ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE (EIN 02-0274905)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-14
- IRS object ID
- 202402279349301500
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T07:49:51-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Elm Street Suite 302 | AddressLine1Txt |
| City | Manchester | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020274905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockingham Visting Nurse Association | BusinessNameLine1Txt |
| Business Name Line2 | and Hospice | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 6035806694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Alumni Drive | AddressLine1Txt |
| City | Exeter | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cindy Rios | PersonNm |
| Person Title | BILH Executive VP & CFO | PersonTitleTxt |
| Phone | 6035806694 | PhoneNum |
| Signature | 2024-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 6036262200 | PhoneNum |
| Preparation | 2024-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Debra Cresta | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Alumni Drive | AddressLine1Txt |
| City | Exeter | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,078,275 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.exeterhospital.com/Rockingham-VNA-Hospice | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | The mission of Rockingham VNA & Hospice, a home health agency, is to assist in improving the health of the community. This mission is principally accomplished through the provision of health services and information to the community. Rockingham VNA & Hospice works to accomplish this mission by promoting well being and independence by providing patient-centered health care services in the comfort of the home and within the communities served. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 186 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $523,513 | PYContributionsGrantsAmt |
| CY Contributions Grants | $126,631 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,711,633 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,458,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,470 | PYInvestmentIncomeAmt |
| CY Investment Income | $303,463 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,353 | PYOtherRevenueAmt |
| CY Other Revenue | $49,627 | CYOtherRevenueAmt |
| PY Total Revenue | $17,241,263 | PYTotalRevenueAmt |
| CY Total Revenue | $14,938,637 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,857,333 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,935,455 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $825 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,315,508 | PYOtherExpensesAmt |
| CY Other Expenses | $4,556,090 | CYOtherExpensesAmt |
| PY Total Expenses | $19,173,666 | PYTotalExpensesAmt |
| CY Total Expenses | $18,491,545 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,932,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,552,908 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,859,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,565,265 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,010,072 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,453,681 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $849,907 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,111,584 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of Rockingham VNA & Hospice, a home health agency, is to assist in improving the health of the community. This mission is principally accomplished through the provision of health services and information to the community. (Continued on Schedule O)Rockingham VNA & Hospice works to accomplish this mission by promoting well being and independence by providing patient-centered health care services in the comfort of the home and within the communities served. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $15,928,191 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,458,916 | RevenueAmt |
| Desc | Rockingham VNA & Hospice's Home Care Program provides comprehensive skilled services to the adult population. The goal of these services is to improve the health and independence of the patients we serve. Our services include Skilled Nursing, Physical Therapy, Occupational Therapy, Speech Therapy, Social Work Services, Home Health Aide, Dietician, IV Specialist, Wound/Ostomy Specialist, Certified Diabetes Educator, Lymphedema Specialist and a Palliative Care Program. Rockingham VNA and Hospice provided 38,713 visits to 2,625 Home Care patients during fiscal year 2023. There were no costs to providing charitable care incurred during fiscal year 2023.(Continued on Schedule O)Rockingham VNA & Hospice's Hospice Program provides a comprehensive, medically directed, team oriented program of care. The essential components include care of the patient and family as one unit, pain and symptom management, 24 hour on-call availability, medical and nursing care, Home Health Aide, Social Work services, Bereavement and Spiritual care, Volunteers, Rehab services, and coordination of medications, medical supplies, and durable medical equipment. Rockingham VNA & Hospice provided 21,026 visits to 438 patients who received 26,795 days of patient care during fiscal year 2023. Rockingham VNA & Hospice's Community Outreach Program is dedicated to assisting in improving the health of the communities served through offering a variety of wellness clinics and educational opportunities. Community programs include Community Foot Clinics, Diabetes Support Groups, and Health Education Programs. In fiscal year 2023, RVNA & Hospice supported its mission by providing $63,025 in community outreach, benefits and financial support to the community which excluding $597,332 in uncovered Medicaid expenses.In addition to Rockingham VNA & Hospice's program service accomplishments described above, and as noted further below, the Beth Israel Lahey Health (BILH) network engaged in significant activities focused on expanding access to care and services, including underserved patient populations in order to reduce health inequities. There was also a strong focus on continuing to provide high quality care at a lower cost, when appropriate. BILH continues to focus on the behavioral health care needs of its communities as well. BILH Network Accomplishments and Activities - Fiscal Year Ended September 30, 2023Throughout the period covered by this filing, Beth Israel Lahey Health ("BILH") and its affiliates focused on expanding access and services, including to underserved patient populations in order to reduce health inequities. In addition, there was a strong focus on continuing to provide high quality care at a lower cost, when appropriate, as demonstrated by BILH's efforts to leverage community settings, keep care within the BILH Performance Network ("BILHPN"), and allow patients to receive care in their homes. The following highlights specific efforts during the period covered by this filing:Access & Expansion to Pharmacy Services - BILH Pharmacy has continued to expand its contractual relationships, allowing more patients to utilize its pharmacy for their prescriptions. In FY 2023, BILH Pharmacy successfully negotiated access to the Point32Health specialty pharmacy network as well as the WellSense Medicaid Accountable Care Organization ("ACO") plan. Examples of BILH Pharmacy's other efforts to expand patient access to medications include: - Enhanced medication authorization and access services to help patients obtain necessary insurance authorizations and find co-pay assistance, - Expanded the medication refill center to assist patients and providers in expediting medication renewals and ensuring prescribed medication and dosage are still appropriate, - Extended patient co-pay assistance programs to the Joslin Adult Diabetes clinic and Northeast Hospital Corporation patients, and - Expanded clinical pharmacy services in ambulatory clinics to help manage and optimize patients' complex medication therapies. - BILH Pharmacy also expanded its clinical pharmacy presence in clinics to reduce the health equity gap in the use of highly impactful medications to treat patients with diabetes and atherosclerotic cardiovascular diseases by improving their blood pressure and hemoglobin A1C. Interventions centered around prescribing evidence-based medications, educating patients about their conditions, and ensuring access to medication. Initial results have demonstrated an increase in the use of GLP-1 agonists and SGLT-2 inhibitors by 32% in Black and Hispanic populations, an average reduction in hemoglobin A1c of 0.8, and a decrease of systolic and diastolic blood pressures of 7mmHg and 2mmHg respectively.Improvement in Lab Services - BILH optimized the transportation routes of collected laboratory specimens to testing laboratories, ensuring high standards for turnaround times and maximum efficiency. This is foundational to the system's ability to consolidate testing, expand access to in-network laboratory services which in turn generally reduces cost, and support the provision of high-quality care and the clinician and patient experience. - Focus remained strong in developing physician practice delivery models and re-opening patient service centers. These efforts enhance community providers' ability to use BILH labs and increase patient access to BILH labs.Leveraging In-Network Care - BILH operates a Transfer Center that facilitates patient access to the appropriate placement of patient transfers. With the creation of the Transfer Center, BILH has been able to retain patients who might otherwise have gone outside of the system. By expanding its focus to community hospitals, BILH has enhanced its ability to place patients, including at locations potentially closer to the patients' homes. - BILHPN operates a centralized referral management program that focuses on patients seeking out-of-network specialty care and redirecting them to in-network specialty care, when clinically appropriate. Throughout FY 2023, BILHPN redirected well over one thousand patient visits. In most cases, care retained within BILH resulted in enhanced care coordination at a lower cost of care.Enabling Patients to Receive Care at Home - BILH launched its Hospital at Home program in FY 2023, starting with Lahey Clinic Hospital d/b/a Lahey Hospital & Medical Center. This has allowed eligible patients to be offered care in the setting most comfortable for them - their homes - while also customizing care plans and improving patients' mobility even while they are acutely ill. - In FY 2023, BILHPN put programs in place to manage length of stay at skilled nursing facilities ("SNFs"), reduce readmissions, and discharge medically appropriate patients directly to their homes with homecare services instead of to a SNF, provided patients are medically stable to return home after an acute care stay and will likely have better outcomes and lower cost of care.Behavioral Health - In FY 2023, BILH Behavioral Services launched its Community Behavioral Health Center ("CBHC") in Lawrence, Massachusetts, consolidating outpatient, mobile crisis intervention, and adult community crisis stabilization services. The establishment of the CBHC is a part of the Commonwealth's Executive Office of Health and Human Services Roadmap for Behavioral Health Reform. - In addition, as part of the Roadmap for Behavioral Health Reform, BILH launched an Emergency Services Redesign that shifts emergency evaluations out of the Emergency Department ("ED"). BILH Behavioral Services also expanded its ED integration efforts to a total of six EDs, including Addison Gilbert Hospital, Anna Jaques Hospital, Beverly Hospital, Lahey Medical Center-Peabody, Beth Israel Deaconess Hospital-Milton, and Winchester Hospital.Health Equity - BILH and Lawyers for Civil Rights launched a medical-legal partnership to provide free legal support to low-income patients, beginning at Beth Israel Deaconess Medical Center. The collaboration will expand BILH's ability to address health equity and expand access to health care for patients living in under-resourced communities. - BILHPN focused on reducing health equity disparities in diabetes and hypertension management by stratifying health outcomes by race, ethnicity and language; sharing performance data with primary care groups; and implementing clinical initiatives such as off-hour clinics, home blood pressure monitor distribution, continuous glucose monitoring, and outreach to patients with higher needs.(Continued later on this Schedule O) | Desc |
