JOSLIN DIABETES CENTER INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSLIN DIABETES CENTER INC (EIN 04-2203836)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-14
- IRS object ID
- 202432279349300933
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T12:20:16-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 042203836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSLIN DIABETES CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSL | BusinessNameControlTxt |
| Phone | 6173092400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOSLIN PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022155306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY RIOS | PersonNm |
| Person Title | TREASURER, BETH ISRAEL LAHEY HEALTH | PersonTitleTxt |
| Phone | 6173092400 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA M MOORE | PreparerPersonNm |
| PTIN | P00244342 | PTIN |
| Phone | 3174648600 | PhoneNum |
| 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 | CINDY RIOS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOSLIN PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022155306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,286,886 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOSLIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO PREVENT, TREAT, AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 550 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $284,698 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,553 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,138,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,640,010 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,826,007 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,027,420 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,718,715 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,623,500 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,482,828 | PYOtherRevenueAmt |
| CY Other Revenue | $906,430 | CYOtherRevenueAmt |
| PY Total Revenue | $134,166,466 | PYTotalRevenueAmt |
| CY Total Revenue | $74,197,360 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,304,301 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,407,916 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,672,246 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,526,490 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $27,392 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $68,750 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $333,437 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,043,694 | PYOtherExpensesAmt |
| CY Other Expenses | $42,766,326 | CYOtherExpensesAmt |
| PY Total Expenses | $98,047,633 | PYTotalExpensesAmt |
| CY Total Expenses | $82,769,482 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $36,118,833 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,572,122 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $158,601,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,005,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,496,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,991,387 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $146,105,200 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $154,014,521 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,715,477 | ExpenseAmt |
| Grant | $11,407,916 | GrantAmt |
| Revenue | $28,808,705 | RevenueAmt |
| Desc | PATIENT CARE: THE JOSLIN DIABETES CENTER (JDC), IN CONJUNCTION WITH ITS AFFILIATE THE JOSLIN CLINIC, PROVIDES WORLD CLASS LEADING EDGE PATIENT CARE IN THE SPECIALTY AREA OF DIABETES AND CARING FOR PATIENTS THROUGH A RELENTLESS TEAM OF CLINICIANS, SKILLED HEALTH EDUCATORS, AND ACCESS TO PIONEERING DIABETES RESEARCH. JOSLIN'S MISSION IS NOT ONLY TO PROVIDE OUTSTANDING PATIENT CARE, BUT ALSO TO BRING BEST PRACTICES TO THE LARGER MEDICAL COMMUNITY. JOSLIN IS AFFILIATED WITH HARVARD MEDICAL SCHOOL AND OFFERS A RICH EDUCATIONAL ENVIRONMENT INVOLVING COURSES, LECTURES, FELLOWSHIP OPPORTUNITIES AND CME COURSES. JDC ALSO PROVIDES INFRASTRUCTURE, MANAGEMENT AND SUPPORT SERVICES TO ITS AFFILIATE, THE JOSLIN CLINIC. JOSLIN HAS TREATED THOUSANDS OF PATIENTS OVER ITS 100+ YEAR HISTORY. PATIENTS ARE SEEN IN THE JOSLIN CLINIC FOR SERVICES THAT INCLUDE ENDOCRINOLOGY, OPHTHALMOLOGY, NEPHROLOGY, PSYCHOSOCIAL SERVICES, NUTRITION, EXERCISE PHYSIOLOGY AND OTHERS. IN ADDITION, JOSLIN HAS A PROFESSIONAL EDUCATION PROGRAM WHICH EDUCATES PHYSICIANS WORLDWIDE ON JOSLIN TREATMENT METHODS FOR PATIENTS WITH DIABETES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $39,945,044 | ExpenseAmt |
| Revenue | $5,718,297 | RevenueAmt |
| Desc | RESEARCH: JOSLIN ENGAGES IN RESEARCH RELATED TO BETTER UNDERSTANDING DIABETES, HOW TO TREAT IT AND HOW TO HELP PATIENTS MANAGE AND LIVE HEALTHIER LIVES WITH THE DISEASE. JOSLIN DIABETES RESEARCH CENTER IS ONE OF ONLY 16 NIH-DESIGNATED DIABETES RESEARCH CENTERS IN THE UNITED STATES. JOSLIN'S RESEARCH TEAM IS WORLD-RENOWNED AND PASSIONATE ABOUT IMPROVING THE LIVES OF PEOPLE WITH DIABETESMILLIONS OF PEOPLE WITH DIABETES THROUGHOUT THE WORLD BENEFIT DIRECTLY FROM BASIC AND CLINICAL RESEARCH CONDUCTED AT THE CENTER. APPROXIMATELY 300 RESEARCHERS EMPLOYED AT THE JOSLIN DIABETES CENTER ARE WORKING ON VARIOUS ASPECTS OF DIABETES, SEARCHING FOR WAYS TO PREVENT AND TREAT DIABETES IN ALL ITS FORMS AND ULTIMATELY FIND A CURE FOR THE DISEASE.DURING THE PERIOD COVERED BY THIS FILING, JDC HAD 100,426 PATIENT ENCOUNTERS AND 66,184 OUTPATIENT VISITS INCLUDING, 29,705 ADULT DIABETES VISITS, 2,225 BEHAVIORAL HEALTH VISITS, 15,378 OPHTHALMOLOGY VISITS AT BEETHAM EYE INSTITUTE, 9871 DIABETES EDUCATION VISITS, 7,426 PEDIATRIC VISITS, 1,579 NEPHROLOGY VISITS. ADDITIONALLY, JDC PERFORMED 270 EYE SURGERIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $67,660,521 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 191 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 550 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WOLFSON AVP TAXATION | PersonNm |
| Phone | 7817448924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BILH SCHRAFFTS CITY CENTER 4TH | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ROWAN MICHAEL | ||||||||||
| TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) | 1.00 | 64.00 | Yes (X) | $0 | $1,298,835 | $37,039 | ||||
| HERMAN MD PHD ROBERTA | ||||||||||
| PRESIDENT & TRUSTEE (EX-OFFICIO) | 30.00 | 30.00 | Yes (X) | $757,948 | $0 | $24,643 | Yes (X) | |||
| KING MD GEORGE L | ||||||||||
| TTEE (EX-OFF); CHIEF SCIENTIFIC OFF | 56.00 | 1.00 | Yes (X) | $422,752 | $0 | $57,033 | ||||
| MEHTA MD SANJEEV | ||||||||||
| TTEE(EX-OFF),SVP,CMO,CMIO, GEN & EPI | 56.00 | 1.00 | Yes (X) | $283,753 | $0 | $50,065 | ||||
| LAGASSE ANNE M | ||||||||||
| CHAIR AND TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PASQUALINI MARTIN | ||||||||||
| VICE CHAIRMAN AND TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ABBRECHT TODD | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEVLIN MICHAEL K | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MOSES ALAN | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETERSON JAMES L | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| POLONSKY MD KENNETH | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REHNERT GEOFFREY S | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUSSELL MARK E | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHAHEEN STEFANY | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WELO KRISTEN | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WING LEVERETT | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TABB MD KEVIN | ||||||||||
| CEO (EX-OFFICIO) | 1.00 | 64.00 | $0 | $2,507,235 | $299,917 | Yes (X) | ||||
| KERNDL JOHN | ||||||||||
| TREAS (EX-OFF) (EVP & CFO, BILH) | 1.00 | 64.00 | $0 | $1,301,463 | $34,409 | Yes (X) | ||||
| RIOS CINDY | ||||||||||
| TREAS (EX-OFF) (INTERIM CFO, BILH) | 1.00 | 64.00 | $0 | $802,046 | $220,936 | Yes (X) | ||||
| KATZ ESQ JAMIE | ||||||||||
