BETH ISRAEL LAHEY HEALTH INC HCSR: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BETH ISRAEL LAHEY HEALTH INC HCSR (EIN 83-2671600)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202222279349305062
- Schema version
- 2020v4.2
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T18:19:23-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117531681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832671600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL LAHEY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 6176670003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 UNIVERSITY ROAD NO 700 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KERNDL | PersonNm |
| Person Title | EXEC. VP, CFO AND TREASURER | PersonTitleTxt |
| Phone | 6176670003 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KERNDL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2022-08-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN KERNDL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 UNIVERSITY ROAD NO 700 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $340,875,421 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BILH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $3,623,780 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $969,045 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,533,633 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $119,377,210 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $339,802,584 | CYProgramServiceRevenueAmt |
| PY Investment Income | $77,250 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,795 | CYInvestmentIncomeAmt |
| PY Other Revenue | $204 | PYOtherRevenueAmt |
| CY Other Revenue | $964,042 | CYOtherRevenueAmt |
| PY Total Revenue | $120,988,297 | PYTotalRevenueAmt |
| CY Total Revenue | $340,775,421 | 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 | $72,334,919 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $206,253,428 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $160,414 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,368,852 | PYOtherExpensesAmt |
| CY Other Expenses | $144,983,396 | CYOtherExpensesAmt |
| PY Total Expenses | $117,864,185 | PYTotalExpensesAmt |
| CY Total Expenses | $351,236,824 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,124,112 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,461,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,603,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,006,261 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $92,997,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $165,920,442 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,605,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,085,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $351,236,824 | ExpenseAmt |
| Revenue | $337,142,846 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $351,236,824 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 86 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817442218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MCCULLOUGH MD DANIEL J | ||||||||||
| TRUSTEE, MEDICAL DIRECTOR NMP | 1.00 | 55.00 | Yes (X) | $0 | $353,632 | $37,743 | ||||
| CANEPA JOHN J | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCISCO BETTY | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRANT THOMAS H | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GUPTA YOGESH | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HANNON FACHE PATRICIA | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KINGTON MD RAYNARD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDE DOUGLAS T | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANDELL MD JAMES | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCKENNA MARGARET | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORMAN NANCY | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| O'HANLEY RONALD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SULLIVAN MD MARY ANNA | ||||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VALLETTA ROBERT | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALSH JANE | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JICK DANIEL J | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBALL MD MPH ALEXA B | ||||||||||
| TRUSTEE, CEO OF HMFP | 1.00 | 64.00 | Yes (X) | $0 | $935,284 | $83,911 | ||||
| LIESCHING MD TIMOTHY | ||||||||||
| TRUSTEE, CMO LHMC | 1.00 | 57.00 | Yes (X) | $0 | $581,489 | $50,747 | ||||
| HORNIDGE ANN-ELLEN | ||||||||||
| TRUSTEE, CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| HAO YVONNE | ||||||||||
| TRUSTEE & VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| TABB MD KEVIN | ||||||||||
| PRESIDENT AND CEO; TRUSTEE (EX-OFFICIO) | 55.00 | 10.00 | Yes (X) | $3,378,281 | $0 | $364,897 | Yes (X) | |||
| KATZ ESQ JAMIE | ||||||||||
| GENERAL COUNSEL AND CLERK (EX-OFFICIO) | 55.00 | 10.00 | $1,271,728 | $0 | $32,538 | Yes (X) | ||||
| FISCHER STEVEN | ||||||||||
| EXEC. VP, CFO AND TREASURER (EX-OFF) | 55.00 | 10.00 | $1,324,600 | $0 | $54,700 | Yes (X) | ||||
| KERNDL JOHN | ||||||||||
| EXEC. VP, CFO AND TREASURER (EX-OFFICIO) | 55.00 | 10.00 | $0 | $0 | $0 | Yes (X) | ||||
| JACOBS HILARY C | ||||||||||
| PRESIDENT BETH ISRAEL LAHEY BEHAVIORAL HEALTH | 55.00 | 3.00 | $482,184 | $0 | $28,220 | Yes (X) | ||||
| GALLAGHER DENIS W | ||||||||||
| PRESIDENT, BILH PRIMARY CARE | 55.00 | 5.00 | $468,180 | $0 | $27,836 | Yes (X) | ||||
| SHEEHAN RN MSN JAYNE | ||||||||||
| SVP MUSCULOSKELETAL NETWORK DEVEL., NEBH & BILH | 55.00 | 2.00 | $431,134 | $0 | $44,729 | Yes (X) | ||||
| LLOYD PETER R | ||||||||||
| VP, CORPORATE FINANCE | 1.00 | 63.00 | $0 | $384,073 | $66,701 | Yes (X) | ||||
| GIZMUNT JENNIFER | ||||||||||
| PRESIDENT BILH CONTINUING CARE | 55.00 | 4.00 | $397,723 | $0 | $36,233 | Yes (X) | ||||
| DEVEAU STEPHEN | ||||||||||
| VP, FINANCIAL REPORTING | 55.00 | 0.00 | $331,967 | $0 | $30,297 | Yes (X) | ||||
| DEVITA NICOLE | ||||||||||
| COO BILH PERFORMANCE NETWORK | 55.00 | 2.00 | $485,617 | $0 | $35,739 | Yes (X) | ||||
| ROWAN MICHAEL | ||||||||||
| EXEC. VP, HOSPITAL AND AMBULATORY SERVICES | 55.00 | 10.00 | $1,506,636 | $0 | $78,354 | Yes (X) | ||||
| LONGWORTH MD DAVID | ||||||||||
| CHAIR BILH PRIMARY CARE NETWORK | 55.00 | 5.00 | $1,277,981 | $0 | $56,771 | Yes (X) | ||||
| LEWIS MD STANLEY M | ||||||||||
| BILH, CHIEF STRATEGY OFFICER | 55.00 | 8.00 | $1,259,520 | $0 | $57,347 | Yes (X) | ||||
| NESTO MD RICHARD | ||||||||||
| BILH CMO, FORMER TRUSTEE, PRESIDENT | 55.00 | 10.00 | $1,157,376 | $0 | $92,737 | Yes (X) | ||||
| DEVAUX DEBORAH | ||||||||||
| BILH - EVP, CHIEF POPULATION HEALTH OFFICER | 55.00 | 3.00 | $956,886 | $0 | $91,731 | Yes (X) | ||||
| GEORGE LINA | ||||||||||
| CHIEF HR OFFICER | 55.00 | 0.00 | $1,014,556 | $0 | $22,047 | Yes (X) | ||||
| JOHNSON MD MS FACP ELIZ | ||||||||||
| CHIEF MEDICAL OFFICER, BILHPC & BILHPN | 55.00 | 2.00 | $522,996 | $0 | $28,907 | Yes (X) | ||||
| DEZELAN MARIAN | ||||||||||
| CHIEF MARKETING AND COMMUNICATIONS OFFICER | 55.00 | 0.00 | $698,760 | $0 | $43,436 | Yes (X) | ||||
| SZABO MD PHD HON SCD GY | ||||||||||
| CHIEF ACADEMIC OFFICER | 1.00 | 58.00 | $0 | $663,795 | $72,634 | Yes (X) | ||||
| SHORETT PETER | ||||||||||
| BILH - CHIEF INTEGRATION AND STRATEGY OFFICER | 55.00 | 2.00 | $603,741 | $0 | $39,398 | Yes (X) | ||||
| TANDON MANU | ||||||||||
| CHIEF INFORMATION OFFICER | 55.00 | 10.00 | $212,541 | $304,147 | $81,131 | Yes (X) | ||||
| BROWN KERRY | ||||||||||
| CHIEF OF STAFF - BETH ISRAEL LAHEY HEALTH | 55.00 | 1.00 | $539,067 | $0 | $22,135 | Yes (X) | ||||
| LODGE PAULINE M | ||||||||||
| SVP STRATEGIC PLANNING AND BUSINESS DEVELOPMENT | 55.00 | 2.00 | $518,276 | $0 | $38,644 | Yes (X) | ||||
| LAPING KRISTINE | ||||||||||
| CHIEF DEVELOPMENT OFFICER | 55.00 | 0.00 | $737,753 | $0 | $68,564 | Yes (X) | ||||
| CLOUGH JEANETTE | ||||||||||
| PRESIDENT, MOUNT AUBURN HOSPITAL | 55.00 | 2.00 | $1,138,054 | $0 | $37,309 | Yes (X) | ||||
| HEALY PETER | ||||||||||
| PRESIDENT BIDMC | 55.00 | 10.00 | $935,579 | $0 | $72,395 | Yes (X) | ||||
| GOLDSTEIN MARK | ||||||||||
| PRESIDENT, ANNA JAQUES HOSPITAL | 55.00 | 3.00 | $717,076 | $0 | $95,480 | Yes (X) | ||||
| BELL JAMES | ||||||||||
| CHIEF INFORMATION OFFICER | 55.00 | 0.00 | $827,278 | $0 | $47,896 | Yes (X) | ||||
| COUGHLIN KEVIN | ||||||||||
| PRESIDENT, BID-PLYMOUTH | 55.00 | 3.00 | $695,037 | $0 | $52,041 | Yes (X) | ||||
| HULBURT JEFFREY | ||||||||||
| FMR. CHIEF BUSINESS OFFICER, BILH PERFORMANCE NET | 0.00 | 0.00 | $526,841 | $0 | $26,847 | Yes (X) | ||||
| JOHNSON PETER | ||||||||||
| FORMER INTERIM SYSTEM CIO | 0.00 | 0.00 | $582,378 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $24,999,746 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,222,420 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,020,095 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | 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 |
|---|---|---|---|---|---|
| WORKDAY INC | |||||
| 6110 STONERIDGE MALL ROAD | PLEASANTON | CA | 94588 | SOFTWARE SERVICES | $8,121,833 |
| WILLIS TOWERS WATSON US LLC | |||||
| 28025 NETWORK PLACE | CHICAGO | IL | 60673 | CONSULTING SERVICES | $3,864,474 |
| DELOITTE CONSULTING LLP | |||||
| 200 BERKERLY ST 10TH FLOOR | BOSTON | MA | 02116 | CONSULTING SERVICES | $3,173,500 |
| CLARO HEALTHCARE | |||||
| 200 S WACKER DR SUITE 2800 | CHICAGO | IL | 60606 | IT MANAGED SERVICES | $3,120,000 |
| VIZIENT INC | |||||
| 290 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | CONSULTING SERVICES | $2,963,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 451 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEE REVENUE | 541700 | $173,879,946 | $171,220,208 | $2,659,738 |
