHNA APPROACH INVOLVED EXTENSIVE DATA COLLECTION ACTIVITIES, SUBSTANTIAL EFFORTS TO ENGAGE THE HOSPITAL'S PARTNERS AND COMMUNITY RESIDENTS, AND THOUGHTFUL PRIORITIZATION, PLANNING, AND REPORTING PROCESSES. THROUGHOUT THE CHNA PROCESS, EFFORTS WERE MADE TO UNDERSTAND THE NEEDS OF THE COMMUNITIES ENCOMPASSING LAHEY CLINIC HOSPITAL'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. LAHEY CLINIC HOSPITAL'S UNDERSTANDING OF THESE COMMUNITIES' NEEDS IS DERIVED FROM COLLECTING A WIDE RANGE OF QUANTITATIVE DATA TO IDENTIFY DISPARITIES AND CLARIFY THE NEEDS OF SPECIFIC COMMUNITIES AND COMPARING IT AGAINST DATA COLLECTED AT THE REGIONAL AND STATE LEVELS WHEREVER POSSIBLE TO SUPPORT ANALYSIS AND THE PRIORITIZATION PROCESS, AS WELL AS EMPLOYING A VARIETY OF STRATEGIES TO ENSURE COMMUNITY MEMBERS WERE INFORMED, CONSULTED, INVOLVED, AND EMPOWERED THROUGHOUT THE ASSESSMENT PROCESS. THE CHNA AND IS DEVELOPMENT PROCESS WAS GUIDED BY THE FOLLOWING PRINCIPLES: EQUITY, ACCOUNTABILITY, COMMUNITY ENGAGEMENT, AND IMPACT.THIS 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT IS AN INTEGRAL PART OF LAHEY CLINIC HOSPITAL'S POPULATION HEALTH AND COMMUNITY ENGAGEMENT EFFORTS. IT SUPPLIES VITAL INFORMATION THAT IS APPLIED TO MAKE SURE THAT THE SERVICES AND PROGRAMS THAT LAHEY CLINIC HOSPITAL PROVIDES ARE APPROPRIATELY FOCUSED, DELIVERED IN WAYS THAT ARE RESPONSIVE TO THOSE IN ITS CBSA, AND ADDRESS UNMET COMMUNITY NEEDS. THIS ASSESSMENT, ALONG WITH THE ASSOCIATED PRIORITIZATION AND PLANNING PROCESSES, ALSO PROVIDES A CRITICAL OPPORTUNITY FOR LAHEY CLINIC HOSPITAL TO ENGAGE THE COMMUNITY AND STRENGTHEN THE COMMUNITY PARTNERSHIPS THAT ARE ESSENTIAL TO LAHEY CLINIC HOSPITAL'S SUCCESS NOW AND IN THE FUTURE. THE ASSESSMENT ENGAGED MORE THAN 1,500 PEOPLE FROM ACROSS THE CBSA, INCLUDING LOCAL PUBLIC HEALTH OFFICIALS, CLINICAL AND SOCIAL SERVICE PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, FIRST RESPONDERS (E.G., POLICE, FIRE DEPARTMENT, AND AMBULANCE OFFICIALS), FAITH LEADERS, GOVERNMENT OFFICIALS, AND COMMUNITY RESIDENTS.BETWEEN JUNE 2024 AND SEPTEMBER 2025, LAHEY CLINICAL HOSPITAL CONDUCTED 15 ONE-ON-ONE AND GROUP INTERVIEWS WITH COLLABORATORS IN THE COMMUNITY, FACILITATED FIVE FOCUS GROUPS WITH SEGMENTS OF THE POPULATION FACING THE GREATEST HEALTH-RELATED DISPARITIES, ADMINISTERED A COMMUNITY HEALTH SURVEY INVOLVING MORE THAN 1,500 RESIDENTS, AND ORGANIZED A COMMUNITY LISTENING SESSION THAT ENGAGED 33 PARTICIPANTS (SCHEDULE H, PART V, SECTION B).2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--DETAIL OF APPROACH AND METHODSLAHEY CLINIC HOSPITAL RELIED ON NUMEROUS PRIMARY AND SECONDARY DATA SOURCES TO ANALYZE THE HEALTH STATUS AND NEED LEVEL THROUGHOUT THEIR CBSA. LAHEY CLINIC HOSPITAL COLLECTED DATA FROM A NUMBER OF SOURCES INCLUDING PRIMARY QUANTITATIVE AND QUALITATIVE DATA, AS WELL AS SECONDARY DATA. EXAMPLES OF SECONDARY DATA SOURCES THAT LAHEY CLINIC HOSPITAL LEVERAGED INCLUDED: |
| - BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY (2021-2022) | - CENTERS FOR DISEASE CONTROL GEOSPATIAL RESEARCH, ANALYSIS, AND SERVICES PROGRAM (2018-2022)- CENTERS FOR DISEASE CONTROL AGENCY FOR TOXIC SUBSTANCES AND DISEASE REGISTRY (2022)- CENTERS FOR MEDICARE AND MEDICAID SERVICES GEOSPATIAL RESEARCH, ANALYSIS AND SERVICES PROGRAM (2018-2022)- MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2020-2021)- FBI UNIFORM CRIME REPORTS (2019)- MASSACHUSETTS DEPARTMENT OF ECONOMIC RESEARCH, LABOR MARKET INFORMATION (2020-2021)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2024)- MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2019)- MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL DISCHARGES (2024)- MASSACHUSETTS DEATH REPORT, COMMUNITY PROFILES (2024)- ROBERT WOOD JOHNSON COUNTRY HEALTH RANKINGS (2022, 2023, 2024)- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2019-2023)- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY POPULATION CHANGE (2019-2023)- U.S. DEPARTMENT OF AGRICULTURE: AGRICULTURE MARKETING SERVICE (2023)- U.S. DEPARTMENT OF AGRICULTURE: RETAILER LOCATOR (2024)2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--COMMUNITY INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)BETWEEN JUNE 2024 AND SEPTEMBER 2025, LAHEY CLINIC HOSPITAL WORKED WITH COLLABORATORS TO CONDUCT 15 ONE-ON-ONE AND GROUP INTERVIEWS WITH KEY COLLABORATORS FROM THE COMMUNITY, INCLUDING REPRESENTATIVES FROM COMMUNITY-BASED ORGANIZATIONS, CLINICAL AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED/APPOINTED OFFICIALS, AND OTHERS THROUGHOUT LAHEY CLINIC HOSPITAL CBSA. DISCUSSIONS EXPLORED INTERVIEWEES' EXPERIENCES OF ADDRESSING COMMUNITY NEEDS AND OPPORTUNITIES FOR FUTURE ALIGNMENT, COORDINATION AND EXPANSION OF SERVICES, INITIATIVES AND POLICIES. A LIST OF COMMUNITY INTERVIEWEES IS INCLUDED IN APPENDIX A OF THE CHNA REPORT THAT IS POSTED ON LAHEY CLINIC HOSPITAL'S WEBSITE. THESE INDIVIDUALS AND GROUPS WERE CHOSEN TO AMASS A REPRESENTATIVE GROUP OF PEOPLE WHO HAD THE EXPERIENCE NECESSARY TO PROVIDE INSIGHT ON THE HEALTH OF COMMUNITIES IN LAHEY CLINIC HOSPITAL'S CBSA. INTERVIEWS WERE CONDUCTED USING A STANDARD INTERVIEW GUIDE. INTERVIEWS FOCUSED ON IDENTIFYING THE BIGGEST HEALTH-RELATED CONCERNS/ISSUES, AS WELL AS THE BARRIERS AND/OR CHALLENGES FOR ACCESSING RESOURCES AND SERVICES AMONG THOSE THEY SERVE AND/OR THOSE LIVING IN THE COMMUNITY, INCLUDING POSSIBLE STRATEGIES TO ADDRESS THOSE CONCERNS.2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--FOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)ACROSS ALL FOUR COMPONENTS OF THE CHNA, LAHEY CLINIC HOSPITAL CONDUCTED 5 COMMUNITY FOCUS GROUPS AND HELD A COMMUNITY LISTENING SESSION THAT ENGAGED 1,500 PEOPLE IN LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA (CBSA) TO GATHER CRITICAL COMMUNITY INPUT FROM COMMUNITY RESIDENTS AND STAKEHOLDERS. THESE FOCUS GROUPS AND LISTENING SESSIONS WERE ORGANIZED IN COLLABORATION WITH OTHER BETH ISRAEL LAHEY HEALTH (BILH) HOSPITALS.LAHEY CLINIC HOSPITAL WAS INTENTIONAL IN ENSURING THAT VARIED EXPERIENCES AND PERSPECTIVES, REFLECTIVE OF LAHEY CLINIC HOSPITAL CBSA AND THE COMMUNITY AT LARGE, WERE SHARED THROUGHOUT THE CHNA AND IS PROCESS. TO REACH A BROAD RANGE OF COMMUNITY MEMBERS, ALL COMMUNITY SURVEYS, FOCUS GROUPS AND INTERVIEWS WERE CONDUCTED WITH A FOCUS ON COMMUNITY REPRESENTATIVENESS. FOR EXAMPLE, THE SURVEY WAS ADMINISTERED ONLINE AND VIA HARD COPY IN THIRTEEN LANGUAGES. FURTHERMORE, EXTENSIVE OUTREACH WAS CONDUCTED VIA SOCIAL MEDIA, INSTITUTIONAL NEWSLETTERS, EMAILS TO LARGE NETWORKS, PUBLIC LIBRARIES, COMMUNITY EVENTS, AND PUBLIC AND/OR SENIOR HOUSING BUILDINGS TO HELP ENSURE APPROPRIATE REPRESENTATION IN THE CHNA. THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WAS ALSO INTEGRALLY INVOLVED IN PROVIDING INPUT ON COMMUNITY NEEDS AND PRIORITIZING THE LEADING HEALTH ISSUES. THE CBAC MET FIVE TIMES DURING THE COURSE OF THE ASSESSMENT. THEY PROVIDED INPUT REGARDING THE CHNA OVERALL AND GUIDED THE PRIORITIZATION AND PLANNING PHASE, CONDUCTING OUTREACH TO COMMUNITY VOICES THAT HAVE HISTORICALLY BEEN LEFT OUT OF SIMILAR PROCESSES. 2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--REVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTSTHE LAHEY CLINIC HOSPITAL'S CBAC WAS ENGAGED AT THE OUTSET OF THE STRATEGIC PLANNING AND REPORTING PHASE OF THE PROJECT. THE CBAC WAS UPDATED ON ASSESSMENT PROGRESS AND WAS PROVIDED THE OPPORTUNITY TO VET AND COMMENT ON PRELIMINARY FINDINGS. THE CBAC THEN PARTICIPATED IN A PRIORITIZATION PROCESS USING A SET OF ANONYMOUS POLLS, WHICH ALLOWED THEM TO IDENTIFY A SET OF COMMUNITY HEALTH PRIORITIES AND POPULATION COHORTS THAT THEY BELIEVED SHOULD BE CONSIDERED FOR PRIORITIZATION AS LAHEY CLINIC HOSPITAL DEVELOPED ITS IMPLEMENTATION STRATEGY (IS). AFTER PRIORITIZATION WITH THE CBAC, A COMMUNITY LISTENING SESSION WAS ORGANIZED WITH THE PUBLIC-AT-LARGE, INCLUDING COMMUNITY RESIDENTS, REPRESENTATIVES FROM CLINICAL AND SOCIAL SERVICE PROVIDERS, AND OTHER COMMUNITY-BASED ORGANIZATIONS THAT PROVIDE SERVICES THROUGHOUT THE CBSA. USING THE SAME SET OF ANONYMOUS POLLS, COMMUNITY LISTENING SESSION PARTICIPANTS WERE ASKED TO PRIORITIZE THE ISSUES THAT THEY BELIEVED WERE MOST IMPORTANT. THE SESSION ALSO ALLOWED PARTICIPANTS TO SHARE THEIR IDEAS ON EXISTING COMMUNITY STRENGTHS AND ASSETS, AS WELL AS THE SERVICES, PROGRAMS, AND STRATEGIES THAT SHOULD BE IMPLEMENTED TO ADDRESS THE ISSUES IDENTIFIED. THE CBAC ANALYZED LISTENING SESSION DATA AND INTEGRATED COMMUNITY INPUT INTO THE FINAL PRIORITIZATION. AFTER THE PRIORITIZATION PROCESS, A CHNA REPORT WAS DEVELOPED AND LAHEY CLINIC HOSPITAL'S EXISTING IS WAS AUGMENTED, REVISED, AND TAILORED. WHEN DEVELOPING THE IS, LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS STAFF RETAINED COMMUNITY HEALTH INITIATIVES THAT WORKED WELL AND ALIGNED WITH THE PRIORITIES FROM THE 2025 CHNA.AFTER DRAFTS OF THE LAHEY CLINIC HOSPITAL CHNA REPORT AND IS WERE DEVELOPED, THEY WERE SHARED WITH LAHEY CLINIC HOSPITAL'S SENIOR LEADERSHIP TEAM FOR INPUT AND COMMENT. THE HOSPITAL'S COMMUNITY BENEFITS STAFF THEN REVIEWED THESE INPUTS AND INCORPORATED ELEMENTS, AS APPROPRIATE, BEFORE THE FINAL 2025 CHNA REPORT AND 2026-2028 IS WERE SUBMITTED TO LAHEY CLINIC HOSPITAL'S BOARD OF TRUSTEES FOR APPROVAL. AFTER THE BOARD OF TRUSTEES FORMALLY APPROVED THE 2025 CHNA REPORT AND ADOPTED THE 2026-2028 IS, THESE DOCUMENTS WERE POSTED ON LAHEY CLINIC HOSPITAL'S WEBSITE, ALONGSIDE THE 2022 CHNA REPORT AND 2023-2025 IS, FOR EASY VIEWING AND DOWNLOAD. AS WITH ALL LAHEY CLINIC HOSPITAL CHNA PROCESSES, THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC WHENEVER REQUESTED, ANONYMOUSLY AND FREE OF CHARGE. IT SHOULD ALSO BE NOTED THAT THE HOSPITAL'S COMMUNITY BENEFITS STAFF HAVE MECHANISMS IN PLACE TO RECEIVE WRITTEN COMMENTS ON THE MOST RECENT CHNA AND IS, ALTHOUGH NO COMMENTS HAVE BEEN RECEIVED SINCE THE LAST CHNA AND IS WERE MADE AVAILABLE2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--KEY FINDINGSLAHEY CLINIC HOSPITAL'S PRIORITY COHORTS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDING SEPTEMBER 30, 2025, WERE:- YOUTH- LOW-RESOURCED POPULATIONS- INDIVIDUALS LIVING WITH DISABILITIES- OLDER ADULTS- RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULATIONSLAHEY CLINIC HOSPITAL'S CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS: |
| - EQUITABLE ACCESS TO CARE: IN THE CONTEXT OF THE HEALTHCARE SYSTEM, | SYSTEMIC FACTORS INCLUDE A BROAD RANGE OF DIFFERENT CONSIDERATIONS THAT INFLUENCE A PERSON'S ABILITY TO ACCESS TIMELY, EQUITABLE, ACCESSIBLE, AND HIGH-QUALITY SERVICES. THERE IS A GROWING APPRECIATION FOR THE IMPORTANCE OF THESE FACTORS AS THEY ARE SEEN AS CRITICAL TO ENSURING THAT PEOPLE CAN FIND, ACCESS, AND ENGAGE IN THE SERVICES THEY NEED, COMMUNICATE WITH CLINICAL AND SOCIAL SERVICE PROVIDERS, AND TRANSITION SEAMLESSLY FROM ONE SERVICE SETTING TO ANOTHER. THE ASSESSMENT GATHERED INFORMATION RELATED TO PERCEPTIONS OF SERVICE GAPS, BARRIERS TO ACCESS (E.G., COST OF CARE, HEALTH INSURANCE STATUS, LANGUAGE ACCESS, CULTURAL COMPETENCE), CARE COORDINATION, AND INFORMATION SHARING.- SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT) CONTINUE TO HAVE A MASSIVE IMPACT ON MANY SEGMENTS OF THE POPULATION. THE SOCIAL DETERMINANTS OF HEALTH ARE "THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS." THESE CONDITIONS INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN THE CBSA. RESEARCH SHOWS THAT SUSTAINED SUCCESS IN COMMUNITY HEALTH IMPROVEMENT AND ADDRESSING HEALTH DISPARITIES RELIES ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THAT LEAD TO POOR HEALTH OUTCOMES AND DRIVE HEALTH INEQUITIES. THE ASSESSMENT GATHERED A RANGE OF INFORMATION RELATED TO HOUSING, FOOD INSECURITY, ECONOMIC INSECURITY, EDUCATION, ACCESS TO CARE/NAVIGATION ISSUES, AND OTHER IMPORTANT SOCIAL FACTORS. THERE IS LIMITED QUANTITATIVE DATA IN THE AREA OF SOCIAL DETERMINANTS OF HEALTH. DESPITE THIS, INFORMATION GATHERED THROUGH INTERVIEWS, FOCUS GROUPS, SURVEYS, AND THE LISTENING SESSION REINFORCED THAT THESE ISSUES HAVE THE GREATEST IMPACT ON HEALTH STATUS AND ACCESS TO CARE IN THE REGION - ESPECIALLY ISSUES RELATED TO HOUSING, FOOD INSECURITY/NUTRITION, TRANSPORTATION, AND ECONOMIC STABILITY.- HIGH RATES OF SUBSTANCE USE (E.G., ALCOHOL, PRESCRIPTION DRUG/OPIOIDS, MARIJUANA) AND MENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY AND STRESS). SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE LAHEY CLINIC HOSPITAL'S CBSA; THE OPIOID EPIDEMIC CONTINUED TO BE AN AREA OF FOCUS AND CONCERN, AND THERE WAS RECOGNITION OF THE LINKS AND IMPACTS ON OTHER COMMUNITY HEALTH PRIORITIES, INCLUDING MENTAL HEALTH, HOUSING, AND HOMELESSNESS. INTERVIEWEES, FOCUS GROUPS, AND COMMUNITY LISTENING SESSION PARTICIPANTS IDENTIFIED STIGMA AS A BARRIER TO TREATMENT AND REPORTED A NEED FOR PROGRAMS THAT ADDRESS COMMON CO-OCCURRING ISSUES (E.G., MENTAL HEALTH ISSUES, HOMELESSNESS).- HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). IN THE COMMONWEALTH, CHRONIC CONDITIONS LIKE CANCER, HEART DISEASE, CHRONIC LOWER RESPIRATORY DISEASE, AND STROKE ACCOUNT FOR FOUR OF THE SIX LEADING CAUSES OF DEATH STATEWIDE, AND IT IS ESTIMATED THAT THERE ARE MORE THAN $41 BILLION IN ANNUAL COSTS ASSOCIATED WITH CHRONIC DISEASE. PERHAPS MOST SIGNIFICANTLY, CHRONIC DISEASES ARE LARGELY PREVENTABLE DESPITE THEIR HIGH PREVALENCE AND DRAMATIC IMPACT ON INDIVIDUALS AND SOCIETYTHE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, AND THE ASSOCIATED IMPLEMENTATION STRATEGY ADOPTED FROM THIS PROCESS WERE DESIGNED TO INFORM LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2026, SEPTEMBER 30, 2027, AND SEPTEMBER 30, 2028. LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES AND ACCOMPLISHMENTS WHICH ARE REPORTED IN THIS FORM 990 SCHEDULE H WERE INFORMED BY THE HOSPITAL'S PREVIOUS CHNA AND IMPLEMENTATION STRATEGY AND ARE PROVIDED IN MORE DETAIL BELOW.PRIOR COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFITS ACTIVITIES REPORTED IN THIS FORM 990 SCHEDULE HAS NOTED THROUGHOUT THIS FORM 990 SCHEDULE H, LAHEY CLINIC HOSPITAL MOST RECENTLY COMPLETED CHNA WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 (TAX YEAR 2024) AND THE FIRST YEAR OF ACCOMPLISHMENTS UNDER THAT CHNA AND IMPLEMENTATION STRATEGY (IS) WILL BE REPORTED IN THE FORM 990 FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2026. THE PRIOR CHNA AND IS PROCESS WHICH WAS COMPLETED BY LAHEY CLINIC HOSPITAL DURING ITS FISCAL YEAR ENDING SEPTEMBER 30, 2022 AND INFORMED LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS OPERATIONS AND ACCOMPLISHMENTS REPORTED IN THIS FORM 990. 2022 COMMUNITY HEALTH NEEDS ASSESSMENT-- PRIORITY GEOGRAPHY AND COHORTSLAHEY CLINIC HOSPITAL COMPLETED ITS 2022 ASSESSMENT IN SEPTEMBER 2022. THE GEOGRAPHICAL FOCUS OF LAHEY CLINIC HOSPITAL'S 2022 CHNA ENCOMPASSED ARLINGTON, BEDFORD, BILLERICA, BURLINGTON, DANVERS, LEXINGTON, LOWELL, LYNNFIELD, AND PEABODY.THE LAHEY CLINIC HOSPITAL CBSA DOES NOT INCLUDE A CONTIGUOUS SET OF GEOGRAPHIC COMMUNITIES. RATHER, PER FEDERAL REQUIREMENTS, IT IS DEFINED AS THE CITIES AND TOWNS WHERE LAHEY CLINIC HOSPITAL OPERATES LICENSED FACILITIES. LAHEY CLINIC HOSPITAL'S CHNA FOCUSED ON IDENTIFYING THE LEADING COMMUNITY HEALTH NEEDS AND PRIORITY COHORTS LIVING AND/OR WORKING WITHIN ITS CBSA. WHILE LAHEY CLINIC HOSPITAL OPERATES A LICENSED FACILITY IN DANVERS, THIS SERVICE LOCATION IS WITHIN THE NORTHEAST HOSPITAL CORPORATION (NHC) CBSA. AS A RESULT, THE COMMUNITY BENEFITS ACTIVITIES FOR DANVERS HAVE BEEN DELEGATED TO NHC. THIS HELPS TO ENSURE THAT ACTIVITIES ARE PROPERLY COORDINATED AND ADDRESS THE IDENTIFIED NEEDS. COMMUNITY HEALTH ISSUES AND PRIORITY COHORTS FOR LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS INITIATIVES DRIVEN BY ITS PRIOR CHNA AND IS WERE IDENTIFIED THROUGH A COLLABORATIVE COMMUNITY ENGAGEMENT AND PLANNING PROCESS AND FROM A CHNA PROCESS THAT IS CONDUCTED EVERY THREE YEARS IN ACCORDANCE WITH THE REQUIREMENTS UNDER IRC SECTION 501(R).LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS INVESTMENTS AND RESOURCES UNDER THE PRIOR CHNA AND IS FOCUSED ON IMPROVING THE HEALTH STATUS OF THOSE WHO ARE MEDICALLY-UNDERSERVED, EXPERIENCED POVERTY OR FACE THE GREATEST HEALTH DISPARITIES IN THE COMMUNITIES OF ARLINGTON, BEDFORD, BILLERICA, BURLINGTON, DANVERS, LEXINGTON, LOWELL, LYNNFIELD, PEABODY IN ITS CBSA, AS FOLLOWS:- YOUTH - LOW-RESOURCED POPULATIONS - OLDER ADULTS - RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULAT2022 COMMUNITY HEALTH NEEDS ASSESSMENT--SUMMARY OF APPROACH AND METHODSSIMILAR TO LAHEY CLINIC HOSPITAL'S APPROACH AND METHODS FOR THE CHNA ADOPTED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE LAHEY CLINIC HOSPITAL'S PRIOR CHNA APPROACH INVOLVED EXTENSIVE DATA COLLECTION ACTIVITIES, SUBSTANTIAL EFFORTS TO ENGAGE THE HOSPITAL'S PARTNERS AND COMMUNITY RESIDENTS, AND THOUGHTFUL PRIORITIZATION, PLANNING, AND REPORTING PROCESSES. THROUGHOUT THE CHNA PROCESS, EFFORTS WERE MADE TO UNDERSTAND THE NEEDS OF THE COMMUNITIES ENCOMPASSING LAHEY CLINIC HOSPITAL'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. LAHEY CLINIC HOSPITAL'S UNDERSTANDING OF THESE COMMUNITIES' NEEDS IS DERIVED FROM COLLECTING A WIDE RANGE OF QUANTITATIVE DATA TO IDENTIFY DISPARITIES AND CLARIFY THE NEEDS OF SPECIFIC COMMUNITIES AND COMPARING IT AGAINST DATA COLLECTED AT THE REGIONAL, AND STATE LEVELS WHEREVER POSSIBLE TO SUPPORT ANALYSIS AND THE PRIORITIZATION PROCESS, AS WELL AS EMPLOYING A VARIETY OF STRATEGIES TO ENSURE COMMUNITY MEMBERS WERE INFORMED, CONSULTED, INVOLVED, AND EMPOWERED THROUGHOUT THE ASSESSMENT PROCESS. THE CHNA AND IS DEVELOPMENT PROCESS WAS GUIDED BY THE FOLLOWING PRINCIPLES: EQUITY, COLLABORATION, ENGAGEMENT, CAPACITY BUILDING, AND INTENTIONALITY.LAHEY CLINIC HOSPITAL'S 2022 CHNA APPROACH INVOLVED EXTENSIVE DATA COLLECTION ACTIVITIES, SUBSTANTIAL EFFORTS TO ENGAGE THE HOSPITAL'S PARTNERS AND COMMUNITY RESIDENTS, AND THOUGHTFUL PRIORITIZATION, PLANNING, AND REPORTING PROCESSES. THROUGHOUT THE CHNA PROCESS, EFFORTS WERE MADE TO UNDERSTAND THE NEEDS OF THE COMMUNITIES ENCOMPASSING LAHEY CLINIC HOSPITAL'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. LAHEY CLINIC HOSPITAL'S UNDERSTANDING OF THESE COMMUNITIES' NEEDS IS DERIVED FROM COLLECTING A WIDE RANGE OF QUANTITATIVE DATA TO IDENTIFY DISPARITIES AND CLARIFY THE NEEDS OF SPECIFIC COMMUNITIES AND COMPARING IT AGAINST DATA COLLECTED AT THE REGIONAL AND STATE LEVELS WHEREVER POSSIBLE TO SUPPORT ANALYSIS AND THE PRIORITIZATION PROCESS, AS WELL AS EMPLOYING A VARIETY OF STRATEGIES TO ENSURE COMMUNITY MEMBERS WERE INFORMED, CONSULTED, INVOLVED, AND EMPOWERED THROUGHOUT THE ASSESSMENT PROCESS. THE CHNA AND IS DEVELOPMENT PROCESS WAS GUIDED BY THE FOLLOWING PRINCIPLES: EQUITY, COLLABORATION, ENGAGEMENT, CAPACITY BUILDING, AND INTENTIONALITY. |
| BETWEEN OCTOBER 2021 AND FEBRUARY 2022, LAHEY CLINIC HOSPITAL CONDUCTED 20 | ONE-ON-ONE INTERVIEWS WITH KEY COLLABORATORS IN THE COMMUNITY, FACILITATED FOUR FOCUS GROUPS WITH SEGMENTS OF THE POPULATION FACING THE GREATEST HEALTH-RELATED DISPARITIES (INCLUDING ONE FOCUS GROUP IN COLLABORATION WITH NORTHEAST HOSPITAL CORPORATION), ADMINISTERED A COMMUNITY HEALTH SURVEY INVOLVING MORE THAN 900 RESIDENTS, AND ORGANIZED TWO COMMUNITY LISTENING SESSIONS. (SCHEDULE H, PART V, SECTION B, QUESTIONS 3 AND 5). ULTIMATELY, THE ASSESSMENT PROCESS COLLECTED INFORMATION FROM MORE THAN 1,000 COMMUNITY RESIDENTS, CLINICAL AND SOCIAL SERVICE PROVIDERS AND OTHER COMMUNITY PARTNERS.2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--DETAIL OF APPROACH AND METHODSLAHEY CLINIC HOSPITAL RELIED ON NUMEROUS PRIMARY AND SECONDARY DATA SOURCES TO ANALYZE THE HEALTH STATUS AND NEED LEVEL THROUGHOUT ITS CBSA. LAHEY CLINIC HOSPITAL COLLECTED DATA FROM SEVERAL SOURCES INCLUDING PRIMARY QUANTITATIVE AND QUALITATIVE DATA, AND SECONDARY DATA. EXAMPLES OF SECONDARY DATA SOURCES THAT LAHEY CLINIC HOSPITAL LEVERAGED INCLUDED:- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2016-2020) - U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY POPULATION CHANGE (2010-2020) - U.S. CENSUS BUREAU, COVID-19 HOUSEHOLD PULSE SURVEY (2021) - BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY, 2019 - MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2020-2021) - FBI UNIFORM CRIME REPORTS (2019) - MASSACHUSETTS DEPARTMENT OF ECONOMIC RESEARCH, LABOR MARKET INFORMATION (2020-2021) - MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2019) - MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, BUREAU OF SUBSTANCE ABUSE SERVICES (2015-2017) - MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, COVID-19 DASHBOARD (2021) - MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, COVID-19 COMMUNITY IMPACT SURVEY (2021) - MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2019) - MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL DISCHARGES (2019) - MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2020) - MASSACHUSETTS INSTITUTE OF TECHNOLOGY, EVICTION LAB (2018) - ROBERT WOOD JOHNSON COUNTRY HEALTH RANKINGS (2019, 2020, 2021)2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--KEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)BETWEEN OCTOBER 2021 AND FEBRUARY 2022, LAHEY CLINIC HOSPITAL CONDUCTED 20 KEY INFORMANT INTERVIEWS THAT ENGAGED COMMUNITY-BASED ORGANIZATIONS, CLINICAL AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED/APPOINTED OFFICIALS AND OTHER KEY COLLABORATORS THROUGHOUT LAHEY CLINIC HOSPITAL'S CBSA. DISCUSSIONS EXPLORED INTERVIEWEES' EXPERIENCES OF ADDRESSING COMMUNITY NEEDS AND OPPORTUNITIES FOR FUTURE ALIGNMENT, COORDINATION AND EXPANSION OF SERVICES, INITIATIVES AND POLICIES. A LIST OF KEY INFORMANTS IS INCLUDED IN APPENDIX A OF THE CHNA REPORT THAT IS POSTED ON LAHEY CLINIC HOSPITAL'S WEBSITE. THESE INDIVIDUALS WERE CHOSEN TO AMASS A REPRESENTATIVE GROUP OF PEOPLE WHO HAD THE EXPERIENCE NECESSARY TO PROVIDE INSIGHT ON THE HEALTH OF COMMUNITIES IN LAHEY CLINIC HOSPITAL'S CBSA. INTERVIEWS WERE CONDUCTED VIRTUALLY USING A STANDARD INTERVIEW GUIDE. INTERVIEWS FOCUSED ON IDENTIFYING THE BIGGEST HEALTH-RELATED CONCERNS/ISSUES, AS WELL AS THE BARRIERS AND/OR CHALLENGES FOR ACCESSING RESOURCES AND SERVICES AMONG THOSE THEY SERVE AND/OR THOSE LIVING IN THE COMMUNITY, INCLUDING POSSIBLE STRATEGIES TO ADDRESS THOSE CONCERNS. 2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--FOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)LAHEY CLINIC HOSPITAL CONDUCTED FOUR COMMUNITY FOCUS GROUPS AND HELD FOUR COMMUNITY LISTENING SESSIONS THAT ENGAGED APPROXIMATELY 100 RESIDENTS IN LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA (CBSA) TO GATHER CRITICAL COMMUNITY INPUT FROM COMMUNITY RESIDENTS AND STAKEHOLDERS. THESE FOCUS GROUPS AND LISTENING SESSIONS WERE ORGANIZED IN COLLABORATION WITH COMMUNITY ORGANIZATIONS INCLUDING THE RAINBOW COALITION IN ARLINGTON, DANVERS CARES, SAHELI AND IGREJA COMUNIDADE DE CRISTO. LAHEY CLINIC HOSPITAL HAS BEEN INTENTIONAL IN ENSURING THAT VARIED EXPERIENCES AND PERSPECTIVES, REFLECTIVE OF LAHEY CLINIC HOSPITAL'S CBSA AND THE COMMUNITY AT LARGE, WERE SHARED THROUGHOUT THE CHNA AND IS PROCESS. TO REACH A BROAD RANGE OF COMMUNITY MEMBERS, ALL COMMUNITY SURVEYS, FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH A FOCUS ON COMMUNITY REPRESENTATIVENESS. FOR EXAMPLE, THE SURVEY WAS ADMINISTERED ONLINE AND VIA HARD COPY IN TWELVE LANGUAGES. FURTHERMORE, EXTENSIVE OUTREACH WAS CONDUCTED VIA SOCIAL MEDIA, PRINT ADVERTISEMENTS, DIGITAL ADVERTISEMENTS, AUDIO ADVERTISEMENTS ACROSS MULTIPLE PLATFORMS, PUBLIC SCHOOLS, PLACES OF WORSHIP, AND RECREATIONAL CENTERS TO HELP ENSURE DIVERSE REPRESENTATION IN THE CHNA. THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WAS ALSO INTEGRALLY INVOLVED IN PROVIDING INPUT ON COMMUNITY NEEDS AND PRIORITIZING THE LEADING HEALTH ISSUES. THE CBAC MET FIVE TIMES DURING THE COURSE OF THE ASSESSMENT. THEY PROVIDED INPUT REGARDING THE CHNA OVERALL AND GUIDED THE PRIORITIZATION AND PLANNING PHASE, CONDUCTING OUTREACH TO COMMUNITY VOICES THAT HAVE HISTORICALLY BEEN LEFT OUT OF SIMILAR PROCESSES.2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--REVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTSAS NOTED ABOVE, THE CHNA PROCESS WAS DIVIDED INTO THREE PHASES. THE FINAL PHASE, PHASE III, INCLUDED THE FOLLOWING STEPS: - REVIEW OF THE ASSESSMENT'S MAJOR FINDINGS WITH THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) AND HELD A VIRTUAL COMMUNITY FORUM PRESENTING RESULTS.- IDENTIFY LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS PRIORITY COHORTS, GEOGRAPHIC FOCUS, AND COMMUNITY HEALTH PRIORITIES.- ANALYZE LAHEY CLINIC HOSPITAL'S EXISTING COMMUNITY BENEFITS ACTIVITIES WHICH WERE INFORMED BY THE 2019 CHNA AND SUBSEQUENT 2020 2022 IMPLEMENTATION STRATEGY THAT WERE COMPLETED BY LAHEY CLINIC HOSPITAL DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018).- DETERMINE IF THE RANGE OF COMMUNITY BENEFITS ACTIVITIES ESTABLISHED DURING THE PREVIOUS CHNA AND IMPLEMENTATION STRATEGY PROCESS NEEDED TO BE AUGMENTED OR CHANGED TO RESPOND TO THE ASSESSMENT COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2022 (TAX YEAR 2021).2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--KEY FINDINGSTHE KEY PRIORITY COHORTS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDING SEPTEMBER 30, 2022, WERE:- YOUTH- LOW-RESOURCED POPULATIONS- OLDER ADULTS- RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULATIONSLAHEY CLINIC HOSPITAL'S CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS:- EQUITABLE ACCESS TO CARE: INDIVIDUALS IDENTIFIED A NUMBER OF BARRIERS TO ACCESSING AND NAVIGATING THE HEALTHCARE SYSTEM. MANY OF THESE BARRIERS WERE AT THE SYSTEM LEVEL, MEANING THE ISSUES STEM FROM HOW THE SYSTEM DOES OR DOES NOT FUNCTION. SYSTEM LEVEL ISSUES INCLUDED PROVIDERS NOT ACCEPTING NEW PATIENTS, LONG WAIT LISTS, AND AN INHERENTLY COMPLICATED HEALTHCARE SYSTEM THAT IS DIFFICULT FOR MANY TO NAVIGATE. THERE WERE ALSO INDIVIDUAL LEVEL BARRIERS TO ACCESS AND NAVIGATION. INDIVIDUALS MAY BE UNINSURED OR UNDERINSURED, WHICH MAY LEAD THEM TO FOREGO OR DELAY CARE. INDIVIDUALS MAY ALSO EXPERIENCE LANGUAGE OR CULTURAL BARRIERS - RESEARCH SHOWS THAT THESE BARRIERS CONTRIBUTE TO HEALTH DISPARITIES, MISTRUST BETWEEN PROVIDERS AND PATIENTS, INEFFECTIVE COMMUNICATION, AND ISSUES OF PATIENT SAFETY.- SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT) CONTINUE TO HAVE A MASSIVE IMPACT ON MANY SEGMENTS OF THE POPULATION. THE SOCIAL DETERMINANTS OF HEALTH ARE THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS. THESE CONDITIONS INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN THE CBSA. RESEARCH SHOWS THAT SUSTAINED SUCCESS IN COMMUNITY HEALTH IMPROVEMENT AND ADDRESSING HEALTH DISPARITIES RELIES ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THAT LEAD TO POOR HEALTH OUTCOMES AND DRIVE HEALTH INEQUITIES. THE ASSESSMENT GATHERED A RANGE OF INFORMATION RELATED TO ECONOMIC INSECURITY, EDUCATION, FOOD INSECURITY, ACCESS TO CARE/NAVIGATION ISSUES, AND OTHER IMPORTANT SOCIAL FACTORS. THERE IS LIMITED QUANTITATIVE DATA ON SOCIAL DETERMINANTS OF HEALTH. DESPITE THIS, INFORMATION GATHERED THROUGH INTERVIEWS, FOCUS GROUPS, SURVEY, AND LISTENING SESSIONS SUGGESTED THAT THESE ISSUES HAVE THE GREATEST IMPACT ON HEALTH STATUS AND ACCESS TO CARE IN THE REGION - ESPECIALLY ISSUES RELATED TO HOUSING, FOOD SECURITY/NUTRITION, AND ECONOMIC STABILITY. |
