ANNA JAQUES HOSPITAL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANNA JAQUES HOSPITAL (EIN 04-2104338)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202632269349303553
- 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 F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T16:50:29-05:00 | 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 | 042104338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA JAQUES HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 7817448924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BILH TAX 529 MAIN ST 4TH FL | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HERNDON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7817448924 | PhoneNum |
| Signature | 2026-08-13 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL KAUFMAN | PreparerPersonNm |
| PTIN | P01485017 | PTIN |
| Phone | 7032511000 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| 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 | $141,921,072 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AJH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1884 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1103 | TotalEmployeeCnt |
| Total Volunteers | 101 | TotalVolunteersCnt |
| Total Gross UBI | $250,504 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,909,641 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,527,501 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $140,739,777 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $135,962,029 | CYProgramServiceRevenueAmt |
| PY Investment Income | $313,531 | PYInvestmentIncomeAmt |
| CY Investment Income | $690,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,810,411 | PYOtherRevenueAmt |
| CY Other Revenue | $3,676,876 | CYOtherRevenueAmt |
| PY Total Revenue | $145,773,360 | PYTotalRevenueAmt |
| CY Total Revenue | $141,857,289 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $81,722 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,724 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $75,719,714 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $73,904,968 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $17,117 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,184 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $479,173 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,713,148 | PYOtherExpensesAmt |
| CY Other Expenses | $83,819,013 | CYOtherExpensesAmt |
| PY Total Expenses | $174,531,701 | PYTotalExpensesAmt |
| CY Total Expenses | $157,831,889 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$28,758,341 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$15,974,600 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,897,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,361,855 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $106,082,688 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $120,162,257 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,814,529 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$5,800,402 | 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 | $136,610,608 | ExpenseAmt |
| Grant | $100,724 | GrantAmt |
| Revenue | $138,433,971 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $136,610,608 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 255 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1103 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| 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 | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | 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 CENTER 4TH | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SHORETT PETER | ||||||||||
| TTEE(CEO DESIG) (SR EVP & COO, BILH) | 1.00 | 60.00 | Yes (X) | $0 | $1,416,456 | $55,015 | ||||
| SANDS TOM | ||||||||||
| PRES & TTEE EXOF; MKT PRES; NHC PRES | 1.00 | 59.00 | Yes (X) | $0 | $1,234,409 | $75,282 | Yes (X) | |||
| FOCHT MD GLENN | ||||||||||
| PRESIDENT & TRUSTEE (EX-OFFICIO) | 55.00 | 1.00 | Yes (X) | $533,959 | $0 | $563,824 | Yes (X) | |||
| NASEER-GHIASUDDIN MD SAIRA | ||||||||||
| TTEE; PHYSICIAN, INTERNAL MEDICINE | 1.00 | 55.00 | Yes (X) | $0 | $1,038,826 | $51,310 | ||||
| PURSLEY MD DEWAYNE M | ||||||||||
| TTEE; (NEONAT CHIEF BIDMC/CHR HMFP) | 1.00 | 63.00 | Yes (X) | $0 | $916,490 | $97,172 | ||||
| KERR-FERNANDEZ MD JANE | ||||||||||
| TTEE (EX-OFF) (PRES, MEDICAL STAFF) | 1.00 | 55.00 | Yes (X) | $0 | $272,202 | $45,223 | ||||
| CONNOLLY ESQ GRACE GONZALEZ | ||||||||||
| TRUSTEE & CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| TRIM JEAN | ||||||||||
| TRUSTEE & VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ALLARD NATE | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CANNON PATRICIA | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLANCY MARY ANNE | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CORDER RICHARD | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CUSTODIA-LORA NOEMI | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FELTER TIMOTHY | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOBBS-EVERETT KATRINA | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KHATIB MATT | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDNER CHRISTOPHER | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NADEAU NICOLE | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PIENIAZEK MATT | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PURINTON ELIZABETH | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SEYMOUR MD BRIDGET | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILEY MARGARET | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TABB MD KEVIN | ||||||||||
| CEO (EX-OFF) (CEO, BILH) | 1.00 | 64.00 | $0 | $3,665,891 | $1,068,480 | Yes (X) | ||||
| RIOS CINDY | ||||||||||
| TREAS (EX-OFF) (EXEC VP & CFO, BILH) | 1.00 | 64.00 | $0 | $1,386,253 | $2,208,450 | Yes (X) | ||||
| KATZ ESQ JAMIE | ||||||||||
| CLERK (EX-OFF); BILH GENERAL COUNSEL | 1.00 | 63.00 | $0 | $1,001,061 | $33,790 | Yes (X) | ||||
| FRANCIOLI CARL | ||||||||||
| TREAS EX-OF; BILH INTRM CFO/BSTN CFO | 1.00 | 64.00 | $0 | $558,652 | $54,959 | Yes (X) | ||||
| BEAUMIER MBA CPA MHA GREGORY | ||||||||||
| ASST TREAS EX-OFF; MKT CFO, NHC/AJH | 1.00 | 58.00 | $0 | $357,433 | $35,425 | Yes (X) | ||||
| BOYD ESQ STEPHEN | ||||||||||
| ASST CLERK (DIV VP DEP GC COMM BILH) | 1.00 | 55.00 | $0 | $316,102 | $14,893 | Yes (X) | ||||
| HERNDON MBA CPA FACHE SCOTT | ||||||||||
| TREAS (EX-OFF) (EXEC VP & CFO, BILH) | 1.00 | 40.00 | $0 | $0 | $0 | Yes (X) | ||||
| POPELKA MD ANDREW | ||||||||||
| CHIEF MEDICAL OFFICER, AJH | 1.00 | 55.00 | $0 | $553,704 | $70,400 | Yes (X) | ||||
| HWANG JOSEPH | ||||||||||
| MARKET, CHIEF OPERATING OFFICER | 1.00 | 56.00 | $0 | $530,444 | $91,359 | Yes (X) | ||||
| GENDREAU MD MARK | ||||||||||
| MARKET, CHIEF MEDICAL OFFICER | 1.00 | 56.00 | $0 | $567,652 | $37,752 | Yes (X) | ||||
| PERRYMAN MMHCRNNEBC KIMBERLY | ||||||||||
| MARKET, CHIEF NURSING OFFICER | 1.00 | 55.00 | $0 | $481,303 | $34,384 | Yes (X) | ||||
| REILLY TIMOTHY | ||||||||||
| VP, HUMAN RESOURCES BUSINESS PARTNER | 1.00 | 56.00 | $0 | $271,506 | $43,803 | Yes (X) | ||||
| BOURNE MD KATHERINE A | ||||||||||
| ANESTHESIOLOGIST | 55.00 | 0.00 | $586,613 | $0 | $80,417 | Yes (X) | ||||
| KATS MD MARK | ||||||||||
| ANESTHESIOLOGIST | 55.00 | 0.00 | $594,739 | $0 | $65,967 | Yes (X) | ||||
| NEWSOME-LEVIN SANDRA | ||||||||||
| VP, CHIEF QUALITY OFFICER | 55.00 | 0.00 | $252,264 | $0 | $24,017 | Yes (X) | ||||
| STEELE PATRICIA | ||||||||||
| REGISTERED NURSE | 55.00 | 0.00 | $204,782 | $0 | $43,820 | Yes (X) | ||||
| MATACHUN MARY-JO | ||||||||||
| REGISTERED NURSE | 55.00 | 0.00 | $205,332 | $0 | $12,368 | Yes (X) | ||||
| MULKERN NICOLE | ||||||||||
| FMR ASST TREAS EX-OFF & INT ASST CFO | 0.00 | 55.00 | $0 | $206,043 | $13,545 | Yes (X) | ||||
| GOLDSTEIN MARK | ||||||||||
| FRMR PRES & TTEE (EX-OFF) | 0.00 | 0.00 | $184,071 | $0 | $0 | Yes (X) | ||||
| KIM ESQ GRACE | ||||||||||
| FRMR AST CLERK; BILH AST GEN COUNSEL | 0.00 | 55.00 | $0 | $162,909 | $15,176 | Yes (X) | ||||
| AHERN SEAN | ||||||||||
| FORMER CHIEF OPERATING OFFICER | 0.00 | 0.00 | $211,959 | $0 | $24,713 | Yes (X) | ||||
| BUGALLO-MUROS MARIANA | ||||||||||
| FRMR INTERIM VP, HR BUSINESS PARTNER | 0.00 | 0.00 | $194,290 | $0 | $0 | Yes (X) | ||||
| MAKI DN RN RICHARD | ||||||||||
| FORMER CHIEF NURSING OFFICER | 0.00 | 0.00 | $150,048 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,118,057 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,937,336 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,861,544 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 196 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BETH ISRAEL LAHEY HEALTH INC | |||||
| 529 MAIN STREET | CHARLESTOWN | MA | 02129 | MGMT/FIN/LEGAL/HR/OTHER | $69,779,987 |
| SHEPPARD PRATT HEALTH SYSTEM INC | |||||
| 6501 NORTH CHARLES ST | BALTIMORE | MD | 21204 | PHYSICIAN SERVICES | $3,357,134 |
| HEALTHCARE WORKFORCE LOGISTICS LLC | |||||
| 2655 NORTHWINDS PARKWAY | ALPHARETTA | GA | 30009 | HEALTHCARE SERVICES | $2,813,833 |
| LONGWOOD SPECIALTY PHYSICIANS | |||||
| 375 LONGWOOD AVENUE SUITE 3 | BOSTON | MA | 02420 | PHYSICIAN SERVICES | $2,769,927 |
| NEW ENGLAND INPATIENT SPECIALISTS | |||||
| 136 LACONIA STREET | LEXINGTON | MA | 02420 | HEALTHCARE CODING SERVICES | $2,012,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $165,752 | FundraisingAmt |
| All Other Contributions | $1,361,749 | AllOtherContributionsAmt |
| Noncash Contributions | $199,782 | NoncashContributionsAmt |
| Total Contributions | $1,527,501 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INPATIENT CARE NPSR | 622110 | $59,042,987 | $59,042,987 | |
| OUTPATIENT CARE NPSR | 622110 | $55,023,500 | $55,023,500 | |
| EMERGENCY CARE NPSR | 622110 | $12,404,676 | $12,404,676 | |
| OUTPATIENT LAB NPSR | 622110 | $6,806,869 | $6,585,290 | $221,579 |
| SERVICES TO AFFILIATES | 622110 | $2,627,597 | $2,627,597 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,400 | TotalRevenueColumnAmt |
| Exclusion | $56,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $135,962,029 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $690,883 | TotalRevenueColumnAmt |
| Exclusion | $690,883 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $289,961 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,237 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $252,724 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252,724 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $28,925 | UnrelatedBusinessRevenueAmt |
| Exclusion | $223,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,596 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $165,752 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,546 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,050 | TotalRevenueColumnAmt |
| Exclusion | $48,050 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| REBATES AND REFUNDS | 622110 | $1,204,773 | $1,204,773 | |
| FEDERAL RECOVERY | 923000 | $1,117,500 | $1,117,500 | |
| CAFETERIA & GIFT SHOP | 722514 | $626,181 | $626,181 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $427,648 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $427,648 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,376,102 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,857,289 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $138,433,971 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $250,504 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,645,313 | 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 | $100,724 | TotalAmt |
| Program Services | $100,724 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,783 | TotalAmt |
| Program Services | $1,038,786 | ProgramServicesAmt |
| Management And General | $58,997 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,690 | TotalAmt |
| Program Services | $773,745 | ProgramServicesAmt |
| Management And General | $43,945 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,517,720 | TotalAmt |
| Program Services | $54,426,587 | ProgramServicesAmt |
| Management And General | $3,091,133 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,273,597 | TotalAmt |
| Program Services | $2,151,409 | ProgramServicesAmt |
| Management And General | $122,188 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,563,693 | TotalAmt |
| Program Services | $7,157,203 | ProgramServicesAmt |
| Management And General | $406,490 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,634,485 | TotalAmt |
| Program Services | $4,385,417 | ProgramServicesAmt |
| Management And General | $249,068 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,424,486 | TotalAmt |
| Program Services | $3,884,132 | ProgramServicesAmt |
| Management And General | $13,068,365 | ManagementAndGeneralAmt |
| Fundraising | $471,989 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,800 | TotalAmt |
| Management And General | $78,800 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,184 | TotalAmt |
| Fundraising | $7,184 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,400,196 | TotalAmt |
| Program Services | $21,109,540 | ProgramServicesAmt |
| Management And General | $290,656 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,471 | TotalAmt |
| Program Services | $367,692 | ProgramServicesAmt |
| Management And General | $12,779 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,748,475 | TotalAmt |
| Program Services | $5,530,188 | ProgramServicesAmt |
| Management And General | $2,218,287 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,574 | TotalAmt |
| Program Services | $14,574 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,243 | TotalAmt |
| Program Services | $471,243 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,549,624 | TotalAmt |
| Program Services | $5,763,669 | ProgramServicesAmt |
| Management And General | $785,955 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,405 | TotalAmt |
| Program Services | $766,405 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $15,570,891 | $15,570,891 | |
| PHARMACEUTICALS | $7,406,079 | $7,406,079 | |
| OTHER EXPENSES | $2,404,586 | $2,243,290 | $161,296 |
| MEDICAID & HSN ASSESSME | $2,395,113 | $2,395,113 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,070 | TotalAmt |
| Program Services | $1,053,921 | ProgramServicesAmt |
| Management And General | $154,149 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,831,889 | TotalAmt |
| Program Services | $136,610,608 | ProgramServicesAmt |
| Management And General | $20,742,108 | ManagementAndGeneralAmt |
| Fundraising | $479,173 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,997,684 | BOYAmt |
| EOY | $6,796,337 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $786,265 | BOYAmt |
| EOY | $794,507 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,641,544 | BOYAmt |
| EOY | $14,434,043 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,002,317 | BOYAmt |
| EOY | $6,293,893 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,132 | BOYAmt |
| EOY | $290,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $81,228,397 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,218,478 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,693,056 | BOYAmt |
| EOY | $44,009,919 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,899,419 | BOYAmt |
| EOY | $18,705,433 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,241,732 | BOYAmt |
| EOY | $6,399,982 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,170,068 | BOYAmt |
| EOY | $16,637,504 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,897,217 | BOYAmt |
| EOY | $114,361,855 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,508,580 | BOYAmt |
| EOY | $13,324,249 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,461 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,766,185 | BOYAmt |
| EOY | $16,463,752 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,519,462 | BOYAmt |
| EOY | $90,374,256 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,082,688 | BOYAmt |
| EOY | $120,162,257 | 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 | -$14,858,951 | BOYAmt |
| EOY | -$24,502,223 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,673,480 | BOYAmt |
| EOY | $18,701,821 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,814,529 | BOYAmt |
| EOY | -$5,800,402 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,897,217 | BOYAmt |
| EOY | $114,361,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$15,974,600 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,226,345 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,133,324 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (1) | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $78,800 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $78,800 | 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 | ANNA JAQUES HOSPITAL, 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 $78,800. FOR THE FISCAL YEAR ENDED SEPTEMBER 30,2025. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,682,502 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $552,755 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,235,257 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,611,370 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,071,132 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,682,502 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,389,666 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$435,780 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $342,516 | OtherExpendituresAmt |
| End Year Balance | $7,611,370 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,162,352 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,437,973 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $334,713 | OtherExpendituresAmt |
| End Year Balance | $8,389,666 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,408,734 | BeginningYearBalanceAmt |
| Contributions | $11,470,408 | ContributionsAmt |
| Investment Earnings Or Losses | $440,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,157,428 | OtherExpendituresAmt |
| End Year Balance | $10,162,352 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.45000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.55000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,459,100 | OtherCostOrOtherBasisAmt |
| Book Value | $2,459,100 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,418,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,394,573 | DepreciationAmt |
| Book Value | $20,023,644 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,636,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,933,110 | DepreciationAmt |
| Book Value | $1,703,231 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,642,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,185,361 | DepreciationAmt |
| Book Value | $17,457,141 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,072,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $705,434 | DepreciationAmt |
| Book Value | $2,366,803 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,009,919 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SECURITIES | Desc |
| Book Value | $6,399,982 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,399,982 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PROF LIABILITY INSURANCE RECOVERY | $2,186,807 |
| OPERATING LEASED ASSETS | $9,175,231 |
| DEFERRED COMPENSATION 457B | $658,765 |
| ASSETS IN PERPETUAL TRUSTS | $4,616,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,637,504 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| WORKERS COMPENSATION | $385,959 |
| OPERATING LEASED LIABILITIES | $9,493,867 |
| DEFERRED COMPENSATION | $221,859 |
| ESTIMATED THIRD PARTY SETTLEMENTS | $4,341,324 |
| DEFINED BENEFIT PENSION LIABILITY | $4,412,204 |
| DUE TO AFFILIATES | $68,987,236 |
| PROFESSIONAL LIABILITY RESERVES | $2,531,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $90,374,256 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BOARD DESIGNATED FUNDS ON ANNA JAQUES HOSPITAL, INC.'S BOOKS ARE UNRESTRICTED, BUT REQUIRE A BOARD VOTE TO AUTHORIZE THEIR EXPENDITURE. THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE RESTRICTED BY THE DONORS FOR THE PURCHASE OF PROPERTY, PLANT AND EQUIPMENT. THE FUND WILL BE RELEASED ONCE THE RESTRICTION HAS BEEN MET AND THE EQUIPMENT HAS BEEN PURCHASED. |
| PART X, LINE 2: | BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, RESPECTIVELY. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,519,936 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,519,936 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,519,936 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART IV, LINE 3: | ANNA JAQUES HOSPITAL HAS REVIEWED ALL DOCUMENTATION TO DETERMINE THAT IT WAS A DIRECT OWNER IN A FOREIGN CORPORATION DURING THE TAX YEAR AND HAS DETERMINED THAT IT HAS FILED FORM 5471 WHERE REQUIRED. |
| SCHEDULE F, PART IV, LINE 4: | ANNA JAQUES HOSPITAL HAS REVIEWED ALL DOCUMENTATION TO DETERMINE THAT IT WAS A DIRECT OWNER IN A PASSIVE FOREIGN INVESTMENT COMPANY DURING THE TAX YEAR AND HAS DETERMINED THAT IT IS NOT REQUIRED TO FILE FORM 8621 PURSUANT TO CURRENT IRS FILING GUIDANCE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SHINE FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $217,721 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $143,125 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,596 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $19,070 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,976 | OtherDirectExpensesEvent1Amt |
| Event2 | BOSTON MARATHON | Event2Nm |
| Gross Receipts Event2 | $22,627 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,627 | CharitableContriEvent2Amt |
| Gross Receipts Total | $240,348 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $165,752 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,596 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $19,070 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,976 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,546 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $48,050 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II | FormAndLineReferenceDesc |
| Explanation | THE BOSTON MARATHON EVENT REPORTED IN THIS FORM 990 SCHEDULE G IS COORDINATED BY THE BETH ISRAEL LAHEY HEALTH ("BILH") DEVELOPMENT TEAM AS AN EVENT FOR THE BILH HEALTHCARE SYSTEM. RUNNERS PARTICIPATE IN THE MARATHON AND RAISE FUNDS FOR A SPECIFIC ENTITY WITHIN THE BILH SYSTEM. BILH REPORTS ALL EXPENSES FOR THE MARATHON ON ITS FORM 990, WHILE CONTRIBUTIONS RAISED BY RUNNERS ARE REPORTED AS REVENUE ON THE FORM 990 FOR EACH HOSPITAL OR OTHER HEALTHCARE ORGANIZATION DESIGNATED BY PARTICIPATING RUNNERS. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 400.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | 0 | FinancialAssistanceBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,128,200 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $371,047 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $757,153 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00480 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,094,078 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,149,938 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,944,140 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01230 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,222,278 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,520,985 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,701,293 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01710 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $205,735 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $205,735 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00130 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $72,728,161 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $42,095,151 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $30,633,010 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.19410 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $98,224 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $98,224 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $73,032,120 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $42,095,151 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $30,936,969 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.19600 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $79,254,398 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $45,616,136 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $33,638,262 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.21310 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,526 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,526 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,526 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,526 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,524,379 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $46,159,419 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $48,869,372 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,709,953 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA JAQUES HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 HIGHLAND AVE | AddressLine1Txt |
| City | NEWBURYPORT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| State License | 2006 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA JAQUES HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART VI | OwnWebsiteURLTxt |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 24 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART VI | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART VI | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART VI | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART VI | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ANNA JAQUES HOSPITAL | PART V, SECTION B, LINE 5: PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION. |
| ANNA JAQUES HOSPITAL | PART V, SECTION B, LINE 11: PART V, SECTION B, LINE 11: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 7 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - ANNA JAQUES HOSPITAL | ||||
| 1 WALLACE BASHAW WAY | NEWBURYPORT | MA | 01950 | OP ONCOLOGY |
| 2 - ANNA JAQUES HOSPITAL | ||||
| 21 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | OP SERVICES |
| 3 - ANNA JAQUES HOSPITAL | ||||
| ONE PARK WAY | HAVERHILL | MA | 01830 | OP DIAGNOSTIC IMAGING |
| 4 - ANNA JAQUES HOSPITAL | ||||
| 25 STOREY AVENUE | NEWBURYPORT | MA | 01950 | OP PYHSICAL THERAPY |
| 5 - ANNA JAQUES HOSPITAL | ||||
| 255 LOW STREET | NEWBURYPORT | MA | 01950 | OTHER |
| 6 - ANNA JAQUES HOSPITAL | ||||
| 600 PRIMROSE STREET | HAVERHILL | MA | 01830 | OTHER |
| 7 - ANNA JAQUES HOSPITAL | ||||
| 13 MARKET STREET | NEWBURYPORT | MA | 01950 | OTHER |
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION FOR | SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS--COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSANNA JAQUES HOSPITAL AFFILIATIONBETH ISRAEL LAHEY HEALTH (BILH) IS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL. THE BILH NETWORK OF AFFILIATES IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND PARTS OF SOUTHERN NEW HAMPSHIRE AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,900 PHYSICIANS AND 39,000 EMPLOYEES. AT THE HEART OF BILH IS THE BELIEF THAT EVERYONE DESERVES HIGH-QUALITY, AFFORDABLE HEALTH CARE, AND THIS BELIEF IS WHAT DRIVES EACH AFFILIATE TO WORK WITH COMMUNITY PARTNERS ACROSS THE REGION TO PROMOTE HEALTH, EXPAND ACCESS, AND DELIVER THE BEST CARE IN THE COMMUNITIES BILH SERVES. BILH'S COMMUNITY BENEFITS STAFF ARE COMMITTED TO WORKING COLLABORATIVELY WITH BILH'S COMMUNITIES TO ADDRESS THE LEADING HEALTH ISSUES AND CREATE A HEALTHY FUTURE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES.BILH'S PURPOSE STATEMENT ARTICULATES THE IMPACT BILH AND EACH AFFILIATE STRIVES TO MAKE IN THE COMMUNITIES SERVED. BILH'S SHARED VALUES GUIDE EACH ENTITY'S DAILY EFFORTS AND KEEP EACH AFFILIATE ALIGNED IN THE PURSUIT OF THE BILH PURPOSE, SHOWING HOW "WE CARE" FOR PATIENTS, EACH OTHER, AND THE COMMUNITIES SERVED.PURPOSE STATEMENT: BILH CREATES HEALTHIER COMMUNITIES -- ONE PERSON AT A TIME -- THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE, INNOVATION AND EQUITY.BILH WE CARE VALUES:WELLBEING. WE PROVIDE A HEALTH-FOCUSED WORKPLACE AND SUPPORT A HEALTHY WORK-LIFE BALANCE.EMPATHY. WE DO OUR BEST TO UNDERSTAND OTHERS' FEELINGS, NEEDS AND PERSPECTIVES.COLLABORATION. WE WORK TOGETHER TO ACHIEVE EXTRAORDINARY RESULTS.ACCOUNTABILITY. WE HOLD OURSELVES AND EACH OTHER TO BEHAVIORS NECESSARY TO ACHIEVE OUR COLLECTIVE GOALS.RESPECT. WE VALUE DIVERSITY AND TREAT ALL MEMBERS OF OUR COMMUNITY WITH DIGNITY AND INCLUSIVENESS.EQUITY. EVERYONE HAS THE OPPORTUNITY TO ATTAIN THEIR FULL POTENTIAL IN OUR WORKPLACE AND THROUGH THE CARE WE PROVIDE.ADDITIONAL INFORMATION ABOUT THE BILH SYSTEM AND ITS ACCOMPLISHMENTS ARE FURTHER BELOW IN THIS FORM 990 SCHEDULE H NARRATIVE SUPPORT IN THE SECTION NOTED AS "AFFILIATED HEALTH CARE SYSTEM AND ACCOMPLISHMENTS."ANNA JAQUES HOSPITAL COMMUNITY BENEFITS MISSION STATEMENT THE MISSION OF ANNA JAQUES HOSPITAL IS TO PROVIDE HIGH-QUALITY, COMPASSIONATE MEDICAL CARE IN PARTNERSHIP WITH ITS MEDICAL STAFF TO IMPROVE THE HEALTH OF ITS COMMUNITIES. ESTABLISHED IN 1884 THROUGH THE VISION AND CHARITY OF MISS ANNA JAQUES, THE HOSPITAL STANDS AS A TESTAMENT TO ONE WOMAN AND HER PHYSICIAN'S COMMITMENT TO THE COMMUNITY AND ITS NEEDS. ANNA JAQUES HOSPITAL PROUDLY CONTINUES THAT TRADITION TODAY BY ACTIVELY SERVING ITS COMMUNITY: BY ADDRESSING THE MOST PRESSING HEALTH NEEDS, SUPPORTING THE UNDERSERVED IN THE HOSPITAL'S SERVICE AREA, AND ADDRESSING DISPARITIES IN ACCESS TO CARE AND HEALTH OUTCOMES. ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS MISSION IS FULFILLED BY:- INVOLVING ANNA JAQUES HOSPITAL STAFF, INCLUDING ITS LEADERSHIP AND DOZENS OF COMMUNITY PARTNERS, IN THE CHNA PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION AND OVERSIGHT OF THE THREE-YEAR IMPLEMENTATION STRATEGY;- ENGAGING AND LEARNING FROM RESIDENTS THROUGHOUT THE HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA (CBSA) IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, WITH SPECIAL ATTENTION FOCUSED ON ENGAGING DIVERSE PERSPECTIVES, FROM THOSE, PATIENTS AND NON-PATIENTS ALIKE, WHO ARE OFTEN LEFT OUT OF SIMILAR ASSESSMENT, PLANNING AND PROGRAM IMPLEMENTATION PROCESSES;- ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) TO UNDERSTAND UNMET HEALTH-RELATED AND IDENTIFY COMMUNITIES AND POPULATIONS SEGMENTS DISPROPORTIONATELY IMPACTED BY HEALTH ISSUES AND OTHER SOCIAL, ECONOMIC AND SYSTEMIC FACTORS;- IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN ANNA JAQUES HOSPITAL'S CBSA THAT ADDRESS THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH, BARRIERS TO ACCESSING CARE, AS WELL AS PROMOTE HEALTH EQUITY TO IMPROVE THE HEALTH STATUS OF THOSE WHO ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, EXPERIENCE POVERTY, AND HAVE BEEN HISTORICALLY UNDERSERVED;- PROMOTING HEALTH EQUITY BY ADDRESSING INEQUITIES, AND ENSURING THAT ALL PATIENTS ARE WELCOMED AND RECEIVE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE; AND- FACILITATING COLLABORATION AND PARTNERSHIP WITHIN AND ACROSS SECTORS (E.G., STATE/LOCAL PUBLIC HEALTH AGENCIES, HEALTHCARE PROVIDERS, SOCIAL SERVICE ORGANIZATIONS, BUSINESSES, ACADEMIC INSTITUTIONS, COMMUNITY HEALTH COLLABORATIVES, AND OTHER COMMUNITY HEALTH ORGANIZATIONS) TO ADVOCATE FOR, SUPPORT AND IMPLEMENT EFFECTIVE HEALTH POLICIES, COMMUNITY PROGRAMS AND SERVICES.COMMUNITY BENEFITS FINANCIAL SUMMARY DURING THE FISCAL YEAR COVERED BY THIS FILING, ANNA JAQUES HOSPITAL PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $303,959 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMANNA JAQUES HOSPITAL'S BOARD OF TRUSTEES ALONG WITH ITS CLINICAL AND ADMINISTRATIVE STAFF IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF RESIDENTS THROUGHOUT ITS CBSA AND BEYOND. ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS DEPARTMENT, UNDER THE DIRECT OVERSIGHT OF ANNA JAQUES HOSPITAL'S BOARD OF TRUSTEES, IS DEDICATED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS AND WILL CONTINUE TO DO SO IN ORDER TO MEET ITS COMMUNITY BENEFITS OBLIGATIONS. HOSPITAL SENIOR LEADERSHIP IS ACTIVELY ENGAGED IN THE DEVELOPMENT AND IMPLEMENTATION OF ANNA JAQUES HOSPITAL'S IMPLEMENTATION STRATEGY, ENSURING THAT HOSPITAL POLICIES AND RESOURCES ARE ALLOCATED TO SUPPORT PLANNED ACTIVITIES. ANNA JAQUES HOSPITAL COMMUNITY BENEFITS PROGRAM IS SPEARHEADED BY A COMMUNITY BENEFITS MANAGER. THE COMMUNITY BENEFITS MANAGER HAS DIRECT ACCESS AND IS ACCOUNTABLE TO THE ANNA JAQUES HOSPITAL PRESIDENT AND THE BILH VICE PRESIDENT OF COMMUNITY BENEFITS AND COMMUNITY RELATIONS. IT IS THE RESPONSIBILITY OF THESE LEADERS TO ENSURE THAT COMMUNITY BENEFITS IS ADDRESSED BY THE ENTIRE ORGANIZATION AND THAT THE NEEDS OF COHORTS WHO HAVE BEEN HISTORICALLY UNDERSERVED ARE CONSIDERED EVERY DAY IN DISCUSSIONS ON RESOURCE ALLOCATION, POLICIES, AND PROGRAM DEVELOPMENT. THE ANNA JAQUES HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WORKS IN COLLABORATION WITH ANNA JAQUES HOSPITAL LEADERSHIP, INCLUDING THE HOSPITAL'S GOVERNING BOARD AND SENIOR MANAGEMENT TO SUPPORT ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS MISSION TO SERVE ITS PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND TO CREATE A HEALTHY FUTURE FOR THEM, THEIR FAMILIES, AND ANNA JAQUES HOSPITAL'S COMMUNITY. THE CBAC PROVIDES INPUT INTO THE DEVELOPMENT AND IMPLEMENTATION OF ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS PROGRAMS IN FURTHERANCE OF ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS MISSION. THE MEMBERSHIP OF ANNA JAQUES HOSPITAL'S CBAC ASPIRES TO BE REPRESENTATIVE OF THE CONSTITUENCIES AND PRIORITY COHORTS SERVED BY ANNA JAQUES HOSPITAL'S PROGRAMMATIC ENDEAVORS, AS WELL AS THOSE FROM CORPORATE AND NON-PROFIT COMMUNITY ORGANIZATIONS. |