| IT ASSESSMENT REVENUE | 541700 | $142,989,638 | $142,989,638 | |
| LEASED STAFF | 541700 | $13,740,985 | $13,740,985 | |
| HEALTH PLAN CREDITS- N | 541700 | $4,897,948 | $4,897,948 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,294,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,294,067 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $339,802,584 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,432 | TotalRevenueColumnAmt |
| Exclusion | $2,432 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,363 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,363 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,363 | TotalRevenueColumnAmt |
| Exclusion | $6,363 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE INCOME (CRIC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $964,042 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $964,042 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $964,042 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,775,421 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $337,142,846 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,623,780 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,983,303 | TotalAmt |
| Program Services | $21,983,303 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,765,998 | TotalAmt |
| Program Services | $144,765,998 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,328,150 | TotalAmt |
| Program Services | $3,328,150 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,573,358 | TotalAmt |
| Program Services | $30,573,358 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,602,619 | TotalAmt |
| Program Services | $5,602,619 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,277,751 | TotalAmt |
| Program Services | $1,277,751 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,807,315 | TotalAmt |
| Program Services | $5,807,315 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,521,774 | TotalAmt |
| Program Services | $4,521,774 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,075 | TotalAmt |
| Program Services | $271,075 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607 | TotalAmt |
| Program Services | $607 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,801,663 | TotalAmt |
| Program Services | $41,801,663 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,528,871 | TotalAmt |
| Program Services | $5,528,871 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,511,333 | TotalAmt |
| Program Services | $3,511,333 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,236,424 | TotalAmt |
| Program Services | $38,236,424 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,901,301 | TotalAmt |
| Program Services | $6,901,301 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,486 | TotalAmt |
| Program Services | $137,486 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,015 | TotalAmt |
| Program Services | $7,015 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,100,869 | TotalAmt |
| Program Services | $2,100,869 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,151 | TotalAmt |
| Program Services | $31,151 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MISCELLANEOUS | $13,954,346 | $13,954,346 |
| MAINTENANCE CONTRACTS | $13,629,790 | $13,629,790 |
| INTERCOMPANY CHARGES | $4,130,545 | $4,130,545 |
| LIC FEES | $3,134,080 | $3,134,080 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,236,824 | TotalAmt |
| Program Services | $351,236,824 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,684,122 | BOYAmt |
| EOY | $95,992,824 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,144,719 | BOYAmt |
| EOY | $8,712,536 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,384,181 | BOYAmt |
| EOY | $13,541,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,906,476 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,681,249 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,480,501 | BOYAmt |
| EOY | $18,225,227 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,292 | BOYAmt |
| EOY | $35,534,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,603,815 | BOYAmt |
| EOY | $172,006,261 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,890,220 | BOYAmt |
| EOY | $144,758,143 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,107,715 | BOYAmt |
| EOY | $21,162,299 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,997,935 | BOYAmt |
| EOY | $165,920,442 | 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 | $2,605,880 | BOYAmt |
| EOY | $6,085,819 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,880 | BOYAmt |
| EOY | $6,085,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,603,815 | BOYAmt |
| EOY | $172,006,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,461,403 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,384 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,935,958 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 12 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (12 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||
| 042103881 | 3 | Yes (1) | $97,056,534 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM | ||||
| 043229679 | 3 | Yes (1) | $6,085,556 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL - MILTON | ||||
| 042103604 | 3 | Yes (1) | $7,536,426 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | ||||
| 222667354 | 3 | Yes (1) | $18,457,804 | $0 |
| MOUNT AUBURN HOSPITAL | ||||
| 042103606 | 3 | Yes (1) | $26,983,952 | $0 |
| NEW ENGLAND BAPTIST HOSPITAL | ||||
| 042103612 | 3 | Yes (1) | $15,202,525 | $0 |
| ANNA JAQUES HOSPITAL INC | ||||
| 042104338 | 3 | Yes (1) | $7,195,914 | $0 |
| LAHEY CLINIC FOUNDATION INC | ||||
| 042323457 | 7 | Yes (1) | $89,093,469 | $0 |
| WINCHESTER HOSPITAL FOUNDATION INC | ||||
| 043399570 | 3 | Yes (1) | $18,021,879 | $0 |
| NORTHEAST HOSPITAL CORPORATION | ||||
| 042121317 | 3 | Yes (1) | $26,282,811 | $0 |
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||||
| 042777145 | 10 | Yes (1) | $1,649,997 | $0 |
| LAHEY HEALTH SHARED SERVICES INC | ||||
| 043178972 | 10 | Yes (1) | $6,960,675 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 12 | SupportedOrganizationsTotalCnt |
| Support Sum | $320,527,542 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 1: | BETH ISRAEL LAHEY HEALTH, INC. IS ORGANIZED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, MOUNT AUBURN HOSPITAL, LAHEY CLINIC FOUNDATION, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL, INC., NORTHEAST BEHAVIORAL HEALTH CORPORATION, AND THEIR AFFILIATED ORGANIZATIONS THAT ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE, AND CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OR 509(A)(2) OF THE CODE. AS REPORTED IN THIS FORM 990 SCHEDULE A, PART I LINE 11G, DURING THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. PROVIDED SUPPORT TO BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, MOUNT AUBURN HOSPITAL, LAHEY CLINIC FOUNDATION, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL, INC., NORTHEAST BEHAVIORAL HEALTH CORPORATION. ADDITIONAL SUPPORT MAY HAVE BEEN PROVIDED TO AFFILIATES OF THESE SUPPORTED ORGANIZATIONS, EACH OF WHICH WAS DESIGNATED BY CLASS AND PURPOSE AS STATED IN THAT GOVERNING DOCUMENT AS AN "AFFILIATED ORGANIZATION" EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE. |
| SCHEDULE A, PART IV, SECTION D, LINE 3: | AS PART OF THE CREATION OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEM, THE BILH BY-LAWS CREATED AN INVESTMENT COMMITTEE, WHICH IS A SUB-COMMITTEE OF THE BILH BOARD OF TRUSTEES. THIS IS THE INITIAL FILING FOR BILH, AND THE INVESTMENT COMMITTEE IS DEVELOPING A SYSTEM-WIDE INVESTMENT METHODOLOGY TO ALLOW FOR A CONSISTENT INVESTMENT APPROACH FOR ALL BILH AFFILIATES. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A: | AS PREVIOUSLY NOTED, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, MOUNT AUBURN HOSPITAL, LAHEY CLINIC FOUNDATION, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL, INC., AND NORTHEAST BEHAVIORAL HEALTH CORPORATION. AS SOLE MEMBER, {{ENTITY-NAME}} 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. |
| SCHEDULE A, PART IV, SECTION E, LINE 3B: | AS PREVIOUSLY NOTED, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, MOUNT AUBURN HOSPITAL, LAHEY CLINIC FOUNDATION, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, ANNA JAQUES HOSPITAL, INC., AND NORTHEAST BEHAVIORAL HEALTH CORPORATION. AS SOLE MEMBER, BETH ISRAEL LAHEY HEALTH, INC. (BILH) 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. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $271,075 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $271,075 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BETH ISRAEL LAHEY HEALTH, INC. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $271,075 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Additions During Year | $10,445,687 | AdditionsDuringYearAmt |
| Distributions During Year | $14,496,303 | DistributionsDuringYearAmt |
| Ending Balance | -$4,050,616 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,958,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,176,534 | DepreciationAmt |
| Book Value | $17,781,612 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,974,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,309,198 | DepreciationAmt |
| Book Value | $665,716 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | -$26,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,517 | DepreciationAmt |
