BETH ISRAEL LAHEY HEALTH INC HCSR: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BETH ISRAEL LAHEY HEALTH INC HCSR (EIN 83-2671600)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202612269349303551
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T16:52:50-05:00 | 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 | 832671600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL LAHEY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | 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 | EXECUTIVE VP AND CFO | PersonTitleTxt |
| Phone | 7817448924 | PhoneNum |
| Signature | 2026-08-14 | 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 | 7032511000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| 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 | $887,973,464 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BILH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 4048 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $3,102,925 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,652 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,308 | PYContributionsGrantsAmt |
| CY Contributions Grants | $243,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $865,487,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $875,098,848 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,116,802 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,964,346 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,454,543 | PYOtherRevenueAmt |
| CY Other Revenue | $6,627,780 | CYOtherRevenueAmt |
| PY Total Revenue | $876,101,442 | PYTotalRevenueAmt |
| CY Total Revenue | $887,934,789 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,881,550 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $797,670 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $512,502,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $540,496,932 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $414,260,683 | PYOtherExpensesAmt |
| CY Other Expenses | $405,479,853 | CYOtherExpensesAmt |
| PY Total Expenses | $928,644,829 | PYTotalExpensesAmt |
| CY Total Expenses | $946,774,455 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$52,543,387 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$58,839,666 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $545,832,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $827,753,869 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $770,936,131 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,124,081,494 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$225,103,310 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$296,327,625 | 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 | $946,206,376 | ExpenseAmt |
| Grant | $797,670 | GrantAmt |
| Revenue | $878,626,394 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $946,206,376 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | Yes (1) | 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 | 704 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4048 | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | 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 | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||
| TTEE (EX-OFF), PRES, & CEO | 55.00 | 10.00 | Yes (X) | Yes (X) | $3,665,891 | $0 | $1,068,480 | |||
| KIMBALL MD MPH ALEXA B | ||||||||||
| TRUSTEE (PRESIDENT & CEO, HMFP) | 1.00 | 64.00 | Yes (X) | $0 | $1,111,054 | $113,729 | ||||
| MCCULLOUGH MD DANIEL J | ||||||||||
| TRUSTEE; PHYSICIAN, FAMILY MEDICINE | 1.00 | 55.00 | Yes (X) | $0 | $388,707 | $37,961 | ||||
| SULLIVAN MD MARY ANNA | ||||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HORNIDGE ESQ ANN-ELLEN | ||||||||||
| TRUSTEE & CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JICK DANIEL J | ||||||||||
| TRUSTEE & VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CANEPA JOHN J | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| EBERLE ROBERT | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCISCO BETTY | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRANT THOMAS H | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GUPTA YOGESH | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HANNON FACHE PATRICIA | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KINGTON MD PHD RAYNARD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDE DOUGLAS T | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANDELL MD JAMES | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCKENNA MARGARET | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORMAN NANCY | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| O'HANLEY RONALD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VALLETTA ROBERT | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALSH JANE | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RIOS CINDY | ||||||||||
| TREAS (EX-OFF) (EXECUTIVE VP & CFO) | 55.00 | 10.00 | Yes (X) | $1,386,253 | $0 | $2,208,450 | ||||
| KATZ ESQ JAMIE | ||||||||||
| CLERK (EX-OFFICIO), GENERAL COUNSEL | 53.00 | 10.00 | Yes (X) | $1,001,061 | $0 | $33,790 | ||||
| FRANCIOLI CARL | ||||||||||
| TREAS EX-OF; BILH INTRM CFO/BSTN CFO | 55.00 | 10.00 | Yes (X) | $558,652 | $0 | $54,959 | ||||
| HERNDON MBA CPA FACHE SCOTT | ||||||||||
| TREAS (EX-OFF) (EXECUTIVE VP & CFO) | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHORETT PETER | ||||||||||
| SENIOR EXECUTIVE VP & COO | 55.00 | 6.00 | $1,416,456 | $0 | $55,015 | Yes (X) | ||||
| HEALY PETER | ||||||||||
| DIV PRES, METRO BOSTON & PRES, BIDMC | 1.00 | 64.00 | $0 | $1,397,820 | $60,310 | Yes (X) | ||||
| FIELDS MD ROBERT | ||||||||||
| EXECUTIVE VP, CHIEF CLINICAL OFFICER | 55.00 | 8.00 | $1,216,577 | $0 | $142,817 | Yes (X) | ||||
| SANDS TOM | ||||||||||
| MKT PRES-NORTH SHORE; NHC/AJH PRES | 1.00 | 59.00 | $0 | $1,234,409 | $75,282 | Yes (X) | ||||
| BELL JAMES | ||||||||||
| SVP/CHIEF INVESTMENT OFFICER | 55.00 | 0.00 | $947,186 | $0 | $55,628 | Yes (X) | ||||
| HARRIS SUSAN | ||||||||||
| EXECUTIVE VP AND CHIEF HR OFFICER | 55.00 | 0.00 | $903,349 | $0 | $59,349 | Yes (X) | ||||
| SZABO MD PHD HON SCD GYONGYI | ||||||||||
| CHIEF ACADEMIC OFFICER | 55.00 | 3.00 | $785,878 | $0 | $92,360 | Yes (X) | ||||
| TANDON MANU | ||||||||||
| CHIEF INFORMATION OFFICER | 55.00 | 0.00 | $809,340 | $0 | $55,748 | Yes (X) | ||||
| ROBERTS BETH-ANN | ||||||||||
| PRES, BILH PERFORMANCE NETWORK | 55.00 | 0.00 | $645,234 | $0 | $69,965 | Yes (X) | ||||
| LAPING KRISTINE | ||||||||||
| CHIEF DEVELOPMENT OFFICER | 55.00 | 0.00 | $667,505 | $0 | $42,685 | Yes (X) | ||||
| FREIBOTT DNP RN FACHE PUNEET | ||||||||||
| SYSTEM, CHIEF NURSING OFFICER | 55.00 | 0.00 | $642,043 | $0 | $32,440 | Yes (X) | ||||
| BROWN KERRY | ||||||||||
| CHIEF OF STAFF, BILH | 55.00 | 0.00 | $628,540 | $0 | $35,111 | Yes (X) | ||||
| DOSSANTOS ESQ DEBORAH | ||||||||||
| DEPUTY GENERAL COUNSEL | 55.00 | 0.00 | $581,506 | $0 | $58,042 | Yes (X) | ||||
| DUTCHER LORI | ||||||||||
| CHIEF COMPLIANCE OFFICER | 55.00 | 0.00 | $522,236 | $0 | $55,435 | Yes (X) | ||||
| GIZMUNT JENNIFER | ||||||||||
| PRES, BILH CONT CARE & BILH AT HOME | 1.00 | 58.00 | $0 | $513,356 | $54,467 | Yes (X) | ||||
| CARUCCI DEAN | ||||||||||
| DIVISIONAL PRESIDENT, COMMUNITY | 53.00 | 12.00 | $534,306 | $0 | $13,985 | Yes (X) | ||||
| CULLEN JENNIFER | ||||||||||
| PRES BILH BEHAVIORAL HEALTH SERVICES | 1.00 | 57.00 | $0 | $522,128 | $15,749 | Yes (X) | ||||
| JONES TINA | ||||||||||
| DIVISION CFO, PHARM/DIVERSIFIED SVCS | 55.00 | 1.00 | $473,884 | $0 | $44,405 | Yes (X) | ||||
| POPE RON | ||||||||||
| SVP, REVENUE CYCLE | 55.00 | 0.00 | $496,410 | $0 | $17,425 | Yes (X) | ||||
| WOODS MATTHEW | ||||||||||
| SVP, CORPORATE FINANCE BILH; CFO, WH | 55.00 | 3.00 | $446,914 | $0 | $60,649 | Yes (X) | ||||
| DONOVAN SHAWN | ||||||||||
| MANAGING DIRECTOR, INVESTMENTS | 55.00 | 0.00 | $717,426 | $0 | $57,850 | Yes (X) | ||||
| HEHER MD MPH YAEL | ||||||||||
| CHIEF QUALITY OFFICER | 55.00 | 0.00 | $692,162 | $0 | $36,274 | Yes (X) | ||||
| HERZOG STEPHEN | ||||||||||
| SR DIRECTOR, INFORMATION TECHNOLOGY | 55.00 | 0.00 | $517,690 | $0 | $40,396 | Yes (X) | ||||
| MILLER AMY | ||||||||||
| CHIEF HEALTH INFORMATICS OFFICER | 55.00 | 0.00 | $488,624 | $0 | $30,525 | Yes (X) | ||||
| ANTONAS JULIE | ||||||||||
| MGING DIR, INVESTMENTS (END 6/21/24) | 55.00 | 0.00 | $478,343 | $0 | $31,864 | Yes (X) | ||||
| LEPORE KRISTEN | ||||||||||
| FMR EVP/CHIEF ADMINISTRATIVE OFFICER | 0.00 | 0.00 | $911,659 | $0 | $914,234 | Yes (X) | ||||
| JOHNSON MDMSFACP ELIZABETH H | ||||||||||
| FRMR PRES, BILH PRIMARY CARE NETWORK | 0.00 | 0.00 | $0 | $787,479 | $676,158 | Yes (X) | ||||
| ROWAN MICHAEL | ||||||||||
| FRMR EVP, HOSPITAL & AMBULATORY SVCS | 0.00 | 0.00 | $1,361,999 | $0 | $13,779 | Yes (X) | ||||
| NESTO MD RICHARD | ||||||||||
| FORMER CHIEF MEDICAL OFFICER, BILH | 0.00 | 0.00 | $671,410 | $0 | $0 | Yes (X) | ||||
| JOHNSON MARK | ||||||||||
| FRMR SVP FIN OPS & CFO CORP ACCTG | 0.00 | 0.00 | $317,308 | $0 | $0 | Yes (X) | ||||
| COLLINS STEVEN | ||||||||||
| FMR VP&CFO, FIN PLAN ANAL & SUPP SVC | 0.00 | 0.00 | $110,769 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $24,596,611 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,954,953 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,415,316 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1135 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CSI COMPANIES INC | |||||
| PO BOX 890841 | CHARLOTTE | NC | 282890841 | STAFFING SERVICES | $30,070,786 |
| CROTHALL HEALTHCARE INC | |||||
| 1500 LIBERTY RIDGE DRIVE SUITE 210 | WAYNE | PA | 19087 | MANAGEMENT COMPANY | $13,908,775 |
| HURON CONSULTING SERVICES LLC | |||||
| 3005 MOMENTUM PLACE | CHICAGO | IL | 60689 | MANAGEMENT COMPANY | $12,584,377 |
| NORDIC CONSULTING PARTNERS INC | |||||
| 2601 W BELTLINE HIGHWAY | MADISON | WI | 53715 | SOFTWARE SERVICES | $12,449,610 |
| LIGHTSOURCE HR ACQUISITION LLC | |||||
| 6675 WESTWOOD BLVD SUITE 220 | ORLANDO | FL | 32821 | HR MANAGEMENT SERVICE | $12,411,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 217 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $243,815 | AllOtherContributionsAmt |
| Noncash Contributions | $126,312 | NoncashContributionsAmt |
| Total Contributions | $243,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE TO AFFILIATES | 561000 | $860,441,560 | $860,441,560 |
| MANAGEMENT/ADMIN | 561000 | $13,870,469 | $13,870,469 |
| PATIENT ACCESS EXPANSI | 561000 | $786,819 | $786,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $875,098,848 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,964,096 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$52 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,964,148 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $250 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $250 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $250 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $250 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $38,675 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,675 | TotalRevenueColumnAmt |
| Exclusion | -$38,675 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INVESTMENT MGMT FEES | 523940 | $2,755,906 | $2,755,906 | |
| REBATES AND REFUNDS | 561000 | $2,142,899 | $2,142,899 | |
| MANAGEMENT/ADMIN | 900099 | $798,876 | $798,876 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $968,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $585,771 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $346,821 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,666,455 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $887,934,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $878,626,394 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,102,925 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,961,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,670 | TotalAmt |