| ANNA JAQUES HOSPITAL'S CBAC MEMBERS INCLUDE: | - NOAH BERGER, ADMINISTRATOR, MERRIMACK VALLEY TRANSIT - MICHELLE BRASIER, PRACTICE MANAGER III, BILH PRIMARY CARE HAVERHILL- MARY ANNE CLANCY, SENIOR VICE PRESIDENT OF MARKETING AND COMMUNICATIONS INSTITUTION FOR SAVINGS; ANNA JAQUES HOSPITAL BOARD OF TRUSTEES- ROSA CONN, NEWBURYPORT RESIDENT AND BUSINESS OWNER- DIANNE CONNOLLY, DIRECTOR OF TITLE I AND COMMUNITY OUTREACH, HAVERHILL PUBLIC SCHOOLS - MARY CONNOLLY, RN, COA DIRECTOR/PUBLIC HEALTH DIRECTOR, CITY OF HAVERHILL - JANEL D'AGATA-LYNCH, MANAGER COMMUNITY BENEFITS COMMUNITY RELATIONS, BETH ISRAEL LAHEY HEALTH - ANDREA EGMONT, DIRECTOR OF YOUTH AND RECREATION SERVICES, NEWBURYPORT RECREATION AND YOUTH SERVICES- TRACY FULLER, EXECUTIVE DIRECTOR, YMCA HAVERHILL- ILENE HARNCH-GRADY, HEALTH AND WELLNESS/ENCORE DIRECTOR, YWCA OF GREATER NEWBURYPORT- CHRISTINE HEALEY, DIRECTOR OF COMMUNITY BENEFITS AND COMMUNITY RELATIONS, BETH ISRAEL LAHEY HEALTH - JENNIFER MATTHEWS, EXECUTIVE DIRECTOR, L'ARCHE BOSTON NORTH- DENISE MASON, EXECUTIVE DIRECTOR OF INPATIENT BEHAVIORAL HEALTH, BAYRIDGE, BEVERLY, ADDISON GILBERT, AND ANNA JAQUES HOSPITALS- LAURI MURPHY, BEHAVIORAL EVENT AND SUBSTANCE SUPPORT TEAM (BESST) COORDINATOR, PETTENGILL HOUSE - TOM SANDS, MARKET PRESIDENT NORTH SHORE, BETH ISRAEL LAHEY HEALTH- DETECTIVE DANI SINCLAIR, NEWBURYPORT POLICE; PROGRAM DIRECTOR, ESSEX COUNTY OUTREACH - LAURA VLASUK, DIRECTOR OF PUBLIC HEALTH, CITY OF NEWBURYPORT; - SHARI WILKINSON, FOUNDER, NEWBURYPORT FARMERS MARKETCOMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGYMOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT--INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY (IS OR CHIP) PURSUANT TO FEDERAL GUIDELINES, IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. ANNA JAQUES HOSPITAL COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER OF 2025. THAT CHNA WAS APPROVED BY THE ANNA JAQUES HOSPITAL BOARD OF TRUSTEES ON SEPTEMBER 4, 2025. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO ADOPTED BY THE BOARD ON SEPTEMBER 4, 2025, WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER 501(R). (SCHEDULE H, PART V, SECTION B, LINE 3)THE CHNA AND THE ASSOCIATED IS REPRESENT THE CULMINATION OF A YEAR OF WORK AND WERE BORNE LARGELY OF ANNA JAQUES HOSPITAL'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA (CBSA) WITH AN EMPHASIS ON THOSE WHO ARE MOST DISADVANTAGED. THE PROJECT ALSO FULFILLS THE COMMONWEALTH ATTORNEY GENERAL'S OFFICE AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT ANNA JAQUES HOSPITAL ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW ANNA JAQUES HOSPITAL, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT(S), WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA. 2025 COMMUNITY HEALTH NEEDS ASSESSMENT--PRIORITY GEOGRAPHY AND COHORTSAS NOTED ABOVE, ANNA JAQUES HOSPITAL COMPLETED ITS LAST ASSESSMENT IN SEPTEMBER 2025. THE GEOGRAPHICAL FOCUS OF ANNA JAQUES HOSPITAL'S MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) ENCOMPASSES THE SIX MUNICIPALITIES OF AMESBURY, HAVERHILL, MERRIMAC, NEWBURYPORT, AND SALISBURY IN MASSACHUSETTS AND SEABROOK IN NEW HAMPSHIRE.THESE CITIES AND TOWNS ARE DIVERSE WITH RESPECT TO DEMOGRAPHICS (E.G., AGE, RACE, AND ETHNICITY), SOCIOECONOMICS (E.G., INCOME, EDUCATION, AND EMPLOYMENT), AND GEOGRAPHY (E.G., URBAN, SUBURBAN). THERE IS ALSO DIVERSITY WITH RESPECT TO COMMUNITY NEEDS. THERE ARE SEGMENTS OF THE ANNA JAQUES HOSPITAL'S CBSA POPULATION THAT ARE HEALTHY AND HAVE LIMITED UNMET HEALTH NEEDS, AND OTHER SEGMENTS THAT FACE SIGNIFICANT DISPARITIES IN ACCESS, UNDERLYING SOCIAL DETERMINANTS, AND HEALTH OUTCOMES. ANNA JAQUES HOSPITAL IS COMMITTED TO PROMOTING HEALTH, ENHANCING ACCESS, AND DELIVERING THE BEST CARE TO ALL WHO LIVE AND/OR WORK IN THE CBSA, REGARDLESS OF RACE, ETHNICITY, LANGUAGE SPOKEN, NATIONAL ORIGIN, RELIGION, GENDER IDENTITY, SEXUAL ORIENTATION, DISABILITY STATUS, IMMIGRATION STATUS, OR AGE. ANNA JAQUES HOSPITAL IS EQUALLY COMMITTED TO SERVING ALL PATIENTS, REGARDLESS OF THEIR HEALTH, SOCIOECONOMIC STATUS, INSURANCE STATUS, AND/OR THEIR ABILITY TO PAY FOR SERVICES. ANNA JAQUES HOSPITAL'S CHNA FOCUSED ON IDENTIFYING THE LEADING COMMUNITY HEALTH NEEDS AND PRIORITY COHORTS LIVING AND/OR WORKING WITHIN THE CBSA. THE ACTIVITIES THAT WILL BE IMPLEMENTED AS A RESULT OF THIS ASSESSMENT WILL SUPPORT ALL OF THE PEOPLE WHO LIVE IN THE CBSA. HOWEVER, IN RECOGNITION OF THE HEALTH DISPARITIES THAT EXIST FOR SOME RESIDENTS, ANNA JAQUES HOSPITAL FOCUSES MOST OF ITS COMMUNITY BENEFITS ACTIVITIES TO IMPROVE THE HEALTH STATUS OF THOSE WHO FACE HEALTH DISPARITIES, EXPERIENCE POVERTY, OR HAVE BEEN HISTORICALLY UNDERSERVED. BY PRIORITIZING THESE COHORTS, ANNA JAQUES HOSPITAL IS ABLE TO PROMOTE HEALTH AND WELL-BEING, ADDRESS HEATH DISPARITIES, AND MAXIMIZE THE IMPACT OF ITS COMMUNITY BENEFITS RESOURCES. WHILE ANNA JAQUES HOSPITAL OPERATES A LICENSED FACILITY IN SEABROOK, NEW HAMPSHIRE, THIS SERVICE LOCATION IS IN ANOTHER BILH HOSPITAL'S CBSA. THE TOWN OF SEABROOK IS LOCATED WITHIN EXETER HOSPITAL'S CBSA. AS A RESULT, THE COMMUNITY BENEFITS ACTIVITIES FOR THE TOWN OF SEABROOK, NH HAVE BEEN DELEGATED TO EXETER HOSPITAL. THIS HELPS TO ENSURE THAT ACTIVITIES ARE PROPERLY COORDINATED AND ADDRESS THE IDENTIFIED NEEDS.COMMUNITY HEALTH ISSUES AND PRIORITY COHORTS FOR ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COLLABORATIVE COMMUNITY ENGAGEMENT AND PLANNING PROCESS FROM A CHNA THAT IS CONDUCTED EVERY THREE YEARS IN ACCORDANCE WITH THE REQUIREMENTS UNDER IRC SECTION 501(R).ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS INVESTMENTS AND RESOURCES FOCUS ON IMPROVING THE HEALTH STATUS OF THOSE WHO ARE MEDICALLY-UNDERSERVED, EXPERIENCED POVERTY OR FACE THE GREATEST HEALTH DISPARITIES IN THE AMESBURY, HAVERHILL, MERRIMAC, NEWBURYPORT, AND SALISBURY IN MASSACHUSETTS AND SEABROOK IN NEW HAMPSHIRE, AS FOLLOWS:- YOUTH- LOW-RESOURCED POPULATIONS- OLDER ADULTS- RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONS- INDIVIDUALS LIVING WITH DISABILITIES2025 COMMUNITY HEALTH NEEDS ASSESSMENT--SUMMARY OF APPROACH AND METHODSANNA JAQUES HOSPITAL'S CHNA APPROACH INVOLVED EXTENSIVE DATA COLLECTION ACTIVITIES, SUBSTANTIAL EFFORTS TO ENGAGE THE HOSPITAL'S PARTNERS AND COMMUNITY RESIDENTS, AND THOUGHTFUL PRIORITIZATION, PLANNING, AND REPORTING PROCESSES. THROUGHOUT THE CHNA PROCESS, EFFORTS WERE MADE TO UNDERSTAND THE NEEDS OF THE COMMUNITIES ENCOMPASSING ANNA JAQUES HOSPITAL'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. ANNA JAQUES HOSPITAL'S UNDERSTANDING OF THESE COMMUNITIES' NEEDS IS DERIVED FROM COLLECTING A WIDE RANGE OF QUANTITATIVE DATA TO IDENTIFY DISPARITIES AND CLARIFY THE NEEDS OF SPECIFIC COMMUNITIES AND COMPARING IT AGAINST DATA COLLECTED AT THE REGIONAL AND STATE LEVELS WHEREVER POSSIBLE TO SUPPORT ANALYSIS AND THE PRIORITIZATION PROCESS, AS WELL AS EMPLOYING A VARIETY OF STRATEGIES TO ENSURE COMMUNITY MEMBERS WERE INFORMED, CONSULTED, INVOLVED, AND EMPOWERED THROUGHOUT THE ASSESSMENT PROCESS. THE CHNA AND IS DEVELOPMENT PROCESS WAS GUIDED BY THE FOLLOWING PRINCIPLES: EQUITY, ACCOUNTABILITY, COMMUNITY ENGAGEMENT, AND IMPACT.THIS 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT IS AN INTEGRAL PART OF ANNA JAQUES HOSPITAL'S POPULATION HEALTH AND COMMUNITY ENGAGEMENT EFFORTS. IT SUPPLIES VITAL INFORMATION THAT IS APPLIED TO MAKE SURE THAT THE SERVICES AND PROGRAMS THAT ANNA JAQUES HOSPITAL PROVIDES ARE APPROPRIATELY FOCUSED, DELIVERED IN WAYS THAT ARE RESPONSIVE TO THOSE IN ITS CBSA, AND ADDRESS UNMET COMMUNITY NEEDS. THIS ASSESSMENT, ALONG WITH THE ASSOCIATED PRIORITIZATION AND PLANNING PROCESSES, ALSO PROVIDES A CRITICAL OPPORTUNITY FOR ANNA JAQUES HOSPITAL TO ENGAGE THE COMMUNITY AND STRENGTHEN THE COMMUNITY PARTNERSHIPS THAT ARE ESSENTIAL TO ANNA JAQUES HOSPITAL'S SUCCESS NOW AND IN THE FUTURE. THE ASSESSMENT ENGAGED MORE THAN 1,400 PEOPLE FROM ACROSS THE CBSA, INCLUDING LOCAL PUBLIC HEALTH OFFICIALS, CLINICAL AND SOCIAL SERVICE PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, FIRST RESPONDERS (E.G., POLICE, FIRE DEPARTMENT, AND AMBULANCE OFFICIALS), FAITH LEADERS, GOVERNMENT OFFICIALS, AND COMMUNITY RESIDENTS. |
| BETWEEN JUNE 2024 AND SEPTEMBER 2025, | ANNA JAQUES HOSPITAL CONDUCTED 15 ONE-ON-ONE AND GROUP INTERVIEWS WITH COLLABORATORS IN THE COMMUNITY, FACILITATED FIVE FOCUS GROUPS WITH SEGMENTS OF THE POPULATION FACING THE GREATEST HEALTH-RELATED DISPARITIES, ADMINISTERED A COMMUNITY HEALTH SURVEY INVOLVING MORE THAN 1,300 RESIDENTS, AND ORGANIZED A COMMUNITY LISTENING SESSION. IN TOTAL, THE ASSESSMENT PROCESS COLLECTED INFORMATION FROM MORE THAN 1,400 COMMUNITY RESIDENTS, CLINICAL AND SOCIAL SERVICE PROVIDERS, AND OTHER KEY COMMUNITY PARTNERS.2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--DETAIL OF APPROACH AND METHODSANNA JAQUES HOSPITAL RELIED ON NUMEROUS PRIMARY AND SECONDARY DATA SOURCES TO ANALYZE THE HEALTH STATUS AND NEED LEVEL THROUGHOUT THEIR CBSA. ANNA JAQUES HOSPITAL COLLECTED DATA FROM A NUMBER OF SOURCES INCLUDING PRIMARY QUANTITATIVE AND QUALITATIVE DATA, AS WELL AS SECONDARY DATA. EXAMPLES OF SECONDARY DATA SOURCES THAT ANNA JAQUES HOSPITAL LEVERAGED INCLUDED:- BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY (2021-2022)- CENTERS FOR DISEASE CONTROL GEOSPATIAL RESEARCH, ANALYSIS, AND SERVICES PROGRAM (2018-2022)- CENTERS FOR DISEASE CONTROL AGENCY FOR TOXIC SUBSTANCES AND DISEASE REGISTRY (2022)- CENTERS FOR MEDICARE AND MEDICAID SERVICES GEOSPATIAL RESEARCH, ANALYSIS AND SERVICES PROGRAM (2018-2022)- MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2020-2021)- FBI UNIFORM CRIME REPORTS (2019)- MASSACHUSETTS DEPARTMENT OF ECONOMIC RESEARCH, LABOR MARKET INFORMATION (2020-2021)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2024)- MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2019)- MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL DISCHARGES (2024)- MASSACHUSETTS DEATH REPORT, COMMUNITY PROFILES (2024)- ROBERT WOOD JOHNSON COUNTRY HEALTH RANKINGS (2022, 2023, 2024)- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2019-2023)- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY POPULATION CHANGE (2019-2023)- U.S. DEPARTMENT OF AGRICULTURE: AGRICULTURE MARKETING SERVICE (2023)- U.S. DEPARTMENT OF AGRICULTURE: RETAILER LOCATOR (2024)2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--COMMUNITY INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)BETWEEN JUNE 2024 AND SEPTEMBER 2025, ANNA JAQUES HOSPITAL WORKED WITH COLLABORATORS TO CONDUCT 15 ONE-ON-ONE INTERVIEWS WITH KEY COLLABORATORS FROM THE COMMUNITY, INCLUDING REPRESENTATIVES FROM COMMUNITY-BASED ORGANIZATIONS, CLINICAL AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED/APPOINTED OFFICIALS, AND OTHERS THROUGHOUT ANNA JAQUES HOSPITAL'S CBSA. DISCUSSIONS EXPLORED INTERVIEWEES' EXPERIENCES OF ADDRESSING COMMUNITY NEEDS AND OPPORTUNITIES FOR FUTURE ALIGNMENT, COORDINATION AND EXPANSION OF SERVICES, INITIATIVES AND POLICIES. A LIST OF COMMUNITY INTERVIEWEES IS INCLUDED IN APPENDIX A OF THE CHNA REPORT THAT IS POSTED ON ANNA JAQUES HOSPITAL'S WEBSITE. THESE INDIVIDUALS WERE CHOSEN TO AMASS A REPRESENTATIVE GROUP OF PEOPLE WHO HAD THE EXPERIENCE NECESSARY TO PROVIDE INSIGHT ON THE HEALTH OF COMMUNITIES IN ANNA JAQUES HOSPITAL'S CBSA. INTERVIEWS WERE CONDUCTED USING A STANDARD INTERVIEW GUIDE. INTERVIEWS FOCUSED ON IDENTIFYING THE BIGGEST HEALTH-RELATED CONCERNS/ISSUES, AS WELL AS THE BARRIERS AND/OR CHALLENGES FOR ACCESSING RESOURCES AND SERVICES AMONG THOSE THEY SERVE AND/OR THOSE LIVING IN THE COMMUNITY, INCLUDING POSSIBLE STRATEGIES TO ADDRESS THOSE CONCERNS. 2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--FOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)ACROSS ALL FOUR COMPONENTS OF THE CHNA, ANNA JAQUES HOSPITAL ENGAGED MORE THAN 1,400 PEOPLE IN ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA (CBSA). ANNA JAQUES HOSPITAL CONDUCTED 5 COMMUNITY FOCUS GROUPS AND HELD A COMMUNITY LISTENING SESSION TO GATHER CRITICAL COMMUNITY INPUT FROM COMMUNITY RESIDENTS AND STAKEHOLDERS. THESE FOCUS GROUPS AND LISTENING SESSIONS WERE ORGANIZED IN COLLABORATION WITH OTHER BETH ISRAEL LAHEY HEALTH (BILH) HOSPITALS.ANNA JAQUES HOSPITAL WAS INTENTIONAL IN ENSURING THAT VARIED EXPERIENCES AND PERSPECTIVES, REFLECTIVE OF ANNA JAQUES HOSPITAL'S CBSA AND THE COMMUNITY AT LARGE, WERE SHARED THROUGHOUT THE CHNA AND IS PROCESS. TO REACH A BROAD RANGE OF COMMUNITY MEMBERS, ALL COMMUNITY SURVEYS, FOCUS GROUPS AND INTERVIEWS WERE CONDUCTED WITH A FOCUS ON COMMUNITY REPRESENTATIVENESS. FOR EXAMPLE, THE SURVEY WAS ADMINISTERED ONLINE AND VIA HARD COPY IN THIRTEEN LANGUAGES. FURTHERMORE, EXTENSIVE OUTREACH WAS CONDUCTED VIA SOCIAL MEDIA, INSTITUTIONAL NEWSLETTERS, EMAILS TO LARGE NETWORKS, PUBLIC LIBRARIES, COMMUNITY EVENTS, AND PUBLIC AND/OR SENIOR HOUSING BUILDINGS TO HELP ENSURE APPROPRIATE REPRESENTATION IN THE CHNA. THE ANNA JAQUES HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WAS ALSO INTEGRALLY INVOLVED IN PROVIDING INPUT ON COMMUNITY NEEDS AND PRIORITIZING THE LEADING HEALTH ISSUES. THE CBAC MET FIVE TIMES DURING THE COURSE OF THE ASSESSMENT. THEY PROVIDED INPUT REGARDING THE CHNA OVERALL AND GUIDED THE PRIORITIZATION AND PLANNING PHASE, CONDUCTING OUTREACH TO COMMUNITY VOICES THAT HAVE HISTORICALLY BEEN LEFT OUT OF SIMILAR PROCESSES. 2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--REVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTSTHE ANNA JAQUES HOSPITAL'S CBAC WAS ENGAGED AT THE OUTSET OF THE STRATEGIC PLANNING AND REPORTING PHASE OF THE PROJECT. THE CBAC WAS UPDATED ON ASSESSMENT PROGRESS AND WAS PROVIDED THE OPPORTUNITY TO VET AND COMMENT ON PRELIMINARY FINDINGS. THE CBAC THEN PARTICIPATED IN A PRIORITIZATION PROCESS USING A SET OF ANONYMOUS POLLS, WHICH ALLOWED THEM TO IDENTIFY A SET OF COMMUNITY HEALTH PRIORITIES AND POPULATION COHORTS THAT THEY BELIEVED SHOULD BE CONSIDERED FOR PRIORITIZATION AS ANNA JAQUES HOSPITAL DEVELOPED ITS IMPLEMENTATION STRATEGY (IS). AFTER PRIORITIZATION WITH THE CBAC, A COMMUNITY LISTENING SESSION WAS ORGANIZED WITH THE PUBLIC-AT-LARGE, INCLUDING COMMUNITY RESIDENTS, REPRESENTATIVES FROM CLINICAL AND SOCIAL SERVICE PROVIDERS, AND OTHER COMMUNITY-BASED ORGANIZATIONS THAT PROVIDE SERVICES THROUGHOUT THE CBSA. USING THE SAME SET OF ANONYMOUS POLLS, COMMUNITY LISTENING SESSION PARTICIPANTS WERE ASKED TO PRIORITIZE THE ISSUES THAT THEY BELIEVED WERE MOST IMPORTANT. THE SESSION ALSO ALLOWED PARTICIPANTS TO SHARE THEIR IDEAS ON EXISTING COMMUNITY STRENGTHS AND ASSETS, AS WELL AS THE SERVICES, PROGRAMS, AND STRATEGIES THAT SHOULD BE IMPLEMENTED TO ADDRESS THE ISSUES IDENTIFIED. THE CBAC ANALYZED LISTENING SESSION DATA AND INTEGRATED COMMUNITY INPUT INTO THE FINAL PRIORITIZATION. AFTER THE PRIORITIZATION PROCESS, A CHNA REPORT WAS DEVELOPED AND ANNA JAQUES HOSPITAL'S EXISTING IS WAS AUGMENTED, REVISED, AND TAILORED. WHEN DEVELOPING THE IS, ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS STAFF RETAINED COMMUNITY HEALTH INITIATIVES THAT WORKED WELL AND ALIGNED WITH THE PRIORITIES FROM THE 2025 CHNA. AFTER DRAFTS OF THE ANNA JAQUES HOSPITAL CHNA REPORT AND IS WERE DEVELOPED, THEY WERE SHARED WITH ANNA JAQUES HOSPITAL'S SENIOR LEADERSHIP TEAM FOR INPUT AND COMMENT. THE HOSPITAL'S COMMUNITY BENEFITS STAFF THEN REVIEWED THESE INPUTS AND INCORPORATED ELEMENTS, AS APPROPRIATE, BEFORE THE FINAL 2025 CHNA REPORT AND 2026-2028 IS WERE SUBMITTED TO ANNA JAQUES HOSPITAL'S BOARD OF TRUSTEES FOR APPROVAL. AFTER THE BOARD OF TRUSTEES FORMALLY APPROVED THE 2025 CHNA REPORT AND ADOPTED 2026-2028 IS, THESE DOCUMENTS WERE POSTED ON ANNA JAQUES HOSPITAL'S WEBSITE, ALONGSIDE THE 2022 CHNA REPORT AND 2023-2025 IS, FOR EASY VIEWING AND DOWNLOAD. AS WITH ALL ANNA JAQUES HOSPITAL CHNA PROCESSES, THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC WHENEVER REQUESTED, ANONYMOUSLY AND FREE OF CHARGE. IT SHOULD ALSO BE NOTED THAT THE HOSPITAL'S COMMUNITY BENEFITS STAFF HAVE MECHANISMS IN PLACE TO RECEIVE WRITTEN COMMENTS ON THE MOST RECENT CHNA AND IS, ALTHOUGH NO COMMENTS HAVE BEEN RECEIVED SINCE THE LAST CHNA AND IS WERE MADE AVAILABLE.2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--KEY FINDINGSANNA JAQUES HOSPITAL'S PRIORITY COHORTS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDING SEPTEMBER 30, 2025, WERE:- YOUTH- LOW-RESOURCED POPULATIONS- OLDER ADULTS- RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULATIONS- INDIVIDUALS LIVING WITH DISABILITIES |
| ANNA JAQUES HOSPITAL'S CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS: | - EQUITABLE ACCESS TO CARE: IN THE CONTEXT OF THE HEALTHCARE SYSTEM, SYSTEMIC FACTORS INCLUDE A BROAD RANGE OF DIFFERENT CONSIDERATIONS THAT INFLUENCE A PERSON'S ABILITY TO ACCESS TIMELY, EQUITABLE, ACCESSIBLE, AND HIGH-QUALITY SERVICES. THERE IS A GROWING APPRECIATION FOR THE IMPORTANCE OF THESE FACTORS AS THEY ARE SEEN AS CRITICAL TO ENSURING THAT PEOPLE CAN FIND, ACCESS, AND ENGAGE IN THE SERVICES THEY NEED, COMMUNICATE WITH CLINICAL AND SOCIAL SERVICE PROVIDERS, AND TRANSITION SEAMLESSLY FROM ONE SERVICE SETTING TO ANOTHER. THE ASSESSMENT GATHERED INFORMATION RELATED TO PERCEPTIONS OF SERVICE GAPS, BARRIERS TO ACCESS (E.G., COST OF CARE, HEALTH INSURANCE STATUS, LANGUAGE ACCESS, CULTURAL COMPETENCE), CARE COORDINATION, AND INFORMATION SHARING.- SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT) CONTINUE TO HAVE A MASSIVE IMPACT ON MANY SEGMENTS OF THE POPULATION. THE SOCIAL DETERMINANTS OF HEALTH ARE "THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS." THESE CONDITIONS INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN THE CBSA. RESEARCH SHOWS THAT SUSTAINED SUCCESS IN COMMUNITY HEALTH IMPROVEMENT AND ADDRESSING HEALTH DISPARITIES RELIES ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THAT LEAD TO POOR HEALTH OUTCOMES AND DRIVE HEALTH INEQUITIES. THE ASSESSMENT GATHERED A RANGE OF INFORMATION RELATED TO HOUSING, FOOD INSECURITY, ECONOMIC INSECURITY, EDUCATION, ACCESS TO CARE/NAVIGATION ISSUES, AND OTHER IMPORTANT SOCIAL FACTORS. THERE IS LIMITED QUANTITATIVE DATA IN THE AREA OF SOCIAL DETERMINANTS OF HEALTH. DESPITE THIS, INFORMATION GATHERED THROUGH INTERVIEWS, FOCUS GROUPS, SURVEYS, AND THE LISTENING SESSION REINFORCED THAT THESE ISSUES HAVE THE GREATEST IMPACT ON HEALTH STATUS AND ACCESS TO CARE IN THE REGION - ESPECIALLY ISSUES RELATED TO HOUSING, FOOD INSECURITY/NUTRITION, TRANSPORTATION, AND LANGUAGE AND CULTURAL BARRIERS TO SERVICES.- HIGH RATES OF SUBSTANCE USE (E.G., ALCOHOL, PRESCRIPTION DRUG/OPIOIDS, MARIJUANA) AND MENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY AND STRESS). SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE ANNA JAQUES HOSPITAL'S CBSA; THE OPIOID EPIDEMIC CONTINUED TO BE AN AREA OF FOCUS AND CONCERN, AND THERE WAS RECOGNITION OF THE LINKS AND IMPACTS ON OTHER COMMUNITY HEALTH PRIORITIES, INCLUDING MENTAL HEALTH, HOUSING, AND HOMELESSNESS. INTERVIEWEES, FOCUS GROUPS, AND COMMUNITY LISTENING SESSION PARTICIPANTS IDENTIFIED STIGMA AS A BARRIER TO TREATMENT AND REPORTED A NEED FOR PROGRAMS THAT ADDRESS COMMON CO-OCCURRING ISSUES (E.G., MENTAL HEALTH ISSUES, HOMELESSNESS).- - HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). IN THE COMMONWEALTH, CHRONIC CONDITIONS LIKE CANCER, HEART DISEASE, CHRONIC LOWER RESPIRATORY DISEASE, AND STROKE ACCOUNT FOR FOUR OF THE SIX LEADING CAUSES OF DEATH STATEWIDE, AND IT IS ESTIMATED THAT THERE ARE MORE THAN $41 BILLION IN ANNUAL COSTS ASSOCIATED WITH CHRONIC DISEASE. PERHAPS MOST SIGNIFICANTLY, CHRONIC DISEASES ARE LARGELY PREVENTABLE DESPITE THEIR HIGH PREVALENCE AND DRAMATIC IMPACT ON INDIVIDUALS AND SOCIETYTHE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, AND THE ASSOCIATED IMPLEMENTATION STRATEGY ADOPTED FROM THIS PROCESS WERE DESIGNED TO INFORM ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2026, SEPTEMBER 30, 2027, AND SEPTEMBER 30, 2028. ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES AND ACCOMPLISHMENTS WHICH ARE REPORTED IN THIS FORM 990 SCHEDULE H WERE INFORMED BY THE HOSPITAL'S PREVIOUS CHNA AND IMPLEMENTATION STRATEGY AND ARE PROVIDED IN MORE DETAIL BELOW. PRIOR COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFITS ACTIVITIES REPORTED IN THIS FORM 990 SCHEDULE HAS NOTED THROUGHOUT THIS FORM 990 SCHEDULE H, ANNA JAQUES HOSPITAL MOST RECENTLY COMPLETED CHNA WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 (TAX YEAR 2024) AND THE FIRST YEAR OF ACCOMPLISHMENTS UNDER THAT CHNA AND IMPLEMENTATION STRATEGY (IS) WILL BE REPORTED IN THE FORM 990 FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2026. THE PRIOR CHNA AND IS PROCESS WHICH WAS COMPLETED BY ANNA JAQUES HOSPITAL DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2022 AND INFORMED ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS OPERATIONS AND ACCOMPLISHMENTS REPORTED IN THIS FORM 990. 2022 COMMUNITY HEALTH NEEDS ASSESSMENT--PRIORITY GEOGRAPHY AND COHORTSANNA JAQUES HOSPITAL COMPLETED ITS 2022 ASSESSMENT IN SEPTEMBER 2022. THE GEOGRAPHICAL FOCUS OF ANNA JAQUES HOSPITAL'S 2022 CHNA ENCOMPASSED AMESBURY, HAVERHILL, MERRIMAC, NEWBURYPORT, AND SALISBURY.COMMUNITY HEALTH ISSUES AND PRIORITY COHORTS FOR ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS INITIATIVES DRIVEN BY ITS PRIOR CHNA AND IS WERE IDENTIFIED THROUGH A COLLABORATIVE COMMUNITY ENGAGEMENT AND PLANNING PROCESS AND FROM A CHNA PROCESS THAT IS CONDUCTED EVERY THREE YEARS IN ACCORDANCE WITH THE REQUIREMENTS UNDER IRC SECTION 501(R).ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS INVESTMENTS AND RESOURCES UNDER THE PRIOR CHNA AND IS FOCUSED ON IMPROVING THE HEALTH STATUS OF THOSE WHO ARE MEDICALLY-UNDERSERVED, EXPERIENCED POVERTY OR FACE THE GREATEST HEALTH DISPARITIES IN AMESBURY, HAVERHILL, MERRIMAC, NEWBURYPORT, AND SALISBURY, AS FOLLOWS:- YOUTH- LOW-RESOURCED POPULATIONS- OLDER ADULTS- RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULATIONS- INDIVIDUALS LIVING WITH DISABILITIES2022 COMMUNITY HEALTH NEEDS ASSESSMENT--SUMMARY OF APPROACH AND METHODSSIMILAR TO ANNA JAQUES HOSPITAL'S APPROACH AND METHODS FOR THE CHNA ADOPTED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, ANNA JAQUES HOSPITAL'S PRIOR CHNA APPROACH INVOLVED EXTENSIVE DATA COLLECTION ACTIVITIES, SUBSTANTIAL EFFORTS TO ENGAGE THE HOSPITAL'S PARTNERS AND COMMUNITY RESIDENTS, AND THOUGHTFUL PRIORITIZATION, PLANNING, AND REPORTING PROCESSES. THROUGHOUT THE CHNA PROCESS, EFFORTS WERE MADE TO UNDERSTAND THE NEEDS OF THE COMMUNITIES ENCOMPASSING ANNA JAQUES HOSPITAL'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. ANNA JAQUES HOSPITAL'S UNDERSTANDING OF THESE COMMUNITIES' NEEDS IS DERIVED FROM COLLECTING A WIDE RANGE OF QUANTITATIVE DATA TO IDENTIFY DISPARITIES AND CLARIFY THE NEEDS OF SPECIFIC COMMUNITIES AND COMPARING IT AGAINST DATA COLLECTED AT THE REGIONAL AND STATE LEVELS WHEREVER POSSIBLE TO SUPPORT ANALYSIS AND THE PRIORITIZATION PROCESS, AS WELL AS EMPLOYING A VARIETY OF STRATEGIES TO ENSURE COMMUNITY MEMBERS WERE INFORMED, CONSULTED, INVOLVED, AND EMPOWERED THROUGHOUT THE ASSESSMENT PROCESS. THE CHNA AND IS DEVELOPMENT PROCESS WAS GUIDED BY THE FOLLOWING PRINCIPLES: EQUITY, COLLABORATION, ENGAGEMENT, CAPACITY BUILDING, AND INTENTIONALITY.BETWEEN OCTOBER 2021 AND FEBRUARY 2022, ANNA JAQUES HOSPITAL CONDUCTED 18 ONE-ON-ONE INTERVIEWS WITH KEY COLLABORATORS IN THE COMMUNITY, FACILITATED THREE FOCUS GROUPS WITH SEGMENTS OF THE POPULATION FACING THE GREATEST HEALTH-RELATED DISPARITIES, ADMINISTERED A COMMUNITY HEALTH SURVEY INVOLVING MORE THAN 750 RESIDENTS, AND ORGANIZED TWO COMMUNITY LISTENING SESSIONS. (SCHEDULE H, PART V, SECTION B, QUESTIONS 3 AND 5). ULTIMATELY, THE ASSESSMENT PROCESS COLLECTED INFORMATION FROM MORE THAN 800 COMMUNITY RESIDENTS, CLINICAL AND SOCIAL SERVICE PROVIDERS, AND OTHER COMMUNITY PARTNERS. |
| ANNA JAQUES HOSPITAL RELIED ON NUMEROUS PRIMARY AND SECONDARY | DATA SOURCES TO ANALYZE THE HEALTH STATUS AND NEED LEVEL THROUGHOUT THEIR CBSA. ANNA JAQUES HOSPITAL] COLLECTED DATA FROM A NUMBER OF SOURCES INCLUDING PRIMARY QUANTITATIVE AND QUALITATIVE DATA, AS WELL AS SECONDARY DATA. EXAMPLES OF SECONDARY DATA SOURCES THAT ANNA JAQUES HOSPITAL LEVERAGED INCLUDED:- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2016-2020)- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY POPULATION CHANGE (2010-2020)- U.S. CENSUS BUREAU, COVID-19 HOUSEHOLD PULSE SURVEY (2021)- BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY (2019)- MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2020-2021)- FBI UNIFORM CRIME REPORTS (2019)- MASSACHUSETTS DEPARTMENT OF ECONOMIC RESEARCH, LABOR MARKET INFORMATION (2020-2021)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2019)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, BUREAU OF SUBSTANCE ABUSE SERVICES (2015-2017)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, COVID-19 DASHBOARD (2021)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, COVID-19 COMMUNITY IMPACT SURVEY (2021)- MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2019)- MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL DISCHARGES (2019)- MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2020)- MASSACHUSETTS INSTITUTE OF TECHNOLOGY, EVICTION LAB (2018)- ROBERT WOOD JOHNSON COUNTRY HEALTH RANKINGS (2019, 2020, 2021)2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--KEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)BETWEEN OCTOBER 2021 AND FEBRUARY 2022, ANNA JAQUES HOSPITAL WORKED WITH COLLABORATORS TO CONDUCT 18 KEY INFORMANT INTERVIEWS THAT ENGAGED COMMUNITY-BASED ORGANIZATIONS, CLINICAL AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED/APPOINTED OFFICIALS AND OTHER KEY COLLABORATORS THROUGHOUT ANNA JAQUES HOSPITAL'S CBSA. DISCUSSIONS EXPLORED INTERVIEWEES' EXPERIENCES OF ADDRESSING COMMUNITY NEEDS AND OPPORTUNITIES FOR FUTURE ALIGNMENT, COORDINATION AND EXPANSION OF SERVICES, INITIATIVES AND POLICIES. A LIST OF KEY INFORMANTS IS INCLUDED IN APPENDIX A OF THE CHNA REPORT THAT IS POSTED ON ANNA JAQUES HOSPITAL'S WEBSITE. THESE INDIVIDUALS WERE CHOSEN TO AMASS A REPRESENTATIVE GROUP OF PEOPLE WHO HAD THE EXPERIENCE NECESSARY TO PROVIDE INSIGHT ON THE HEALTH OF COMMUNITIES IN ANNA JAQUES HOSPITAL'S CBSA. INTERVIEWS WERE CONDUCTED VIRTUALLY USING A STANDARD INTERVIEW GUIDE. INTERVIEWS FOCUSED ON IDENTIFYING THE BIGGEST HEALTH-RELATED CONCERNS/ISSUES, AS WELL AS THE BARRIERS AND/OR CHALLENGES FOR ACCESSING RESOURCES AND SERVICES AMONG THOSE THEY SERVE AND/OR THOSE LIVING IN THE COMMUNITY, INCLUDING POSSIBLE STRATEGIES TO ADDRESS THOSE CONCERNS.2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--FOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)ANNA JAQUES HOSPITAL CONDUCTED 3 COMMUNITY FOCUS GROUPS AND HELD COMMUNITY LISTENING SESSIONS THAT IN TOTAL, ENGAGED MORE THAN 60 RESIDENTS IN ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA (CBSA) TO GATHER CRITICAL COMMUNITY INPUT FROM COMMUNITY RESIDENTS AND STAKEHOLDERS. THESE SESSIONS WERE ORGANIZED IN COLLABORATION WITH THE LINK HOUSE IN AMESBURY, AMESBURY HIGH SCHOOL YOUTH AND THE PETTENGILL HOUSE.ANNA JAQUES HOSPITAL HAS BEEN INTENTIONAL IN ENSURING THAT VARIED EXPERIENCES AND PERSPECTIVES, REFLECTIVE OF ANNA JAQUES HOSPITAL'S CBSA AND THE COMMUNITY AT LARGE, WERE SHARED THROUGHOUT THE CHNA AND IS PROCESS. TO REACH A BROAD RANGE OF COMMUNITY MEMBERS, ALL COMMUNITY SURVEYS, FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH A FOCUS ON COMMUNITY REPRESENTATIVENESS. FOR EXAMPLE, THE SURVEY WAS ADMINISTERED ONLINE AND VIA HARD COPY IN MULTIPLE LANGUAGES. FURTHERMORE, EXTENSIVE OUTREACH WAS CONDUCTED VIA SOCIAL MEDIA, INSTITUTIONAL NEWSLETTERS, EMAILS TO LARGE NETWORKS, PUBLIC LIBRARIES, FOOD PANTRIES AND COMMUNITY EVENTS TO HELP ENSURE DIVERSE REPRESENTATION IN THE CHNA. THE ANNA JAQUES HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WAS ALSO INVOLVED IN PROVIDING INPUT ON COMMUNITY NEEDS AND PRIORITIZING THE LEADING HEALTH ISSUES. THE CBAC MET FIVE TIMES DURING THE COURSE OF THE ASSESSMENT. THEY PROVIDED INPUT REGARDING THE CHNA OVERALL AND GUIDED THE PRIORITIZATION AND PLANNING PHASE, CONDUCTING OUTREACH TO COMMUNITY VOICES THAT HAVE HISTORICALLY BEEN LEFT OUT OF SIMILAR PROCESSES.2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--REVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTSAS NOTED ABOVE, THE CHNA PROCESS WAS DIVIDED INTO THREE PHASES. THE FINAL PHASE, PHASE III, INCLUDED THE FOLLOWING STEPS: - REVIEW OF THE ASSESSMENT'S MAJOR FINDINGS WITH THE ANNA JAQUES HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) AND HELD A VIRTUAL COMMUNITY FORUM PRESENTING RESULTS.- IDENTIFY ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS PRIORITY COHORTS, GEOGRAPHIC FOCUS, AND COMMUNITY HEALTH PRIORITIES.- ANALYZE ANNA JAQUES HOSPITAL'S EXISTING COMMUNITY BENEFITS ACTIVITIES WHICH WERE INFORMED BY THE 2019 CHNA AND SUBSEQUENT 2020 2022 IMPLEMENTATION STRATEGY THAT WERE COMPLETED BY ANNA JAQUES HOSPITAL DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018).- DETERMINE IF THE RANGE OF COMMUNITY BENEFITS ACTIVITIES ESTABLISHED DURING THE PREVIOUS CHNA AND IMPLEMENTATION STRATEGY PROCESS NEEDED TO BE AUGMENTED OR CHANGED TO RESPOND TO THE ASSESSMENT COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2022 (TAX YEAR 2021).2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--KEY FINDINGSTHE KEY PRIORITY COHORTS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDED SEPTEMBER 30, 2022, WERE:- YOUTH- LOW-RESOURCED POPULATIONS- OLDER ADULTS- RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONS- INDIVIDUALS WITH DISABILITIESANNA JAQUES HOSPITAL'S CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS: - EQUITABLE ACCESS TO CARE: INDIVIDUALS IDENTIFIED A NUMBER OF BARRIERS TO ACCESSING AND NAVIGATING THE HEALTHCARE SYSTEM. MANY OF THESE BARRIERS WERE AT THE SYSTEM LEVEL, MEANING THAT THE ISSUES STEM FROM THE WAY IN WHICH THE SYSTEM DOES OR DOES NOT FUNCTION. SYSTEM LEVEL ISSUES INCLUDED PROVIDERS NOT ACCEPTING NEW PATIENTS, LONG WAIT LISTS, AND AN INHERENTLY COMPLICATED HEALTHCARE SYSTEM THAT IS DIFFICULT FOR MANY TO NAVIGATE. THERE WERE ALSO INDIVIDUAL LEVEL BARRIERS TO ACCESS AND NAVIGATION. INDIVIDUALS MAY BE UNINSURED OR UNDERINSURED, WHICH MAY LEAD THEM TO FOREGO OR DELAY CARE. INDIVIDUALS MAY ALSO EXPERIENCE LANGUAGE OR CULTURAL BARRIERS - RESEARCH SHOWS THAT THESE BARRIERS CONTRIBUTE TO HEALTH DISPARITIES, MISTRUST BETWEEN PROVIDERS AND PATIENTS, INEFFECTIVE COMMUNICATION, AND ISSUES OF PATIENT SAFETY.- SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT) CONTINUE TO HAVE A MASSIVE IMPACT ON MANY SEGMENTS OF THE POPULATION. THE SOCIAL DETERMINANTS OF HEALTH ARE THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS. THESE CONDITIONS INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN THE CBSA. RESEARCH SHOWS THAT SUSTAINED SUCCESS IN COMMUNITY HEALTH IMPROVEMENT AND ADDRESSING HEALTH DISPARITIES RELIES ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THAT LEAD TO POOR HEALTH OUTCOMES AND DRIVE HEALTH INEQUITIES. THE ASSESSMENT GATHERED A RANGE OF INFORMATION RELATED TO ECONOMIC INSECURITY, EDUCATION, FOOD INSECURITY, ACCESS TO CARE/NAVIGATION ISSUES, AND OTHER IMPORTANT SOCIAL FACTORS. THERE IS LIMITED QUANTITATIVE DATA IN THE AREA OF SOCIAL DETERMINANTS OF HEALTH. DESPITE THIS, INFORMATION GATHERED THROUGH INTERVIEWS, FOCUS GROUPS, SURVEY, AND LISTENING SESSIONS SUGGESTED THAT THESE ISSUES HAVE THE GREATEST IMPACT ON HEALTH STATUS AND ACCESS TO CARE IN THE REGION - ESPECIALLY ISSUES RELATED TO HOUSING, FOOD SECURITY/NUTRITION, TRANSPORTATION AND ECONOMIC STABILITY. |
| - HIGH RATES OF SUBSTANCE USE (E.G., ALCOHOL, PRESCRIPTION DRUG/OPIOIDS, | MARIJUANA) AND MENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY AND STRESS). ANXIETY, CHRONIC STRESS, DEPRESSION, AND SOCIAL ISOLATION WERE LEADING COMMUNITY HEALTH CONCERNS. THE ASSESSMENT IDENTIFIED SPECIFIC CONCERNS ABOUT THE IMPACT OF MENTAL HEALTH ISSUES FOR YOUTH AND YOUNG ADULTS, TRAUMA, AND SOCIAL ISOLATION AMONG OLDER ADULTS. THESE DIFFICULTIES WERE EXACERBATED BY COVID-19. IN ADDITION TO THE OVERALL BURDEN AND PREVALENCE OF MENTAL HEALTH ISSUES, RESIDENTS IDENTIFIED A NEED FOR MORE PROVIDERS AND TREATMENT OPTIONS, ESPECIALLY INPATIENT AND OUTPATIENT TREATMENT, CHILD PSYCHIATRISTS, PEER SUPPORT GROUPS, AND MENTAL HEALTH SERVICES. SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE CBSA; THE OPIOID EPIDEMIC CONTINUED TO BE AN AREA OF FOCUS AND CONCERN, AND THERE WAS RECOGNITION OF THE LINKS AND IMPACTS ON OTHER COMMUNITY HEALTH PRIORITIES, INCLUDING MENTAL HEALTH, HOUSING, AND HOMELESSNESS. INDIVIDUALS ENGAGED IN THE ASSESSMENT IDENTIFIED STIGMA AS A BARRIER TO TREATMENT AND REPORTED A NEED FOR PROGRAMS THAT ADDRESS COMMON CO-OCCURRING ISSUES (E.G., MENTAL HEALTH ISSUES, HOMELESSNESS).- HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). CHRONIC CONDITIONS SUCH AS CANCER, DIABETES, CHRONIC LOWER RESPIRATORY DISEASE, STROKE, AND CARDIOVASCULAR DISEASE CONTRIBUTE TO 56% OF ALL MORTALITY IN THE COMMONWEALTH AND OVER 53% OF ALL HEALTH CARE EXPENDITURES ($30.9 BILLION A YEAR). PERHAPS MOST SIGNIFICANTLY, CHRONIC DISEASES ARE LARGELY PREVENTABLE DESPITE THEIR HIGH PREVALENCE AND DRAMATIC IMPACT ON INDIVIDUALS AND SOCIETY.THE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2022, AND THE ASSOCIATED IMPLEMENTATION STRATEGY ADOPTED FROM THIS PROCESS WERE DESIGNED TO INFORM ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2023, SEPTEMBER 30, 2024, AND SEPTEMBER 30, 2025.COMMUNITY HEALTH NEEDS ASSESSMENT--MAKING THE CHNA AND IMPLEMENTATION STRATEGY WIDELY AVAILABLEANNA JAQUES HOSPITAL STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY.AS NOTED ABOVE, ANNA JAQUES HOSPITAL COMPLETED ITS MOST RECENT CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2025 (TAX YEAR 2024). THAT CHNA AND APPENDIX WITH DETAILED INFORMATION IS AVAILABLE ON THE ANNA JAQUES HOSPITAL WEBSITE AT:HTTPS://AJH.ORG/-/MEDIA/FILES/AJH/AJH-2025-COMMUNITY-HEALTH-NEEDS-ASSESSMENT.PDFIN ADDITION TO THE CHNA, ANNA JAQUES HOSPITAL COMPLETED ITS MOST RECENT IMPLEMENTATION STRATEGY DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2025 (TAX YEAR 2024). THE IMPLEMENTATION STRATEGY IS AVAILABLE ON THE ANNA JAQUES HOSPITAL WEBSITE AT:HTTPS://AJH.ORG/-/MEDIA/FILES/AJH/AJH-2026-2028-IMPLEMENTATION-STRATEGY.PDF.ANNA JAQUES HOSPITAL COMPLETED ITS PREVIOUS CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2022 (TAX YEAR 2021). THAT CHNA IS AVAILABLE ON THE ANNA JAQUES HOSPITAL WEBSITE AT: HTTPS://AJH.ORG/-/MEDIA/FILES/AJH/AJH-2022-COMMUNITY-HEALTH-NEEDS-ASSESSMENT.PDFFINALLY, THE IMPLEMENTATION STRATEGY ASSOCIATED WITH THE CHNA COMPLETED DURING ANNA JAQUES HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2022 (TAX YEAR 2021) IS AVAILABLE ON THE ANNA JAQUES HOSPITAL WEBSITE AT:HTTPS://AJH.ORG/-/MEDIA/FILES/AJH/AJH-2023-2025-IMPLEMENTATION-STRATEGY-101122.PDF.EACH OF THESE DOCUMENTS IS ALSO AVAILABLE ON REQUEST (SCHEDULE H, PART V, SECTION B, LINE 7A).COMMUNITY HEALTH NEEDS ASSESSMENT--ADDRESSING COMMUNITY HEALTH NEEDS(SCHEDULE H, PART V, SECTION B, LINE 11)AS NOTED ABOVE, ANNA JAQUES HOSPITAL'S MOST RECENT CHNA AND IMPLEMENTATION STRATEGY WERE CONDUCTED AND APPROVED BY THE BOARD DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 BUT IT IS THE PREVIOUS CHNA AND IMPLEMENTATION STRATEGY WHICH INFORMED THE COMMUNITY BENEFITS MISSION AND ACTIVITIES OF ANNA JAQUES HOSPITAL FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 (TAX YEAR 2024) AND WHICH ARE REPORTED HERE ALONG WITH THE ENTITIES THAT THE HOSPITAL PARTNERS WITH ON THESE EFFORTS. GIVEN THE COMPLEX HEALTH ISSUES IN THE COMMUNITY, ANNA JAQUES HOSPITAL HAS BEEN STRATEGIC IN IDENTIFYING ITS COMMUNITY HEALTH PRIORITIES IN ORDER TO MAXIMIZE THE IMPACT OF ITS COMMUNITY BENEFITS PROGRAM AND WORK TO IMPROVE THE OVERALL HEALTH AND WELLNESS OF RESIDENTS IN ITS CBSA. GOALS FOR EACH PRIORITY AREA ARE LISTED BELOW.PRIORITY AREA 1: EQUITABLE ACCESS TO CARE- GOAL: PROVIDE EQUITABLE AND COMPREHENSIVE ACCESS TO HIGH-QUALITY HEALTH CARE SERVICES INCLUDING PRIMARY CARE AND SPECIALTY CARE, AS WELL AS URGENT AND EMERGING CARE, PARTICULARLY FOR THOSE WHO FACE CULTURAL, LINGUISTIC, AND ECONOMIC BARRIERS.PRIORITY AREA 2: SOCIAL DETERMINANTS OF HEALTH- GOAL: ENHANCE THE BUILT, SOCIAL, AND ECONOMIC ENVIRONMENTS WHERE PEOPLE LIVE, WORK, PLAY, AND LEARN IN ORDER TO IMPROVE HEALTH AND QUALITY-OF-LIFE OUTCOMES.PRIORITY AREA 3: MENTAL HEALTH AND SUBSTANCE USE- GOAL: PROMOTE SOCIAL AND EMOTIONAL WELLNESS BY FOSTERING RESILIENT COMMUNITIES AND BUILDING EQUITABLE, ACCESSIBLE, AND SUPPORTIVE SYSTEMS OF CARE TO ADDRESS MENTAL HEALTH AND SUBSTANCE USE.PRIORITY AREA 4: CHRONIC AND COMPLEX DISEASE- GOAL 1: ADDRESS THE PREVALENCE AND IMPACT, RISK/PROTECTIVE FACTORS, AND ACCESS ISSUES ASSOCIATED WITH CANCER.- GOAL 2: IMPROVE HEALTH OUTCOMES AND REDUCE DISPARITIES FOR INDIVIDUALS AT-RISK FOR OR LIVING WITH CHRONIC AND/OR COMPLEX CONDITIONS AND CAREGIVERS BY ENHANCING ACCESS TO SCREENING, REFERRAL SERVICES, COORDINATED HEALTH AND SUPPORT SERVICES, MEDICATIONS, AND OTHER RESOURCES.COMMUNITY HEALTH NEEDS ASSESSMENT--APPROACH TO ADDRESSING HEALTH NEEDS (SCHEDULE H, PART V, SECTION B, LINE 11)ANNA JAQUES HOSPITAL (ANNA JAQUES HOSPITAL) HAS TAKEN A HOLISTIC AND STRATEGIC APPROACH IN ADDRESSING THE HEALTH PRIORITIES IDENTIFIED IN THE CHNA AND ASSOCIATED IMPLEMENTATION STRATEGY BY CREATING, SUPPORTING AND INVESTING IN HEALTH PROGRAMMING AND INITIATIVES THROUGHOUT THEIR CBSA. BELOW IS A SUMMARY OF SOME OF THE COMMUNITY BENEFITS PROGRAMS AND INITIATIVES ANNA JAQUES HOSPITAL OPERATES AND SUPPORTS TO IMPROVE HEALTH OUTCOMES AMONG THEIR FOCUS COHORTS THROUGHOUT THEIR PRIORITY NEIGHBORHOODS. ANNA JAQUES HOSPITAL WORKED TO EXPAND ACCESS TO CARE BEING MINDFUL OF ITS PRIORITY COHORTS. KNOWING TRANSPORTATION WAS IDENTIFIED AS A BARRIER TO CARE FOR OLDER ADULTS IN THE 2022 CHNA, ANNA JAQUES HOSPITAL SUPPORTED NORTHERN ESSEX ELDER TRANSPORT (NEET), WHICH PROVIDES TRANSPORTATION TO LOCAL AND OUT-OF-TOWN MEDICAL APPOINTMENTS FOR THOSE THAT ARE 60 OR OLDER WHO CANNOT ACCESS AND/OR AFFORD OTHER MEANS. IN ADDITION, ANNA JAQUES HOSPITAL PAID PATIENTS' CARE RELATED TRANSPORTATION FROM EMERGENCY FUNDS. ANNA JAQUES HOSPITAL BIRTH CENTER'S "WELCOME VISIT" PROGRAM PREPARED NEW PARENTS FOR DELIVERY, WITH TARGETED OUTREACH TO THOSE WHO FALL INTO HIGH-RISK CATEGORIES AND THE MOST VULNERABLE PATIENTS. THE PROGRAM COORDINATES WITH SOCIAL WORK TO ENSURE THE MOST VULNERABLE PATIENTS ATTEND THE VISIT, AND THE VISIT IS FREE OF CHARGE. ANNA JAQUES HOSPITAL UNDERSTANDS THAT ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH IS VITAL TO MOVE TOWARD HEALTH EQUITY. HOUSING AND FOOD SECURITY WERE IDENTIFIED IN THE 2025 CHNA AND ARE THE FOCUS OF EFFORTS IN THE CURRENT IMPLEMENTATION STRATEGY. IN FY25, ANNA JAQUES HOSPITAL SUPPORTED A WIDE VARIETY OF PROGRAMS AIMED AT INCREASING FOOD SECURITY WITHIN THE CBSA INCLUDING NOURISHING THE NORTHSHORE'S VEGOUT PROGRAM AND OUR NEIGHBORS' TABLE WEDNESDAY MEAL. ANNA JAQUES HOSPITAL PROVIDED FUNDING TO PROGRAMS WORKING TO INCREASE ACCESS TO HEALTHY FOODS FOR PERSONS WHO ARE UNHOUSED, INCLUDING HAVERHILL PUBLIC SCHOOLS' MCKINNEY VENTO PROGRAM AND COMMON GROUND MINISTRIES. AND, TO INCREASE HEALTH EQUITY IN GATEWAY MUNICIPALITIES, AND CONTINUE TO SERVE THE UNDERSERVED, BETH ISRAEL LAHEY HEALTH (BILH) CONTINUED TO SUPPORT THE YMCA OF THE NORTH SHORE/HAVERHILL YMCA TO ADDRESS SOCIAL DETERMINANTS OF HEALTH NEEDS AND INCREASE FOOD ACCESS THROUGH A HYDROPONIC FREIGHT FARM. THE YMCA COLLABORATED WITH THE CITY OF HAVERHILL AND THE HAVERHILL PUBLIC SCHOOLS TO LOCATE THE FARM AT HAVERHILL'S GATEWAY ACADEMY, A PUBLIC MIDDLE AND HIGH SCHOOL. IN ADDITION TO FOOD, ANNA JAQUES HOSPITAL SUPPORTED EMMAUS, INC. MITCH'S PLACE, AN EMERGENCY OVERNIGHT SHELTER, YWCA' ROOF OVER HEAD, AND COMMUNITY ACTION'S COMMUNITY SERVICES PROGRAM TO SHELTER, REHOUSE, AND/OR PROVIDE HOUSING STABILIZATION SERVICES. |
