2026-08-14T16:55:34-05:00 2025-09-30 861065772 DELOITTE TAX LLP 7900 TYSONS ONE PLACE SUITE 800 MCLEAN VA 221024219 990 2024-10-01 042103612 NEW ENGLAND BAPTIST HOSPITAL NEWE 7817448924 CO BILH TAX 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 SCOTT HERNDON TREASURER 7817448924 2026-08-13 0 0 RACHEL KAUFMAN P01485017 7032511000 2026-08-12 2024 2025-03-06 01:10:19Z KEVIN TABB MD C/O BILH TAX 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 205386236 0 X WWW.NEBH.ORG X 1889 MA SEE SCHEDULE O 17 14 1261 14 2314814 0 2782677 6106984 207154320 182860395 2504809 3487161 6857343 9277676 219299149 201732216 147750 506415 0 0 92751550 82222347 25772 13562 739855 146162492 137217557 239087564 219959881 -19788415 -18227665 275459980 263484113 95880711 86626839 179579269 176857274 X SEE SCHEDULE O 0 0 191428931 506415 115283229 SEE SCHEDULE O 72248382 SEE SCHEDULE O 191428931 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 0 0 1 X 254 0 1 1261 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 17 14 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 AL AR CA CO CT FL GA IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI TN UT VA WA WI WV X KAREN WOLFSON AVP TAXATION 7817448924 BILH SCHRAFFTS CITY CENTER 4TH FL CHARLESTOWN MA 02129 HEALY PETER TTEE (EXO) (DIV PRES, METRO BOSTON) 1.00 64.00 X 0 1396570 60310 MATTINGLY MD DAVID TTEE EXOFF; SURG CHIEF & ORTHO CHAIR 1.00 55.00 X 0 1331613 34749 SMITH MD ERIC TTEE (EX-OFF) (CHAIR, ORTHOPEDICS) 55.00 0.00 X 1130396 0 20212 PASSAFARO DAVID PRESIDENT & TRUSTEE (EX-OFFICIO) 55.00 1.00 X X 679545 0 27417 BASILICO MD FACC FREDERICK C TTEE EX-OFF; CHIEF PHYS, MED/CARDIO 1.00 55.00 X 0 601330 30244 CRUZ-GERVIS MD ROBERTO TTEE EXO; MED STFF PRES/CHF HOSP SVC 1.00 55.00 X 0 461407 43828 HOLLENBECK MD BRIAN TTEE (EX-OFF),SRVP,CMO CHF,INFCT DIS 1.00 55.00 X 0 452815 46311 SMITH RN MS MARY SULLIVAN TTEE EX-OFF/INT PRES; SVP, COO & CNO 55.00 1.00 X X 466846 0 31179 BACHMAN JOHN JEB TRUSTEE AND VICE CHAIR 1.00 0.00 X X 0 0 0 COLLINS CHRISTOPHER TRUSTEE AND CHAIR 1.00 0.00 X X 0 0 0 GALBRAITH MBA FACHE KATIE PRESIDENT & TRUSTEE (EX-OFFICIO) 1.00 1.00 X X 0 0 0 ALBANESE JOSEPH TRUSTEE 1.00 0.00 X 0 0 0 BARKER ESQ THOMAS R TRUSTEE 1.00 0.00 X 0 0 0 CAHILL GREGORY TRUSTEE 1.00 0.00 X 0 0 0 JACKSON JOHN TRUSTEE 1.00 0.00 X 0 0 0 KARUSH JONATHAN TRUSTEE 1.00 0.00 X 0 0 0 KIGIN COLLEEN TRUSTEE 1.00 0.00 X 0 0 0 KRONCKE BARBARA TRUSTEE 1.00 0.00 X 0 0 0 NAGER NANCY TRUSTEE 1.00 0.00 X 0 0 0 OHAEGBALUM MD CHIMA TTEE EXOF; PRES MED STAFF; NEUROSRGN 1.00 1.00 X 0 0 0 RICHARDS II ANTHONY TRUSTEE 1.00 0.00 X 0 0 0 WILLIAMS JUDENE TRUSTEE 1.00 0.00 X 0 0 0 TABB MD KEVIN CEO (EX-OFF) (CEO, BILH) 1.00 64.00 X 0 3665891 1068480 RIOS CINDY TREAS (EX-OFF) (EXEC VP & CFO, BILH) 1.00 64.00 X 0 1386253 2208450 KATZ ESQ JAMIE CLERK (EX-OFF); BILH GENERAL COUNSEL 1.00 63.00 X 0 1001061 33790 FRANCIOLI CARL TREAS EX-OF; BILH INTRM CFO/BSTN CFO 1.00 64.00 X 0 558652 54959 SMITH MBA BRIAN ASST TREAS EXOF & METRO BSTN MKT CFO 1.00 58.00 X 0 331409 41215 TIMKO ESQ APRIL ASST CLERK (ASSOC GC BILH) 1.00 55.00 X 0 197092 47420 GEVITZ ESQ KATHRYN ASST CLERK; ASSOC GEN COUNSEL, BILH 1.00 57.00 X 0 184241 19255 HERNDON MBA CPA FACHE SCOTT TREAS (EX-OFF) (EXEC VP & CFO, BILH) 1.00 40.00 X 0 0 0 O'MALLEY RN MSN MBA ROSEMARY INTERIM CHIEF NURSING OFFICER 55.00 0.00 X 249794 0 27436 GIORDANO RN VALERIE CHIEF OF STAFF AND VP, REAL ESTATE 55.00 0.00 X 223011 0 32392 LEGASSIE PAIGE VP, HUMAN RESOURCES BUSINESS PARTNER 55.00 2.00 X 182681 0 17727 WARD MD DANIEL CHIEF, DIVISION OF ARTHROPLASTY 55.00 0.00 X 1468531 0 62394 MATEJKA MD JAN P ANESTHESIOLOGIST 55.00 0.00 X 593834 0 82099 PATEL MD SAMIR ANESTHESIOLOGIST 55.00 0.00 X 571220 0 60994 HAYEK MD JIHAD JAY CHAIR, DEPARTMENT OF PATHOLOGY 55.00 0.00 X 389807 0 38379 IDE RN PATRICIA EXEC DIRECTOR QUALITY/PATIENT SAFETY 55.00 0.00 X 252184 0 41403 6207849 11568334 4130643 288 0 1 0 BETH ISRAEL LAHEY HEALTH INC 529 MAIN STREET 4TH FL CHARLESTOWN MA 02129 MGMT/FIN/LEGAL/HR/OTHER 86941274 LONGWOOD SPECIALTY PHYSICIANS 375 LONGWOOD AVENUE SUITE 3 BOSTON MA 02215 PHYSICIAN SERVICES 7373320 HEALTHCARE WORKFORCE LOGISTICS LLC 2655 NORTHWINDS PARKWAY ALPHARETTA GA 30009 HEALTHCARE SERVICES 2815966 C & W FACILITY SERVICES INC PO BOX 854002 MINNEAPOLIS MN 554854002 FACILITIES MAINTENANCE 2000152 SODEXO INC PO BOX 360170 PITTSBURGH PA 15251 FOOD & FACILITIES MGMT SERVICES 1644012 28 321049 5785935 1940667 6106984 OUTPATIENT CARE NPSR 622110 107497560 107497560 INPATIENT CARE NPSR 622110 72248382 72248382 SERVICES TO AFFILIATES 622110 2764948 2764948 OUTPATIENT LABS NPSR 622110 318315 318315 SPONSORED RESEARCH 541700 31190 31190 182860395 3352882 -29973 3382855 1254254 1254254 3643954 3351617 292337 292337 124448 167889 134279 0 134279 134279 134279 131786 321049 302403 -170617 -170617 REBATES AND REFUNDS 622110 3072687 3072687 LEASED PHYSICIANS 622110 1793933 1793933 INSURANCE PREM REBATE 525100 998440 998440 2036642 600089 292127 1144426 7901702 201732216 187531611 2314814 5778807 506415 506415 3088636 2938054 150582 63641606 60538856 3102750 2795616 2659320 136296 7102279 6756018 346261 5594210 5321473 272737 26903831 5999664 20177874 726293 67751 67751 13562 13562 21034919 20052977 981942 360724 354972 5752 9846743 8796409 1050334 21067 21067 1409281 1409281 9404560 8276026 1128534 712790 712790 MEDICAL SUPPLIES 55061765 55061765 MEDICAID ASSESSMENT 4891932 4891932 MAINTENANCE CONTRACTS 3471238 3106290 364948 PHARMACEUTICALS 2250570 2250570 1780386 1775052 5334 219959881 191428931 27791095 739855 26766 -590714 1606510 1504948 31311737 22945147 4326522 3375087 586681 221040 285340982 219424690 82379819 65916292 40595927 30200429 74926623 98819540 39699395 41092344 275459980 263484113 22887250 18982962 560000 40945077 40619287 31488384 27024590 95880711 86626839 X 144444994 135403142 35134275 41454132 179579269 176857274 275459980 263484113 X -18227665 14396885 1108785 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1 0 0 0 1 0 1 67751 67751 0 PART II-B, LINE 1: NEW ENGLAND BAPTIST HOSPITAL 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 $67,751 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. 82208999 30594 13389041 4361822 356938 90909874 72185004 105977 11710755 1565064 227673 82208999 61888000 2568424 7908228 179648 72185004 67453000 203000 270000 6038000 61888000 58246000 469000 10125000 1387000 67453000 0.64720 0.21270 0.14010 0 1 0 3956331 3956331 134104667 102704293 31400374 12084539 7574897 4509642 132217276 107132245 25085031 2978169 2013255 964914 65916292 INVESTMENT IN BILHIP 98257068 F INVESTMENTS IN JOINT VENTURES 562472 F 98819540 DEPOSITS 147525 DUE FROM AFFILIATES 12237901 PROF LIABILITY INSURANCE RECOVERY 5816056 OPERATING LEASED ASSETS 22707836 DEFERRED COMPENSATION 183026 41092344 WORKER'S COMP 477653 OPERATING LEASED LIABILITIES 23622591 LEASE DEPOSITS 10723 PROFESSIONAL LIABILITY RESERVES 180772 DEFERRED COMPENSATION 183026 ESTIMATED THIRD PARTY SETTLEMENTS 2549825 27024590 X PART V, LINE 4: UNDER NEW ENGLAND BAPTIST HOSPITAL'S CURRENT LONG-TERM INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 5% OF THE OF QUALIFYING INCOME AVAILABLE MAY BE APPROPRIATED. IN ESTABLISHING THESE POLICIES, NEW ENGLAND BAPTIST HOSPITAL CONSIDERED THE EXPECTED RETURN ON ITS ENDOWMENT AND ITS PROGRAMMING NEEDS. ACCORDINGLY, NEW ENGLAND BAPTIST HOSPITAL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER AND TO PROVIDE A PREDICTABLE AND STABLE SOURCE OF REVENUE TO THE ANNUAL OPERATING BUDGET. ADDITIONAL REAL GROWTH WILL BE PROVIDED THROUGH NEW GIFTS OR EXCESS INVESTMENT RETURN. PART X, LINE 2: BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY. GALA 413200 281414 131786 83961 84262 12500 121680 BOSTON MARATHON 39635 39635 452835 321049 131786 83961 84262 12500 121680 302403 -170617 SCHEDULE G, PART II 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. 1 1 1 X 400.000000000000 1 X 1 0 1 1 1221759 29941 1191818 0.00540 1373179 1019782 353397 0.00160 2594938 1049723 1545215 0.00700 783523 783523 0.00360 716518 507271 209247 0.00100 14339429 6331594 8007835 0.03640 841575 31190 810385 0.00370 161981 161981 0.00070 16843026 6870055 9972971 0.04540 19437964 7919778 11518186 0.05240 68150 68150 0.00030 411001 411001 0.00190 98557 98557 0.00040 17716 17716 0.00010 595424 595424 0.00270 1 262994 71060053 90440658 -19380605 X 1 1 1 NEW ENGLAND BAPTIST SURGERY CENTER LLC AMBULATORY SURGERY CENTER FOR PATIENT CARE 1 1 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER AVENUE BOSTON MA 02120 WWW.NEBH.ORG 2059 X X X NEW ENGLAND BAPTIST HOSPITAL 1 0 0 1 X X X X X X X X X 24 1 1 0 1 X SEE PART VI 1 24 1 SEE PART VI 0 1 X 400.000000000000 X X 1 1 X X X 1 X SEE PART VI X SEE PART VI X SEE PART VI X X X X X X 1 X 0 X X X 1 X 0 0 NEW ENGLAND BAPTIST 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. NEW ENGLAND BAPTIST HOSPITAL PART V, SECTION B, LINE 11: NEW ENGLAND BAPTIST HOSPITAL: 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. 3 1 - NEBH OUTPATIENT CARE AT CHESTNUT HILL 830 BOYLSTON ST208 BASEMENT LEVEL CHESTNUT HILL MA 02467 MEDICAL/SURGICAL 2 - NEW ENGLAND BAPTIST SURGICARE 1 BROOKLINE PLACE 2ND FL SUITE 201 BROOKLINE MA 02445 INTENSIVE CARE UNIT 3 - NEBH OUTPATIENT SURGERY SATELLITE 40 ALLIED DRIVE SUITE 200 DEDHAM MA 02026 AMBULATORY CARE SERVICES FORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION FOR SCHEDULE H PART V, SECTION BNEW ENGLAND BAPTIST HOSPITAL AFFILIATIONFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS--COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSBETH ISRAEL LAHEY HEALTH (BILH) IS THE SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL (NEBH). 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." NEBH COMMUNITY BENEFITS MISSION STATEMENT NEW ENGLAND BAPTIST HOSPITAL (NEBH) IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED IN MUSCULOSKELETAL DISEASE AND COLLABORATE ON PROGRAMS TO ADDRESS THESE NEEDS, WITH SPECIAL FOCUS ON UNDERSERVED POPULATIONS THROUGH OUTREACH, EDUCATION AND PROVISION OF SERVICES TO ADDRESS MUSCULOSKELETAL HEALTH. NEBH'S COMMUNITY BENEFITS MISSION IS FULFILLED BY: - INVOLVING NEBH 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 IMPACTED BY HEALTH ISSUES AND OTHER SOCIAL AND ECONOMIC FACTORS; - IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN NEBH'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, NEBH PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $945,504 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMNEBH BOARD OF TRUSTEES ALONG WITH ITS CLINICAL AND ADMINISTRATIVE STAFF IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF RESIDENTS THROUGHOUT ITS CBSA AND BEYOND. WORLD-CLASS CLINICAL EXPERTISE, EDUCATION AND RESEARCH ALONG WITH AN UNDERLYING COMMITMENT TO HEALTH EQUITY ARE THE PRIMARY TENETS OF ITS MISSION. NEBH'S COMMUNITY BENEFITS DEPARTMENT, UNDER THE DIRECT OVERSIGHT OF NEBH'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 NEBH'S IMPLEMENTATION STRATEGY, ENSURING THAT HOSPITAL POLICIES AND RESOURCES ARE ALLOCATED TO SUPPORT PLANNED ACTIVITIES. NEBH'S COMMUNITY BENEFITS PROGRAM IS SPEARHEADED BY THE DIRECTOR OF COMMUNITY AND GOVERNMENT AFFAIRS. THE DIRECTOR OF COMMUNITY AND GOVERNMENT AFFAIRS HAS DIRECT ACCESS AND IS ACCOUNTABLE TO NEBH'S PRESIDENT AND THE BILH VICE PRESIDENT OF COMMUNITY BENEFITS AND COMMUNITY RELATIONS, THE LATTER OF WHOM HAS DIRECT ACCESS AND IS ACCOUNTABLE TO THE DIVISIONAL PRESIDENT, METRO BOSTON, BILH. 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 DEVELOPMENTTHE NEBH COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WORKS IN COLLABORATION WITH NEBH HOSPITAL LEADERSHIP, INCLUDING THE HOSPITAL'S GOVERNING BOARD AND SENIOR MANAGEMENT TO SUPPORT NEBH'S COMMUNITY BENEFITS MISSION TO SERVE ITS PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND TO CREATE A HEALTHY FUTURE FOR THEM, THEIR FAMILIES, AND NEBH'S COMMUNITY. THE CBAC PROVIDES INPUT INTO THE DEVELOPMENT AND IMPLEMENTATION OF NEBH'S COMMUNITY BENEFITS PROGRAMS IN FURTHERANCE OF NEBH'S COMMUNITY BENEFITS MISSION. THE MEMBERSHIP OF NEBH'S CBAC ASPIRES TO BE REPRESENTATIVE OF THE CONSTITUENCIES AND PRIORITY COHORTS SERVED BY NEBH'S PROGRAMMATIC ENDEAVORS, AS WELL AS THOSE FROM CORPORATE AND NON-PROFIT COMMUNITY ORGANIZATIONS. NEBH'S CBAC MEMBERS INCLUDE: - ELAINE ADAMS, FITNESS INSTRUCTOR, ROXBURY TENANTS OF HARVARD, MISSION HILL RESIDENT - LAURA ADAMS, DIRECTOR OF SENIOR SERVICES, ROXBURY TENANTS OF HARVARD AND MISSION HILL - RESIDENT - MELISSA CARLSON, DEPUTY COMMISSIONER OF PROGRAMS AND PARTNERSHIPS, BOSTON AGE STRONG COMMISSION - SOPHIE DEUNG, SENIOR PROGRAMS LEADER, ROXBURY TENANTS OF HARVARD AND MISSION HILL RESIDENT - CHRISTINE DWYER, DIRECTOR, COMMUNITY AND GOVERNMENT RELATIONS, NEBH- PATRICIA FLAHERTY, EXECUTIVE DIRECTOR, MISSION HILL NEIGHBORHOOD HOUSING SERVICES- KAREN GATELY, EXECUTIVE DIRECTOR, ROXBURY TENANTS OF HARVARD - JOHN JACKSON, ADMINISTRATIVE COORDINATOR, BOSTON CENTER FOR YOUTH AND FAMILIES TOBIN COMMUNITY CENTER; BOARD MEMBER, NEBH BOARD OF TRUSTEES - TONI KOMST, BOARD MEMBER, MISSION HILL MAIN STREETS AND MISSION HILL RESIDENT - PAIGE LEGASSIE, VICE PRESIDENT OF HUMAN RESOURCES, NEBH - BRIAN MILLER, SPECIAL EDUCATION TEACHER, MADISON PARK HIGH SCHOOL, BOSTON PUBLIC SCHOOLS - DAVID PASSAFARO, PRESIDENT, NEBH - LYNN STEWART, MANAGER OF AMENITIES AND STUDENT SERVICES, NEBH - COURTNEY WRIGHT, EXECUTIVE DIRECTOR, MISSION MAIN STREETS - DAVID WELCH, BOARD MEMBER, MISSION HILL NEIGHBORHOOD HOUSING SERVICES AND MISSION HILL RESIDENT COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGYMOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT--INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY (IS 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. NEBH COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER 2025. THAT CHNA WAS APPROVED BY THE NEBH BOARD OF TRUSTEES ON SEPTEMBER 10, 2025. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO ADOPTED BY THE BOARD ON SEPTEMBER 10, 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 NEBH'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 NEBH ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW NEBH, 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, NEBH COMPLETED ITS LAST ASSESSMENT IN SEPTEMBER 2025.THE GEOGRAPHICAL FOCUS OF NEBH'S MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) ENCOMPASSES THE MISSION HILL/ROXBURY NEIGHBORHOODS OF BOSTON, AS WELL AS THE CITIES OF DEDHAM, CHESTNUT HILL (NEWTON) AND BROOKLINE. THESE COMMUNITIES DEFINE NEBH'S COMMUNITY BENEFITS SERVICE AREA (CBSA). IN RECOGNITION OF THE CONSIDERABLE HEALTH DISPARITIES THAT EXIST IN SOME COMMUNITIES, NEBH FOCUSES THE BULK OF ITS COMMUNITY BENEFITS RESOURCES ON IMPROVING THE HEALTH STATUS OF LOW-INCOME AND UNDERSERVED POPULATIONS LIVING IN THE BOSTON NEIGHBORHOODS OF MISSION HILL/ROXBURY. WHILE THERE ARE CERTAINLY SEGMENTS OF THE POPULATIONS IN DEDHAM, CHESTNUT HILL (NEWTON), AND BROOKLINE THAT ARE VULNERABLE AND UNDERSERVED, THE GREATEST DISPARITIES EXIST IN BOSTON. IN ORDER TO MAXIMIZE THE IMPACT OF ITS COMMUNITY BENEFITS RESOURCES, NEBH'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) VOTED TO PRIORITIZE AND FOCUS NEBH'S ATTENTION ON THE MORE URBAN, HIGH-NEED COMMUNITIES IN NEBH'S CBSA. COMMUNITY HEALTH ISSUES AND PRIORITY COHORTS FOR NEBH'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). NEBH'S COMMUNITY BENEFITS INVESTMENTS AND RESOURCES WILL FOCUS ON IMPROVING THE HEALTH STATUS OF THOSE WHO ARE MEDICALLY-UNDERSERVED, EXPERIENCE POVERTY OR FACE THE GREATEST HEALTH DISPARITIES IN THE COMMUNITIES OF MISSION HILL/ROXBURY IN ITS CBSA, AS FOLLOWS: - YOUTH - OLDER ADULTS - INDIVIDUALS LIVING WITH DISABILITIES - RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULATIONS - LOW-RESOURCED POPULATIONS 2025 COMMUNITY HEALTH NEEDS ASSESSMENT--SUMMARY OF APPROACH AND METHODSNEBH'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 NEBH'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. NEBH'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 NEBHS POPULATION HEALTH AND COMMUNITY ENGAGEMENT EFFORTS. IT SUPPLIES VITAL INFORMATION THAT IS APPLIED TO MAKE SURE THAT THE SERVICES AND PROGRAMS THAT NEBH 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 NEBH TO ENGAGE THE COMMUNITY AND STRENGTHEN THE COMMUNITY PARTNERSHIPS THAT ARE ESSENTIAL TO NEBH'S SUCCESS NOW AND IN THE FUTURE. THE ASSESSMENT ENGAGED HUNDREDS OF PEOPLE FROM ACROSS THE CBSA, INCLUDING LOCAL PUBLIC HEALTH OFFICIALS, CLINICAL AND SOCIAL SERVICE PROVIDERS, COMMUNITY-BASED ORGANIZATIONS FAITH LEADERS, OTHER GOVERNMENT OFFICIALS AND COMMUNITY RESIDENTSBETWEEN JUNE 2024 AND FEBRUARY 2025, NEBH'S ASSESSMENT INCLUDED 43 (30 BY NEBH/BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC)), ONE-ON-ONE INTERVIEWS WITH KEY COLLABORATORS IN THE COMMUNITY, 23 FOCUS GROUPS (10 BY NEBH/BIDMC) WITH SEGMENTS OF THE POPULATION FACING THE GREATEST HEALTH-RELATED DISPARITIES, AND ONE COMMUNITY LISTENING SESSION THAT ENGAGED 26 PARTICIPANTS. IN ADDITION, BOTH BILH AND BOSTON COMMUNITY HEALTH COLLABORATIVE (BCHC) CONDUCTED COMMUNITY HEALTH SURVEYS TO COLLECT INFORMATION FROM COMMUNITY RESIDENTS. THE SURVEYS GATHERED OVER 300 RESPONSES FROM INDIVIDUALS IN NEBH'S CBSA.AS NOTED, NEBH'S COMMUNITY BENEFITS STAFF COLLABORATED WITH THE BCHC AS THEY LEAD A ROBUST AND COLLABORATIVE BOSTON CITY-WIDE COMMUNITY HEALTH NEEDS ASSESSMENT. THE BCHC, CONSISTS OF BOSTON'S HOSPITALS, THE BOSTON PUBLIC HEALTH COMMISSION, COMMUNITY-BASED ORGANIZATIONS AND COMMUNITY RESIDENTS. THE BCHC'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) SERVES AS A FOUNDATIONAL RESOURCE FOR POLICYMAKERS AND COMMUNITY LEADERS, AND INFORMS COMMUNITY HEALTH IMPROVEMENT PLANNING, PRIORITY SETTING, PROGRAM AND POLICY DEVELOPMENT, AND COLLABORATION. THIS IS THE THIRD CITY-WIDE COORDINATED CHNA AND BUILDS UPON PREVIOUS COORDINATED EFFORTS IN 2019 AND 2022. THE OVERALL APPROACH WAS PARTICIPATORY AND COLLABORATIVE, ENGAGING COMMUNITY RESIDENTS AND COLLABORATORS THROUGHOUT THE CHNA PROCESS. NANCY KASEN, BETH ISRAEL LAHEY HEALTH'S VICE PRESIDENT OF COMMUNITY BENEFITS AND COMMUNITY RELATIONS, SERVED ON THE BCHC COMMUNITY HEALTH NEEDS ASSESSMENT STEERING COMMITTEE. NEBH AND THE BCHC SHARED INFORMATION WITH EACH OTHER TO SUPPORT EACH OTHER'S ASSESSMENT EFFORTS. FINALLY, AS NEBH PARTICIPATED IN THE BETH ISRAEL LAHEY HEALTH (BILH) CHNA AND NEBH COLLABORATED WITH BETH ISRAEL DEACONESS NEEDHAM HOSPITAL (BID NEEDHAM) AND BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC). WITH RESPECT TO BID NEEDHAM, NEBH AND BID NEEDHAM BOTH INCLUDE DEDHAM IN THEIR CBSAS AND, AS A RESULT, BOTH GATHERED AND SHARED INFORMATION ON THIS MUNICIPALITY AS PART OF THEIR ASSESSMENT PROCESSES. WITH RESPECT TO BIDMC, NEBH AND BIDMC BOTH INCLUDE THE ROXBURY AND MISSION HILL NEIGHBORHOODS OF BOSTON IN THEIR CBSAS. SIMILARLY, BOTH NEBH AND BIDMC SHARED THE INFORMATION GATHERED ON THESE NEIGHBORHOODS AS PART OF THEIR PROCESSES. 2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--DETAIL OF APPROACH AND METHODSNEBH RELIED ON NUMEROUS PRIMARY AND SECONDARY DATA SOURCES TO ANALYZE THE HEALTH STATUS AND NEED LEVEL THROUGHOUT THEIR CBSA. NEBH COLLECTED DATA FROM A NUMBER OF SOURCES INCLUDING PRIMARY QUANTITATIVE AND QUALITATIVE DATA, AS WELL AS SECONDARY DATA. EXAMPLES OF SECONDARY DATA SOURCES THAT NEBH 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 FEBRUARY 2025, NEBH WORKED WITH COLLABORATORS TO CONDUCT 43 (30 BY NEBH/BIDMC), ONE-ON-ONE INTERVIEWS WITH KEY COLLABORATORS IN THE COMMUNITY, INCLUDING REPRESENTATIVES FROM COMMUNITY-BASED ORGANIZATIONS, CLINICAL AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED/APPOINTED OFFICIALS, AND OTHERS THROUGHOUT 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 NEBH'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 NEBH'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, NEBH CONDUCTED 43 (30 BY NEBH/BIDMC), ONE-ON-ONE INTERVIEWS WITH KEY COLLABORATORS IN THE COMMUNITY, INCLUDING REPRESENTATIVES FROM COMMUNITY-BASED ORGANIZATIONS, CLINICAL AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED/APPOINTED OFFICIALS, AND OTHERS THROUGHOUT CBSA. NEBH WAS INTENTIONAL IN ENSURING THAT VARIED EXPERIENCES AND PERSPECTIVES, REFLECTIVE OF NEBH'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 COMMUNITY 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 LARGE APARTMENT BUILDINGS TO HELP ENSURE APPROPRIATE REPRESENTATION IN THE CHNA. THE NEBH 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 NEBH'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 NEBH 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. AFTER THE PRIORITIZATION PROCESS, A CHNA REPORT WAS DEVELOPED AND NEBH'S EXISTING IS WAS AUGMENTED, REVISED, AND TAILORED. WHEN DEVELOPING THE IS, NEBH'S COMMUNITY BENEFITS STAFF RETAINED COMMUNITY HEALTH INITIATIVES THAT WORKED WELL AND ALIGNED WITH THE PRIORITIES FROM THE 2025 CHNA. AFTER DRAFTS OF THE CHNA REPORT AND IS WERE DEVELOPED, THEY WERE SHARED WITH NEBH'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 NEBH'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 NEBH'S WEBSITE, ALONGSIDE THE 2022 CHNA REPORT AND 2023-2025 IS, FOR EASY VIEWING AND DOWNLOAD. AS WITH ALL NEBH CHNA PROCESSES, THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC WHENEVER REQUESTED, ANONYMOUSLY AND FREE OF CHARGE. IT SHOULD ALSO BE NOTED THAT THE HOSPITAL'S COMMUNITY BENEFITS STAFF HAVE MECHANISMS IN PLACE TO RECEIVE WRITTEN COMMENTS ON THE MOST RECENT CHNA AND IS, ALTHOUGH NO COMMENTS HAVE BEEN RECEIVED SINCE THE LAST CHNA AND IS WERE MADE AVAILABLE2025 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--KEY FINDINGSNEBH'S CHNA RESULTED IN KEY FINDINGS RELATED TO EQUITABLE ACCESS TO CARE, SOCIAL DETERMINANTS OF HEALTH, HIGH RATES OF SUBSTANCE USE AND HIGH RATES OF CHRONIC AND ACUTE HEALTH CONDITIONS. NEBH'S PRIORITY COHORTS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDING SEPTEMBER 30, 2025, WERE:- YOUTH- LOW-RESOURCED POPULATIONS- INDIVIDUALS LIVING WITH DISABILITIES - OLDER ADULTS- RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULATIONSNEBH'S CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS: - EQUITABLE ACCESS TO CARE: IN THE CONTEXT OF THE HEALTHCARE SYSTEM, SYSTEMIC FACTORS INCLUDE A BROAD RANGE OF DIFFERENT CONSIDERATIONS THAT INFLUENCE A PERSON'S ABILITY TO ACCESS TIMELY, EQUITABLE, ACCESSIBLE, AND HIGH-QUALITY SERVICES. THERE IS A GROWING APPRECIATION FOR THE IMPORTANCE OF THESE FACTORS AS THEY ARE SEEN AS CRITICAL TO ENSURING THAT PEOPLE CAN FIND, ACCESS, AND ENGAGE IN THE SERVICES THEY NEED, COMMUNICATE WITH CLINICAL AND SOCIAL SERVICE PROVIDERS, AND TRANSITION SEAMLESSLY FROM ONE SERVICE SETTING TO ANOTHER. THE ASSESSMENT GATHERED INFORMATION RELATED TO PERCEPTIONS OF SERVICE GAPS, BARRIERS TO ACCESS (E.G., COST OF CARE, HEALTH INSURANCE STATUS, LANGUAGE ACCESS, CULTURAL COMPETENCE), CARE COORDINATION, AND INFORMATION SHARING.- SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT) CONTINUE TO HAVE A MASSIVE IMPACT ON MANY SEGMENTS OF THE POPULATION. THE SOCIAL DETERMINANTS OF HEALTH ARE "THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS." THESE CONDITIONS INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN THE CBSA. RESEARCH SHOWS THAT SUSTAINED SUCCESS IN COMMUNITY HEALTH IMPROVEMENT AND ADDRESSING HEALTH DISPARITIES RELIES ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THAT LEAD TO POOR HEALTH OUTCOMES AND DRIVE HEALTH INEQUITIES. THE ASSESSMENT GATHERED A RANGE OF INFORMATION RELATED TO HOUSING, FOOD INSECURITY, ECONOMIC INSECURITY, EDUCATION, ACCESS TO CARE/NAVIGATION ISSUES, AND OTHER IMPORTANT SOCIAL FACTORS. THERE IS LIMITED QUANTITATIVE DATA IN THE AREA OF SOCIAL DETERMINANTS OF HEALTH. DESPITE THIS, INFORMATION GATHERED THROUGH INTERVIEWS, FOCUS GROUPS, SURVEYS, AND THE LISTENING SESSION REINFORCED THAT THESE ISSUES HAVE THE GREATEST IMPACT ON HEALTH STATUS AND ACCESS TO CARE IN THE REGION - ESPECIALLY ISSUES RELATED TO HOUSING, FOOD INSECURITY/NUTRITION, TRANSPORTATION, AND ECONOMIC STABILITY.- HIGH RATES OF SUBSTANCE USE (E.G., ALCOHOL, PRESCRIPTION DRUG/OPIOIDS, MARIJUANA) AND MENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY AND STRESS). SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE NEBH'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 NEBH'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2026, SEPTEMBER 30, 2027, AND SEPTEMBER 30, 2028. NEBH'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, NEBH 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 NEBH DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2022 AND INFORMED NEBH'S COMMUNITY BENEFITS OPERATIONS AND ACCOMPLISHMENTS REPORTED IN THIS FORM 990. 2022 COMMUNITY HEALTH NEEDS ASSESSMENT-- PRIORITY GEOGRAPHY AND COHORTSNEBH COMPLETED ITS 2022 ASSESSMENT IN SEPTEMBER 2022. THE GEOGRAPHICAL FOCUS OF NEBH'S 2022 CHNA ENCOMPASSES THE MISSION HILL/ROXBURY NEIGHBORHOODS OF BOSTON, AS WELL AS THE CITIES OF DEDHAM, CHESTNUT HILL (NEWTON) AND BROOKLINE. THESE COMMUNITIES DEFINE NEBH'S COMMUNITY BENEFITS SERVICE AREA (CBSA). IN RECOGNITION OF THE CONSIDERABLE HEALTH DISPARITIES THAT EXIST IN SOME COMMUNITIES, NEBH FOCUSES THE BULK OF ITS COMMUNITY BENEFITS RESOURCES ON IMPROVING THE HEALTH STATUS OF LOW-INCOME AND UNDERSERVED POPULATIONS LIVING IN THE BOSTON NEIGHBORHOODS OF MISSION HILL/ROXBURY. WHILE THERE ARE CERTAINLY SEGMENTS OF THE POPULATIONS IN DEDHAM, CHESTNUT HILL (NEWTON), AND BROOKLINE THAT ARE VULNERABLE AND UNDERSERVED, THE GREATEST DISPARITIES EXIST IN BOSTON. IN ORDER TO MAXIMIZE THE IMPACT OF ITS COMMUNITY BENEFITS RESOURCES, NEBH'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) VOTED TO PRIORITIZE AND FOCUS NEBH'S ATTENTION ON THE MORE URBAN, HIGH-NEED COMMUNITIES IN NEBH'S CBSA. COMMUNITY HEALTH ISSUES AND PRIORITY COHORTS FOR NEBH'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).NEBH'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 COMMUNITIES OF MISSION HILL/ROXBURY AS FOLLOWS:- YOUTH - OLDER ADULTS - INDIVIDUALS WITH DISABILITIES - RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULATIONS - LOW-RESOURCED POPULATIONS 2022 COMMUNITY HEALTH NEEDS ASSESSMENT--SUMMARY OF APPROACH AND METHODSSIMILAR TO NEBH'S APPROACH AND METHODS FOR THE CHNA ADOPTED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE NEBH'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 NEBH'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. NEBH'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, STATE AND NATIONAL 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.THE CHNA USED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. RATHER THAN CONDUCTING A SINGLE ASSESSMENT, NEBH'S COMMUNITY BENEFITS STAFF CONDUCTED THEIR OWN ASSESSMENT AND PARTICIPATED IN A SERIES OF ADDITIONAL, CONCURRENT AND COMPREHENSIVE ASSESSMENTS THAT WERE THEN AGGREGATED TO CREATE THE 2022 CHNA REPORT. THESE CONCURRENT ASSESSMENTS WERE CONDUCTED IN PARTNERSHIP WITH THE BOSTON COMMUNITY HEALTH NEEDS ASSESSMENT-COMMUNITY HEALTH IMPROVEMENT PLAN COLLABORATIVE (BOSTON CHNA-CHIP COLLABORATIVE). THE BOSTON CHNA-CHIP COLLABORATIVE, CONSISTING OF BOSTON'S HOSPITALS AND COMMUNITY HEALTH CENTERS, THE BOSTON PUBLIC HEALTH COMMISSION, COMMUNITY-BASED ORGANIZATIONS, AND COMMUNITY RESIDENTS, CONDUCTED A ROBUST AND COLLABORATIVE COMMUNITY HEALTH NEEDS ASSESSMENT FOR THE CITY OF BOSTON AS A WHOLE. FACILITATED THROUGH THE CONFERENCE OF BOSTON TEACHING HOSPITALS (COBTH) AND THE CITY OF BOSTON'S HUMAN SERVICES DEPARTMENT, THE BOSTON CHNA-CHIP COLLABORATIVE ASSESSMENT FOCUSED ON THE SOCIAL DETERMINANTS OF HEALTH THROUGH THE LENS OF HEALTH EQUITY; IT AIMED TO UNCOVER AND UNDERSTAND HOW AND WHY INDIVIDUALS IN CERTAIN BOSTON NEIGHBORHOODS OR POPULATION GROUPS EXPERIENCE INEQUITIES IN HEALTH OUTCOMES AND BARRIERS TO CARE BASED ON SOCIOECONOMIC STATUS, RACE AND ETHNICITY, LANGUAGE, HEALTH STATUS, SEXUAL HEALTH STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, AND OTHER FACTORS. THE OVERALL APPROACH WAS PARTICIPATORY AND COLLABORATIVE, ENGAGING COMMUNITY RESIDENTS AND COLLABORATORS THROUGHOUT THE CHNA PROCESS. NANCY KASEN, BILH'S VICE PRESIDENT OF COMMUNITY BENEFITS AND COMMUNITY RELATIONS, SERVED AS THE FOUNDING CO-CHAIR OF THE BOSTON CHNA-CHIP COLLABORATIVE STEERING COMMITTEE, AND CONTINUES TO SERVE ON ITS STEERING COMMITTEE AND WORKGROUPS. ROBERT TORRES, BILH'S DIRECTOR OF COMMUNITY BENEFITS FOR THE BOSTON REGION, SERVED AS THE CO-CHAIR OF THE COMMUNITY ENGAGEMENT WORKGROUP. NEBH COMMUNITY BENEFITS STAFF PARTICIPATED IN NUMEROUS BOSTON CHNA-CHIP COLLABORATIVE MEETINGS. NEBH AND THE BOSTON CHNA-CHIP COLLABORATIVE SHARED INFORMATION WITH EACH OTHER TO SUPPORT EACH OTHER'S ASSESSMENT EFFORTS. NEBH'S 2022 CHNA APPROACH INVOLVED EXTENSIVE DATA COLLECTION ACTIVITIES, SUBSTANTIAL EFFORTS TO ENGAGE THE HOSPITAL'S PARTNERS AND COMMUNITY RESIDENTS, AND THOUGHTFUL PRIORITIZATION, PLANNING, AND REPORTING PROCESSES. THROUGHOUT THE CHNA PROCESS, EFFORTS WERE MADE TO UNDERSTAND THE NEEDS OF THE COMMUNITIES ENCOMPASSING NEBH'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. NEBH'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, IN COLLABORATION WITH BIDMC, BETH ISRAEL LAHEY HEALTH AND THE BOSTON CHNA CHIP COLLABORATIVE, NEBH'S ASSESSMENT INCLUDED 85 ONE-ON-ONE INTERVIEWS WITH KEY COLLABORATORS IN THE COMMUNITY, 24 FOCUS GROUPS WITH SEGMENTS OF THE POPULATION FACING THE GREATEST HEALTH-RELATED DISPARITIES, AND TWO COMMUNITY LISTENING SESSIONS THAT ENGAGED OVER 40 PARTICIPANTS. IN ADDITION, BID NEEDHAM CONDUCTED A COMMUNITY HEALTH SURVEY, WHICH GATHERED INFORMATION FROM MORE THAN 450 COMMUNITY RESIDENTS FROM BID NEEDHAM'S CBSA, INCLUDING 86 RESIDENTS FROM DEDHAM. BID NEEDHAM SHARED THIS INFORMATION WITH NEBH. THE BOSTON PUBLIC HEALTH COMMISSION FIELDED A COVID-19 HEALTH EQUITY SURVEY IN DECEMBER 2020/JANUARY 2021; AS SUCH, NEBH AND BIDMC, BASED ON RECOMMENDATIONS FROM THE BOSTON CHNA-CHIP COLLABORATIVE STEERING COMMITTEE, OPTED NOT TO FIELD A SURVEY IN BOSTON. THIS SURVEY OF A RANDOM SAMPLE OF OVER 1,650 RESIDENTS EXAMINED ISSUES RELATED TO JOB LOSS, FOOD INSECURITY, ACCESS TO SERVICES, MENTAL HEALTH, VACCINATION, AND PERCEPTIONS OF RISK AROUND COVID-19. 