| Program Services | $797,670 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,438,224 | TotalAmt |
| Program Services | $22,438,224 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,301,158 | TotalAmt |
| Program Services | $4,301,158 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,036,071 | TotalAmt |
| Program Services | $384,036,071 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,140,434 | TotalAmt |
| Program Services | $25,140,434 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,498,722 | TotalAmt |
| Program Services | $76,498,722 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,082,323 | TotalAmt |
| Program Services | $28,082,323 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,081,503 | TotalAmt |
| Program Services | $32,081,503 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,143,588 | TotalAmt |
| Program Services | $12,143,588 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,271,107 | TotalAmt |
| Program Services | $2,271,107 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,079 | TotalAmt |
| Management And General | $568,079 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,870,051 | TotalAmt |
| Program Services | $110,870,051 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,942,387 | TotalAmt |
| Program Services | $12,942,387 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,552,607 | TotalAmt |
| Program Services | $15,552,607 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,317,457 | TotalAmt |
| Program Services | $39,317,457 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,026 | TotalAmt |
| Program Services | $779,026 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,519,003 | TotalAmt |
| Program Services | $18,519,003 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,225,879 | TotalAmt |
| Program Services | $17,225,879 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MAINTENANCE CONTRACTS | $124,218,857 | $124,218,857 |
| TRAINING | $4,428,646 | $4,428,646 |
| BILLING SERVICES | $4,201,484 | $4,201,484 |
| OUTREACH | $2,422,364 | $2,422,364 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,937,815 | TotalAmt |
| Program Services | $7,937,815 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,774,455 | TotalAmt |
| Program Services | $946,206,376 | ProgramServicesAmt |
| Management And General | $568,079 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,180,005 | BOYAmt |
| EOY | $328,608,074 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,622,272 | BOYAmt |
| EOY | $144,571,815 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,903,940 | BOYAmt |
| EOY | $29,262,884 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,932,368 | BOYAmt |
| EOY | $5,444,997 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,230,555 | BOYAmt |
| EOY | $24,844,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $159,423,876 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,253,214 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,001,722 | BOYAmt |
| EOY | $113,170,662 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,845 | BOYAmt |
| EOY | $168,916 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,807,114 | BOYAmt |
| EOY | $181,681,581 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,832,821 | BOYAmt |
| EOY | $827,753,869 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,706,241 | BOYAmt |
| EOY | $193,345,447 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,568 | BOYAmt |
| EOY | $149,552 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,628,322 | BOYAmt |
| EOY | $930,586,495 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $770,936,131 | BOYAmt |
| EOY | $1,124,081,494 | 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 | -$225,697,945 | BOYAmt |
| EOY | -$296,932,260 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,635 | BOYAmt |
| EOY | $604,635 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$225,103,310 | BOYAmt |
| EOY | -$296,327,625 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,832,821 | BOYAmt |
| EOY | $827,753,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$58,839,666 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,882 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,400,531 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 15 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (15 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ANNA JAQUES HOSPITAL INC | ||||
| 042104338 | 3 | Yes (1) | $140,598,676 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM | ||||
| 043229679 | 3 | Yes (1) | $193,960,226 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | ||||
| 222667354 | 3 | Yes (1) | $476,961,035 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL - MILTON | ||||
| 042103604 | 3 | Yes (1) | $198,020,879 | $0 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||
| 042103881 | 3 | Yes (1) | $3,739,425,886 | $0 |
| LAHEY HEALTH SHARED SERVICES INC | ||||
| 043178972 | 10 | Yes (1) | $370,580,515 | $0 |
| EXETER HOSPITAL | ||||
| 222674014 | 3 | Yes (1) | $119,349,995 | $0 |
| BETH ISRAEL LAHEY HEALTH PHARMACY INC | ||||
| 822526816 | 3 | Yes (1) | $881,723,555 | $0 |
| JOSLIN DIABETES CENTER INC | ||||
| 042203836 | 3 | Yes (1) | $5,899,962 | $0 |
| MOUNT AUBURN HOSPITAL | ||||
| 042103606 | 3 | Yes (1) | $520,531,345 | $0 |
| NEW ENGLAND BAPTIST HOSPITAL | ||||
| 042103612 | 3 | Yes (1) | $252,319,298 | $0 |
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||||
| 042777145 | 10 | Yes (1) | $62,422,709 | $0 |
| NORTHEAST HOSPITAL CORPORATION | ||||
| 042121317 | 3 | Yes (1) | $588,638,706 | $0 |
| WINCHESTER HOSPITAL | ||||
| 042104434 | 3 | Yes (1) | $409,674,348 | $0 |
| LAHEY CLINIC FOUNDATION INC | ||||
| 042323457 | 3 | Yes (1) | $1,854,371,691 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 15 | SupportedOrganizationsTotalCnt |
| Support Sum | $9,814,478,826 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION D, LINE 3: | BETH ISRAEL LAHEY HEALTH, INC. (BILH) MAINTAINS AN INVESTMENT COMMITTEE WHICH IS A SUB-COMMITTEE OF THE BILH BOARD OF TRUSTEES AND COMPRISED OF INDEPENDENT BOARD MEMBERS. THE CHIEF EXECUTIVE OFFICER, GENERAL COUNSEL AND CHIEF FINANCIAL OFFICER OF BILH ALSO SERVE IN THE CAPACITY OF CHIEF EXECUTIVE OFFICER, CLERK (EX-OFFICIO) AND TREASURER (EX-OFFICIO) FOR EACH OF THE SUPPORTED ENTITIES. THE CHIEF EXECUTIVE OFFICER OR HIS DESIGNEE ALSO SERVES AS A VOTING MEMBER OF THE BOARD OF TRUSTEES FOR THE SUPPORTED ORGANIZATIONS. BY VIRTUE OF THIS CLOSE OPERATING RELATIONSHIP, BILH'S SUPPORTED ORGANIZATIONS HAD A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A: | AS SOLE MEMBER OR, IN THE CASE OF EXETER HOSPITAL, CORE PHYSICIANS, LLC AND ROCKINGHAM VNA AND HOSPICE, THE INDIRECT MEMBER, BILH HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE. |
| SCHEDULE A, PART IV, SECTION E, LINE 3B: | AS PREVIOUSLY NOTED IN THIS FORM 990 SCHEDULE A, THE CHIEF EXECUTIVE OFFICER, GENERAL COUNSEL AND CHIEF FINANCIAL OFFICER OF BILH ALSO SERVE IN THE CAPACITY OF CHIEF EXECUTIVE OFFICER, CLERK (EX-OFFICIO) AND TREASURER (EX-OFFICIO) FOR EACH OF THE SUPPORTED ENTITIES. THE CHIEF EXECUTIVE OFFICER OR HIS DESIGNEE ALSO SERVES AS A VOTING MEMBER OF THE BOARD OF TRUSTEES FOR THE SUPPORTED ORGANIZATIONS. BY VIRTUE OF THIS CLOSE OPERATING RELATIONSHIP, BILH EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. |
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 | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $568,079 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $568,079 | 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 | BETH ISRAEL LAHEY HEALTH, INC. 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 $568,079 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,607,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,016,462 | DepreciationAmt |
| Book Value | $2,590,796 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $240,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,626,187 | DepreciationAmt |
| Book Value | -$1,386,187 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,650,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,610,565 | DepreciationAmt |
| Book Value | $86,040,058 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,925,995 | OtherCostOrOtherBasisAmt |
| Book Value | $25,925,995 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $113,170,662 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE ASSETS | $85,689,966 |
| DEPOSITS RECEIVABLE | $1,000,000 |
| DUE FROM AFFILIATES | $80,128,350 |
| DEFERRED COMPENSATION | $14,863,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $181,681,581 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED THIRD-PARTY SETTLEMENTS, NET | $74,679,315 |
| OPERATING LEASED LIABILITIES | $96,196,183 |
| DUE TO AFFILIATES | $706,617,898 |
| WORKERS COMPENSATION | $159,357 |
| DEFERRED COMPENSATION | $14,853,519 |
| ACCRUED IBNR PAYABLE | $38,080,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $930,586,495 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOSTON MARATHON | Event1Nm |
| Food And Beverage Event1 | $5,018 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $33,657 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Total Events | $5,018 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,657 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,675 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$38,675 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II | FormAndLineReferenceDesc |
| Explanation | BETH ISRAEL LAHEY HEALTH ("BILH") DEVELOPMENT TEAM COORDINATED A SYSTEMWIDE BOSTON MARATHON EVENT FOR THE BILH HEALTHCARE SYSTEM. AS PART OF THE EVENT, RUNNERS PARTICIPATE IN THE MARATHON AND RAISE FUNDS FOR A SPECIFIC ENTITY WITHIN THE BILH SYSTEM. BILH REPORTS ALL EXPENSES FOR THE MARATHON IN THIS FORM 990, SCHEDULE G WHILE CONTRIBUTIONS GENERATED BY THE RUNNERS ARE REPORTED AS REVENUE ON THE FORM 990 FOR EACH HOSPITAL OR OTHER HEALTHCARE ORGANIZATION DESIGNATED BY PARTICIPATING RUNNERS. FOR THE PERIOD ENDING SEPTEMBER 30, 2025, $850,706 IN TOTAL CONTRIBUTION REVENUE WAS REPORTED BY BILH AND ITS AFFILIATES RELATED TO THIS EVENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| EMBRACE BOSTON INC | ||||||||
| 50 MILK STREET 11TH FLOOR | BOSTON | MA | 02109 | 881392629 | 501(C)(3) | $50,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| INSTITUTE FOR COMMUNITY HEALTH CPHC | ||||||||
| 350 MAIN STREET 4TH FLOOR | MALDEN | MA | 02148 | 043543853 | 501(C)(3) | $75,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| HEALTH EQUITY COMPACT INC | ||||||||
| 40 COURT STREET 10TH FLOOR | BOSTON | MA | 02108 | 990943875 | 501(C)(3) | $50,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| HEALTHCARE ANCHOR NETWORK | ||||||||
| 2202 18TH ST NW STE 317 | WASHINGTON | DC | 20009 | 862147253 | 501(C)(3) | $20,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| MARCH OF DIMES | ||||||||
| 1550 CRYSTAL DRIVE 1300 | ARLINGTON | VA | 22202 | 131846366 | 501(C)(3) | $20,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| WE ARE ALX INC | ||||||||
| 18 GROVE STREET SUITE 4 | WELLESLEY | MA | 02482 | 824167948 | 501(C)(3) | $20,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION DBA JASLA | ||||||||
| 11 BEACON STREET SUITE 722 | BOSTON | MA | 02108 | 010563874 | 501(C)(3) | $9,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| YMCA OF THE NORTH SHORE | ||||||||
| 254 ESSEX ST | BEVERLY | MA | 01915 | 042104913 | 501(C)(3) | $35,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| YOUTH VILLAGES FOUNDATION INC | ||||||||
