WINCHESTER HOSPITAL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINCHESTER HOSPITAL (EIN 04-2104434)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-16
- IRS object ID
- 202112289349304286
- Schema version
- 2019v5.2
- 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 C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T22:02:45-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINCHESTER HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINC | BusinessNameControlTxt |
| Phone | 7817449536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 HIGHLAND AVENUE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018900000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW J WOODS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7817449536 | PhoneNum |
| Signature | 2021-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR RICHARD WEINER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 HIGHLAND AVENUE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018900000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $299,721,668 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINCHESTERHOSPITAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF WINCHESTER HOSPITAL IS "TO CARE. TO HEAL. TO EXCEL." THIS ETHOS PROVIDES EACH AND EVERY STAFF MEMBER WITH CLEAR EXPECTATIONS, PROMOTING TEAMWORK AND RESPECT WHILE ENSURING SAFETY, QUALITY AND EMPATHY FOR PATIENTS. WINCHESTER HOSPITAL'S SUCCESS IS BASED ON THIS SHARED COMMITMENT TO EXCELLENCE. THE HOSPITAL AND ITS STAFF TAKE PRIDE IN OFFERING AN EXCEPTIONAL PATIENT CARE EXPERIENCE, PROVIDING SAFE, HIGH-QUALITY, COMMUNITY-BASED HEALTH CARE AND ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH ITS AFFILIATES IN THE BETH ISRAEL LAHEY HEALTH NETWORK WITH THE ULTIMATE GOAL OF IMPROVING THE HEALTH OF THE HOSPITAL'S PATIENTS AND THE COMMUNITIES SERVED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 2614 | TotalEmployeeCnt |
| Total Volunteers | 680 | TotalVolunteersCnt |
| Total Gross UBI | $4,651,565 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $296,724 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,115,366 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $281,262,984 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $269,304,309 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,449,439 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,148,317 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,120,543 | PYOtherRevenueAmt |
| CY Other Revenue | $3,130,123 | CYOtherRevenueAmt |
| PY Total Revenue | $287,832,966 | PYTotalRevenueAmt |
| CY Total Revenue | $298,698,115 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $170,309 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $107,494 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $135,503,512 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $137,283,534 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $144,024,757 | PYOtherExpensesAmt |
| CY Other Expenses | $141,345,599 | CYOtherExpensesAmt |
| PY Total Expenses | $279,698,578 | PYTotalExpensesAmt |
| CY Total Expenses | $278,736,627 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,134,388 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,961,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $449,193,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $501,799,446 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $152,061,918 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $182,156,768 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $297,131,490 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $319,642,678 | 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 | $118,108,018 | ExpenseAmt |
| Grant | $107,494 | GrantAmt |
| Revenue | $102,706,033 | RevenueAmt |
| Desc | OUTPATIENT SERVICESWINCHESTER HOSPITAL'S TREMENDOUS PRESENCE AND COMMITMENT IN THE COMMUNITY IS EXEMPLIFIED BY THE VARIOUS OUTPATIENT FACILITIES THROUGHOUT THE NORTH-OF-BOSTON AREA, INCLUDING WOBURN, STONEHAM, WILMINGTON AND MEDFORD.THE AMBULATORY SURGERY CENTER IN WINCHESTER IS A STATE-OF-THE-ART OUTPATIENT SURGERY CENTER OFFERING ADVANCED DAY SURGERY. THE CENTER FEATURES REDUCED WAIT TIMES FOR SURGICAL CARE, EXPANDED CAPACITY AND SERVICES TO ADDRESS PATIENT NEEDS, AND A FACILITY THAT WILL ALLOW FOR FUTURE EXPANSION. THE FACILITY IS ALSO HOME TO THE HOSPITAL'S CENTER FOR CANCER CARE, WHICH WAS CREATED BASED ON THE VISION TO DEVELOP A STATE-OF-THE ART, COMMUNITY-BASED CENTER DEDICATED TO AN INTEGRATED MODEL OF CANCER CARE. WINCHESTER HOSPITAL IS PROUD TO OFFER PATIENTS DIAGNOSED WITH CANCER EASY ACCESS TO THE MOST ADVANCED CLINICAL CARE IN AN ENVIRONMENT UNIQUELY DEDICATED TO MEETING THEIR MEDICAL AND EMOTIONAL NEEDS. DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2020, WINCHESTER HOSPITAL PERFORMED 2,325 SURGERIES AND HAD APPROXIMATELY 18,000 ONCOLOGY VISITS AT THE AMBULATORY CENTER.WINCHESTER HOSPITAL IN CONJUNCTION WITH THE MEDICAL STAFF PROVIDES OUTPATIENT PRIMARY CARE AS WELL AS ENDOSCOPIC, CHEMOTHERAPEUTIC AND CANCER MANAGEMENT, CARDIAC REHABILITATION AND DIABETES MANAGEMENT SERVICES, WOUND CARE AND HYPERBARIC PROGRAMS, AND SLEEP CLINIC SERVICES. WINCHESTER HOSPITAL ALSO OFFERS OCCUPATIONAL, PHYSICAL, AND SPEECH HEALTH SERVICES AND NUTRITIONAL COUNSELING. DIAGNOSTIC FACILITIES INCLUDE CT SCANNING, ULTRASOUND, MRI, MAMMOGRAPHY AND INTERVENTIONAL RADIOLOGY. ADDITIONALLY, THROUGH THE CENTER FOR HEALTHY LIVING, WINCHESTER HOSPITAL HELPS COMMUNITY MEMBERS TAKE RESPONSIBILITY FOR THEIR HEALTH AND WELLBEING BY OFFERING EDUCATION AND RESOURCES THAT FOCUS ON HEALTHY LIVING, YOGA, WELLNESS, AND CHILDBIRTH (INCLUDING LACTATION). DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2020, WINCHESTER HOSPITAL HAD APPROXIMATELY 337,000 OUTPATIENT ENCOUNTERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,154,577 | ExpenseAmt |
| Revenue | $143,478,539 | RevenueAmt |
| Desc | INPATIENT SERVICESWINCHESTER HOSPITAL PROVIDES A WIDE RANGE OF INPATIENT CARE INCLUDING PEDIATRICS, OBSTETRICS AND MATERNITY INCLUDING A SPECIAL CARE NURSERY, GENERAL SURGICAL SERVICES, INTENSIVE CARE AND COMPLETE DIAGNOSTIC FACILITIES. THE HOSPITAL'S INPATIENT FACILITIES INCLUDE MEDICAL/SURGICAL BEDS, OBSTETRIC BEDS AND AN INTENSIVE CARE UNIT. SURGICAL SERVICES ARE AVAILABLE 24 HOURS A DAY FOR CRITICALLY ILL OR INJURED PATIENTS REQUIRING IMMEDIATE SURGICAL INTERVENTION, OR FOR OTHER PATIENTS ON A NON-EMERGENT OR ELECTIVE BASIS. THE HOSPITAL'S HIGHLY QUALIFIED SURGEONS PERFORM ORTHOPEDIC PROCEDURES AND IMPLANTS, PLASTIC, GENERAL SURGICAL (INCLUDING BREAST), GYNECOLOGIC, AND UROLOGICAL PROCEDURES. OTHER SURGICAL SPECIALTIES INCLUDE COLON AND RECTAL, ENT, DERMATOLOGIC, ORAL, AND THORACIC AND WEIGHT LOSS SURGERY. PATIENTS ARE UNDER THE CARE OF THE MEDICAL STAFF, HOSPITALISTS AND/OR GENERAL SURGEONS ALONG WITH NURSES WHO ARE TRAINED IN CARING FOR PATIENTS WITH COMPLEX MEDICAL NEEDS.THE HOSPITAL WAS THE FIRST COMMUNITY HOSPITAL IN EASTERN MASSACHUSETTS TO PERFORM ROBOTIC SURGERY WITH THE DA VINCI SURGICAL SYSTEM, AND THE FIRST COMMUNITY HOSPITAL IN MASSACHUSETTS TO ACHIEVE MAGNET RECOGNITION. THE MAGNET PROGRAM WAS ESTABLISHED BY THE AMERICAN NURSES CREDENTIALING CENTER TO RECOGNIZE HEALTH CARE ORGANIZATIONS THAT PROVIDE THE VERY BEST IN NURSING CARE AND UPHOLD THE TRADITION OF PROFESSIONAL NURSING PRACTICE. IT IS THEIR HIGHEST HONOR FOR NURSING EXCELLENCE.THE NURSING CARE TEAM CONSISTS OF REGISTERED NURSES, SURGICAL TECHNICIANS AND QUALIFIED ANCILLARY PERSONNEL WORKING COLLABORATIVELY WITH SURGICAL AND ANESTHESIA PHYSICIANS. THE SCOPE OF NURSING PRACTICE IN THE PERIOPERATIVE AREA INCLUDES PREOPERATIVE ASSESSMENT AND PLANNING, INTRA-OPERATIVE INTERVENTION, POSTOPERATIVE ASSESSMENT AND INTERVENTION, DISCHARGE PLANNING AND DOCUMENTATION TO ENSURE HIGH QUALITY PATIENT CARE AND SAFETY. DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2020, WINCHESTER HOSPITAL HAD 13,960 INPATIENT DISCHARGES WITH 49,271 PATIENT DAYS, 2,848 OBSERVATION PATIENTS AND PERFORMED 5,463OUTPATIENT SURGERIES AND 1,569 INPATIENT SURGERIES AND DELIVERED 2,553 BABIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,672,311 | ExpenseAmt |
| Revenue | $23,119,737 | RevenueAmt |
| Desc | EMERGENCY ROOM SERVICESWINCHESTER'S HOSPITAL'S EMERGENCY DEPARTMENT OFFERS ADVANCED EMERGENCY MEDICINE SERVICES TO LOCAL COMMUNITIES NORTH OF BOSTON.THE HOSPITAL IS STAFFED BY BOARD-CERTIFIED, EMERGENCY MEDICINE PHYSICIANS AND NURSES WHO ARE EXTENSIVELY TRAINED IN EMERGENCY MEDICINE AND CERTIFIED IN ADVANCED CARDIAC LIFE SUPPORT (ACLS) AND PEDIATRIC ADVANCED LIFE SUPPORT (PALS). WINCHESTER HOSPITAL IS ALSO A PRIMARY STROKE SERVICE HOSPITAL, AS DESIGNATED BY THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, PROVIDING LEADING-EDGE STROKE CARE. THE HOSPITAL ALSO OFFERS SPECIALIZED PEDIATRIC CARE PROVIDED BY AN ON-SITE PEDIATRICIAN FROM BOSTON CHILDREN'S HOSPITAL SPECIALIZING IN EMERGENCY MEDICINE. ON-SITE PEDIATRIC EMERGENCY PHYSICIANS ARE AVAILABLE EVERY DAY FROM NOON TO MIDNIGHT AND 24-HOUR PEDIATRICIAN CONSULTATION COVERAGE IS ALSO AVAILABLE.DURING THE FISCAL YEAR COVERED BY THIS FILING, WINCHESTER HOSPITAL HAD 39,447 ADULT AND PEDIATRIC EMERGENCY DEPARTMENT VISITS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $230,934,906 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2614 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | 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 | MATTHEW J WOODS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817449536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 HIGHLAND AVENUE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||
