LAHEY CLINIC FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAHEY CLINIC FOUNDATION INC (EIN 04-2323457)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202322279349302442
- Schema version
- 2021v4.2
- 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 J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T13:14:36-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042323457 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAHE | BusinessNameControlTxt |
| Phone | 7817445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018050001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY RIOS | PersonNm |
| Person Title | TREASURER, BILH | PersonTitleTxt |
| Phone | 7817448924 | PhoneNum |
| Signature | 2023-08-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CINDY | PersonFirstNm |
| Person Last | RIOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENDALL SCHNURPEL | PreparerPersonNm |
| PTIN | P01478462 | PTIN |
| Phone | 3174648600 | PhoneNum |
| Preparation | 2023-08-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CINDY RIOS | PrincipalOfficerNm |
| Gross Receipts | $33,558,820 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LAHEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,106,039 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,919,204 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,523,915 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,639,616 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,026,010 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $37,603,944 | PYTotalRevenueAmt |
| CY Total Revenue | $33,558,820 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | -$165,945 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,070,284 | PYOtherExpensesAmt |
| CY Other Expenses | $838,772 | CYOtherExpensesAmt |
| PY Total Expenses | $1,070,284 | PYTotalExpensesAmt |
| CY Total Expenses | $672,827 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $36,533,660 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $32,885,993 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $924,716,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $914,887,443 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $556,963,218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $517,188,034 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $367,753,345 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $397,699,409 | 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 |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN WOLFSON AVP TAXATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817448924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BILH SCHRAFFTS CITY CTR 4TH FL 529 | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | |||||||||
| TTEE(EX-OFF)&CEO(EX-OFF),LCF,LC,LCH | 1.00 | 64.00 | Yes (X) | Yes (X) | $0 | $5,034,628 | $296,171 | ||
| LONGWORTH MD DAVID | |||||||||
| TTEE (EX-OFF), PRES LC, LCH, LCF | 1.00 | 64.00 | Yes (X) | Yes (X) | $0 | $1,453,154 | $36,329 | ||
| MOURTZINOS MD ARTHUR P | |||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 56.00 | Yes (X) | $0 | $714,768 | $48,049 | |||
| VILLANUEVA MD ANDREW G | |||||||||
| TRUSTEE, CHIEF QUALITY OFFICER | 20.00 | 40.00 | Yes (X) | $0 | $679,576 | $62,617 | |||
| D'AGOSTINO MD RICHARD S | |||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 56.00 | Yes (X) | $0 | $655,274 | $85,005 | |||
| HUNTER MD ALICE A | |||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 56.00 | Yes (X) | $0 | $551,761 | $62,195 | |||
| WINGER MD CHRISTINE | |||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 56.00 | Yes (X) | $0 | $522,935 | $62,571 | |||
| SORCINI MD ANDREA P | |||||||||
| TTEE (EX-OFFICIO); MSA PRES/PHY | 1.00 | 56.00 | Yes (X) | $0 | $520,959 | $32,882 | |||
| SRINIVASAN MD JAYASHRI | |||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 56.00 | Yes (X) | $0 | $420,342 | $59,810 | |||
| AQUINO MD PATRICK | |||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 56.00 | Yes (X) | $0 | $394,733 | $56,020 | |||
| CRAWFORD MD BETSEY | |||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 56.00 | Yes (X) | $0 | $238,143 | $34,529 | |||
| LANG DAVID | |||||||||
| TRUSTEE, CHAIR | 10.00 | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER PAUL | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BAILEY PHD ERIC M | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CRANDALL ROGER | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CRUZ MELISSA | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDMONDS JANE C | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| IRVING JAMES | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MATIAS JUANA | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MCARDLE JOAN | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NORDBLOM PETER C | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PODUSKA WILLIAM J | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REID PONTE PATRICIA | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REYNOLDS MARY | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBINS SHANNON | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCHMERGEL GREG | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KERNDL JOHN | |||||||||
| TREASURER (EX-OFFICIO),BILH EVP & CFO | 1.00 | 64.00 | Yes (X) | $0 | $1,365,000 | $26,877 | |||
| KATZ ESQ JAMIE | |||||||||
| CLERK (EX-OFFICIO),BILH GEN COUNSEL | 1.00 | 64.00 | Yes (X) | $0 | $1,255,848 | $22,043 | |||
| BENNETT KEVIN | |||||||||
| TREASURER (EX-OFF), CFO, INTERIM COO | 1.00 | 59.00 | Yes (X) | $0 | $549,294 | $59,783 | |||
| TIMKO ESQ APRIL | |||||||||
| ASSISTANT CLERK | 1.00 | 54.00 | Yes (X) | $0 | $160,210 | $27,057 | |||
| CONNELLY CPA MBA MICHAEL | |||||||||
| INTRM CFO,ASST TREAS (AS OF 5/15/22) | 20.00 | 40.00 | Yes (X) | $0 | $386,563 | $31,530 | |||
| ANTONIADES EFSTATHIOS | |||||||||
| COO | 20.00 | 40.00 | $0 | $686,147 | $55,516 | Yes (X) | |||
| LIESCHING MD TIMOTHY | |||||||||
| SVP, CHIEF MEDICAL OFFICER | 18.00 | 37.00 | $0 | $656,870 | $77,830 | Yes (X) | |||
| CANTRELL PAUL | |||||||||
| VP FACILITIES OPERATION | 1.00 | 55.00 | $0 | $329,853 | $57,009 | Yes (X) | |||
| FISCHER STEVEN P | |||||||||
| FRMR EX-OFF TREAS; FRMR BILH EVP&CFO | 0.00 | 0.00 | $0 | $974,820 | $47,235 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $17,550,878 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,241,058 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| COLUMBIA CONSTRUCTION COMPANY | |||||
| 100 RIVERPARK DRIVE | NORTH READING | MA | 01864 | CONSTRUCTION SERVICES | $4,805,280 |
| BOND BROTHERS INC | |||||
| 10 CABOT RD SUITE 300 | MEDFORD | MA | 02155 | CONSTRUCTION SERVICES | $4,427,641 |
| PELUSO CONSTRUCTION INC | |||||
| 81 BECHAN RD | OAKHAM | MA | 01068 | CONSTRUCTION SERVICES | $2,635,611 |
| STUEVE CONTRACTING COMPANY INC | |||||
| 92 ABORN STREET | PEABODY | MA | 019605659 | CONSTRUCTION SERVICES | $850,660 |
| SEAMAN DICARLO GENERAL CONTRACTORS INC | |||||
| 65 SOUTH STREET SUITE 102 | HOPKINTON | MA | 01748 | CONSTRUCTION SERVICES | $760,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,919,204 | AllOtherContributionsAmt |
| Total Contributions | $5,919,204 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,081,827 | TotalRevenueColumnAmt |
| Exclusion | $8,081,827 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,546,045 | SecuritiesAmt |
| Other | $11,744 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,546,045 | SecuritiesAmt |
| Other | $11,744 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,557,789 | TotalRevenueColumnAmt |
| Exclusion | $19,557,789 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,558,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,639,616 | ExclusionAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$165,945 | TotalAmt |
| Management And General | -$165,945 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,217 | TotalAmt |
| Management And General | $831,217 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58 | TotalAmt |
| Management And General | $58 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Total | $7,497 | TotalAmt |
| Management And General | $7,497 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,827 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $672,827 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,830,886 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,471,726 | BOYAmt |
| EOY | $7,031,986 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,825 | BOYAmt |
| EOY | $607,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,451,287,230 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $994,511,395 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,144,832 | BOYAmt |
| EOY | $456,775,835 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,016,479 | BOYAmt |
| EOY | $189,995,275 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,762,561 | BOYAmt |
| EOY | $142,135,739 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,833,254 | BOYAmt |
| EOY | $118,340,858 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $924,716,563 | BOYAmt |
| EOY | $914,887,443 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,741,398 | BOYAmt |
| EOY | $66,433,519 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,784,736 | BOYAmt |
| EOY | $275,603,955 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,437,084 | BOYAmt |
| EOY | $175,150,560 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,963,218 | BOYAmt |
| EOY | $517,188,034 | 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 | $223,611,817 | BOYAmt |
| EOY | $268,764,221 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,141,528 | BOYAmt |
| EOY | $128,935,188 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,753,345 | BOYAmt |
| EOY | $397,699,409 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $924,716,563 | BOYAmt |
| EOY | $914,887,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $32,885,993 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$75,751,182 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $72,811,253 | OtherChangesInNetAssetsAmt |
| 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $5,573,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,047,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,763,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,082,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,919,204 | CurrentTaxYearAmt |
| Total | $26,385,458 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,573,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,047,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,763,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,082,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,919,204 | CurrentTaxYearAmt |