| 12 GILL STREET SUITE 5800 | WOBURN | MA | 01801 | 621652079 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| MASSEQUALITY EDUCATION FUND | ||||||||
| 100 GROVE STREET SUITE 313 | WORCESTER | MA | 01605 | 200816574 | 501(C)(3) | $5,500 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| REPRODUCTIVE EQUITY NOW FOUNDATION | ||||||||
| 70 FRANKLIN ST 5TH FLOOR | BOSTON | MA | 02110 | 042679358 | 501(C)(3) | $7,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| THE DINNER GROUP | ||||||||
| 17642 MIDDLEBROOK WAY | BOCA RATON | FL | 33496 | 414680186 | 501(C)(4) | $20,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| MULTICULTURAL AIDS COALITION | ||||||||
| 9 PALMER STREET | ROXBURY | MA | 02119 | 043042926 | 501(C)(3) | $15,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| THE DIMOCK CENTER | ||||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | 043487827 | 501(C)(3) | $240,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| BOYS & GIRLS CLUB OF METRO SOUTH | ||||||||
| 19 COURT STREET | TAUNTON | MA | 02780 | 222963214 | 501(C)(3) | $25,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| GREENROOTS INC | ||||||||
| 90 EVERETT AVE 3RD FL SUITE 10 | CHELSEA | MA | 02150 | 812718273 | 501(C)(3) | $25,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| QUINCY PUBLIC SCHOOLS | ||||||||
| 34 CODDINGTON STREET | QUINCY | MA | 02169 | 046001409 | GOVERNMENT ENTITY | $75,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| HEALTH LAW ADVOCATES | ||||||||
| 70 FRANKLIN STREET | BOSTON | MA | 02110 | 043298116 | 501(C)(3) | $12,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE | ||||||||
| PO BOX 417597 | BOSTON | MA | 02145 | 041564655 | 501(C)(3) | $12,500 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| ENGLISH FOR NEW BOSTONIANS | ||||||||
| 185 DEVONSHIRE STREET SUITE 700 | BOSTON | MA | 02110 | 463202177 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PART OF ITS MISSION TO SUPPORT THE AFFILIATES IN THE BETH ISRAEL LAHEY HEALTH NETWORK, BETH ISRAEL LAHEY HEALTH, INC. (BILH) MAINTAINS STRONG RELATIONSHIPS WITH MANY COMMUNITY PARTNERS AND MANY OF ITS HOSPITAL'S COMMUNITY PARTNERS. BILH WORKS WITH THOSE PARTNERS IN SUPPORT OF ITS MISSION AND THE MISSION OF ITS AFFILIATES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS FOR THE PURPOSES AS NOTED IN SCHEDULE I PART II. IN ADDITION, BILH MAY PROVIDE SUPPORT TO OTHER ENTITIES IN THE COMMUNITY WHICH FURTHER THE MISSION OF BILH AND ITS AFFILIATES. BILH ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH GRANTEES. ADDITIONAL INFORMATION ABOUT BILH'S MISSION AND ACCOMPLISHMENTS IS INCLUDED IN THIS FORM 990 PART III. ADDITIONAL INFORMATION ON THE COMMUNITY BENEFITS MISSIONS OF THE BILH NETWORK HOSPITALS IS INCLUDED IN THE FORM 990 SCHEDULE H OF THE HOSPITALS LISTED BELOW: 1. ANNA JAQUES HOSPITAL, INC. EIN: 04-2104338 2. BETH ISRAEL DEACONESS HOSPITAL - MILTON EIN: 04-2103604 3. BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. EIN: 04-3229679 4. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. EIN: 22-2667354 5. BETH ISRAEL DEACONESS MEDICAL CENTER, INC. EIN: 04-2103881 6. EXETER HOSPITAL, INC. EIN: 22-2674014 7. LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS EIN: 04-2704686 8. MOUNT AUBURN HOSPITAL EIN: 04-2103606 9. NEW ENGLAND BAPTIST HOSPITAL EIN: 04-2103612 10. NORTHEAST HOSPITAL CORPORATION EIN: 04-2121317 11. WINCHESTER HOSPITAL EIN: 04-2104434 COMMUNITY BENEFITS GRANTS - AS PREVIOUSLY NOTED IN THIS FILING BILH MAINTAINS STRONG RELATIONSHIPS WITH MANY COMMUNITY PARTNERS AND 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. BILH 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, BILH 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. BILH 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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (37 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 | ||||||||||||||
| TTEE (EX-OFF), PRES, & CEO | $2,267,647 | $0 | $1,000,000 | $0 | $398,244 | $0 | $1,021,480 | $0 | $47,000 | $0 | $4,734,371 | $0 | $0 | $0 |
| RIOS CINDY | ||||||||||||||
| TREAS (EX-OFF) (EXECUTIVE VP & CFO) | $1,031,770 | $0 | $125,000 | $0 | $229,483 | $0 | $2,171,401 | $0 | $37,049 | $0 | $3,594,703 | $0 | $0 | $0 |
| LEPORE KRISTEN | ||||||||||||||
| FMR EVP/CHIEF ADMINISTRATIVE OFFICER | $363,719 | $0 | $0 | $0 | $547,940 | $0 | $910,745 | $0 | $3,489 | $0 | $1,825,893 | $0 | $0 | $0 |
| SHORETT PETER | ||||||||||||||
| SENIOR EXECUTIVE VP & COO | $1,291,282 | $0 | $0 | $0 | $125,174 | $0 | $14,880 | $0 | $40,135 | $0 | $1,471,471 | $0 | $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 |
| HEALY PETER | ||||||||||||||
| DIV PRES, METRO BOSTON & PRES, BIDMC | $0 | $1,190,413 | $0 | $63,138 | $0 | $144,269 | $0 | $19,830 | $0 | $40,480 | $0 | $1,458,130 | $0 | $0 |
| ROWAN MICHAEL | ||||||||||||||
| FRMR EVP, HOSPITAL & AMBULATORY SVCS | $45,894 | $0 | $0 | $0 | $1,316,105 | $0 | $12,658 | $0 | $1,121 | $0 | $1,375,778 | $0 | $0 | $0 |
| FIELDS MD ROBERT | ||||||||||||||
| EXECUTIVE VP, CHIEF CLINICAL OFFICER | $1,185,935 | $0 | $0 | $0 | $30,642 | $0 | $99,095 | $0 | $43,722 | $0 | $1,359,394 | $0 | $0 | $0 |
| SANDS TOM | ||||||||||||||
| MKT PRES-NORTH SHORE; NHC/AJH PRES | $0 | $643,215 | $0 | $558,815 | $0 | $32,379 | $0 | $45,877 | $0 | $29,405 | $0 | $1,309,691 | $0 | $0 |
| KIMBALL MD MPH ALEXA B | ||||||||||||||
| TRUSTEE (PRESIDENT & CEO, HMFP) | $0 | $850,921 | $0 | $222,640 | $0 | $37,493 | $0 | $64,688 | $0 | $49,041 | $0 | $1,224,783 | $0 | $0 |
| KATZ ESQ JAMIE | ||||||||||||||
| CLERK (EX-OFFICIO), GENERAL COUNSEL | $870,522 | $0 | $0 | $0 | $130,539 | $0 | $24,780 | $0 | $9,010 | $0 | $1,034,851 | $0 | $0 | $0 |
| BELL JAMES | ||||||||||||||
| SVP/CHIEF INVESTMENT OFFICER | $883,233 | $0 | $0 | $0 | $63,953 | $0 | $19,830 | $0 | $35,798 | $0 | $1,002,814 | $0 | $0 | $0 |
| HARRIS SUSAN | ||||||||||||||
| EXECUTIVE VP AND CHIEF HR OFFICER | $774,345 | $0 | $0 | $0 | $129,004 | $0 | $18,180 | $0 | $41,169 | $0 | $962,698 | $0 | $0 | $0 |
| SZABO MD PHD HON SCD GYONGYI | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $736,853 | $0 | $0 | $0 | $49,025 | $0 | $64,688 | $0 | $27,672 | $0 | $878,238 | $0 | $0 | $0 |
| TANDON MANU | ||||||||||||||
| CHIEF INFORMATION OFFICER | $693,354 | $0 | $0 | $0 | $115,986 | $0 | $18,180 | $0 | $37,568 | $0 | $865,088 | $0 | $0 | $0 |
| DONOVAN SHAWN | ||||||||||||||
| MANAGING DIRECTOR, INVESTMENTS | $669,773 | $0 | $0 | $0 | $47,653 | $0 | $18,180 | $0 | $39,670 | $0 | $775,276 | $0 | $0 | $0 |
| HEHER MD MPH YAEL | ||||||||||||||
| CHIEF QUALITY OFFICER | $610,970 | $0 | $75,000 | $0 | $6,192 | $0 | $0 | $0 | $36,274 | $0 | $728,436 | $0 | $0 | $0 |
| ROBERTS BETH-ANN | ||||||||||||||
| PRES, BILH PERFORMANCE NETWORK | $517,626 | $0 | $100,000 | $0 | $27,608 | $0 | $42,860 | $0 | $27,105 | $0 | $715,199 | $0 | $0 | $0 |
| LAPING KRISTINE | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $593,907 | $0 | $0 | $0 | $73,598 | $0 | $23,130 | $0 | $19,555 | $0 | $710,190 | $0 | $0 | $0 |
| FREIBOTT DNP RN FACHE PUNEET | ||||||||||||||
| SYSTEM, CHIEF NURSING OFFICER | $479,632 | $0 | $75,000 | $0 | $87,411 | $0 | $0 | $0 | $32,440 | $0 | $674,483 | $0 | $0 | $0 |
| NESTO MD RICHARD | ||||||||||||||
| FORMER CHIEF MEDICAL OFFICER, BILH | $0 | $0 | $0 | $0 | $671,410 | $0 | $0 | $0 | $0 | $0 | $671,410 | $0 | $0 | $0 |
| BROWN KERRY | ||||||||||||||
| CHIEF OF STAFF, BILH | $569,317 | $0 | $0 | $0 | $59,223 | $0 | $24,780 | $0 | $10,331 | $0 | $663,651 | $0 | $0 | $0 |
| DOSSANTOS ESQ DEBORAH | ||||||||||||||
| DEPUTY GENERAL COUNSEL | $540,096 | $0 | $0 | $0 | $41,410 | $0 | $18,180 | $0 | $39,862 | $0 | $639,548 | $0 | $0 | $0 |
| FRANCIOLI CARL | ||||||||||||||
| TREAS EX-OF; BILH INTRM CFO/BSTN CFO | $531,632 | $0 | $1,095 | $0 | $25,925 | $0 | $13,814 | $0 | $41,145 | $0 | $613,611 | $0 | $0 | $0 |
| DUTCHER LORI | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $473,935 | $0 | $0 | $0 | $48,301 | $0 | $19,830 | $0 | $35,605 | $0 | $577,671 | $0 | $0 | $0 |
| GIZMUNT JENNIFER | ||||||||||||||
| PRES, BILH CONT CARE & BILH AT HOME | $0 | $470,362 | $0 | $0 | $0 | $42,994 | $0 | $14,880 | $0 | $39,587 | $0 | $567,823 | $0 | $0 |
| HERZOG STEPHEN | ||||||||||||||
| SR DIRECTOR, INFORMATION TECHNOLOGY | $293,588 | $0 | $150,000 | $0 | $74,102 | $0 | $14,549 | $0 | $25,847 | $0 | $558,086 | $0 | $0 | $0 |
| CARUCCI DEAN | ||||||||||||||
| DIVISIONAL PRESIDENT, COMMUNITY | $332,702 | $0 | $200,000 | $0 | $1,604 | $0 | $0 | $0 | $13,985 | $0 | $548,291 | $0 | $0 | $0 |
| CULLEN JENNIFER | ||||||||||||||
| PRES BILH BEHAVIORAL HEALTH SERVICES | $0 | $418,908 | $0 | $89,040 | $0 | $14,180 | $0 | $2,326 | $0 | $13,423 | $0 | $537,877 | $0 | $0 |
| MILLER AMY | ||||||||||||||
| CHIEF HEALTH INFORMATICS OFFICER | $470,754 | $0 | $0 | $0 | $17,870 | $0 | $14,880 | $0 | $15,645 | $0 | $519,149 | $0 | $0 | $0 |
| JONES TINA | ||||||||||||||
| DIVISION CFO, PHARM/DIVERSIFIED SVCS | $381,786 | $0 | $67,813 | $0 | $24,285 | $0 | $3,056 | $0 | $41,349 | $0 | $518,289 | $0 | $0 | $0 |
| POPE RON | ||||||||||||||
| SVP, REVENUE CYCLE | $438,453 | $0 | $0 | $0 | $57,957 | $0 | $6,512 | $0 | $10,913 | $0 | $513,835 | $0 | $0 | $0 |
| ANTONAS JULIE | ||||||||||||||
| MGING DIR, INVESTMENTS (END 6/21/24) | $228,647 | $0 | $0 | $0 | $249,696 | $0 | $12,029 | $0 | $19,835 | $0 | $510,207 | $0 | $0 | $0 |
| WOODS MATTHEW | ||||||||||||||
| SVP, CORPORATE FINANCE BILH; CFO, WH | $425,888 | $0 | $13,570 | $0 | $7,456 | $0 | $23,130 | $0 | $37,519 | $0 | $507,563 | $0 | $0 | $0 |
| MCCULLOUGH MD DANIEL J | ||||||||||||||
| TRUSTEE; PHYSICIAN, FAMILY MEDICINE | $0 | $353,233 | $0 | $33,890 | $0 | $1,584 | $0 | $0 | $0 | $37,961 | $0 | $426,668 | $0 | $0 |
| JOHNSON MARK | ||||||||||||||
| FRMR SVP FIN OPS & CFO CORP ACCTG | $0 | $0 | $0 | $0 | $317,308 | $0 | $0 | $0 | $0 | $0 | $317,308 | $0 | $0 | $0 |
| COLLINS STEVEN | ||||||||||||||
| FMR VP&CFO, FIN PLAN ANAL & SUPP SVC | $0 | $0 | $0 | $0 | $110,769 | $0 | $0 | $0 | $0 | $0 | $110,769 | $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, BETH ISRAEL LAHEY HEALTH, INC. 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 | AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, 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 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 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. |