| INITIATIVES TO ADDRESS THE PRIORITY | - PEABODY COUNCIL ON AGING TRANSPORTATION SUPPORT- PROVIDE GRANTS TO SUPPORT EMERGING COMMUNITY NEEDS- SUPPORT RELEVANT POLICIES WHEN PROPOSED- RADIOLOGY INTERNSHIP PROGRAM- DOMESTIC VIOLENCE INITIATIVE- PROVIDE GRANT FUNDING TO SUPPORT COMMUNITY COLLABORATION- BURLINGTON AFFORDABLE HOUSING COORDINATOR- PROVIDE GRANT FUNDING TO SUPPORT COMMUNITY HOUSING SUPPORTS- MERRIMACK VALLEY FOOD BANK COMMUNITY MARKET PROGRAM- MILL CITY GROWS COMMUNITY GARDENS PROGRAM- COOKING UP GOOD HEALTH PROGRAM- COUNCIL ON AGING FARMERS MARKET PROGRAMMETRICS AND STATUS UPDATE:- # OF GRANTS TO COMMUNITY ORGANIZATIONS TO FUND PROGRAMS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH TO IMPROVE THE HEALTH OF THE COMMUNITY (BASELINE: 8; YEAR1: 9; YEAR 2: 9) - # OF RIDES PROVIDED THROUGH PEABODY COUNCIL ON AGING'S PROJECT MOBILITY (BASELINE: 32,064 RIDES OF WHICH 5,865 REQUIRED THE USE OF A WHEELCHAIR LIFT; YEAR 1: 33,346 RIDES OF WHICH 6,791 REQUIRED THE USE OF A WHEELCHAIR LIFT; YEAR 2: PROGRAM ENDED) - % OF INDIVIDUALS 65+ (BASELINE: 95%; YEAR 1: 95%; YEAR 2: PROGRAM ENDED) - # OF BILLS SUPPORTING EQUITABLE HEALTHCARE ACCESS ADVOCATED THROUGH STATE HOSPITAL ASSOCIATION OR COMMUNITY COALITIONS: (BASELINE: DATA NOT AVAILABLE; YEAR 1: 23; YEAR 2: 24)- # OF INTERNSHIPS PROVIDED FOR STUDENTS IN LAHEY CLINIC HOSPITAL RADIOLOGY DEPARTMENT (BASELINE: 7; YEAR 1: 3; YEAR 2: 4)- # OF STUDENTS HIRED FOR EMPLOYMENT (BASELINE: 5; YEAR 1: 4; YEAR 2: 6)- # OF ACTIVE GARDENERS IN THE MILL CITY GROWS COMMUNITY GARDENS PROGRAM (BASELINE: DATA NOT AVAILABLE; YEAR 1: 591; YEAR 2: 658)- # OF COMMUNITY AND SCHOOL GARDENS (BASELINE: 21; YEAR 1: 21; YEAR 2: 21)- % OF GARDEN BEDS ENROLLED (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 90%; YEAR 2: 90%)- # OF INDIVIDUALS ENROLLED IN SCHOOL-BASED COOKING CLASSES (BASELINE: DATA NOT AVAILABLE; YEAR 1: 25; YEAR 2: DATA NOT AVAILABLE- # DOMESTIC VIOLENCE INITIATIVE MEETINGS: (BASELINE: PROGRAM STAFF LEFT; YEAR 1: PROGRAM ENDED; YEAR 2: 1 SPONSORSHIP GIVEN TO SUPPORT DOMESTIC VIOLENCE ORGANIZATION) - # OF PARTNERSHIPS DEVELOPED TO SUPPORT COMMUNITY COLLABORATION WITH THE LOWELL COMMUNITY ROUNDTABLE TO ADDRESS RESOURCES AND SUPPORT FOR NEWLY ARRIVED FAMILIES (BASELINE: 1; YEAR 1: 1; YEAR 2: DATA NOT AVAILABLE)- # OF MEETINGS ATTENDED (BASELINE: 8; YEAR 1: 3; YEAR 2: DATA NOT AVAILABLE)- # OF ORGANIZATIONS PROVIDED WITH FINANCIAL SUPPORT TO INCREASE COMMUNITY-BASED COLLABORATION THROUGH REGIONAL COALITIONS (BASELINE: 1; YEAR 1: 1; YEAR 2: 1)- # OF EVENTS HOSTED BY MIDDLESEX 3 COALITION (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 19; YEAR 2: 24- # OF ATTENDEES AT EVENTS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 1,328; YEAR 2: 2,171- # OF NEW PARTNERSHIPS DEVELOPED (BASELINE: DATA NOT YET AVAILABLE: YEAR 1: 35; YEAR 2: DATA NOT AVAILABLE) - # OF SECTORS REPRESENTED IN MIDDLESEX 3 COALITION (BASELINE: 5; YEAR 1: 5; YEAR 2: 5)- # OF COMMUNITY TRAININGS TO INCREASE THE CAPACITY OF THE EXTERNAL ORGANIZATIONS (BASELINE: 4; YEAR 1: 2; YEAR 2: 5)- # OF PARTICIPANTS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 30 ORGANIZATIONS AND GRANTEES; YEAR 2: 5 EVALUATION WORKSHOPS)- % OF RESPONDENTS WHO WERE SATISFIED OR VERY SATISFIED WITH THE WORKSHOPS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 100%; YEAR 2: DATA NOT AVAILABLE)- % OF SURVEY RESPONDENTS WHO STATED THAT THE WORKSHOPS WERE DIRECTLY RELEVANT TO THEIR ROLE AT THEIR ORGANIZATION (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 90%; YEAR 2: DATA NOT AVAILABLE)- # OF ENCOUNTERS FOR THE BURLINGTON AFFORDABLE HOUSING COORDINATOR (BASELINE: 28; YEAR 1: 33; YEAR 2: PROGRAM ENDED)- # OF REFERRALS TO HOUSING SERVICES TO FAMILIES TO STABILIZE HOUSING (BASELINE: 10; YEAR 2: 16; YEAR 3: PROGRAM ENDED)- # OF GRANTS PROVIDED TO ORGANIZATIONS WORKING TO STABILIZE HOUSING (YEAR 1: 1; YEAR 2: 3; YEAR 3: 3)- # OF FAMILIES SERVED BY THE HOUSING CORPORATION OF ARLINGTON TO PROVIDE AN INTEGRATED SET OF SOCIAL SERVICE PROGRAMS THAT PROVIDE AFFORDABLE HOUSING, PREVENT HOMELESSNESS, CONNECT FAMILIES TO VITAL RESOURCES, AND HELP INDIVIDUALS WHO ARE LOW-RESOURCED DEVELOP AS LEADERS SO THAT THEY MAY ADVOCATE FOR THEMSELVES AND THEIR COMMUNITY (BASELINE: 119; YEAR 1: 78; YEAR 2: 45)- # OF FAMILIES WHO WERE PROVIDED FUNDING TO PREVENT HOMELESSNESS AND CREATE MORE STABLE TENANCIES (BASELINE: 56; YEAR 1: 42; YEAR 2: 45) - # OF HOUSEHOLDS PROVIDED REFERRALS TO SOCIAL SERVICES (BASELINE: 119; YEAR 1: 78; YEAR 2: 48)- # OF FAMILIES LIVING IN SHELTERS WHO WERE PROVIDED STABILIZED HOUSING THROUGH CITIZENS INN (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 13 FAMILIES; YEAR 2: 30 FAMILIES)- # OF FAMILIES PROVIDED WITH RESOURCES TO INCREASE FOOD SECURITY (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 100; YEAR 2: 120)- # OF INDIVIDUALS PROVIDED WITH RESOURCES TO OBTAIN A DRIVER'S LICENSE (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 151; YEAR 2: DATA NOT AVAILABLE)- # OF INDIVIDUALS WHO OBTAINED A DRIVER'S LICENSE - (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 55; YEAR 2: DATA NOT AVAILABLE)- COMMUNITY TEAMWORK SECURE JOBS PROGRAM: - # OF SECURE JOBS PROGRAM PARTICIPANTS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 59)- # OF SECURE JOBS GRADUATES WHO OBTAIN SAFE AND AFFORDABLE HOUSING THAT THEY ARE ABLE TO MAINTAIN WITH THEIR INCOME (BASELINE: DATA NOT AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 24) - # OF SECURE JOBS GRADUATES WHO OBTAIN SUSTAINABLE EMPLOYMENT IN THE FIRST YEAR (BASELINE: DATA NOT AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 55) - # OF SECURE JOBS GRADUATES WHO MAINTAIN EMPLOYMENT FOR 90 DAYS (BASELINE: DATA NOT AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 48). - # OF SECURE JOBS GRADUATES WHO INCREASE THEIR INCOME IN THE FIRST YEAR OF EMPLOYMENT (BASELINE: DATA NOT AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 7) - # OF SECURE JOBS GRADUATES WHO INCREASE THEIR EMPLOYABILITY THROUGH JOB READINESS AS DEMONSTRATED BY THE REDUCTION OR ELIMINATION OF BARRIERS, ACQUISITION OF SOFT AND HARD JOB SKILLS, AND/OR TRAINING (BASELINE: DATA NOT AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 55) - # OF MERRIMACK VALLEY FOOD BANK COMMUNITY MARKET SITES (BASELINE: 4; YEAR 1: 5; YEAR 2: 9)- # OF INDIVIDUALS SERVED (BASELINE: 553; YEAR 1: 635; YEAR 2: 442)- # OF COOKING UP GOOD HEALTH SESSIONS (BASELINE: 12; YEAR 1: 12; YEAR 2:12)- # ATTENDEES (BASELINE: 71; YEAR 1: 120; YEAR 2: 120)- # OF INDIVIDUALS PROVIDED FREE, FRESH PRODUCE THROUGH THE NEW ENTRY SUSTAINABLE FARMING PROJECT COUNCIL ON AGING FARMERS MARKET PROGRAM (BASELINE: 175; YEAR 1: 175; YEAR 2: 175)- POUNDS OF PRODUCE DISTRIBUTED (BASELINE: 17,500; YEAR 1: 17,500; YEAR 2:17,500)- # OF SHARES (BASELINE: 3,500; YEAR 1: 3,500; YEAR 2: 3,500)- % OF INDIVIDUALS WHO REPORTED INCREASING THEIR DAILY INTAKE OF FRUITS AND VEGETABLES (BASELINE: 69%; YEAR 1: 82%; YEAR 2: 85.52%) - % OF INDIVIDUALS WHO REPORTED ATE A GREATER VARIETY OF FRUITS AND/OR VEGETABLES (BASELINE: 72%; YEAR 1: 85%; YEAR 2: 89%)- % OF INDIVIDUALS WHO REPORTED EATING HIGHER QUALITY PRODUCE (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 86%; YEAR 2: 87.13%)PRIORITY AREA 2: CHRONIC AND COMPLEX CONDITIONSHIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). CHRONIC CONDITIONS SUCH AS CANCER, DIABETES, CHRONIC LOWER RESPIRATORY DISEASE, STROKE, AND CARDIOVASCULAR DISEASE CONTRIBUTE TO 56% OF ALL MORTALITY IN THE COMMONWEALTH AND OVER 53% OF ALL HEALTH CARE EXPENDITURES ($30.9 BILLION A YEAR). PERHAPS MOST SIGNIFICANTLY, CHRONIC DISEASES ARE LARGELY PREVENTABLE DESPITE THEIR HIGH PREVALENCE AND DRAMATIC IMPACT ON INDIVIDUALS AND SOCIETY.GOAL: IMPROVE HEALTH OUTCOMES AND REDUCE DISPARITIES FOR INDIVIDUALS AT-RISK FOR OR LIVING WITH CHRONIC AND/OR COMPLEX CONDITIONS AND CAREGIVERS BY ENHANCING ACCESS TO SCREENING, REFERRAL SERVICES, COORDINATED HEALTH AND SUPPORT SERVICES, MEDICATIONS, AND OTHER RESOURCES.STRATEGIES2.1 ADDRESS BARRIERS TO TIMELY CANCER SCREENING AND FOLLOW-UP CANCER CARE THROUGH NAVIGATION2.2 PROVIDE PREVENTATIVE HEALTH INFORMATION, SERVICES, AND SUPPORT FOR THOSE AT-RISK FOR COMPLEX AND/OR CHRONIC CONDITIONS AND SUPPORT EVIDENCE-BASED CHRONIC DISEASE TREATMENT AND SELF-MANAGEMENT PROGRAMSINITIATIVES TO ADDRESS THE PRIORITY- CANCER SCREENING AND PREVENTION PROGRAMS- ONCOLOGY NURSE NAVIGATOR AND SUPPORTIVE SERVICES FOR CANCER PATIENTS- BURLINGTON DIABETES CARE PROGRAM- BONE HEALTH PROGRAM- TAI JI QUAN: MOVING FOR BETTER BALANCE- A MATTER OF BALANCE- MEMORY CAF PROGRAM- ENHANCE FITNESS PROGRAM- PROVIDE SUPPORT FOR COMMUNITY-BASED EXERCISE CLASSES |
| METRICS AND STATUS UPDATES: | - # OF BREAST CANCER RISK ASSESSMENTS CONDUCTED (BASELINE: 21,029; YEAR 1: 14,684; YEAR 2: 11,313)- # UNIQUE INDIVIDUALS SCREENED (BASELINE: 20,553; YEAR 1: 14,436; YEAR 2: 11,071)- % OF PATIENTS SCREENED WHO WERE IDENTIFIED AS HAVING A HIGH-RISK MUTATION (BASELINE: 27%; YEAR 1: 29%; YEAR 2: 27%)- % OF PATIENTS SCREENED WHO WERE IDENTIFIED AS HAVING A HIGH LIFETIME RISK OF BREAST CANCER (BASELINE: 13%; YEAR 1: 13%; YEAR 2: 13%)- # OF PATIENTS SERVED BY NURSE ONCOLOGY-NAVIGATORS (BASELINE: 10-15 PATIENTS PER DAY; YEAR 1: 10-15 PATIENTS PER DAY; YEAR 2:10-15 PATIENTS PER DAY) - # OF INDIVIDUALS SERVED BY THE BURLINGTON DIABETES CARE PROGRAM (BASELINE: 32; YEAR 1: 33; YEAR 2: 33)- % REDUCTION IN A1C (BASELINE: 42%; YEAR 1: 50%; YEAR 2: 53%)- % MAINTAINED A HEALTHY A1C OF 6.5 OR BELOW (BASELINE: 38%; YEAR 1: 34%; YEAR 2:36%)- # OF BONE HEALTH AND OSTEOPOROSIS PROGRAM CLASSES HELD (BASELINE: 6; YEAR 1: 6; YEAR 2: 5)- # OF PARTICIPANTS (BASELINE: 40; YEAR 1: 35; YEAR 2: 28) - # OF FREE SESSIONS OF TAI JI QUAN: MOVING FOR BETTER BALANCE SESSIONS FOR THE COMMUNITY (BASELINE: 48 CLASSES; YEAR 1: 48 CLASSES; YEAR 2: 46 CLASSES)- # OF INDIVIDUALS SERVED (BASELINE: 17; YEAR 1: 9; YEAR 2: 9)- # OF SESSIONS OF A MATTER OF BALANCE PROVIDED (BASELINE: 2; YEAR 1: 3; YEAR 2: 2)- % OF SURVEY RESPONDENTS WHO REPORT A DECREASED RISK OF FALLS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 100%; YEAR 2: 100%)- # OF INDIVIDUALS SERVED BY THE BURLINGTON COUNCIL ON AGING MEMORY CAF (BASELINE: 60; YEAR 1: 60; YEAR 2: 64) - # OF ENHANCE FITNESS PROGRAMS SUPPORTED (BASELINE: 2; YEAR 1: 2; YEAR 2: 2)- # OF INDIVIDUALS SERVED (BASELINE: 92; YEAR 1: 41; YEAR 2: 53) - % OF INDIVIDUALS WHO DEMONSTRATED IMPROVED FITNESS ASSESSMENTS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 75%; YEAR 2: 75%)- % OF PARTICIPANTS REPORTING INCREASED STRENGTH AND MOBILITY (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 85%; YEAR 2: 75%)- # OF INDIVIDUALS SERVED BY THE BURLINGTON COUNCIL ON AGING EXERCISE CLASSES (BASELINE: 359; YEAR 1: 327; YEAR 2: 308) PRIORITY AREA 3: EQUITABLE ACCESS TO CARE INDIVIDUALS IDENTIFIED SEVERAL BARRIERS TO ACCESSING AND NAVIGATING THE HEALTHCARE SYSTEM. MANY OF THESE BARRIERS WERE AT THE SYSTEM LEVEL, MEANING THE ISSUES STEM FROM HOW THE SYSTEM DOES OR DOES NOT FUNCTION. SYSTEM LEVEL ISSUES INCLUDED PROVIDERS NOT ACCEPTING NEW PATIENTS, LONG WAIT LISTS, AND AN INHERENTLY COMPLICATED HEALTHCARE SYSTEM THAT IS DIFFICULT FOR MANY TO NAVIGATE. THERE WERE ALSO INDIVIDUAL LEVEL BARRIERS TO ACCESS AND NAVIGATION. INDIVIDUALS MAY BE UNINSURED OR UNDERINSURED, WHICH MAY LEAD THEM TO FOREGO OR DELAY CARE. INDIVIDUALS MAY ALSO EXPERIENCE LANGUAGE OR CULTURAL BARRIERS - RESEARCH SHOWS THAT THESE BARRIERS CONTRIBUTE TO HEALTH DISPARITIES, MISTRUST BETWEEN PROVIDERS AND PATIENTS, INEFFECTIVE COMMUNICATION, AND ISSUES OF PATIENT SAFETY.GOAL: PROVIDE EQUITABLE AND COMPREHENSIVE ACCESS TO HIGH-QUALITY HEALTH CARE SERVICES INCLUDING PRIMARY CARE AND SPECIALTY CARE, AND URGENT AND EMERGING CARE, PARTICULARLY FOR THOSE WHO FACE CULTURAL, LINGUISTIC AND ECONOMIC BARRIERS.STRATEGIES3.1 PROVIDE AND PROMOTE CAREER SUPPORT SERVICES AND CAREER MOBILITY PROGRAMS TO HOSPITAL EMPLOYEES AND ENCOURAGE LOCALLY-FOCUSED RECRUITMENT AND RETENTION.3.2 PROMOTE EQUITABLE CARE, AND HEALTH LITERACY FOR PATIENTS, ESPECIALLY THOSE WHO FACE CULTURAL AND LINGUISTIC BARRIERS.3.3 PROMOTE ACCESS TO HEALTH CARE, HEALTH INSURANCE, AND PATIENT FINANCIAL COUNSELORS FOR PATIENTS AND COMMUNITY MEMBERS WHO ARE UNINSURED OR UNDERINSURED.INITIATIVES TO ADDRESS THE PRIORITY- CAREER AND ACADEMIC ADVISING- HOSPITAL-SPONSORED COMMUNITY COLLEGE COURSES- HOSPITAL-SPONSORED ENGLISH SPEAKERS OF OTHER LANGUAGE (ESOL) CLASSES- INTERPRETER SERVICES- LOWELL COMMUNITY HEALTH CENTER KEYS TO HEALTH EQUITY PROJECT: LANGUAGE SUPPORTS- PATIENT FINANCIAL COUNSELING- SERVING THE HEALTH INSURANCE NEEDS OF EVERYONE (SHINE) PROGRAM- PRIMARY CARE SUPPORT- PEABODY HIGH SCHOOL STUDENT-BASED HEALTH CENTER- PROVIDE COMMUNITY GRANTS TO SUPPORT NEED- EXPLORE WAYS TO ENHANCE CARE NAVIGATION WITHIN THE COMMUNITYMETRICS AND STATUS UPDATES: - # OF BILH EMPLOYEES ATTENDING/RECEIVING BILH-SPONSORED CLASSES/WORKSHOPS OR SERVICES - CITIZENSHIP CLASSES (BASELINE: 20; YEAR 1: 14; YEAR 2: 12)- CAREER DEVELOPMENT WORKSHOPS (BASELINE: 135; YEAR 1: 15; YEAR 2: 102) - FINANCIAL LITERACY CLASSES (BASELINE: 189; YEAR 1: 207; YEAR 2: 138)- CAREER DEVELOPMENT SERVICES (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 1044; YEAR 2: 831)- # OF BILH-SPONSORED COURSES SPONSORED (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 9 COLLEGE-LEVEL COURSES AND 2 PRE-COLLEGE COURSES; YEAR 2: DATA NOT AVAILABLE)- # OF LAHEY CLINIC HOSPITAL EMPLOYEES ENROLLED (BASELINE: N/A; YEAR 1: 39; YEAR 2: DATA NOT AVAILABLE) - # OF BILH EMPLOYEES PARTICIPATING IN HOSPITAL-SPONSORED ESOL CLASSES (BASELINE: 45; YEAR 1: 82; YEAR 2: 126) - # OF COMMUNITY REFERRALS AND HIRES (BASELINE: 225 AND 70 HIRED; YEAR 1: 412 AND 111 HIRED; YEAR 2: 306 AND 79 HIRED) - # OF PRESENTATIONS AT COMMUNITY EVENTS ABOUT EMPLOYMENT OPPORTUNITIES (BASELINE: 67; YEAR 1: 33; YEAR 2: 42) - # OF COMMUNITY MEMBERS PARTICIPATING IN PAID TRAINING OR ASSOCIATE NURSING RESIDENCY PROGRAM (BASELINE: 89; YEAR 1: 99 S; YEAR 2: 97)- # OF INTERNSHIPS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 107; YEAR 2: DATA NOT AVAILABLE)- # OF PERMANENT HIRES (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 37; YEAR 2: 36- # OF CLINICAL AFFILIATION AGREEMENTS WITH VOCATIONAL TECHNICAL HIGH SCHOOLS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 10; YEAR 2: 11)- # OF PAID AND UNPAID CLINICAL PLACEMENTS (BASELINE: DATA NOT AVAILABLE; YEAR 1: 47PAID AND 11 UNPAID; YEAR 2: 55 PAID)- # OF LAHEY CLINIC HOSPITAL INTERPRETER SERVICES ENCOUNTERS (BASELINE: 101,449; YEAR 1: 225,176; YEAR 2: 165,502) - TOP 3 LANGUAGES FOR INTERPRETER SERVICES ENCOUNTERS: (BASELINE: SPANISH, PORTUGUESE-BRAZILIAN, CHINESE-MANDARIN; YEAR 1: SPANISH, PORTUGUESE-BRAZILIAN; CHINESE-MANDARIN; YEAR 2: SPANISH, THE CHINESE LANGUAGES (MANDARIN AND CANTONESE), AND PORTUGUESE LANGUAGES (PORTUGUESE AND EUROPEAN). - # OF LOWELL COMMUNITY HEALTH CENTER INTERPRETER SERVICES ENCOUNTERS: (BASELINE: 176,347; YEAR 1: 206,099; YEAR 2: 214,567)- # OF PATIENTS SCREENED FOR INSURANCE ELIGIBILITY (BASELINE: 17,871; YEAR 1: 7,051; YEAR 2: 4,816)- # APPROVED FOR ENTITLEMENT PROGRAMS (BASELINE: 2,103; YEAR 1: 794; YEAR 2: 815)- # PATIENTS SERVED WITH HEALTH SAFETY NET (BASELINE: 2,749; YEAR 1: 3,514; YEAR 2: 3,441)- # OF PRIMARY CARE PRACTICES PROVIDING COMMUNITY-BASED CARE (BASELINE: 6; YEAR 1: 6; YEAR 2: 6) - # OF STUDENTS PROVIDED SERVICES THROUGH THE PEABODY VETERANS MEMORIAL HIGH SCHOOL STUDENT-BASED HEALTH CENTER (BASELINE: 377; YEAR 1: 360; YEAR 2: 343)- # OF MEDICAL VISITS TO PEABODY VETERAN'S MEMORIAL HIGH SCHOOL STUDENT-BASED HEALTH CENTER (BASELINE: 2,139; YEAR 1: 1,564; YEAR 2: 1,783)- # OF STUDENTS IN THE SUSPENSION DIVERSION PROGRAM (BASELINE: 21; YEAR 1: 44; YEAR 2: PROGRAM ENDED)- % OF STUDENTS WHO HAVE MASSHEALTH OR WHO ARE UNINSURED/UNDERINSURED: (BASELINE: 68%; YEAR 1: 71%; YEAR 2: 71%)- # OF SCHOOL CLEARANCE AND IMMUNIZATION VISITS (BASELINE: DATA NOT AVAILABLE; YEAR 1: 63; YEAR 2: DATA NOT AVAILABLE) - # OF COMMUNITY-BASED NAVIGATION PROGRAMS FUNDED THROUGH COMMUNITY GRANTS (BASELINE: 1; YEAR 1: 1; YEAR 2: 1)- # OF INDIVIDUALS SERVED BY SAHELI COMMUNITY HEALTH WORKER (BASELINE: 338; YEAR 1: 220; YEAR 2: 514)- # OF INDIVIDUALS SERVED BY SAHELI COMMUNITY HEALTH WORKER WHO SECURED HOUSING (BASELINE: DATA NOT AVAILABLE; YEAR 1: 23; YEAR 2: 67) |
| PRIORITY AREA 4: MENTAL HEALTH AND SUBSTANCE USE | ANXIETY, CHRONIC STRESS, DEPRESSION, AND SOCIAL ISOLATION WERE LEADING COMMUNITY HEALTH CONCERNS. THERE WERE SPECIFIC CONCERNS ABOUT THE IMPACT OF MENTAL HEALTH ISSUES ON YOUTH AND YOUNG ADULTS, AND SOCIAL ISOLATION AMONG OLDER ADULTS. THESE DIFFICULTIES WERE EXACERBATED BY COVID-19. IN ADDITION TO THE OVERALL BURDEN AND PREVALENCE OF MENTAL HEALTH ISSUES, RESIDENTS IDENTIFIED A NEED FOR MORE PROVIDERS AND TREATMENT OPTIONS, ESPECIALLY INPATIENT AND OUTPATIENT TREATMENT, CHILD PSYCHIATRISTS, PEER SUPPORT GROUPS, AND MENTAL HEALTH SERVICES. THOSE WHO PARTICIPATED IN THE ASSESSMENT ALSO REFLECTED ON THE STIGMA, SHAME, AND ISOLATION THAT THOSE WITH MENTAL HEALTH CHALLENGES FACE THAT LIMIT THEIR ABILITY TO ACCESS CARE AND COPE WITH THEIR ILLNESS. SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE CBSA; THE OPIOID EPIDEMIC CONTINUED TO BE AN AREA OF FOCUS AND CONCERN, AND THERE WAS RECOGNITION OF THE LINKS AND IMPACTS ON OTHER COMMUNITY HEALTH PRIORITIES INCLUDING MENTAL HEALTH, HOUSING, AND HOMELESSNESS. INTERVIEWEES AND PARTICIPANTS IN FOCUS GROUPS AND LISTENING SESSIONS IDENTIFIED STIGMA AS A BARRIER TO TREATMENT AND REPORTED A NEED FOR PROGRAMS THAT ADDRESS COMMON CO-OCCURRING ISSUES (E.G., MENTAL HEALTH ISSUES, HOMELESSNESS). THOSE PARTICIPATING IN INTERVIEWS, FOCUS GROUPS, AND LISTENING SESSIONS ALSO REFLECTED ON THE TREMENDOUS NEED FOR MORE TREATMENT OPTIONS ACROSS THE SPECTRUM OF CARE, ESPECIALLY IN THE AREAS OF INPATIENT TREATMENT, TRANSITIONAL HOUSING, AND OTHER RECOVERY SUPPORT SERVICES.GOAL: PROMOTE SOCIAL AND EMOTIONAL WELLNESS BY FOSTERING RESILIENT COMMUNITIES AND BUILDING EQUITABLE, ACCESSIBLE, AND SUPPORTIVE SYSTEMS OF CARE TO ADDRESS MENTAL HEALTH AND SUBSTANCE USE.STRATEGIES4.1 ENHANCE RELATIONSHIPS AND PARTNERSHIPS WITH SCHOOLS, YOUTH-SERVING ORGANIZATIONS, AND OTHER COMMUNITY PARTNERS TO BUILD CAPACITY AND INCREASE RESILIENCY, COPING AND PREVENTION SKILLS4.2 PROVIDE ACCESS TO HIGH QUALITY AND CULTURALLY AND LINGUISTICALLY APPROPRIATE MENTAL HEALTH AND/OR SUBSTANCE USE SERVICES THROUGH SCREENING, MONITORING, COUNSELING, NAVIGATION AND TREATMENT SERVICES4.3 IMPROVE SYSTEMS FOR MANAGEMENT AND CONTROL OF SUBSTANCE USE DISORDER THROUGH EDUCATION, REDUCING ACCESS TO SUBSTANCES, AND MULTIDISCIPLINARY EFFORTS4.4 PARTICIPATE IN MULTI-SECTOR COMMUNITY COALITIONS TO CONVENE COLLABORATORS TO IDENTIFY AND ADVOCATE FOR POLICY, SYSTEMS, AND ENVIRONMENTAL CHANGES TO INCREASE RESILIENCY, REDUCE SUBSTANCE USE, AND PREVENT OPIOID OVERDOSES AND DEATHSINITIATIVES TO ADDRESS THE PRIORITY- PROVIDE COMMUNITY GRANTS OR EDUCATION TO ADDRESS NEED- BILH COLLABORATIVE CARE MODEL- OUTPATIENT BEHAVIORAL HEALTH PROGRAMS- HOSPITAL-BASED ADDICTION SUPPORT- TRAUMA SURVIVORS SUPPORT GROUP- LAHEY CLINIC HOSPITAL MEDICATION DISPOSAL PROGRAM- BURLINGTON POLICE DEPARTMENT SUBSTANCE USE COORDINATOR- BURLINGTON COUNCIL ON AGING OUTREACH WORKERS- BURLINGTON YOUTH AND FAMILY SERVICES PROGRAMS- A HEALTHY LYNNFIELD- MIDDLESEX DA OPIOID TASKFORCE- LOCAL SUBSTANCE USE PREVENTION COALITIONSMETRICS AND STATUS UPDATES- # OF GRANTS PROVIDED TO ORGANIZATIONS TO ADDRESS ISSUES RELATED TO MENTAL HEALTH AND SUBSTANCE USE (BASELINE: 6; YEAR 1: 7; YEAR 2: 7)- # OF INDIVIDUALS SERVED BY THE CENTER FOR HOPE AND HEALING PROGRAMS FOR SURVIVORS OF DOMESTIC VIOLENCE (BASELINE: 98; YEAR 1: 78; YEAR 2: 51)- # OF SUPPORT GROUPS HELD (BASELINE: 48; YEAR 1: 50; YEAR 2: 29)- # OF INDIVIDUALS SERVED BY THE PLACE OF PROMISE LONG-TERM RESIDENTIAL ADDICTION RECOVERY PROGRAM (BASELINE: 28; YEAR 1: 46; YEAR 2: 45)- # OF INDIVIDUALS WHO OBTAINED MEDICAL INSURANCE (BASELINE: 32; YEAR 1: 40; YEAR 2: 38)- # OF INDIVIDUALS WHO OBTAINED NECESSARY PAPERWORK FOR EMPLOYMENT (BASELINE: 32; YEAR 1: 43; YEAR 2: 37)- # OF STUDENTS WHO ATTEND BURLINGTON HIGH SCHOOL "WELLNESS DAYS" (BASELINE: 870; YEAR 1: 850; YEAR 2: 863)- # OF VENDORS WHO PARTICIPATED/WORKSHOPS OFFERED (BASELINE: 45; YEAR 1: 156; YEAR 2: 152) - # OF INDIVIDUALS SERVED BY THE BURLINGTON HIGH SCHOOL ADJUSTMENT COUNSELOR TO PROVIDE PREVENTATIVE AND SUPPORTIVE SERVICES FOR STUDENTS IDENTIFIED TO BE AT HIGH-RISK FOR MENTAL HEALTH DISORDER (BASELINE: 81; YEAR 1: 80; YEAR 2: 71)- TORIGIAN YMCA'S YOUTH MENTAL HEALTH SUPPORT AND SUBSTANCE USE PREVENTION PROGRAM- PROVIDE FINANCIAL ASSISTANCE TO ENSURE THE FAMILIES SERVED CAN ACCESS Y PROGRAMS AND SERVICES, INCLUDING THE PROPOSED MENTAL HEALTH SUPPORTS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: $89,979 IN FINANCIAL ASSISTANCE PROVIDED)- HIRE A BEHAVIORAL ANALYST TO PROVIDE MENTAL AND BEHAVIORAL HEALTH SUPPORT AND REFERRALS TO THE OVER 1,000 YOUTH ACROSS THE TORIGIAN FAMILY YMCA CHILDCARE PROGRAMS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 1 BEHAVIORAL ANALYST HIRED) - # YMCA STAFF TRAINED IN YOUTH MENTAL HEALTH FIRST AID SO THAT THEY ARE ABLE TO IDENTIFY, UNDERSTAND, AND RESPOND TO SIGNS OF MENTAL HEALTH AND SUBSTANCE USE CHALLENGES AMONG CHILDREN AND ADOLESCENTS AGES 12-18 (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 50)\- KHMER OLDER ADULT ACTION GROUP (KOAAG) THROUGH THE GREATER LOWELL HEALTH ALLIANCE, WHICH ENGAGES OLDER CAMBODIAN ADULTS AS PAID COMMUNITY AMBASSADORS TO IDENTIFY COMMUNITY NEEDS AND IMPLEMENT INTERVENTIONS - # MEMBERS WHO ATTEND AT LEAST 1 MONTHLY MEETING (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 11) - # OF COMMUNITY EVENTS OR TRAININGS (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 3: 3 COMMUNITY TRAININGS HELD/4 COMMUNITY EVENTS HOSTED)- # OF SCHOOL DISTRICTS WHO PARTICIPATE IN THE SHARED YOUTH RISK BEHAVIOR SURVEY (BASELINE: 9; YEAR 1: DATA NOT YET AVAILABLE; YEAR 2: 9) - PEABODY DIVISION OF SOCIAL SERVICES COMMUNITY-BASED NAVIGATOR PROGRAM TO INCREASE ACCESS TO MENTAL HEALTH AND SUBSTANCE USE SUPPORT SERVICES - # OF INDIVIDUALS UTILIZING BEHAVIORAL HEALTH NAVIGATION SERVICES (BASELINE: N/A; YEAR 1: PROGRAM FUNDED; YEAR 2: 31)- # OF INDIVIDUALS SCREENED AND REFERRED TO SERVICES (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: PROGRAM FUNDED; YEAR 2: 31)- # OF MENTAL HEALTH FIRST AID EDUCATIONAL SESSIONS PROVIDED TO THE COMMUNITY (BASELINE: PROGRAM BEGAN IN YEAR 1; YEAR 1: 21; YEAR 2: 11)- # OF INDIVIDUALS TRAINED (BASELINE: PROGRAM BEGAN IN YEAR 1; YEAR 1: 350; YEAR 2: 146)- # OF INDIVIDUALS SERVED THROUGH THE COLLABORATIVE CARE MODEL TO INCREASE ACCESS TO BEHAVIORAL HEALTHCARE (BASELINE: 3179; YEAR 1: 2708; YEAR 2: 2,900)- # OF INITIAL AND FOLLOW-UP PSYCHOLOGICAL EVALUATIONS CONDUCTED BY THE EMERGENCY SERVICES TEAM (BASELINE: DATA NOT AVAILABLE; YEAR 1: 5,704; YEAR 2: 11,189)- # OF INDIVIDUALS PROVIDED WITH MENTAL HEALTH RECOVERY BEDS AT HART HOUSE (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 78 WOMEN AND 141 CHILDREN; YEAR 2: 95 WOMEN AND 218 CHILDREN)- # OF BED DAYS FOR INDIVIDUALS AT HART HOUSE (BASELINE: DATA NOT AVAILABLE; YEAR 1: 4,905; YEAR 2: 5,470)- # OF TELEPSYCHIATRY SERVICES PROVIDED THROUGH BILH BEHAVIORAL SERVICES WITHIN THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS SERVICE AREA TO ENHANCE OUTPATIENT BEHAVIORAL HEALTHCARE (BASELINE: 95; YEAR 1:DATA NOT YET AVAILABLE; YEAR 2: DATA NOT AVAILABLE) - # OF SCREENINGS FOR HOSPITAL-BASED ADDICTION SERVICES THROUGH THE EMERGENCY DEPARTMENT (BASELINE: 140; YEAR 1: YEAR 2: 1,093)- # OF SESSIONS OF THE TRAUMA SUPPORT GROUP (BASELINE: 11; YEAR 1: 11; YEAR 2: 11)- # OF PARTICIPANTS (BASELINE: 31; YEAR 1: 20; YEAR 2: 17)- # OF INFORMATIONAL PACKETS SENT MONTHLY TO SURVIVORS OF TRAUMA (BASELINE: 20; YEAR 1: 25; YEAR 2: 21) - POUNDS OF MEDICATIONS DISPOSED OF THROUGH THE HOSPITAL-BASED MEDICATION DISPOSAL BOXES (BASELINE: DATA NOT YET AVAILABLE; YEAR 1: 850; YEAR 2: 1,160)- # OF ENCOUNTERS THROUGH THE BURLINGTON COUNCIL ON AGING'S SOCIAL WORKER OUTREACH PROGRAM (BASELINE: 3,283; YEAR 1: 4,116; YEAR 2: 4,672)- # OF REFERRALS PROVIDED (BASELINE: 614; YEAR 1: 679; YEAR 2: 796) - # OF INDIVIDUALS SERVED BY THE BURLINGTON POLICE DEPARTMENT SUBSTANCE USE COORDINATOR (BASELINE: 81; YEAR 1: 77; YEAR 2: 16)- # OF INDIVIDUALS WHO ACCEPTED RECOVERY SERVICES (BASELINE: 28; YEAR 1: 33; YEAR 2: 13)- # OF REFERRALS MADE BY THE COMMUNITY (BASELINE: DATA NOT YET AVAILABLE: YEAR 1: 58, WITH 19 WALK-INS; YEAR 2: DATA NOT AVAILABLE)- # OF INDIVIDUALS SERVED BY BURLINGTON YOUTH & FAMILY SERVICES (BASELINE: 4,286; YEAR 1: 4,146; YEAR 2: 3,235)- # OF REFERRALS MADE TO OTHER ORGANIZATIONS (BASELINE: 285; YEAR 1: 270; YEAR 2: 281) - # OF TRAININGS (BASELINE: 6; YEAR 1: 4; YEAR 2: 4)- # OF SUPPORT GROUPS AND INDIVIDUALS SERVED BY SUPPORT GROUPS (BASELINE: 10 GROUPS AND 81 ATTENDED; YEAR 1: 10 GROUPS, AND 103 ATTENDED; YEAR 2: 12 GROUPS AND 120 ATTENDED)- # OF SUBSTANCE USE COALITION MEETINGS ATTENDED (BASELINE: 4; YEAR 1: 4; YEAR 2: 0) - # OF NEW PARTNERSHIPS DEVELOPED (BASELINE: 2 GRANTEES: YEAR 1: 2 GRANTEES; YEAR 2: 0) |
| COMMUNITY PARTNERS | LAHEY CLINIC HOSPITAL IS COMMITTED TO IMPROVING THE HEALTH AND WELLBEING OF RESIDENTS WITHIN ITS SERVICE AREA BY COLLABORATING WITH A DIVERSE GROUP OF COMMUNITY PARTNERS. THE HOSPITAL WORKS TOGETHER WITH THESE PARTNERS TO REDUCE BARRIERS TO HEALTH, INCREASE PREVENTION AND/OR SELF-MANAGEMENT OF CHRONIC DISEASE AND INCREASE THE EARLY DETECTION OF ILLNESS. THE HOSPITAL'S COMMUNITY PARTNERS INCLUDE:- ARLINGTON COUNCIL ON AGING- A HEALTHY LYNNFIELD COALITION- BILLERICA COUNCIL ON AGING- BUNKER HILL COMMUNITY COLLEGE- BURLINGTON COUNCIL ON AGING- BURLINGTON RECREATION DEPARTMENT- BURLINGTON SCHOOL DEPARTMENT- CENTER FOR HOPE AND HEALING- CITY OF PEABODY- COMMUNITY TEAMWORK, INC.- GREATER LOWELL HEALTH ALLIANCE- GREATER BOSTON YMCA- LOWELL COMMUNITY HEALTH CENTER- HOUSING CORPORATION OF ARLINGTON- MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES- MERRIMACK VALLEY FOOD BANK- METRO NORTH YMCA- MIDDLESEX COMMUNITY COLLEGE- MILL CITY GROWS- MINUTEMAN SENIOR SERVICES- NEW ENTRY SUSTAINABLE FARMING PROJECT- NORTH SHORE COMMUNITY HEALTH- NORTH SUBURBAN YMCA- PEABODY COUNCIL ON AGING- PEABODY HIGH SCHOOL- PLACE OF PROMISE- REGIS COLLEGE- SAHELI- TOWN OF ARLINGTON- TOWN OF BEDFORD- TOWN OF BILLERICA- TOWN OF BURLINGTON- TOWN OF LEXINGTON- TOWN OF LYNNFIELDAS DESCRIBED IN DETAIL IN THIS SUPPORTING NARRATIVE TO THE FORM 990 SCHEDULE H, LAHEY CLINIC HOSPITAL IS DEEPLY DEDICATED TO ITS COMMUNITY BENEFITS OPERATIONS AND TO IMPROVING THE HEALTH OF ITS COMMUNITY. HOWEVER, IN RESPONSE TO SCHEDULE H, PART V, SECTION B, QUESTION 11, THERE WERE SOME NEEDS IDENTIFIED IN THE MOST RECENT CHNA THAT ARE NOT INCLUDED IN THE IMPLEMENTATION STRATEGY MOST RECENTLY ADOPTED BY LAHEY CLINIC HOSPITAL DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 (TAX YEAR 2024) AND WHICH WILL INFORM LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES FOR THE FISCAL PERIODS SEPTEMBER 30, 2026, SEPTEMBER 30, 2027 AND SEPTEMBER 30, 2028. NEEDS IDENTIFIED IN THAT CHNA WHICH WILL NOT BE ADDRESSED ARE ISSUES RELATED TO THE BUILT ENVIRONMENT (I.E., IMPROVING ROADS/SIDEWALKS AND ACCESS TO PHYSICAL ACTIVITY). LAHEY CLINIC HOSPITAL IS UNABLE TO ADDRESS THESE NEEDS DUE TO LIMITED FINANCIAL RESOURCES. WHILE THESE ISSUES ARE IMPORTANT, LAHEY CLINIC HOSPITAL'S CBAC AND SENIOR LEADERSHIP TEAM DECIDED THAT THESE ISSUES WERE OUTSIDE OF THE ORGANIZATION'S SPHERE OF INFLUENCE AND INVESTMENTS IN OTHERS AREAS WERE BOTH MORE FEASIBLE AND LIKELY TO HAVE GREATER IMPACT. HOWEVER, LAHEY CLINIC HOSPITAL REMAINS OPEN AND WILLING TO WORK WITH THE OTHER BILH HOSPITALS AND/OR COMMUNITY PARTNERS TO ADDRESS THESE ISSUES. IN ADDITION, THERE WERE SOME NEEDS IDENTIFIED IN THE PREVIOUS CHNA THAT WERE NOT INCLUDED IN THE PREVIOUS IMPLEMENTATION STRATEGY, BOTH OF WHICH GUIDED LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES FOR THE FISCAL PERIOD COVERED BY THIS FILING. THE LAHEY CLINIC HOSPITAL WAS UNABLE TO ADDRESS THESE NEEDS DUE TO LIMITED FINANCIAL RESOURCES. WHILE THESE ISSUES ARE IMPORTANT, LAHEY CLINIC HOSPITAL'S CBAC AND SENIOR LEADERSHIP TEAM DECIDED THAT THESE ISSUES WERE OUTSIDE OF THE ORGANIZATION'S SPHERE OF INFLUENCE AND INVESTMENTS IN OTHER AREAS WERE BOTH MORE FEASIBLE AND LIKELY TO HAVE GREATER IMPACT. LAHEY CLINIC HOSPITAL WAS OPEN TO, WILLING TO AND MAY HAVE WORKED WITH THE OTHER BILH HOSPITALS AND/OR COMMUNITY PARTNERS TO ADDRESS THESE ISSUES AS DESCRIBED IN THIS NARRATIVE SUPPORT TO FORM 990 SCHEDULE H. AS NOTED IN DETAIL ABOVE, LAHEY CLINIC HOSPITAL'S PRIMARY TOOL FOR ASSESSING THE HEALTHCARE NEEDS OF THE COMMUNITIES SERVED IS THROUGH THE CHNA AND IS (SCHEDULE H PART VI QUESTION 2).FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATIONTHE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW LAHEY CLINIC HOSPITAL CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 13.87% OF LAHEY CLINIC HOSPITAL'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. COMMUNITY BENEFITS--ANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, LAHEY HOSPITAL CLINIC'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY WERE COMPLETED AND APPROVED BY THE BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, AS REQUIRED PURSUANT TO THE REGULATIONS UNDER INTERNAL REVENUE CODE SECTION 501(R). IN ADDITION, AS NOTED IN THIS FORM 990 SCHEDULE H, PART I, LINES 6A AND 6B, THE HOSPITAL PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT THAT IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND ON THE HOSPITAL WEBSITE AT HTTPS://WWW.LAHEY.ORG/ABOUT/COMMUNITY-BENEFITS-NEEDSTHERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT LAHEY CLINIC HOSPITAL FILED WITH THE ATTORNEY GENERAL'S OFFICE. EMERGENCY CARE ACCESSIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS IS A GENERAL MEDICAL AND SURGICAL HOSPITAL, RESEARCH HOSPITAL AND TEACHING HOSPITAL PROVIDING EMERGENCY MEDICAL CARE TO ALL PATIENTS 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR WITHOUT REGARD TO ABILITY TO PAY (SCHEDULE H, PART V, SECTION A AND SECTION B QUESTION 21).FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS--CHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCELAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $3,098,973 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A.AS PREVIOUSLY NOTED IN THIS FORM 990, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS IS ONE OF ELEVEN HOSPITALS WITHIN THE BETH ISRAEL LAHEY HEALTH NETWORK. COMBINED THESE HOSPITALS' NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING FOR THE MASSACHUSETTS HOSPITALS, PAYMENTS TO THE MASSACHUSETTS HEALTH SAFETY NET TRUST, WAS MORE THAN $62 MILLION FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REPORTED IN SCHEDULE H PART I LINE 3 AND AGAIN IN SCHEDULE H PART V SECTION B LINE 13, FOR THE PERIOD COVERED BY THIS FILING, ELIGIBILITY FOR FREE CARE TO LOW-INCOME INDIVIDUALS IS DETERMINED USING FEDERAL POVERTY GUIDELINES OF 400% FOR FULL FREE CARE. ELIGIBILITY IS DETERMINED BY REVIEWING THE INDIVIDUAL'S EMPLOYMENT STATUS, FAMILY SIZE AND MONTHLY EXPENSES, INCLUDING MEDICAL HARDSHIP REVIEW.OTHER UNCOMPENSATED CHARITY CARE--MEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW-INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS THAT INSURE LOW-INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS GENERATED $25,382,773 RELATED TO TREATING MEDICAID PATIENTS WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS FOR SUCH SERVICES WHICH RESULTED IN A MEDICAID SHORTFALL OF $13,044,820 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. |