| MENTAL HEALTH AND SUBSTANCE USE CONTINUE TO BE A PRIORITY FOR ANNA | JAQUES HOSPITAL. THE PATIENT CARE NAVIGATOR AT ANNA JAQUES HOSPITAL SUPPORTS WOMEN WITH SUBSTANCE USE DISORDER (SUD) AND/OR NEONATAL ABSTINENCE SYNDROME (NAS). THE PATIENT CARE NAVIGATOR SERVES WOMEN IN RECOVERY AND SEEKING ADDITIONAL SUPPORT, WHO HAVE SUFFERED FROM TRAUMA OR ABUSE, OR WHO HAVE BEEN DIAGNOSED WITH MENTAL HEALTH DISORDERS. THE PATIENT CARE NAVIGATOR SUPPORTS WOMEN THROUGHOUT THEIR PREGNANCY AND INTO THE FIRST YEAR OF MOTHERHOOD, WORKING IN COLLABORATION WITH WOMEN'S HEALTH CARE AND THE ANNA JAQUES BIRTH CENTER & NEONATAL CARE CENTER. IN ADDITION, ANNA JAQUES HOSPITAL SUPPORTED THE PETTENGILL HOUSE'S BEHAVIORAL EVENT AND SUBSTANCE SUPPORT TEAM (BESST) PROGRAM, WHICH WAS ABLE TO RESPOND TO THE INCREASED MENTAL HEALTH AND SUBSTANCE-RELATED NEEDS. THE 2022 ANNA JAQUES HOSPITAL CHNA IDENTIFIED YOUTH MENTAL HEALTH AS A CRITICAL CONCERN IN ANNA JAQUES HOSPITAL'S CBSA. ANNA JAQUES HOSPITAL SUPPORTED THE CATCH (CHILDREN AND TEEN CENTER FOR HELP) PROGRAM AT LINK HOUSE TO INCREASE ACCESS TO MENTAL HEALTH AND SUBSTANCE-USE TREATMENT AND EDUCATION FOR SCHOOL-AGED CHILDREN AND TEENS. IN ADDITION, ANNA JAQUES HOSPITAL SUPPORTED JEANNE GEIGER'S CRISIS CENTER'S YOUTH EMPOWERMENT SERIES, WHICH USES RESEARCH-BASED AND NATIONALLY RECOGNIZED APPROACHES TO VIOLENCE PREVENTION TO TEACH ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS HOW TO LEAD CONVERSATIONS ABOUT HEALTHY RELATIONSHIPS, RECOGNIZE SIGNS OF AN ABUSIVE RELATIONSHIP, AND BECOME EMPOWERED TO MAKE POSITIVE AND HEALTHY DECISIONS.ANNA JAQUES HOSPITAL CONTINUES TO ADDRESS COMPLEX AND CHRONIC DISEASE WITH A FOCUS ON CANCER IN DIVERSE WAYS. ANNA JAQUES HOSPITAL PARTNERS WITH COMMUNITY ORGANIZATIONS AIMED AT SUPPORTING A PERSON BEYOND THEIR CANCER DIAGNOSIS TO PROMOTE SURVIVORSHIP. FOR EXAMPLE, ANNA JAQUES HOSPITAL SUPPORTS THE YWCA OF NEWBURYPORT'S ENCORE PROGRAM, A UNIQUE SURVIVORSHIP PROGRAM FOR THOSE WHO HAVE EXPERIENCED CANCER AT ANY POINT IN THEIR LIVES. ENCORE PROVIDES FREE ACCESS TO A TAILORED EXERCISE PROGRAM, INCORPORATING LAND AND WATER EXERCISES APPROPRIATE FOR ALL FITNESS LEVELS AT ANY POINT IN THEIR TREATMENT JOURNEY AND BEYOND. LOOKING AT CHRONIC DISEASE MORE BROADLY AND AMONG ANNA JAQUES HOSPITAL'S PRIORITY COHORTS OF OLDER ADULTS AND THOSE RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE, SARAH'S PLACE ADULT HEALTH CENTER RECEIVED SUPPORT FOR BILINGUAL OUTREACH TO PROVIDE EDUCATION ABOUT THE RESOURCES AND BENEFITS OF ADULT DAY HEALTH PROGRAMS. SARAH'S PLACE ADULT DAY HEALTH CENTER PROVIDES MEDICAL OVERSIGHT AND ASSISTANCE WITH ACTIVITIES OF DAILY LIVING WHILE PROMOTING A SENSE OF PURPOSE AND A COMMUNITY OF CARING FOR PARTICIPANTS. WITH INCREASED AWARENESS, ACCESS TO ADULT DAY HEALTH PROGRAM KEEPS AGING ADULTS HEALTHY AND INDEPENDENT IN THE COMMUNITY. A FULL UPDATE ON ANNA JAQUES HOSPITAL'S HEALTH PRIORITIES AND ASSOCIATED GOALS IS INCLUDED BELOW.SCHEDULE H--COMMUNITY BENEFITS ACCOMPLISHMENTS -- IMPLEMENTATION STRATEGY UPDATEKEY: BASELINE-2023, YEAR 1-2024, YEAR 2-2025PRIORITY AREA 1: SOCIAL DETERMINANTS OF HEALTH SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT) CONTINUE TO HAVE A MASSIVE IMPACT ON MANY SEGMENTS OF THE POPULATION. THE DOMINANT THEME FROM ANNA JAQUES HOSPITAL'S KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE CONTINUED IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH ARE HAVING ON THE CBSA'S LOW-INCOME, UNDERSERVED, DIVERSE POPULATION COHORTS. MORE SPECIFICALLY, DETERMINANTS SUCH AS POVERTY, EMPLOYMENT OPPORTUNITIES, VIOLENCE, TRANSPORTATION, LITERACY, PROVIDER LINGUISTIC/CULTURAL COMPETENCY, SOCIAL SUPPORT AND COMMUNITY INTEGRATION LIMIT MANY PEOPLE'S ABILITY TO CARE FOR THEIR OWN AND/OR THEIR FAMILIES' HEALTH. THE IMPACT OF BARRIERS TO CARE AND DISPARITIES IN HEALTH OUTCOMES THAT THESE POPULATIONS FACE ARE WIDELY DOCUMENTED. THERE ARE A MULTITUDE OF INDIVIDUAL, COMMUNITY AND SOCIETAL FACTORS THAT WORK TOGETHER TO CREATE THESE INEQUITIES. THE UNDERLYING ISSUE IS NOT ONLY RACE/ETHNICITY, FOREIGN-BORN STATUS, OR LANGUAGE BUT RATHER A BROAD ARRAY OF INTERRELATED ISSUES INCLUDING ECONOMIC OPPORTUNITY, EDUCATION, CRIME, AND COMMUNITY COHESION.GOAL: ENHANCE THE BUILT, SOCIAL, AND ECONOMIC ENVIRONMENTS WHERE PEOPLE LIVE, WORK, PLAY, AND LEARN TO IMPROVE HEALTH AND QUALITY-OF-LIFE OUTCOMES.STRATEGY1.1 PROVIDE COMMUNITY HEALTH GRANTS TO SUPPORT IMPACTFUL PROGRAMS THAT ADDRESS ISSUES ASSOCIATED WITH THE SOCIAL DETERMINANTS OF HEALTH.INITIATIVES TO ADDRESS THE PRIORITY- COMMUNITY HEALTH GRANTSMETRICS AND STATUS UPDATE:* BASED ON DATA COLLECTED BETWEEN OCTOBER 1, 2024 AND SEPT 30, 2025- ANNA JAQUES HOSPITAL COMMUNITY BENEFITS AND COMMUNITY RELATIONS STAFF IMPLEMENTED EFFECTIVE AND EFFICIENT PROGRAMS THROUGH COMMUNITY HEALTH GRANTS THAT SUPPORT THE COMMUNITY HEALTH NEEDS OF THE COMMUNITY BENEFITS SERVICE AREA (CBSA). - # OF PROGRAMS SUPPORTED AND IMPLEMENTED (BASELINE: 18; YEAR 1: 15; YEAR 2: 18) - ANNA JAQUES HOSPITAL, IN COLLABORATION WITH BETH ISRAEL LAHEY HEALTH, REGULARLY CONVENES COMMUNITY TRAININGS TO INCREASE THE CAPACITY OF THE EXTERNAL ORGANIZATIONS - # OF COMMUNITY CAPACITY BUILDING TRAININGS OFFERED (BASELINE: 4; YEAR 1: 2 EVALUATION WORKSHOPS TO 30 ORGANIZATIONS AND GRANTEES; YEAR 2: 5 EVALUATION WORKSHOPSSTRATEGY: SUPPORT PROGRAMS AND INITIATIVES THAT STABILIZE OR CREATE ACCESS TO AFFORDABLE HOUSING.INITIATIVES:- YWCA NEWBURYPORT: ROOF OVER HEAD PROGRAM - EMMAUS, INC. MITCH'S PLACE EMERGENCY SHELTER- COMMUNITY ACTION INCMETRICS AND STATUS UPDATES- ANNA JAQUES HOSPITAL SUPPORTED THE YWCA OF NEWBURYPORT'S AFFORDABLE HOUSING RESIDENTS WITH A GRANT TO PURCHASE HEALTHY, FRESH PRODUCE. ALL HOUSEHOLDS ARE BELOW 60% OF THE AREA MEDIAN INCOME. HOUSEHOLDS WITH INCOMES BELOW 80% AMI ARE CONSIDERED LOW INCOME. AT THE RESIDENCES AT SALISBURY SQUARE (RSS) SITE, 20 OF 42 UNITS ARE CURRENTLY HOUSING FAMILIES WHOSE INCOME IS AT OR BELOW 30% OF AREA MEDIAN (WHICH IS CONSIDERED EXTREMELY LOW INCOME. - TENANTS ASSISTED WITH FOOD (BASELINE: 100)- STATUS: PROGRAM WAS FUNDED FOR BASELINE YEAR ONLY.- ANNA JAQUES HOSPITAL SUPPORTED EMMAUS, INC. "MITCH'S PLACE" EMERGENCY SHELTER THAT PROVIDES OVERNIGHT SHELTER, NUTRITIOUS MEALS, AND NEEDED SUPPORT SERVICES YEAR-ROUND, INCLUDING DURING EXTREME CONDITIONS, TO HOMELESS MEN AND WOMEN THAT MAY OTHERWISE SPEND THE NIGHT ENGAGING IN HIGH-RISK, SELF-DESTRUCTIVE, AND/OR ILLEGAL ACTIVITIES. THE PROGRAM ALSO OFFERS CASE MANAGEMENT TO SUPPORT ACCESSING NEEDED SERVICES AND JOB OPPORTUNITIES. - NUMBER OF INDIVIDUALS SERVED (BASELINE: 225; YEAR 1: 274; YEAR 2: 215)- NUMBER OF UNHOUSED INDIVIDUALS WHO ACCESSED PERMANENT HOUSING (YEAR 1: 48; YEAR 2: 64)- ANNA JAQUES HOSPITAL SUPPORTED THE YWCA'S ROOF OVER HEAD PROGRAM, WHICH PROVIDES RENTAL HOUSING FOR LOW-INCOME FAMILIES WITH DEPENDENT CHILDREN IN AMESBURY. CASE MANAGERS ASSIST FAMILIES TO MOVE TOWARD PERMANENT HOUSING. ELIGIBLE FAMILIES MUST BE UNHOUSED OR AT RISK OF BEING UNHOUSED. - NUMBER OF FAMILIES SERVED (YEAR 2: 2 FAMILIES)- STATUS: PROGRAM WAS FUNDED FOR YEAR 2 ONLY.- ANNA JAQUES SUPPORTED COMMUNITY ACTION, INC.'S COMMUNITY SERVICES PROGRAM, WHICH WORKS WITH CLIENTS IN CRISIS TO STAY HOUSED, CLOTHED, FED, AND TO MAINTAIN OTHER ESSENTIAL NEEDS.- HOUSEHOLDS ASSISTED TO AVOID EVICTION/FORECLOSURE (YEAR 2: 387)- HOUSEHOLDS ASSISTED TO OBTAIN HOUSING (YEAR 2: 64)- STATUS: PROGRAM WAS FUNDED FOR YEAR 2 ONLY.STRATEGY: SUPPORT EDUCATION, SYSTEMS, PROGRAMS, AND ENVIRONMENTAL CHANGES TO INCREASE HEALTHY EATING AND ACCESS TO AFFORDABLE, HEALTHY FOODS.INITIATIVES:- OUR NEIGHBORS' TABLE: WEEKLY WEDNESDAY MEAL PROGRAM - NOURISHING THE NORTH SHORE: VEGOUT MOBILE MARKET - COMMUNITY GRANT OPPORTUNITIESMETRICS AND STATUS UPDATES- ANNA JAQUES HOSPITAL ISSUED A COMMUNITY GRANT TO OUR NEIGHBORS' TABLE (ONT) TO SUPPORT THEIR WEDNESDAY MEAL PROGRAM, WHICH IS OPEN TO ANYONE. THE WEDNESDAY MEAL PROVIDES A HOT MEAL TO 300 500+ UNIQUE PEOPLE EACH MONTH. ONT ALSO PROVIDES HOME DELIVERIES OF THE WEDNESDAY MEAL TO THOSE WHO ARE HOMEBOUND AND DISTRIBUTES EXTRA PREPARED MEALS IN THE MARKET ON THURSDAY AS AN EXTRA CONVENIENCE FOR ONT GUESTS GUESTS SERVED THROUGH THE WEDNESDAY MEAL PROGRAM (BASELINE: 4,490; YEAR 1: AVERAGE OF 263 PER WEEK; YEAR 2: 305 AVERAGE PER WEEK) |
| - NOURISHING THE NORTHSHORE'S VEGOUT PROGRAM BRINGS HEALTHY, | LOCAL PRODUCE TO MEMBERS IN THE COMMUNITY THAT OFTEN DO NOT HAVE ACCESS TO THESE FOOD CHOICES. NNS PURCHASES FRESH, SEASONAL PRODUCE FROM LOCAL FARMS AND DISTRIBUTES THAT FOOD TO FOOD INSECURE COMMUNITY MEMBERS THROUGH NNS-RUN FARMERS' MARKETS AND HUNGER RELIEF PARTNER ORGANIZATIONS. ALL PRODUCE IS FREE TO THOSE WHO ARE VISITING THE FOOD ACCESS SITES. UNIQUE HOUSEHOLDS RECEIVING FOOD (BASELINE: 1,000) SERVINGS OF FOOD DISTRIBUTED (YEAR 1: 190,000; YEAR 2: 255,492)- BETH ISRAEL LAHEY HEALTH (BILH) AWARDED THE YMCA OF THE NORTH SHORE/HAVERHILL YMCA A GRANT TO ADDRESS SOCIAL DETERMINANTS OF HEALTH NEEDS AND INCREASE FOOD ACCESS THROUGH THE INTRODUCTION OF A FREIGHT CONTAINER TO OPERATE A HYDROPONIC FARM. THE YMCA PARTNERED WITH THE HAVERHILL PUBLIC SCHOOLS TO HOUSE THE FARM AT GATEWAY ACADEMY, A PUBLIC MIDDLE AND HIGH SCHOOL. STUDENTS FROM THE SCHOOL AND THE YMCA AFTERSCHOOL PROGRAM HELP TO GROW, TEND, AND HARVEST PRODUCE. THE FREIGHT FARM GROWS A VARIETY OF VEGETABLES, INCLUDING LETTUCE, BOK CHOY, AND SPINACH, THAT ARE DISTRIBUTED TO GATEWAY STUDENTS, YMCA PARTICIPANTS AND SHARED WITH LOCAL FOOD PANTRIES/HOMELESS SHELTERS. - UNIQUE PERSONS RECEIVING FOOD (BASELINE: 1,040; YEAR 1: 3,200; YEAR 2: 3,500)- STUDENT PARTICIPANTS IN STEM AND NUTRITIONAL ACTIVITIES (BASELINE: 43; YEAR 1: 30; YEAR 2: 65)- PEOPLE RECEIVED VIA COMMUNITY EVENTS (BASELINE: 154; YEAR 1: 350; YEAR 2: 350)- THE HAVERHILL PUBLIC SCHOOLS' MCKINNEY VENTO PROGRAM PROVIDES SUPPORT FOR STUDENTS AND THEIR FAMILIES WHO ARE UNHOUSED. ANNA JAQUES HOSPITAL'S SUPPORT FOR THE PROGRAM ASSISTS WITH MAINTAINING ONGOING FOOD RESOURCES WITHIN HAVERHILL SCHOOLS, SUCH AS HAVERHILL HIGH SCHOOL'S BACKPACK 68 PROGRAM AND SCHOOL FOOD CLOSETS. IN ADDITION, THIS FUNDING WILL SUPPORT CREATING ADDITIONAL SCHOOL FOOD CLOSETS OVER TWO YEARS. PARTNERSHIPS WITH LOCAL ORGANIZATIONS (YEAR 1: 5) INDIVIDUALS SUPPORTED (YEAR 1: 35; YEAR 2: 244) STATUS: PROGRAM BEGAN BEING FUNDED IN YEAR 1.- ANNA JAQUES HOSPITAL SUPPORTED COMMON GROUND MINISTRIES CAF, WHICH IS OPEN 365 DAYS A YEAR TO PROVIDE FOR THE FOUNDATIONAL NEEDS FOR THE UNHOUSED AND/OR LOWER INCOME POPULATION IN THE HAVERHILL AREA. THE PROGRAM PROVIDES FOOD, CLOTHING, HYGIENE PRODUCTS, RESOURCES, AND CARE FOR THIS SPECIFIC POPULATION. COMMON GROUND COLLABORATES WITH LOCAL SERVICE PROVIDERS AND THE HAVERHILL POLICE REGULARLY TO UNDERSTAND AND ADDRESS THE NEEDS OF THE UNHOUSED POPULATION. PERSONS SERVED (YEAR 1: 60-80+ PER DAY; YEAR 2: 30,000 TOTAL) STATUS: PROGRAM BEGAN BEING FUNDED IN YEAR 1.- ANNA JAQUES HOSPITAL IMPLEMENTED THE SENIOR DINE AND LEARN PROGRAM. THIS PROGRAM PROVIDES AN OPPORTUNITY FOR OLDER ADULTS TO ATTEND AN EDUCATION SESSION WHILE RECEIVING A FREE MEAL. % OF ATTENDEES WHO LEARNED SOMETIME NEW (YEAR 2: 100%) % OF ATTENDEES WHO PLAN TO MAKE A CHANGE BASED ON LEARNING (YEAR 2: 93%) STATUS: PROGRAM WAS IMPLEMENTED IN YEAR 2.- ANNA JAQUES HOSPITAL SUPPORTED THE FIRST PARISH NEWBURY FOOD PANTRY, WHICH PROVIDES FREE FOOD TO THOSE IN NEED, INCLUDING RESIDENTS OF NEWBURYPORT, SALISBURY, AMESBURY, AND OTHER SURROUNDING CITIES/TOWNS. THE ORGANIZATION SERVES APPROXIMATELY 600 GUESTS EACH WEEK, THE MAJORITY OF WHICH LIVE IN NEWBURYPORT (45%). MORE THAN HALF THE HOUSEHOLDS SERVED DON'T HAVE TRANSPORTATION AND DEPEND ON THE ORGANIZATION'S FOOD DELIVERY. THE ORGANIZATION HAS PANTRIES IN ALL THE SCHOOLS IN THE TRITON SCHOOL DISTRICT, WHICH INCLUDES SALISBURY ELEMENTARY SCHOOL AND TRITON HIGH SCHOOL, SERVING SALISBURY RESIDENTS. HOUSEHOLDS RECEIVING FOOD REGULARLY (BASELINE: 401) STATUS: PROGRAM WAS FUNDED FOR BASELINE YEAR ONLY.STRATEGY: PARTICIPATE IN MULTISECTOR COMMUNITY COALITIONS TO IDENTIFY AND ADVOCATE FOR POLICY, SYSTEMS, AND ENVIRONMENTAL CHANGES THAT REDUCE AND PREVENT FOOD INSECURITY AND/OR HOUSING CHALLENGES.INITIATIVES:- OUR NEIGHBORS' TABLE: FOOD TASK FORCEMETRICS AND STATUS UPDATES:- STATUS: ANNA JAQUES HOSPITAL STAFF PARTICIPATE IN SEVERAL COALITIONS AND COMMITTEES THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH, INCLUDING THE OUR NEIGHBORS' TABLE FOOD TASK FORCE. THIS TASK FORCE ADDRESSES FOOD SECURITY ACROSS ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA.PRIORITY AREA 2: CHRONIC AND COMPLEX CONDITIONSHIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). CHRONIC CONDITIONS SUCH AS CANCER, DIABETES, CHRONIC LOWER RESPIRATORY DISEASE, STROKE, AND CARDIOVASCULAR DISEASE CONTRIBUTE TO 56% OF ALL MORTALITY IN THE COMMONWEALTH AND OVER 53% OF ALL HEALTH CARE EXPENDITURES ($30.9 BILLION A YEAR). PERHAPS MOST SIGNIFICANTLY, CHRONIC DISEASES ARE LARGELY PREVENTABLE DESPITE THEIR HIGH PREVALENCE AND DRAMATIC IMPACT ON INDIVIDUALS AND SOCIETY.GOAL:- ADDRESS THE PREVALENCE AND IMPACT, RISK/PROTECTIVE FACTORS, AND ACCESS ISSUES ASSOCIATED WITH CANCER. - IMPROVE HEALTH OUTCOMES AND REDUCE DISPARITIES FOR INDIVIDUALS AT-RISK FOR OR LIVING WITH CHRONIC AND/OR COMPLEX CONDITIONS AND CAREGIVERS BY ENHANCING ACCESS TO SCREENING, REFERRAL SERVICES, COORDINATED HEALTH AND SUPPORT SERVICES, MEDICATIONS, AND OTHER RESOURCES.STRATEGY: PROVIDE PREVENTIVE HEALTH INFORMATION, SERVICES, AND SUPPORT FOR THOSE AT RISK FOR COMPLEX AND/OR CHRONIC CONDITIONS AND SUPPORT EVIDENCE-BASED CHRONIC DISEASE TREATMENT AND SELF-MANAGEMENT PROGRAMS.INITIATIVES:- BREAST CARE NAVIGATOR AT THE GERRISH BREAST CARE CENTER - SOCIAL WORKER, ANNA JAQUES HOSPITAL CANCER CENTER - COMMUNITY PREVENTION AND DISEASE MANAGEMENT PROGRAMSMETRICS AND STATUS UPDATES:- THE GERRISH BREAST CARE CENTER NURSE NAVIGATOR IS A REGISTERED NURSE WITH ONCOLOGY EXPERTISE WHO PROVIDES PATIENT NAVIGATION AND CARE COORDINATION ACROSS THE BREAST CANCER CONTINUUM. THE NURSE NAVIGATOR SUPPORTS PATIENTS AND CAREGIVERS THROUGH EDUCATION, COORDINATION OF SERVICES, AND BARRIER REDUCTION TO PROMOTE TIMELY, HIGH-QUALITY, PATIENT-CENTERED CARE. THE ROLE COLLABORATES WITH A MULTIDISCIPLINARY TEAM AND SUPPORTS STANDARDIZED, EVIDENCE-BASED BREAST CARE. INDIVIDUALS PROVIDED SUPPORT SERVICES AND CARE COORDINATION (BASELINE: 266 WOMEN SCHEDULED FOR IMAGE-GUIDED BREAST BIOPSIES AND 100 GBCC PATIENTS AND FAMILIES UNDERGOING BREAST SURGERY FOR BOTH BENIGN AND MALIGNANT CONDITIONS; YEAR 2: 54 FOR IN OFFICE CONSULTATION, EDUCATION, AND NAVIGATION OF NEXT STEPS). STATUS: PROGRAM WAS INACTIVE FOR YEAR 1. POSITION WAS VACANT FROM FY23 UNTIL MIDWAY THROUGH FY25. - ENHANCEFITNESS IS A PROVEN COMMUNITY-BASED SENIOR FITNESS AND ARTHRITIS MANAGEMENT PROGRAM. IT HELPS OLDER ADULTS BECOME MORE ACTIVE, ENERGIZED, AND EMPOWERED FOR INDEPENDENT LIVING. THE PROGRAM IS ESPECIALLY BENEFICIAL FOR OLDER ADULTS LIVING WITH ARTHRITIS. ANNA JAQUES HOSPITAL SUPPORTED THIS PROGRAM AT THE YMCA OF GREATER HAVERHILL. PERCENT OF PARTICIPANTS THAT MAINTAINED/INCREASED THEIR FEELING OF OVERALL HEALTH DURING THE 16-WEEK PROGRAM (BASELINE: 90%) PERCENT OF PARTICIPANTS WHO IMPROVED THEIR PHYSICAL ABILITIES OVER THE 16-WEEK PROGRAM (BASELINE: 75%) STATUS: PROGRAM WAS FUNDED IN BASELINE YEAR ONLY.- ANNA JAQUES HOSPITAL HOSTS FREE WEEKLY "BABY AND ME" CLASSES IN NEWBURYPORT AND HAVERHILL FOR ANY PARENT IN THE COMMUNITY. THESE GROUPS ARE FACILITATED BY A BIRTH CENTER LACTATION CONSULTANT/REGISTERED NURSE TO SUPPORT EVERY PERSON'S PARENTING EXPERIENCE. A PERSON DOES NOT NEED TO BE BREASTFEEDING/CHEST FEEDING TO ENJOY THIS GROUP. ALL ASPECTS OF PARENTING ARE DISCUSSED. PARENTS PARTICIPATING WEEKLY IN CLASSES (BASELINE: 15; YEAR 1: 15; YEAR 2: 13)- ANNA JAQUES HOSPITAL PROVIDED A COMMUNITY GRANT TO SARAH'S PLACE, WHICH PROVIDES MEDICAL OVERSIGHT AND ASSISTANCE WITH ACTIVITIES OF DAILY LIVING WHILE PROMOTING A SENSE OF PURPOSE AND A COMMUNITY OF CARING FOR PARTICIPANTS. WITH INCREASED AWARENESS, ACCESS TO ADULT DAY HEALTH PROGRAM KEEPS AGING ADULTS HEALTHY AND INDEPENDENT IN THE COMMUNITY. ANNA JAQUES HOSPITAL'S GRANT FUNDING SUPPORTS BILINGUAL OUTREACH TO PROVIDE EDUCATION ABOUT THE RESOURCES AND BENEFITS OF ADULT DAY HEALTH PROGRAMS. NUMBER OF ELDER/SENIOR HOUSING SITES RECEIVING ONSITE EDUCATION (YEAR 1: 4; YEAR 2: 8) STATUS: PROGRAM IMPLEMENTED IN YEAR 1.STRATEGY: SUPPORT COMMUNITY-BASED PROGRAMS/ INITIATIVES THAT INCREASE ACCESS TO HEALTHY FOODS AND/OR PHYSICAL ACTIVITY TO SUPPORT CANCER SURVIVORSHIP. |
| INITIATIVES: | - YMCA HAVERHILL: CORNER STONE PROGRAM- YWCA NEWBURYPORT: ENCORE PROGRAM - NORTH OF BOSTON CANCER RESOURCE: SPEAKER SERIESMETRICS AND STATUS UPDATES:- ANNA JAQUES HOSPITAL SUPPORTED THE CORNERSTONE PROGRAM AT THE GREATER HAVERHILL YMCA. CORNERSTONE IS A COLLABORATIVE HEALTH AND WELLNESS PROGRAM PROVIDING SUPPORT TO CANCER PATIENTS, CANCER SURVIVORS, AND THEIR IMMEDIATE FAMILIES. A FREE ONE-YEAR YMCA MEMBERSHIP IS PROVIDED TO THE FAMILY AND TWO WEEKS OF SUMMER CAMP PROGRAMMING AT NO COST. NUMBER OF SURVIVORSHIP SUPPORT PROGRAM MEMBERSHIPS (BASELINE: 41; YEAR 2: 28) NUMBER OF FAMILIES PROVIDED SUMMER CAMP (BASELINE: 8) STATUS: PROGRAM WAS NOT FUNDED IN YEAR 1- ANNA JAQUES HOSPITAL SUPPORTED THE YWCA OF NEWBURYPORT'S ENCORE AND AFTER ENCORE PROGRAM, WHICH IS A UNIQUE SURVIVORSHIP PROGRAM FOR THOSE WHO HAVE EXPERIENCED CANCER AT ANY POINT IN THEIR LIVES. THE PROGRAM PROVIDES FREE ACCESS TO A TAILORED EXERCISE PROGRAM, INCORPORATING LAND AND WATER EXERCISES APPROPRIATE FOR ALL FITNESS LEVELS AT ANY POINT IN THEIR TREATMENT JOURNEY AND BEYOND. ENCORE/AFTER ENCORE PARTICIPANTS (BASELINE: 36; YEAR 1: 48; YEAR 2: 50) - ANNA JAQUES HOSPITAL SUPPORTED THE NORTH OF BOSTON CANCER RESOURCE (NBCR), WHICH OFFERS SUPPORT AND EDUCATION TO PEOPLE AFFECTED BY CANCER FROM DIAGNOSIS, THROUGH TREATMENT AND BEYOND. THROUGH THE GIFT CERTIFICATE/VOUCHER PROGRAM, THEY FUND SUPPORTIVE SERVICES FROM THEIR RESOURCE GUIDE TO RECIPIENTS. SERVICES INCLUDE ONCOLOGY MASSAGE, MANUAL LYMPH DRAINAGE, ACUPUNCTURE, REIKI, PERSONAL TRAINING, YOGA THERAPY, GUIDED IMAGERY, HEALTH COACHING AND NUTRITION COUNSELING. THROUGH THEIR MONTHLY SPEAKER SERIES, NBCR PROVIDES INFORMATION THAT PROMOTES EMPOWERMENT THROUGH KNOWLEDGE AND SELF-CARE. INDIVIDUALS REACHED THROUGH SPEAKER SERIES (BASELINE: 271; YEAR 1: 240; YEAR 2: 155) COMPLEMENTARY CARE SESSIONS PROVIDED (BASELINE: 160; YEAR 1: 226; YEAR 2: 202) - ANNA JAQUES HOSPITAL SPONSORS THE HAVERHILL FARMERS' MARKET, WHICH IS DEDICATED TO PROMOTING HEALTHY EATING AND SUPPORTING LOCAL BUSINESS, SUSTAINABILITY, AND COMMUNITY SPIRIT BY PROVIDING FRESH LOCAL PRODUCE, BAKED AND PREPARED FOODS, AND HANDCRAFTED GOODS. SEVERAL VENDORS ACCEPT PAYMENT FROM THE SUPPLEMENTAL NUTRITION ASSISTANT PROGRAM (SNAP) AND WOMEN, INFANTS, AND CHILDREN (WIC) HELPING LOWER INCOME FAMILIES ACCESS LOCALLY GROWN FRESH PRODUCE. THE MARKET IS ACCESSIBLE BY FREE, PUBLIC TRANSPORTATION. NUMBER OF WEEKLY MARKETS HOSTED PER YEAR (BASELINE:19; YEAR 1: 19; YEAR 2: 19)STRATEGY: PARTICIPATE IN MULTISECTOR COMMUNITY COALITIONS TO IDENTIFY AND ADVOCATE FOR POLICY, SYSTEMS, AND ENVIRONMENTAL CHANGES THAT REDUCE AND PREVENT OR PROVIDE NEEDED SUPPORTS RELATED TO CANCER.INITIATIVES:- NORTH OF BOSTON CANCER RESOURCE BOARD OF DIRECTORSMETRICS AND STATUS UPDATES:- NORTH OF BOSTON CANCER RESOURCE BOARD OF DIRECTORS- # OF STAFF IN BOARD POSITIONS (BASELINE: 2; YEAR 1: 2; YEAR 2: 1)PRIORITY AREA 3: EQUITABLE ACCESS TO CARE INDIVIDUALS IDENTIFIED SEVERAL BARRIERS TO ACCESSING AND NAVIGATING THE HEALTHCARE SYSTEM. MANY OF THESE BARRIERS WERE AT THE SYSTEM LEVEL, MEANING THE ISSUES STEM FROM HOW THE SYSTEM DOES OR DOES NOT FUNCTION. SYSTEM LEVEL ISSUES INCLUDED PROVIDERS NOT ACCEPTING NEW PATIENTS, LONG WAIT LISTS, AND AN INHERENTLY COMPLICATED HEALTHCARE SYSTEM THAT IS DIFFICULT FOR MANY TO NAVIGATE. THERE WERE ALSO INDIVIDUAL LEVEL BARRIERS TO ACCESS AND NAVIGATION. INDIVIDUALS MAY BE UNINSURED OR UNDERINSURED, WHICH MAY LEAD THEM TO FOREGO OR DELAY CARE. INDIVIDUALS MAY ALSO EXPERIENCE LANGUAGE OR CULTURAL BARRIERS - RESEARCH SHOWS THAT THESE BARRIERS CONTRIBUTE TO HEALTH DISPARITIES, MISTRUST BETWEEN PROVIDERS AND PATIENTS, INEFFECTIVE COMMUNICATION, AND ISSUES OF PATIENT SAFETY.GOAL: PROVIDE EQUITABLE AND COMPREHENSIVE ACCESS TO HIGH-QUALITY HEALTH CARE SERVICES INCLUDING PRIMARY CARE AND SPECIALTY CARE, AND URGENT AND EMERGING CARE, PARTICULARLY FOR THOSE WHO FACE CULTURAL, LINGUISTIC AND ECONOMIC BARRIERS.STRATEGY: PROMOTE ACCESS TO HEALTH INSURANCE, PATIENT FINANCIAL COUNSELORS, AND NEEDED MEDICATIONS FOR PATIENTS WHO ARE UNINSURED OR UNDERINSURED. INITIATIVE(S):- PATIENT FINANCIAL SERVICES- TRANSPORTATION SERVICES- ADDRESSING PATIENT HEALTH DISPARITIESMETRICS AND STATUS UPDATES:- SIGNIFICANT SEGMENTS OF THE COMMUNITY POPULATION LIVING WITHIN THE HOSPITAL'S CBSA, PARTICULARLY LOW-RESOURCED POPULATIONS, FACE SIGNIFICANT BARRIERS TO CARE. THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM OFFERS EMERGENCY AND OTHER MEDICALLY NECESSARY SERVICES AT LOW OR NO COST TO QUALIFIED PATIENTS (WHEN QUALIFYING FAMILY INCOME IS AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL). THE HOSPITAL'S FINANCIAL COUNSELING STAFF SCREEN PEOPLE AND ASSIST THEM IN APPLYING FOR ALL ELIGIBLE FINANCIAL ASSISTANCE PROGRAMS.- # OF PATIENTS SCREENED FOR STATE ASSISTANCE (BASELINE: 156; YEAR 1: 622; YEAR 2: 1,252)- TO SUPPORT VULNERABLE COMMUNITIES AND LIMIT BARRIERS SO PATIENTS RECEIVE THE CARE THEY NEED, ANNA JAQUES HOSPITAL PROVIDES TRANSPORTATION ASSISTANCE TO PATIENTS WHO HAVE LIMITED RESOURCES AND SOCIAL SUPPORT. THIS PROGRAM IS OFFERED TO ANY PATIENT WHO MEETS THE CRITERIA OF NEED DECIDED BY A SOCIAL WORKER. - AMOUNT DISTRIBUTED TO PATIENTS (BASELINE: $7,200; YEAR 1: $7,400; YEAR 2: $2,263)- TRANSPORTATION ASSISTANCE FOR PATIENTS (BASELINE: 240 PATIENTS; YEAR 1: 189 RIDES; YEAR 2: 75 RIDES)- TO ORIENT AND SUPPORT EXPECTANT PATIENTS, ESPECIALLY THOSE DEEMED "HIGH-RISK," BY PREPARING THEM FOR HOSPITAL DELIVERY AND INITIAL NEWBORN CARE, ANNA JAQUES HOSPITAL STARTED A "WELCOME VISIT" PROGRAM IN JANUARY 2023. THE VISIT IS FREE, AND OUTREACH IS DONE TO ENSURE THE MOST VULNERABLE PATIENTS ATTEND THE VISIT.- WELCOME VISITS COMPLETED (BASELINE: 130; YEAR 1: 206 YEAR 2: 169)- THROUGHOUT ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA, ANNA JAQUES HOSPITAL SUBSIDIZES PRIMARY CARE SERVICES PROVIDED BY THE HOSPITAL'S AFFILIATED PHYSICIAN'S GROUP. - # OF PRACTICES PROVIDING PRIMARY CARE: (BASELINE: 5; YEAR 1: 5; YEAR 2: 5)- A BILH HEALTH EQUITY DIVISION SITS WITHIN THE OFFICE OF COMMUNITY AND HEALTH IMPACT. BILH'S HEALTH EQUITY TEAM'S FOCUS IS ON ADDRESSING HEALTH DISPARITIES TO ENSURE EQUITABLE HEALTH OUTCOMES ACROSS THE PATIENT POPULATIONS SERVED BY BILH. - % OF BILH PATIENTS 18-85 YEARS OF AGE DIAGNOSED WITH DIABETES (TYPE 1 AND TYPE 2) WHO HAD A HEMOGLOBIN A1C (HBA1C) LEVEL OF <= 9.0% (BASELINE: N/A; YEAR 1: N/A; YEAR 2: 78.4%)- % OF BILH PATIENTS 18-85 YEARS OF AGE WITH A DIAGNOSIS OF HYPERTENSION WHOSE BLOOD PRESSURE WAS ADEQUATELY CONTROLLED (< 140/90 MMHG) (BASELINE (N/A); YEAR 1 (N/A); YEAR 2: 75%)- % OF BILH PATIENTS 18-85 YEARS OF AGE WITH A DIAGNOSIS OF BOTH DIABETES AND HYPERTENSION WHO MEET CONTROL TARGETS FOR BOTH CONDITIONS (HBA1C <= 9.0% AND BP < 140/90 MMHG CRITERIA) (BASELINE (N/A); YEAR 1 (N/A); YEAR 2: 70.4%)STRATEGY: PROMOTE EQUITABLE CARE AND SUPPORT FOR THOSE WHO FACE CULTURAL AND LINGUISTIC BARRIERS.INITIATIVES: - INTERPRETER SERVICESMETRICS AND STATUS UPDATES:- ANNA JAQUES HOSPITAL OFFERS FREE INTERPRETER SERVICES FOR NON-ENGLISH SPEAKING, LIMITED-ENGLISH SPEAKING, DEAF AND HARD-OF-HEARING PATIENTS. PROFESSIONAL INTERPRETATION SERVICES IN HUNDREDS OF LANGUAGES ARE AVAILABLE 24/7.- ANNA JAQUES HOSPITAL INTERPRETER ENCOUNTERS (BASELINE: 1,487, TOP LANGUAGES BEING SPANISH AND PORTUGUESE; YEAR 1: 1,953, TOP LANGUAGES BEING SPANISH AND PORTUGUESE; YEAR 2: 1,978, TOP LANGUAGES BEING SPANISH AND PORTUGUESE)- BILH IS STRONGLY COMMITTED TO WORKFORCE DEVELOPMENT PROGRAMS THAT ENHANCE THE SKILLS OF ITS EMPLOYEES AND PROVIDE CAREER ADVANCEMENT OPPORTUNITIES. BILH OFFERS INCUMBENT EMPLOYEES "PIPELINE" PROGRAMS TO TRAIN FOR PROFESSIONS SUCH AS PATIENT CARE TECHNICIAN, CENTRAL PROCESSING TECHNICIAN AND ASSOCIATE'S DEGREE NURSE RESIDENT. BILH'S EMPLOYEE CAREER INITIATIVE PROVIDES CAREER AND ACADEMIC COUNSELING, ACADEMIC ASSESSMENT, AND PRE-COLLEGE AND COLLEGE-LEVEL SCIENCE COURSES TO EMPLOYEES AT NO CHARGE, ALONG WITH TUITION REIMBURSEMENT, COMPETITIVE SCHOLARSHIPS AND ENGLISH FOR SPEAKERS OF OTHER LANGUAGES (ESOL) CLASSES. BILH IS ALSO COMMITTED TO MAKING EMPLOYMENT OPPORTUNITIES AVAILABLE TO QUALIFIED COMMUNITY RESIDENTS THROUGH TRAINING INTERNSHIPS CONDUCTED IN PARTNERSHIP WITH COMMUNITY AGENCIES AND HIRING CANDIDATES REFERRED BY COMMUNITY PROGRAMS. |
| - COMMUNITY EVENTS AND PRESENTATIONS CONDUCTED | (BASELINE: 67; YEAR 1: 33; YEAR 2: 42)- INTERNS HIRED AFTER INTERNSHIPS (BASELINE: 22; YEAR 1: 37, YEAR 2: 36)- EMPLOYEES ENGAGE IN ESOL CLASSES (BASELINE: 45; YEAR 1: 82, YEAR 2: 126)- INTERNSHIPS OFFERED TO ADULT COMMUNITY MEMBERS (BASELINE: 54; YEAR 1: 107, YEAR 2: 131)- COMMUNITY MEMBERS REFERRED TO BILH (BASELINE: 225; YEAR 1: 412, YEAR 2: 306)- COMMUNITY MEMBERS HIRED BY BILH (BASELINE: 70; YEAR 1: 111, YEAR 2: 79)- BILH EMPLOYEES ENGAGED IN CITIZENSHIP CLASSES (YEAR 1: 14, YEAR 2: 12)*BILH EMPLOYEES ENGAGED IN CAREER DEVELOPMENT CLASSES (YEAR 1: 15, YEAR 2: 102)*- BILH EMPLOYEES ENGAGED IN FINANCIAL LITERACY CLASSES (YEAR 1: 207, YEAR 2: 138)**INITIATIVES BEGAN IN YEAR 1STRATEGY: SUPPORT PARTNERSHIPS WITH REGIONAL TRANSPORTATION PROVIDERS AND COMMUNITY PARTNERS TO ENHANCE ACCESS TO AFFORDABLE AND SAFE TRANSPORTATION TO HEALTHCARE SERVICES.INITIATIVES:- PROVIDE AN OPPORTUNITY FOR GRANT FUNDINGMETRICS AND STATUS UPDATES:- IN YEAR 1, ANNA JAQUES HOSPITAL RELEASED A COMPETITIVE REQUEST FOR PROPOSAL FOR COMMUNITY GRANTS TO SUPPORT THE FY23-FY25 IMPLEMENTATION STRATEGY. NORTHERN ESSEX ELDER TRANSPORT (NEET) WAS AWARDED FUNDING FOR YEAR 1 AND YEAR 2 TO ASSIST WITH TRANSPORTATION TO MEDICAL APPOINTMENTS.- TO SUPPORT OLDER ADULTS' ACCESS TO VITAL MEDICAL APPOINTMENTS, ANNA JAQUES HOSPITAL SUPPORTED NORTHERN ESSEX ELDER TRANSPORT, INC. (NEET). NEET PROVIDES FREE TRANSPORTATION TO AND FROM HEALTHCARE APPOINTMENTS FOR THOSE OVER THE AGE OF 60.- UNIQUE INDIVIDUALS RECEIVING TRANSPORTATION TO MEDICAL CARE (BASELINE: 436; YEAR 1 AND YEAR 2: 820)- NEW VOLUNTEERS RECRUITED (YEAR 1:12; YEAR 2: 15)- IN YEAR 1, ANNA JAQUES HOSPITAL STRENGTHENED ITS PARTNERSHIP WITH THE MERRIMACK VALLEY TRANSIT (MEVA), THE OPERATOR OF THE BUS SYSTEM THROUGHOUT THE COMMUNITY BENEFITS SERVICE AREA. IN THE SPRING 2024, MEVA AND ANNA JAQUES HOSPITAL WORKED TOGETHER TO MOVE THE PUBLIC BUS STOP TO THE MAIN ENTRANCE TO THE HOSPITAL FROM A NON-HANDICAP-ACCESSIBLE LOCATION. IN ADDITION, ANNA JAQUES HOSPITAL SUPPORTED MEVA'S APPLICATION FOR FUNDING TO INCREASE FREE BUS SERVICE BETWEEN LAWRENCE, HAVERHILL, AND NEWBURYPORT. THIS FUNDING WAS APPROVED AND THE BUS SERVICE BEGAN IN SEPTEMBER 2024. YEAR 2: ANNA JAQUES HOSPITAL AND MEVA MAINTAIN A WORKING RELATIONSHIP WITH THE NOAH BERGER, MEVA ADMINISTRATOR, SITTING ON THE HOSPITAL'S COMMUNITY BENEFITS ADVISORY COMMITTEE. PRIORITY AREA 4: MENTAL HEALTH AND SUBSTANCE USE HIGH RATES OF SUBSTANCE USE (E.G., ALCOHOL, PRESCRIPTION DRUG/OPIOIDS, MARIJUANA) AND MENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY AND STRESS). ANXIETY, CHRONIC STRESS, DEPRESSION, AND SOCIAL ISOLATION WERE LEADING TO COMMUNITY HEALTH CONCERNS. THE ASSESSMENT IDENTIFIED SPECIFIC CONCERNS ABOUT THE IMPACT OF MENTAL HEALTH ISSUES FOR YOUTH AND YOUNG ADULTS, AND SOCIAL ISOLATION AMONG OLDER ADULTS. THESE DIFFICULTIES WERE EXACERBATED BY COVID-19. IN ADDITION TO THE OVERALL BURDEN AND PREVALENCE OF MENTAL HEALTH ISSUES, RESIDENTS IDENTIFIED A NEED FOR MORE PROVIDERS AND TREATMENT OPTIONS, ESPECIALLY INPATIENT AND OUTPATIENT TREATMENT, CHILD PSYCHIATRISTS, PEER SUPPORT GROUPS, AND MENTAL HEALTH SERVICES. SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE CBSA; THE OPIOID EPIDEMIC CONTINUED TO BE AN AREA OF FOCUS AND CONCERN, AND THERE WAS RECOGNITION OF THE LINKS AND IMPACTS ON OTHER COMMUNITY HEALTH PRIORITIES, INCLUDING MENTAL HEALTH, HOUSING, AND HOMELESSNESS. INDIVIDUALS ENGAGED IN THE ASSESSMENT IDENTIFIED STIGMA AS A BARRIER TO TREATMENT AND REPORTED A NEED FOR PROGRAMS THAT ADDRESS COMMON CO-OCCURRING ISSUES (E.G., MENTAL HEALTH ISSUES, HOMELESSNESS).GOAL: PROMOTE SOCIAL AND EMOTIONAL WELLNESS BY FOSTERING RESILIENT COMMUNITIES AND BUILDING EQUITABLE, ACCESSIBLE, AND SUPPORTIVE SYSTEMS OF CARE TO ADDRESS MENTAL HEALTH AND SUBSTANCE USE.STRATEGY: ENHANCE RELATIONSHIPS AND PARTNERSHIPS WITH SCHOOLS, YOUTH SERVING ORGANIZATIONS, AND OTHER COMMUNITY PARTNERS TO INCREASE RESILIENCY, COPING, AND PREVENTION SKILLS.INITIATIVES: - GIRLS INC. HEALTHY LIVING PROGRAM- ESSEX COUNTY ASSET BUILDER NETWORKMETRICS AND STATUS UPDATES:- ANNA JAQUES HOSPITAL PROVIDED A COMMUNITY GRANT TO JEANNE GEIGER CRISIS CENTER'S YOUTH EMPOWERMENT SERVICES (YES), WHICH USES RESEARCH-BASED AND NATIONALLY RECOGNIZED APPROACHES TO EDUCATE YOUTH. YES CONSISTS OF GIRLS, INC., BYSTANDER EDUCATION, AND HEALTHY RELATIONSHIPS PROGRAMMING. THESE ARE VIOLENCE PREVENTION PROGRAMS THAT TEACH ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS HOW TO LEAD CONVERSATIONS ABOUT HEALTHY RELATIONSHIPS, RECOGNIZE SIGNS OF AN ABUSIVE RELATIONSHIP, AND BECOME EMPOWERED TO MAKE POSITIVE AND HEALTHY DECISIONS. - PROGRAM PARTICIPANTS (YEAR 1: 27; YEAR 2: 281)- STATUS: PROGRAM BEGAN BEING FUNDED IN YEAR 1.- ANNA JAQUES HOSPITAL REMAINS ENGAGED WITH THE ESSEX COUNTY ASSET BUILDER NETWORK. - EVENTS HOSTED BY PROGRAM WITH HOSPITAL STAFF PARTICIPATION (YEAR 1: 2; YEAR 2: 1)- ANNA JAQUES HOSPITAL PROVIDED A COMMUNITY GRANT TO LINK HOUSE, INC.'S CATCH (CHILDREN AND TEEN CENTER FOR HELP) PROGRAM TO ADDRESS THESE GROWING UNMET NEEDS AROUND MENTAL HEALTH AND SUBSTANCE-USE FOR SCHOOL-AGED CHILDREN AND TEENS IN THE COMMUNITY. THE FUNDS FROM THIS GRANT FOCUSED ESPECIALLY ON CHILD AND TEENS AGE 5 YEARS OLD- 18 YEARS OLD, AND THEIR IMMEDIATE FAMILIES WHO REQUIRE RECEIVING TREATMENT AND/OR PSYCHOEDUCATION RELATED TO ACUTE OR CHRONIC MENTAL HEALTH CONCERNS, IN ADDITION TO TREATMENT, EDUCATION, AND/OR RELAPSE PREVENTION SKILLS.- PATIENTS RECEIVING THERAPY (BASELINE: 146; YEAR 1: 171; YEAR 2: 162)STRATEGY: PROVIDE ACCESS TO HIGH-QUALITY AND CULTURALLY AND LINGUISTICALLY APPROPRIATE MENTAL HEALTH AND SUBSTANCE USE SERVICES THROUGH SCREENING, MONITORING, COUNSELING, NAVIGATION AND TREATMENT.INITIATIVES:- BILH COLLABORATIVE CARE MODEL - OUTPATIENT CLINIC, OUTREACH SERVICES HAVERHILL - ADULT DAY TREATMENT SERVICES HAVERHILL - PATIENT CARE NAVIGATORMETRICS AND STATUS UPDATES:- BILH PROVIDES A RANGE OF BEHAVIORAL HEALTH, SUBSTANCE USE, AND ADDICTION RECOVERY SERVICES AND COUNSELING FOR ADULTS, YOUTH AND FAMILIES INCLUDING INPATIENT AND OUTPATIENT PSYCHIATRY SERVICES, OUTREACH AND COMMUNITY SERVICES. THE COLLABORATIVE CARE MODEL (COCM) HAS BEEN ADOPTED IN BILH PRIMARY CARE PRACTICES TO PROVIDE BEHAVIORAL HEALTH SERVICES IN THE PRIMARY CARE SETTING. THE PRIMARY CARE PROVIDER AND THE BEHAVIORAL HEALTH CLINICIAN WILL DEVELOP A TREATMENT PLAN THAT IS SPECIFIC TO THE PATIENT'S PERSONAL GOALS. A CONSULTING PSYCHIATRIST MAY ADVISE THE PRIMARY CARE PROVIDER ON MEDICATIONS THAT MAY BE HELPFUL.- NUMBER OF PATIENTS SERVED (BASELINE: 159; YEAR 1: 83; YEAR 2: 575)- ANNA JAQUES HOSPITAL PROVIDES 24/7/365 BEHAVIORAL HEALTH CRISIS EVALUATION IN THE EMERGENCY DEPARTMENT (ED) AND THROUGHOUT OTHER HOSPITAL UNITS FOR INDIVIDUALS EXPERIENCING MENTAL HEALTH AND SUBSTANCE USE RELATED CRISIS. SERVICES ARE PAYER AGNOSTIC AND PROVIDED VIA IN-PERSON OR TELEHEALTH BY A MULTIDISCIPLINARY TEAM OF QUALIFIED PROFESSIONALS, INCLUDING PSYCHIATRISTS, INDEPENDENTLY LICENSED AND MASTER'S LEVEL CLINICIANS, NURSE PRACTITIONERS, REGISTERED NURSES, CERTIFIED PEER SPECIALISTS, AND FAMILY PARTNERS. THE SERVICES INCLUDE INITIAL ASSESSMENTS FOR RISKS, CLINICAL STABILIZATION, TREATMENT INITIATION, CARE COORDINATION, AND ONGOING EVALUATION TO ENSURE APPROPRIATE LEVEL OF CARE PLACEMENT.- NUMBER OF SCREENS FOR BEHAVIORAL HEALTH (BASELINE: 974; YEAR 1: 1,377; YEAR 2: 1,458)- ANNA JAQUES HOSPITAL CONTINUED OFFERING THE PATIENT CARE NAVIGATOR THAT SUPPORTS WOMEN WITH SUBSTANCE USE DISORDER AND/OR NEONATAL ABSTINENCE SYNDROME, A CONDITION THAT IMPACTS ABOUT 9.1 CASES PER 1,000 BIRTHS IN MASSACHUSETTS. THE PATIENT CARE NAVIGATOR SERVES WOMEN IN RECOVERY AND SEEKING ADDITIONAL SUPPORT, WHO HAVE SUFFERED FROM TRAUMA OR ABUSE, OR WHO HAVE BEEN DIAGNOSED WITH MENTAL HEALTH DISORDERS. THE PATIENT CARE NAVIGATOR SUPPORTS WOMEN THROUGHOUT THEIR PREGNANCY AND INTO THE FIRST YEAR OF MOTHERHOOD, WORKING IN COLLABORATION WITH WOMEN'S HEALTH CARE AND THE ANNA JAQUES BIRTH CENTER & NEONATAL CARE CENTER. - NUMBER OF WOMEN SERVED IN RECOVERY OR SEEKING ADDITIONAL SUPPORT (BASELINE: 300; YEAR 1: 285; YEAR 2: 290)- ANNA JAQUES HOSPITAL PARTICIPATED WITH OTHER BILH HOSPITALS TO PILOT COMMUNITY-BASED BEHAVIORAL HEALTH NAVIGATOR GRANT PROGRAMS, INCLUDING ONE WITH THE ELIOT COMMUNITY HUMAN SERVICES. THE PROGRAM AIMS TO CONNECT HAVERHILL COMMUNITY RESIDENTS TO BEHAVIORAL HEALTH SERVICES AND SUPPORTS AND PROVIDE EDUCATION TO THE BROADER COMMUNITY ABOUT MENTAL HEALTH AND SUBSTANCE USE RESOURCES. THE PROGRAM TARGETS THE SPANISH-SPEAKING POPULATION IN HAVERHILL, AS WELL AS LOW RESOURCE POPULATIONS.- YEAR 1: GRANTEES WERE PROVIDED SUPPORT TO DEVELOP A LOGIC MODEL AND EVALUATION PLAN. GRANTEES ARE IN THE PROCESS OF HIRING THE BEHAVIORAL HEALTH NAVIGATOR POSITION. - NUMBER OF COMMUNITY EVENTS (YEAR 2: 35)- INDIVIDUALS RECEIVING INFORMATION (YEAR 2: 700)- STATUS: PROGRAM WAS IMPLEMENTED IN YEAR 1. |