| FORM 990, PART VII, SECTION A, LINE 5 AND SCHEDULE J: | RON POPE SERVED AS SENIOR VICE PRESIDENT, REVENUE CYCLE AND RECEIVED $145,485 IN COMPENSATION FROM XTEND CONTRACTING FOR SERVICES RENDERED TO BETH ISRAEL LAHEY HEALTH, INC. SEE SCHEDULE J FOR ADDITIONAL DETAIL. ADDITIONAL EXPLANATORY NOTES: 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | ANTONAS, JULIE - FORMER MANAGING DIRECTOR, INVESTMENTS - BETH ISRAEL LAHEY HEALTH, INC. MS. ANTONAS' TERM ENDED IN THE POSITION ABOVE ON JUNE 21, 2024. 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. ANTONAS INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $234,587. BELL, JAMES - SENIOR VICE PRESIDENT & CHIEF INVESTMENT OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MR. BELL 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 MR. BELL INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $36,780. BROWN, KERRY - CHIEF OF STAFF - BETH ISRAEL LAHEY HEALTH, INC. MS. BROWN 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 MS. BROWN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $28,080. CARUCCI, DEAN UNLESS OTHERWISE NOTED, MR. CARUCCI SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIVISIONAL PRESIDENT, COMMUNITY - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - ANNA JAQUES HOSPITAL - ROLE BEGAN FEBRUARY 1, 2025 - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC - TRUSTEE - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TRUSTEE - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - EXETER HEALTH RESOURCES, INC. - TRUSTEE - EXETER HOSPITAL, INC. - TRUSTEE - THE JORDAN HEALTH SYSTEMS, INC - TRUSTEE - JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - WINCHESTER HOSPITAL AS NOTED, MR. CARUCCI 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. COLLINS, STEVEN - FORMER VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, FINANCIAL PLANNING ANALYSIS AND SUPPORT SERVICES - BETH ISRAEL LAHEY HEALTH, INC. MR. COLLINS'S TERM ENDED IN THE ABOVE POSITION ON APRIL 7, 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 MR. COLLINS INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $110,769. CULLEN, JENNIFER UNLESS OTHERWISE NOTED MS. CULLEN SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025. - PRESIDENT, BILH BEHAVIORAL HEALTH SERVICES - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE, BOARD CHAIR, AND PRESIDENT - CAB HEALTH AND RECOVERY SERVICES, INC. - TRUSTEE, BOARD CHAIR, AND PRESIDENT - HEALTH AND EDUCATION HOUSING SERVICES, INC - TRUSTEE, BOARD CHAIR, AND PRESIDENT (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION 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. DONOVAN, SHAWN - MANAGING DIRECTOR, INVESTMENTS - BETH ISRAEL LAHEY HEALTH, INC. MR. DONOVAN 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 MR. DONOVAN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $23,620. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DOSSANTOS, ESQ., DEBORAH - DEPUTY GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. MS. DOSSANTOS SERVED IN THE ABOVE POSITION 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 MS. DOSSANTOS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $16,451. DUTCHER, LORI - CHIEF COMPLIANCE OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MS. DUTCHER SERVED IN THE ABOVE POSITION 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 MS. DUTCHER INCLUDES PAYMENTS IN THE AMOUNT OF $14,021 FOR GROUP TERM LIFE INSURANCE. OTHER REPORTABLE COMPENSATION FOR MS. DUTCHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $11,780. FIELDS, MD., ROBERT UNLESS OTHERWISE NOTED BELOW, DR. FIELDS HELD THE FOLLOWING POSITIONS DURING FISCAL YEAR ENDING SEPTEMBER 30, 2025: - EXECUTIVE VICE PRESIDENT, CHIEF CLINICAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE - CAB HEALTH AND RECOVERY SERVICES, INC. - TRUSTEE - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. DR. FIELD'S POSITIONS AS PRESIDENT AND BOARD CHAIR FOR THE BILH PRIMARY CARE NETWORK ENDED ON DECEMBER 17, 2024. HE REMAINS A TRUSTEE ON THE ENTITIES BELOW WHERE THAT POSITION IS REPORTED: - PRESIDENT, BOARD CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - PRESIDENT, BOARD CHAIR & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - CHAIR, BILH PRIMARY CARE NETWORK - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - PRESIDENT, BILH PRIMARY CARE NETWORK - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY 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. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $92,885. 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. 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | - 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. FREIBOTT, DNP, RN, FACHE, PUNEET - CHIEF NURSING OFFICER - BETH ISRAEL LAHEY HEALTH, 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 MS. FREIBOTT INCLUDES PAYMENT IN THE AMOUNT OF $83,674 FOR TEMPORARY HOUSING. GIZMUNT, JENNIFER MS. GIZMUNT SERVED IN THE POSITIONS FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2025. - PRESIDENT, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BILH AT HOME - BETH ISRAEL LAHEY HEALTH, INC. - PRESIDENT (EX-OFFICIO), TRUSTEE, AND BOARD CHAIR - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - PRESIDENT, BILH CONTINUING CARE AND BILH AT HOME - NORTHEAST SENIOR HEALTH CORPORATION - PRESIDENT, BILH CONTINUING CARE AND BILH AT HOME - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TRUSTEE - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE - MS. GIZMUNT SERVED IN THIS ROLE UNTIL 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 MS. GIZMUNT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $17,980. HARRIS, SUSAN - EXECUTIVE VICE PRESIDENT & CHIEF HUMAN RESOURCES OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MS. HARRIS 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 MS. HARRIS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $60,930. OTHER REPORTABLE COMPENSATION FOR MS. HARRIS INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE AND TEMPORARY HOUSING IN THE AMOUNTS OF $11,910 AND $33,664, RESPECTIVELY. HEALY, PETER UNLESS OTHERWISE NOTED BELOW, MR. HEALY HELD THE POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIVISIONAL PRESIDENT, METRO BOSTON - BETH ISRAEL LAHEY HEALTH, INC. - PRESIDENT & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) AND CO-CHAIR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) - NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) - MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) - JOSLIN DIABETES CENTER, INC. - TRUSTEE - JOSLIN CLINIC, INC. MR. HEALY 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. HEALY INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $106,547. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. HEALY ALSO INCLUDES PAYMENTS IN THE AMOUNT OF $15,222 FOR GROUP TERM LIFE INSURANCE. HEHER, M.D., MPH, YAEL - CHIEF QUALITY OFFICER - BETH ISRAEL LAHEY HEALTH, INC. DR. HEHER 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. INCENTIVE COMPENSATION FOR DR. HEHER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $75,000. 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. - 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 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 - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC - TREASURER - EXETER HOSPITAL, INC. - TREASURER - 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | - 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 AND 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 AND TREASURER - NORTHEAST HEALTH SYSTEM, INC. - 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 AND TREASURER - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE AND TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE AND TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. AS NOTED, MR. HERNDON BEGAN SERVING IN THE POSITION(S) ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. ACCORDINGLY, SINCE MR. HERNDON DID NOT BEGIN SERVING IN HIS/HER POSITION(S) UNTIL CALENDAR YEAR 2025, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. HERZOG, STEPHEN - SENIOR DIRECTOR, INFORMATION TECHNOLOGY - BETH ISRAEL LAHEY HEALTH, INC. MR. HERZOG 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. INCENTIVE COMPENSATION FOR MR. HERZOG INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $150,000. OTHER REPORTABLE COMPENSATION FOR MR. HERZOG INCLUDES PAYMENTS FOR PTO PAID OUT IN THE AMOUNT OF $71,914. JOHNSON, MARK - FORMER SENIOR VICE PRESIDENT OF FINANCIAL OPERATIONS AND CORPORATE ACCOUNTING - BETH ISRAEL LAHEY HEALTH, INC. MR. JOHNSON'S TERM ENDED IN THE ABOVE POSITION ON AUGUST 4, 2023 DURING A 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. JOHNSON INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT $317,308. PART OR ALL OF THIS AMOUNT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. 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. JONES, TINA - ASSISTANT TREASURER, TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - DIVISIONAL CHIEF FINANCIAL OFFICER, PHARMACY AND DIVERSIFIED SERVICES - BETH ISRAEL LAHEY HEALTH, INC. AS NOTED, MS. JONES 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. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $102. 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. KIMBALL, MD., MPH., ALEXA B. UNLESS OTHERWISE NOTED BELOW, DR. KIMBALL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - PRESIDENT & CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO), - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - PRESIDENT AND DIRECTOR (EX-OFFICIO) - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) - TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO) (PRESIDENT & CHIEF EXECUTIVE OFFICER OF HMFP) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION, INC. |
| SCHEDULE J FOOTNOTES (CONTINUED): | - DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BIH PATHOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BIH RADIOLOGIC FOUNDATION, INC. AS REQUIRED IN 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 INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $12,943. LAPING, KRISTINE - CHIEF DEVELOPMENT OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MS. LAPING 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 MS. LAPING INCLUDES PAYMENTS IN THE AMOUNT OF $13,868 FOR GROUP TERM LIFE INSURANCE. IN ADDITION, OTHER REPORTABLE COMPENSATION FOR MS. LAPING INCLUDES PAYMENT FROM NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $37,230. LEPORE, KRISTEN MS. LEPORE'S POSITION BELOW ENDED ON MAY 24, 2024, DURING A PRIOR FISCAL PERIOD: - FORMER EXECUTIVE VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER - BETH ISRAEL LAHEY HEALTH, 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 MS. LEPORE INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $468,096. DEFERRED COMPENSATION FOR MS. LEPORE INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $809,135.00 TO BE PAID AFTER DECEMBER 31, 2024. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $86,730.00. MCCULLOUGH, M.D., DANIEL J. DR. MCCULLOUGH SERVED IN THE FOLLOWING POSITIONS BELOW DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025: - TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. - PHYSICIAN, FAMILY MEDICINE - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) AND BETH ISRAEL LAHEY HEALTH PRIMARY CARE - MEDICAL DIRECTOR - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION DURING WHICH TIME DR. MCCULLOUGH PROVIDED PATIENT CARE SERVICES AT NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. MILLER, AMY - CHIEF HEALTH INFORMATICS OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MS. MILLER 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. NESTO, MD., RICHARD DR. NESTO'S TERM ENDED IN THE FOLLOWING POSITIONS IN MARCH 2023, DURING A PRIOR FISCAL PERIOD.: - FORMER CHIEF MEDICAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - FORMER TRUSTEE (EX-OFFICIO, CEO DESIGNATE) ANNA JAQUES HOSPITAL, INC. - FORMER TRUSTEE SEACOAST AFFILIATES GROUP PRACTICE, INC. - FORMER TRUSTEE (EX-OFFICIO, CEO DESIGNATE) WINCHESTER HOSPITAL - FORMER TRUSTEE (EX-OFFICIO, CEO DESIGNATE) 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. AS NOTED ABOVE, DR. NESTO RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH BETH ISRAEL LAHEY HEALTH AND PREVIOUSLY WITH THE LAHEY HEALTH SYSTEM EFFECTIVE MARCH OF 2023. AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH CONTINUED INTO CALENDAR YEAR 2024. OTHER REPORTABLE COMPENSATION FOR DR. NESTO INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $630,769. PART OR ALL OF THIS AMOUNT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. OTHER REPORTABLE COMPENSATION FOR DR. NESTO ALSO INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $40,641. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION POPE, RON - SENIOR VICE PRESIDENT, REVENUE CYCLE - BETH ISRAEL LAHEY HEALTH, INC. MR. POPE 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. BASE COMPENSATION FOR MR. POPE INCLUDES PAYMENTS OF $145,485 FROM XTEND HEALTHCARE LLC AND RELATED TO SERVICES PROVIDED TO BETH ISREAL LAHEY HEALTH. OTHER REPORTABLE COMPENSATION FOR MR. POPE INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE AND TEMPORARY HOUSING IN THE AMOUNTS OF $2,786 AND $55,171, RESPECTIVELY. 