| Total | $26,385,458 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $26,385,458 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,230,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,613,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,777,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,122,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,081,827 | CurrentTaxYearAmt |
| Total | $38,826,649 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,185,478 | CurrentTaxYearMinus3YearsAmt |
| Total | $2,186,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $67,398,541 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $26,385,458 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $377,779,040 | BeginningYearBalanceAmt |
| Contributions | $2,537,013 | ContributionsAmt |
| Investment Earnings Or Losses | -$49,227,844 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,477,157 | OtherExpendituresAmt |
| Administrative Expenses | $434,349 | AdministrativeExpensesAmt |
| End Year Balance | $332,131,017 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $349,527,526 | BeginningYearBalanceAmt |
| Contributions | $514,033 | ContributionsAmt |
| Investment Earnings Or Losses | $54,023,221 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,674,149 | OtherExpendituresAmt |
| Administrative Expenses | $611,591 | AdministrativeExpensesAmt |
| End Year Balance | $377,779,040 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $338,640,682 | BeginningYearBalanceAmt |
| Contributions | $255,330 | ContributionsAmt |
| Investment Earnings Or Losses | $24,027,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,844,770 | OtherExpendituresAmt |
| Administrative Expenses | $551,684 | AdministrativeExpensesAmt |
| End Year Balance | $349,527,526 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $331,002,245 | BeginningYearBalanceAmt |
| Contributions | $1,048,608 | ContributionsAmt |
| Investment Earnings Or Losses | $15,258,175 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,169,812 | OtherExpendituresAmt |
| Administrative Expenses | $498,534 | AdministrativeExpensesAmt |
| End Year Balance | $338,640,682 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $288,583,006 | BeginningYearBalanceAmt |
| Contributions | $2,093,360 | ContributionsAmt |
| Investment Earnings Or Losses | $7,402,168 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$33,266,688 | OtherExpendituresAmt |
| Administrative Expenses | $342,977 | AdministrativeExpensesAmt |
| End Year Balance | $331,002,245 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.77000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $15,393,209 | OtherCostOrOtherBasisAmt |
| Book Value | $15,393,209 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $589,556,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $313,868,792 | DepreciationAmt |
| Book Value | $275,687,255 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,400,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,761,207 | DepreciationAmt |
| Book Value | $11,638,879 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $807,202,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $655,169,042 | DepreciationAmt |
| Book Value | $152,032,987 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,735,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,712,354 | DepreciationAmt |
| Book Value | $2,023,505 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $456,775,835 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $142,135,739 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $142,135,739 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL AND LEAD TRUSTS | $30,702,094 |
| ASSETS HELD UNDER SPLIT INTEREST AGREEMENTS | $5,325,974 |
| INTERCOMPANY RECEIVABLES | $82,282,949 |
| OTHER RECEIVABLES | $29,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $118,340,858 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION AND POST RETIREMENT BENEFITS | $167,645,273 |
| INTERCOMPANY PAYABLES | $751,101 |
| SPLIT INTEREST LIABILITY | $3,116,872 |
| ACCRUED POSTRETIREMENT BENEFITS | $2,461,644 |
| CONDITIONAL ASSET RETIREMENT OBLIGATIONS | $1,175,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $175,150,560 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,825,322,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$75,751,182 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,874,805,322 | OtherRevenueAmt |
| Revenue Not Reported | $6,799,054,140 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,267,860 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,290,960 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,290,960 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,558,820 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,267,359,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,266,686,173 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,266,686,173 | ExpensesNotReportedAmt |
| Expenses Subtotal | $672,827 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $672,827 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | NET EARNINGS GENERATED BY THE ENDOWMENT ARE USED TO SUPPORT THE MISSION OF LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER ("LHMC"). THE MISSION IS TO PROVIDE THE HIGHEST QUALITY OF PATIENT CARE TO THE COMMUNITIES LHMC SERVES. LHMC'S MISSION INCLUDES THE MEDICALLY EDUCATION OF ITS PATIENT POPULATION AND TO EDUCATE ITS HEALTH CARE PROVIDERS. LHMC'S MISSION ALSO INCLUDES PARTICIPATION IN RESEARCH STUDIES TO MEDICALLY BENEFIT OUR PATIENTS. THE EARNINGS ARE ALSO USED TO FINANCE STATE-OF-THE-ART MEDICAL EQUIPMENT AND TECHNOLOGY. |
| 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. 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 IN 2022 AND 2021, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CUSTODIAN FEES -779,379. CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,875,584,701. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED CONTRIBUTIONS 3,514,719. RESTRICTED REVENUE 3,776,241. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL/ FUNDRAISING/ INVESTMENT EXPENSE RECLASS 779,379. CONSOLIDATED AFFILIATES NET ELIMINATIONS 7,265,906,794. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $17,465,919 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,465,919 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,465,919 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | 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 | ||||||||||||||
| TTEE(EX-OFF)&CEO(EX-OFF),LCF,LC,LCH | $0 | $1,866,181 | $0 | $2,590,331 | $0 | $578,116 | $0 | $256,516 | $0 | $39,655 | $0 | $5,330,799 | $0 | $0 |
| LONGWORTH MD DAVID | ||||||||||||||
| TTEE (EX-OFF), PRES LC, LCH, LCF | $0 | $843,986 | $0 | $451,869 | $0 | $157,299 | $0 | $11,400 | $0 | $24,929 | $0 | $1,489,483 | $0 | $0 |
| KERNDL JOHN | ||||||||||||||
| TREASURER (EX-OFFICIO),BILH EVP & CF | $0 | $813,559 | $0 | $491,357 | $0 | $60,084 | $0 | $0 | $0 | $26,877 | $0 | $1,391,877 | $0 | $0 |
| KATZ ESQ JAMIE | ||||||||||||||
| CLERK (EX-OFFICIO),BILH GEN COUNSEL | $0 | $744,211 | $0 | $386,130 | $0 | $125,507 | $0 | $12,825 | $0 | $9,218 | $0 | $1,277,891 | $0 | $0 |
| FISCHER STEVEN P | ||||||||||||||
| FRMR EX-OFF TREAS; FRMR BILH EVP&CFO | $0 | $359,497 | $0 | $337,500 | $0 | $277,823 | $0 | $34,320 | $0 | $12,915 | $0 | $1,022,055 | $0 | $0 |
| MOURTZINOS MD ARTHUR P | ||||||||||||||
| TRUSTEE, PHYSICIAN | $0 | $703,003 | $0 | $0 | $0 | $11,765 | $0 | $23,733 | $0 | $24,316 | $0 | $762,817 | $0 | $0 |
| VILLANUEVA MD ANDREW G | ||||||||||||||
| TRUSTEE, CHIEF QUALITY OFFICER | $0 | $387,705 | $0 | $65,919 | $0 | $225,952 | $0 | $30,906 | $0 | $31,711 | $0 | $742,193 | $0 | $0 |
| ANTONIADES EFSTATHIOS | ||||||||||||||
| COO | $0 | $529,265 | $0 | $104,239 | $0 | $52,643 | $0 | $20,146 | $0 | $35,370 | $0 | $741,663 | $0 | $0 |
| D'AGOSTINO MD RICHARD S | ||||||||||||||
| TRUSTEE, PHYSICIAN | $0 | $623,497 | $0 | $0 | $0 | $31,777 | $0 | $28,755 | $0 | $56,250 | $0 | $740,279 | $0 | $0 |
| LIESCHING MD TIMOTHY | ||||||||||||||
| SVP, CHIEF MEDICAL OFFICER | $0 | $523,273 | $0 | $100,268 | $0 | $33,329 | $0 | $27,319 | $0 | $50,511 | $0 | $734,700 | $0 | $0 |
| HUNTER MD ALICE A | ||||||||||||||
| TRUSTEE, PHYSICIAN | $0 | $509,339 | $0 | $0 | $0 | $42,422 | $0 | $30,906 | $0 | $31,289 | $0 | $613,956 | $0 | $0 |
| BENNETT KEVIN | ||||||||||||||
| TREASURER (EX-OFF), CFO, INTERIM COO | $0 | $386,550 | $0 | $70,570 | $0 | $92,174 | $0 | $27,384 | $0 | $32,399 | $0 | $609,077 | $0 | $0 |
| WINGER MD CHRISTINE | ||||||||||||||
| TRUSTEE, PHYSICIAN | $0 | $392,292 | $0 | $44,914 | $0 | $85,729 | $0 | $30,906 | $0 | $31,665 | $0 | $585,506 | $0 | $0 |
| SORCINI MD ANDREA P | ||||||||||||||
| TTEE (EX-OFFICIO); MSA PRES/PHY | $0 | $475,995 | $0 | $0 | $0 | $44,964 | $0 | $30,906 | $0 | $1,976 | $0 | $553,841 | $0 | $0 |
| SRINIVASAN MD JAYASHRI | ||||||||||||||
| TRUSTEE, PHYSICIAN | $0 | $409,474 | $0 | $0 | $0 | $10,868 | $0 | $30,784 | $0 | $29,026 | $0 | $480,152 | $0 | $0 |
| AQUINO MD PATRICK | ||||||||||||||
| TRUSTEE, PHYSICIAN | $0 | $394,415 | $0 | $0 | $0 | $318 | $0 | $19,997 | $0 | $36,023 | $0 | $450,753 | $0 | $0 |
| CONNELLY CPA MBA MICHAEL | ||||||||||||||
| INTRM CFO,ASST TREAS (AS OF 5/15/22) | $0 | $288,441 | $0 | $96,860 | $0 | $1,262 | $0 | $0 | $0 | $31,530 | $0 | $418,093 | $0 | $0 |
| CANTRELL PAUL | ||||||||||||||
| VP FACILITIES OPERATION | $0 | $233,971 | $0 | $42,489 | $0 | $53,393 | $0 | $27,142 | $0 | $29,867 | $0 | $386,862 | $0 | $0 |
| CRAWFORD MD BETSEY | ||||||||||||||
| TRUSTEE, PHYSICIAN | $0 | $237,204 | $0 | $0 | $0 | $939 | $0 | $30,648 | $0 | $3,881 | $0 | $272,672 | $0 | $0 |
| TIMKO ESQ APRIL | ||||||||||||||