| Book Value | -$222,101 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,225,227 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLES | $2,927,628 |
| OTHER RECEIVABLE | $773,844 |
| OPERATING LEASE ASSETS | $22,209,928 |
| VENDOR REBATES | $9,600,000 |
| CRICO RECEIVABLE | $23,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $35,534,400 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES | $10,123,539 |
| ESTIMATED THIRD-PARTY SETTLEMENTS, NET | $11,038,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,162,299 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,971,280,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,384 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,631,463,237 | OtherRevenueAmt |
| Revenue Not Reported | $6,631,468,621 | RevenueNotReportedAmt |
| Revenue Subtotal | $339,811,379 | RevenueSubtotalAmt |
| Other Revenues Not Included | $964,042 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $964,042 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $340,775,421 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,619,235,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,267,997,187 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,267,997,187 | ExpensesNotReportedAmt |
| Expenses Subtotal | $351,237,813 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$989 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$989 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $351,236,824 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | BETH ISRAEL LAHEY HEALTH (BILH) IS THE PARENT HOSPITAL OF NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM (BID-N), MOUNT AUBURN HOSPITAL (MAH), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (BID-P), BETH ISRAEL DEACONESS HOSPITAL - MILTON (BID-M), LAHEY HOSPITAL & MEDICAL CENTER (LHMC), WINCHESTER HOSPITAL (WH), NORTHEAST HOSPITAL CORPORATION (NEH), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBH), NORTHEAST SENIOR HEALTH D/B/A THE HERRICK HOUSE (NSH), AND NORTHEAST PROFESSIONAL REGISTRY OF NURSES (NPRN) WHICH ARE ALL COMMUNITY HOSPITALS EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. DURING THE FISCAL YEAR COVERED BY THIS FILING, AND AS PART OF THE RELATIONSHIP BETWEEN THE ENTITIES, BILH'S DEVELOPMENT STAFF PROVIDED OPERATIONAL SUPPORT RELATED TO SOLICITING AND PROCESSING CONTRIBUTIONS FOR THE ABOVE-MENTIONED ENTITIES. UPON RECEIPT, THE CONTRIBUTIONS WERE DEPOSITED INTO A BILH ACCOUNT. AT THE END OF EACH MONTH, THE TOTAL OF THE DEPOSITS WERE TRANSFERRED FROM BILH TO THE ABOVE-MENTIONED ENTITIES. |
| 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 2021 AND 2020, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES REVENUE NET OF ELIMINATIONS 6,631,463,237. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INSURANCE INCOME INCLUSION 964,042. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES EXPENSES NET OF ELIMINATIONS 6,267,997,187. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING -989. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | $25,066 |
| EUROPE - INCLUDING ICELAND AND GREENLAND | INVESTMENTS | $5,631 |
| 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 | $30,697 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $30,697 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART IV, QUESTION 1 | ALTHOUGH BETH ISRAEL LAHEY HEALTH, INC WAS AN INDIRECT TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION DURING THE TAX YEAR, BETH ISRAEL LAHEY HEALTH, INC WAS NOT REQUIRED TO FILE FORM 926, RETURN BY A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. |
| PART IV, QUESTION 3 | ALTHOUGH BETH ISRAEL LAHEY HEALTH, INC HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| COLIN MACLAURIN | ||||||||
| 50 ROCKALAND ST | SWAMPSCOTT | MA | 01907 | FUNDRAISING CONSULTANT | Yes (1) | $10,194 | $8,775 | $1,419 |
| ZURI GROUP | ||||||||
| 328 NW BOND ST | BEND | OR | 97701 | STRATEGY CONSULTING | 0 | $0 | $629,331 | -$629,331 |
| DAILEY INNOVATIONS | ||||||||
| 8014 LAKECREST DRIVE | GREENBELT | MD | 20770 | STRATEGY CONSULTING | 0 | $0 | $56,000 | -$56,000 |
| ERIC DELIN DESIGN | ||||||||
| 55 DORRANCE ST SUITE 203 | PROVIDENCE | RI | 02903 | MARKETING CONSULTANT | 0 | $0 | $53,000 | -$53,000 |
| VISION PHILANTHROPY | ||||||||
| 401 BOWLING AVE UNIT 1 | NASHVILLE | TN | 37205 | STRATEGY CONSULTING | 0 | $0 | $38,656 | -$38,656 |
| MEGHAN WILSON | ||||||||
| 5 AERIAL ST | LEXINGTON | MA | 02421 | CAMPAIGN CONSULTANT | 0 | $0 | $29,901 | -$29,901 |
| DEBORAH OUELLETTE | ||||||||
| 75 HALIFAX ST B9 | WINSLOW | ME | 04901 | RESEARCH CONSULTANT | 0 | $0 | $27,840 | -$27,840 |
| BONNIE PRESCOTT | ||||||||
| 21 GREENLEAF DRIVE | EXETER | NH | 03833 | COMMUNICATION CONSULTANT | 0 | $0 | $26,560 | -$26,560 |
| VOX COMMUNICATIONS | ||||||||
| 64 NORTH BORDER ROAD | WINCHESTER | MA | 01890 | MARKETING CONSULTANT | 0 | $0 | $23,453 | -$23,453 |
| EST CREATIVE | ||||||||
| 50 METACOMET ST | WRENTHAM | MA | 02903 | MARKETING CONSULTANT | 0 | $0 | $16,948 | -$16,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $10,194 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $910,464 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$900,270 | TotalNetToOrganizationAmt |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B, COLUMN (III): | FormAndLineReferenceDesc |
| Explanation | BILH ENTERS INTO SYSTEM-WIDE AGREEMENTS WITH PROFESSIONALS TO PROVIDE MARKETING, STRATEGY, RESEARCH AND FUNDRAISING SUPPORT FOR HOSPITALS AND OTHER HEALTHCARE ENTITIES IN THE BILH SYSTEM. ALL AMOUNTS PAID TO EACH PROFESSIONAL FUNDRAISER ARE REPORTED ON THE BILH FORM 990. IN ADDITION, EACH ENTITY REPORTS ITS ALLOCABLE SHARE OF SUCH AMOUNTS TO REFLECT SERVICES DELIVERED TO THAT ENTITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (34 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 | ||||||||||||||
| PRESIDENT AND CEO; TRUSTEE (EX-OFFIC | $1,607,257 | $0 | $1,271,689 | $0 | $499,335 | $0 | $321,950 | $0 | $42,947 | $0 | $3,743,178 | $0 | $0 | $0 |
| ROWAN MICHAEL | ||||||||||||||
| EXEC. VP, HOSPITAL AND AMBULATORY SE | $1,014,186 | $0 | $448,166 | $0 | $44,284 | $0 | $46,556 | $0 | $31,798 | $0 | $1,584,990 | $0 | $0 | $0 |
| FISCHER STEVEN | ||||||||||||||
| EXEC. VP, CFO AND TREASURER (EX-OFF) | $824,811 | $0 | $345,240 | $0 | $154,549 | $0 | $20,155 | $0 | $34,545 | $0 | $1,379,300 | $0 | $0 | $0 |
| LONGWORTH MD DAVID | ||||||||||||||
| CHAIR BILH PRIMARY CARE NETWORK | $760,831 | $0 | $380,964 | $0 | $136,186 | $0 | $37,326 | $0 | $19,445 | $0 | $1,334,752 | $0 | $0 | $0 |
| LEWIS MD STANLEY M | ||||||||||||||
| BILH, CHIEF STRATEGY OFFICER | $672,046 | $0 | $462,723 | $0 | $124,751 | $0 | $22,817 | $0 | $34,530 | $0 | $1,316,867 | $0 | $0 | $0 |
| KATZ ESQ JAMIE | ||||||||||||||
| GENERAL COUNSEL AND CLERK (EX-OFFICI | $689,655 | $0 | $463,139 | $0 | $118,934 | $0 | $19,114 | $0 | $13,424 | $0 | $1,304,266 | $0 | $0 | $0 |
| NESTO MD RICHARD | ||||||||||||||
| BILH CMO, FORMER TRUSTEE, PRESIDENT | $733,137 | $0 | $280,922 | $0 | $143,317 | $0 | $60,546 | $0 | $32,191 | $0 | $1,250,113 | $0 | $0 | $0 |
| CLOUGH JEANETTE | ||||||||||||||
| PRESIDENT, MOUNT AUBURN HOSPITAL | $739,472 | $0 | $160,200 | $0 | $238,382 | $0 | $20,791 | $0 | $16,518 | $0 | $1,175,363 | $0 | $0 | $0 |
| DEVAUX DEBORAH | ||||||||||||||
| BILH - EVP, CHIEF POPULATION HEALTH | $637,489 | $0 | $282,973 | $0 | $36,424 | $0 | $62,590 | $0 | $29,141 | $0 | $1,048,617 | $0 | $0 | $0 |
| GEORGE LINA | ||||||||||||||
| CHIEF HR OFFICER | $632,737 | $0 | $262,432 | $0 | $119,387 | $0 | $0 | $0 | $22,047 | $0 | $1,036,603 | $0 | $0 | $0 |
| KIMBALL MD MPH ALEXA B | ||||||||||||||
| TRUSTEE, CEO OF HMFP | $0 | $751,162 | $0 | $178,878 | $0 | $5,244 | $0 | $45,600 | $0 | $38,311 | $0 | $1,019,195 | $0 | $0 |
| HEALY PETER | ||||||||||||||
| PRESIDENT BIDMC | $730,173 | $0 | $92,884 | $0 | $112,522 | $0 | $34,006 | $0 | $38,389 | $0 | $1,007,974 | $0 | $0 | $0 |
| BELL JAMES | ||||||||||||||
| CHIEF INFORMATION OFFICER | $602,911 | $0 | $200,000 | $0 | $24,367 | $0 | $16,048 | $0 | $31,848 | $0 | $875,174 | $0 | $0 | $0 |
| GOLDSTEIN MARK | ||||||||||||||
| PRESIDENT, ANNA JAQUES HOSPITAL | $563,715 | $0 | $100,862 | $0 | $52,499 | $0 | $65,826 | $0 | $29,654 | $0 | $812,556 | $0 | $0 | $0 |
| LAPING KRISTINE | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $421,834 | $0 | $245,616 | $0 | $70,303 | $0 | $30,404 | $0 | $38,160 | $0 | $806,317 | $0 | $0 | $0 |
| COUGHLIN KEVIN | ||||||||||||||
| PRESIDENT, BID-PLYMOUTH | $540,964 | $0 | $86,239 | $0 | $67,834 | $0 | $17,129 | $0 | $34,912 | $0 | $747,078 | $0 | $0 | $0 |
| DEZELAN MARIAN | ||||||||||||||
| CHIEF MARKETING AND COMMUNICATIONS O | $478,624 | $0 | $155,777 | $0 | $64,359 | $0 | $0 | $0 | $43,436 | $0 | $742,196 | $0 | $0 | $0 |
| SZABO MD PHD HON SCD GY | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $0 | $596,707 | $0 | $59,978 | $0 | $7,110 | $0 | $53,438 | $0 | $19,196 | $0 | $736,429 | $0 | $0 |
| SHORETT PETER | ||||||||||||||
| BILH - CHIEF INTEGRATION AND STRATEG | $444,467 | $0 | $146,044 | $0 | $13,230 | $0 | $0 | $0 | $39,398 | $0 | $643,139 | $0 | $0 | $0 |
| LIESCHING MD TIMOTHY | ||||||||||||||
| TRUSTEE, CMO LHMC | $0 | $502,473 | $0 | $77,352 | $0 | $1,664 | $0 | $0 | $0 | $50,747 | $0 | $632,236 | $0 | $0 |
| TANDON MANU | ||||||||||||||
| CHIEF INFORMATION OFFICER | $151,691 | $262,561 | $59,793 | $0 | $1,057 | $41,586 | $0 | $46,041 | $8,905 | $26,185 | $221,446 | $376,373 | $0 | $0 |
| JOHNSON PETER | ||||||||||||||
| FORMER INTERIM SYSTEM CIO | $582,378 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $582,378 | $0 | $0 | $0 |
| BROWN KERRY | ||||||||||||||