| Total Program Service Expenses | $15,928,191 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 186 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allison J Casassa CFOTrustee | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6035806694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Alumni Drive | AddressLine1Txt |
| City | Exeter | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Kevin J Callahan | |||||||||
| Chair & Trustee (Ex-Off) (end 7/23) | 1.00 | 58.00 | Yes (X) | Yes (X) | $0 | $1,451,111 | $34,017 | ||
| Allison J Casassa | |||||||||
| Trustee | 1.00 | 58.00 | Yes (X) | $0 | $563,746 | $18,600 | |||
| Debra Cresta | |||||||||
| Chair & Trustee | 1.00 | 58.00 | Yes (X) | $0 | $703,865 | $31,191 | |||
| Darren Guy DO | |||||||||
| Trustee | 1.00 | 55.00 | Yes (X) | $0 | $271,891 | $39,494 | |||
| Donna McKinney | |||||||||
| Trustee & Secretary | 1.00 | 55.00 | Yes (X) | Yes (X) | $0 | $523,392 | $44,167 | ||
| Neil Meehan DO | |||||||||
| Trustee | 1.00 | 55.00 | Yes (X) | $0 | $635,627 | $54,901 | |||
| Karen Michel | |||||||||
| Trustee & Executive Director | 55.00 | 0.00 | Yes (X) | Yes (X) | $270,547 | $0 | $17,700 | ||
| Jamie Katz Esq | |||||||||
| Secretary (Ex-Off), BILH Gen Counsel | 1.00 | 64.00 | Yes (X) | $0 | $898,193 | $15,864 | |||
| Cindy Rios | |||||||||
| Treasurer (Ex-Off)/BILH Int CFO | 1.00 | 64.00 | Yes (X) | $0 | $802,046 | $220,936 | |||
| Sherry Ovens Burleigh | |||||||||
| Senior Dir, Home Care & Hospice Svcs | 55.00 | 0.00 | $172,567 | $0 | $5,304 | Yes (X) | |||
| Chris Callahan | |||||||||
| VP, Human Resources | 1.00 | 57.00 | $0 | $158,877 | $15,085 | Yes (X) | |||
| Margaret Luna | |||||||||
| VP, Human Resources | 1.00 | 57.00 | $0 | $368,476 | $0 | Yes (X) | |||
| Lisa Burgess | |||||||||
| Director of Finance | 55.00 | 0.00 | $117,992 | $0 | $34,087 | Yes (X) | |||
| Michelle Campbell | |||||||||
| Clinical Director | 55.00 | 0.00 | $114,763 | $0 | $45,900 | Yes (X) | |||
| Diane Levasseur | |||||||||
| Manager Performance Improvement | 55.00 | 0.00 | $127,972 | $0 | $16,626 | Yes (X) | |||
| Nicole Winn | |||||||||
| Nurse | 55.00 | 0.00 | $140,495 | $0 | $17,972 | Yes (X) | |||
| Karen Wright | |||||||||
| Senior Director | 55.00 | 0.00 | $161,931 | $0 | $15,050 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,106,267 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,377,224 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $626,894 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Exeter Hospital Inc | |||||
| 5 Alumni Drive | Exeter | NH | 03833 | Support services | $1,155,788 |
| Exeter Health Resources Inc | |||||
| 5 Alumni Drive | Exeter | NH | 03833 | Administrative management fees | $636,209 |
| Core Physicians LLC | |||||
| 5 Alumni Drive | Exeter | NH | 03833 | Physician services | $462,014 |
| Berry Dunn McNeil & Parker LLC | |||||
| 1000 Elm Street 4th Floor | Manchester | NH | 03101 | Coding and audit services | $218,180 |
| Riverside Rest Home | |||||
| 276 County Farm Road | Dover | NH | 03820 | Respite care | $181,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $126,631 | AllOtherContributionsAmt |
| Total Contributions | $126,631 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net patient services | 621610 | $14,437,518 | $14,437,518 |
| Auxiliary revenues | 621610 | $21,398 | $21,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,458,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,377 | TotalRevenueColumnAmt |
| Exclusion | $9,377 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $338,347 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,261 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $294,086 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,086 | TotalRevenueColumnAmt |
| Exclusion | $294,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $145,004 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $95,377 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,627 | TotalRevenueColumnAmt |
| Exclusion | $49,627 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,938,637 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,458,916 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $353,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,118 | TotalAmt |
| Program Services | $419,506 | ProgramServicesAmt |
| Management And General | $46,612 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,634,040 | TotalAmt |
| Program Services | $9,570,636 | ProgramServicesAmt |
| Management And General | $1,063,404 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,609 | TotalAmt |
| Program Services | $112,148 | ProgramServicesAmt |
| Management And General | $12,461 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,903,530 | TotalAmt |
| Program Services | $1,713,177 | ProgramServicesAmt |
| Management And General | $190,353 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,158 | TotalAmt |
| Program Services | $726,442 | ProgramServicesAmt |
| Management And General | $80,716 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,209 | TotalAmt |
| Management And General | $636,209 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793 | TotalAmt |
| Management And General | $793 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,609 | TotalAmt |
| Management And General | $37,609 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269 | TotalAmt |
| Management And General | $269 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,950,828 | TotalAmt |
| Program Services | $1,560,662 | ProgramServicesAmt |
| Management And General | $390,166 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478 | TotalAmt |
| Program Services | $287 | ProgramServicesAmt |
| Management And General | $191 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,455 | TotalAmt |
| Program Services | $255,602 | ProgramServicesAmt |
| Management And General | $34,853 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,415 | TotalAmt |
| Program Services | $55,061 | ProgramServicesAmt |
| Management And General | $18,354 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,574 | TotalAmt |
| Program Services | $108,745 | ProgramServicesAmt |
| Management And General | $14,829 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,471 | TotalAmt |
| Program Services | $352,897 | ProgramServicesAmt |
| Management And General | $18,574 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,840 | TotalAmt |
| Program Services | $43,859 | ProgramServicesAmt |
| Management And General | $5,981 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,727 | TotalAmt |
| Program Services | $34,080 | ProgramServicesAmt |
| Management And General | $4,647 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical supplies/fees | $891,318 | $891,318 | |
| Recognition/education | $40,483 | $35,625 | $4,858 |
| Provision for bad debts | $30,000 | $30,000 | |
| Other supplies | $20,621 | $18,146 | $2,475 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,491,545 | TotalAmt |
| Program Services | $15,928,191 | ProgramServicesAmt |
| Management And General | $2,563,354 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,987 | BOYAmt |
| EOY | $1,234,233 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,915,494 | BOYAmt |
| EOY | $1,484,817 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,412 | BOYAmt |
| EOY | $74,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $193,737 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,130 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,383 | BOYAmt |
| EOY | $189,607 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $59,575 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,703 | BOYAmt |
| EOY | $522,872 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,859,979 | BOYAmt |
| EOY | $3,565,265 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,962,526 | BOYAmt |
| EOY | $1,481,270 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,002 | BOYAmt |
| EOY | $134,210 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,544 | BOYAmt |
| EOY | $838,201 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,010,072 | BOYAmt |
| EOY | $2,453,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,946 | BOYAmt |
| EOY | $593,958 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,961 | BOYAmt |
| EOY | $517,626 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,907 | BOYAmt |
| EOY | $1,111,584 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,859,979 | BOYAmt |
| EOY | $3,565,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,552,908 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $3,814,585 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,421,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $247,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $523,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,631 | CurrentTaxYearAmt |
| Total | $2,424,850 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,199,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,660,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,968,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,711,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,458,916 | CurrentTaxYearAmt |
| Total | $85,999,542 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,305,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,082,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,216,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,235,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,585,547 | CurrentTaxYearAmt |
| Total | $88,424,392 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $949,158 | CurrentTaxYearMinus3YearsAmt |
| Total | $949,158 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $949,158 | CurrentTaxYearMinus3YearsAmt |
| Total | $949,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $87,475,234 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,377 | CurrentTaxYearAmt |
| Total | $39,318 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,377 | CurrentTaxYearAmt |
| Total | $39,318 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $46,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,627 | CurrentTaxYearAmt |
| Total | $108,328 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,313,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,090,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,268,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,254,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,644,551 | CurrentTaxYearAmt |
| Total | $88,572,038 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98870 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $269 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $269 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | A portion of NHPCO & NHAPTA dues are considered lobbying expenses. For the fiscal year ending September 30, 2023, the amount deemed lobbying was $110 & $159, respectively. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $627,961 | BeginningYearBalanceAmt |