| ASSISTANT CLERK | $0 | $159,569 | $0 | $500 | $0 | $141 | $0 | $10,906 | $0 | $16,151 | $0 | $187,267 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 7, NON-FIXED PAYMENTS | SCHEDULE J PART I LINE 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN LAHEY CLINIC, INC.'S (LCI) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022 IS CALENDAR YEAR 2021 DETAIL. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J PART I LINE 4B NON-QUALIFIED PLANS DURING THE 2021 CALENDAR YEAR, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM WHICH IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN AND PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS AND RELATED TO THIS PLAN 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. IN ADDITION, DURING THE 2021 CALENDAR YEAR, SEVERAL ENTITIES WITHIN THE LAHEY HEALTH SYSTEM WERE PARTICIPATING EMPLOYERS IN THE LAHEY CLINIC 457(F) NON-QUALIFIED DEFINED CONTRIBUTION PLAN AND THE LAHEY CLINIC 457(B) RETIREMENT SAVINGS PLAN. PURSUANT TO THESE PLANS, ELIGIBLE EMPLOYEES RECEIVED CERTAIN RETIREMENT BENEFITS AND/OR COULD DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. AMOUNTS DEFERRED BY PARTICIPANTS OR CONTRIBUTIONS RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS 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. SCHEDULE J, PART I, LINE 7, NON-FIXED PAYMENTS DURING THE 2021 CALENDAR YEAR, THE FILING ORGANIZATION MAINTAINS 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 BY THE COMPENSATION COMMITTEE WHICH WAS FULLY STAFFED BY INDEPENDENT MEMBERS. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: 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 AND WAS PAID FOR POSITIONS HELD DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2022. AS REQUIRED BY FORM 990, COMPENSATION REPORTED FOR THIS FISCAL YEAR IS CALENDAR YEAR 2021 COMPENSATION. COMPENSATION REPORTED FOR INDIVIDUALS MAY REFLECT AN ALLOCATION OF COMPENSATION PAID BY ENTITIES RELATED TO THE FILING ORGANIZATION AND WITHIN THE BETH ISRAEL LAHEY HEALTH NETWORK OR OTHER ENTITIES, AS REQUIRED. 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 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: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS 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 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE 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 COMPLETE TITLES AND ADDITIONAL EXPLANATORY INFORMATION FOR OFFICERS, DIRECTOR/TRUSTEES, KEY EMPLOYEES AND THE ENTITIES FIVE HIGHEST PAID EMPLOYEES OTHER THAN ODTKH ARE LISTED BELOW ALPHABETICALLY: ALEXANDER, PAUL TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. MR. ALEXANDER'S TERM ON THE LAHEY CLINIC FOUNDATION, INC.'S BOARD BEGAN ON OCTOBER 1, 2021. |
| ANTONIADES, EFSTATHIOS | ANTONIADES, EFSTATHIOS CHIEF OPERATION OFFICER - LAHEY CLINIC FOUNDATION, INC. CHIEF OPERATING OFFICER - LAHEY CLINIC HOSPITAL, INC. CHIEF OPERATING OFFICER - LAHEY CLINIC, INC. TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. TRUSTEE - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC TRUSTEE - LAHEY CLINICAL PERFORMANCE NETWORK, LLC AQUINO, M.D., PATRICK TRUSTEE - LAHEY CLINIC FOUNDATION, INC. BAILEY P.H.D., ERIC M. TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. BENNETT, KEVIN ASSISTANT TREASURER (EX-OFFICIO) AND CHIEF FINANCIAL OFFICER - LAHEY CLINIC FOUNDATION, INC. ASSISTANT TREASURER (EX-OFFICIO) AND CHIEF FINANCIAL OFFICER - LAHEY CLINIC HOSPITAL, INC. ASSISTANT TREASURER (EX-OFFICIO) AND CHIEF FINANCIAL OFFICER - LAHEY CLINIC, INC. CHIEF FINANCIAL OFFICER - BETH ISRAEL LAHEY HEALTH PRIMARY CARE CANTRELL, PAUL VICE PRESIDENT OF FACILITIES OPERATIONS LAHEY CLINIC FOUNDATION, INC. VICE PRESIDENT OF FACILITIES OPERATIONS LAHEY CLINIC HOSPITAL, INC. VICE PRESIDENT OF FACILITIES OPERATIONS LAHEY CLINIC, INC. CRANDALL, ROGER TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. TRUSTEE - ADDISON GILBERT SOCIETY, INC. CRAWFORD M.D., BETSEY TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. INTERNAL MEDICINE PHYSICIAN - LAHEY CLINIC, INC. CRUZ, MELISSA TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. D'AGOSTINO M.D., RICHARD S. TRUSTEE AND PHYSICIAN - LAHEY CLINIC FOUNDATION, INC. TRUSTEE AND PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. TRUSTEE AND PHYSICIAN - LAHEY CLINIC, INC. CARDIO THORACIC SURGEON - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. D'AGOSTINO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF 26,509. EDMONDS, JANE C. TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. HUNTER M.D., ALICE A TRUSTEE AND PHYSICIAN - LAHEY CLINIC FOUNDATION, INC. TRUSTEE AND PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. TRUSTEE AND PHYSICIAN - LAHEY CLINIC, INC. ORTHOPEDIC AND HAND SURGERY - LAHEY CLINIC INC. OTHER REPORTABLE COMPENSATION FOR DR. GRANT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $38,662. IRVING, JAMES TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. |
| KATZ, J.D., JAMIE | KATZ, J.D., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2022: 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 - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC 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) AND 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. TRUSTEE (EX-OFFICIO) 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. CLERK (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC CLERK (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE NETWORK, LLC 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 AND CLERK (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL CLERK - JOSLIN CLINIC, INC. O COMMENCED POSITION AS CLERK ON NOVEMBER 1, 2021 CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. O COMMENCED POSITION AS CLERK ON NOVEMBER 1, 2021 CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. O COMMENCED POSITION AS CLERK (EX-OFFICIO) ON MARCH 18, 2022 |
| MR. KATZ SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER | MR. KATZ SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2021 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 $99,848. KERNDL, JOHN UNLESS OTHERWISE NOTED BELOW, MR. KERNDL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2022: EXECUTIVE VICE PRESIDENT AND 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 ASSISTANT TREASURER (EX-OFFICIO) MOUNT AUBURN PROFESSIONAL SERVICES (TERM OCTOBER 20, 2021 MARCH 17, 2022) TREASURER (EX-OFFICIO) MOUNT AUBURN PROFESSIONAL SERVICES (TERM BEGAN MARCH 18, 2022) 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 TRUSTEE (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 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. O COMMENCED POSITION AS TREASURER (EX-OFFICIO) ON NOVEMBER 1, 2021 TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. O COMMENCED POSITION AS TREASURER (EX-OFFICIO) ON NOVEMBER 1, 2021 |
| ALTHOUGH MR. KERNDL SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED | ALTHOUGH MR. KERNDL SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2021 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. KERNDL INCLUDES $ 48,375 RELATED TO RELOCATION AND TEMPORARY HOUSING WHEN MR. KERNDL RELOCATED TO MASSACHUSETTS RELATED TO THE POSITIONS NOTED ABOVE. LANG, DAVID TRUSTEE AND CHAIR - LAHEY CLINIC FOUNDATION, INC. TRUSTEE AND CHAIR - LAHEY CLINIC HOSPITAL, INC. TRUSTEE AND CHAIR - LAHEY CLINIC, INC. LIESCHING, M.D., TIMOTHY CHIEF MEDICAL OFFICER - LAHEY CLINIC, INC. SVP, CHIEF MEDICAL OFFICER- LAHEY CLINIC FOUNDATION, INC. CHIEF MEDICAL OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE - BETH ISRAEL LAHEY HEALTH OTHER REPORTABLE COMPENSATION FOR DR. LIESCHING INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $393. OTHER REPORTABLE COMPENSATION INCLUDES PTO CASH BUYOUT IN THE AMOUNT OF $30,564. LONGWORTH, M.D., DAVID DR. LONGWORTH HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. CHAIR BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK, PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE (EX OFFICIO), PRESIDENT LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER AND LAHEY CLINIC FOUNDATION; BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TRUSTEE (EX-OFFICIO), PRESIDENT (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP DIRECTOR - WINCHESTER PHYSICIAN ASSOCIATES, INC MANAGING DIRECTOR, CO-CHAIR - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC AS REQUIRED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2021 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR DR. LONGWORTH INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $128,150. |
| MATIAS, JUANA | MATIAS, JUANA TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. MS. MATIAS' TERM ON THE LAHEY CLINIC FOUNDATION, INC.'S BOARD BEGAN ON OCTOBER 1, 2022. MCARDLE, JOAN TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. MOSENTHAL, M.D., ANNE CHIEF ACADEMIC OFFICER - LAHEY CLINIC FOUNDATION, INC. CHIEF ACADEMIC OFFICER - LAHEY CLINIC HOSPITAL, INC. MOURTZINOS M.D., ARTHUR P. TRUSTEE AND PHYSICIAN - LAHEY CLINIC FOUNDATION, INC TRUSTEE AND PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. TRUSTEE AND PHYSICIAN - LAHEY CLINIC, INC. UROLOGIST - LAHEY CLINIC, INC. NORDBLOM, PETER C. TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. PARRILLO, JULIA VICE PRESIDENT DEVELOPMENT - LAHEY CLINIC FOUNDATION, INC. PODUSKA, WILLIAM J. TRUSTEE - LAHEY CLINIC FOUNDATION, INC. TRUSTEE - LAHEY CLINIC HOSPITAL, INC. TRUSTEE - LAHEY CLINIC, INC. MR. REESE'S TERM ON THE LAHEY CLINIC FOUNDATION, INC.'S BOARD ENDED ON SEPTEMBER 30, 2022. REID PONTE, PATRICIA TRUSTEE LAHEY CLINIC FOUNDATION, INC. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. REYNOLDS, MARY TRUSTEE LAHEY CLINIC FOUNDATION, INC.. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. MS. REYNOLD'S TERM ON THE LAHEY CLINIC FOUNDATION, INC.'S BOARD BEGAN ON OCTOBER 1, 20202021. RIOS, CINDY TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC.. ROBINS, SHANNON TREASURER LAHEY CLINIC FOUNDATION, INC.. SCHMERGEL, GREG TRUSTEE LAHEY CLINIC FOUNDATION, INC. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. SORCINI, M.D., ANDREA P. TRUSTEE (EX-OFFICIO) AND MSA PRESIDENT/PHYSICIAN LAHEY CLINIC FOUNDATION, INC. TRUSTEE (EX-OFFICIO) AND MSA PRESIDENT/PHYSICIAN LAHEY CLINIC HOSPITAL, INC. TRUSTEE (EX-OFFICIO) AND MSA PRESIDENT/PHYSICIAN LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION FOR DR. SORCINI INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $43,103. |