| DURING THE FISCAL PERIOD COVERED BY THIS FILING, ACROSS THE BILH HOSPITALS | THE COST OF PROVIDING CARE TO MEDICAID PATIENTS EXCEEDED PAYMENTS RECEIVED FOR PROVIDING THAT CARE RESULTING IN A COMBINED SHORTFALL OF APPROXIMATELY $104 MILLION RELATED TO TREATING MEDICAID PATIENTS. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS GENERATED $468,540,383 RELATED TO TREATING MEDICARE PATIENTS. THE COSTS OF PROVIDING CARE TO MEDICARE PATIENTS EXCEEDED REVENUE WHICH RESULTED IN A MEDICARE SHORTFALL OF $79,320,211. OF THESE AMOUNTS, REVENUE OF $17,851,502 IS RELATED TO THE PROVISION OF BEHAVIORAL HEALTH AND GENETICS AND IS INCLUDED ON THIS SCHEDULE H, PART I, LINE 7G, AS PART OF SUBSIDIZED HEALTH SERVICES BECAUSE THE COST OF THOSE SERVICES EXCEEDED REVENUES BY $4,208,226. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS CONSIDERS THE PROVISION OF CLINICAL CARE TO ALL MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, THE REMAINING CARE TO MEDICARE PATIENTS IS NOT QUANTIFIED ON PAGE 1 OF THE SCHEDULE H. INSTEAD, PER THE IRS INSTRUCTIONS TO SCHEDULE H, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS HAS SEPARATELY REPORTED THIS AMOUNT IN SCHEDULE H, PART III, LINE 7, AS REQUIRED.BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. COSTS FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $7,114,388 AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED.THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) AND AFFILIATES FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 INCLUDE THE ACCOUNTS OF: BETH ISRAEL LAHEY HEALTH (BILH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI), EXETER HOSPITAL (EH), BETH ISRAEL LAHEY HEALTH PHARMACY, THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP AS WELL AS OTHER ENTITIES FOR WHICH BILH SERVES AS DIRECT OR INDIRECT SOLE MEMBER. THE BILH CONSOLIDATED FINANCIAL STATEMENTS ALSO INCLUDE A CONTROLLED AFFILIATE, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) AND THE ENTITIES FOR WHICH HMFP SERVES AS DIRECT OR INDIRECT SOLE MEMBER. SEE FORM 990 SCHEDULE R AND A COPY OF THE AUDITED FINANCIAL STATEMENTS ATTACHED TO THIS FORM 990 FOR ADDITIONAL INFORMATIONFINANCIAL STATEMENT FOOTNOTESBAD DEBTSTHE BETH ISRAEL LAHEY HEALTH INC. CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE REGARDING BAD DEBT EXPENSE.PATIENT ACCOUNTS RECEIVABLE AND RELATED ALLOWANCE FOR DOUBTFUL ACCOUNTSTHE SYSTEM'S PATIENT SERVICE REVENUE IS REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICHTHE SYSTEM EXPECTS TO BE ENTITLED IN EXCHANGE FOR PROVIDING PATIENT CARE. THESE AMOUNTS ARE DUE FROMPATIENTS, THIRD-PARTY PAYORS (INCLUDING MANAGED CARE PAYORS AND GOVERNMENT PROGRAMS), AND OTHERSAND INCLUDE AN ESTIMATE OF VARIABLE CONSIDERATION FOR RETROACTIVE REVENUE ADJUSTMENTS DUE TO SETTLEMENTOF AUDITS, REVIEWS, AND INVESTIGATIONS. GENERALLY, THE SYSTEM BILLS THE PATIENTS AND THIRD-PARTY PAYORSSEVERAL DAYS AFTER THE SERVICES ARE PERFORMED AND/OR THE PATIENT IS DISCHARGED FROM THE SYSTEM'SFACILITY.REVENUE IS RECOGNIZED AS PERFORMANCE OBLIGATIONS ARE SATISFIED. PERFORMANCE OBLIGATIONS ARE DETERMINED BASED ON THE NATURE OF THE SERVICES PROVIDED BY THE SYSTEM. REVENUE FOR PERFORMANCE OBLIGATIONS SATISFIED OVER TIME IS RECOGNIZED BASED ON ACTUAL CHARGES INCURRED IN RELATION TO TOTAL EXPECTED (OR ACTUAL) CHARGES. THE SYSTEM BELIEVES THAT THIS METHOD PROVIDES A REASONABLE REPRESENTATION OF THE TRANSFER OF SERVICES OVER THE TERM OF THE PERFORMANCE OBLIGATION BASED ON THE INPUTS NEEDED TO SATISFY THE OBLIGATION.GENERALLY, PERFORMANCE OBLIGATIONS SATISFIED OVER TIME RELATE TO INPATIENT SERVICES. THE SYSTEM MEASURES THE PERFORMANCE OBLIGATION FROM ADMISSION INTO THE HOSPITAL, OR COMMENCEMENT OF A PATIENT SERVICE, TO THE POINT WHEN IT IS NO LONGER REQUIRED TO PROVIDE SERVICES TO THAT PATIENT, WHICH IS GENERALLY AT THE TIME OF DISCHARGE OR COMPLETION OF THE OUTPATIENT SERVICES.PATIENT ENCOUNTERS AND RELATED EPISODES OF CARE AND PROCEDURES QUALIFY AS DISTINCT GOODS AND SERVICES, PROVIDED SIMULTANEOUSLY TOGETHER WITH OTHER READILY AVAILABLE RESOURCES, IN A SINGLE INSTANCE OF SERVICE, AND THEREBY CONSTITUTE A SINGLE PERFORMANCE OBLIGATION FOR EACH PATIENT ENCOUNTER AND, IN MOST INSTANCES, OCCUR AT READILY DETERMINABLE TRANSACTION PRICES. ALL SERVICES PROVIDED ARE EXPECTED TO RESULT IN CASH FLOWS AND ARE THEREFORE REFLECTED AS NET REVENUE IN THE CONSOLIDATED FINANCIAL STATEMENTS.THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS AND DISCOUNTS ARE BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES, AND HISTORICAL CASH COLLECTION EXPERIENCE. DIFFERENCES BETWEEN STANDARD CHARGES AND ESTIMATED TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE, ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED, AND ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED.ADJUSTMENTS ARISING FROM A CHANGE IN THE TRANSACTION PRICE WERE NOT SIGNIFICANT DURING THE YEARS ENDED SEPTEMBER 30, 2025 OR 2024. |
| REVENUES UNDER THE TRADITIONAL FEE FOR SERVICE MEDICARE AND MEDICAID PROGRAM | ARE BASED PRIMARILY ON PROSPECTIVE PAYMENT SYSTEMS. RETROSPECTIVELY DETERMINED COST-BASED REVENUES UNDER THESE PROGRAMS, WHICH WERE MORE PREVALENT IN EARLIER PERIODS, AND CERTAIN OTHER PAYMENTS, SUCH AS DISPROPORTIONATE SHARE HOSPITAL AND BAD DEBT EXPENSE REIMBURSEMENT, WHICH ARE BASED ON OUR HOSPITALS' COST REPORTS, ARE ESTIMATED USING HISTORICAL TRENDS AND CURRENT FACTORS. COST REPORT SETTLEMENTS UNDER THESE PROGRAMS ARE SUBJECT TO AUDIT BY MEDICARE AND MEDICAID AUDITORS AND ADMINISTRATIVE AND JUDICIAL REVIEW, AND IT CAN TAKE SEVERAL YEARS UNTIL FINAL SETTLEMENT OF SUCH MATTERS IS DETERMINED AND COMPLETELY RESOLVED. THE SYSTEM RECORDS ACCRUALS TO REFLECT THE EXPECTED FINAL SETTLEMENTS ON COST REPORTS. FOR FILED COST REPORTS, THE ACCRUAL IS RECORDED BASED ON THOSE COST REPORTS AND SUBSEQUENT ACTIVITY. THE ACCRUAL FOR PERIODS FOR WHICH A COST REPORT IS YET TO BE FILED IS RECORDED BASED ON ESTIMATES OF WHAT THE SYSTEM EXPECTS TO REPORT ON THE FILED COST REPORTS. AFTER THE COST REPORT IS FILED, THE ACCRUAL MAY NEED TO BE ADJUSTED.SETTLEMENTS WITH THIRD-PARTY PAYORS FOR RETROACTIVE REVENUE ADJUSTMENTS DUE TO AUDITS, REVIEWS OR INVESTIGATIONS ARE CONSIDERED VARIABLE CONSIDERATION AND ARE INCLUDED IN THE DETERMINATION OF THE ESTIMATED TRANSACTION PRICE FOR PROVIDING PATIENT CARE USING THE MOST LIKELY OUTCOME METHOD. THESE SETTLEMENTS ARE ESTIMATED BASED ON THE TERMS OF THE PAYMENT AGREEMENT WITH THE PAYOR, CORRESPONDENCE FROM THE PAYOR AND HISTORICAL SETTLEMENT ACTIVITY, INCLUDING AN ASSESSMENT TO ENSURE THAT IT IS PROBABLE THAT A SIGNIFICANT REVERSAL IN THE AMOUNT OF CUMULATIVE REVENUE RECOGNIZED WILL NOT OCCUR WHEN THE UNCERTAINTY ASSOCIATED WITH THE RETROACTIVE ADJUSTMENT IS SUBSEQUENTLY RESOLVED.ESTIMATED SETTLEMENTS ARE ADJUSTED IN FUTURE PERIODS AS ADJUSTMENTS BECOME KNOWN, OR AS YEARS ARE SETTLED OR ARE NO LONGER SUBJECT TO SUCH AUDITS, REVIEWS AND INVESTIGATIONS.THE SYSTEM IS NOT AWARE OF ANY MATERIAL CLAIMS, DISPUTES, OR UNSETTLED MATTERS WITH ANY PAYORS THAT WOULD AFFECT REVENUES THAT HAVE NOT BEEN ADEQUATELY PROVIDED FOR AND DISCLOSED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. BECAUSE THE LAWS, REGULATIONS, INSTRUCTIONS AND RULE INTERPRETATIONS GOVERNING MEDICARE AND MEDICAID REIMBURSEMENT ARE COMPLEX, SUBJECT TO INTERPRETATION AND CAN CHANGE FREQUENTLY, THE ESTIMATES RECORDED COULD CHANGE BY MATERIAL AMOUNTS.CONSISTENT WITH THE SYSTEM'S MISSION, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE SYSTEM HAS DETERMINED IT HAS PROVIDED IMPLICIT PRICE CONCESSIONS TO UNINSURED PATIENTS AND PATIENTS WITH OTHER UNINSURED BALANCES (E.G., COPAYS AND DEDUCTIBLES). THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS THE SYSTEM EXPECTS TO COLLECT BASED ON ITS COLLECTION HISTORY WITH THOSE PATIENTS. PATIENTS WHO MEET THE SYSTEM'S CRITERIA FOR CHARITY CARE ARE PROVIDED CARE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. THE SYSTEM HAS DETERMINED THAT IT HAS PROVIDED SUFFICIENT IMPLICIT PRICE CONCESSIONS FOR THESE ACCOUNTS. PRICE CONCESSIONS, INCLUDING CHARITY CARE, ARE NOT REPORTED AS REVENUE.PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED CO-PAYS, CO-INSURANCE AND DEDUCTIBLES, WHICH VARY IN AMOUNT. THE SYSTEM ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH CO-PAYS, CO-INSURANCE AND DEDUCTIBLES AND FOR THOSE WHO ARE UNINSURED BASED ON HISTORICAL COLLECTION EXPERIENCE AND CURRENT MARKET CONDITIONS. THE DISCOUNT OFFERED TO CERTAIN UNINSURED PATIENTS IS RECOGNIZED AS A CONTRACTUAL ALLOWANCE, WHICH REDUCES NET OPERATING REVENUES AT THE TIME THE SELF-PAY ACCOUNTS ARE RECORDED. THE UNINSURED PATIENT ACCOUNTS, NET OF CONTRACTUAL ALLOWANCES RECORDED, ARE FURTHER REDUCED TO THEIR NET REALIZABLE VALUE AT THE TIME THEY ARE RECORDED THROUGH IMPLICIT PRICE CONCESSIONS BASED ON HISTORICAL COLLECTION TRENDS FOR SELF-PAY ACCOUNTS AND OTHER FACTORS THAT AFFECT THE ESTIMATION PROCESS. ALTHOUGH OUTCOMES VARY, THE SYSTEM'S POLICY IS TO ATTEMPT TO COLLECT AMOUNTS DUEFROM PATIENTS, INCLUDING CO-PAYS, CO-INSURANCE AND DEDUCTIBLES DUE FROM PATIENTS WITH INSURANCE, AT THE TIME OF SERVICE WHILE COMPLYING WITH ALL FEDERAL AND STATE STATUTES AND REGULATIONS.OTHER REVENUE INCLUDES CONTRIBUTIONS AND NET ASSETS RELEASED FROM RESTRICTIONS AS WELL AS CAFETERIA AND PARKING INCOME. ADDITIONALLY, PHARMACY SALES AND OTHER CONTRACTS RELATED TO HEALTH CARE SERVICES ARE INCLUDED IN OTHER REVENUE AND CONSIST OF CONTRACTS WHICH VARY IN DURATION AND IN PERFORMANCE. REVENUE IS RECOGNIZED WHEN THE PERFORMANCE OBLIGATIONS IDENTIFIED WITHIN THE INDIVIDUAL CONTRACTS ARE SATISFIED AND COLLECTIONS ARE PROBABLE. OTHER REVENUE FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024 ALSO INCLUDED FUNDING RECEIVED FROM FEDERAL AND STATE SOURCES RELATED TO THE COVID-19 PANDEMIC AMOUNTING TO $21,248 AND $17,500, RESPECTIVELY.FINANCIAL ASSISTANCE POLICY--INTERNAL REVENUE CODE SECTION 501(R)(4)FINANCIAL ASSISTANCE POLICY PURPOSE LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS IS DEDICATED TO PROVIDING FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE HEALTHCARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM OR OTHERWISE UNABLE TO PAY FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION AND MAINTAINS A FINANCIAL ASSISTANCE POLICY (FAP) WHICH IS INTENDED TO BE IN COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS. PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL RECEIVE FREE OR DISCOUNTED CARE FROM LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS WELL AS PROVIDERS WHO FOLLOW LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S FAP. A LIST OF ALL PROVIDERS WHO PROVIDE CARE WITHIN LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS WELL AS INFORMATION INDICATING IF THE LISTED PROVIDERS FOLLOW LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S FINANCIAL ASSISTANCE POLICY IS INCLUDED IN APPENDIX 5 TO THE FINANCIAL ASSISTANCE POLICY. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS DOES NOT DISCRIMINATE BASED ON THE PATIENT'S AGE, GENDER, RACE, CREED, RELIGION OR DISABILITY WHEN DETERMINING ELIGIBILITY.FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND EMERGENCY CARE POLICYAS REQUIRED BY IRC SECTION 501(R)(4) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL MAINTAINS A WRITTEN FINANCIAL ASSISTANCE POLICY (FAP) THAT APPLIES TO ALL EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PROVIDED BY THE HOSPITAL FACILITY. (SCHEDULE H PART I QUESTIONS 1A AND 1B). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21).THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE PROVIDER LIST IS UPDATED NOT LESS THAN QUARTERLY. THE HOSPITAL MAINTAINS A SEPARATE CREDIT AND COLLECTION POLICY AS PERMITTED UNDER THE TREASURY REGULATIONS AND THIS CREDIT AND COLLECTION POLICY IS REFERENCED WITHIN THE FAP AS REQUIRED, ALONG WITH INFORMATION ON HOW TO OBTAIN A FREE COPY OF THE CREDIT AND COLLECTION POLICY. (SCHEDULE H PART III SECTION C QUESTIONS 9A AND 9B AND PART V SECTION B QUESTION 17). THE HOSPITAL'S FAP AND CREDIT & COLLECTION POLICY WERE ADOPTED BY AN AUTHORIZED BODY AS REQUIRED PURSUANT TO THE IRC SECTION 501(R) TREASURY REGULATIONS.FINANCIAL ASSISTANCE POLICY--APPLYING FOR ASSISTANCE THE HOSPITAL'S FAP INCLUDES INFORMATION ON THE METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE UNDER THE FAP. IN ADDITION, THE HOSPITAL'S FINANCIAL ASSISTANCE APPLICATION INCLUDES A LIST OF INFORMATION/DOCUMENTATION REQUIRED AS PART OF A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. (SCHEDULE H PART V SECTION B QUESTION 15) |
| FINANCIAL ASSISTANCE POLICY--ELIGIBILITY GUIDELINES | THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE. (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE, AND THIS INFORMATION WILL BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP. (SCHEDULE H PART I QUESTIONS 3C).FINANCIAL ASSISTANCE--PUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL OFFER ALL INDIVIDUALS A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION.FINANCIAL ASSISTANCE POLICY--TRANSLATIONS THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY OF THE FAP (SEE DETAIL BELOW) HAVE ALL BEEN TRANSLATED INTO THE LANGUAGES SPOKEN BY THOSE IN THE HOSPITAL'S COMMUNITY WHO MAY COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE LANGUAGES OF LIMITED ENGLISH PROFICIENCY (LEP) OF ITS PATIENTS, 5% OF THE POPULATION OR 1000 PERSONS, WHICHEVER IS LESS, IN ACCORDANCE WITH THE REGULATIONS PROMULGATED UNDER IRC SECTION 501(R). BASED ON THE HOSPITAL'S REVIEW OF THIS SAFE HARBOR, THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE FOLLOWING LANGUAGES: FRENCH, HAITIAN CREOLE, ITALIAN, PORTUGUESE, GREEK, RUSSIAN, ARMENIAN, HINDI, GUJARATI, PUNJABI, SIMPLIFIED CHINESE, TRADITIONAL CHINESE AND KHMER. (SCHEDULE H PART V SECTION B QUESTION 16I)FINANCIAL ASSISTANCE POLICY--WIDELY PUBLICIZING AND AVAILABILITYCOPIES OF THE FINANCIAL ASSISTANCE POLICY (FAP), CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN BOTH ENGLISH AND ALL LEP LANGUAGES AT THE HOSPITAL, BY MAIL FREE OF CHARGE AND/OR ON THE HOSPITAL'S WEBSITE: (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H) AT HTTPS://WWW.LAHEY.ORG/PATIENTS-VISITORS/BILLING-FINANCIAL-SERVICES/ASSISTANCE.IN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE. (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS BEFORE DISCHARGE AND CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDE CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED. ADDITIONALLY, A PLAIN LANGUAGE SUMMARY OF THE FAP IS PROVIDED TO PATIENTS AS PART OF THE INTAKE PROCESS. (SCHEDULE H PART V SECTION B QUESTION 16G).FINANCIAL ASSISTANCE POLICY--PLAIN LANGUAGE SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION, INCLUDING THE WEBSITE ADDRESS, THE LOCATION AND PHONE NUMBER OF THE FINANCIAL COUNSELING OFFICE. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS APPROVAL UNDER THE FAP WILL APPLY.LINKS TO FINANCIAL ASSISTANCE POLICY AND RELATED DOCUMENTSTHE LINK TO THE LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS FINANCIAL ASSISTANCE POLICY (FAP) AND THE FOLLOWING RELATED DOCUMENTS CAN BE FOUND ON THE HOSPITAL'S WEBSITE. 1. CREDIT AND COLLECTION POLICY2. APPLICATION FOR FINANCIAL ASSISTANCE3. MEDICAL HARDSHIP APPLICATION4. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY ADDITIONAL INFORMATION ON PATIENT FINANCIAL ASSISTANCE AND BILLING, ALL IN [FRENCH, HAITIAN CREOLE, ITALIAN, PORTUGUESE, GREEK, RUSSIAN, ARMENIAN, HINDI, GUJARATI, PUNJABI, SIMPLIFIED CHINESE, TRADITIONAL CHINESE AND KHMER, CAN BE FOUND ON LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS WEBSITE AT: HTTPS://WWW.LAHEY.ORG/PATIENTS-VISITORS/BILLING-FINANCIAL-SERVICES/ASSISTANCELIMITATION ON CHARGES--INTERNAL REVENUE CODE SECTION 501(R)(5)LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE-ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLED--LOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS INCLUDED IN THE HOSPITAL'S FAP AS REQUIRED UNDER THE REGULATIONS DETAILING THE REQUIREMENTS UNDER IRC SECTION 501(R)(5). (SCHEDULE H PART V SECTION B QUESTION 22). |
| PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLED | THE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. WHERE A PATIENT SUBMITS A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE AND IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL REFUNDS ANY AMOUNTS PREVIOUSLY PAID FOR CARE THAN EXCEEDS THE AMOUNT THAT THE PATIENT IS PERSONALLY RESPONSIBLE FOR PAYING WHERE SUCH AMOUNTS ARE EQUAL TO OR EXCEED $5.00.BILLING AND COLLECTIONS--501(R)(6)EXTRAORDINARY COLLECTION ACTIVITIESTHE HOSPITAL HAS NOT ENGAGED IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS. (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).THE HOSPITAL MAY DEFER OR REQUIRE PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY SERVICES (OTHER THAN EMERGENCY MEDICAL SERVICES) TO PATIENTS WITH UNPAID BALANCES WHO HAVE FAILED TO PROVIDE REQUESTED INFORMATION FOR PROCESSING A FINANCIAL ASSISTANCE APPLICATION OR WITH RESPECT TO A PAYMENT PLAN. THE HOSPITAL DOES NOT PROVIDE A 30-DAY WRITTEN NOTICE IN ADVANCE OF TAKING SUCH ACTION, AS SUCH NOTICE IS NOT REQUIRED BY THE SECTION 501(R) REGULATIONS. (SCHEDULE H PART V SECTION B QUESTION 20).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS RESEARCHAS NOTED IN THIS FILING, THE LAHEY CLINIC INC. (LCI) IS A SISTER ENTITY TO THE LAHEY CLINIC HOSPITAL D/B/A D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH). EACH IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND EACH IS INTEGRALLY RELATED TO ACCOMPLISHING THEIR COMBINED MISSIONS OF PATIENT CARE, EDUCATION AND RESEARCH. ALTHOUGH THE EXPENSES ASSOCIATED WITH RESEARCH ARE NOT INCLUDED IN COSTS REPORTED IN THIS FORM 990 SCHEDULE H PART I LINE 7H BECAUSE THEY ARE ACCOUNTED FOR AS COSTS OF LAHEY CLINIC INC., THESE ACTIVITIES ARE IMPORTANT TO THE COMBINED MISSIONS OF BOTH ENTITIES AND TO THE COMMUNITIES SERVED BY THE HOSPITAL, AND AS SUCH, DETAIL SUPPORTING THESE ACCOMPLISHMENTS ARE INCLUDED IN THE NARRATIVE SUPPORT TO THIS FILING. SINCE LAHEY CLINIC'S INCEPTION, ITS CLINICIANS HAVE ENGAGED IN FURTHERING RESEARCH IN ORDER TO ADVANCE THE PRACTICE OF MEDICINE, NOT ONLY FOR LAHEY PATIENTS BUT FOR ALL PATIENTS. ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS IS A LONGSTANDING, CORE COMPONENT OF THE LAHEY CLINIC MISSION. WHETHER WORKING IN THE LABORATORY SETTING OR PARTICIPATING IN CLINICAL TRIALS TO TREAT PATIENTS AND ADVANCE CLINICAL MEDICINE, THEY ARE HELPING TO SHAPE THE NEW TREATMENTS THAT IMPROVE QUALITY CARE FOR PATIENTS, BOTH SAFELY AND EFFECTIVELY.THE MAJORITY OF THE RESEARCH CONDUCTED AT LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH) CONSISTS OF CLINICAL TRIALS THAT HAVE A DIRECT IMPACT ON THE LIVES OF LAHEY CLINIC AND LCH PATIENTS. DURING THE FISCAL PERIOD COVERED BY THIS FILING, LAHEY WAS ENGAGED IN 265 ACTIVE FEDERAL, CORPORATE, NON-PROFIT, AND INTERNALLY SPONSORED PROJECTS, AND MORE THAN 460 ACTIVE EXEMPT, EXPEDITED, AND FULL BOARD-REVIEWED CLINICAL STUDIES. DURING THE SAME TIME, LAHEY HAD NEARLY 200 PRINCIPAL INVESTIGATORS, MANY WHO ARE TUFTS UNIVERSITY SCHOOL OF MEDICINE FACULTY OR UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL FACULTY, AND NEARLY THE SAME NUMBER OF CO-INVESTIGATORS DEMONSTRATING A ROBUST CULTURE OF RESEARCH ENGAGEMENT AMONG PHYSICIANS AND CLINICAL DISCIPLINES. THIS BROAD ENGAGEMENT RESULTED IN OVER 700 PATIENTS RECEIVING MEDICAL CARE AS PART OF CLINICAL TRIALS. THE KEY AREAS OF RESEARCH INCLUDE THERAPEUTIC INVESTIGATIONAL DRUG AND MEDICAL DEVICE CLINICAL TRIALS, COMPARATIVE EFFECTIVENESS RESEARCH, AND TRANSLATIONAL RESEARCH ALL OF WHICH SERVE THE GOAL OF TREATING PATIENTS AND PROVIDING THE CUTTING-EDGE CARE OF TOMORROW. AS NOTED IN THIS FILING, LCH IS A TEACHING HOSPITAL, AND IS COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE WITH OTHER NATIONALLY RECOGNIZED AND WORLD-RENOWNED BOSTON TEACHING HOSPITALS. LCH ALSO PARTICIPATES IN 2 CLINICAL AND TRANSLATIONAL SCIENCE AWARD (CTSA) PROGRAMS: THE UMASS CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE AND THE TUFTS CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (TUFTS CTSI), WHICH PROMOTE COLLABORATIVE, CROSS-DISCIPLINARY, FULL-SPECTRUM TRANSLATIONAL RESEARCH AMONG MULTIPLE HOSPITALS AND HEALTH PLANS, INDUSTRY LEADERS, COMMUNITY ORGANIZATIONS, AND OTHER PARTICIPANTS WHO PLACE A UNIQUE EMPHASIS ON ENGAGING THEIR LOCAL COMMUNITIES IN BIOMEDICAL RESEARCH. THE COLLABORATIVE NATURE OF THE RESEARCH CONDUCTED AT LAHEY RESULTED IN THEIR PUBLISHING OVER 400 PEER-REVIEWED JOURNAL ARTICLES DURING THE PERIOD COVERED BY THIS FILING.LAHEY CLINIC ENGAGES IN RESEARCH IN NEARLY ALL DISCIPLINES:- ALLERGY AND IMMUNOLOGY- ANESTHESIOLOGY- CARDIOVASCULAR AND THORACIC SURGERY- CARDIOVASCULAR MEDICINE- CELL AND MOLECULAR BIOLOGY RESEARCH LABORATORY- COLON AND RECTAL SURGERY- DERMATOLOGY- DIAGNOSTIC RADIOLOGY- EXECUTIVE HEALTH- GASTROENTEROLOGY- GENERAL INTERNAL MEDICINE- GENERAL SURGERY- GYNECOLOGY- HEMATOLOGY AND ONCOLOGY- HOSPITAL MEDICINE, - INFECTIOUS DISEASES- LABORATORY MEDICINE- NEUROLOGY- NEUROSURGERY- NURSING- OPHTHALMOLOGY- ORTHOPEDIC SURGERY- OTOLARYNGOLOGY/HEAD & NECK SURGERY- PATHOLOGY- PHYSICAL THERAPY- PLASTIC AND RECONSTRUCTIVE SURGERY- PROFESSIONAL DEVELOPMENT AND SIMULATION- PSYCHIATRY AND BEHAVIORAL HEALTH- PULMONARY AND CRITICAL CARE MEDICINE- RADIATION ONCOLOGY- SURGICAL CRITICAL CARE- TRANSPLANTATION- TRAUMA CENTER- TRAVEL AND TROPICAL MEDICINE- UROLOGYRESEARCH ENGAGEMENT AT LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS ADVANCING MEDICINE THROUGH DISCOVERY, RESEARCH AND INNOVATION IS THE MISSION OF THE RESEARCH PROGRAM AT LAHEY. ITS FOCUS CENTERS ON BRINGING THE LATEST THERAPEUTICS TO THE CLINIC, EVALUATING AND IMPLEMENTING PREVENTATIVE INTERVENTIONS FOR THE PURPOSE OF IMPROVING HEALTH OUTCOMES, ASSESSING THE QUALITY AND EFFECTIVENESS OF MEDICAL CARE, AND TRANSFORMING THE PRACTICE OF MEDICINE THROUGH SCIENTIFIC DISCOVERY. EXAMPLES OF RESEARCH ENGAGEMENT AT LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERSHIGHLIGHTED BELOW ARE A FEW EXAMPLES OF THE TRANSFORMATIVE RESEARCH CONDUCTED AT LAHEY. THE DETAIL BELOW IS DESIGNED TO PROVIDE THE READER WITH A TASTE OF THE MANY CONTRIBUTIONS LAHEY IS MAKING TO PATIENT CARE TODAY AND TOMORROW.INBORN ERRORS OF IMMUNITY (IEI)INBORN ERRORS OF IMMUNITY ENCOMPASS MORE THAN 485 RARE DISORDERS CAUSED BY KNOWN OR SUSPECTED GENETIC DEFECTS IN THE IMMUNE SYSTEM. WHILE INITIALLY CONSIDERED RARE, COMMON VARIABLE IMMUNODEFICIENCY (CVID) IS THE MOST COMMON IEI WORLDWIDE AND CAN BE OBSERVED IN EVERY 1 IN 25,000 INDIVIDUALS. IEI IS ASSOCIATED WITH EARLIER MORTALITY AND MORE FREQUENT INFECTIOUS AND NONINFECTIOUS COMPLICATIONS, PARTICULARLY IN THE PEDIATRIC POPULATION. PRIMARY IMMUNODEFICIENCY DISEASES (PID) ARE ACKNOWLEDGED AS IMPORTANT MEDICAL AND SOCIAL ISSUES. PRIMARY IMMUNODEFICIENCY DISEASES ENCOMPASS MORE THAN 200 DIFFERENT RARE DISEASES THAT SHARE AT LEAST TWO CHARACTERISTICS, INHERITANCE AND INCREASED SUSCEPTIBILITY TO INFECTIONS. THE MECHANISMS IMPLY DIFFERENT COMPONENTS SUCH AS B-CELLS, T-CELLS, PHAGOCYTES OR COMPLEMENT, AND MORE THAN 350 GENES ARE KNOWN TO BE INVOLVED IN PID. THE ESTIMATED OVERALL PREVALENCE OF THESE DISORDERS IN THE UNITED STATES IS APPROXIMATELY 1 IN 1200 LIVE BIRTHS (MCCUSKER ET AL, 2018). COMMON VARIABLE IMMUNODEFICIENCY (CVID) IS THE MOST PREVALENT PID WORLD-WIDE AND IS COMPRISED OF A CONSORTIUM OF DISORDERS WITH SIMILAR ANTIBODY DEFICIENCY BUT A VARIETY OF DIFFERENT ETIOLOGIES THAT HAVE YET TO BE DEFINED AND STUDIED. WITH AN ESTIMATED INCIDENCE RATE OF ~1 IN 25,000 INDIVIDUALS, CVID ACCOUNTS FOR MORE THAN 50% OF DEFICIENCIES WITHIN THE PID GROUP (CUNNINGHAM RUNDLES ET AL, 2012; COOPER ET AL, 1973). |
| PATIENTS WITH CVID WHO DEVELOP AUTOINFLAMMATORY COMPLICATIONS HAVE AN | 11-FOLD HIGHER RISK OF DEATH, YET WE LACK PRECISION DIAGNOSTIC TOOLS TO PREDICT AND INFORM TREATMENT OF THESE AUTOINFLAMMATORY COMPLICATIONS. CURRENTLY, THERE ARE NO FDA-APPROVED THERAPIES AND NO STANDARD-OF-CARE PRACTICE GUIDELINES TO DIRECT THE MANAGEMENT OF AUTO-INFLAMMATORY DISEASE SEQUELAE OCCURRING IN CVID PATIENTS. AS A FOUNDING MEMBER OF THE NEW ENGLAND IMMUNE DEFICIENCY CONSORTIUM (NEIDC), JOSELYN FARMER, MD, PHD IS COLLABORATING WITH MASSACHUSETTS GENERAL HOSPITAL AND BOSTON UNIVERSITY TO STUDY ONE OF THE LARGEST CVID COHORTS IN THE COUNTRY. LEVERAGING THE ELECTRONIC HEALTH RECORD, DR. FARMER PAIRED A ROBUST DATABASE OF CLINICAL DATA ON CVID PATIENTS WITH A BIOBANK OF PERIPHERAL BLOOD MONONUCLEAR CELLS (PBMCS), PLASMA, AND DNA FROM BLOOD. THE GOAL OF THIS WORK IS TO ELUCIDATE UNDERLYING IMMUNE PATHOMECHANISMS, TOWARDS DIRECT TRANSLATION TO PRECISION CARE OF CVID PATIENTS. WITH GRANTS FROM FOUNDATIONS AND INDUSTRY SPONSORS, DR. FARMER IS EXPLORING WHETHER OR NOT FUNCTIONAL IMMUNOPHENOTYPING, SPECIFICALLY BY OLINK 3K PROTEOME IN PERIPHERAL BLOOD, CAN IMPROVE DRUG-TARGETABLE PATHWAY DISCOVERY IN CVID. THE GOAL OF THIS WORK IS TO PAIR FUNCTIONAL PROTEOMICS WITH EXISTING WHOLE EXOME SEQUENCING DATA FROM CVID PROBANDS TO DEFINE CONVERGENT, AND POTENTIALLY DRUG-TARGETABLE, PATHWAYS OF IMMUNE DYSREGULATION IN CVID. THIS WORK WILL ADDRESS A CRITICAL GAP IN PATIENT CARE, WITH A SPECIFIC OVERARCHING GOAL TO USE FUNCTIONAL IMMUNOPHENOTYPING TO INFORM DRUG-TARGETABLE PATHWAY DISCOVERY IN CVID. THE VARIABILITY OF CVID REFERS TO THE DEVELOPMENT OF NONINFECTIOUS COMPLICATIONS IN ADDITION TO INCREASED VULNERABILITY TO INFECTION IN UP TO TWO-THIRDS OF PATIENTS. THE CLINICAL SPECTRUM OF CVID IS EXTENSIVE BUT IS COMPOSED OF TWO MAIN PHENOTYPES: ONE COHORT WITH RECURRENT INFECTIONS AND A SECOND COHORT WITH AUTOIMMUNE/INFLAMMATORY SYMPTOMS. NONINFECTIOUS COMPLICATIONS HAVE EMERGED AS A MAJOR CLINICAL CHALLENGE OF CVID, AND THE PATHOGENESIS IS POORLY UNDERSTOOD (HO ET AL, 2020). CVID PATIENTS WHO DEVELOP AUTO-INFLAMMATORY COMORBIDITIES (E.G., AUTO-INFLAMMATORY BOWEL, LUNG, LIVER, SKIN, JOINT DISEASE AND/OR AUTOIMMUNE CYTOPENIAS) HAVE AN 11-FOLD HIGHER RISK OF DEATH (RESNICK ET AL, 2012). THESE DATA HIGHLIGHT AN IMMENSE CLINICAL NEED TO BETTER MANAGE AUTOINFLAMMATORY DISEASE CO-MORBIDITIES OCCURRING IN CVID PATIENTS.IMMUNOGLOBULIN REPLACEMENT THERAPY IS THE CURRENT TREATMENT OPTION FOR CVID, WHICH USUALLY RELIEVES INFECTIOUS SYMPTOMS. MEDICATIONS PRESCRIBED FOR RECURRENT INFECTIONS MAY ALSO INCLUDE ANTIBIOTICS THAT MAY BE USED FOR A LONGER DURATION COMPARED TO A HEALTHY INDIVIDUAL AS A STANDARD OF CARE (ALBIN ET AL, 2014). HOWEVER, THERE ARE CURRENTLY NO FDA-APPROVED THERAPIES TO MANAGE THE CO-MORBIDITIES ASSOCIATED WITH THE AUTOINFLAMMATORY DISEASE OCCURRING IN CVID PATIENTS. WITH THE ONSET OF CLINICAL WHOLE EXOME SEQUENCING, A PROBABLE DISEASE-CAUSING MUTATION IS IDENTIFIED IN UP TO ONE-THIRD OF PATIENTS WITH CVID (MAFFUCCI ET AL 2016). THE CLINICAL CARE OF A CVID PATIENT WHO RECEIVES A CONFIRMED OR SUSPECTED GENETIC DIAGNOSIS IS VASTLY DIFFERENT. AS MENTIONED ABOVE, ALL CVID PATIENTS ARE TYPICALLY STARTED ON IMMUNOGLOBULIN REPLACEMENT THERAPY, YET THERE ARE NO CURRENT FDA-APPROVED THERAPIES FOR THE AUTOINFLAMMATORY DISEASE CO-MORBIDITIES THAT OCCUR IN CVID PATIENTS. THEREFORE, OBTAINING A GENETIC IDENTITY FOR THE CAUSE OF THE CVID OPENS UP THE OPPORTUNITY FOR USE OF MECHANISM-BASED THERAPEUTICS DIRECTED TO THE SPECIFIC GENE DEFECT (E.G., USE OF A PI3K INHIBITOR IN A PATIENT IDENTIFIED TO HAVE ACTIVATING PI3K-DELTA SYNDROME OR USE OF REPLACEMENT CTLA4-IG TO MANAGE CTLA4 DEFICIENCY). CURRENTLY, HOWEVER, THERE IS A CRITICAL BOTTLENECK IN CVID PATIENT CARE LIMITING ACCESS TO IMMUNOMODULATORS. THIS IMPORTANTLY INCLUDES THE LACK OF A PROBABLE DISEASE-CAUSING MUTATION IN THE MAJORITY OF CVID PATIENTS (MAFFUCCI ET AL 2016). DR. FARMER HYPOTHESIZES THAT FUNCTIONAL IMMUNOPHENOTYPING, USING THE OLINK 3K PROTEOMICS PLATFORM IN PERIPHERAL BLOOD, AMONG CVID PATIENTS WITH A KNOWN GENETIC ETIOLOGY CAN POTENTIALLY INFORM TREATMENT DECISION MAKING IN CVID PATIENTS WITHOUT A KNOWN GENETIC ETIOLOGY. THE OVERARCHING GOAL IS TO PRODUCE NOVEL GENOTYPE-IMMUNOPHENOTYPE-CLINICAL PRESENTATION ASSOCIATION MAPS THAT CAN ULTIMATELY PREDICT EFFICACY OF TARGETED IMMUNOMODULATORS MORE GLOBALLY IN CVID PATIENT CARE. ALOPECIACYNTHIA ERIVO IS AMONG THE MOST VISIBLE BALD WOMEN IN CONTEMPORARY PUBLIC LIFE; HOWEVER, SHE REMAINS A RARE EXCEPTION. THE RELATIVE ABSENCE OF BALD WOMEN IN MAINSTREAM CULTURE REFLECTS DEEPLY INGRAINED SOCIETAL EXPECTATIONS REGARDING WHAT A "HEALTHY" WOMAN SHOULD LOOK LIKE. AS A RESULT, HAIR LOSS IN WOMEN CARRIES A DISPROPORTIONATE PSYCHOLOGICAL BURDEN. AT OUR HAIR LOSS CENTER, MORE THAN 2,500 NEW ALOPECIA PATIENTS HAVE BEEN EVALUATED SINCE 2016, AND 83% OF THEM WERE FEMALE. WOMEN CONSISTENTLY REPORT GREATER NEGATIVE IMPACTS ON THEIR QUALITY OF LIFE COMPARED TO MEN FACING SIMILAR DEGREES OF HAIR LOSS. THIS BURDEN IS ESPECIALLY SIGNIFICANT IN INFLAMMATORY, SCARRING HAIR LOSS DISORDERS SUCH AS LICHEN PLANOPILARIS (LPP), A CONDITION THAT OVERWHELMINGLY AFFECTS WOMEN, UP TO 90% OF ALL DIAGNOSES. DESPITE THIS, LPP REMAINS UNDERSTUDIED AND UNDER FUNDED. TO ADDRESS THIS GAP, DR. MARYANNE MAKREDES SENNA, FOUNDING DIRECTOR OF THE LAHEY HAIR LOSS CENTER OF EXCELLENCE AND PRINCIPAL INVESTIGATOR, IS FOCUSED ON ADVANCING UNDERSTANDING OF THESE NEGLECTED DISORDERS TO INFORM FUTURE THERAPEUTIC STRATEGIES. IN LPP, LYMPHOCYTIC INFLAMMATION TARGETS AND DESTROYS THE HAIR FOLLICLE STEM CELLS (HFSCS) RESPONSIBLE FOR REGENERATING NEW HAIR. ONCE THESE STEM CELLS ARE LOST, THE FOLLICLE CANNOT REGROW, LEADING TO FIBROSIS (SCARRING) OF THE FOLLICULAR UNIT AND PERMANENT, OFTEN PAINFUL, HAIR LOSS. THE REASON THIS IMMUNE ATTACK BEGINS REMAINS UNCLEAR. IN HEALTHY INDIVIDUALS, THE HFSCS RESIDE IN A REGION OF THE FOLLICLE KNOWN AS THE BULGE, WHICH IS NORMALLY AN AREA OF IMMUNE PRIVILEGE, A NATURAL PROTECTIVE MECHANISM SHARED WITH OTHER DELICATE ORGANS SUCH AS THE EYE, BRAIN, TESTES, AND PLACENTA. CURRENT EVIDENCE SUGGESTS THAT IN LPP, THIS IMMUNE PRIVILEGE COLLAPSES, LIKELY TRIGGERED BY THE PRO INFLAMMATORY CYTOKINE INTERFERON (IFN ). THIS COLLAPSE EXPOSES STEM CELLS TO IMMUNE RECOGNITION AND DESTRUCTION. WHILE CD8 T CELLDRIVEN IMMUNE ATTACK EXPLAINS THE INFLAMMATION, IT DOES NOT FULLY ACCOUNT FOR THE FIBROSIS CHARACTERISTIC OF LPP. TO EXPLORE THIS FURTHER, DR. SENNA'S RESEARCH EXAMINED THE EXPRESSION OF FIBROSIS AND INFLAMMATION RELATED GENES IN SCALP BIOPSIES TAKEN BEFORE AND AFTER TREATMENT. THE TREATMENTS STUDIED WERE HYDROXYCHLOROQUINE (HCQ), NARROW BAND ULTRAVIOLET B (NB UVB), AND LOW LEVEL LASER LIGHT THERAPY (LLLLT). ACROSS ALL TREATMENT GROUPS, THE GENES PTGER4 AND DOCK2 WERE SIGNIFICANTLY UPREGULATED, ALONG WITH INCREASED SIGNATURES OF EXHAUSTED CD8 T CELLS, SUGGESTING THAT THESE THERAPIES INFLUENCE IMMUNE PATHWAYS INVOLVED IN LPP. NOTABLY, HCQ AND NB UVB WERE ASSOCIATED WITH REDUCTIONS IN FIBROSIS RELATED GENE EXPRESSION, IMPLYING A POTENTIAL ABILITY TO SLOW THE PROGRESSION OF SCARRING. LLLLT, IN CONTRAST, DID NOT DEMONSTRATE ANY SIGNIFICANCE. ALTHOUGH ADDITIONAL RESEARCH WITH LARGER COHORTS IS NEEDED, THESE FINDINGS SUGGEST THAT HCQ AND NB UVB MAY BE MORE EFFECTIVE OPTIONS FOR PREVENTING LONG TERM FOLLICULAR SCARRING IN LPP.DR. SENNA ANTICIPATES THAT THIS WORK WILL HELP IDENTIFY NOVEL THERAPEUTIC TARGETS AND SUPPORT FUTURE TRANSLATIONAL RESEARCH AIMED AT DEVELOPING MORE EFFECTIVE TREATMENTS FOR THESE DEBILITATING AND UNDER RECOGNIZED CONDITIONS.URETHRAL STRICTURE DISEASE (USD) ONE OF THE MAIN COMPLICATIONS IN MEN WITH LICHEN SCLEROSIS (LS) IS URETHRAL STRICTURE DISEASE (USD). USD CAN LEAD TO URINARY SYMPTOMS, SEXUAL DYSFUNCTION, AND RENAL FAILURE IF OBSTRUCTION IS PROLONGED. LICHEN SCLEROSIS IS RESPONSIBLE FOR AROUND 15% OF ALL CASES OF USD AND IS ASSOCIATED WITH LONGER STRICTURES, HIGHER LEVELS OF INFLAMMATION, AND HIGHER RECURRENCE RATES AFTER URETHROPLASTY COMPARED TO NON-LS STRICTURES. LS URETHRAL STRICTURES ARE DISTINCT FROM NON-LS STRICTURES, IN THAT THEY PRESENT SIGNIFICANT PHENOTYPIC VARIANCE AND SEVERITY. LICHEN SCLEROSIS STRICTURES PRESENT ALONG A SPECTRUM OF SEVERITY, RANGING FROM SIMPLE MEATAL STENOSIS TO INVOLVEMENT OF THE ENTIRE ANTERIOR URETHRA (>20 CM). ADDITIONALLY, LS CAN AFFECT GENITAL SKIN WITH A RANGE OF DISEASE SEVERITY. THIS CAN MANIFEST AS ATROPHIC, HYPOPIGMENTED WHITE PATCHES OF PENILE AND GLANS SKIN, BUT MAY ALSO DEVELOP INTO SKIN EROSION, ULCERATIONS, GLANS ADHESIONS AND ULTIMATELY BURIED PENIS. MEN WITH GENITAL LS OFTEN HAVE LS ASSOCIATED URETHRAL STRICTURES. |