| CEO (EX-OFFICIO) | 1.00 | 64.00 | Yes (X) | Yes (X) | $0 | $2,488,251 | $789,051 | |||
| WEINER MD RICHARD | ||||||||||
| TTE (EX-OF), PRES; FMR CEO WIN | 52.00 | 9.00 | Yes (X) | Yes (X) | $381,279 | $56,973 | $39,308 | |||
| TAYLOR MD JOSEPH | ||||||||||
| TRUSTEE | 1.00 | 41.00 | Yes (X) | $0 | $293,800 | $39,509 | ||||
| ADLER MD JOHNATHAN | ||||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 1.00 | Yes (X) | $0 | $181,971 | $19,244 | ||||
| SMITH KEVIN F | ||||||||||
| TTEE, VICE CHR; FMR CEO WIN | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TARBY JD JOSEPH III | ||||||||||
| TRUSTEE, ASST. CLERK | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WALSH JANE | ||||||||||
| TRUSTEE, CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANDREWS PAUL | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BECKWOLDT MD WILLIAM | ||||||||||
| TTEE EX OF PRES MED STAFF/PHY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERTOCHI MARGARET | ||||||||||
| TTEE (EX-OF), PRES WINS CLUB | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONWAY JAMES | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CORNELL KELLEY MD | ||||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEROSA CINDY | ||||||||||
| TTE EX-OF/PRES-FRDS OF WIN HOS | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FICOCIELLO DDS JAMES | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FORTUNATO MD ROBERT | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FULLER MD ARLAN | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HAYDEN ERIC W | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOUGHTON JANICE | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HUTCHESON MD JOHN J | ||||||||||
| TTEE (EX-OFF) - MED STAFF PRES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LITTLE MD ARTHUR | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANGANARO PAUL | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTINI JOHN C | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCCANCE WILLIAM | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCCORMACK ROSEMARY | ||||||||||
| TTEE (EX OF)/PRES-WINST CLUB | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCDONOUGH DEBORAH | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MUNI INDU | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| OCKERBLOOM RICHARD | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROTOLO MD PETER J | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAYRE RICHARD | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FISCHER STEVEN P | ||||||||||
| TREASURER (EX-OFF) | 1.00 | 61.00 | Yes (X) | $0 | $1,311,136 | $430,191 | ||||
| KATZ JAMIE | ||||||||||
| CLERK (EX-OFF) | 1.00 | 29.00 | Yes (X) | $0 | $934,650 | $294,544 | ||||
| WOODS MATTHEW J | ||||||||||
| VP FIN (WIN), ASST TREAS | 40.00 | 20.00 | Yes (X) | $391,286 | $58,468 | $62,254 | ||||
| SCHULER KATHY ANN | ||||||||||
| COO & CNO - WIN HOSP | 40.00 | 1.00 | $397,302 | $0 | $32,715 | Yes (X) | ||||
| ZITKOVSKY DANA | ||||||||||
| CHIEF MEDICAL OFFICER | 40.00 | 0.00 | $349,212 | $0 | $37,578 | Yes (X) | ||||
| CROWLEY SMITH JOANNE | ||||||||||
| VP HUMAN RESOURCES | 1.00 | 41.00 | $0 | $248,497 | $65,765 | Yes (X) | ||||
| SACHETTI NANCY L | ||||||||||
| DIRECTOR, HIGHLAND HEALTH IPA | 40.00 | 0.00 | $236,994 | $0 | $40,454 | Yes (X) | ||||
| ROBERTSON CATHARINE A | ||||||||||
| VP, PHYSICIAN SERVICES | 40.00 | 0.00 | $254,370 | $0 | $17,621 | Yes (X) | ||||
| GREGA JOANNE M | ||||||||||
| ADMIN DIRECTOR, RADIOLOGY | 40.00 | 0.00 | $220,976 | $0 | $35,656 | Yes (X) | ||||
| BEYERMANKATHLEEN | ||||||||||
| ACNO NURSING STAFF DEVELOPMENT | 40.00 | 0.00 | $206,695 | $0 | $32,506 | Yes (X) | ||||
| SHERRILLDONNA M | ||||||||||
| ASSOC CHIEF NURSING OFFICER | 40.00 | 0.00 | $194,355 | $0 | $32,701 | Yes (X) | ||||
| O'CONNOR TIMOTHY P | ||||||||||
| FORMER TREASURER, EVP, CFO | 1.00 | 57.00 | $0 | $2,028,890 | $1,135,564 | Yes (X) | ||||
| NESTO MD RICHARD | ||||||||||
| FORMER PRESIDENT | 1.00 | 58.00 | $0 | $1,753,540 | $140,737 | Yes (X) | ||||
| SPACKMAN JD DAVID G | ||||||||||
| FMR SVP GOV AFF, GEN COUN/CLK | 1.00 | 57.00 | $0 | $483,369 | $230,340 | Yes (X) | ||||
| ISEKE MD RICHARD | ||||||||||
| FORMER CMO | 1.00 | 40.00 | $0 | $409,746 | $44,625 | Yes (X) | ||||
| GRANT MD JD HOWARD R | ||||||||||
| FMR TTEE, PRESIDENT & CEO | 0.00 | 0.00 | $0 | $216,335 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,632,469 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $10,465,626 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,520,363 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 716 | 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 |
|---|---|---|---|---|---|
| NEW ENGLAND INPATIENT SPECIALISTS | |||||
| 47 HIGH STREETSUITE 101 | NORTH ANDOVER | MA | 01845 | HOSPITALISTS | $1,481,152 |
| CLINICAL FINANCIAL RESOURCE INC | |||||
| PO BOX 100 | SEEKONK | MA | 02771 | BILLING SERVICES | $1,250,796 |
| SODEXO OPERATIONS LLC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | FOOD/SUPPLIES AND MANAGEMENT OF CAFETERI | $1,218,471 |
| ANGELICA HEALTHCARE SVC GROUP | |||||
| PO BOX 532268 | ATLANTA | GA | 191823283 | LAUNDRY SERVICES | $1,096,027 |
| CHILLER TECHNOLOGY | |||||
| 22 6TH ROAD | WOBURN | MA | 01801 | MAINTENANCE REPAIR SERVICES | $844,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 58 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $21,115,366 | GovernmentGrantsAmt |
| Total Contributions | $21,115,366 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| INPATIENT PROGRAM | 900099 | $143,478,539 | $143,478,539 | ||
| OUTPATIENT PROGRAM | 621400 | $99,223,139 | $99,223,139 | ||
| EMERGENCY PROGRAM | 900099 | $23,119,737 | $23,119,737 | ||
| LABORATORY | 621500 | $3,447,894 | $3,447,894 | ||
| RELATED ORG. RENT | 531110 | $35,000 | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $269,304,309 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,368,675 | TotalRevenueColumnAmt |
| Exclusion | $3,368,675 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,265,421 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,023,553 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,241,868 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,241,868 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $301,790 | UnrelatedBusinessRevenueAmt |
| Exclusion | $940,078 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,778,642 | SecuritiesAmt |
| Other | $1,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,778,642 | SecuritiesAmt |
| Other | $1,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,779,642 | TotalRevenueColumnAmt |
| Exclusion | $1,779,642 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAFETERIA | 722514 | $772,273 | $772,273 | |
| LOAN STAFF | 621110 | $750,147 | $750,147 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $365,835 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $151,734 | UnrelatedBusinessRevenueAmt |
| Exclusion | $214,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,888,255 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,698,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $265,821,415 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,651,565 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,109,769 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,494 | TotalAmt |
| Program Services | $107,494 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,731 | TotalAmt |
| Program Services | $1,677,731 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,691,938 | TotalAmt |
| Program Services | $100,138,876 | ProgramServicesAmt |
| Management And General | $7,553,062 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,233,727 | TotalAmt |
| Program Services | $2,538,799 | ProgramServicesAmt |
| Management And General | $694,928 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,876,023 | TotalAmt |
| Program Services | $13,249,366 | ProgramServicesAmt |
| Management And General | $3,626,657 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,804,115 | TotalAmt |
| Program Services | $6,127,011 | ProgramServicesAmt |
| Management And General | $1,677,104 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,057 | TotalAmt |
| Management And General | $1,496,057 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$35,002 | TotalAmt |
| Management And General | -$35,002 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,626 | TotalAmt |
| Management And General | $56,626 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,031 | TotalAmt |
| Management And General | $259,031 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,055,396 | TotalAmt |
| Program Services | $19,028,226 | ProgramServicesAmt |
| Management And General | $4,027,170 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,377 | TotalAmt |
| Management And General | $470,377 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,351,911 | TotalAmt |
| Program Services | $51,887,149 | ProgramServicesAmt |