| SPACKMAN, J.D., DAVID G. | SPACKMAN, J.D., DAVID G. FORMER SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK LAHEY HEALTH SYSTEM, INC. MR. SPACKMAN RETIRED AS LAHEY HEALTH SYSTEM, INC.'S SENIOR VICE PRESIDENT GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK ON MARCH 4, 2019. PRIOR TO THAT DATE, AND IN THE ROLE NOTED ABOVE, MR. SPACKMAN'S POSITIONS, INCLUDED SERVING AS, AMONG OTHERS, TRUSTEE, SECRETARY AND GENERAL COUNSEL OF LAHEY HEALTH SHARED SERVICES, INC., CLERK AND GENERAL COUNSEL OF LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK OF NORTHEAST HOSPITAL CORPORATION AND WINCHESTER HOSPITAL. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS FOR THE CALENDAR YEAR 2021. AS NOTED ABOVE, MR. SPACKMAN RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH BETH ISRAEL LAHEY HEALTH AND PREVIOUSLY WITH THE LAHEY HEALTH SYSTEM EFFECTIVE MARCH 4, 2019. AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH CONTINUED INTO CALENDAR YEAR 2020. AS ALSO NOTED ABOVE AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS RETURN IS FOR THE CALENDAR YEAR 2020. AND, AS SUCH, OTHER REPORTABLE COMPENSATION INCLUDES SEVERANCE OF $219,958 IN THIS FILING. SRINIVASAN M.D., JAYASHRI TRUSTEE LAHEY CLINIC FOUNDATION, INC.. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. NEUROLOGIST LAHEY CLINIC, INC. TABB, M.D., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2022: PRESIDENT, CHIEF EXECUTIVE OFFICER, AND TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. (BILH) DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO)- LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) -- LAHEY CLINIC, INC. TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT (EX-OFFICIO), AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) LAHEY HEALTH SHARED SERVICES, INC. DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. O SERVED AS DIRECTOR AND PRESIDENT THROUGH DECEMBER 31, 2020. TERM FOR CHIEF EXECUTIVE OFFICER BEGAN AS OF JANUARY 1, 2021. TRUSTEE (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT (EX-OFFICIO) NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT NORTHEAST PROFESSIONAL REGISTRY OF NURSES O TRUSTEE (EX-OFFICIO) AND PRESIDENT THROUGH DECEMBER 18, 2020 TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT, (EX-OFFICIO) NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE, PRESIDENT (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. CHIEF EXECUTIVE OFFICER WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) WINCHESTER HOSPITAL FOUNDATION, INC. CHIEF EXECUTIVE OFFICER WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO), CHIEF EXECUTIVE OFFICER LAHEY CLINIC FOUNDATION, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND CHIEF EXECUTIVE OFFICER CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND CHIEF EXECUTIVE OFFICER HEALTH & EDUCATION HOUSING SERVICES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON CHIEF EXECUTIVE OFFICER BID-MILTON PHYSICIAN ASSOCIATES CHIEF EXECUTIVE OFFICER COMMUNITY PHYSICIANS ASSOCIATES CHIEF EXECUTIVE OFFICER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CHIEF EXECUTIVE OFFICER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH 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 ANNA JAQUES HOSPITAL CHIEF EXECUTIVE OFFICER SEACOAST AFFILIATED GROUP PRACTICE PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL |
| IN ADDITION TO THE POSITIONS NOTED ABOVE, DR. TABB HELD THE FOLLOWING POSIT | 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) MOUNT AUBURN HOSPITAL TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) ANNA JAQUES HOSPITAL, INC. ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2021 COMPENSATION. INCENTIVE COMPENSATION FOR DR. TABB INCLUDES $250,000 WHICH WAS PREVIOUSLY REPORTED AS DEFERRED 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 $546,890. OF THIS AMOUNT, $62.475 IS UNVESTED AS OF SEPTEMBER 30, 2022. DEFERRED COMPENSATION IN THE AMOUNT OF $250,000 INCLUDED IN THIS FILING FOR DR. TABB RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2020, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THEY ARE INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $546,890. OF THIS AMOUNT, $62,475 IS UNVESTED. TIMKO, ESQ., APRIL ASSISTANT CLERK (ASSOCIATE GENERAL COUNSEL - BILH) LAHEY CLINIC FOUNDATION, INC. VILLANUEVA M.D., ANDREW G. TRUSTEE AND CHIEF QUALITY OFFICER LAHEY CLINIC FOUNDATION, INC. TRUSTEE AND CHIEF QUALITY OFFICER LAHEY CLINIC HOSPITAL, INC. TRUSTEE AND CHIEF QUALITY OFFICER LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION FOR DR. VILLANUEVA INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $99,344. WINGER M.D., CHRISTINE TRUSTEE AND PHYSICIAN LAHEY CLINIC FOUNDATION, INC. TRUSTEE AND PHYSICIAN LAHEY CLINIC HOSPITAL, INC. TRUSTEE AND PHYSICIAN LAHEY CLINIC, INC. INTERNAL MEDICINE PHYSICIAN LAHEY CLINIC INC. OTHER REPORTABLE COMPENSATION FOR DR. WINGER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $71,473. |
| FISCHER, STEVEN | FISCHER, STEVEN EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. MR. FISCHER RETIRED FROM HIS POSITION HELD AT BILH AS WELL AS THE POSITIONS DESCRIBED BELOW ON APRIL 2, 2021. UNLESS NOTED BELOW, MR. FISCHER HELD EACH POSITION THROUGH HIS DATE OF RETIREMENT. TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TREASURER (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITALMILTON TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITALNEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITALPLYMOUTH TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) BID-MILTON PHYSICIAN ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION TREASURER (EX-OFFICIO) MOUNT AUBURN HOSPITAL TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE AND TREASURER (EX-OFFICIO) JORDAN PHYSICIAN ASSOCIATES TRUSTEE AND TREASURER (EX-OFFICIO) THE JORDAN HEALTH SYSTEMS, INC. TREASURER (EX-OFFICIO) ANNA JAQUES HOSPITAL TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE AND TREASURER (EX-OFFICIO) LAHEY HEALTH SHARED SERVICES, INC. ASSISTANT TREASURER BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) NORTHEAST HEALTH SYSTEM, INC. TRUSTEE AND TREASURER (EX-OFFICIO) NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE AND TREASURER (EX-OFFICIO) SEACOAST NURSING & REHABILITATION CENTER, INC. TREASURER (EX-OFFICIO) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) WINCHESTER HOSPITAL FOUNDATION, INC. TREASURER (EX-OFFICIO) WINCHESTER HEALTHCARE MANAGEMENT, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER MANAGING DIRECTOR AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC TREASURER (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND TREASURER CAB HEALTH & RECOVERY SERVICES, INC. TREASURER CAREGROUP PARMENTER HOME CARE AND HOSPICE, INC. TRUSTEE AND TREASURER HEALTH & EDUCATION HOUSING SERVICES, INC. COMPENSATION REPORTED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022 IS CALENDAR YEAR 2021 COMPENSATION. ALTHOUGH MR. FISCHER RETIRED PRIOR TO THE BEGINNING OF THE FISCAL PERIOD COVERED BY THIS FILING, HE PROVIDED SERVICES IN THE CAPACITIES NOTED ABOVE DURING CALENDAR YEAR 2021 AND PRIOR TO HIS RETIREMENT. COMPENSATION REPORTED HERE RELATES TO THOSE SERVICES. 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. FISCHER INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $ 122,431. |
| O'CONNOR, TIMOTHY | O'CONNOR, TIMOTHY FORMER FINANCE INTEGRATION LEAD, BETH ISRAEL LAHEY HEALTH MR. O'CONNOR RETIRED FROM HIS POSITION AS BILH FINANCE INTEGRATION LEAD EFFECTIVE DECEMBER 31, 2019 AND HAD SERVED IN THIS POSITION BEGINNING ON MARCH 1, 2019. PRIOR TO MARCH 1, 2019, MR. O'CONNOR SERVED AS THE EXECUTIVE VICE PRESIDENT, TREASURER AND CHIEF FINANCIAL OFFICER OF LAHEY HEALTH SYSTEM, INC. (LHSI) WHICH INCLUDED POSITIONS SERVING AS THE CHIEF FINANCIAL OFFICER, TREASURER AND TRUSTEE (EX-OFFICIO) FOR THE LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION, LAHEY HEALTH SHARED SERVICES (LHSS) AND MORE THAN FIFTEEN OTHER ENTITIES WHICH MADE UP THE LAHEY HEALTH SYSTEM OF AFFILIATES. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR MR. O'CONNOR IS CALENDAR YEAR 2021 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AS NOTED ABOVE, MR. O'CONNOR RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH BETH ISRAEL LAHEY HEALTH AND PREVIOUSLY WITH THE LAHEY HEALTH SYSTEM (LHSI) EFFECTIVE DECEMBER 31, 2019. AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH BEGAN IN JANUARY 2020. OTHER REPORTABLE COMPENSATION FOR MR. O'CONNOR INCLUDES $350,000 OF SEVERANCE |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2019K | ||||||||
| A | 043431814 | 57584YTK5 | 2019-07-31 | $211,922,775 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2018J-1 J-2 | ||||||||
| B | 043431814 | 57584YJW0 | 2018-06-13 | $479,594,374 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2016I | ||||||||
| C | 043431814 | 57584XMT5 | 2016-05-12 | $257,611,877 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES F | ||||||||
| D | 042323457 | NONEXXXXX | 2015-10-21 | $262,828,878 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $20,980,000 | $211,922,775 | $2,931,137 | $208,991,638 | 2019 | 0 | 0 | Yes (1) | Yes (1) | |||
| B | $10,816,000 | $504,358,641 | $4,594,374 | 0 | 0 | 0 | Yes (1) | $499,764,263 | $4 | |||
| C | $45,550,000 | $257,618,370 | $2,515,889 | $236,095,988 | 2016 | 0 | Yes (1) | Yes (1) | Yes (1) | $19,006,493 | ||
| D | $28,000,000 | $262,953,908 | $3,129,474 | $160,202,232 | 2021 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $94,764,737 | $4,857,465 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A, ENTITY 1: | PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW A, COLUMN F: THE ISSUE REFUNDED ISSUES DATED 06/09/2008, 11/30/2005, 6/16/2003, AND 6/4/1998. |
| BOND B, ENTITY 1: | PART I, ROW B, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $24,764,267 OF INVESTMENT EARNINGS. |
| BOND C, ENTITY 1: | PART I, ROW C, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN C, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021. |
| BOND D, ENTITY 1: | PART I, ROW D, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $123,904 OF INVESTMENT EARNINGS. |
| BOND A, ENTITY 2: | PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/03/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART II, COLUMN A, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $1,360,617 OF INVESTMENT EARNINGS. PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019. |
| BOND B, ENTITY 2: | PART I, ROW B, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART IV, ROW 2C, COLUMN A: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009. |
| PART III, LINE 9 AND PART IV, LINE 7: | THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS FORMED IN JUNE 2020. THE MAJORITY OF BILH OBLIGATED GROUP MEMBERS HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH NOT EVERY MEMBER OF THE BILH OBLIGATED GROUP HAS FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURES, THOSE THAT HAVE NOT NEVERTHELESS FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. |
| PART IV, COLUMN D, LINE 2C: | ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2015 H-1 | ||||||||
| A | 043431814 | 57584XDH1 | 2015-09-02 | $203,702,204 | SEE PART VI | 0 | 0 | 0 |
| MHEFA - WINCHESTER SERIES F | ||||||||