| RECENT MULTI INSTITUTIONAL EVIDENCE HAS FURTHER UNDERSCORED THE COMPLEXITY | OF LS RELATED URETHRAL STRICTURE DISEASE, DEMONSTRATING THAT LS STRICTURES CARRY A UNIQUELY HIGH BURDEN OF RECURRENCE AND MAY BEHAVE DIFFERENTLY FROM STRICTURES OF OTHER ETIOLOGIES. IN THE LARGEST COLLABORATIVE ANALYSIS TO DATE, LS WAS CONFIRMED AS A STRONG RISK FACTOR FOR RECURRENT STRICTURE AFTER URETHROPLASTY, LIKELY REFLECTING PERSISTENT UNDERLYING INFLAMMATION AND PROGRESSIVE FIBROSIS CHARACTERISTIC OF THE DISEASE. ACROSS 231 PATIENTS TREATED AT NINE CENTERS, LONG TERM OUTCOMES SHOWED THAT LS ASSOCIATED STRICTURES RECURRED IN APPROXIMATELY 20% OF CASES DESPITE RECONSTRUCTION, WITH OBESITY EMERGING AS THE ONLY SIGNIFICANT CLINICAL PREDICTOR OF RECURRENCE. THESE FINDINGS HIGHLIGHT THAT LS STRICTURES REPRESENT A BIOLOGICALLY AND CLINICALLY DISTINCT ENTITY, REINFORCING THE NEED FOR IMPROVED UNDERSTANDING OF DISEASE MECHANISMS TO OPTIMIZE SURGICAL DECISION MAKING. IN A RECENT MULTI CENTER STUDY INVOLVING LHMC INVESTIGATORS, OUTCOMES OF SINGLE STAGE URETHROPLASTY (SSU), STAGED URETHROPLASTY, AND PERINEAL URETHROSTOMY (PU) WERE DIRECTLY COMPARED TO CLARIFY BEST PRACTICES IN THE MANAGEMENT OF LS INDUCED STRICTURES. THE ANALYSIS DEMONSTRATED NO SIGNIFICANT DIFFERENCE IN STRICTURE FREE SURVIVAL BETWEEN TECHNIQUES, WITH 1 , 5 , AND 10 YEAR RECURRENCE FREE RATES OF 90%,80%, AND 75% RESPECTIVELY, AND COMPARABLE COMPLICATION PROFILES ACROSS ALL RECONSTRUCTIVE APPROACHES. NOTABLY, SSU WITH ORAL MUCOSAL GRAFTS ACHIEVED OUTCOMES EQUIVALENT TO STAGED REPAIRS WHILE AVOIDING THE MORBIDITY AND RECOVERY BURDEN ASSOCIATED WITH MULTIPLE PROCEDURES, SUPPORTING SSU AS A HIGHLY FEASIBLE PRIMARY TREATMENT OPTION IN APPROPRIATELY SELECTED PATIENTS. THESE DATA PROVIDE ESSENTIAL CLARITY ON RECONSTRUCTIVE STRATEGY FOR LS RELATED STRICTURES AND WILL HELP GUIDE PERSONALIZED, EVIDENCE BASED SURGICAL PLANNING FOR THIS CHALLENGING AND HETEROGENEOUS DISEASE. HYPERTROPHIC CARDIOMYOPATHY (HCM)LHMC'S HYPERTROPHIC CARDIOMYOPATHY CENTER, LED BY DRS. MARTIN S. MARON, BARRY J. MARON, AND ETHAN J. ROWIN, ARE INTERNATIONALLY RECOGNIZED AUTHORITIES AND INNOVATORS IN HCM, OFFERING HIGHLY PERSONALIZED CARE AND LEADING-EDGE TREATMENTS TO ACHIEVE A GOOD QUALITY OF LIFE AND LONGEVITY FOR PATIENTS WITH HCM. IN FY 2025, LHMC HCM RESEARCHERS CONTINUED TO ADVANCE THE MANAGEMENT OF HCM. HCM IS A RELATIVELY COMMON OFTEN INHERITED HEART DISEASE ENCUMBERED THROUGHOUT MUCH OF ITS ALMOST 60-YEAR HISTORY BY THE EXPECTATION OF AN UNFAVORABLE OUTCOME WITH SHORTENED LONGEVITY. MOST PATIENTS WITH HCM CAN NOW EXPECT NORMAL OR NEAR-NORMAL LIFE EXPECTANCIES, WITH MINIMAL DISEASE RELATED DISABILITY; DESPITE INFORMATION BEING DISCOVERED, HCM STILL REQUIRES THE PATIENT TO BE ON MYRIADS OF DIFFERENT MANAGEMENT STRATEGIES. DISTINCT ADVERSE DISEASE PATHWAYS DICTATE HIGH-BENEFIT LOW-RISK PERSONALIZED TREATMENTS, WITHOUT RELIANCE ON GENOMICS AND SARCOMERE MUTATIONS, INCLUDING: PRIMARY PREVENTION IMPLANTABLE DEFIBRILLATORS FOR SUDDEN CARDIAC DEATH PREVENTION, SURGICAL MYECTOMY AND PERCUTANEOUS ALCOHOL SEPTAL ABLATION TO REVERSE HEART FAILURE SYMPTOMS, ANTICOAGULATION TO PREVENT EMBOLIC STROKE ASSOCIATED WITH CONCOMITANT ATRIAL FIBRILLATION, EXTERNAL DEFIBRILLATION AND HYPOTHERMIA FOR OUT-OF-HOSPITAL CARDIAC ARREST, AND HEART TRANSPLANT IN A SMALL PATIENT SUBGROUP WITH END-STAGE DISEASE. LHMC HCM RESEARCHERS ARE DEDICATED TO FINDING WAYS TO GIVE THEIR PATIENTS A GOOD QUALITY OF LIFE. DR. MARTIN MARON AND OTHER SEQUOIA-HCM INVESTIGATORS EVALUATED THE EFFECT OF AFICAMTEN VS METOPROLOL ON PATIENT REPORTED HEALTH STATUS IN IN OBSTRUCTIVE HCM (OHCM). PATIENTS WITH SYMPTOMATIC OHCM WERE EVALUATED WITH THE KCCQ (KANSAS CITY CARDIOMYOPATHY QUESTIONNAIRE). AFICAMTEN WAS PROVEN SIGNIFICANTLY MORE EFFECTIVE AT IMPROVING EXERCISE CAPACITY IN OHCM COMPARED TO METOPROLOL. 175 PATIENTS WITH SIMILAR BASELINE SCORES WERE RANDOMIZED INTO TREATMENT GROUPS (N = 88 AFICAMTEN; N = 87 METOPROLOL). AFICAMTEN, COMPARED WITH METOPROLOL RESULTED IN SUBSTANTIALLY GREATER IMPROVEMENT IN HEALTH STATUS. THIS IS THE FIRST STUDY COMPARING A CARDIAC MYOSIN INHIBITOR AGAINST A BETA-BLOCKER; THE RESULT REPRESENTS A STEP FORWARD IN THE ABILITY TO REDUCE SYMPTOMATIC BURDEN. BEYOND THEIR RESEARCH EVALUATING NEW THERAPIES FOR HYPERTROPHIC CARDIOMYOPATHY (HCM), THE LHMC HCM RESEARCH TEAM IS ALSO ADVANCING THE USE OF ARTIFICIAL INTELLIGENCE TO IMPROVE CARDIOVASCULAR DISEASE ASSESSMENT. BECAUSE MANY DEEP LEARNING MODELS FUNCTION AS "BLACK BOXES," THE TEAM EVALUATED MORE TRANSPARENT METHODS TO HELP CLINICIANS UNDERSTAND HOW THESE MODELS MAKE PREDICTIONS. IN COMPARING TRADITIONAL GRAD CAM VISUALIZATION WITH A NEWER APPROACH CALLED LATENT SPACE VARIABLE DECODING (LSVD), THEY FOUND THAT LSVD OFFERED CLEARER, MORE RELIABLE INSIGHT INTO THE ECG FEATURES ASSOCIATED WITH HIGH RISK HCM CONDITIONS, WHILE MAINTAINING STRONG PREDICTIVE PERFORMANCE. EXPLORING REAL WORLD DATA TO CHANGE MEDICAL PRACTICE UNDER THE LEADERSHIP OF DRS. FREDERIC RESNIC AND ZOHER GHOGAWALA, THE COMPARATIVE EFFECTIVENESS RESEARCH INSTITUTE (CERI) AT LHMC UTILIZES REAL-WORLD DATA TO EVALUATE THE IMPACT OF MEDICAL DEVICES USED TO TREAT CARDIOVASCULAR DISEASE, AND TO COMPARE THE EFFECTIVENESS OF NEUROSURGICAL DEVICES. THEIR RESEARCH IS FOCUSED ON MEDICAL DEVICE SAFETY AND IMPROVING PATIENT OUTCOMES. CERI IS THE RECIPIENT OF NUMEROUS FEDERAL AWARDS TO STUDY THE PERFORMANCE AND LONG-TERM SAFETY SURVEILLANCE OF IMPLANTABLE MEDICAL DEVICES. IN COLLABORATION WITH RESEARCHERS AT VANDERBILT UNIVERSITY MEDICAL CENTER, AND WITH SUPPORT FROM THE NATIONAL INSTITUTES OF HEALTH, DR. RESNIC AND HIS TEAM DEVELOPED AN ANALYTIC STRATEGY TO MEASURE LEARNING EFFECTS ON DEVICE OUTCOMES. THIS RESEARCH SEEKS TO INTEGRATE INTO A LARGER FRAMEWORK THE IMPACT OF PROVIDER LEARNING AND INTRINSIC DEVICE SAFETY SIGNALING, THEREBY FURTHER SOLIDIFYING THE CURRENT MEDICAL DEVICE SAFETY SURVEILLANCE APPROACHES, AND REFINING OUTCOME MEASUREMENTS. IN PARTNERSHIP WITH AN INDEPENDENT MEDICAL DEVICE RESEARCH ORGANIZATION, AND WITH SUPPORT FROM THE FOOD AND DRUG ADMINISTRATION (FDA), CERI IS SERVING AS A TECHNICAL ADVISOR AND DATA PARTNER IN THE DESIGN AND DEVELOPMENT OF AN ACTIVE SAFETY SURVEILLANCE NETWORK HUB. THE HUB AIMS TO ENABLE NATIONAL NETWORK PARTNERS TO COLLABORATE ON FUTURE MEDICAL DEVICE SURVEILLANCE PROJECTS.IN FY2025, THE LAHEY COMPARATIVE EFFECTIVENESS RESEARCH INSTITUTE CONTRIBUTED TO THE DEVELOPMENT AND EVALUATION OF A NOVEL MACHINE LEARNINGBASED FRAMEWORK DESIGNED TO IMPROVE POST MARKET SAFETY SURVEILLANCE OF HIGH RISK MEDICAL DEVICES. USING 2,494 SYNTHETIC DATASETS MODELED AFTER REAL WORLD CLINICAL DATA, INCLUDING PATIENT CHARACTERISTICS, OPERATOR EXPERIENCE LEVELS, AND DEVICE SAFETY PROFILES, THE TEAM TESTED A GRADIENT BOOSTED DECISION TREE APPROACH. THE AIM OF THE TREE WAS TO DETECT AND ADJUST FOR OPERATOR LEARNING CURVES THAT FREQUENTLY CONFOUND DEVICE SAFETY ASSESSMENTS. THE DATASETS INCORPORATED TWO HYPOTHETICAL CARDIOVASCULAR DEVICES AND SIMULATED VARYING STRENGTHS OF DEVICE SAFETY SIGNALS (ODDS RATIOS OF 1.0, 1.25, 1.75, AND 2.5), MULTIPLE LEARNING CURVE FORMS (EXPONENTIAL, POWER, WEIBULL), AND A WIDE DISTRIBUTION OF OPERATORS AND INSTITUTIONS. THE MACHINE LEARNING FRAMEWORK CORRECTLY IDENTIFIED THE PRESENCE OR ABSENCE OF LEARNING EFFECTS IN 93.6% OF CASES AND ACCURATELY IDENTIFIED DEVICE SAFETY SIGNALS IN 93.4%, WITH 94.7% CONFIDENCE INTERVAL COVERAGE OF TRUE DEVICE EFFECT SIZES. IN CONTRAST, TRADITIONAL REGRESSION MODELS THAT DID NOT ADJUST FOR OPERATOR LEARNING SUBSTANTIALLY OVERESTIMATED DEVICE RISK AND DEMONSTRATED MARKEDLY LOWER SPECIFICITY. THESE FINDINGS DEMONSTRATE THAT AUTOMATED MACHINE LEARNING METHODS CAN SUBSTANTIALLY IMPROVE THE ACCURACY OF DEVICE SAFETY SIGNAL DETECTION IN ACTIVE SURVEILLANCE ENVIRONMENTS, SUPPORTING FUTURE INTEGRATION WITH NATIONAL SYSTEMS SUCH AS THE FDA'S NEST AND DELTA PLATFORMS. |
| ENVIRONMENTAL IMPACT ON PUBLIC HEALTH | IN FY 2025, LHMC'S RESEARCH FOOTPRINT EXPANDED BEYOND THE WALLS OF THE HOSPITAL AND MEDICAL CENTER. LED BY DRS. SARJU GANATRA AND SOURBHA DANI, CLINICAL INVESTIGATORS FROM THE DIVISION OF CARDIOVASCULAR MEDICINE, IN COLLABORATION WITH RESEARCHERS FROM THE DEPARTMENT OF CARDIOVASCULAR MEDICINE MAYO CLINIC AND THE DEPARTMENT OF HEALTH POLICY AND MANAGEMENT HARVARD T.H. CHAN SCHOOL OF PUBLIC HEALTH, PUBLISHED A HIGH-IMPACT STUDY IN THE JOURNAL OF THE AMERICAN HEART ASSOCIATION, LED AN INVESTIGATION INTO THE RELATIONSHIP BETWEEN MARINE MICROPLASTIC POLLUTION AND CARDIOMETABOLIC DISEASE BURDEN ACROSS 152 U.S. COASTAL COUNTIES. USING THE NOAA NATIONAL CENTERS FOR ENVIRONMENTAL INFORMATION MARINE MICROPLASTICS GEODATABASE (20152020), THE TEAM COMPUTED MEAN OCEAN MICROPLASTIC CONCENTRATIONS WITHIN 200 NAUTICAL MILES OF THE U.S. COASTLINE, JOINED THESE EXPOSURE VALUES TO ADJACENT COUNTIES IN ARCGIS, AND STRATIFIED COUNTIES INTO LOW, MEDIUM, HIGH, AND VERY HIGH EXPOSURE GROUPS. THEY LINKED EXPOSURES WITH CDC COUNTY LEVEL PREVALENCE OF TYPE 2 DIABETES (T2D), CORONARY ARTERY DISEASE (CAD), AND STROKE, AND RAN POPULATION WEIGHTED QUASI POISSON REGRESSIONS ADJUSTED FOR AGE, SEX, PHYSICIAN ACCESS, AND THE CLIMATE VULNERABILITY INDEX BASELINE SOCIOECONOMIC, INFRASTRUCTURE, AND ENVIRONMENTAL DOMAINS; A FINAL MODEL ADDITIONALLY ADJUSTED FOR COUNTY LEVEL RACE/ETHNICITY.COUNTIES WITH VERY HIGH MARINE MICROPLASTIC LEVELS HAD 18% HIGHER T2D, 7% HIGHER CAD, AND 9% HIGHER STROKE PREVALENCE VERSUS LOW EXPOSURE COUNTIES AFTER FULL ADJUSTMENT. SENSITIVITY ANALYSES USING ROBUST LINEAR MODELS AND COMPARISONS WITH ADJACENT NON COASTAL COUNTIES CONFIRMED THE DIRECTION AND SIGNIFICANCE OF ASSOCIATIONS. THE WORK PROVIDES NATIONAL LEVEL ECOLOGICAL EVIDENCE LINKING OCEAN MICROPLASTIC EXPOSURE WITH CARDIOMETABOLIC DISEASE BURDEN IN U.S. COASTAL COMMUNITIES AND UNDERSCORES THE NEED FOR INDIVIDUAL LEVEL STUDIES TO INFORM ENVIRONMENTAL HEALTH POLICY AND MITIGATION STRATEGIES. TRANSLATING DISCOVERY RESEARCH INTO CLINICAL SOLUTIONS THE IAN C. SUMMERHAYES CELL AND MOLECULAR BIOLOGY (ICSCMB) LAB AT LCH LED BY KIMBERLY RIEGER-CHRIST, PHD AND TRAVIS SULLIVAN, MS PERFORMS TRANSLATIONAL RESEARCH, AND DURING FY 2025, IT FOCUSED ON DISEASES INCLUDING: LUNG CANCER, AND UROLOGY BASED DISEASES.PRIMARY URETHRAL CANCER (PUC) IS AN UNCOMMON MALIGNANCY WITH SCARCE DIAGNOSTIC AND TREATMENT OPTIONS, RESULTING IN A LIMITED UNDERSTANDING OF ITS GENETIC FOUNDATION. LCH INVESTIGATORS INITIATED AN EXPLORATORY STUDY TO COMPARE GENE EXPRESSION PROFILES BETWEEN URETHRAL CANCER AND HISTOLOGICALLY NORMAL URETHRAL TISSUE FROM PENILE CANCER PATIENTS (HN-PC). TWENTY-THREE URETHRAL SPECIMENS (13 MALIGNANT AND 10 HN-PC) WERE COLLECTED BETWEEN 2015 AND 2023. RNA WAS ISOLATED AND ANALYZED VIA BULK RNA SEQUENCING. DIFFERENTIALLY EXPRESSED GENES WERE IDENTIFIED, AND MULTIPLE ENRICHMENT ANALYSIS TECHNIQUES WERE PERFORMED INCLUDING GENE SET ENRICHMENT ANALYSIS (GSEA), GENE ONTOLOGY ANALYSIS, AND KYOTO ENCYCLOPEDIA OF GENES AND GENOMES (KEGG) PATHWAY ENRICHMENT ANALYSIS.A TOTAL OF 1,212 SIGNIFICANTLY DIFFERENTIALLY EXPRESSED GENES (FALSE DISCOVERY RATE [FDR] <0.01) WERE RECOGNIZED WITH STRONG DIFFERENTIATION BETWEEN THE 2 COHORTS. TWENTY-TWO GSEA GENE SETS WERE IDENTIFIED AS SIGNIFICANTLY ENRICHED (FDR <0.01) WITH 392 SIGNIFICANTLY UPREGULATED (FDR <0.01 AND LOG2 FOLD CHANGE >1) GENES WITHIN THE LEADING EDGES. GENE ONTOLOGY ANALYSIS HIGHLIGHTED CHROMOSOME ORGANIZATION, CELL CYCLE REGULATION/PROCESSES, NUCLEAR DIVISION, AND TISSUE DEVELOPMENT. KEGG ANALYSIS REVEALED SIMILAR FINDINGS WITH THE ADDITION OF ENHANCED VIRAL PROTEIN INTERACTIONS. NEXT-GENERATION SEQUENCING REVEALED SEVERAL GENES AND PATHWAYS COMMONLY ALTERED IN PUC AND ALSO OFFERED A SET OF NEW TARGETS FOR FUTURE DIAGNOSTIC AND THERAPEUTIC TRIALS.ADDITIONALLY, LCH INVESTIGATORS, IN COLLABORATION WITH VANDERBILT UNIVERSITY MEDICAL CENTER, YALE UNIVERSITY, WEILL CORNELL MEDICINE, AND MAYO CLINIC, CONTRIBUTED TO A MULTI INSTITUTIONAL NATIONAL EVALUATION SYSTEM FOR HEALTH TECHNOLOGY (NEST) STUDY ASSESSING WHETHER ELECTRONIC HEALTH RECORD (EHR) DATA CAN RELIABLY SUPPORT POST MARKET SURVEILLANCE OF SYNTHETIC MID URETHRAL SLINGS (MUS) USED TO TREAT STRESS URINARY INCONTINENCE. ACROSS FIVE HEALTH SYSTEMS, 9,906 MUS PROCEDURES WERE IDENTIFIED, WITH 3,331 CASES INCLUDED IN THE FINAL ANALYTIC COHORT AFTER AUTOMATED MESH DETECTION PROCESSING. MANUAL CHART REVIEW CONFIRMED THAT MOST PROCEDURES EMPLOYED RETROPUBIC APPROACHES, WHILE A REGULAR EXPRESSION TEXT PROCESSING METHOD ACHIEVED 7190% ACCURACY IN IDENTIFYING SURGICAL APPROACH AND 2885% ACCURACY FOR MESH IMPLANTATION, HIGHLIGHTING THE HETEROGENEITY IN DOCUMENTATION ACROSS PARTICIPATING INSTITUTIONS. ALTHOUGH KEY PROCEDURAL CHARACTERISTICS COULD BE EXTRACTED FROM EHR DATA, THE STUDY FOUND THAT LONG TERM POSTOPERATIVE OUTCOME CAPTURE--SUCH AS PAIN, INFECTION, MESH EROSION, AND REOPERATION, WAS LIMITED, WITH ONLY 2236% PATIENT FOLLOW UP AT 90 DAYS AND 819% BY TWO YEARS. THESE FINDINGS UNDERSCORE BOTH THE POTENTIAL AND THE LIMITATIONS OF EHR BASED SURVEILLANCE, EMPHASIZING THE NECESSITY OF SUPPLEMENTING EHR DATA WITH EXTERNAL SOURCES SUCH AS CLAIMS OR REGISTRY DATA TO ENSURE COMPREHENSIVE DEVICE SAFETY MONITORING. LCH'S CONTRIBUTIONS SUPPORT ONGOING NATIONAL EFFORTS TO STRENGTHEN REAL WORLD EVIDENCE GENERATION AND ALIGN MEDICAL DEVICE SURVEILLANCE PRACTICES WITH FDA PRIORITIES. LUNG CANCER REMAINS THE LEADING CAUSE OF CANCER-RELATED DEATHS WORLDWIDE. THANKS TO ADVANCEMENTS IN LUNG CANCER SCREENING PROGRAMS AND INCREASED AWARENESS ABOUT RISK FACTORS, BOTH LUNG CANCER RATES AND SMOKING PREVALENCE HAVE STEADILY DECREASED IN RECENT YEARS. HOWEVER, A CONCERNING TREND IS EMERGING: THE INCIDENCE OF LUNG CANCER AMONG INDIVIDUALS WITH NO HISTORY OF SMOKING IS ON THE RISE. WHILE SCREENING AND PREVENTION EFFORTS HAVE HELPED CATCH LUNG CANCER IN HIGH-RISK POPULATIONS, SUCH AS THOSE WITH SIGNIFICANT EXPOSURE TO TOBACCO OR ASBESTOS, PEOPLE WHO HAVE NEVER SMOKED OFTEN FACE CHALLENGES. CURRENTLY, THERE ARE NO EFFECTIVE SCREENING METHODS FOR LUNG CANCER IN PEOPLE WITHOUT KNOWN RISK FACTORS, WHICH MEANS THESE CANCERS ARE OFTEN DIAGNOSED AT LATER, MORE ADVANCED STAGES. AT THIS POINT, TREATMENT BECOMES MORE COMPLEX, AND THE CHANCES OF SUCCESSFUL OUTCOMES ARE REDUCED. DR. RIEGER-CHRIST ALONG WITH COLLABORATORS FROM LCH, AND THE RESCUE LUNG SOCIETY AIMED TO COLLECT BIOLOGICAL SPECIMENS, DEMOGRAPHIC, AND CLINICAL DATA TO GAIN A DEEPER UNDERSTANDING OF THE VARIOUS FACTORS THAT CONTRIBUTE TO LUNG CANCER RISK AND TO DEVELOP A RISK ASSESSMENT MODEL TO PREDICT WHICH PATIENTS WHO NEVER SMOKED MAY BE AT INCREASED RISK FOR DEVELOPING LUNG CANCER.IMPORTANT NIH-SPONSORED CLINICAL TRIALS LCH CONTINUES TO BE A KEY MEMBER OF THE NCI-SPONSORED COOPERATIVE CLINICAL TRIALS GROUPS, INCLUDING SWOG AND NRG. OUR INVESTIGATORS HAVE PLAYED A CRITICAL LEADERSHIP ROLE WITHIN BOTH THE SWOG LUNG AND BREAST COMMITTEES, HELPING TO ADVANCE EFFORTS TO BETTER ENGAGE AND SUPPORT COMMUNITY-BASED ONCOLOGISTS.ONE RECENT EXAMPLE FROM THE BREAST COMMITTEE IS THE LOTAM (A012301) TRIAL, WHICH HAS BEEN PARTICULARLY IMPACTFUL FOR LCH AND OUR AFFILIATED COMMUNITY SITES. THE STUDY'S BROAD ELIGIBILITY CRITERIA AND STREAMLINED FOLLOW-UP REQUIREMENTS ENABLED PARTICIPATION BY SMALLER COMMUNITY HOSPITALS, EXPANDING ACCESS FOR PATIENTS. OVER A SIX-MONTH PERIOD, LCH ENROLLED 13 PATIENTS, INCLUDING SEVEN ACCRUED THROUGH OUR AFFILIATED COMMUNITY-BASED HOSPITALS, HIGHLIGHTING THE TRIAL'S SUCCESS IN PROMOTING COMMUNITY ENGAGEMENT AND STRONG ACCRUAL.NIH HAS CREATED A NATIONAL NETWORK, NIH STROKENET, TO CONDUCT SMALL AND LARGE CLINICAL TRIALS AND RESEARCH STUDIES TO ADVANCE ACUTE STROKE TREATMENT, STROKE PREVENTION, AND RECOVERY AND REHABILITATION FOLLOWING A STROKE ACROSS THE LIFESPAN. THIS NETWORK OF 27 REGIONAL CENTERS ACROSS THE U.S., IS DESIGNED TO SERVE AS THE INFRASTRUCTURE AND PIPELINE FOR EXCITING NEW POTENTIAL TREATMENTS FOR PATIENTS WITH STROKE AND THOSE AT RISK FOR STROKE. NIH STROKENET ALSO PROVIDES AN EDUCATIONAL PLATFORM FOR STROKE PHYSICIANS, CLINICAL TRIAL COORDINATORS AND STROKE RESEARCHERS. LCH IS DESIGNATED COMPREHENSIVE STROKE CENTER AND MAIN MEMBER OF THE NEW ENGLAND REGIONAL COORDINATION CENTER (NERCC), WHICH IS A COLLABORATION OF SITES ENCOMPASSING TWELVE OF THE TOP ACADEMIC MEDICAL CENTERS IN NEW ENGLAND. THE NERCC SERVES A LARGE AND DIVERSE PATIENT POPULATION FROM ACROSS NEW ENGLAND, CONSISTENTLY SCORING HIGHLY ON PERFORMANCE MEASURES DEVELOPED BY THE NIH STROKENET. LCH HAS MADE SIGNIFICANT CONTRIBUTIONS TO NIH STROKENET CLINICAL TRIALS, AND AS A MEMBER OF THE NERCC, IT IS COMMITTED TO RECRUITMENT, RETENTION AND HIGH-QUALITY DATA CAPTURE AS A PARTICIPATING NIH STROKENET CENTER. IT'S CURRENTLY INVOLVED IN 3 NIH STROKENET CLINICAL TRIALS, INCLUDING SATURN, ASPIRE AND VERIFY. |
| FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS -MEDICAL EDUCATION | LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH, LAHEY CLINIC OR HOSPITAL) IS COMMITTED TO THE HIGHEST QUALITY MEDICAL CARE. THE ENTIRE LAHEY CLINIC COMMUNITY RECOGNIZES THAT THIS GOAL CANNOT BE ACCOMPLISHED WITHOUT A COMMITMENT TO EDUCATION. EDUCATIONAL PROGRAMS HAVE BEEN AN INTEGRAL PART OF LAHEY CLINIC'S MISSION OF ADVANCING QUALITY PATIENT CARE SINCE ITS FOUNDING IN 1923. LAHEY CLINIC IS AN AFFILIATE FOR TUFTS MEDICAL SCHOOL (TUFTS) AND TEACHING PHYSICIANS AS WELL AS UMASS CHAN MEDICAL SCHOOL (UMASS). THESE PHYSICIANS HOLD FACULTY APPOINTMENTS AT TUFTS AND UMASS AND INSTRUCT THE DOCTORS OF TOMORROW. THE INSTITUTIONAL COMMITMENT TO EDUCATION SUPPORTS PROFESSIONAL GROWTH OPPORTUNITIES AND CONTRIBUTES TO THE GOAL OF PROVIDING OPTIMAL PATIENT CARE. IN ADDITION TO THE RELATIONSHIP WITH TUFTS, LAHEY CLINIC HAS A MASTER AFFILIATION WITH UNIVERSITY OF MASSACHUSETTS (UMASS) CHAN MEDICAL SCHOOL. UMASS CHAN LAHEY, LOCATED AT THE LAHEY CLINIC HOSPITAL IN BURLINGTON, MA, IS A NEW REGIONAL CAMPUS OF UMASS CHAN MEDICAL SCHOOL. THE REGIONAL CAMPUS HOSTS LEAD@LAHEY, AN EXCLUSIVE TRACK AND DEDICATED PATHWAY OF THE T.H. CHAN SCHOOL OF MEDICINE PROGRAM LEADING TO THE MD DEGREE. FACULTY AT THE REGIONAL CAMPUS ARE APPOINTED TO THE UMASS CHAN MEDICAL SCHOOL. THE INAUGURAL COHORT OF 32 LEAD@LAHEY MEDICAL STUDENTS RECENTLY FINISHED THEIR FIRST YEAR OF MEDICAL SCHOOL AND TRAINING IN THE SPRING OF 2025, AS THE SCHOOL WELCOMED ITS SECOND CLASS AT THE END OF THE SUMMER 2025. STUDENTS IN THE T.H. CHAN SCHOOL OF MEDICINE ARE GROUPED INTO LEARNING COMMUNITIES, OR HOUSES, TO FOSTER INTERCLASS INTERACTION AND LINK STUDENTS WITH FACULTY MENTORS. EACH HOUSE HAS A REGIONALLY SIGNIFICANT NAME. THE LEARNING COMMUNITY FOR LEAD@LAHEY STUDENTS IS WALDEN HOUSE, INSPIRED BY THE TRANSFORMATIVE NATURE OF NEARBY WALDEN POND.THE MEDICAL EDUCATION DEPARTMENT OVERSEES THE ADMINISTRATIVE FUNCTIONS FOR GRADUATE, UNDERGRADUATE AND ADVANCED PRACTITIONER TRAINING PROGRAMS. THE CONTINUING MEDICAL EDUCATION (CME) PROGRAM HOLDS ACCREDITATION WITH COMMENDATION FROM THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION AND THE STATE-OF-THE-ART SIMULATION CENTER IS A COMPREHENSIVE LEVEL 1 AMERICAN COLLEGE OF SURGEONS ACCREDITED EDUCATION INSTITUTE. INTELLECTUAL STIMULATION PRODUCED IN AN ENVIRONMENT OF TEACHING AND LEARNING ENHANCES THE HOSPITAL'S ABILITY TO ENSURE THAT THE REQUIREMENTS FOR CURRICULA, SCHOLARLY ACTIVITY AND THE GENERAL COMPETENCIES CAN BE MET. DURING THE FISCAL YEAR COVERED BY THIS FILING, LHMC HAD NET EXPENDITURES OF $24,422,649 REPORTED ON THIS SCHEDULE H, PART I, LINE 7F RELATED TO THE HOSPITAL'S TEACHING FUNCTION WHICH REPRESENTED 2.00% OF THE HOSPITAL'S TOTAL EXPENSES. ACGME ACCREDITED GME PROGRAMS -- RESIDENCYLAHEY CLINIC HOSPITAL, INC. SPONSORS TEN RESIDENCY AND FOURTEEN FELLOWSHIP PROGRAMS THAT TRAIN 192 RESIDENTS AND FELLOWS. THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED THESE PROGRAMS LISTED BELOW. - ACGME ACCREDITED RESIDENCY PROGRAMS - ANESTHESIOLOGY- COLON RECTAL SURGERY- GENERAL SURGERY- INTERNAL MEDICINE- NEUROLOGY (TUFTS PROGRAM)- PLASTIC & RECONSTRUCTIVE SURGERY (INTEGRATED)- PLASTIC & RECONSTRUCTIVE SURGERY (INDEPENDENT)- DIAGNOSTIC RADIOLOGY- UROLOGY- PSYCHIATRY- ACGME ACCREDITED FELLOWSHIP PROGRAMS: - CARDIOLOGY- CARDIOLOGY CLINICAL CARDIAC ELECTROPHYSIOLOGY- CARDIOLOGY INTERVENTIONAL - MICROGRAPHIC SURGERY & DERMATOLOGIC ONCOLOGY- INTERVENTIONAL RADIOLOGY- ENDOCRINOLOGY- GASTROENTEROLOGY- TRANSPLANT HEPATOLOGY- NEUROLOGY EMG (TUFTS)- HAND SURGERY (ORTHOPEDIC)- PULMONARY & CRITICAL CARE MEDICINE- HEMATOLOGY & MEDICAL ONCOLOGY- HOSPICE & PALLIATIVE MEDICINE - INTERVENTIONAL PULMONOLOGYLCH ALSO SERVES AS THE TEACHING SITE FOR A CLINICAL NEUROPHYSIOLOGY PROGRAM UNDER THE SPONSORSHIP OF TUFTS MEDICAL CENTER.ADDITIONAL INFORMATION ON LHMC'S CORE RESIDENCY PROGRAMS IS BELOW.NON-ACCREDITED GME PROGRAMS -- FELLOWSHIPSADDITIONAL TRAINING OPPORTUNITIES FOR UP TO 27 TRAINEES ARE OFFERED IN MULTIPLE SPECIALTIES THAT INCLUDE FELLOWSHIPS IN - ADVANCED ENDOSCOPY (THERAPEUTIC ENDOCRINOLOGY)- ANESTHESIOLOGY TRANSPLANT- BARIATRIC SURGERY- BEHAVIORAL NEUROLOGY & NEUROPSYCHIATRY- BREAST IMAGING / WOMEN'S HEALTH- CARDIOLOGY ADVANCED STRUCTURAL HEART- CARDIOLOGY - VASCULAR MEDICINE - GYNECOLOGY MINIMALLY INVASIVE (PELVIC SURGERY)- INTERVENTIONAL NEURORADIOLOGY- NEUROSURGERY SPINE- OPHTHALMOLOGY CORNEA- OPHTHALMOLOGY GLAUCOMA- OPHTHALMOLOGY RETINAL SURGERY- RECONSTRUCTIVE UROLOGIC SURGERY- SLEEP MEDICINE- STROKE- TRANSPLANT AND HPB SURGERYTHE HOSPITAL ALSO HOSTS ROTATING RESIDENTS AND FELLOWS IN ANESTHESIOLOGY, DERMATOLOGY, EMERGENCY MEDICINE, GYNECOLOGY, INFECTIOUS DISEASE, INTERNAL MEDICINE, NEUROLOGY, NEUROSURGERY, OPHTHALMOLOGY, OTOLARYNGOLOGY, ORTHOPAEDIC SURGERY, CARDIOTHORACIC SURGERY AND SURGICAL TRANSPLANT AND SERVES AS A ROTATION SITE FOR RESIDENTS AND FELLOWS FROM MULTIPLE LOCAL HOSPITALS INCLUDING, TUFTS MEDICAL CENTER, MASS GENERAL BRIGHAM, BOSTON MEDICAL CENTER, ST. ELIZABETH'S HOSPITAL AND LEMUEL SHATTUCK HOSPITAL. THESE ACCOUNT FOR OVER 200 ROTATIONS PER YEAR.CORE ACGME ACCREDITED RESIDENCY PROGRAMSINTERNAL MEDICINETHE INTERNAL MEDICINE PROGRAM IS THE LARGEST RESIDENCY PROGRAM WITH 44 RESIDENTS, INCLUDING 38 CATEGORICAL AND 6 PRELIMINARY INTERNS. AS HEALTHCARE IS RAPIDLY CHANGING AND INTERNISTS CARE FOR PATIENTS IN A VARIETY OF SETTINGS WITH A WIDE-RANGE OF MEDICAL CONDITIONS, THE HOSPITAL'S TRAINING PROGRAM'S MISSION IS TO PROVIDE RESIDENTS WITH THE SKILLS NECESSARY TO THRIVE IN THIS CHANGING MEDICAL ENVIRONMENT. RESIDENTS CARE FOR PATIENTS ACROSS A WIDE SPECTRUM OF DISEASE IN AN EFFICIENT SYSTEM INCLUSIVE OF ACTIVE FACULTY MEMBERS, SUPPORTIVE ADMINISTRATION, AND CONSCIENTIOUS ANCILLARY STAFF. THE PROGRAM ALSO OFFERS RESIDENTS THE OPPORTUNITY TO PARTICIPATE IN OTHER ASPECTS OF HOSPITAL AND AMBULATORY CLINIC ACTIVITIES, INCLUDING SERVING ON COMMITTEES, SERVING ON FOCUS GROUPS FOR THE RESIDENCY AND PARTICIPATING IN QUALITY IMPROVEMENT PROJECTS.GENERAL SURGERYLAHEY CLINIC'S DIVISION OF SURGERY HAS 80 FULL-TIME FACULTY WHO CONTRIBUTE TO THE TRAINING OF FIVE CATEGORICAL GENERAL SURGERY RESIDENTS PER YEAR. IN EACH SPECIALTY, INCLUDING GENERAL SURGERY, RESIDENTS ACQUIRE THE SKILLS AND KNOWLEDGE NECESSARY TO BECOME COMPETENT AND SKILLED INDEPENDENT GENERAL SURGEONS.SURGICAL SPECIALTIES ARE WELL ESTABLISHED, WITH FACULTY COMBINING BUSY CLINICAL PRACTICES WITH STRONG ACADEMIC CREDENTIALS. IN FIELDS WHERE REGIONAL CENTERS CONCENTRATE ON PARTICULAR TYPES OF DISEASE--SUCH AS PENETRATING TRAUMA AND PEDIATRIC SURGERY--LAHEY'S RESIDENTS ROTATE TO THESE REGIONAL CENTERS TO BROADEN THEIR EXPOSURE. LAHEY'S OUTPATIENT CLINICS, HOSPITAL AND OPERATING ROOMS ARE UNDER ONE ROOF, SO RESIDENTS CAN READILY PARTICIPATE IN OUTPATIENT EVALUATION, OPERATIVE PROCEDURES, POSTOPERATIVE CARE AND POST-HOSPITAL FOLLOW-UP.UNDER THE SUPERVISION OF ATTENDING STAFF, RESIDENTS ASSUME INCREASED RESPONSIBILITY AS THEY PROGRESS THROUGH THE PROGRAM, INCLUDING TEACHING JUNIOR RESIDENTS AND MEDICAL STUDENTS. THE COMBINATION OF AN ACTIVE EMERGENCY SERVICE WITH 2,400 ANNUAL VISITS, A COMMUNITY-BASED PRACTICE AND WIDE TERTIARY REFERRAL ENSURES EACH RESIDENT WILL SEE A BROAD RANGE OF CASES. ANESTHESIOLOGYTHIS FOUR-YEAR RESIDENCY HAS UP TO EIGHT RESIDENTS PER ANNUAL COHORT. TRAINING OCCURS IN A COLLABORATIVE ENVIRONMENT. OPERATIVE CASES RANGE FROM ROUTINE AMBULATORY PROCEDURES TO COMPLEX NEUROSURGICAL, VASCULAR, CARDIOTHORACIC AND TRANSPLANT SURGERIES. CASE ASSIGNMENTS ARE INDIVIDUALIZED TO EACH RESIDENT'S ABILITY AND LEVEL OF TRAINING. THE DEPARTMENT OF ANESTHESIOLOGY AT LHMC AND THE AMBULATORY SURGERY CENTER, LAHEY CLINIC PEABODY, COMBINED ADMINISTER MORE THAN 25,000 ANESTHETICS ANNUALLY AND THE VARIETY AND COMPLEXITY OF CASES PROVIDE A RICH ENVIRONMENT FOR RESIDENCY TRAINING. |