| CHIEF OF STAFF - BETH ISRAEL LAHEY H | $376,746 | $0 | $129,252 | $0 | $33,069 | $0 | $10,642 | $0 | $11,493 | $0 | $561,202 | $0 | $0 | $0 |
| LODGE PAULINE M | ||||||||||||||
| SVP STRATEGIC PLANNING AND BUSINESS | $382,537 | $0 | $107,285 | $0 | $28,454 | $0 | $0 | $0 | $38,644 | $0 | $556,920 | $0 | $0 | $0 |
| HULBURT JEFFREY | ||||||||||||||
| FMR. CHIEF BUSINESS OFFICER, BILH PE | $350,307 | $0 | $50,974 | $0 | $125,560 | $0 | $0 | $0 | $26,847 | $0 | $553,688 | $0 | $0 | $0 |
| JOHNSON MD MS FACP ELIZ | ||||||||||||||
| CHIEF MEDICAL OFFICER, BILHPC & BILH | $372,811 | $0 | $72,261 | $0 | $77,924 | $0 | $0 | $0 | $28,907 | $0 | $551,903 | $0 | $0 | $0 |
| DEVITA NICOLE | ||||||||||||||
| COO BILH PERFORMANCE NETWORK | $388,185 | $0 | $79,160 | $0 | $18,272 | $0 | $19,273 | $0 | $16,466 | $0 | $521,356 | $0 | $0 | $0 |
| JACOBS HILARY C | ||||||||||||||
| PRESIDENT BETH ISRAEL LAHEY BEHAVIOR | $342,524 | $0 | $112,635 | $0 | $27,025 | $0 | $0 | $0 | $28,220 | $0 | $510,404 | $0 | $0 | $0 |
| GALLAGHER DENIS W | ||||||||||||||
| PRESIDENT, BILH PRIMARY CARE | $410,546 | $0 | $52,540 | $0 | $5,094 | $0 | $0 | $0 | $27,836 | $0 | $496,016 | $0 | $0 | $0 |
| SHEEHAN RN MSN JAYNE | ||||||||||||||
| SVP MUSCULOSKELETAL NETWORK DEVEL., | $328,229 | $0 | $74,346 | $0 | $28,559 | $0 | $19,846 | $0 | $24,883 | $0 | $475,863 | $0 | $0 | $0 |
| LLOYD PETER R | ||||||||||||||
| VP, CORPORATE FINANCE | $0 | $319,494 | $0 | $40,046 | $0 | $24,533 | $0 | $37,100 | $0 | $29,601 | $0 | $450,774 | $0 | $0 |
| GIZMUNT JENNIFER | ||||||||||||||
| PRESIDENT BILH CONTINUING CARE | $331,424 | $0 | $65,174 | $0 | $1,125 | $0 | $0 | $0 | $36,233 | $0 | $433,956 | $0 | $0 | $0 |
| MCCULLOUGH MD DANIEL J | ||||||||||||||
| TRUSTEE, MEDICAL DIRECTOR NMP | $0 | $295,754 | $0 | $56,688 | $0 | $1,190 | $0 | $0 | $0 | $37,743 | $0 | $391,375 | $0 | $0 |
| DEVEAU STEPHEN | ||||||||||||||
| VP, FINANCIAL REPORTING | $284,879 | $0 | $43,725 | $0 | $3,363 | $0 | $1,154 | $0 | $29,143 | $0 | $362,264 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, AND AS NOTED ABOVE, THE COMPENSATION DETAIL INCLUDED IN BETH ISRAEL LAHEY HEALTH'S (BILH) FORM 990 FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021 IS CALENDAR YEAR 2020 DETAIL. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. DURING THE 2020 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 2020 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. |
| PART I, LINE 7 | SCHEDULE J, PART I, LINE 7, NON-FIXED PAYMENTS DURING THE 2020 CALENDAR YEAR, THE FILING ORGANIZATION MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED 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, 2021. AS REQUIRED BY FORM 990, COMPENSATION REPORTED FOR THIS FISCAL YEAR IS CALENDAR YEAR 2020 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 (ODTKS) AND THE ENTITIES FIVE HIGHEST PAID EMPLOYEES OTHER THAN ODTKS ARE LISTED BELOW ALPHABETICALLY: BROWN, KERRY CHIEF OF STAFF BETH ISRAEL LAHEY HEALTH OTHER REPORTABLE COMPENSATION FOR MS. BROWN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $30,047. CANEPA, JOHN J. TRUSTEE BETH ISRAEL LAHEY HEALTH TRUSTEE AND BOARD CO-CHAIR MOUNT AUBURN HOSPITAL TRUSTEE MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) MR. CANEPA'S TERM ON THE MAPS BOARD ENDED ON SEPTEMBER 30, 2021. DEVAUX, DEBORAH EXECUTIVE VICE PRESIDENT, CHIEF POPULATION OFFICER BETH ISRAEL LAHEY HEALTH PRESIDENT - BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC MANAGING DIRECTOR, PRESIDENT - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC TRUSTEE CAB HEALTH & RECOVERY SERVICES TRUSTEE HEALTH & EDUCATION HOUSING SERVICES TRUSTEE - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC TRUSTEE - LAHEY CLINICAL PERFORMANCE NETWORK, LLC TRUSTEE NORTHEAST BEHAVIORAL HEALTH CORP O SERVED IN TRUSTEE ROLE THROUGH DECEMBER 31, 2021 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. DEVAUX INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $84,112. OF THIS AMOUNT, $62,590 IS UNVESTED. DEVEAU, STEPHEN VICE PRESIDENT, FINANCIAL REPORTING BETH ISRAEL LAHEY HEALTH OTHER REPORTABLE COMPENSATION FOR MR. DEVEAU INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $1,438. DEVITA, NICOLE CHIEF OPERATING OFFICER - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC TRUSTEE BETH ISRAEL LAHEY HEALTH PHARMACY OTHER REPORTABLE COMPENSATION FOR MS. DEVITA INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $13,073. DEZELAN, MARIAN CHIEF MARKETING AND COMMUNICATIONS OFFICER BETH ISRAEL LAHEY HEALTH OTHER REPORTABLE COMPENSATION FOR MS. DEZELAN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $17,386. 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. TRUSTEE AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. O MR. FISCHER HELD THE TRUSTEE POSITION THROUGH DECEMBER 31, 2020. 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 ND 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. ALTHOUGH MR. FISCHER SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2021, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 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. FISCHER INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $117,139. FRANCISCO, BETTY TRUSTEE - BETH ISRAEL LAHEY HEALTH GALLAGHER, DENIS W. PRESIDENT - BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK TREASURER, TRUSTEE (EX OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO), PRESIDENT - BETH ISRAEL LAHEY HEALTH PRIMARY CARE OTHER REPORTABLE COMPENSATION FOR MR. GALLAGHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $6,773. GEORGE, LINA CHIEF HUMAN RESOURCES OFFICER BETH ISRAEL LAHEY HEALTH |
| SCHEDULE J FOOTNOTES (CONTINUED): | GIZMUNT, JENNIFER PRESIDENT, BETH ISRAEL LAHEY HEALTH CONTINUING CARE PRESIDENT, TRUSTEE, AND CHAIR CAREGROUP PARMENTER HOME CARE & HOSPICE PRESIDENT, TRUSTEE, AND CHAIR NORTHEAST PROFESSIONAL REGISTRY OF NURSES PRESIDENT - NORTHEAST SENIOR HEALTH CORPORATION PRESIDENT - SEACOAST NURSING AND REHABILITATION CENTER, INC. MS. GIZMUNT'S TERM AS PRESIDENT AND CHAIRMAN ON THE CAREGROUP PARMENTER HOME CARE & HOSPICE AND NORTHEAST PROFESSIONAL REGISTRY OF NURSES BOARDS BEGAN ON DECEMBER 18, 2020. OTHER REPORTABLE COMPENSATION FOR MS. GIZMUNT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $3,082. GRANT, THOMAS H. TRUSTEE - BETH ISRAEL LAHEY HEALTH TRUSTEE LAHEY HEALTH SHARED SERVICES GUPTA, YOGESH TRUSTEE - BETH ISRAEL LAHEY HEALTH HAO, YVONNE TRUSTEE AND VICE CHAIRMAN - BETH ISRAEL LAHEY HEALTH HERNANDEZ, RAFAEL TREASURER BETH ISRAEL LAHEY HEALTH O MR. HERNANDEZ BEGAN HIS POSITION AS TREASURER ON JULY 1, 2021. HORNIDGE, ANN-ELLEN TRUSTEE AND CHAIR - BETH ISRAEL LAHEY HEALTH HULBURT, JEFFREY FORMER CHIEF BUSINESS OFFICER BILH PERFORMANCE NETWORK JACOBS, HILARY C. PRESIDENT - BETH ISRAEL LAHEY BEHAVIORAL HEALTH TRUSTEE, BOARD CHAIR AND PRESIDENT CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE, BOARD CHAIR AND PRESIDENT HEALTH & EDUCATION HOUSING SERVICES. TRUSTEE, BOARD CHAIR (EX-OFFICIO) AND PRESIDENT NORTHEAST BEHAVIORAL HEALTH CORP OTHER REPORTABLE COMPENSATION FOR MS. JACOBS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $24,605. JICK, DANIEL J. TRUSTEE BETH ISRAEL LAHEY HEALTH DIRECTOR BETH ISRAEL DEACONESS MEDICAL CENTER MR. JICK'S TERM ON THE BIDMC BOARD ENDED ON SEPTEMBER 30, 2021. JOHNSON, M.D., M.S., FACP, ELIZABETH H. CHIEF MEDICAL OFFICER BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK CHIEF MEDICAL OFFICER - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. MS. JOHNSON INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $14,119. JOHNSON, PETER FORMER INTERIM SYSTEM CHIEF INVESTMENT OFFICER BETH ISRAEL LAHEY HEALTH FORMER VICE PRESIDENT AND CHIEF INFORMATION OFFICER LAHEY HEALTH SHARED SERVICES KATZ, J.D., JAMIE UNLESS OTHERWISE NOTED BELOW, MR, KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2021: GENERAL COUNSEL AND CLERK (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE AND CLERK (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. O TRUSTEE TERM ENDED DECEMBER 31, 2020 CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM 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 HOSPITALMILTON CLERK (EX-OFFICIO) COMMUNITY PHYSICIANS ASSOCIATION, INC. CLERK (EX-OFFICIO) BID-MILTON PHYSICIAN ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITALPLYMOUTH CLERK (EX-OFFICIO) JORDAN PHYSICIANS ASSOCIATES, INC. CLERK (EX-OFFICIO) THE JORDAN HEALTH SYSTEM CLERK (EX-OFFICIO) ANNA JAQUES HOSPITAL CLERK (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICE 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 & 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. D/B/A LAHEY HOSPITAL &MEDICAL CENTER 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 & RECOVERY SERVICES, INC. TRUSTEE AND CLERK HEALTH & EDUCATION HOUSING SERVICES, INC. CLERK (EX-OFFICIO) WINCHESTER HOSPITAL MR. KATZ SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. KATZ INCLUDES $225,000 WHICH WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $87,861. KERNDL, JOHN UNLESS OTHERWISE NOTED BELOW, MR. KERNDL HELD THE FOLLOWING POSITIONS BEGINNING APRIL 5, 2021 THROUGH SEPTEMBER 30, 2021: EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE AND TREASURER CAB HEALTH & RECOVERY SERVICES, INC. TREASURER (EX-OFFICIO) COMMUNITY PHYSICIAN ASSOCIATES, INC. TREASURER CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. TRUSTEE AND TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEM, 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) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TREASURER 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) AND TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND 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) AND TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TREASURER (EX-OFFICIO) ANNA JAQUES HOSPITAL TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITALMILTON, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITALNEEDHAM, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITALPLYMOUTH, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. MANAGING DIRECTOR AND TRUSTEE- BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC MANAGING DIRECTOR AND TREASURER (EX-OFFICIO) - 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | AS MENTIONED ABOVE MR. KERNDL SERVED IN THE POSITIONS DETAILED ABOVE BEGINNING ON APRIL 5, 2021. ACCORDINGLY, SINCE COMPENSATION IS REQUIRED TO BE REPORTED IN THIS FORM 990 FOR CALENDAR YEAR 2020 AND MR. KERNDL RECEIVED NO COMPENSATION FROM BETH ISRAEL LAHEY HEALTH OR ITS AFFILIATES DURING CALENDAR YEAR 2020, NO COMPENSATION IS REPORTED IN THIS FILING. KIMBALL, M.D., MPH, ALEXA B. UNLESS OTHERWISE NOTED BELOW, DR. KIMBALL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2021: PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) AND PRESIDENT ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) AND PRESIDENT LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. TRUSTEE BETH ISRAEL LAHEY HEALTH, INC. DIRECTOR (EX-OFFICIO), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. DIRECTOR (EX-OFFICIO) CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS MEDICAL CENTER DEPARTMENT OF PSYCHIATRY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. DIRECTOR RADIATION ONCOLOGY FOUNDATION MANAGING DIRECTOR AND CO-CHAIR- BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC MANAGING DIRECTOR, CO-CHAIR - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC PROFESSOR OF DERMATOLOGY HARVARD MEDICAL SCHOOL BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. KINGTON, M.D., RAYNARD TRUSTEE BETH ISRAEL LAHEY HEALTH DR. KINGTON'S TERM ON BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON DECEMBER 18, 2020. LAPING, KRISTINE CHIEF DEVELOPMENT OFFICER BETH ISRAEL LAHEY HEALTH OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. LAPING INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $74,936. OF THIS AMOUNT, $11,019 IS UNVESTED. LEWIS, M.D., STANLEY M. CHIEF STRATEGY OFFICER - BETH ISRAEL LAHEY HEALTH DR. LEWIS RETIRED FROM HIS POSITION HELD AT BILH AS WELL AS THE POSITIONS DESCRIBED BELOW ON JUNE 30, 2021. UNLESS NOTED BELOW, DR. LEWIS HELD EACH POSITION THROUGH HIS DATE OF RETIREMENT. MANAGING DIRECTOR BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC O POSITION STARTED JULY 1, 2021 MANAGING DIRECTOR BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC O REMAINED IN THIS POSITION AFTER RETIREMENT. TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE INC. TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - MOUNT AUBURN HOSPITAL ASSOCIATE PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. LEWIS SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2021 AND, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. LEWIS INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $94,332. INCENTIVE COMPENSATION FOR DR. LEWIS INCLUDES $225,000 WHICH WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION. LIESCHING, M.D., TIMOTHY TRUSTEE - BETH ISRAEL LAHEY HEALTH CHIEF MEDICAL OFFICER -- LAHEY CLINIC, INC. CHIEF MEDICAL OFFICER - LAHEY CLINIC FOUNDATION, INC. CHIEF MEDICAL OFFICER LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER OTHER REPORTABLE COMPENSATION FOR DR. LIESCHING INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $-7,528. LINDE, DOUGLAS T. TRUSTEE BETH ISRAEL LAHEY HEALTH LLOYD, PETER R. VICE PRESIDENT, CORPORATE FINANCE BETH ISRAEL LAHEY HEALTH VICE PRESIDENT CORPORATE FINANCE LAHEY HEALTH SHARED SERVICES LODGE, PAULINE M. SENIOR VICE PRESIDENT STRATEGIC PLANNING AND BUSINESS DEVELOPMENT BETH ISRAEL LAHEY HEALTH OTHER REPORTABLE COMPENSATION FOR MS. LODGE INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $25,173. 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), BOARD CHAIR (EX-OFFICIO), PRESIDENT (EX-OFFICIO); 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 O DR. LONGWORTH SAT ON THE WINCHESTER PHYSICIAN ASSOCIATES BOARD THROUGH OCTOBER 31, 2020.. MANAGING DIRECTOR, CO-CHAIR - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC. AS REQUIRED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR DR. LONGWORTH INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $102,529. MANDELL, M.D., JAMES TRUSTEE BETH ISRAEL LAHEY HEALTH MCCULLOUGH, M.D., DANIEL TRUSTEE - BETH ISRAEL LAHEY HEALTH MEDICAL DIRECTOR NORTHEAST MEDICAL PRACTICE, INC. MCKENNA, MARGARET TRUSTEE BETH ISRAEL LAHEY HEALTH NESTO, M.D., RICHARD UNLESS OTHERWISE NOTED BELOW, DR. NESTO HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2021: CHIEF MEDICAL OFFICER - BETH ISRAEL LAHEY HEALTH TRUSTEE (EX-OFFICIO, CEO DESIGNATE) ANNA JAQUES HOSPITAL TRUSTEE SEACOAST AFFILIATES GROUP PRACTICE TRUSTEE (EX-OFFICIO, CEO DESIGNATE) NORTHEAST HOSPITAL CORPORATION O SERVED AS CEO DESIGNATE THROUGH APRIL 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO, CEO DESIGNATE) WINCHESTER HEALTHCARE MANAGEMENT, INC. DIRECTOR - WINCHESTER PHYSICIAN ASSOCIATES (THROUGH DECEMBER 31, 2019) DIRECTOR, CONCORD SPECIALISTS, LLC PRESIDENT AND TRUSTEE NORTHEAST PROFESSIONAL REGISTRY OF NURSES O SERVED AS PRESIDENT AND TRUSTEE THROUGH DECEMBER 18, 2020 ALTHOUGH DR. NESTO SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. NESTO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $108,919. NORMAN, NANCY TRUSTEE - BETH ISRAEL LAHEY HEALTH O'HANLEY, RONALD TRUSTEE BETH ISRAEL LAHEY HEALTH |
| SCHEDULE J FOOTNOTES (CONTINUED): | ROWAN, MICHAEL UNLESS OTHERWISE NOTED BELOW, MR. ROWAN HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2021: EXECUTIVE VICE PRESIDENT, HOSPITAL AND AMBULATORY SERVICES - BETH ISRAEL LAHEY HEALTH, INC. MANAGING DIRECTOR - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC TRUSTEE (EX-OFFICIO, CEO DESIGNATE) BETH ISRAEL LAHEY HEALTH PHARMACY, INC. F/K/A BIDMC PHARMACY O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON JANUARY 1, 2021 WHEN ENTITY NAME CHANGED TO BETH ISRAEL LAHEY HEALTH PHARMACY TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITALMILTON, INC. O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON APRIL 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITALPLYMOUTH, INC. O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON APRIL 1, 2021 TRUSTEE (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITALNEEDHAM, INC. O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON JULY 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - NEW ENGLAND BAPTIST HOSPITAL O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON JULY 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - NORTHEAST HOSPITAL CORPORATION O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON APRIL 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) COMMUNITY PHYSICIANS ASSOCIATES, INC. O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON APRIL 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - THE JORDAN HEALTH SYSTEMS, INC. O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON APRIL 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - JORDAN PHYSICIAN ASSOCIATES, INC. O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON APRIL 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - BID - MILTON PHYSICIAN ASSOCIATES, INC. O COMMENCED POSITION AS TRUSTEE (EX-OFFICIO) CEO DESIGNATE ON APRIL 1, 2021 MR. ROWAN SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. ROWAN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $68,254. OF THIS AMOUNT, $46,556 IS UNVESTED AS OF SEPTEMBER 30, 2021. SHEEHAN, RN, MSN, JAYNE SENIOR VICE PRESIDENT MUSCULOSKELETAL NETWORK DEVELOPMENT BETH ISRAEL LAHEY HEALTH AND NEW ENGLAND BAPTIST HOSPITAL OTHER REPORTABLE COMPENSATION FOR MS. SHEEHAN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $26,324. SHORETT, PETER CHIEF INTEGRATION AND STRATEGY OFFICER BETH ISRAEL LAHEY HEALTH TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE O TERM BEGAN JULY 1, 2021 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) MOUNT AUBURN HOSPITAL O TERM BEGAN JULY 1, 2021 OTHER REPORTABLE COMPENSATION FOR MR. SHORETT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $11,659. SULLIVAN, M.D., MARY ANNA TRUSTEE - BETH ISRAEL LAHEY HEALTH SZABO, M.D., PHD., HON., SCD., GYONGYI CHIEF ACADEMIC OFFICER BETH ISRAEL LAHEY HEALTH DIRECTOR (EX-OFFICIO) AND CHIEF ACADEMIC OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER TRUSTEE (EX-OFFICIO) BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. O DR. SZABO COMMENCED HER POSITION ON THE BAIM BOARD ON JANUARY 27, 2021 TABB, M.D., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2021: 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 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, 2021, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 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, 2021. 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. TANDON, MANU CHIEF INFORMATION OFFICER BETH ISRAEL LAHEY HEALTH OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. TANDON INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $74,932. OF THIS AMOUNT, $33,987 IS UNVESTED. VALLETTA, ROBERT TRUSTEE - BETH ISRAEL LAHEY HEALTH WALSH, JANE TRUSTEE - BETH ISRAEL LAHEY HEALTH TRUSTEE AND BOARD CHAIR WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE AND BOARD CHAIR WINCHESTER HOSPITAL |