| B | 042456011 | 57586CDD4 | 2004-07-08 | $30,340,000 | SERIAL BOND SERIES F - ADV REFUND | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $58,285,000 | $203,702,204 | $2,348,479 | $201,353,725 | 2015 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $7,165,000 | $30,340,000 | $412,448 | $29,927,552 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00100 | 0.00000 | 0.00100 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| MORGAN STANLEY | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 20.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule 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 | $1,858,564 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (24 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1: | THE LAHEY CLINIC FOUNDATION, INC. (LCF) SERVES AS THE SOLE MEMBER AND SUPPORTS THE LAHEY CLINIC (LC) AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC), ENABLING LHMC AND LC TO PROVIDE SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES FOR EVERY PATIENT. AS ONE OF THE WORLD'S PREMIER HEALTH CARE ORGANIZATIONS, LAHEY HOSPITAL & MEDICAL CENTER AIMS TO EXCEED EACH PATIENT'S HIGH EXPECTATIONS FOR SERVICE AND TO ADVANCE MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS. LAHEY CLINIC FOUNDATION, WORKING WITH LC AND LHMC, IS COMMITTED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF COMMUNITY RESIDENTS BY SUPPORTING LOCAL ORGANIZATIONS ALIGNED WITH THIS MISSION. LCF, LHMC AND LC ARE ALL PART OF BETH ISRAEL LAHEY HEALTH (BILH). BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM 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 4,000 PHYSICIANS AND 35,000 EMPLOYEES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER AND THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN). THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL &MEDICAL CENTER (LHMC). THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. |
| PART III, LINE 4A: | AS PREVIOUSLY NOTED AND IN FURTHERANCE OF ITS EXEMPT PURPOSES, LAHEY CLINIC FOUNDATION, INC., (LCF) IS THE SOLE CORPORATE MEMBER OF LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) AND LAHEY CLINIC, INC. (LC). LCF HOLDS CAPITAL ASSETS, INVESTMENTS, AND DEBT TO PROVIDE ASSISTANCE TO LHMC AND LC FOR THE PROVISION OF PATIENT HEALTH CARE SERVICES, INCLUDING CHARITY CARE, PATIENT EDUCATION, COMMUNITY BENEFITS AND COMMUNITY SERVICE PROGRAMS, CONTINUING EDUCATION OF HEALTH CARE PROVIDERS, AS WELL AS HEALTH CARE RESEARCH ACTIVITIES. IN ADDITION TO THE PROGRAM SERVICE ACCOMPLISHMENTS NOTED ABOVE, THE BILH NETWORK HAD SIGNIFICANT ACTIVITIES ACROSS ENTITIES RELATED TO BOTH BEHAVIORAL HEALTH AND OTHER HEALTHCARE INITIATIVES. DETAILS ON BOTH ARE BELOW. 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 FOR PERSONS WITH OPIOID USE DISORDERS; AND SCHOOL-BASED AND HOME-BASED COUNSELING FOR YOUTH AND THEIR FAMILIES. SINCE THE CREATION OF BILH IN MARCH 2019, BILH HAS INVESTED SIGNIFICANTLY IN IMPROVING ACCESS TO BEHAVIORAL HEALTH CARE THROUGH A SYSTEM-WIDE APPROACH TO CARE DELIVERY. FIRST, IT 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. BY THE END OF FY 2021, BILH HAD IMPLEMENTED THE IMPACT MODEL IN 67% OF ITS EMPLOYED PRIMARY CARE PRACTICES AS PART OF ITS COLLABORATIVE CARE PROGRAM IMPLEMENTATION. IN 2021, BILHBS EXPANDED ITS PRIMARY CARE BEHAVIORAL HEALTH INTEGRATION (PCBHI) SERVICES BY INCORPORATING A DSRIP PILOT PROJECT AIMED AT INTERPROFESSIONAL PSYCHIATRIC CONSULTS. THE PCBHI INTERPROFESSIONAL CONSULTATION INCLUDES AN ASSESSMENT AND MANAGEMENT SERVICE IN WHICH A PATIENT'S PRIMARY CARE PROVIDER (PCP) REQUESTS THE OPINION AND/OR TREATMENT ADVICE OF A PSYCHIATRIC CONSULTANT TO ASSIST IN THE DIAGNOSIS AND/OR MANAGEMENT OF THE PATIENT'S BEHAVIORAL HEALTH CONDITION WITHOUT THE NEED FOR THE PATIENT'S FACE-TO-FACE CONTACT WITH THE CONSULTANT. INTERPROFESSIONAL CONSULTATION ENABLES A COMPREHENSIVE ASSESSMENT, ENHANCES PATIENT CARE, REDUCES MISDIAGNOSIS, AND SUPPORTS THE INTEGRATION OF DISCIPLINES IN THE DELIVERY OF CARE. THE PCBHI INTERPROFESSIONAL PSYCHIATRIC CONSULTANTS PROVIDE PCPS WITH ANOTHER AVENUE FOR INTEGRATED CARE. THE IMPLEMENTATION OF PCBHI INTERPROFESSIONAL SERVICES WILL BE OFFERED IN PRACTICES WHERE COLLABORATIVE CARE IS NOT CURRENTLY AVAILABLE. ADDITIONALLY, IN 2021, BILHBS CONTINUED TO OVERSEE THE BILH-WIDE CENTRALIZED BEHAVIORAL HEALTH (BH) BED MANAGEMENT, WHICH SUPPORTS INPATIENT BEHAVIORAL HEALTH BED CAPACITY AND IMPROVING ACCESS TO THESE BEDS, WITH THE PARALLEL GOAL OF REDUCING BOARDING BY BEHAVIORAL HEALTH PATIENTS IN THE EMERGENCY DEPARTMENTS ("EDS"). AS PART OF THE CENTRALIZED BH BED MANAGEMENT, BILH STAFF ENGAGE IN A DAILY HUDDLE WITH REPRESENTATIVES FROM BILH HOSPITALS' EDS AND BEHAVIORAL HEALTH UNITS TO DISCUSS PATIENTS APPROPRIATE FOR TRANSFER TO THE UNIT. THE DAILY HUDDLES HAVE BECOME A FORUM FOR WHICH PARTICIPANTS DISCUSS BEHAVIORAL HEALTH PATIENT VOLUME AND BED CAPACITY ACROSS THE SYSTEM, AS WELL AS DISCHARGE PLANNING AND PLACEMENT OPPORTUNITIES FOR DIFFICULT-TO-PLACE PATIENTS. SEPARATELY, IN MARCH 2021, BILHBS LAUNCHED ITS CENTRALIZED BED FINDING TEAM. THIS TEAM IS PART OF OUR CENTRAL CALL CENTER, WHICH CENTRALIZES CALLS TO BILHBS' THREE EMERGENCY SERVICE PROGRAM (ESP) CATCHMENT AREAS REDUCING REDUNDANCIES ACROSS THE AGENCY AND STREAMLINING ALL CALLS TO ONE CENTRAL SERVICE. THIS CENTRALIZED BED FINDING TEAM IS RESPONSIBLE FOR CONDUCTING BED SEARCHES FOR PATIENTS SEEN THROUGH THE ESP AND WHO ARE AWAITING AN INPATIENT PSYCHIATRIC PLACEMENT. THIS TEAM DIRECTLY INCREASES THE AVAILABILITY OF CLINICIANS TO CONTINUE TO SEE PATIENTS IN THE 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. 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. BILHBS ALSO CONTINUES TO IMPROVE ACCESS THROUGH THE URGENT PSYCHOPHARMACOLOGY SERVICES IN BILH'S LOWELL EMERGENCY SERVICES PROGRAM. THIS CLINIC PROVIDES URGENT ACCESS FOR PATIENTS REQUIRING A CHANGE TO THEIR MEDICATIONS. THIS SERVICE IS OFFERED 20 HOURS PER WEEK AND INCLUDES UNINSURED, MEDICAID, AND MEDICARE POPULATIONS, AS WELL AS ANY PERSON IN NEED OF THE SERVICE REGARDLESS OF THE PAYER SOURCE. BILH'S COMMUNITY CRISIS STABILIZATION ("CCS") UNITS IN LAWRENCE AND SALEM, WHICH TYPICALLY CARE FOR PATIENTS WITH MENTAL HEALTH ISSUES, INCREASED THEIR ABILITY TO TREAT PERSONS WITH CO-OCCURRING SUBSTANCE USE DISORDERS. THE CCS UNITS CONTINUE TO BE ABLE TO INDUCT PATIENTS WITH OPIOID USE DISORDER (OUD) ON BUPRENORPHINE AND ARE ALSO ABLE TO MAINTAIN PATIENTS WHO ARE ALREADY ON ANY OF THE THREE FDA APPROVED MEDICATIONS FOR THE TREATMENT OF OUD. THESE UNITS ARE SEEING AN INCREASE IN THE NUMBER OF PATIENTS WITH METHAMPHETAMINE DISORDERS AND HAVE DEVELOPED A PROTOCOL TO MANAGE WITHDRAWAL SYMPTOMS IN THIS POPULATION. BILHBS CONTINUES TO MAINTAIN AND ENHANCE ITS TELEHEALTH PLATFORM AND CLINICAL DELIVERY THROUGH THE USE OF DIGITAL APPLICATIONS ACROSS ALL OF ITS AMBULATORY PROGRAMS. SPECIAL EMPHASIS WAS PLACED ON SPANISH-LANGUAGE ACCESS TO LAWRENCE-BASED PROGRAMS TO ENSURE PATIENTS IN THIS REGION ACCESS LINGUISTICALLY-APPROPRIATE CARE. IN 2021, BILHBS IDENTIFIED IMPROVEMENT OF THE PATIENT EXPERIENCE AS A KEY STRATEGIC PRIORITY. TO THAT END, ALL PROGRAM DIRECTORS ARE EVALUATED AGAINST THIS GOAL AND ARE REQUIRED TO COMPLETE TWO PLAN-DO-STUDY-ACT (PDSA) CYCLES ANNUALLY. PDSA IS A WELL-ESTABLISHED PROCESS IMPROVEMENT FRAMEWORK USED IN HEALTHCARE. PROGRAM DIRECTORS REVIEW PATIENT FEEDBACK TO DEVELOP PILOT INTERVENTIONS, ANALYZE THE RESULTS, AND THEN MAKE ADJUSTMENTS TO THE INTERVENTION. EXAMPLES OF OUTCOMES ACHIEVED THROUGH THE PDSA APPROACH INCLUDE ENHANCING THE PATIENT ENGAGEMENT MODEL FOR THE BEHAVIORAL HEALTH COMMUNITY PARTNERS (BHCP) PROGRAM; IMPROVING PATIENT EXPERIENCES AND ENGAGEMENT IN THE USE OF TELEHEALTH PLATFORMS IN BILHBS' LAWRENCE OUTPATIENT SITE, IMPROVING THE ADMISSION PROCESS IN THE BILHBS GLOUCESTER OPIOID TREATMENT CENTER, REDUCING ADMINISTRATIVE DISCHARGES BY IMPLEMENTING A HARM REDUCTION MODEL, AND IMPROVING EXTERNAL REFERRAL EXPERIENCE AT THE BILHBS HAVERHILL OUTPATIENT AND CHILDREN'S BEHAVIORAL HEALTH INITIATIVES (CBHI) PROGRAMS. |
| FORM 990 PART III, LINE 4A: | OUTPATIENT SERVICES LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) OPERATES TWO CAMPUSES, ONE IN BURLINGTON AND A SECOND IN PEABODY. LHMC BURLINGTON, IS A TERTIARY CARE FACILITY AND ACADEMIC MEDICAL CENTER. LHMC, PEABODY, IS A FULL-SERVICE, COMMUNITY-BASED HOSPITAL AND MEDICAL CENTER. LHMC RECOGNIZES THE INCREASING DEMAND FOR EFFICIENT, HIGH-QUALITY, RESPONSIVE HEALTH CARE SERVICES IN THE COMMUNITY. LHMC PROUDLY ADDRESSES THIS NEED BY PROVIDING TOP-QUALITY, SUPERIOR PATIENT CARE THROUGH A WIDE RANGE OF OUTPATIENT SERVICES, INCLUDING ONCOLOGY, RADIOLOGY, PULMONOLOGY, CARDIOLOGY AND UROLOGY AS WELL AS REHABILITATION AND RECOVERY SERVICES. AT BOTH FACILITIES, HEALTH CARE PROVIDERS AND OTHER CLINICAL STAFF WORK TOGETHER IN A COORDINATED, MULTIDISCIPLINARY APPROACH TO PROVIDE PATIENTS WITH INTEGRATED, COMPREHENSIVE CARE AND THE MOST ADVANCED TREATMENTS TO ACHIEVE THE BEST POSSIBLE OUTCOMES. HOSPITAL ACTIVITIES ARE SUPPORTED BY A VARIETY OF DIAGNOSTIC SERVICES. PROGRAMS AVAILABLE IN DIAGNOSTIC RADIOLOGY INCLUDE MAGNETIC RESONANCE IMAGING (MRI), MAGNETIC RESONANCE ANGIOGRAPHY, FUNCTIONAL MAGNETIC RESONANCE IMAGING, COMPUTERIZED AXIAL TOMOGRAPHY (CAT) AND COMPUTERIZED TOMOGRAPHY ANGIOGRAPHY AND POSITRON EMISSION TOMOGRAPHY (PET-CT), IN ADDITION TO A NUCLEAR MEDICINE PROGRAM. THE HOSPITAL'S BURLINGTON LOCATION ALSO HAS A DEDICATED INTERVENTIONAL NEURORADIOLOGY SERVICE. OVER 80,000 PATIENTS ARE TREATED ANNUALLY ACROSS THESE DIAGNOSTIC SERVICES. RADIATION ONCOLOGY PROVIDES COMPREHENSIVE TREATMENT FOR PATIENTS WITH CANCER THROUGH THE USE OF THREE LINEAR ACCELERATORS AND SOPHISTICATED COMPUTER EQUIPMENT FOR TREATMENT PLANNING, WHICH INCLUDES CAT SIMULATORS. THE BURLINGTON CAMPUS ALSO OFFERS A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES, INCLUDING A CARDIAC CATHETERIZATION LABORATORY AND TWO ELECTROPHYSIOLOGY LABORATORIES. OTHER SERVICES INCLUDE A FULLY ACCREDITED MAMMOGRAPHY SERVICE, MAGNETIC RESONANCE MAMMOGRAPHY AND ULTRASOUND SERVICES UTILIZED BY A RANGE OF MEDICAL AND SURGICAL SUBSPECIALTIES. DURING THE PERIOD COVERED BY THIS FILING, LHMC IN BURLINGTON PERFORMED APPROXIMATELY 5,400 OUTPATIENT SURGICAL CASES WHILE THE PEABODY FACILITY PERFORMED 5,200 OUTPATIENT SURGERIES. THESE CASE COUNTS WERE LOWER THAN USUAL BY APPROXIMATELY 30% AS DURING THE PERIOD COVERED BY THIS FILING BOTH FACILITIES WERE IMPACTED BY COVID, AND ELECTIVE SERVICES WERE SHUT DOWN FOR PERIODS OF TIME. COMBINED, THE FACILITIES PROVIDED CARE TO 1.1 MILLION OUTPATIENTS DURING THE PERIOD COVERED BY THE FILING. DURING THE COVID PANDEMIC SURGE FROM MARCH 2020 TO JULY 2020, OVER 40% OF OUTPATIENT OFFICE VISITS WERE CONDUCTED OVER A TELE-MEDICINE PLATFORM. |