| Contributions | $4,626 | ContributionsAmt |
| Investment Earnings Or Losses | $32,817 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,778 | OtherExpendituresAmt |
| End Year Balance | $517,626 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $541,595 | BeginningYearBalanceAmt |
| Contributions | $221,671 | ContributionsAmt |
| Investment Earnings Or Losses | -$56,780 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $78,525 | OtherExpendituresAmt |
| End Year Balance | $627,961 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $492,667 | BeginningYearBalanceAmt |
| Contributions | $8,329 | ContributionsAmt |
| Investment Earnings Or Losses | $48,008 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,409 | OtherExpendituresAmt |
| End Year Balance | $541,595 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $497,876 | BeginningYearBalanceAmt |
| Contributions | $6,455 | ContributionsAmt |
| Investment Earnings Or Losses | $17,570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,234 | OtherExpendituresAmt |
| End Year Balance | $492,667 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $446,562 | BeginningYearBalanceAmt |
| Contributions | $37,790 | ContributionsAmt |
| Investment Earnings Or Losses | $21,625 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,101 | OtherExpendituresAmt |
| End Year Balance | $497,876 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02310 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $724 | DepreciationAmt |
| Book Value | $173,985 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $950 | OtherCostOrOtherBasisAmt |
| Depreciation | $950 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,078 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,456 | DepreciationAmt |
| Book Value | $15,622 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $189,607 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial interest in trusts | $505,683 |
| Investment - Deferred Comp | $17,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $522,872 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to affiliates | $778,626 |
| Lease liabilities | $59,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $838,201 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,806,193 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,806,193 | RevenueSubtotalAmt |
| Other Revenues Not Included | $132,444 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $132,444 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,938,637 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,359,101 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,359,101 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $132,444 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $132,444 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,491,545 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowment funds are held by the Town of Derry, New Hampshire. The income earned from the funds is used to fund the organization's operations. The quasi-endowments are funds which have been donated to the organization for a purpose specified by the donor. These funds are held until used for the purpose intended by the donor. |
| Part X, Line 2: | The Association is a public charity under Section 501(c)(3) of the Internal Revenue Code. As a public charity, the Association is exempt from state and federal income taxes on income earned in accordance with its tax-exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax positions and concluded that the Association has no unrelated business income or uncertain tax positions that require adjustment to the financial statements. |
| Part XI, Line 4b - Other Adjustments: | Provision for bad debts 30,000. Use of grant funds not booked against expenses 102,444. |
| Part XII, Line 4b - Other Adjustments: | Provision for bad debts 30,000. Use of grant funds not booked against expenses 102,444. |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $145,004 | GrossRevenueOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $3,000 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $92,377 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $145,004 | GrossRevenueTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $3,000 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $92,377 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $95,377 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $49,627 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NH | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | Lisa Burgess | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Alumni Drive | AddressLine1Txt |
| City | Exeter | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | Yes (1) | CntrctWith3rdPrtyForGameRevInd |
| Gaming Revenue Received By Org | $49,701 | GamingRevenueReceivedByOrgAmt |
| Gaming Revenue Rtn By3 Prty | $92,302 | GamingRevenueRtnBy3PrtyAmt |
Third Party Business Name ThirdPartyBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMH NH LLC | BusinessNameLine1Txt |
Third Party US Address ThirdPartyUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 New Zealand Road | AddressLine1Txt |
| City | Seabrook | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03874 | ZIPCd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMH NH LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $92,302 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Refer to Part IV, Supplemental Information. | GamingManagerServicesProvTxt |
| Gaming Manager Is Ind Cntrct | Yes (X) | GamingManagerIsIndCntrctInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part III, Gaming, Line 16, Description of Services: | FormAndLineReferenceDesc |
| Explanation | RMH NH LLC ("RMH") is an official NH-recognized Game Operator Employer licensed to conduct games of chances pursuant to NH RSA 287-D:8, and is a premier destination for casino gaming in New England. RMH served as NH Licensed Game Operator to operate games of chance on behalf of Rockingham Visiting Nurse Association ("RVNA"). As part of its agreement with RVNA, RMH agreed to hold all applicable and valid gaming licenses to conduct such an event in accordance with NH and Federal laws. RMH also agreed to remit to RVNA no less than 35% of all gaming revenues back to RVNA. RMH maintained adequate books, records, and security for the event, and provided the equipment and staffing to conduct such gaming activities. As RMH was required to remit to RVNA at least 35% of gross revenues from the event, RMH was able to retain as an Operator Fee $92,302. RVNA also paid RMH a $3,000 facility and rental fee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kevin J Callahan | ||||||||||||||
| Chair & Trustee (Ex-Off) (end 7/23) | $0 | $717,155 | $0 | $751,685 | $0 | -$17,729 | $0 | $6,100 | $0 | $27,917 | $0 | $1,485,128 | $0 | $0 |
| Cindy Rios | ||||||||||||||
| Treasurer (Ex-Off)/BILH Int CFO | $0 | $574,544 | $0 | $174,475 | $0 | $53,027 | $0 | $188,510 | $0 | $32,426 | $0 | $1,022,982 | $0 | $0 |
| Jamie Katz Esq | ||||||||||||||
| Secretary (Ex-Off), BILH Gen Counsel | $0 | $794,826 | $0 | $0 | $0 | $103,367 | $0 | $7,320 | $0 | $8,544 | $0 | $914,057 | $0 | $0 |
| Debra Cresta | ||||||||||||||
| Chair & Trustee | $0 | $452,659 | $0 | $253,374 | $0 | -$2,168 | $0 | $15,250 | $0 | $15,941 | $0 | $735,056 | $0 | $0 |
| Neil Meehan DO | ||||||||||||||
| Trustee | $0 | $433,550 | $0 | $241,454 | $0 | -$39,377 | $0 | $15,250 | $0 | $39,651 | $0 | $690,528 | $0 | $0 |
| Allison J Casassa | ||||||||||||||
| Trustee | $0 | $386,121 | $0 | $169,152 | $0 | $8,473 | $0 | $15,250 | $0 | $3,350 | $0 | $582,346 | $0 | $0 |
| Donna McKinney | ||||||||||||||
| Trustee & Secretary | $0 | $327,980 | $0 | $178,510 | $0 | $16,902 | $0 | $15,250 | $0 | $28,917 | $0 | $567,559 | $0 | $0 |
| Margaret Luna | ||||||||||||||
| VP, Human Resources | $0 | $368,476 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $368,476 | $0 | $0 |
| Darren Guy DO | ||||||||||||||
| Trustee | $0 | $250,912 | $0 | $20,538 | $0 | $441 | $0 | $0 | $0 | $39,494 | $0 | $311,385 | $0 | $0 |
| Karen Michel | ||||||||||||||
| Trustee & Executive Director | $181,554 | $0 | $85,878 | $0 | $3,115 | $0 | $5,223 | $0 | $12,477 | $0 | $288,247 | $0 | $0 | $0 |
| Sherry Ovens Burleigh | ||||||||||||||
| Senior Dir, Home Care & Hospice Svcs | $152,298 | $0 | $9,025 | $0 | $11,244 | $0 | $3,340 | $0 | $1,964 | $0 | $177,871 | $0 | $0 | $0 |
| Karen Wright | ||||||||||||||
| Senior Director | $148,944 | $0 | $12,645 | $0 | $342 | $0 | $0 | $0 | $15,050 | $0 | $176,981 | $0 | $0 | $0 |
| Chris Callahan | ||||||||||||||
| VP, Human Resources | $0 | $54,018 | $0 | $79,866 | $0 | $24,993 | $0 | $0 | $0 | $15,085 | $0 | $173,962 | $0 | $0 |
| Michelle Campbell | ||||||||||||||
| Clinical Director | $98,700 | $0 | $5,098 | $0 | $10,965 | $0 | $2,535 | $0 | $43,365 | $0 | $160,663 | $0 | $0 | $0 |
| Nicole Winn | ||||||||||||||
| Nurse | $130,730 | $0 | $9,763 | $0 | $2 | $0 | $1,622 | $0 | $16,350 | $0 | $158,467 | $0 | $0 | $0 |
| Lisa Burgess | ||||||||||||||
| Director of Finance | $109,878 | $0 | $7,813 | $0 | $301 | $0 | $2,347 | $0 | $31,740 | $0 | $152,079 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Rockingham Visiting Nurse Association (RVNA) is related to Exeter Health Resources, Inc. and other entities with the Beth Israel Lahey Health System. From time to time and under certain circumstances, Exeter Health Resources, Inc. or one of its affiliates may choose to gross-up a payment to make the employee whole from a tax perspective. As explained further below, these situations are reviewed on a case-by-case basis and the cost of any gross-up is considered when reviewing an employee's overall compensation package for reasonableness. Examples of the types of expenses which fall into this category are reimbursement for relocation and temporary housing, or reimbursement for the acquisition of supplemental long term disability insurance. |
| Part I, Line 1b | There was no existing policy concerning tax indemnification and gross up payments. However, in the instance of such action related to the acquisition of long term disability insurance described above, the tax indemnification and gross up payments were approved by the Exeter Health Resources Board of Trustees Executive Committee which is comprised of disinterested persons. |