| STRATEGY: | SUPPORT A MODEL THAT SPANS THE CONTINUUM OF CARE FROM INPATIENT TO OUTPATIENT AND COMMUNITY INITIATIVES THAT IDENTIFY AND ADDRESS MENTAL HEALTH NEEDS AND SUBSTANCE USE DISORDERS.INITIATIVES:- THE PETTENGILL HOUSE: SUBSTANCE ADDICTION/ MENTAL HEALTH INITIATIVE - ESSEX COUNTY OUTREACH COMMUNITY EDUCATION OFFERINGS - FAMILY SERVICES OF THE MERRIMACK VALLEY: SAMARITANS PROGRAM- LINK HOUSE OUTPATIENT SERVICESMETRICS AND STATUS UPDATES:- ANNA JAQUES HOSPITAL SUPPORTED THE PETTENGILL HOUSE'S BEHAVIORAL EVENT AND SUBSTANCE SUPPORT TEAM (BESST), WHICH IS AN INITIATIVE TO UNITE A BROAD NETWORK OF LOCAL PROVIDERS DEDICATED TO BREAKING DOWN BARRIERS AND PROVIDING SUBSTANCE MISUSE/BEHAVIORAL HEALTH SUPPORT FOR INDIVIDUALS AND FAMILIES OF ALL AGES. THE BESST MODEL TAKES AN "UPSTREAM" APPROACH TO ADDRESSING URGENT MENTAL HEALTH AND SUBSTANCE MISUSE CHALLENGES ALONG WITH ADDITIONAL SOCIAL DETERMINANTS OF HEALTH, IDENTIFYING CORE NEEDS AND IMPLEMENTING SYSTEMIC SOLUTIONS ROOTED IN BEST PRACTICES AND PERSON-CENTERED CARE.- NUMBER OF UNIQUE INDIVIDUALS RECEIVING DIRECT SERVICES (BASELINE: 481; YEAR 1 AND YEAR 2: 786)- NUMBER OF FAMILY MEMBERS RECEIVING SUPPORT (BASELINE: 94; YEAR 1: 203; YEAR 2: 231)- NUMBER OF HOSPITAL PATIENT CARE MEETINGS (YEAR 1: 48, YEAR 2: 140)- ANNA JAQUES HOSPITAL CONTINUED PARTNERING WITH ESSEX COUNTY OUTREACH (ECO), A COLLABORATIVE EFFORT INVOLVING ALL 34 POLICE DEPARTMENTS WITHIN ESSEX COUNTY, AS WELL AS THE SHERIFF'S DEPARTMENT, PARTNERING WITH SOCIAL SERVICE AGENCIES, PEER SPECIALISTS, AND OTHER COMMUNITY SUPPORTS TO INCREASE RESOURCES FOR SUBSTANCE USE AND MENTAL HEALTH. - UNIQUE PERSONS ASSISTED (BASELINE: 104)- STATUS: PROGRAM WAS FUNDED IN BASELINE YEAR ONLY. IN YEARS 1 AND 2, ANNA JAQUES HOSPITAL HAS MET SEVERAL TIMES WITH ECO TO DISCUSS COLLABORATION AROUND PATIENT DISCHARGE AND RECOVERY COACHING. - ANNA JAQUES HOSPITAL SUPPORTED FAMILY SERVICES' SAMARITANS OF THE MERRIMACK VALLEY THAT AIMS TO REDUCE THE INCIDENTS OF SUICIDE IN NORTHEASTERN MASSACHUSETTS BY PROVIDING A HOST OF PREVENTION AND POST-VENTION SERVICES INCLUDING COMMUNITY OUTREACH, TRAININGS, SURVIVOR SUPPORT AND A 24-HOUR CRISIS HOTLINE. - INDIVIDUALS SERVED THROUGH HELPLINES (BASELINE: 4,600) YEAR 1 AND YEAR 2?- PARTICIPANTS IN TRAINING AND SUPPORTIVE PROGRAMS (BASELINE: 495)- SUICIDE PREVENTION TRAINING SESSIONS (BASELINE: 330)- STATUS: PROGRAM WAS FUNDED IN BASELINE YEAR ONLY.- ANNA JAQUES HOSPITAL PROVIDED GRANT FUNDING TO THE GREATER NEWBURYPORT VILLAGE FOR THEIR MEMBERSHIP ASSISTANCE PROGRAM. THE VILLAGE'S GOOD NEIGHBOR VOLUNTEERS PROVIDE NEIGHBORLY HELP AT HOME AND RIDES TO APPOINTMENTS/EVENTS. IN ADDITION, THE VILLAGE FOLLOWS UP WITH NON-PARTICIPATING MEMBERS, WHO MAY BE SUFFERING FROM ISOLATION.- PERCENT OF MEMBERS ENROLLED IN ASSISTANCE PROGRAM (BASELINE: 20%)- STATUS: PROGRAM WAS FUNDED IN BASELINE YEAR ONLY.- TO SUPPORT INCREASED ACCESS AND UNDERSTANDING OF MENTAL HEALTH RESOURCES THROUGHOUT ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA, LINK HOUSE WAS AWARDED A THREE-YEAR GRANT FOR WELLNESS DELIVERED, A COMPREHENSIVE BEHAVIORAL HEALTH EDUCATION PROGRAM. THIS PROGRAM EXPANDS THE REACH OF LINK HOUSE, INC.'S (LHI) OUTPATIENT SERVICES BY TAKING COMPREHENSIVE BEHAVIORAL HEALTH EDUCATION PROGRAMMING "ON THE ROAD" TO MEET THE COMMUNITY WHERE IT LIVES. - COMMUNITY EDUCATION SESSIONS DELIVERED (YEAR 1: 2, YEAR 2: 4)- STATUS: PROGRAM WAS IMPLEMENTED IN YEAR 1.- TO SUPPORT INCREASED ACCESS TO MENTAL HEALTH AND SUBSTANCE USE SERVICES AND SUPPORTS, ANNA JAQUES HOSPITAL PARTICIPATED WITH OTHER BILH HOSPITALS TO OFFER MENTAL HEALTH FIRST AID (MHFA) TRAININGS, PROVIDE BEHAVIORAL HEALTH NAVIGATION AND DIGITAL LITERACY TRAININGS TO BILH PHYSICAL HEALTH NAVIGATORS AND AMPLIFY ANTI-STIGMA MESSAGING, RESOURCES AND SUPPORTS. - INDIVIDUALS TRAINED IN MENTAL HEALTH FIRST AID (YEAR 1: 350. YEAR 2: 146)- INDIVIDUALS TRAINED IN BEHAVIORAL HEALTH NAVIGATION/DIGITAL LITERACY (YEAR 2: 13)- STATUS: MHFA PROGRAM WAS IMPLEMENTED IN YEAR 1. BEHAVIORAL HEALTH NAVIGATION TRAININGS IMPLEMENTED IN YEAR 2. STRATEGY: PARTICIPATE IN MULTISECTOR COMMUNITY COALITIONS TO IDENTIFY AND ADVOCATE FOR POLICY, SYSTEMS, AND ENVIRONMENTAL CHANGES TO INCREASE RESILIENCY, PROMOTE MENTAL HEALTH, REDUCE SUBSTANCE USE, AND PREVENT OPIOID OVERDOSES AND DEATHS.INITIATIVES:- AMESBURY PARTNERSHIP OF AMESBURY COMMUNITY & TEENS (PACT) - PARTICIPATE/ COLLABORATE WITH BESST TASK FORCE (MENTAL HEALTH / SUBSTANCE USE DISORDER TASK FORCE)METRICS AND STATUS UPDATES:- STATUS: THE COMMUNITY BENEFITS AND COMMUNITY RELATIONS MANAGER AT ANNA JAQUES HOSPITAL PARTICIPATES IN THE NEWBURYPORT PUBLIC SCHOOLS WELLNESS ADVISORY COMMITTEE AND JOINED THE PARTNERSHIP OF AMESBURY COMMUNITY AND TEENS (PACT), A YOUTH-FOCUSED SUBSTANCE PREVENTION COALITION. - STATUS: ANNA JAQUES HOSPITAL SOCIAL WORKERS ARE REGULAR PARTICIPANTS IN THE BESST TASK FORCE'S MONTHLY MEETINGS. COMMUNITY PARTNERSANNA JAQUES HOSPITAL IS COMMITTED TO IMPROVING THE HEALTH AND WELLBEING OF RESIDENTS WITHIN ITS SERVICE AREA BY COLLABORATING WITH A DIVERSE GROUP OF COMMUNITY PARTNERS. THE HOSPITAL WORKS TOGETHER WITH THESE PARTNERS TO REDUCE BARRIERS TO HEALTH, INCREASE PREVENTION AND/OR SELF-MANAGEMENT OF CHRONIC DISEASE AND INCREASE THE EARLY DETECTION OF ILLNESS. THE HOSPITAL'S COMMUNITY PARTNERS INCLUDE:- CITY OF AMESBURY- CITY OF HAVERHILL - CITY OF NEWBURYPORT- COMMON GROUND MINISTRIES- COMMUNITY ACTION, INC.- ELIOT COMMUNITY HUMAN SERVICES- EMMAUS, INC.- ESSEX COUNTY ASSET BUILDER NETWORK- ESSEX COUNTY OUTREACH - HAVERHILL FARMERS' MARKET- HAVERHILL PUBLIC SCHOOLS- JEANNE GEIGER CRISIS CENTER- LINK HOUSE- MERRIMACK VALLEY TRANSIT- NEWBURYPORT FARMERS' MARKET- NEWBURYPORT RECREATION AND YOUTH SERVICES- NORTH OF BOSTON CANCER RESOURCE- NORTHERN ESSEX ELDER TRANSPORT- NOURISHING THE NORTH SHORE- OUR NEIGHBORS' TABLE- PETTENGILL HOUSE- SALISBURY COUNCIL ON AGING- SARAH'S PLACE ADULT DAY HEALTH CENTER- TOWN OF MERRIMAC- TOWN OF SALISBURY- YMCA OF THE NORTH SHORE/HAVERHILL- YWCA GREATER NEWBURYPORTAS DESCRIBED IN DETAIL IN THIS SUPPORTING NARRATIVE TO THE FORM 990 SCHEDULE H, ANNA JAQUES HOSPITAL IS DEEPLY DEDICATED TO ITS COMMUNITY BENEFITS OPERATIONS AND TO IMPROVING THE HEALTH OF ITS COMMUNITY. HOWEVER, IN RESPONSE TO SCHEDULE H, PART V, SECTION B, QUESTION 11, THERE WERE SOME NEEDS IDENTIFIED IN THE MOST RECENT CHNA THAT ARE NOT INCLUDED IN THE IMPLEMENTATION STRATEGY MOST RECENTLY ADOPTED BY ANNA JAQUES HOSPITAL DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 (TAX YEAR 2024) AND WHICH WILL INFORM ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES FOR THE FISCAL PERIODS SEPTEMBER 30, 2026, SEPTEMBER 30, 2027 AND SEPTEMBER 30, 2028. NEEDS IDENTIFIED IN THAT CHNA WHICH WILL NOT BE ADDRESSED ARE TRANSPORTATION ISSUES AND ISSUES RELATED TO THE BUILT ENVIRONMENT (I.E., IMPROVING ROADS/SIDEWALKS AND ENHANCING ACCESS TO SAFE RECREATIONAL SPACES/ACTIVITIES). ANNA JAQUES HOSPITAL IS UNABLE TO ADDRESS THESE NEEDS DUE TO LIMITED FINANCIAL RESOURCES, AS WELL AS ANNA JAQUES HOSPITAL'S CBAC AND SENIOR LEADERSHIP TEAM DECIDING THAT THESE ISSUES WERE OUTSIDE OF THE ORGANIZATION'S SPHERE OF INFLUENCE. HOWEVER, ANNA JAQUES HOSPITAL REMAINS OPEN AND WILLING TO WORK WITH THE OTHER BILH HOSPITALS AND/OR COMMUNITY PARTNERS TO ADDRESS THESE ISSUES. IN ADDITION, THERE WERE SOME NEEDS IDENTIFIED IN THE PREVIOUS CHNA THAT WERE NOT INCLUDED IN THE PREVIOUS IMPLEMENTATION STRATEGY, BOTH OF WHICH GUIDED ANNA JAQUES HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES FOR THE FISCAL PERIOD COVERED BY THIS FILING. THE ANNA JAQUES HOSPITAL WAS UNABLE TO ADDRESS THESE NEEDS DUE TO LIMITED FINANCIAL RESOURCES AND RECOGNIZED THAT OTHER PUBLIC AND PRIVATE ORGANIZATIONS IN ITS CBSA AND THE COMMONWEALTH WERE BETTER POSITIONED TO FOCUS ON THESE ISSUES. ANNA JAQUES HOSPITAL WAS OPEN TO, WILLING TO AND MAY HAVE WORKED WITH THE OTHER BILH HOSPITALS AND/OR COMMUNITY PARTNERS TO ADDRESS THESE ISSUES AS DESCRIBED IN THIS NARRATIVE SUPPORT TO FORM 990 SCHEDULE H. AS NOTED IN DETAIL ABOVE, ANNA JAQUES HOSPITAL'S PRIMARY TOOL FOR ASSESSING THE HEALTHCARE NEEDS OF THE COMMUNITIES SERVED IS THROUGH THE CHNA AND IS (SCHEDULE H PART VI QUESTION 2).FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATIONTHE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW ANNA JAQUES HOSPITAL CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 21.31% OF ANNA JAQUES HOSPITAL'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. |
| COMMUNITY BENEFITS--ANNUAL COMMUNITY BENEFITS REPORT | AS PREVIOUSLY NOTED IN THIS FILING, ANNA JAQUES HOSPITAL'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY WERE COMPLETED AND APPROVED BY THE BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, AS REQUIRED PURSUANT TO THE REGULATIONS UNDER INTERNAL REVENUE CODE SECTION 501(R). IN ADDITION, AS NOTED IN THIS FORM 990 SCHEDULE H, PART I, LINES 6A AND 6B, THE HOSPITAL PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT THAT IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND ON THE HOSPITAL WEBSITE AT HTTPS://AJH.ORG/ABOUT/COMMUNITY-BENEFITS-NEEDS. THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT ANNA JAQUES HOSPITAL FILED WITH THE ATTORNEY GENERAL'S OFFICE. EMERGENCY CARE ACCESSIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, ANNA JAQUES HOSPITAL IS A GENERAL MEDICAL AND SURGICAL HOSPITAL PROVIDING EMERGENCY MEDICAL CARE TO ALL PATIENTS 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR WITHOUT REGARD TO ABILITY TO PAY (SCHEDULE H, PART V, SECTION A AND SECTION B QUESTION 21).FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS--CHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCEANNA JAQUES HOSPITAL'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $757,153 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A.AS PREVIOUSLY NOTED IN THIS FORM 990, ANNA JAQUES HOSPITAL IS ONE OF ELEVEN HOSPITALS WITHIN THE BETH ISRAEL LAHEY HEALTH NETWORK. COMBINED, THESE HOSPITALS' NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING FOR THE MASSACHUSETTS HOSPITALS, PAYMENTS TO THE MASSACHUSETTS HEALTH SAFETY NET TRUST, WAS MORE THAN $62 MILLION FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REPORTED IN SCHEDULE H PART I LINE 3 AND AGAIN IN SCHEDULE H PART V SECTION B LINE 13, FOR THE PERIOD COVERED BY THIS FILING, ELIGIBILITY FOR FREE CARE TO LOW-INCOME INDIVIDUALS IS DETERMINED USING FEDERAL POVERTY GUIDELINES OF 400% FOR FULL FREE CARE. ELIGIBILITY IS DETERMINED BY REVIEWING THE INDIVIDUAL'S EMPLOYMENT STATUS, FAMILY SIZE AND MONTHLY EXPENSES, INCLUDING MEDICAL HARDSHIP REVIEW.OTHER UNCOMPENSATED CHARITY CARE--MEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, ANNA JAQUES HOSPITAL ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW-INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS THAT INSURE LOW-INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, ANNA JAQUES HOSPITAL GENERATED $3,149,938 RELATED TO TREATING MEDICAID PATIENTS WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY ANNA JAQUES HOSPITAL FOR SUCH SERVICES WHICH RESULTED IN A MEDICAID SHORTFALL OF $1,944,140 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 13.2% OR APPROXIMATELY 27,221 PATIENT ENCOUNTERS OF ANNA JAQUES HOSPITAL'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. IN ADDITION, 45.0% OR APPROXIMATELY 92,977 PATIENT CASES OF THE HOSPITAL'S PATIENT CASES WERE WITH MEDICARE PATIENTS. IN ADDITION, EACH OF THE OTHER BILH HOSPITALS ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN PROGRAMS DESIGNED TO SUPPORT LOW-INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM AND AS NOTED ABOVE, 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, AND ANNA JAQUES HOSPITAL PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, ANNA JAQUES HOSPITAL GENERATED $46,159,419 RELATED TO TREATING MEDICARE PATIENTS. THE COSTS OF PROVIDING CARE TO MEDICARE PATIENTS EXCEEDED REVENUE WHICH RESULTED IN A MEDICARE SHORTFALL OF $2,709,953. OF THESE AMOUNTS, REVENUE OF $42,095,151 IS RELATED TO THE PROVISION OF GENERAL MEDICINE, CANCER, NEONATOLOGY & NEWBORN, OBGYN, PULMONOLOGY, HEPATOLOGY, NEPHROLOGY, AND IS INCLUDED ON THIS SCHEDULE H, PART I, LINE 7G, AS PART OF SUBSIDIZED HEALTH SERVICES BECAUSE THE COST OF THOSE SERVICES EXCEEDED REVENUES BY $30,633,010. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH ANNA JAQUES HOSPITAL CONSIDERS THE PROVISION OF CLINICAL CARE TO ALL MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, THE REMAINING CARE TO MEDICARE PATIENTS IS NOT QUANTIFIED ON PAGE 1 OF THE SCHEDULE H. INSTEAD, PER THE IRS INSTRUCTIONS TO SCHEDULE H, ANNA JAQUES HOSPITAL HAS SEPARATELY REPORTED THIS AMOUNT IN SCHEDULE H, PART III, LINE 7, AS REQUIRED. HOWEVER, IF THE MEDICARE SHORTFALL WERE INCLUDED IN THE SCHEDULE H PART I LINE 7 CALCULATION, IT WOULD INCREASE TO 21.78%.BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, ANNA JAQUES HOSPITAL ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. COSTS FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $1,524,379 AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) AND AFFILIATES FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 INCLUDE THE ACCOUNTS OF: BETH ISRAEL LAHEY HEALTH (BILH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI), EXETER HOSPITAL (EH), BETH ISRAEL LAHEY HEALTH PHARMACY, THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP AS WELL AS OTHER ENTITIES FOR WHICH BILH SERVES AS DIRECT OR INDIRECT SOLE MEMBER. THE BILH CONSOLIDATED FINANCIAL STATEMENTS ALSO INCLUDE A CONTROLLED AFFILIATE, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) AND THE ENTITIES FOR WHICH HMFP SERVES AS DIRECT OR INDIRECT SOLE MEMBER. SEE FORM 990 SCHEDULE R AND A COPY OF THE AUDITED FINANCIAL STATEMENTS ATTACHED TO THIS FORM 990 FOR ADDITIONAL INFORMATION |
| FINANCIAL STATEMENT FOOTNOTES | BAD DEBTSTHE SYSTEM'S PATIENT SERVICE REVENUE IS REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO WHICH THE SYSTEM EXPECTS TO BE ENTITLED IN EXCHANGE FOR PROVIDING PATIENT CARE. THESE AMOUNTS ARE DUE FROM PATIENTS, THIRD-PARTY PAYORS (INCLUDING MANAGED CARE PAYORS AND GOVERNMENT PROGRAMS), AND OTHERS AND INCLUDE AN ESTIMATE OF VARIABLE CONSIDERATION FOR RETROACTIVE REVENUE ADJUSTMENTS DUE TO SETTLEMENT OF AUDITS, REVIEWS, AND INVESTIGATIONS. GENERALLY, THE SYSTEM BILLS THE PATIENTS AND THIRD-PARTY PAYORS SEVERAL DAYS AFTER THE SERVICES ARE PERFORMED AND/OR THE PATIENT IS DISCHARGED FROM THE SYSTEM'S FACILITY.REVENUE IS RECOGNIZED AS PERFORMANCE OBLIGATIONS ARE SATISFIED. PERFORMANCE OBLIGATIONS AREDETERMINED BASED ON THE NATURE OF THE SERVICES PROVIDED BY THE SYSTEM. REVENUE FOR PERFORMANCE OBLIGATIONS SATISFIED OVER TIME IS RECOGNIZED BASED ON ACTUAL CHARGES INCURRED IN RELATION TO TOTAL EXPECTED (OR ACTUAL) CHARGES. THE SYSTEM BELIEVES THAT THIS METHOD PROVIDES A REASONABLE REPRESENTATION OF THE TRANSFER OF SERVICES OVER THE TERM OF THE PERFORMANCE OBLIGATION BASED ON THE INPUTS NEEDED TO SATISFY THE OBLIGATION. GENERALLY, PERFORMANCE OBLIGATIONS SATISFIED OVER TIME RELATE TO INPATIENT SERVICES. THE SYSTEM MEASURES THE PERFORMANCE OBLIGATION FROM ADMISSION INTO THE HOSPITAL, OR COMMENCEMENT OF A PATIENT SERVICE, TO THE POINT WHEN IT IS NO LONGER REQUIRED TO PROVIDE SERVICES TO THAT PATIENT, WHICH IS GENERALLY AT THE TIME OF DISCHARGE OR COMPLETION OF THE OUTPATIENT SERVICES. PATIENT ENCOUNTERS AND RELATED EPISODES OF CARE AND PROCEDURES QUALIFY AS DISTINCT GOODS AND SERVICES, PROVIDED SIMULTANEOUSLY TOGETHER WITH OTHER READILY AVAILABLE RESOURCES, IN A SINGLE INSTANCE OF SERVICE, AND THEREBY CONSTITUTE A SINGLE PERFORMANCE OBLIGATION FOR EACH PATIENT ENCOUNTER AND, IN MOST INSTANCES, OCCUR AT READILY DETERMINABLE TRANSACTION PRICES. ALL SERVICES PROVIDED ARE EXPECTED TO RESULT IN CASH FLOWS AND ARE THEREFORE REFLECTED AS NET REVENUE IN THE CONSOLIDATED FINANCIAL STATEMENTS.THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS AND DISCOUNTS ARE BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES, AND HISTORICAL CASH COLLECTION EXPERIENCE. DIFFERENCES BETWEEN STANDARD CHARGES AND ESTIMATED TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE AND ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. ADJUSTMENTS ARISING FROM A CHANGE IN THE TRANSACTION PRICE WERE NOT SIGNIFICANT DURING THE YEARS ENDED SEPTEMBER 30, 2025 OR 2024.REVENUES UNDER THE TRADITIONAL FEE-FOR-SERVICE MEDICARE AND MEDICAID PROGRAMS ARE BASED PRIMARILY ON PROSPECTIVE PAYMENT SYSTEMS. RETROSPECTIVELY DETERMINED COST-BASED REVENUES UNDER THESE PROGRAMS, WHICH WERE MORE PREVALENT IN EARLIER PERIODS, AND CERTAIN OTHER PAYMENTS, SUCH AS DISPROPORTIONATE SHARE HOSPITAL AND BAD DEBT EXPENSE REIMBURSEMENT, WHICH ARE BASED ON OUR HOSPITALS' COST REPORTS, ARE ESTIMATED USING HISTORICAL TRENDS AND CURRENT FACTORS. COST REPORT SETTLEMENTS UNDER THESE PROGRAMS ARE SUBJECT TO AUDIT BY MEDICARE AND MEDICAID AUDITORS AND ADMINISTRATIVE AND JUDICIAL REVIEW, AND IT CAN TAKE SEVERAL YEARS UNTIL FINAL SETTLEMENT OF SUCH MATTERS IS DETERMINED AND COMPLETELY RESOLVED.THE SYSTEM RECORDS ACCRUALS TO REFLECT THE EXPECTED FINAL SETTLEMENTS ON COST REPORTS. FOR FILED COST REPORTS, THE ACCRUAL IS RECORDED BASED ON THOSE COST REPORTS AND SUBSEQUENT ACTIVITY. THE ACCRUAL FOR PERIODS FOR WHICH A COST REPORT IS YET TO BE FILED IS RECORDED BASED ON ESTIMATES OF WHAT THE SYSTEM EXPECTS TO REPORT ON THE FILED COST REPORTS. AFTER THE COST REPORT IS FILED, THE ACCRUAL MAY NEED TO BE ADJUSTED.SETTLEMENTS WITH THIRD-PARTY PAYORS FOR RETROACTIVE REVENUE ADJUSTMENTS DUE TO AUDITS, REVIEWS, OR INVESTIGATIONS ARE CONSIDERED VARIABLE CONSIDERATION AND ARE INCLUDED IN THE DETERMINATION OF THE ESTIMATED TRANSACTION PRICE FOR PROVIDING PATIENT CARE USING THE MOST LIKELY OUTCOME METHOD. THESE SETTLEMENTS ARE ESTIMATED BASED ON THE TERMS OF THE PAYMENT AGREEMENT WITH THE PAYOR, CORRESPONDENCE FROM THE PAYOR, AND HISTORICAL SETTLEMENT ACTIVITY, INCLUDING AN ASSESSMENT TO ENSURE THAT IT IS PROBABLE THAT A SIGNIFICANT REVERSAL IN THE AMOUNT OF CUMULATIVE REVENUE RECOGNIZED WILL NOT OCCUR WHEN THE UNCERTAINTY ASSOCIATED WITH THE RETROACTIVE ADJUSTMENT IS SUBSEQUENTLY RESOLVED.ESTIMATED SETTLEMENTS ARE ADJUSTED IN FUTURE PERIODS AS ADJUSTMENTS BECOME KNOWN, OR AS YEARS ARE SETTLED OR ARE NO LONGER SUBJECT TO SUCH AUDITS, REVIEWS, AND INVESTIGATIONS.THE SYSTEM IS NOT AWARE OF ANY MATERIAL CLAIMS, DISPUTES, OR UNSETTLED MATTERS WITH ANY PAYORS THAT WOULD AFFECT REVENUES THAT HAVE NOT BEEN ADEQUATELY PROVIDED FOR AND DISCLOSED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. BECAUSE THE LAWS, REGULATIONS, INSTRUCTIONS, AND RULE INTERPRETATIONS GOVERNING MEDICARE AND MEDICAID REIMBURSEMENT ARE COMPLEX, SUBJECT TO INTERPRETATION, AND CAN CHANGE FREQUENTLY, THE ESTIMATES RECORDED COULD CHANGE BY MATERIAL AMOUNTS.CONSISTENT WITH THE SYSTEM'S MISSION, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE SYSTEM HAS DETERMINED IT HAS PROVIDED IMPLICIT PRICE CONCESSIONS TO UNINSURED PATIENTS AND PATIENTS WITH OTHER UNINSURED BALANCES (E.G., COPAYS AND DEDUCTIBLES). THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS THE SYSTEM EXPECTS TO COLLECT BASED ON ITS COLLECTION HISTORY WITH THOSE PATIENTS.PATIENTS WHO MEET THE SYSTEM'S CRITERIA FOR CHARITY CARE ARE PROVIDED CARE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. THE SYSTEM HAS DETERMINED THAT IT HAS PROVIDED SUFFICIENT IMPLICIT PRICE CONCESSIONS FOR THESE ACCOUNTS. PRICE CONCESSIONS, INCLUDING CHARITY CARE, ARE NOT REPORTED AS REVENUE.PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED COPAYS, COINSURANCE, AND DEDUCTIBLES, WHICH VARY IN AMOUNT. THE SYSTEM ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH COPAYS, COINSURANCE, AND DEDUCTIBLES AND FOR THOSE WHO ARE UNINSURED BASED ON HISTORICAL COLLECTION EXPERIENCE AND CURRENT MARKET CONDITIONS.THE DISCOUNT OFFERED TO CERTAIN UNINSURED PATIENTS IS RECOGNIZED AS A CONTRACTUAL ALLOWANCE, WHICH REDUCES NET OPERATING REVENUES AT THE TIME THE SELF-PAY ACCOUNTS ARE RECORDED. THE UNINSURED PATIENT ACCOUNTS, NET OF CONTRACTUAL ALLOWANCES RECORDED, ARE FURTHER REDUCED TO THEIR NET REALIZABLE VALUE AT THE TIME THEY ARE RECORDED THROUGH IMPLICIT PRICE CONCESSIONS BASED ON HISTORICAL COLLECTION TRENDS FOR SELF-PAY ACCOUNTS AND OTHER FACTORS THAT AFFECT THE ESTIMATION PROCESS.ALTHOUGH OUTCOMES VARY, THE SYSTEM'S POLICY IS TO ATTEMPT TO COLLECT AMOUNTS DUE FROM PATIENTS, INCLUDING COPAYS, COINSURANCE, AND DEDUCTIBLES DUE FROM PATIENTS WITH INSURANCE, AT THE TIME OF SERVICE WHILE COMPLYING WITH ALL FEDERAL AND STATE STATUTES AND REGULATIONS.OTHER REVENUE INCLUDES CONTRIBUTIONS AND NET ASSETS RELEASED FROM RESTRICTIONS, AS WELL AS CAFETERIA AND PARKING INCOME. ADDITIONALLY, PHARMACY SALES AND OTHER CONTRACTS RELATED TO HEALTH CARE SERVICES ARE INCLUDED IN OTHER REVENUE AND CONSIST OF CONTRACTS THAT VARY IN DURATION AND PERFORMANCE. REVENUE IS RECOGNIZED WHEN THE PERFORMANCE OBLIGATIONS IDENTIFIED WITHIN THE INDIVIDUAL CONTRACTS ARE SATISFIED AND COLLECTIONS ARE PROBABLE.OTHER REVENUE FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024 ALSO INCLUDED FUNDING RECEIVED FROM FEDERAL AND STATE SOURCES RELATED TO THE COVID-19 PANDEMIC AMOUNTING TO $21,248 AND $17,500, RESPECTIVELY.FINANCIAL ASSISTANCE POLICY--INTERNAL REVENUE CODE SECTION 501(R)(4)FINANCIAL ASSISTANCE POLICY PURPOSE ANNA JAQUES HOSPITAL IS DEDICATED TO PROVIDING FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE HEALTHCARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM OR OTHERWISE UNABLE TO PAY FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION AND MAINTAINS A FINANCIAL ASSISTANCE POLICY (FAP) WHICH IS INTENDED TO BE IN COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS. PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL RECEIVE FREE OR DISCOUNTED CARE FROM ANNA JAQUES HOSPITAL AS WELL AS PROVIDERS WHO FOLLOW ANNA JAQUES HOSPITAL'S FAP. A LIST OF ALL PROVIDERS WHO PROVIDE CARE WITHIN ANNA JAQUES HOSPITAL AS WELL AS INFORMATION INDICATING IF THE LISTED PROVIDERS FOLLOW ANNA JAQUES HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS INCLUDED IN APPENDIX 5 TO THE FINANCIAL ASSISTANCE POLICY. ANNA JAQUES HOSPITAL DOES NOT DISCRIMINATE BASED ON THE PATIENT'S AGE, GENDER, RACE, CREED, RELIGION OR DISABILITY WHEN DETERMINING ELIGIBILITY. |
| FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY | AND EMERGENCY CARE POLICYAS REQUIRED BY IRC SECTION 501(R)(4) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL MAINTAINS A WRITTEN FINANCIAL ASSISTANCE POLICY (FAP) THAT APPLIES TO ALL EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PROVIDED BY THE HOSPITAL FACILITY. (SCHEDULE H PART I QUESTIONS 1A AND 1B). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21). THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE PROVIDER LIST IS UPDATED NOT LESS THAN QUARTERLY. THE HOSPITAL MAINTAINS A SEPARATE CREDIT AND COLLECTION POLICY AS PERMITTED UNDER THE TREASURY REGULATIONS AND THIS CREDIT AND COLLECTION POLICY IS REFERENCED WITHIN THE FAP AS REQUIRED, ALONG WITH INFORMATION ON HOW TO OBTAIN A FREE COPY OF THE CREDIT AND COLLECTION POLICY. (SCHEDULE H PART III SECTION C QUESTIONS 9A AND 9B AND PART V SECTION B QUESTION 17). THE HOSPITAL'S FAP AND CREDIT & COLLECTION POLICY WERE ADOPTED BY AN AUTHORIZED BODY AS REQUIRED PURSUANT TO THE IRC SECTION 501(R) TREASURY REGULATIONS.FINANCIAL ASSISTANCE POLICY--APPLYING FOR ASSISTANCE THE HOSPITAL'S FAP INCLUDES INFORMATION ON THE METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE UNDER THE FAP. IN ADDITION, THE HOSPITAL'S FINANCIAL ASSISTANCE APPLICATION INCLUDES A LIST OF INFORMATION/DOCUMENTATION REQUIRED AS PART OF A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. (SCHEDULE H PART V SECTION B QUESTION 15)FINANCIAL ASSISTANCE POLICY--ELIGIBILITY GUIDELINES THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE. (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE, AND THIS INFORMATION WILL BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP. (SCHEDULE H PART I QUESTIONS 3C).FINANCIAL ASSISTANCE--PUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL OFFER ALL INDIVIDUALS A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION.FINANCIAL ASSISTANCE POLICY--TRANSLATIONS THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY OF THE FAP (SEE DETAIL BELOW) HAVE ALL BEEN TRANSLATED INTO THE LANGUAGES SPOKEN BY THOSE IN THE HOSPITAL'S COMMUNITY WHO MAY COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE LANGUAGES OF LIMITED ENGLISH PROFICIENCY (LEP) OF ITS PATIENTS, 5% OF THE POPULATION OR 1000 PERSONS, WHICHEVER IS LESS, IN ACCORDANCE WITH THE REGULATIONS PROMULGATED UNDER IRC SECTION 501(R). BASED ON THE HOSPITAL'S REVIEW OF THIS SAFE HARBOR, THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE FOLLOWING LANGUAGES: ARABIC, FRENCH, GREEK, ITALIAN, JAPANESE, KHMER, PORTUGUESE, RUSSIAN, SIMPLIFIED CHINESE, TRADITIONAL CHINESE, SPANISH, AND VIETNAMESE. (SCHEDULE H PART V SECTION B QUESTION 16I)FINANCIAL ASSISTANCE POLICY--WIDELY PUBLICIZING AND AVAILABILITYCOPIES OF THE FINANCIAL ASSISTANCE POLICY (FAP), CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN BOTH ENGLISH AND ALL LEP LANGUAGES AT THE HOSPITAL, BY MAIL FREE OF CHARGE AND/OR ON THE HOSPITAL'S WEBSITE: (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H) AT HTTPS://AJH.ORG/PATIENTS-VISITORS/BILLING-FINANCIAL-SERVICES/ASSISTANCE. IN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE. (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS BEFORE DISCHARGE AND CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDE CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED. ADDITIONALLY, A PLAIN LANGUAGE SUMMARY OF THE FAP IS PROVIDED TO PATIENTS AS PART OF THE INTAKE PROCESS. (SCHEDULE H PART V SECTION B QUESTION 16G). FINANCIAL ASSISTANCE POLICY--PLAIN LANGUAGE SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION, INCLUDING THE WEBSITE ADDRESS, THE LOCATION AND PHONE NUMBER OF THE FINANCIAL COUNSELING OFFICE. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS APPROVAL UNDER THE FAP WILL APPLY. |
| LINKS TO FINANCIAL ASSISTANCE POLICY AND RELATED DOCUMENTS | THE LINK TO THE ANNA JAQUES HOSPITAL FINANCIAL ASSISTANCE POLICY (FAP) AND THE FOLLOWING RELATED DOCUMENTS CAN BE FOUND ON THE HOSPITAL'S WEBSITE. - CREDIT AND COLLECTION POLICY- APPLICATION FOR FINANCIAL ASSISTANCE- MEDICAL HARDSHIP APPLICATION- FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY ADDITIONAL INFORMATION ON PATIENT FINANCIAL ASSISTANCE AND BILLING, ALL IN ARABIC, FRENCH, GREEK, ITALIAN, JAPANESE, KHMER, PORTUGUESE, RUSSIAN, SIMPLIFIED CHINESE, TRADITIONAL CHINESE, SPANISH, AND VIETNAMESE, CAN BE FOUND ON ANNA JAQUES HOSPITAL WEBSITE AT: HTTPS://AJH.ORG/PATIENTS-VISITORS/BILLING-FINANCIAL-SERVICES/ASSISTANCE. LIMITATION ON CHARGES--INTERNAL REVENUE CODE SECTION 501(R)(5)LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE-ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLED--LOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS INCLUDED IN THE HOSPITAL'S FAP AS REQUIRED UNDER THE REGULATIONS DETAILING THE REQUIREMENTS UNDER IRC SECTION 501(R)(5). (SCHEDULE H PART V SECTION B QUESTION 22). PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLEDTHE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. WHERE A PATIENT SUBMITS A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE AND IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL REFUNDS ANY AMOUNTS PREVIOUSLY PAID FOR CARE THAN EXCEEDS THE AMOUNT THAT THE PATIENT IS PERSONALLY RESPONSIBLE FOR PAYING WHERE SUCH AMOUNTS ARE EQUAL TO OR EXCEED $5.00. BILLING AND COLLECTIONS--501(R)(6)EXTRAORDINARY COLLECTION ACTIVITIESTHE HOSPITAL HAS NOT ENGAGED IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS. (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).THE HOSPITAL MAY DEFER OR REQUIRE PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY SERVICES (OTHER THAN EMERGENCY MEDICAL SERVICES) TO PATIENTS WITH UNPAID BALANCES WHO HAVE FAILED TO PROVIDE REQUESTED INFORMATION FOR PROCESSING A FINANCIAL ASSISTANCE APPLICATION OR WITH RESPECT TO A PAYMENT PLAN. THE HOSPITAL DOES NOT PROVIDE A 30-DAY WRITTEN NOTICE IN ADVANCE OF TAKING SUCH ACTION, AS SUCH NOTICE IS NOT REQUIRED BY THE SECTION 501(R) REGULATIONS. (SCHEDULE H PART V SECTION B QUESTION 20).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS RESEARCHAS NOTED THROUGHOUT THIS FORM 990, AJH IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. ALTHOUGH AJH DOES NOT DIRECTLY ENGAGE IN RESEARCH, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), LAHEY CLINIC, NEW ENGLAND BAPTIST HOSPITAL AND JOSLIN DIABETES CENTER ALL ENGAGE IN RESEARCH ACTIVITIES DESIGNED TO CARE FOR PATIENTS NOT ONLY AT THESE HOSPITALS, BUT ACROSS THE COMMUNITIES SERVED BY BILH AND BEYOND. 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. ALTHOUGH THE RESEARCH ACTIVITIES OF BIDMC AND OTHER BILH AFFILIATES ARE NOT QUANTIFIED HERE IN AJH'S FORM 990 SCHEDULE H, PART I, 7H, AS ALREADY NOTED, THESE ACTIVITIES ARE IMPORTANT TO THE COMMUNITIES SERVED BY AJH, BILH AND BEYOND. INFORMATION ON THE RESEARCH ENGAGED IN AT BIDMC AND JOSLIN , A SISTER ENTITIES TO AJH, DURING THE PERIOD COVERED BY THIS FILING, IS INCLUDED BELOW. 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. 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. THE RESEARCH PROGRAM STRIVES TO BE RENOWNED FOR ITS BENCH-TO-BEDSIDE MODEL OF TRANSLATIONAL RESEARCH AND FOR ITS COLLABORATION WITH INDUSTRY AS A PATHWAY FOR TRANSFERRING THE FRUITS OF RESEARCH INTO PRODUCTS AND TREATMENTS THAT IMPROVE THE QUALITY OF LIFE.THE MEDICAL CENTER'S NOTABLE RESEARCH ACCOMPLISHMENTS INCLUDE CONSISTENTLY BEING RANKED IN THE TOP TIER OF INDEPENDENT HOSPITALS IN NATIONAL INSTITUTES OF HEALTH (NIH) FUNDING. THE MEDICAL CENTER SCIENTISTS CONTINUE TO SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACT THE LIVES OF OUR PATIENTS AND IMPROVE THE MEDICAL CENTER'S PATIENT CARE. DURING THE FISCAL PERIOD COVERED BY THIS FILING, MORE THAN 1,220 ACTIVE FEDERAL, INDUSTRY AND FOUNDATION SPONSORED PROJECTS AND MORE THAN 2,500 ACTIVE EXEMPT, EXPEDITED, AND FULL BOARD-REVIEWED CLINICAL RESEARCH STUDIES. BIDMC RESEARCH IS LED BY MORE THAN 280 PRINCIPAL INVESTIGATORS, THE MAJORITY OF WHOM ARE HARVARD MEDICAL SCHOOL FACULTY. THE KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS, VACCINE DEVELOPMENT AND VIROLOGY, INFECTION CONTROL AND INFECTIOUS DISEASES AND CARDIOLOGY/CARDIAC SURGERY. AS NOTED IN THIS FILING, THE MEDICAL CENTER IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND IS COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE; TO MAINTAINING MODERN, HIGH-QUALITY FACILITIES, AND TO TAKING FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG THE HARVARD MEDICAL SCHOOL AND THE HARVARD TEACHING HOSPITALS. THE MEDICAL CENTER DESIGNS AND IMPLEMENTS MANY INTERDEPARTMENTAL AND INTERDISCIPLINARY RESEARCH PROGRAMS WITHIN THE INSTITUTION. THE MEDICAL CENTER ALSO COLLABORATES WITH OTHER NATIONALLY RECOGNIZED AND WORLD-RENOWNED EXPERTS IN VARIOUS FIELDS IN AN EFFORT TO TRANSLATE NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE. THE MEDICAL CENTER PARTICIPATES IN HARVARD CATALYST, THE HARVARD CLINICAL AND TRANSLATIONAL SCIENCE CENTER, WHICH BRINGS TOGETHER THE INTELLECTUAL FORCE, TECHNOLOGIES, AND CLINICAL EXPERTISE AT HARVARD UNIVERSITY AND ITS ACADEMIC, HEALTH CARE, AND COMMUNITY PARTNERS TO CREATE CONNECTIONS, ENABLE RESEARCH AT THE CUTTING EDGE OF DISCOVERY, AND NURTURE CLINICAL AND TRANSLATIONAL RESEARCHERS WITH THE GOAL OF IMPROVING HUMAN HEALTH.STUDIES BY MEDICAL CENTER RESEARCHERS ARE ROUTINELY PUBLISHED IN THE WORLD'S LEADING SCIENTIFIC JOURNALS, INCLUDING NATURE, SCIENCE, THE JOURNAL OF THE AMERICAN MEDICAL ASSOCIATION AND THE NEW ENGLAND JOURNAL OF MEDICINE, WHICH HELPS TO BRING THE RESEARCH FINDINGS TO CLINICIANS AND PATIENTS BEYOND THE MEDICAL CENTER. THE MEDICAL CENTER ENGAGES IN RESEARCH IN ALL OF THE FOLLOWING DISCIPLINES:- ANESTHESIA, CRITICAL CARE, AND PAIN MEDICINE - EMERGENCY MEDICINE - MEDICINE - ALLERGY AND INFLAMMATION- CARDIOVASCULAR MEDICINE- CENTER FOR VASCULAR BIOLOGY RESEARCH- CLINICAL INFORMATICS- CLINICAL NUTRITION- ENDOCRINOLOGY- EXPERIMENTAL MEDICINE- GASTROENTEROLOGY- GENERAL MEDICINE AND PRIMARY CARE- GENETICS- GERONTOLOGY- HEMATOLOGY AND ONCOLOGY- HEMOSTASIS AND THROMBOSIS- IMMUNOLOGY- INFECTIOUS DISEASE- INTERDISCIPLINARY MEDICINE AND BIOTECHNOLOGY- MOLECULAR AND VASCULAR MEDICINE- NEPHROLOGY- PULMONOLOGY- RHEUMATOLOGY- SIGNAL TRANSDUCTION- TRANSLATIONAL RESEARCH- TRANSPLANT IMMUNOLOGY- NEONATOLOGY - NEUROLOGY - OBSTETRICS AND GYNECOLOGY - ORTHOPAEDIC SURGERY - PATHOLOGY - PSYCHIATRY - RADIOLOGY - SURGERY - CARDIAC SURGERY- CENTER FOR MINIMALLY INVASIVE SURGERY- NEUROSURGERY- PLASTIC AND RECONSTRUCTIVE SURGERY- VASCULAR SURGERY- TRANSPLANT INSTITUTEDURING 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 AND REPORTED ON THE BIDMC SCHEDULE H, PART I, LINE 7H RELATED TO RESEARCH TO FURTHER SCIENCE AND PATIENT CARE. |