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | - 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. ROBERTS, BETH-ANN - PRESIDENT, BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK - BETH ISRAEL LAHEY HEALTH, INC. MS. ROBERTS SERVED IN THE POSITION ABOVE FOR THE FULL 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 MS. ROBERTS INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $40,000. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. IN ADDITION, DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $26,330. ROWAN, MICHAEL MR. ROWAN SERVED IN THE FOLLOWING ROLES BEFORE HIS RETIREMENT ON DECEMBER 31, 2023: - FORMER EXECUTIVE VICE PRESIDENT, HOSPITAL AND AMBULATORY SERVICES - BETH ISRAEL LAHEY HEALTH, INC. - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. - FORMER TRUSTEE (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - NEW ENGLAND BAPTIST HOSPITAL - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - NORTHEAST HOSPITAL CORPORATION - FORMER TRUSTEE - COMMUNITY PHYSICIANS ASSOCIATES, INC. - FORMER TRUSTEE - THE JORDAN HEALTH SYSTEMS, INC. - FORMER TRUSTEE - JORDAN PHYSICIAN ASSOCIATES, INC. - FORMER TRUSTEE - BID - MILTON PHYSICIAN ASSOCIATES, INC. - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - JOSLIN CLINIC, INC. - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - JOSLIN DIABETES CENTER, INC. - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - ANNA JAQUES HOSPITAL, INC. - FORMER TRUSTEE (CEO DESIGNEE) - SEACOAST AFFILIATED GROUP PRACTICE, INC. - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - WINCHESTER HOSPITAL - FORMER TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - WINCHESTER HEALTHCARE MANAGEMENT, INC. - FORMER TRUSTEE (CEO DESIGNATE) - EXETER HOSPITAL, INC - FORMER TRUSTEE (CEO DESIGNATE) - EXETER HEALTH RESOURCES, 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. AS NOTED ABOVE, MR. ROWAN RETIRED FROM HIS POSITION AT BETH ISRAEL LAHEY HEALTH DURING A PRIOR FISCAL PERIOD. AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH BEGAN IN JANUARY 2024. OTHER REPORTABLE COMPENSATION FOR MR. ROWAN INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $1,153,846. OTHER REPORTABLE COMPENSATION FOR MR. ROWAN ALSO INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $138,030. SANDS, TOM UNLESS OTHERWISE NOTED BELOW, MR. SANDS HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - MARKET PRESIDENT NORTH SHORE - BETH ISRAEL LAHEY HEALTH, INC. - PRESIDENT AND TRUSTEE (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) AND PRESIDENT - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED ON DECEMBER 31, 2024 - TRUSTEE - ADDISON GILBERT SOCIETY, INC. - PRESIDENT & TRUSTEE (EX-OFFICIO) ANNA JACQUES HOSPITAL, INC. - TERM BEGAN ON JANUARY 9, 2025 - PRESIDENT & TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM BEGAN ON JANUARY 9, 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. SANDS INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $72,600. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. IN ADDITION, MR. SANDS' DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $30,930. 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. SZABO, MD, PHD, HON. SCD, GYONGYI DR. SZABO SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. - CHIEF ACADEMIC OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF ACADEMIC OFFICER & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | SANDS, TOM UNLESS OTHERWISE NOTED BELOW, MR. SANDS HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - MARKET PRESIDENT NORTH SHORE - BETH ISRAEL LAHEY HEALTH, INC. - PRESIDENT AND TRUSTEE (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) AND PRESIDENT - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED ON DECEMBER 31, 2024 - TRUSTEE - ADDISON GILBERT SOCIETY, INC. - PRESIDENT & TRUSTEE (EX-OFFICIO) - ANNA JACQUES HOSPITAL, INC. - TERM BEGAN ON JANUARY 9, 2025 - PRESIDENT & TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM BEGAN ON JANUARY 9, 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. SANDS INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $72,600. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. IN ADDITION, MR. SANDS' DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $30,930. 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. SZABO, MD, PHD, HON. SCD, GYONGYI DR. SZABO SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. - CHIEF ACADEMIC OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF ACADEMIC OFFICER & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. 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) - 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. IN ADDITION TO THE POSITIONS NOTED ABOVE, DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNEE WHO THEN BECAME THE VOTING TRUSTEE IN HIS PLACE: - TRUSTEE (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - MILTON, BID-MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATES - TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM - TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, THE JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL AND WINCHESTER HEALTHCARE MANAGEMENT - TRUSTEE (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. AND SEACOAST AFFILIATED GROUP PRACTICE - TRUSTEE (EX-OFFICIO) - JOSLIN DIABETES CENTER - TRUSTEE (EX-OFFICIO) - JOSLIN CLINIC - TRUSTEE (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - TRUSTEE (EX-OFFICIO) - EXETER HOSPITAL, INC. - TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. - TRUSTEE (EX-OFFICIO) - CAB HEALTH AND RECOVERY SERVICES, INC. - TRUSTEE (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TRUSTEE (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION 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. TANDON, MANU MR. TANDON SERVED IN THE FOLLOWING POSITION DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025: - CHIEF INFORMATION OFFICER - BETH ISRAEL LAHEY HEALTH, 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. TANDON INCLUDES PAYMENTS IN THE AMOUNT OF $10,578 FOR GROUP TERM LIFE INSURANCE. OTHER REPORTABLE COMPENSATION FOR MR. TANDON INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $82,908. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. WOODS, MATTHEW MR. WOODS HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - SENIOR VICE PRESIDENT, CORPORATE FINANCE - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL 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. |
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 | SUBSTANTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | INDEPENDENT CONTRACTOR | RelationshipDescriptionTxt |
| Transaction | $51,311,610 | TransactionAmt |
| Transaction | FROM TIME TO TIME, BETH ISRAEL LAHEY HEALTH, INC.'S SERVICE PROVIDERS AND/OR VENDORS MAY MAKE A CHARITABLE CONTRIBUTION TO BETH ISRAEL LAHEY HEALTH, INC. TO SUPPORT BETH ISRAEL LAHEY HEALTH, INC.'S TAX EXEMPT MISSION. ALL OF BETH ISRAEL LAHEY HEALTH, INC.'S AGREEMENTS WITH VENDORS AND SERVICE PROVIDERS ARE REVIEWED BY THE BETH ISRAEL LAHEY HEALTH (BILH) OFFICE OF GENERAL COUNSEL AND OTHER BILH FUNCTIONS PURSUANT TO BILH'S POLICIES AND PROCEDURES BEFORE THEY ARE SIGNED. NO AGREEMENTS INCLUDE QUID PRO QUO PROVISIONS REQUIRING SERVICE PROVIDERS AND/OR VENDORS TO MAKE CONTRIBUTIONS TO BETH ISRAEL LAHEY HEALTH, INC. NOR ARE ANY CONTRIBUTIONS TAKEN INTO ACCOUNT AS AN INDUCEMENT TO SIGN AN AGREEMENT. ALL SUCH CONTRIBUTIONS ARE GIFTS MADE OUT OF GENEROSITY OF THE SERVICE PROVIDER/VENDOR. TRANSACTIONS WITH THOSE DONORS ARE REPORTED IN THIS FORM 990 SCHEDULE L AS REQUIRED. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $120,932 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenuesTxt |
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 | $5,380 | 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 (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | BETH ISRAEL LAHEY HEALTH INC.'S MISSION IS TO SUPPORT ITS AFFILIATES AND THEIR HEALTHCARE MISSIONS, TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. AS A NETWORK ITS PURPOSE IS TO CREATE HEALTHIER COMMUNITIES ONE PERSON AT A TIME THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE AND INNOVATION. 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. BILH IS A PURPOSE-DRIVEN, VALUES-BASED ORGANIZATION THAT UNITES 39,000 PEOPLE WHO PROVIDE EXCEPTIONAL HEALTH CARE TO EVERYONE SERVED BY THE NETWORK. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | BETH ISRAEL LAHEY HEALTH INC.'S MISSION IS TO SUPPORT ITS AFFILIATES AND THEIR HEALTHCARE MISSIONS, TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. AS A NETWORK ITS PURPOSE IS TO CREATE HEALTHIER COMMUNITIES ONE PERSON AT A TIME THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE AND INNOVATION. 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. BILH IS A PURPOSE-DRIVEN, VALUES-BASED ORGANIZATION THAT UNITES 39,000 PEOPLE WHO PROVIDE EXCEPTIONAL HEALTH CARE TO EVERYONE SERVED BY THE NETWORK. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | BETH ISRAEL LAHEY HEALTH (BILH) IS THE PARENT AND A SUPPORT ORGANIZATION OF THE BILH NETWORK OF AFFILIATES. THE NETWORK IS AN INTEGRATED HEALTH CARE DELIVERY SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE 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 4,700 PHYSICIANS AND 39,000 EMPLOYEES. THE BILH NETWORK IS DELIVERING ON THE PROMISE TO BILH PATIENTS AND COMMUNITIES TO EXPAND ACCESS AND PROVIDE EXTRAORDINARY CARE, WHILE ALSO ADVANCING MEDICINE THROUGH DISCOVERY AND EDUCATION. 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, 2025 BILH'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, 2025 HOSPITAL 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. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE CONTINUED: | 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: 04-2104338 2. BETH ISRAEL DEACONESS HOSPITAL - MILTON EIN: 04-2103604 3. BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. EIN: XXX-XX-XXXX 4. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. EIN: 22-2667354 5. BETH ISRAEL DEACONESS MEDICAL CENTER, INC. EIN: 04-2103881 6. EXETER HOSPITAL, INC. EIN: 22-2674014 7. LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS EIN: 04-2704686 8. MOUNT AUBURN HOSPITAL EIN: 04-2103606 9. NEW ENGLAND BAPTIST HOSPITAL EIN: 04-2103612 10. NORTHEAST HOSPITAL CORPORATION EIN: 04-2121317 11. WINCHESTER HOSPITAL EIN: 04-2104434 EDUCATION AND RESEARCH FISCAL YEAR ENDED SEPTEMBER 30, 2025 RESEARCH 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, 2025 THROUGHOUT 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 ADDITIONAL 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 ACCESS DURING 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. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE CONTINUED: | INCREASED ACCESS TO COMMUNITY CARE AS 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. |