| SCHEDULE J FOOTNOTES (CONTINUED): | CLOUGH, JEANETTE G. UNLESS OTHERWISE NOTED BELOW, MS. CLOUGH HELD THE FOLLOWING POSITIONS UNTIL HER RETIREMENT ON JUNE 30, 2021: TRUSTEE (EX-OFFICIO) AND PRESIDENT MOUNT AUBURN HOSPITAL PRESIDENT MOUNT AUBURN PROFESSIONAL SERVICES MANAGING DIRECTOR - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC ALTHOUGH MS. CLOUGH SERVED IN THE POSITIONS ABOVE UNTIL HER RETIREMENT ON JUNE 30, 2021, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. CLOUGH INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $216,902. HEALY, PETER UNLESS OTHERWISE NOTED BELOW, MR. HEALY HELD THE POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2021. PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION MANAGING DIRECTOR, CO-CHAIR - BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC MANAGING DIRECTOR - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC MR. HEALY SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. HEALY INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $131,413. OF THIS AMOUNT, $22,833 IS UNVESTED AS OF SEPTEMBER 30, 2021. COUGHLIN, KEVIN OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. COUGHLIN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $73,182. OF THIS AMOUNT, $10,129 IS UNVESTED. GOLDSTEIN, MARK UNLESS OTHERWISE NOTED BELOW, MR. GOLDSTEIN HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2021. TRUSTEE (EX-OFFICIO), PRESIDENT ANNA JAQUES HOSPITAL TRUSTEE (EX-OFFICIO), PRESIDENT MEMBER ANNA JAQUES COMMUNITY HEALTH FOUNDATION PRESIDENT AND TRUSTEE SEACOAST AFFILIATED GROUP PRACTICE, INC. ALTHOUGH MR. GOLDSTEIN SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2020 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. GOLDSTEIN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $94,491. OF THIS AMOUNT, $47,626 IS UNVESTED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 PRIMARY MISSION: | BETH ISRAEL LAHEY HEALTH'S MISSION IS TO SUPPORT ITS AFFILIATES AND THOSE AFFILIATES' MISSIONS TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. BILH STRIVES TO ACCOMPLISH THIS MISSION BY PROVIDING SERVICES TO ITS AFFILIATES WHICH SUPPORT THE DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO ACCESS SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE. |
| PART III, LINE 1, PRIMARY MISSION: | BETH ISRAEL LAHEY HEALTH'S MISSION IS TO SUPPORT ITS AFFILIATES AND THOSE AFFILIATES' MISSIONS TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. BILH STRIVES TO ACCOMPLISH THIS MISSION BY PROVIDING SERVICES TO ITS AFFILIATES WHICH SUPPORT THE DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO ACCESS SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE. |
| PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | BETH ISRAEL LAHEY HEALTH (BILH) IS THE PARENT AND A SUPPORT ORGANIZATION OF THE BILH NETWORK OF AFFILIATES. THE NETWORK COMPRISES AN INTEGRATED HEALTH CARE DELIVERY SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM INCLUDES ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 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 PERFORMANCE NETWORK (BILHPN) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC). THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. AS A SUPPORT ORGANIZATION OF THESE ENTITIES, BILH PROVIDES CENTRALIZED SERVICES AND SUPPORT TO ITS AFFILIATES IN AREAS SUCH AS MANAGEMENT, STRATEGIC PLANNING, HUMAN RESOURCES AND BENEFITS, DEVELOPMENT AND FUNDRAISING, LEGAL SERVICES, FINANCE, TREASURY, INVESTMENT, INSURANCE, COMPLIANCE AND TAXATION AS WELL AS PATIENT CARE CONTRACTING AND OTHER SERVICES. BILH'S SUPPORT OF ITS AFFILIATES ENABLES THE NETWORK AS A WHOLE TO ACCOMPLISH ITS PRIMARY MISSION OF IMPROVING THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. BILH STRIVES TO ACCOMPLISH THIS MISSION BY DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO USE SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE AND BILH IS ACCOMPLISHING THIS GOAL BY PROVIDING SUPPORT TO EACH OF ITS AFFILIATES, PROVIDING AN ORGANIZATIONAL STRUCTURE AND OPERATING MODEL WHICH IS DRIVEN BY FOUR DEEPLY INTERCONNECTED DOMAINS DESIGNED TO ADVANCE MEANINGFUL PARTNERSHIPS ACROSS ORGANIZATIONS, CARE SETTINGS, SPECIALTIES, AND GEOGRAPHIES TO ENSURE BILH PATIENTS RECEIVE THE CARE THEY NEED IN THE COMMUNITIES WHERE THEY LIVE AND WORK. BILH IS DELIVERING ON THE PROMISE TO BILH PATIENTS AND COMMUNITIES TO EXPAND ACCESS AND PROVIDE EXTRAORDINARY CARE, WHILE ALSO ADVANCING MEDICINE THROUGH DISCOVERY AND EDUCATION. BILH IS ACCOMPLISHING THIS MISSION BY PROVIDING SUPPORT TO ITS AFFILIATES WHICH INCLUDE: 1. A PHYSICIAN ENTERPRISE THAT ENCOMPASSES THE SYSTEM'S NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS LOCATED THROUGHOUT OUR REGION; 2. A HOSPITAL AND AMBULATORY SERVICES GROUP THAT INCLUDES WORLD-CLASS ACADEMIC MEDICAL CENTERS AND TEACHING HOSPITALS WITH AFFILIATIONS WITH HARVARD MEDICAL SCHOOL AND TUFTS UNIVERSITY SCHOOL OF MEDICINE; LEADING COMMUNITY HOSPITALS; A RENOWNED ORTHOPEDICS HOSPITAL; AND COMPREHENSIVE AMBULATORY CENTERS; 3. A POPULATION HEALTH ENTERPRISE THAT EMBRACES A NEW MODEL OF CARE TO IMPROVE THE HEALTH OF ALL THOSE SERVED BY BILH; THE POPULATION HEALTH DOMAIN INCLUDES THE SYSTEM'S CLINICALLY INTEGRATED NETWORK OF AFFILIATED PROVIDERS AND VITAL SERVICES, INCLUDING BEHAVIORAL HEALTH AND HOME CARE SERVICES; 4. A ROBUST NETWORK OF ADMINISTRATIVE AND OPERATIONAL SERVICES TO ADVANCE STRATEGIC GOALS, BOTH LOCALLY AND AT THE SYSTEM LEVEL, THAT OFFERS EXPERTISE AND STANDARDIZED RESOURCES BASED ON BEST PRACTICES. IN ADDITION TO THE PROGRAM SERVICE ACCOMPLISHMENTS NOTED ABOVE, THE BILH NETWORK HAD SIGNIFICANT ACTIVITIES ACROSS ENTITIES RELATED TO BOTH BEHAVIORAL HEALTH AND ITS RESPONSE TO THE ONGOING COVID-19 PANDEMIC. 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. |
| PART III, LINE 4A - CONTINUED | 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. BETH ISRAEL LAHEY HEALTH'S COVID-19 PANDEMIC RESPONSE AS IN THE PRIOR YEAR, BETH ISRAEL LAHEY HEALTH'S ("BILH") HOSPITALS AND OTHER PATIENT CARE ORGANIZATIONS EXPENDED SIGNIFICANT TIME AND RESOURCES ACROSS FY 2021 IN THEIR CONTINUED EFFORTS TO RESPOND TO THE COVID-19 PANDEMIC. IN ADDITION TO PROVIDING COVID-19 TESTING AND TREATMENT, THE HEALTH SYSTEM INITIATED PATIENT AND STAFF VACCINATION EFFORTS IN FY 2021, REACHING OUT TO 1.3 MILLION PATIENTS USING A MULTICHANNEL, MULTILINGUAL APPROACH AND ULTIMATELY DELIVERING OVER 400,000 VACCINE DOSES. THE SYSTEM SUCCESSFULLY UNDERTOOK THESE EFFORTS WHILE ALSO NAVIGATING UNPRECEDENTED FINANCIAL AND OPERATIONAL CHALLENGES STEMMING FROM THE PANDEMIC, INCLUDING ONGOING WORKFORCE DISRUPTION AND A DECLINE IN PATIENT VOLUME DUE TO THE CURTAILMENT OF ELECTIVE SERVICES AND STAFFING CHALLENGES. HIGHLIGHTS OF THE SYSTEM'S PANDEMIC RESPONSE IN FY 2021 INCLUDE: STAFF TESTING, VACCINATION, AND SUPPORT IN NOVEMBER 2020, BILH IMPLEMENTED A PROGRAM TO PROVIDE ITS 36,000 EMPLOYEES WITH ACCESS TO ONSITE, VOLUNTARY, AND FREE-OF-CHARGE COVID-19 PCR TESTING, EVEN IF THEY HAD NO KNOWN EXPOSURE OR SYMPTOMS. IN ADDITION TO SERVING AS AN IMPORTANT ELEMENT TO CONTAIN COMMUNITY SPREAD OF COVID-19, THIS EFFORT BOOSTED BILH STAFF MORALE AND CONFIDENCE DURING THIS CHALLENGING PERIOD. IN DECEMBER 2020, BILH STOOD UP STAFF VACCINATION SITES AT ITS LOCAL HOSPITALS, ULTIMATELY DELIVERING 70,000 VACCINE DOSES TO ITS WORKFORCE IN FY 2021. THE SYSTEM TOOK PROGRESSIVE MEASURES AROUND EMPLOYEE PAID TIME OFF TO SUPPORT VACCINATION EFFORTS AS WELL AS FAMILY CARE NEEDS AND TIME MISSED DUE TO COVID-19 ILLNESS OR TESTING. IN THE SUMMER OF 2021, BILH COMMUNICATED THAT COVID-19 AND FLU VACCINE WOULD BE REQUIRED AS A CONDITION OF EMPLOYMENT; THE COVID-19 VACCINATION DEADLINE WAS SUCCESSFULLY COMPLETED ON OCTOBER 31, 2021. BILH OPERATIONALIZED A CENTRALIZED CALL CENTER TO SUPPORT STAFF WITH SYMPTOM REPORTING, COVID-19 TESTING, AND RETURN-TO-WORK PROCESSES. THE CALL CENTER ENSURED CONVENIENT AND ACCESSIBLE INFORMATION FOR A WORKFORCE SPREAD THROUGHOUT EASTERN MASSACHUSETTS. AT ITS PEAK, THE CENTRALIZED CALL CENTER HANDLED OVER 1,000 PHONE CALLS PER DAY. PATIENT VACCINATION NEARLY IMMEDIATELY UPON RECEIVING VACCINE SUPPLY THAT COULD BE USED FOR PATIENTS, BILH OPENED AND OPERATED 10 VACCINE ADMINISTRATION SITES ACROSS EASTERN MASSACHUSETTS. THE LOCATIONS WERE SELECTED BASED ON SEVERAL CRITERIA, INCLUDING PROXIMITY TO HARD-HIT COMMUNITIES AND EASE OF ACCESS IN TERMS OF TRANSPORTATION. THIS WAS A SIGNIFICANT LOGISTICAL FEAT IN LIGHT OF THE SHIFTING FORECASTS IN VACCINE SUPPLY AND SPECIAL HANDLING REQUIRED FOR THE PFIZER VACCINE. BILH DEVELOPED ITS OWN VACCINATION SCHEDULING TOOL, COVAX, TO SUPPORT STAFF AND PATIENT VACCINATION EFFORTS. THIS TOOL ENABLED BILH TO IDENTIFY PATIENTS ELIGIBLE FOR VACCINATION BASED ON STATE GUIDELINES, SCHEDULE APPOINTMENTS, AND TRACK VACCINATION ACTIVITY. BILH LED A TARGETED CAMPAIGN TO SUPPORT HEALTH EQUITY BY PRIORITIZING FOR VACCINATION BILH PATIENTS WHO RESIDED IN A COMMUNITY OR TOWN IDENTIFIED AS HAVING AMONG THE HIGHEST CUMULATIVE INCIDENCE OF COVID-19 WITHIN THE STATE OF MASSACHUSETTS. BILH ALSO COORDINATED WITH MULTIPLE COMMUNITY HEALTH CENTERS TO PROVIDE THEIR PATIENTS WITH PRIORITY ACCESS TO VACCINATION APPOINTMENTS. DUE TO THESE EFFORTS, BETH ISRAEL DEACONESS CARE ORGANIZATION ("BIDCO"), AN ACCOUNTABLE CARE ORGANIZATION ("ACO") WITHIN BILH, HAD THE HIGHEST COVID-19 VACCINATION RATE FOR MEDICAID MEMBERS AMONG ALL MEDICAID ACOS IN THE STATE. BILH ESTABLISHED THE COVID-19 HEALTH EQUITY ADVISORY COUNCIL ("THE COUNCIL") WITH A GOAL TO ADDRESS HEALTH DISPARITIES BROUGHT ON BY THE PANDEMIC, LANGUAGE BARRIERS, AND