| Management And General | $1,464,762 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,830,615 | TotalAmt |
| Program Services | $3,792,516 | ProgramServicesAmt |
| Management And General | $1,038,099 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,231 | TotalAmt |
| Program Services | $73,981 | ProgramServicesAmt |
| Management And General | $20,250 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,684,322 | TotalAmt |
| Program Services | $2,107,461 | ProgramServicesAmt |
| Management And General | $576,861 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,197,598 | TotalAmt |
| Program Services | $8,894,189 | ProgramServicesAmt |
| Management And General | $8,303,409 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$473,639 | TotalAmt |
| Program Services | -$562,063 | ProgramServicesAmt |
| Management And General | $88,424 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINISTRATIVE AND GENE | $19,797,374 | $14,274,295 | $5,523,079 |
| HEALTH SAFETY NETWORK A | $5,288,242 | $5,288,242 | |
| BILH ASSESSMENT | $4,771,392 | $3,746,020 | $1,025,372 |
| CONSULTING FEES | $2,602,766 | $2,602,766 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,898,302 | TotalAmt |
| Program Services | $3,853,855 | ProgramServicesAmt |
| Management And General | $2,044,447 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,736,627 | TotalAmt |
| Program Services | $230,934,906 | ProgramServicesAmt |
| Management And General | $47,801,721 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,679,301 | BOYAmt |
| EOY | $83,253,079 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,302,296 | BOYAmt |
| EOY | $26,012,859 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,072,072 | BOYAmt |
| EOY | $1,594,438 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,398,754 | BOYAmt |
| EOY | $3,744,179 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136,447 | BOYAmt |
| EOY | $1,275,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $240,404,714 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $103,093,985 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,075,609 | BOYAmt |
| EOY | $137,310,729 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,255,552 | BOYAmt |
| EOY | $201,629,470 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,273,377 | BOYAmt |
| EOY | $46,979,168 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,193,408 | BOYAmt |
| EOY | $501,799,446 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,725,493 | BOYAmt |
| EOY | $44,355,879 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,583,369 | BOYAmt |
| EOY | $82,452,094 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,753,056 | BOYAmt |
| EOY | $55,348,795 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,061,918 | BOYAmt |
| EOY | $182,156,768 | 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 | $271,036,543 | BOYAmt |
| EOY | $291,721,691 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,094,947 | BOYAmt |
| EOY | $27,920,987 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,131,490 | BOYAmt |
| EOY | $319,642,678 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,193,408 | BOYAmt |
| EOY | $501,799,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,961,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,759,285 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,209,585 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (1) | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $56,626 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $56,626 | 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 | WINCHESTER HOSPITAL ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $56,626 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,968,323 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,583,462 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,551,785 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,701,561 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $266,762 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,968,323 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,924,879 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$223,318 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,701,561 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,823,910 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,100,969 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,924,879 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,475,805 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$651,895 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,823,910 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.68000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,524,129 | OtherCostOrOtherBasisAmt |
| Book Value | $16,524,129 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,363,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,341,110 | DepreciationAmt |
| Book Value | $60,022,823 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,256,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,451,307 | DepreciationAmt |
| Book Value | $4,805,580 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,540,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,592,499 | DepreciationAmt |
| Book Value | $47,947,593 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,719,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,709,069 | DepreciationAmt |
| Book Value | $8,010,604 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $137,310,729 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS, OTHER 457B | $440,919 | F |
| AWUL TEMP RESTR INVESTMENTS | $14,838,946 | F |
| AWUL PERM RESTR INVESTMENTS | $1,790,975 | F |
| TRUST - PERM RESTR IRREV TRUST | $4,549,399 | F |
| LT INVESTMENTS - OTHER | $180,009,231 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $201,629,470 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (16 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NOTE RECEIVEABLE-INTERNATIONAL FAMILY CHURCH | $2,500,000 |
| RESERVE NOTE RECEIVABLE | -$2,500,000 |
| SPLIT-DOLLAR LIFE EQUITIES | $1,167,338 |
| INVESTMENT IN CAPTIVE INSURANCE | $894,158 |
| BENE. INT. IN NET ASSETS | $6,744,413 |
| RADIATION THERAPY OF WIN | $619,000 |
| RAD. THERAPY OF WIN-VAL. ADJ. | $2,020,000 |
| INVESTMENT IN JP-SHIELDS MRI | $7,993,300 |
| SHIELDS MRI-VALUATION ADJ. | -$1,368,800 |
| INDEPENDENT PHYSICIAN NETWORK | $2,100,000 |
| CERTIFICATE OF NEED VALUATION | $7,000,000 |
| CLINICAL RELATIONSHIP BCH | $712,211 |
| TRADE NAME VALUATION | $5,700,000 |
| PROFESSIONAL INSURANCE RECEIVABLE | $12,352,842 |
| LEASEHOLD VALUATION | $1,023,903 |
| MORTGAGE RECEIVABLE | $20,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $46,979,168 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT PORTION OF LONG TERM DEBT | $3,429,041 |
| ESTIMATED SETTLEMENT AMOUNT | $38,438,086 |
| OTHER LONG TERM LIABILITIES | $5,532,613 |
| PROFESSIONAL LIABILITY RESERVES | $7,949,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $55,348,795 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,325,856,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,600,417 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,022,590,565 | OtherRevenueAmt |
| Revenue Not Reported | $6,028,190,982 | RevenueNotReportedAmt |
| Revenue Subtotal | $297,665,018 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,033,097 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,033,097 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $298,698,115 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,252,825,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,974,734,478 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,974,734,478 | ExpensesNotReportedAmt |
| Expenses Subtotal | $278,090,522 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $646,105 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $646,105 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $278,736,627 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | WINCHESTER HOSPITAL ENDOWMENTS ARE FOR GENERAL HOSPITAL OPERATIONS. |