| 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 THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, BILH PROVIDES 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 ITS AFFILIATES. FORMS 1099 WERE ALL ISSUED IN THE BILH NAME AND UNDER THE BILH EIN. HOWEVER, IN ACCORDANCE WITH INSTRUCTIONS TO THIS FORM 990, BILH IS ONLY REPORTING THE NUMBER OF FORMS 1099 RELATED TO SERVICES PERFORMED FOR AND PAYMENTS RELATED TO, DIRECT ACTIVITIES OF BILH. EACH OTHER AFFILIATE REPORTED 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 | SUMMARY OF BETH ISRAEL LAHEY HEALTH, INC. (BILH) AMENDMENTS TO BY-LAWS EFFECTIVE DECEMBER 12, 2025 BETH ISRAEL LAHEY HEALTH, INC. MADE THE FOLLOWING AMENDMENT TO ITS BY-LAWS: ADDITION OF TWO OFFICERS: - DESIGNATED THAT THE BILH CHIEF FINANCIAL OFFICER FOR FINANCIAL OPERATIONS SERVES AS THE ASSISTANT TREASURER EX-OFFICIO; - DESIGNATED THAT THE BILH DEPUTY GENERAL COUNSEL SERVES AS THE ASSISTANT CLERK EX-OFFICIO. COMMITTEE NAME CHANGE - CHANGED THE NAME OF THE INFORMATION TECHNOLOGY COMMITTEE TO "TECHNOLOGY COMMITTEE" BROADENING THE COMMITTEE'S RESPONSIBILITIES TO OVERSEE NOT JUST INFORMATION TECHNOLOGY, BUT ALL TECHNOLOGY AND TECHNOLOGY INNOVATION. THE AMENDMENTS DID NOT IMPACT BILH'S PRIMARY MISSION, FUNCTION OR PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 BILH'S AFFILIATES 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. BILH'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. THE BILH 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 THE BILH BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVES AS THE DIRECT AND INDIRECT SOLE MEMBER OF THE BILH NETWORK OF AFFILIATES. BILH AND ALL ENTITIES IN THE BILH NETWORK ADHERE TO THE BILH CONFLICT OF INTEREST POLICY AND MAINTAIN WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICIES AT THE ENTITY LEVEL. PURSUANT TO THESE POLICIES, ALL NETWORK 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 NETWORK-WIDE COI-TQ PROCESS ANNUALLY. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES. DISCLOSURES FOR BILH EXECUTIVES AND KEY EMPLOYEES ARE ASSIGNED APPROPRIATE FOLLOW-UP ACTION IN ACCORDANCE WITH THE BILH POLICY. A SUMMARY OF POSITIVE RESPONSES RELATED TO EACH BILH AFFILIATE IS PROVIDED TO THE COMPLIANCE OFFICER FOR THAT ENTITY FOR REVIEW AND 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 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 BILH 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 BILH AND EACH OF ITS AFFILIATES TO COMPLETELY AND ACCURATELY RESPOND AND DISCLOSE IN 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 | 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 EXECUTIVE AND SENIOR MANAGEMENT, OFFICERS AND KEY EMPLOYEES 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 | BETH ISRAEL LAHEY HEALTH, INC.'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 IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 11,121,333. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,121,333. HR & BENEFITS SERVICES: PROGRAM SERVICE EXPENSES 10,885,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,885,294. REVENUE CYCLE MGMT SERVICES: PROGRAM SERVICE EXPENSES 50,990,022. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,990,022. COMM & MARKETING SERVICES: PROGRAM SERVICE EXPENSES 3,986,044. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,986,044. TRANSCRIPTION SERVICES: PROGRAM SERVICE EXPENSES 3,563,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,563,515. FINANCE & TAX CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 7,653,784. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,653,784. RECRUITMENT: PROGRAM SERVICE EXPENSES 5,198,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,198,150. HEALTHCARE MGMT CONSULTING: PROGRAM SERVICE EXPENSES 1,688,974. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,688,974. FUNDRAISING: PROGRAM SERVICE EXPENSES 2,293,391. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,293,391. QUALITY AND SAFETY: PROGRAM SERVICE EXPENSES 1,788,962. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,788,962. MEDICAL STAFF SERVICES: PROGRAM SERVICE EXPENSES 1,542,897. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,542,897. MICROFILMING AND PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 157,161. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,161. CONTRACT SERVICES SHARED: PROGRAM SERVICE EXPENSES 210,153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 210,153. MISCELLANEOUS SERVICES: PROGRAM SERVICE EXPENSES 5,919,075. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,919,075. OFFSITE STORAGE: PROGRAM SERVICE EXPENSES 1,208,098. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,208,098. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 258,208. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,208. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 1,249,612. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,249,612. INTERPRETER SERVICES: PROGRAM SERVICE EXPENSES 17,730. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,730. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 1,137,648. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,137,648. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS FROM AFFILIATES -12,400,531. |
| PART XII, LINE 2C: | THE BOSTON OFFICE OF KPMG PERFORMS AN ANNUAL AUDIT AND SIGNS A CONSOLIDATED FINANCIAL STATEMENT AUDIT OF BETH ISRAEL LAHEY HEALTH (BILH) AND ITS AFFILIATES. 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 Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC | |||||||||
| 247 STATION DRIVE SUITE NW1 | WESTWOOD | MA | 02090 | 841912872 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $43,778,645 | $374,955,450 | BETH ISRAEL LAHEY HEALTH INC |
| BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION LLC DBA BIDCO LLC | |||||||||
| 247 STATION DRIVE SUITE NW1 | WESTWOOD | MA | 02090 | 043426253 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $0 | $44,980,638 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC |
| LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION LLC | |||||||||
| 701 EDGEWATER PLACE SUITE 420 | WAKEFIELD | MA | 01880 | 455449249 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $0 | $27,066,679 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC |
| LAHEY CLINICAL PERFORMANCE NETWORK LLC | |||||||||
| 701 EDGEWATER PLACE SUITE 420 | WAKEFIELD | MA | 01880 | 273336906 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $0 | $70,810,057 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC |
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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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) | ||||||
| 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | 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 HOSPITAL INC DBA LAHEY HOSPITAL & MEDICAL CENTER AND LMC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 042704686 | HEALTHCARE | MA | 501(C)(3) | 3 | LAHEY CLINIC FOUNDATION 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | 0 | BETH ISRAEL DEACONESS MEDICAL CENTER INC | EXCLUDED | $12,412 | $135,258 | $200 | 0.01000 | |
| 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 | CT | 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 LLC | |||||||||||||||
| 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 | PHYSICIAN GROUP | 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 | 0 | 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 (141 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SEE PART VII | ||
| L | $163,148,360 | FMV |
| SEE PART VII | ||
| O | $380,252 | FMV |
| SEE PART VII | ||
| Q | $11,262,970 | FMV |
| SEE PART VII | ||
| R | $635,211 | FMV |
| SEE PART VII | ||
| S | $105,352,327 | FMV |
| SEE PART VII | ||
| L | $178,189,584 | FMV |
| SEE PART VII | ||
| O | $1,353,511 | FMV |
| SEE PART VII | ||
| P | $482,129 | FMV |
| SEE PART VII | ||
| Q | $12,153,089 | FMV |
| SEE PART VII | ||
| R | $18,743,451 | FMV |
| SEE PART VII | ||
| S | $123,897,046 | FMV |
| SEE PART VII | ||
| Q | $578,528 | FMV |
| SEE PART VII | ||
| L | $157,025,020 | FMV |
| SEE PART VII | ||
| O | $466,993 | FMV |
| SEE PART VII | ||
| P | $468,339 | FMV |
| SEE PART VII | ||
| Q | $9,917,587 | FMV |
| SEE PART VII | ||
| R | $32,279,588 | FMV |
| SEE PART VII | ||
| S | $172,048,090 | FMV |
| SEE PART VII | ||
| J | $77,931 | FMV |
| SEE PART VII | ||
| L | $3,320,073,233 | FMV |
| SEE PART VII | ||
| O | $1,183,652 | FMV |
| SEE PART VII | ||
| P | $1,083,809 | FMV |
| SEE PART VII | ||
| Q | $161,556,334 | FMV |
| SEE PART VII | ||
| R | $73,156,507 | FMV |
| SEE PART VII | ||
| S | $3,463,458,070 | FMV |
| SEE PART VII | ||
| L | $1,507,059 | FMV |
| SEE PART VII | ||
| R | $163,250 | FMV |
| SEE PART VII | ||
| S | $1,211,535 | FMV |
| SEE PART VII | ||
| L | $136,439,186 | FMV |
| SEE PART VII | ||
| O | $531,820 | FMV |
| SEE PART VII | ||
| P | $259,387 | FMV |
| SEE PART VII | ||
| Q | $9,616,692 | FMV |
| SEE PART VII | ||
| R | $31,305,908 | FMV |
| SEE PART VII | ||
| S | $172,707,729 | FMV |
| SEE PART VII | ||
| L | $346,724,568 | FMV |
| SEE PART VII | ||
| O | $6,070,624 | FMV |
| SEE PART VII | ||
| P | $434,219 | FMV |
| SEE PART VII | ||
| Q | $21,572,983 | FMV |
| SEE PART VII | ||
| R | $71,867,037 | FMV |
| SEE PART VII | ||
| S | $392,177,236 | FMV |
| SEE PART VII | ||
| L | $136,150,354 | FMV |
| SEE PART VII | ||
| Q | $9,291,891 | FMV |
| SEE PART VII | ||
| R | $19,838,892 | FMV |
| SEE PART VII | ||
| S | $52,391,484 | FMV |
| SEE PART VII | ||
| L | $492,113,052 | FMV |
| SEE PART VII | ||
| O | $2,766,590 | FMV |
| SEE PART VII | ||
| Q | $720,992 | FMV |
| SEE PART VII | ||
| R | $1,482,605 | FMV |
| SEE PART VII | ||
| S | $881,782,940 | FMV |
| SEE PART VII | ||
| L | $44,779,426 | FMV |
| SEE PART VII | ||
| O | $215,750 | FMV |
| SEE PART VII | ||
| Q | $5,826,288 | FMV |
| SEE PART VII | ||
| R | $18,623,549 | FMV |
| SEE PART VII | ||
| S | $61,330,222 | FMV |
| SEE PART VII | ||
| L | $4,906,285 | FMV |
| SEE PART VII | ||
| Q | $358,622 | FMV |
| SEE PART VII | ||
| R | $2,008,414 | FMV |
| SEE PART VII | ||
| S | $2,536,595 | FMV |
| SEE PART VII | ||
| L | $3,204,131 | FMV |
| SEE PART VII | ||
| M | $3,389,620 | FMV |
| SEE PART VII | ||
| K | $3,874,208 | FMV |
| SEE PART VII | ||
| L | $5,899,962 | FMV |
| SEE PART VII | ||
| P | $5,310,520 | FMV |
| SEE PART VII | ||
| Q | $5,952,243 | FMV |
| SEE PART VII | ||
| R | $12,285,112 | FMV |
| SEE PART VII | ||
| Q | $165,099 | FMV |
| SEE PART VII | ||
| L | $43,586,414 | FMV |
| SEE PART VII | ||
| O | $299,259 | FMV |
| SEE PART VII | ||
| R | $2,513,733 | FMV |
| SEE PART VII | ||
| S | $29,492,212 | FMV |
| SEE PART VII | ||
| L | $56,740,992 | FMV |
| SEE PART VII | ||
| P | $8,000,480 | FMV |
| SEE PART VII | ||
| S | $65,499,641 | FMV |
| SEE PART VII | ||
| L | $1,035,550,962 | FMV |
| SEE PART VII | ||
| O | $877,119 | FMV |
| SEE PART VII | ||
| P | $1,778,931 | FMV |
| SEE PART VII | ||
| Q | $76,206,340 | FMV |
| SEE PART VII | ||
| R | $141,489,088 | FMV |
| SEE PART VII | ||
| S | $1,223,944,680 | FMV |
| SEE PART VII | ||
| L | $311,162,435 | FMV |
| SEE PART VII | ||
| O | $575,117 | FMV |
| SEE PART VII | ||
| P | $5,672,745 | FMV |
| SEE PART VII | ||
| Q | $36,162,227 | FMV |
| SEE PART VII | ||
| R | $139,038,573 | FMV |
| SEE PART VII | ||
| S | $363,012,629 | FMV |
| SEE PART VII | ||
| S | $3,835,762 | FMV |
| SEE PART VII | ||
| L | $306,922,167 | FMV |
| SEE PART VII | ||
| O | $820,741 | FMV |
| SEE PART VII | ||
| P | $790,816 | FMV |
| SEE PART VII | ||
| Q | $24,600,344 | FMV |
| SEE PART VII | ||
| R | $47,658,443 | FMV |
| SEE PART VII | ||
| S | $446,164,114 | FMV |
| SEE PART VII | ||
| L | $101,100,360 | FMV |
| SEE PART VII | ||
| O | $259,422 | FMV |
| SEE PART VII | ||
| P | $240,238 | FMV |
| SEE PART VII | ||
| Q | $242,511 | FMV |
| SEE PART VII | ||
| R | $19,616,882 | FMV |
| SEE PART VII | ||
| S | $19,003,715 | FMV |
| SEE PART VII | ||
| L | $72,429,908 | FMV |
| SEE PART VII | ||
| O | $306,807 | FMV |
| SEE PART VII | ||
| Q | $10,310,134 | FMV |
| SEE PART VII | ||
| R | $21,368,253 | FMV |
| SEE PART VII | ||
| S | $56,327,582 | FMV |
| SEE PART VII | ||
| L | $201,160,407 | FMV |
| SEE PART VII | ||
| O | $595,012 | FMV |
| SEE PART VII | ||