OTHER SOCIAL DETERMINANTS OF HEALTH. ITS MEMBERSHIP INCLUDED KEY BILH STAKEHOLDERS AND COMMUNITY HEALTH CENTER CHIEF MEDICAL OFFICERS. AS PART OF ITS RESPONSIBILITY, THE COUNCIL REVIEWED THE SYSTEM'S VACCINE ROLLOUT STRATEGY, INCLUDING THE PATIENT PRIORITIZATION AND SCHEDULING STRATEGY, CALL CENTER MODEL, VACCINE SITE LOCATION AND OPERATING MODEL, AND STAFF RESOURCES TO HELP COMMUNICATE AND ENGAGE WITH PATIENTS ABOUT VACCINE INFORMATION, CONCERNS, AND HESITANCY. TESTING IN FY 2021, BILH PERFORMED OVER 600,000 COVID-19 TESTS ACROSS ITS 10 HOSPITAL LABORATORIES FOR PATIENTS, HEALTHCARE PERSONNEL, AND OTHER PARTNERS, SUCH AS COMMUNITY HEALTH CENTERS AND CORRECTIONAL FACILITIES. IN JANUARY 2021, LAHEY HOSPITAL & MEDICAL CENTER BEGAN TESTING ON HIGH-THROUGHPUT THERMO FISHER INSTRUMENTS, GREATLY INCREASING THE SYSTEM'S CAPACITY FOR SAME-DAY TEST RESULTS. THESE INSTRUMENTS ALSO PROVIDED BACK-UP CAPACITY FOR OTHER LABS IN THE COMMUNITY, WHICH WERE EXPERIENCING HIGH VOLUME. THE THERMO FISHER INSTRUMENTS ADDED THE ABILITY TO RAPIDLY DETECT POTENTIAL COVID-19 VARIANTS (S-GENE DROPOUTS), A PROCESS PREVIOUSLY ONLY AVAILABLE THROUGH THE MASSACHUSETTS STATE LABORATORY. EVENTUALLY, BILH IMPLEMENTED SPECIFIC VARIANT PCR (POLYMERASE CHAIN REACTION) TESTING OF PATIENT SPECIMENS TO IDENTIFY SPECIFIC VARIANTS AND BETTER GUIDE DEVELOPMENT OF INFECTION PREVENTION RECOMMENDATIONS AND APPROPRIATE MONOCLONAL ANTIBODY TREATMENT SELECTION. THE SYSTEM MAINTAINED EIGHT DRIVE-THROUGH COVID-19 TESTING SITES ACROSS EASTERN MASSACHUSETTS TO ENABLE EASY ACCESS FOR PATIENTS AND STAFF, INCLUDING A STATE-SPONSORED "STOP THE SPREAD" SITE IN CHELSEA, MA. BILH PRIMARY CARE MADE POINT-OF-CARE COVID-19 TESTING AVAILABLE TO ITS PATIENTS IN APPROXIMATELY 20 PRACTICE SITES (25% OF TOTAL SITES) SPREAD THROUGHOUT BILH'S SERVICE AREA. |
| INFECTION PREVENTION AND PERSONAL PROTECTIVE EQUIPMENT EFFORTS | THROUGHOUT FY 2021, BILH INFECTION PREVENTION AND SUPPLY CHAIN STAFF CONTINUED TO PARTNER ON PROCURING PERSONAL PROTECTIVE EQUIPMENT ("PPE") AND OTHER RELATED SUPPLIES AND REPLENISHING BILH'S PANDEMIC SUPPLY WAREHOUSE. THIS ENSURED THE SYSTEM HAD AT LEAST 90 DAYS OF INVENTORY ON HAND FOR THE HIGHEST-UTILIZED PRODUCTS, SUCH AS GLOVES, GOWNS, FACEMASKS, AND EYE AND FACE SHIELDS. IN FY 2021, BILH SUPPLY CHAIN AND INFECTION PREVENTION COORDINATED A RESPIRATOR (N95 OR EQUIVALENT) FIT TESTING PROGRAM WITH A VENDOR TO FIT TEST MORE THAN 20,000 BILH EMPLOYEES TO BOTH DISPOSABLE AND REUSABLE RESPIRATORS. THIS UNIQUE PROGRAM INCORPORATING REUSABLE RESPIRATORS ENSURED THAT BILH STAFF WOULD NOT BE SUBJECT TO FLUCTUATIONS IN SUPPLY CHAIN DURING FUTURE WAVES OF COVID-19 OR OTHER RESPIRATORY VIRAL ILLNESSES AND MITIGATED WASTE RELATED TO DISPOSABLE RESPIRATORY PROTECTION. THROUGHOUT FY 2021, BILH INFECTION PREVENTION DEVELOPED AND UPDATED CLINICAL AND OPERATIONAL GUIDANCE INCLUDING POLICIES, TOOLS, AND EDUCATIONAL MATERIALS TO SUPPORT THE PREVENTION OF TRANSMISSION OF COVID-19. FOR EXAMPLE, BILH INFECTION PREVENTION DEVELOPED STAFF EDUCATION ON COVID-19 PREVENTION TO MEET THE OSHA COVID-19 EMERGENCY TEMPORARY STANDARD FOR USE BY ALL HOSPITAL/BUSINESS UNITS; CREATED SCREENING TOOLS FOR USE AT ALL POINTS OF ENTRY FOR PATIENTS AND VISITORS AND UPDATED CRITERIA AS NEEDED BASED ON LOCAL AND NATIONAL GUIDANCE; AND, UPDATED POLICIES FOR PREOPERATIVE AND PRE-PROCEDURAL TESTING AND PPE. TREATMENT BILH HOSPITALS CONTINUED TO PROVIDE TREATMENT TO ADMITTED PATIENTS WITH COVID-19, USING TREATMENTS AUTHORIZED FOR USE AT THE TIME. LEADERS ACROSS BILH HOSPITALS CONTINUED TO MEET AND SHARE INFORMATION TO ALLOW FOR APPROPRIATE RESOURCE ALLOCATION AND LOAD BALANCING TO ENSURE BILH WAS ABLE TO MEET PATIENT DEMAND. IN FY 2021, BILH BEGAN TO MAKE AVAILABLE TO AMBULATORY PATIENTS COVID-19 THERAPEUTICS (INTRAVENOUS MONOCLONAL ANTIBODIES AND REMDESEVIR) AND PROPHYLAXIS (EVUSHELD), WITH THESE EFFORTS EXPANDING ACROSS 2022. SAFETY NET AFFILIATE SUPPORT IN ORDER TO ENHANCE SITUATIONAL AWARENESS AND THE HEALTH SYSTEM'S UNDERSTANDING OF THE PANDEMIC'S IMPACT ON ITS SAFETY NET AFFILIATES ("SNAS"), BILH INCLUDED ITS SNAS IN DAILY HUDDLES AND INCIDENT COMMAND MEETINGS. THESE COLLABORATIVE FORUMS ENABLED BILH TO PROVIDE TARGETED, CONSISTENT SUPPORT, INCLUDING DISCUSSIONS ON PATIENT TRANSFER AVAILABILITY AND BED CAPACITY ACROSS BILH. THROUGH ITS COMMITMENT TO SUPPORTING LOCAL COMMUNITIES DEVASTATED BY THE PANDEMIC, BILH DONATED $410,000 TO COMMUNITY GROUPS LOCATED IN BROCKTON AND $600,000 TO THE CITY OF CHELSEA TO AID IN ADDRESSING PROBLEMS CREATED OR EXACERBATED BY THE PANDEMIC, INCLUDING TEMPORARY HOUSING FOR EVICTED PATRONS AND FOOD INSECURITY DUE TO LOSS OF INCOME. UNDERPINNING THESE MANY INITIATIVES WERE VARIOUS MULTI-ENTITY, INTERDISCIPLINARY COMMITTEES AND DATA COLLECTION EFFORTS TO ENSURE THAT BILH WAS PROACTIVELY MONITORING THE TRAJECTORY OF THE PANDEMIC AND NIMBLY PLANNING THE SYSTEM'S RESPONSE. THE HEALTH SYSTEM'S EFFORTS SPANNED THE CLINICAL CARE CONTINUUM, FROM PRIMARY CARE TO POST-ACUTE CARE, AS WELL AS BOTH CLINICAL AND ADMINISTRATIVE DEPARTMENTS, FROM INFECTIOUS DISEASE AND NURSING TO HUMAN RESOURCES AND INFORMATION SERVICES. BILH SUCCESSFULLY MARSHALLED ITS RESOURCES THROUGHOUT THE SYSTEM TO SERVE AS ONE OF THE PRIMARY HUBS FOR COVID-19 RELATED CARE IN MASSACHUSETTS. |
| FORM 990, PART IV, LINE 12 AND 12A: | THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2021 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 V, QUESTION 7G: | BETH ISRAEL LAHEY HEALTH, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899 |
| FORM 990, PART V, QUESTION 7H: | BETH ISRAEL LAHEY HEALTH, 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 B, LINE 11B | THIS FORM 990 IS REVIEWED BY THE EXECUTIVE VP AND CFO OF BETH ISRAEL LAHEY HEALTH, INC., THE TAX DIRECTOR OF BETH ISRAEL LAHEY HEALTH, INC. (BILH) AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BETH ISRAEL LAHEY HEALTH, INC. BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BETH ISRAEL LAHEY HEALTH, 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 BETH ISRAEL LAHEY HEALTH, 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 BETH ISRAEL LAHEY HEALTH, INC. IS PROVIDED TO THE BETH ISRAEL LAHEY HEALTH, 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 BETH ISRAEL LAHEY HEALTH, 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 BETH ISRAEL LAHEY HEALTH, INC. BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR BETH ISRAEL LAHEY HEALTH, 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 | BETH ISRAEL LAHEY HEALTH, 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 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215 |
| FORM 990, PART VI, LINE 15 | 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, 2021, COMPENSATION REPORTED HEREIN IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO THE MARCH 1, 2019 BILH EMPLOYEES MAY HAVE RECEIVED COMPENSATION FROM ANOTHER ENTITY WITHIN THE NETWORKS WHICH JOINED TO CREATE THE BILH NETWORK. EACH OF THOSE ENTITIES 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 IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 19,915,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,915,539. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 21,886,124. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,886,124. |
| FORM 990, PART XI, LINE 9: | TRANSFER (TO) FROM FUND BALANCE TRANSFER 14,900,000. TRANSFER TO AFFILIATES INSURANCE INCOME INCLUSION OFFSET -964,042. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|
| BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC | |||||||||
| 247 STATION DRIVE DUITE NW1 | WESTWOOD | MA | 02090 | 841912872 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $38,803,000 | BETH ISRAEL LAHEY HEALTH INC | |
| LAHEY CLINICAL PERFORMANCE NETWORK LLC | |||||||||
| 701 EDGEWATER PLACE SUITE 420 | WAKEFIELD | MA | 01880 | 273336906 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $13,496,000 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC | |
| LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION LLC | |||||||||
| 701 EDGEWATER PLACE SUITE 420 | WAKEFIELD | MA | 01880 | 455449249 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $8,323,000 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC | |
| BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION LLC | |||||||||
| 247 STATION DRIVE DUITE NW1 | WESTWOOD | MA | 02090 | 043426253 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $26,398,000 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC | $22,933,000 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (58 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 | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 464371382 | SUPPORT | MA | 501(C)(3) | 7 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| ANNA JAQUES HOSPITAL | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01950 | 042104338 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | 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 AVENUE | BOSTON | MA | 02215 | 043521077 | SCIENTIFIC & MEDICAL RESEARCH | MA | 501(C)(3) | 7 | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL ANAESTHESIA FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042997215 | 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 COMMUNITY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(3) | 7 | Yes (1) | N/A | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 364803234 | 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 MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043079630 | 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 NEONATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 208253452 | 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 NEUROLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043030397 | 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 ORTHOPAEDIC SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS | MA | 501(C)(3) | 12A, I | HEALTH AND EDUCATION HOUSING SERVICES INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 020671240 | 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 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 STREET | 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 STREET | 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 CORPORATION | ||||||||||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043200113 | SUPPORT | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042794855 | 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 MEDICAL CENTER INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | 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) | ||||||