| Part I, Line 3 | Many of the Organization's trustees, officers, key employees, and executives are compensated by related organizations. The Organization's parent (Exeter Health Resources, Inc.) has a formal process for determining total compensation for the Chairman of Rockingham Visiting Nurse Association and Hospice (RVNA&H) and other listed officers and key employees that is intended to provide reasonable compensation for achieving the Organization's mission, to recognize individual and team performance and to comply with the Organization's obligations as a tax-exempt charitable organization. The Executive Committee of the Exeter Health Resources, Inc.'s Board of Trustees conducts an annual review of the compensation of the Chairman of RVNA&H and other listed officers and key employees. In doing so, the Committee retains a qualified independent compensation consultant to conduct competitive market analysis of the market ranges of base, incentive, and total cash compensation, and to provide advice concerning the reasonableness of the compensation of the Chairman and other listed officers and key employees. The Committee utilizes that analysis and other appropriate information in connection with its annual review and makes recommendations to the full Board of Exeter Health Resources, Inc. for adjustment of the Chairman's compensation and the compensation for other listed officers and key employees. Information which the Committee may consider can include but is not limited to the performance of an individual and/or that individual's contributions to a team, the performance of the Organization in whole and in part, the elements of total compensation and salary history, the Organization's compensation targets and comparability data, including the data prepared by the independent consultant and reviewed with the Committee. The Committee incorporates a performance appraisal process in the Chairman's and the other listed officers and key employees' compensation review. The Chairman and other listed officers and key employees are not present when the Committee discusses their respective compensation. In addition, the Committee determines if the threshold requirements for incentive awards are met, consisting of the Organization's performance results for quality, operating system excellence and financial performance. The results of the Committee's deliberations are presented to the Exeter Health Resources, Inc. Board and include recommendations concerning salary range adjustments and incentive awards and the basis for the Committee's decisions/ recommendations. The deliberations of the Exeter Health Resources, Inc. Board are conducted in executive session with the independent members of the Board but do include the Chairman only for that period of time in which the Exeter Health Resources, Inc. Board has questions concerning the performance of any listed officer or key employee other than the Chairman. The Exeter Health Resources, Inc. Board reviews the Chairman's performance and determines if the adjustments and awards recommended by the Committee for the Chairman are in the Organization's best interest and for the benefit of the Organization and the parent organization. For the other listed officer or key employee positions, adjustments and incentive awards are approved upon recommendation of the Chairman by the Executive Committee within the Exeter Health Resources, Inc. Board approved parameters and ratified by the Exeter Health Resources, Inc. Board of Trustees. For the Executive Director of Rockingham Visiting Nurse Association and Hospice, compensation is determined by consulting with the Organization's parent Human Resources department. Comparison compensation surveys and external benchmarks are used in the process. In addition, as noted previously in this fling, Beth Israel Lahey Health (BILH) became the sole Member of Exeter Health Resources, Inc. (EHRI) effective July 1, 2023, at which time Kevin Tabb became the CEO of EHRI and compensation reported in this filing is calendar year 2022 compensation as required. The BILH Compensation Committee established the policies and the compensation structure, including benefits, for 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 senior executives 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, Line 4b | The Organization's parent (Exeter Health Resources, Inc.) maintains a split dollar supplemental retirement plan for an executive (listed below with amounts) selected by the Exeter Health Resources Inc. Board of Trustees. The plan is closed to future participants. The Plan provides for annual payments of premiums for life insurance policies insuring the listed individual. Those life insurance premiums are collaterally assigned to the corporation and any excess accumulated value in the policies (net of accumulated premium payments which are returned to the organization upon the executive attaining the age of 70 or at the death of the participant) is available to be paid to the participant once vested at age 62 and upon retirement from the Organization. Note that the split-dollar arrangement is part of an employee benefit program and economically not a direct extension of credit. Furthermore, the reportable compensation of the employee includes the annual value of the life insurance provided. Life insurance premium payments during tax year: Kevin J. Callahan $299,869 Excess Accumulated Value: Kevin J. Callahan $4,563,192 In addition, 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, Beth Israel Lahey Health, Inc. Supplemental Executive Retirement Plan, Lahey Clinic Foundation, Inc. 457(f) Nonqualified Deferred Compensation Plan for Certain Physicians, Senior Management and Defined Medical Staff, and The Jordan Health Systems, Inc. 457(f) Deferred Compensation 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 Deaconess Medical Center 457(b) Plan, Beth Israel Lahey Health, Inc. 457(b) Deferred Compensation plan, and the Exeter Health Resources, Inc. 457(b) Retirement Savings Plan. These plans are non-qualified deferred compensation plans and, pursuant to the plan, eligible employees receive certain retirement benefits. Amounts received by participants, deferred by participants, and the change in value of the plan benefits related to these participants' accounts 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 this Schedule J below. |
| Part I, Line 7 | Various persons on this Form 990, Part VII, and this Schedule J were provided incentive bonus payments under a plan aligned with the strategic interests of Rockingham Visiting Nursing Association and Hospice (RVNA). These incentive awards are approved by operating management and Human Resources. Additional information regarding incentive and other compensation is included in the supplemental information accompanying this Schedule J. In addition, some of the individuals reported in this Form 990, Schedule J, were employed at Beth Israel Lahey Health during the calendar year 2022, which is the period for which compensation is reported in this return. 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 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 2022 calendar year, BILH maintained executive compensation packages which included opportunities to earn incentive compensation based on a combination of various factors, including but not limited to, meeting or exceeding the employing entity's objectives for quality and patient safety, budgeted consolidated operating margin, and meeting individual goals and objectives. In each case, incentive compensation was reviewed and approved by the compensation committee, and for the BILH CEO as noted above, the full BILH Board of Trustees. Additional information is included in the Explanatory Notes to this Schedule J. |
| Form 990, Schedule J, Additional Explanatory Notes (Part 1): | 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, 2023, is calendar year 2022 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, and 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; and 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 a 401(k) retirement plan, employer contributions to a 403(b) retirement plan, and employer contributions to a 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, and disability insurance. Additional individual specific information is included below. Burgess, Lisa - Director of Finance - Rockingham Visiting Nurse Association and Hospice Burleigh, Sherry Ovens - Senior Director, Home Care and Hospice Services - Rockingham Visiting Nurse Association and Hospice Other Reportable Compensation includes a payment for PTO cashed-out during 2022 in the amount of $6,903. Other Reportable and Deferred Compensation for Ms. Burleigh includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of $3,669. Callahan, Chris - Vice President, Human Resources - Exeter Hospital - Vice President, Human Resources - Exeter Health Resources, Inc - Vice President, Human Resources - Core Physicians, LLC - Vice President, Human Resources - Rockingham Visiting Nurse Association and Hospice Other Reportable Compensation includes a payment for PTO cashed-out during 2022 in the amount of $57,931. Other Reportable and Deferred Compensation for Mr. Callahan includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$34,340. This amount includes an unrealized loss in the amount of $54,840, which impacted his nonqualified benefit. Callahan, Kevin J. Unless otherwise noted below, Mr. Callahan held the following positions through July 1, 2023: - Chief Executive Officer, President, and Trustee - Exeter Health Resources, Inc. - Chief Executive Officer, President, and Trustee - Exeter Hospital, Inc. - President, Secretary and Trustee - Exeter Med Real, Inc. - Trustee, System Manager - Core Physicians, LLC - Chair & Trustee (Ex-Officio) - Rockingham Visiting Nurse Assoc & Hospice Although Mr. Callahan served in these positions during the fiscal year ended September 30, 2023, as required in this Form 990, compensation reported here is based on calendar year 2022 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. Callahan includes a total of $751,685, which includes a $500,000 milestone payment related to long term service and which vested during the 2022 calendar year. Other Reportable and Deferred Compensation for Mr. Callahan includes combined contributions to, payments from, and change in value of, nonqualified retirement plans in the amount of -$87,358. Included in this amount is an unrealized loss in the amount of $107,858. Other Reportable Compensation for Mr. Callahan also includes $6,350 for the personal use of an automobile. Campbell, Michelle - Clinical Director - Rockingham Visiting Nurse Assoc & Hospice Other Reportable Compensation includes a payment for PTO cashed-out during 2022 in the amount of $10,880. Casassa, Allison J. During the fiscal year ended September 30, 2023 and covered by this filing, Ms. Casassa held the following positions until July 1, 2023: - Chief Financial Officer & Treasurer - Exeter Health Resources, Inc. - Chief Financial Officer & Treasurer - Exeter Hospital, Inc. - Trustee - Rockingham Visiting Nurse Assoc & Hospice - Chief Financial Officer & Treasurer - Core Physicians, LLC Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital, RVNA, and additional affiliates. As of that date, Ms. Casassa assumed the following positions: - Assistant Treasurer (Ex-Officio) & Chief Financial Officer - Exeter Health Resources, Inc. - Assistant Treasurer (Ex-Officio) & Chief Financial Officer - Exeter Hospital, Inc. - Chief Financial Officer, Trustee, Treasurer - Exeter Med Real, Inc. - Chief Financial Officer, Treasurer (Ex-Officio) - Core Physicians, LLC - Trustee - Rockingham Visiting Nurse Assoc & Hospice As required in this Form 990, compensation reported here is calendar year 2022 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 and Deferred Compensation for Ms. Casassa includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$5,760. Included in this amount is an unrealized loss of $22,710, which impacted her nonqualified benefit, and a $15,250 accrual of benefits. Bonus and Incentive includes a milestone payment in the amount of $77,952. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $22,486. Cresta, Debra During the fiscal year ended September 30, 2023, and covered by this filing, Ms. Cresta held the following positions until July 1, 2023: - Chief Operation Officer - Exeter Health Resources, Inc. - Trustee - Rockingham Visiting Nurse Assoc & Hospice - Assistant Secretary - Core Physicians Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital, RVNA, and additional affiliates. As of that date, Ms. Cresta assumed the following positions: - Trustee (Ex-Officio) & President - Exeter Health Resources, Inc. - President & Trustee (Ex-Officio) - Exeter Hospital, Inc. - President, Trustee & Secretary - Exeter Med Real, Inc. - System Manager & Trustee - Core Physicians, LLC - Chair & Trustee - Rockingham Visiting Nurse Assoc & Hospice As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Bonus and Incentive Compensation includes a milestone payment in the amount of $100,548. Other Reportable Compensation includes a PTO cashed out in the amount of $4,834. Other Reportable and Deferred Compensation for Ms. Cresta includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$8,276. Included in the amount is an unrealized loss of $44,016, which impacted her unvested nonqualified benefit. Guy, DO, Darren - Physician - Core Physicians LLC - Trustee - Rockingham Visiting Nurse Assoc & Hospice (Continued in subsequent footnotes) |