2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--DETAIL OF APPROACH AND METHODSNEBH RELIED ON NUMEROUS PRIMARY AND SECONDARY DATA SOURCES TO ANALYZE THE HEALTH STATUS AND NEED LEVEL THROUGHOUT THEIR CBSA. NEBH COLLECTED DATA FROM A NUMBER OF SOURCES INCLUDING PRIMARY QUANTITATIVE AND QUALITATIVE DATA, AS WELL AS SECONDARY DATA. EXAMPLES OF SECONDARY DATA SOURCES THAT NEBH 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, NEBH WORKED WITH COLLABORATORS TO CONDUCT 85 KEY INFORMANT INTERVIEWS THAT ENGAGED COMMUNITY-BASED ORGANIZATIONS, CLINICAL AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED/APPOINTED OFFICIALS AND OTHER KEY COLLABORATORS THROUGHOUT NEBH'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 NEBH'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 NEBH'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)NEBH'S ASSESSMENT INCLUDED 24 FOCUS GROUPS WITH SEGMENTS OF THE POPULATION FACING THE GREATEST HEALTH-RELATED DISPARITIES, AND TWO COMMUNITY LISTENING SESSIONS THAT ENGAGED OVER 40 PARTICIPANTS. IN ADDITION, BID NEEDHAM CONDUCTED A COMMUNITY HEALTH SURVEY, WHICH GATHERED INFORMATION FROM MORE THAN 450 COMMUNITY RESIDENTS FROM BID NEEDHAM'S CBSA, INCLUDING 86 RESIDENTS FROM DEDHAM. BID NEEDHAM SHARED THIS INFORMATION WITH NEBH. THE BOSTON PUBLIC HEALTH COMMISSION FIELDED A COVID-19 HEALTH EQUITY SURVEY IN DECEMBER 2020/JANUARY 2021; AS SUCH, NEBH AND BIDMC, BASED ON RECOMMENDATIONS FROM THE BOSTON CHNA-CHIP COLLABORATIVE STEERING COMMITTEE, OPTED NOT TO FIELD A SURVEY IN BOSTON. THIS SURVEY OF A RANDOM SAMPLE OF OVER 1,650 RESIDENTS EXAMINED ISSUES RELATED TO JOB LOSS, FOOD INSECURITY, ACCESS TO SERVICES, MENTAL HEALTH, VACCINATION, AND PERCEPTIONS OF RISK AROUND COVID-19. NEBH HAS BEEN INTENTIONAL IN ENSURING THAT VARIED EXPERIENCES AND PERSPECTIVES, REFLECTIVE OF NEBH'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 FOCUS GROUPS AND LISTENING SESSIONS WERE HELD VIA ZOOM AND AVAILABLE WITH SPANISH AND CHINESE TRANSLATION. FURTHERMORE, EXTENSIVE OUTREACH WAS CONDUCTED VIA SOCIAL MEDIA, INSTITUTIONAL NEWSLETTERS, EMAILS TO COMMUNITY RESIDENTS, COMMUNITY EVENTS AND HOUSING DEVELOPMENTS TO HELP ENSURE DIVERSE REPRESENTATION IN THE CHNA. THE NEBH COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WAS ALSO INTEGRALLY INVOLVED IN PROVIDING INPUT ON COMMUNITY NEEDS AND PRIORITIZING THE LEADING HEALTH ISSUES. THE CBAC MET FIVE TIMES DURING THE COURSE OF THE ASSESSMENT. THEY PROVIDED INPUT REGARDING THE CHNA OVERALL AND GUIDED THE PRIORITIZATION AND PLANNING PHASE, CONDUCTING OUTREACH TO COMMUNITY VOICES THAT HAVE HISTORICALLY BEEN LEFT OUT OF SIMILAR PROCESSES. 2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--REVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTSAS NOTED ABOVE, THE CHNA PROCESS WAS DIVIDED INTO THREE PHASES. THE FINAL PHASE, PHASE III, INCLUDED THE FOLLOWING STEPS: - REVIEW OF THE ASSESSMENT'S MAJOR FINDINGS WITH THE NEBH COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) AND HELD A VIRTUAL COMMUNITY FORUM PRESENTING RESULTS. - IDENTIFY NEBH'S COMMUNITY BENEFITS PRIORITY COHORTS, GEOGRAPHIC FOCUS, AND COMMUNITY HEALTH PRIORITIES. - ANALYZE NEBH'S EXISTING COMMUNITY BENEFITS ACTIVITIES WHICH WERE INFORMED BY THE 2019 CHNA AND SUBSEQUENT 2020 2022 IMPLEMENTATION STRATEGY THAT WERE COMPLETED BY NEBH DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018). - DETERMINE IF THE RANGE OF COMMUNITY BENEFITS ACTIVITIES ESTABLISHED DURING THE PREVIOUS CHNA AND IMPLEMENTATION STRATEGY PROCESS NEEDED TO BE AUGMENTED OR CHANGED TO RESPOND TO THE ASSESSMENT COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2022 (TAX YEAR 2021). 2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS--KEY FINDINGSTHE KEY PRIORITY COHORTS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDING SEPTEMBER 30, 2022, WERE: - YOUTH - OLDER ADULTS - INDIVIDUALS WITH DISABILITIES - RACIALLY, ETHNICALLY AND LINGUISTICALLY DIVERSE POPULATIONS - LOW-RESOURCED POPULATIONS NEBH'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 HEALTH CARE 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, 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 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 NEBH'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 AVAILABLENEBH STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY. AS NOTED ABOVE, NEBH COMPLETED ITS MOST RECENT CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2022 (TAX YEAR 2021). THAT CHNA AND APPENDIX WITH DETAILED INFORMATION IS AVAILABLE ON THE NEBH WEBSITE AT: HTTPS://NEBH.ORG/-/MEDIA/FILES/NEBH/NEBH-COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022.PDFIN ADDITION TO THE CHNA, NEBH COMPLETED ITS MOST RECENT IMPLEMENTATION STRATEGY DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2022 (TAX YEAR 2021). THE IMPLEMENTATION STRATEGY IS AVAILABLE ON THE NEBH WEBSITE AT: HTTPS://NEBH.ORG/-/MEDIA/FILES/NEBH/NEBH-CHNA-IMPLEMENTATION-2023-25.PDFNEBH COMPLETED ITS PREVIOUS CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018). THAT CHNA IS AVAILABLE ON THE NEBH WEBSITE AT: HTTPS://NEBH.ORG/-/MEDIA/FILES/NEBH/NEBH-COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2019.PDFFINALLY, THE IMPLEMENTATION STRATEGY ASSOCIATED WITH THE CHNA COMPLETED DURING NEBH'S FISCAL YEAR ENDED SEPTEMBER 30, 20192 (TAX YEAR 2018) IS AVAILABLE ON THE NEBH WEBSITE AT: HTTPS://NEBH.ORG/-/MEDIA/FILES/NEBH/NEBH-CHNA-IMPLEMENTATION-2020-22.PDFEACH 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, NEBH'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 NEBH 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, NEBH 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 FOR THOSE WHO FACE 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. 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 CONDITIONS GOAL: IMPROVE HEALTH OUTCOMES AND REDUCE DISPARITIES FOR INDIVIDUALS AT-RISK FOR OR LIVING WITH CHRONIC AND/OR COMPLEX CONDITIONS. COMMUNITY HEALTH NEEDS ASSESSMENT--APPROACH TO ADDRESSING HEALTH NEEDS (SCHEDULE H, PART V, SECTION B, LINE 11)NEBH 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 NEBH OPERATES AND SUPPORTS TO IMPROVE HEALTH OUTCOMES AMONG THEIR FOCUS COHORTS THROUGHOUT THEIR PRIORITY NEIGHBORHOODS. COMMUNITY BENEFITS PROGRAMS AND INITIATIVES NEBH OPERATES AND SUPPORTS TO IMPROVE HEALTH OUTCOMES OF THEIR TARGET POPULATIONS THROUGHOUT THEIR PRIORITY NEIGHBORHOODS. NEBH HAS BEEN A LEADER IN CREATING AND SUPPORTING A MYRIAD OF COMMUNITY BENEFITS PROGRAMS THAT ADDRESS THE SOCIAL DETERMINANTS OF HEALTH. PROGRAMS INCLUDE THE NEBH SENIOR CELTICS PROGRAM, HIGH SCHOOL PARTNERSHIPS THAT LEAD TO CAREERS, PARTNERSHIPS WITH LOCAL AFFORDABLE HOUSING ORGANIZATIONS, PROGRAMS ADDRESSING FOOD INSECURITY AND BASIC HOUSEHOLD ITEMS AND PROGRAMS RELATING TO TRANSPORTATION ACCESS. AS NOTED ABOVE, NEBH'S MOST RECENT CHNA AND IMPLEMENTATION STRATEGY WERE CONDUCTED AND APPROVED BY THE BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. THAT CHNA AND IMPLEMENTATION STRATEGY WILL INFORM THE COMMUNITY BENEFITS MISSION AND ACTIVITIES OF NEBH FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2023; SEPTEMBER 30, 2024; AND SEPTEMBER 30, 2025. THIS FORM 990 COVERS NEBH'S FISCAL YEAR ENDED SEPTEMBER 30, 2025. NEBH'S IMPLEMENTATION STRATEGY FOR ITS COMMUNITY BENEFITS ACTIVITIES IS PROVIDED HERE ALONG WITH THE ENTITIES THAT THE HOSPITAL PARTNERS WITH ON THESE EFFORTS. A FULL UPDATE ON NEBH'S HEALTH PRIORITIES AND ASSOCIATED GOALS IS INCLUDED BELOW.SCHEDULE H--COMMUNITY BENEFITS ACCOMPLISHMENTS -- IMPLEMENTATION STRATEGY UPDATEPRIORITY AREA 1: EQUITABLE ACCESS TO CARE INDIVIDUALS IDENTIFIED A NUMBER OF BARRIERS TO ACCESSING AND NAVIGATING THE HEALTH CARE SYSTEM. MANY OF THESE BARRIERS WERE AT THE SYSTEM LEVEL, AND 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 HEALTH CARE 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 FORGO 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.RESOURCES/FINANCIAL INVESTMENT: NEBH EXPENDS SUBSTANTIAL RESOURCES ON ITS COMMUNITY BENEFITS PROGRAM TO ACHIEVE THE GOALS AND OBJECTIVES IN ITS IS. THESE RESOURCES ARE EXPENDED, ACCORDING TO ITS CURRENT IS, THROUGH DIRECT AND IN-KIND INVESTMENTS IN PROGRAMS OR SERVICES OPERATED BY NEBH AND/OR ITS PARTNERS TO IMPROVE THE HEALTH OF THOSE LIVING IN ITS CBSA. ADDITIONALLY, NEBH WORKS ON ITS OWN OR WITH ITS PARTNERS TO LEVERAGE FUNDS THROUGH PUBLIC OR PRIVATE GRANTS AND OTHER FUNDING SOURCES. FINALLY, NEBH SUPPORTS RESIDENTS IN ITS CBSA BY PROVIDING "CHARITY" CARE TO INDIVIDUALS WHO ARE LOW-RESOURCED AND UNABLE TO PAY FOR CARE AND SERVICES. MOVING FORWARD, NEBH WILL CONTINUE TO COMMIT RESOURCES THROUGH THE SAME ARRAY OF DIRECT, IN-KIND, LEVERAGED, OR "CHARITY" CARE EXPENDITURES TO CARRY OUT ITS COMMUNITY BENEFITS MISSION.GOAL: PROVIDE EQUITABLE AND COMPREHENSIVE ACCESS TO HIGH-QUALITY HEALTH CARE SERVICES FOR THOSE WHO FACE ECONOMIC BARRIERS.COHORTS: LOW-RESOURCED POPULATIONS, INDIVIDUALS LIVING WITH DISABILITIES, RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONSSTRATEGIES:1. SUPPORT PARTNERSHIPS WITH REGIONAL TRANSPORTATION PROVIDERS AND COMMUNITY PARTNERS TO ENHANCE ACCESS TO AFFORDABLE AND SAFE TRANSPORTATION.2. ADVOCATE FOR AND SUPPORT POLICIES AND SYSTEMS THAT IMPROVE ACCESS TO CARE.INITIATIVES:- MISSION LINK BUS- RESOURCE DIRECTORY- SUPPORT LINGUISTIC SERVICES- FINANCIAL COUNSELORS- SUPPORT RELEVANT POLICIES WHEN PROPOSEDMETRICS AND STATUS UPDATE: - NEBH IS A MAJOR FINANCIAL SUPPORTER OF THE MISSION LINK BUS. (FY23) (FY24) (FY25)- MISSION HILL RESIDENTS USED THE MISSION LINK BUS TO GET TO PLACES LIKE THE GROCERY STORE, PHARMACY OR DOCTOR'S APPOINTMENT. THE BUS ALSO PROVIDED TRANSPORTATION TO AND FROM EVENTS FOR OLDER ADULTS GIVING THEM THE OPPORTUNITY TO BE MORE SOCIAL AND ACTIVE. (FY23: OVER 7,000) (FY24: OVER 7,000) (FY25: OVER 7,000)- NEBH PROVIDED INTERPRETERS FOR PATIENTS, INCLUDING SPANISH, KOREAN AND CHINESE. (FY23: 1,644) (FY24: 2,222) (FY25: 2,406 )BILH GOVERNMENT AFFAIRS ADVOCATED, DIRECTLY OR THROUGH THE STATE HOSPITAL ASSOCIATION OR COMMUNITY COALITIONS, FOR BILLS SUPPORTING EQUITABLE HEALTH CARE ACCESS FOR ALL MASSACHUSETTS RESIDENTS. (FY24: 23) (FY25: 24)PRIORITY AREA 2: SOCIAL DETERMINANTS OF HEALTHTHE 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 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, LISTENING SESSIONS, AND THE BID NEEDHAM COMMUNITY HEALTH SURVEY REINFORCED THAT THESE ISSUES HAVE THE GREATEST IMPACT ON HEALTH STATUS AND ACCESS TO CARE IN THE REGION - ESPECIALLY ISSUES RELATED TO HOUSING, FOOD INSECURITY/NUTRITION, TRANSPORTATION, AND ECONOMIC INSTABILITY.RESOURCES/FINANCIAL INVESTMENT: NEBH EXPENDS SUBSTANTIAL RESOURCES ON ITS COMMUNITY BENEFITS PROGRAM TO ACHIEVE THE GOALS AND OBJECTIVES IN ITS IS. THESE RESOURCES ARE EXPENDED, ACCORDING TO ITS CURRENT IS, THROUGH DIRECT AND IN-KIND INVESTMENTS IN PROGRAMS OR SERVICES OPERATED BY NEBH AND/OR ITS PARTNERS TO IMPROVE THE HEALTH OF THOSE LIVING IN ITS CBSA. ADDITIONALLY, NEBH WORKS ON ITS OWN OR WITH ITS PARTNERS TO LEVERAGE FUNDS THROUGH PUBLIC OR PRIVATE GRANTS AND OTHER FUNDING SOURCES. FINALLY, NEBH SUPPORTS RESIDENTS IN ITS CBSA BY PROVIDING "CHARITY" CARE TO INDIVIDUALS WHO ARE LOW-RESOURCED AND UNABLE TO PAY FOR CARE AND SERVICES. MOVING FORWARD, NEBH WILL CONTINUE TO COMMIT RESOURCES THROUGH THE SAME ARRAY OF DIRECT, IN-KIND, LEVERAGED, OR "CHARITY" CARE EXPENDITURES TO CARRY OUT ITS COMMUNITY BENEFITS MISSION. GOAL: ENHANCE THE BUILT, SOCIAL, AND ECONOMIC ENVIRONMENTS WHERE PEOPLE LIVE, WORK, PLAY, AND LEARN IN ORDER TO IMPROVE HEALTH AND QUALITY OF LIFE.COHORTS: LOW-RESOURCED POPULATIONS, OLDER ADULTS, YOUTH, INDIVIDUALS WITH DISABILITIES, RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONSSTRATEGIES:1. PROMOTE HEALTHY EATING AND ACTIVE LIVING BY ADVOCATING FOR SYSTEM CHANGES, INCREASING OPPORTUNITIES FOR PHYSICAL ACTIVITY, AND PROVIDING HEALTHY, LOW-COST FOOD RESOURCES TO COMMUNITIES AND SCHOOL ENVIRONMENTS.2. ADVOCATE FOR AND SUPPORT IMPACTFUL PROGRAMS THAT STABILIZE OR CREATE ACCESS TO AFFORDABLE HOUSING.3. INCREASE MENTORSHIP, TRAINING, AND EMPLOYMENT OPPORTUNITIES FOR YOUTH, YOUNG ADULTS, AND ADULTS RESIDING IN THE COMMUNITIES, AS WELL AS HOSPITAL EMPLOYEES.INITIATIVES:- GROCERY GIFT CARD PROGRAM- ABCD FOOD PANTRY- RTH'S FOOD PANTRY- FOOD BOX DELIVERY TO HOMEBOUND RESIDENTS- FAIR FOOD BAGS- SCHOOL FOOD ACCESS AND PHYSICAL ACTIVITIES PROGRAMS- MAINTAIN MCLAUGHLIN FIELD AND PARK- NEIGHBORHOOD BEAUTIFICATION SERVICES METRICS AND STATUS UPDATES: - NEBH PROVIDED FOOD, MEALS AND GIFT CARDS TO THE LOCAL GROCERY STORE TO INDIVIDUALS AND FAMILIES LIVING IN MISSION HILL. (FY23: OVER 600) (FY24: OVER 800) (FY25: OVER 800)- NEBH PROVIDED FINANCIAL SUPPORT FOR THE FOOD PANTRY AT ROXBURY TENANTS OF HARVARD (RTH). THE PANTRY PROVIDED EMERGENCY FOOD FOR FAMILIES AND INDIVIDUALS THAT LIVE AT RTH. (FY23:104) (FY24: 115)- PROVIDED FINANCIAL SUPPORT FOR BAGS OF FRESH FRUIT AND VEGETABLES TO ROXBURY TENANTS OF HARVARD. (FY23: 645) (FY24: 650) (FY25: 2,839)- NEBH COLLABORATED WITH STOP & SHOP TO DONATE TURKEYS AND BAGS OF FOOD TO MISSION HILL RESIDENTS DURING THE HOLIDAYS. (FY23: 500) (FY24: 500) (FY25: 500)- CLOTHING, SHOES, HOUSEHOLD ESSENTIALS, ETC. WERE DISTRIBUTED TO FAMILIES/INDIVIDUALS THAT LIVE IN MISSION HILL. (FY23: 350) (FY24: 350) (FY25: OVER 350)- NEBH PROVIDED ELEMENTARY AND HIGH SCHOOL CHILDREN LIVING IN LOW-INCOME HOUSING IN MISSION HILL THE SUPPLIES THEY NEED TO LEARN, SO THAT THEY CAN RETURN TO THE CLASSROOM PREPARED AND ON TRACK FOR SUCCESS. (FY23:225) (FY24: 350) (FY25: 425)- IN FY23, NEBH PROVIDED TUITION ASSISTANCE TO TWO MISSION HILL STUDENTS SO THAT THEY WOULD BE ABLE TO FINISH HIGH SCHOOL AND GO ONTO COLLEGE