| 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 2020 AND 2019, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTIONS 1,170,492. TRANSFERS TO AFFILIATES -5,660,257. CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,027,080,330. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED REVENUE 386,992. INVESTMENT EXPENSE RECLASS 646,105. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES NET ELIMINATIONS 5,974,734,478. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NON-OPERATING MANAGEMENT FEES 646,105. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent200 D | Yes (X) | Percent200DInd |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,043,783 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $154,142 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,889,641 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01040 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $24,762,188 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,644,824 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,117,364 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03270 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $27,805,971 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,798,966 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,007,005 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04310 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,283,263 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,193,659 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,089,604 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00750 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $28,119,950 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,121,617 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,998,333 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03230 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $132,401 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $132,401 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $31,535,614 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,315,276 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,220,338 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04030 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $59,341,585 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $36,114,242 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $23,227,343 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08340 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $7,699,268 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $91,039,384 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $127,445,186 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$36,405,802 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINCHESTER HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 HIGHLAND AVENUE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.WINCHESTERHOSPITAL.ORG | WebsiteAddressTxt |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| Other | ACUTE CARE FACILITY | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINCHESTER HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART VI | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART VI | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 150.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 200.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART VI | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART VI | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART VI | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| WINCHESTER HOSPITAL | PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION |
| WINCHESTER HOSPITAL | PART V, SECTION B, LINE 11: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 22 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|
| 1 - WINCHESTER HOSPITAL | |||||
| 1021 MAIN STREET | WINCHESTER | MA | 01890 | ADMIN OFFICES, BILLING, DOCTOR OFFICES | |
| 2 - WINCHESTER HOSPITAL | |||||
| 200 UNICORN PARK | WOBURN | MA | 01801 | COMMUNITY HEALTH, MRI, BREAST CANCER CENTER | |
| 3 - WINCHESTER HOSPITAL | |||||
| 620 WASHINGTON STREET | WINCHESTER | MA | 01890 | RADIOLOGY/ONCOLOGY SERVICES FACILITY | |
| 4 - WINCHESTER HOSPITAL - BALDWIN PARK I | |||||
| 12 ALFRED STREET | WOBURN | MA | 01801 | COMMUNITY HEALTH INST., SLEEP CARE & ADMIN OFFICES | |
| 5 - WINCHESTER HOSPITAL - BALDWIN PARK II | |||||
| 12 ALFRED STREET | WOBURN | MA | 01801 | BREAST CARE, IMAGING HEMOTOLOGY/ONCOLOGY LAB, PHARMACY, CHIRO | |
| 6 - FAMILY MEDICAL SERVICES | |||||
| 500 SALEM STREET | WILMINGTON | MA | 01887 | AUDIOLOGY, OB/GYN, CARDIO-PUL, LAB, PT, URGENT CARE, PEDI | |
| 7 - WINCHESTER HOSPITAL | |||||
| 262/264 W CUMMINGS PARK | WOBURN | MA | 01801 | LAB & HOME CARE SERVICE | |
| 8 - WINCHESTER HOSPITAL | |||||
| RUSSELL HILL BUILDINGS 955 MAIN | WINCHESTER | MA | 01890 | LAB, RADIOLOGY & PHYSICAL THERAPY | STREET |
| 9 - WINCHESTER HOSPITAL | |||||
| 150 PRUDENTIAL WAY | WOBURN | MA | 01801 | MRI SERVICE | |
| 10 - READING HEALTH CENTER | |||||
| 20 POND MEADOW DRIVE | READING | MA | 01867 | LAB | |
| 11 - PATIENT SPECIMEN COLLECTION & SERV CT | |||||
| 3 WOODLAND ROAD | STONEHAM | MA | 02180 | LAB | |
| 12 - MONTVALE DIAGNOSTIC CENTER | |||||
| 88 MONTVALE AVENUE | STONEHAM | MA | 02180 | LAB | |
| 13 - WINCHESTER HOSPITAL | |||||
| 790 BOSTON POST ROAD | BILLERICA | MA | 01821 | LAB | |
| 14 - WINCHESTER HOSPITAL | |||||
| 100 BYPASS ROAD | NORTH ANDOVER | MA | 01845 | LAB | |
| 15 - WINCHESTER HOSPITAL | |||||
| 101 CAMBRIDGE STREET | BURLINGTON | MA | 01803 | LAB | |
| 16 - WINCHESTER HOSPITAL | |||||
| 11 SHORE ROAD | WINCHESTER | MA | 01890 | LAB | |
| 17 - WINCHESTER HOSPITAL | |||||
| 75 RIVERSIDE AVENUE | MEDFORD | MA | 02155 | LAB, WEIGHT MGMT, WOUND CARE CENTER | |
| 18 - WINCHESTER HOSPITAL | |||||
| 10P COMMERCE WAY | WOBURN | MA | 01801 | ENDOSCOPY CENTER | |
| 19 - WINCHESTER HOSPITAL | |||||
| 21 MAIN STREET | NORTH READING | MA | 01864 | DIAGNOSTIC CENTER | |
| 20 - PAIN MANAGEMENT CENTER | |||||
| 444 WASHINGTON STREET | WOBURN | MA | 01801 | PAIN CLINIC CENTER | |
| 21 - CHOATE MEDICAL CENTER | |||||
| 23 WARREN AVENUE | WOBURN | MA | 01801 | PHYSICAL THERAPY | |
| 22 - WINCHESTER HOSPITAL | |||||
| 95 MAPLE STREET | STONEHAM | MA | 02180 | STOREROOM/WAREHOUSE | |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS | COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSWINCHESTER HOSPITAL AFFILIATIONBETH ISRAEL LAHEY HEALTH (BILH) IS THE SOLE MEMBER OF WINCHESTER HOSPITAL. THE BILH NETWORK OF AFFILIATES IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. THE BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. AT THE HEART OF BILH IS THE BELIEF THAT EVERYONE DESERVES HIGH-QUALITY, AFFORDABLE HEALTH CARE AND THIS BELIEF IS WHAT DRIVES EACH AFFILIATE TO WORK WITH COMMUNITY PARTNERS ACROSS THE REGION TO PROMOTE HEALTH, EXPAND ACCESS AND DELIVER THE BEST CARE IN THE COMMUNITIES BILH SERVES. BILH'S COMMUNITY BENEFITS STAFF IS COMMITTED TO WORKING COLLABORATIVELY WITH BILH'S COMMUNITIES TO ADDRESS THE LEADING HEALTH ISSUES AND CREATE A HEALTHY FUTURE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES.WINCHESTER HOSPITAL COMMUNITY BENEFITS MISSION STATEMENT WINCHESTER HOSPITAL'S MISSION IS TO TREAT PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND TO CREATE A HEALTHY FUTURE FOR THEM AND THEIR FAMILIES. THIS MISSION IS SUPPORTED BY THE HOSPITAL'S COMMITMENT TO PERSONALIZED, EXCELLENT CARE FOR PATIENTS; A WORKFORCE COMMITTED TO INDIVIDUAL ACCOUNTABILITY, MUTUAL RESPECT, AND COLLABORATION; AND A COMMITMENT TO MAINTAINING FINANCIAL HEALTH. WINCHESTER HOSPITAL IS ALSO COMMITTED TO BEING ACTIVE IN THE COMMUNITY. SERVICE TO COMMUNITY IS AT THE CORE OF WINCHESTER HOSPITAL'S MISSION. THE WINCHESTER HOSPITAL FOUNDERS MADE A COVENANT TO CARE FOR THE UNDERSERVED IN THE HOSPITAL'S SERVICE AREA, ATTEND TO UNMET NEEDS, AND ADDRESS DISPARITIES IN ACCESS TO CARE AND HEALTH OUTCOMES. WINCHESTER HOSPITAL'S COMMITMENT TO THIS COVENANT AND THE PEOPLE IT SERVES REMAINS STEADFAST TODAY. IN 2013, WINCHESTER HOSPITAL'S COMMUNITY BENEFITS ADVISORY COMMITTEE AND BOARD OF TRUSTEES AGREED UPON OUR MISSION: WINCHESTER HOSPITAL IS COMMITTED TO BENEFIT ALL OF THE COMMUNITIES WE SERVE BY COLLABORATING WITH COMMUNITY PARTNERS TO IDENTIFY HEALTH NEEDS, IMPROVE THE HEALTH STATUS OF COMMUNITY RESIDENTS, ADDRESS HEALTH DISPARITIES, AND EDUCATE COMMUNITY MEMBERS ABOUT PREVENTION AND SELF-CARE.WINCHESTER HOSPITAL'S COMMUNITY BENEFITS MISSION IS FULFILLED BY: INVOLVING WINCHESTER HOSPITAL'S STAFF, INCLUDING ITS LEADERSHIP AND DOZENS OF COMMUNITY PARTNERS IN THE COMMUNITY HEALTH ASSESSMENT PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION, AND OVERSIGHT OF THE HOSPITAL'S THREE-YEAR IMPLEMENTATION STRATEGY (IS). ENGAGING AND LEARNING FROM RESIDENTS THROUGHOUT WINCHESTER HOSPITAL'S SERVICE AREA IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, INCLUDING ASSESSMENT, PLANNING, IMPLEMENTATION, AND EVALUATION. THE HOSPITAL PAYS SPECIAL ATTENTION TO ENGAGING THOSE COMMUNITY MEMBERS WHO ARE NOT PATIENTS OF WINCHESTER HOSPITAL AND THOSE WHO ARE OFTEN LEFT OUT OF ASSESSMENT, PLANNING, AND PROGRAM IMPLEMENTATION PROCESSES. ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) IN ORDER TO CHARACTERIZE THOSE IN THE COMMUNITY WHO ARE MOST VULNERABLE AND FACE DISPARITIES IN ACCESS AND OUTCOMES. IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN WINCHESTER HOSPITAL'S CBSA THAT ARE GEARED TOWARD IMPROVING THE CURRENT AND FUTURE HEALTH STATUS OF INDIVIDUALS, FAMILIES, AND COMMUNITIES BY REMOVING BARRIERS TO CARE, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, STRENGTHENING THE HEALTH CARE SYSTEM, AND WORKING TO DECREASE THE BURDEN OF LEADING HEALTH ISSUES; PROMOTING HEALTH EQUITY BY ADDRESSING SOCIAL AND INSTITUTIONAL INEQUITIES, RACISM, AND BIGOTRY AND ENSURING THAT ALL PATIENTS ARE WELCOMED AND RECEIVED WITH RESPECT AND HAVE ACCESS TO CULTURALLY RESPONSIVE CARE; AND FACILITATING COLLABORATION AND PARTNERSHIP WITHIN AND ACROSS SECTORS (E.G., PUBLIC HEALTH, HEALTH CARE, SOCIAL SERVICES, BUSINESS, ACADEMIC, AND COMMUNITY HEALTH) TO ADVOCATE FOR, SUPPORT, AND IMPLEMENT EFFECTIVE HEALTH POLICIES, COMMUNITY PROGRAMS, AND SERVICES.COMMUNITY BENEFITS FINANCIAL SUMMARY DURING THE FISCAL YEAR COVERED BY THIS FILING, WINCHESTER HOSPITAL PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $2,222,005 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMTHE MEMBERSHIP OF WINCHESTER HOSPITAL'S CBAC ASPIRES TO BE REPRESENTATIVE OF THE CONSTITUENCIES AND PRIORITY POPULATIONS SERVED BY WINCHESTER HOSPITAL'S PROGRAMMATIC ENDEAVORS, INCLUDING THOSE FROM DIVERSE RACIAL AND ETHNIC BACKGROUNDS AND OF DIVERSE AGE, GENDER, SEXUAL ORIENTATION, AND GENDER IDENTITY, AS WELL AS THOSE FROM CORPORATE AND NONPROFIT COMMUNITY ORGANIZATIONS. SENIOR MANAGEMENT IS ACTIVELY ENGAGED IN THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY BENEFITS PLAN, ENSURING THAT HOSPITAL POLICIES AND RESOURCES ARE ALLOCATED TO SUPPORT PLANNED ACTIVITIES. WINCHESTER HOSPITAL FY20 CBAC MEMBERS: RICHARD WEINER, PRESIDENT, WINCHESTER HOSPITAL JANE WALSH, WINCHESTER BOARD OF TRUSTEES CHAIR, MEMBER OF BILH BOARD AND COMMUNITY BENEFITS COMMITTEE PAUL ANDREWS, WINCHESTER HOSPITAL BOARD OF TRUSTEES MICHAEL BALDASARRE, ASSISTANT SUPERINTENDENT, WOBURN PUBLIC SCHOOLS CARLA BEAUDOIN, DIRECTOR OF DEVELOPMENT, METRO HOUSING BOSTON DOT BUTLER, WINCHESTER SAFER COALITION DENISE FLYNN, VICE PRESIDENT OF PHILANTHROPY, WINCHESTER HOSPITAL MARYLOU HARDY, REGIONAL MANAGER, COMMUNITY BENEFITS AND COMMUNITY RELATIONS, WINCHESTER HOSPITAL CHRISTINE HEALEY, DIRECTOR OF COMMUNITY BENEFITS/COMMUNITY RELATIONS, BILH KAREN KEANEY, ASSOCIATE CHIEF NURSING OFFICER, EMERGENCY DEPARTMENT, AND CASE MANAGEMENT DEB MCDONOUGH, WINCHESTER HOSPITAL BOARD OF TRUSTEES JENNIFER MURPHY, DIRECTOR OF HEALTH, WINCHESTER HEALTH DEPARTMENT LAUREN REID, DIRECTOR OF COMMUNITY PROGRAMS, MYSTIC VALLEY ELDER SERVICES ADAM ROGERS, EXECUTIVE DIRECTOR, BOYS & GIRLS CLUB OF STONEHAM & WAKEFIELD KATHY SCHULER, CHIEF OPERATING OFFICER, CHIEF NURSING OFFICER, WINCHESTER HOSPITAL DEAN SOLOMON, EXECUTIVE DIRECTOR, COUNCIL OF SOCIAL CONCERN, WOBURN JOSEPH TARBY, WINCHESTER HOSPITAL BOARD OF TRUSTEES MATTHEW WOODS, VICE PRESIDENT OF FINANCE, WINCHESTER HOSPITAL SUE POWERS, ASSOCIATE DIRECTOR OF THE WINCHESTER HOSPITAL CENTER FOR HEALTHY LIVING AND NURSING STAFF DEVELOPMENTIT IS NOT ONLY THE BOARD MEMBERS AND SENIOR LEADERSHIP WHO ARE HELD ACCOUNTABLE FOR FULFILLING WINCHESTER HOSPITAL'S COMMUNITY BENEFITS MISSION. AMONG WINCHESTER HOSPITAL'S CORE VALUES IS THE RECOGNITION THAT THE MOST SUCCESSFUL COMMUNITY BENEFITS PROGRAMS ARE IMPLEMENTED ORGANIZATION WIDE AND INTEGRATED INTO THE VERY FABRIC OF THE HOSPITAL'S CULTURE, POLICIES, AND PROCEDURES. A COMMITMENT TO COMMUNITY BENEFITS IS A FOCUS AND VALUE MANIFESTED THROUGHOUT WINCHESTER HOSPITAL'S STRUCTURE AND REFLECTED IN HOW IT PROVIDES CARE AT THE HOSPITAL AND IN AFFILIATED PRACTICES.WINCHESTER HOSPITAL IS A MEMBER OF BILH. WHILE WINCHESTER HOSPITAL OVERSEES LOCAL COMMUNITY BENEFITS PROGRAMMING AND COMMUNITY ENGAGEMENT EFFORTS, COMMUNITY BENEFITS IS UNDER THE PURVIEW OF THE BILH CHIEF STRATEGY OFFICER. THIS STRUCTURE ENSURES THAT COMMUNITY BENEFITS EFFORTS, PRIORITIZATION, PLANNING, AND STRATEGY ALIGN AND ARE INTEGRATED WITH LOCAL AND SYSTEM STRATEGIC AND REGULATORY PRIORITIES. THE WINCHESTER HOSPITAL COMMUNITY BENEFITS PROGRAM IS SPEARHEADED BY THE BILH COMMUNITY BENEFITS/COMMUNITY RELATIONS REGIONAL MANAGER. THE REGIONAL MANAGER HAS DIRECT ACCESS AND IS ACCOUNTABLE TO THE WINCHESTER HOSPITAL PRESIDENT AND THE BILH VICE PRESIDENT OF COMMUNITY BENEFITS AND COMMUNITY RELATIONS, THE LATTER OF WHOM REPORTS DIRECTLY TO THE BILH CHIEF STRATEGY OFFICER. IT IS THE RESPONSIBILITY OF THESE LEADERS TO ENSURE THAT COMMUNITY BENEFITS IS ADDRESSED BY THE ENTIRE ORGANIZATION AND THAT THE NEEDS OF UNDERSERVED POPULATIONS ARE CONSIDERED EVERY DAY IN DISCUSSIONS ON RESOURCE ALLOCATION, POLICIES, AND PROGRAM DEVELOPMENT. THIS IS THE STRUCTURE AND METHODOLOGY EMPLOYED TO ENSURE THAT COMMUNITY BENEFITS IS NOT THE PURVIEW OF ONE OFFICE ALONE AND TO MAXIMIZE EFFORTS ACROSS THE ORGANIZATION TO FULFILL THE MISSION AND GOALS OF COMMUNITY BENEFITS. |
| COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY | MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT- INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES, IN ORDER TO MAINTAIN ITS TAX EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. WINCHESTER HOSPITAL COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN FY19. THAT CHNA WAS APPROVED BY THE WINCHESTER HOSPITAL BOARD OF TRUSTEES ON SEPTEMBER 18, 2019. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO APPROVED BY THE BOARD ON SEPTEMBER 18, 2019, WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER 501(R). THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE ASSOCIATED IMPLEMENTATION STRATEGY (IS) REPRESENT THE CULMINATION OF A YEAR OF WORK AND WERE BORNE LARGELY OF WINCHESTER HOSPITAL COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA WITH AN EMPHASIS ON THOSE WHO ARE MOST DISADVANTAGED. THE PROJECT ALSO FULFILLS THE COMMONWEALTH ATTORNEY GENERAL'S OFFICE AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT WINCHESTER HOSPITAL ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW WINCHESTER HOSPITAL, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT(S), WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.2019 COMMUNITY HEALTH NEEDS ASSESSMENT- TARGETED GEOGRAPHY AND POPULATIONAS NOTED ABOVE, WINCHESTER HOSPITAL COMPLETED ITS LAST ASSESSMENT IN SEPTEMBER 2019. THE GEOGRAPHICAL FOCUS OF WINCHESTER HOSPITAL'S MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT ENCOMPASSES MEDFORD, NORTH READING, READING, STONEHAM, TEWKSBURY, WAKEFIELD, WILMINGTON, WINCHESTER, AND WOBURN. TARGET POPULATIONS FOR WINCHESTER HOSPITAL'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS AND A CHNA THAT IS CONDUCTED EVERY THREE YEARS IN ACCORDANCE WITH THE REQUIREMENTS UNDER IRC SECTION 501(R). WINCHESTER HOSPITAL'S TARGET POPULATIONS FOCUS ON MEDICALLY UNDERSERVED AND VULNERABLE GROUPS OF ALL AGES IN THE WINCHESTER HOSPITAL COMMUNITY BENEFITS CBSA, AS FOLLOWS: OLDER ADULTS YOUTH AND ADOLESCENTS LOW-RESOURCE INDIVIDUALS AND FAMILIES INDIVIDUALS WITH CHRONIC/COMPLEX CONDITIONS2019 COMMUNITY HEALTH NEEDS ASSESSMENT- SUMMARY OF APPROACH AND METHODSWINCHESTER HOSPITAL CONDUCTED THEIR CHNAS IN THREE PHASES, WHICH ALLOWED THEM TO: COMPILE AN EXTENSIVE AMOUNT OF QUANTITATIVE AND QUALITATIVE DATA. ENGAGE AND INVOLVE KEY STAKEHOLDERS, WINCHESTER HOSPITAL CLINICAL AND ADMINISTRATIVE STAFF AND THE COMMUNITY AT-LARGE. DEVELOP A REPORT AND DETAILED STRATEGIC PLAN; AND COMPLY WITH ALL COMMONWEALTH ATTORNEY GENERAL AND FEDERAL IRS COMMUNITY BENEFITS REQUIREMENTSTHE CHNA USED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. THE COLLABORATIVE PROCESS INCLUDED SYNTHESIZING EXISTING REGIONAL DATA ON SOCIAL, ECONOMIC AND HEALTH INDICATORS AS WELL AS INFORMATION FROM KEY INFORMANT INTERVIEWS, COMMUNITY SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS CONDUCTED WITH INDIVIDUALS FROM THE NINE CITIES AND TOWNS IN WINCHESTER HOSPITAL'S CBSA, AND WITH A RANGE OF PEOPLE REPRESENTING DIFFERENT AUDIENCES, INCLUDING LEADERS IN EMERGENCY RESPONSE, EDUCATION, HEALTH CARE AND SOCIAL SERVICE ORGANIZATIONS FOCUSING ON VULNERABLE POPULATIONS (E.G., OLDER ADULTS) (SCHEDULE H, PART V, SECTION B, QUESTIONS 3 AND 5). ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED APPROXIMATELY 1,061 PEOPLE.- KEY INFORMANT INTERVIEWS WITH WINCHESTER HOSPITAL/BILH STAFF - 28- KEY INFORMANT INTERVIEWS WITH COMMUNITY PARTNERS 20- FOCUS GROUPS (4) - 95 ATTENDEES- COMMUNITY LISTENING SESSIONS (2) - 100 ATTENDEES - COMMUNITY SURVEYS 806 RESPONDENTS- CBAB MEETINGS (2) - 35 ATTENDEES TOTAL - PAC MEETINGS 25 ATTENDEES2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS- DETAIL OF APPROACH AND METHODSTHE ASSESSMENT BEGAN IN DECEMBER 2018 AND WAS CONDUCTED IN THREE PHASES, ALLOWING FOR THE COLLECTION OF AN EXTENSIVE AMOUNT OF QUANTITATIVE AND QUALITATIVE DATA:PHASE 1 PRELIMINARY ASSESSMENT AND ENGAGEMENTPHASE 2 TARGETED ENGAGEMENTPHASE 3 STRATEGIC PLANNING AND REPORTINGHUNDREDS OF INDIVIDUALS FROM ACROSS WINCHESTER HOSPITAL'S SERVICE AREA WERE ENGAGED IN THE ASSESSMENT AND PLANNING PROCESS, INCLUDING HEALTH AND SOCIAL SERVICES PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED OFFICIALS, PUBLIC SCHOOL NURSES AND ADMINISTRATORS, FIRST RESPONDERS, LEADERS OF FAITH-BASED ORGANIZATIONS, BILH SENIOR LEADERSHIP, STAFF, AND BOARD MEMBERS, AND COMMUNITY RESIDENTS. QUANTITATIVE DATA SOURCES: AN EXTENSIVE AMOUNT OF DEMOGRAPHIC AND SOCIOECONOMIC DATA, HEALTH STATUS, UTILIZATION RATES, AND RISK SURVEY DATA WAS COLLECTED FROM A BROAD RANGE OF SOURCES AND ANALYZED TO MEASURE HEALTH AND UNDERSTAND HEALTH ISSUES. EXAMPLES OF DATA SOURCES WINCHESTER HOSPITAL LEVERAGED INCLUDED: U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2013-2017) MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES FBI UNIFORM CRIME REPORTS (2017) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2015) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, BUREAU OF SUBSTANCE ABUSE SERVICES (2017) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, ANNUAL REPORTS ON BIRTHS (2016) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, OPIOID RELATED EMS INCIDENTS (2018) MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2017) MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL PROFILES (FY 2013-2017) MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL DISCHARGES (2017) MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2018) MIDDLESEX LEAGUE YOUTH RISK BEHAVIOR SURVEY (2019) CHANGING FACES OF GREATER BOSTON, BOSTON FOUNDATION (2019) |