| DIAGNOSTIC RADIOLOGY | LAHEY CLINIC IN BURLINGTON IS A LEVEL 1 TRAUMA CENTER. RESIDENTS BECOME ACCOMPLISHED IN THE TECHNIQUES OF BASIC RADIOGRAPHY, FLUOROSCOPY, IMAGE INTERPRETATION, AND RADIATION PROTECTION AS WELL AS ROUTINE CT, MRI, AND ULTRASOUND STUDIES INCLUDING BRAIN, SPINE, EXTREMITIES, CHEST AND ABDOMINAL CASES. LHMC PERFORMS STATE-OF-THE-ART CT AND MR ANGIOGRAPHY (NEUROVASCULAR, CARDIAC, AND PERIPHERAL VASCULAR IMAGING). A DEDICATED 3-D IMAGING LABORATORY ALLOWS FOR THE MANIPULATION OF IMAGES TO BETTER INTERPRET STUDIES, WHICH INCREASES THE RESIDENTS' LEVEL OF KNOWLEDGE AND EXPERIENCE. LHMC HAS INSTALLED SIMILAR SOFTWARE AT ALL RADIOLOGY PACS STATIONS WHICH PROVIDES RESIDENTS WITH TREMENDOUS HANDS-ON TRAINING IN THE USE OF 3-D POST-PROCESSING SOFTWARE. RESIDENTS ALSO HAVE THE OPPORTUNITY TO TRAIN IN ADVANCED SUBSPECIALTY IMAGING, OFTEN RESERVED FOR FELLOWS IN OTHER DEPARTMENTS (I.E., CT COLONOGRAPHY, BREAST MRI, LUNG SCREENING, ETC.).UROLOGYTHE UROLOGY PROGRAM CONSISTS OF FIVE CLINICAL YEARS VERTICALLY INTEGRATED WITH GRADED RESPONSIBILITY FOR PATIENT CARE. IN ADDITION TO ACGME ACCREDITATION, THIS TRAINING PROGRAM MEETS ALL THE REQUIREMENTS OF THE AMERICAN BOARD OF UROLOGY (ABU) RESIDENTS BECOME FAMILIAR WITH THE PHYSIOLOGY AND PATHOPHYSIOLOGY OF UROLOGIC DISEASES AND HAVE A DEDICATED ROTATION IN THE BASIC SCIENCE RESEARCH LAB AS WELL AS CLINICAL TRAINING FOCUSING INITIALLY ON BASIC UROLOGY INCLUDING ENDOSCOPY, INPATIENT CONSULTS AND EARLY EXPOSURE TO ROBOTICS AND PROGRESSES TO EXPERIENCE WITH MORE COMPLEX ENDOSCOPIC PROCEDURES AS WELL AS PERFORMING MAJOR AND MINOR OPERATIVE PROCEDURES. THE FIFTH YEAR OF THIS PROGRAM IS SPENT AS A CHIEF RESIDENT AT LAHEY CLINIC. THE CHIEF RESIDENT SPENDS THE YEAR BECOMING PROFICIENT IN MAJOR OPERATIVE PROCEDURES AND IS RESPONSIBLE FOR ORGANIZING EDUCATIONAL CONFERENCES. THE CHIEF RESIDENTS SUPERVISE AND COORDINATE THE JUNIOR RESIDENTS AS WELL AS MEDICAL STUDENTS. THIS INCREASING LEVEL OF INDEPENDENCE PREPARES THE CHIEF RESIDENTS FOR THE TRANSITION TO FELLOWSHIP OR INDEPENDENT PRACTICE.PSYCHIATRYTHE PSYCHIATRY RESIDENCY RECEIVED ACGME ACCREDITATION IN FEBRUARY 2024 AND APPROVAL FOR FOUR RESIDENTS PER YEAR OVER A FOUR-YEAR TRAINING PROGRAM, TOTALING SIXTEEN RESIDENTS ONCE THE PROGRAM IS COMPLETELY FILLED. THE INAUGURAL CLASS BEGAN IN JULY 2025. THE PROGRAM'S MISSION IS TO MENTOR AND EDUCATE FUTURE LEADERS OF PSYCHIATRY WHO ARE EXPERT AND COMPASSIONATE ACADEMIC CLINICIANS, EQUIPPED WITH THE COMPETENCIES, SKILLS, AND INTENT TO PROVIDE SUPERB PSYCHIATRIC CARE TO OUR COMMUNITIES AND ADVANCE A MORE EFFECTIVE HEALTHCARE SYSTEM. PROGRAM PARTICIPANTS ARE EXPOSED TO A RICH DIVERSITY OF SITES, INCLUDING A HIGH-COMPLEXITY HOSPITAL, A VA HOSPITAL, COMMUNITY HOSPITALS AND COMMUNITY BEHAVIORAL CENTERS. UPON COMPLETION OF THE PROGRAM, GRADUATES WILL BE READY TO PRACTICE IN A WIDE VARIETY OF SETTINGS. THE LAHEY PSYCHIATRY RESIDENCY PROGRAM TAKES ADVANTAGE OF THE RICH CLINICAL OPPORTUNITIES IN EASTERN MASSACHUSETTS AND EXPERIENCED FACULTY TO PROVIDE A COMPREHENSIVE AND STIMULATING TRAINING EXPERIENCE.EXAMPLES OF THE HOSPITAL'S ACGME ACCREDITED FELLOWSHIP PROGRAMS GASTROENTEROLOGY FELLOWSHIPTHE GASTROENTEROLOGY FELLOWSHIP IS A THREE-YEAR WHERE FELLOWS GAIN PROFICIENCY IN ALL AREAS OF GASTROENTEROLOGY AND HEPATOLOGY. APPROXIMATELY EIGHTEEN MONTHS ARE SPENT ON THE GASTROENTEROLOGY SERVICE, WHICH COMPRISES THE INPATIENT SERVICE FOR PATIENTS ADMITTED WITH PRIMARY GASTROINTESTINAL DISORDERS, AS WELL AS THE CONSULTATION SERVICE. THE HOSPITAL IS A BUSY LIVER TRANSPLANT CENTER, AND TRAINEES SPEND A TOTAL OF SIX MONTHS ON THE INPATIENT LIVER SERVICE CARING FOR PATIENTS WITH COMPLICATED LIVER DISEASE. FELLOWS MAINTAIN THEIR OWN CONTINUITY CLINIC, WHICH MEETS WEEKLY FOR THREE YEARS. FELLOWS ALSO ROTATE INTO IBD AND HEPATOLOGY OUTPATIENT CLINICS DURING THEIR THIRD YEAR. ROTATIONS IN ENDOSCOPY, CLINICAL RESEARCH, MOTILITY AND NUTRITION ARE ALSO PART OF THE EDUCATIONAL EXPERIENCE. THERE IS A RICH CONFERENCE SCHEDULE INCLUDING DIDACTIC LECTURES, INSTRUCTION IN PATHOLOGY AND RADIOLOGY, AND CASE DISCUSSIONS AND FELLOWS HAVE MULTIPLE OPPORTUNITIES FOR TEACHING OF RESIDENTS AND MEDICAL STUDENTS. GRADUATING FELLOWS ARE WELL SUITED FOR A CAREER IN ACADEMIC CLINICAL GASTROENTEROLOGY.PULMONARY AND CRITICAL CARE MEDICINE FELLOWSHIPPULMONARY AND CRITICAL CARE MEDICINE FELLOWSHIP INCLUDES TRAINING IN INTERVENTIONAL PULMONOLOGY AND PREPARATION FOR CERTIFICATION IN BOTH PULMONARY MEDICINE AND CRITICAL CARE MEDICINE. ROTATIONS ARE SCHEDULED IN THE MEDICAL AND SURGICAL INTENSIVE CARE UNITS.FELLOWS WORK DIRECTLY WITH PULMONARY AND CRITICAL CARE MEDICINE PROFESSIONALS AND ALSO INTERACT WITH PHYSICIANS AND TRAINEES IN ANESTHESIOLOGY, CARDIOTHORACIC SURGERY, GENERAL SURGERY, INTERNAL MEDICINE AND ITS SUBSPECIALTIES, NEUROLOGY, NEUROSURGERY, ORTHOPAEDIC SURGERY AND UROLOGY. RESEARCH OPPORTUNITIES ARE AN ESSENTIAL PART OF THE TRAINING AND SIX MONTHS SPACED THROUGHOUT THE FELLOWSHIP ARE SET ASIDE SPECIFICALLY FOR RESEARCH.ADVANCED PRACTITIONER (AP) PROGRAMPHYSICIAN ASSISTANT AND NURSE PRACTITIONER STUDENTS FROM SEVERAL LOCAL COLLEGES AND UNIVERSITIES ROTATE TO MULTIPLE DEPARTMENTS THROUGHOUT THE LAHEY CLINIC AS PART OF THEIR EDUCATIONAL EXPERIENCE. ON AVERAGE, LAHEY HAS TWO HUNDRED AP STUDENTS THAT ROTATE ANNUALLY. ADVANCED PRACTICE EDUCATION IS INTRINSIC TO LAHEY'S TRADITION OF PATIENT-CENTERED CARE. THE ADVANCED PRACTICE COUNCIL OVERSEES THE PROFESSIONAL PRACTICE AND DEVELOPMENT OF THE ADVANCE PRACTITIONERS WHILE LEARNING AND TRAINING AT LAHEY CLINIC AND ASSURES THAT THE MEDICAL STAFF, NURSING DEPARTMENT, HOSPITAL ADMINISTRATION, AND PHYSICIAN LEADERS ARE CONNECTED IN THEIR SUPPORT OF OUR ADVANCED PRACTICE PROVIDERS AND THEIR STUDENTS. OUR TEAM MODEL ENSURES A SEAMLESS, COORDINATED APPROACH TO PATIENT CARE.IRC 501(R) REPORTING UNDER REVENUE PROCEDURE 2015-21 AND REG. 1.501(R)-2(B) DURING A REVIEW OF LAHEY CLINIC HOSPITAL'S IRC SECTION 501(R) COMPLIANCE IN FY25, IT WAS DETERMINED THAT (1) HOSPITAL WAS NOT CONSISTENTLY OFFERING A COPY OF ITS FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY (PLS) AS PART OF PATIENT INTAKE OR DISCHARGE, (2) THAT HOSPITAL DID NOT MAKE PAPER COPIES OF THE FINANCIAL ASSISTANCE POLICY (FAP), FAP APPLICATION FORM AND PLS AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BOTH BY MAIL AND IN PUBLIC LOCATIONS IN THE HOSPITAL, AND (3) THAT HOSPITAL HAD NOT BEEN TAKING ACTIONS TO NOTIFY AND INFORM MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL ABOUT THE FAP IN A MANNER REASONABLY CALCULATED TO REACH THOSE MEMBERS WHO ARE MOST LIKELY TO REQUIRE FINANCIAL ASSISTANCE. THE HOSPITAL HAS WORKED AND IS CONTINUING TO WORK ON TRAINING ITS INTAKE AND DISCHARGE TEAMS TO ENSURE THAT A COPY OF THE PLS IS OFFERED AND THAT FREE PAPER COPIES OF ITS FAP, FAP APPLICATION AND PLS ARE MADE AVAILABLE BY MAIL AND IN THE HOSPITAL. LASTLY, THE HOSPITAL HAS HISTORICALLY WORKED TO ENSURE THAT COPIES OF ITS PLS AND FAP APPLICATION ARE DISTRIBUTED TO LOCATIONS IN THE COMMUNITY SUCH AS STAFF PHYSICIANS' OFFICES, COMMUNITY HEALTH CENTERS AND OTHER NONPROFITS IN THE COMMUNITY AND IS TAKING ACTION TO ENSURE THAT THOSE HISTORIC EFFORTS ARE RENEWED. THE HOSPITAL IS NOT AWARE OF ANY PATIENTS WHO WOULD QUALIFY FOR FINANCIAL ASSISTANCE THAT WERE ADVERSELY AFFECTED BY THE ABOVE. HOSPITAL HAS ADOPTED PROCEDURES THAT REQUIRE IT TO REVIEW, ON A REGULAR BASIS, ITS POLICIES AND PROCEDURE TO ENSURE COMPLIANCE WITH THE REQUIREMENTS OF SECTION 501(R) AND THE REGULATIONS ISSUED THEREUNDER. THOSE PROCEDURES INCLUDE REVIEWING A SECTION 501(R) COMPLIANCE CHECKLIST.COMMUNITY BOARDAS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. AFFILIATED HEALTH CARE SYSTEMAS NOTED BELOW AND THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. AS NOTED IN VARIOUS NARRATIVE DISCLOSURES THAT SUPPORT THIS FORM 990 AND RELATED SCHEDULES FOR THE PERIOD COVERED BY THIS FILING, BILH IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED.BETH ISRAEL LAHEY HEALTH'S (BILH) MISSION IS TO SUPPORT ITS AFFILIATES AND THOSE AFFILIATES' MISSIONS TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. BILH STRIVES TO ACCOMPLISH THIS MISSION BY PROVIDING SERVICES TO ITS AFFILIATES WHICH SUPPORT THE DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO ACCESS SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE. |
| BETH ISRAEL LAHEY HEALTH (BILH) IS THE PARENT AND A SUPPORT ORGANIZATION OF | THE BILH NETWORK OF AFFILIATES. THE NETWORK COMPRISES AN INTEGRATED HEALTH CARE DELIVERY SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM INCLUDES ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,900 PHYSICIANS AND 39,000 EMPLOYEES.THE BILH PURPOSE STATEMENT ARTICULATES THE IMPACT THAT EACH BILH AFFILIATE STRIVES TO MAKE IN THE COMMUNITIES SERVED. THESE SHARED VALUES GUIDE EACH ENTITY'S DAILY EFFORTS AND KEEP EACH AFFILIATE ALIGNED IN THE PURSUIT OF THE BILH PURPOSE, SHOWING HOW "WE CARE" FOR PATIENTS, EACH OTHER AND THE COMMUNITIES SERVED.PURPOSE STATEMENT: BILH CREATES HEALTHIER COMMUNITIES -- ONE PERSON AT A TIME -- THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE, INNOVATION AND EQUITY.BILH WE CARE VALUES:WELLBEING. WE PROVIDE A HEALTH-FOCUSED WORKPLACE AND SUPPORT A HEALTHY WORK-LIFE BALANCE.EMPATHY. WE DO OUR BEST TO UNDERSTAND OTHERS' FEELINGS, NEEDS AND PERSPECTIVES.COLLABORATION. WE WORK TOGETHER TO ACHIEVE EXTRAORDINARY RESULTS.ACCOUNTABILITY. WE HOLD OURSELVES AND EACH OTHER TO BEHAVIORS NECESSARY TO ACHIEVE OUR COLLECTIVE GOALS.RESPECT. WE VALUE DIVERSITY AND TREAT ALL MEMBERS OF OUR COMMUNITY WITH DIGNITY AND INCLUSIVENESS.EQUITY. EVERYONE HAS THE OPPORTUNITY TO ATTAIN THEIR FULL POTENTIAL IN OUR WORKPLACE AND THROUGH THE CARE WE PROVIDE.BILH IS ACCOMPLISHING THIS MISSION BY PROVIDING SUPPORT TO ITS AFFILIATES WHICH INCLUDE:1. A PHYSICIAN ENTERPRISE THAT ENCOMPASSES THE SYSTEM'S NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS LOCATED THROUGHOUT OUR REGION;2. A HOSPITAL AND AMBULATORY SERVICES GROUP THAT INCLUDES WORLD-CLASS ACADEMIC MEDICAL CENTERS AND TEACHING HOSPITALS WITH AFFILIATIONS WITH HARVARD MEDICAL SCHOOL, THE UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL AND TUFTS UNIVERSITY SCHOOL OF MEDICINE; LEADING COMMUNITY HOSPITALS; A RENOWNED ORTHOPEDICS HOSPITAL; AND COMPREHENSIVE AMBULATORY CENTERS;3. A POPULATION HEALTH ENTERPRISE THAT EMBRACES A MODEL OF CARE TO IMPROVE THE HEALTH OF ALL THOSE SERVED BY BILH; THE POPULATION HEALTH DOMAIN INCLUDES THE SYSTEM'S CLINICALLY INTEGRATED NETWORK OF AFFILIATED PROVIDERS AND VITAL SERVICES, INCLUDING BEHAVIORAL HEALTH AND HOME CARE SERVICES; 4. A ROBUST NETWORK OF ADMINISTRATIVE AND OPERATIONAL SERVICES TO ADVANCE STRATEGIC GOALS, BOTH LOCALLY AND AT THE SYSTEM LEVEL, THAT OFFERS EXPERTISE AND STANDARDIZED RESOURCES BASED ON BEST PRACTICES.DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI) AND BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND LHSS IN TURN SERVED AS THE SOLE MEMBER OF THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP. TO ACCOMPLISH ITS MISSION, BILH PROVIDES CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS. BILH SUPPORT INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING SERVICES: EXECUTIVE MANAGEMENT AND OPERATIONAL LEADERSHIP, STRATEGIC PLANNING, HUMAN RESOURCES AND BENEFIT PLAN STRUCTURING, DEVELOPMENT AND FUNDRAISING, COMPLIANCE, GOVERNANCE AND LEGAL, PAYOR CONTRACTING, REVENUE CYCLE MANAGEMENT, FINANCIAL PLANNING & ANALYSIS, CAPITAL PLANNING, FINANCE AND ACCOUNTING INCLUDING PROCESSING PAYROLL AND ACCOUNTS PAYABLE, INTERNAL AND EXTERNAL AUDIT, INSURANCE, DEBT STRUCTURING SUPPORT AND FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT, TAX SERVICES, INVESTMENT MANAGEMENT SERVICES, SUPPLY CHAIN MANAGEMENT AND PURCHASING AND NETWORK-WIDE CASH MANAGEMENT. FOR THE FISCAL PERIOD COVERED BY THIS FILING BILH, INC. PROVIDED SERVICES AND SUPPORT TO ITS AFFILIATES, IN THE AMOUNT OF $ 9,814,478,826.SEE FORM 990 SCHEDULE R FOR ADDITIONAL INFORMATION. ADDITIONAL DETAIL ABOUT ACCOMPLISHMENTS ACROSS BILH ARE BELOW. BILH NETWORK ACCOMPLISHMENTS AND ACTIVITIES FISCAL YEAR ENDED SEPTEMBER 30, 2025BILH'S SUPPORT OF ITS AFFILIATES ENABLES THE NETWORK AS A WHOLE TO ACCOMPLISH ITS PRIMARY MISSION OF IMPROVING THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. AS NOTED PREVIOUSLY IN THIS FILING, BILH STRIVES TO ACCOMPLISH THIS MISSION BY DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO USE SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE AND BILH IS ACCOMPLISHING THIS GOAL BY PROVIDING SUPPORT TO EACH OF ITS AFFILIATES, PROVIDING AN ORGANIZATIONAL STRUCTURE AND OPERATING MODEL WHICH IS DRIVEN BY FOUR DEEPLY INTERCONNECTED DOMAINS DESIGNED TO ADVANCE MEANINGFUL PARTNERSHIPS ACROSS ORGANIZATIONS, CARE SETTINGS, SPECIALTIES, AND GEOGRAPHIES TO ENSURE BILH PATIENTS RECEIVE THE CARE THEY NEED IN THE COMMUNITIES WHERE THEY LIVE AND WORK.PATIENT CARE DELIVERY ACROSS THE BILH NETWORK -- FISCAL YEAR ENDED SEPTEMBER 30, 2025HOSPITAL CARE:DURING THE PERIOD COVERED BY THIS FILING, THE BILH HOSPITALS PROVIDED CARE TO PATIENTS IN A FULL SPECTRUM OF SPECIALTIES AND UTILIZING A WIDE RANGE OF MODALITIES. BELOW IS A SAMPLE OF THE HOSPITAL CARE PROVIDED TO BILH PATIENTS ACROSS THE NETWORK. DURING THE FISCAL YEAR COVERED BY THIS FILING, BILH HOSPITALS HAD APPROXIMATELY 4.9 MILLION OUTPATIENT ENCOUNTERS. MORE THAN 83,000 OUTPATIENT/AMBULATORY SURGERIES AND OVER 114,000 ENDOSCOPIES WERE PERFORMED. IN ADDITION, ACROSS BILH HOSPITALS PATIENTS HAD APPROXIMATELY 125,000 OUTPATIENT ONCOLOGY VISITS OR ONCOLOGY INFUSIONS, 110,000 EKGS, OVER 13,000 OUTPATIENT ORTHOPEDIC PROCEDURES, MORE THAN 417,000 OUTPATIENT RADIOLOGY EXAMS, OVER 333,000 CT EXAMS, MORE THAN 137,000 ULTRASOUND PROCEDURES, OVER 150,000 MRIS, OVER 160,000 OUTPATIENT BREAST IMAGING EXAMS, APPROXIMATELY 366,000 OUTPATIENT REHABILITATION AND PHYSICAL THERAPY VISITS AND MORE THAN 11.9 MILLION OUTPATIENT LAB TESTS AND APPROXIMATELY 560,000 OTHER PROCEDURES AND TESTS WERE PERFORMED. THE BILH HOSPITALS ALSO HAD MORE THAN 436,000 EMERGENCY DEPARTMENT VISITS, MORE THAN 36,000 OBSERVATION CASES AND MORE THAN 131,000 INPATIENT DISCHARGES WITH APPROXIMATELY 715,000 INPATIENT DAYS, INCLUDING MORE THAN 50,000 INPATIENT ADULT AND PEDIATRIC PSYCHIATRIC DAYS. DURING THIS PERIOD MORE THAN 28,000 INPATIENT SURGERIES WERE PERFORMED AND APPROXIMATELY 13,000 NEWBORNS WERE DELIVERED. THERE WERE ALSO APPROXIMATELY 63,000 PAIN CLINIC VISITS AND BILH HOSPITALS ALSO HAD MORE THAN 73,000 URGENT CARE VISITS DURING THIS PERIOD.ACCESS TO AND FUNDING OF PRIMARY AND SPECIALTY CARE:DURING THE PERIOD COVERED BY THIS FILING, PHYSICIANS ACROSS BILH ENTITIES AFFILIATES PROVIDED CARE TO PATIENTS OUTSIDE OF THE HOSPITALS AND IN PHYSICIAN OFFICE OR OTHER CLINICAL SETTINGS. BELOW ARE A SAMPLE OF THE OTHER PHYSICIAN SERVICES PROVIDED TO BILH PATIENTS. DURING THE PERIOD COVERED BY THIS FILING AND ACROSS BILH ENTITIES, APPROXIMATELY 490 PRIMARY CARE AND FAMILY PRACTICE PROVIDERS HAD MORE THAN 1.2 MILLION PATIENT VISITS AND PROVIDERS ACROSS THE FULL SPECTRUM OF SPECIALTIES HAD MORE THAN 813,000 PATIENT VISITS. IN ADDITION, JOSLIN DIABETES CENTER HAD APPROXIMATELY 27,000 PATIENT VISITS RELATED TO DIABETES CARE AND THERE WERE MORE THAN 90,000 URGENT CARE VISITS TO NON-HOSPITAL URGENT CARE LOCATIONS. THE COST TO PROVIDE THIS CARE EXCEEDED REVENUE BY MORE THAN $282 MILLION.COMMUNITY BENEFITS, UNCOMPENSATED CARE, COSTS TO PROVIDE CARE TO MEDICAID AND MEDICARE PATIENTS FISCAL YEAR ENDED SEPTEMBER 30, 2025 |
| DURING THE FISCAL YEAR COVERED BY THIS FILING BILH HOSPITALS PROVIDED MORE | THAN $62 MILLION IN NET COST OF UNREIMBURSED CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE MASSACHUSETTS HEALTH SAFETY NET TRUST (HSN).IN ADDITION TO THE CHARITY CARE REPORTED ABOVE, EACH OF THE BILH HOSPITALS ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW-INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. PAYMENTS FROM MEDICAID FOR LOW-INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, ACROSS THE BILH HOSPITALS THE COST OF PROVIDING CARE TO MEDICAID PATIENTS EXCEEDED PAYMENTS RECEIVED FOR PROVIDING THAT CARE RESULTING IN A COMBINED SHORTFALL OF APPROXIMATELY $104 MILLION RELATED TO TREATING MEDICAID PATIENTS. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS. PAYMENTS FROM MEDICARE DO NOT COVER THE COST OF SERVICES PROVIDED. ALL BILH HOSPITALS PROVIDE CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, THE COST OF PROVIDING CARE TO MEDICARE PATIENTS ACROSS BILH EXCEEDED PAYMENTS RECEIVED FOR PROVIDING THAT CARE, RESULTING IN A COMBINED SHORTFALL EXCEEDING $251 MILLION RELATED TO TREATING MEDICARE PATIENTS. IN ADDITION TO THE COSTS NOTED ABOVE, DURING THE FISCAL YEAR COVERED BY THIS FILING BILH, INC. AND BILH HOSPITALS PROVIDED COMBINED COMMUNITY BENEFITS, COMMUNITY HEALTH IMPROVEMENT SERVICES, CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY HEALTH CENTERS AND OTHER GROUPS AS WELL AS COSTS INCURRED RELATED TO SUBSIDIES FOR BEHAVIORAL HEALTH CARE AT A COST OF OVER $64 MILLION.FOR ADDITIONAL INFORMATION ON THESE ACTIVITIES AS WELL AS EACH HOSPITAL'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY, PLEASE SEE FORM 990 SCHEDULE H FOR EACH OF THE BILH HOSPITALS LISTED BELOW:1. ANNA JAQUES HOSPITAL, INC. EIN: 04-21043382. BETH ISRAEL DEACONESS HOSPITAL MILTON EIN: 04-21036043. BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. EIN: 0432296794. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. EIN: 22-26673545. BETH ISRAEL DEACONESS MEDICAL CENTER, INC. EIN: 04-21038816. EXETER HOSPITAL, INC. EIN: 22-26740147. LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS EIN: 04-27046868. MOUNT AUBURN HOSPITAL EIN: 04-21036069. NEW ENGLAND BAPTIST HOSPITAL EIN: 04-XXX-XX-XXXX. NORTHEAST HOSPITAL CORPORATION EIN: 04-XXX-XX-XXXX. WINCHESTER HOSPITAL EIN: 04-2104434EDUCATION AND RESEARCH FISCAL YEAR ENDED SEPTEMBER 30, 2025RESEARCH ACTIVITIES ACROSS BILH SERVE AND FURTHER PATIENT CARE BOTH AT BILH AND BEYOND AS PART OF THE ADVANCEMENT OF SCIENCE. BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER PROVIDING LEADING EDGE PATIENT CARE, IS A WORLD CLASS RESEARCH INSTITUTION AND IS DEVOTED TO TEACHING AND TRAINING THE MEDICAL PROFESSIONALS OF TOMORROW, EMBRACING TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION AND TO THAT END, PART OF THE MEDICAL CENTER'S MISSION IS TO BE A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF OUR LOCAL AND EXTENDED COMMUNITIES. BIDMC HAS THE LARGEST RESEARCH OPERATIONS ACROSS BILH AND DURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER INCURRED OVER $398 MILLION IN RESEARCH EXPENSES, APPROXIMATELY $94 MILLION OF WHICH WERE INTERNALLY FUNDED.ACROSS BILH HOSPITALS, COSTS FOR TRAINING MEDICAL PROFESSIONALS EXCEEDED $216 MILLION. REIMBURSEMENT FROM MEDICARE FOR THESE ACTIVITIES WAS APPROXIMATELY $70 MILLION WHICH LEFT A COMBINED SHORTFALL RELATED TO THESE ACTIVITIES ACROSS BILH OF OVER $145 MILLION.THESE COSTS FOR MEDICAL EDUCATION AND RESEARCH ARE AN INVESTMENT IN THE FUTURE OF HEALTH CARE ACROSS BILH AND BEYOND. ADDITIONAL BILH NETWORK ACTIVITIES -- EXPANDING ACCESS AND SERVICES; CONTINUING TO PROVIDE HIGH QUALITY CARE AT A LOWER COST; COMMUNITY INVESTMENTS FISCAL YEAR ENDED SEPTEMBER 30, 2025THROUGHOUT THE PERIOD COVERED BY THIS FILING, BILH REMAINED COMMITTED TO DELIVERING HIGH-QUALITY CARE AT A LOWER COST BY LEVERAGING COMMUNITY SETTINGS AND MAINTAINING CARE WITHIN THE BILH PERFORMANCE NETWORK (BILHPN), WHEN APPROPRIATE. THE FOLLOWING HIGHLIGHTS SOME OF THESE ONGOING EFFORTS. IN ADDITION TO THE ACCOMPLISHMENTS NOTED ABOVE, BILH CONTINUED THIS COMMITMENT WITH THE FOLLOWING ACTIVITIES:CONTINUED GROWTH FOR BILHPN BILHPN ADVANCED SYSTEM-WIDE EFFORTS BY CONSOLIDATING FOUR LEGACY SHARED SAVINGS PROGRAM ACCOUNTABLE CARE ORGANIZATIONS (ACOS) INTO TWO ACOS. ALIGNING MEDICARE ACO CONTRACTS UNDER BILHPN FOSTERS A COORDINATED STRATEGY THAT IMPROVES OPERATIONAL EFFICIENCY AND ENHANCES CARE QUALITY FOR MEDICARE PATIENTS THROUGH CENTRALIZED PROGRAMMING AND RESOURCES. A RENEWED FOCUS ON DATA INTEGRITY AND ALIGNMENT INCLUDED REDESIGNING THE POPULATION HEALTH REGISTRY, IMPROVING STRUCTURED DATA CAPTURE, AND CONSOLIDATING MULTIPLE DATA SOURCES INTO ONE REGISTRY. THESE EFFORTS SUPPORTED INITIATIVES THAT DROVE YEAR-OVER-YEAR IMPROVEMENT ACROSS KEY MEASURES, INCLUDING: - EXPANSION OF THE CENTRAL HOME BLOOD PRESSURE (BP) CUFF DISTRIBUTION PROGRAM, OFFERING FREE HOME BP CUFFS TO PATIENTS IN NEED; - TARGETED PATIENT OUTREACH TO ADDRESS ACUTELY HIGH IN-OFFICE BP READINGS WITH CONSISTENT MONITORING THAT POSITIVELY CORRELATED TO LOWERED BP READINGS; - THE LAUNCH OF A REFRESHED INTEGRATED CARE MANAGEMENT PROGRAM, ENABLING CARE MANAGEMENT NURSES TO INTERVENE CLINICALLY WITH PATIENTS WHO HAVE CHRONIC AND COMPLEX CARE NEEDS; AND- CENTRALIZED REFERRAL MANAGEMENT RESULTING IN IMPROVED CARE COORDINATION, STRENGTHENED CARE CONTINUITY, AND LOWERED TOTAL MEDICAL EXPENSE.BILHPN ALSO STRENGTHENED ITS COMMITMENT TO CLINICAL DOCUMENTATION IMPROVEMENT, TRANSITIONING TO PROACTIVE EDUCATION SCHEDULING, EXPANDING PHYSICIAN-LED TRAINING, AND INCREASING PROVIDER PARTICIPATION. THROUGH ENHANCED DOCUMENTATION AND CODING SUPPORT, BILHPN HELPED REDUCE ADMINISTRATIVE DEMANDS ON CLINICIANS, ALLOWING FOR GREATER FOCUS ON DIRECT PATIENT CARE AND ENSURING ACCURATE REPRESENTATION OF THE CLINICAL COMPLEXITY OF THE POPULATIONS SERVED.EXPANDING PHARMACY ACCESSDURING THE PERIOD COVERED BY THIS FILING, BILH PHARMACY ACHIEVED SIGNIFICANT MILESTONES THAT REFLECT ITS COMMITMENT TO EXPANDING ACCESS TO CARE, REDUCING ADMINISTRATIVE BURDEN, AND SUPPORTING OUR PRIMARY CARE AND SPECIALTY PROVIDERS WHILE IMPROVING CLINICAL OUTCOMES AND MEDICAL ADHERENCE. ITS ACHIEVEMENTS INCLUDE:- EXPANDED PRESCRIPTION MEDICATION AFFORDABILITY AND ASSISTANCE SERVICES, PROVIDING OVER $2.4 MILLION IN COPAY SUPPORT TO PATIENTS;- FACILITATED FREE ACCESS TO POST-EXPOSURE PROPHYLAXIS MEDICATIONS FOR ALL SEXUAL ASSAULT PATIENTS PRESENTING TO BILH HOSPITAL EMERGENCY DEPARTMENTS;- STRENGTHENED THE QUALITY OF CARE FOR PATIENTS USING WEIGHTLOSS MEDICATIONS BY EXPANDING SERVICES WITHIN A PHARMACISTLED WEIGHTMANAGEMENT CLINIC; AND- ACHIEVED CONTINUED SUCCESS AND GROWTH OF THE CARDIOMETABOLIC PROGRAM AND CENTRAL ANTICOAGULATION PROGRAM, SUPPORTING IMPROVED PATIENT OUTCOMES.INCREASED ACCESS TO COMMUNITY CAREAS PART OF ITS 2030 GOAL TO PROVIDE 70% OF CARE IN THE COMMUNITY, BILH OPENED URGENT CARE CENTERS IN HAVERHILL AND WATERTOWN, EXPANDING SAME-DAY ACCESS FOR LOWER-ACUITY NEEDS. ADDITIONALLY, BILH OPENED NINE NEW LABORATORY DRAW STATIONS ACROSS EASTERN MASSACHUSETTS, INCREASING COMMUNITY ACCESS TO LAB SERVICES AND IMPROVING SATISFACTION AMONG PATIENTS AND PROVIDERS. THESE SYSTEM INITIATIVES STRENGTHENED THE QUALITY OF PHLEBOTOMY SERVICES AND ENHANCED THE PATIENT EXPERIENCE.BILH ALSO CONTINUED TO ADVANCE ITS POSTACUTE AND ALTERNATIVE CARE MODELS BY EXPANDING SKILLED NURSING FACILITY TRANSITION SUPPORT AND FURTHER DEVELOPING HOSPITAL AT HOME PROGRAMMING. TOGETHER, THESE MODELS PROVIDE SAFE, HIGHQUALITY CARE IN LOWERCOST SETTINGS, REDUCE PREVENTABLE READMISSIONS, AND ENHANCE PATIENT SATISFACTION.ELECTRONIC MEDICAL RECORD SYSTEM IMPROVEMENTS (ONEBILH EPIC)A CORE BILH STRATEGIC INITIATIVE IS THE TRANSITION TO A UNIFORM, SINGLE ELECTRONIC HEALTH RECORD (EHR) FOR ALL BILH ENTITIES ACROSS THE SYSTEM. A CONSOLIDATED EHR ENHANCES CARE QUALITY BY GIVING CLINICIANS SEAMLESS ACCESS TO COMPREHENSIVE AND COMPLETE PATIENT RECORDS, MINIMIZING DUPLICATIVE TESTING, AND ACCELERATING CARE DELIVERY THROUGH MORE EFFICIENT INFORMATION ACCESS.BILH BEHAVIORAL HEALTH SERVICESTHE BETH ISRAEL LAHEY HEALTH NETWORK (BILH) IS COMMITTED TO THE BEHAVIORAL HEALTH NEEDS OF THE PATIENTS AND COMMUNITIES SERVICED. BELOW ARE SOME OF ACTIVITIES THAT BILH BEHAVIORAL SERVICES (BILHBS) HAS PROVIDED TO THE PATIENTS AND COMMUNITIES SERVED BY BILH AND ITS AFFILIATED ENTITIES. |
| ADDICTION SERVICES | NORTHEAST BEHAVIORAL HEALTH CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH BEHAVIORAL SERVICES (NBHC OR BILH BS) IS THE LARGEST NETWORK OF MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES IN EASTERN MASSACHUSETTS, PROVIDING HIGH-QUALITY MENTAL HEALTH AND ADDICTION TREATMENT. THIS INCLUDES A FULL CONTINUUM OF CARE FOR CHILDREN AND ADULTS RANGING FROM INPATIENT TO COMMUNITY-BASED SERVICES. TREATMENT OFFERINGS INCLUDE MOBILE CRISIS TEAMS FOR BEHAVIORAL AND SUBSTANCE-RELATED EMERGENCIES; INPATIENT PSYCHIATRIC AND DETOXIFICATION TREATMENT; RESIDENTIAL PROGRAMS; OUTPATIENT MENTAL HEALTH AND ADDICTION CLINICS; AND MEDICATION-ASSISTED TREATMENT PROGRAMS FOR PERSONS WITH OPIOID USE DISORDERS. NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) HAS OVER 220 BEDS IN 7 FACILITIES FOR PATIENTS REQUIRING ACUTE PSYCHIATRIC, DETOXIFICATION AND POST-ACUTE DIVERSIONARY SERVICES. OTHER OFFERINGS INCLUDE MANY COMMUNITY-BASED SERVICES SUCH AS MOBILE EMERGENCY SERVICES TEAMS, SCHOOL AND HOME-BASED COUNSELING FOR YOUTH AND THEIR FAMILIES. BILHBS SERVES APPROXIMATELY 17,000 INDIVIDUALS ANNUALLY, PROVIDING OVER 415,000 UNITS OF SERVICE, IN A VAST ARRAY OF SETTINGS BASED ON THEIR NEEDS. NBHC PROVIDED ADDICTION TREATMENT SERVICES WITH MORE THAN 220 INPATIENT AND RESIDENTIAL BEDS, OPERATING 24/7 FOR ADDICTION TREATMENT. ADDICTION TREATMENT INCLUDES BOTH OUTPATIENT AND INPATIENT TREATMENT AND PREVENTION. SUBSTANCE ABUSE COUNSELING AND GROUP THERAPY IS OFFERED FOR BOTH ADULTS AND TEENS, AS ARE A RANGE OF COURT-ORDERED PROGRAMS INCLUDING OPERATING UNDER THE INFLUENCE (OUI) EDUCATION AND EVALUATIONS. MEDICATION-ASSISTED TREATMENT FOR MEN AND WOMEN ADDICTED TO HEROIN OR PRESCRIPTION OPIOIDS IS PROVIDED AT LOCATIONS IN GLOUCESTER AND DANVERS, MASSACHUSETTS. ACUTE TREATMENT PROGRAMS PROVIDING INPATIENT DETOXIFICATION SERVICES FROM DRUGS AND/OR ALCOHOL IN MEDICAL SETTINGS ARE AVAILABLE AT TREATMENT CENTERS IN DANVERS AND TEWKSBURY, MASSACHUSETTS. IN FY25 THESE CENTERS SERVED APPROXIMATELY 2,600 PATIENTS. NBHC ALSO PROVIDED POST-DETOXIFICATION RESIDENTIAL SETTINGS AT MULTIPLE LOCATIONS SERVING BOTH MEN AND WOMEN. IN FY25 NBHC'S OUTPATIENT ADDICTION PROGRAMS PROVIDED 191,449 UNITS OF SERVICE, INCLUDING 5,800 VIA TELEHEALTH, WHILE INPATIENT AND RESIDENTIAL PROGRAMS RECORDED 75,732 BED DAYS.AMBULATORY SERVICES BILH BS' AMBULATORY DIVISION SERVES NEARLY 4,500 PATIENTS EVERY YEAR, DELIVERING MORE THAN 111,000 UNITS OF SERVICES IN VARIOUS SETTINGS. MORE THAN 45,000 WERE DELIVERED BY TELEHEALTH AMBULATORY PROGRAMS AND SERVICES OFFERED UNDER THE CHILDREN'S BEHAVIORAL HEALTH INITIATIVE (CBHI) INCLUDING A BROAD RANGE OF COUNSELING AND THERAPY AS WELL AS MORE INTENSIVE TREATMENT MODALITIES. OUTPATIENT MENTAL HEALTH CLINICS IN SALEM, LAWRENCE, GLOUCESTER AND BEVERLY, MASSACHUSETTS AND AN OUTREACH CLINIC IN HAVERHILL, MASSACHUSETTS ASSIST INDIVIDUALS AND FAMILIES THROUGH PERIODS OF STRESS AND ADJUSTMENT, PROVIDING THERAPY FOR DEPRESSION, ANXIETY, TRAUMA, BIPOLAR DISEASE, AND CHRONIC MENTAL ILLNESS. OUTREACH COUNSELORS OFFER SHORT AND LONG-TERM THERAPY IN HOMES, SCHOOLS, AND OTHER APPROPRIATE COMMUNITY SETTINGS. ALL THERAPY PROGRAMS ARE SUPPORTED BY MEDICATION CLINICS IF THAT IS DETERMINED TO BE AN APPROPRIATE ADJUNCT TO TREATMENT. IN FY25, NBHC DELIVERED 103,421 UNITS OF AMBULATORY SERVICES, SUPPORTED BY 8,036 PSYCHOPHARMACOLOGY VISITS. EMERGENCY SERVICES THE EMERGENCY SERVICES DIVISION PROVIDES EMERGENCY PSYCHIATRIC ASSESSMENTS AND SUPPORTIVE SERVICES 24/7 WITHIN THE EMERGENCY DEPARTMENTS OF THE BILH SYSTEM AND AT THE COMMONWEALTH OF MASSACHUSETTS' IMPLEMENTED BEHAVIORAL HEALTH REDESIGN COMMUNITY BEHAVIORAL HEALTH CENTER (CBHC), LOCATED IN LAWRENCE. THIS INCLUDES PATIENT ACCESS TO URGENT, ROUTINE AND SHORT-TERM INPATIENT PROGRAMS. MOBILE CRISIS CLINICIANS ARE AVAILABLE FOR WALK-IN APPOINTMENTS AND TO RESPOND TO SCHOOLS, HOMES AND OUTPATIENT CLINICS. NBHC ALSO OPERATES AN INPATIENT 8-BED COMMUNITY CRISIS STABILIZATION UNIT, WHICH OFFERS SHORT-TERM (3-5 DAY) CRISIS BEDS IN LIEU OF HOSPITALIZATION. DURING THE FISCAL PERIOD COVERED BY THIS FILING, EMERGENCY SERVICE PROGRAMS HAD 15,097 INITIAL ASSESSMENT ENCOUNTERS, AND THE CCS PROGRAM RECORDED 2,454BED DAYS.NBHC IS ALSO ON THE FOREFRONT OF EXPANDING TREATMENT FOR OPIOID USE DISORDER (OUD). SEVERAL BILH ORGANIZATIONS HAVE TAKEN STEPS TO ENHANCE CARE FOR PATIENTS WITH OPIOID USE DISORDER (OUD) WHO PRESENT IN EMERGENCY DEPARTMENTS, PARTICULARLY AS THESE PATIENTS TRANSITION FROM THE HOSPITAL TO A LONG-TERM TREATMENT PROGRAM. THE NBHC BRIDGE CLINIC IN GLOUCESTER ACCEPTS PATIENTS REFERRED FROM ITS AFFILIATE NORTHEAST HOSPITAL CORP (NHC) EMERGENCY DEPARTMENTS AT BOTH BEVERLY HOSPITAL AND ADDISON GILBERT HOSPITAL AND OFFERS CONTINUATION OF MEDICATION ASSISTED TREATMENT AND SUPPORT FROM RECOVERY COACHES. BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (BID-PLYMOUTH) TREATS PATIENTS WITH OUD THROUGH MEDICATION-ASSISTED TREATMENT IN THE EMERGENCY DEPARTMENT, AND THE HOSPITAL WORKS CLOSELY WITH COMMUNITY PARTNERS TO PROVIDE ONGOING SUPPORT TO PATIENTS. THESE PROGRAMS ARE SIMILAR TO SERVICES AT MOUNT AUBURN HOSPITAL WHICH ALSO OFFERS MEDICATION-ASSISTED TREATMENT IN ITS EMERGENCY DEPARTMENT. PATIENTS CAN THEN BE REFERRED TO THE BRIDGE CLINIC AT MOUNT AUBURN HOSPITAL OR BID-PLYMOUTH FOR CONTINUED OR ADDITIONAL TREATMENT. NORTHEAST HOSPITAL CORPORATION, BID-PLYMOUTH AND MOUNT AUBURN HOSPITALS ARE ALL PART OF THE BETH ISRAEL LAHEY HEALTH NETWORK AND SISTER ENTITIES TO NBHC. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PHYSICIAN HEALTH SERVICES INC | ||||||||