| Form 990, Schedule J, Additional Explanatory Notes (Part 2): | Katz, J.D., Jamie Unless otherwise noted below, Mr. Katz held the following positions for the full fiscal period ended September 30, 2023: - 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 (Ex-Officio) - BID - Milton Physician Associates, Inc. - Clerk (Ex-Officio) - Beth Israel Deaconess Hospital - Plymouth, Inc. - Clerk (Ex-Officio) - Jordan Physician Associates, Inc. - Clerk (Ex-Officio) - 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 (Ex-Officio) and Clerk (Ex-Officio) - Addison Gilbert Society, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Health System, Inc. - Trustee (Ex-Officio)rand Clerk (Ex-Officio) - Northeast Senior Health Corporation - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Behavioral Health Corporation - Trustee and Clerk (Ex-Officio) - Seacoast Nursing and Rehabilitation Center, Inc. - Director and Clerk (Ex-Officio) - Winchester Hospital Foundation, Inc. - Clerk (Ex-Officio) - Winchester Healthcare Management, Inc. - Clerk (Ex-Officio) - Lahey Clinic Foundation, Inc. - Clerk (Ex-Officio) - Lahey Clinic, Inc. - Clerk (Ex-Officio) - Lahey Clinic Hospital, Inc.d/b/a Lahey Hospital & Medical Center - Clerk (Ex-Officio) - Northeast Hospital Corporation - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Medical Practice Inc. - Trustee and Clerk - CAB Health and Recovery Services, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Health and Education Housing Services, Inc. - Clerk (Ex-Officio) - Winchester Hospital - Clerk (Ex-Officio) - 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 (Term began on March 31, 2023) - Clerk (Ex-Officio) - Beth Israel Lahey Health Pharmacy, Inc. - Clerk (Ex-Officio) - Beth Israel Lahey Health Primary Care, Inc. (Term began on March 31, 2023) Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital, RVNA, and additional affiliates. As of that date, Mr. Katz assumed the following additional positions: - Clerk (Ex-Officio) - Exeter Health Resources, Inc. - Clerk (Ex-Officio) - Exeter Hospital, Inc. - Clerk (Ex-Officio) - Core Physicians, LLC - Secretary (Ex-Officio) - Rockingham Visiting Nurse Association and Hospice As required in this Form 990, compensation reported here is calendar year 2022 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 contributions to, payments from, and change in value of, nonqualified retirement plans in the amount of $68,094. Included in this amount is a distribution from a nonqualified plan in the amount of $72,875 and an unrealized loss in the amount of $24,281. Levasseur, Diane - Manager Performance Improvement - Rockingham Visiting Nurse Association and Hospice Luna, Margaret Ms. Luna held these positions until November 11, 2022: - Vice President, Human Resources - Exeter Hospital, Inc. - Vice President, Human Resources - Exeter Health Resources, Inc. - Vice President, Human Resources - Core Physicians, LLC - Vice President, Human Resources - Rockingham Visiting Nurse Association and Hospice Ms. Luna's services were retained through Witt Keiffer, Inc., a management company. She started the position prior to the beginning of the fiscal year covered by this filing. She served in the roles stated above through November 11, 2022. Other Reportable Compensation for Ms. Luna includes payments made by EHRI to Witt Keiffer for these services in the amount of $368,476. McKinney, Donna - Vice President Acute Care, Chief Nursing Executive - Exeter Hospital, Inc. - Trustee and Secretary - Rockingham Visiting Nurse Association and Hospice Other Reportable and Deferred Compensation for Ms. McKinney includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$2,740. Included in the amount is an unrealized loss of $4,440, which impacted her nonqualified benefit. Bonus and Incentive Compensation for Ms. McKinney includes a $66,860 milestone payment. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $11,250. Meehan, DO, Neil - Chief Executive Physician - Exeter Health Resources, Inc. - Trustee - Rockingham Visiting Nurse Association and Hospice Bonus and Incentive Compensation includes a milestone payment in the amount of $92,453. Other Reportable and Deferred Compensation for Dr. Meehan includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$54,297. Included in the amount is an unrealized loss of $74,797. Michel, Karen - Executive Director and Trustee - Rockingham Visiting Nurse Association and Hospice Bonus and Incentive Compensation includes a milestone payment in the amount of $36,771. Other Reportable and Deferred Compensation for Ms. Michel includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of $962. (Continued in subsequent footnotes) |
| Form 990, Schedule J, Additional Explanatory Notes (Part 3): | Rios, Cindy - Treasurer (Ex-Officio) and Interim Chief Financial Officer - Beth Israel Lahey Health, Inc. (Term began January 1, 2023) - Senior Vice President and Operations Chief Financial Officer - Beth Israel Lahey Health, Inc. (Term ended December 31, 2022) Unless otherwise noted, effective January 1, 2023, Ms. Rios also assumed the following positions: - Treasurer - Medical Care of Boston Management Corporation d/b/a Beth Israel Lahey Health Primary Care a/k/a Affiliated Physicians Group (Term began March 31, 2023) - Treasurer (Ex-Officio) - CareGroup Parmenter Home Care & Hospice, Inc. - Treasurer (Ex-Officio) - 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 (Ex-Officio) - 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. (Term began March 31, 2023) - Treasurer (Ex-Officio) - Community Physicians Associates, Inc. - Treasurer (Ex-Officio) - Joslin Clinic, Inc. - Treasurer (Ex-Officio) - Joslin Diabetes Center, Inc. - Treasurer (Ex-Officio) - The Jordan Health Systems, Inc. - Treasurer (Ex-Officio) - Jordan Physician Associates, Inc. - Treasurer (Ex-Officio) - Lahey Clinic Foundation, Inc. - Treasurer (Ex-Officio) - Lahey Clinic Hospital, Inc. d/b/a Lahey Hospital & Medical Center - Treasurer (Ex-Officio) - 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 (Ex-Officio) - Seacoast Affiliated Group Practice, Inc. - Director & Treasurer (Ex-Officio) - Winchester Hospital Foundation, Inc. - Treasurer (Ex-Officio) - Winchester Healthcare Management, Inc. - Trustee & Treasurer (Ex-Officio) - Addison Gilbert Society, Inc. - Trustee & Treasurer (Ex-Officio) - Health and Education Housing Services, Inc. - Trustee & Treasurer (Ex-Officio) - 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. - Trustee & Treasurer (Ex-Officio) - Northeast Senior Health Corporation - Trustee & Treasurer (Ex-Officio) - Seacoast Nursing & Rehabilitation Center, Inc. - Trustee & Treasurer (Ex-Officio) - Winchester Hospital Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital, RVNA, and additional affiliates. As of that date, Ms. Rios assumed the following additional positions: - Treasurer (Ex-Officio) - Exeter Health Resources, Inc. - Treasurer (Ex-Officio) - Exeter Hospital, Inc. - Treasurer (Ex-Officio) - Rockingham Visiting Nurse Assoc & Hospice Ms. Rios served in the positions above during the fiscal year ended September 30, 2023. As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Other Reportable Compensation includes payments for temporary housing and moving expenses in the amount of $41,927 and 9,904, respectively. Deferred Compensation in the amount of $187,500 included in this filing for Ms. Rios relates to a milestone payment which, as of December 31, 2022, was not funded, was not vested and for which there was no guarantee of payment. This amount is included here as deferred compensation as required based on the instructions to the Form 990. Winn, Nicole - Nurse - Rockingham Visiting Nurse Assoc & Hospice Bonus and Incentive Compensation includes a milestone payment in the amount of $5,285. Wright, Karen - Senior Director - Rockingham Visiting Nurse Assoc & Hospice |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | Rockingham Visiting Nurse Association and Hospice ("RVNA") is a not-for-profit health service provider which primarily serves residents of New Hampshire. RVNA is controlled through Exeter Health Resources, Inc. (Resources), a not-for-profit corporation which functions as the Parent Company to RVNA. Resources and Beth Israel Lahey Health signed a definitive agreement that established the terms under which Resources joined the Beth Israel Lahey Health system. Together, the organizations seek to enhance and expand local access to high-quality care in New Hampshire. This transaction was finalized and became effective July 1, 2023. |
| Form 990, Part III, Line 4a (continued): | Ongoing Intiatives: Enhanced Access for MassHealth Patients - To mitigate barriers in access to care and increase the number of MassHealth patients that BILH serves, the system committed to universal network-wide provider participation in MassHealth. All BILH hospitals and providers employed by BILH or on whose behalf BILH jointly contracts participate in and/or have applied to participate in some form of MassHealth. In FY 2022, BILH signed a new MassHealth ACO contract with BMC HealthNet Plan / WellSense Health Plan that went into effect in April 2023. As part of this contract, BILHPN extended participation to all eligible primary care providers ("PCPs") who were not otherwise participating in a MassHealth ACO. Prior to that time, while all eligible BILHPN PCPs were participants in a form of MassHealth, some PCPs were not previously participating in a MassHealth ACO. - BILH has developed, refined and implemented a multicultural marketing, advertising, and outreach plan with the purpose of expanding access for underserved populations, including MassHealth patients, in targeted BILH service areas. Investments in Underserved Communities - BILH hospitals have created and maintain strong connections to a network of affiliated hospitals and health centers that provide community-based care to historically underserved populations. In the regions that they serve, the Safety Net Affiliates ("SNAs") and Community Care Alliance ("CCA") Community Health Centers ("CHCs") are the cornerstone of BILH's delivery system regarding community-based care for MassHealth and historically underserved patients. - CCA CHCs include Bowdoin Street Health Center, Charles River Community Health, The Dimock Center, Fenway Health, and South Cove Community Health Center. - SNAs include Cambridge Health Alliance and Signature Healthcare Brockton Hospital. - BILH continues to invest in the CCA CHCs and SNAs, enabling them to expand their capabilities and care for more historically underserved patients. In FY 2022, BILH invested over $8 million in its CHCs and SNAs, in addition to engaging in regional planning and collaborative program development. These investments represent only a portion of a much larger community benefits investment portfolio that is described in greater detail in this and other BILH network tax filings. - BILH continues to explore additional opportunities with CHCs in Essex and Middlesex Counties. For example, BILH has established a telehealth pilot program between physicians at Addison Gilbert and Beverly Hospitals and patients at North Shore Community Health Center. BILH Behavioral Health Services The 