| FORM 990, PART III, LINE 4B: | INPATIENT SERVICES LHMC'S BURLINGTON CAMPUS PROVIDES HIGH QUALITY INPATIENT CARE IN THE AREAS OF GENERAL MEDICINE, CRITICAL CARE AND SURGERY. THE BURLINGTON CAMPUS HAS 335 LICENSED BEDS, INCLUDING 283 MEDICAL/SURGICAL BEDS, 44 INTENSIVE CARE BEDS, AND 8 CORONARY CARE BEDS. MEDICAL/SURGICAL PATIENT ACCOMMODATIONS ARE ALL SINGLE-BED ROOMS LOCATED IN NINE INPATIENT UNITS. CRITICALLY ILL PATIENTS ARE CARED FOR EITHER IN THE MEDICAL INTENSIVE CARE UNIT, THE CARDIAC INTENSIVE CARE UNIT OR THE SURGICAL INTENSIVE CARE UNIT. IN ADDITION, THE PEABODY FACILITY HAS 10 INPATIENT LICENSED MEDICAL/SURGICAL BEDS. DURING COVID, ADDITIONAL INPATIENT SURGE SPACE WAS CREATED TO ALLOW FOR INPATIENT CENSUS HIGHER THAN THE 345 LICENSED BEDS OVER THE TWO CAMPUSES. COMBINED THE TWO CAMPUSES CARED FOR OVER 21,000 INPATIENTS WHOSE TOTAL LENGTH OF STAY WAS 116,000 PATIENT DAYS. THERE ARE 22 OPERATING SUITES ON THE BURLINGTON CAMPUS AND THE PEABODY CAMPUS HAS FIVE OPERATING SUITES. THE SURGICAL STAFF SPECIALIZES IN AREAS SUCH AS LIVER AND KIDNEY TRANSPLANTS, MAJOR SURGERY OF THE DIGESTIVE ORGANS, CARDIAC AND PULMONARY SYSTEMS, TOTAL JOINT REPLACEMENTS, COLON AND RECTAL SURGERY, MINIMALLY INVASIVE SURGICAL TECHNIQUES INCLUDING ROBOTIC SURGERY, AND UROLOGIC, NEUROSURGICAL AND LASER PROCEDURES, AMONG OTHERS.. DURING THE PERIOD COVERED BY THIS FILING THE 27 COMBINED OPERATING ROOMS PERFORMED NEARLY 17,000 INPATIENT AND AMBULATORY SURGERIES. THE LIVER TRANSPLANTATION TEAM AT LHMC BURLINGTON WAS THE FIRST IN NEW ENGLAND TO PERFORM ADULT LIVING-DONOR TRANSPLANT PROCEDURES. TODAY, SURGEONS USE ADVANCED TECHNOLOGY TO PERFORM MINIMALLY INVASIVE SURGERY TO REDUCE RECOVERY TIME FOR TRANSPLANT AND OTHER PROCEDURES. LHMC BURLINGTON ALSO HAS ONE OF THE LARGEST CARDIOVASCULAR TREATMENT CENTERS IN THE REGION, PROVIDING EXPERTISE IN ADVANCED CARDIOLOGY SERVICES SUCH AS ANGIOPLASTY AND ELECTROPHYSIOLOGY. LHMC'S CEREBROVASCULAR DISEASE CENTER IS ALSO AMONG THE MOST ADVANCED IN THE REGION FOR THE TREATMENT OF STROKES AND BRAIN ANEURYSMS. |
| FORM 990, PART III, LINE 4C: | EMERGENCY SERVICES LHMC INCLUDES 24-HOUR EMERGENCY DEPARTMENTS IN BOTH BURLINGTON AND PEABODY. THE CARE TEAM INCLUDES FULL-TIME, BOARD-CERTIFIED EMERGENCY PHYSICIANS AND NURSES WITH EXTENSIVE TRAINING IN EMERGENCY MEDICINE. AS A TEACHING HOSPITAL, LHMC ALSO TRAINS FUTURE LEADERS IN EMERGENCY MEDICINE TO DELIVER THE BEST POSSIBLE CARE TO PATIENTS. LHMC IN BURLINGTON IS THE ONLY LEVEL I TRAUMA CENTER NORTH OF BOSTON, WITH SPECIALLY TRAINED CLINICIANS AND FACILITIES READY TO PROVIDE TIME-SENSITIVE, CRITICAL CARE FOR HUNDREDS OF THOUSANDS OF PEOPLE IN OUR REGION. LHMC HAS A STATE-OF-THE-ART EMERGENCY DEPARTMENT IN BURLINGTON, OFFERING ADVANCED EMERGENCY CARE IN A FACILITY BUILT SPECIFICALLY TO MEET THE NEEDS OF THE COMMUNITIES SERVED BY THE HOSPITAL. THE RELATIVELY NEW EXPANDED FACILITY IS THE RESULT OF EXTENSIVE RESEARCH AND PLANNING AND FEATURES 36 PRIVATE PATIENT ROOMS, AN ADVANCED IMAGING SUITE FOR CT SCANS AND X-RAYS, FOUR TRAUMA BAYS, AND THREE PRIVATE EXAM ROOMS FOR PATIENTS IN NEED OF BEHAVIORAL HEALTH SERVICES AS WELL AS ENHANCED INFECTION AND DECONTAMINATION AREAS AND A FAST TRACK TRIAGE AREA THAT PROVIDES IMPROVED ACCESS TO CARE AND LESS TIME SPENT IN THE WAITING ROOM. IN ADDITION, THE HOSPITAL'S PEABODY LOCATION ALSO INCLUDES AN EMERGENCY DEPARTMENT. THE FACILITY IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, AND IS STAFFED BY SPECIALTY-TRAINED EMERGENCY MEDICINE PERSONNEL. FOR THE PERIOD COVERED BY THIS FILING, LHMC SAW MORE THAN 59,000 EMERGENCY ROOM VISITS. |
| FORM 990, PART III, LINE 4D: | LHMC IS A TEACHING HOSPITAL OF THE TUFTS UNIVERSITY SCHOOL OF MEDICINE AND SPONSORS AND PARTICIPATES IN RESIDENCY PROGRAMS FOR MORE THAN 15 MEDICAL SPECIALTIES. AS A RESEARCH CENTER, LHMC IS INVOLVED IN MORE THAN MORE THAN 200 CLINICAL TRIAL PROTOCOLS AND PARTICIPATES IN NUMEROUS NATIONAL AND INTERNATIONAL STUDIES. ADDITIONAL DETAIL ON THE EDUCATIONAL AND RESEARCH MISSIONS OF LHMC IS INCLUDED IN THE NARRATIVE SUPPORT TO THIS FORM 990 SCHEDULE H. THROUGH THE HOSPITAL'S COMMUNITY BENEFITS PROGRAM, THE ORGANIZATION CONTRIBUTES SIGNIFICANTLY TO THE SURROUNDING AREAS TO IMPROVE COMMUNITY HEALTH AND ACCESS TO HEALTH CARE. THIS INCLUDES DEVELOPING AND FUNDING INNOVATIVE COMMUNITY-BASED PROGRAMS DESIGNED TO IMPROVE COMMUNITY HEALTH AND WELL-BEING. ADDITIONAL DETAIL IS INCLUDED IN THIS FORM 990 SCHEDULE H. BILH'S COVID-19 RESPONSE IN FY 2020: BETH ISRAEL LAHEY HEALTH ("BILH") QUICKLY AND EFFECTIVELY MARSHALLED ITS RESOURCES TO MOUNT A COMPREHENSIVE RESPONSE TO THE COVID-19 PANDEMIC. SINCE THE START OF THE PANDEMIC (THROUGH JUNE OF 2021), BILH HAS TREATED OVER 8,500 HOSPITALIZED PATIENTS WITH COVID-19 AND PERFORMED MORE THAN 700,000 COVID-19 DIAGNOSTIC TESTS. HIGHLIGHTS OF THE SYSTEM'S PANDEMIC RESPONSE IN FY 2020 INCLUDE: BILH QUICKLY ESTABLISHED AN EMERGENCY OPERATIONS CENTER ("EOC") TO ALIGN SYSTEM EFFORTS ACROSS ITS HOSPITALS AND OTHER BUSINESS UNITS AND WITH EXTERNAL ENTITIES, INCLUDING THE STATE GOVERNMENT. THE EOC HELD REGULAR MEETINGS WITH INCIDENT COMMANDERS, EMERGENCY MANAGERS, AND SENIOR LEADERS FROM BILH HOSPITALS, PRIMARY CARE, AND OTHER SYSTEM ENTITIES TO COORDINATE PLANS, POLICIES, AND COMMUNICATIONS. IT PARTICIPATED IN WEEKLY CONFERENCE OF BOSTON TEACHING HOSPITALS ("COBTH") CALLS AND MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH COMMAND CENTER CALLS. A KEY ROLE OF THE EOC INVOLVED MANAGING THE FLOW OF INTERNAL AND EXTERNAL INFORMATION TO ENSURE SITUATIONAL AWARENESS AND ALIGNMENT OF RESPONSES TO THE PANDEMIC. FINALLY, THE EOC WORKED WITH INTERNAL AND EXTERNAL PARTNERS TO CENTRALIZE COVID-19 RELATED DATA COLLECTION AND REPORTING FOR THE SYSTEM, COMMONWEALTH, AND FEDERAL GOVERNMENT. IN MARCH 2020, BETH ISRAEL DEACONESS MEDICAL CENTER ("BIDMC") BECAME ONE OF THE FIRST HOSPITAL LABORATORIES IN THE STATE TO BEGIN IN-HOUSE HIGH-THROUGHPUT POLYMERASE CHAIN REACTION ("PCR") COVID-19 TESTING FOR PATIENTS AND HEALTHCARE WORKERS. BIDMC'S LABORATORY PROVIDED THIS TEST TO BILH HOSPITALS AND OTHER COMMUNITY PARTNERS, SUCH AS HEALTH CENTERS AND CORRECTIONS FACILITIES, AT A TIME OF CRITICAL SUPPLY SHORTAGE. THROUGHOUT THE PANDEMIC, BILH WORKED TOWARD ADDITIONAL IN-HOUSE TESTING CAPABILITIES, INCLUDING HIGH-THROUGHPUT THERMO FISHER INSTRUMENTS AT LAHEY HOSPITAL & MEDICAL CENTER ("LHMC"). THE SYSTEM OPERATIONALIZED MULTIPLE DRIVE-THROUGH COVID-19 TESTING SITES TO ENABLE EASY ACCESS FOR PATIENTS AND STAFF. IN THE SUMMER OF 2020, TO EXPAND HOSPITAL AND CLINIC-BASED COVID-19 TESTING SITES, BILH OPENED AN ADDITIONAL HIGH-CAPACITY DRIVE-THROUGH TESTING SITE IN WOBURN. TO ENSURE CONTINUED ACCESS TO CARE FOR ITS PATIENTS, BILH PRIMARY CARE RAPIDLY DEPLOYED A TELEHEALTH STRATEGY, QUICKLY TRANSITIONED TO COHORT CLINICS TO CARE FOR SICK PATIENTS, AND SUCCESSFULLY MANAGED A PHASED REOPENING BY JULY 2020. BILH ESTABLISHED A TEMPORARY COMMUNITY CRISIS STABILIZATION UNIT AT NEW ENGLAND BAPTIST HOSPITAL TO MANAGE BEHAVIORAL HEALTH PATIENT VOLUME DURING THE PANDEMIC. BILH ESTABLISHED A DAILY HUDDLE CONSISTING OF BILH ED AND BEHAVIORAL HEALTH LEADERS TO DETERMINE APPROPRIATE PATIENT TRANSFERS TO THE UNIT. BILH'S VIRTUAL TRANSFER CENTER WAS FORMED IN SEPTEMBER 2019 TO OPTIMIZE SYSTEM-WIDE BED CAPACITY USING REAL-TIME INFORMATION EXCHANGE AMONG THE THREE EXISTING TRANSFER CENTERS AT BIDMC, LHMC AND MOUNT AUBURN HOSPITAL ("MAH"). THE TRANSFER TEAM PERSONNEL AT THESE CENTERS WORK TOGETHER AS A SINGLE "VIRTUAL" CENTER TO ACCOMMODATE INCOMING TRANSFER REQUESTS BY MAKING ALL BEDS AVAILABLE IN THE SYSTEM BASED ON FACILITY CAPACITY AND LEVEL OF CARE REQUIRED. THE TRANSFER CENTER ENHANCED PATIENT QUALITY, SAFETY, AND ACCESS BY LOAD BALANCING COVID PATIENTS ACROSS ALL OF ITS HOSPITALS SO THAT THESE PATIENTS RECEIVED TIMELY ACCESS TO THE TYPE OF BED AND LEVEL OF CARE NEEDED. BILH COLLABORATED WITH EXTERNAL ENTITIES TO STAND UP A 1,000-BED FIELD HOSPITAL, THE BOSTON HOPE HOSPITAL, AND OPEN AND STAFF A COVID HOTEL FOR UNDERSERVED COMMUNITIES. BILH LAUNCHED A WEBSITE TITLED THE CORONAVIRUS RESOURCE CENTER TO PROVIDE ITS PATIENT COMMUNITY WITH UP-TO-DATE INFORMATION REGARDING THE SYSTEM'S RESPONSE TO THE PANDEMIC, AVAILABLE RESOURCES SUCH AS TESTING SITES, AND INNOVATION EFFORTS UNDERWAY THROUGHOUT BILH (E.G., VAPORIZED HYDROGEN PEROXIDE STERILIZATION FOR N95 RESPIRATORS). BILH LAUNCHED AN INTERNAL WEBSITE WITH RESOURCES FOR ITS STAFF AS WELL. BILH CREATED SYSTEM-WIDE GUIDELINES FOR INFECTION PREVENTION ACROSS MANY DOMAINS, INCLUDING PATIENT AND VISITOR SCREENING AND THE RECONFIGURATION OF AMBULATORY CLINIC SPACES TO ALLOW FOR RECOMMENDED PHYSICAL DISTANCING. BILH'S HUMAN RESOURCES TEAM DEVELOPED AND PROVIDED SYSTEM-WIDE PROGRAMS, POLICIES, AND TOOLS TO ENSURE ITS HOSPITALS WERE ABLE TO SUPPORT THE PHYSICAL AND EMOTIONAL WELL-BEING OF ITS STAFF WHILE DELIVERING SAFE, EFFECTIVE CARE TO ITS PATIENTS. EXAMPLES OF THESE RESOURCES INCLUDE AN ENHANCED SUPPLEMENTAL LEAVE POLICY; AN EASY-TO-USE, AUTOMATED EMPLOYEE COVID-19 SYMPTOM ATTESTATION TOOL; AN ONLINE, COGNITIVE BEHAVIORAL TREATMENT PROGRAM FOR MANAGING ANXIETY; AND TELECOMMUTING GUIDELINES. IN LATE MARCH 2020 BILH CREATED HOUSING FOR QUARANTINE OF STAFF EXPOSED TO COVID-19. HOUSING WAS SET UP AT A LOCAL UNIVERSITY AND HOTELS COVERING THE NETWORK'S SERVICE AREA. APPROXIMATELY 300 STAFF MEMBERS TOOK ADVANTAGE OF THE HOUSING FROM MARCH TO JULY 2020. IN ADDITION TO HOUSING, FOOD AND SUPPLY DELIVERY SERVICES WERE CREATED TO MINIMIZE PUBLIC CONTACT. BILH COLLABORATED REGULARLY WITH COMMUNITY HEALTH CENTER ("CHC") AFFILIATES ON COVID-RELATED CARE, TESTING, PERSONAL PROTECTIVE EQUIPMENT ("PPE"), AND PATIENT OUTREACH. BILH SHARED REAL-TIME ACCESS TO BILH COVID-19-RELATED OPERATIONAL POLICIES, PROCESSES, AND GUIDELINES IN ADDITION TO TRANSLATED PATIENT HANDOUTS, FLYERS, AND SOCIAL MEDIA GRAPHICS AROUND THE "STOP THE SPREAD" CAMPAIGN. AS HEALTH CENTERS WORKED TO ESTABLISH STABLE SUPPLY CHAINS OF PPE, BILH DONATED GLOVES, N95S, ISOLATION GOWNS, DISINFECTANT WIPES, EYE PROTECTION, HAND SANITIZER, AND SURGICAL MASKS. BILH DEPLOYED STAFF AT COMMUNITY TESTING SITES SUCH AS AT THE DIMOCK CENTER. CHC STAFF WERE INCLUDED IN THE AFOREMENTIONED BILH-FUNDED TEMPORARY HOUSING PROGRAM FOR STAFF. BILH ALSO SUPPORTED SAFETY NET AFFILIATE HOSPITALS WITH REAL-TIME BILH COVID-19 PROTOCOLS AND POLICIES, MED/SURG AND ICU BED LOAD-BALANCING EFFORTS, ICU STAFFING, AND PPE NEEDS. IN FY 2021, BILH CONTINUED TO PLAY A SIGNIFICANT ROLE IN THE COMMONWEALTH'S RESPONSE TO THIS UNPRECEDENTED PUBLIC HEALTH CRISIS, MOST NOTABLY THROUGH ITS PATIENT VACCINATION EFFORTS. BILH WILL PROVIDE DETAIL ON THESE EFFORTS IN ITS FY 2021 TAX RETURN FILING. |
| PART III | IN ADDITION, AS NOTED FURTHER BELOW, THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES ENGAGED IN SIGNIFICANT ACTIVITIES SUPPORTING BEHAVIORAL HEALTH IN THE PRIMARY CARE AND OTHER HEALTHCARE SETTINGS AS WELL AS OTHER HEALTHCARE INITIATIVES FOR THE COMMUNITIES SERVED. |
| FORM 990 PART IV LINE 11F: | EACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) 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 JUDGEMENT OCCURS. THE SYSTEM DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2021. |
| FORM 990, PART IV, LINE 12: | 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, 2020 THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (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, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. |