| CLERK (EX-OFFICIO), GENERAL COUNSEL BILH | 1.00 | 64.00 | $0 | $898,193 | $15,864 | Yes (X) | ||||
| ARMSTRONG ESQ EMILY | ||||||||||
| ASST CLERK(EX-OFF), AVP,ASST DEP GC | 1.00 | 63.00 | $0 | $268,218 | $37,005 | Yes (X) | ||||
| BHOGADI SATISH | ||||||||||
| ASST CFO & ASST TREAS (EX-OFF) | 1.00 | 56.00 | $0 | $180,314 | $14,912 | Yes (X) | ||||
| KAHN MD RONALD C | ||||||||||
| CHIEF ACADEMIC OFFICER | 55.00 | 0.00 | $412,206 | $0 | $59,964 | Yes (X) | ||||
| LIT SUSAN | ||||||||||
| CHIEF OPERATING OFFICER | 55.00 | 0.00 | $302,010 | $0 | $15,761 | Yes (X) | ||||
| D'ERRICO MATTHEW | ||||||||||
| CHIEF INFORMATION OFFICER | 55.00 | 0.00 | $285,778 | $0 | $19,866 | Yes (X) | ||||
| HARPEL SHARON | ||||||||||
| VP OFFICE SPONSORED RESEARCH | 55.00 | 0.00 | $275,435 | $0 | $29,052 | Yes (X) | ||||
| COTE ELIZABETH R | ||||||||||
| CHIEF DEVELOPMENT OFFICER | 55.00 | 0.00 | $280,302 | $0 | $12,853 | Yes (X) | ||||
| DIFIORE DAVID C | ||||||||||
| VP CLINICAL SERVICES | 55.00 | 0.00 | $252,961 | $0 | $7,223 | Yes (X) | ||||
| O'DONNELL DEBORAH F | ||||||||||
| DIR, PROJ MGMT & PROCESS IMPROVEMENT | 55.00 | 0.00 | $190,329 | $0 | $24,422 | Yes (X) | ||||
| BUCKLEY ESQ MARIA D | ||||||||||
| FORMER CLERK, GENERAL COUNSEL | 0.00 | 0.00 | $440,860 | $0 | $254,964 | Yes (X) | ||||
| LURIER ELIOT M | ||||||||||
| FORMER CFO, TREASURER | 0.00 | 0.00 | $174,314 | $0 | $12,774 | Yes (X) | ||||
| AIELLO PHD LLOYD-PAUL | ||||||||||
| FORMER VICE PRESIDENT, OPTHAMOLOGY | 55.00 | 0.00 | $383,800 | $0 | $50,304 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,462,448 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,256,304 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,279,006 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 58 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COLLIERS INTL NEW ENGLAND | |||||
| 28158 NETWORK PLACE | CHICAGO | IL | 606731281 | FACILITY MANAGEMENT | $798,267 |
| BRIGHAM & WOMEN'S HOSP | |||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | RESEARCH | $751,715 |
| THE LONGWOOD COLLECTIVE | |||||
| 375 LONGWOOD AVE FLOOR 5 | BOSTON | MA | 02215 | FACILITY MANAGEMENT | $684,025 |
| PVI PEERVIEW INSTITUTE | |||||
| 174 W 4TH STREET STE 182 | NEW YORK | NY | 10014 | EDUCATIONAL SERVICES | $605,555 |
| NEXTGEN HEALTHCARE INC | |||||
| 3525 PIEDMONT RD NE BUILDING 6 SUI | ALTANTA | GA | 30305 | HER SYSTEM SERVICE | $601,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,265,884 | FundraisingAmt |
| Government Grants | $26,534,190 | GovernmentGrantsAmt |
| All Other Contributions | $9,839,936 | AllOtherContributionsAmt |
| Noncash Contributions | $126,221 | NoncashContributionsAmt |
| Total Contributions | $37,640,010 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE AGREEMENT | 621110 | $25,130,232 | $25,130,232 |
| RESEARCH GRANTS | 541700 | $5,718,297 | $5,718,297 |
| EDUCATION PROGRAMS & P | 541700 | $3,178,891 | $3,178,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,027,420 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,513,083 | TotalRevenueColumnAmt |
| Exclusion | $1,513,083 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,073,872 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $667,424 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $406,448 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $406,448 | TotalRevenueColumnAmt |
| Exclusion | $406,448 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,458 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,041 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,417 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,417 | TotalRevenueColumnAmt |
| Exclusion | $110,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $116,763 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,265,884 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $401,061 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$284,298 | TotalRevenueColumnAmt |
| Exclusion | -$284,298 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER REVENUE | 541700 | $499,582 | $499,582 | |
| BIOSTATS & ISOLATION S | 541700 | $284,698 | $284,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $784,280 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,197,360 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,527,002 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $284,698 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,745,650 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,407,916 | TotalAmt |
| Program Services | $11,407,916 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,386,134 | TotalAmt |
| Program Services | $2,058,136 | ProgramServicesAmt |
| Management And General | $327,994 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,317,016 | TotalAmt |
| Program Services | $1,135,979 | ProgramServicesAmt |
| Management And General | $181,035 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,007,292 | TotalAmt |
| Program Services | $14,669,464 | ProgramServicesAmt |
| Management And General | $2,337,798 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,423 | TotalAmt |
| Program Services | $490,288 | ProgramServicesAmt |
| Management And General | $78,134 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,454,071 | TotalAmt |
| Program Services | $4,700,234 | ProgramServicesAmt |
| Management And General | $753,827 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,793,554 | TotalAmt |
| Program Services | $1,547,012 | ProgramServicesAmt |
| Management And General | $246,539 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,370,061 | TotalAmt |
| Program Services | $809,320 | ProgramServicesAmt |
| Management And General | $2,427,960 | ManagementAndGeneralAmt |
| Fundraising | $132,781 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,462 | TotalAmt |
| Program Services | $9,380 | ProgramServicesAmt |
| Management And General | $296,082 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$50,214 | TotalAmt |
| Management And General | -$50,214 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,750 | TotalAmt |
| Fundraising | $68,750 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,284 | TotalAmt |
| Management And General | $518,284 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,934 | TotalAmt |
| Program Services | $1,380 | ProgramServicesAmt |
| Management And General | $1,554 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,483 | TotalAmt |
| Program Services | $569,149 | ProgramServicesAmt |
| Management And General | $361,257 | ManagementAndGeneralAmt |
| Fundraising | $77 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,721 | TotalAmt |
| Program Services | $31,961 | ProgramServicesAmt |
| Management And General | $12,760 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834,683 | TotalAmt |
| Program Services | $1,781,629 | ProgramServicesAmt |
| Management And General | $1,010,069 | ManagementAndGeneralAmt |
| Fundraising | $42,985 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,576 | TotalAmt |
| Program Services | $401,220 | ProgramServicesAmt |
| Management And General | $21,688 | ManagementAndGeneralAmt |
| Fundraising | $1,668 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,202 | TotalAmt |
| Program Services | $237,783 | ProgramServicesAmt |
| Management And General | $12,226 | ManagementAndGeneralAmt |
| Fundraising | $193 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,960,714 | TotalAmt |
| Program Services | $3,535,486 | ProgramServicesAmt |
| Management And General | $2,339,927 | ManagementAndGeneralAmt |
| Fundraising | $85,301 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,193 | TotalAmt |
| Program Services | $191,029 | ProgramServicesAmt |
| Management And General | $431,164 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISC PURCHASE SERVICES | $18,988,213 | $15,574,547 | $3,413,666 |
| SUPPLIES | $7,680,454 | $7,630,403 | $50,051 |
| EQUIP RENTAL AND MACH | $746,048 | $746,048 | |