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. BILHBS (which includes the activities of BILH's tax-exempt affiliate Northeast Behavioral Health Corp) is the largest network of mental health and substance use disorder services in eastern Massachusetts. BILHBS' network of behavioral health care includes services for children and adults ranging from inpatient treatment to community-based programs. Services include: - Inpatient psychiatric and detoxification treatment; - Emergency psychiatric and mobile emergency services teams; - Outpatient mental health and addiction treatment; - Individual/couple/family therapy; - Medication assisted treatment programs; and - School-based and home-based counseling for youth and their families. BILHBS serves approximately 35,000 unduplicated individuals annually, offering a full continuum of care for children and adults. Services range from inpatient to home and community-based services. BILHBS operates over 250 beds in 9 facilities for clients requiring acute psychiatric care, detoxification and residential step-down services. During the period covered by this filing, community-based services included mobile emergency services teams in three catchment areas and home-based counseling for adults, youth and their families. BILHBS also provided services in 63 middle and high schools, as well as 9 police departments. Since its creation in March 2019, BILH has continued to invest significantly in improving access to behavioral health care through a system-wide approach to care delivery. As one of several ongoing initiatives, BILH has made a multi-year commitment to provide behavioral health support to its employed primary care practices using an evidence-based approach known as the IMPACT model. More than 75% of BILH employed primary care practices participated in this Collaborative Care Program implementation. BILHBS has a Centralized Bed Finding team that is responsible for conducting bed searches for patients seen through the Emergency Services Program and who are awaiting an inpatient psychiatric placement. This team directly increases the availability of clinicians to continue to see patients in the Emergency Department (ED) and the community who are experiencing a behavioral health and/or co-occurring substance use disorder crisis while other team members search for available inpatient placements. This initiative supports decreased response time to responding to new patients in crisis and reduces ED boarding time for patients who can be safely managed in the community. During the period covered by this filing, and in the area of addiction services, BILHBS serves approximately 17,000 individuals annually, providing over 380,000 units of service, in a vast array of settings based on their needs. BILH BS' ambulatory division serves nearly 4,300 patients every year, delivering more than 108,000 units of services in various settings. More than 43,000 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. All therapy programs are supported by medication clinics if that is determined to be an appropriate adjunct to treatment. In FY23, NBHC delivered 99,419 units of ambulatory services, supported by 8,432 psychopharmacology visits. BILH BS' emergency psychiatric and mobile response teams in Lawrence, Salem and Lowell are available around the clock, providing psychiatric assessments and supportive services in various settings. NBHC provides these services in conjunction with a large number of area hospitals, including facilities outside of the BILH umbrella. Mobile crisis clinicians also respond to schools, homes and outpatient clinics, and NBHC also provides walk-in services at the three team locations. In addition to emergency evaluation, team members provide ongoing crisis counseling until the patient is stable and relationships are established with longer-term care providers. The Lawrence and Salem locations also house 8-bed community crisis stabilization units, which offer short-term (3-5 day) crisis beds in lieu of hospitalization for MassHealth, Medicare, and uninsured clients. During the fiscal period covered by this filing, emergency service programs had 13,502 encounters, 1,895 of which were done remotely, and the CCS programs recorded 2,546 bed days. |
| Form 990, Part IV, Lines 12a and 12b: | In addition, as noted throughout this filing, as of July 1, 2023, Beth Israel Lahey Health became the sole Member of Exeter Health Resources, Inc. (EHRI). 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, 2023. 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 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 Hospital and Medical Center (LHMC).) Each of these 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. As of July 1, 2023, Beth Israel Lahey Health became the sole Member of Exeter Health Resources, Inc. (EHRI) which in turns serves as the sole Member of Exeter Hospital and other affiliates of EHRI. The BILH audited financial statements also include the accounts of these entities for the last three months of the fiscal period covered by this filing. 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 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 to: 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 Clinic Foundation (LCF) , Lahey Clinic (LCI), Lahey Clinic Hospital d/b/a Lahey Hospital and Medical Center (LHMC), Winchester Hospital (Winchester), Northeast Hospital Corporation (Northeast), Anna Jaques Hospital (AJH), Beth Israel Lahey Health Pharmacy, Joslin Diabetes Center and to affiliates of these entities. Effective July 1, 2023, BILH also became the sole Member of Exeter Health Resources, Inc. (EHRI) and its affiliates', including 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 Affiliated Physicians of Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center (APHMFP) as well as 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 3 | Ms. Margaret Luna held these positions until November 11, 2022: - Vice President, Human Resources - Exeter Hospital, Inc. - Vice President, Human Resources - Exeter Health Resources, Inc. - Vice President, Human Resources - Rockingham Visiting Nurse Association and Hospice. - Vice President, Human Resources - Core Physicians, LLC Ms. Luna's services were retained through Witt Keiffer, Inc., a management company. She started the position prior to the beginning of the fiscal year covered by this filing. She served in the roles stated above through November 11, 2022. Other Reportable Compensation for Ms. Luna includes payments made by Exeter Health Resources, Inc. to Witt Keiffer for these services in the amount of $368,476. As Ms. Luna served the Organization as a Vice President, and was engaged through an independent third-party management company: this Form 990, Part VI, Line 3, has been marked "Yes; Ms. Luna's relationship, role, and compensation has been disclosed here on this Schedule O; and she has been listed on this Form 990, Part VII, and this Form 990, Schedule J, as an officer in accordance with IRS Instructions. |
| Form 990, Part VI, Section A, line 4 | Yes. Exeter Health Resources, Inc. (EHRI) is the sole Member of Rockingham Visiting Nurse Association and Hospice (RVNA or Corporation)). In addition, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH) became the sole Member of EHRI and RVNA adopted Amended and Restated By-Laws. Additional information is included further below in this filing. |
| Form 990, Part VI, Section A, line 6 | Exeter Health Resources, Inc. (EHRI) is the sole Member of Rockingham Visiting Nurse Association and Hospice (RVNA or Corporation). In addition, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH or System Member) became the sole Member of EHRI. |
| Form 990, Part VI, Section A, line 7a | The Board of Trustees (the "Board") shall consist of from five (5) to seven (7) persons, including the Executive Director of the Corporation ex-officio (with vote), and the Treasurer of the Member ex-officio (with vote), and from three (3) to five (5) persons elected by the Member (Elected Trustees). Any vacancy in the Elected Trustees may be filled by the Member. |
| Form 990, Part VI, Section A, line 7b | Exeter Health Resources, Inc. (EHRI) is the sole Member of Rockingham Visiting Nurse Association and Hospice (RVNA or Corporation). In addition, as noted throughout this filing, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH or System Member) became the sole Member of EHRI. Except for those powers reserved to the Member by law, the Articles of Agreement or the By-Laws, the affairs of the Corporation shall be managed by the Board, which shall have and may exercise all the powers of the Corporation in accordance with its legal responsibilities. Notwithstanding any provision of the By-Laws to the contrary, the Board shall have no authority, except upon the prior express approval of the Member, to: (a) amend the Articles of Agreement or By-Laws of the Corporation; (b) merge consolidate or dissolve the Corporation; (c) sell, transfer, distribute, lease or encumber all or substantially all of the assets of the Corporation; or (d) donate, loan or invest any assets of the Corporation in excess of $10,000.00. Subject to the provisions of the RVNA Articles of Agreement and the Bylaws and the authorities of Beth Israel Lahey Health (BILH or System Member) as described in the EHRI Articles of Agreement and the Bylaws and Chapter 292 of the New Hampshire Revised Statues (Act), the sole Member shall have the right to amend the Articles of Agreement and the By-Laws (Governance Action), as follows: "To the extent that New Hampshire law requires the Board of Trustees to make a recommendation or adopt a resolution on a Governance Action, then the recommendation or resolution shall be taken by the Board of Trustees in accordance with the By-Laws. In the normal course, either the Governance Action will be recommended by the Board of Trustees of its own accord, or the sole Member of the Corporation will request that the Board of Trustees consider and make a recommendation to the sole Member of the Corporation regarding such Governance Action. If the Board of Trustees recommends a Governance Action, then the sole Member of the Corporation may approve, disapprove, defer or suggest reconsideration or amendment of the Governance Action as recommended by the Board of Trustees. If the sole Member of the Corporation requests that the Board of Trustees reconsider or amend a Governance Action, then the Board of Trustees shall take the requested action within such reasonable time as may be specified by the sole Member of the Corporation for such action." Unless otherwise provided in the Articles of Agreement, these By-Laws may be amended by action of the sole Member of the Corporation. |