| RESEARCH ENGAGED IN AT THE MEDICAL CENTER | THE REAL CORNERSTONES OF THE MEDICAL CENTER'S SUCCESS CAN BE DESCRIBED IN THREE KEY WORDS: INNOVATION, CULTIVATION, AND TRANSFORMATION. BEGINNING WITH SUPPORT OF BOLD AND INNOVATIVE IDEAS, EXTENDING TO CULTIVATION AND NURTURING OF PROMISING YOUNG SCIENTISTS, AND CULMINATING IN THE TRANSFORMATION OF NOVEL DISCOVERIES INTO THERAPIES AND DIAGNOSTICS, THE MEDICAL CENTER'S RESEARCH PROGRAM HAS EMERGED AS A UNIQUE AND SUCCESSFUL MODEL FOR TODAY'S RAPIDLY CHANGING HEALTH CARE LANDSCAPE.EXAMPLES OF THE RESEARCH ENGAGED IN AT BIDMCBELOW IS INFORMATION RELATED TO JUST A HANDFUL OF THE CUTTING-EDGE RESEARCH STUDIES AND PRINCIPAL INVESTIGATORS AT THE MEDICAL CENTER. THE DETAIL BELOW IS DESIGNED TO PROVIDE THE READER WITH A TASTE OF THE MANY CONTRIBUTIONS THE MEDICAL CENTER IS MAKING TO PATIENT CARE TODAY AND TOMORROW. EXPENSES FROM THE RESEARCH ACTIVITIES NOTED BELOW ARE INCLUDED IN THE MEDICAL CENTER'S FORM 990 SCHEDULE H, PART I LINE 7H COLUMN C AND MAY OR MAY NOT BE QUANTIFIED IN FORM 990 SCHEDULE H, PART I, LINE 7H COLUMN E, DEPENDING ON FUNDING SOURCE. DETAIL ON RESEARCH EFFORTS WHICH WERE UNDERTAKEN AT BIDMC DURING THE FISCAL PERIOD COVERED BY THIS FILING ARE BELOW. 1. MORE AMERICANS ARE UNAWARE THEY HAVE DIABETES, HIGH BLOOD PRESSURE, CHOLESTEROLIN A NEW REPORT PUBLISHED IN JAMA CARDIOLOGY, HEALTH POLICY EXPERTS AT BIDMC'S RICHARD A. AND SUSAN F. SMITH CENTER FOR OUTCOMES RESEARCH SHOWED THAT MANY U.S. ADULTS ARE UNAWARE THEY HAVE HIGH BLOOD PRESSURE, DIABETES OR HIGH CHOLESTEROL -- THREE MAJOR RISK FACTORS FOR CARDIOVASCULAR DISEASE AND DEATH. THE PROPORTION OF AMERICANS UNAWARE THEY HAVE HYPERTENSION HAS RISEN OVER THE PAST DECADE, ESPECIALLY AMONG YOUNGER ADULTS AND WOMEN."YOUNG ADULTS WERE THE MOST LIKELY TO NOT REALIZE THAT THEY HAD HIGH BLOOD PRESSURE, DIABETES, OR HIGH CHOLESTEROL," SAID RISHI WADHERA, MD, MPP, MPHIL, ASSOCIATE DIRECTOR OF THE SMITH CENTER. "IT'S ESPECIALLY CONCERNING THAT ONE IN THREE YOUNG ADULTS WERE UNAWARE OF THEIR HIGH BLOOD PRESSURE, TWO IN FIVE DIDN'T KNOW THEY HAD DIABETES, AND ONE IN FOUR WERE UNAWARE OF HAVING HIGH CHOLESTEROL. THAT'S A MAJOR PUBLIC HEALTH ISSUE."THE ANALYSIS INCLUDED MORE THAN 15,000 ADULTS, MOSTLY MIDDLE-AGED, WHO HAD AT LEAST ONE RISK FACTOR IDENTIFIED THROUGH PHYSICAL EXAMS OR LAB TESTING. THE PROPORTION WITH HYPERTENSION -- A CONDITION THAT'S OFTEN SYMPTOMLESS -- WHO WERE UNAWARE OF IT ROSE SIGNIFICANTLY OVER THE DECADE-LONG STUDY PERIOD; AWARENESS OF DIABETES AND HIGH CHOLESTEROL DIDN'T CHANGE.BUT WHEN WADHERA AND COLLEAGUES BROKE DOWN THE DATA BY AGE, THE RISE IN HYPERTENSION UNAWARENESS APPEARED ONLY AMONG ADULTS AGES 20 TO 44, WITH NO CHANGE AMONG THOSE OLDER THAN 45. BY SEX, UNAWARENESS ROSE AMONG WOMEN BUT NOT MEN."GIVEN DECLINING HEART HEALTH IN YOUNG ADULTS, IT'S CRITICAL THAT WE INTENSIFY PUBLIC HEALTH MESSAGING TO THIS GROUP ON THE IMPORTANCE OF SCREENING FOR HIGH BLOOD PRESSURE, DIABETES, AND HIGH CHOLESTEROL," SAID DANIEL JOHNSON, LEAD AUTHOR OF THE STUDY AND RESEARCH FELLOW AT THE SMITH CENTER. "WE NEED TO ADDRESS GAPS IN AWARENESS EARLY IN LIFE TO PREVENT THE ONSET OF CARDIOVASCULAR DISEASE, OR WORSE, LATER IN LIFE."2. STUDY MIMICKING LIFE-THREATENING CONDITION COMMON IN ICU PATIENTS SHOWS POTENTIAL PROTECTIVE ROLE OF IMMUNE CELLSACUTE RESPIRATORY DISTRESS SYNDROME (ARDS) DREW WIDE ATTENTION DURING THE COVID-19 PANDEMIC AS A LEADING CAUSE OF DEATH IN PATIENTS WITH SEVERE CASES. NOW, A PRECLINICAL STUDY FROM BIDMC REVEALS A NOVEL APPROACH TO MITIGATING LUNG DAMAGE CAUSED BY PROLONGED EXPOSURE TO HIGH OXYGEN LEVELS--A CONDITION THAT MIMICS KEY FEATURES OF ARDS, INCLUDING WIDESPREAD INFLAMMATION AND DAMAGE TO THE LUNGS.IN FINDINGS PUBLISHED IN ANESTHESIA AND ANALGESIA, THE INVESTIGATORS DEMONSTRATED THAT A SINGLE ADMINISTRATION OF B CELLS DECREASED THE SEVERITY OF LUNG INJURY, IMPROVED OXYGENATION AND PROMOTED A MORE BALANCED IMMUNE RESPONSE (IMPROVED IMMUNE FUNCTION WITHOUT THE RISK OF RUNAWAY INFLAMMATION) IN A SMALL ANIMAL MODEL OF ARDS. B CELLS ARE A TYPE OF WHITE BLOOD CELL THAT PLAY A CENTRAL ROLE IN THE IMMUNE SYSTEM BY PRODUCING ANTIBODIES, BUT THEY ALSO HELP REGULATE IMMUNE RESPONSES BY COORDINATING WITH OTHER CELLS OF THE IMMUNE SYSTEM AND CALMING EXCESSIVE INFLAMMATION."ARDS DEVELOPS IN AT LEAST ONE IN TEN MECHANICALLY VENTILATED PATIENTS IN THE INTENSIVE CARE UNIT, AND HAS A HIGH MORTALITY RATE," SAID LEAD AUTHOR DUSAN HANIDZIAR, MD, PHD, A POSTDOCTORAL RESEARCH FELLOW IN THE CENTER FOR INFLAMMATION RESEARCH AT BIDMC. "NEW, TARGETED TREATMENTS NEED TO BE DEVELOPED FOR CLINICAL USE, AND WE'RE EXCITED THAT OUR DATA SUGGEST HARNESSING THE FUNCTIONS OF THE B CELL MAY REPRESENT A NOVEL THERAPY FOR ARDS."IN THIS FIRST-OF-ITS-KIND STUDY, HANIDZIAR AND COLLEAGUES SHOWED THAT, IN MICE EXPOSED TO HIGH OXYGEN LEVELS, THE NUMBER OF B CELLS DROPPED SHARPLY IN BOTH THE LUNGS AND THE BLOODSTREAM. ADMINISTERING B CELLS INTRAVENOUSLY 24 HOURS AFTER THE ONSET OF HIGH OXYGEN EXPOSURE, IMPROVED IMMUNE REGULATION, REDUCED HARMFUL INFLAMMATION, AND PARTIALLY RESTORED THE DIVERSITY OF IMMUNE CELLS IN THE ANIMALS' LUNGS."WE'VE KNOWN THAT HIGH OXYGEN LEVELS CAN SEVERELY DISRUPT IMMUNE BALANCE IN THE LUNGS, BUT THIS STUDY SHOWS THAT INFUSING B CELLS CAN HELP CORRECT THAT IMBALANCE AND REDUCE LUNG INJURY," SAID SENIOR AUTHOR SIMON C ROBSON, MD, PHD, DIRECTOR OF THE CENTER FOR INFLAMMATION RESEARCH. "THIS WORK LAYS IMPORTANT GROUNDWORK FOR EXPLORING B-CELL THERAPY AS A POTENTIAL TREATMENT FOR ARDS AND RELATED CONDITIONS."3. MORE THAN HALF OF U.S. ADULTS COULD BENEFIT FROM GLP-1 MEDICATIONS, RESEARCHERS FINDIN AN ANALYSIS OF NATIONAL DATA, RESEARCHERS AT THE RICHARD A. AND SUSAN F. SMITH CENTER FOR OUTCOMES RESEARCH AT BIDMC ESTIMATED THAT 137 MILLION U.S. ADULTS, MORE THAN HALF OF ALL ADULTS, ARE ELIGIBLE FOR SEMAGLUDTIDE FOR WEIGHT LOSS, DIABETES MANAGEMENT, OR PREVENTION OF RECURRENT CARDIOVASCULAR EVENTS. THE FINDINGS, PUBLISHED IN JAMA CARDIOLOGY, UNDERSCORE THE NEED TO INCREASE EQUITABLE ACCESS TO THIS NEW CLASS OF PHARMACEUTICALS.SEMAGLUTIDE, WHICH BELONGS TO A CLASS OF DRUGS KNOWN AS GLP-1 RECEPTOR AGONISTS, IS CURRENTLY APPROVED FOR THE MANAGEMENT OF DIABETES, TREATMENT OF OVERWEIGHT OR OBESITY, AND PREVENTION OF RECURRENT CARDIOVASCULAR DISEASE (E.G., IN PATIENTS WHO HAVE ALREADY EXPERIENCED A HEART ATTACK OR STROKE OR ARE LIVING WITH PERIPHERAL ARTERY DISEASE). ABOUT 15 MILLION ADULTS CURRENTLY TAKE SEMAGLUTIDE. BUT DATA IS RAPIDLY EMERGING ABOUT ITS EFFECTIVENESS FOR OTHER HEALTH CONDITIONS.IVY SHI, MD, WHO IS A RESIDENT IN INTERNAL MEDICINE AT BIDMC, WORKED WITH DHRUV S. KAZI, MD, MS, ASSOCIATE DIRECTOR OF THE SMITH CENTER AND DIRECTOR OF THE CARDIAC CRITICAL CARE UNIT AT BIDMC TO PRODUCE THE ANALYSIS. THEY USED FIVE YEARS' WORTH OF RECENT DATA FROM A LONG-RUNNING SURVEY OF THE U.S. POPULATION RUN BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO IDENTIFY U.S. ADULTS AGED 18 YEARS OR OLDER WHO WOULD BE ELIGIBLE FOR SEMAGLUTIDE TREATMENT BASED ON CURRENTLY APPROVED INDICATIONS.THEY FOUND THAT OF THE 136.8 MILLION US ADULTS ELIGIBLE FOR SEMAGLUTIDE, 35.0 MILLION ADULTS WOULD BE ELIGIBLE FOR THE MEDICATION FOR DIABETES MANAGEMENT, 129.2 MILLION ADULTS FOR WEIGHT LOSS, AND 8.9 MILLION ADULTS FOR SECONDARY PREVENTION OF CARDIOVASCULAR DISEASE. THE SEMAGLUTIDE-ELIGIBLE POPULATION INCLUDES 26.8 MILLION ADULTS COVERED BY MEDICARE, 13.8 MILLION COVERED BY MEDICAID, AND 61.1 MILLION COVERED BY COMMERCIAL INSURANCE."THESE STAGGERING NUMBERS MEAN THAT WE ARE LIKELY TO SEE LARGE INCREASES IN SPENDING ON SEMAGLUTIDE AND RELATED MEDICATIONS IN YEARS TO COME," SAID KAZI. "ENSURING EQUITABLE ACCESS TO THESE EFFECTIVE BUT HIGH-COST MEDICATIONS, AS WELL AS SUPPORTING INDIVIDUALS SO THAT THEY CAN STAY ON THE THERAPY LONG-TERM, SHOULD BE A PRIORITY FOR OUR CLINICIANS AND POLICYMAKERS."4. SKIP THE EXTRA SALT: STUDY SHOWS HEART HEALTHY DIET AND SODIUM REDUCTION LOWER RISK OF HEART DISEASEMOST AMERICANS CONSUME FAR MORE SODIUM THAN RECOMMENDED, WITH THE AVERAGE INTAKE TOPPING 3,400 MILLIGRAMS (MG) PER DAY--WELL ABOVE THE RECOMMENDED FEDERAL GUIDELINE OF 2,300 MG AND THE AMERICAN HEART ASSOCIATION'S GOAL OF 1,500 MG. THE BULK OF AMERICAN'S DAILY SODIUM DOESN'T COME FROM THE SALTSHAKER, BUT FROM PROCESSED AND RESTAURANT FOODS LIKE BREADS, DELI MEATS, AND CANNED SOUPS. HEALTH EXPERTS WARN THIS EXCESS IS FUELING A NATIONAL EPIDEMIC OF HIGH BLOOD PRESSURE, A MAJOR RISK FACTOR FOR HEART DISEASE AND STROKE.A NEW ANALYSIS LED BY INVESTIGATORS AT BIDMC HAS FOUND THAT REDUCING DIETARY SODIUM, OR FOLLOWING THE EVIDENCED-BASED HEART-HEALTHY DASH DIET EACH INDEPENDENTLY LOWERED THE 10-YEAR ESTIMATED RISK OF DEVELOPING ATHEROSCLEROTIC CARDIOVASCULAR DISEASE (ASCVD)--HARDENING OF THE ARTERIES THAT CAN LEAD TO CHEST PAIN, HEART ATTACK OR STROKE--AMONG ADULTS WITH ELEVATED BLOOD PRESSURE BUT NO PRIOR CARDIOVASCULAR DISEASE. |
| MOREOVER, THE COMBINATION OF THE DASH DIET AND REDUCING SODIUM | INTAKE HAD ADDITIVE EFFECTS, RESULTING IN THE GREATEST REDUCTION IN ASCVD RISK. THE FINDINGS APPEAR IN THE AMERICAN JOURNAL OF PREVENTIVE CARDIOLOGY."COMPARED TO THE TYPICAL AMERICAN, HIGH-SODIUM DIET, REDUCING SODIUM TO THE RECOMMENDED LEVELS OR EVEN LOWER MARKEDLY DECREASED CARDIOVASCULAR DISEASE RISK SCORES, WITH THE GREATEST EFFECTS AMONG WOMEN, BLACK ADULTS AND PARTICIPANTS WITH BASELINE STAGE II HYPERTENSION," SAID SENIOR AUTHOR STEPHEN P. JURASCHEK, MD. "THESE DATA UNDERSCORE THE NEED FOR STRONGER DIETARY GUIDELINES AND PUBLIC HEALTH INTERVENTIONS THAT CAN BE REALISTICALLY IMPLEMENTED AND SUSTAINED OVER TIME--ESPECIALLY AMONG GROUPS AT HIGHEST RISK."TO EVALUATE THE IMPACT OF SODIUM REDUCTION ON BLOOD PRESSURE--ALONE AND IN COMBINATION WITH THE DASH DIET--JURASCHEK AND COLLEAGUES RANDOMIZED 390 ADULTS WITH ELEVATED BLOOD PRESSURE TO THE DASH DIET AND A TYPICAL AMERICAN DIET.AFTER THE 12-WEEK PERIOD, ANALYSIS REVEALED THAT BOTH THE DASH DIET AND LOWER SODIUM INTAKE INDEPENDENTLY REDUCED PARTICIPANTS' ASCVD RISK SCORES. LOWERING SODIUM INTAKE LED TO MEANINGFUL RISK REDUCTIONS EVEN WHEN NOT MEETING THE MOST AGGRESSIVE TARGETS. BUT THE GREATEST BENEFIT OCCURRED WHEN THE TWO INTERVENTIONS WERE COMBINED.5. PRIVATE EQUITY MAY HAVE NEGATIVE EFFECT ON PATIENT CARE, STUDY SHOWSIN A PAPER PUBLISHED IN JAMA, BIDMC HEALTH POLICY EXPERTS REPORT THAT PATIENT CARE EXPERIENCE AND STAFF RESPONSIVENESS WORSENED AFTER PRIVATE EQUITY (PE) ACQUISITION OF U.S. HOSPITALS. RISHI WADHERA, MD, MPP, ANJALI BHATLA, MD, AND COLLEAGUES FOUND THAT CARE CONTINUED TO DECLINE WITH EACH ADDITIONAL YEAR AFTER ACQUISITION, SUGGESTING THAT PROFIT-DRIVEN CHANGES MAY COMPOUND OVER TIME."PATIENTS PROVIDE THE MOST IMPORTANT PERSPECTIVE ON WHETHER A HOSPITAL IS PROVIDING GOOD OR BAD CARE, AS THEY HAVE A 360-DEGREE VIEW OF THE ENTIRE CARE EXPERIENCE," SAID WADHERA, ASSOCIATE DIRECTOR OF THE SMITH CENTER FOR OUTCOMES RESEARCH AT BIDMC. "AFTER PRIVATE EQUITY TAKES OVER A HOSPITAL, PATIENT CARE EXPERIENCE SIGNIFICANTLY WORSENS. THAT'S VERY CONCERNING, GIVEN THE SURGE IN PE ACQUISITIONS OF HEALTH CARE FACILITIES OVER THE PAST DECADE."WADHERA AND COLLEAGUES IDENTIFIED 73 U.S. HOSPITALS NEWLY ACQUIRED BY PRIVATE EQUITY AND 293 MATCHED, NON-ACQUIRED HOSPITALS FROM 2008 TO 2019, AND FOUND THAT PATIENTS' OVERALL RATINGS, WILLINGNESS TO RECOMMEND THE HOSPITAL, AND REPORTED STAFF RESPONSIVENESS, DOCTOR AND NURSE COMMUNICATION, AND HOSPITAL ENVIRONMENT ALL WORSENED IN THE THREE YEARS AFTER ACQUISITION."THE RELATIVE DECLINE IN OVERALL PATIENT CARE EXPERIENCE SCORES AFTER PE ACQUISITION WAS LARGE," SAID ANJALI BHATLA, MD, A RESEARCH FELLOW AT THE SMITH CENTER. "POOR PATIENT EXPERIENCES ARE ASSOCIATED WITH SLOWER RECOVERY FROM ILLNESS, MEDICATION NONADHERENCE, AND GREATER HEALTH CARE UTILIZATION.""THE EVIDENCE TO DATE SUGGESTS THAT WHEN PRIVATE EQUITY TAKES OVER A HOSPITAL, THINGS GENERALLY GET WORSE FOR PATIENTS," SAID WADHERA, WHO IS ALSO AN ASSOCIATE PROFESSOR AT HARVARD MEDICAL SCHOOL. "AS PRIVATE EQUITY'S PRESENCE IN HEALTH CONTINUES TO GROW, THERE'S A PRESSING NEED FOR GREATER TRANSPARENCY, MONITORING, AND REGULATORY OVERSIGHT, TO ENSURE THAT PATIENTS ARE PROTECTED."PE INVESTORS SPENT MORE THAN $200 BILLION ON HEALTH CARE ACQUISITIONS IN 2021 ALONE -- $1 TRILLION OVER THE PAST DECADE, PER THE COMMONWEALTH FUND -- YET LITTLE RESEARCH HAS EVALUATED PE'S IMPACT ON THE PATIENT CARE EXPERIENCE.IN AN EARLIER STUDY, WADHERA FOUND THAT PE FIRMS DISPROPORTIONATELY ACQUIRED OUTPATIENT CARDIOLOGY PRACTICES IN WEALTHY COMMUNITIES, OFTEN FLIPPING THEM WITHIN A FEW YEARS -- A PATTERN THAT CAN INCENTIVIZE CARE CHANGES THAT MAXIMIZE PROFIT OVER QUALITY.6. RACIAL DISPARITIES IN PAIN ASSESSMENT EXPOSE AI'S FLAWED BELIEFS ABOUT RACEA STUDY LED BY ADAM RODMAN, MD, MPH, DIRECTOR OF AI PROGRAMS AT BIDMC, REVEALS THAT, RATHER THAN HELPING TO REDUCE RACIAL AND ETHNIC BIASES, AI-DRIVEN CHATBOTS MAY INSTEAD PERPETUATE AND EXACERBATE DISPARITIES IN MEDICINE. THE STUDY APPEARED IN JAMA NETWORK OPEN.IT'S WELL-DOCUMENTED THAT PHYSICIANS UNDERTREAT BLACK PATIENTS' PAIN VERSUS WHITE PATIENTS', A DISPARITY OFTEN ATTRIBUTED TO UNDERASSESSMENT OF THEIR PAIN. AI WAS INITIALLY SEEN AS A WAY TO ELIMINATE SUCH BIASES, WITH DATA-DRIVEN ALGORITHMS EXPECTED TO OFFER OBJECTIVE ASSESSMENTS FREE FROM HUMAN PREJUDICE."THESE MODELS ARE VERY GOOD AT REFLECTING HUMAN BIASES -- AND NOT JUST RACIAL BIASES -- WHICH IS PROBLEMATIC IF YOU'RE GOING TO USE THEM TO MAKE ANY SORT OF MEDICAL DECISION," RODMAN SAID. "IF THE SYSTEM IS BIASED THE SAME WAY HUMANS ARE, IT'S GOING TO SERVE TO MAGNIFY OUR BIASES OR MAKE HUMANS MORE CONFIDENT IN THEIR BIASES."TO INVESTIGATE, RODMAN AND COLLEAGUES REPLICATED A 2016 STUDY IN WHICH 222 MEDICAL STUDENTS AND RESIDENTS RATED PAIN LEVELS FOR TWO MEDICAL VIGNETTES -- ONE DESCRIBING A WHITE PATIENT, ONE BLACK -- ON A 10-POINT SCALE, AND RATED THEIR AGREEMENT WITH FALSE BELIEFS ABOUT RACIAL BIOLOGY, SUCH AS THE INACCURATE BUT WIDESPREAD NOTION THAT BLACK PEOPLE HAVE THICKER SKIN.IN THEIR STUDY, RODMAN'S TEAM APPLIED THE SAME SETUP TO THE AI MODELS GEMINI PRO AND GPT-4 TO SEE HOW THEY WOULD ASSESS PAIN ACROSS RACE AND ETHNICITY AND GAUGE THEIR UNDERSTANDING OF RACIAL BIOLOGY.THE RACIAL DISPARITIES PERSISTED. ACROSS THE BOARD, BLACK PATIENTS WERE UNDERASSESSED FOR THEIR PAIN COMPARED WITH WHITE PATIENTS, REGARDLESS OF WHETHER THE RATER WAS HUMAN OR AI. AS FOR FALSE BELIEFS ABOUT RACIAL BIOLOGY: THE GEMINI PRO AI MODEL EXHIBITED THE HIGHEST PERCENTAGE OF FALSE BELIEFS (24 PERCENT), FOLLOWED BY THE HUMAN TRAINEES (12 PERCENT), AND GPT-4 WITH THE LOWEST (9 PERCENT).AS MORE HOSPITALS AND CLINICS ADOPT AI FOR CLINICAL DECISION SUPPORT, THE FINDINGS SUGGEST CHATBOTS COULD PERPETUATE RACIAL AND ETHNIC BIASES IN MEDICINE, DEEPENING HEALTH CARE INEQUALITIES -- PARTICULARLY IF CONFIRMATION BIAS LEADS PHYSICIANS TO TRUST AI OUTPUTS ONLY WHEN THEY MATCH PRE-EXISTING BELIEFS.7. BIDMC-LED STUDY FINDS MOST CANCER PHYSICIANS-IN-TRAINING FEEL UNDERPREPARED TO ADVISE PATIENTS ABOUT MEDICAL MARIJUANAEVIDENCE SUGGESTS AS MANY AS 40 PERCENT OF ADULTS WITH CANCER TURN TO MARIJUANA -- MORE PROPERLY KNOWN AS CANNABIS -- TO MANAGE SYMPTOMS LIKE PAIN, NAUSEA AND ANXIETY, AND MANY WANT GUIDANCE FROM THEIR PHYSICIANS. YET A NATIONAL STUDY LED BY BIDMC INVESTIGATORS FINDS THAT MOST ONCOLOGISTS-IN-TRAINING, OR FELLOWS, FEEL UNDERPREPARED TO MANAGE THIS INCREASINGLY COMMON ASPECT OF PATIENT CARE."PERSONALIZED, PATIENT-CENTERED CARE STARTS WITH UNDERSTANDING AND COMMUNICATING THE BEST AVAILABLE EVIDENCE," SAID CO-LEAD AUTHOR KIAN TEHRANCHI, MD, A CLINICAL FELLOW IN HEMATOLOGY ONCOLOGY AT BIDMC. "AS MEDICAL CANNABIS BECOMES MORE WIDELY USED AND ACCEPTED, IT'S CRITICAL THAT FELLOWSHIP TRAINING EQUIPS FUTURE ONCOLOGISTS WITH THE KNOWLEDGE THEY NEED TO HAVE INFORMED, THOUGHTFUL CONVERSATIONS AND SUPPORT SHARED DECISION-MAKING WITH THEIR PATIENTS."PUBLISHED IN THE JOURNAL OF CANNABIS RESEARCH, THE STUDY SURVEYED 189 ONCOLOGY FELLOWS ACROSS 40 TRAINING PROGRAMS IN 25 STATES. ABOUT ONE IN FIVE HAD RECOMMENDED MEDICAL CANNABIS TO MORE THAN FIVE PATIENTS IN THE PREVIOUS YEAR. ABOUT A QUARTER HAD RECEIVED PRIOR TRAINING IN MEDICAL CANNABIS, AND THOSE WITH TRAINING WERE TWICE AS LIKELY TO RECOMMEND IT -- AND SIGNIFICANTLY MORE LIKELY TO HOLD INFORMED OPINIONS ABOUT ITS RISKS, BENEFITS, PREFERRED USE, AND WHICH PATIENTS MIGHT BENEFIT MOST.THE FINDINGS UNDERSCORE HOW EVEN BASIC TRAINING BUILDS FELLOWS' CONFIDENCE IN HAVING EVIDENCE-BASED CONVERSATIONS ABOUT CANNABIS USE, DESPITE LIMITED SAFETY AND EFFICACY DATA IN CANCER CARE.THE RESEARCHERS NOTE THAT EVIDENCE IS STRONGEST FOR CANNABIS RELIEVING CHEMOTHERAPY-INDUCED NAUSEA AND VOMITING, WITH LESS SUPPORT FOR OTHER SYMPTOMS LIKE CHRONIC PAIN OR APPETITE LOSS, AND VIRTUALLY NONE FOR ISSUES LIKE DIARRHEA. THEY STRESS THE IMPORTANCE OF TRAINING ON ITS SIDE EFFECTS, DRUG INTERACTIONS, AND RISKS FOR PATIENTS RECEIVING IMMUNOTHERAPY."THIS IS ABOUT PREPARING THE NEXT GENERATION OF CANCER PHYSICIANS TO MEET PATIENTS WHERE THEY ARE," SAID LEAD AUTHOR DEEPA RANGACHARI, MD, DIRECTOR OF GRADUATE MEDICAL EDUCATION & HEMATOLOGY ONCOLOGY FELLOWSHIP PROGRAM DIRECTOR AT BIDMC. "WELL-INFORMED, PATIENT-CENTERED CARE STARTS WITH GIVING OUR TRAINEES THE TOOLS THEY NEED TO ENGAGE IN NUANCED, EVIDENCE-BASED CONVERSATIONS." |
| 8. COVID-19 EXACERBATED AN ALREADY WIDENING GAP BETWEEN | RURAL AND URBAN HEART HEALTH OVER LAST DECADEEXISTING SOCIOECONOMIC DISPARITIES LEFT THE U.S. RURAL POPULATION MORE VULNERABLE TO THE DIRECT AND INDIRECT CARDIOVASCULAR EFFECTS OF COVID-19, ACCORDING TO INVESTIGATORS AT BIDMC'S RICHARD A. AND SUSAN F. SMITH CENTER FOR OUTCOMES RESEARCH. IN A STUDY PRESENTED AT THE AMERICAN HEART ASSOCIATION SCIENTIFIC SESSIONS AND PUBLISHED IN THE JOURNAL OF THE AMERICAN COLLEGE OF CARDIOLOGY, THE SCIENTISTS SHOWED THAT THE GAP IN HEALTH OUTCOMES BETWEEN RURAL AND URBAN POPULATIONS WIDENED MORE QUICKLY AFTER THE PANDEMIC.RESEARCHERS EVALUATED CARDIOVASCULAR MORTALITY IN THE UNITED STATES FROM 2010 TO 2022, FOCUSING ON THE IMPACT OF THE PANDEMIC ON EXISTING RURAL-URBAN DISPARITIES IN CARDIOVASCULAR HEALTH. PRIOR TO THE PANDEMIC, AGE-ADJUSTED CARDIOVASCULAR DEATH RATES HAD BEEN DECREASING IN URBAN AREAS OF THE UNITED STATES. IN CONTRAST, CARDIOVASCULAR DEATH RATES WERE INCREASING IN RURAL AREAS, DRIVEN LARGELY BY AN ALARMING RISE AMONG YOUNGER ADULTS.THE INVESTIGATORS FOUND THAT FOLLOWING THE ONSET OF THE PANDEMIC, WHILE THERE WAS AN INCREASE IN THE CARDIOVASCULAR MORTALITY RATE IN URBAN AREAS, THERE WAS A STEEPER INCREASE IN RURAL AREAS, PARTICULARLY AMONG RURAL ADULTS AGED 25-64. BY 2022, CARDIOVASCULAR MORTALITY RATES WERE 1.5 TIMES HIGHER IN RURAL COMPARED WITH URBAN AREAS.OTHER STUDIES SUGGEST THAT FOR MANY PEOPLE, RISK FACTORS SUCH AS HIGH BLOOD PRESSURE, HIGH CHOLESTEROL, DIABETES, AND OBESITY WORSENED DURING THE PANDEMIC, AND RURAL AREAS MAY HAVE BEEN MORE SEVERELY AFFECTED DUE TO GREATER INTERRUPTIONS IN ACCESS TO HEALTH CARE. THE PANDEMIC-RELATED SURGE IN SUBSTANCE USE, DEPRESSION, AND SUICIDALITY ALSO DISPROPORTIONATELY IMPACTED RURAL POPULATIONS; THESE "DISEASES OF DESPAIR" CONFER AN INCREASED RISK OF CARDIOVASCULAR EVENTS."DETERIORATING SOCIOECONOMIC CONDITIONS AND HEALTH SYSTEM CHALLENGES THAT WERE EXACERBATED BY THE PANDEMIC MAY HAVE MADE RURAL ADULTS MORE VULNERABLE TO POOR CARDIOVASCULAR OUTCOMES," SAID CORRESPONDING AUTHOR RISHI K. WADHERA, MD, MPP, MPHIL, ASSOCIATE DIRECTOR OF THE SMITH CENTER AT BIDMC. "THERE'S A CARDIOMETABOLIC HEALTH CRISIS HAPPENING IN RURAL AMERICA -- ESPECIALLY AMONG YOUNG ADULTS -- AND IT'S VITAL THAT WE START TACKLING THE UNDERLYING SOCIOECONOMIC CONDITIONS THAT ARE DRIVING THIS PERSISTENT RISE IN CARDIOVASCULAR MORTALITY."9. MPOX VACCINE ANTIBODY RESPONSES WANED WITHIN A YEAR, STUDY SHOWSTHE 2022 OUTBREAK OF MPOX, FORMERLY KNOWN AS MONKEYPOX, MARKED THE FIRST TIME THE VIRUS SPREAD WIDELY ACROSS MULTIPLE COUNTRIES BEYOND ITS HISTORICALLY ENDEMIC REGIONS IN AFRICA. BOSTON REPORTED THE FIRST U.S. CASE IN MAY; BY AUGUST, ALL 50 STATES HAD DOCUMENTED INFECTIONS. SPREAD PRIMARILY THROUGH CLOSE SKIN-TO-SKIN CONTACT, ESPECIALLY DURING SEXUAL ACTIVITY, THE INFECTION MANIFESTS AS FEVER, SWOLLEN LYMPH NODES, AND PAINFUL RASHES OR SORES.TO CONTAIN THE OUTBREAK, PUBLIC HEALTH OFFICIALS PRIORITIZED VACCINATION FOR POPULATIONS AT HIGHER RISK OF EXPOSURE, INCLUDING PEOPLE WHO HAVE NEW OR MULTIPLE SEXUAL PARTNERS; HEALTHCARE WORKERS AND LABORATORY PERSONNEL; AND PEOPLE WHO HAVE TRAVELED TO A COMMUNITY WHERE MPOX HAS BEEN IDENTIFIED.IN A STUDY PUBLISHED IN JAMA, BIDMC RESEARCHERS DEMONSTRATED THAT MPOX ANTIBODY LEVELS DECLINED RAPIDLY AND NEARLY RETURNED TO BASELINE SIX TO 12 MONTHS AFTER RECEIVING THE MPOX VACCINATION. THE FINDINGS SUGGEST THAT PROTECTIVE IMMUNITY MAY WANE IN PREVIOUSLY VACCINATED INDIVIDUALS AND THAT BOOSTING MAY BE REQUIRED TO MAINTAIN ROBUST PROTECTION."IT IS IMPORTANT TO ASSESS THE INFECTION RISK FOR INDIVIDUALS WHO WERE VACCINATED AGAINST THE DISEASE DURING THE 2022 OUTBREAK," SAID CORRESPONDING AUTHOR DAN H. BAROUCH, MD, PHD, DIRECTOR OF THE CENTER FOR VACCINE AND VIROLOGY RESEARCH AT BIDMC."OUR STUDY ALSO HIGHLIGHTS THE IMPORTANCE OF COMPLETING THE RECOMMENDED TWO-DOSE MPOX VACCINE, WHETHER SUBCUTANEOUS OR INTRADERMAL, TO BOOST IMMUNITY -- REGARDLESS OF THE TIME BETWEEN DOSES," SAID LEAD AUTHOR AI-RIS YONEKURA COLLIER, MD, CO-DIRECTOR OF THE CLINICAL TRIALS UNIT AT BIDMC. "IN THIS MPOX OUTBREAK, ENSURING BROAD ACCESS TO THE FULL VACCINE SERIES IS CRUCIAL."10. INVESTIGATIONAL MRNA VACCINE PROTECTED MICE BETTER THAN THE CENTURY-OLD VACCINE -- LIMITING INFECTION AND SLOWING DISEASE SPREADTUBERCULOSIS, AN AIRBORNE BACTERIAL INFECTION, IS ONE OF HUMANITY'S OLDEST FOES AND TODAY THE WORLD'S TOP INFECTIOUS-DISEASE KILLER, CLAIMING 1.2 MILLION LIVES A YEAR. THE ONE AVAILABLE VACCINE PROTECTS YOUNG CHILDREN FROM SEVERE TB BUT DOES LITTLE TO STOP ITS SPREAD AMONG ADOLESCENTS AND ADULTS.NOW, BIDMC SCIENTISTS HAVE CREATED A NEW TB VACCINE CANDIDATE USING NEWLY IDENTIFIED ANTIGENS DELIVERED BY MRNA TECHNOLOGY -- THE SAME APPROACH BEHIND THE RAPID DEVELOPMENT OF COVID-19 VACCINES. THE TEAM, REPORTING IN CELL, PLANS CLINICAL TESTING IN ADULTS, A POTENTIAL ADVANCE IN TB PREVENTION FOR ALL AGE GROUPS."WE SYSTEMATICALLY EVALUATED MULTIPLE POTENTIAL TB VACCINE ANTIGENS TO DEVELOP A NOVEL TB VACCINE CANDIDATE," SAID CORRESPONDING AUTHOR DAN H. BAROUCH, MD, PHD, DIRECTOR OF THE CENTER FOR VIROLOGY AND VACCINE RESEARCH AT BIDMC, WHO CONTRIBUTED TO THE DEVELOPMENT OF JOHNSON & JOHNSON'S COVID-19 VACCINE. "WE USED THE MRNA PLATFORM THAT IS FLEXIBLE, SCALABLE, AND CAN COMBINE MULTIPLE ANTIGENS INTO ONE SHOT."TB LACKS AN OBVIOUS VACCINE TARGET. USING IMMUNE-RESPONSE DATA FROM PEOPLE EXPOSED TO TB, BAROUCH AND COLLEAGUES BUILT A SCREENING PIPELINE TO RANK CANDIDATE ANTIGENS BY IMMUNE RESPONSE, THEN SELECTED TOP CONTENDERS TO DESIGN A TRIVALENT VACCINE -- COMBINING THREE TB ANTIGENS -- TESTED IN AN ANIMAL MODEL."CHOOSING WHICH ANTIGENS TO TARGET IS A SIGNIFICANT CHALLENGE IN TB VACCINE DEVELOPMENT," SAID LEAD AUTHOR SAMUEL J. VIDAL, MD, PHD, A STAFF SCIENTIST IN THE BAROUCH LABORATORY AT BIDMC. "THE THREE ANTIGENS WE CHOSE HAVE NOT PREVIOUSLY BEEN EVALUATED IN CLINICAL TRIALS. OUR TRIVALENT MRNA VACCINE CONCEPT IMPROVED UPON THE CENTURY-OLD BCG SHOT IN ANIMAL MODELS -- IT REDUCED INFECTION RATES, REDUCED BACTERIAL SPREAD, AND LOWERED BACTERIAL LEVELS IN THE LUNGS."THE TRIVALENT VACCINE ANTIGENS ALSO TRIGGERED IMMUNE RESPONSES IN HUMANS EXPOSED TO TB, SUGGESTING THE APPROACH COULD WORK IN PEOPLE."TAKEN TOGETHER, OUR FINDINGS OPEN THE DOOR TO A NEW VACCINE CANDIDATE FOR TB," SAID BAROUCH, WHO IS ALSO A PROFESSOR OF MEDICINE AT HARVARD MEDICAL SCHOOL. "WE'RE EXCITED TO BE MOVING THIS NOVEL TB VACCINE CANDIDATE TOWARD CLINICAL TRIALS."RESEARCH AT JOSLIN DIABETES CENTERTHE JOSLIN DIABETES CENTER (JDC), IN CONJUNCTION WITH ITS AFFILIATE THE JOSLIN CLINIC, PROVIDES WORLD CLASS LEADING EDGE PATIENT CARE IN THE SPECIALTY AREA OF DIABETES AND CARING FOR PATIENTS THROUGH A RELENTLESS TEAM OF CLINICIANS, SKILLED HEALTH EDUCATORS, AND ACCESS TO PIONEERING DIABETES RESEARCH. JOSLIN IS AFFILIATED WITH HARVARD MEDICAL SCHOOL AND OFFERS A RICH EDUCATIONAL ENVIRONMENT INVOLVING COURSES, LECTURES, FELLOWSHIP OPPORTUNITIES AND CME COURSES. JDC ALSO PROVIDES INFRASTRUCTURE, MANAGEMENT AND SUPPORT SERVICES TO ITS AFFILIATE, THE JOSLIN CLINIC. IN ADDITION, JOSLIN'S MISSION IS NOT ONLY TO PROVIDE OUTSTANDING PATIENT CARE, BUT ALSO TO BRING BEST PRACTICES TO THE LARGER MEDICAL COMMUNITY. JOSLIN ENGAGES IN RESEARCH RELATED TO BETTER UNDERSTANDING DIABETES, HOW TO TREAT IT AND HOW TO HELP PATIENTS MANAGE AND LIVE HEALTHIER LIVES WITH THE DISEASE. JOSLIN DIABETES RESEARCH CENTER IS ONE OF ONLY 16 NIH-DESIGNATED DIABETES RESEARCH CENTERS IN THE UNITED STATES. JOSLIN'S RESEARCH TEAM IS WORLD-RENOWNED AND PASSIONATE ABOUT IMPROVING THE LIVES OF PEOPLE WITH DIABETESMILLIONS OF PEOPLE WITH DIABETES THROUGHOUT THE WORLD BENEFIT DIRECTLY FROM BASIC AND CLINICAL RESEARCH CONDUCTED AT THE CENTER. APPROXIMATELY 300 RESEARCHERS EMPLOYED AT THE JOSLIN DIABETES CENTER ARE WORKING ON VARIOUS ASPECTS OF DIABETES, SEARCHING FOR WAYS TO PREVENT AND TREAT DIABETES IN ALL ITS FORMS AND ULTIMATELY FIND A CURE FOR THE DISEASE.THE RESEARCH ENGAGED IN AT JDC HELPS IMPROVES THE LIVES AT JDC, ACROSS BILH AND IN THE WIDER COMMUNITY BEYOND EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE COMMUNITIES. AS NOTED ABOVE RELATED TO BIDMC, ALTHOUGH JOSLIN'S RESEARCH ACTIVITIES ARE NOT QUANTIFIED HERE IN THIS HOSPITAL'S FORM 990 SCHEDULE H, PART I, 7H, AS ALREADY NOTED, THESE ACTIVITIES ARE IMPORTANT TO THE COMMUNITIES SERVED BY THIS HOSPITAL, ALL OF BILH AND BEYOND. SOME EXAMPLES OF RESEARCH ENGAGED IN BY JOSLIN DURING THE PERIOD COVERED BY THIS FILING ARE BELOW. BRAIN INSULIN SIGNALING IMPACT ON DIABETES AND NEUROLOGICAL DISORDERSA STUDY FROM JOSLIN DIABETES CENTER EXPLORES THE ROLE OF INSULIN SIGNALING IN THE BRAIN'S IMMUNE CELLS, AND HOW IT MAY MEDIATE THE RELATIONSHIP BETWEEN TYPE 2 DIABETES AND ALZHEIMER'S DISEASE (AD). THE FINDINGS, PUBLISHED IN PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES, COULD HELP IDENTIFY POTENTIAL TARGETS TO TREAT DIABETES PATIENTS WITH AD. |
| "TYPE 2 DIABETES, OBESITY, AND METABOLIC SYNDROME ARE MAJOR | CAUSES OF ILLNESS AND DEATH WORLDWIDE, AND INSULIN RESISTANCE, ESPECIALLY BRAIN INSULIN RESISTANCE, FEATURES PROMINENTLY IN ALL THESE CONDITIONS," SAID LEAD AUTHOR WENQIANG CHEN, PHD, INSTRUCTOR OF MEDICINE AT JOSLIN DIABETES CENTER. "A GROWING BODY OF EVIDENCE LINKS INSULIN RESISTANCE WITH INCREASED RISKS OF BRAIN DISORDERS, INCLUDING AD AND DEPRESSION, BUT EXACTLY HOW BRAIN INSULIN RESISTANCE LINKS TO THESE DISEASES REMAINS INCOMPLETELY UNDERSTOOD."TO BETTER UNDERSTAND INSULIN'S ROLE IN THE BRAIN, CHEN AND COLLEAGUES IN THE LAB OF RONALD KAHN, MD, CREATED A MOUSE MODEL IN WHICH THEY COULD "TURN OFF" INSULIN RECEPTORS IN CERTAIN BRAIN CELLS. THESE "KNOCKOUT MICE" GAVE THE SCIENTISTS A PRECISE TOOL TO STUDY HOW SPECIFIC BRAIN CELLS BEHAVE WITHOUT INSULIN'S INFLUENCE.THE JOSLIN INVESTIGATORS LOOKED SPECIFICALLY AT MICROGLIA--THE BRAIN'S RESIDENT IMMUNE CELLS. MOST IMPORTANTLY IN THE CONTEXT OF ALZHEIMER'S, THEY HELP CLEAR AWAY AMYLOID-BETA (A), A STICKY PROTEIN THAT CAN BUILD UP TO FORM THE DAMAGING PLAQUES IN THE BRAIN.THEIR FINDINGS:- MICE WITHOUT INSULIN SIGNALING IN MICROGLIA SHOWED DEPRESSIVE-LIKE BEHAVIORS AND ALTERED SOCIAL INTERACTION- WHEN THESE MICE WERE CROSSED WITH A WIDELY USED ALZHEIMER'S DISEASE MODEL, THE RESULTANT MICE DEVELOPED MORE SEVERE DISEASE- IN THE TEAM'S CELLULAR MODEL OF MICROGLIA LACKING INSULIN RECEPTORS, THE CELLS SHIFTED TO A LESS EFFICIENT WAY OF PRODUCING ENERGY AND BECAME LESS EFFECTIVE AT CLEARING AMYLOID-BETA."OUR FINDINGS POINT TO THE IMPORTANCE OF UNDERSTANDING A CELL TYPE SPECIFIC REGULATION OF INSULIN ACTION AND INSULIN RESISTANCE IN BRAIN HOMEOSTASIS AND DISEASE PATHOGENESIS," SAID SENIOR AUTHOR KAHN, WHO IS ALSO JOSLIN'S CHIEF ACADEMIC OFFICER. "THESE INSIGHTS WILL HELP IDENTIFY THE CELLULAR AND MOLECULAR MECHANISMS UNDERLYING THE LINK BETWEEN TYPE 2 DIABETES AND BRAIN DISORDERS, THUS BRINGING THE POTENTIAL FOR BETTER THERAPEUTICS FOR PATIENTS WITH THESE COMORBID CONDITIONS."JOSLIN SCIENTISTS UNCOVER CLUES TO MYSTERIOUS POST-BARIATRIC COMPLICATIONJOSLIN DIABETES CENTER RESEARCHERS HAVE IDENTIFIED METABOLIC CHANGES THAT MAY EXPLAIN WHY NEARLY 30 PERCENT OF PATIENTS WHO UNDERGO WEIGHT LOSS SURGERY DEVELOP POST-BARIATRIC HYPOGLYCEMIA (PBH). THIS SERIOUS CONDITION OCCURS WHEN THE BODY OVERPRODUCES INSULIN AFTER MEALS, CAUSING DANGEROUS BLOOD SUGAR CRASHES THAT CAN LEAD TO CONFUSION, FAINTING, AND SEIZURES."WHILE SOME PATIENTS CAN MANAGE PBH WITH DIET AND MEDICATION, SEVERE CASES DON'T ALWAYS RESPOND TO TREATMENT--OR EVEN TO REVERSING THE SURGERY," SAID CO-CORRESPONDING AUTHOR MARY-ELIZABETH PATTI, MD, DIRECTOR OF JOSLIN'S HYPOGLYCEMIA CLINIC. "THAT'S WHY FINDING TREATMENT OPTIONS IS SO IMPORTANT."BARIATRIC SURGERIES, SUCH AS GASTRIC BYPASS AND SLEEVE GASTRECTOMY, ARE POWERFUL TOOLS FOR TREATING TYPE 2 DIABETES (T2D), A CONDITION THAT AFFECTS MORE THAN 500 MILLION PEOPLE WORLDWIDE AND INCREASES THE RISK OF HEART DISEASE, KIDNEY FAILURE, AND NERVE DAMAGE. IN SOME INDIVIDUALS, GLUCOSE LEVELS CAN DROP TO LEVELS BELOW NORMAL, OR HYPOGLYCEMIA.IN PREVIOUS STUDIES, PATTI AND COLLEAGUES FOUND THAT PATIENTS WITH PBH HAD SIGNIFICANTLY HIGHER LEVELS OF A HORMONE CALLED FGF19 COMPARED TO POST-SURGICAL INDIVIDUALS WITHOUT HYPOGLYCEMIA. PEOPLE WITH OBESITY TEND TO HAVE LOWER LEVELS OF THIS HORMONE, BUT AFTER BARIATRIC SURGERY, ITS LEVELS RISE--SOMETIMES TOO MUCH.TO UNDERSTAND WHAT TRIGGERS THIS SPIKE IN FGF19, PATTI'S TEAM, WORKING WITH THE LABORATORY OF CO-CORRESPONDING AUTHOR SLOAN DEVLIN, ANALYZED BILE ACIDS--DIGESTIVE COMPOUNDS THAT HELP BREAK DOWN FATS. COMPARING SAMPLES FROM PATIENTS WITH PBH AND INDIVIDUALS WITHOUT THE CONDITION, THEY FOUND DISTINCT DIFFERENCES IN BILE ACID COMPOSITION, SUGGESTING THESE DIFFERENCES MAY BE RESPONSIBLE FOR THE EXCESSIVE INSULIN RESPONSE AND HYPOGLYCEMIA AFTER MEALS.THROUGH A SERIES OF EXPERIMENTS, THE RESEARCHERS MAPPED OUT THE METABOLIC STEPS LIKELY DRIVING PBH. BY IDENTIFYING SPECIFIC PROTEINS INVOLVED IN THE PROCESS, THEY UNCOVERED A POTENTIAL TREATMENT STRATEGY: BLOCKING A TRANSPORTER IN THE GUT RESPONSIBLE FOR SHUTTLING BILE ACIDS FROM INTESTINES INTO BLOOD. BY INHIBITING THIS TRANSPORTER IN MICE, THE RESEARCHERS WERE ABLE TO REDUCE THE BLOOD SUGAR DROP THAT HAPPENS AFTER A MEAL. MORE BROADLY, THIS WORK MAY HAVE IMPLICATIONS FOR PATIENTS STRUGGLING WITH HYPOGLYCEMIA IN OTHER CONTEXTS. THE FINDINGS APPEARED IN NATURE METABOLISM.FIRST-OF-ITS KIND STUDY COMPREHENSIVELY CHARACTERIZED COGNITIVE FUNCTION AND BRAIN PATHOLOGY IN AGING PEOPLE WITH T1DINVESTIGATORS AT JOSLIN DIABETES CENTER HAVE CONDUCTED THE FIRST COMPREHENSIVE CLINICAL CHARACTERIZATION OF COGNITIVE DECLINE IN PEOPLE WITH LONG-DURATION TYPE 1 DIABETES (T1D). PUBLISHED IN JCI INSIGHT, THE STUDY HELPS ANSWER QUESTIONS ABOUT THIS UNDERSTUDIED POPULATION AND HINTS THAT PRESERVING EYESIGHT MAY HELP PREVENT COGNITIVE DECLINE IN PEOPLE WITH T1D."COGNITIVE DYSFUNCTION IS RECOGNIZED AS A POTENTIAL COMPLICATION ASSOCIATED WITH DIABETES, BUT STUDIES HAVE MOSTLY FOCUSED ON TYPE 2 DIABETES OR YOUNGER TYPE 1 POPULATIONS," SAID CORRESPONDING AUTHOR GEORGE KING, CHIEF SCIENTIFIC OFFICER, JOSLIN DIABETES CENTER."DETAILED CLINICAL CHARACTERIZATION OF COGNITIVE DYSFUNCTION IN A LARGE COHORT OF PEOPLE WITH A LONG HISTORY OF LIVING WITH T1D HAS BEEN LIMITED GIVEN THAT LIVING LONGER THAN 55 YEARS WITH THE DISEASE HAS ONLY RECENTLY BECOME POSSIBLE," SAID CO-CORRESPONDING AUTHOR HETAL SHAH, JOSLIN DIABETES CENTER.ENTER THE MEDALISTS: SINCE 1970, JOSLIN HAS AWARDED MEDALS TO MORE THAN 7,000 PEOPLE, KNOWN AS THE MEDALISTS, FOR LIVING WITH THE CONDITION FOR 50 YEARS.KING AND COLLEAGUES RECRUITED MORE THAN 1,000 MEDALISTS WITH TYPE 1 DIABETES. PARTICIPANTS HAD A MEAN AGE OF 66 YEARS AND HAD BEEN LIVING WITH T1D AN AVERAGE OF 53 YEARS.BUT WHEN SHAH, KING AND COLLEAGUES ASSESSED THEIR COGNITIVE FUNCTION AND CONDUCTED BRAIN AND RETINAL IMAGING, THEY FOUND THE MEDALISTS PERFORMED WORSE THAN PEOPLE WITHOUT DIABETES IN MANY CATEGORIES, INCLUDING RECALL AND PSYCHOMOTOR CONTROL. NEUROIMAGING REVEALED THE MEDALISTS HAD LOWER TOTAL BRAIN VOLUME, EQUIVALENT TO NINE YEARS ACCELERATED AGING, THE RESEARCHERS CALCULATED.RETINAL IMAGING REVEALED THAT WORSE COGNITIVE FUNCTION, LOWER BRAIN VOLUMES, AND DIABETIC RETINOPATHY WERE LINKED WITH THE THINNING OF RETINAL TISSUES. TOGETHER, THESE FINDINGS SUGGEST THAT MAINTAINING EYESIGHT COULD BE ONE WAY TO MODIFY THE COURSE OF COGNITIVE DECLINE IN THIS POPULATION."OUR FINDINGS ARE VERY DIFFERENT FROM THOSE REPORTED FOR PEOPLE WITH TYPE 2 DIABETES," SAID KING. "THIS LINK BETWEEN BETTER VISUAL ACUITY AND THE PRESERVATION OF COGNITIVE FUNCTION AND HIGHER BRAIN VOLUMES IS NOVEL AND SUGGESTS A POTENTIAL THERAPEUTIC APPROACH TO PREVENT COGNITIVE DECLINE IN T1D THAT MAY EVEN BE APPLICABLE BEYOND THIS POPULATION TO AGE-RELATED DEMENTIA," SAID SHAH.STUDY EXPLORES INSTAGRAM'S ROLE IN SUPPORTING YOUNG ADULTS LIVING WITH TYPE 1 DIABETESFOR MANY 18- TO 25-YEAR-OLDS WITH TYPE 1 DIABETES (T1D), MANAGING THEIR CONDITION DURING A TIME OF LIFE ALREADY MARKED BY CHANGE AND STRESS POSES A SIGNIFICANT CHALLENGE. FOR THESE SAME YOUNG ADULTS, SOCIAL MEDIA IS A DAILY HABIT, AND A POTENTIAL SOURCE OF SUPPORT. A QUALITATIVE STUDY PUBLISHED IN JMIR DIABETES EXPLORES HOW INSTAGRAM POSTS FOCUSED ON DIABETES MAY AFFECT YOUNG PEOPLE'S SELF-CARE BEHAVIORS AND EMOTIONAL WELL-BEING."OUR RESULTS DEMONSTRATE THAT SOCIAL MEDIA HAS THE POTENTIAL TO PROVIDE SUPPORT TO YOUNG PEOPLE WITH T1D AS WELL AS IMPACT THEIR WELL-BEING BY FOSTERING A SENSE OF COMMUNITY AND INCREASING ACCESS TO INFORMATION ABOUT DIABETES," SAID LEAD AUTHOR TARA MAXWELL, MD, MSHP, FORMERLY AT JOSLIN DIABETES CENTER. "WE ALSO DESCRIBE THE POTENTIAL NEGATIVE EFFECTS OF SOCIAL MEDIA ON DIABETES, SELF-MANAGEMENT, AND EMOTIONAL STATE."IN ONE-ON-ONE VIDEO INTERVIEWS, PARTICIPANTS REACTED TO A CURATED SET OF 10 INSTAGRAM POSTS REFLECTING COMMON DIABETES THEMES. POSTS WERE VIEWED MORE POSITIVELY WHEN THEY WERE MEDICALLY ACCURATE, EMOTIONALLY RELATABLE, AND VISUALLY APPEALING. BUT CONTENT THAT DRAMATIZED THE CONDITION OR IDEALIZED LIFE WITH T1D SOMETIMES UNDERMINED SELF-CARE OR WORSENED EMOTIONAL WELL-BEING.TO BETTER UNDERSTAND HOW SOCIAL MEDIA INFLUENCES PEOPLE WITH T1D, MAXWELL AND COLLEAGUES, INCLUDING SENIOR AUTHOR LORI LAFFEL, MD, MPH, RECRUITED 26 YOUNG ADULTS WHO RECEIVED REGULAR CARE AT JOSLIN AND HAD LIVED WITH T1D FOR AT LEAST A YEAR. WHILE ALL REPORTED DAILY SOCIAL MEDIA USE, MOST SAID THEY ONLY OCCASIONALLY VIEWED DIABETES-RELATED CONTENT AND RARELY POSTED ABOUT THEIR CONDITION THEMSELVES.THE RESEARCHERS ASKED PARTICIPANTS TO DESCRIBE HOW EACH POST MADE THEM FEEL, WHAT IT EMPHASIZED, AND HOW IT MIGHT INFLUENCE THEIR SELF-CARE. SOCIAL MEDIA SERVED TO HIGHLIGHT THE EXISTENCE OF A COMMUNITY OF PEOPLE WITH T1D; PROVIDE DIABETES INFORMATION; POTENTIALLY REINFORCE GOOD HABITS; AND INFLUENCE EMOTIONAL STATE, FOR BETTER OR FOR WORSE. |