| PRINTING AND PUB | $77,300 | $77,229 | $71 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,212 | TotalAmt |
| Program Services | $54,928 | ProgramServicesAmt |
| Management And General | $3,652 | ManagementAndGeneralAmt |
| Fundraising | $1,632 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,769,482 | TotalAmt |
| Program Services | $67,660,521 | ProgramServicesAmt |
| Management And General | $14,775,524 | ManagementAndGeneralAmt |
| Fundraising | $333,437 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,369,755 | BOYAmt |
| EOY | $1,389,547 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,689,079 | BOYAmt |
| EOY | $6,095,268 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,389,615 | BOYAmt |
| EOY | $5,577,386 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,595,615 | BOYAmt |
| EOY | $6,353,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $64,370,507 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,514,992 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,925,505 | BOYAmt |
| EOY | $52,855,515 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,389,841 | BOYAmt |
| EOY | $62,165,237 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,311,330 | BOYAmt |
| EOY | $30,332,339 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,930,690 | BOYAmt |
| EOY | $1,237,027 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,601,430 | BOYAmt |
| EOY | $166,005,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,889,050 | BOYAmt |
| EOY | $8,841,163 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,564,319 | BOYAmt |
| EOY | $1,357,967 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,042,861 | BOYAmt |
| EOY | $1,792,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,496,230 | BOYAmt |
| EOY | $11,991,387 | 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 | $57,798,559 | BOYAmt |
| EOY | $61,654,292 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,306,641 | BOYAmt |
| EOY | $92,360,229 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,105,200 | BOYAmt |
| EOY | $154,014,521 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,601,430 | BOYAmt |
| EOY | $166,005,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,572,122 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,552,453 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,928,990 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,866,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,046,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,035,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,138,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,640,010 | CurrentTaxYearAmt |
| Total | $187,728,096 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,866,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,046,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,035,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,138,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,640,010 | CurrentTaxYearAmt |
| Total | $187,728,096 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,719,119 | SubstantialContributorsTotAmt |
| Public Support Total170 | $185,008,977 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,861,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,514,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,606,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,595,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,586,955 | CurrentTaxYearAmt |
| Total | $9,165,766 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,553 | CurrentTaxYearAmt |
| Total | $4,553 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,028,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,726,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,705,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,627,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,643,765 | CurrentTaxYearAmt |
| Total | $199,732,295 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $396,630,710 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $195,650,322 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING REVENUE - 2018 AMOUNT: $ 1,240,082. 2019 AMOUNT: $ 1,116,771. 2020 AMOUNT: $ 879,057. 2021 AMOUNT: $ 729,300. 2022 AMOUNT: $ 116,763. PROGRAM REVENUE - 2018 AMOUNT: $ 41,788,443. 2019 AMOUNT: $ 40,609,412. 2020 AMOUNT: $ 38,826,821. 2021 AMOUNT: $ 39,898,644. 2022 AMOUNT: $ 34,527,002. | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,750,951 | BeginningYearBalanceAmt |
| Contributions | $265,714 | ContributionsAmt |
| Investment Earnings Or Losses | $7,587,097 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,184,816 | OtherExpendituresAmt |
| End Year Balance | $73,418,946 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,108,463 | BeginningYearBalanceAmt |
| Contributions | $170,357 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,724,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,803,757 | OtherExpendituresAmt |
| End Year Balance | $68,750,951 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,341,399 | BeginningYearBalanceAmt |
| Contributions | $244,552 | ContributionsAmt |
| Investment Earnings Or Losses | $14,410,045 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,887,533 | OtherExpendituresAmt |
| End Year Balance | $82,108,463 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,258,068 | BeginningYearBalanceAmt |
| Contributions | $978,695 | ContributionsAmt |
| Investment Earnings Or Losses | $4,869,452 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,764,816 | OtherExpendituresAmt |
| End Year Balance | $72,341,399 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,999,746 | BeginningYearBalanceAmt |
| Contributions | $231,042 | ContributionsAmt |
| Investment Earnings Or Losses | $653,424 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,626,144 | OtherExpendituresAmt |
| End Year Balance | $71,258,068 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $35,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,986,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,021,756 | DepreciationAmt |
| Book Value | $15,964,449 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,696,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,331,229 | DepreciationAmt |
| Book Value | $1,364,982 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $688,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,007 | DepreciationAmt |
| Book Value | $526,084 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,855,515 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $30,332,339 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,332,339 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PROFESSIONAL LIABILITY | $274,000 |
| OTHER LIABILITIES | $1,518,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,792,257 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE TO BE USED FOR THE PURPOSE DESIGNATED BY EACH INDIVIDUAL DONOR. THESE FUNCTIONS INCLUDE GENERAL USE FUNDS, CLINIC SUPPORT FUNDS, AND RESEARCH SUPPORT FUNDS. |
| PART X, LINE 2: | BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $4,020,155 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $5,317,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,337,433 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,337,433 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV, LINE 3: | JOSLIN DIABETES CLINIC HAS REVIEWED ALL DOCUMENTATION TO DETERMINE THAT IT HELD ONE OR MORE OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR AND HAS FILED FORMS 5471 WHERE REQUIRED. |
| SCHEDULE F, PART IV, LINE 4: | JOSLIN DIABETES CLINIC HAS REVIEWED ALL DOCUMENTATION TO DETERMINE THAT IT WAS A DIRECT OR INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE TAX YEAR AND HAS FILED ALL THE FORMS 8621 REQUIRED. |