| PART V, SECTION B, LINE 5: 2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS | KEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERSTO OBTAIN TARGETED DATA AND UNDERSTAND THE CURRENT ISSUES FACING THE COMMUNITY, QUALITATIVE DATA WAS COLLECTED THROUGH A VARIETY OF SOURCES INCLUDING 48 KEY INFORMANT INTERVIEWS THAT ENGAGED INSTITUTIONAL, ORGANIZATIONAL AND COMMUNITY LEADERS AND FRONT-LINE STAFF ACROSS SECTORS. DISCUSSIONS EXPLORED INTERVIEWEES' EXPERIENCES OF ADDRESSING COMMUNITY NEEDS AND OPPORTUNITIES FOR FUTURE ALIGNMENT, COORDINATION AND EXPANSION OF SERVICES, INITIATIVES, AND POLICIES. A LIST OF KEY INFORMANTS IS INCLUDED IN APPENDIX H OF THE CHNA REPORT THAT IS POSTED ON WINCHESTER HOSPITAL'S WEBSITE. THESE INDIVIDUALS WERE CHOSEN TO AMASS A REPRESENTATIVE GROUP OF PEOPLE WHO HAD THE EXPERIENCE NECESSARY TO PROVIDE INSIGHT ON THE HEALTH OF COMMUNITIES IN WINCHESTER HOSPITAL'S CBSA. INTERVIEWS WERE CONDUCTED IN PERSON AND ON THE PHONE USING A STANDARD INTERVIEW GUIDE. INTERVIEWS FOCUSED ON IDENTIFYING MAJOR HEALTH ISSUES, INCLUDING POSSIBLE STRATEGIES TO ADDRESS THOSE CONCERNS, AND TARGET POPULATIONS. WHILE IT WAS NOT POSSIBLE FOR THE CHNA TO INVOLVE ALL COMMUNITY STAKEHOLDERS, EVERY EFFORT WAS MADE TO BE AS INCLUSIVE AS POSSIBLE AND PROVIDE A BROAD RANGE OF OPPORTUNITIES FOR PARTICIPATION. 2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSFOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)FOCUS GROUPS: WINCHESTER HOSPITAL CONDUCTED COMMUNITY FOCUS GROUPS IN WINCHESTER HOSPITAL'S CBSA, TO GATHER CRITICAL COMMUNITY INPUT FROM COMMUNITY RESIDENTS AND STAKEHOLDERS. THE FOCUS GROUPS WERE CONDUCTED FOR THREE DIFFERENT VULNERABLE SEGMENTS OF THE POPULATION, ALONG WITH A SESSION FOR THOSE WHO SPECIALIZE IN SUBSTANCE MISUSE PREVENTION AND WERE ORGANIZED IN COLLABORATION WITH COMMUNITY PARTNERS REPRESENTING THESE POPULATIONS. THE FOCUS GROUP SESSIONS INCLUDED:YOUTH/ADOLESCENTS BOYS & GIRLS CLUB OF STONEHAM AND WAKEFIELDSUBSTANCE USE DISORDER WINCHESTER SAFER COALITIONINDIVIDUALS WITH HOUSING/ECONOMIC INSECURITY WINCHESTER HOUSING AUTHORITYOLDER ADULTS LOCAL COASFOCUS GROUPS WERE HELD AT LOCATIONS THAT WERE CONSIDERED SAFE SPACES AND ACCESSIBLE TO PARTICIPANTS FROM ACROSS THE CBSA. JSI FACILITATED ALL THE FOCUS GROUPS EXCEPT THOSE FOCUSED-ON YOUTH, WHICH WERE CONDUCTED BY THE BOYS & GIRLS CLUB OF STONEHAM & WAKEFIELD, WHO SHARED THEIR FINDINGS WITH JSI. FOCUS GROUPS ALLOWED FOR THE COLLECTION OF INFORMATION TO AUGMENT FINDINGS FROM SECONDARY DATA AND KEY INFORMANT INTERVIEWS, AND FOR THE EXPLORATION OF STRATEGIC AND PROGRAMMATIC OPTIONS TO ADDRESS IDENTIFIED HEALTH ISSUES, SERVICE GAPS, AND/OR BARRIERS TO CARE. PARTICIPANTS WERE RECRUITED BY WINCHESTER HOSPITAL, WORKING IN COLLABORATION WITH COMMUNITY PARTNERS.COMMUNITY FORUMS: WINCHESTER HOSPITAL FACILITATED TWO COMMUNITY LISTENING SESSIONS, ONE OF WHICH WAS CONDUCTED JOINTLY WITH MELROSE-WAKEFIELD HOSPITAL SINCE THERE IS OVERLAP BETWEEN WINCHESTER HOSPITAL'S AND MELROSE-WAKEFIELD HOSPITAL'S COMMUNITY BENEFITS SERVICE AREAS. THE LISTENING SESSIONS WERE PUBLICIZED AND OPEN TO THE PUBLIC. AT THE LISTENING SESSIONS, A SUMMARY OF KEY QUANTITATIVE AND QUALITATIVE DATA FINDINGS TO DATE WERE PRESENTED, AND FEEDBACK AND INPUT FROM COMMUNITY MEMBERS ON PRIORITY POPULATIONS AND HEALTH NEEDS WAS SOLICITED. THE SESSIONS WERE ALSO USED TO SHARE INFORMATION AND SOLICITED. THE SESSIONS ALLOWED FOR THE CAPTURE OF INFORMATION DIRECTLY FROM COMMUNITY RESIDENTS, REPRESENTATIVES FROM LOCAL COMMUNITY ORGANIZATIONS, AND LOCAL SERVICE PROVIDERS. TWO LOCATIONS WITH COMFORTABLE AND ACCESSIBLE SPACE WITH AMPLE PUBLIC PARKING WERE SELECTED IN WINCHESTER AND STONEHAM. COMMUNITY SURVEYS: WINCHESTER HOSPITAL HAS BEEN INTENTIONAL IN ENSURING THAT VARIED EXPERIENCES AND PERSPECTIVES, REFLECTIVE OF WINCHESTER HOSPITAL'S CBSA AND THE COMMUNITY AT LARGE, WERE SHARED THROUGHOUT THE CHNA AND IS PROCESS. TO REACH A BROAD RANGE OF COMMUNITY MEMBERS, ALL COMMUNITY SURVEYS, FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH A FOCUS ON COMMUNITY REPRESENTATIVENESS. FOR EXAMPLE, THE COMMUNITY SURVEY WAS DISTRIBUTED THROUGH COMMUNITY PARTNERS AND WAS ADMINISTERED ONLINE AND VIA HARD COPY IN ENGLISH AS WELL AS SEVEN ADDITIONAL LANGUAGES INCLUDING TRADITIONAL CHINESE, HAITIAN CREOLE, HINDI, ITALIAN, KHMER, PORTUGUESE, AND SPANISH. FURTHERMORE, EXTENSIVE OUTREACH WAS CONDUCTED VIA SOCIAL MEDIA, INSTITUTIONAL NEWSLETTERS, EMAILS TO LARGE NETWORKS, WAITING ROOMS, LOCAL LIBRARIES, COMMUNITY EVENTS AND LARGE APARTMENT BUILDINGS TO HELP ENSURE DIVERSE REPRESENTATION IN THE CHNA.019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSREVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTSAS NOTED ABOVE, THE CHNA PROCESS WAS DIVIDED INTO THREE PHASES. THE FINAL PHASE, PHASE III, INCLUDED THE FOLLOWING STEPS: REVIEW OF THE ASSESSMENT'S MAJOR FINDINGS. IDENTIFY WINCHESTER HOSPITAL'S COMMUNITY BENEFITS PRIORITY POPULATIONS, GEOGRAPHIC FOCUS, AND COMMUNITY HEALTH PRIORITIES.ANALYZE WINCHESTER HOSPITAL'S EXISTING COMMUNITY BENEFITS ACTIVITIES WHICH WERE INFORMED BY THE 2016 CHNA AND SUBSEQUENT IMPLEMENTATION STRATEGY THAT WERE COMPLETED BY WINCHESTER HOSPITAL DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2016 (TAX YEAR 2015). DETERMINE IF THE RANGE OF COMMUNITY BENEFITS ACTIVITIES ESTABLISHED DURING THE PREVIOUS CHNA AND IMPLEMENTATION STRATEGY PROCESS NEEDED TO BE AUGMENTED OR CHANGED TO RESPOND TO THE ASSESSMENT COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018).2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS-KEY FINDINGSBELOW IS A HIGH-LEVEL SUMMARY OF HEALTH-RELATED FINDINGS THAT WERE IDENTIFIED AFTER A COMPREHENSIVE REVIEW OF ALL THE QUANTITATIVE AND QUALITATIVE INFORMATION COLLECTED: SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, TRANSPORTATION, ACCESS TO CARE, HOUSING FOOD INSECURITY) IMPACT MANY SEGMENTS OF THE POPULATION. A KEY THEME FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS, FOCUS GROUPS, LISTENING SESSIONS, AND COMMUNITY HEALTH SURVEY WAS THE CONTINUED IMPACT THAT THE SOCIAL DETERMINANTS OF HEALTH HAVE ON RESIDENTS OF WH'S SERVICE AREA, ESPECIALLY THOSE WHO ARE LOW TO MODERATE INCOME, ARE FRAIL OR HOMEBOUND, HAVE MENTAL HEALTH OR SUBSTANCE USE ISSUES, OR LACK A CLOSE SUPPORT SYSTEM. THE INCREASING COST OF HOUSING IN AREAS OUTSIDE BOSTON WAS ALSO NOTED AS CONTRIBUTING TO HOUSING/FINANCIAL INSTABILITY.CERTAIN POPULATIONS ARE MORE VULNERABLE TO HEALTH CARE DISPARITIES AND BARRIERS TO CARE. DESPITE THE FACTS THAT MASSACHUSETTS HAS ONE OF THE HIGHEST RATES OF HEALTH INSURANCE ENROLLMENT AND THE COMMUNITIES THAT MAKE UP WH'S CBSA ARE GENERALLY INSURED AND EMPLOYED, THERE WAS CONCERN THAT FAMILIES FACE FINANCIAL STRESS BECAUSE OF HIGH OUT-OF-POCKET COSTS FOR HEALTH CARE SERVICES AND NOT BEING ELIGIBLE FOR PUBLIC BENEFITS, OR, IF THEY ARE ELIGIBLE, THEY ARE NOT ENROLLING BECAUSE OF THE STIGMA OF ACCEPTING PUBLIC ASSISTANCE. IN ADDITION, THERE ARE GROUPS THAT FACE LANGUAGE AND CULTURAL BARRIERS TO ACCESSING SERVICES.MENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY/STRESS, ACCESS TO TREATMENT, STIGMA) UNDERLIE MANY HEALTH AND SOCIAL CONCERNS. NEARLY EVERY KEY INFORMANT INTERVIEW, FOCUS GROUP, AND LISTENING SESSION INCLUDED DISCUSSIONS ON THE IMPACT OF MENTAL HEALTH ISSUES. FROM A REVIEW OF THE QUANTITATIVE AND QUALITATIVE INFORMATION, DEPRESSION, ANXIETY/STRESS, AND SOCIAL ISOLATION WERE THE LEADING CONCERNS. THERE WERE PARTICULAR CONCERNS ABOUT THE IMPACT OF DEPRESSION, ANXIETY, AND E-CIGARETTES/VAPING ON YOUTH AND OF SOCIAL ISOLATION AMONG OLDER ADULTS. ACCESS TO MENTAL HEALTH SERVICES WAS LIMITED BY THE GENERAL LACK OF PROVIDERS AND THE LOW NUMBER ACCEPTING EVEN PRIVATE HEALTH INSURANCE.SUBSTANCE DEPENDENCY CONTINUES TO IMPACT INDIVIDUALS, FAMILIES, AND COMMUNITIES. THE OPIOID EPIDEMIC CONTINUES TO BE AN AREA OF FOCUS. BEYOND OPIOIDS, KEY INFORMANTS WERE ALSO CONCERNED WITH WINCHESTER HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT 2019 ALCOHOL MISUSE, CHANGING COMMUNITY NORMS IN LIGHT OF THE LEGALIZATION OF RECREATIONAL MARIJUANA USE, AND E-CIGARETTES/VAPING AMONG ADOLESCENTS.CHRONIC DISEASES (E.G., CARDIOVASCULAR DISEASE, CANCER, DIABETES, ASTHMA) REQUIRE MORE EDUCATION, SCREENING/EARLY INTERVENTION, AND MANAGEMENT AND A FOCUS ON RISK FACTORS. ALTHOUGH THERE WAS MAJOR EMPHASIS ON BEHAVIORAL HEALTH ISSUES, MANY KEY INFORMANTS, FOCUS GROUP PARTICIPANTS, AND LISTENING SESSION PARTICIPANTS IDENTIFIED A NEED TO ADDRESS THE MANY RISK FACTORS ASSOCIATED WITH CHRONIC AND COMPLEX HEALTH CONDITIONS. PHYSICAL INACTIVITY AND POOR NUTRITION/LIFESTYLE WERE DISCUSSED BY MANY, WITH SOME OF THESE ISSUES BEING ASSOCIATED WITH AGE (MOBILITY ISSUES AMONG OLDER ADULTS), EDUCATION/HEALTH LITERACY (LACK OF UNDERSTANDING ABOUT HEALTHY EATING), AND EASE OF ACCESS TO HIGH CALORIE /UNHEALTHY FOOD CHOICES, AND A LACK OF WALKABLE STREETS IN NEIGHBORHOODS. ADDRESSING THE LEADING RISK FACTORS IS AT THE ROOT OF MANY CHRONIC DISEASE PREVENTION AND MANAGEMENT |