| Form 990, Part VI, Section B, line 11b | As noted in various disclosures throughout this filing, Exeter Health Resources, Inc. (EHRI) is the sole Member of Rockingham Visting Nurse Association and Hospice (RVNA). In addition, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH) is the sole Member of EHRI. This Form 990 is prepared by the EHRI finance team in conjunction with the BILH tax department and Baker Newman Noyes (BNN). As part of this process, the EHRI finance and BILH tax teams work with other disciplines and functions within BILH and EHRI 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. RVNA's Form 990 is reviewed internally by the EHRI Vice President of Accounting, the EHRI Chief Financial Officer, the BILH Assistant Vice President, Taxation and externally by BNN. RVNA's Form 990, along with the Forms 990 of all entities in the BILH network, are discussed with the BILH Audit and Compliance Committee. BNN signs the final returns. A copy of the complete return is then provided to each member of RVNA'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, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH) became the sole Member of Exeter Health Resources, Inc (EHRI) and the indirect Member of Rockingham Visting Nurse Association and Hospice (RVNA). All entities in the BILH network adhere to the BILH Conflict of Interest Policy and maintain a written, comprehensive Conflict of Interest Policy 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. The BILH Integrity and Compliance office collects and reviews all disclosures. Disclosures for Executives and Key Employees are assigned appropriate follow-up action in accordance with the COI Policy. A summary of positive responses for each BILH affiliate is provided to the Compliance Officer for that entity for review and final determination of any potential or actual conflict. Any activity that requires action under the Conflict of Interest Policies is subject to ongoing review by RVNA 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 to require disclosure and recusal, including 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 RVNA Board of Trustees as well as former Officers and Key Employees. The COI-TQ process is designed to gather the information necessary for RVNA to completely and accurately respond to Form 990 Schedule L, Transactions with Interested Persons and Form 990, Part VI, Question 2, Family and Business Relationships between Officers, Directors/Trustees and Key Employees. |
| Form 990, Part VI, Section B, line 15 | The organization's parent (Exeter Health Resources, Inc.) has a formal process for determining total compensation for the Chairman of Rockingham Visiting Nurse Association and Hospice (RVNA&H) and other listed officers that is intended to provide reasonable compensation for achieving the organization's mission, to recognize individual and team performance and to comply with the organization's obligations as a tax-exempt charitable organization. The Executive Committee of the Exeter Health Resources, Inc.'s Board of Trustees conducts an annual review of the compensation of the Chairman of RVNA&H and other listed officers. In doing so, the Committee retains a qualified independent compensation consultant to conduct competitive market analysis of the market ranges of base, incentive, and total cash compensation, and to provide advice concerning the reasonableness of the compensation of the Chairman and other listed officers. The Committee utilizes that analysis and other appropriate information in connection with its annual review and makes recommendations to the full Board of Exeter Health Resources, Inc. for adjustment of the Chairman's compensation and the compensation for other listed officers. Information which the Committee may consider can include but is not limited to the performance of an individual and/or that individual's contributions to a team, the performance of the organization in whole and in part, the elements of total compensation and salary history, the organization's compensation targets and comparability data, including the data prepared by the independent consultant and reviewed with the Committee. The Committee incorporates a performance appraisal process in the Chairman's, other listed officers', and key employees' compensation review. The Chairman and other listed officers are not present when the Committee discusses their respective compensation. In addition, the Committee determines if the threshold requirements for incentive awards are met, consisting of the organization's performance results for quality, operating system excellence and financial performance. The results of the Committee's deliberations are presented to the Exeter Health Resources, Inc. Board and include recommendations concerning salary range adjustments and incentive awards and the basis for the Committee's decisions/ recommendations. The deliberations of the Exeter Health Resources, Inc. Board are conducted in executive session with the independent members of the Board but do include the Chairman only for that period of time in which the Exeter Health Resources, Inc. Board has questions concerning the performance of any listed officer or key employee other than the Chairman. The Exeter Health Resources, Inc. Board reviews the Chairman's performance and determines if the adjustments and awards recommended by the Committee for the Chairman are in the organization's best interest and for the benefit of the organization and the parent organization. For the other listed officer positions, adjustments and incentive awards are approved upon recommendation of the Chairman by the Executive Committee within the Exeter Health Resources, Inc. Board approved parameters and ratified by the Exeter Health Resources, Inc. Board of Trustees. For the Executive Director of Rockingham Visiting Nurse Association and Hospice, compensation is determined by consulting with the organization's parent Human Resources department. Comparison compensation surveys and external benchmarks are used in the process. |
| Form 990, Part VI, Section C, line 19 | As noted throughout this filing, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH) became the sole Member of Exeter Health Resources, Inc (EHRI) and the indirect Member of Rockingham Visiting Nurse Association and Hospice (RVNA). RVNA's governing documents, Conflict of Interest Policy and Financial Statements are available to the general public upon request at the following location: Exeter Health Resources, Inc. and Affiliates 5 Alumni Drive Exeter, NH 03833 And Beth Israel Lahey Health Tax Department Schrafft's City Center, 4th Floor, 529 Main Street Charlestown, MA 02129 |
| Part VII, Section A, Line 1: | In addition, as noted throughout this filing, as of July 1, 2023, Beth Israel Lahey Health (BILH) became the sole Member of Exeter Health Resources, Inc. (EHRI). Accordingly, various persons who serve as directors, trustees, officers, key employees, or highly compensated employees of Rockingham Visting Nurse Association and Hospice may be compensated by a related organization affiliated with EHRI or BILH. Such persons' compensation, if any, is based on their roles held and services performed with and for the applicable related organization. For additional information regarding the compensation and benefits of the individuals listed on this Form 990, Part VII, please refer to the explanatory notes included on this Form 990, Schedule J. |
| Form 990, Part IX, line 11g | Contracted services: Program service expenses 1,183,006. Management and general expenses 295,752. Fundraising expenses 0. Total expenses 1,478,758. Physician fees: Program service expenses 377,656. Management and general expenses 94,414. Fundraising expenses 0. Total expenses 472,070. |
| Form 990, Part XI, line 9: | Change in beneficial interest in perpetual trusts 32,817. Net transfers from affiliates 3,705,443. Application of push-down accounting 76,325. |
| Form 990, Part XII, Line 2c: | The Organization is part of the consolidated operations of Exeter Health Resources, Inc. The Exeter Health Resources, Inc. ("Resources") Executive Committee is responsible for the oversight of the audit and the selection of an independent accountant. Furthermore, pursuant to an affiliation agreement between Resources and Beth Israel Lahey Health, key members of the various Beth Israel executive teams and audit and finance committees may also provide review and oversight over the Resources audit procedures. During the year ending September 30, 2023, Resources and Beth Israel Lahey Health signed a definitive agreement that established the terms under which Resources joined the Beth Israel Lahey Health system. For financial reporting of the Organization, the affiliation was accounted for as an acquisition and "push down" accounting was required to be applied, with the result that acquisition accounting adjustments have been reflected in the Organization's financial statements. The application of "push down" accounting resulted in a new basis of accounting for property, plant and equipment based on the assets' fair value at the date of affiliation. Accordingly, the Organization's audited financial statements refer to RVNA in the period prior to the affiliation as "Predecessor and in the period subsequent to the affiliation as "Successor." The 2023 Predecessor period represents the nine-month period ending June 30, 2023 prior to push-down accounting adjustments, and the 2023 Successor period represents the three-month period ending September 30, 2023 subsequent to push-down accounting adjustments. As of July 1, 2023, Beth Israel Lahey Health (BILH) became the sole Member of Exeter Health Resources, Inc. (EHRI) which in turns serves as the sole Member of RVNA and other affiliates of EHRI. The BILH audited financial statements also include the accounts of these entities for the last three months of the fiscal period covered by this filing. The Boston office of KPMG performs an annual audit and signs a consolidated financial statement audit of Beth Israel Lahey Health (BILH) and its affiliates. The Audit and Compliance Committee of BILH's Board of Trustees assumes responsibility for oversight of the consolidated audit for the network as a whole. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (65 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Addison Gilbert Society Inc | ||||||||||||||||
| 529 Main St 4th Fl | Charlestown | MA | 02129 | 464371382 | Professional services & financial support | MA | 501(c)(3) | Line 10 | Lahey Health Shared Services Inc | Yes (1) | ||||||
| Anna Jaques Hospital | ||||||||||||||||
| 25 Highland Ave | Newburyport | MA | 01950 | 042104338 | Healthcare | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Assoc Phys Harvard Med Fac Phy at BIDMC | ||||||||||||||||
| 375 Longwood Ave | Boston | MA | 02215 | 320058309 | To provide emergency medical services | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Baim Institute for Clinical Research Inc dba BAIM Institute | ||||||||||||||||
| 930 Commonwealth Ave | Boston | MA | 02215 | 043521077 | Scientific & Medical Research | MA | 501(c)(3) | Line 7 | 0 | N/A | ||||||
| Beth Israel Anaesthesia Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042997215 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Community Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042776678 | Inactive Corporation | MA | 501(c)(3) | Line 7 | 0 | N/A | ||||||
| Beth Israel Deaconess Department of Emergency Medicine Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 364803234 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Deaconess Department of Medicine Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 043079630 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Deaconess Department of Neonatology Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 208253452 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Deaconess Department of Neurology Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 043030397 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Deaconess Department of Orthopaedic Surgery Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 204974585 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Deaconess Department of Radiation Oncology Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 873655583 | Support patient care, research and teaching missions of BIDMC, HMFP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Deaconess Department of Surgery Foundation Inc | ||||||||||||||||
| 110 Francis St | Boston | MA | 02215 | 020671240 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Deaconess Hospital Milton Inc | ||||||||||||||||