| SCHEDULE F, PART IV, LINE 5: | JOSLIN DIABETES CLINIC HAS REVIEWED ALL DOCUMENTATION TO DETERMINE IT WAS A DIRECT OR INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE TAX YEAR AND FILED FORMS 8865 WHERE REQUIRED. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRG CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 WASHINGTON ST 1 | AddressLine1Txt |
| City | MARLBLEHEAD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL SOLICITOR | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $68,750 | RetainedByContractorAmt |
| Net To Organization | -$68,750 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $68,750 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$68,750 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HIGH HOPES GALA | Event1Nm |
| Gross Receipts Event1 | $950,537 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $872,347 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $78,190 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $39,241 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $86,491 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,912 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $269,661 | OtherDirectExpensesEvent1Amt |
| Event2 | BOSTON MARATHON | Event2Nm |
| Gross Receipts Event2 | $210,430 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $210,430 | CharitableContriEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $221,680 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $183,107 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $38,573 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $1,756 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $1,382,647 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,265,884 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $116,763 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $39,241 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $88,247 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,912 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $269,661 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $401,061 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$284,298 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II EVENT #1 | FormAndLineReferenceDesc |
| Explanation | THE BOSTON MARATHON EVENT REPORTED IN THIS FORM 990 SCHEDULE G IS COORDINATED BY THE BETH ISRAEL LAHEY HEALTH ("BILH") DEVELOPMENT TEAM AS AN EVENT FOR THE BILH HEALTHCARE SYSTEM. RUNNERS PARTICIPATE IN THE MARATHON AND RAISE FUNDS FOR A SPECIFIC ENTITY WITHIN THE BILH SYSTEM. BILH REPORTS ALL EXPENSES FOR THE MARATHON ON ITS FORM 990, WHILE CONTRIBUTIONS RAISED BY RUNNERS ARE REPORTED AS REVENUE ON THE FORM 990 FOR EACH HOSPITAL OR OTHER HEALTHCARE ORGANIZATION DESIGNATED BY PARTICIPATING RUNNERS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BRIGHAM & WOMEN'S HOSP | ||||||||
| 75 FRANCIS ST MRB114 | BOSTON | MA | 02115 | 042312909 | 501(C)(3) | $1,187,655 | $0 | RESEARCH-SUBAWARD |
| BOSTON CHILDREN'S HOSP | ||||||||
| PO BOX 414413 | BOSTON | MA | 02241 | 042774441 | 501(C)(3) | $438,522 | $0 | RESEARCH-SUBAWARD |
| REGENTS OF UNIV OF MICHIGAN | ||||||||
| 1415 WASHINGTON HTS | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $391,869 | $0 | RESEARCH-SUBAWARD |
| STANFORD UNIV | ||||||||
| PO BOX 884253 | LOS ANGELES | CA | 90088 | 941156365 | 501(C)(3) | $367,094 | $0 | RESEARCH-SUBAWARD |
| RESEARCH FDTN STATE UNIV OF NY | ||||||||
| UNIV OF NY AT SUNY UPSTATE MED | SYRACUSE | NY | 13210 | 141368361 | 501(C)(3) | $213,612 | $0 | RESEARCH-SUBAWARD |
| MASSACHUSETTS GENERAL HOSP | ||||||||
| PO BOX 414876 | BOSTON | MA | 02241 | 042697983 | 501(C)(3) | $207,488 | $0 | RESEARCH-SUBAWARD |
| MASSACHUSETTS INST OF TECH | ||||||||
| OFFICE OF VP FOR FINANCE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $147,084 | $0 | RESEARCH-SUBAWARD |
| WASHINGTON UNIV IN ST LOUIS | ||||||||
| 700 ROSEDALE AVE | ST LOUIS | MO | 63112 | 430653611 | 501(C)(3) | $109,993 | $0 | RESEARCH-SUBAWARD |
| UMASS MEDICAL SCHOOL | ||||||||
| OFFICE AC2221 | WORCESTER | MA | 01655 | 043167352 | 501(C)(3) | $102,187 | $0 | RESEARCH-SUBAWARD |
| REGENTS OF UNIV OF MINNESOTA | ||||||||
| NW 5960 | MINNEAPOLIS | MN | 55485 | 416007513 | 501(C)(3) | $78,808 | $0 | RESEARCH-SUBAWARD |
| BETH ISRAEL LAHEY HEALTH INC | ||||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 832671600 | 501(C)(3) | $58,048 | $0 | RESEARCH-SUBAWARD |
| CHILDREN'S HOSP BOSTON | ||||||||
| PO BOX 414413 | BOSTON | MA | 02241 | 042774441 | 501(C)(3) | $49,645 | $0 | RESEARCH-SUBAWARD |
| TRUSTEES OF UNIV OF PENN | ||||||||
| GENETICS CORE FACILITIES | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $48,700 | $0 | RESEARCH-SUBAWARD |
| UNIVERSITY OF CHICAGO | ||||||||
| 6054 SOUTH DREXEL AVE | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $46,293 | $0 | RESEARCH-SUBAWARD |
| UNIV OF VIRGINIA | ||||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 22904 | 546001796 | 501(C)(3) | $28,070 | $0 | RESEARCH-SUBAWARD |
| UNIV OF PENNSYLVANIA | ||||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | 231352685 | 501(C)(3) | $24,334 | $0 | RESEARCH-SUBAWARD |
| UNIV OF UTAH | ||||||||
| 201 S PRESIDENT CIR | SALT LAKE CITY | UT | 84112 | 876000525 | 501(C)(3) | $17,088 | $0 | RESEARCH-SUBAWARD |
| JOSLIN CLINIC INC | ||||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02215 | 222984590 | 501(C)(3) | $7,890,457 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS A RECIPIENT OF FEDERAL SPONSORED AWARDS, JOSLIN DIABETES CENTER (JDC) MUST COMPLY WITH THE GUIDELINES SPECIFIC TO THE FEDERAL AWARDING AGENCY FOR THE PARTICULAR PROGRAM. JDC'S ADHERENCE TO THESE PROGRAMS' REQUIREMENTS ARE AUDITED ANNUALLY AS REQUIRED BY 2 CFR PART 200, UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS. JDC IS REQUIRED BY FEDERAL REGULATION TO MONITOR EXPENSES OF FEDERAL FUNDS AWARDED THAT ARE SUB-CONTRACTED TO ANOTHER INSTITUTION, ORGANIZATION, OR INDIVIDUAL. FEDERAL SUBCONTRACTED RESEARCH GRANTS AS WELL AS OTHER SUBCONTRACTED RESEARCH GRANTS ARE MONITORED BY THE CLINICAL DEPARTMENT SPONSORING THE ACTIVITY. SIMILAR MONITORING PROGRAMS ARE IN PLACE THAT ASSURE ADHERENCE TO ALL NON-FEDERAL SPONSOR'S GRANT REQUIREMENTS. THIS REPORTING STRUCTURE FURTHER ENHANCES INTERNAL CONTROLS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||||||
| CEO (EX-OFFICIO) | $0 | $2,103,982 | $0 | $0 | $0 | $403,253 | $0 | $257,320 | $0 | $42,597 | $0 | $2,807,152 | $0 | $0 |
| ROWAN MICHAEL | ||||||||||||||
| TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) | $0 | $1,190,783 | $0 | $0 | $0 | $108,052 | $0 | $9,371 | $0 | $27,668 | $0 | $1,335,874 | $0 | $0 |
| KERNDL JOHN | ||||||||||||||
| TREAS (EX-OFF) (EVP & CFO, BILH) | $0 | $1,068,846 | $0 | $100,000 | $0 | $132,617 | $0 | $4,985 | $0 | $29,424 | $0 | $1,335,872 | $0 | $0 |
| RIOS CINDY | ||||||||||||||
| TREAS (EX-OFF) (INTERIM CFO, BILH) | $0 | $574,544 | $0 | $174,475 | $0 | $53,027 | $0 | $188,510 | $0 | $32,426 | $0 | $1,022,982 | $0 | $0 |
| KATZ ESQ JAMIE | ||||||||||||||
| CLERK (EX-OFFICIO), GENERAL COUNSEL | $0 | $794,826 | $0 | $0 | $0 | $103,367 | $0 | $7,320 | $0 | $8,544 | $0 | $914,057 | $0 | $0 |
| HERMAN MD PHD ROBERTA | ||||||||||||||
| PRESIDENT & TRUSTEE (EX-OFFICIO) | $705,616 | $0 | $0 | $0 | $52,332 | $0 | $13,760 | $0 | $10,883 | $0 | $782,591 | $0 | $0 | $0 |
| BUCKLEY ESQ MARIA D | ||||||||||||||
| FORMER CLERK, GENERAL COUNSEL | $223,352 | $0 | $0 | $0 | $217,508 | $0 | $247,045 | $0 | $7,919 | $0 | $695,824 | $0 | $0 | $0 |
| KING MD GEORGE L | ||||||||||||||
| TTEE (EX-OFF); CHIEF SCIENTIFIC OFF | $397,466 | $0 | $0 | $0 | $25,286 | $0 | $30,500 | $0 | $26,533 | $0 | $479,785 | $0 | $0 | $0 |
| KAHN MD RONALD C | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $388,441 | $0 | $0 | $0 | $23,765 | $0 | $30,525 | $0 | $29,439 | $0 | $472,170 | $0 | $0 | $0 |
| AIELLO PHD LLOYD-PAUL | ||||||||||||||
| FORMER VICE PRESIDENT, OPTHAMOLOGY | $351,947 | $0 | $0 | $0 | $31,853 | $0 | $30,500 | $0 | $19,804 | $0 | $434,104 | $0 | $0 | $0 |
| MEHTA MD SANJEEV | ||||||||||||||