| 860 WINTER ST | WALTHAM | MA | 024511449 | 223234975 | 501(C)(3) | $30,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| COMMUNITY TEAMWORK INC | ||||||||
| 155 MERRIMACK STREET | LOWELL | MA | 01852 | 042382027 | 501(C)(3) | $164,684 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| GREATER LOWELL HEALTH ALLIANCE | ||||||||
| 55 TECHNOLOGY DRIVE | LOWELL | MA | 01851 | 270408037 | 501(C)(3) | $78,344 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| LOWELL COMMUNITY HEALTH CENTER | ||||||||
| 161 JACKSON STREET | LOWELL | MA | 01852 | 042881348 | 501(C)(3) | $20,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| MERRIMACK VALLEY FOOD BANK | ||||||||
| PO BOX 2041 | LOWELL | MA | 01851 | 223241609 | 501(C)(3) | $8,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| MILL CITY GROWS | ||||||||
| 650 SUFFOLK STREET SUITE G10 | LOWELL | MA | 01854 | 472096070 | 501(C)(3) | $25,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| MINUTEMAN SENIOR SERVICES | ||||||||
| 26 CROSBY DRIVE | BEDFORD | MA | 01730 | 042587212 | 501(C)(3) | $12,673 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| NORTH SHORE COMMUNITY HEALTH CENTER | ||||||||
| 27 CONGRESS ST SUITE 513 | SALEM | MA | 01970 | 042610447 | 501(C)(3) | $15,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| PLACE OF PROMISE | ||||||||
| 203 LUDLAM STREET | LOWELL | MA | 01850 | 043233151 | 501(C)(3) | $15,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| SAHELI INC | ||||||||
| PO BOX 1345 | BURLINGTON | MA | 01803 | 030547972 | 501(C)(3) | $30,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| THE CENTER FOR HOPE AND HEALINGINC | ||||||||
| 15 HURD STREET | LOWELL | MA | 01852 | 042732721 | 501(C)(3) | $30,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| YMCA OF METRO NORTH--TORIGIAN BRANCH | ||||||||
| 10 CENTENNIAL DRIVE SUITE 105 | PEABODY | MA | 01960 | 042105883 | 501(C)(3) | $104,340 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| YMCA OF GREATER BOSTON-NORTH SUBURBAN BRANCH | ||||||||
| 316 HUNTINGTON AVE STE 1 | BOSTON | MA | 02115 | 042103551 | 501(C)(3) | $22,544 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| TOWN OF BURLINGTON | ||||||||
| 45 CENTER STREET | BURLINGTON | MA | 01803 | 046001104 | GOVERNMENT ENTITY | $575,500 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| CITIZENS INN INC | ||||||||
| 81 MAIN STREET | PEABODY | MA | 01960 | 222540856 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 733 CABOT STREET | BEVERLY | MA | 01915 | 042103634 | 501(C)(3) | $34,500 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| LAHEY CLINIC INC | ||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 042704683 | 501(C)(3) | $104,854,462 | $0 | ACCESS TO PATIENT CARE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | COMMUNITY BENEFITS GRANTS -- AS PREVIOUSLY NOTED IN THIS FILING LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. MAINTAINS STRONG RELATIONSHIPS WITH MANY COMMUNITY PARTNERS AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFITS MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS FOR THE PURPOSES AS NOTED IN SCHEDULE I PART II. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS. ADDITIONAL INFORMATION ABOUT COMMUNITY BENEFITS IS INCLUDED IN FORM 990 SCHEDULE H. ACCESS TO CARE SUBSIDIES AS PREVIOUSLY NOTED THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. BILH, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. AND ALL ENTITIES WITHIN THE BILH NETWORK ARE DELIVERING ON THE PROMISE TO BILH PATIENTS AND COMMUNITIES TO EXPAND ACCESS AND PROVIDE EXTRAORDINARY CARE, WHILE ALSO ADVANCING MEDICINE THROUGH DISCOVERY AND EDUCATION. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. ENSURES THESE SUBSIDIES ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THE RECIPIENT ENTITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (42 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER (CEO, BILH) | $0 | $2,267,647 | $0 | $1,000,000 | $0 | $398,244 | $0 | $1,021,480 | $0 | $47,000 | $0 | $4,734,371 | $0 | $0 |
| RIOS CINDY | ||||||||||||||
| TREAS (EXECUTIVE VP AND CFO, BILH) | $0 | $1,031,770 | $0 | $125,000 | $0 | $229,483 | $0 | $2,171,401 | $0 | $37,049 | $0 | $3,594,703 | $0 | $0 |
| SHORETT PETER | ||||||||||||||
| TTEE (SR EXECUTIVE VP & COO, BILH) | $0 | $1,291,282 | $0 | $0 | $0 | $125,174 | $0 | $14,880 | $0 | $40,135 | $0 | $1,471,471 | $0 | $0 |
| JOHNSON MDMSFACP ELIZABETH H | ||||||||||||||
| FRMR PRES, BILH PRIMARY CARE NETWORK | $0 | $327,053 | $0 | $75,000 | $0 | $385,426 | $0 | $652,269 | $0 | $23,889 | $0 | $1,463,637 | $0 | $0 |
| MOFFATT-BRUCE MD PHD SUSAN | ||||||||||||||
| PRESIDENT & TRUSTEE | $868,875 | $0 | $375,534 | $0 | $35,865 | $0 | $92,395 | $0 | $40,653 | $0 | $1,413,322 | $0 | $0 | $0 |
| LIESCHING MD TIMOTHY | ||||||||||||||
| SR. VP AND CHIEF MEDICAL OFFICER | $454,093 | $0 | $70,044 | $0 | $99,210 | $0 | $614,751 | $0 | $47,544 | $0 | $1,285,642 | $0 | $0 | $0 |
| STAIN MD STEVEN | ||||||||||||||
| CHAIR, SURGERY DEPARTMENT | $880,327 | $0 | $74,757 | $0 | $31,302 | $0 | $36,997 | $0 | $38,629 | $0 | $1,062,012 | $0 | $0 | $0 |
| KATZ ESQ JAMIE | ||||||||||||||
| CLERK (GENERAL COUNSEL, BILH) | $0 | $870,522 | $0 | $0 | $0 | $130,539 | $0 | $24,780 | $0 | $9,010 | $0 | $1,034,851 | $0 | $0 |
| MARX MD JEFFREY L | ||||||||||||||
| CMO, CHIEF VALUE OFFICER | $0 | $779,753 | $0 | $42,390 | $0 | $38,034 | $0 | $44,293 | $0 | $39,431 | $0 | $943,901 | $0 | $0 |
| RESNIC MD FREDERIC | ||||||||||||||
| TRUSTEE; CARDIOLOGIST | $0 | $798,403 | $0 | $18,610 | $0 | $26,769 | $0 | $41,600 | $0 | $34,024 | $0 | $919,406 | $0 | $0 |
| MOURTZINOS MD ARTHUR P | ||||||||||||||
| TRUSTEE; UROLOGIST | $0 | $739,459 | $0 | $16,930 | $0 | $14,276 | $0 | $32,071 | $0 | $25,169 | $0 | $827,905 | $0 | $0 |
| MOSENTHAL MD ANNE | ||||||||||||||
| TRUSTEE; CHIEF ACADEMIC OFFICER | $541,354 | $0 | $160,174 | $0 | $10,476 | $0 | $42,043 | $0 | $33,499 | $0 | $787,546 | $0 | $0 | $0 |
| CREIGHTON MD MALCOLM | ||||||||||||||
| FRMR HOSP BASED SVCS/EMERG MED CHAIR | $0 | $54,854 | $0 | $9,583 | $0 | $625,215 | $0 | $82,426 | $0 | $5,461 | $0 | $777,539 | $0 | $0 |
| KEITZ MD SHERI | ||||||||||||||
| CHAIR OF DEPARTMENT OF MEDICINE | $636,117 | $0 | $47,644 | $0 | $17,124 | $0 | $39,409 | $0 | $32,768 | $0 | $773,062 | $0 | $0 | $0 |
| BRAMS MD DAVID | ||||||||||||||
| TRUSTEE; PRESIDENT, LC MEDICAL STAFF | $0 | $546,486 | $0 | $14,937 | $0 | $22,181 | $0 | $37,922 | $0 | $40,188 | $0 | $661,714 | $0 | $0 |
| FRANCIOLI CARL | ||||||||||||||
| TREAS; BILH INTRM CFO/BOSTON DIV CFO | $0 | $531,632 | $0 | $1,095 | $0 | $25,925 | $0 | $13,814 | $0 | $41,145 | $0 | $613,611 | $0 | $0 |
| SRINIVASAN MD JAYASHRI | ||||||||||||||
| TRUSTEE; DIVISION CHAIR NEUROLOGY | $0 | $448,535 | $0 | $8,755 | $0 | $11,541 | $0 | $35,378 | $0 | $27,443 | $0 | $531,652 | $0 | $0 |
| CONNELLY CPA MBA MICHAEL | ||||||||||||||
| ASST TREAS (EX-OFF) & CFO | $405,937 | $0 | $84,315 | $0 | $19,149 | $0 | $18,110 | $0 | $3,799 | $0 | $531,310 | $0 | $0 | $0 |
| WINGER MD CHRISTINE | ||||||||||||||
| TTEE; PHYSICIAN, INTERNAL MEDICINE | $0 | $406,203 | $0 | $42,094 | $0 | $24,793 | $0 | $37,221 | $0 | $14,032 | $0 | $524,343 | $0 | $0 |
| CANTRELL PAUL | ||||||||||||||
| VP, PLANNING, DESIGN, & CONSTRUCTION | $278,229 | $0 | $32,199 | $0 | $3,582 | $0 | $176,649 | $0 | $31,765 | $0 | $522,424 | $0 | $0 | $0 |
| BACIARELLI RENATO VAL | ||||||||||||||
| FORMER INTERIM SVP, COO | $435,769 | $0 | $0 | $0 | $51,471 | $0 | $29,043 | $0 | $0 | $0 | $516,283 | $0 | $0 | $0 |
| AQUINO MD PATRICK | ||||||||||||||
| TTEE; LCI DIVISION CHAIR, PSYCHIATRY | $0 | $419,422 | $0 | $9,540 | $0 | $554 | $0 | $23,233 | $0 | $37,467 | $0 | $490,216 | $0 | $0 |
| LEW JOHN | ||||||||||||||
| VP, HUMAN RESOURCES BUSINESS PARTNER | $326,505 | $0 | $114,254 | $0 | $8,375 | $0 | $16,170 | $0 | $14,843 | $0 | $480,147 | $0 | $0 | $0 |
| GARCIA-BANIGAN MD DINAMARIE | ||||||||||||||
| TRUSTEE; ENDOCRINOLOGIST | $0 | $357,975 | $0 | $11,782 | $0 | $29,463 | $0 | $32,845 | $0 | $33,904 | $0 | $465,969 | $0 | $0 |
| ROBINSON MPH MBA JASON | ||||||||||||||
| FRMR VP HOSPTL SVCS/ACADEMIC AFFAIRS | $234,014 | $0 | $0 | $0 | $85,395 | $0 | $110,583 | $0 | $28,916 | $0 | $458,908 | $0 | $0 | $0 |
| HANLEY-WILLIAMS MD NICOLE | ||||||||||||||
| TRUSTEE; GASTROENTEROLOGIST | $0 | $376,891 | $0 | $3,223 | $0 | $374 | $0 | $24,387 | $0 | $36,379 | $0 | $441,254 | $0 | $0 |
| BOWEN-BENITICH MBA BRIGITTE | ||||||||||||||
| FORMER VP SURGICAL SERVICES | $239,101 | $0 | $0 | $0 | $86,120 | $0 | $112,301 | $0 | $2,571 | $0 | $440,093 | $0 | $0 | $0 |
| SENARIAN EMILY | ||||||||||||||
| FMR VP MED SVCS & AMBULATORY PERFORM | $239,739 | $0 | $0 | $0 | $85,863 | $0 | $106,406 | $0 | $1,933 | $0 | $433,941 | $0 | $0 | $0 |
| JAMES DNPMBARNNEA-BC SCOTT | ||||||||||||||
| SENIOR VP & CHIEF NURSING OFFICER | $307,923 | $0 | $30,010 | $0 | $55,192 | $0 | $0 | $0 | $10,706 | $0 | $403,831 | $0 | $0 | $0 |
| STAPLETON MD THOMAS | ||||||||||||||
| CHIEF PERFUSION CARDIOTHORACIC SURG | $325,324 | $0 | $0 | $0 | $10,358 | $0 | $16,521 | $0 | $31,341 | $0 | $383,544 | $0 | $0 | $0 |
| ZHANG MIAO | ||||||||||||||
| DIRECTOR OF PHYSICS | $325,476 | $0 | $7,500 | $0 | $339 | $0 | $10,309 | $0 | $15,081 | $0 | $358,705 | $0 | $0 | $0 |
| HEISER EDWIN | ||||||||||||||
| ASST DEAN LEADERSHIP/FACULTY DEVELOP | $306,277 | $0 | $0 | $0 | $9,959 | $0 | $10,700 | $0 | $28,940 | $0 | $355,876 | $0 | $0 | $0 |
| CIRINO EILEEN | ||||||||||||||
| LEAD PHYSICIST, TREATMT PLAN, RADONC | $301,107 | $0 | $0 | $0 | $3,394 | $0 | $33,264 | $0 | $13,250 | $0 | $351,015 | $0 | $0 | $0 |
| FANTASIA MSN RN LESLEY | ||||||||||||||
| FORMER INTERIM CHIEF NURSING OFFICER | $240,126 | $0 | $49,650 | $0 | $1,082 | $0 | $28,105 | $0 | $24,291 | $0 | $343,254 | $0 | $0 | $0 |
| FREDIANI RN SUZANNE | ||||||||||||||
| OPERATING ROOM NURSE | $299,944 | $0 | $947 | $0 | $6,677 | $0 | $22,258 | $0 | $4,091 | $0 | $333,917 | $0 | $0 | $0 |
| BORTONE EDWARD | ||||||||||||||
| VP FACILITY, INFRSTRCTRE, HOSPTL OPS | $220,378 | $0 | $1,154 | $0 | $10,256 | $0 | $20,639 | $0 | $30,743 | $0 | $283,170 | $0 | $0 | $0 |
| CRAWFORD MD BETSEY | ||||||||||||||
| TTEE; PHYSICIAN, INTERNAL MEDICINE | $0 | $232,325 | $0 | $4,099 | $0 | $1,386 | $0 | $25,601 | $0 | $4,024 | $0 | $267,435 | $0 | $0 |
| TABERNER MIKAELA | ||||||||||||||
| ASST CLERK (ASSOC GC, BILH) | $0 | $192,016 | $0 | $25,271 | $0 | $4,009 | $0 | $8,597 | $0 | $26,724 | $0 | $256,617 | $0 | $0 |
| OXLEY DWAYNE | ||||||||||||||
| AST TREAS EX-OFF, INTRM CFO; AST CFO | $199,019 | $0 | $0 | $0 | $7,151 | $0 | $20,137 | $0 | $27,485 | $0 | $253,792 | $0 | $0 | $0 |
| EFSTRATIOS AMY | ||||||||||||||
| EXECUTIVE DIR, HR BUSINESS PARTNERS | $194,583 | $0 | $0 | $0 | $8,109 | $0 | $13,644 | $0 | $33,466 | $0 | $249,802 | $0 | $0 | $0 |
| BENNETT KEVIN | ||||||||||||||
| FRMR ASST TREAS (EX-OFF) & CFO | $0 | $0 | $0 | $0 | $189,904 | $0 | $0 | $0 | $0 | $0 | $189,904 | $0 | $0 | $0 |
| GALVIN RN MSN TRACY A | ||||||||||||||
| FRMR SVP, CNO, LHMC | $0 | $0 | $0 | $0 | $133,331 | $0 | $0 | $0 | $0 | $0 | $133,331 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS OR ONE OF IT'S AFFILIATES MAY CHOOSE TO GROSS-UP A PAYMENT TO MAKE THE EMPLOYEE WHOLE FROM A TAX PERSPECTIVE. AS EXPLAINED FURTHER BELOW, ACROSS BILH THESE SITUATIONS ARE REVIEWED ON A CASE-BY-CASE BASIS AND THE COST OF ANY GROSS-UP IS CONSIDERED WHEN REVIEWING AN EMPLOYEE'S OVERALL COMPENSATION PACKAGE FOR REASONABLENESS. EXAMPLES OF THE TYPES OF EXPENSES WHICH MAY FALL INTO THIS CATEGORY ARE REIMBURSEMENT FOR RELOCATION AND TEMPORARY HOUSING. |
| PART I, LINE 3 | LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S CHIEF EXECUTIVE OFFICER AND PRESIDENT ARE EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING, IS THE DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF EXECUTIVE AND SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER MEMBERS OF EXECUTIVE MANAGEMENT IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BILH BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. |
| PART I, LINES 4A-B | ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, RECEIVED SEVERANCE PAYMENTS. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. BILH AND ITS AFFILIATES MAINTAIN CERTAIN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS, WHICH UNDER THE DEFINITION TO THIS FORM 990 ARE SUPPLEMENTAL NONQUALIFIED PLANS: BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM AND, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN ADDITION, DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THESE ADDITIONAL IRC 457(B) PLANS AND BENEFITS FROM PARTICIPATING IN ONE OF THESE PLANS IS ALSO REPORTED IN THIS FORM 990: BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS AND/OR CAN MAKE THEIR OWN EMPLOYEE DEFERRALS. AMOUNTS RECEIVED BY PARTICIPANTS AND DEFERRED BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. |
| PART I, LINE 7 | AS NOTED ABOVE, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF EXECUTIVE AND SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES. DURING THE 2024 CALENDAR YEAR, BILH MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, AND FOR THE BILH CEO AS NOTED ABOVE, THE FULL BILH BOARD OF TRUSTEES. ADDITIONAL INFORMATION IS INCLUDED IN THE EXPLANATORY NOTES TO THIS SCHEDULE J. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 IS CALENDAR YEAR 2024 COMPENSATION. COMPENSATION SOURCES: COMPENSATION REPORTED FOR INDIVIDUALS MAY INCLUDE COMPENSATION PAID BY THE REPORTING ENTITY, AN AFFILIATE OF THE REPORTING ENTITY AND IN SOME CASES UNRELATED ENTITIES AS REQUIRED BY FORM 990. REPORTABLE COMPENSATION: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION: OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: ORDINARY WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, AMOUNTS FROM ONE OR MORE OF THE FOLLOWING NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. AQUINO, M.D., PATRICK DR. AQUINO SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE; DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC, INC. - TRUSTEE - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. BACIARELLI, RENATO (VAL) - FORMER INTERIM SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - FORMER INTERIM SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER - LAHEY CLINIC FOUNDATION, INC. - FORMER INTERIM SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER - LAHEY CLINIC, INC. MR. BACIARELLI'S TERM ENDED IN THE ABOVE POSITIONS ON SEPTEMBER 20, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. BACIARELLI INCLUDES PAYMENTS IN THE AMOUNT OF $51,471 FOR EMPLOYER-PROVIDED HOUSING. BENNETT, KEVIN MR. BENNETT'S POSITIONS BELOW ENDED ON JUNE 18, 2023, DURING A PRIOR FISCAL PERIOD: - FORMER CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - FORMER CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - FORMER CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. - FORMER TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. BENNETT INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $189,904. PART OR ALL OF THIS AMOUNT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. BORTONE, EDWARD UNLESS OTHERWISE NOTED BELOW, MR. BORTONE SERVED IN THE FOLLOWING POSITIONS ON JUNE 29, 2025: - VICE PRESIDENT, FACILITIES, INFRASTRUCTURE, AND HOSPITAL OPERATIONS - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - VICE PRESIDENT, FACILITIES, INFRASTRUCTURE, AND HOSPITAL OPERATIONS - LAHEY CLINIC FOUNDATION, INC. - VICE PRESIDENT, FACILITIES, INFRASTRUCTURE, AND HOSPITAL OPERATIONS - LAHEY CLINIC, INC. AS NOTED, MR. BORTONE SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. BORTONE INCLUDES PAYMENTS FOR PTO CASHED OUT AND GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $8,846 AND $1,410, RESPECTIVELY. BOWEN-BENITICH, MBA, BRIGITTE - FORMER VICE PRESIDENT SURGICAL SERVICES - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - FORMER VICE PRESIDENT SURGICAL SERVICES - LAHEY CLINIC, INC. MS. BOWEN-BENITICH'S TERM ENDED IN THE ABOVE POSITIONS ON SEPTEMBER 13, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. BOWEN-BENITICH INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $84,998. DEFERRED COMPENSATION FOR MS. BOWEN-BENITICH INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $84,998 TO BE PAID AFTER DECEMBER 31, 2024. |
| BRAMS, M.D., DAVID | DR. BRAMS SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO) (PRESIDENT, LAHEY CLINIC MEDICAL STAFF) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (PRESIDENT, LAHEY CLINIC MEDICAL STAFF) - LAHEY CLINIC, INC. - TRUSTEE (PRESIDENT, LAHEY CLINIC MEDICAL STAFF) - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS DR. BRAMS SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. CANTRELL, PAUL MR. CANTRELL HELD THE FOLLOWING POSITIONS UNTIL DECEMBER 31, 2024: - VICE PRESIDENT, PLANNING, DESIGN, AND CONSTRUCTION - BETH ISRAEL LAHEY HEALTH, INC. - VICE PRESIDENT, PLANNING, DESIGN, AND CONSTRUCTION - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - VICE PRESIDENT, PLANNING, DESIGN, AND CONSTRUCTION - LAHEY CLINIC FOUNDATION, INC. - VICE PRESIDENT, PLANNING, DESIGN, AND CONSTRUCTION - LAHEY CLINIC, INC. - VICE PRESIDENT, PLANNING, DESIGN, AND CONSTRUCTION - WINCHESTER HOSPITAL - VICE PRESIDENT, PLANNING, DESIGN, AND CONSTRUCTION - WINCHESTER HEALTHCARE MANAGEMENT, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION FOR MR. CANTRELL INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $142,500 TO BE PAID AFTER DECEMBER 31, 2024. CIRINO, EILEEN - LEAD PHYSICIST, TREATMENT PLAN, RADIATION ONCOLOGY - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS MS. CIRINO SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. CONNELLY, CPA, MBA, MICHAEL MR. CONNELLY SERVED IN THE FOLLOWING ROLES UNTIL FEBRUARY 28, 2025: - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER - LAHEY CLINIC, INC. - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. CRAWFORD, M.D., BETSEY DR. CRAWFORD HELD THE FOLLOWING POSITIONS UNTIL SEPTEMBER 30, 2025: - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE - LAHEY CLINIC, INC. - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. CREIGHTON, M.D., MALCOLM - FORMER CHAIR, HOSPITAL BASED SERVICES AND CHAIR, DEPARTMENT OF EMERGENCY MEDICINE - LAHEY CLINIC, INC. - FORMER CHAIR, HOSPITAL BASED SERVICES AND CHAIR, DEPARTMENT OF EMERGENCY MEDICINE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS DR. CREIGHTON'S TERM ENDED IN THE ABOVE POSITIONS ON SEPTEMBER 13, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. CREIGHTON INCLUDES PAYMENTS FOR SEVERANCE AND PTO PAID OUT IN THE AMOUNTS OF $522,660 AND $101,733, RESPECTIVELY. DEFERRED COMPENSATION FOR DR. CREIGHTON INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $52,340 TO BE PAID AFTER DECEMBER 31, 2024. EFSTRATIOS, AMY MS. EFSTRATIOS SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - EXECUTIVE DIRECTOR, HUMAN RESOURCES BUSINESS PARTNERS - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - EXECUTIVE DIRECTOR, HUMAN RESOURCES BUSINESS PARTNERS - LAHEY CLINIC, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. FANTASIA, MSN, RN, LESLEY MS. FANTASIA'S POSITIONS BELOW ENDED ON MARCH 24, 2024 DURING A PRIOR FISCAL PERIOD: - FORMER INTERIM CHIEF NURSING OFFICER LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 AND REFLECTS PAYMENTS TO MS. FANTASIA WHILE SHE REMAINED IN THE POSITION ABOVE. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. |
| FRANCIOLI, CARL | MR. FRANCIOLI HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - CHIEF FINANCIAL OFFICER OF METRO BOSTON DIVISION - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. MR. FRANCIOLI SERVED IN THE FOLLOWING ADDITIONAL ROLES FROM OCTOBER 20, 2024 THROUGH AUGUST 3, 2025: - TREASURER (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. -TRUSTEE & TREASURER (EX-OFFICIO)- ADDISON GILBERT SOCIETY, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER - BETH ISRAEL DEACONESS MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC - TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TREASURER - EXETER HOSPITAL, INC. - TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - TREASURER - EXETER MED REAL, INC. - TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TREASURER - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TREASURER - LAHEY CLINIC, INC. - TRUSTEE & TREASURER - LAHEY HEALTH SHARED SERVICES, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. MR. FRANCIOLI BEGAN SERVING IN THE FOLLOWING ROLE ON SEPTEMBER 11, 2025: -TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $5,534. FREDIANI, RN, SUZANNE - OPERATING ROOM NURSE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS MS. FREDIANI SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. GALVIN, RN, MSN, TRACY A. - FORMER SENIOR VICE PRESIDENT, CHIEF NURSING OFFICER, LHMC - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS MS. GALVIN'S TERM ENDED IN THE ABOVE POSITION ON APRIL 28, 2023, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. GALVIN INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $133,331. PART OR ALL OF THIS AMOUNT WAS REPORTED AS DEFERRED COMPENSATION IN A PRIOR FILING. GARCIA-BANIGAN, M.D., DINAMARIE DR. GARCIA-BANIGAN SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE; ENDOCRINOLOGIST - LAHEY CLINIC, INC. - TRUSTEE - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; ENDOCRINOLOGIST - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. HANLEY-WILLIAMS, M.D., NICOLE DR. HANLEY-WILLIAMS SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE; GASTROENTEROLOGIST - LAHEY CLINIC, INC. - TRUSTEE - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; GASTROENTEROLOGIST - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. HEISER, EDWIN - ASSISTANT DEAN LEADERSHIP/FACULTY DEVELOPMENT - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS MR. HEISER SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. HERNDON, MBA, CPA, FACHE, SCOTT MR. HERNDON BEGAN SERVING IN THE FOLLOWING ROLES ON AUGUST 4, 2025: - TREASURER (EX-OFFICIO), EXECUTIVE VICE PRESIDENT, AND CHIEF FINANCIAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. JAMES, DNP, MBA, RN, NEA-BC, SCOTT - SENIOR VICE PRESIDENT & CHIEF NURSING OFFICER LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS MR. JAMES SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. JAMES INCLUDES PAYMENTS IN THE AMOUNT OF $53,927 FOR TEMPORARY HOUSING. JOHNSON, MD., MS., FACP, ELIZABETH H. |
| DR. JOHNSON SERVED IN THE FOLLOWING POSITIONS THROUGH JUNE 28, 2024 | DURING A PRIOR FISCAL PERIOD. - FORMER BOARD CHAIR AND PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC. - FORMER PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - FORMER PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. JOHNSON INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $265,385. OTHER REPORTABLE COMPENSATION FOR DR. JOHNSON INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $92,286. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DEFERRED COMPENSATION FOR DR. JOHNSON INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $634,615 TO BE PAID AFTER DECEMBER 31, 2024. KATZ, ESQ., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - GENERAL COUNSEL AND CLERK (EX-OFFICIO), - BETH ISRAEL LAHEY HEALTH, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CLERK - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CLERK - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. - CLERK - THE JORDAN HEALTH SYSTEMS, INC. - CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL - CLERK - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - CLERK (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE AND CLERK (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CLERK - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - CLERK - LAHEY CLINIC, INC. - CLERK - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. - CLERK - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL - CLERK - JOSLIN CLINIC, INC. - CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CLERK - EXETER HOSPITAL, INC. - CLERK (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $76,830. OTHER REPORTABLE COMPENSATION FOR MR. KATZ ALSO INCLUDES COMBINED PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $31,209. KEITZ, M.D., SHERI DR. KEITZ SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - CHAIR OF DEPARTMENT OF MEDICINE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CHAIR OF DEPARTMENT OF MEDICINE - LAHEY CLINIC, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. KEITZ INCLUDES PAYMENTS FOR PTO CASHED OUT GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $12,404 AND $4,720, RESPECTIVELY. LEW, JOHN MR. LEW SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -TERM BEGAN JULY 27, 2025 - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TERM ENDED ON JULY 26, 2025 - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC, INC. - TERM ENDED ON JULY 26, 2025 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. LEW INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $59,400. LIESCHING, MD., TIMOTHY UNLESS OTHERWISE NOTED BELOW, DR. LIESCHING SERVED IN THE FOLLOWING ROLES UNTIL OCTOBER 13, 2024: - SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC, INC. - SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC FOUNDATION, INC. - SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. LIESCHING INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $95,501. DEFERRED COMPENSATION FOR DR. LIESCHING INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $578,890 TO BE PAID AFTER DECEMBER 31, 2024. MARX, M.D., JEFFREY L - CHIEF MEDICAL OFFICER & CHIEF VALUE OFFICER - LAHEY CLINIC, INC. - TERM BEGAN JUNE 29, 2025 - CHIEF MEDICAL OFFICER & CHIEF VALUE OFFICER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TERM BEGAN JUNE 29, 2025 - SENIOR STAFF PHYSICIAN VITROERENTINAL SURGEON - LAHEY CLINIC, INC. - SENIOR STAFF PHYSICIAN VITROERENTINAL SURGEON - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. MOFFATT-BRUCE, MD., PHD., SUSAN - PRESIDENT & TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - PRESIDENT & TRUSTEE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - PRESIDENT & TRUSTEE - LAHEY CLINIC, INC. DR. MOFFATT-BRUCE SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. |
| AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR | 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR DR. MOFFATT-BRUCE INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $80,000. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. OTHER REPORTABLE COMPENSATION ALSO INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNT OF $13,365. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $84,115. MOSENTHAL, M.D., ANNE DR. MOSENTHAL SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE; CHIEF ACADEMIC OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TRUSTEE; CHIEF ACADEMIC OFFICER - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; CHIEF ACADEMIC OFFICER - LAHEY CLINIC, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. MOURTZINOS, M.D., ARTHUR P. DR. MOURTZINOS HELD THE FOLLOWING POSITIONS UNTIL SEPTEMBER 30, 2025: - TRUSTEE; UROLOGIST - LAHEY CLINIC, INC. - TRUSTEE; UROLOGIST - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; UROLOGIST - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. MOURTZINOS INCLUDES PAYMENTS FOR PTO CASHED OUT AND GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $12,603 AND $1,673, RESPECTIVELY. OXLEY, DWAYNE DURING THE PERIOD COVERED BY THIS FILING, MR. OXLEY SERVED AS THE ASSISTANT CHIEF FINANCIAL OFFICER FOR THE ENTITIES LISTED BELOW. IN ADDITION, FROM MARCH 1, 2025 TO MAY 27, 2025, HE SERVED IN THE CAPACITY OF ASSISTANT TREASURER (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER OF THESE SAME ENTITIES. - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - LAHEY CLINIC, INC. - LAHEY CLINIC FOUNDATION, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. OXLEY INCLUDES A PAYMENT FOR PTO CASHED-OUT IN THE AMOUNT OF $5,924. RESNIC, M.D., FREDERIC DR. RESNIC SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE; CARDIOLOGIST - LAHEY CLINIC, INC. - TRUSTEE - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; CARDIOLOGIST - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. RIOS, CINDY UNLESS OTHERWISE NOTED BELOW, MS. RIOS SERVED IN THE FOLLOWING POSITIONS UNTIL OCTOBER 19, 2024: - EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE & TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TREASURER - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TREASURER - LAHEY CLINIC, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE & TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. - TRUSTEE & TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TRUSTEE & TREASURER - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - TREASURER - EXETER HOSPITAL, INC. - TREASURER - EXETER MED REAL, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC AND HOSPICE - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. RIOS INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $203,538. DEFERRED COMPENSATION FOR MS. RIOS INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $2,118,462 TO BE PAID AFTER DECEMBER 31, 2024. IN ADDITION, DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $42,199. ROBINSON, MPH, MBA, JASON - FORMER VICE PRESIDENT HOSPITAL SERVICES AND ACADEMIC AFFAIRS - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - FORMER VICE PRESIDENT HOSPITAL SERVICES AND ACADEMIC AFFAIRS - LAHEY CLINIC, INC. MR. ROBINSON'S TERM IN THE ABOVE POSITIONS ENDED ON SEPTEMBER 13, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. ROBINSON INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $85,000. DEFERRED COMPENSATION FOR MR. ROBINSON INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $85,000 TO BE PAID AFTER DECEMBER 31, 2024. SENARIAN, EMILY - FORMER VICE PRESIDENT MEDICAL SERVICES AND AMBULATORY PERFORMANCE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - FORMER VICE PRESIDENT MEDICAL SERVICES AND AMBULATORY PERFORMANCE - LAHEY CLINIC, INC. MS. SENARIAN'S TERM IN THE ABOVE POSITIONS ENDED ON SEPTEMBER 13, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. SENARIAN INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 |