| PART V, SECTION B, LINE 5 | STRATEGIES.AN INTEGRATED ANALYSIS OF ALL ASSESSMENT ACTIVITIES FRAMED THE LEADING COMMUNITY HEALTH ISSUES INTO THE FOLLOWING PRIORITY AREAS AND TARGET POPULATIONS:PRIORITY AREAS: MENTAL HEALTH & SUBSTANCE USE DISORDERS: CHRONIC COMPLEX CONDITIONS: SOCIAL DETERMINANTS OF HEALTH & ACCESS TO CARE: TARGET POPULATIONS: YOUTH AND ADOLESCENTS OLDER ADULTS LOW-RESOURCE INDIVIDUALS AND FAMILIES INDIVIDUALS WITH CHRONIC/COMPLEX CONDITIONSTHE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, AND THE ASSOCIATED IMPLEMENTATION STRATEGY ADOPTED FROM THIS PROCESS WERE DESIGNED TO INFORM WINCHESTER HOSPITAL'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2020; SEPTEMBER 30, 2021; AND SEPTEMBER 30, 2022. INTERIM CHANGES AND UPDATES TO IMPLEMENTATION STRATEGY BASED ON NEWLY IDENTIFIED COMMUNITY NEEDS COVID PANDEMICAS PREVIOUSLY NOTED IN THIS FILING, IRC SECTION 501(R)(3) AND THE PROMULGATED REGULATIONS REQUIRE THAT A TAX-EXEMPT HOSPITAL CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ADOPT AN IMPLEMENTATION STRATEGY ADDRESSING COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH THE CHNA AT LEAST ONCE EVERY THREE YEARS. THE PREAMBLE TO THE REGULATIONS PROMULGATED UNDER IRC SECTION 501(R)(3) NOTES THAT THE TREASURY AND THE IRS INTENDED FOR THE CHNA AND IMPLEMENTATION STRATEGY REQUIREMENT TO ESTABLISH CONTINUAL FEEDBACK ON CHNA REPORTS AND A HOSPITAL IS REQUIRED TO CONSIDER COMMENTS RECEIVED RELATED TO THE EXISTING CHNA AND IMPLEMENTATION STRATEGY WHEN ENGAGING IN THE NEXT CHNA PROCESS NOT MORE THAN THREE YEARS AFTER ADOPTION. IN ADDITION, FINAL REGULATIONS DO NOT PROHIBIT IMPLEMENTATION STRATEGIES FROM DISCUSSING HEALTH NEEDS IDENTIFIED THROUGH MEANS OTHER THAN A CHNA, PROVIDED THAT THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE CHNA ARE ALSO DISCUSSED. FINALLY, THERE IS NOTHING IN THE REGULATIONS THAT PROHIBITS A HOSPITAL FROM UPDATING ITS IMPLEMENTATION STRATEGY BASED ON AN OFF-CYCLE CHANGE TO THE COMMUNITY HEALTH NEEDS THAT ARISE. DURING THE PERIOD COVERED BY THIS FILING, OCTOBER 1, 2019 TO SEPTEMBER 30, 2020, THE HEALTH NEEDS OF THE COMMUNITIES SERVED BY WINCHESTER HOSPITAL WERE IMPACTED BY AN UNEXPECTED GLOBAL PANDEMIC. ON JANUARY 9, 2020, THE WORLD HEALTH ORGANIZATION (WHO) ANNOUNCED THE IDENTIFICATION OF A NEW AND NOVEL CORONAVIRUS-RELATED PNEUMONIA IN WUHAN, CHINA. ON JANUARY 21, 2020 THE UNITED STATES CENTER FOR DISEASE CONTROL CONFIRMED THE FIRST CASE OF THIS NEW CORONA VIRUS IN THE UNITED STATES. ON JANUARY 31, 2020, THE WHO ISSUED A GLOBAL HEALTH EMERGENCY AND ON FEBRUARY 3 THE UNITED STATES DECLARED A PUBLIC HEALTH EMERGENCY BECAUSE OF THE COVID-19 VIRUS. ON MARCH 11, 2020, THE WHO DECLARED COVID-19 A PANDEMIC AND TWO DAYS LATER, THE PRESIDENT OF THE UNITED STATES DECLARED COVID-19 A NATIONAL EMERGENCY.THE HEALTH OF THE COMMUNITIES SERVED BY WINCHESTER HOSPITAL WAS IMPACTED BY THIS UNFORESEEN HEALTH CRISIS AND IN THE ABSENCE OF REGULATORY GUIDANCE TO THE CONTRARY. WINCHESTER HOSPITAL NEEDED TO QUICKLY REASSESS AND PIVOT TO MEET THE NEW AND PREVIOUSLY UNEXPECTED COMMUNITY NEEDS. IN RESPONSE TO THE COVID-19 CRISIS WINCHESTER HOSPITAL'S COMMUNITY BENEFITS STAFF ALONG WITH THE HOSPITAL'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) EXPANDED GOALS RELATED TO ACCESS TO CARE AND SOCIAL DETERMINANTS OF HEALTH TARGETED PRIMARILY AT LOW INCOME AND MINORITY POPULATIONS WHO HAVE BEEN DISPROPORTIONATELY IMPACTED BY COVID-19. THE ADDITIONAL AND NEWLY URGENT HEALTH NEEDS IN RESPONSE TO COVID-19 INCLUDED: INCREASED DEMAND FOR FOOD ACCESS INCREASED DEMAND/NEED FOR MENTAL HEALTH SERVICES ACCESS TO PREVENTIVE MEASURES, TESTING, SCREENING AND TREATMENT FOR THOSE AT-RISK OR EXPOSED TO COVID-19 SDOH IMPACTS DUE TO THE PANDEMIC (FINANCIALS, HOUSING, MENTAL HEALTH, ETC.). THE ACTIONS TAKEN TOWARD ADDRESSING THESE NEEDS ARE INCLUDED FURTHER IN THIS NARRATIVE SUPPORT ALONG WITH WINCHESTER HOSPITAL'S DETAILED DESCRIPTION OF ACTIVITIES UNDERTAKEN TO MEET THE COMMUNITY NEEDS. COMMUNITY HEALTH NEEDS ASSESSMENTMAKING THE CHNA AND IMPLEMENTATION STRATEGY WIDELY AVAILABLE WINCHESTER HOSPITAL STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY.BETH ISRAEL LAHEY HEALTH ("BILH") QUICKLY AND EFFECTIVELY MARSHALLED ITS RESOURCES TO MOUNT A COMPREHENSIVE RESPONSE TO THE COVID-19 PANDEMIC. PLEASE REFER TO THE PROGRAM SERVICE ACCOMPLISHMENTS IN PART III FOR FURTHER DETAILS REGARDING BILH'S COVID-19 RESPONSE IN FY20.AS NOTED ABOVE, WINCHESTER HOSPITAL COMPLETED ITS MOST RECENT CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018). THAT CHNA IS AVAILABLE ON THE WINCHESTER HOSPITAL WEBSITE AT: HTTPS://WWW.WINCHESTERHOSPITAL.ORG/FILE%20LIBRARY/UNASSIGNED/WH-2019-CHNA-091319.PDFIN ADDITION TO THE CHNA, WINCHESTER HOSPITAL COMPLETED ITS MOST RECENT IMPLEMENTATION STRATEGY DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018). THE IMPLEMENTATION STRATEGY IS AVAILABLE ON THE WINCHESTER HOSPITAL WEBSITE AT:HTTPS://WWW.WINCHESTERHOSPITAL.ORG/OUR-PROMISE/SUPPORTING-OUR-COMMUNITYIN ADDITION, AS NOTED ABOVE, WINCHESTER HOSPITAL COMPLETED ITS PREVIOUS CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2016 (TAX YEAR 2015). THAT CHNA IS AVAILABLE ON THE WINCHESTER HOSPITAL WEBSITE AT:HTTPS://WWW.WINCHESTERHOSPITAL.ORG/FILE%20LIBRARY/WINCHESTER%20HOSPITAL/OUR%20PROMISE/WINCHESTER-HOSPITAL-2016-COMMUNITY-HEALTH-ASSESSMENT.PDFFINALLY, THE IMPLEMENTATION STRATEGY ASSOCIATED WITH THE CHNA COMPLETED DURING WINCHESTER HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2016 (TAX YEAR 2015) IS AVAILABLE ON THE WINCHESTER HOSPITAL WEBSITE AT:HTTPS://WWW.WINCHESTERHOSPITAL.ORG/FILE%20LIBRARY/WINCHESTER%20HOSPITAL/OUR%20PROMISE/WINCHESTER-HOSPITAL-2016-COMMUNITY-HEALTH-ASSESSMENT.PDFEACH OF THESE DOCUMENTS IS ALSO AVAILABLE ON REQUEST (SCHEDULE H, PART V, SECTION B, LINE 7A). |
| SCHEDULE H, PART V, SECTION B, LINE 11-COMMUNITY HEALTH NEEDS ASSESSMENT | ADDRESSING COMMUNITY HEALTH NEEDSAS NOTED ABOVE, WINCHESTER HOSPITAL'S MOST RECENT CHNA AND IMPLEMENTATION STRATEGY WERE CONDUCTED AND APPROVED BY THE BOARD DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. THAT CHNA AND IMPLEMENTATION STRATEGY INFORMED THE COMMUNITY BENEFITS MISSION AND ACTIVITIES OF WINCHESTER HOSPITAL FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 AND WILL CONTINUE TO INFORM THE HOSPITAL'S COMMUNITY BENEFITS MISSION AND ACTIVITIES FOR THE FISCAL YEARS ENDING SEPTEMBER 30, 2021 AND SEPTEMBER 30, 2022. A SUMMARY OF WINCHESTER HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES THAT ADDRESS THE NEEDS IDENTIFIED IN THE CHNA COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 AND PRIORITIZED IN THE RELATED IMPLEMENTATION STRATEGY ARE PROVIDED HERE ALONG WITH THE ENTITIES THAT THE HOSPITAL PARTNERS WITH ON THESE EFFORTS. GIVEN THE COMPLEX HEALTH ISSUES IN THE COMMUNITY, WINCHESTER HOSPITAL HAS BEEN STRATEGIC IN IDENTIFYING ITS PRIORITY AREAS IN ORDER TO MAXIMIZE THE IMPACT OF ITS COMMUNITY BENEFITS PROGRAM AND WORK TO IMPROVE THE OVERALL HEALTH AND WELLNESS OF RESIDENTS IN ITS CBSA. THE PRIORITY AREAS AND GOALS ARE LISTED BELOW:PRIORITY AREA 1: MENTAL HEALTH AND SUBSTANCE USE DISORDERGOAL: ADDRESS THE PREVALENCE AND IMPACT, STIGMA, RISK/PROTECTIVE FACTORS, AND ACCESS ISSUES ASSOCIATED WITH MENTAL HEALTH AND SUBSTANCE USE DISORDER. PRIORITY AREA 2: CHRONIC COMPLEX CONDITIONS AND RISK FACTORSGOAL: PREVENT, DETECT, AND MANAGE CHRONIC DISEASE AND COMPLEX CONDITIONS AND ENHANCE ACCESS TO TREATMENT AND SUPPORT ACTIVITIES. PRIORITY AREA 3: SOCIAL DETERMINANTS OF HEALTH AND ACCESS TO CAREGOAL: ADDRESS SOCIAL DETERMINANTS OF HEALTH AND BARRIERS TO CARE.COMMUNITY HEALTH NEEDS ASSESSMENT- APPROACH TO ADDRESSING HEALTH NEEDS (SCHEDULE H, PART V, SECTION B, LINE 11) THE FY19 COMMUNITY HEALTH NEEDS ASSESSMENT ALONG WITH THE ASSOCIATED FY20-22 IMPLEMENTATION STRATEGY WAS DEVELOPED OVER A 10-MONTH PERIOD FROM OCTOBER 2018 TO AUGUST 2019. THESE COMMUNITY HEALTH ASSESSMENT, PLANNING, AND IMPLEMENTATION EFFORTS FULFILL THE COMMONWEALTH OF MASSACHUSETTS ATTORNEY GENERAL'S OFFICE AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REQUIREMENTS. MORE SPECIFICALLY, THESE ACTIVITIES FULFILL WINCHESTER HOSPITAL'S NEED TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES, INVENTORY COMMUNITY ASSETS, ASSESS IMPACT, AND DEVELOP AN IMPLEMENTATION STRATEGY. HOWEVER, THESE ACTIVITIES ARE DRIVEN PRIMARILY BY WINCHESTER HOSPITAL'S DEDICATION TO ITS MISSION, ITS COVENANT TO CARE FOR THE UNDERSERVED, AND ITS COMMITMENT TO COMMUNITY HEALTH IMPROVEMENT. BELOW IS A SUMMARY DESCRIPTION OF THE FY19 CHNA APPROACH, METHODS, AND KEY FINDINGS. APPROACH AND METHODS:THE ASSESSMENT BEGAN IN DECEMBER 2018 AND WAS CONDUCTED IN THREE PHASES, ALLOWING FOR THE COLLECTION OF AN EXTENSIVE AMOUNT OF QUANTITATIVE AND QUALITATIVE DATA:PHASE 1 PRELIMINARY ASSESSMENT AND ENGAGEMENTPHASE 2 TARGETED ENGAGEMENTPHASE 3 STRATEGIC PLANNING AND REPORTINGHUNDREDS OF INDIVIDUALS FROM ACROSS WINCHESTER HOSPITAL'S SERVICE AREA WERE ENGAGED IN THE ASSESSMENT AND PLANNING PROCESS, INCLUDING HEALTH AND SOCIAL SERVICES PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED OFFICIALS, PUBLIC SCHOOL NURSES AND ADMINISTRATORS, FIRST RESPONDERS, LEADERS OF FAITH-BASED ORGANIZATIONS, BILH SENIOR LEADERSHIP, STAFF, AND BOARD MEMBERS, AND COMMUNITY RESIDENTS. QUANTITATIVE DATA SOURCES: AN EXTENSIVE AMOUNT OF DEMOGRAPHIC AND SOCIOECONOMIC DATA, HEALTH STATUS, UTILIZATION RATES, AND RISK SURVEY DATA WAS COLLECTED FROM A BROAD RANGE OF SOURCES AND ANALYZED TO MEASURE HEALTH AND UNDERSTAND HEALTH ISSUES: U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2013-2017) MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES FBI UNIFORM CRIME REPORTS (2017) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2015) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, BUREAU OF SUBSTANCE