| TTEE(EX-OFF),SVP,CMO,CMIO, GEN & EPI | $279,534 | $0 | $0 | $0 | $4,219 | $0 | $28,325 | $0 | $21,740 | $0 | $333,818 | $0 | $0 | $0 |
| LIT SUSAN | ||||||||||||||
| CHIEF OPERATING OFFICER | $300,492 | $0 | $0 | $0 | $1,518 | $0 | $0 | $0 | $15,761 | $0 | $317,771 | $0 | $0 | $0 |
| D'ERRICO MATTHEW | ||||||||||||||
| CHIEF INFORMATION OFFICER | $196,328 | $0 | $0 | $0 | $89,450 | $0 | $13,052 | $0 | $6,814 | $0 | $305,644 | $0 | $0 | $0 |
| ARMSTRONG ESQ EMILY | ||||||||||||||
| ASST CLERK(EX-OFF), AVP,ASST DEP GC | $0 | $244,171 | $0 | $0 | $0 | $24,047 | $0 | $7,915 | $0 | $29,090 | $0 | $305,223 | $0 | $0 |
| HARPEL SHARON | ||||||||||||||
| VP OFFICE SPONSORED RESEARCH | $268,577 | $0 | $0 | $0 | $6,858 | $0 | $20,479 | $0 | $8,573 | $0 | $304,487 | $0 | $0 | $0 |
| COTE ELIZABETH R | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $257,064 | $0 | $0 | $0 | $23,238 | $0 | $12,853 | $0 | $0 | $0 | $293,155 | $0 | $0 | $0 |
| DIFIORE DAVID C | ||||||||||||||
| VP CLINICAL SERVICES | $101,221 | $0 | $0 | $0 | $151,740 | $0 | $5,184 | $0 | $2,039 | $0 | $260,184 | $0 | $0 | $0 |
| O'DONNELL DEBORAH F | ||||||||||||||
| DIR, PROJ MGMT & PROCESS IMPROVEMENT | $187,565 | $0 | $0 | $0 | $2,764 | $0 | $12,590 | $0 | $11,832 | $0 | $214,751 | $0 | $0 | $0 |
| BHOGADI SATISH | ||||||||||||||
| ASST CFO & ASST TREAS (EX-OFF) | $0 | $161,272 | $0 | $0 | $0 | $19,042 | $0 | $11,984 | $0 | $2,928 | $0 | $195,226 | $0 | $0 |
| LURIER ELIOT M | ||||||||||||||
| FORMER CFO, TREASURER | $123,494 | $0 | $25,000 | $0 | $25,820 | $0 | $8,035 | $0 | $4,739 | $0 | $187,088 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, JOSLIN DIABETES CENTER, INC. OR ONE OF IT'S AFFILIATES MAY CHOOSE TO GROSS-UP A PAYMENT TO MAKE THE EMPLOYEE WHOLE FROM A TAX PERSPECTIVE. AS EXPLAINED FURTHER BELOW, ACROSS BILH THESE SITUATIONS ARE REVIEWED ON A CASE-BY-CASE BASIS AND THE COST OF ANY GROSS-UP IS CONSIDERED WHEN REVIEWING AN EMPLOYEE'S OVERALL COMPENSATION PACKAGE FOR REASONABLENESS. EXAMPLES OF THE TYPES OF EXPENSES WHICH FALL INTO THIS CATEGORY ARE REIMBURSEMENT FOR RELOCATION AND TEMPORARY HOUSING. |
| PART I, LINE 3 | JOSLIN DIABETES CENTER, INC.'S CHIEF EXECUTIVE OFFICER AND PRESIDENT ARE EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING, IS THE DIRECT OR INDIRECT SOLE MEMBER OF JOSLIN DIABETES CENTER, INC. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF JOSLIN DIABETES CENTER, INC. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF 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, LINES 4A-B | SCHEDULE J PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, RECEIVED SEVERANCE PAYMENTS. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 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, 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: ANNA JAQUES HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, BETH ISRAEL DEACONESS HOSPITAL MILTON 457(B) PLAN, BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, LAHEY CLINIC FOUNDATION, INC. 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, MOUNT AUBURN HOSPITAL 457(B) DEFERRED COMPENSATION PLAN, NEW ENGLAND BAPTIST HOSPITAL 457(B) PLAN, THE JORDAN HEALTH SYSTEMS, INC. ELIGIBLE DEFERRED COMPENSATION PLAN, WINCHESTER HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. 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 SCHEDULE J BELOW. |
| PART I, LINE 7 | AS NOTED ABOVE, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF 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. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 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, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, AMOUNTS FROM ONE OR MORE OF THE FOLLOWING NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | AIELLO, PH.D., LLOYD-PAUL JOSLIN DIABETES CENTER, INC. FORMER VICE PRESIDENT, OPTHAMOLOGY OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. AIELLO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $19,798. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $702 IMPACTING THE NONQUALIFIED BALANCE. ARMSTRONG, ESQ., EMILY ASSISTANT VICE PRESIDENT AND ASSISTANT DEPUTY GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. ASSISTANT CLERK (EX-OFFICIO) - JOSLIN CLINIC, INC. ASSISTANT CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. ASSISTANT CLERK (EX-OFFICIO) (HOSPITAL ATTORNEY) - THE JORDAN HEALTH SYSTEMS, INC. ASSISTANT CLERK (EX-OFFICIO) (HOSPITAL ATTORNEY) - JORDAN PHYSICIAN ASSOCIATES, INC. CLERK (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP O TERM ENDED MARCH 30, 2023 CLERK (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. O TERM ENDED MARCH 30, 2023 UNLESS OTHERWISE NOTED, MS. ARMSTRONG SERVED IN THE POSITIONS ABOVE FOR THE FULL 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 A PAYMENT FOR PTO CASHED OUT IN THE AMOUNT OF $23,808. BHOGADI, SATISH ASSISTANT CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER (EX-OFFICIO) JOSLIN CLINIC, INC. ASSISTANT CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER (EX-OFFICIO) JOSLIN DIABETES CENTER, INC. MR. BHOGADI 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 AND DEFERRED COMPENSATION FOR MR. BHOGADI INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $18,874. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS OF $1,626 IMPACTING HIS NONQUALIFIED BENEFIT. BUCKLEY, ESQ., MARIA D. FORMER GENERAL COUNSEL AND CLERK - JOSLIN DIABETES CENTER, INC. FORMER CLERK- JOSLIN CLINIC, INC. MS. BUCKLEY'S TERM AS CLERK FOR BOTH JOSLIN DIABETES CENTER AND THE JOSLIN CLINIC ENDED OCTOBER 31, 2021. SHE SERVED AS GENERAL COUNSEL FOR THESE ENTITIES THROUGH JULY 29, 2022 AND AS SUCH, BOTH POSITIONS ENDED BEFORE THE BEGINNING OF THE PERIOD COVERED BY THIS FILING AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MS. BUCKLEY INCLUDES SEVERANCE IN THE AMOUNT OF $176,665 AND A PAYMENT FOR PTO CASHED-OUT IN THE AMOUNT OF $35,290. DEFERRED COMPENSATION INCLUDES SEVERANCE PAYMENTS IN THE AMOUNT OF $231,268 TO BE PAID AFTER DECEMBER 31, 2022. COTE, ELIZABETH R CHIEF DEVELOPMENT OFFICER- JOSLIN DIABETES CENTER, INC. OTHER REPORTABLE COMPENSATION INCLUDES A PAYMENT FOR PTO CASHED-OUT IN THE AMOUNT OF $21,452. D'ERRICO, MATTHEW CHIEF INFORMATION OFFICER, VICE PRESIDENT - JOSLIN DIABETES CENTER, INC. OTHER REPORTABLE COMPENSATION FOR MR. D'ERRICO INCLUDES SEVERANCE IN THE AMOUNT OF $61,206 AND A PAYMENT FOR PTO CASHED-OUT IN THE AMOUNT OF $25,502. DIFIORE, DAVID C VICE PRESIDENT, CLINICAL SERVICES- JOSLIN DIABETES CENTER, INC. OTHER REPORTABLE COMPENSATION FOR MR. DIFIORE INCLUDES SEVERANCE IN THE AMOUNT OF $127,798 AND A PAYMENT FOR PTO CASHED-OUT IN THE AMOUNT OF $22,538. HARPEL, SHARON VICE PRESIDENT FOR OFFICE SPONSORED RESEARCH - JOSLIN DIABETES CENTER, INC. HERMAN, M.D., PH.D., ROBERTA PRESIDENT AND TRUSTEE (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. PRESIDENT AND TRUSTEE (EX-OFFICIO) - JOSLIN CLINIC, INC. DR. HERMAN 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 FOR DR. HERMAN INCLUDES COMBINED PTO PAID OUT IN THE AMOUNT OF $40,634. KAHN, M.D., RONALD C. CHIEF ACADEMIC OFFICER - JOSLIN DIABETES CENTER, INC. CHIEF ACADEMIC OFFICER - JOSLIN CLINIC, INC. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | 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 O 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. O 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 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. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | KERNDL, JOHN UNLESS OTHERWISE NOTED BELOW, MR. KERNDL HELD THE FOLLOWING POSITIONS THROUGH DECEMBER 31, 2023: EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE AND TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. TREASURER - CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. TRUSTEE, TREASURER (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS, INC. TREASURER (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE AND TREASURER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL TREASURER (EX-OFFICIO) MOUNT AUBURN PROFESSIONAL SERVICES ASSISTANT TREASURER (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TREASURER (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. TREASURER (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO), TREASURER(EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. TRUSTEE AND TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. TREASURER (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL DIRECTOR (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. MANAGING DIRECTOR - BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC MANAGING DIRECTOR, TREASURER - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE NETWORK, LLC ASSISTANT TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TREASURER (EX-OFFICIO) - JOSLIN CLINIC, INC. TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. 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. KERNDL INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $109,434. OF THIS AMOUNT, $89,934 WAS UNVESTED AT SEPTEMBER 30, 2023. OTHER REPORTABLE COMPENSATION FOR MR. KERNDL ALSO INCLUDES $ 7,961 RELATED TO TEMPORARY HOUSING. KING, M.D., GEORGE L. CHIEF SCIENTIFIC OFFICER - JOSLIN DIABETES CENTER, INC. CHIEF SCIENTIFIC OFFICER - JOSLIN CLINIC, INC. LIT, SUSAN CHIEF OPERATING OFFICER - JOSLIN DIABETES CENTER, INC. CHIEF OPERATING OFFICER - JOSLIN CLINIC, INC. LURIER, ELIOT M. FORMER CFO, TREASURER - JOSLIN DIABETES CENTER, INC. FORMER CFO, TREASURER - JOSLIN CLINIC, INC. OTHER REPORTABLE COMPENSATION INCLUDES A PAYMENT FOR PTO CASHED-OUT IN THE AMOUNT OF $24,038. MEHTA, M.D., SANJEEV TRUSTEE (EX-OFFICIO), SVP, CHIEF MEDICAL OFFICER, CHIEF MEDICAL INFORMATION OFFICER, GENETICS & EPIDEMIOLOGY - JOSLIN DIABETES CENTER, INC. TRUSTEE (EX-OFFICIO), SVP, CHIEF MEDICAL OFFICER, CHIEF MEDICAL INFORMATION OFFICER, GENETICS & EPIDEMIOLOGY - JOSLIN CLINIC, INC O'DONNELL, DEBORAH F DIRECTOR, PROJECT MANAGEMENT & PROCESS IMPROVEMENT - JOSLIN DIABETES CENTER, INC. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | RIOS, CINDY TREASURER (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. O TERM BEGAN JANUARY 1, 2023. SENIOR VICE PRESIDENT AND OPERATIONS CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. O 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 O 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. O 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 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. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | ROWAN, MICHAEL UNLESS OTHERWISE NOTED BELOW, MR. ROWAN HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: EXECUTIVE VICE PRESIDENT, HOSPITAL AND AMBULATORY SERVICES - BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. TRUSTEE (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - COMMUNITY PHYSICIANS ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - THE JORDAN HEALTH SYSTEMS, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BID - MILTON PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - JOSLIN CLINIC, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - JOSLIN DIABETES CENTER, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - ANNA JAQUES HOSPITAL, INC. O TERM BEGAN ON APRIL 1, 2023. TRUSTEE (CEO DESIGNEE) - SEACOAST AFFILIATED GROUP PRACTICE, INC. O TERM BEGAN ON APRIL 1, 2023. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - WINCHESTER HOSPITAL O TERM BEGAN ON MARCH 10, 2023. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - WINCHESTER HEALTHCARE MANAGEMENT, INC. O TERM BEGAN ON MARCH 10, 2023. MR. ROWAN 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 AND DEFERRED COMPENSATION FOR MR. ROWAN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $84,688. OF THIS AMOUNT, $65,188 IS UNVESTED AS OF SEPTEMBER 30, 2023. TABB, M.D., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2023: PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. CHIEF EXECUTIVE OFFICER AND TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC, INC. TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. PRESIDENT (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE, BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - WINCHESTER HOSPITAL DIRECTOR AND PRESIDENT (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION CHIEF EXECUTIVE OFFICER (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION CHIEF EXECUTIVE OFFICER AND TRUSTEE - CAB HEALTH AND RECOVERY SERVICES, INC. CHIEF EXECUTIVE OFFICER AND TRUSTEE - HEALTH AND EDUCATION HOUSING SERVICES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. CHIEF EXECUTIVE OFFICER - COMMUNITY PHYSICIANS ASSOCIATES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL CHIEF EXECUTIVE OFFICER - THE JORDAN HEALTH SYSTEMS, INC. CHIEF EXECUTIVE OFFICER - JORDAN PHYSICIAN ASSOCIATES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN CLINIC, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. 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 AND ADDITIONAL AFFILIATES. AS OF THAT DATE DR. TABB ASSUMED THE FOLLOWING ADDITIONAL POSITIONS: CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HOSPITAL, INC. IN ADDITION TO THE POSITIONS NOTED ABOVE, DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNATE WHO THEN BECAME THE VOTING TRUSTEE IN HIS PLACE: TRUSTEE (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, BID-MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, THE JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PHARMACY, INC. TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL AND WINCHESTER HEALTHCARE MANAGEMENT TRUSTEE (EX-OFFICIO) ANNA JAQUES HOSPITAL, INC. AND SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE (EX-OFFICIO) JOSLIN DIABETES CENTER TRUSTEE (EX-OFFICIO) JOSLIN CLINIC TRUSTEE (EX-OFFICIO) EXETER HEALTH RESOURCES, INC. TRUSTEE (EX-OFFICIO) EXETER HOSPITAL, INC. ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $388,031. THIS AMOUNT INCLUDES A DISTRIBUTION FROM A NONQUALIFIED PLAN IN THE AMOUNT OF $453,944 AND UNREALIZED LOSSES IMPACTING HIS NONQUALIFIED BENEFIT IN THE AMOUNT OF $85,413. DEFERRED COMPENSATION IN THE AMOUNT OF $250,000 INCLUDED IN THIS FILING FOR DR. TABB 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $63,901 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,320 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRIC | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBERS REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART III, LINE 1 | THE PRIMARY MISSION OF JOSLIN DIABETES CENTER (JDC) AND JOSLIN CLINIC (JC) IS TO PROVIDE THE HIGHEST QUALITY SPECIALTY MEDICAL CARE TO PATIENTS WITH DIABETES AND DIABETES RELATED CONDITIONS AND TO SEARCH FOR A CURE. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF JOSLIN DIABETES CENTER, NORTHEAST HOSPITAL CORPORATION (NHC), 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 BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN) 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). IN ADDITION, AS OF JULY 1, 2023, BILH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC WHICH IN TURNS SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL. THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,800 PHYSICIANS AND 38,000 EMPLOYEES AND PROVIDES ACCESS TO CARE ACROSS THE BILH SYSTEM. |
| FORM 990 PART III, LINE 4B CONT. | IN ADDITION TO JOSLIN DIABETES CENTER, INC.'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, 2023 THROUGHOUT 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. 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. |