| 199 Reedsdale Rd | Milton | MA | 02186 | 042103604 | Hospital for the treatment, care and relief of sick and suffering persons | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Beth Israel Deaconess Hospital Needham Inc | ||||||||||||||||
| 148 Chestnut St | Needham | MA | 02492 | 043229679 | Hospital for the treatment, care and relief of sick and suffering persons | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Beth Israel Deaconess Hospital Plymouth Inc | ||||||||||||||||
| 275 Sandwich St | Plymouth | MA | 02360 | 222667354 | Hospital for the treatment, care and relief of sick and suffering persons | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Beth Israel Deaconess Medical Center Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042103881 | The operation of a world class academic medical center in Boston, MA | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Beth Israel Dermatology Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 043117601 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Beth Israel Lahey Health Pharmacy Inc | ||||||||||||||||
| 80 Wilson Way | Westwood | MA | 02090 | 822526816 | To operate a specialty pharmacy and 340B program for BIDMC | MA | 501(c)(3) | Line 10 | Beth Israel Deaconess Medical Center | Yes (1) | ||||||
| Beth Israel Lahey Health Primary Care | ||||||||||||||||
| 529 Main St 4th Fl | Charlestown | MA | 02129 | 472248298 | Healthcare | MA | 501(c)(3) | Line 10 | Lahey Health Shared Services Inc | Yes (1) | ||||||
| Beth Israel Lahey Health Inc | ||||||||||||||||
| 529 Main St 4th Fl | Charlestown | MA | 02129 | 832671600 | Management professional & IT support services | MA | 501(c)(3) | Line 12c, III-FI | 0 | N/A | ||||||
| BID-Milton Physician Associates Inc | ||||||||||||||||
| 199 Reedsdale Road | Milton | MA | 02186 | 222566792 | Promote Healthcare | MA | 501(c)(3) | Line 10 | Beth Israel Deaconess Hospital - Milton | Yes (1) | ||||||
| BIDMC and Children's Hospital Medical Care Corp | ||||||||||||||||
| 300 Longwood Ave | Boston | MA | 02215 | 043200113 | Outpatient ambulatory center - Inactive | MA | 501(c)(3) | Line 12a, I | 0 | N/A | ||||||
| BIDMC Obstetrics and Gynecology Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042794855 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| BIH Pathology Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 222548374 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| BIH Radiologic Foundation Inc | ||||||||||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042571853 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| CAB Health and Recovery Services Inc | ||||||||||||||||
| 199 Rosewood Drive | Danvers | MA | 01923 | 042400270 | Substance Abuse - Inactive | MA | 501(c)(3) | Line 10 | Northeast Behavioral Health Corporation | Yes (1) | ||||||
| Community Physicians Associates Inc | ||||||||||||||||
| 199 Reedsdale Rd | Milton | MA | 02186 | 043243146 | Outpatient and Primary Care Services | MA | 501(c)(3) | Line 3 | Beth Israel Deaconess Hospital - Milton | Yes (1) | ||||||
| Continuing Edu Program dba BID Dept of Psych FDN | ||||||||||||||||
| 375 Longwood Ave | Boston | MA | 02215 | 043242952 | Support patient care, research and teaching missions of BIDMC, HFMP and HMS | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Core Physicians LLC | ||||||||||||||||
| 5 Alumni Drive | Exeter | NH | 03833 | 870807914 | Physician Practices | NH | 501(c)(3) | Line 10 | Exeter Health Resources Inc | Yes (1) | ||||||
| CPHCH Inc dba BILH at Home - Watertown | ||||||||||||||||
| C/O NRPN 600 Cummings Ctr | Beverly | MA | 01915 | 473111453 | Home Care & Hospice - Inactive | MA | 501(c)(3) | Line 12a, I | Northeast Senior Health Corporation | Yes (1) | ||||||
| Exeter Health Resources Self-Insurance Trust | ||||||||||||||||
| 5 Alumni Drive | Exeter | NH | 03833 | 200753662 | Self-Insurance Trust | NH | 501(c)(3) | Line 12a, I | Exeter Health Resources Inc | Yes (1) | ||||||
| Exeter Health Resources Inc | ||||||||||||||||
| 5 Alumni Drive | Exeter | NH | 03833 | 020222126 | Support Community Health & Network Mgmt Svcs | NH | 501(c)(3) | Line 12a, I | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Exeter Hospital | ||||||||||||||||
| 5 Alumni Drive | Exeter | NH | 03833 | 222674014 | Hospital for the treatment, care and relief of sick and suffering persons. | NH | 501(c)(3) | Line 3 | Exeter Health Resources Inc | Yes (1) | ||||||
| Exeter Med Real Inc | ||||||||||||||||
| 5 Alumni Drive | Exeter | NH | 03833 | 020418718 | Real Estate Holding Company | NH | 501(c)(25) | Exeter Health Resources Inc | Yes (1) | |||||||
| Harvard Medical Faculty Physicians at BIDMC Inc | ||||||||||||||||
| 375 Longwood Ave | Boston | MA | 02215 | 222768204 | General and specialized medical services to the patients of BIDMC and others | MA | 501(c)(3) | Line 10 | Beth Israel Deaconess Medical Center | Yes (1) | ||||||
| Health and Education Housing Services Inc | ||||||||||||||||
| 199 Rosewood Drive | Danvers | MA | 01923 | 223232914 | HUD Housing - Inactive | MA | 501(c)(3) | Line 10 | Northeast Behavioral Health Corporation | Yes (1) | ||||||
| Jordan Physician Associates Inc | ||||||||||||||||
| 275 Sandwich St | Plymouth | MA | 02360 | 043228556 | Outpatient and Primary Care Services | MA | 501(c)(3) | Line 10 | Beth Israel Deaconess Hospital - Plymouth Inc | Yes (1) | ||||||
| Joslin Clinic Inc | ||||||||||||||||
| One Joslin Place | Boston | MA | 02215 | 222984590 | Prevention, treatment, and cure of diabetes | MA | 501(c)(3) | Line 12a, I | Joslin Diabetes Center Inc | Yes (1) | ||||||
| Joslin Diabetes Center Inc | ||||||||||||||||
| One Joslin Place | Boston | MA | 02215 | 042203836 | Prevention, treatment, and cure of diabetes | MA | 501(c)(3) | Line 7 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Lahey Clinic Canadian Foundation | ||||||||||||||||
| Fundraising org | 0 | N/A | 130 King St West | Toronto | Ontario | CA | CA | |||||||||
| Lahey Clinic Foundation Inc | ||||||||||||||||
| 529 Main St 4th Fl | Charlestown | MA | 02129 | 042323457 | Financial & operational support to LCI and LCH | MA | 501(c)(3) | Line 7 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Lahey Clinic Hospital Inc dba Lahey Hospital & Medical Center and LMC | ||||||||||||||||
| 529 Main St 4th Fl | Charlestown | MA | 02129 | 042704686 | Healthcare | MA | 501(c)(3) | Line 3 | Lahey Clinic Foundation Inc | Yes (1) | ||||||
| Lahey Clinic Inc | ||||||||||||||||
| 529 Main St 4th Fl | Charlestown | MA | 02129 | 042704683 | Healthcare | MA | 501(c)(3) | Line 10 | Lahey Clinic Foundation Inc | Yes (1) | ||||||
| Lahey Health Shared Services Inc | ||||||||||||||||
| 529 Main St 4th Fl | Charlestown | MA | 02129 | 043178972 | Admin | MA | 501(c)(3) | Line 10 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Longwood Medical Energy Collaborative Inc | ||||||||||||||||
| 375 Longwood Ave | Boston | MA | 02215 | 043476764 | Coordinate and provide strategic planning opp for HMS | MA | 501(c)(3) | Line 12a, I | 0 | N/A | ||||||
| Longwood Medical International Foundation Inc | ||||||||||||||||
| 375 Longwood Ave | Boston | MA | 02215 | 043208878 | Inactive Corporation | MA | 501(c)(3) | Line 12a, I | Harvard Medical Physicians Beth Israel Medical Center | Yes (1) | ||||||
| Med Care of Boston Mgmt Corp dba BILH Primary Care | ||||||||||||||||
| 464 Hillside Ave | Needham | MA | 02494 | 042810972 | Outpatient, Primary Care and Specialty Services | MA | 501(c)(3) | Line 10 | Beth Israel Lahey Health Primary Care | Yes (1) | ||||||
| Mount Auburn Hospital | ||||||||||||||||
| 330 Mount Auburn St | Cambridge | MA | 02138 | 042103606 | Hospital for the treatment, care and relief of sick and suffering persons | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Mount Auburn Professional Services Inc | ||||||||||||||||
| 330 Mount Auburn St | Cambridge | MA | 02138 | 043026897 | Offering medical care in general and specialized practices | MA | 501(c)(3) | Line 12a, I | Mount Auburn Hospital | Yes (1) | ||||||
| New England Baptist Hospital | ||||||||||||||||
| 125 Parker Hill Ave | Boston | MA | 02120 | 042103612 | Orthopedic specialty hospital | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| New England Baptist Medical Associates Inc | ||||||||||||||||
| 125 Parker Hill Ave | Boston | MA | 02120 | 043235796 | Outpatient medical services to the various communities serviced by NEBH | MA | 501(c)(3) | Line 3 | New England Baptist Hospital | Yes (1) | ||||||
| Northeast Behavioral Health Corporation dba BILH Behavioral Health Service | ||||||||||||||||
| 199 Rosewood Drive | Danvers | MA | 01923 | 042777145 | Healthcare | MA | 501(c)(3) | Line 10 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Northeast Health Systems Inc | ||||||||||||||||
| 85 Herrick St | Beverly | MA | 01915 | 043240453 | Financial & operational support | MA | 501(c)(3) | Line 12b, II | Lahey Health Shared Services Inc | Yes (1) | ||||||
| Northeast Hospital Corporation | ||||||||||||||||
| 85 Herrick St | Beverly | MA | 01915 | 042121317 | Healthcare | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Northeast Medical Practice Inc | ||||||||||||||||
| 85 Herrick St | Beverly | MA | 01915 | 043201853 | Healthcare | MA | 501(c)(3) | Line 10 | Northeast Hospital Corporation | Yes (1) | ||||||
| Northeast Professional Registry of Nurses Inc dba BILH at Home | ||||||||||||||||
| 800 Cummings Center | Beverly | MA | 01915 | 201287349 | Healthcare | MA | 501(c)(3) | Line 10 | Northeast Senior Health Corporation | Yes (1) | ||||||
| Northeast Senior Health Corporation | ||||||||||||||||
| 85 Herrick St | Beverly | MA | 01915 | 042731137 | Healthcare | MA | 501(c)(3) | Line 10 | Lahey Health Shared Services Inc | Yes (1) | ||||||
| Seacoast Affiliated Group Practice Inc | ||||||||||||||||
| 25 Highland Ave | Newburyport | MA | 01915 | 043485648 | Physician Group | MA | 501(c)(3) | Line 10 | Anna Jaques Hospital Inc | Yes (1) | ||||||
| Seacoast Nursing and Rehabilitation Center Inc | ||||||||||||||||
| 300 Washington St | Gloucester | MA | 01930 | 041305001 | Healthcare | MA | 501(c)(3) | Line 10 | Lahey Health Shared Services Inc | Yes (1) | ||||||
| The Jordan Health Systems Inc | ||||||||||||||||
| 275 Sandwich St | Plymouth | MA | 02360 | 042103805 | Promote Healthcare | MA | 501(c)(3) | Line 7 | Beth Israel Deaconess Medical Center | Yes (1) | ||||||
| Winchester Community Accountable Care Organization Inc | ||||||||||||||||
| 41 Highland Ave | Winchester | MA | 01890 | 223137856 | ACO - Inactive | MA | 501(c)(3) | Line 12a, I | Winchester Healthcare Management Inc | Yes (1) | ||||||
| Winchester Healthcare Management Inc | ||||||||||||||||
| 41 Highland Ave | Winchester | MA | 01890 | 222701817 | Management | MA | 501(c)(3) | Line 12a, I | Lahey Health Shared Services Inc | Yes (1) | ||||||
| Winchester Hospital | ||||||||||||||||
| 41 Highland Ave | Winchester | MA | 01890 | 042104434 | Healthcare | MA | 501(c)(3) | Line 3 | Beth Israel Lahey Health Inc | Yes (1) | ||||||
| Winchester Hospital Foundation Inc | ||||||||||||||||
| 41 Highland Ave | Winchester | MA | 01890 | 043399570 | Professional services & financial support | MA | 501(c)(3) | Line 12a, I | Winchester Healthcare Management Inc | Yes (1) | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Exeter Hospital Inc | ||
| O | $475,110 | Actual per books |
| Exeter Health Resources Inc | ||
| O | $341,655 | Actual per books |
| Core Physicians LLC | ||
| O | $435,632 | Actual per books |
| Exeter Health Resources Inc | ||
| P | $220,201 | Actual per books |
| Exeter Health Resources Self-Insurance Trust | ||
| P | $14,812 | Actual per books |
| Exeter Health Resources Inc | ||
| R | $7,864 | Actual per books |
| Exeter Hospital Inc | ||
| S | $3,205,444 | Actual per books |
| Exeter Health Resources Inc | ||
| S | $151,016 | Actual per books |