| FORM 990, PART IV, LINE 24A: STATEMENT REGARDING TAX EXEMPT BOND ISSUE | AS DESCRIBED IN THIS FORM 990, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF LAHEY CLINIC FOUNDATION, INC. DURING THIS SAME PERIOD, LAHEY CLINIC FOUNDATION, INC. WAS A MEMBER OF THE BILH OBLIGATED GROUP AND ITS TAX-EXEMPT BOND FINANCING WAS ISSUED THROUGH BILH OR THROUGH A PREVIOUS OBLIGATED GROUP WHICH IS NOW A PART OF THE BILH OBLIGATED GROUP. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE BILH OBLIGATED GROUP OUTSTANDING TAX EXEMPT DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002, ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON LAHEY CLINIC FOUNDATION, INC.'S BALANCE SHEET. |
| FORM 990, PART IV, LINE 24B: | AS REPORTED ON THE FORM 990 SCHEDULE K, THE LAHEY HEALTH SYSTEM INC. SERIES F BONDS WHICH WERE ISSUED IN 2015 ARE NOW PART OF THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP DEBT. THE BONDS WERE ISSUED IN 2015 AND AS OF SEPTEMBER 30, 2020 THERE WAS A BALANCE REMAINING IN THE CONSTRUCTION FUND. PROCEEDS IN THE CONSTRUCTION FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, AND WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. |
| FORM 990, PART V, LINE 7G: | LAHEY CLINIC FOUNDATION, 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: | LAHEY CLINIC FOUNDATION, 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. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES 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 4 | DURING THE PERIOD COVERED BY THIS FILING, LAHEY CLINIC FOUNDATION, AMENDED ITS BY-LAWS. AS REQUIRED BY THIS FORM 990, LAHEY CLINIC FOUNDATION, HAS SUMMARIZED THOSE CHANGES BELOW: THE GOAL OF THE BYLAW AMENDMENTS WAS TO PROVIDE CLARIFICATION AND TO ALIGN THE LANGUAGE WITH CURRENT/BEST GOVERNANCE PRACTICES. AS A REMINDER TO THE READER AND AS NOTED THROUGHOUT THIS FORM 990, BETH ISRAEL LAHEY HEALTH (BILH) SERVES AS THE SOLE MEMBER OF LAHEY CLINIC FOUNDATION. THE AMENDMENTS INCLUDE: 1. TECHNICAL CHANGES AMENDS PURPOSES OF THE CORPORATION TO INCORPORATE DEEPER ARTICULATION OF THE BILH SYSTEM'S CORE VALUES. CLARIFIES HOW THE BILH BOARD MAY FUNCTIONALLY TAKE ACTION IN ITS CAPACITY AS THE DIRECT SOLE CORPORATE MEMBER OF LAHEY CLINIC FOUNDATION. RESTRUCTURES THE BYLAWS OF LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC HOSPITAL, INC., AND LAHEY CLINIC, INC. ("LCI") TO BETTER REFLECT THAT THE THREE ENTITIES HAVE MIRROR BOARDS, COMMITTEES, AND OFFICERS. 2. CLARIFICATIONS REGARDING BOARD OF TRUSTEES AND COMMITTEES CLARIFIES THAT ANY TRUSTEES OR COMMITTEE MEMBERS WITH A TERM FEWER THAN OR MORE THAN THREE YEARS WILL BE CONSIDERED A FULL, THREE-YEAR TERM IF: (A) IT WAS TO ACHIEVE STAGGERING OR (B) DUE TO A TERM COMMENCING AT ANY TIME OTHER THAN OCTOBER 1 OF A GIVEN YEAR. CLARIFIES THAT TRUSTEES AND COMMITTEE MEMBERS APPOINTED TO FILL VACANCIES WILL SERVE THE REMAINDER OF THE THREE-YEAR TERM VACATED AND WILL BE ELIGIBLE FOR UP TO TWO CONSECUTIVE THREE-YEAR TERMS FOLLOWING THE END OF SUCH VACATED TERM. ALIGNS LAHEY CLINIC FOUNDATION'S BOARD'S ANNUAL MEETING WITH THE BILH BOARD'S ANNUAL MEETING IN SEPTEMBER. GIVES LAHEY CLINIC FOUNDATION'S BOARD FLEXIBILITY TO ESTABLISH THE OPTIONAL STANDING COMMITTEES LISTED IN THE BYLAWS WITHOUT BILH BOARD APPROVAL. CLARIFIES THAT AD HOC COMMITTEES MAY BE ESTABLISHED NOT ONLY BY A MAJORITY OF THE TRUSTEES, BUT ALSO BY THE BOARD CHAIR (OR A COMMITTEE CHAIR IN CONSULTATION WITH THE BOARD CHAIR), AND THAT THESE COMMITTEES ARE INTENDED TO BE ESTABLISHED FOR SPECIFIC TASKS ON A SHORT-TERM BASIS. CONFIRMS THAT LAHEY CLINIC FOUNDATION'S COMMUNITY BENEFITS COMMITTEE HAS BEEN DISBANDED AT LAHEY CLINIC FOUNDATION. THE COMMUNITY BENEFITS COMMITTEE WILL BE AT THE BILH BOARD LEVEL AND LAHEY CLINIC FOUNDATIONWILL HAVE A COMMUNITY BENEFITS ADVISORY COMMITTEE AS STATUTORILY REQUIRED BY THE COMMONWEALTH OF MASSACHUSETTS WHICH IS NOT A BOARD COMMITTEE. ADDS THE BOARD CHAIR AND PRESIDENT (OR THEIR RESPECTIVE DESIGNEES) EX OFFICIO TO ALL MANDATORY OR OPTIONAL STANDING COMMITTEES. CLARIFIES THAT THE CHAIRS OF THE FINANCE, QUALITY, AND GOVERNANCE/NOMINATING COMMITTEES WILL ACT AS THE PRINCIPAL LIAISON TO THE CORRESPONDING BILH COMMITTEE. GRANTS FLEXIBILITY TO THE GOVERNANCE/NOMINATING COMMITTEE TO OPERATE THROUGH ONE OR MORE SUBCOMMITTEES AND/OR GOVERNANCE/NOMINATING COMMITTEES. MAKES THE PHILANTHROPY COMMITTEE A MANDATORY RATHER THAN AN OPTIONAL STANDING COMMITTEE OF THE BOARD. PERMITS LAHEY CLINIC FOUNDATION'S BOARD TO DELEGATE THE APPROVAL/REMOVAL OF DEPARTMENT/DIVISIONAL CHAIRS TO THE MEDICAL APPOINTMENT COMMITTEE (TO THE EXTENT SUCH APPROVAL IS REQUIRED BY HOSPITAL'S MEDICAL STAFF BYLAWS). 3. CLARIFICATIONS REGARDING OFFICERS CREATES TWO EX OFFICIO OFFICER POSITIONS: (1) ASSISTANT TREASURER LAHEY CLINIC FOUNDATION'S CFO) AND (2) ASSISTANT CLERK (ATTORNEY ASSIGNED TO LAHEY CLINIC FOUNDATION BY BILH'S OFFICE OF GENERAL COUNSEL). LIMITS OFFICERS TO THOSE ENUMERATED IN THE BYLAWS (CHAIR, VICE-CHAIR(S), PRESIDENT, TREASURER, CLERK, ASSISTANT TREASURER, ASSISTANT CLERK). REQUIRES CHAIR AND VICE CHAIR TO BE INDEPENDENT TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 6 | EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF LAHEY CLINIC FOUNDATION, THE MEMBER OF LAHEY CLINIC, INC.. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER OF LAHEY CLINIC FOUNDATION, INC. HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN LAHEY CLINIC FOUNDATION, INC.'S 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. 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"). THE MEMBER MAY NOT CAUSE THE CORPORATION TO CEASE OPERATING A SEPARATELY LICENSED HOSPITAL FACILITY, OR CLOSE ANY ESSENTIAL SERVICE OF SUCH HOSPITAL FACILITY, WITHOUT CONSULTING WITH THE BOARD PRIOR TO TAKING SUCH ACTION. THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER CORPORATIONS; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER THESE BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) OF THE PRECEDING SENTENCE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. THE POWERS OF THE BOARD IN CLAUSE (C) AND (D) OF THE FIRST SENTENCE OF THIS PARAGRAPH SHALL BE INDEPENDENT OF THE MEMBER AND NOT SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF THE MEMBER'S BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF LAHEY CLINIC FOUNDATION, INC. THIS FORM 990 IS PREPARED IN CONJUNCTION WITH THE LAHEY CLINIC FOUNDATION, INC. STAFF. IN ADDITION, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND DEPARTMENTS WITHIN BILH, LCF AND OTHER AFFILIATES TO ENSURE THAT OTHER FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS MAY INCLUDE: FINANCIAL ASSISTANCE AND REIMBURSEMENT, COMPLIANCE, GRADUATE MEDICAL EDUCATION, LEGAL, COMMUNITY BENEFITS, GOVERNANCE, DEVELOPMENT, HUMAN RESOURCES AND PAYROLL, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. THE TAX RETURNS REVIEWED BY THE BILH EXECUTIVE DIRECTOR, TAXATION, LCF'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF LCF'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | LAHEY CLINIC FOUNDATION, 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 ENTITY LEVEL. PURSUANT TO THESE POLICIES, ALL OF LAHEY CLINIC FOUNDATION, INC.'S OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS 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 CONFLICT OF INTEREST AND TAX QUESTIONNAIRE 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 OF LAHEY CLINIC FOUNDATION, INC. IS PROVIDED TO THE LAHEY CLINIC FOUNDATION, INC.'S COMPLIANCE OFFICER 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 LAHEY CLINIC FOUNDATION, 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 CONFLICT OF INTEREST PROCESS OUTLINE ABOVE IS JOINTLY ISSUED BY THE BILH TAX DEPARTMENT, TO ENSURE THAT THE QUESTIONNAIRE IS DISTRIBUTED TO ALL CURRENT AND FORMER MEMBERS OF THE LAHEY CLINIC FOUNDATION, INC. BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR LAHEY CLINIC FOUNDATION, 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 C, LINE 19 | LAHEY CLINIC FOUNDATION, 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 VI, LINE 16: | LAHEY CLINIC FOUNDATION, INC. NEGOTIATES ARRANGEMENTS TO INCLUDE TERMS AND SAFEGUARDS TO ENSURE THAT THE ORGANIZATION'S EXEMPT STATUS IS PROTECTED. FROM A LEGAL PERSPECTIVE, IN-HOUSE LEGAL COUNSEL, WITH THE INPUT OF EXTERNAL LEGAL COUNSEL, REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. FROM A FINANCIAL PERSPECTIVE, THE FINANCE MANAGEMENT TEAM REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. BOTH REVIEWS TAKE PLACE BEFORE LAHEY CLINIC FOUNDATION, INC. ENTERS INTO ANY SUCH AGREEMENT. |
| FORM 990, PART VI, SECTNION B, LINE 15: | AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC FOUNDATION IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC FOUNDATION'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 EMPLOYEES AND SENIOR MANAGEMENT OF THE ENTITIES WHICH COMPRISED THE BETH ISRAEL LAHEY HEALTH NETWORK AND TO THAT END, BILH HAS A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES AND EXCEPT AS OTHERWISE NOTED BELOW, COMPENSATION REPORTED IN THIS FORM 990 FOR LAHEY CLINIC FOUNDATION'S OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. 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, 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 VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE 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. IN ADDITION, AS REQUIRED BY THIS FORM 990 AND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HEREIN IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO THE MARCH 1, 2019 LAHEY CLINIC FOUNDATION'S EMPLOYEES MAY HAVE RECEIVED COMPENSATION FROM ANOTHER ENTITY WITHIN THE LAHEY HEALTH SYSTEM NETWORK OF AFFILIATES. ON BEHALF OF ALL MEMBERS OF LAHEY HEALTH SYSTEM, INC. (LHS), LHS MAINTAINED A PROCESS WHICH CONTAINED THE SAME PROCEDURES AS NOTED ABOVE FOR BILH AND EACH OF THOSE INDEPENDENT COMPENSATION COMMITTEES MAINTAINED 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, AND THE COMPENSATION OF THE CHIEF EXECUTIVE FOR EACH ENTITY WAS SENT TO THE APPLICABLE BOARD FOR APPROVAL AFTER DELIBERATIONS BY THE ENTITY'S COMPENSATION COMMITTEE. |
| FORM 990, PART XI, LINE 9: | CHANGES IN FUNDED STATUS OF EMPLOYEE BENEFIT PLANS 78,292,557. NET ASSETS RELEASED FORM DONOR-RESTRICTIONS FOR THE PURCHASE OF PP&E 5,071,241. CHANGE IN VALUE OF PERPETUAL TRUSTS -3,013,039. CHANGES IN VALUE OF SPLIT INTEREST AGREEMENTS -3,989,485. SUPPORT RECEIVED LAHEY CLINIC, INC. -3,550,021. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON GILBERT SOCIETY INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 464371382 | PROFESSIONAL SERVICES & FINANCIAL SUPPORT | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| ANNA JAQUES HOSPITAL | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 042104338 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 320058309 | TO PROVIDE EMERGENCY MEDICAL SERVICES | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE | ||||||||||||||||