ON FULL SCHOLARSHIP. - NEBH COLLABORATED WITH MADISON PARK HIGH SCHOOL ON THE PROJECT SEARCH HIGH SCHOOL TRANSITION PROGRAM THAT OFFERED LIFE WORK EXPERIENCE COMBINED WITH TRAINING IN EMPLOYABILITY AND INDEPENDENT LIVING SKILLS TO YOUTH WITH SIGNIFICANT DISABILITIES. (FY23:6 STUDENTS) (FY24: 6 STUDENTS) (FY25: 6 STUDENTS)- NEBH OFFERED PAID SUMMER INTERNSHIPS TO MISSION HILL/CITY OF BOSTON YOUTH THAT OFFERED CAREER DEVELOPMENT AND HEALTH CARE TRAINING. (FY23: 5 STUDENTS) (FY24: 5 STUDENTS) (FY25: 5 STUDENTS)- MCLAUGHLIN FIELD WAS MAINTAINED DURING SPRING, SUMMER AND FALL (OVER 30 WEEKS), AND WAS MAINTAINED DURING THE WINTER AS NEEDED. (FY23: OVER 30 WEEKS) (FY24: OVER 30 WEEKS) (FY25: OVER 30 WEEKS)- NEBH STAFF COLLABORATED WITH RESIDENTS AND MISSION MAIN STREETS TO BEAUTIFY AND HELP MAKE THE COMMUNITY A SAFER, CLEANER PLACE TO LIVE. (FY23) (FY24) (FY25)- NEBH COLLABORATED WITH MISSION HILL NEIGHBORHOOD HOUSING SERVICES TO PROVIDE A RESIDENT SERVICES COORDINATOR INTERN. THE RESIDENT SERVICES COORDINATOR WORKED WITH RESIDENTS ON THEIR FINANCIAL, SOCIAL, AND PHYSICAL WELLBEING, ASSISTING THEM WITH APPLICATIONS AND RESOURCES, ENCOURAGING OLDER ADULTS TO ATTEND EVENTS, CONNECTING YOUTH TO PROGRAMS IN THE COMMUNITY, ETC. (FY23: 150 RESIDENTS) (FY24: OVER 200 RESIDENTS) (FY25: OVER 250 RESIDENTS)- WORKFORCE DEVELOPMENT WILL ENCOURAGE COMMUNITY REFERRALS AND HIRES. (FY 23: 225 REFERRALS AND 70 HIRES) (FY 24: 412 REFERRALS AND 111 HIRES) (FY25: 306 REFERRALS AND 79 HIRES) NEBH PARTICIPATED IN THESE HIRINGS. - THE WORKFORCE DEVELOPMENT TEAM ATTENDED AND HOSTED EVENTS AND GAVE PRESENTATIONS ABOUT EMPLOYMENT OPPORTUNITIES TO COMMUNITY PARTNERS ACROSS BILH SERVICE AREA. (FY23: 67) (FY24: 33) (FY25: 42)- WORKFORCE DEVELOPMENT WILL OFFER EMPLOYEES CAREER DEVELOPMENT SERVICES. (FY24: 1,044 BILH EMPLOYEES RECEIVED CAREER DEVELOPMENT SERVICES) (FY25:831)- WORKFORCE DEVELOPMENT WILL OFFER CITIZENSHIP, CAREER DEVELOPMENT WORKSHOPS, AND FINANCIAL LITERACY CLASSES TO BILH EMPLOYEES. CITIZENSHIP CLASSES, (FY23: 20) (FY:24 14) (FY25:12); CAREER DEVELOPMENT WORKSHOPS, (FY23:135) (FY24:15) (FY25:102); FINANCIAL LITERACY CLASSES (FY23: 189) (FY24: 207) (FY25:138). NEBH EMPLOYEES PARTICIPATED IN THESE OFFERINGS. - WORKFORCE DEVELOPMENT OFFERED ENGLISH FOR SPEAKERS OF OTHER LANGUAGES (ESOL) CLASSES TO BILH EMPLOYEES. (FY 23: 45) (FY24: 82) (FY25: 126) NEBH EMPLOYEES PARTICIPATED IN THESE CLASSES.- WORKFORCE DEVELOPMENT WILL OFFER INTERNSHIPS IN BILH HOSPITALS TO COMMUNITY MEMBERS OVER THE AGE OF 18. (FY23: 54) (FY24: 107) (FY25: 131)- WORKFORCE DEVELOPMENT WILL HIRE INTERNS AFTER INTERNSHIPS AND PLACE IN BILH HOSPITALS. (FY 24: 37 INTERNS WERE HIRED PERMANENTLY IN BILH HOSPITALS) (FY25: 36 INTERNS WERE HIRED PERMANENTLY IN BILH HOSPITALS)- WORKFORCE DEVELOPMENT WILL OFFER PAID TRAININGS FOR COMMUNITY MEMBERS ACROSS BILH. (FY 23: 89) (FY 24: 99) (FY25: PROGRAM ENDED IN FY25). NEBH PARTICIPATED IN OFFERING THESE TRAININGS. - BILH GOVERNMENT AFFAIRS ADVOCATED, DIRECTLY OR THROUGH THE STATE HOSPITAL ASSOCIATION OR COMMUNITY COALITIONS, FOR BILLS THAT SUPPORTED ACCESS TO SERVICES TO ADDRESS THE ROOT CAUSES OF POOR HEALTH OUTCOMES FOR ALL MASSACHUSETTS RESIDENTS FY24: 9; FY25: 12).PRIORITY AREA 3: MENTAL HEALTH AND SUBSTANCE USEANXIETY, CHRONIC STRESS, DEPRESSION, AND SOCIAL ISOLATION WERE LEADING COMMUNITY HEALTH CONCERNS. THERE WERE SPECIFIC CONCERNS ABOUT THE IMPACT OF MENTAL HEALTH ISSUES ON YOUTH AND YOUNG ADULTS, AND SOCIAL ISOLATION AMONG OLDER ADULTS. THESE DIFFICULTIES WERE EXACERBATED BY COVID-19.IN ADDITION TO THE OVERALL BURDEN AND PREVALENCE OF MENTAL HEALTH ISSUES, RESIDENTS IDENTIFIED A NEED FOR MORE PROVIDERS AND TREATMENT OPTIONS, ESPECIALLY INPATIENT AND OUTPATIENT TREATMENT, CHILD PSYCHIATRISTS, PEER SUPPORT GROUPS, AND MENTAL HEALTH SERVICES. THOSE WHO PARTICIPATED IN THE ASSESSMENT ALSO REFLECTED ON THE STIGMA, SHAME, AND ISOLATION THAT THOSE WITH MENTAL HEALTH CHALLENGES FACE THAT LIMIT THEIR ABILITY TO ACCESS CARE AND COPE WITH THEIR ILLNESS.SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE CBSA; THE OPIOID EPIDEMIC WAS 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 A NEED TO ADDRESS DRUG USE IN COMMUNITY SPACES, AND THE NEED TO ADDRESS MENTAL HEALTH AND SUBSTANCE USE AS CO-OCCURRING ISSUES.RESOURCES/FINANCIAL INVESTMENT: NEBH EXPENDS SUBSTANTIAL RESOURCES ON ITS COMMUNITY BENEFITS PROGRAM TO ACHIEVE THE GOALS AND OBJECTIVES IN ITS IS. THESE RESOURCES ARE EXPENDED, ACCORDING TO ITS CURRENT IS, THROUGH DIRECT AND IN-KIND INVESTMENTS IN PROGRAMS OR SERVICES OPERATED BY NEBH AND/OR ITS PARTNERS TO IMPROVE THE HEALTH OF THOSE LIVING IN ITS CBSA. ADDITIONALLY, NEBH WORKS ON ITS OWN OR WITH ITS PARTNERS TO LEVERAGE FUNDS THROUGH PUBLIC OR PRIVATE GRANTS AND OTHER FUNDING SOURCES. FINALLY, NEBH SUPPORTS RESIDENTS IN ITS CBSA BY PROVIDING "CHARITY" CARE TO INDIVIDUALS WHO ARE LOW-RESOURCED INDIVIDUALS AND TO PAY FOR CARE AND SERVICES. MOVING FORWARD, NEBH WILL CONTINUE TO COMMIT RESOURCES THROUGH THE SAME ARRAY OF DIRECT, IN- KIND, LEVERAGED, OR "CHARITY" CARE EXPENDITURES TO CARRY OUT ITS COMMUNITY BENEFITS MISSION. 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.COHORTS: YOUTH, OLDER ADULTSSTRATEGIES:1. ENHANCE RELATIONSHIPS AND PARTNERSHIPS WITH MENTAL HEALTH, YOUTH- SERVING ORGANIZATIONS, AND OTHER COMMUNITY PARTNERS TO INCREASE RESILIENCY, COPING, AND PREVENTION SKILLS, AND REDUCE ISOLATION.2. BUILD THE CAPACITY OF COMMUNITY MEMBERS TO UNDERSTAND THE IMPORTANCE OF MENTAL HEALTH, AND REDUCE NEGATIVE STEREOTYPES, BIAS, AND STIGMA AROUND MENTAL ILLNESS AND SUBSTANCE USE.INITIATIVES:- TOBIN COMMUNITY CENTER'S SUMMER CAMP- POLICE ATHLETIC LEAGUE (PAL) PROGRAM- MIGHTY MISSIONS BB TEAM- PROM FOR SENIORS- MARIA SANCHEZ HOUSE SOCIAL EVENTS- QUARTERLY BIRTHDAY PARTIESMETRICS AND STATUS UPDATES: - NEBH PROVIDED FINANCIAL SUPPORT FOR THE SUMMER CAMP AT THE TOBIN COMMUNITY CENTER. (FY23:15 YOUTH, FY24:15 YOUTH) (FY25: 15 YOUTH)- NEBH PROVIDED FINANCIAL SUPPORT FOR THE AFTER-SCHOOL PROGRAM AT THE TOBIN COMMUNITY CENTER. THIS ALLOWS YOUTH TO PARTICIPATE IN TUTORING, AND EXTRACURRICULAR ACTIVITIES INCLUDING SPORTS PROGRAMS. (FY23:10 YOUTH) (FY24:10 YOUTH) (FY25:14 YOUTH)- NEBH COLLABORATED WITH THE TOBIN COMMUNITY CENTER TO OFFER FOUR BIRTHDAY CELEBRATIONS FOR SENIORS. AND, COLLABORATED WITH MISSION HILL NEIGHBORHOOD HOUSING SERVICES ON TWO BBQS FOR SENIORS. THIS HELPS WITH ISOLATION. (FY23: OVER 140 SENIORS) (FY24: OVER 140 SENIORS) (FY25: OVER 150 SENIORS)- NEBH PROVIDED FINANCIAL ASSISTANCE TO THE MISSION HILL LITTLE LEAGUE. (FY23) (FY24) (FY25)- NEBH PROVIDED FINANCIAL ASSISTANCE TO THE MISSION GRAMMAR SCHOOL BASKETBALL TEAM. (FY23) (FY25)- MCLAUGHLIN FIELD WAS MAINTAINED DURING SPRING, SUMMER AND FALL (OVER 30 WEEKS), AND WAS MAINTAINED DURING THE WINTER AS NEEDED. (FY23: OVER 30 WEEKS) (FY24: OVER 30 WEEKS) (FY25: OVER 30 WEEKS)- NEBH WORKED WITH NEIGHBORHOOD ORGANIZATIONS INCLUDING THE BOSTON POLICE DEPARTMENT TO COLLABORATE AND PROVIDE VIOLENCE PREVENTION EDUCATION AND OTHER ACTIVITIES FOR YOUTH. (FY23) (FY24) (FY25)- BILH OFFERED MENTAL HEALTH FIRST AID (MHFA) TRAININGS TO COMMUNITY RESIDENTS AND BILH STAFF ACROSS THE BILH COMMUNITY BENEFITS SERVICE AREA. MORE THAN 350 COMMUNITY RESIDENTS AND BILH STAFF ATTENDED ONE OF THE 21 MHFA TRAININGS. TWO TRAININGS WERE HELD AT NEBH. (FY24: 350 PARTICIPANTS) (FY25: MORE THAN 146 COMMUNITY RESIDENTS AND BILH STAFF ATTENDED ONE OF 11 MHFA TRAININGS)- BEHAVIORAL HEALTH NAVIGATION AND DIGITAL LITERACY WORKSHOPS WITH RNS, CHWS/NAVIGATORS, SOCIAL WORKERS AND A HOUSING CASE MANAGER. (FY 25 (N=2); 13 PARTICIPANTS)- BILH GOVERNMENT AFFAIRS ADVOCATED, DIRECTLY OR THROUGH THE STATE HOSPITAL ASSOCIATION OR COMMUNITY COALITIONS, FOR BILLS SUPPORTING ACCESS TO MENTAL HEALTH AND SUBSTANCE USE SERVICES FOR ALL MASSACHUSETTS RESIDENTS. (FY23: DATA NOT AVAILABLE) (FY24: 8) (FY25: 10)PRIORITY AREA 4: CHRONIC AND COMPLEX CONDITIONS CHRONIC CONDITIONS SUCH AS CANCER, DIABETES, CHRONIC LOWER RESPIRATORY DISEASE, STROKE, AND CARDIOVASCULAR DISEASE CONTRIBUTE TO 56% OF ALL MORTALITY IN MASSACHUSETTS 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.RESOURCES/FINANCIAL INVESTMENT: NEBH EXPENDS SUBSTANTIAL RESOURCES ON ITS COMMUNITY BENEFITS PROGRAM TO ACHIEVE THE GOALS AND OBJECTIVES IN ITS IS. THESE RESOURCES ARE EXPENDED, ACCORDING TO ITS CURRENT IS, THROUGH DIRECT AND IN-KIND INVESTMENTS IN PROGRAMS OR SERVICES OPERATED BY NEBH AND/OR ITS PARTNERS TO IMPROVE THE HEALTH OF THOSE LIVING IN ITS CBSA. ADDITIONALLY, NEBH WORKS ON ITS OWN OR WITH ITS PARTNERS TO LEVERAGE FUNDS THROUGH PUBLIC OR PRIVATE GRANTS AND OTHER FUNDING SOURCES. FINALLY, NEBH SUPPORTS RESIDENTS IN ITS CBSA BY PROVIDING "CHARITY" CARE TO INDIVIDUALS WHO ARE LOW-RESOURCED AND UNABLE TO PAY FOR CARE AND SERVICES. MOVING FORWARD, NEBH WILL CONTINUE TO COMMIT RESOURCES THROUGH THE SAME ARRAY OF DIRECT, IN-KIND, LEVERAGED, OR "CHARITY" CARE EXPENDITURES TO CARRY OUT ITS COMMUNITY BENEFITS MISSION.GOAL: IMPROVE HEALTH OUTCOMES AND REDUCE DISPARITIES FOR INDIVIDUALS AT-RISK FOR OR LIVING WITH CHRONIC AND/ OR COMPLEX CONDITIONS.COHORTS: LOW-RESOURCED POPULATIONS, OLDER ADULTS, INDIVIDUALS WITH DISABILITIES STRATEGIES:1. INCREASE OPPORTUNITIES FOR COMMUNITY MEMBERS TO DECREASE THEIR RISK FOR DEVELOPING AND/OR IMPROVE THEIR MANAGEMENT OF COMPLEX & CHRONIC CONDITIONS.INITIATIVES:- MINDFUL MATTERS- YOGA FOR OLDER ADULTS- HEALTHY MOVES- WALKING GROUP AT ROXBURY TENANTS OF HARVARD (RTH)- SENIOR CELTICSMETRICS AND STATUS UPDATE: - NEBH COLLABORATED WITH THE BOSTON CELTICS TO OFFER THE SR. CELTICS PROGRAM TO MISSION HILL SENIORS. THREE EVENTS WERE HELD. THE PROGRAM FOCUSED ON EXERCISE AND KEEPING SENIORS MOVING, FALL PREVENTION, MENTAL HEALTH AND NUTRITION. (FY23: OVER 140 SENIORS) (FY24: OVER 140 SENIORS)- NEBH PROVIDED FINANCIAL SUPPORT FOR MINDFUL MOVEMENT, A WEEKLY YOGA CLASS FOR OLDER ADULTS LIVING IN MISSION HILL. PARTICIPANTS HAVE STATED THEY FEEL BETTER, HAVE MORE FLEXIBILITY, FEEL LESS STRESS AND ISOLATED. (FY23: OVER 30) (FY24: OVER 35) (FY25: OVER 35)- NEBH CONTINUES TO MAINTAIN THE CITY OF BOSTON'S MCLAUGHLIN PARK, BALL FIELDS AND WALKING PATH IN MISSION HILL. THIS ALLOWS THE RESIDENTS OF BOSTON TO USE THE FIELD AND PARKS FOR OUTDOOR PHYSICAL AND SOCIAL ACTIVITIES. (FY23: OVER 30 WEEKS) (FY24: OVER 30 WEEKS) (FY25: OVER 30 WEEKS)- BILH GOVERNMENT AFFAIRS ADVOCATED, DIRECTLY OR THROUGH THE STATE HOSPITAL ASSOCIATION OR COMMUNITY COALITIONS, FOR 5 BILLS SUPPORTING ACCESS TO SERVICES TO PREVENT OR ADDRESS CHRONIC OR COMPLEX CONDITIONS FOR ALL MASSACHUSETTS RESIDENTS. (FY23: 1) (FY24: 5) (FY25: 5)COMMUNITY PARTNERSNEBH 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:- ABCD-PARKER HILL FENWAY SERVICE CENTER- ALICE HEYWARD TAYLOR HOUSING DEVELOPMENT TASK FORCE- BOSTON CELTICS - BOSTON CENTER FOR YOUTH AND FAMILY SERVICES, TOBIN COMMUNITY CENTER- BOSTON COMMUNITY HEALTH COLLABORATIVE (BCHC)- BOSTON POLICE- BOSTON PUBLIC HEALTH COMMISSION- BOSTON PUBLIC LIBRARY, MISSION HILL BRANCH- BOSTON PUBLIC SCHOOLS, MADISON PARK HIGH SCHOOL- CITY OF BOSTON AGE STRONG COMMISSION- CITY OF BOSTON MAYOR'S OFFICE- CITY OF BOSTON, PARKS AND RECREATION DEPARTMENT- FRIENDS OF MCLAUGHLIN PARK - MAURICE J. TOBIN SCHOOL- MISSION CHURCH- MISSION GRAMMAR SCHOOL- MISSION HILL CRIME COMMITTEE- MISSION HILL HEALTH MOVEMENT- MISSION HILL LITTLE LEAGUE- MISSION HILL MAIN STREETS- MISSION HILL NEIGHBORHOOD HOUSING SERVICES- MISSION HILL SENIOR LEGACY PROJECT- MISSION LINK- MISSION MAIN TASK FORCE- PRIVATE INDUSTRY COUNCIL- ROXBURY TENANTS OF HARVARD- SOCIEDAD LATINA- STOP & SHOP AS DESCRIBED IN DETAIL IN THIS SUPPORTING NARRATIVE TO THE FORM 990 SCHEDULE H, NEBH 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 NEBH DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 (TAX YEAR 2024) AND WHICH WILL INFORM NEBH'S COMMUNITY BENEFITS ACTIVITIES FOR THE FISCAL PERIODS SEPTEMBER 30, 2026, SEPTEMBER 30, 2027 AND SEPTEMBER 30, 2028. NEEDS IDENTIFIED IN THAT CHNA WHICH WILL NOT BE ADDRESSED ARE ISSUES IN THE BUILT ENVIRONMENT (E.G., IMPROVING ROADS AND SIDEWALKS). NEBH IS UNABLE TO ADDRESS THESE NEEDS DUE TO LIMITED FINANCIAL RESOURCES. WHILE THESE ISSUES ARE IMPORTANT, NEBH'S CBAC AND SENIOR LEADERSHIP TEAM DECIDED THAT THESE ISSUES WERE OUTSIDE OF THE ORGANIZATION'S SPHERE OF INFLUENCE AND INVESTMENTS IN OTHER AREAS WERE BOTH MORE FEASIBLE AND LIKELY TO HAVE GREATER IMPACT. AS A RESULT, NEBH RECOGNIZED THAT OTHER PUBLIC AND PRIVATE ORGANIZATIONS IN ITS CBSA AND THE COMMONWEALTH WERE BETTER POSITIONED TO FOCUS ON THESE ISSUES. HOWEVER, NEBH 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 NEBH'S COMMUNITY BENEFITS ACTIVITIES FOR THE FISCAL PERIOD COVERED BY THIS FILING. NEBH WAS UNABLE TO ADDRESS THESE NEEDS DUE TO LIMITED FINANCIAL RESOURCES WHILE THESE ISSUES ARE IMPORTANT, NEBH'S CBAC AND SENIOR LEADERSHIP TEAM DECIDED THAT THESE ISSUES WERE OUTSIDE OF THE ORGANIZATION'S SPHERE OF INFLUENCE AND INVESTMENTS IN OTHER AREAS WERE BOTH MORE FEASIBLE AND LIKELY TO HAVE GREAT IMPACT. NEBH 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, NEBH'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 NEBH CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 5.24%OF NEBH'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. COMMUNITY BENEFITS--ANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, NEBH'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://NEBH.ORG/ABOUT/COMMUNITY-BENEFITS-NEEDSTHERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT NEBH FILED WITH THE ATTORNEY GENERAL'S OFFICE. EMERGENCY CARE ACCESSAS REPORTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, NEBH IS A GENERAL MEDICAL AND SURGICAL HOSPITAL AND TEACHING HOSPITAL. AS ALSO PREVIOUSLY NOTED IN THIS FORM 990, NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, HOWEVER, NEBH STILL PROVIDES CARE TO ALL WHO NEED URGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. ALL PATIENTS WHO PRESENT AT NEBH ARE TRIAGED TO THE APPROPRIATE VENUE FOR THEIR CARE DEPENDING UPON THEIR CLINICAL PRESENTATION. A CLINICAL RESOURCE NURSE AND HOSPITALIST COLLABORATE TO IDENTIFY VENUE PRIOR TO THE ARRIVAL OF THE PATIENT IF POSSIBLE. THE HOSPITALIST WILL MAKE A DETERMINATION AS TO THE BEST PATIENT DISPOSITION. CLINICAL SITUATIONS RECEIVED BY PHONE OR WALK-IN REQUIRING EMERGENCY MANAGEMENT ARE DIRECTED TO THE NEAREST EMERGENCY DEPARTMENT, SUCH AS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) WHICH IS LOCATED APPROXIMATELY ONE MILE FROM NEBH. BIDMC AND NEBH ARE BOTH MEMBER HOSPITALS OF BETH ISRAEL LAHEY HEALTH AND BIDMC IS A TERTIARY CARE ACADEMIC MEDICAL CENTER WHICH OPERATES A LEVEL 1 TRAUMA EMERGENCY DEPARTMENT 24 HOURS A DAY, 7 DAYS A WEEK. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS--CHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCENEW ENGLAND BAPTIST 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 $1,191,818 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, NEW ENGLAND BAPTIST 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,NEW ENGLAND BAPTIST 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, NEW ENGLAND BAPTIST HOSPITAL GENERATED $1,019,782 RELATED TO TREATING MEDICAID PATIENTS WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY NEW ENGLAND BAPTIST HOSPITAL FOR SUCH SERVICES WHICH RESULTED IN A MEDICAID SHORTFALL OF $353,397AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 4.2% OR APPROXIMATELY 4,038 PATIENT ENCOUNTERS OF NEW ENGLAND BAPTIST HOSPITAL'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. IN ADDITION. 50.8% OR APPROXIMATELY 48,797 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 NEW ENGLAND BAPTIST HOSPITAL PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, NEW ENGLAND BAPTIST HOSPITAL GENERATED $71,060,053 RELATED TO TREATING MEDICARE PATIENTS. THE COSTS OF PROVIDING CARE TO MEDICARE PATIENTS EXCEEDED REVENUE WHICH RESULTED IN A MEDICARE SHORTFALL OF $19,380,605. OF THESE AMOUNTS, REVENUE OF $6,454,368 IS RELATED TO THE PROVISION OF ORTHOPEDIC BRACES TO PATIENTS AT NO COST, NEBH SURGICAL HOUSE OFFICER, NEBH DEPT OF ORTHO/ ORTHO SPECIALTY PRACTICE 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 $5,838,191. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH NEW ENGLAND BAPTIST 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, NEW ENGLAND BAPTIST HOSPITAL HAS SEPARATELY REPORTED THIS AMOUNT IN SCHEDULE H, PART III, LINE 7, AS REQUIRED. BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, NEW ENGLAND BAPTIST 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 $71,060,053 AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) AND AFFILIATES FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 INCLUDE THE ACCOUNTS OF: BETH ISRAEL LAHEY HEALTH (BILH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI), EXETER HOSPITAL (EH), BETH ISRAEL LAHEY HEALTH PHARMACY, THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP AS WELL AS OTHER ENTITIES FOR WHICH BILH SERVES AS DIRECT OR INDIRECT SOLE MEMBER. THE BILH CONSOLIDATED FINANCIAL STATEMENTS ALSO INCLUDE A CONTROLLED AFFILIATE, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) AND THE ENTITIES FOR WHICH HMFP SERVES AS DIRECT OR INDIRECT SOLE MEMBER. SEE FORM 990 SCHEDULE R AND A COPY OF THE AUDITED FINANCIAL STATEMENTS ATTACHED TO THIS FORM 990 FOR ADDITIONAL INFORMATIONFINANCIAL STATEMENT FOOTNOTESBAD DEBTSTHE BETH ISRAEL LAHEY HEALTH INC. CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE REGARDING BAD DEBT EXPENSE.PATIENT ACCOUNTS RECEIVABLE AND RELATED ALLOWANCE FOR DOUBTFUL ACCOUNTSTHE SYSTEM'S PATIENT SERVICE REVENUE IS REPORTED AT THE AMOUNT THAT REFLECTS THE CONSIDERATION TO 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 ARE DETERMINED BASED ON THE NATURE OF THE SERVICES PROVIDED BY THE SYSTEM. REVENUE FOR PERFORMANCE OBLIGATIONS SATISFIED OVER TIME IS RECOGNIZED BASED ON ACTUAL CHARGES INCURRED IN RELATION TO TOTAL EXPECTED (OR ACTUAL) CHARGES. THE SYSTEM BELIEVES THAT THIS METHOD PROVIDES A REASONABLE REPRESENTATION OF THE TRANSFER OF SERVICES OVER THE TERM OF THE PERFORMANCE OBLIGATION BASED ON THE INPUTS NEEDED TO SATISFY THE OBLIGATION. GENERALLY, PERFORMANCE OBLIGATIONS SATISFIED OVER TIME RELATE TO INPATIENT SERVICES. THE SYSTEM MEASURES THE PERFORMANCE OBLIGATION FROM ADMISSION INTO THE HOSPITAL, OR COMMENCEMENT OF A PATIENT SERVICE, TO THE POINT WHEN IT IS NO LONGER REQUIRED TO PROVIDE SERVICES TO THAT PATIENT, WHICH IS GENERALLY AT THE TIME OF DISCHARGE OR COMPLETION OF THE OUTPATIENT SERVICES. PATIENT ENCOUNTERS AND RELATED EPISODES OF CARE AND PROCEDURES QUALIFY AS DISTINCT GOODS AND SERVICES, PROVIDED SIMULTANEOUSLY TOGETHER WITH OTHER READILY AVAILABLE RESOURCES, IN A SINGLE INSTANCE OF SERVICE, AND THEREBY CONSTITUTE A SINGLE PERFORMANCE OBLIGATION FOR EACH PATIENT ENCOUNTER AND, IN MOST INSTANCES, OCCUR AT READILY DETERMINABLE TRANSACTION PRICES. ALL SERVICES PROVIDED ARE EXPECTED TO RESULT IN CASH FLOWS AND ARE THEREFORE REFLECTED AS NET REVENUE IN THE CONSOLIDATED FINANCIAL STATEMENTS.THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS AND DISCOUNTS ARE BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES AND HISTORICAL CASH COLLECTION EXPERIENCE. DIFFERENCES BETWEEN STANDARD CHARGES AND ESTIMATED TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENTS TO PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE 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, FOR 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 CO-PAYS, CO-INSURANCE AND DEDUCTIBLES, WHICH VARY IN AMOUNT. THE SYSTEM ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH CO-PAYS, CO-INSURANCE AND DEDUCTIBLES AND FOR THOSE WHO ARE UNINSURED BASED ON HISTORICAL COLLECTION EXPERIENCE AND CURRENT MARKET CONDITIONS. THE DISCOUNT OFFERED TO CERTAIN UNINSURED PATIENTS IS RECOGNIZED AS A CONTRACTUAL ALLOWANCE, WHICH REDUCES NET OPERATING REVENUES AT THE TIME THE SELF-PAY ACCOUNTS ARE RECORDED. THE UNINSURED PATIENT ACCOUNTS, NET OF CONTRACTUAL ALLOWANCES RECORDED, ARE FURTHER REDUCED TO THEIR NET REALIZABLE VALUE AT THE TIME THEY ARE RECORDED THROUGH IMPLICIT PRICE CONCESSIONS BASED ON HISTORICAL COLLECTION TRENDS FOR SELF-PAY ACCOUNTS AND OTHER FACTORS THAT AFFECT THE ESTIMATION PROCESS. ALTHOUGH OUTCOMES VARY, THE SYSTEM'S POLICY IS TO ATTEMPT TO COLLECT AMOUNTS DUE FROM PATIENTS, INCLUDING CO-PAYS, CO-INSURANCE AND DEDUCTIBLES DUE FROM PATIENTS WITH INSURANCE, AT THE TIME OF SERVICE WHILE COMPLYING WITH ALL FEDERAL AND STATE STATUTES AND REGULATIONS.OTHER REVENUE INCLUDES CONTRIBUTIONS AND NET ASSETS RELEASED FROM RESTRICTIONS AS WELL AS CAFETERIA AND PARKING INCOME. ADDITIONALLY, PHARMACY SALES AND OTHER CONTRACTS RELATED TO HEALTH CARE SERVICES ARE INCLUDED IN OTHER REVENUE AND CONSIST OF CONTRACTS WHICH VARY IN DURATION AND IN PERFORMANCE. REVENUE IS RECOGNIZED WHEN THE PERFORMANCE OBLIGATIONS IDENTIFIED WITHIN THE INDIVIDUAL CONTRACTS ARE SATISFIED AND COLLECTIONS ARE PROBABLE. OTHER REVENUE FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024 ALSO INCLUDED FUNDING RECEIVED FROM FEDERAL AND STATE SOURCES RELATED TO THE COVID-19 PANDEMIC AMOUNTING TO $21,248 AND $17,500, RESPECTIVELY.FINANCIAL ASSISTANCE POLICY--INTERNAL REVENUE CODE SECTION 501(R)(4)FINANCIAL ASSISTANCE POLICY PURPOSE NEW ENGLAND BAPTIST 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 NEW ENGLAND BAPTIST HOSPITAL AS WELL AS PROVIDERS WHO FOLLOW NEW ENGLAND BAPTIST HOSPITAL'S FAP. A LIST OF ALL PROVIDERS WHO PROVIDE CARE WITHIN NEW ENGLAND BAPTIST HOSPITAL AS WELL AS INFORMATION INDICATING IF THE LISTED PROVIDERS FOLLOW NEW ENGLAND BAPTIST HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS INCLUDED IN APPENDIX 5 TO THE FINANCIAL ASSISTANCE POLICY. NEW ENGLAND BAPTIST 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: SPANISH AND TRADITIONAL CHINESE. (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://NEBH.ORG/PATIENTS-VISITORS/BILLING-FINANCIAL-SERVICES IN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE. (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS BEFORE DISCHARGE AND CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDE CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED. ADDITIONALLY, A PLAIN LANGUAGE SUMMARY OF THE FAP IS PROVIDED TO PATIENTS AS PART OF THE INTAKE PROCESS. (SCHEDULE H PART V SECTION B QUESTION 16G). FINANCIAL ASSISTANCE POLICY--PLAIN LANGUAGE SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION, INCLUDING THE WEBSITE ADDRESS, THE LOCATION AND PHONE NUMBER OF THE FINANCIAL COUNSELING OFFICE. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS APPROVAL UNDER THE FAP WILL APPLY. LINKS TO FINANCIAL ASSISTANCE POLICY AND RELATED DOCUMENTSTHE LINK TO THE NEW ENGLAND BAPTIST 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 SPANISH AND TRADITIONAL CHINESE, CAN BE FOUND NEW ENGLAND BAPTIST HOSPITAL WEBSITE AT: HTTPS://NEBH.ORG/PATIENT-VISITORS/BILLING-FINANCIAL-SERVICES/ASSISTANCELIMITATION ON CHARGES--INTERNAL REVENUE CODE SECTION 501(R)(5)LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE-ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLED--LOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS INCLUDED IN THE HOSPITAL'S FAP AS REQUIRED UNDER THE REGULATIONS DETAILING THE REQUIREMENTS UNDER IRC SECTION 501(R)(5). (SCHEDULE H PART V SECTION B QUESTION 22). PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY 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 RESEARCHTHE NEBH DIVISION OF RESEARCH SUPPORTS EXISTING RESEARCH GROUPS WITHIN AND OUTSIDE OF THE HOSPITAL IN CLINICAL, TRANSACTIONAL, AND PATIENT-CENTERED RESEARCH, WITH A FOCUS ON THREE KEY AREAS: JOINT REPLACEMENT, OSTEOARTHRITIS, AND SPINE RESEARCH. DURING THE FISCAL YEAR COVERED BY THIS FILING, NEBH REPORTED $209,247 OF NET INTERNALLY FUNDED RESEARCH ON THIS SCHEDULE H, PART I, LINE 7H RELATED TO RESEARCH TO FURTHER SCIENCE AND PATIENT CARE. DURING FY 2025, THE NEBH DEPARTMENT OF RESEARCH PROVIDED SUPPORT TO RESEARCHERS, INCLUDING ORTHOPAEDIC SURGEONS (ARTHROPLASTY, SPINE, AND SPORTS), PHYSICIANS (INFECTION DISEASE, RADIOLOGY, AND PHYSIATRY), NURSES, AND PHYSICAL THERAPISTS ARE 1) CONSULTATION ON IRB APPLICATION; 2) CONSULTATION ON STUDY DESIGN AND METHODOLOGY; 3) BUILDING DATABASES OR DATA COLLECTION TOOLS; 4) COLLECTION OF STUDY DATA; 5) DATA ANALYSIS; 6) WRITING SCIENTIFIC MANUSCRIPT; 7) JOURNAL AND CONFERENCE SUBMISSIONS; 8) ORGANIZING RESEARCH MEETINGS AND MONITOR PROJECT TIMELINE; 9) MANAGEMENT OF SPONSORED CLINICAL TRIALS; 10) ORGANIZING THE COLLABORATION WITH RESEARCHERS AT OTHER LOCAL RESEARCH AND TEACHING INSTITUTIONS).SPECIFIC RESEARCH PROJECTS AND AREAS OF RESEARCH WERE:A. MARKETSCAN DATABASE RESEARCH SERIES: I. HEALTH SERVICES UTILIZATION AND COST IN A VARIETY OF ORTHOPAEDIC SURGERY SETTINGSII. TRENDS OF NEW DRUG AND NEW TECHNOLOGY USE AMONG PATIENTS UNDERGOING TOTAL JOINT ARTHROPLASTY AND SPINE SURGERIESB. THE IMPACTS OF CLINICAL PROTOCOL CHANGES ON ORTHOPEDIC SURGERY OUTCOMESC. HEALTHCARE UTILIZATION AND COSTS ASSOCIATED WITH DIFFERENT SURGICAL SETTINGS AND PATIENT POPULATIONSD. USE OF NEW TECHNOLOGY AND INNOVATIVE DRUGS IN TOTAL JOINT ARTHROPLASTY AND SPINE SURGERY E. ESTABLISHMENT OF EVIDENCE-BASED PRACTICE EDUCATION PROGRAM FOR NURSES AND ITS EFFECTIVENESS. NEW ENGLAND BAPTIST HOSPITAL BIBLIOGRAPHY FY2025MANY PHYSICIANS AT NEBH AUTHOR OR CO-AUTHOR ARTICLES AS THE RESEARCH IN WHICH THEY ENGAGE. A LIST OF ARTICLES PUBLISHED DURING THE PERIOD COVERED BY THIS FILING AND RELATED TO RESEARCH EFFORTS ARE LISTED BELOW.WHICH PATIENT FACTORS INFLUENCE PRE-OPERATIVE AND POST-OPERATIVE COMPLETION OF PATIENT REPORTED OUTCOME SURVEYS IN TOTAL JOINT REPLACEMENT SURGERY? SIMON SJ, GRANT AR, NIU R, OLATUNBOSUN S, TALMO CT, HOLLENBECK BL. J ORTHOP. 2024 DEC 12;68:131-136. DOI: 10.1016/J.JOR.2024.12.006. ECOLLECTION 2025 OCT. PMID: 40093815 COST DIFFERENCE IN PERFORMING TOTAL KNEE ARTHROPLASTY AT AMBULATORY SURGICAL CENTERS COMPARED WITH HOSPITAL-BASED OUTPATIENT DEPARTMENTS: OBSERVATIONAL STUDY. KIM T, NIN D, CHEN YW, CHANG DC, TALMO CT, HOLLENBECK BL, NIU R, MATTINGLY DA, SMITH EL. J AM ACAD ORTHOP SURG. 2024 DEC 1;32(23):1095-1100. DOI: 10.5435/JAAOS-D-23-00698. EPUB 2024 MAY 7.PMID: 38870530 CLINICAL OUTCOMES VALIDATE THE RAND/UCLA APPROPRIATENESS CRITERIA ALGORITHM FOR ANATOMICAL TOTAL SHOULDER ARTHROPLASTY FOR STREAMLINING THE CLINICAL DECISION-MAKING PROCESS. MANDALIA K, LE BRETON S, ROCHE C, SHAH SS. BONE JOINT J. 2024 DEC 1;106-B(12):1451-1460. DOI: 10.1302/0301-620X.106B12.BJJ-2023-1459.R1.PMID: 39615515 THE BIOMECHANICAL ASSESSMENT OF TWO STEMLESS SHOULDER ARTHROPLASTY PROSTHESES IN UNIFORMLY POOR-QUALITY BONE MINERAL DENSITY CADAVERIC SPECIMENS. RAZAVI AH, NAFISI N, STEWART I, ABBASIAN M, KHEIR N, SHARIYATE MJ, KHAK M, MOMENZADEH K, ASCIUTTO D, RAMAPPA AJ, ROSS G, SHAH S, NAZARIAN A. CLIN BIOMECH (BRISTOL). 2024 DEC;120:106346. DOI: 10.1016/J.CLINBIOMECH.2024.106346. EPUB 2024 SEP 13. PMID: 39303374 RACIAL AND GENDER DISPARITIES IN UTILIZATION OF OUTPATIENT TOTAL SHOULDER ARTHROPLASTIES. AVANT-GARDE HEALTH AND CODMAN SHOULDER SOCIETY VALUE-BASED CARE GROUP; FEDORKA CJ, ZHANG X, LIU HH, GOTTSCHALK MB, ABBOUD JA, WARNER JJP, MACDONALD P, KHAN AZ, COSTOUROS JG, BEST MJ, FARES MY, KIRSCH JM, SIMON JE, SANDERS B, O'DONNELL EA, ARMSTRONG AD, DA SILVA ETGES APB, JONES P, HAAS DA, WOODMASS J. J SHOULDER ELBOW SURG. 2024 DEC;33(12):2637-2645. DOI: 10.1016/J.JSE.2024.04.020. EPUB 2024 JUN 7. PMID: 38852710 INSIGHTS FROM ISASS WEBINAR SERIES ON CURRENT AND EMERGING TECHNIQUES IN ENDOSCOPIC SPINE SURGERY | PART 3: A POLYTOMOUS RASCH ANALYSIS ON SURGEONS' ENDORSEMENT OF MULTIPORTAL ACCESS, TREATMENT OF LUMBAR FACET CYST, GRADE I SPONDYLOLISTHESIS, AND INTERBODY FUSION. LEWANDROWSKI KU, KIM C, KWON B, ONGULADE J, ITO K, TERXEIRA DE CARVALHO PS, LORIO MP. INT J SPINE SURG. 2024 NOV 20;18(S2):S38-S53. DOI: 10.14444/8674. PMID: 39547674 NON-OPIOID ANALGESIA PROTOCOLS AFTER TOTAL HIP ARTHROPLASTY AND TOTAL KNEE ARTHROPLASTY: AN UPDATED SCOPING REVIEW AND META-ANALYSIS. MOUSAD AD, NITHAGON P, GRANT AR, YU H, NIU R, SMITH EL. J ARTHROPLASTY. 2024 NOV 15:S0883-5403(24)01206-3. DOI: 10.1016/J.ARTH.2024.11.013. ONLINE AHEAD OF PRINT. PMID: 39551408 OUTCOMES OF TOTAL KNEE ARTHROPLASTY FOLLOWING A SHAM INCISION PROCEDURE IN PATIENTS WITH PREVIOUS KNEE INCISIONS. ZINK TM, GONZALEZ AG, CODEN G, SMITH EL, BONO JV. J BONE JOINT SURG AM. 2024 NOV 6;106(21):1986-1990. DOI: 10.2106/JBJS.24.00114. EPUB 2024 SEP 25. PMID: 39321307 ASSESSING THE RISK OF VENOUS THROMBOEMBOLISM AND BLEEDING AMONG PATIENTS WITH MYELOPROLIFERATIVE NEOPLASMS UNDERGOING TOTAL KNEE AND HIP ARTHROPLASTY. MARQUEZ J, SIMON S, ZWICKER JI, FLAUMENHAFT R, HOLLENBECK B, PATELL R. LEUK RES. 2024 NOV;146:107591. DOI: 10.1016/J.LEUKRES.2024.107591. EPUB 2024 SEP 21. PMID: 39332262 REVISION TOTAL KNEE ARTHROPLASTY IN AN OUTPATIENT SETTING: A GROWING ALTERNATIVE. NIN DZ, CHEN YW, TALMO CT, HOLLENBECK BL, MATTINGLY D, NIU R, CHANG DC, SMITH EL. J ARTHROPLASTY. 2024 NOV;39(11):2837-2840.E1. DOI: 10.1016/J.ARTH.2024.05.047. EPUB 2024 MAY 24. PMID: 38797450 A READMISSION RISK ASSESSMENT TOOL IS NOT PREDICTIVE OF 90-DAY READMISSION AFTER TOTAL JOINT ARTHROPLASTY AT AN URBAN TERTIARY REFERRAL HOSPITAL. HABIBI A, NIU R, CODEN GS, TRAVERS HI, KUZNETSOV M, STOKER G, THERIAULT R, FRECCERO D, SMITH EL. CUREUS. 