| P | $4,649,925 | FMV |
| SEE PART VII | ||
| Q | $11,322,899 | FMV |
| SEE PART VII | ||
| R | $27,401,303 | FMV |
| SEE PART VII | ||
| S | $220,615,315 | FMV |
| SEE PART VII | ||
| L | $13,128,802 | FMV |
| SEE PART VII | ||
| Q | $370,462 | FMV |
| SEE PART VII | ||
| R | $5,270,664 | FMV |
| SEE PART VII | ||
| S | $11,017,287 | FMV |
| SEE PART VII | ||
| L | $441,623,813 | FMV |
| SEE PART VII | ||
| O | $770,838 | FMV |
| SEE PART VII | ||
| P | $748,827 | FMV |
| SEE PART VII | ||
| Q | $31,545,746 | FMV |
| SEE PART VII | ||
| R | $53,787,432 | FMV |
| SEE PART VII | ||
| S | $502,189,868 | FMV |
| SEE PART VII | ||
| J | $86,648 | FMV |
| SEE PART VII | ||
| L | $45,248,664 | FMV |
| SEE PART VII | ||
| O | $426,902 | FMV |
| SEE PART VII | ||
| Q | $7,540,038 | FMV |
| SEE PART VII | ||
| R | $10,159,682 | FMV |
| SEE PART VII | ||
| S | $60,847,439 | FMV |
| SEE PART VII | ||
| L | $6,267,871 | FMV |
| SEE PART VII | ||
| O | $157,213 | FMV |
| SEE PART VII | ||
| Q | $532,744 | FMV |
| SEE PART VII | ||
| R | $735,832 | FMV |
| SEE PART VII | ||
| S | $7,495,164 | FMV |
| SEE PART VII | ||
| L | $14,696,205 | FMV |
| SEE PART VII | ||
| R | $5,254,580 | FMV |
| SEE PART VII | ||
| S | $8,563,454 | FMV |
| SEE PART VII | ||
| L | $982,778 | FMV |
| SEE PART VII | ||
| L | $270,547,735 | FMV |
| SEE PART VII | ||
| O | $796,243 | FMV |
| SEE PART VII | ||
| P | $257,400 | FMV |
| SEE PART VII | ||
| Q | $25,894,950 | FMV |
| SEE PART VII | ||
| R | $41,365,554 | FMV |
| SEE PART VII | ||
| S | $365,858,750 | FMV |
| SEE PART VII | ||
| L | $1,852,528 | FMV |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ADDITIONAL DETAIL FOR PART V QUESTION 2 | BETH ISRAEL LAHEY HEALTH, INC. - AS NOTED THROUGHOUT THIS FORM 990, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVES OF THE DIRECT OR INDIRECT SOLE MEMBER OF THE AFFILIATES IN THE BILH NETWORK. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS AN ENTITY INTEGRALLY RELATED TO BETH ISRAEL DEACONESS MEDICAL CENTER AND OTHER AFFILIATES ACROSS THE BILH NETWORK. HMFP SERVES AS THE DIRECT AND INDIRECT SOLE MEMBER OF ITS AFFILIATES. ALL OF THESE ENTITIES ARE RELATED. IN ITS CAPACITY AS A SUPPORT ORGANIZATION TO THE BILH ITS NETWORK OF 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. ADDITIONAL INFORMATION IS BELOW. |
| FORM 990, SCH R, PART V, LN 1S - OTHER TRANSFER OF CASH/PROP FROM RO | DURING THE PERIOD COVERED BY THIS FILING AND AS PART OF ITS CASH MANAGEMENT FUNCTION ACROSS THE BILH NETWORK OF AFFILIATES, ONE OR MORE OF ITS AFFILIATED ENTITIES TRANSFERRED CASH TO BILH IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. ADDITIONAL DETAILS ON THE SERVICES PROVIDED BY BILH TO ITS AFFILIATES, INCLUDING ITS ROLE IN CASH MANAGEMENT FOR THE NETWORK OF AFFILIATES IS AT THE BEGINNING OF THE DETAIL PROVIDED IN THIS SCHEDULE R PART VII: 1. ANNA JAQUES HOSPITAL - CASH TRANSFERS: $105,352,327 2. MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE - CASH TRANSFERS: $123,897,046 3. BETH ISRAEL DEACONESS HOSPITAL-MILTON - A. OTHER TRANSFERS: $617,707 B. CASH TRANSFERS: $171,430,383 4. BETH ISRAEL DEACONESS MEDICAL CENTER - A. OTHER TRANSFERS: $2,131,764 B. REBATES: $8,161,262 C. CASH TRANSFERS: $3,453,165,044 5. BID-MILTON PHYSICIAN ASSOCIATES - CASH TRANSFERS: $1,211,535 6. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM - A. REBATES: $456,159 B. OTHER TRANSFERS: $234,545 C. CASH TRANSFERS: $172,017,025 7. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH - A. REBATES: $55,536 B. OTHER TRANSFERS - REVENUE: $261,243 C. CASH TRANSFERS: $391,860,457 8. BETH ISRAEL LAHEY HEALTH PRIMARY CARE - A. OTHER TRANSFERS: $114,021 B. CASH TRANSFERS: $52,277,463 9. BETH ISRAEL LAHEY HEALTH PHARMACY - A. CASH TRANSFERS: $881,782,940 10. BETH ISRAEL LAHEY HEALTH SPECIALTY CARE - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $540,233 B. OTHER TRANSFERS: $1,204,299 C. TRANSFERS - FUNDS RELATED TO LCPN OPERATIONS: $573,914 D. CASH TRANSFERS: $59,011,776 11. COMMUNITY PHYSICIANS ASSOCIATES - CASH TRANSFERS: $2,536,595 12. JORDAN PHYSICIAN ASSOCIATES - CASH TRANSFERS: $29,491,932 13. LAHEY CLINIC FOUNDATION - CASH TRANSFERS: $65,499,641 14. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $6,373,020 B. TRANSFERS - REBATES & REFUNDS: $7,401,943 C. CASH TRANSFERS: $1,210,156,185 15. LAHEY CLINIC, INC. - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $1,716,716 B. OTHER TRANSFERS: $370,658 C. TRANSFERS - REFUNDS AND REBATES: $1,110,548 D. TRANSFERS - RELATED TO LCPN OPERATIONS: $4,059,975 E. CASH TRANSFERS: $355,754,732 16. LAHEY HEALTH SHARED SERVICES - OTHER TRANSFERS: $3,787,569 17. MOUNT AUBURN HOSPITAL - A. OTHER TRANSFERS: $1,541,747 B. CASH TRANSFERS: $444,622,367 18. MOUNT AUBURN PROFESSIONAL SERVICES, INC. - CASH TRANSFERS: $19,003,715 19. NORTHEAST BEHAVIORAL HEALTH CORPORATION - CASH TRANSFERS: $56,327,582 20. NEW ENGLAND BAPTIST HOSPITAL - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $7,634,647 B. TRANSFERS - REBATES: $889,118 C. CASH TRANSFERS: $212,091,550 21. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $342,912 B. CASH TRANSFERS: $10,674,375 22. NORTHEAST HOSPITAL CORPORATION - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $2,501,143 B. TRANSFERS - REBATES & REFUNDS: $1,682,178 C. TRANSFERS - OTHER: $59,385 D. TRANSFERS - PATIENT CARE: $1,641,554 E. CASH TRANSFERS: $496,305,608 23. NORTHEAST PROFESSIONAL REGISTRY OF NURSES - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $4,620,418 B. OTHER TRANSFERS: $87,368 C. CASH TRANSFERS: $56,139,653 24. NORTHEAST SENIOR HEALTH CORPORATION - CASH TRANSFERS: $7,495,164 25. SEACOAST AFFILIATED GROUP PRACTICE - CASH TRANSFERS: $8,563,454 26. WINCHESTER HOSPITAL - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $1,964,262 B. TRANSFERS - CASH, OTHER: $667,056 C. TRANSFERS - REFUNDS AND REBATES: $1,871,264 D. CASH TRANSFERS: $361,356,168 |
| FORM 990, SCH R, PART V, LN 1J - LEASE OF FAC/EQUIP/OTHER ASSETS TO RO | AS PART OF THE CLOSE CONNECTION BETWEEN BILH, BETH ISRAEL DEACONESS MEDICAL CENTER (("BIDMC") A RELATED ENTITY EXEMPT UNDER IRC 501(C)(3)), AND NORTHEAST PROFESSIONAL REGISTRY OF NURSES ("NPRN") A RELATED ENTITY EXEMPT UNDER IRC 501(C)(3)), BIDMC AND NPRN LEASE SPACE FROM BILH TO USE IN FURTHERANCE OF THE BIDMC, NPRN, AND BILH TAX-EXEMPT PURPOSES. BIDMC AND NPRN PAID BILH $77,931 AND $86,648, RESPECTIVELY, FOR SPACE RENTAL. |
| FORM 990, SCH R, PART V, LN 1K - LEASE OF FAC/EQUIP/OTHER ASSETS FROM RO | AS PART OF THE CLOSE CONNECTION BETWEEN BILH AND JOSLIN DIABETES CENTER (("JDC") A RELATED ENTITY EXEMPT UNDER IRC 501(C)(3)), BILH LEASES SPACE FROM JDC TO USE IN FURTHERANCE OF THE JDC AND BILH TAX-EXEMPT PURPOSES. BILH PAID JDC $3,874,208 FOR SPACE RENTAL. |
| FORM 990, SCH R, PART V, LN 1L - PERF OF SVCS/MEMBERSHIP/FUNDRAISING FOR RO | AS NOTED ABOVE BILH PROVIDES CENTRALIZED MANAGEMENT SUPPORT TO, AND OVERSEES THE FINANCIAL WELL-BEING OF, ITS NETWORK OF SUPPORTED ORGANIZATIONS. IN THAT CAPACITY DURING THE PERIOD COVERED BY THIS FILING, BILH PROVIDED THE FOLLOWING SERVICES NOTED TO ITS TAX-EXEMPT AFFILIATES: 1. ANNA JAQUES HOSPITAL - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $51,143,064 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $93,368,373 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $18,636,923 2. MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $52,748,209 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $111,226,140 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $14,215,235 3. BETH ISRAEL DEACONESS MEDICAL CENTER - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $817,314,222 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $1,903,427,591 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $283,998,696 D. TRANSFERS - EMPLOYEE PAYROLL TAXES: $315,332,724 4. BETH ISRAEL DEACONESS HOSPITAL-MILTON - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $55,079,850 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $79,102,804 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $22,842,366 5. BID-MILTON PHYSICIAN ASSOCIATES - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $1,507,059 6. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $52,508,587 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $62,211,736 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $21,718,763 7. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $113,538,396 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $177,577,526 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $55,608,646 8. BETH ISRAEL LAHEY HEALTH PRIMARY CARE - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $38,986,711 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $87,343,812 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $9,819,831 9. BETH ISRAEL LAHEY HEALTH PHARMACY - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $492,113,052 10. BETH ISRAEL LAHEY HEALTH SPECIALTY CARE - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $29,612,830 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $11,933,610 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $3,232,986 11. COMMUNITY PHYSICIANS ASSOCIATES - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $3,598,410 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $1,307,875 12. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $3,204,131 13. JOSLIN DIABETES CENTER - CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $5,899,962 14. JORDAN PHYSICIAN ASSOCIATES - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $43,586,414 15. LAHEY CLINIC FOUNDATION - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $56,740,992 16. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $340,642,563 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $503,244,967 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $191,663,432 17. LAHEY CLINIC, INC. - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $293,314,046 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $17,848,389 18. MOUNT AUBURN HOSPITAL - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $104,095,854 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $152,223,222 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $50,603,091 19. MOUNT AUBURN PROFESSIONAL SERVICES, INC. - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $46,447,164 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $50,678,098 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $3,975,098 20. NORTHEAST BEHAVIORAL HEALTH CORPORATION - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $51,997,787 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $14,392,957 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $6,039,164 21. NEW ENGLAND BAPTIST HOSPITAL - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $58,043,667 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $114,219,134 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $28,897,606 22. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $12,245,271 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $883,531 23. NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $138,926,355 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $239,905,819 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $62,791,639 24. NORTHEAST PROFESSIONAL REGISTRY OF NURSES - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $29,232,421 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $8,571,305 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $7,435,375 25. NORTHEAST SENIOR HEALTH CORPORATION - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $2,338,744 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $2,543,404 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $1,385,723 26. SEACOAST AFFILIATED GROUP PRACTICE - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $10,840,830 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $3,855,375 27. SEACOAST NURSING AND REHAB CENTER - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $982,778 28. WINCHESTER HOSPITAL - A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $110,334,583 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $113,809,513 C. CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $46,403,639 29. WINCHESTER HOSPITAL FOUNDATION - CENTRALIZED SUPPORT AND MANAGEMENT AND OTHER SERVICES (SEE DETAIL ABOVE): $1,852,328 |