| 930 COMMONWEALTH AVE | BOSTON | MA | 02215 | 043521077 | SCIENTIFIC & MEDICAL RESEARCH | MA | 501(C)(3) | 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) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL COMMUNITY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(3) | 7 | 0 | N/A | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 364803234 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043079630 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 208253452 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043030397 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 873655583 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | ||||||||||||||||
| 110 FRANCIS ST | BOSTON | MA | 02215 | 020671240 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL MILTON INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 042103604 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC | ||||||||||||||||
| 148 CHESTNUT ST | NEEDHAM | MA | 02492 | 043229679 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 222667354 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP | ||||||||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02215 | 043200113 | OUTPATIENT AMBULATORY CENTER | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042794855 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DERMATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043117601 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH PHARMACY INC | ||||||||||||||||
| 80 WILSON WAY | WESTWOOD | MA | 02090 | 822526816 | TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 832671600 | MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES | MA | 501(C)(3) | 12C, III-FI | 0 | N/A | ||||||
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| BID-MILTON PHYSICIAN ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE ROAD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 7 | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| BIH PATHOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 222548374 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BIH RADIOLOGIC FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042571853 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| CAB HEALTH AND RECOVERY SERVICES INC | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042400270 | SUBSTANCE ABUSE | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| CPHCH INC DBA BILH AT HOME - WATERTOWN | ||||||||||||||||
| C/O NRPN 600 CUMMINGS CTR | BEVERLY | MA | 01915 | 473111453 | HOME CARE & HOSPICE | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| COMMUNITY PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 043243146 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 3 | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 043242952 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 222768204 | GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| HEALTH AND EDUCATION HOUSING SERVICES INC | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 223232914 | HUD HOUSING | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| JORDAN PHYSICIAN ASSOCIATES INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 043228556 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | Yes (1) | ||||||
| LAHEY CLINIC CANADIAN FOUNDATION | ||||||||||||||||
| FUNDRAISING ORG | 0 | N/A | 130 KING ST WEST | TORONTO | ONTARIO | CA | CA | |||||||||
| LAHEY CLINIC FOUNDATION INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 042323457 | FINANCIAL & OPERATIONAL SUPPORT TO LCI AND LCH | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LAHEY CLINIC HOSPITAL INC DBA LAHEY HOSPITAL & MEDICAL CENTER AND LMC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 042704686 | HEALTHCARE | MA | 501(C)(3) | 3 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY CLINIC INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 042704683 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY HEALTH SHARED SERVICES INC | ||||||||||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 043178972 | ADMINISTRATION | MA | 501(C)(3) | 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) | 12A, I | 0 | N/A | ||||||
| LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 043208878 | INACTIVE CORPORATION | MA | 501(C)(3) | 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) | 10 | BETH ISRAEL LAHEY HEALTH PRIMARY CARE | Yes (1) | ||||||
| MOUNT AUBURN HOSPITAL | ||||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 042103606 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 043026897 | OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES | MA | 501(C)(3) | 12A, I | MOUNT AUBURN HOSPITAL | Yes (1) | ||||||
| NEW ENGLAND BAPTIST HOSPITAL | ||||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 042103612 | ORTHOPEDIC SPECIALTY HOSPITAL | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC | ||||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 043235796 | OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH | MA | 501(C)(3) | 3 | NEW ENGLAND BAPTIST HOSPITAL | Yes (1) | ||||||
| NORTHEAST BEHAVIORAL HEALTH CORPORATION DBA BILH BEHAVIORAL HEALTHSERVICE | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042777145 | HEALTHCARE | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST HEALTH SYSTEMS INC | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 043240453 | FINANCIAL & OPERATIONAL SUPPORT | MA | 501(C)(3) | 12B, II | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| NORTHEAST HOSPITAL CORPORATION | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST MEDICAL PRACTICE INC | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST HOSPITAL CORPORATION | Yes (1) | ||||||
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA BILH AT HOME | ||||||||||||||||
| 800 CUMMINGS CENTER | BEVERLY | MA | 01915 | 201287349 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST SENIOR HEALTH CORPORATION | Yes (1) | ||||||
| NORTHEAST SENIOR HEALTH CORPORATION | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| SEACOAST AFFILIATED GROUP PRACTICE INC | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 043485648 | PHYSICIAN GROUP | MA | 501(C)(3) | 10 | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| SEACOAST NURSING AND REHABILITATION CENTER INC | ||||||||||||||||
| 300 WASHINGTON ST | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| THE JORDAN HEALTH SYSTEMS INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 042103805 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 7 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 223137856 | ACO | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
| WINCHESTER HEALTHCARE MANAGEMENT INC | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 222701817 | MANAGEMENT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042104434 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL FOUNDATION INC | ||||||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043399570 | PROFESSIONAL SERVICES & FINANCIAL SUPPORT | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
| JOSLIN DIABETES CENTER INC | ||||||||||||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02215 | 042203836 | PREVENTION, TREATMENT, AND CURE OF DIABETES | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| JOSLIN CLINIC INC | ||||||||||||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02215 | 222984590 | PREVENTION, TREATMENT, AND CURE OF DIABETES | MA | 501(C)(3) | 12A, I | JOSLIN DIABETES CENTER 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 |
|---|---|---|---|---|---|---|---|---|---|
| BIDCO PHYSICIAN LLC | |||||||||
| 600 UNICORN PARK DRIVE 4TH FLOOR | WOBURN | MA | 01801 | 461589743 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | 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 |
| BILH INVESTMENT PARTNERSHIP LLP | |||||||||
| 529 MAIN ST 4TH FL | CHARLESTOWN | MA | 02129 | 043278109 | INVESTMENT PARTNERSHIP | MA | N/A | 0 | 0 |
| PHYSICIAN PROFESSIONAL SERVICES LLP | |||||||||
| 200 RIVERS EDGE DRIVE | MEDFORD | MA | 02215 | 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 |
| 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 | |||||||||
| 40 ALLIED DRIVE | DEDHAM | MA | 02026 | 874311329 | AMBULATORY SURGERY CENTER | MA | N/A | 0 | 0 |
| BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC | |||||||||
| 41 RESNIK ROAD | PLYMOUTH | MA | 02360 | 883871838 | SURGERY CENTER | 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 (7 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 | 000000000 | TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS. | DE | N/A | C | Yes (1) | ||||
| 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 | KY | 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 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LAHEY PHYSICIAN COMMUNITY ORGAN | ||
| O | $1,007,775 | FMV |
| LAHEY CLINIC HOSPITAL INC | ||
| O | $29,089,761 | FMV |
| LAHEY CLINIC HOSPITAL INC | ||
| Q | $42,860,317 | FMV |
| LAHEY CLINIC HOSPITAL INC | ||
| R | $1,766,404 | FMV |
| LAHEY CLINIC HOSPITAL INC | ||
| S | $11,659,914 | FMV |
| LAHEY CLINIC INC | ||
| O | $11,400,118 | FMV |
| LAHEY CLINIC INC | ||
| Q | $5,014,489 | FMV |
| LAHEY CLINIC INC | ||
| R | $420,000 | FMV |
| LAHEY CLINIC INC | ||
| S | $3,756,325 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| O | $10,692,775 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| P | $17,794,999 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| Q | $120,000 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| R | $85,420 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| S | $99,033 | FMV |
| NEW ENGLAND BAPTIST HOSPITAL | ||
| Q | $64,370 | FMV |
| NOTHEAST HOSPITAL CORPORATION | ||
| O | $115,550 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PARTS I - V: | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH) AND THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN). 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). THESE ENTITIES MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. THE BY-LAW OF THESE ENTITIES REFLECT THE CENTRALIZATION OF THE SYSTEM, AND AS SUCH, AFFILIATES WITHIN THE BILH SYSTEM ARE CONSIDERED CONTROLLED ENTITIES UNDER IRC SECTION 512(B)(13), AS EACH AFFILIATE IS UNDER COMMON GOVERNANCE CONTROL, AS DESCRIBED IN TREAS. REGS. 1.512(B)-1(L)(4). IN ADDITION, UNDER INTERNAL REVENUE CODE SECTION 512, CONTROL MEANS THAT MORE THAN 50 PERCENT OF THE DIRECTORS OR TRUSTEES OF AN ORGANIZATION ARE EITHER REPRESENTATIVES OF, OR DIRECTLY OR INDIRECTLY CONTROLLED, BY AN EXEMPT ORGANIZATION. A TRUSTEE OR DIRECTOR IS A REPRESENTATIVE OF AN EXEMPT ORGANIZATION IF THEY ARE A TRUSTEE, DIRECTOR, AGENT, OR EMPLOYEE OF SUCH EXEMPT ORGANIZATION. UNDER THIS DEFINITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND IT'S AFFILIATES ARE INCLUDED IN FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR. | ExplanationTxt |