| SHORETT, PETER | UNLESS OTHERWISE NOTED BELOW, MR. SHORETT SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - SENIOR EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - ANNA JAQUES HOSPITAL, INC. - MR. SHORETT'S TERM ENDED IN THIS POSITION ON FEBRUARY 1, 2025 - TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - MR. SHORETT'S TERM ENDED IN THIS POSITION ON FEBRUARY 1, 2025 - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TRUSTEE - LAHEY CLINIC, INC. MR. SHORETT SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. SHORETT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $99,134. SRINIVASAN, M.D., JAYASHRI - DIVISION CHAIR NEUROLOGY - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS / LAHEY CLINIC, INC. DR. SRINIVASAN HELD THE FOLLOWING POSITIONS UNTIL SEPTEMBER 30, 2025: - TRUSTEE - LAHEY CLINIC, INC. - TRUSTEE - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. SRINIVASAN INCLUDES PAYMENTS FOR PTO CASHED OUT OR PAID OUT AND GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $8,452 AND $3,089, RESPECTIVELY. STAIN, M.D., STEVEN DR. STAIN SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - CHAIR, SURGERY DEPARTMENT - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CHAIR, SURGERY DEPARTMENT - LAHEY CLINIC, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. STAPLETON, M.D., THOMAS - CHIEF PERFUSION CARDIOTHORACIC SURGEON - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS DR. STAPLETON SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. STAPLETON INCLUDES PAYMENTS FOR PTO CASHED OUT OR PAID OUT THE AMOUNTS OF $10,104. TABB, MD., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF EXECUTIVE OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CHIEF EXECUTIVE OFFICER - LAHEY CLINIC, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - PRESIDENT (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE, BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE AND PRESIDENT (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CHIEF EXECUTIVE OFFICER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION - CHIEF EXECUTIVE OFFICER - CAB HEALTH AND RECOVERY SERVICES, INC. - CHIEF EXECUTIVE OFFICER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CHIEF EXECUTIVE OFFICER - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CHIEF EXECUTIVE OFFICER - THE JORDAN HEALTH SYSTEMS, INC. - CHIEF EXECUTIVE OFFICER - JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - CHIEF EXECUTIVE OFFICER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - CHIEF EXECUTIVE OFFICER - JOSLIN CLINIC, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CHIEF EXECUTIVE OFFICER - EXETER HOSPITAL, INC. ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $352,380. OTHER REPORTABLE COMPENSATION FOR DR. TABB ALSO INCLUDES PAYMENTS IN THE AMOUNT OF $23,364 FOR GROUP TERM LIFE INSURANCE. DEFERRED COMPENSATION IN THE AMOUNT OF $1,000,000 IS INCLUDED IN THIS FILING FOR DR. TABB. THIS AMOUNT RELATES TO MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2024, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. TABERNER, MIKAELA MS. TABERNER SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - ASSOCIATE GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT CLERK - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - ASSISTANT CLERK - LAHEY CLINIC, INC. - ASSISTANT CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MS. TABERNER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $25,271. WINGER, M.D., CHRISTINE DR. WINGER HELD THE FOLLOWING POSITIONS UNTIL SEPTEMBER 30, 2025: - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE - LAHEY CLINIC, INC. - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS ZHANG, MIAO - DIRECTOR OF PHYSICS - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS INCENTIVE COMPENSATION FOR MR. ZHANG INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $7,500. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| A | 043431814 | 57585BPD4 | 2025-08-14 | $923,737,714 | MDFA - SERIES 2025N - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | 57584Y7K9 | 2023-12-12 | $442,970,000 | MDFA - SERIES 2023M - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| C | 043431814 | 57584YTK5 | 2019-07-31 | $211,922,775 | MDFA - SERIES 2019K - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| D | 043431814 | 57584YJW0 | 2018-06-26 | $479,594,374 | MDFA - SERIES 2018J-1,J-2 - SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $925,222,558 | $5,454,992 | $3,304,135 | $28,217,460 | $169,812,693 | $718,433,278 | Yes (1) | 0 | 0 | Yes (1) | ||
| B | $457,215,735 | $3,559,000 | $430,865,374 | $22,791,361 | 0 | 0 | 0 | Yes (1) | ||||
| C | $211,922,775 | $2,931,137 | $19,714,020 | $189,277,618 | 0 | 0 | Yes (1) | Yes (1) | $44,260,000 | 2019 | ||
| D | $504,358,641 | $4,594,374 | $499,764,267 | 0 | 0 | Yes (1) | Yes (1) | $20,455,000 | 2021 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A, ENTITY 1: | PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 10/21/2015 AND 09/02/2015. PART II, COLUMN A, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. |
| BOND B, ENTITY 1: | PART I, ROW B, COLUMN F: THE ISSUE'S PROCEEDS WILL BE USED TO FINANCE PROJECTS AND PAY ISSUANCE COSTS. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. |
| BOND C, ENTITY 1: | PART I, ROW C, COLUMN F: FOR TAX PURPOSES (PURSUANT TO PROPOSED TREASURY REGULATIONS SECTION 1.150-1(D)(2)(II)(C)), THE ISSUE'S PROCEEDS OTHER THAN THOSE ALLOCATED TO COSTS OF ISSUANCE WERE ALLOCATED TO CAPITAL EXPENDITURES ON THE DATE OF CLOSING. THE PRESENTATION SHOWN HERE DEPARTS FROM THE TAX TREATMENT, REFLECTING THE CHARACTERIZATION OF THE TRANSACTION FOR OTHER PURPOSES, AND IS MORE IN ACCORDANCE TO THE FINANCIAL ACCOUNTING PRESENTATION. PART IV, COLUMN C, LINE 2C: ARBITRAGE REBATE CALCULATION PERFORMED ON 11/12/2024. |
| BOND D, ENTITY 1: | PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $24,764,267 OF INVESTMENT EARNINGS. PART IV, COLUMN D, LINE 2C: FINAL REBATE CALCULATION SHOWING NO REBATE DUE COMPLETED ON 09/30/2023. |
| BOND A, ENTITY 2: | PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN A, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN A, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021. |
| BOND B, ENTITY 2: | PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $125,030 OF INVESTMENT EARNINGS. PART IV, COLUMN B, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021. |
| BOND C, ENTITY 2: | PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/04/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW PART IV, COLUMN C, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019. |
| BOND D, ENTITY 2: | PART I, ROW D, COLUMN A: NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY. PART I, ROW D, COLUMN F: REFINANCING AND REFUNDING PRIOR BONDS ISSUED ON 11/20/2003 AND 12/19/2001. PART II, COLUMN D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW. |
| BOND A, ENTITY 3: | PART I, ROW A, COLUMN A: NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY. PART I, ROW A, COLUMN F: REFINANCING AND REFUNDING PRIOR BOND ISSUANCE 12/19/2001. PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW. |
| BOND B, ENTITY 3: | PART I, ROW B, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW. PART IV, ROW 2C, COLUMN B: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009. |
| PART III, LINE 9 AND PART IV, LINE 7: | THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS ORIGINALLY FORMED IN JUNE 2020 AND EXPANDED WITH THE ADDITION OF EXETER HOSPITAL (EIN: 22-2674014) IN JULY 2024. THE MAJORITY OF BILH OBLIGATED GROUP MEMBERS HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH NOT EVERY MEMBER OF THE BILH OBLIGATED GROUP HAS FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURES, THOSE THAT HAVE NOT NEVERTHELESS FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP. THE OBLIGATED GROUP INCLUDES THE FOLLOWING ENTITIES: BETH ISRAEL DEACONESS MEDICAL CENTER, INC., MOUNT AUBURN HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC., MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, MOUNT AUBURN PROFESSIONAL SERVICES, INC., LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL AND EXETER HOSPITAL. THE OBLIGATED GROUP IS AWARE OF THE INSTRUCTIONS TO SCHEDULE K THAT STATE THAT "IF THE ORGANIZATION HAS ONE OR MORE RELATED ORGANIZATIONS (FOR EXAMPLE, PARENT AND SUBSIDIARY RELATIONSHIP), IT MUST COMPLETE SCHEDULE K (FORM 990) CONSISTENT WITH THE FILINGS(S) OF ITS RELATED ORGANIZATION(S). THE SAME LIABILITY SHOULDN'T BE REPORTED BY MORE THAN ONE OF THE RELATED ORGANIZATIONS." THE OBLIGATED GROUP IS CURRENTLY WORKING TOWARD A DETERMINATION REGARDING THE REPORTING OF TAX-EXEMPT DEBT AMONG ITS MEMBERS WITH RESPECT TO SCHEDULE K. IN THE ABSENCE OF SUCH A DETERMINATION, FOR THE REPORTING PERIOD ENDING ON 09/30/2025, THE OBLIGATED GROUP HAS INCLUDED ALL TAX-EXEMPT BOND ISSUES ON EACH OF ITS MEMBER'S FORM 990 SCHEDULES K, WHICH IS CONSISTENT WITH THE APPROACH THAT HAS BEEN TAKEN SINCE THE OBLIGATED GROUP'S FORMATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| A | 043431814 | 57584XMT5 | 2016-05-12 | $257,611,877 | MDFA - SERIES 2016I - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | 57584XFW6 | 2015-10-21 | $262,828,878 | MDFA - LAHEY SERIES F - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| C | 043431814 | 57584XDH1 | 2015-09-02 | $203,702,204 | MDFA - SERIES 2015 H-1 - SEE PART VI | 0 | 0 | 0 |
| NH HEALTH AND EDUCATION FACILITIES AUTHORITY | ||||||||
| D | 020279866 | 000000000 | 2015-03-02 | $24,020,000 | EXETER SERIES 2015 - SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $68,715,000 | $257,618,370 | $2,515,889 | $19,006,493 | $236,095,988 | 2016 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $168,545,000 | $262,953,908 | $3,129,474 | $94,764,737 | $160,202,232 | 2021 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $4,857,465 |
| C | $173,200,000 | $203,702,204 | $2,348,479 | $201,353,725 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |||
| D | $15,240,000 | $24,020,000 | $162,154 | $23,857,846 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NH HEALTH AND EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 020279866 | 000000000 | 2012-03-09 | $32,565,000 | EXETER SERIES 2012 - SEE PART VI | 0 | 0 | 0 |
| MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 042456011 | 57586CDD4 | 2004-07-08 | $30,340,000 | MHEFA - WINCHESTER F - ADV REFUND | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $16,685,000 | $32,565,000 | $215,404 | $32,349,596 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $13,590,000 | $30,340,000 | $365,445 | $29,927,552 | 0 | Yes (1) | Yes (1) | Yes (1) | $47,003 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | ||||||
| MORGAN STANLEY | ||||||||||||
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 20.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE RAYMOND-LEW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF KEY EMPLOYEE, MR. JOHN LEW | RelationshipDescriptionTxt |
| Transaction | $66,675 | TransactionAmt |
| Transaction | DURING THE PERIOD COVERED BY THIS FILING, MR. JOHN LEW SERVED IN THE ROLE OF VICE PRESIDENT, HUMAN RESOURCE BUSINESS PARTNER FOR LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS AND IN THAT CAPACITY IS CONSIDERED A KEY EMPLOYEE FOR PURPOSES OF THIS FORM 990 PART VII AND SCHEDULE J. SUE RAYMOND-LEW, IS A FAMILY MEMBER OF MR. JOHN LEW AND DURING THE PERIOD COVERED BY THIS FILING, WAS AN EMPLOYEE OF LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS IN THE ROLE OF ADMINISTRATIVE COORDINATOR. COMPENSATION PAID TO SUE RAYMOND-LEW IS REPORTED IN THIS FORM 990 SCHEDULE L AS REQUIRED. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ITEMS FOR PATIENTS/MEMBERS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $925,466 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRIC | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBERS REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: LAHEY CLINIC LAHEY CLINIC, PEABODY. DBA: LAHEY CLINIC, OUTPATIENT REHABILITATION SERVICES AT DANVERS |
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH) IS COMMITTED TO PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES AND EXPERIENCES FOR EVERY PATIENT, ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE COMMUNITIES IT SERVES. LCH ACCOMPLISHES THESE MISSIONS IN CONJUNCTION WITH THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES AS DESCRIBED THROUGHOUT THIS FORM 990. IN ADDITION, AS PART OF ITS DEDICATION TO PROVIDING COMMUNITY BENEFITS, LAHEY CLINIC IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES IT SERVES. LAHEY IS DEDICATED TO THE PLANNING, DEVELOPMENT, IMPLEMENTATION AND MONITORING OF PROGRAMS THAT ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITY AND OFFER CLINICAL, EDUCATIONAL AND FINANCIAL RESOURCES. THESE PROGRAMS ARE DESIGNED TO IMPROVE AWARENESS OF THE HEALTH CARE ISSUES IN THE COMMUNITIES SERVED AND INCREASE PARTICIPATION IN WELLNESS AND PREVENTATIVE HEALTH ACTIVITIES. FOR ADDITIONAL DETAIL, SEE FORM 990 SCHEDULE H. THE HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK AND WORKS IN CLOSE COLLABORATION WITH BILH AND ITS AFFILIATES TO ACCOMPLISH ITS MISSION. BETH ISRAEL LAHEY HEALTH (BILH) IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,900 PHYSICIANS AND 39,000 EMPLOYEES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI) AND BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND LHSS IN TURN SERVED AS THE SOLE MEMBER OF THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP. SEE FORM 990 SCHEDULE R FOR ADDITIONAL INFORMATION. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH) IS COMMITTED TO PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES AND EXPERIENCES FOR EVERY PATIENT, ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE COMMUNITIES IT SERVES. LCH ACCOMPLISHES THESE MISSIONS IN CONJUNCTION WITH THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES AS DESCRIBED THROUGHOUT THIS FORM 990. IN ADDITION, AS PART OF ITS DEDICATION TO PROVIDING COMMUNITY BENEFITS, LAHEY CLINIC IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES IT SERVES. LAHEY IS DEDICATED TO THE PLANNING, DEVELOPMENT, IMPLEMENTATION AND MONITORING OF PROGRAMS THAT ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITY AND OFFER CLINICAL, EDUCATIONAL AND FINANCIAL RESOURCES. THESE PROGRAMS ARE DESIGNED TO IMPROVE AWARENESS OF THE HEALTH CARE ISSUES IN THE COMMUNITIES SERVED AND INCREASE PARTICIPATION IN WELLNESS AND PREVENTATIVE HEALTH ACTIVITIES. FOR ADDITIONAL DETAIL, SEE FORM 990 SCHEDULE H. THE HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK AND WORKS IN CLOSE COLLABORATION WITH BILH AND ITS AFFILIATES TO ACCOMPLISH ITS MISSION. BETH ISRAEL LAHEY HEALTH (BILH) IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,900 PHYSICIANS AND 39,000 EMPLOYEES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI) AND BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND LHSS IN TURN SERVED AS THE SOLE MEMBER OF THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP. SEE FORM 990 SCHEDULE R FOR ADDITIONAL INFORMATION. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | OUTPATIENT CLINICS AND SERVICES LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH OR HOSPITAL) OPERATES TWO CAMPUSES, ONE IN BURLINGTON AND A SECOND IN PEABODY AS WELL AS AN ADDITIONAL LOCATION FOR OUTPATIENT SERVICES IN DANVERS. LAHEY CLINIC IN BURLINGTON, IS A TERTIARY CARE FACILITY AND ACADEMIC MEDICAL CENTER. LAHEY CLINIC, PEABODY, IS A FULL-SERVICE, COMMUNITY-BASED HOSPITAL AND MEDICAL CENTER. LAHEY CLINIC RECOGNIZES THE INCREASING DEMAND FOR EFFICIENT, HIGH-QUALITY, RESPONSIVE HEALTH CARE SERVICES IN THE COMMUNITY. LAHEY PROUDLY ADDRESSES THIS NEED BY PROVIDING TOP-QUALITY, SUPERIOR PATIENT CARE THROUGH A WIDE RANGE OF OUTPATIENT SERVICES, INCLUDING ONCOLOGY, RADIOLOGY, PULMONOLOGY, CARDIOLOGY AND UROLOGY AS WELL AS REHABILITATION AND RECOVERY SERVICES. AT BOTH FACILITIES, HEALTH CARE PROVIDERS AND OTHER CLINICAL STAFF WORK TOGETHER IN A COORDINATED, MULTIDISCIPLINARY APPROACH TO PROVIDE PATIENTS WITH INTEGRATED, COMPREHENSIVE CARE AND THE MOST ADVANCED TREATMENTS TO ACHIEVE THE BEST POSSIBLE OUTCOMES. HOSPITAL ACTIVITIES ARE SUPPORTED BY A VARIETY OF DIAGNOSTIC SERVICES. PROGRAMS AVAILABLE IN DIAGNOSTIC RADIOLOGY INCLUDE MAGNETIC RESONANCE IMAGING (MRI), MAGNETIC RESONANCE ANGIOGRAPHY, FUNCTIONAL MAGNETIC RESONANCE IMAGING, COMPUTERIZED AXIAL TOMOGRAPHY (CAT) AND COMPUTERIZED TOMOGRAPHY ANGIOGRAPHY AND POSITRON EMISSION TOMOGRAPHY (PET-CT), IN ADDITION TO A NUCLEAR MEDICINE PROGRAM. THE HOSPITAL'S BURLINGTON LOCATION ALSO HAS A DEDICATED INTERVENTIONAL NEURORADIOLOGY SERVICE. OVER 80,000 PATIENTS ARE TREATED ANNUALLY ACROSS THESE DIAGNOSTIC SERVICES. RADIATION ONCOLOGY PROVIDES COMPREHENSIVE TREATMENT FOR PATIENTS WITH CANCER THROUGH THE USE OF THREE LINEAR ACCELERATORS AND SOPHISTICATED COMPUTER EQUIPMENT FOR TREATMENT PLANNING, WHICH INCLUDES CAT SIMULATORS. THE BURLINGTON CAMPUS ALSO OFFERS A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES, INCLUDING A CARDIAC CATHETERIZATION LABORATORY AND TWO ELECTROPHYSIOLOGY LABORATORIES. OTHER SERVICES INCLUDE A FULLY ACCREDITED MAMMOGRAPHY SERVICE, MAGNETIC RESONANCE MAMMOGRAPHY AND ULTRASOUND SERVICES UTILIZED BY A RANGE OF MEDICAL AND SURGICAL SUBSPECIALTIES. DURING THE PERIOD COVERED BY THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS HAD 1,117,463 OUTPATIENT ENCOUNTERS. THIS INCLUDED 851,035 HOSPITAL CLINIC ENCOUNTERS, 4,273 OBSERVATION CASES, 7,784 PAIN CLINIC VISITS, 16,588 OUTPATIENT AMBULATORY SURGERIES, 19,734 OUTPATIENT ENDOSCOPY PROCEDURES, 14,0057 OUTPATIENT ONCOLOGY VISITS, 67,318 OUTPATIENT CT SCANS, 26,483 OUTPATIENT MRIS, 3,293 OTHER NUCLEAR MEDICINE TESTS, 2,074,886 OUTPATIENT LAB TESTS, AND 51,991 OUTPATIENT REHABILITATION AND PHYSICAL THERAPY VISITS. |
| FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: | INPATIENT MEDICAL / SURGICAL AND INTENSIVE CARE LAHEY PROVIDES INPATIENT MEDICAL AND SURGICAL SERVICES AT BOTH THE BURLINGTON AND PEABODY LOCATIONS. LAHEY CLINIC'S BURLINGTON CAMPUS PROVIDES HIGH QUALITY INPATIENT CARE IN THE AREAS OF GENERAL MEDICINE, CRITICAL CARE AND SURGERY. THE BURLINGTON CAMPUS HAS 333 LICENSED BEDS, INCLUDING 272 MEDICAL/SURGICAL BEDS, 53 INTENSIVE CARE BEDS, AND 8 CORONARY CARE BEDS. MEDICAL/SURGICAL PATIENT ACCOMMODATIONS ARE ALL SINGLE-BED ROOMS LOCATED IN NINE INPATIENT UNITS. CRITICALLY ILL PATIENTS ARE CARED FOR EITHER IN THE MEDICAL INTENSIVE CARE UNIT, THE CARDIAC INTENSIVE CARE UNIT OR THE SURGICAL INTENSIVE CARE UNIT. IN ADDITION, THE PEABODY FACILITY HAS 10 INPATIENT LICENSED MEDICAL/SURGICAL BEDS. THERE ARE 22 OPERATING SUITES ON THE BURLINGTON CAMPUS AND THE PEABODY CAMPUS HAS FIVE OPERATING SUITES. THE SURGICAL STAFF SPECIALIZES IN AREAS SUCH AS LIVER AND KIDNEY TRANSPLANTS, MAJOR SURGERY OF THE DIGESTIVE ORGANS, CARDIAC AND PULMONARY SYSTEMS, TOTAL JOINT REPLACEMENTS, COLON AND RECTAL SURGERY, MINIMALLY INVASIVE SURGICAL TECHNIQUES INCLUDING ROBOTIC SURGERY, AND UROLOGIC, NEUROSURGICAL AND LASER PROCEDURES, AMONG OTHERS. THE LIVER TRANSPLANTATION TEAM AT LAHEY CLINIC IN BURLINGTON WAS THE FIRST IN NEW ENGLAND TO PERFORM ADULT LIVING-DONOR TRANSPLANT PROCEDURES. TODAY, SURGEONS USE ADVANCED TECHNOLOGY TO PERFORM MINIMALLY INVASIVE SURGERY TO REDUCE RECOVERY TIME FOR TRANSPLANT AND OTHER PROCEDURES. LAHEY CLINIC IN BURLINGTON ALSO HAS ONE OF THE LARGEST CARDIOVASCULAR TREATMENT CENTERS IN THE REGION, PROVIDING EXPERTISE IN ADVANCED CARDIOLOGY SERVICES SUCH AS ANGIOPLASTY AND ELECTROPHYSIOLOGY AND THE HOSPITAL'S CEREBROVASCULAR DISEASE CENTER IS ALSO AMONG THE MOST ADVANCED IN THE REGION FOR THE TREATMENT OF STROKES AND BRAIN ANEURYSMS. DURING THE PERIOD COVERED BY THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS HAD 22,614 INPATIENT DISCHARGES WITH 132,142 PATIENT DAYS AND PERFORMED 6,652 INPATIENT SURGERIES. |
| FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: | EMERGENCY DEPARTMENT LAHEY CLINIC INCLUDES 24-HOUR EMERGENCY DEPARTMENTS OPEN 7 DAYS A WEEK AND 365 DAYS A YEAR IN BOTH BURLINGTON AND PEABODY. THE CARE TEAM INCLUDES FULL-TIME, BOARD-CERTIFIED EMERGENCY PHYSICIANS AND NURSES WITH EXTENSIVE TRAINING IN EMERGENCY MEDICINE. AS A TEACHING HOSPITAL, LAHEY CLINIC ALSO TRAINS FUTURE LEADERS IN EMERGENCY MEDICINE TO DELIVER THE BEST POSSIBLE CARE TO PATIENTS. LAHEY CLINIC IN BURLINGTON IS THE ONLY LEVEL I TRAUMA CENTER NORTH OF BOSTON, WITH SPECIALLY TRAINED CLINICIANS AND FACILITIES READY TO PROVIDE TIME-SENSITIVE, CRITICAL CARE. LAHEY CLINIC HAS A STATE-OF-THE-ART EMERGENCY DEPARTMENT IN BURLINGTON, OFFERING ADVANCED EMERGENCY CARE IN A FACILITY BUILT SPECIFICALLY TO MEET THE NEEDS OF THE COMMUNITIES SERVED BY THE HOSPITAL. THE FACILITY FEATURES 36 PRIVATE PATIENT ROOMS, AN ADVANCED IMAGING SUITE FOR CT SCANS AND X-RAYS, FOUR TRAUMA BAYS, AND THREE PRIVATE EXAM ROOMS FOR PATIENTS IN NEED OF BEHAVIORAL HEALTH SERVICES AS WELL AS ENHANCED INFECTION AND DECONTAMINATION AREAS AND A FAST-TRACK TRIAGE AREA THAT PROVIDES IMPROVED ACCESS TO CARE AND LESS TIME SPENT IN THE WAITING ROOM DURING THE FISCAL YEAR COVERED BY THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS HAD 71,362 EMERGENCY DEPARTMENT VISITS. IN ADDITION TO THE PROGRAM SERVICE ACCOMPLISHMENTS NOTED ABOVE, THE HOSPITAL ENGAGED IN SIGNIFICANT COMMUNITY BENEFITS ACTIVITIES. ALSO AS PREVIOUSLY NOTED, THE HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. THE BILH NETWORK HAD SIGNIFICANT ACTIVITIES ACROSS ITS ENTITIES RELATED TO BOTH BEHAVIORAL HEALTH AND OTHER HEALTHCARE INITIATIVES. SEE THE NARRATIVE SUPPORT FOR SCHEDULE H FOR ADDITIONAL DETAILS. |
| FORM 990, PART IV, LINE 12A AND 12B: | THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2025. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), THE JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC. (EHRI) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND OTHER AFFILIATES OF EHRI. EACH OF THESE BILH AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. IN ADDITION, THE BILH FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. THE ACCOUNTS OF THE ENTITIES FOR WHICH HMFP SERVES AS MEMBER ARE ALSO INCLUDED IN THE HMFP AND BILH AUDITED FINANCIAL STATEMENTS. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE. |
| FORM 990, PART V, LINE 1A: | AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS A SUPPORT ORGANIZATION AND THE DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. AS PART OF THAT RELATIONSHIP, BILH PROVIDED CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS, INCLUDING AMONG OTHER THINGS, OPERATIONAL SUPPORT SUCH AS PROCESSING PAYROLL AND ACCOUNTS PAYABLE. IN THIS CAPACITY BILH ISSUED ALL FORMS 1099 TO NOT ONLY ITS OWN VENDORS AND SERVICE PROVIDERS, BUT ALSO TO THOSE WHO PROVIDED SERVICES TO LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. FORMS 1099 WERE ALL ISSUED IN THE BILH NAME AND UNDER THE BILH EIN. HOWEVER, IN ACCORDANCE WITH INSTRUCTIONS TO THIS FORM 990, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. IS REPORTING THE NUMBER OF FORMS 1099 RELATED TO SERVICES PERFORMED FOR AND PAYMENTS RELATED TO, ITS SERVICE PROVIDERS AS IF THEY WERE PROCESSED DIRECTLY BY LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. EACH OTHER AFFILIATE IS SIMILARLY REPORTING THE NUMBER OF FORMS 1099 WHICH ARE ATTRIBUTABLE TO THEIR OWN SERVICE PROVIDERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT SOLE MEMBER OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC. (EHRI) AND EXETER HOSPITAL. EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THIS SAME PERIOD HMFP SERVED AS THE SOLE MEMBER OF ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) AS WELL AS THE DIRECT OR INDIRECT MEMBER OF SEVERAL ADDITIONAL ENTITIES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF THE AFFILIATED ORGANIZATIONS NOTED ABOVE. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS IS A SISTER ENTITY TO LAHEY CLINIC INC. (LCI). THEY BOTH SHARE IDENTICAL OFFICERS AND TRUSTEES. EFFECTIVE JUNE 13, 2025 LCI AMENDED ITS BY-LAWS AS NOTED BELOW. EFFECTIVE THAT SAME DATE, LCH CHANGED ANY REFERENCE TO THE BOARD OF GOVERNORS IN THE LCH BY-LAWS TO THE REFER INSTEAD TO THE BOARD OF ADVISORS FOR CONSISTENCY WITH THE CHANGES TO THE LCI BY-LAWS. LAHEY CLINIC, INC. MADE THE FOLLOWING AMENDMENT TO ITS BY-LAWS: - BOARD OF GOVERNORS / BOARD OF ADVISORS -- THE BOARD OF GOVERNORS, THE BODY HANDLING MATTERS PERTAINING TO THE PRACTICE OF MEDICINE AND RELATED ADMINISTRATIVE ACTIVITIES, WAS RENAMED THE BOARD OF ADVISORS. -- THE LCI BOARD ADOPTED STANDALONE BY-LAWS FOR THE BOARD OF ADVISORS AND REMOVED THE ARTICLE IN ITS OWN BY-LAWS PREVIOUSLY RELATED TO THE BOARD OF GOVERNORS (NOW KNOWN AS THE BOARD OF ADVISORS). THE AMENDMENTS DID NOT IMPACT LCH'S OR LCI'S PRIMARY MISSION, FUNCTION OR PURPOSES. |
| FORM 990, PART VI, SECTION A, LINE 6 | DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS THE SOLE DIRECT MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI) AND BETH ISRAEL LAHEY HEALTH PHARMACY. EACH OF THESE ENTITIES MAY HAVE, IN TURN, SERVED AS THE DIRECT OR INDIRECT MEMBER OF THE FILING ENTITY, WITH RESERVED POWERS TO BILH. SEE ADDITIONAL INFORMATION IN FORM 990 PART VI QUESTIONS 7A AND 7B. |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE FORM 990, PART VI SECTION A LINE 7B BELOW |
| FORM 990, PART VI, SECTION A, LINE 7B | LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S SOLE MEMBER IS LAHEY CLINIC FOUNDATION, INC. (LCF). LCF'S SOLE MEMBER IS BETH ISRAEL LAHEY HEALTH, INC. (BILH). LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S MEMBER AS WELL AS BILH, WHICH MAY BE REFERRED TO AS SYSTEM MEMBER IN THE DISCLOSURES BELOW, HAVE THE RIGHTS AND POWERS DELINEATED BELOW, AS DESIGNATED IN LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BY-LAWS. LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS MAY BE REFERRED TO AS "THE CORPORATION" IN THE PARAGRAPHS BELOW. RESERVED POWERS SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BOARD OF TRUSTEES ("BOARD") IN THE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. NOTWITHSTANDING ANYTHING TO THE CONTRARY IN LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BYLAWS, THE POWERS OF THE MEMBER SHALL BE SUBJECT TO BYLAWS OF THE MEMBER WHICH PROVIDES THAT: THE POWER OF THE MEMBER TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE MEMBER ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE SYSTEM MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE SYSTEM MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE MEMBER; AND (Z) OTHER THAN STATUTORY POWERS, THE MEMBER SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE MEMBER BY ACTION OF THE SYSTEM MEMBER'S BOARD. APPOINTMENT, REAPPOINTMENT AND REMOVAL OF BOARD MEMBERS LAHEY CLINIC HOSPITAL, INC.'S TRUSTEES SHALL CONSIST OF THOSE INDIVIDUALS SERVING FROM TIME TO TIME AS TRUSTEES OF LAHEY CLINIC HOSPITAL, INC.'S MEMBER. AN INDIVIDUAL SHALL AUTOMATICALLY BE DEEMED TO RESIGN FROM THE BOARD IF SUCH INDIVIDUAL CEASES TO BE A MEMBER OF THE BOARD OF TRUSTEES OF THE MEMBER. BOARD POWERS AND RESPONSIBILITIES THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. LIMITATIONS ON BOARD POWERS EXCEPT AS OTHERWISE PROVIDED IN LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER LEGAL ENTITIES; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) IMMEDIATELY ABOVE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER LEGAL ENTITY SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER LEGAL ENTITY UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER LEGAL ENTITY UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE LEGAL ENTITIES OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S MEMBER'S BOARD. OFFICERS APPOINTED BY PERSONS OTHER THAN THE GOVERNING BODY: LAHEY CLINIC HOSPITAL, INC.'S OFFICERS SHALL CONSIST OF THOSE INDIVIDUALS SERVING FROM TIME TO TIME AS OFFICERS OF LAHEY CLINIC HOSPITAL, INC.'S MEMBER. APPOINTMENT, REAPPOINTMENT OR REMOVAL OF AN OFFICER FROM SERVICE AS AN OFFICER OF THE MEMBER SHALL CONSTITUTE APPOINTMENT, REAPPOINTMENT OR REMOVAL FROM OFFICE AS AN OFFICER OF THE CORPORATION. COMPENSATION: COMPENSATION FOR THE PRESIDENT SHALL BE SET BY THE SYSTEM MEMBER AFTER CONSULTATION WITH LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S BOARD CHAIR. COMPENSATION FOR SENIOR EXECUTIVES OF THE CORPORATI |