| "SOCIAL MEDIA MAY NOT NECESSARILY BE GOOD OR BAD FOR YOUNG PEOPLE | WITH T1D," SAID LAFFEL. "IT HAS THE POTENTIAL TO FOSTER COMMUNITY, SPARK REFLECTION, SUPPORT SELF-CARE, AND POSITIVELY AFFECT EMOTIONAL WELL-BEING. WITH THOUGHTFUL DESIGN AND MEANINGFUL ENGAGEMENT, SOCIAL MEDIA COULD BE A POWERFUL TOOL FOR IMPROVING OUTCOMES IN THIS POPULATION."FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS GRADUATE MEDICAL EDUCATION AS NOTED THROUGHOUT THIS FORM 990, AJH IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. ALTHOUGH AJH DOES NOT DIRECTLY ENGAGE IN HEALTH PROFESSIONS EDUCATION / GRADUATE MEDICAL EDUCATION, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), LAHEY CLINIC HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND MOUNT AUBURN HOSPITAL ALL ENGAGE IN EDUCATIONAL ACTIVITIES DESIGNED TRAIN FUTURE PHYSICIANS AND OTHER FUTURE HEALTHCARE PRACTITIONERS. 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 WHICH IS AN INVESTMENT IN THE HEALTH SYSTEM OF TOMORROW. ALTHOUGH THE EDUCATIONAL ACTIVITIES OF THESE BILH AFFILIATES ARE NOT QUANTIFIED HERE IN AJH'S FORM 990 SCHEDULE H, PART I, 7F, AS ALREADY NOTED THESE ACTIVITIES ARE IMPORTANT TO THE COMMUNITIES SERVED BY AJH AND BEYOND. IN ADDITION, INFORMATION ON THE TEACHING ACTIVITIES AT BIDMC, A SISTER ENTITY TO AJH, DURING THE PERIOD COVERED BY THIS FILING, IS INCLUDED BELOW. THE MEDICAL CENTER'S DEVOTION TO TEACHING, RESPECT FOR STUDENTS/TRAINEES AND WILLINGNESS TO EMBRACE TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION MAKE THE MEDICAL CENTER A TOP CHOICE AMONG MEDICAL STUDENTS AND HEALTH CARE PROFESSIONALS. THE MEDICAL CENTER TRAINS HUNDREDS OF MEDICAL STUDENTS, INTERNS, RESIDENTS AND FELLOWS, AS WELL AS PROFESSIONALS IN NURSING, SOCIAL WORK AND THE ALLIED HEALTH SCIENCES. THE MEDICAL CENTER HAS 63 ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED CLINICAL RESIDENCY AND FELLOWSHIP PROGRAMS WITH 760 RESIDENTS AND CLINICAL FELLOWS. IN ADDITION, THE MEDICAL CENTER HAS 48 NONSTANDARD CLINICAL FELLOWSHIP PROGRAMS WITH 57 TRAINEES PER YEAR. STAFF PHYSICIANS AT THE MEDICAL CENTER WHO HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF THEIR DAILY PATIENT CARE AND A RANGE OF INTERACTIVE LEARNING EXPERIENCES. CORE CLINICAL TRAINING PROGRAMSTHE MEDICAL CENTER SPONSORS CORE CLINICAL TRAINING PROGRAMS IN THE FOLLOWING FIELDS:- ANESTHESIOLOGY- EMERGENCY MEDICINE- EAR, NOSE AND THROAT (OTOLARYNGOLOGY)- INTERNAL MEDICINE- NEUROLOGY- NEUROSURGERY- OBSTETRICS AND GYNECOLOGY- PATHOLOGY- PLASTIC SURGERY - PSYCHIATRY- RADIOLOGY- SURGERY- TRANSITIONAL YEAR- UROLOGYRESIDENCY PROGRAMSTHE MEDICAL CENTER SPONSORS ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED RESIDENCY PROGRAMS IN EACH OF THE CORE CLINICAL TRAINING PROGRAMS LISTED ABOVE. FELLOWSHIP PROGRAMSIN ADDITION TO THE RESIDENT TRAINING PROGRAMS LISTED ABOVE, THE MEDICAL CENTER SPONSORS A WIDE VARIETY OF FELLOWSHIP TRAINING PROGRAMS FOR ELIGIBLE DOCTORS WHO HAVE COMPLETED THEIR RESIDENCY AND WANT TO ENGAGE IN MORE SPECIALIZED STUDY. MORE THAN HALF OF THESE PROGRAMS (47 OF 91) ARE ACGME APPROVED OR APPROVED BY A COMPARABLE BODY RELATED TO THE PARTICULAR SUBSPECIALTY. THE MEDICAL CENTER SPONSORS THE FOLLOWING FELLOWSHIP PROGRAMS:- ANESTHESIA: ADULT CARDIOTHORACIC ANESTHESIOLOGY, ADVANCED CLINICAL ANESTHESIA, ANESTHESIA FOR OUTPATIENT SURGERY, CRITICAL CARE MEDICINE, NEUROANESTHESIA, NEURO CRITICAL CARE, OBSTETRIC ANESTHESIOLOGY, PAIN MEDICINE, REGIONAL ANESTHESIA, VASCULAR ANESTHESIA, PATIENT SAFETY AND QUALITY IMPROVEMENT IN ANESTHESIA, ANESTHESIA MEDICAL EDUCATION, ADVANCED CRITICAL CARE AND ULTRASOUND- DERMATOLOGY: CUTANEOUS ONCOLOGY, DERMATOLOGY RESEARCH FELLOWSHIP IN CLINICAL TRIALS AND OUTCOMES RESEARCH (CLEARS)- EMERGENCY MEDICINE: EMERGENCY MEDICAL SERVICES, EMERGENCY ULTRASOUND, DISASTER MEDICINE, MEDICAL EDUCATION IN EMERGENCY MEDICINE- INTERNAL MEDICINE: ADVANCED CARDIAC NON-INVASIVE IMAGING, ADVANCED ENDOCRINE, DIABETES AND METABOLISM, ADVANCED ENDOSCOPY, ADVANCED INFECTIOUS DISEASE, ADVANCED NEPHROLOGY, CARDIAC MAGNETIC RESONANCE IMAGING, CARDIOVASCULAR DISEASE, CELIAC DISEASE, CLINICAL CARDIAC ELECTROPHYSIOLOGY, CLINICAL INFORMATICS, ENDOCRINOLOGY, DIABETES, AND METABOLISM, GASTROENTEROLOGY, GENERAL MEDICINE, GERIATRIC MEDICINE, GERIATRIC AND DIABETES, GI MOTILITY/FUNCTIONAL BOWEL DISORDERS, GLOBAL HEALTH, HEMATOLOGY AND MEDICAL ONCOLOGY, HEPATOLOGY, HOSPICE AND PALLIATIVE CARE, INFECTIOUS DISEASE, INFLAMMATORY BOWEL DISEASE, INTERVENTIONAL CARDIOLOGY, INTERVENTIONAL PULMONOLOGY, NEPHROLOGY, PULMONARY CRITICAL CARE, RHEUMATOLOGY, SLEEP MEDICINE, SLEEP RESPIRATION, STRUCTURAL HEART DISEASE, TRANSPLANT HEPATOLOGY, TRANSPLANT NEPHROLOGY- NEUROLOGY: AUTONOMIC DISORDERS, COGNITIVE BEHAVIORAL NEUROLOGY, CLINICAL NEUROPHYSIOLOGY, EPILEPSY, MOVEMENT DISORDERS, MULTIPLE SCLEROSIS, NEUROLOGY-HIV, NEUROMUSCULAR MEDICINE, NEURO-ONCOLOGY, VASCULAR NEUROLOGY, NEURO CRITICAL CARE- OBSTETRICS AND GYNECOLOGY: FEMALE PELVIC MEDICINE & RECONSTRUCTIVE SURGERY, GYNECOLOGIC ONCOLOGY, MATERNAL FETAL MEDICINE, REPRODUCTIVE ENDOCRINOLOGY, UROGYNECOLOGY AND PELVIC RECONSTRUCTIVE SURGERY.- PATHOLOGY: BLOOD BANKING/TRANSFUSION MEDICINE, CYTOPATHOLOGY, DERMATOPATHOLOGY, HEMATOPATHOLOGY, MEDICAL MICROBIOLOGY, MEDICAL MICROBIOLOGY CPEP, NEUROPATHOLOGY, SELECTIVE PATHOLOGY - PSYCHIATRY: EARLY PSYCHOSIS, CONSULT LIAISON PSYCHIATRY- RADIOLOGY: DIAGNOSTIC, ABDOMINAL RADIOLOGY, BREAST IMAGING RADIOLOGY, INTERVENTIONAL RADIOLOGY-INDEPENDENT, INTERVENTIONAL RADIOLOGY-INTEGRATED, MRI, MUSCULOSKELETAL IMAGING (MSK), NEURORADIOLOGY, THORACIC IMAGING RADIOLOGY, ADVANCED CROSS-SECTIONAL IMAGING. - RADIATION ONCOLOGY: BRACHYTHERAPY, STEREOTATIC- SURGERY: ABDOMINAL TRANSPLANT SURGERY/KIDNEY, ACUTE CARE SURGERY, ANTERIOR SEGMENT OPHTHALMOLOGY, COLON AND RECTAL SURGERY, CORNEA AND REFRACTIVE SURGERY, CEREBROVASCULAR AND ENDOVASCULAR NEUROSURGERY, HEAD & NECK SURGICAL ONCOLOGY & RECONSTRUCTION, INTERDISCIPLINARY BREAST SURGERY, LYMPHATIC SURGERY, MINIMALLY INVASIVE BARIATRIC SURGERY, NEUROSURGERY/ORTHO SPINE, ORTHOPAEDIC HAND SURGERY, ORTHOPAEDIC SPINE SURGERY, OTOLARYNGOLOGY FELLOWSHIP, PLASTIC SURGERY, PLASTIC SURGERY/AESTHETIC RECONSTRUCTION, PLASTIC SURGERY/BREAST RECONSTRUCTION, PODIATRY, SURGICAL CRITICAL CARE, THORACIC SURGERY, UROLOGY, UROLOGY MALE INFERTILITY/SEXUAL DYSFUNCTION, VASCULAR SURGERY, VASCULAR SURGERY-INTEGRATED, JOINTS FELLOWSHIPADDITIONAL INFORMATION ON CLINICAL RESIDENCY AND FELLOWSHIPS -- EXAMPLESBELOW IS MORE DETAIL ON JUST A FEW OF THE SPECIFIC GRADUATE MEDICAL EDUCATION PROGRAMS OFFERED AT THE MEDICAL CENTER:HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY AT BIDMCTHE BETH ISRAEL DEACONESS MEDICAL CENTER HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY IS A THREE-YEAR PROGRAM (PGY-1 TO PGY-3) AFFILIATED WITH HARVARD MEDICAL SCHOOL AND IS BASED AT BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), A 57,000 VISIT PER YEAR LEVEL I TRAUMA CENTER. RESIDENTS ROTATE AT CHILDREN'S HOSPITAL BOSTON, BROCKTON HOSPITAL, CAMBRIDGE HEALTH ALLIANCE, TUFTS MEDICAL CENTER, ST. LUKE'S HOSPITAL, MOUNT AUBURN HOSPITAL, SOUTH SHORE HOSPITAL AND BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM.THE EDUCATIONAL GOALS OF THE RESIDENCY ARE TO PROMOTE EXCELLENCE IN THE CLINICAL, ACADEMIC, AND ADMINISTRATIVE ASPECTS OF EMERGENCY MEDICINE. RESIDENTS ARE TAUGHT HOW TO BE OUTSTANDING CLINICIANS. THIS IS ACCOMPLISHED THROUGH CLINICAL EXPERIENCE IN SEVERAL BUSY EMERGENCY DEPARTMENTS AS WELL AS THROUGH A HIGH QUALITY DIDACTIC PROGRAM. DURING THE CLINICAL EXPERIENCE, THE RESIDENTS ARE CLOSELY SUPERVISED AND GIVEN GRADED RESPONSIBILITY FOR PATIENT CARE AND ULTIMATELY FOR PATIENT FLOW IN THE EMERGENCY DEPARTMENT. ADDITIONALLY, RESIDENTS ARE TAUGHT HOW TO SUPERVISE MEDICAL STUDENTS AND OTHER RESIDENTS AND HOW TO TEACH THE PRACTICE OF EMERGENCY MEDICINE. RESIDENTS TEACH MEDICAL STUDENTS AND PREHOSPITAL PERSONNEL AND CONTRIBUTE TO THE DIDACTIC PROGRAM. SENIOR RESIDENTS TAKE ON THE RESPONSIBILITY OF SUPERVISING JUNIOR RESIDENTS IN THE CLINICAL ARENA. THE FOCUS OF THE RESIDENCY PROGRAM IS ON TEACHING THE LEADERSHIP SKILLS NECESSARY TO DIRECT A BUSY EMERGENCY DEPARTMENT IN ANY SETTING. |
| THE OTHER MAJOR EDUCATIONAL GOAL OF THE RESIDENCY IS TO DEVELOP | THE RESEARCH AND ACADEMIC SKILLS REQUIRED FOR A CAREER IN ACADEMIC EMERGENCY MEDICINE. PARTICIPATION IN RESEARCH IS PROMOTED THROUGH A SYSTEM OF MENTORSHIP, JOURNAL CLUB PARTICIPATION, AND A DIDACTIC PROGRAM THAT TEACHES RESEARCH DESIGN AND STATISTICAL METHODS. RESIDENTS ARE REQUIRED TO COMPLETE A RESEARCH OR ACADEMIC PROJECT THAT RESULTS IN A PAPER SUITABLE FOR PUBLICATION. FUNDING IS AVAILABLE WITHIN THE DIVISION OF EMERGENCY MEDICINE AT HARVARD MEDICAL SCHOOL AND THE DEPARTMENT OF EMERGENCY MEDICINE AT BIDMC. PROMOTING THE ADMINISTRATIVE ASPECTS OF EMERGENCY MEDICINE IS ANOTHER GOAL OF THE BIDMC HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY. THROUGH AN EMS/ADMINISTRATIVE ROTATION AND A LONGITUDINAL EXPERIENCE IN PREHOSPITAL ADMINISTRATION, RESIDENTS GAIN EXPERIENCE IN RUNNING A LOCAL PREHOSPITAL SYSTEM.THIS PROGRAM TAKES ADVANTAGE OF THE UNIQUE ACADEMIC OPPORTUNITIES AT HARVARD MEDICAL SCHOOL, THE HARVARD TEACHING HOSPITALS, AND THE HARVARD SCHOOL OF PUBLIC HEALTH. THESE OPPORTUNITIES INCLUDE THE OUTSTANDING EXPERIENCE AVAILABLE THROUGH BOSTON CHILDREN'S HOSPITAL AND THE DEPARTMENTS OF MEDICINE, SURGERY, OBSTETRICS AND GYNECOLOGY, AND ANESTHESIA AT BETH ISRAEL DEACONESS MEDICAL CENTER. *****INTERNAL MEDICINE EDUCATION AT BIDMCTHE GOAL OF THIS PROGRAM IS TO DEVELOP EACH RESIDENT'S JUDGMENT AND SKILLS TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE. THE MEDICAL CENTER TRAINS RESIDENTS AS ACADEMIC INTERNISTS AND PROVIDES THE FOUNDATION FOR THE PRACTICE OF INTERNAL MEDICINE OR FOR SUBSEQUENT CLINICAL AND RESEARCH TRAINING IN MEDICAL SUBSPECIALTIES. RESIDENTS ARE EXPOSED TO A WIDE ARRAY OF PATIENTS IN VARIOUS INPATIENT AND OUTPATIENT SETTINGS, INCLUDING DIFFERENT UNITS WITHIN BIDMC, DANA FARBER CANCER INSTITUTE, AND WEST ROXBURY VETERANS AFFAIRS MEDICAL CENTER. CLINICAL TEACHING IS A FOCUS AT BIDMC AND IS COMPRISED OF FORMAL AND INFORMAL DAILY ROUNDS AND NOONTIME CONFERENCES. THIS TEACHING PROVIDES THE BASIS OF AN ORGANIZED CURRICULUM FOR ALL MEDICAL INTERNS AND RESIDENTS AT BIDMC.INTERNSHIPTHE INTERNSHIP YEAR EMPHASIZES THE CARE OF PATIENTS IN GENERAL INPATIENT MEDICINE, INTENSIVE CARE MEDICINE, ONCOLOGY, CARDIOLOGY, EMERGENCY MEDICINE AND AMBULATORY CARE UTILIZING BOTH CAMPUSES AND SELECTED OUTSIDE SITES. WORKING AS PART OF A 2-4 PHYSICIAN TEAM WHICH INCLUDES AN OVERSEEING RESIDENT, ATTENDING STAFF AND OFTEN MEDICAL STUDENTS, INTERNS GAIN EXPERIENCE IN THE MANAGEMENT OF PATIENTS WITH A BROAD RANGE OF MEDICAL DISEASES. INTERNS HAVE PRIMARY RESPONSIBILITY FOR THE CARE OF ALL PATIENTS ADMITTED TO THE MEDICAL WARD SERVICE AND ARE CONSIDERED THEIR PATIENT'S PRIMARY INPATIENT DOCTOR FOR THE DURATION OF THE HOSPITALIZATION. THROUGHOUT INTERN YEAR, INTERNS MAINTAIN A LONGITUDINAL CONTINUITY CLINIC EXPERIENCE WHERE THEY DEVELOP A PANEL OF THEIR OWN PRIMARY CARE PATIENTS. DURING MOST OF THE YEAR, WITH THE EXCEPTION OF INTENSIVE CARE ROTATIONS, AN INTERN WILL HAVE CLINIC ONE HALF-DAY PER WEEK. DISTRIBUTED THROUGHOUT THE YEAR ARE FOUR "AMBULATORY BLOCKS" OF TWO WEEKS DURATION. DURING THIS TIME THE INTERN IS IN THEIR CONTINUITY CLINIC EVERY AFTERNOON AND ATTENDS OUTPATIENT SPECIFIC DIDACTIC LECTURES DURING THE MORNING HOURS. AS MEMBERS OF THE HARVARD FACULTY, INTERNS PLAY AN IMPORTANT ROLE IN TEACHING, BOTH OF THEIR PEERS AND OF ROTATING MEDICAL STUDENTS. WHILE ON THE MEDICAL WARDS, INTERNS PROVIDE DAILY CLINICAL GUIDANCE AND TEACHING TO THIRD AND FOURTH YEAR MEDICAL STUDENTS. AS PART OF THE AMBULATORY CARE CURRICULUM, INTERNS WILL ALSO HAVE THE OPPORTUNITY TO LEAD PRE-CLINIC CONFERENCES. DURING THE YEAR, THERE ARE SPECIAL INTERN-ONLY EDUCATIONAL ACTIVITIES INCLUDING THE TWICE-WEEKLY INTERN REPORT, MONTHLY INTERN FORUM SESSIONS AND BI-ANNUAL 24-HOUR INTERN RETREATS.JUNIOR AND SENIOR RESIDENCYRESIDENCY SOLIDIFIES CLINICAL AND TEACHING SKILLS AND ALLOWS TRAINEES TO EXPERIENCE LEADERSHIP OF A MEDICAL TEAM. JUNIOR RESIDENCY PROVIDES THE FIRST OPPORTUNITY FOR RESIDENTS TO SUPERVISE HOUSESTAFF TEAMS ON GENERAL MEDICAL SERVICES AND IN THE MEDICAL AND CARDIAC INTENSIVE CARE UNITS. SENIOR RESIDENCY PROMOTES CONSOLIDATION AND REFINEMENT OF THESE SKILLS, WITH ATTENDINGS ALLOWING INCREASING AUTONOMY. THE RESIDENT ON THE SERVICE IS LOOKED ON AS THE TEAM LEADER AND ASSUMES PRIMARY RESPONSIBILITY FOR TEACHING OF THE TEAM. RESIDENCY ALSO PROVIDES OPPORTUNITIES FOR INCREASED ELECTIVE TIME TO SAMPLE SUBSPECIALTY ROTATIONS. THIS PROVIDES ADDITIONAL SPECIALTY TRAINING IN AREAS OF INTEREST. THE ELECTIVE OPPORTUNITIES ARE DIVERSE, RANGING FROM ELECTROPHYSIOLOGY TO MUSCULOSKELETAL MEDICINE TO HEALTH POLICY. RESIDENTS ALSO HAVE THE OPPORTUNITY TO PARTICIPATE IN ONE OF SEVERAL "TRACKS" WITHIN THE RESIDENCY PROGRAM IF INTERESTED IN ADDITIONAL SPECIFIC TRAINING RESOURCES AND EXPERIENCES.TEACHING AS A RESIDENTAS MENTIONED ABOVE, RESIDENTS ARE VIEWED AS SOME OF THE PRIMARY TEACHERS WITHIN THE DEPARTMENT OF MEDICINE. SOME OF THESE TEACHING OPPORTUNITIES WILL ALSO BE OBSERVED BY DEPARTMENT FACULTY TO HELP THE RESIDENT REFINE THE STYLE AND EFFECTIVENESS OF THEIR TEACHING. TEACHING OPPORTUNITIES WILL INCLUDE:LEADING INPATIENT MEDICINE ROUNDS: - RESIDENTS ARE IN CHARGE OF RUNNING WARD ROUNDS. MEDICAL STUDENTS AND INTERNS PRESENT TO THE RESIDENT DURING ROUNDS. THE ATTENDING HOSPITALIST IS CONSIDERED THE RESIDENT'S CONSULTANT, WITH THE RESIDENT RETAINING THE PRIMARY DECISION-MAKING ROLE FOR THE PATIENTS ON THEIR SERVICE.- DURING THE MONTHS ON MEDICAL WARDS, THE CHIEF RESIDENTS AND FIRM CHIEFS ARE ASSIGNED TO DO WALK ROUND ONCE EACH WEEK WITH ONE OF THE RESIDENTS ON THEIR FIRM. THEY WILL OBSERVE THE RESIDENT RUNNING THE WARD ROUNDS AND PROVIDE FEEDBACK ON THE TEACHING SKILLS OBSERVED DURING ROUNDS.LEADING TEACHING ATTENDING ROUNDS: - DURING EVERY ROTATION ON THE MEDICAL WARDS, EACH RESIDENT WILL LEAD ONE TO THREE ATTENDING ROUNDS SESSIONS. THE TWO TEACHING ATTENDINGS HELP PROVIDE FEEDBACK ON THE RESIDENT'S SMALL GROUP DISCUSSION AND TEACHING SKILLS. SMALL GROUP PRESENTATIONS: - DURING AMBULATORY WEEKS, RESIDENTS WILL LEAD A MAJORITY OF THE PRE-CLINIC CONFERENCES, TYPICALLY PRESENTING EITHER A CHALLENGING AMBULATORY CASE OR AMBULATORY-BASED TOPIC.- ONCE DURING RESIDENCY, EACH JUNIOR RESIDENT WILL ALSO PRESENT A JOURNAL ARTICLE OF AMBULATORY CARE SIGNIFICANCE AT AMBULATORY JOURNAL CLUB TO A SMALL GROUP OF THEIR PEERS. INTERNAL MEDICINE GLOBAL HEALTH PROGRAMOUR MISSION IS TO TRAIN LEADERS IN GLOBAL HEALTH AND EVALUATE GLOBAL PUBLIC HEALTH PROGRAMS.PROGRAM OBJECTIVES - INTRODUCE GLOBAL HEALTH ISSUES TO BIDMC MEDICAL RESIDENTS - CONTRIBUTE TO THE HEALTH AND WELL-BEING OF POPULATIONS AROUND THE WORLD - ENRICH THE MEDICAL KNOWLEDGE AND ENHANCE THE CLINICAL SKILLS OF RESIDENTS BY PRACTICING IN UNIQUE SETTINGS - EXPAND RESEARCH OPPORTUNITIES - ADVANCE THE CAREERS OF BIDMC RESIDENTS IN THE FIELDS OF INTERNATIONAL HEALTH, PUBLIC POLICY AND RESEARCH SITE LOCATIONS - BOTSWANA: THE DEPARTMENT HAS A PERMANENT PRESENCE IN BOTSWANA WITH A MEMBER OF OUR DEPARTMENT FULL-TIME AT SCOTTISH LIVINGSTONE HOSPITAL IN MOLEPOLOLE, BOTSWANA. - VIETNAM: THE MEDICAL CENTER HAS A PERMANENT PRESENCE IN VIETNAM. - ADDITIONAL LOCATIONS: THE DEPARTMENT OFFERS ROTATIONS AT THE ALBERT SCHWEITZER HOSPITAL IN GABON AND OTHER INTERNATIONAL SITES. RESIDENTS CAN ALSO DO ROTATIONS THROUGH THE INDIAN HEALTH SERVICE OR AT BIDMC-AFFILIATED COMMUNITY HEALTH CENTERS. GLOBAL HEALTH TRACK LEARNING HOW TO WORK EFFECTIVELY IN RESOURCE-LIMITED SETTINGS REQUIRES BOTH TRAINING AND EXPERIENCE. PARTICIPANTS IN THE GLOBAL HEALTH TRACK WILL PARTICIPATE WITH LEARNERS FROM AROUND THE WORLD IN THE GLOBAL HEALTH EFFECTIVENESS PROGRAM AT THE HARVARD SCHOOL OF PUBLIC HEALTH; THEY WILL ENGAGE IN OUR HOSPITAL-WIDE, YEAR-LONG GLOBAL HEALTH CURRICULUM AND JOURNAL CLUB, AND THEY WILL BE GIVEN THE OPPORTUNITY FOR TWO FIELD EXPERIENCES DURING RESIDENCY. HOSPITAL-WIDE GLOBAL HEALTH PROGRAM THE BIDMC GLOBAL HEALTH PROGRAM IS A HOSPITAL-WIDE PROGRAM AVAILABLE TO ALL BIDMC RESIDENTS. WHILE REQUIREMENTS AND TIMELINES MAY DIFFER BETWEEN DEPARTMENTS AND SPECIALTIES, THE OVERARCHING GOAL IS TO PROVIDE RESIDENTS WITH FURTHER TRAINING AND EDUCATION IN THE DISCIPLINE OF GLOBAL HEALTH. *****NEUROLOGY EDUCATION AT BIDMCTHE HARVARD MEDICAL SCHOOL NEUROLOGY PROGRAM AT BETH ISRAEL DEACONESS MEDICAL CENTER AND CHILDREN'S HOSPITAL IN BOSTON, MASSACHUSETTS WAS FOUNDED IN 1996 AS THE SUCCESSOR TO THE HARVARD-LONGWOOD NEUROLOGY PROGRAM. THE PROGRAM CONCENTRATES ON THE TRAINING AND RESEARCH OPPORTUNITIES AVAILABLE ON THE HARVARD MEDICAL SCHOOL LONGWOOD CAMPUS, BY COMBINING THE RESOURCES OF TWO MAJOR HARVARD TEACHING HOSPITALS, BETH ISRAEL DEACONESS MEDICAL CENTER AND CHILDREN'S HOSPITAL. THESE COMBINED HOSPITALS, WITH OVER 800 INPATIENT BEDS AND EXTENSIVE OUTPATIENT CLINICS, PROVIDE THE SETTING FOR TRAINING PHYSICIANS IN THE ART AND SCIENCE OF CLINICAL NEUROLOGY. |
| THE COMBINED FACULTY CONSISTS OF MORE THAN 80 NEUROLOGISTS AT THE TWO | PARTICIPATING HOSPITALS, AND PROVIDES CORE EXPERIENCES IN INPATIENT AND OUTPATIENT NEUROLOGY, AS WELL AS TRAINING IN ELECTROPHYSIOLOGY (INCLUDING EEG, EMG, AND SLEEP POLYSOMNOGRAPHY) AND NEUROPATHOLOGY. THE KEY DISTINGUISHING FEATURE OF THE PROGRAM IS THE CLOSE RELATIONSHIP BETWEEN THE CLINICAL FACULTY, NEARLY ALL OF WHOM ARE FULL-TIME ACADEMIC NEUROLOGISTS ENGAGED IN SUBSTANTIVE RESEARCH AND TEACHING EFFORTS, AND A SELECT GROUP OF RESIDENTS WHO ARE KEENLY INTERESTED IN FORGING ACADEMIC CAREERS IN NEUROLOGY. VIRTUALLY ALL OF THE CLINICAL TRAINING TAKES PLACE WITHIN A 2 BLOCK RADIUS ON THE HARVARD MEDICAL SCHOOL LONGWOOD CAMPUS. A CRITICAL COMPONENT OF THE PROGRAM IS THE OPPORTUNITY FOR RESIDENTS TO HAVE A MENTORED TEACHING EXPERIENCE AS WELL AS THE OPPORTUNITY TO UNDERTAKE A MENTORED PROJECT, WHICH MAY ENTAIL EITHER CLINICAL OR LABORATORY BASED INVESTIGATION OR PREPARATION OF INNOVATIVE TEACHING MATERIALS OR METHODS. *****PATHOLOGY EDUCATION AT BIDMCTHE DEPARTMENT OF PATHOLOGY AT BETH ISRAEL DEACONESS MEDICAL CENTER IS COMMITTED TO PROVIDING STATE-OF-THE-ART TRAINING TO PREPARE PHYSICIANS FOR LEADERSHIP ROLES IN PATHOLOGY AND ACADEMIC MEDICINE. THE PROGRAM OFFERS THREE RESIDENT TRAINING PATHWAYS: FIRST, A COMBINED ANATOMIC PATHOLOGY/CLINICAL PATHOLOGY (AP/CP) PATHWAY PROVIDES COMPREHENSIVE TRAINING IN ALL AREAS OF TISSUE DIAGNOSTICS AND LABORATORY MEDICINE. SECOND, THE AP ONLY PATHWAY PREPARES RESIDENTS FOR CAREERS AS ACADEMIC SURGICAL PATHOLOGISTS. THIRD, THE CP ONLY PATHWAY PREPARES RESIDENTS FOR CAREERS AS FUTURE LEADERS IN LABORATORY MEDICINE. ALL PATHWAYS INCLUDE EXTENSIVE OPPORTUNITIES TO PARTICIPATE IN RESEARCH PROJECTS WITH WORLD-RENOWNED EXPERTS IN PATHOLOGY OR RELATED DISCIPLINES. KNOWLEDGE COMES THROUGH EXPERIENCE AND EXTENSIVE INTERACTION WITH FACULTY. IN ANATOMIC PATHOLOGY SIGN OUT, RESIDENTS PREPARE THEIR OWN DIAGNOSES AND ARE THEN IN A POSITION TO TAKE FULL ADVANTAGE OF SIGN OUT WITH STAFF MEMBERS. IN CLINICAL PATHOLOGY, RESIDENTS GAIN EXPERIENCE DURING DAILY ROUNDS WITH ATTENDINGS, SOCRATIC TUTORIALS, AND THROUGH POSITIONING OF RESIDENTS AS AN INTERMEDIARY BETWEEN CLINICIAN AND LABORATORY. THERE ARE DAILY TEACHING AND CASE MANAGEMENT CONFERENCES COVERING THE DIFFERENT PATHOLOGY SPECIALTIES. GIVEN THE IMPORTANT ROLE PATHOLOGISTS PLAY IN TEACHING MEDICAL STUDENTS AND COLLEAGUES IN OTHER SPECIALTIES, THE PROGRAM PROVIDES GUIDANCE FOR RESIDENTS AS THEY HONE THEIR TEACHING SKILLS. SUCH "RESIDENT-AS-TEACHER" PROGRAMS ARE COMMON IN OTHER SPECIALTIES BUT NOT AS WELL-DEVELOPED IN PATHOLOGY. THE CURRICULUM INCLUDES SESSIONS DESIGNED TO IMPROVE SKILLS RELATED TO GIVING FEEDBACK AND SMALL GROUP TEACHING. THERE IS A SESSION ON DEVELOPING PRESENTATION SKILLS WITH CLOSE MENTORING OF FIRST YEAR RESIDENTS, BY SPECIFIC FACULTY WHO HAVE ALSO BEEN THROUGH THE CURRICULUM, AS THEY PREPARE FOR THEIR FIRST PRESENTATION. THERE ARE ALSO OPPORTUNITIES FOR RESIDENTS TO TEACH MEDICAL STUDENTS BOTH WITHIN OUR DEPARTMENT AND AT HARVARD MEDICAL SCHOOL, AS WELL AS TO RECEIVE FEEDBACK ON THEIR TEACHING SKILLS. RECOGNIZING THE NEED TO INTEGRATE TECHNOLOGY INTO RESIDENCY TRAINING, ALL FIRST YEAR RESIDENTS ARE PROVIDED WITH IPADS. THESE TABLETS ALLOW RESIDENTS TO MORE EASILY PREVIEW THE SLIDES THAT ARE ROUTINELY SCANNED FOR OUR SURGICAL SLIDE CONFERENCE. GENOMIC TECHNOLOGY WILL AFFECT THE PRACTICE OF ALL MEDICAL PRACTITIONERS. AS THE PHYSICIANS WHO MANAGE THE HOSPITAL LABORATORIES, PATHOLOGISTS MUST UNDERSTAND NEXT-GENERATION SEQUENCING TECHNOLOGY AND ITS APPLICATION TO PATIENT CARE. IN 2009, THE PROGRAM CREATED, TO OUR KNOWLEDGE, THE FIRST GENOMIC PATHOLOGY CURRICULUM IN THE COUNTRY. THE CURRICULUM HAS BEEN PUBLISHED AND HAS SERVED AS THE BASIS FOR A COLLABORATIVE EFFORT TO DEVELOP A NATIONAL GENOMICS CURRICULUM (WWW.ASCP.ORG/TRIG).TRAINING IN EVIDENCE-BASED MEDICINE IS CRITICAL. A FIRST-YEAR RESIDENT JOURNAL CLUB ALLOWS AN INTRODUCTION TO CRITICAL REVIEW OF THE MEDICAL LITERATURE. IN LATER YEARS, RESIDENTS LEAD SMALL-GROUP DISCUSSIONS IN MONTHLY JOURNAL CLUBS. THERE IS ALSO AN EVIDENCE-BASED TRANSFUSION MEDICINE CURRICULUM TO HONE THESE SKILLS DURING CP TRAINING. *****RADIOLOGY EDUCATION AT BIDMCTHE RADIOLOGY RESIDENCY PROVIDES FOUR YEARS OF TRAINING IN DIAGNOSTIC IMAGING. APPOINTMENTS ARE HELD JOINTLY AS A RESIDENT AT THE MEDICAL CENTER AND AS A CLINICAL FELLOW AT HARVARD MEDICAL SCHOOL. WITH A CENTRAL ROLE IN CLINICAL SERVICE, TEACHING, AND RESEARCH, THE RADIOLOGY DEPARTMENT PERFORMS OVER 400,000 RADIOLOGIC EXAMINATIONS EACH YEAR. THE DEPARTMENT PROVIDES RADIOGRAPHY, CT, ULTRASOUND, MRI, NUCLEAR MEDICINE, MAMMOGRAPHY, ANGIOGRAPHY, AND INTERVENTIONAL RADIOLOGY SERVICES TO BOTH THE MEDICAL CENTER AS WELL AS OUR AFFILIATED HEALTH CARE FACILITIES. A RADIOLOGY RESEARCH AND ANIMAL LABORATORY IS HOUSED ADJACENT TO THE RADIOLOGY DEPARTMENT. ALL RESIDENTS, FELLOWS, AND FACULTY HAVE APPOINTMENTS AT HARVARD MEDICAL SCHOOL. ALL RADIOLOGIC STUDIES ARE INTERPRETED UNDER THE SUPERVISION OF STAFF RADIOLOGISTS. THE NUCLEAR MEDICINE PROGRAM IS A PART OF THE JOINT PROGRAM IN NUCLEAR MEDICINE AT HARVARD MEDICAL SCHOOL. THE DEPARTMENT PLACES STRONG EMPHASIS ON THE QUALITY OF TEACHING-BOTH IN DIDACTIC LECTURES AND IN INDIVIDUAL CASE-BASED TEACHING.WITH THE ADVENT OF RECENT CHANGES IN RESIDENCY TRAINING, THE CURRICULUM HAS RECENTLY BEEN REVISED SO THAT RESIDENTS UNDERTAKE A COURSE OF STUDY WHICH WILL PERMIT THEM TO OBTAIN EXPERTISE NOT JUST IN CLINICAL SUBSPECIALTIES BUT ALSO IN OTHER KEY AREAS SUCH AS RESEARCH, EDUCATION, GLOBAL HEALTH, QUALITY IMPROVEMENT, AND HEALTH POLICY. RADIOLOGIC PHYSICS HAS BEEN INTEGRATED INTO DAILY DIDACTIC SESSIONS. IN ADDITION, MANY DIDACTIC SESSIONS UTILIZE AUDIENCE RESPONSE TECHNOLOGY, VIDEO-RECORDING, AND IPAD2 TECHNOLOGY.THERE ARE NINE FORMAL SECTIONS IN THE DEPARTMENT: ABDOMINAL IMAGING, BREAST IMAGING, CARDIOVASCULAR AND INTERVENTIONAL RADIOLOGY (CVIR), MRI, MUSCULOSKELETAL IMAGING, NEURORADIOLOGY, NUCLEAR MEDICINE, ULTRASOUND, AND THORACIC IMAGING. MOST NON-ANGIOGRAPHIC INTERVENTIONAL PROCEDURES ARE PERFORMED BY THE RESPECTIVE SERVICES. RESIDENTS ROTATING THROUGH THESE SECTIONS ARE PROVIDED WITH READING SUGGESTIONS AND MATERIAL. ACADEMIC ROTATIONS ARE MADE UP OF THIRTEEN 4-WEEK BLOCKS ANNUALLY. AT THE END OF EACH ROTATION RESIDENTS RECEIVE WRITTEN EVALUATIONS AND HAVE THE OPPORTUNITY TO EVALUATE THE STAFF.FIRST YEAR ROTATIONS EMPHASIZE FUNDAMENTALS AND COMMON RADIOLOGIC EXAMINATIONS IN PREPARATION FOR INPATIENT AND EMERGENCY DEPARTMENT RESPONSIBILITIES. PRIOR TO TAKING CALL, ALL FIRST YEAR RESIDENTS ROTATE THROUGH ABDOMINAL IMAGING, BREAST IMAGING, EMERGENCY RADIOLOGY, FLUOROSCOPY, MUSCULOSKELETAL IMAGING, NEURORADIOLOGY, NUCLEAR MEDICINE, THORACIC IMAGING, AND ULTRASOUND.DURING THE SECOND YEAR, RESIDENTS CONTINUE TO GAIN EXPERIENCE IN THESE SECTIONS, PERFORMING AND INTERPRETING MORE ADVANCED EXAMINATIONS AND INTERVENTIONS AS THEIR LEVELS OF EXPERTISE INCREASE. ADDITIONAL ROTATIONS IN MORE SPECIALIZED TOPICS OCCUR THROUGHOUT THE SECOND THROUGH FOURTH YEARS, INCLUDING INTERVENTIONAL RADIOLOGY, MRI, HEAD AND NECK IMAGING, AND PEDIATRIC RADIOLOGY. IN ADDITION, ALL RESIDENTS PARTICIPATE IN A TWO-WEEK ROTATION IN QUALITY ASSURANCE WHICH PROVIDES THEM WITH ESSENTIAL SKILLS FOR EVENTUAL BOARD RE-CERTIFICATION.ROTATIONS AT OTHER TRAINING LOCATIONS DURING THE SECOND AND THIRD YEARS OF TRAINING INCLUDE:- THREE MONTHS OF TRAINING IN PEDIATRIC RADIOLOGY AT THE BOSTON CHILDREN'S HOSPITAL DURING THE SECOND YEAR.- FOUR WEEK PROGRAM IN RADIOLOGIC-PATHOLOGIC CORRELATION AT THE ARMED FORCES INSTITUTE OF PATHOLOGY (AIRP) SPONSORED BY THE AMERICAN COLLEGE OF RADIOLOGY IN SILVER SPRINGS, MARYLAND DURING THE THIRD YEAR.- ONE MONTH ROTATION AT THE MASSACHUSETTS EYE AND EAR INFIRMARY IN HEAD-AND-NECK RADIOLOGY DURING THE THIRD YEAR.UPON COMPLETION OF THE SECOND YEAR OF RESIDENCY TRAINING, RESIDENTS SELECT AN AREA OF ACADEMIC FOCUS FOR THEIR FOURTH YEAR WHICH WILL GUIDE CHOICES FOR THE 3-MONTH MINI-FELLOWSHIPS AND THE OTHER TWO MONTHS OF ELECTIVE TIME.OUR UNIQUE EDUCATIONAL TRACKSCURRENTLY, SIX TRACKS ARE OFFERED:- CLINICAL- EDUCATION- RESEARCH- GLOBAL HEALTH- QUALITY IMPROVEMENT- HEALTH POLICY/HEALTH ECONOMICS |
| EACH OF THESE TRACKS HAS SPECIFIC CURRICULAR OFFERINGS AND EDUCATIONAL GOALS | MOST OF THE TRACKS ARE LINKED TO SPECIFIC EDUCATIONAL ENDEAVORS. FOR EXAMPLE, A RESIDENT SELECTING THE GLOBAL HEALTH TRACK WILL ENROLL IN THE GLOBAL EFFECTIVENESS CURRICULUM OFFERED BY THE HARVARD SCHOOL OF PUBLIC HEALTH AND WILL SPEND TIME ABROAD PROVIDING CLINICAL RADIOLOGY SERVICES AND UNDERTAKING A GLOBAL HEALTH PROJECT. A RESIDENT SELECTING THE EDUCATION TRACK WILL PURSUE ADVANCED TRAINING IN EDUCATIONAL THEORY AND ADULT LEARNING BY PARTICIPATING IN THE HARVARD MACY PROGRAM FOR PHYSICIAN EDUCATORS AND UNDERTAKE AN EDUCATIONAL PROJECT BASED AT BIDMC OR HARVARD MEDICAL SCHOOL. A RESIDENT CHOOSING THE RESEARCH TRACK WILL PARTICIPATE IN GRANT WRITING WORKSHOPS AND DELVE DEEPLY INTO A RESEARCH PROJECT OF THEIR CHOICE.NO MATTER WHICH TRAINING TRACK, THE EXPECTATION IS THAT EVERY RESIDENT WILL HAVE THE OPPORTUNITY TO UNDERTAKE A SUBSTANTIAL PROJECT DURING RESIDENCY THAT WILL CULMINATE IN PRESENTATION AT A NATIONAL MEETING AND/OR PUBLICATION.*****SURGERY EDUCATION AT BIDMCTHE ROBERTA AND STEPHEN R. WEINER DEPARTMENT OF SURGERY OFFERS EDUCATION OPPORTUNITIES FOR RESIDENTS, FELLOWS AND MEDICAL STUDENTS IN CARDIAC SURGERY, GENERAL SURGERY, NEUROSURGERY, PLASTIC AND RECONSTRUCTIVE SURGERY, PODIATRY, TRAUMA SURGERY, MINIMALLY INVASIVE SURGERY, UROLOGY, AND VASCULAR SURGERY. RESIDENTS AND FELLOWS LEARN THE MOST ADVANCED TECHNIQUES IN A STATE-OF-THE-FACILITY. RESIDENTS AND FELLOWS ALSO HAVE THE OPPORTUNITY TO LEARN MINIMALLY INVASIVE TECHNIQUES AT THE CARL J. SHAPIRO SIMULATION AND SKILLS CENTER, THE FIRST OF ITS KIND TO BE ACCREDITED IN THE COUNTRY AND LOCATED WITHIN THE MEDICAL CENTER.THE MEDICAL CENTER'S DEPARTMENT OF SURGERY IS ONE OF THREE MAJOR TEACHING AND RESEARCH UNITS OF HARVARD MEDICAL SCHOOL'S DEPARTMENT OF SURGERY. AT ALL LEVELS, THE HOUSESTAFF GAIN TRAINING AND PRACTICAL EXPERIENCE IN THE PREOPERATIVE, OPERATIVE, AND POST-OPERATIVE CARE OF PATIENTS. THE PROGRAM EMPHASIZES RESIDENT-FACULTY INTERACTION FOR EDUCATIONAL PURPOSES. TEACHING CONFERENCES AND SEMINARS FOR THE HOUSESTAFF CAPITALIZE ON WORKING RELATIONSHIPS DEVELOPED WITH THE ATTENDING STAFF. UPON COMPLETION OF FIVE YEARS OF SURGICAL TRAINING, RESIDENTS ARE ELIGIBLE FOR THE AMERICAN BOARD OF SURGERY EXAMINATION. DIDACTIC TEACHINGTHE PROGRAM HAS DEDICATED EDUCATION TIME, INCLUDING A STRONG DIDACTIC CONFERENCE SCHEDULE, TO PROVIDE A BASIC FOUNDATION OF SURGICAL KNOWLEDGE AND SKILLS. REQUIRED WEEKLY CONFERENCES INCLUDE:- RESIDENT CURRICULUM CONFERENCE / MIS SKILLS LAB - SURGICAL SERVICE MORBIDITY/MORTALITY & SURGICAL GRAND ROUNDS - COMBINED GI CONFERENCETHROUGHOUT TRAINING, A PRIMARY RESPONSIBILITY OF SENIOR RESIDENTS IS TEACHING MORE JUNIOR RESIDENTS AND THE STUDENTS ON THEIR SERVICE. THEY ARE ALSO RESPONSIBLE FOR THE ASSIGNMENT OF CASES, CLINICAL SUPERVISION OF MEDICAL STUDENTS AND RESIDENTS, AND PREPARING MATERIAL FOR SERVICE AND TEACHING CONFERENCES.IRC 501(R) REPORTING UNDER REVENUE PROCEDURE 2015-21 AND REG. 1.501(R)-2(B) DURING A REVIEW OF AJH'S IRC SECTION 501(R) COMPLIANCE IN FY25, IT WAS DETERMINED THAT (1) HOSPITAL WAS NOT CONSISTENTLY OFFERING A COPY OF ITS FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY (PLS) AS PART OF PATIENT INTAKE OR DISCHARGE, (2) THAT HOSPITAL DID NOT MAKE PAPER COPIES OF THE FINANCIAL ASSISTANCE POLICY (FAP), FAP APPLICATION FORM AND PLS AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BOTH BY MAIL AND IN PUBLIC LOCATIONS IN THE HOSPITAL, AND (3) THAT HOSPITAL HAD NOT BEEN TAKING ACTIONS TO NOTIFY AND INFORM MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL ABOUT THE FAP IN A MANNER REASONABLY CALCULATED TO REACH THOSE MEMBERS WHO ARE MOST LIKELY TO REQUIRE FINANCIAL ASSISTANCE. THE HOSPITAL HAS WORKED AND IS CONTINUING TO WORK ON TRAINING ITS INTAKE AND DISCHARGE TEAMS TO ENSURE THAT A COPY OF THE PLS IS OFFERED AND THAT FREE PAPER COPIES OF ITS FAP, FAP APPLICATION AND PLS ARE MADE AVAILABLE BY MAIL AND IN THE HOSPITAL. LASTLY, THE HOSPITAL HAS HISTORICALLY WORKED TO ENSURE THAT COPIES OF ITS PLS AND FAP APPLICATION ARE DISTRIBUTED TO LOCATIONS IN THE COMMUNITY SUCH AS STAFF PHYSICIANS' OFFICES, COMMUNITY HEALTH CENTERS AND OTHER NONPROFITS IN THE COMMUNITY AND IS TAKING ACTION TO ENSURE THAT THOSE HISTORIC EFFORTS ARE RENEWED. THE HOSPITAL IS NOT AWARE OF ANY PATIENTS WHO WOULD QUALIFY FOR FINANCIAL ASSISTANCE THAT WERE ADVERSELY AFFECTED BY THE ABOVE. HOSPITAL HAS ADOPTED PROCEDURES THAT REQUIRE IT TO REVIEW, ON A REGULAR BASIS, ITS POLICIES AND PROCEDURE TO ENSURE COMPLIANCE WITH THE REQUIREMENTS OF SECTION 501(R) AND THE REGULATIONS ISSUED THEREUNDER. THOSE PROCEDURES INCLUDE REVIEWING A SECTION 501(R) COMPLIANCE CHECKLIST.ADDITIONAL INFORMATION REGARDING PROMOTING THE HEALTH OF THE COMMUNITY (SCHEDULE H, PART VI, QUESTIONS 5 AND 6)OPEN MEDICAL STAFFTHE HOSPITAL MAINTAINS AN OPEN MEDICAL STAFF AND AS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. COMMUNITY BOARDAS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. AFFILIATED HEALTH CARE SYSTEMAS NOTED BELOW AND THROUGHOUT THIS FILING, AJH IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. AS NOTED IN VARIOUS NARRATIVE DISCLOSURES THAT SUPPORT THIS FORM 990 AND RELATED SCHEDULES FOR THE PERIOD COVERED BY THIS FILING, BILH IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BETH ISRAEL LAHEY HEALTH'S (BILH) MISSION IS TO SUPPORT ITS AFFILIATES AND THOSE AFFILIATES' MISSIONS TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. BILH STRIVES TO ACCOMPLISH THIS MISSION BY PROVIDING SERVICES TO ITS AFFILIATES WHICH SUPPORT THE DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO ACCESS SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE.BETH ISRAEL LAHEY HEALTH (BILH) IS THE PARENT AND A SUPPORT ORGANIZATION OF THE BILH NETWORK OF AFFILIATES. THE NETWORK COMPRISES AN INTEGRATED HEALTH CARE DELIVERY SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM INCLUDES ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,900 PHYSICIANS AND 39,000 EMPLOYEES.THE BILH PURPOSE STATEMENT ARTICULATES THE IMPACT THAT EACH BILH AFFILIATE STRIVES TO MAKE IN THE COMMUNITIES SERVED. THESE SHARED VALUES GUIDE EACH ENTITY'S DAILY EFFORTS AND KEEP EACH AFFILIATE ALIGNED IN THE PURSUIT OF THE BILH PURPOSE, SHOWING HOW "WE CARE" FOR PATIENTS, EACH OTHER AND THE COMMUNITIES SERVED.PURPOSE STATEMENT: BILH CREATES HEALTHIER COMMUNITIES -- ONE PERSON AT A TIME -- THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE, INNOVATION AND EQUITY.BILH WE CARE VALUES:WELLBEING. WE PROVIDE A HEALTH-FOCUSED WORKPLACE AND SUPPORT A HEALTHY WORK-LIFE BALANCE.EMPATHY. WE DO OUR BEST TO UNDERSTAND OTHERS' FEELINGS, NEEDS AND PERSPECTIVES.COLLABORATION. WE WORK TOGETHER TO ACHIEVE EXTRAORDINARY RESULTS.ACCOUNTABILITY. WE HOLD OURSELVES AND EACH OTHER TO BEHAVIORS NECESSARY TO ACHIEVE OUR COLLECTIVE GOALS.RESPECT. WE VALUE DIVERSITY AND TREAT ALL MEMBERS OF OUR COMMUNITY WITH DIGNITY AND INCLUSIVENESS.EQUITY. EVERYONE HAS THE OPPORTUNITY TO ATTAIN THEIR FULL POTENTIAL IN OUR WORKPLACE AND THROUGH THE CARE WE PROVIDE.BILH IS ACCOMPLISHING THIS MISSION BY PROVIDING SUPPORT TO ITS AFFILIATES WHICH INCLUDE:1. A PHYSICIAN ENTERPRISE THAT ENCOMPASSES THE SYSTEM'S NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS LOCATED THROUGHOUT OUR REGION;2. A HOSPITAL AND AMBULATORY SERVICES GROUP THAT INCLUDES WORLD-CLASS ACADEMIC MEDICAL CENTERS AND TEACHING HOSPITALS WITH AFFILIATIONS WITH HARVARD MEDICAL SCHOOL, THE UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL AND TUFTS UNIVERSITY SCHOOL OF MEDICINE; LEADING COMMUNITY HOSPITALS; A RENOWNED ORTHOPEDICS HOSPITAL; AND COMPREHENSIVE AMBULATORY CENTERS;3. A POPULATION HEALTH ENTERPRISE THAT EMBRACES A MODEL OF CARE TO IMPROVE THE HEALTH OF ALL THOSE SERVED BY BILH; THE POPULATION HEALTH DOMAIN INCLUDES THE SYSTEM'S CLINICALLY INTEGRATED NETWORK OF AFFILIATED PROVIDERS AND VITAL SERVICES, INCLUDING BEHAVIORAL HEALTH AND HOME CARE SERVICES; |
| 4. A ROBUST NETWORK OF ADMINISTRATIVE AND OPERATIONAL SERVICES TO ADVANCE | STRATEGIC GOALS, BOTH LOCALLY AND AT THE SYSTEM LEVEL, THAT OFFERS EXPERTISE AND STANDARDIZED RESOURCES BASED ON BEST PRACTICES.DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI) AND BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND LHSS IN TURN SERVED AS THE SOLE MEMBER OF THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP. TO ACCOMPLISH ITS MISSION, BILH PROVIDES CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS. BILH SUPPORT INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING SERVICES: EXECUTIVE MANAGEMENT AND OPERATIONAL LEADERSHIP, STRATEGIC PLANNING, HUMAN RESOURCES AND BENEFIT PLAN STRUCTURING, DEVELOPMENT AND FUNDRAISING, COMPLIANCE, GOVERNANCE AND LEGAL, PAYOR CONTRACTING, REVENUE CYCLE MANAGEMENT, FINANCIAL PLANNING & ANALYSIS, CAPITAL PLANNING, FINANCE AND ACCOUNTING INCLUDING PROCESSING PAYROLL AND ACCOUNTS PAYABLE, INTERNAL AND EXTERNAL AUDIT, INSURANCE, DEBT STRUCTURING SUPPORT AND FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT, TAX SERVICES, INVESTMENT MANAGEMENT SERVICES, SUPPLY CHAIN MANAGEMENT AND PURCHASING AND NETWORK-WIDE CASH MANAGEMENT. FOR THE FISCAL PERIOD COVERED BY THIS FILING BILH, INC. PROVIDED SERVICES AND SUPPORT TO ITS AFFILIATES, IN THE AMOUNT OF $ 9,814,478,826.SEE FORM 990 SCHEDULE R FOR ADDITIONAL INFORMATION. ADDITIONAL DETAIL ABOUT ACCOMPLISHMENTS ACROSS BILH ARE BELOW. BILH NETWORK ACCOMPLISHMENTS AND ACTIVITIES FISCAL YEAR ENDED SEPTEMBER 30, 2025BILH'S SUPPORT OF ITS AFFILIATES ENABLES THE NETWORK AS A WHOLE TO ACCOMPLISH ITS PRIMARY MISSION OF IMPROVING THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. AS NOTED PREVIOUSLY IN THIS FILING, BILH STRIVES TO ACCOMPLISH THIS MISSION BY DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO USE SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE AND BILH IS ACCOMPLISHING THIS GOAL BY PROVIDING SUPPORT TO EACH OF ITS AFFILIATES, PROVIDING AN ORGANIZATIONAL STRUCTURE AND OPERATING MODEL WHICH IS DRIVEN BY FOUR DEEPLY INTERCONNECTED DOMAINS DESIGNED TO ADVANCE MEANINGFUL PARTNERSHIPS ACROSS ORGANIZATIONS, CARE SETTINGS, SPECIALTIES, AND GEOGRAPHIES TO ENSURE BILH PATIENTS RECEIVE THE CARE THEY NEED IN THE COMMUNITIES WHERE THEY LIVE AND WORK.PATIENT CARE DELIVERY ACROSS THE BILH NETWORK -- FISCAL YEAR ENDED SEPTEMBER 30, 2025HOSPITAL CARE:DURING THE PERIOD COVERED BY THIS FILING, THE BILH HOSPITALS PROVIDED CARE TO PATIENTS IN A FULL SPECTRUM OF SPECIALTIES AND UTILIZING A WIDE RANGE OF MODALITIES. BELOW IS A SAMPLE OF THE HOSPITAL CARE PROVIDED TO BILH PATIENTS ACROSS THE NETWORK. DURING THE FISCAL YEAR COVERED BY THIS FILING, BILH HOSPITALS HAD APPROXIMATELY 4.9 MILLION OUTPATIENT ENCOUNTERS. MORE THAN 83,000 OUTPATIENT/AMBULATORY SURGERIES AND OVER 114,000 ENDOSCOPIES WERE PERFORMED. IN ADDITION, ACROSS BILH HOSPITALS PATIENTS HAD APPROXIMATELY 125,000 OUTPATIENT ONCOLOGY VISITS OR ONCOLOGY INFUSIONS, 110,000 EKGS, OVER 13,000 OUTPATIENT ORTHOPEDIC PROCEDURES, MORE THAN 417,000 OUTPATIENT RADIOLOGY EXAMS, OVER 333,000 CT EXAMS, MORE THAN 137,000 ULTRASOUND PROCEDURES, OVER 150,000 MRIS, OVER 160,000 OUTPATIENT BREAST IMAGING EXAMS, APPROXIMATELY 366,000 OUTPATIENT REHABILITATION AND PHYSICAL THERAPY VISITS AND MORE THAN 11.9 MILLION OUTPATIENT LAB TESTS AND APPROXIMATELY 560,000 OTHER PROCEDURES AND TESTS WERE PERFORMED. THE BILH HOSPITALS ALSO HAD MORE THAN 436,000 EMERGENCY DEPARTMENT VISITS, MORE THAN 36,000 OBSERVATION CASES AND MORE THAN 131,000 INPATIENT DISCHARGES WITH APPROXIMATELY 715,000 INPATIENT DAYS, INCLUDING MORE THAN 50,000 INPATIENT ADULT AND PEDIATRIC PSYCHIATRIC DAYS. DURING THIS PERIOD MORE THAN 28,000 INPATIENT SURGERIES WERE PERFORMED AND APPROXIMATELY 13,000 NEWBORNS WERE DELIVERED. THERE WERE ALSO APPROXIMATELY 63,000 PAIN CLINIC VISITS AND BILH HOSPITALS ALSO HAD MORE THAN 73,000 URGENT CARE VISITS DURING THIS PERIOD. ACCESS TO AND FUNDING OF PRIMARY AND SPECIALTY CARE:DURING THE PERIOD COVERED BY THIS FILING, PHYSICIANS ACROSS BILH ENTITIES AFFILIATES PROVIDED CARE TO PATIENTS OUTSIDE OF THE HOSPITALS AND IN PHYSICIAN OFFICE OR OTHER CLINICAL SETTINGS. BELOW ARE A SAMPLE OF THE OTHER PHYSICIAN SERVICES PROVIDED TO BILH PATIENTS. DURING THE PERIOD COVERED BY THIS FILING AND ACROSS BILH ENTITIES, APPROXIMATELY 490 PRIMARY CARE AND FAMILY PRACTICE PROVIDERS HAD MORE THAN 1.2 MILLION PATIENT VISITS AND PROVIDERS ACROSS THE FULL SPECTRUM OF SPECIALTIES HAD MORE THAN 813,000 PATIENT VISITS. IN ADDITION, JOSLIN DIABETES CENTER HAD APPROXIMATELY 27,000 PATIENT VISITS RELATED TO DIABETES CARE AND THERE WERE MORE THAN 90,000 URGENT CARE VISITS TO NON-HOSPITAL URGENT CARE LOCATIONS. THE COST TO PROVIDE THIS CARE EXCEEDED REVENUE BY MORE THAN $282 MILLION. COMMUNITY BENEFITS, UNCOMPENSATED CARE, COSTS TO PROVIDE CARE TO MEDICAID AND MEDICARE PATIENTS FISCAL YEAR ENDED SEPTEMBER 30, 2025DURING 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: 04-21036043. BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. EIN: 0432296794. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. EIN: 22-26673545. BETH ISRAEL DEACONESS MEDICAL CENTER, INC. EIN: 04-21038816. EXETER HOSPITAL, INC. EIN: 22-26740147. LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS EIN: 04-27046868. MOUNT AUBURN HOSPITAL EIN: 04-21036069. NEW ENGLAND BAPTIST HOSPITAL EIN: 04-XXX-XX-XXXX. NORTHEAST HOSPITAL CORPORATION EIN: 04-XXX-XX-XXXX. WINCHESTER HOSPITAL EIN: 04-2104434EDUCATION AND RESEARCH FISCAL YEAR ENDED SEPTEMBER 30, 2025RESEARCH ACTIVITIES ACROSS BILH SERVE AND FURTHER PATIENT CARE BOTH AT BILH AND BEYOND AS PART OF THE ADVANCEMENT OF SCIENCE. BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER PROVIDING LEADING EDGE PATIENT CARE, IS A WORLD CLASS RESEARCH INSTITUTION AND IS DEVOTED TO TEACHING AND TRAINING THE MEDICAL PROFESSIONALS OF TOMORROW, EMBRACING TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION AND TO THAT END, PART OF THE MEDICAL CENTER'S MISSION IS TO BE A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF OUR LOCAL AND EXTENDED COMMUNITIES. BIDMC HAS THE LARGEST RESEARCH OPERATIONS ACROSS BILH AND DURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER INCURRED OVER $398 MILLION IN RESEARCH EXPENSES, APPROXIMATELY $94 MILLION OF WHICH WERE INTERNALLY FUNDED.ACROSS BILH HOSPITALS, COSTS FOR TRAINING MEDICAL PROFESSIONALS EXCEEDED $216 MILLION. REIMBURSEMENT FROM MEDICARE FOR THESE ACTIVITIES WAS APPROXIMATELY $70 MILLION WHICH LEFT A COMBINED SHORTFALL RELATED TO THESE ACTIVITIES ACROSS BILH OF OVER $145 MILLION.THESE COSTS FOR MEDICAL EDUCATION AND RESEARCH ARE AN INVESTMENT IN THE FUTURE OF HEALTH CARE ACROSS BILH AND BEYOND. ADDITIONAL BILH NETWORK ACTIVITIES -- EXPANDING ACCESS AND SERVICES; CONTINUING TO PROVIDE HIGH QUALITY CARE AT A LOWER COST; COMMUNITY INVESTMENTS FISCAL YEAR ENDED SEPTEMBER 30, 2025THROUGHOUT THE PERIOD COVERED BY THIS FILING, BILH REMAINED COMMITTED TO DELIVERING HIGH-QUALITY CARE AT A LOWER COST BY LEVERAGING COMMUNITY SETTINGS AND MAINTAINING CARE WITHIN THE BILH PERFORMANCE NETWORK (BILHPN), WHEN APPROPRIATE. THE FOLLOWING HIGHLIGHTS SOME OF THESE ONGOING EFFORTS. IN ADDITION TO THE ACCOMPLISHMENTS NOTED ABOVE, BILH CONTINUED THIS COMMITMENT WITH THE FOLLOWING ACTIVITIES: CONTINUED GROWTH FOR BILHPN BILHPN ADVANCED SYSTEM-WIDE EFFORTS BY CONSOLIDATING FOUR LEGACY SHARED SAVINGS PROGRAM ACCOUNTABLE CARE ORGANIZATIONS (ACOS) INTO TWO ACOS. ALIGNING MEDICARE ACO CONTRACTS UNDER BILHPN FOSTERS A COORDINATED STRATEGY THAT IMPROVES OPERATIONAL EFFICIENCY AND ENHANCES CARE QUALITY FOR MEDICARE PATIENTS THROUGH CENTRALIZED PROGRAMMING AND RESOURCES. A RENEWED FOCUS ON DATA INTEGRITY AND ALIGNMENT INCLUDED REDESIGNING THE POPULATION HEALTH REGISTRY, IMPROVING STRUCTURED DATA CAPTURE, AND CONSOLIDATING MULTIPLE DATA SOURCES INTO ONE REGISTRY. THESE EFFORTS SUPPORTED INITIATIVES THAT DROVE YEAR-OVER-YEAR IMPROVEMENT ACROSS KEY MEASURES, INCLUDING: - EXPANSION OF THE CENTRAL HOME BLOOD PRESSURE (BP) CUFF DISTRIBUTION PROGRAM, OFFERING FREE HOME BP CUFFS TO PATIENTS IN NEED; - TARGETED PATIENT OUTREACH TO ADDRESS ACUTELY HIGH IN-OFFICE BP READINGS WITH CONSISTENT MONITORING THAT POSITIVELY CORRELATED TO LOWERED BP READINGS; - THE LAUNCH OF A REFRESHED INTEGRATED CARE MANAGEMENT PROGRAM, ENABLING CARE MANAGEMENT NURSES TO INTERVENE CLINICALLY WITH PATIENTS WHO HAVE CHRONIC AND COMPLEX CARE NEEDS; AND- CENTRALIZED REFERRAL MANAGEMENT RESULTING IN IMPROVED CARE COORDINATION, STRENGTHENED CARE CONTINUITY, AND LOWERED TOTAL MEDICAL EXPENSE.BILHPN ALSO STRENGTHENED ITS COMMITMENT TO CLINICAL DOCUMENTATION IMPROVEMENT, TRANSITIONING TO PROACTIVE EDUCATION SCHEDULING, EXPANDING PHYSICIAN-LED TRAINING, AND INCREASING PROVIDER PARTICIPATION. THROUGH ENHANCED DOCUMENTATION AND CODING SUPPORT, BILHPN HELPED REDUCE ADMINISTRATIVE DEMANDS ON CLINICIANS, ALLOWING FOR GREATER FOCUS ON DIRECT PATIENT CARE AND ENSURING ACCURATE REPRESENTATION OF THE CLINICAL COMPLEXITY OF THE POPULATIONS SERVED.EXPANDING PHARMACY ACCESSDURING THE PERIOD COVERED BY THIS FILING, BILH PHARMACY ACHIEVED SIGNIFICANT MILESTONES THAT REFLECT ITS COMMITMENT TO EXPANDING ACCESS TO CARE, REDUCING ADMINISTRATIVE BURDEN, AND SUPPORTING OUR PRIMARY CARE AND SPECIALTY PROVIDERS WHILE IMPROVING CLINICAL OUTCOMES AND MEDICAL ADHERENCE. ITS ACHIEVEMENTS INCLUDE:- EXPANDED PRESCRIPTION MEDICATION AFFORDABILITY AND ASSISTANCE SERVICES, PROVIDING OVER $2.4 MILLION IN COPAY SUPPORT TO PATIENTS;- FACILITATED FREE ACCESS TO POST-EXPOSURE PROPHYLAXIS MEDICATIONS FOR ALL SEXUAL ASSAULT PATIENTS PRESENTING TO BILH HOSPITAL EMERGENCY DEPARTMENTS;- STRENGTHENED THE QUALITY OF CARE FOR PATIENTS USING WEIGHTLOSS MEDICATIONS BY EXPANDING SERVICES WITHIN A PHARMACISTLED WEIGHTMANAGEMENT CLINIC; AND- ACHIEVED CONTINUED SUCCESS AND GROWTH OF THE CARDIOMETABOLIC PROGRAM AND CENTRAL ANTICOAGULATION PROGRAM, SUPPORTING IMPROVED PATIENT OUTCOMES.INCREASED ACCESS TO COMMUNITY CAREAS PART OF ITS 2030 GOAL TO PROVIDE 70% OF CARE IN THE COMMUNITY, BILH OPENED URGENT CARE CENTERS IN HAVERHILL AND WATERTOWN, EXPANDING SAME-DAY ACCESS FOR LOWER-ACUITY NEEDS. ADDITIONALLY, BILH OPENED NINE NEW LABORATORY DRAW STATIONS ACROSS EASTERN MASSACHUSETTS, INCREASING COMMUNITY ACCESS TO LAB SERVICES AND IMPROVING SATISFACTION AMONG PATIENTS AND PROVIDERS. THESE SYSTEM INITIATIVES STRENGTHENED THE QUALITY OF PHLEBOTOMY SERVICES AND ENHANCED THE PATIENT EXPERIENCE.BILH ALSO CONTINUED TO ADVANCE ITS POSTACUTE AND ALTERNATIVE CARE MODELS BY EXPANDING SKILLED NURSING FACILITY TRANSITION SUPPORT AND FURTHER DEVELOPING HOSPITAL AT HOME PROGRAMMING. TOGETHER, THESE MODELS PROVIDE SAFE, HIGHQUALITY CARE IN LOWERCOST SETTINGS, REDUCE PREVENTABLE READMISSIONS, AND ENHANCE PATIENT SATISFACTION.ELECTRONIC MEDICAL RECORD SYSTEM IMPROVEMENTS (ONEBILH EPIC)A CORE BILH STRATEGIC INITIATIVE IS THE TRANSITION TO A UNIFORM, SINGLE ELECTRONIC HEALTH RECORD (EHR) FOR ALL BILH ENTITIES ACROSS THE SYSTEM. A CONSOLIDATED EHR ENHANCES CARE QUALITY BY GIVING CLINICIANS SEAMLESS ACCESS TO COMPREHENSIVE AND COMPLETE PATIENT RECORDS, MINIMIZING DUPLICATIVE TESTING, AND ACCELERATING CARE DELIVERY THROUGH MORE EFFICIENT INFORMATION ACCESS.BILH BEHAVIORAL HEALTH SERVICESTHE BETH ISRAEL LAHEY HEALTH NETWORK (BILH) IS COMMITTED TO THE BEHAVIORAL HEALTH NEEDS OF THE PATIENTS AND COMMUNITIES SERVICED. BELOW ARE SOME OF ACTIVITIES THAT BILH BEHAVIORAL SERVICES (BILHBS) HAS PROVIDED TO THE PATIENTS AND COMMUNITIES SERVED BY BILH AND ITS AFFILIATED ENTITIES. ADDICTION SERVICES NORTHEAST BEHAVIORAL HEALTH CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH BEHAVIORAL SERVICES (NBHC OR BILH BS) IS THE LARGEST NETWORK OF MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES IN EASTERN MASSACHUSETTS, PROVIDING HIGH-QUALITY MENTAL HEALTH AND ADDICTION TREATMENT. THIS INCLUDES A FULL CONTINUUM OF CARE FOR CHILDREN AND ADULTS RANGING FROM INPATIENT TO COMMUNITY-BASED SERVICES. TREATMENT OFFERINGS INCLUDE MOBILE CRISIS TEAMS FOR BEHAVIORAL AND SUBSTANCE-RELATED EMERGENCIES; INPATIENT PSYCHIATRIC AND DETOXIFICATION TREATMENT; RESIDENTIAL PROGRAMS; OUTPATIENT MENTAL HEALTH AND ADDICTION CLINICS; AND MEDICATION-ASSISTED TREATMENT PROGRAMS FOR PERSONS WITH OPIOID USE DISORDERS. NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) HAS OVER 220 BEDS IN 7 FACILITIES FOR PATIENTS REQUIRING ACUTE PSYCHIATRIC, DETOXIFICATION AND POST-ACUTE DIVERSIONARY SERVICES. OTHER OFFERINGS INCLUDE MANY COMMUNITY-BASED SERVICES SUCH AS MOBILE EMERGENCY SERVICES TEAMS, SCHOOL AND HOME-BASED COUNSELING FOR YOUTH AND THEIR FAMILIES. BILHBS SERVES APPROXIMATELY 17,000 INDIVIDUALS ANNUALLY, PROVIDING OVER 415,000 UNITS OF SERVICE, IN A VAST ARRAY OF SETTINGS BASED ON THEIR NEEDS. |
| NBHC PROVIDED ADDICTION TREATMENT SERVICES WITH MORE THAN 220 | INPATIENT AND RESIDENTIAL BEDS, OPERATING 24/7 FOR ADDICTION TREATMENT. ADDICTION TREATMENT INCLUDES BOTH OUTPATIENT AND INPATIENT TREATMENT AND PREVENTION. SUBSTANCE ABUSE COUNSELING AND GROUP THERAPY IS OFFERED FOR BOTH ADULTS AND TEENS, AS ARE A RANGE OF COURT-ORDERED PROGRAMS INCLUDING OPERATING UNDER THE INFLUENCE (OUI) EDUCATION AND EVALUATIONS. MEDICATION-ASSISTED TREATMENT FOR MEN AND WOMEN ADDICTED TO HEROIN OR PRESCRIPTION OPIOIDS IS PROVIDED AT LOCATIONS IN GLOUCESTER AND DANVERS, MASSACHUSETTS. ACUTE TREATMENT PROGRAMS PROVIDING INPATIENT DETOXIFICATION SERVICES FROM DRUGS AND/OR ALCOHOL IN MEDICAL SETTINGS ARE AVAILABLE AT TREATMENT CENTERS IN DANVERS AND TEWKSBURY, MASSACHUSETTS. IN FY25 THESE CENTERS SERVED APPROXIMATELY 2,600 PATIENTS. NBHC ALSO PROVIDED POST-DETOXIFICATION RESIDENTIAL SETTINGS AT MULTIPLE LOCATIONS SERVING BOTH MEN AND WOMEN. IN FY25 NBHC'S OUTPATIENT ADDICTION PROGRAMS PROVIDED 191,449 UNITS OF SERVICE, INCLUDING 5,800 VIA TELEHEALTH, WHILE INPATIENT AND RESIDENTIAL PROGRAMS RECORDED 75,732 BED DAYS. AMBULATORY SERVICES BILH BS' AMBULATORY DIVISION SERVES NEARLY 4,500 PATIENTS EVERY YEAR, DELIVERING MORE THAN 111,000 UNITS OF SERVICES IN VARIOUS SETTINGS. MORE THAN 45,000 WERE DELIVERED BY TELEHEALTH AMBULATORY PROGRAMS AND SERVICES OFFERED UNDER THE CHILDREN'S BEHAVIORAL HEALTH INITIATIVE (CBHI) INCLUDING A BROAD RANGE OF COUNSELING AND THERAPY AS WELL AS MORE INTENSIVE TREATMENT MODALITIES. OUTPATIENT MENTAL HEALTH CLINICS IN SALEM, LAWRENCE, GLOUCESTER AND BEVERLY, MASSACHUSETTS AND AN OUTREACH CLINIC IN HAVERHILL, MASSACHUSETTS ASSIST INDIVIDUALS AND FAMILIES THROUGH PERIODS OF STRESS AND ADJUSTMENT, PROVIDING THERAPY FOR DEPRESSION, ANXIETY, TRAUMA, BIPOLAR DISEASE, AND CHRONIC MENTAL ILLNESS. OUTREACH COUNSELORS OFFER SHORT AND LONG-TERM THERAPY IN HOMES, SCHOOLS, AND OTHER APPROPRIATE COMMUNITY SETTINGS. ALL THERAPY PROGRAMS ARE SUPPORTED BY MEDICATION CLINICS IF THAT IS DETERMINED TO BE AN APPROPRIATE ADJUNCT TO TREATMENT. IN FY25, NBHC DELIVERED 103,421 UNITS OF AMBULATORY SERVICES, SUPPORTED BY 8,036 PSYCHOPHARMACOLOGY VISITS. EMERGENCY SERVICES THE EMERGENCY SERVICES DIVISION PROVIDES EMERGENCY PSYCHIATRIC ASSESSMENTS AND SUPPORTIVE SERVICES 24/7 WITHIN THE EMERGENCY DEPARTMENTS OF THE BILH SYSTEM AND AT THE COMMONWEALTH OF MASSACHUSETTS' IMPLEMENTED BEHAVIORAL HEALTH REDESIGN COMMUNITY BEHAVIORAL HEALTH CENTER (CBHC), LOCATED IN LAWRENCE. THIS INCLUDES PATIENT ACCESS TO URGENT, ROUTINE AND SHORT-TERM INPATIENT PROGRAMS. MOBILE CRISIS CLINICIANS ARE AVAILABLE FOR WALK-IN APPOINTMENTS AND TO RESPOND TO SCHOOLS, HOMES AND OUTPATIENT CLINICS. NBHC ALSO OPERATES AN INPATIENT 8-BED COMMUNITY CRISIS STABILIZATION UNIT, WHICH OFFERS SHORT-TERM (3-5 DAY) CRISIS BEDS IN LIEU OF HOSPITALIZATION. DURING THE FISCAL PERIOD COVERED BY THIS FILING, EMERGENCY SERVICE PROGRAMS HAD 15,097 INITIAL ASSESSMENT ENCOUNTERS, AND THE CCS PROGRAM RECORDED 2,454BED DAYS. NBHC IS ALSO ON THE FOREFRONT OF EXPANDING TREATMENT FOR OPIOID USE DISORDER (OUD). SEVERAL BILH ORGANIZATIONS HAVE TAKEN STEPS TO ENHANCE CARE FOR PATIENTS WITH OPIOID USE DISORDER (OUD) WHO PRESENT IN EMERGENCY DEPARTMENTS, PARTICULARLY AS THESE PATIENTS TRANSITION FROM THE HOSPITAL TO A LONG-TERM TREATMENT PROGRAM. THE NBHC BRIDGE CLINIC IN GLOUCESTER ACCEPTS PATIENTS REFERRED FROM ITS AFFILIATE NORTHEAST HOSPITAL CORP (NHC) EMERGENCY DEPARTMENTS AT BOTH BEVERLY HOSPITAL AND ADDISON GILBERT HOSPITAL AND OFFERS CONTINUATION OF MEDICATION ASSISTED TREATMENT AND SUPPORT FROM RECOVERY COACHES. BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (BID-PLYMOUTH) TREATS PATIENTS WITH OUD THROUGH MEDICATION-ASSISTED TREATMENT IN THE EMERGENCY DEPARTMENT, AND THE HOSPITAL WORKS CLOSELY WITH COMMUNITY PARTNERS TO PROVIDE ONGOING SUPPORT TO PATIENTS. THESE PROGRAMS ARE SIMILAR TO SERVICES AT MOUNT AUBURN HOSPITAL WHICH ALSO OFFERS MEDICATION-ASSISTED TREATMENT IN ITS EMERGENCY DEPARTMENT. PATIENTS CAN THEN BE REFERRED TO THE BRIDGE CLINIC AT MOUNT AUBURN HOSPITAL OR BID-PLYMOUTH FOR CONTINUED OR ADDITIONAL TREATMENT. NORTHEAST HOSPITAL CORPORATION, BID-PLYMOUTH AND MOUNT AUBURN HOSPITALS ARE ALL PART OF THE BETH ISRAEL LAHEY HEALTH NETWORK AND SISTER ENTITIES TO NBHC. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| JEANNE GEIGER CRISIS CENTER INC | ||||||||
| 2 HARRIS ST | NEWBURYPORT | MA | 019502603 | 222474823 | 501(C)(3) | $7,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| LINK HOUSE INCJOHN ASHFORD LINK HOUSE INC | ||||||||
| 110 HAVERHILL ROAD STE 206 | AMESBURY | MA | 01913 | 042498329 | 501(C)(3) | $32,222 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | COMMUNITY BENEFITS GRANTS -- AS PREVIOUSLY NOTED IN THIS FILING ANNA JAQUES HOSPITAL, INC. MAINTAINS STRONG RELATIONSHIPS WITH MANY COMMUNITY PARTNERS AND ANNA JAQUES HOSPITAL, INC. 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. ANNA JAQUES HOSPITAL, INC. 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, ANNA JAQUES HOSPITAL, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. BILH, ANNA JAQUES HOSPITAL, INC. 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. ANNA JAQUES HOSPITAL, INC. ENSURES THESE SUBSIDIES ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THE RECIPIENT ENTITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 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 | ||||||||||||||
| CEO (EX-OFF) (CEO, BILH) | $0 | $2,267,647 | $0 | $1,000,000 | $0 | $398,244 | $0 | $1,021,480 | $0 | $47,000 | $0 | $4,734,371 | $0 | $0 |
| RIOS CINDY | ||||||||||||||
| TREAS (EX-OFF) (EXEC VP & CFO, BILH) | $0 | $1,031,770 | $0 | $125,000 | $0 | $229,483 | $0 | $2,171,401 | $0 | $37,049 | $0 | $3,594,703 | $0 | $0 |
| SHORETT PETER | ||||||||||||||
| TTEE(CEO DESIG) (SR EVP & COO, BILH) | $0 | $1,291,282 | $0 | $0 | $0 | $125,174 | $0 | $14,880 | $0 | $40,135 | $0 | $1,471,471 | $0 | $0 |
| SANDS TOM | ||||||||||||||
| PRES & TTEE EXOF; MKT PRES; NHC PRES | $0 | $643,215 | $0 | $558,815 | $0 | $32,379 | $0 | $45,877 | $0 | $29,405 | $0 | $1,309,691 | $0 | $0 |
| FOCHT MD GLENN | ||||||||||||||
| PRESIDENT & TRUSTEE (EX-OFFICIO) | $470,905 | $0 | $42,087 | $0 | $20,967 | $0 | $556,146 | $0 | $7,678 | $0 | $1,097,783 | $0 | $0 | $0 |
| NASEER-GHIASUDDIN MD SAIRA | ||||||||||||||
| TTEE; PHYSICIAN, INTERNAL MEDICINE | $0 | $664,997 | $0 | $361,903 | $0 | $11,926 | $0 | $10,350 | $0 | $40,960 | $0 | $1,090,136 | $0 | $0 |
| KATZ ESQ JAMIE | ||||||||||||||
| CLERK (EX-OFF); BILH GENERAL COUNSEL | $0 | $870,522 | $0 | $0 | $0 | $130,539 | $0 | $24,780 | $0 | $9,010 | $0 | $1,034,851 | $0 | $0 |
| PURSLEY MD DEWAYNE M | ||||||||||||||
| TTEE; (NEONAT CHIEF BIDMC/CHR HMFP) | $0 | $887,850 | $0 | $0 | $0 | $28,640 | $0 | $69,000 | $0 | $28,172 | $0 | $1,013,662 | $0 | $0 |
| BOURNE MD KATHERINE A | ||||||||||||||
| ANESTHESIOLOGIST | $534,753 | $0 | $22,000 | $0 | $29,860 | $0 | $34,500 | $0 | $45,917 | $0 | $667,030 | $0 | $0 | $0 |
| KATS MD MARK | ||||||||||||||
| ANESTHESIOLOGIST | $567,028 | $0 | $17,600 | $0 | $10,111 | $0 | $34,500 | $0 | $31,467 | $0 | $660,706 | $0 | $0 | $0 |
| POPELKA MD ANDREW | ||||||||||||||
| CHIEF MEDICAL OFFICER, AJH | $0 | $493,903 | $0 | $6,090 | $0 | $53,711 | $0 | $29,875 | $0 | $40,525 | $0 | $624,104 | $0 | $0 |
| HWANG JOSEPH | ||||||||||||||
| MARKET, CHIEF OPERATING OFFICER | $0 | $395,030 | $0 | $107,725 | $0 | $27,689 | $0 | $48,000 | $0 | $43,359 | $0 | $621,803 | $0 | $0 |
| FRANCIOLI CARL | ||||||||||||||
| TREAS EX-OF; BILH INTRM CFO/BSTN CFO | $0 | $531,632 | $0 | $1,095 | $0 | $25,925 | $0 | $13,814 | $0 | $41,145 | $0 | $613,611 | $0 | $0 |
| GENDREAU MD MARK | ||||||||||||||
| MARKET, CHIEF MEDICAL OFFICER | $0 | $468,500 | $0 | $83,103 | $0 | $16,049 | $0 | $0 | $0 | $37,752 | $0 | $605,404 | $0 | $0 |
| PERRYMAN MMHCRNNEBC KIMBERLY | ||||||||||||||
| MARKET, CHIEF NURSING OFFICER | $0 | $368,633 | $0 | $100,458 | $0 | $12,212 | $0 | $0 | $0 | $34,384 | $0 | $515,687 | $0 | $0 |
| BEAUMIER MBA CPA MHA GREGORY | ||||||||||||||
| ASST TREAS EX-OFF; MKT CFO, NHC/AJH | $0 | $268,693 | $0 | $57,931 | $0 | $30,809 | $0 | $0 | $0 | $35,425 | $0 | $392,858 | $0 | $0 |
| BOYD ESQ STEPHEN | ||||||||||||||
| ASST CLERK (DIV VP DEP GC COMM BILH) | $0 | $309,005 | $0 | $0 | $0 | $7,097 | $0 | $12,078 | $0 | $2,815 | $0 | $330,995 | $0 | $0 |
| KERR-FERNANDEZ MD JANE | ||||||||||||||
| TTEE (EX-OFF) (PRES, MEDICAL STAFF) | $0 | $268,017 | $0 | $0 | $0 | $4,185 | $0 | $6,841 | $0 | $38,382 | $0 | $317,425 | $0 | $0 |
| REILLY TIMOTHY | ||||||||||||||
| VP, HUMAN RESOURCES BUSINESS PARTNER | $0 | $226,872 | $0 | $30,343 | $0 | $14,291 | $0 | $7,674 | $0 | $36,129 | $0 | $315,309 | $0 | $0 |
| NEWSOME-LEVIN SANDRA | ||||||||||||||
| VP, CHIEF QUALITY OFFICER | $207,655 | $0 | $39,301 | $0 | $5,308 | $0 | $8,919 | $0 | $15,098 | $0 | $276,281 | $0 | $0 | $0 |
| STEELE PATRICIA | ||||||||||||||
| REGISTERED NURSE | $194,303 | $0 | $4,413 | $0 | $6,066 | $0 | $31,007 | $0 | $12,813 | $0 | $248,602 | $0 | $0 | $0 |
| AHERN SEAN | ||||||||||||||
| FORMER CHIEF OPERATING OFFICER | $206,467 | $0 | $0 | $0 | $5,492 | $0 | $10,437 | $0 | $14,276 | $0 | $236,672 | $0 | $0 | $0 |
| MULKERN NICOLE | ||||||||||||||
| FMR ASST TREAS EX-OFF & INT ASST CFO | $0 | $198,101 | $0 | $0 | $0 | $7,942 | $0 | $2,158 | $0 | $11,387 | $0 | $219,588 | $0 | $0 |
| MATACHUN MARY-JO | ||||||||||||||
| REGISTERED NURSE | $199,449 | $0 | $5,638 | $0 | $245 | $0 | $0 | $0 | $12,368 | $0 | $217,700 | $0 | $0 | $0 |
| BUGALLO-MUROS MARIANA | ||||||||||||||
| FRMR INTERIM VP, HR BUSINESS PARTNER | $161,000 | $0 | $0 | $0 | $33,290 | $0 | $0 | $0 | $0 | $0 | $194,290 | $0 | $0 | $0 |
| GOLDSTEIN MARK | ||||||||||||||
| FRMR PRES & TTEE (EX-OFF) | $0 | $0 | $0 | $0 | $184,071 | $0 | $0 | $0 | $0 | $0 | $184,071 | $0 | $0 | $0 |
| KIM ESQ GRACE | ||||||||||||||
| FRMR AST CLERK; BILH AST GEN COUNSEL | $0 | $136,843 | $0 | $0 | $0 | $26,066 | $0 | $6,063 | $0 | $9,113 | $0 | $178,085 | $0 | $0 |
| MAKI DN RN RICHARD | ||||||||||||||
| FORMER CHIEF NURSING OFFICER | $0 | $0 | $0 | $0 | $150,048 | $0 | $0 | $0 | $0 | $0 | $150,048 | $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, ANNA JAQUES HOSPITAL, 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 | ANNA JAQUES HOSPITAL, INC.'S CHIEF EXECUTIVE OFFICER AND PRESIDENT ARE EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING, IS THE DIRECT OR INDIRECT SOLE MEMBER OF ANNA JAQUES HOSPITAL, INC.. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF ANNA JAQUES HOSPITAL, INC.. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF EXECUTIVE AND SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER MEMBERS OF EXECUTIVE MANAGEMENT IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BILH BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. |
| PART I, LINES 4A-B | ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, RECEIVED SEVERANCE PAYMENTS. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. BILH AND ITS AFFILIATES MAINTAIN CERTAIN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS, WHICH UNDER THE DEFINITION TO THIS FORM 990 ARE SUPPLEMENTAL NONQUALIFIED PLANS: BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM AND, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN ADDITION, DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THESE ADDITIONAL IRC 457(B) PLANS AND BENEFITS FROM PARTICIPATING IN ONE OF THESE PLANS IS ALSO REPORTED IN THIS FORM 990: BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS AND/OR CAN MAKE THEIR OWN EMPLOYEE DEFERRALS. AMOUNTS RECEIVED BY PARTICIPANTS AND DEFERRED BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. |
| PART I, LINE 7 | AS NOTED ABOVE, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF EXECUTIVE AND SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES. DURING THE 2024 CALENDAR YEAR, BILH MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, AND FOR THE BILH CEO AS NOTED ABOVE, THE FULL BILH BOARD OF TRUSTEES. ADDITIONAL INFORMATION IS INCLUDED IN THE EXPLANATORY NOTES TO THIS SCHEDULE J. |
| 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): | AHERN, SEAN - FORMER INTERIM CHIEF OPERATING OFFICER - ANNA JAQUES HOSPITAL, INC. - TERM ENDED ON SEPTEMBER 30, 2023 - SENIOR DIRECTOR OF CLINICAL SERVICES - ANNA JACQUES HOSPITAL, INC. - TERM ENDED ON JUNE 14, 2025 MR. AHERN'S TERM AS INTERIM CHIEF OPERATING OFFICER ENDED ON SEPTEMBER 30, 2023 AT WHICH TIME, MR. AHERN RESUMED HIS ROLE AS SENIOR DIRECTOR OF CLINICAL SERVICES. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION AND RELATES TO MR. AHERN'S ROLE AS SENIOR DIRECTOR OF CLINICAL SERVICES. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. BEAUMIER, MBA, CPA, MHA, GREGORY UNLESS OTHERWISE NOTED BELOW, MR. BEAUMIER HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - MARKET CHIEF FINANCIAL OFFICER, NORTH SHORE BETH ISRAEL LAHEY HEALTH, INC. - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP - CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED DECEMBER 31, 2024 - TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. PRACTICE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. BEAUMIER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $6,923. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. BOURNE, M.D., KATHERINE A - ANESTHESIOLOGIST - ANNA JAQUES HOSPITAL, INC. DR. BOURNE 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. BOYD, ESQ., STEPHEN UNLESS OTHERWISE NOTED BELOW, MR. BOYD SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - ASSISTANT CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - ASSISTANT CLERK - SEACOAST AFFILIATED GROUP PRACTICE - DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION - 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. BUGALLO-MUROS, MARIANA - FORMER INTERIM VICE PRESIDENT, HR BUSINESS PARTNER - ANNA JAQUES HOSPITAL, INC. - FORMER INTERIM VICE PRESIDENT, HR BUSINESS PARTNER - SEACOAST AFFILIATED GROUP PRACTICE, INC. MS. BUGALLO-MUROS'S TERM ENDED IN THE ABOVE POSITIONS ON MAY 24, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. BUGALLO-MUROS INCLUDES PAYMENTS IN THE AMOUNT OF $33,290 FOR EMPLOYER-PROVIDED HOUSING. FOCHT, MD., GLENN DR. FOCHT HELD THE FOLLOWING POSITIONS UNTIL JANUARY 8, 2025: - PRESIDENT & TRUSTEE (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - PRESIDENT & TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR DR. FOCHT INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $35,625 WHICH WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION. DEFERRED COMPENSATION FOR DR. FOCHT INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $493,269 TO BE PAID AFTER DECEMBER 31, 2024. DEFERRED COMPENSATION IN THE AMOUNT OF $53,438 IS INCLUDED IN THIS FILING FOR DR. FOCHT. THAT AMOUNT RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2024, WAS NOT FUNDED, WAS 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. FRANCIOLI, CARL MR. FRANCIOLI HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - CHIEF FINANCIAL OFFICER OF METRO BOSTON DIVISION - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. MR. FRANCIOLI SERVED IN THE FOLLOWING ADDITIONAL ROLES FROM OCTOBER 20, 2024 THROUGH AUGUST 3, 2025: - TREASURER (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. -TRUSTEE & TREASURER (EX-OFFICIO)- ADDISON GILBERT SOCIETY, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER - BETH ISRAEL DEACONESS MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC - TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TREASURER - EXETER HOSPITAL, INC. - TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - TREASURER - EXETER MED REAL, INC. - TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TREASURER - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TREASURER - LAHEY CLINIC, INC. - TRUSTEE & TREASURER - LAHEY HEALTH SHARED SERVICES, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. MR. FRANCIOLI BEGAN SERVING IN THE FOLLOWING ROLE ON SEPTEMBER 11, 2025: -TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $5,534. |
| SCHEDULE J FOOTNOTES (CONTINUED): | GENDREAU MD., MARK UNLESS OTHERWISE STATED, DR. GENDREAU SERVED IN THE FOLLOWING POSITIONS DURING THE PERIOD ENDING SEPTEMBER 30, 2025: - CHIEF MEDICAL OFFICER - ANNA JAQUES HOSPITAL, INC. - CHIEF MEDICAL OFFICER - NORTHEAST HOSPITAL CORPORATION - CHIEF MEDICAL OFFICER, NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED DECEMBER 31, 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. GOLDSTEIN, MARK - FORMER PRESIDENT & TRUSTEE (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - FORMER PRESIDENT AND TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. MR. GOLDSTEIN'S TERM ENDED IN THE ABOVE POSITIONS ON MARCH 26, 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. GOLDSTEIN INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $184,071. 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. - 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. HWANG, JOSEPH UNLESS OTHERWISE STATED, MR. HWANG SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. - CHIEF OPERATING OFFICER, - ANNA JAQUES HOSPITAL, INC. - CHIEF OPERATING OFFICER - NORTHEAST HOSPITAL CORPORATION - CHIEF OPERATING OFFICER, BEVERLY SPECIALTY CARE - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED DECEMBER 31, 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. DEFERRED COMPENSATION IN THE AMOUNT OF $48,000 IS INCLUDED IN THIS FILING FOR MR. HWANG. THAT AMOUNT RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2024, WAS NOT FUNDED, WAS 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. KATS, M.D., MARK - ANESTHESIOLOGIST - ANNA JAQUES HOSPITAL, INC. DR. KATS 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | 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. KERR-FERNANDEZ, M.D., JANE DR. KERR-FERNANDEZ SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO) (PRESIDENT, MEDICAL STAFF) - ANNA JAQUES HOSPITAL, INC. - TRUSTEE (PRESIDENT, MEDICAL STAFF, AJH) - SEACOAST AFFILIATED GROUP PRACTICE, 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. KIM, ESQ., GRACE - FORMER ASSISTANT GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. - FORMER ASSISTANT CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - FORMER ASSISTANT CLERK (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. MS. KIM'S TERM ENDED IN THE ABOVE POSITIONS ON SEPTEMBER 25, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. KIM INCLUDES PAYMENTS FOR SEVERANCE AND PTO PAID OUT IN THE AMOUNTS OF $6,865 AND $19,104, RESPECTIVELY. MAKI, DN, RN, RICHARD - FORMER CHIEF NURSING OFFICER - ANNA JAQUES HOSPITAL, INC MR. MAKI'S TERM ENDED IN THE ABOVE POSITION ON JULY 8, 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. MAKI INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $150,048. PART OR ALL OF THIS AMOUNT WAS PREVIOUSLY MATACHUN, MARY-JO - REGISTERED NURSE - ANNA JAQUES HOSPITAL, INC. MS. MATACHUN 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. MULKERN, NICOLE MS. MULKERN SERVED IN THE FOLLOWING ROLES FOR THE PERIOD OCTOBER 23, 2023 APRIL 6, 2024. - FORMER ASSISTANT TREASURER (EX-OFFICIO) & INTERIM ASSISTANT CHIEF FINANCIAL OFFICER - ANNA JAQUES HOSPITAL, INC. - FORMER ASSISTANT TREASURER, EX OFFICIO - SEACOAST AFFILIATED GROUP PRACTICE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. AS SUCH, ALTHOUGH MS. MULKERN LEFT THE POSITIONS ABOVE IN A PRIOR FISCAL YEAR, THESE REGULAR SALARY AND BENEFITS PAYMENTS ARE REPORTED IN THIS FORM 990 AS REQUIRED. THE PAYMENTS WERE MADE TO HER WHILE SHE WAS ACTIVELY IN THE ROLES NOTED ABOVE. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. NASEER-GHIASUDDIN, M.D., SAIRA - PHYSICIAN, INTERNAL MEDICINE - SEACOAST AFFILIATED GROUP PRACTICE, INC. DR. NASEER-GHIASUDDIN HELD THE FOLLOWING POSITIONS UNTIL SEPTEMBER 30, 2025: - TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE - ANNA JAQUES HOSPITAL, 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. NEWSOME-LEVIN, SANDRA MS. NEWSOME-LEVIN HELD THE FOLLOWING POSITION UNTIL JUNE 1, 2025: - VICE PRESIDENT, CHIEF QUALITY OFFICER - ANNA JAQUES HOSPITAL, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MS. NEWSOME-LEVIN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $25,440. PERRYMAN, MMHC, RN, NE-BC, KIMBERLY A. - CHIEF NURSING OFFICER, NORTH SHORE MARKET BETH ISRAEL LAHEY HEALTH, INC. - CHIEF NURSING OFFICER - ANNA JAQUES HOSPITAL, INC. - CHIEF NURSING OFFICER - NORTHEAST HOSPITAL CORPORATION MS. PERRYMAN SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MS. PERRYMAN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $32,500. POPELKA, M.D., ANDREW - CHIEF MEDICAL OFFICER ANNA JAQUES HOSPITAL, INC. - TERM BEGAN MAY 12, 2025 DR. POPELKA SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, UNLESS OTHERWISE STATED. 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. POPELKA INCLUDES PAYMENTS IN THE AMOUNT OF $38,784.00 FOR CASHED OUT PTO. |
| SCHEDULE J FOOTNOTES (CONTINUED): | PURSLEY, M.D., DEWAYNE M. UNLESS OTHERWISE NOTED BELOW, DR. PURSLEY SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO) & BOARD CHAIR; CHAIR OF NEONATOLOGY; MEDICAL DIRECTOR, KLARMAN FAMILY NICU - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF NEONATOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - INTERIM CHIEF OBSTETRICS/GYNECOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED FEBRUARY 5, 2025 - INTERIM CHAIR - OBSTETRICS/GYNECOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED FEBRUARY 5, 2025 - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF OBSTETRICS AND GYNECOLOGY FOUNDATION - TRUSTEE - ANNA JAQUES HOSPITA - TERM ENDED SEPTEMBER 30, 2025 - TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM ENDED SEPTEMBER 30, 2025 AS NOTED, DR. PURSLEY 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 DR. PURSLEY INCLUDES PAYMENTS IN THE AMOUNT OF $25,357 FOR OTHER LIFE, DISABILITY, AND LONG-TERM-CARE INSURANCE. REILLY, TIMOTHY MR. REILLY SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - ADDISON GILBERT SOCIETY, INC. - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - ANNA JAQUES HOSPITAL, INC. - TERM BEGAN ON FEBRUARY 28, 2025 - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM BEGAN ON FEBRUARY 28, 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. RIOS, CINDY UNLESS OTHERWISE NOTED BELOW, MS. RIOS SERVED IN THE FOLLOWING POSITIONS UNTIL OCTOBER 19, 2024: - EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE & TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. - TREASURER - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TREASURER - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TREASURER - LAHEY CLINIC, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE & TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. - TRUSTEE & TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TRUSTEE & TREASURER - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - TREASURER - EXETER HOSPITAL, INC. - TREASURER - EXETER MED REAL, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC AND HOSPICE - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. RIOS INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $203,538. DEFERRED COMPENSATION FOR MS. RIOS INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $2,118,462 TO BE PAID AFTER DECEMBER 31, 2024. IN ADDITION, DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $42,199. 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | STEELE, PATRICIA - REGISTERED NURSE - ANNA JAQUES HOSPITAL, INC. MS. STEELE 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. TABB, MD., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF EXECUTIVE OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CHIEF EXECUTIVE OFFICER - LAHEY CLINIC, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - PRESIDENT (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE, BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE AND PRESIDENT (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CHIEF EXECUTIVE OFFICER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION - CHIEF EXECUTIVE OFFICER - CAB HEALTH AND RECOVERY SERVICES, INC. - CHIEF EXECUTIVE OFFICER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CHIEF EXECUTIVE OFFICER - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CHIEF EXECUTIVE OFFICER - THE JORDAN HEALTH SYSTEMS, INC. - CHIEF EXECUTIVE OFFICER - JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - CHIEF EXECUTIVE OFFICER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - CHIEF EXECUTIVE OFFICER - JOSLIN CLINIC, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CHIEF EXECUTIVE OFFICER - EXETER HOSPITAL, INC. 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| A | 043431814 | 57585BPD4 | 2025-08-14 | $923,737,714 | MDFA - SERIES 2025N - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | 57584Y7K9 | 2023-12-12 | $442,970,000 | MDFA - SERIES 2023M - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| C | 043431814 | 57584YTK5 | 2019-07-31 | $211,922,775 | MDFA - SERIES 2019K - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| D | 043431814 | 57584YJW0 | 2018-06-26 | $479,594,374 | MDFA - SERIES 2018J-1,J-2 - SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $925,222,558 | $5,454,992 | $3,304,135 | $28,217,460 | $169,812,693 | $718,433,278 | Yes (1) | 0 | 0 | Yes (1) | ||
| B | $457,215,735 | $3,559,000 | $430,865,374 | $22,791,361 | 0 | 0 | 0 | Yes (1) | ||||
| C | $211,922,775 | $2,931,137 | $19,714,020 | $189,277,618 | 0 | 0 | Yes (1) | Yes (1) | $44,260,000 | 2019 | ||
| D | $504,358,641 | $4,594,374 | $499,764,267 | 0 | 0 | Yes (1) | Yes (1) | $20,455,000 | 2021 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A, ENTITY 1: | PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 10/21/2015 AND 09/02/2015. PART II, COLUMN A, LINE 3:THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. |
| BOND B, ENTITY 1: | PART I, ROW B, COLUMN F: THE ISSUE'S PROCEEDS WILL BE USED TO FINANCE PROJECTS AND PAY ISSUANCE COSTS. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. |
| BOND C, ENTITY 1: | PART I, ROW C, COLUMN F: FOR TAX PURPOSES (PURSUANT TO PROPOSED TREASURY REGULATIONS SECTION 1.150-1(D)(2)(II)(C)), THE ISSUE'S PROCEEDS OTHER THAN THOSE ALLOCATED TO COSTS OF ISSUANCE WERE ALLOCATED TO CAPITAL EXPENDITURES ON THE DATE OF CLOSING. THE PRESENTATION SHOWN HERE DEPARTS FROM THE TAX TREATMENT, REFLECTING THE CHARACTERIZATION OF THE TRANSACTION FOR OTHER PURPOSES, AND IS MORE IN ACCORDANCE TO THE FINANCIAL ACCOUNTING PRESENTATION. PART IV, COLUMN C, LINE 2C: ARBITRAGE REBATE CALCULATION PERFORMED ON 11/12/2024. |
| BOND D, ENTITY 1: | PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $24,764,267 OF INVESTMENT EARNINGS. PART IV, COLUMN D, LINE 2C: FINAL REBATE CALCULATION SHOWING NO REBATE DUE COMPLETED ON 09/30/2023. |
| BOND A, ENTITY 2: | PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN A, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN A, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021. |
| BOND B, ENTITY 2: | PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $125,030 OF INVESTMENT EARNINGS. PART IV, COLUMN B, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021. |
| BOND C, ENTITY 2: | PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/04/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW PART IV, COLUMN C, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019. |
| BOND D, ENTITY 2: | PART I, ROW D, COLUMN A: NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY. PART I, ROW D, COLUMN F: REFINANCING AND REFUNDING PRIOR BONDS ISSUED ON 11/20/2003 AND 12/19/2001. PART II, COLUMN D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW. |
| BOND A, ENTITY 3: | PART I, ROW A, COLUMN A: NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY. PART I, ROW A, COLUMN F: REFINANCING AND REFUNDING PRIOR BOND ISSUANCE 12/19/2001. PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW. |
| BOND B, ENTITY 3 | PART I, ROW B, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW. PART IV, ROW 2C, COLUMN B: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009. |
| PART III, LINE 9 AND PART IV, LINE 7: | THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS ORIGINALLY FORMED IN JUNE 2020 AND EXPANDED WITH THE ADDITION OF EXETER HOSPITAL (EIN: 22-2674014) IN JULY 2024. THE MAJORITY OF BILH OBLIGATED GROUP MEMBERS HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH NOT EVERY MEMBER OF THE BILH OBLIGATED GROUP HAS FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURES, THOSE THAT HAVE NOT NEVERTHELESS FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP. THE OBLIGATED GROUP INCLUDES THE FOLLOWING ENTITIES: BETH ISRAEL DEACONESS MEDICAL CENTER, INC., MOUNT AUBURN HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC., MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, MOUNT AUBURN PROFESSIONAL SERVICES, INC., LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL AND EXETER HOSPITAL. THE OBLIGATED GROUP IS AWARE OF THE INSTRUCTIONS TO SCHEDULE K THAT STATE THAT "IF THE ORGANIZATION HAS ONE OR MORE RELATED ORGANIZATIONS (FOR EXAMPLE, PARENT AND SUBSIDIARY RELATIONSHIP), IT MUST COMPLETE SCHEDULE K (FORM 990) CONSISTENT WITH THE FILINGS(S) OF ITS RELATED ORGANIZATION(S). THE SAME LIABILITY SHOULDN'T BE REPORTED BY MORE THAN ONE OF THE RELATED ORGANIZATIONS." THE OBLIGATED GROUP IS CURRENTLY WORKING TOWARD A DETERMINATION REGARDING THE REPORTING OF TAX-EXEMPT DEBT AMONG ITS MEMBERS WITH RESPECT TO SCHEDULE K. IN THE ABSENCE OF SUCH A DETERMINATION, FOR THE REPORTING PERIOD ENDING ON 09/30/2025, THE OBLIGATED GROUP HAS INCLUDED ALL TAX-EXEMPT BOND ISSUES ON EACH OF ITS MEMBER'S FORM 990 SCHEDULES K, WHICH IS CONSISTENT WITH THE APPROACH THAT HAS BEEN TAKEN SINCE THE OBLIGATED GROUP'S FORMATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| A | 043431814 | 57584XMT5 | 2016-05-12 | $257,611,877 | MDFA - SERIES 2016I - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | 57584XFW6 | 2015-10-21 | $262,828,878 | MDFA - LAHEY SERIES F - SEE PART VI | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| C | 043431814 | 57584XDH1 | 2015-09-02 | $203,702,204 | MDFA - SERIES 2015 H-1 - SEE PART VI | 0 | 0 | 0 |