| FORM 990 PART III, LINE 4B CONT. | 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. O CCA CHCS INCLUDE BOWDOIN STREET HEALTH CENTER, CHARLES RIVER COMMUNITY HEALTH, THE DIMOCK CENTER, FENWAY HEALTH, AND SOUTH COVE COMMUNITY HEALTH CENTER. O 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, LINE 12A | 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 DIRECT OR INDIRECT SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING: 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 THEIR AFFILIATES. EFFECTIVE JULY 1, 2023, BILH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND THREE MONTHS OF EHRI'S ACTIVITY AS WELL AS THREE MONTHS OF EHRI'S AFFILIATES' ACTIVITY, INCLUDING EXETER HOSPITAL, ARE INCLUDED IN THE AUDITED FINANCIAL STATEMENTS OF BILH AND AFFILIATES. THE FINANCIAL STATEMENTS OF THE SYSTEM ALSO INCLUDE THE ACCOUNTS OF, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND HMFP'S AFFILIATES. HMFP AND ITS AFFILIATES ARE INTEGRALLY RELATED TO HELPING BILH, BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. |
| FORM 990 PART V, LINE 7G | JOSLIN DIABETES CENTER, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. |
| FORM 990 PART V, LINE 7H | JOSLIN DIABETES CENTER, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. |
| 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 6 | FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT SOLE MEMBER OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY 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. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER SHALL HAVE THE EXCLUSIVE AUTHORITY, AFTER CONSULTATION WITH THE CHAIR OF THE BOARD AND THE PRESIDENT OF THE CORPORATION AND REVIEW OF RECOMMENDATIONS, IF ANY, MADE BY THE BOARD, TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE, PROVIDED THAT NO TRUSTEE MAY BE REMOVED WITHOUT CAUSE DURING THE THREE YEAR PERIOD FOLLOWING NOVEMBER 1, 2021, THE DATE BETH ISRAEL LAHEY HEALTH, INC. BECAME THE MEMBER OF THE CORPORATION. NOTWITHSTANDING THE FOREGOING, ANY REMOVAL SHALL BE FOLLOWING NOTICE TO THE CHAIR (OR THE VICE-CHAIR IF THE CHAIR IS THE SUBJECT OF REMOVAL) AND AN OPPORTUNITY FOR THE CHAIR TO BE HEARD BY THE MEMBER'S BOARD OR A STANDING OR AD HOC COMMITTEE THEREOF, EXCEPT IN CIRCUMSTANCES WHERE THE MEMBER DETERMINES THAT IMMEDIATE REMOVAL IS IN THE BEST INTEREST OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER OF JOSLIN DIABETES CENTER HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN JOSLIN DIABETES CENTER BY-LAWS: SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO THE BOARD OF TRUSTEES OF THE CORPORATION ("BOARD") IN THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE THESE BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS OR THE CONSULTATION RIGHTS IN THE IMMEDIATELY FOLLOWING SENTENCE. FURTHER, THE MEMBER MAY NOT TAKE THE FOLLOWING ACTIONS WITHOUT FIRST CONSULTING THE BOARD: (I) CAUSE THE CORPORATION'S SUBSIDIARY, JOSLIN CLINIC, INC., TO CEASE OPERATING A SEPARATELY LICENSED DIABETES FACILITY OR CLOSE ANY ESSENTIAL SERVICE OF THAT FACILITY; (II) CAUSE THE RELOCATION OF THE CORPORATION'S RESEARCH, EDUCATIONAL AND CLINICAL PROGRAMS AND THE REPLACEMENT SITE(S) OF SUCH PROGRAM OR PROGRAMS; OR (III) CAUSE THE CORPORATION TO CEASE OPERATING A DIABETES RESEARCH CENTER CARRYING OUT BOTH BASIC SCIENCE RESEARCH OR CLINICAL RESEARCH. FOR THE PERIOD ENDING ON THE THIRD ANNIVERSARY OF THE DATE THE MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE CORPORATION, THE MEMBER'S AUTHORITY TO CHANGE THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES IS SUBJECT TO THE REQUIREMENT THAT IT OBTAIN THE UNANIMOUS CONSENT OF THE CORPORATION'S DESIGNATED TRUSTEES (AS DEFINED IN THE BYLAWS OF THE MEMBER) AND THE APPROVAL OF THE MEMBER'S BOARD OF TRUSTEES (THE "MEMBER'S BOARD"), PROVIDED HOWEVER, THAT THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION SHALL ALWAYS BE THE SAME AS THE AFFILIATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. OR ITS SUCCESSOR, WITHOUT CONSULTING WITH THE BOARD PRIOR TO TAKING SUCH ACTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE DIRECT OR INDIRECT SOLE MEMBER OF JOSLIN DIABETES CENTER, INC. THIS FORM 990 IS PREPARED BY THE BILH TAX DEPARTMENT IN CONJUNCTION WITH DELOITTE TAX, LLP (DELOITTE). AS PART OF THIS PROCESS, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND FUNCTIONS WITHIN BILH AND JOSLIN DIABETES CENTER, INC. TO ENSURE THAT ALL FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS INCLUDE BUT ARE NOT LIMITED TO: FINANCE AND ACCOUNTING, HUMAN RESOURCES AND PAYROLL, TREASURY, COMPLIANCE, LEGAL, COMMUNITY BENEFITS, FINANCIAL ASSISTANCE AND REIMBURSEMENT, GOVERNANCE, DEVELOPMENT, GRADUATE MEDICAL EDUCATION, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. JOSLIN DIABETES CENTER, INC.'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. JOSLIN DIABETES CENTER, INC.'S FORM 990, ALONG WITH THE FORMS 990 OF ALL ENTITIES IN THE BILH NETWORK, ARE DISCUSSED WITH THE BILH AUDIT AND COMPLIANCE COMMITTEE. DELOITTE SIGNS THE FINAL RETURNS. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF JOSLIN DIABETES CENTER, INC'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS NOTED THROUGHOUT THIS FILING, JOSLIN DIABETES CENTER, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM OF AFFILIATES. ALL ENTITIES IN THE BILH NETWORK ADHERE TO THE BILH CONFLICT OF INTEREST POLICY AND MAINTAIN A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY AT THE JOSLIN DIABETES CENTER, INC. LEVEL. PURSUANT TO THESE POLICIES, BILH ENTITIES' OFFICERS, TRUSTEES AND KEY EMPLOYEES AS WELL AS CERTAIN OTHER INDIVIDUALS ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE (COI-TQ). THE COI-TQ IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS AND FAMILY RELATIONSHIPS AND AFFILIATIONS MAINTAINED BY OFFICERS, TRUSTEES, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A REAL OR PERCEIVED CONFLICT OF INTEREST. THE BILH OFFICE OF INTEGRITY AND COMPLIANCE, IN CONJUNCTION WITH THE BILH TAX DEPARTMENT, ADMINISTERS THE COI-TQ PROCESS ANNUALLY. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES. DISCLOSURES FOR BILH EXECUTIVES AND KEY EMPLOYEES ARE ASSIGNED APPROPRIATE FOLLOW-UP ACTION IN ACCORDANCE WITH THE BILH POLICY. A SUMMARY OF POSITIVE RESPONSES FOR EACH BILH AFFILIATE IS PROVIDED TO THE COMPLIANCE OFFICER FOR THAT JOSLIN DIABETES CENTER, INC. FOR REVIEW FINAL DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICIES IS SUBJECT TO ONGOING REVIEW BY JOSLIN DIABETES CENTER, INC. AS WELL AS THE BILH INTEGRITY AND COMPLIANCE OFFICE. PURSUANT TO THE BILH CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A MANAGEMENT PLAN 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 JOSLIN DIABETES CENTER, INC. BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR JOSLIN DIABETES CENTER, INC. TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15B | AS NOTED THROUGHOUT THIS FILING, JOSLIN DIABETES CENTER, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS JOSLIN DIABETES CENTER, INC.'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. IN THIS ROLE BILH MAINTAINS THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EXECUTIVES AND SENIOR MANAGEMENT OF THE ENTITIES WHICH COMPRISED THE BETH ISRAEL LAHEY HEALTH NETWORK. THE BILH COMPENSATION COMMITTEE IS THEREFORE RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES AND EXCEPT AS OTHERWISE NOTED BELOW OR IN FORM 990 SCHEDULE J, THE COMPENSATION REPORTED IN THIS FORM 990 FOR JOSLIN DIABETES CENTER, INC.'S OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE BETH ISRAEL LAHEY HEALTH (BILH) COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER 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 BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS NOTED THROUGHOUT THIS FILING, JOSLIN DIABETES CENTER, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS JOSLIN DIABETES CENTER, INC.'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. JOSLIN DIABETES CENTER, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT SCHRAFFT'S CITY CENTER, 4TH FLOOR, 529 MAIN STREET CHARLESTOWN, MA 02129 |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS TO/FROM AFFILIATES 9,928,990. |