| BID PHYSICIAN ORGANIZATION LLC DBA BID CARE ORGANIZATON LLC | ||||||||||||||||
| 247 STATION DRIVE NW 1 | WESTWOOD | MA | 02186 | 043426253 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| BETH ISRAEL DERMATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043117601 | 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 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 LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH INC | ||||||||||||||||
| 20 UNIVERSITY ROAD | CAMBRIDGE | MA | 02138 | 832671600 | SUPPORT | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | ||||||
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF INC | ||||||||||||||||
| 199 REEDSDALE ROAD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| BIH PATHOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 222548374 | 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) | ||||||
| BIH RADIOLOGIC FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | 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 | ||||||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 473111453 | ALL ASSET AND LIAB. OF CPHCH WERE TRANSFERRED TO NPRN ON 9/30/2020. | MA | 501(C)(3) | 12A, I | NORTHEAST PROFESSIONAL REGISTRY OF NURSES | 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 EDUCATION PROGRAM INC DBA BID-DEPT OF PSYCHIATRY FOUNDATION | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043242952 | 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) | ||||||
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | 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 & 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 STREET | 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 | ||||||||||||||||
| FUNDRSG ORG | 0 | N/A | 130 KING STREET WEST | TORONTO | ONTARIO | CA | CA | |||||||||
| LAHEY CLINIC FOUNDATION INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042323457 | SUPPORT | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITAL & MEDICAL CENTER) | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704686 | HEALTHCARE | MA | 501(C)(3) | 3 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY CLINIC INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704683 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY HEALTH SHARED SERVICES INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 043178972 | ADMINISTRATION | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | 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 BID HEALTHCARE | ||||||||||||||||
| 464 HILLSIDE AVENUE | NEEDHAM | MA | 02492 | 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 STREET | 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 STREET | 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 AVENUE | 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 AVENUE | 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 | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042777145 | HEALTHCARE | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST HEALTH SYSTEM INC | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043240453 | SUPPORT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| NORTHEAST HOSPITAL CORPORATION | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST MEDICAL PRACTICE INC | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST HOSPITAL CORPORATION | Yes (1) | ||||||
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME | ||||||||||||||||
| 600 CUMMINGS CENTER | BEVERLY | MA | 01915 | 201287349 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST SENIOR HEALTH CORPORATION | Yes (1) | ||||||
| NORTHEAST SENIOR HEALTH CORPORATION | ||||||||||||||||
| 600 CUMMINGS CENTER | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| SEACOAST AFFILIATED GROUP PRACTICE INC | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01915 | 043485648 | PHYSICIAN GROUP | MA | 501(C)(3) | 10 | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| SEACOAST NURSING AND REHABILITATION CENTER INC | ||||||||||||||||
| 302 WASHINGTON STREET | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01950 | 043318952 | FUNDRSG ORG | MA | 501(C)(3) | 12A, I | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| THE JORDAN HEALTH SYSTEMS INC | ||||||||||||||||
| 275 SANDWICH STREET | 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 AVENUE | WINCHESTER | MA | 01890 | 223137856 | ACO | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
| WINCHESTER HEALTHCARE MANAGEMENT INC | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 222701817 | MANAGEMENT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 018900000 | 042104434 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL FOUNDATION INC | ||||||||||||||||
| 39 DOUBLET HILL ROAD | WESTON | MA | 02493 | 043399570 | SUPPORT | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 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 |
| CAREGROUP CLINICAL RESEARCH LLC | |||||||||
| 20 OVERLAND STREET SUITE 514 | BOSTON | MA | 02215 | 300228711 | TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP | MA | N/A | 0 | 0 |
| BILH INVESTMENT PARTNERSHIP LLP FKA CAREGROUP INVESTMENT PARTNERSHIP LLP | |||||||||
| 20 OVERLAND STREET SUITE 514 | BOSTON | MA | 02215 | 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 |
| RADIATION THERAPY OF WINCHESTER LLC | |||||||||
| 700 CONGRESS ST SUITE 204 | QUINCY | MA | 02169 | 205330549 | MRI 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 |
| HAVERHILL MOB LLC | |||||||||
| 50 CHESTNUT ST | NEEDHAM | MA | 02492 | 812856118 | MEDICAL OFFICE BUILDING | MA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC | |||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 161744477 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| HUNTINGFIELD CORPORATION | |||||||||||||
| C/O LAHEY CLINIC FOUNDATION INC 41 | BURLINGTON | MA | 01805 | 454047430 | TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS. | DE | N/A | C | Yes (1) | ||||
| JORDAN COMMUNITY ACO INC | |||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 454047430 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH | MA | N/A | C | Yes (1) | ||||
| LAHEY CLINIC INSURANCE CO LTD | |||||||||||||
| INSURANCE | N/A | C | Yes (1) | 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 | Yes (1) | ||||
| NORTHEAST PROPRIETARY CORP | |||||||||||||
| 100 POWERS STREET | BEVERLY | MA | 01915 | 042855191 | MEDICAL SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||||||||||
| 611 MAIN STREET | WINCHESTER | MA | 01890 | 042932059 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043262963 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (28 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||
| P | $28,751,939 | FMV |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||
| Q | $103,989,784 | FMV |
| MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE | ||
| P | $3,079,059 | FMV |
| MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE | ||
| Q | $3,317,757 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC | ||
| P | $3,251,801 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC | ||
| Q | $7,300,932 | FMV |
| LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITAL & MEDICAL CENTER) | ||
| Q | $89,093,469 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| Q | $6,960,675 | FMV |
| LAHEY CLINIC INC | ||
| P | $113,297,308 | FMV |
| LAHEY CLINIC INC | ||
| Q | $57,748,937 | FMV |
| MOUNT AUBURN HOSPITAL | ||
| P | $24,738,716 | FMV |
| MOUNT AUBURN HOSPITAL | ||
| Q | $30,608,714 | FMV |
| NORTHEAST HOSPITAL CORPORATION | ||
| P | $1,711,343 | FMV |
| NORTHEAST HOSPITAL CORPORATION | ||
| Q | $27,636,505 | FMV |
| WINCHESTER HOSPITAL | ||
| P | $666,378 | FMV |
| WINCHESTER HOSPITAL | ||
| Q | $20,290,132 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC | ||
| P | $28,636,680 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC | ||
| Q | $1,032,977 | FMV |
| NEW ENGLAND BAPTIST HOSPITAL | ||
| P | $192,703 | FMV |
| NEW ENGLAND BAPTIST HOSPITAL | ||
| Q | $28,708,291 | FMV |
| ANNA JAQUES HOSPITAL | ||
| P | $30,596 | FMV |
| ANNA JAQUES HOSPITAL | ||
| Q | $12,458,062 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL MILTON INC | ||
| P | $862,835 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL MILTON INC | ||
| Q | $12,559,174 | FMV |
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||
| Q | $3,515,211 | FMV |
| NORTHEAST SENIOR HEALTH CORPORATION | ||
| Q | $2,608,712 | FMV |
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE | ||
| Q | $5,426,259 | FMV |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||
| Q | $1,193,391 | FMV |