| NH HEALTH AND EDUCATION FACILITIES AUTHORITY | ||||||||
| D | 020279866 | 000000000 | 2015-03-02 | $24,020,000 | EXETER SERIES 2015 - SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $68,715,000 | $257,618,370 | $2,515,889 | $19,006,493 | $236,095,988 | 2016 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $168,545,000 | $262,953,908 | $3,129,474 | $94,764,737 | $160,202,232 | 2021 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $4,857,465 |
| C | $173,200,000 | $203,702,204 | $2,348,479 | $201,353,725 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |||
| D | $15,240,000 | $24,020,000 | $162,154 | $23,857,846 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NH HEALTH AND EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 020279866 | 000000000 | 2012-03-09 | $32,565,000 | EXETER SERIES 2012 - SEE PART VI | 0 | 0 | 0 |
| MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 042456011 | 57586CDD4 | 2004-07-08 | $30,340,000 | MHEFA - WINCHESTER F - ADV REFUND | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $16,685,000 | $32,565,000 | $215,404 | $32,349,596 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $13,590,000 | $30,340,000 | $365,445 | $29,927,552 | 0 | Yes (1) | Yes (1) | Yes (1) | $47,003 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | ||||||
| MORGAN STANLEY | ||||||||||||
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 20.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHAELAN CLANCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DAUGHTER-IN-LAW OF BOARD TRUSTEE, MARY ANNE CLANCY | RelationshipDescriptionTxt |
| Transaction | $52,609 | TransactionAmt |
| Transaction | DURING THE PERIOD COVERED BY THIS FILING, MS. MARY ANNE CLANCY SERVED AS A TRUSTEE OF ANNA JAQUES HOSPITAL, INC. PHAELAN CLANCY, IS A FAMILY MEMBER OF MS. MARY ANNE CLANCY AND DURING THE PERIOD COVERED BY THIS FILING, WAS AN EMPLOYEE OF ANNA JAQUES HOSPITAL, INC. IN THE ROLE OF NURSE. COMPENSATION PAID TO PHAELAN CLANCY IS 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 | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,480 | 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 | EVENT/AUCTION ITEMS | Desc |
| Contribution | 210 | ContributionCnt |
| Noncash Contributions Rpt F990 | $152,302 | 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 (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | DESCRIPTION OF ORGANIZATIONAL MISSION: THE MISSION OF ANNA JAQUES HOSPITAL (AJH OR HOSPITAL) IS TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE AND IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY AJH IN ALLIANCE WITH THE AJH MEDICAL STAFF AND AJH AFFILIATES INCLUDING SEACOAST AFFILIATED GROUP PRACTICE AND OTHERS AS NOTED IN THIS FILING. AS A COMMUNITY HOSPITAL, AJH IS LOCATED IN THE COASTAL TOWN OF NEWBURYPORT THAT SERVES MASSACHUSETTS' NORTH SHORE AND SOUTHERN NEW HAMPSHIRE'S SEACOAST REGION. AJH IS RECOGNIZED FOR DELIVERING HIGH QUALITY COMMUNITY HEALTH CARE AT A LOWER COST, WITH AN EMPHASIS ON PATIENT SATISFACTION. AJH PROVIDES THIS CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY. AJH ASPIRES TO BE AMONG THE BEST COMMUNITY HOSPITALS IN EASTERN MASSACHUSETTS. IN ADDITION, AJH IS DEDICATED TO PROVIDING COMMUNITY BENEFITS WITHIN THE COMMUNITIES IT SERVES. THE HOSPITAL IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES IT SERVES. IT IS DEDICATED TO THE PLANNING, DEVELOPMENT, IMPLEMENTATION AND MONITORING OF PROGRAMS THAT ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITY AND OFFER CLINICAL, EDUCATIONAL AND FINANCIAL RESOURCES. THESE PROGRAMS ARE DESIGNED TO IMPROVE AWARENESS OF THE HEALTH CARE ISSUES IN THE COMMUNITIES SERVED AND INCREASE PARTICIPATION IN WELLNESS AND PREVENTATIVE HEALTH ACTIVITIES. FOR ADDITIONAL DETAIL, SEE FORM 990 SCHEDULE H. THE HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK AND WORKS IN CLOSE COLLABORATION WITH BILH AND ITS AFFILIATES TO ACCOMPLISH ITS MISSION. BETH ISRAEL LAHEY HEALTH (BILH) IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,900 PHYSICIANS AND 39,000 EMPLOYEES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI) AND BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND LHSS IN TURN SERVED AS THE SOLE MEMBER OF THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP. SEE FORM 990 SCHEDULE R FOR ADDITIONAL INFORMATION. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | OUTPATIENT CLINICS AND SERVICES ANNA JAQUES HOSPITAL (AJH OR HOSPITAL) IS A COMMUNITY HOSPITAL LOCATED IN THE COASTAL TOWN OF NEWBURYPORT THAT SERVES MASSACHUSETTS' NORTH SHORE AND SOUTHERN NEW HAMPSHIRE'S SEACOAST REGION. THE HOSPITAL PROVIDES A COMPREHENSIVE PROGRAM OF CLINICAL SERVICES ENCOMPASSING GENERAL INTERNAL MEDICINE AND ALL THE SUBSPECIALTIES OF INTERNAL MEDICINE AS WELL AS SURGICAL SERVICES. A PROUD MEMBER OF BETH ISRAEL LAHEY HEALTH SINCE 2019, ANNA JAQUES HAS EXPANDED ACCESS TO CARE IN THE COMMUNITY, INCLUDING COMPREHENSIVE CANCER SERVICES SUCH AS CHEMOTHERAPY, SURGICAL ONCOLOGY AND CLINICAL TRIALS. THE HOSPITAL RECENTLY ADDED ADDITIONAL OPERATING ROOMS AND ROBOTIC SURGERY CAPABILITIES. THE HOSPITAL'S MEDICAL STAFF BLENDS EXPERIENCED PRIMARY CARE PHYSICIANS AND SPECIALISTS IN A WIDE VARIETY OF DISCIPLINES. THE PRIMARY CARE AND SPECIALISTS AT AJH PROVIDE OUTPATIENT PRIMARY CARE AS WELL AS GASTROINTESTINAL, OPHTHALMOLOGIC, ORTHOPEDIC, CARDIAC, DERMATOLOGIC, UROLOGICAL AND PODIATRIC PROCEDURES, PAIN MANAGEMENT, CARDIAC REHABILITATION, PULMONARY REHABILITATION, DIABETES MANAGEMENT SERVICES, AND NUTRITIONAL COUNSELING. DIAGNOSTIC FACILITIES AT AJH INCLUDE A COMPLETE 24-HOUR LABORATORY AND BLOOD BANKING SERVICES AS WELL AS DIAGNOSTIC IMAGING INCLUDING CT SCANNING, ULTRASOUND, MRI, 3D MAMMOGRAPHY, ULTRASONIC CARDIOGRAPHY, BONE DENSITOMETRY, NUCLEAR MEDICINE, PLAIN FILM RADIOLOGY AND FLUOROSCOPY. THE ANNA JAQUES CANCER CENTER CANCER, AFFILIATED WITH ITS SISTER ENTITY BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), PROVIDES A FULL ARRAY OF COMMUNITY-BASED CANCER SERVICES IN NEWBURYPORT AND WHEN NEEDED, ADVANCED TREATMENT OPTIONS AND SPECIALISTS AT BIDMC IN BOSTON. THE MEDICAL CENTER IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER AND IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL. BIDMC IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND IS RECOGNIZED NATIONALLY FOR THE CLINICAL EXCELLENCE OF ITS FACULTY AND THE PATIENT CARE PROVIDED, AS WELL AS FOR THE MAGNITUDE AND BREADTH OF ITS RESEARCH AND FOR ITS COMMITMENT TO MEDICAL EDUCATION. DURING THE PERIOD COVERED BY THIS FILING, ANNA JAQUES HOSPITAL HAD 201,633 OUTPATIENT ENCOUNTERS. THIS INCLUDED 4,256 HOSPITAL CLINIC ENCOUNTERS, 1,445 OBSERVATION CASES, 7,982 PAIN CLINIC VISITS, 1,720 WOUND CENTER VISITS, 3,169 OUTPATIENT AMBULATORY SURGERIES, 5,023 OUTPATIENT ENDOSCOPY VISITS, 1,594 OUTPATIENT ONCOLOGY VISITS, 2,661 OUTPATIENT ONCOLOGY INFUSIONS, 7,650 OUTPATIENT EKG EXAMS, 1,218 OUTPATIENT ORTHOPEDIC PROCEDURES, 27,028 OUTPATIENT RADIOLOGY EXAMS, 18,044 OUTPATIENT CT SCANS, 16,749 OUTPATIENT ULTRASOUNDS, 7,491 OUTPATIENT MRIS, 752 OTHER NUCLEAR MEDICINE TESTS, 15,265 BREAST IMAGING EXAMS, 488,845 OUTPATIENT LAB TESTS, 10,887 OUTPATIENT REHABILITATION/PHYSICAL THERAPY VISITS, AND 37,132 OTHER TESTS AND PROCEDURES. |
| FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: | INPATIENT MEDICAL / SURGICAL AND INTENSIVE CARE ANNA JAQUES HOSPITAL (AJH OR HOSPITAL) IS A 119-BED ACUTE CARE HOSPITAL THAT SERVES PATIENTS OF ALL AGES AND, AS PREVIOUSLY NOTED, SERVES COMMUNITIES IN NORTHERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE. THE HOSPITAL PROVIDES A WIDE RANGE OF INPATIENT CARE INCLUDING MEDICAL SURGICAL SERVICES, OBSTETRICS, INTENSIVE AND CARDIAC CARE AND COMPLETE DIAGNOSTIC FACILITIES. AJH INPATIENT FACILITIES INCLUDE 63 MEDICAL/SURGICAL BEDS AND AN 8 BED INTENSIVE UNIT. THE 12-BED BIRTH CENTER SEES APPROXIMATELY 600 DELIVERIES ANNUALLY AND ALSO SUPPORTS MOTHERS WITH HIGH-RISK PREGNANCIES WITH THE LEVEL IIB NEONATAL CARE CENTER. THE HOSPITAL HAS A SURGICAL SUITE WITH SIX FULLY EQUIPPED OPERATING ROOMS INCLUDING A CARDIAC CATHETERIZATION LABORATORY, FOUR AMBULATORY PROCEDURE ROOMS AND A POST-OPERATIVE CARE UNIT. SURGICAL SERVICES ARE AVAILABLE 24 HOURS A DAY FOR CRITICALLY ILL OR INJURED PATIENTS REQUIRING IMMEDIATE SURGICAL INTERVENTION, OR FOR OTHER PATIENTS ON A NON-EMERGENT OR ELECTIVE BASIS. AJH IS THE ONLY COMMUNITY HOSPITAL IN THE REGION TO PROVIDE INPATIENT PSYCHIATRIC SERVICES TO ADULTS, ADOLESCENTS AND CHILDREN. INPATIENT PSYCHIATRIC CARE AT ANNA JAQUES HOSPITAL PROVIDES SHORT-TERM, ACUTE INPATIENT CARE TO ADULTS AND ADOLESCENTS AGES 16 AND OLDER WITH A BROAD SPECTRUM OF PSYCHIATRIC PROBLEMS. THE INPATIENT PROGRAM IS A 20-BED ACUTE CARE CO-ED UNIT. THE ANNA JAQUES CHILD AND ADOLESCENT PSYCHIATRY PROGRAM PROVIDES STRUCTURED AND SECURE INPATIENT PSYCHIATRIC SERVICES TO CHILDREN AND ADOLESCENTS AGES 4-17. THE 16-BED PROGRAM OFFERS SHORT-TERM INPATIENT TREATMENT AND STABILIZATION. AJH'S SURGEONS PERFORM ORTHOPEDIC PROCEDURES AND IMPLANTS, PLASTIC RECONSTRUCTION, GASTROINTESTINAL, GENERAL SURGICAL (INCLUDING BREAST) GYNECOLOGICAL, OPHTHALMOLOGIC, PODIATRIC, AND UROLOGICAL PROCEDURES. PATIENTS ARE UNDER THE CARE OF THE HOSPITAL'S MEDICAL STAFF, HOSPITALISTS AND/OR GENERAL SURGEONS ALONG WITH NURSES AND PHYSICIAN ASSISTANTS WHO ARE TRAINED IN CARING FOR PATIENTS WITH COMPLEX MEDICAL NEEDS, INCLUDING INTENSIVISTS IN THE ICU. THE NURSING CARE TEAM CONSISTS OF REGISTERED NURSES, SURGICAL TECHNICIANS AND QUALIFIED ANCILLARY PERSONNEL WORKING COLLABORATIVELY WITH SURGICAL AND ANESTHESIA PHYSICIANS. DURING THE PERIOD COVERED BY THIS FILING, ANNA JAQUES HOSPITAL HAD 4,371 INPATIENT DISCHARGES WITH 18,331 PATIENT DAYS, HAD 507 NORMAL NEWBORN DISCHARGES WITH 1,208 NORMAL NEWBORN PATIENT DAYS PERFORMED 522 INPATIENT SURGERIES AND 600 NEWBORN DELIVERIES |
| FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: | EMERGENCY DEPARTMENT ANNA JAQUES HOSPITAL'S EMERGENCY DEPARTMENT (ED) IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK AND PROVIDES EMERGENCY CARE TO ALL PATIENTS, REGARDLESS OF ABILITY TO PAY. THE PHYSICIANS PROVIDE AROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE AJH EMERGENCY DEPARTMENT. A HIGHLY TRAINED NURSING STAFF ALSO PROVIDES CARE TO PATIENTS IN THE ED. AJH OPERATES AS A LEVEL III TRAUMA CENTER AND CERTIFIED STROKE CENTER. THE HOSPITAL OPERATES A TELE-STROKE PROGRAM WITH ITS SISTER ENTITY BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) WHERE NEUROLOGICAL IMAGES CAN BE TRANSMITTED BETWEEN AJH AND BIDMC, MEANING THAT PATIENTS IN THE GREATER NEWBURYPORT AREA HAVE ACCESS TO THE SAME WORLD-CLASS SPECIALISTS AS PATIENTS AT BIDMC IN BOSTON. THE SYSTEM FACILITATES, WHEN NECESSARY, MULTI-DISCIPLINARY EVALUATION OF IMAGES, RESULTING IN IMPROVED TECHNICAL PERFORMANCE AND FEEDBACK AND DIAGNOSES WITH GREATER DIAGNOSTIC ACCURACY. DURING THE FISCAL PERIOD COVERED BY THIS FILING ANNA JAQUES HOSPITAL HAD 22,714 EMERGENCY DEPARTMENT VISITS. IN ADDITION TO THE PROGRAM SERVICE ACCOMPLISHMENTS NOTED ABOVE, THE HOSPITAL ENGAGED IN SIGNIFICANT COMMUNITY BENEFITS ACTIVITIES. ALSO AS PREVIOUSLY NOTED, THE HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. THE BILH NETWORK HAD SIGNIFICANT ACTIVITIES ACROSS ITS ENTITIES RELATED TO BOTH BEHAVIORAL HEALTH AND OTHER HEALTHCARE INITIATIVES. SEE THE NARRATIVE SUPPORT FOR SCHEDULE H FOR ADDITIONAL DETAILS. |
| FORM 990, PART IV, LINE 12A AND 12B: | THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2025. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), THE JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC. (EHRI) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, AND LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND OTHER AFFILIATES OF EHRI. EACH OF THESE BILH AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. IN ADDITION, THE BILH FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. THE ACCOUNTS OF THE ENTITIES FOR WHICH HMFP SERVES AS MEMBER ARE ALSO INCLUDED IN THE HMFP AND BILH AUDITED FINANCIAL STATEMENTS. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE. |
| FORM 990, PART V, LINE 1A: | AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS A SUPPORT ORGANIZATION AND THE DIRECT OR INDIRECT SOLE MEMBER OF ANNA JAQUES HOSPITAL, INC.. AS PART OF THAT RELATIONSHIP, BILH PROVIDED CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS, INCLUDING AMONG OTHER THINGS, OPERATIONAL SUPPORT SUCH AS PROCESSING PAYROLL AND ACCOUNTS PAYABLE. IN THIS CAPACITY BILH ISSUED ALL FORMS 1099 TO NOT ONLY ITS OWN VENDORS AND SERVICE PROVIDERS, BUT ALSO TO THOSE WHO PROVIDED SERVICES TO ANNA JAQUES HOSPITAL, INC.. FORMS 1099 WERE ALL ISSUED IN THE BILH NAME AND UNDER THE BILH EIN. HOWEVER, IN ACCORDANCE WITH INSTRUCTIONS TO THIS FORM 990, ANNA JAQUES HOSPITAL, INC. IS REPORTING THE NUMBER OF FORMS 1099 RELATED TO SERVICES PERFORMED FOR AND PAYMENTS RELATED TO, ITS SERVICE PROVIDERS AS IF THEY WERE PROCESSED DIRECTLY BY ANNA JAQUES HOSPITAL, INC.. EACH OTHER AFFILIATE IS SIMILARLY REPORTING THE NUMBER OF FORMS 1099 WHICH ARE ATTRIBUTABLE TO THEIR OWN SERVICE PROVIDERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT SOLE MEMBER OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS (LCH), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC. (EHRI) AND EXETER HOSPITAL. EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THIS SAME PERIOD HMFP SERVED AS THE SOLE MEMBER OF ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) AS WELL AS THE DIRECT OR INDIRECT MEMBER OF SEVERAL ADDITIONAL ENTITIES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF THE AFFILIATED ORGANIZATIONS NOTED ABOVE. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. |
| FORM 990, PART VI, SECTION A, LINE 6 | DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS THE SOLE DIRECT MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI) AND BETH ISRAEL LAHEY HEALTH PHARMACY. EACH OF THESE ENTITIES MAY HAVE, IN TURN, SERVED AS THE DIRECT OR INDIRECT MEMBER OF THE FILING ENTITY, WITH RESERVED POWERS TO BILH. SEE ADDITIONAL INFORMATION IN FORM 990 PART VI QUESTIONS 7A AND 7B. |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE FORM 990, PART VI SECTION A LINE 7B BELOW |
| FORM 990, PART VI, SECTION A, LINE 7B | AS NOTED PREVIOUSLY IN THIS FORM 990, BETH ISRAEL LAHEY HEALTH, INC. IS ANNA JAQUES HOSPITAL, INC.'S SOLE MEMBER. THE MEMBER OF ANNA JAQUES HOSPITAL, INC. HAS THE RIGHTS AND POWERS DELINEATED BELOW, AS DESIGNATED IN ANNA JAQUES HOSPITAL, INC.'S BY-LAWS. ANNA JAQUES HOSPITAL, INC. MAY BE REFERRED TO AS "THE CORPORATION" IN THE PARAGRAPHS BELOW. RESERVED POWERS SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND ANNA JAQUES HOSPITAL, INC.'S BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO ANNA JAQUES HOSPITAL, INC.'S BOARD OF TRUSTEES ("BOARD") IN THE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF ANNA JAQUES HOSPITAL, INC.'S BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE ANNA JAQUES HOSPITAL, INC.'S BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. THE MEMBER MAY NOT CAUSE THE CORPORATION TO CEASE OPERATING A SEPARATELY LICENSED HOSPITAL FACILITY, OR CLOSE ANY ESSENTIAL SERVICE OF SUCH HOSPITAL FACILITY, WITHOUT CONSULTING WITH THE BOARD PRIOR TO TAKING SUCH ACTION. APPOINTMENT, REAPPOINTMENT AND REMOVAL OF BOARD MEMBERS AND CERTAIN EX-OFFICIO STATUS THE MEMBER SHALL HAVE THE EXCLUSIVE AUTHORITY, AFTER CONSULTATION WITH THE CHAIR OF ANNA JAQUES HOSPITAL, INC.'S BOARD AND THE ANNA JAQUES HOSPITAL, INC. PRESIDENT AND REVIEW OF RECOMMENDATIONS, IF ANY, MADE BY THE BOARD, 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. NOTWITHSTANDING THE FOREGOING, ANY REMOVAL SHALL BE FOLLOWING NOTICE TO THE CHAIR (OR THE VICE-CHAIR IF THE CHAIR IS THE SUBJECT OF REMOVAL) AND AN OPPORTUNITY FOR THE CHAIR TO BE HEARD BY THE MEMBER'S BOARD OR A STANDING OR AD HOC COMMITTEE THEREOF, EXCEPT IN CIRCUMSTANCES WHERE THE MEMBER DETERMINES THAT IMMEDIATE REMOVAL IS IN THE BEST INTEREST OF THE CORPORATION. IN ADDITION, THE FOLLOWING SERVE EX-OFFICIO ON ANNA JAQUES HOSPITAL, INC.'S BOARD: - PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE MEMBER OR HIS OR HER DESIGNEE - THE PRESIDENT OF THE CORPORATION, WHO REPORTS TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE MEMBER BOARD POWERS AND RESPONSIBILITIES THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. LIMITATIONS ON BOARD POWERS EXCEPT AS OTHERWISE PROVIDED IN ANNA JAQUES HOSPITAL, INC.'S BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER LEGAL ENTITIES; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER ANNA JAQUES HOSPITAL, INC.'S BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) IMMEDIATELY ABOVE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER LEGAL ENTITY SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER LEGAL ENTITY UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, ANNA JAQUES HOSPITAL, INC.'S MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER LEGAL ENTITY UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY ANNA JAQUES HOSPITAL, INC.'S MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE LEGAL ENTITIES OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF ANNA JAQUES HOSPITAL, INC.'S MEMBER'S BOARD. OFFICERS APPOINTED BY PERSONS OTHER THAN THE GOVERNING BODY: THE FOLLOWING OFFICERS EACH SERVE EX-OFFICIO, DO NOT HAVE TERMS AND RETAIN THEIR RESPECTIVE POSITIONS AS OFFICERS SO LONG AS THEY RETAIN THE POSITIONS WITH THE MEMBER UPON WHICH EX-OFFICIO STATUS IS CONFERRED: - THE CEO, WHO SHALL BE THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE MEMBER; - THE TREASURER, WHO SHALL BE THE TREASURER OF THE MEMBER AND WHO IS ALSO THE CHIEF FINANCIAL OFFICER OF THE MEMBER; - ASSISTANT TREASURER, WHO SHALL BE THE CHIEF FINANCIAL OFFICER (OR COMPARABLE POSITION) OF THE CORPORATION - THE CLERK, WHO SHALL BE THE CLERK OF THE MEMBER AND WHO ALSO SERVES AS GENERAL COUNSEL OF THE MEMBER; - THE ASSISTANT CLERK, WHO SHALL BE THE ATTORNEY IN THE BETH ISRAEL LAHEY HEALTH OFFICE OF GENERAL COUNSEL SUPPORTING THE CORPORATION THE PRESIDENT OF THE CORPORATION SHALL BE APPOINTED, AND MAY BE REMOVED, BY THE CEO AFTER CONSULTATION WITH ANNA JAQUES HOSPITAL, INC.'S BOARD CHAIR. COMPENSATION: COMPENSATION FOR THE PRESIDENT SHALL BE SET BY THE MEMBER AFTER CONSULTATION WITH ANNA JAQUES HOSPITAL, INC.'S BOARD CHAIR. COMPENSATION FOR SENIOR EXECUTIVES OF THE CORPORATION SHALL BE SET IN ACCORDANCE WITH POLICIES AND PROCEDURES ESTABLISHED BY THE MEMBER. SEE FORM 990 PART VI SECTION B QUESTIONS 15A AND 15B AS WELL AS FORM 990 SCHEDULE J PART I FOR ADDITIONAL DETAILS. STANDING COMMITTEES OF THE BOARD: ANNA JAQUES HOSPITAL, INC.'S BOARD SHALL HAVE THE FOLLOWING MANDATORY STANDING COMMITTEES UNLESS OTHERWISE AUTHORIZED BY THE MEMBER: - FINANCE - QUALITY/PATIENT EXPERIENCE AND CARE ASSESSMENT - GOVERNANCE/NOMINATING - MEDICAL STAFF APPOINTMENT - PHILANTHROPY CONFLICT OF INTEREST AND CONFIDENTIALITY OFFICERS, TRUSTEES AND NON-TRUSTEE COMMITTEE MEMBERS SHALL COMPLY IN ALL RESPECTS WITH THE CONFLICT OF INTEREST POLICIES AND PROCEDURES AND THE STATEMENT OF CONFIDENTIALITY OBLIGATIONS ADOPTED BY THE MEMBER FOR APPLICABILITY TO ALL SUBSIDIARIES AND AFFILIATES OF THE MEMBER. SEE FORM 990 PART VI SECTION B QUESTIONS 12A, 12B AND 12C FOR ADDITIONAL DETAILS |
| FORM 990, PART VI, SECTION B, LINE 11B | AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE DIRECT OR INDIRECT SOLE MEMBER OF ANNA JAQUES HOSPITAL, INC.. 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 ANNA JAQUES HOSPITAL, INC. 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. ANNA JAQUES HOSPITAL, INC.'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. ANNA JAQUES HOSPITAL, INC.'S FORM 990, ALONG WITH THE FORMS 990 OF ALL ENTITIES IN THE BILH NETWORK, ARE DISCUSSED WITH THE BILH AUDIT AND COMPLIANCE COMMITTEE. DELOITTE SIGNS THE FINAL RETURNS. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF ANNA JAQUES HOSPITAL, INC.'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS NOTED THROUGHOUT THIS FILING, ANNA JAQUES HOSPITAL, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM OF AFFILIATES. ALL ENTITIES IN THE BILH NETWORK ADHERE TO THE BILH CONFLICT OF INTEREST POLICY AND MAINTAIN A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY WHICH HAS BEEN ADOPTED AT THE ENTITY LEVEL. PURSUANT TO THESE POLICIES, BILH ENTITIES' OFFICERS, TRUSTEES AND KEY EMPLOYEES AS WELL AS CERTAIN OTHER INDIVIDUALS ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE (COI-TQ). THE COI-TQ IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS AND FAMILY RELATIONSHIPS AND AFFILIATIONS MAINTAINED BY OFFICERS, TRUSTEES, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A REAL OR PERCEIVED CONFLICT OF INTEREST. THE BILH OFFICE OF INTEGRITY AND COMPLIANCE, IN CONJUNCTION WITH THE BILH TAX DEPARTMENT, ADMINISTERS THE COI-TQ PROCESS ANNUALLY. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES. A SUMMARY OF POSITIVE RESPONSES FOR EACH BILH AFFILIATE IS PROVIDED TO THE COMPLIANCE OFFICER FOR THAT ENTITY FOR REVIEW FINAL DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICIES IS SUBJECT TO ONGOING REVIEW BY ANNA JAQUES HOSPITAL, INC. AS WELL AS THE BILH INTEGRITY AND COMPLIANCE OFFICE. PURSUANT TO THE BILH CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A MANAGEMENT PLAN INCLUDING DISCLOSURE AND RECUSAL WHICH REQUIRES APPROPRIATE DOCUMENTATION IN THE MINUTES. IN ADDITION, AS NOTED ABOVE, THE ANNUAL COI-TQ PROCESS OUTLINED ABOVE IS JOINTLY ISSUED BY THE BILH TAX DEPARTMENT, TO ENSURE THAT THE QUESTIONNAIRE IS DISTRIBUTED TO ALL CURRENT AND FORMER MEMBERS OF THE ANNA JAQUES HOSPITAL, INC. 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 ANNA JAQUES HOSPITAL, INC. TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS NOTED THROUGHOUT THIS FILING, ANNA JAQUES HOSPITAL, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS ANNA JAQUES HOSPITAL, INC.'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. IN THIS ROLE BILH MAINTAINS THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EXECUTIVES, SENIOR MANAGEMENT, OFFICERS AND KEY EMPLOYEES OF THE ENTITIES WHICH COMPRISED THE BETH ISRAEL LAHEY HEALTH NETWORK. THE BILH COMPENSATION COMMITTEE IS THEREFORE RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES AND EXCEPT AS OTHERWISE NOTED BELOW OR IN FORM 990 SCHEDULE J, THE COMPENSATION REPORTED IN THIS FORM 990 FOR ANNA JAQUES HOSPITAL, INC.'S OFFICERS AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE BETH ISRAEL LAHEY HEALTH (BILH) COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER MEMBERS OF EXECUTIVE MANAGEMENT IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS NOTED THROUGHOUT THIS FILING, ANNA JAQUES HOSPITAL, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS ANNA JAQUES HOSPITAL, INC.'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. ANNA JAQUES HOSPITAL, 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 | PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 11,977,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,977,416. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 5,742,051. MANAGEMENT AND GENERAL EXPENSES 230,243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,972,294. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 3,016,578. MANAGEMENT AND GENERAL EXPENSES 9,438. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,026,016. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 134,389. MANAGEMENT AND GENERAL EXPENSES 50,975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,364. CLINICAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 12,156. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,156. LAB SERVICES FROM AFFILIATES: PROGRAM SERVICE EXPENSES 226,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,950. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FUNDED STATUS OF BENEFITS PLANS 5,769,922. PLEDGE AND FUND ADJUSTMENTS -84,062. TRANSFER OF NET ASSETS FROM AFFILIATES 447,464. PENSION EXPENSE CHANGE IN FUNDED STATUS OF BENEFITS PLANS OTHER |
| PART XII, LINE 2C: | AS NOTED THROUGHOUT THIS FORM 990, ANNA JAQUES HOSPITAL, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. BETH ISRAEL LAHEY HEALTH (BILH) SERVES AS THE DIRECT OR INDIRECT MEMBER OF ANNA JAQUES HOSPITAL, INC. AND ANNA JAQUES HOSPITAL, INC. IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BETH ISRAEL LAHEY HEALTH. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (64 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON GILBERT SOCIETY INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 464371382 | PROFESSIONAL SERVICES & FINANCIAL SUPPORT | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| 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) | ||||||
| BETH ISRAEL LAHEY HEALTH INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 832671600 | MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES | MA | 501(C)(3) | 12C, III-FI | 0 | N/A | ||||||
| BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP | ||||||||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02215 | 043200113 | OUTPATIENT AMBULATORY CENTER - INACTIVE | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042794855 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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 | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | 0 | BETH ISRAEL DEACONESS MEDICAL CENTER | EXCLUDED | 0.09300 | |||
| 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 | |||||
| NEBSC HOSPITAL HOLDINGS LLC | ||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 874293833 | INVESTMENT PARTNERSHIP | MA | N/A | 0 | 0 | |||||
| NEW ENGLAND BAPTIST SURGERY CENTER LLC | ||||||||||||||
| 100 AVON MEADOW LANE | AVON | MA | 06001 | 874311329 | AMBULATORY SURGERY CENTER | MA | N/A | 0 | 0 | |||||
| PHYSICIANS PROFESSIONAL SERVICES LLP | ||||||||||||||
| 200 RIVERS EDGE DRIVE | MEDFORD | MA | 02155 | 043275078 | TO PROVIDE MEDICAL BILLING SERVICES | MA | N/A | 0 | 0 | |||||
| SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC | ||||||||||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 383989358 | MRI SERVICES | MA | 0 | 0 | ANNA JAQUES HOSPITAL | EXCLUDED | 0.77750 | $1,081,112 | $640,620 | |
| 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 | |||||
| BILH INVESTMENT PARTNERSHIP LLP | ||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 043278109 | INVESTMENT PARTNERSHIP | 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | 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 | ANNA JAQUES HOSPITAL INC | C | $700,069 | 1.00000 | Yes (1) | |||||
| HUNTINGFIELD CORPORATION | ||||||||||||||||
| C/O LCF 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 520717412 | TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS | DE | C | 0 | N/A | |||||||
| LAHEY CLINIC INSURANCE CO LTD | ||||||||||||||||
| INSURANCE | C | 0 | N/A | CRAIG APPIN HOUSE PO BOX HM 2450 | HAMILTON | BD | BD | |||||||||
| LEDGEWOOD HEALTH CARE CORPORATION | ||||||||||||||||
| 87 HERRICK STREET | BEVERLY | MA | 01915 | 042855189 | NURSING HOME | MA | C | 0 | N/A | |||||||
| NORTHEAST PROPRIETARY CORP | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042855191 | MEDICAL SERVICES | MA | C | 0 | N/A | |||||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042932059 | MANAGEMENT SERVICES | MA | C | 0 | N/A | |||||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043262963 | PHYSICIAN GROUP | MA | C | 0 | N/A | |||||||
| INSCRIPTRX INC | ||||||||||||||||
| 80 WILSON WAY | WESTWOOD | MA | 02090 | 934223952 | PHARMACY BENEFITS MANAGEMENT | MA | C | 0 | N/A | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | 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 (23 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SEE PART VII | ||
| Q | $50,038 | FMV |
| SEE PART VII | ||
| M | $8,926,963 | FMV |
| SEE PART VII | ||
| E | $1,610,000 | FMV |
| SEE PART VII | ||
| M | $163,148,360 | FMV |
| SEE PART VII | ||
| O | $380,252 | FMV |
| SEE PART VII | ||
| P | $11,262,970 | FMV |
| SEE PART VII | ||
| R | $105,352,327 | FMV |
| SEE PART VII | ||
| S | $635,211 | FMV |
| SEE PART VII | ||
| P | $57,534 | FMV |
| SEE PART VII | ||
| M | $421,097 | FMV |
| SEE PART VII | ||
| M | $116,928 | FMV |
| SEE PART VII | ||
| M | $956,124 | FMV |
| SEE PART VII | ||
| M | $67,938 | FMV |
| SEE PART VII | ||
| O | $3,636,062 | FMV |
| SEE PART VII | ||
| P | $599,278 | FMV |
| SEE PART VII | ||
| Q | $6,772,774 | FMV |
| SEE PART VII | ||
| J | $179,684 | FMV |
| SEE PART VII | ||
| Q | $1,664,971 | FMV |
| SEE PART VII | ||
| R | $635,538 | FMV |
| SEE PART VII | ||
| S | $120,191 | FMV |
| SEE PART VII | ||
| M | $170,288 | FMV |
| SEE PART VII | ||
| D | $2,821,635,366 | FMV |
| SEE PART VII | ||
| E | $16,463,752 | FMV |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCH R, PART V, LN 1D LOANS/LOAN GUARANTEES TO/FOR RO | ANNA JAQUES HOSPITAL (AJH) IS A MEMBER OF THE BILH OBLIGATED GROUP AND AS SUCH IS JOINTLY AND SEVERALLY LIABLE FOR ALL DEBT OF THE OBLIGATED GROUP. IN THIS CAPACITY, AJH HAS MADE LOAN GUARANTEES TO THE FOLLOWING OTHER MEMBERS OF THE OBLIGATED GROUP TOTALING $2,821,635,366: 1. BETH ISRAEL DEACONESS MEDICAL CENTER 2. LAHEY CLINIC FOUNDATION 3. MOUNT AUBURN HOSPITAL 4. NORTHEAST HOSPITAL CORP 5. WINCHESTER HOSPITAL 6. BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH 7. NEW ENGLAND BAPTIST HOSPITAL 8. BETH ISRAEL DEACONESS HOSPITAL MILTON 9. BETH ISRAEL DEACONESS HOSPITAL NEEDHAM 10. EXETER HOSPITAL |
| FORM 990, SCH R, PART V, LN 1E LOANS/LOAN GUARANTEES BY RO | ANNA JAQUES HOSPITAL (AJH) IS A MEMBER OF THE BILH OBLIGATED GROUP AND AS SUCH ALL OTHER MEMBERS OF THE BILH OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR THE OBLIGATED GROUP DEBT OUTSTANDING AT AJH. IN THIS CAPACITY, THE ENTITIES LISTED BELOW HAVE LOAN GUARANTEES TO AJH TOTALING $18,073,752: 1. BETH ISRAEL DEACONESS MEDICAL CENTER 2. LAHEY CLINIC FOUNDATION 3. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS 4. LAHEY CLINIC, INC. 5. MOUNT AUBURN HOSPITAL 6. MOUNT AUBURN PROFESSIONAL SERVICES 7. NORTHEAST HOSPITAL CORP. 8. WINCHESTER HOSPITAL 9. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH 10. NEW ENGLAND BAPTIST HOSPITAL 11. BETH ISRAEL DEACONESS HOSPITAL - MILTON 12. BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM 13. EXETER HOSPITAL 14. MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE |
| FORM 990, SCH R, PART V, LN 1J - LEASE OF FAC/EQUIP/OTHER ASSETS TO RO | ANNA JAQUES HOSPITAL (AJH) IS THE SOLE MEMBER OF SEACOAST AFFILIATED GROUP PRACTICE (SAGP). AS NOTED ELSEWHERE IN THIS FILING, SAGP IS TAX-EXEMPT UNDER IRC 501(C)(3) AND PROVIDES MEDICAL CARE SERVICES TO PATIENTS IN THE AJH COMMUNITY. AS PART OF THE CLOSE CONNECTION BETWEEN AJH AND SAGP, SAGP LEASES SPACE FROM AJH TO USE IN FURTHERANCE OF THE SAGP, AJH AND BILH TAX-EXEMPT PURPOSES. SAGP PAID AJH $179,684 FOR SPACE RENTAL. |
| FORM 990, SCH R, PART V, LN 1M - PERF OF SVCS/MEMBERSHIP/FUNDRAISING BY RO | AS NOTED THROUGHOUT THIS FILING, AJH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF AJH'S AFFILIATES PROVIDED SERVICES TO AJH IN FURTHERANCE OF THE EXEMPT PURPOSE OF AJH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, AJH RECEIVED THE FOLLOWING SERVICES FROM ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. AS A SUPPORT ORGANIZATION OF AJH, BILH PROVIDES CENTRALIZED SUPPORT TO, AND OVERSEES THE FINANCIAL WELL-BEING OF, ITS NETWORK OF SUPPORTED ORGANIZATIONS. THESE ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING AREAS: EXECUTIVE MANAGEMENT AND OPERATIONAL LEADERSHIP, STRATEGIC PLANNING, HUMAN RESOURCES AND BENEFIT PLAN STRUCTURING, DEVELOPMENT AND FUNDRAISING, COMPLIANCE, GOVERNANCE AND LEGAL, PAYOR CONTRACTING, REVENUE CYCLE, FINANCIAL PLANNING & ANALYSIS, CAPITAL PLANNING, FINANCE AND ACCOUNTING INCLUDING PROCESSING PAYROLL AND ACCOUNTS PAYABLE, INTERNAL AND EXTERNAL AUDIT, INSURANCE, DEBT STRUCTURING SUPPORT AND FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT, TAX SERVICES, INVESTMENT MANAGEMENT SERVICES, SUPPLY CHAIN MANAGEMENT AND PURCHASING AND NETWORK-WIDE CASH MANAGEMENT. A. NETWORK ASSESSMENT FEE: $18,636,923 B. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $51,143,064 C. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $93,368,373 D. SEE OTHER CODES FOR ADDITIONAL DETAIL. 2. AFFILIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS PHYSICIAN SERVICES TO CARE FOR PATIENTS: $8,926,963 3. NORTHEAST BEHAVIORAL HEALTH CORPORATION PSYCHIATRIC EVALUATION SERVICES: $956,124 4. NORTHEAST HOSPITAL CORPORATION LAB SERVICES: $67,938 5. LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS LAB SERVICES: $116,928 6. WINCHESTER HOSPITAL LAB SERVICES: $170,288 7. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PHYSICIAN SERVICES TO CARE FOR PATIENTS: $421,097 |
| FORM 990, SCH R, PART V, LN 1O SHARING OF PAID EMPLOYEES WITH RO | 1. BETH ISRAEL LAHEY HEALTH, INC. SEE NOTE ABOVE IN CODE M FOR SUPPORTING DETAIL: $380,252 2. NORTHEAST HOSPITAL CORPORATION SHARING OF EMPLOYEES: $3,636,062 |
| FORM 990, SCH R, PART V, LN 1P - REIMB. PAID TO RO FOR EXPENSES | AS NOTED THROUGHOUT THIS FILING, AJH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, AJH REIMBURSED ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED ON BEHALF OF AJH IN FURTHERANCE OF THE EXEMPT PURPOSE OF AJH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, AJH MADE THE FOLLOWING REIMBURSEMENTS FOR EXPENSES TO ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. EMPLOYEE SALARY AND BENEFITS CHARGES: $11,262,970 2. BETH ISRAEL LAHEY HEALTH PHARMACY, INC. PHARMACY OPERATIONAL COSTS: $57,534 3. NORTHEAST HOSPITAL CORPORATION MANAGEMENT AND LEADERSHIP EXPENSES: $554,643 |
| FORM 990, SCH R, PART V, LN 1Q - REIMB. PAID BY RO FOR EXPENSES | AS NOTED THROUGHOUT THIS FILING, AJH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, AJH WAS REIMBURSED BY ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED IN FURTHERANCE OF THE EXEMPT PURPOSE OF AJH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, AJH RECEIVED THE FOLLOWING REIMBURSEMENTS FOR EXPENSES FROM ITS TAX-EXEMPT AFFILIATES: 1. MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE PHYSICIAN FRINGE BENEFITS: $50,038 2. NORTHEAST HOSPITAL CORPORATION A. PSYCHIATRIC CARE EXPENSES: $6,657,993 B. EMPLOYEE BENEFITS: $114,781 3. SEACOAST AFFILIATED GROUP PRACTICE BENEFITS, CREDENTIALING, AND OTHER OPERATING COSTS: $1,664,971 |
| FORM 990, SCH R, PART V, LN 1R OTHER TRANSFER OF CASH/PROP TO RO | AS NOTED THROUGHOUT THIS FILING, AJH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, AJH TRANSFERRED CASH TO ONE OR MORE OF ITS AFFILIATED ENTITIES AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF AJH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, AJH TRANSFERRED THE FOLLOWING CASH OR PROPERTY TO ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. SEE NOTE ABOVE IN CODE M FOR SUPPORTING DETAIL: $105,352,327 2. SEACOAST AFFILIATED GROUP PRACTICE A. PSYCHIATRIC CARE EXPENSES: $126,460 B. SALARY AND OTHER ADMINISTRATIVE COSTS: $56,856 C. INSURANCE PREMIUM REBATE: $452,222 |
| FORM 990, SCH R, PART V, LN 1S OTHER TRANSFER OF CASH/PROP FROM RO | AS NOTED THROUGHOUT THIS FILING, AJH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF ITS AFFILIATED ENTITIES MADE CASH PAYMENTS TO AJH AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF AJH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, THE FOLLOWING CASH OR PROPERTY WAS TRANSFERRED TO AJH BY ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. A. NET ASSET TRANSFERS: $447,463 B. OTHER TRANSFERS: $187,748 2. SEACOAST AFFILIATED GROUP PRACTICE, INC. A. CASH AND OTHER TRANSFERS: $120,191 |
Comments