| FORM 990, SCH R, PART V, LN 1M - PERF OF SVCS/MEMBERSHIP/FUNDRAISING BY RO | AS NOTED THROUGHOUT THIS FILING, BILH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF BILH'S AFFILIATES PROVIDED SERVICES TO BILH IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BILH RECEIVED THE FOLLOWING SERVICES FROM ITS TAX-EXEMPT AFFILIATES: 1. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - A. EPIC IMPLEMENTATION SUPPORT SERVICES: $2,301,630 B. SALARY AND FRINGE SUPPORT: $1,087,990 |
| FORM 990, SCH R, PART V, LN 1O - SHARING OF PAID EMPLOYEES WITH RO | 1. BETH ISRAEL DEACONESS MEDICAL CENTER - SHARING OF EMPLOYEES: $1,183,652 2. BETH ISRAEL DEACONESS HOSPITAL-MILTON - SHARING OF EMPLOYEES: $466,993 3. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM - SHARING OF EMPLOYEES: $531,820 4. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH - SHARING OF EMPLOYEES: $6,070,624 5. BETH ISRAEL LAHEY HEALTH PHARMACY - SHARING OF EMPLOYEES: $2,766,590 6. JORDAN PHYSICIAN ASSOCIATES - SHARING OF EMPLOYEES: $299,259 7. MOUNT AUBURN PROFESSIONAL SERVICES, INC. - SHARING OF EMPLOYEES: $129,711 8. NORTHEAST PROFESSIONAL REGISTRY OF NURSES - SHARING OF EMPLOYEES: $426,902 9. NORTHEAST SENIOR HEALTH CORPORATION - SHARING OF EMPLOYEES: $157,213 10. WINCHESTER HOSPITAL - SHARING OF EMPLOYEES: $796,243 11. NORTHEAST BEHAVIORAL HEALTH CORPORATION - SHARING OF EMPLOYEES: $306,807 12. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - SHARING OF EMPLOYEES: $877,119 LAHEY CLINIC, INC. - SHARING OF EMPLOYEES: $575,117 13. BETH ISRAEL LAHEY HEALTH SPECIALTY CARE - SHARING OF EMPLOYEES: $215,750 14. NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS- SHARING OF EMPLOYEES: $770,838 15. ANNA JAQUES HOSPITAL - SHARING OF EMPLOYEES: $380,252 16. MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE - SHARING OF EMPLOYEES: $1,353,511 17. MOUNT AUBURN HOSPITAL - SHARING OF EMPLOYEES: $820,741 18. NEW ENGLAND BAPTIST HOSPITAL - SHARING OF EMPLOYEES: $595,012 |
| FORM 990, SCH R, PART V, LN 1P - REIMBURSEMENT PAID TO RO FOR EXPENSES | BILH REIMBURSED ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED ON BEHALF OF BILH IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BILH MADE THE FOLLOWING REIMBURSEMENTS FOR EXPENSES TO ITS AFFILIATES: 1. MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE - SALARIES AND BENEFITS REIMBURSEMENTS: $482,129 2. BETH ISRAEL DEACONESS MEDICAL CENTER - REIMBURSEMENTS FOR OPERATIONAL AND ADMINISTRATIVE COSTS: $1,083,809 3. BETH ISRAEL DEACONESS HOSPITAL-MILTON - A. REIMBURSEMENT FOR CARE IN THE COMMUNITY RELATED TO ALCOHOL AND DRUG TREATMENT (AOD) MONITORSHIP: $334,564 B. ADMINISTRATIVE EXPENSES - CREDIT CARD FEES: $133,775 4. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM - A. CREDIT CARD PROCESSING AND BILLING FEES: $132,946 B. ADMINISTRATIVE EXPENSES: $126,441 5. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH - ADMINISTRATIVE REIMBURSEMENTS: $434,219 6. JOSLIN DIABETES CENTER - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $2,307,232 B. SALARIES AND BENEFITS REIMBURSEMENTS: $3,003,288 7. LAHEY CLINIC FOUNDATION - BENEFITS AND ADMINISTRATIVE EXPENSES: $8,000,480 8. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $618,364 B. SALARIES AND BENEFITS REIMBURSEMENTS: $1,160,567 9. LAHEY CLINIC, INC. - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $226,047 B. SALARIES AND BENEFITS REIMBURSEMENTS: $5,446,698 10. MOUNT AUBURN HOSPITAL - OPERATIONAL AND ADMINISTRATIVE COSTS: $790,816 11. MOUNT AUBURN PROFESSIONAL SERVICES, INC. - OPERATIONAL AND ADMINISTRATIVE COSTS: $240,238 12. NEW ENGLAND BAPTIST HOSPITAL - OPERATIONAL AND ADMINISTRATIVE COSTS: $4,649,925 13. NORTHEAST HOSPITAL CORPORATION - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $73,444 B. SALARIES AND BENEFITS REIMBURSEMENTS: $675,383 14. WINCHESTER HOSPITAL A. OPERATIONAL AND ADMINISTRATIVE COSTS: $191,023 B. SALARIES AND BENEFITS REIMBURSEMENTS: $66,377 |
| FORM 990, SCH R, PART V, LN 1Q - REIMBURSEMENT PAID BY RO FOR EXPENSES | BILH WAS REIMBURSED BY ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BILH RECEIVED THE FOLLOWING REIMBURSEMENTS FOR EXPENSES FROM ITS TAX-EXEMPT AFFILIATES: 1. ANNA JAQUES HOSPITAL - SALARIES AND BENEFITS REIMBURSEMENTS: $11,262,970 2. MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE - SALARIES AND BENEFITS REIMBURSEMENTS: $12,153,089 3. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. D/B/A LONGWOOD SPECIALTY PHYSICIANS - INFORMATION SYSTEMS ASSESSMENTS: $578,528 4. BETH ISRAEL DEACONESS MEDICAL CENTER - A. SALARIES AND BENEFITS REIMBURSEMENTS: $159,920,934 B. OPERATIONAL AND ADMINISTRATIVE COSTS: $1,635,400 5. BETH ISRAEL DEACONESS HOSPITAL-MILTON - EMPLOYEE SALARY AND BENEFITS REIMBURSEMENTS $9,917,587 6. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM - A. SALARIES AND BENEFITS REIMBURSEMENTS: $9,539,389 B. OPERATIONAL AND ADMINISTRATIVE COSTS: $77,303 7. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH - SALARIES AND BENEFITS REIMBURSEMENTS: $21,572,983 8. BETH ISRAEL LAHEY HEALTH PRIMARY CARE - SALARIES AND BENEFITS REIMBURSEMENTS: $9,291,891 9. BETH ISRAEL LAHEY HEALTH PHARMACY - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $55,154 B. SALARIES AND BENEFITS REIMBURSEMENTS: $665,838 10. BETH ISRAEL LAHEY HEALTH SPECIALTY CARE - SALARIES AND BENEFITS REIMBURSEMENTS: $5,826,288 11. COMMUNITY PHYSICIANS ASSOCIATES - BENEFITS REIMBURSEMENTS: $358,622 12. JOSLIN DIABETES CENTER - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $63,395 B. SALARIES AND BENEFITS REIMBURSEMENTS: $5,888,848 13. THE JORDAN HEALTH SYSTEMS, INC. - SALARIES AND BENEFITS REIMBURSEMENTS: $165,099 14. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $794,547 B. SALARIES AND BENEFITS REIMBURSEMENTS: $75,411,793 15. LAHEY CLINIC, INC. - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $123,652 B. SALARIES AND BENEFITS REIMBURSEMENTS: $36,038,575 16. MOUNT AUBURN HOSPITAL - SALARIES AND BENEFITS REIMBURSEMENTS: $24,600,344 17. MOUNT AUBURN PROFESSIONAL SERVICES - SALARIES AND BENEFITS REIMBURSEMENTS: $242,511 18. NORTHEAST BEHAVIORAL HEALTH CORPORATION - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $148,667 B. SALARIES AND BENEFITS REIMBURSEMENTS: $10,161,467 19. NEW ENGLAND BAPTIST HOSPITAL - SALARIES AND BENEFITS REIMBURSEMENTS: $11,322,899 20. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES - SALARIES AND BENEFITS REIMBURSEMENTS: $370,462 21. NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $149,260 B. SALARIES AND BENEFITS REIMBURSEMENTS: $31,396,486 22. NORTHEAST PROFESSIONAL REGISTRY OF NURSES - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $294,433 B. SALARIES AND BENEFITS REIMBURSEMENTS: $7,245,605 23. NORTHEAST SENIOR HEALTH CORPORATION - SALARIES AND BENEFITS REIMBURSEMENTS: $529,846 24. WINCHESTER HOSPITAL - A. OPERATIONAL AND ADMINISTRATIVE COSTS: $137,756 B. SALARIES AND BENEFITS REIMBURSEMENTS: $25,757,194 |
| FORM 990, SCH R, PART V, LN 1R - OTHER TRANSFER OF CASH/PROP TO RO | AS NOTED ABOVE AND AS PART OF CASH MANAGEMENT ACROSS THE BILH NETWORK OF AFFILIATES, DURING THE PERIOD COVERED BY THIS FILING BILH TRANSFERRED CASH TO ONE OR MORE OF ITS TAX-EXEMPT AFFILIATES: 1. ANNA JAQUES HOSPITAL - A. OTHER TRANSFERS: $187,748 B. NET ASSET TRANSFERS TO SUPPORT THE PROVISION OF CARE IN THE COMMUNITY: $447,463 2. MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE - OTHER TRANSFERS: $18,743,451 3. BETH ISRAEL DEACONESS HOSPITAL-MILTON - A. NET ASSET TRANSFERS: $334,564 B. TRANSFERS - EMPLOYEE PAYROLL TAXES: $20,252,447 C. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $11,462,214 D. FUNDS TRANSFERS - BILHPN: $216,677 4. BETH ISRAEL DEACONESS MEDICAL CENTER - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $68,582,132 B. OTHER TRANSFERS: $354,873 C. REFUNDS: $1,284,694 D. INVENTORY TRANSFER: $2,659,593 E. GRANT EXPENSES: $239,215 5. BID-MILTON PHYSICIAN ASSOCIATES - EPIC CIP: $163,250 6. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM - A. TRANSFERS - EMPLOYEE PAYROLL TAXES: $19,724,799 B. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $11,186,622 C. REFUNDS: $157,219 D. FUNDS TRANSFERS - BILHPN: $224,931 7. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH - A. TRANSFERS - EMPLOYEE PAYROLL TAXES: $43,634,798 B. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $27,926,027 C. PATIENT REFUNDS: $191,856 D. FUNDS TRANSFERS - BILHPN: $114,356 8. BETH ISRAEL LAHEY HEALTH PRIMARY CARE - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $1,421,187 B. TRANSFERS - EMPLOYEE PAYROLL TAXES: $18,381,016 9. BETH ISRAEL LAHEY HEALTH PHARMACY - TRANSFERS - REBATES: $1,482,605 10. BETH ISRAEL LAHEY HEALTH SPECIALTY CARE - TRANSFERS - EMPLOYEE PAYROLL TAXES: $18,606,628 11. COMMUNITY PHYSICIANS ASSOCIATES - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $363,758 B. TRANSFERS - EMPLOYEE PAYROLL TAXES: $1,642,275 12. JOSLIN DIABETES CENTER - A. NET ASSET TRANSFERS: $11,618,489 B. INSURANCE PREMIUM REBATE: $200,747 C. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $465,876 13. JORDAN PHYSICIAN ASSOCIATES - TRANSFERS RELATED TO EPIC IMPLEMENTATION: $2,476,625 14. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - A. OTHER TRANSFERS - ASSETS, CASH, ETC.: $157,220 B. TRANSFERS - REFUNDS: $1,687,215 C. TRANSFERS - INVENTORY: $2,963,454 D. TRANSFERS - EMPLOYEE PAYROLL TAXES: $135,456,884 E. TRANSFERS - FUNDS RELATED TO BILHPN OPERATIONS: $1,068,141 F. TRANSFERS - FUNDS RELATED TO LCPN OPERATIONS: $156,174 15. LAHEY CLINIC, INC. - A. TRANSFERS - REFUNDS: $1,458,220 B. OTHER TRANSFERS: $61,083 C. TRANSFERS - EMPLOYEE PAYROLL TAXES: $137,412,378 D. TRANSFERS - FUNDS RELATED TO BILHPN OPERATIONS: $106,892 16. MOUNT AUBURN HOSPITAL - A. TRANSFERS - INVENTORY: $814,143 B. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $7,019,760 C. TRANSFERS - EMPLOYEE PAYROLL TAXES: $39,793,712 17. MOUNT AUBURN PROFESSIONAL SERVICES, INC. - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $1,412,655 B. TRANSFERS - EMPLOYEE PAYROLL TAXES: $18,202,656 18. NORTHEAST BEHAVIORAL HEALTH CORPORATION - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $2,479,754 B. TRANSFERS - EMPLOYEE PAYROLL TAXES: $18,888,376 19. NEW ENGLAND BAPTIST HOSPITAL - A. TRANSFER - INVENTORY: $1,777,119 B. TRANSFERS - EMPLOYEE PAYROLL TAXES: $22,689,567 C. OTHER TRANSFERS: $2,934,617 20. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES - TRANSFERS - EMPLOYEE PAYROLL TAXES: $5,269,617 21. NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS- A. TRANSFERS - REFUNDS, REVENUE, ETC.: $569,799 B. TRANSFERS - INVENTORY: $725,638 C. TRANSFERS - EMPLOYEE PAYROLL TAXES: $52,491,995 22. NORTHEAST PROFESSIONAL REGISTRY OF NURSES - TRANSFERS - EMPLOYEE PAYROLL TAXES: $10,159,682 23. NORTHEAST SENIOR HEALTH CORPORATION - TRANSFERS - EMPLOYEE PAYROLL TAXES: $733,283 24. SEACOAST AFFILIATED GROUP PRACTICE - A. TRANSFERS RELATED TO EPIC IMPLEMENTATION: $974,951 B. TRANSFERS - EMPLOYEE PAYROLL TAXES: $4,272,697 25. WINCHESTER HOSPITAL - A. TRANSFERS - EMPLOYEE PAYROLL TAXES: $40,902,290 B. TRANSFERS - INVENTORY: $225,308 C. TRANSFERS - FUNDS RELATED TO BILHPN OPERATIONS: $237,956 |