| FORM 990, PART VI, SECTION B, LINE 11B | AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. THIS FORM 990 IS PREPARED BY THE BILH TAX DEPARTMENT IN CONJUNCTION WITH DELOITTE TAX, LLP (DELOITTE). AS PART OF THIS PROCESS, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND FUNCTIONS WITHIN BILH AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. TO ENSURE THAT ALL FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS INCLUDE BUT ARE NOT LIMITED TO: FINANCE AND ACCOUNTING, HUMAN RESOURCES AND PAYROLL, TREASURY, COMPLIANCE, LEGAL, COMMUNITY BENEFITS, FINANCIAL ASSISTANCE AND REIMBURSEMENT, GOVERNANCE, DEVELOPMENT, GRADUATE MEDICAL EDUCATION, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS.'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS.'S FORM 990, ALONG WITH THE FORMS 990 OF ALL ENTITIES IN THE BILH NETWORK, ARE DISCUSSED WITH THE BILH AUDIT AND COMPLIANCE COMMITTEE. DELOITTE SIGNS THE FINAL RETURNS. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS.'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM OF AFFILIATES. ALL ENTITIES IN THE BILH NETWORK ADHERE TO THE BILH CONFLICT OF INTEREST POLICY AND MAINTAIN A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY WHICH HAS BEEN ADOPTED AT THE ENTITY LEVEL. PURSUANT TO THESE POLICIES, BILH ENTITIES' OFFICERS, TRUSTEES AND KEY EMPLOYEES AS WELL AS CERTAIN OTHER INDIVIDUALS ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE (COI-TQ). THE COI-TQ IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS AND FAMILY RELATIONSHIPS AND AFFILIATIONS MAINTAINED BY OFFICERS, TRUSTEES, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A REAL OR PERCEIVED CONFLICT OF INTEREST. THE BILH OFFICE OF INTEGRITY AND COMPLIANCE, IN CONJUNCTION WITH THE BILH TAX DEPARTMENT, ADMINISTERS THE COI-TQ PROCESS ANNUALLY. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES. A SUMMARY OF POSITIVE RESPONSES FOR EACH BILH AFFILIATE IS PROVIDED TO THE COMPLIANCE OFFICER FOR THAT ENTITY FOR REVIEW FINAL DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICIES IS SUBJECT TO ONGOING REVIEW BY LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. AS WELL AS THE BILH INTEGRITY AND COMPLIANCE OFFICE. PURSUANT TO THE BILH CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A MANAGEMENT PLAN INCLUDING DISCLOSURE AND RECUSAL WHICH REQUIRES APPROPRIATE DOCUMENTATION IN THE MINUTES. IN ADDITION, AS NOTED ABOVE, THE ANNUAL COI-TQ PROCESS OUTLINED ABOVE IS JOINTLY ISSUED BY THE BILH TAX DEPARTMENT, TO ENSURE THAT THE QUESTIONNAIRE IS DISTRIBUTED TO ALL CURRENT AND FORMER MEMBERS OF THE LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. BOARD OF TRUSTEES AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. IN THIS ROLE BILH MAINTAINS THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EXECUTIVES, SENIOR MANAGEMENT, OFFICERS AND KEY EMPLOYEES OF THE ENTITIES WHICH COMPRISED THE BETH ISRAEL LAHEY HEALTH NETWORK. THE BILH COMPENSATION COMMITTEE IS THEREFORE RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES AND EXCEPT AS OTHERWISE NOTED BELOW OR IN FORM 990 SCHEDULE J, THE COMPENSATION REPORTED IN THIS FORM 990 FOR LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S OFFICERS AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE BETH ISRAEL LAHEY HEALTH (BILH) COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER MEMBERS OF EXECUTIVE MANAGEMENT IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT SCHRAFFT'S CITY CENTER, 4TH FLOOR, 529 MAIN STREET CHARLESTOWN, MA 02129 |
| FORM 990, PART XI, LINE 9: | NET ASSETS TRANSFERS TO AFFILIATES -107,222,172. PENSION ADJUSTMENT -5,088,430. NET ASSETS RELEASED FROM RESTRICTIONS 1,550,074. GIFTS IN KIND -925,466. |
| PART XII, LINE 2C: | AS NOTED THROUGHOUT THIS FORM 990, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. BETH ISRAEL LAHEY HEALTH (BILH) SERVES AS THE DIRECT OR INDIRECT MEMBER OF LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BETH ISRAEL LAHEY HEALTH. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (64 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON GILBERT SOCIETY INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 464371382 | PROFESSIONAL SERVICES & FINANCIAL SUPPORT | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| ANNA JAQUES HOSPITAL | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 042104338 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 320058309 | TO PROVIDE EMERGENCY MEDICAL SERVICES | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE | ||||||||||||||||
| 930 COMMONWEALTH AVE | BOSTON | MA | 02215 | 043521077 | SCIENTIFIC & MEDICAL RESEARCH | MA | 501(C)(3) | 10 | 0 | N/A | ||||||
| BETH ISRAEL ANAESTHESIA FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042997215 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL COMMUNITY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(3) | 7 | 0 | N/A | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 364803234 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043079630 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 208253452 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043030397 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 873655583 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | ||||||||||||||||
| 110 FRANCIS ST | BOSTON | MA | 02215 | 020671240 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL DEACONESS HOSPITAL MILTON INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 042103604 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC | ||||||||||||||||
| 148 CHESTNUT ST | NEEDHAM | MA | 02492 | 043229679 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 222667354 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DERMATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043117601 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL LAHEY HEALTH PHARMACY INC | ||||||||||||||||
| 80 WILSON WAY | WESTWOOD | MA | 02090 | 822526816 | TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS MEDICAL CENTER INC | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 832671600 | MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES | MA | 501(C)(3) | 12C, III-FI | 0 | N/A | ||||||
| BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP | ||||||||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02215 | 043200113 | OUTPATIENT AMBULATORY CENTER - INACTIVE | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042794855 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BID-MILTON PHYSICIAN ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE ROAD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| BIH PATHOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 222548374 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BIH RADIOLOGIC FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042571853 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| CAB HEALTH AND RECOVERY SERVICES INC | ||||||||||||||||
| 529 MAIN STREET 4TH FL | CHARLESTOWN | MA | 02129 | 042400270 | SUBSTANCE ABUSE - INACTIVE | MA | 501(C)(3) | 12A, I | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| CENTER FOR MEDICAL SIMULATION | ||||||||||||||||
| 100 FIRST AVE BUILDING 39 4TH | CHARLESTOWN | MA | 02129 | 043486127 | TO IMPROVE PATIENT SAFETY AND HEALTH CARE QUALITY | MA | 501(C)(3) | 10 | BETH ISRAEL ANAESTHESIA FOUNDATION INC | Yes (1) | ||||||
| COMMUNITY PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 043243146 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 3 | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 043242952 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| CORE PHYSICIANS LLC | ||||||||||||||||
| 4 ALUMNI DRIVE | EXETER | NH | 03833 | 870807914 | PHYSICIAN PRACTICES | NH | 501(C)(3) | 10 | EXETER HEALTH RESOURCES INC | Yes (1) | ||||||
| CPHCH INC DBA BILH AT HOME - WATERTOWN | ||||||||||||||||
| C/O NRPN 600 CUMMINGS CTR | BEVERLY | MA | 01915 | 473111453 | HOME CARE & HOSPICE - INACTIVE | MA | 501(C)(3) | 12A, I | NORTHEAST SENIOR HEALTH CORPORATION | Yes (1) | ||||||
| EXETER HEALTH RESOURCES SELF-INSURANCE TRUST | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | 200753662 | SELF-INSURANCE TRUST | NH | 501(C)(3) | 12A, I | EXETER HEALTH RESOURCES INC | Yes (1) | ||||||
| EXETER HEALTH RESOURCES INC | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | 020222126 | SUPPORT COMMUNITY HEALTH & NETWORK MGMT SVCS | NH | 501(C)(3) | 12A, I | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| EXETER HOSPITAL INC | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | 222674014 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | NH | 501(C)(3) | 3 | EXETER HEALTH RESOURCES INC | Yes (1) | ||||||
| EXETER MED REAL INC | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | 020418718 | REAL ESTATE HOLDING COMPANY | NH | 501(C)(25) | EXETER HEALTH RESOURCES INC | Yes (1) | |||||||
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 222768204 | GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS MEDICAL CENTER INC | Yes (1) | ||||||
| HEALTH AND EDUCATION HOUSING SERVICES INC | ||||||||||||||||
| 529 MAIN STREET 4TH FL | CHARLESTOWN | MA | 02129 | 223232914 | HUD HOUSING - INACTIVE | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| JORDAN PHYSICIAN ASSOCIATES INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 043228556 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC | Yes (1) | ||||||
| JOSLIN CLINIC INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 222984590 | PREVENTION, TREATMENT, AND CURE OF DIABETES | MA | 501(C)(3) | 12A, I | JOSLIN DIABETES CENTER INC | Yes (1) | ||||||
| JOSLIN DIABETES CENTER INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042203836 | PREVENTION, TREATMENT, AND CURE OF DIABETES | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LAHEY CLINIC CANADIAN FOUNDATION | ||||||||||||||||
| FUNDRAISING ORG | 0 | N/A | 130 KING ST WEST | TORONTO | ONTARIO | CA | CA | |||||||||
| LAHEY CLINIC FOUNDATION INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 042323457 | FINANCIAL & OPERATIONAL SUPPORT TO LCI AND LCH | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LAHEY CLINIC INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 042704683 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY HEALTH SHARED SERVICES INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 043178972 | ADMIN | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| MED CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE | ||||||||||||||||
| 464 HILLSIDE AVE | NEEDHAM | MA | 02494 | 042810972 | OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH PRIMARY CARE | Yes (1) | ||||||
| MOUNT AUBURN HOSPITAL | ||||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 042103606 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 043026897 | OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES | MA | 501(C)(3) | 12A, I | MOUNT AUBURN HOSPITAL | Yes (1) | ||||||
| NEW ENGLAND BAPTIST HOSPITAL | ||||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 042103612 | ORTHOPEDIC SPECIALTY HOSPITAL | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC | ||||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 043235796 | OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH | MA | 501(C)(3) | 3 | NEW ENGLAND BAPTIST HOSPITAL | Yes (1) | ||||||
| NORTHEAST BEHAVIORAL HEALTH CORP DBA BILH BEHAVIORAL HEALTH SERVICES | ||||||||||||||||
| 529 MAIN STREET 4TH FL | CHARLESTOWN | MA | 02129 | 042777145 | HEALTHCARE | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST HEALTH SYSTEMS INC | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 043240453 | FINANCIAL & OPERATIONAL SUPPORT | MA | 501(C)(3) | 12B, II | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| NORTHEAST HOSPITAL CORPORATION | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH SPECIALTY CARE INC | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST HOSPITAL CORPORATION | Yes (1) | ||||||
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA BILH AT HOME | ||||||||||||||||
| 800 CUMMINGS CENTER | BEVERLY | MA | 01915 | 201287349 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST SENIOR HEALTH CORPORATION | Yes (1) | ||||||
| NORTHEAST SENIOR HEALTH CORPORATION | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | 020274905 | HOME CARE & HOSPICE | NH | 501(C)(3) | 10 | EXETER HEALTH RESOURCES INC | Yes (1) | ||||||
| SEACOAST AFFILIATED GROUP PRACTICE INC | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 043485648 | PHYSICIAN GROUP | MA | 501(C)(3) | 10 | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| SEACOAST NURSING AND REHABILITATION CENTER INC | ||||||||||||||||
| 300 WASHINGTON ST | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| THE JORDAN HEALTH SYSTEMS INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 042103805 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 7 | BETH ISRAEL DEACONESS MEDICAL CENTER INC | Yes (1) | ||||||
| WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 223137856 | ACO - INACTIVE | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
| WINCHESTER HEALTHCARE MANAGEMENT INC | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 222701817 | MANAGEMENT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042104434 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL FOUNDATION INC | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043399570 | PROFESSIONAL SERVICES & FINANCIAL SUPPORT | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC | |||||||||
| 41 RESNIK ROAD | PLYMOUTH | MA | 02360 | 883871838 | SURGERY CENTER | MA | N/A | 0 | 0 |
| BIDCO HOSPITAL LLC | |||||||||
| 247 STATION DRIVE NORTHWEST 1 | WESTWOOD | MA | 02090 | 461643790 | COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | N/A | 0 | 0 |
| BIDCO PHYSICIAN LLC | |||||||||
| 600 UNICORN PARK DRIVE 4TH FL | WOBURN | MA | 01801 | 461589743 | COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH | MA | N/A | 0 | 0 |
| BILH INVESTMENT PARTNERSHIP LLP | |||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 043278109 | INVESTMENT PARTNERSHIP | MA | N/A | 0 | 0 |
| NEBSC HOSPITAL HOLDINGS LLC | |||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 874293833 | INVESTMENT PARTNERSHIP | MA | N/A | 0 | 0 |
| NEW ENGLAND BAPTIST SURGERY CENTER LLC | |||||||||
| 100 AVON MEADOW LANE | AVON | MA | 06001 | 874311329 | AMBULATORY SURGERY CENTER | MA | N/A | 0 | 0 |
| PHYSICIANS PROFESSIONAL SERVICES LLP | |||||||||
| 200 RIVERS EDGE DRIVE | MEDFORD | MA | 02155 | 043275078 | TO PROVIDE MEDICAL BILLING SERVICES | MA | N/A | 0 | 0 |
| SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC | |||||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 383989358 | MRI SERVICES | MA | N/A | 0 | 0 |
| WINCHESTER HOSPITALSHIELDS MRI LLC | |||||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 462523117 | MRI SERVICES | MA | N/A | 0 | 0 |
| BOSS HOLDINGS LLC27-1976270 | |||||||||
| 840 WINTER ST | WALTHAM | MA | 02451 | 271976270 | OUTPATIENT SURGICAL SUITES | MA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC | |||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 161744477 | MANAGEMENT SERVICES | MA | N/A | C | 0 | ||||
| HUNTINGFIELD CORPORATION | |||||||||||||
| C/O LCF 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 520717412 | TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS | DE | N/A | C | 0 | ||||
| LAHEY CLINIC INSURANCE CO LTD | |||||||||||||
| INSURANCE | N/A | C | 0 | CRAIG APPIN HOUSE PO BOX HM 2450 | HAMILTON | BD | BD | ||||||
| LEDGEWOOD HEALTH CARE CORPORATION | |||||||||||||
| 87 HERRICK STREET | BEVERLY | MA | 01915 | 042855189 | NURSING HOME | MA | N/A | C | 0 | ||||
| NORTHEAST PROPRIETARY CORP | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042855191 | MEDICAL SERVICES | MA | N/A | C | 0 | ||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042932059 | MANAGEMENT SERVICES | MA | N/A | C | 0 | ||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043262963 | MANAGEMENT SERVICES | MA | N/A | C | 0 | ||||
| INSCRIPTRX INC | |||||||||||||
| 80 WILSON WAY | WESTWOOD | MA | 02090 | 934223952 | PHARMACY BENEFITS MANAGEMENT | MA | N/A | C | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (49 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SEE PART VII | ||
| L | $116,928 | FMV |
| SEE PART VII | ||
| L | $5,919,290 | FMV |
| SEE PART VII | ||
| M | $626,804 | FMV |
| SEE PART VII | ||
| O | $3,197,779 | FMV |
| SEE PART VII | ||
| P | $122,036 | FMV |
| SEE PART VII | ||
| R | $2,038,904 | FMV |
| SEE PART VII | ||
| M | $1,035,550,962 | FMV |
| SEE PART VII | ||
| O | $877,119 | FMV |
| SEE PART VII | ||
| P | $76,206,340 | FMV |
| SEE PART VII | ||
| Q | $1,778,931 | FMV |
| SEE PART VII | ||
| R | $1,223,944,680 | FMV |
| SEE PART VII | ||
| S | $141,489,088 | FMV |
| SEE PART VII | ||
| J | $106,575 | FMV |
| SEE PART VII | ||
| O | $241,372 | FMV |
| SEE PART VII | ||
| R | $148,421 | FMV |
| SEE PART VII | ||
| S | $1,304,490 | FMV |
| SEE PART VII | ||
| J | $78,543 | FMV |
| SEE PART VII | ||
| O | $2,709,007 | FMV |
| SEE PART VII | ||
| P | $428,166 | FMV |
| SEE PART VII | ||
| Q | $579,446 | FMV |
| SEE PART VII | ||
| R | $1,294,695 | FMV |
| SEE PART VII | ||
| S | $2,019,960 | FMV |
| SEE PART VII | ||
| J | $88,813 | FMV |
| SEE PART VII | ||
| L | $2,022,315 | FMV |
| SEE PART VII | ||
| M | $344,804 | FMV |
| SEE PART VII | ||
| K | $5,595,845 | FMV |
| SEE PART VII | ||
| R | $6,605,707 | FMV |
| SEE PART VII | ||
| S | $714,093 | FMV |
| SEE PART VII | ||
| O | $1,558,134 | FMV |
| SEE PART VII | ||
| P | $11,106,249 | FMV |
| SEE PART VII | ||
| Q | $4,659,983 | FMV |
| SEE PART VII | ||
| R | $108,266,452 | FMV |
| SEE PART VII | ||
| S | $3,718,730 | FMV |
| SEE PART VII | ||
| R | $56,518 | FMV |
| SEE PART VII | ||
| M | $671,210 | FMV |
| SEE PART VII | ||
| O | $110,800 | FMV |
| SEE PART VII | ||
| J | $671,363 | FMV |
| SEE PART VII | ||
| L | $10,940,715 | FMV |
| SEE PART VII | ||
| M | $282,513 | FMV |
| SEE PART VII | ||
| O | $276,491 | FMV |
| SEE PART VII | ||
| Q | $106,582 | FMV |
| SEE PART VII | ||
| R | $1,021,152 | FMV |
| SEE PART VII | ||
| R | $266,671 | FMV |
| SEE PART VII | ||
| D | $2,838,099,118 | FMV |
| SEE PART VII | ||
| L | $253,953 | FMV |
| SEE PART VII | ||
| M | $123,676 | FMV |
| SEE PART VII | ||
| P | $64,804 | FMV |
| SEE PART VII | ||
| Q | $121,269 | FMV |
| SEE PART VII | ||
| R | $831,758 | FMV |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCH R, PART V, LN 1D - LOANS/LOAN GUARANTEES TO/FOR RO | LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS ("LCH") IS A MEMBER OF THE BILH OBLIGATED GROUP AND AS SUCH IS JOINTLY AND SEVERALLY LIABLE FOR ALL DEBT OF THE OBLIGATED GROUP. IN THIS CAPACITY, LCH HAS MADE LOAN GUARANTEES TO THE FOLLOWING OTHER MEMBERS OF THE OBLIGATED GROUP TOTALING $2,838,099,118: ANNA JACQUES HOSPITAL BETH ISRAEL DEACONESS MEDICAL CENTER MOUNT AUBURN HOSPITAL NORTHEAST HOSPITAL CORP D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS LAHEY CLINIC FOUNDATION WINCHESTER HOSPITAL BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH NEW ENGLAND BAPTIST HOSPITAL BETH ISRAEL DEACONESS HOSPITAL MILTON BETH ISRAEL DEACONESS HOSPITAL NEEDHAM EXETER HOSPITAL |
| FORM 990, SCH R, PART V, LN 1S - OTHER TRANSFER OF CASH/PROP FROM RO | AS NOTED THROUGHOUT THIS FILING, LCH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF ITS AFFILIATED ENTITIES MADE CASH PAYMENTS TO LCH AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF LCH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, THE FOLLOWING CASH OR PROPERTY WAS TRANSFERRED TO LCH BY ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. CASH AND OTHER TRANSFERS: $141,489,088 (SEE ADDITIONAL DETAIL PROVIDED IN CODE M ABOVE) 2. BETH ISRAEL LAHEY HEALTH PHARMACY CASH TRANSFERS: $2,019,960 3. BETH ISRAEL LAHEY HEALTH PRIMARY CARE -- CASH TRANSFERS: $1,304,490 4. LAHEY CLINIC FOUNDATION, INC OTHER TRANSFERS: $714,093 5. LAHEY CLINIC, INC. CASH AND OTHER TRANSFERS: $ 3,718,730 |
| FORM 990, SCH R, PART V, LN 1J - LEASE OF FAC/EQUIP/OTHER ASSETS TO RO | AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH) IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THE CLOSE CONNECTION BETWEEN LCH, NORTHEAST HOSPITAL CORPORATION D/B/A ADDISON GILBERT, BEVERLY AND BAYRIDGE HOSPITALS (NHC), BETH ISRAEL LAHEY HEALTH PRIMARY CARE (BILHPC), BETH ISRAEL LAHEY HEALTH PHARMACY (BILH PHARMACY) AND BETH ISRAEL LAHEY HEALTH SPECIALTY CARE (BILHSC) WHICH ARE ALL RELATED ENTITIES EXEMPT UNDER IRC 501(C)(3), BILHPC, BILH PHARMACY, NHC AND BILHSC LEASE SPACE FROM LCH TO USE IN FURTHERANCE OF THE BILHPC, BILH PHARMACY, NHC, LCH, AND BILH TAX-EXEMPT PURPOSES. 1. BETH ISRAEL LAHEY HEALTH PRIMARY CARE LEASE: $106,575 2. BETH ISRAEL LAHEY HEALTH PHARMACY - LEASE: $78,543 3. NORTHEAST HOSPITAL CORP - LEASE: $671,363 4. BETH ISRAEL LAHEY HEALTH SPECIALTY CARE - LEASE: $88,813 |
| FORM 990, SCH R, PART V, LN 1K - LEASE OF FAC/EQUIP/OTHER ASSETS FROM RO | AS NOTED ELSEWHERE IN THIS FILING, LCH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THE CLOSE CONNECTION BETWEEN LCH AND LAHEY CLINIC FOUNDATION (("LCF") A RELATED ENTITY EXEMPT UNDER IRC 501(C)(3) AND WHICH IS THE MEMBER OF LCH), LCH LEASES SPACE FROM LCF TO USE IN FURTHERANCE OF THE LCH, LCF, AND BILH TAX-EXEMPT PURPOSES. LCH PAID LCF $5,595,845 FOR SPACE RENTAL. |
| FORM 990, SCH R, PART V, LN 1L - PERF OF SVCS/MEMBERSHIP/FUNDRAISING FOR RO | AS NOTED THROUGHOUT THIS FILING, LCH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, LCH PROVIDES SERVICES TO OTHER NETWORK ENTITIES IN FURTHERANCE OF ITS EXEMPT PURPOSE AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, LCH PROVIDED THE FOLLOWING SERVICES TO ITS TAX EXEMPT AFFILIATES: 1. ANNA JAQUES HOSPITAL - LAB SERVICES: $116,928 2. BETH ISRAEL DEACONESS MEDICAL CENTER - INFUSION CLINIC SERVICES: $5,919,290 3. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - -- TEACHING & INFUSION SERVICES: $2,022,315 4. NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS A. INTERFACILITY LAB SERVICES: $1,611,664 B. ENDOSCOPY/COAGULATION/RHEUMATOLOGY/ROTATING RESIDENT EDUCATION SERVICES: $8,656,846 C. BLOOD IRRADIATION & HISTOLOGY SERIVCES: $451,791 D. OTHER LABS: $220,414 5. WINCHESTER HOSPITAL - ROTATING RESIDENT EDUCATION SERVICES AND IRRADIATION SERVICES: $253,953 |
| FORM 990, SCH R, PART V, LN 1M - PERF OF SVCS/MEMBERSHIP/FUNDRAISING BY RO | AS NOTED THROUGHOUT THIS FILING, LCH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF LCH'S AFFILIATES PROVIDED SERVICES TO LCH IN FURTHERANCE OF THE EXEMPT PURPOSE OF ITS LCH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, LCH RECEIVED THE FOLLOWING SERVICES FROM ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL DEACONESS MEDICAL CENTER LAB SERVICES: $ 626,804 2. BETH ISRAEL LAHEY HEALTH, INC. - 3. AS A SUPPORT ORGANIZATION OF ITS AFFILIATES, BILH PROVIDES CENTRALIZED SUPPORT TO, AND OVERSEES THE FINANCIAL WELL-BEING OF, ITS NETWORK OF SUPPORTED ORGANIZATIONS. THESE ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING AREAS: EXECUTIVE MANAGEMENT AND OPERATIONAL LEADERSHIP, STRATEGIC PLANNING, HUMAN RESOURCES AND BENEFIT PLAN STRUCTURING, DEVELOPMENT AND FUNDRAISING, COMPLIANCE, GOVERNANCE AND LEGAL, PAYOR CONTRACTING, REVENUE CYCLE, FINANCIAL PLANNING & ANALYSIS, CAPITAL PLANNING, FINANCE AND ACCOUNTING INCLUDING PROCESSING PAYROLL AND ACCOUNTS PAYABLE, INTERNAL AND EXTERNAL AUDIT, INSURANCE, DEBT STRUCTURING SUPPORT AND FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT, TAX SERVICES, INVESTMENT MANAGEMENT SERVICES, SUPPLY CHAIN MANAGEMENT AND PURCHASING AND NETWORK-WIDE CASH MANAGEMENT. A. NETWORK ASSESSMENT FEE FOR SERVICES ABOVE: $191,663,432 B. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $340,642,563 C. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $503,244,967 4. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PHYSICIAN SERVICES: $344,804 5. NORTHEAST BEHAVIORAL HEALTH CORPORATION PATIENT PSYCHOLOGICAL EVALUATION SERVICES: $671,210 6. NORTHEAST HOSPITAL CORP D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS LAB SERVICES: $282,513 7. WINCHESTER HOSPITAL INTERNAL REFERENCE LAB SERVICES: $123,676 |
| FORM 990, SCH R, PART V, LN 1O - SHARING OF PAID EMPLOYEES WITH RO | 1. BETH ISRAEL DEACONESS MEDICAL CENTER: $3,197,779 2. BETH ISRAEL LAHEY HEALTH, INC. - SEE NOTE ABOVE IN CODE M: $877,119 3. BETH ISRAEL LAHEY HEALTH PRIMARY CARE - $241,372 4. BETH ISRAEL LAHEY HEALTH PHARMACY - $2,709,007 5. LAHEY CLINIC INC. - $1,558,134 6. NORTHEAST BEHAVIORAL HEALTH CORPORATION - $110,800 7. NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS- $276,491 |
| FORM 990, SCH R, PART V, LN 1P - REIMB. PAID TO RO FOR EXPENSES | AS NOTED THROUGHOUT THIS FILING, LCH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, LCH REIMBURSED ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED ON BEHALF OF LCH IN FURTHERANCE OF THE EXEMPT PURPOSE OF ITS LCH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, LCH MADE THE FOLLOWING REIMBURSEMENTS FOR EXPENSES TO ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL DEACONESS MEDICAL CENTER -- EXPENSE REIMBURSEMENT FOR SALARIES & BENEFITS, OPERATIONAL, ADMINISTRATIVE AND HOUSE STAFF COSTS: $122,036 2. BETH ISRAEL LAHEY HEALTH, INC. EXPENSE REIMBURSEMENT FOR SALARIES & BENEFITS, OPERATIONAL AND ADMINISTRATIVE COSTS: $76,206,340 3. BETH ISRAEL LAHEY HEALTH PHARMACY PHARMACY OPERATIONS EXPENSES: $428,166 4. WINCHESTER HOSPITAL OTHER OPERATIONAL EXPENSES: $64,804 5. LAHEY CLINIC, INC. SALARIES AND BENEFITS, OPERATIONAL AND OTHER ADMINISTRATIVE COSTS: $ 11,106,249 |
| FORM 990, SCH R, PART V, LN 1Q - REIMB. PAID BY RO FOR EXPENSES | AS NOTED THROUGHOUT THIS FILING, LCH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, LCH WAS REIMBURSED BY ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED IN FURTHERANCE OF THE EXEMPT PURPOSE OF LCH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, LCH RECEIVED THE FOLLOWING REIMBURSEMENTS FOR EXPENSES FROM ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. - REIMBURSEMENT FOR SALARIES, BENEFITS, OPERATIONAL AND ADMINISTRATIVE COSTS: $1,778,931 2. BETH ISRAEL LAHEY HEALTH PHARMACY - REIMBURSEMENT FOR SALARIES & BENEFITS: $579,446 3. LAHEY CLINIC, INC. - REIMBURSEMENT FOR SALARY, OPERATIONAL, ADMINISTRATIVE AND PHARMACY COSTS: $4,659,983 4. NORTHEAST HOSPITAL CORP D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS REIMBURSEMENT FOR SALARIES, PHARMACY AND ADMINISTRATIVE COSTS: $106,582 5. WINCHESTER HOSPITAL - REIMBURSEMENT FOR SALARIES AND BENEFITS: $121,269 |
| FORM 990, SCH R, PART V, LN 1R - OTHER TRANSFER OF CASH/PROP TO RO | AS NOTED THROUGHOUT THIS FILING, LCH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, LCH TRANSFERRED CASH TO ONE OR MORE OF ITS AFFILIATED ENTITIES AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF ITS LCH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, LCH TRANSFERRED THE FOLLOWING CASH OR PROPERTY TO ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL DEACONESS MEDICAL CENTER CASH AND OTHER TRANSFERS: $2,038,904 2. BETH ISRAEL LAHEY HEALTH, INC. - SEE NOTE ABOVE IN CODE M RELATED TO CASH MANAGEMENT AND OTHER SERVICES: $1,223,944,680 3. BETH ISRAEL LAHEY HEALTH PHARMACY - OTHER TRANSFERS: $1,294,695 4. BETH ISRAEL LAHEY HEALTH PRIMARY CARE - INSURANCE PREMIUM REBATE: $148,421 5. LAHEY CLINIC FOUNDATION, INC - OTHER TRANSFERS: $6,605,707 6. LAHEY CLINIC, INC - NET ASSET TRANSFER TO SUPPORT CLINICAL OPERATIONS AND RESEARCH AND TO KEEP CARE IN THE COMMUNITY: $108,266,452 7. MOUNT AUBURN HOSPITAL - OTHER TRANSFERS: $56,518 8. NORTHEAST HOSPITAL CORP D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS - OTHER TRANSFERS: $1,021,152 9. NORTHEAST PROFESSIONAL REGISTRY OF NURSES - CASH TRANSFERS AND INSURANCE PREMIUM REBATE: $266,671 10. WINCHESTER PHYSICIAN ASSOCIATES, INC. - INSURANCE PREMIUM REBATE: $831,758 |
Comments