2024 OCT 29;16(10):E72651. DOI: 10.7759/CUREUS.72651. ECOLLECTION 2024 OCT. PMID: 39610622 CT-GUIDED INFILTRATION OF THE ISCHIOFEMORAL SPACE IN YOUNG PATIENTS WITH ISCHIOFEMORAL IMPINGEMENT IS AN EFFECTIVE DIAGNOSTIC TOOL. HEIMANN AF, WAGNER M, VAVRON P, BRUNNER A, DONNERS R, SCHMARANZER E, STEPPACHER SD, TANNAST M, SUTTER R, SCHMARANZER F. INSIGHTS IMAGING. 2024 OCT 7;15(1):235. DOI: 10.1186/S13244-024-01815-4. PMID: 39373936 FAILURE FOLLOWING REVISION TOTAL HIP ARTHROPLASTY AFTER COBALT-CHROME FEMORAL HEADS ARE PLACED ON A RETAINED FEMORAL STEM. PAGANI NR, CODEN GS, RAMSDEN DM, ZINK TM, WARD DM, BONO JV, TALMO CT. J ARTHROPLASTY. 2024 OCT;39(10):2569-2574. DOI: 10.1016/J.ARTH.2024.05.005. EPUB 2024 MAY 15. PMID: 38754707 POSTOPERATIVE ASPIRATION PNEUMONIA AMONG ADULTS USING GLP-1 RECEPTOR AGONISTS.CHEN YH, ZINK T, CHEN YW, NIN DZ, TALMO CT, HOLLENBECK BL, GRANT AR, NIU R, CHANG DC, SMITH EL.JAMA NETW OPEN. 2025 MAR 3;8(3):E250081. DOI: 10.1001/JAMANETWORKOPEN.2025.0081.PMID: 40036031 FREE PMC ARTICLE. NATIONAL TRENDS IN TOTAL AND UNICOMPARTMENTAL KNEE ARTHROPLASTY: 2020 TO 2022.TRAVERS HI, NIN DZ, KUZNETSOV M, CHANG DC, TALMO CT, SMITH EL.J CLIN ORTHOP TRAUMA. 2025 MAY 19;67:103064. DOI: 10.1016/J.JCOT.2025.103064. ECOLLECTION 2025 AUG.PMID: 40503007 FREE PMC ARTICLE. ADVANCES IN ENDOSCOPIC LUMBAR SPINE SURGERY: A COMPREHENSIVE REVIEW OF THE TECHNIQUES USED FOR THE TREATMENT OF LUMBAR DISC HERNIATIONS AND SPINAL STENOSIS AND LUMBAR SPINAL FUSION.KWON B, MOON A.SPINE J. 2026 MAR;26(3):457-466. DOI: 10.1016/J.SPINEE.2025.06.004. EPUB 2025 JUN 25.PMID: 40578443 REVIEW. GEOGRAPHICAL INCIDENCE OF TESTOSTERONE SUPPLEMENTATION IN TOTAL HIP AND KNEE ARTHROPLASTY.CODEN G, GRANT A, KUZNETSOV M, SMITH EL.J ORTHOP. 2024 SEP 13;61:47-53. DOI: 10.1016/J.JOR.2024.09.002. ECOLLECTION 2025 MAR.PMID: 39386418 FREE PMC ARTICLE. ACCURACY OF ACETABULAR COMPONENT POSITIONING USING A MIXED REALITY-GUIDED NAVIGATION SYSTEM DURING TOTAL HIP ARTHROPLASTY.HEIMANN AF, MURPHY WS, SUN DC, MURPHY SB.JB JS OPEN ACCESS. 2025 MAR 21;10(1):E24.00144. DOI: 10.2106/JBJS.OA.24.00144. ECOLLECTION 2025 JAN-MAR.PMID: 40124282 FREE PMC ARTICLE. THE FATE OF THE DAIR, OUTCOMES AFTER 1 YEAR: A LARGE DATABASE STUDY.GRANT AR, NIN DZ, CHEN YW, NIU R, ESANTSI M, TALMO CT, HOLLENBECK BL, CHANG DC, MATTINGLY DA, SMITH EL.J KNEE SURG. 2025 MAY;38(6):282-289. DOI: 10.1055/A-2501-1024. EPUB 2024 DEC 12.PMID: 39667407 EXTENDED POST-OPERATIVE ANTIBIOTIC USAGE DOES NOT REDUCE SURGICAL SITE INFECTIONS AFTER SPINAL SURGERY.OLATUNBOSUN S, HOLLENBECK BL.SURG INFECT (LARCHMT). 2025 JUN;26(5):331-335. DOI: 10.1089/SUR.2024.258. EPUB 2025 JAN 16.PMID: 39817485 TIME-DRIVEN ACTIVITY-BASED COST ANALYSIS TO DECREASE FINANCIAL BURDEN OF MANIPULATION UNDER ANESTHESIA AFTER TOTAL KNEE ARTHROPLASTY.CODEN GS, TRAVERS HI, MAZZOCCO JC, KENT SE, NIU R, SUN D, SMITH EL.J ARTHROPLASTY. 2025 OCT;40(10):2531-2536. DOI: 10.1016/J.ARTH.2025.05.053. EPUB 2025 MAY 20.PMID: 40403889 COST-EFFECTIVENESS OF ROTATOR CUFF REPAIR BASED ON MODERN CONSTRUCTS, TEAR SIZE, AND IMPLANT COST AT 1, 5, AND 10 YEARS.LI LT, MANDALIA K, AMES AR, LE BRETON S, MOUSAD A, IVES K, MOLINO J, SHAH SS.JSES INT. 2025 MAY 29;9(5):1524-1531. DOI: 10.1016/J.JSEINT.2025.04.038. ECOLLECTION 2025 SEP.PMID: 41049655 FREE PMC ARTICLE.MEDICAL ADVISABILITY OF SOFTBALL YOUTH PITCHING RECOMMENDATIONS ON THE INTERNET.CODEN G, AKAMEFULA RA, WATTERS A, IERULLI V, MULCAHEY MK.PHYS SPORTSMED. 2025 FEB;53(1):36-41. DOI: 10.1080/00913847.2024.2381474. EPUB 2024 JUL 22.PMID: 39015044 ANXIETY BUT NOT DEPRESSION IS ASSOCIATED WITH INCREASED HEALTH CARE UTILIZATION FOLLOWING LUMBAR FUSION.NIN DZ, CHEN YW, HWANG RW, NIU R, POWERS A, CHANG DC, KIM DH.CLIN SPINE SURG. 2025 DEC 1;38(10):E458-E462. DOI: 10.1097/BSD.0000000000001783. EPUB 2025 MAY 22.PMID: 40401763 AUTOMATED IMPACTION IMPROVES FEMORAL COMPONENT CANAL FIT IN TOTAL HIP ARTHROPLASTY AUTOMATED IMPACTION IMPROVES FEMORAL COMPONENT CANAL FIT IN TOTAL HIP ARTHROPLASTY: A MATCHED STUDY.GRANT AR, PICHIOTINO ER, NIU R, SUN D, SMITH EL, SAMBAZIOTIS C.ARTHROPLAST TODAY. 2025 SEP 21;35:101839. DOI: 10.1016/J.ARTD.2025.101839. ECOLLECTION 2025 OCT.PMID: 41049557 FREE PMC ARTICLE. THE MAJORITY OF SAME-DAY BOOKED TOTAL KNEE ARTHROPLASTY PATIENTS WHO HAVE GREATER THAN 48-HOUR LENGTHS OF STAY ARE BILLED AS OUTPATIENT: COSTLY LESSONS FROM A FORMERLY INPATIENT-ONLY HOSPITAL.KUZNETSOV M, TRAVERS HI, PAOLETTI S, NIU R, HOLLENBECK B, SMITH EL.J ARTHROPLASTY. 2025 DEC;40(12):3105-3111. DOI: 10.1016/J.ARTH.2025.05.103. EPUB 2025 JUN 2.PMID: 40466920 DO MEDICAL AND RECREATIONAL MARIJUANA STATE LAWS IMPACT TRENDS IN POSTOPERATIVE OPIOID PRESCRIPTIONS AMONG PATIENTS WHO HAVE UNDERGONE TJA?GRANT A, NIU R, MICHALOWSKI A, ABDEEN A, SMITH EL.CLIN ORTHOP RELAT RES. 2025 FEB 19;483(8):1412-1422. DOI: 10.1097/CORR.0000000000003422.PMID: 39982017 NATIONAL TRENDS IN USE AND COMPLICATIONS OF CEMENTED, CEMENTLESS, MANUAL, AND ROBOTIC-ASSISTED TOTAL KNEE ARTHROPLASTY: 2016-2022.FINCH D, MAZZOCCO J, CODEN GS, TRAVERS HI, MATTINGLY DA.J KNEE SURG. 2026 MAR;39(4):208-217. DOI: 10.1055/A-2712-4129. EPUB 2025 SEP 30.PMID: 41027464 WHY DO INFECTION PREVENTIONISTS LEAVE A JOB? A QUALITATIVE EVALUATION OF INFECTION PREVENTIONIST ATTRITION IN HEALTH CARE.REESE SM, SHACKELFORD A, MERRILL K, NICHOLSON F, BAGHAGHO E, DORAN B, STOLTZFUS H, CRAPANZANO-SIGAFOOS R.AM J INFECT CONTROL. 2025 SEP;53(9):919-924. DOI: 10.1016/J.AJIC.2025.06.011. EPUB 2025 JUN 20.PMID: 40545198 ADMISSION TO REHAB INCREASES RISK OF POSTOPERATIVE VENOUS THROMBOEMBOLISM AND BLEEDING AFTER OPERATIVE FIXATION OF FEMORAL NECK FRACTURES.TRAVERS HI, CODEN GS, SIMON S, KUZNETSOV M, SMITH EL, PATELL R, HOLLENBECK BL.J ORTHOP. 2025 FEB 13;68:114-120. DOI: 10.1016/J.JOR.2025.01.032. ECOLLECTION 2025 OCT.PMID: 40060192 JOINT INJECTION OR ASPIRATION BEFORE TOTAL KNEE ARTHROPLASTY: DOES IT INCREASE THE RISK OF PERIPROSTHETIC JOINT INFECTION?NIN DZ, CHEN YW, TALMO CT, HOLLENBECK BL, MATTINGLY D, ZVI Y, NIU R, CHANG DC, SMITH EL.J KNEE SURG. 2025 MAR;38(4):195-200. DOI: 10.1055/A-2451-8845. EPUB 2024 OCT 24.PMID: 39448052 EFFICACY AND SAFETY OF CHEMICAL VENOUS THROMBOEMBOLISM PROPHYLAXIS IN SPINE TRAUMA PATIENTS: A SYSTEMATIC REVIEW AND META-ANALYSIS COMPARING ANTICOAGULANT TYPES.GANDHI SD, MOHANTY S, VON RIEGEN H, AKODU M, OGINNI E, YERITSYAN D, MOMENZADEH K, FLADGER A, KEKO M, MCTAGUE M, NAZARIAN A, WHITE AP, PITTMAN JL.CLIN SPINE SURG. 2026 FEB 1;39(1):31-41. DOI: 10.1097/BSD.0000000000001790. EPUB 2025 MAR 12.PMID: 40071770 USE OF AUGMENTED REALITY SURGICAL NAVIGATION REDUCES INTRAOPERATIVE FLUOROSCOPIC IMAGING IN ANTERIOR TOTAL HIP ARTHROPLASTY WITH EQUIVALENT ACCURACY FOR COMPONENT POSITIONING.CODEN G, KUZNETSOV M, SCHOELLER L, PATTI J, GRANT A, MILLER JP, TALMO C.J ORTHOP. 2025 JAN 28;68:15-19. DOI: 10.1016/J.JOR.2025.01.031. ECOLLECTION 2025 OCT.PMID: 39991507 PRESCRIPTION TESTOSTERONE INCREASES THE RISK OF REOPERATION FOR INFECTION AND ALL-CAUSE REOPERATION AFTER PRIMARY TOTAL KNEE ARTHROPLASTY.CODEN G, TRAVERS HI, KUZNETSOV M, KIRSCH J, BONO JV, SMITH EL.J KNEE SURG. 2025 OCT;38(12):617-625. DOI: 10.1055/A-2608-0156. EPUB 2025 MAY 14.PMID: 40368410 ROBOTICALLY ASSISTED MEDIAL REDUCTION OSTEOTOMY: A TECHNIQUE BASED ON THE PYTHAGOREAN THEOREM.BONO OJ, WESTER C, BONO JV.J KNEE SURG. 2026 JAN;39(1):36-43. DOI: 10.1055/A-2664-7508. EPUB 2025 JUL 24.PMID: 40719147 HIGH HEALTHCARE UTILIZATION AND ASSOCIATED COSTS IN THE YEAR PRIOR TO BOTH PRIMARY REVERSE AND ANATOMIC SHOULDER ARTHROPLASTY: A STUDY OF 2393 PATIENTS FROM A PRIVATE INSURANCE DATABASE.CORBAN J, MANDALIA K, NIN D, CHEN YW, LAN Y, NIU R, CHANG D, SMITH E, BEALL K, SHAH S.JSES INT. 2025 APR 1;9(4):1257-1265. DOI: 10.1016/J.JSEINT.2025.03.006. ECOLLECTION 2025 JUL.PMID: 40958996 FREE PMC ARTICLE. MEASURING THE EFFECT OF A PRE-OPERATIVE HIGH-CARBOHYDRATE DRINK ON UNILATERAL PRIMARY TOTAL HIP AND KNEE ARTHROPLASTY PATIENTS.CODY D, BELL CAF, OLATUNBOSUN S, MATTINGLY D.ORTHOP NURS. 2025 SEP-OCT 01;44(5):278-285. DOI: 10.1097/NOR.0000000000001150. EPUB 2025 SEP 23.PMID: 40986877 CLINICAL TRIAL. POVIDONE-IODINE VERSUS SALINE IRRIGATION ON REDUCTION OF SURGICAL SITE INFECTIONS IN TOTAL HIP AND KNEE ARTHROPLASTY: A RETROSPECTIVE, PROPENSITY-MATCHED COHORT.SIMON SJ, GRANT AR, TRAVERS HI, SMITH EL, HOLLENBECK BL.SURG INFECT (LARCHMT). 2025 APR;26(3):123-128. DOI: 10.1089/SUR.2024.250. EPUB 2025 JAN 22.PMID: 39841072 RETAINING YOUR INFECTION PREVENTIONIST: TOP 10 FACTORS THAT LEAD TO RETENTION IN THE US.REESE SM, SHACKELFORD A, KNEPPER B, MERRILL K, NICHOLSON F, BAGHAGHO E, DORAN B, STOLTZFUS H, CRAPANZANO-SIGAFOOS R.AM J INFECT CONTROL. 2025 SEP;53(9):925-931. DOI: 10.1016/J.AJIC.2025.06.012. EPUB 2025 JUN 18.PMID: 40541666 ADEQUACY OF CHATGPT RESPONSES TO FREQUENTLY ASKED QUESTIONS ABOUT SHOULDER ARTHROPLASTY: IS IT AN APPROPRIATE ADJUNCT FOR PATIENT EDUCATION?JOHNSON CK, MANDALIA K, CORBAN J, BEALL KE, SHAH SS.JSES INT. 2025 FEB 6;9(3):830-836. DOI: 10.1016/J.JSEINT.2025.01.008. ECOLLECTION 2025 MAY.PMID: 40486807 FREE PMC ARTICLE.CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITS HEALTH PROFESSIONS EDUCATIONNEW ENGLAND BAPTIST HOSPITAL'S CENTRAL LONGSTANDING ACADEMIC FOCUS IN ORTHOPEDIC MEDICAL EDUCATION, AND A COMMITMENT TO TEACHING STUDENTS AND TRAINEES IN A RESPECTFUL AND COLLABORATIVE ACADEMIC ENVIRONMENT. THIS COMMITMENT, COUPLED WITH THE INSTITUTION'S WILLINGNESS TO EMBRACE TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION, MAKES NEBH A TOP CHOICE AMONG STUDENTS AND TRAINEES IN THE HEALTHCARE PROFESSIONS. THE HOSPITAL TRAINS MEDICAL RESIDENTS AND FELLOWS.NEBH IS A TEACHING HOSPITAL, WITH APPROXIMATELY 18 ORTHOPEDIC AND RADIOLOGY INTERNS WHO ROTATE THROUGHOUT THE YEAR FROM MULTIPLE INSTITUTIONS, AND 2 HAND AND 3 SPORTS FELLOWS DURING THE ACADEMIC YEAR JULY 1, 2024 JUNE 30, 2025, WHICH OVERLAPS WITH MOST OF NEBH'S FISCAL YEAR ACTIVITIES REPORTED IN THIS FILING.DURING THE FISCAL YEAR COVERED BY THIS FILING, NEBH HAD NET EXPENDITURES OF $$209,247 REPORTED ON THIS SCHEDULE H, PART I, LINE 7F RELATED TO NEBH'S RESIDENCY PROGRAM WHICH REPRESENTED .10 % OF NEBH'S TOTAL EXPENSES.IN ADDITION, AS NOTED THROUGHOUT THIS FORM 990, NEBH IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. IN ADDITION TO NEBH ENGAGING HEALTH PROFESSIONS EDUCATION / GRADUATE MEDICAL EDUCATION, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), LAHEY CLINIC HOSPITAL AND MOUNT AUBURN HOSPITAL, WHICH ARE ALL SISTER ENTITIES TO NEBH, 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 ONLY THE EDUCATIONAL ACTIVITIES OF NEBH ARE QUANTIFIED IN NEBH'S FORM 990 SCHEDULE H, PART I, 7F, THESE OTHER EDUCATIONAL ARE ALSO IMPORTANT TO THE COMMUNITIES SERVED BY NEBH AND BEYOND. ADDITIONAL INFORMATION ON THE TEACHING ACTIVITIES AT BIDMC 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 PROGRAMS THE 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 BIDMC THE 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 PROGRAM OUR 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 TRACKS CURRENTLY, SIX TRACKS ARE OFFERED:- CLINICAL- EDUCATION- RESEARCH- GLOBAL HEALTH- QUALITY IMPROVEMENT- HEALTH POLICY/HEALTH ECONOMICSEACH 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 NEBH'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)THE 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, NEBH 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: 04-21043382. BETH ISRAEL DEACONESS HOSPITAL MILTON EIN: 04-21036043. BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. EIN: 0432296794. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. EIN: 22-26673545. BETH ISRAEL DEACONESS MEDICAL CENTER, INC. EIN: 04-21038816. EXETER HOSPITAL, INC. EIN: 22-26740147. LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS EIN: 04-27046868. MOUNT AUBURN HOSPITAL EIN: 04-21036069. NEW ENGLAND BAPTIST HOSPITAL EIN: 04-XXX-XX-XXXX. NORTHEAST HOSPITAL CORPORATION EIN: 04-XXX-XX-XXXX. WINCHESTER HOSPITAL EIN: 04-2104434 EDUCATION 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 WEIGHT LOSS MEDICATIONS BY EXPANDING SERVICES WITHIN A PHARMACIST LED WEIGHT MANAGEMENT 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 POST ACUTE AND ALTERNATIVE CARE MODELS BY EXPANDING SKILLED NURSING FACILITY TRANSITION SUPPORT AND FURTHER DEVELOPING HOSPITAL AT HOME PROGRAMMING. TOGETHER, THESE MODELS PROVIDE SAFE, HIGH QUALITY CARE IN LOWER COST 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. 1 MISSION HILL LINK INC 1534 TREMONT ST BOSTON MA 021200000 042921969 501(C)(3) 50000 17206 FMV TRANSPORTATION CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS ROXBURY TENANTS OF HARVARD ASSOCIATION INC 11 NEW WHITNEY STREET BOSTON MA 021156276 042555987 501(C)(3) 24300 500 FMV SUPPORT CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS MISSION HILL NEIGHBORHOOD HOUSING 1620 TREMONT ST ROXBURY XING MA 021201613 237428011 501(C)(3) 16210 5285 FMV HOUSING SUPPORT CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS TOBIN COMMUNITY CTRMISSION HILL COMMUNITY SCHOOL COUNCIL INC 1481 TREMONT STREET ROXBURY MA 021201613 043103865 501(C)(3) 15750 3447 FMV HEALTHY LIVING SUPPORT CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS MISSION HILL MAIN STREETS 1542 TREMONT STREET BOSTON MA 021200000 043400164 501(C)(3) 13100 0 CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS CITY OF BOSTON 1 CITY HALL SQUARE ROOM M35 BOSTON MA 02111 046001907 GOVERNMENT ENTITY 370872 0 SUPPORT FOR CITY INFRASTRUCTURE 6 0 PART I, LINE 2: COMMUNITY BENEFITS GRANTS -- AS PREVIOUSLY NOTED IN THIS FILING NEW ENGLAND BAPTIST HOSPITAL MAINTAINS STRONG RELATIONSHIPS WITH MANY COMMUNITY PARTNERS AND NEW ENGLAND BAPTIST HOSPITAL 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. NEW ENGLAND BAPTIST HOSPITAL 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, NEW ENGLAND BAPTIST HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. BILH, NEW ENGLAND BAPTIST HOSPITAL 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. NEW ENGLAND BAPTIST HOSPITAL ENSURES THESE SUBSIDIES ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THE RECIPIENT ENTITIES. 