| FORM 990 PART XII, LINE 12 | AS NOTED THROUGHOUT THIS FORM 990, JOSLIN DIABETES CENTER, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. BETH ISRAEL LAHEY HEALTH (BILH) SERVES AS THE DIRECT OR INDIRECT MEMBER OF JOSLIN DIABETES CENTER, INC. AND JOSLIN DIABETES CENTER, INC. IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BETH ISRAEL LAHEY HEALTH. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (66 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 FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE | ||||||||||||||||
| 930 COMMONWEALTH AVE | BOSTON | MA | 02215 | 043521077 | SCIENTIFIC & MEDICAL RESEARCH | MA | 501(C)(3) | 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 FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL COMMUNITY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BEVERLY | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(7) | 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 FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043079630 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 208253452 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043030397 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 873655583 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS | MA | 501(C)(3) | LINE 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | ||||||||||||||||
| 110 FRANCIS ST | BOSTON | MA | 02215 | 020671240 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL MILTON INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 042103604 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 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 FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH PHARMACY INC | ||||||||||||||||
| 80 WILSON WAY | WESTWOOD | MA | 02090 | 822526816 | TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC | MA | 501(C)(3) | LINE 10 | BETH ISRAEL DEACONESS MEDICAL CENTER INC | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 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 | ||||||
| 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 FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BID-MILTON PHYSICIAN ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE ROAD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 501(C)(3) | LINE 10 | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| BIH PATHOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 222548374 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BIH RADIOLOGIC FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042571853 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | LINE 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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 FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| CORE PHYSICIANS LLC | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | MA | 03833 | 870807914 | PHYSICIAN PRACTICES | MA | 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 | MA | 03833 | 200753662 | SELF-INSURANCE TRUST | MA | 501(C)(3) | LINE 12A, I | EXETER HEALTH RESOURCES INC | Yes (1) | ||||||
| EXETER HEALTH RESOURCES INC | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | MA | 03833 | 020222126 | SUPPORT COMMUNITY HEALTH & NETWORK MGMT SVCS | MA | 501(C)(3) | LINE 12A, I | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| EXETER HOSPITAL | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | MA | 03833 | 222674014 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | LINE 3 | EXETER HEALTH RESOURCES INC | Yes (1) | ||||||
| EXETER MED REAL INC | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | MA | 03833 | 020418718 | REAL ESTATE HOLDING COMPANY | MA | 501(E) | 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 INC | 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 FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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 CORP DBA BILH BEHAVIORAL HEALTH SERVICES | ||||||||||||||||
| 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) | ||||||
| ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | MA | 03833 | 020274905 | HOME CARE & HOSPICE | MA | 501(C)(3) | LINE 10 | EXETER HEALTH RESOURCES INC | Yes (1) | ||||||
| SEACOAST AFFILIATED GROUP PRACTICE INC | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 043485648 | PHYSICIAN GROUP | MA | 501(C)(3) | 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 INC | 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) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC | |||||||||
| 41 RESNIK ROAD | PLYMOUTH | MA | 02360 | 883871838 | SURGERY CENTER | MA | N/A | 0 | 0 |
| BIDCO HOSPITAL LLC | |||||||||
| 247 STATION DRIVE NORTHWEST 1 | WESTWOOD | MA | 02090 | 461643790 | COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | N/A | 0 | 0 |
| BIDCO PHYSICIAN LLC | |||||||||
| 600 UNICORN PARK DRIVE 4TH FL | WOBURN | MA | 01801 | 461589743 | COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC BILH | MA | N/A | 0 | 0 |
| BILH INVESTMENT PARTNERSHIP LLP | |||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 043278109 | INVESTMENT PARTNERSHIP | MA | N/A | 0 | 0 |
| NEBSC HOSPITAL HOLDINGS LLC | |||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 874293833 | INVESTMENT PARTNERSHIP | MA | N/A | 0 | 0 |
| NEW ENGLAND BAPTIST SURGERY CENTER LLC | |||||||||
| 100 AVON MEADOW LANE | AVON | CT | 06001 | 874311329 | AMBULATORY SURGERY CENTER | MA | N/A | 0 | 0 |
| PHYSICIANS PROFESSIONAL SERVICES LLP | |||||||||
| 200 RIVERS EDGE DRIVE | MEDFORD | MA | 02155 | 043275078 | TO PROVIDE MEDICAL BILLING SERVICES | MA | N/A | 0 | 0 |
| SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC | |||||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 383989358 | MRI SERVICES | MA | N/A | 0 | 0 |
| WINCHESTER HOSPITALSHIELDS MRI LLC | |||||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 462523117 | MRI SERVICES | MA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC | |||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 161744477 | MANAGEMENT SERVICES | MA | N/A | C | 0 | ||||
| HUNTINGFIELD CORPORATION | |||||||||||||
| C/O LCF 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 454047430 | TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS | DE | N/A | C | 0 | ||||
| LAHEY CLINIC INSURANCE CO LTD | |||||||||||||
| INSURANCE | N/A | C | 0 | CRAIG APPIN HOUSE PO BOX HM 2450 | HAMILTON | BD | BD | ||||||
| LEDGEWOOD HEALTH CARE CORPORATION | |||||||||||||
| 87 HERRICK STREET | BEVERLY | MA | 01915 | 042855189 | NURSING HOME | MA | N/A | C | 0 | ||||
| NORTHEAST PROPRIETARY CORP | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042855191 | MEDICAL SERVICES | MA | N/A | C | 0 | ||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042932059 | MANAGEMENT SERVICES | MA | N/A | C | 0 | ||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043262963 | MANAGEMENT SERVICES | MA | N/A | C | 0 | ||||
| WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 472646454 | INACTIVE | MA | N/A | C | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| JOSLIN CLINIC INC | |
| B | $7,890,457 |
| JOSLIN CLINIC INC | |
| L | $25,130,232 |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | |
| O | $6,319,807 |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | |
| P | $2,629,140 |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | |
| Q | $2,345,208 |
| BETH ISRAEL LAHEY HEALTH INC | |
| P | $5,875,205 |
| BETH ISRAEL LAHEY HEALTH INC | |
| Q | $9,731,326 |
| BETH ISRAEL LAHEY HEALTH INC | |
| R | $9,928,990 |
| BETH ISRAEL LAHEY HEALTH INC | |
| S | $9,928,990 |
| BETH ISRAEL LAHEY HEALTH PHARMACY INC | |
| Q | $3,087,846 |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | |
| O | $1,292,437 |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | |
| Q | $14,173,335 |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | |
| O | $80,654 |
| JOSLIN CLINIC INC | |
| S | $13,180,288 |
| NEW ENGLAND BAPTIST HOSPITAL | |
| O | $177,527 |
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | |
| Q | $2,830,608 |
| BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC | |
| K | $218,835 |
| BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC | |
| O | $108,500 |