1 1 0 0 0 0 0 1 1 1 TABB MD KEVIN CEO (EX-OFF) (CEO, BILH) 0 2267647 0 1000000 0 398244 0 1021480 0 47000 0 4734371 0 0 RIOS CINDY TREAS (EX-OFF) (EXEC VP & CFO, BILH) 0 1031770 0 125000 0 229483 0 2171401 0 37049 0 3594703 0 0 WARD MD DANIEL CHIEF, DIVISION OF ARTHROPLASTY 699110 0 766000 0 3421 0 31730 0 30664 0 1530925 0 0 0 HEALY PETER TTEE (EXO) (DIV PRES, METRO BOSTON) 0 1189163 0 63138 0 144269 0 19830 0 40480 0 1456880 0 0 MATTINGLY MD DAVID TTEE EXOFF; SURG CHIEF & ORTHO CHAIR 0 920486 0 402000 0 9127 0 6900 0 27849 0 1366362 0 0 SMITH MD ERIC TTEE (EX-OFF) (CHAIR, ORTHOPEDICS) 897496 0 230000 0 2900 0 16365 0 3847 0 1150608 0 0 0 KATZ ESQ JAMIE CLERK (EX-OFF); BILH GENERAL COUNSEL 0 870522 0 0 0 130539 0 24780 0 9010 0 1034851 0 0 PASSAFARO DAVID PRESIDENT & TRUSTEE (EX-OFFICIO) 534295 0 80000 0 65250 0 23130 0 4287 0 706962 0 0 0 MATEJKA MD JAN P ANESTHESIOLOGIST 532179 0 22000 0 39655 0 34500 0 47599 0 675933 0 0 0 PATEL MD SAMIR ANESTHESIOLOGIST 497558 0 42600 0 31062 0 34500 0 26494 0 632214 0 0 0 BASILICO MD FACC FREDERICK C TTEE EX-OFF; CHIEF PHYS, MED/CARDIO 0 598116 0 0 0 3214 0 0 0 30244 0 631574 0 0 FRANCIOLI CARL TREAS EX-OF; BILH INTRM CFO/BSTN CFO 0 531632 0 1095 0 25925 0 13814 0 41145 0 613611 0 0 CRUZ-GERVIS MD ROBERTO TTEE EXO; MED STFF PRES/CHF HOSP SVC 0 459369 0 0 0 2038 0 17296 0 26532 0 505235 0 0 HOLLENBECK MD BRIAN TTEE (EX-OFF),SRVP,CMO CHF,INFCT DIS 0 438169 0 11790 0 2856 0 15359 0 30952 0 499126 0 0 SMITH RN MS MARY SULLIVAN TTEE EX-OFF/INT PRES; SVP, COO & CNO 445734 0 15001 0 6111 0 24301 0 6878 0 498025 0 0 0 HAYEK MD JIHAD JAY CHAIR, DEPARTMENT OF PATHOLOGY 384824 0 0 0 4983 0 11507 0 26872 0 428186 0 0 0 SMITH MBA BRIAN ASST TREAS EXOF & METRO BSTN MKT CFO 0 321570 0 0 0 9839 0 3543 0 37672 0 372624 0 0 IDE RN PATRICIA EXEC DIRECTOR QUALITY/PATIENT SAFETY 250494 0 0 0 1690 0 13183 0 28220 0 293587 0 0 0 O'MALLEY RN MSN MBA ROSEMARY INTERIM CHIEF NURSING OFFICER 248001 0 0 0 1793 0 1000 0 26436 0 277230 0 0 0 GIORDANO RN VALERIE CHIEF OF STAFF AND VP, REAL ESTATE 198473 0 0 0 24538 0 27552 0 4840 0 255403 0 0 0 TIMKO ESQ APRIL ASST CLERK (ASSOC GC BILH) 0 196809 0 0 0 283 0 12087 0 35333 0 244512 0 0 GEVITZ ESQ KATHRYN ASST CLERK; ASSOC GEN COUNSEL, BILH 0 184092 0 0 0 149 0 6734 0 12521 0 203496 0 0 LEGASSIE PAIGE VP, HUMAN RESOURCES BUSINESS PARTNER 177860 0 0 0 4821 0 5262 0 12465 0 200408 0 0 0 PART I, LINE 3 NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF NEW ENGLAND BAPTIST HOSPITAL. 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): BASILICO, MD, FACC, FREDERICK C. DR. BASILICO HELD THE FOLLOWING POSITIONS UNTIL DECEMBER 31, 2024: - PRESIDENT, TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO); CHIEF PHYSICIAN, MEDICINE/CARDIOLOGY - NEW ENGLAND BAPTIST HOSPITAL 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. CRUZ-GERVIS, M.D., ROBERTO DR. CRUZ-GERVIS HELD THE FOLLOWING POSITIONS UNTIL MARCH 9, 2025: - CHAIR & TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO); PRESIDENT, MEDICAL STAFF AND CHIEF, HOSPITALIST SERVICES - NEW ENGLAND BAPTIST HOSPITAL 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. 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. GALBRAITH, MBA, FACHE, KATIE MS. GALBRAITH BEGAN SERVING IN THE FOLLOWING ROLES ON AUGUST 18, 2025: - PRESIDENT AND TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. ACCORDINGLY, SINCE DR. WYLIE DID NOT BEGIN SERVING IN HER POSITIONS UNTIL CALENDAR YEAR 2025, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. GEVITZ, ESQ., KATHRYN - ASSOCIATE GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - ASSISTANT CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - ASSISTANT CLERK (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL - TERM BEGAN MARCH 1, 2025 MS. GEVITZ 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. GIORDANO, RN, VALERIE - CHIEF OF STAFF AND VICE PRESIDENT, REAL ESTATE - NEW ENGLAND BAPTIST HOSPITAL MS. GIORDANO 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. HAYEK, M.D., JIHAD (JAY) - CHAIR, DEPARTMENT OF PATHOLOGY - NEW ENGLAND BAPTIST HOSPITAL DR. HAYEK 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. HEALY, PETER UNLESS OTHERWISE NOTED BELOW, MR. HEALY HELD THE POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIVISIONAL PRESIDENT, METRO BOSTON BETH ISRAEL LAHEY HEALTH, INC. - PRESIDENT & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) AND CO-CHAIR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) JOSLIN DIABETES CENTER, INC. - TRUSTEE JOSLIN CLINIC, INC. MR. HEALY SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. HEALY INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $106,547. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. HEALY ALSO INCLUDES PAYMENTS IN THE AMOUNT OF $15,222 FOR GROUP TERM LIFE INSURANCE. 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. SCHEDULE J FOOTNOTES (CONTINUED): - 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. HOLLENBECK, M.D., BRIAN - TRUSTEE (EX-OFFICIO) SENIOR VICE PRESIDENT, CHIEF MEDICAL OFFICER, & CHIEF, SECTION OF INFECTIOUS DISEASES - NEW ENGLAND BAPTIST HOSPITAL - PRESIDENT, CHAIR, & TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TERM BEGAN JANUARY 1, 2025 DR. HOLLENBECK SERVED IN THE POSITIONS ABOVE DURING THE FULL 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. IDE, R.N., PATRICIA - EXECUTIVE DIRECTOR QUALITY/PATIENT SAFETY - NEW ENGLAND BAPTIST HOSPITAL MS. IDE 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. 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. LEGASSIE, PAIGE MS. LEGASSIE SERVED IN THE FOLLOWING POSITIONS BELOW DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM BEGAN MARCH 9, 2025 - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NEW ENGLAND BAPTIST HOSPITAL - TERM ENDED ON MARCH 9, 2025 - SECRETARY & TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TERM ENDED ON MARCH 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. MATEJKA, M.D., JAN P - ANESTHESIOLOGIST - NEW ENGLAND BAPTIST HOSPITAL DR. MATEJKA SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENT FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $16,655 MATTINGLY, M.D., DAVID DR. MATTINGLY SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO); CHAIR OF ORTHOPEDICS; CHIEF SURGEON - NEW ENGLAND BAPTIST HOSPITAL - TERM ENDED ON SEPTEMBER 1, 2025 - TRUSTEE; CHAIR OF ORTHOPEDICS - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TERM ENDED ON SEPTEMBER 30, 2025 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. SCHEDULE J FOOTNOTES (CONTINUED): BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. O'MALLEY, RN, MSN, MBA, ROSEMARY MS. O'MALLEY SERVED IN THE FOLLOWING POSITION BEGINNING ON SEPTEMBER 21, 2025. - INTERIM CHIEF NURSING OFFICER NEW ENGLAND BAPTIST HOSPITAL AS NOTED ABOVE, MS. O'MALLEY BEGAN IN THE ROLE ABOVE AND THEREFORE AS A KEY EMPLOYEE DURING CALENDAR YEAR 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS FILING IS CALENDAR YEAR 2024 COMPENSATION. AS SUCH, THERE IS NO COMPENSATION REPORTED FOR MS. O'MALLEY IN THIS FILING. PASSAFARO, DAVID - PRESIDENT & TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. MR. PASSAFARO SERVED IN THE POSITIONS ABOVE UNTIL APRIL 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. PASSAFARO INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $80,000. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $21,145. IN ADDITION, OTHER REPORTABLE COMPENSATION FOR MR. PASSAFARO INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $21,605. PATEL, M.D., SAMIR - ANESTHESIOLOGIST - NEW ENGLAND BAPTIST HOSPITAL DR. PATEL 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. 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. SMITH, M.D., ERIC - TRUSTEE (EX-OFFICIO) & CHAIR, ORTHOPEDICS SURGEON - NEW ENGLAND BAPTIST HOSPITAL DR. SMITH 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. SMITH, MBA, BRIAN MR. SMITH SERVED IN THE FOLLOWING POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2025. - MARKET CHIEF FINANCIAL OFFICER, METRO BOSTON BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - NEW ENGLAND BAPTIST HOSPITAL - TREASURER, TRUSTEE (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - MOUNT AUBURN HOSPITAL - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - MOUNT AUBURN PROFESSIONAL SERVICES, 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. SMITH, RN., MS., MARY SULLIVAN - TRUSTEE (EX-OFFICIO) AND INTERIM PRESIDENT, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF NURSING OFFICER - NEW ENGLAND BAPTIST HOSPITAL. MS. SULLIVAN SMITH SERVED AS TRUSTEE, CHIEF OPERATING OFFICER AND CHIEF NURSING OFFICER OF NEW ENGLAND BAPTISTS HOSPITAL UNTIL HER RETIREMENT ON SEPTEMBER 19, 2025. IN ADDITION, SHE SERVED AS INTERIM PRESIDENT FROM MAY 1, 2025 TO AUGUST 17, 2025. - TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - MS. SMITH SERVED IN THE ABOVE ROLE FROM MAY 1, 2025 TO AUGUST 17, 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 SCHEDULE J FOOTNOTES (CONTINUED): -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. TIMKO, ESQ., APRIL - ASSOCIATE GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TERM ENDED FEBRUARY 28, 2025 MS. TIMKO SERVED IN THE FOLLOWING POSITIONS ABOVE DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025. SHE CONTINUES IN HER ROLE AS ASSOCIATE GENERAL COUNSEL - 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. WARD, MD., DANIEL - CHIEF, DIVISION OF ARTHROPLASTY - NEW ENGLAND BAPTIST HOSPITAL 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. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57585BPD4 2025-08-14 923737714 MDFA - SERIES 2025N - SEE PART VI 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584Y7K9 2023-12-12 442970000 MDFA - SERIES 2023M - SEE PART VI 0 0 0 C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584YTK5 2019-07-31 211922775 MDFA - SERIES 2019K - SEE PART VI 0 0 0 D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584YJW0 2018-06-26 479594374 MDFA - SERIES 2018J-1,J-2 - SEE PART VI 0 0 0 A 925222558 5454992 3304135 28217460 169812693 718433278 1 0 0 1 B 457215735 3559000 430865374 22791361 0 0 0 1 C 44260000 211922775 2931137 19714020 189277618 2019 0 0 1 1 D 20455000 504358641 4594374 499764267 2021 0 0 1 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 D 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 0 1 1 0 0 0 0 1 D 0 0 0 1 0 0 0 1 1 A 1 B 1 C 1 D 1 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. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584XMT5 2016-05-12 257611877 MDFA - SERIES 2016I - SEE PART VI 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584XFW6 2015-10-21 262828878 MDFA - LAHEY SERIES F - SEE PART VI 0 0 0 C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584XDH1 2015-09-02 203702204 MDFA - SERIES 2015 H-1 - SEE PART VI 0 0 0 D NH HEALTH AND EDUCATION FACILITIES AUTHORITY 020279866 000000000 2015-03-02 24020000 EXETER SERIES 2015 - SEE PART VI 0 0 0 A 68715000 257618370 2515889 19006493 236095988 2016 0 1 1 1 B 168545000 262953908 4857465 3129474 94764737 160202232 2021 1 1 1 1 C 173200000 203702204 2348479 201353725 1 1 1 1 D 15240000 24020000 162154 23857846 2015 1 0 1 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 1 1 C 0 0 0 1 0 0 0 0 1 D 1 1 0 0 0 1 A 1 B 1 C 1 D 1 A NH HEALTH AND EDUCATION FACILITIES AUTHORITY 020279866 000000000 2012-03-09 32565000 EXETER SERIES 2012 - SEE PART VI 0 0 0 B MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY 042456011 57586CDD4 2004-07-08 30340000 MHEFA - WINCHESTER F - ADV REFUND 0 0 0 A 16685000 32565000 215404 32349596 2012 1 0 1 1 B 13590000 30340000 365445 47003 29927552 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 1 1 0 0 0 1 B 0 0 0 1 1 1 MORGAN STANLEY 20.000000000000 0 0 0 0 1 A 1 B 1 SUBSTANTIAL CONTRIBUTOR INDEPENDENT CONTRACTOR 199097 FROM TIME TO TIME, NEW ENGLAND BAPTIST HOSPITAL'S SERVICE PROVIDERS AND/OR VENDORS MAY MAKE A CHARITABLE CONTRIBUTION TO NEW ENGLAND BAPTIST HOSPITAL TO SUPPORT NEW ENGLAND BAPTIST HOSPITAL'S TAX EXEMPT MISSION. ALL OF NEW ENGLAND BAPTIST HOSPITAL'S AGREEMENTS WITH VENDORS AND SERVICE PROVIDERS ARE REVIEWED BY THE BETH ISRAEL LAHEY HEALTH (BILH) OFFICE OF GENERAL COUNSEL AND OTHER BILH FUNCTIONS PURSUANT TO BILH'S POLICIES AND PROCEDURES BEFORE THEY ARE SIGNED. NO AGREEMENTS INCLUDE QUID PRO QUO PROVISIONS REQUIRING SERVICE PROVIDERS AND/OR VENDORS TO MAKE CONTRIBUTIONS TO NEW ENGLAND BAPTIST HOSPITAL NOR ARE ANY CONTRIBUTIONS TAKEN INTO ACCOUNT AS AN INDUCEMENT TO SIGN AN AGREEMENT. ALL SUCH CONTRIBUTIONS ARE GIFTS MADE OUT OF GENEROSITY OF THE SERVICE PROVIDER/VENDOR. TRANSACTIONS WITH THOSE DONORS ARE REPORTED IN THIS FORM 990 SCHEDULE L AS REQUIRED. 0 X 17 1920015 COST OR SELLING PRICE X ITEMS FOR PATIENTS/MEMBERS 2 20652 COST OR SELLING PRIC 0 1 0 PART I, COLUMN (B): THE NUMBERS REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF NEBH PATIENTS. NEBH STRIVES TO TRANSFORM PATIENTS' LIVES BY PROMOTING WELLNESS, RESTORING FUNCTION, LESSENING DISABILITY, ALLEVIATING PAIN AND ADVANCING KNOWLEDGE IN MUSCULOSKELETAL DISEASES AND RELATED DISORDERS. NEBH PROVIDES CARE TO MEDICARE, MEDICAID AND ALL OTHER PATIENTS. NEBH ACCOMPLISHES THIS MISSION IN CLOSE CONNECTION WITH THE OTHER MEMBERS OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. IN ADDITION, AS PART OF ITS DEDICATION TO PROVIDING COMMUNITY BENEFITS, NEBH IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES IT SERVES. NEBH IS DEDICATED TO THE PLANNING, DEVELOPMENT, IMPLEMENTATION AND MONITORING OF PROGRAMS THAT ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITY AND OFFER CLINICAL, EDUCATIONAL AND FINANCIAL RESOURCES. THESE PROGRAMS ARE DESIGNED TO IMPROVE AWARENESS OF THE HEALTH CARE ISSUES IN THE COMMUNITIES SERVED AND INCREASE PARTICIPATION IN WELLNESS AND PREVENTATIVE HEALTH ACTIVITIES. FOR ADDITIONAL DETAIL, SEE FORM 990 SCHEDULE H. THE HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK AND WORKS IN CLOSE COLLABORATION WITH BILH AND ITS AFFILIATES TO ACCOMPLISH ITS MISSION. BETH ISRAEL LAHEY HEALTH (BILH) IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,900 PHYSICIANS AND 39,000 EMPLOYEES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC) D/B/A BILH BEHAVIORAL SERVICES, ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER (JDC), EXETER HEALTH RESOURCES, INC (EHRI) AND BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS, EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND LHSS IN TURN SERVED AS THE SOLE MEMBER OF THE ENTITIES WHICH COMPRISE, AMONG OTHER OPERATIONS, BETH ISRAEL LAHEY HEALTH CONTINUING CARE AND BETH ISRAEL LAHEY HEALTH MEDICAL GROUP. SEE FORM 990 SCHEDULE R FOR ADDITIONAL INFORMATION. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF NEBH PATIENTS. NEBH STRIVES TO TRANSFORM PATIENTS' LIVES BY PROMOTING WELLNESS, RESTORING FUNCTION, LESSENING DISABILITY, ALLEVIATING PAIN AND ADVANCING KNOWLEDGE IN MUSCULOSKELETAL DISEASES AND RELATED DISORDERS. NEBH PROVIDES CARE TO MEDICARE, MEDICAID AND ALL OTHER PATIENTS. NEBH ACCOMPLISHES THIS MISSION IN CLOSE CONNECTION WITH THE OTHER MEMBERS OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. IN ADDITION, AS PART OF ITS DEDICATION TO PROVIDING COMMUNITY BENEFITS, NEBH IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES IT SERVES. NEBH 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 AS NOTED IN THIS FORM 990, NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL. THE HOSPITAL PROVIDES HIGH QUALITY CLINICAL SERVICES DIVIDED INTO CARE CENTERS: ORTHOPEDIC, MEDICAL, SURGICAL, DIAGNOSTICS AND SUPPORT SERVICES, REHABILITATION SERVICES AND OTHER PATIENT CARE. THROUGH THESE CARE CENTERS, NEBH PATIENTS RECEIVE NOT ONLY THE FINEST ORTHOPEDIC SERVICES, BUT ALSO DIAGNOSTIC, SURGICAL, MEDICAL AND REHABILITATIVE TREATMENT THAT'S BEYOND COMPARE. NEBH PROVIDES THE MOST ADVANCED METHODS OF HEALTH CARE COMBINED WITH COMPASSIONATE, HIGHLY SKILLED AND WELL-TRAINED PROVIDERS OF CARE. NEBH NURSES AND HEALTH CARE PROFESSIONALS PROVIDE A COMPREHENSIVE ARRAY OF PROGRAMS AND SERVICES THAT ARE FOCUSED ON PATIENTS AND MEETING THE NEBH COMMUNITY'S HEALTH CARE NEEDS RELATED TO PROMOTING WELLNESS, RESTORING FUNCTION, LESSENING DISABILITY AND ALLEVIATING PAIN RELATED TO MUSCULOSKELETAL/ORTHOPEDIC DISEASES AND DISORDERS. TO THAT END, NEBH OFFERS HEALTH SERVICES RELATED TO ARTHRITIS CARE, FOOT & ANKLE (PODIATRY) CARE, HAND, WRIST & ELBOW/UPPER EXTREMITY CARE, HIP CARE, HOME INFUSION THERAPY, JOINT HEALTH & REPLACEMENT, KNEE CARE, LUNG & RESPIRATORY CARE, REHABILITATION/ PHYSICAL MEDICINE, SHOULDER CARE, SPINE CARE, SPORTS MEDICINE AS WELL AS RADIOLOGY/DIAGNOSTIC IMAGING. DURING THE PERIOD COVERED BY THIS FILING, NEW ENGLAND BAPTIST HOSPITAL HAD 121,044 OUTPATIENT ENCOUNTERS AND 8,106 HOSPITAL CLINIC ENCOUNTERS. THIS INCLUDED 55 OBSERVATION CASES, 7,615 PAIN CLINIC VISITS, 6,573 OUTPATIENT AMBULATORY SURGERIES, 64,461 OUTPATIENT RADIOLOGY EXAMS, 4,030 OUTPATIENT CT EXAMS, 297 OUTPATIENT ULTRASOUNDS, 2,130 OUTPATIENT MRIS, 265 OTHER NUCLEAR MEDICINE TESTS, 116,120 OUTPATIENT LAB TESTS, 27,603 OUTPATIENT REHABILITATION/PHYSICAL THERAPY VISITS, AND 7,718 OTHER TESTS AND PROCEDURES. FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: INPATIENT MEDICAL / SURGICAL AND INTENSIVE CARE NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) CARED FOR ITS PATIENTS IN ITS 118 LICENSED BEDS AND IN ALL OF THE AREAS NOTED ABOVE. DURING THE PERIOD COVERED BY THIS FILING, NEBH AND HAD 2,458 INPATIENT DISCHARGES WITH 7,525 PATIENT DAYS AND PERFORMED 2,462 INPATIENT SURGERIES. IN ADDITION, ALTHOUGH NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, NEBH STILL PROVIDES CARE TO ALL WHO NEED URGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. ALL PATIENTS WHO PRESENT AT NEBH ARE TRIAGED TO THE APPROPRIATE VENUE FOR THEIR CARE DEPENDING UPON THEIR CLINICAL PRESENTATION. A PHYSICIAN AND NURSE CLINICAL TEAM COLLABORATES TO IDENTIFY THE APPROPRIATE VENUE PRIOR TO THE ARRIVAL OF PATIENT WHEN POSSIBLE. THE PHYSICIAN WILL MAKE A DETERMINATION AS TO THE BEST PATIENT DISPOSITION. CLINICAL SITUATIONS RECEIVED BY PHONE OR WALK-IN REQUIRING EMERGENCY MANAGEMENT ARE DIRECTED TO THE NEAREST EMERGENCY DEPARTMENT, SUCH AS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), A SISTER HOSPITAL WITH WHOM NEBH HAS AN EMERGENCY TRANSFER AGREEMENT. BIDMC IS A TERTIARY CARE ACADEMIC MEDICAL CENTER WHICH OPERATES A LEVEL I TRAUMA EMERGENCY DEPARTMENT 24 HOURS A DAY, 7 DAYS A WEEK AND WHICH IS LOCATED APPROXIMATELY ONE MILE FROM NEBH. ALL PATIENTS WHO COME TO NEBH, AND WHO CAN BE ADEQUATELY TREATED AT NEBH, ARE TREATED AND NOT TRANSFERRED, REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR CARE. 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 NEW ENGLAND BAPTIST HOSPITAL. 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 NEW ENGLAND BAPTIST HOSPITAL. FORMS 1099 WERE ALL ISSUED IN THE BILH NAME AND UNDER THE BILH EIN. HOWEVER, IN ACCORDANCE WITH INSTRUCTIONS TO THIS FORM 990, NEW ENGLAND BAPTIST HOSPITAL 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 NEW ENGLAND BAPTIST HOSPITAL. 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 NEW ENGLAND BAPTIST HOSPITAL'S SOLE MEMBER. THE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL HAS THE RIGHTS AND POWERS DELINEATED BELOW, AS DESIGNATED IN NEW ENGLAND BAPTIST HOSPITAL'S BY-LAWS. NEW ENGLAND BAPTIST HOSPITAL MAY BE REFERRED TO AS "THE CORPORATION" IN THE PARAGRAPHS BELOW. RESERVED POWERS SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'S BOARD AND THE NEW ENGLAND BAPTIST HOSPITAL 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 NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'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, ENTITY-NAME}}'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 NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'S BOARD CHAIR. COMPENSATION: COMPENSATION FOR THE PRESIDENT SHALL BE SET BY THE MEMBER AFTER CONSULTATION WITH NEW ENGLAND BAPTIST HOSPITAL'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: NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL. 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 NEW ENGLAND BAPTIST HOSPITAL 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. NEW ENGLAND BAPTIST HOSPITAL'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'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, NEW ENGLAND BAPTIST HOSPITAL 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 NEW ENGLAND BAPTIST HOSPITAL 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 NEW ENGLAND BAPTIST HOSPITAL 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 NEW ENGLAND BAPTIST HOSPITAL 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, NEW ENGLAND BAPTIST HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS NEW ENGLAND BAPTIST HOSPITAL'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 NEW ENGLAND BAPTIST HOSPITAL'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, NEW ENGLAND BAPTIST HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS NEW ENGLAND BAPTIST HOSPITAL'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. NEW ENGLAND BAPTIST HOSPITAL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT SCHRAFFT'S CITY CENTER, 4TH FLOOR, 529 MAIN STREET CHARLESTOWN, MA 02129 FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS 172,626. PENSION ADJUSTMENT CHANGE IN FUNDED STATUS OF BENEFITS 2,659,720. TRUST AND PLEDGE ADJUSTMENTS -1,723,561. GAIN/LOSS FROM JOINT VENTURES FORM 990, PART XII, LINE 2C: AS NOTED THROUGHOUT THIS FORM 990, NEW ENGLAND BAPTIST HOSPITAL 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 NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST HOSPITAL 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. 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NH 501(C)(3) 3 EXETER HEALTH RESOURCES INC 1 EXETER MED REAL INC 5 ALUMNI DRIVE EXETER NH 03833 020418718 REAL ESTATE HOLDING COMPANY NH 501(C)(25) EXETER HEALTH RESOURCES INC 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 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 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 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 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 1 LAHEY CLINIC CANADIAN FOUNDATION 130 KING ST WEST TORONTO ONTARIO CA FUNDRAISING ORG CA N/A 0 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 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 1 LAHEY CLINIC INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 042704683 HEALTHCARE MA 501(C)(3) 10 LAHEY CLINIC FOUNDATION INC 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 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 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 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 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 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 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 1 NORTHEAST HOSPITAL CORPORATION 85 HERRICK ST BEVERLY MA 01915 042121317 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL LAHEY HEALTH SPECIALTY CARE INC 85 HERRICK ST BEVERLY MA 01915 043201853 HEALTHCARE MA 501(C)(3) 10 NORTHEAST HOSPITAL CORPORATION 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 1 NORTHEAST SENIOR HEALTH CORPORATION 85 HERRICK ST BEVERLY MA 01915 042731137 HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 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 1 SEACOAST AFFILIATED GROUP PRACTICE INC 25 HIGHLAND AVE NEWBURYPORT MA 01915 043485648 PHYSICIAN GROUP MA 501(C)(3) 10 ANNA JAQUES HOSPITAL INC 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 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 1 WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC 41 HIGHLAND AVE WINCHESTER MA 01890 223137856 ACO - 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LOANS OR LOAN GUARANTEES TO OR FOR RO NEW ENGLAND BAPTIST HOSPITAL ("NEBH") IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH ("BILH") OBLIGATED GROUP AND AS SUCH IS JOINTLY AND SEVERALLY LIABLE FOR ALL DEBT OF THE OBLIGATED GROUP. IN THIS CAPACITY, NEBH HAS MADE LOAN GUARANTEES TO THE FOLLOWING OTHER MEMBERS OF THE OBLIGATED GROUP TOTALING $2,797,479,830: ANNA JAQUES HOSPITAL BETH ISRAEL DEACONESS MEDICAL CENTER LAHEY CLINIC FOUNDATION NORTHEAST HOSPITAL CORP. D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS WINCHESTER HOSPITAL BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH MOUNT AUBURN HOSPITAL BETH ISRAEL DEACONESS HOSPITAL MILTON BETH ISRAEL DEACONESS HOSPITAL NEEDHAM EXETER HOSPITAL FORM 990, SCH R, PART V, LN 1E - LOANS OR LOAN GUARANTEES BY RO NEBH 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 NEBH. IN THIS CAPACITY, THE ENTITIES LISTED BELOW HAVE LOAN GUARANTEES TO AJH TOTALING $42,859,288 : ANNA JAQUES HOSPITAL BETH ISRAEL DEACONESS MEDICAL CENTER LAHEY CLINIC FOUNDATION LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS LAHEY CLINIC, INC. MOUNT AUBURN PROFESSIONAL SERVICES NORTHEAST HOSPITAL CORP. D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS WINCHESTER HOSPITAL BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH MOUNT AUBURN HOSPITAL BETH ISRAEL DEACONESS HOSPITAL - MILTON BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM EXETER HOSPITAL MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE FORM 990, SCH R, PART V, LN 1M - PERF OF SVCS/MEMBERSHIP/FUNDRAISING BY RO AS NOTED THROUGHOUT THIS FILING, NEBH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF NEBH'S AFFILIATES PROVIDED SERVICES TO NEBH IN FURTHERANCE FOR THE EXEMPT PURPOSE OF NEBH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, NEBH RECEIVED THE FOLLOWING SERVICES FROM ITS TAX-EXEMPT AFFILIATES: 1. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS PHYSICIAN SERVICES. & AFFILIATE SUPPORT: $7,011,271 2. BETH ISRAEL LAHEY HEALTH, INC. AS A SUPPORT ORGANIZATION OF NEBH PROVIDES CENTRALIZED SUPPORT TO, AND OVERSEES THE FINANCIAL WELL-BEING OF, ITS NETWORK OF SUPPORTED ORGANIZATIONS. THESE ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING AREAS: EXECUTIVE MANAGEMENT AND OPERATIONAL LEADERSHIP, STRATEGIC PLANNING, HUMAN RESOURCES AND BENEFIT PLAN STRUCTURING, DEVELOPMENT AND FUNDRAISING, COMPLIANCE, GOVERNANCE AND LEGAL, PAYOR CONTRACTING, REVENUE CYCLE, FINANCIAL PLANNING & ANALYSIS, CAPITAL PLANNING, FINANCE AND ACCOUNTING INCLUDING PROCESSING PAYROLL AND ACCOUNTS PAYABLE, INTERNAL AND EXTERNAL AUDIT, INSURANCE, DEBT STRUCTURING SUPPORT AND FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT, TAX SERVICES, INVESTMENT MANAGEMENT SERVICES, SUPPLY CHAIN MANAGEMENT AND PURCHASING AND NETWORK-WIDE CASH MANAGEMENT. A. NETWORK ASSESSMENT FEE FOR SERVICES ABOVE: $28,897,606 B. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $58,043,667 C. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $114,219,134 D. SEE OTHER CODES FOR ADDITIONAL DETAILS. 3. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PHYSICIAN AND OTHER SERVICES: $4,599,237 4. JOSLIN DIABETES CENTER PHYSICIAN SERVICES: $106,070 FORM 990, SCH R, PART V, LN 1O - SHARING OF PAID EMPLOYEES WITH RO 1. BETH ISRAEL LAHEY HEALTH, INC.: $595,012 2. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES: $284,877 FORM 990, SCH R, PART V, LN 1P - REIMBURSEMENT PAID TO RO FOR EXPENSES AS NOTED THROUGHOUT THIS FILING, NEBH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, NEBH REIMBURSED ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED ON BEHALF OF NEBH IN FURTHERANCE OF THE EXEMPT PURPOSE OF NEBH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, NEBH MADE THE FOLLOWING REIMBURSEMENTS FOR EXPENSES TO ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. EXPENSE REIMBURSEMENT FOR SALARIES AND BENEFITS: $11,322,899 2. BETH ISRAEL LAHEY HEALTH PHARMACY - EXPENSE REIMBURSEMENT FOR PHARMACY OPERATIONAL COSTS: $86,753 FORM 990, SCH R, PART V, LN 1Q - REIMBURSEMENT PAID BY RO FOR EXPENSES AS NOTED THROUGHOUT THIS FILING, NEBH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, NEBH WAS REIMBURSED BY ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED IN FURTHERANCE OF THE EXEMPT PURPOSE OF NEBH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, NEBH RECEIVED THE FOLLOWING REIMBURSEMENTS FOR EXPENSES FROM ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL DEACONESS MEDICAL CENTER EXPENSE REIMBURSEMENT FOR SALARIES AND BENEFITS: $205,075 2. BETH ISRAEL LAHEY HEALTH, INC. EXPENSE REIMBURSEMENT FOR OPERATIONAL COSTS: $4,649,925 3. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER EXPENSE REIMBURSEMENT FOR MEDICAL STAFF DUES: $248,178 4. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES EXPENSE REIMBURSEMENT FOR BENEFITS AND MALPRACTICE INSURANCE: $396,582 FORM 990, SCH R, PART V, LN 1R - OTHER TRANSFER OF CASH OR PROPERTY TO RO AS NOTED THROUGHOUT THIS FILING, NEBH IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, NEBH 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 NEBH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, NEBH 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: $220,615,315 2. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INSURANCE PREMIUM REBATE: $286,133 3. WINCHESTER HOSPITAL OTHER CASH TRANSFERS: $319,306 FORM 990, SCH R, PART V, LN 1S - OTHER TRANSFER OF CASH OR PROPERTY FROM RO AS NOTED THROUGHOUT THIS FILING, NEBH 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 NEBH AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF NEBH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, THE FOLLOWING CASH OR PROPERTY WAS TRANSFERRED TO NEBH BY ITS TAX-EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. OTHER CASH TRANSFERS: $27,401,303 2. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES CASH TRANSFERS: $400,417