ABUSE SERVICES (2017) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, ANNUAL REPORTS ON BIRTHS (2016) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, OPIOID RELATED EMS INCIDENTS (2018) MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2017) MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL PROFILES (FY 2013-2017) MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL DISCHARGES (2017) MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2018) MIDDLESEX LEAGUE YOUTH RISK BEHAVIOR SURVEY (2019) CHANGING FACES OF GREATER BOSTON, BOSTON FOUNDATION (2019)QUALITATIVE DATA SOURCES: TO OBTAIN TARGETED DATA AND UNDERSTAND THE CURRENT ISSUES FACING THE COMMUNITY, THE FOLLOWING WAS DONE: 28 INTERNAL STAKEHOLDER INTERVIEWS (BOARD MEMBERS, SENIOR LEADERS, AND SERVICE LINE LEADERS) 20 EXTERNAL STAKEHOLDER INTERVIEWS 1,022 HOUSEHOLD SURVEYS TWO COMMUNITY LISTENING SESSIONS (100 ATTENDEES)INDIVIDUALS PROVIDED INPUT THROUGH INTERVIEWS, FOCUS GROUPS, COMMUNITY LISTENING SESSIONS, AND A WIDELY DISTRIBUTED COMMUNITY HEALTH SURVEY. WHILE IT WAS NOT POSSIBLE FOR THE CHNA TO INVOLVE ALL COMMUNITY STAKEHOLDERS, EVERY EFFORT WAS MADE TO BE AS INCLUSIVE AS POSSIBLE AND PROVIDE A BROAD RANGE OF OPPORTUNITIES FOR PARTICIPATION. WINCHESTER HOSPITAL'S COMMUNITY BENEFITS PROGRAM IS BUILT ON PARTNERSHIP AND DIALOGUE WITH OUR MANY COMMUNITIES. OUR UNDERSTANDING OF THESE COMMUNITIES' NEEDS IS DERIVED FROM DISCUSSIONS WITH AND OBSERVATIONS BY HEALTH CARE AND HEALTH-RELATED WORKERS IN THE NEIGHBORHOODS AS WELL AS FROM MORE FORMAL ASSESSMENTS OF PUBLIC HEALTH DATA AND THROUGH FOCUS GROUPS, SURVEYS, ETC. THIS DATA WAS THEN AUGMENTED BY DEMOGRAPHIC AND HEALTH STATUS INFORMATION FROM A VARIETY OF SOURCES INCLUDING THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, FEDERAL RESOURCES SUCH AS THE INSTITUTE OF MEDICINE AND THE CENTERS FOR DISEASE CONTROL AND PREVENTION, AND REVIEW OF LITERATURE RELEVANT TO A PARTICULAR COMMUNITY'S NEEDS. AN ARTICULATION OF EACH SPECIFIC COMMUNITY'S NEEDS (CRAFTED JOINTLY BY WINCHESTER HOSPITAL AND COMMUNITY PARTNERS) INFORMS WINCHESTER HOSPITAL'S DECISION-MAKING ABOUT PRIORITIES FOR COMMUNITY BENEFITS EFFORTS. WE WORK IN CONCERT WITH COMMUNITY RESIDENTS AND LEADERS TO DESIGN SPECIFIC ACTIONS TO BE UNDERTAKEN EACH YEAR. EACH COMPONENT OF THE PLAN IS WOVEN INTO THE GOALS AND AGENDA FOR WINCHESTER HOSPITAL'S COMMUNITY BENEFITS IMPLEMENTATION STRATEGY, ADOPTED BY THE BOARD OF TRUSTEES. |
| FY20 SCHEDULE HIMPLEMENTATION STRATEGY UPDATE | WINCHESTER HOSPITAL'S FY20-22 IMPLEMENTATION STRATEGY FOCUSES ON THE FOLLOWING THREE PRIORITY AREAS IDENTIFIED IN THE CHNA THAT ADDRESS THE BROAD RANGE OF HEALTH AND SOCIAL ISSUES FACING RESIDENTS WHO HAVE THE GREATEST HEALTH DISPARITIES:BASELINE-2019, YEAR 1-2020, YEAR 2-2021, YEAR 3 - 2022PRIORITY AREA #1 - MENTAL HEALTH AND SUBSTANCE USE DISORDERSMENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY, STRESS, STIGMA, AND ACCESS TO TREATMENT) UNDERLIE MANY HEALTH AND SOCIAL CONCERNS. CONCERNS INCLUDE DEPRESSION, ANXIETY/STRESS, SOCIAL ISOLATION AMONG OLDER ADULTS, SUBSTANCE DEPENDENCY (PARTICULARLY USE OF E-CIGARETTES/VAPING AND ALCOHOL BY YOUTH), AND THE OPIOID EPIDEMIC, WHICH CONTINUES TO IMPACT INDIVIDUALS, FAMILIES, AND COMMUNITIES.GOAL: ADDRESS THE PREVALENCE AND IMPACT, STIGMA, RISK/PROTECTIVE FACTORS, AND ACCESS ISSUES ASSOCIATED WITH MENTAL HEALTH AND SUBSTANCE USE DISORDER. TARGET POPULATION: CHILDREN, YOUTH, ADULTS, OLDER ADULTS1.1 PROGRAMMATIC OBJECTIVE: REDUCE ISOLATION AND DEPRESSION:1.2 PROGRAMMATIC OBJECTIVE: REDUCE ENVIRONMENTAL RISK FACTORS ASSOCIATED WITH DEVELOPING MENTAL HEALTH ISSUES1.3 PROGRAMMATIC OBJECTIVE: PROMOTE COLLABORATION, SHARE KNOWLEDGE, AND COORDINATE ACTIVITIES WITH INTERNAL AND EXTERNAL PARTNERS1.4 PROGRAMMATIC OBJECTIVE: INCREASE AWARENESS OF THE IMPACTS AND RISK FACTORS FOR DEVELOPING SUBSTANCE USE DISORDERS1.5 PROGRAMMATIC OBJECTIVE: INCREASE AWARENESS OF THE SIGNS, SYMPTOMS, RISKS, AND STIGMA OF DEVELOPING MENTAL HEALTH ISSUES AND PROMOTE ACCESS TO TREATMENT1.6 INCREASE ACCESS TO APPROPRIATE MENTAL HEALTH AND SUBSTANCE USE TREATMENT AND SUPPORT SERVICES:COMMUNITY ACTIVITIES/STRATEGIES: ORGANIZE AND/OR SUPPORT INITIATIVES THAT INCREASE OPPORTUNITIES FOR SOCIAL ENGAGEMENT ORGANIZE AND/OR SUPPORT COMMUNITY-BASED INITIATIVES THAT INCREASE AWARENESS, PREVENT, AND/OR IDENTIFY INDIVIDUALS AT RISK FOR DEVELOPING SUBSTANCE USE DISORDERS, INCLUDING VAPING. (E.G. BOYS & GIRLS CLUB SBIRT) ORGANIZE AND/OR SUPPORT INITIATIVES THAT REDUCE ENVIRONMENTAL RISK FACTORS ASSOCIATED WITH DEVELOPING MENTAL HEALTH ISSUES SUCH AS HOARDING, ETC. (E.G. SAFE HOME INITIATIVE) SUPPORT AND/OR PARTICIPATE IN TASK FORCES AND COMMUNITY COLLABORATIVES THAT DISCUSS STRATEGIES TO ADDRESS MENTAL HEALTH/SUBSTANCE USE ISSUES ENHANCE ACCESS TO INTEGRATED BEHAVIORAL HEALTH SERVICES PROVIDE SUPPORT/REFERRALS TO INDIVIDUALS WITH MENTAL HEALTH AND/OR SUBSTANCE USE ISSUES WITHIN THE EMERGENCY DEPARTMENTMETRICS/STATUS UPDATE: THE SAFE HOME INITIATIVE IMPLEMENTED FY19 IN COLLABORATION WITH THE WOBURN COUNCIL ON AGING WAS PUT ON HOLD IN FY20 DUE TO COVID RESTRICTIONS. MORE THAN 100 HOURS OF STAFF TIME WAS DEDICATED TO PARTICIPATION IN LOCAL AND REGIONAL SUBSTANCE USE TASK FORCES AND COALITIONS IN FY20. WINCHESTER HOSPITAL PROVIDED A GRANT TO THE BOYS & GIRLS CLUB OF STONEHAM & WAKEFIELD TO CONTINUE PROVIDING THE SBIRT PROGRAM ONSITE AT THE CLUB.IN FY20, 220 YOUTH WERE SCREENED. IN ADDITION, 8 NEW STAFF MEMBERS RECEIVED TRAINING IN EARLY RECOGNITION, BASIC TREATMENT, AND SBIRT METHODOLOGY, SCREENING TECHNIQUES, MOTIVATIONAL INTERVIEWING, TREATMENT OF SUBSTANCE USE DISORDERS, AND SUICIDE PREVENTION. WINCHESTER HOSPITAL PROVIDED SUPPORT TO MYSTIC VALLEY ELDER SERVICES (MVES) TO CONTINUE THE MOBILE MENTAL HEALTH PROGRAM, WHICH PROVIDES HOME-BASED MENTAL HEALTH SERVICES TO OLDER ADULTS IN MEDFORD, NORTH READING, READING, STONEHAM, AND WAKEFIELD. DESPITE THE PANDEMIC, THE MOBILE MENTAL HEALTH PROGRAM PROVIDED SERVICES TO A TOTAL OF 329 COMMUNITY MEMBERS IN FY20, 34% (114) IN THE WINCHESTER HOSPITAL CBSA: MEDFORD (46), STONEHAM (25), NORTH READING (6), READING (20), AND WAKEFIELD (17). WINCHESTER HOSPITAL PROVIDED A GRANT TO THE WINCHESTER HEALTH DEPARTMENT AND THE SAFER COALITION TO SUPPORT THE INTERFACE MENTAL HEALTH REFERRAL SERVICE, LAUNCHED IN JANUARY 2020. IN FY20, 85 RESIDENTS RECEIVED ASSISTANCE. OF THE 82 RESIDENTS SERVED IN FY20, THE LEADING ISSUES WERE ANXIETY, DEPRESSION, AND COVID RELATED ISSUES. MORE THAN 50% WERE FEMALE, AND THE MAJORITY REQUESTING ASSISTANCE WAS BETWEEN THE AGES OF 6-17 LAHEY HEALTH PRIMARY CARE ADOPTED THE COLLABORATIVE CARE MODEL (COCM) AND INTEGRATED BEHAVIORAL HEALTH SERVICES INTO PRIMARY CARE OFFICES IN WINCHESTER HOSPITAL'S CBSA. BEHAVIORAL HEALTH SERVICES WERE PROVIDED TO 624 PATIENTS IN THREE PRIMARY CARE OFFICES LOCATED IN STONEHAM, TEWKSBURY, AND WINCHESTER.COMMUNITY PARTNERS: BOYS & GIRLS CLUB OF STONEHAM/WAKEFIELD, STONEHAM COALITION FOR A HEALTH COMMUNITY, MYSTIC VALLEY ELDER SERVICES, WINCHESTER HEALTH DEPARTMENT, WINCHESTER SAFER COALITIONPRIORITY AREA #2 - CHRONIC/COMPLEX CONDITIONS AND RISK FACTORSTHE CHNA FINDINGS REVEALED A NEED TO ADDRESS THE MANY RISK FACTORS ASSOCIATED WITH CHRONIC AND COMPLEX HEALTH CONDITIONS, INCLUDING PHYSICAL INACTIVITY AND POOR NUTRITION/LIFESTYLE, PARTICULARLY FOR OLDER ADULTS, PEOPLE WITH LOWER LEVELS OF EDUCATION/HEALTH LITERACY, AND THOSE WITH ACCESS ISSUES. ADDRESSING THE LEADING RISK FACTORS IS THE KEY TO MANY CHRONIC DISEASE PREVENTION AND MANAGEMENT STRATEGIES.GOAL: PREVENT, DETECT AND MANAGE CHRONIC DISEASE AND COMPLEX CONDITIONS AND ENHANCE ACCESS TO TREATMENT AND SUPPORT SERVICESTARGET POPULATION: OLDER ADULTS, INDIVIDUALS WITH CHRONIC/COMPLEX CONDITIONS, LOW-RESOURCE INDIVIDUALS AND FAMILIES, YOUTH AND ADOLESCENTS2.1 PROGRAMMATIC OBJECTIVE: CREATE AWARENESS OF/EDUCATE COMMUNITY MEMBERS ABOUT THE PREVENTABLE RISK FACTORS ASSOCIATED WITH CHRONIC AND COMPLEX HEALTH CONDITIONS.2.2 PROGRAMMATIC OBJECTIVE: HELP COMMUNITY MEMBERS DETECT CHRONIC DISEASE ANDPROVIDE LINKAGES TO SERVICES2.3 PROGRAMMATIC OBJECTIVE: ENGAGE INDIVIDUALS IN EVIDENCE-BASED/EVIDENCE-INFORMEDPROGRAMS THAT HELP THEM BETTER MANAGE THEIR CHRONIC DISEASE2.4 PROGRAMMATIC OBJECTIVE: EDUCATE INDIVIDUALS ABOUT ACHIEVING A HEALTHY DIET2.5 PROGRAMMATIC OBJECTIVE: INCREASE ACCESS TO SUPPORTIVE SERVICES THAT REDUCE THE STRESS AND ANXIETY ASSOCIATED WITH CHRONIC ILLNESS:COMMUNITY ACTIVITIES/STRATEGIES: ORGANIZE AND/OR SUPPORT PROGRAMS AND ACTIVITIES IN CLINICAL OR COMMUNITY-BASED SETTINGS TO PROVIDE EDUCATION (E.G. BREAST CANCER EDUCATION & OUTREACH, STROKE AWARENESS, BACK TO SCHOOL EVENT). ORGANIZE AND/OR SUPPORT HEALTH SCREENINGS IN CLINICAL OR NON-CLINICAL SETTINGS TO DETECT CHRONIC/COMPLEX CONDITIONS AND REFER TO AND/OR COORDINATE CARE (E.G. BREAST CANCER RISK ASSESSMENT, HOME BLOOD DRAW PROGRAM) ORGANIZE AND/OR SUPPORT PROGRAMS AND ACTIVITIES THAT REFER, EDUCATE AND SUPPORT INDIVIDUALS IN BETTER MANAGING THEIR CHRONIC/COMPLEX CONDITIONS (E.G. CHRONIC DISEASE MANAGEMENT PROGRAM, CHAMP PEDIATRIC ASTHMA PROGRAM, FIGHTING FATIGUE, ETC.) ORGANIZE AND/OR SUPPORT PROGRAMS IN CLINICAL AND NON-CLINICAL SETTINGS THAT EDUCATE ON HOW TO CHOOSE AND/OR PREPARE HEALTHY FOODS PROVIDE OR SUPPORT PROGRAMS AND SERVICES THAT HELP INDIVIDUALS AND FAMILY MEMBERS ALLEVIATE THE BURDEN(S) ASSOCIATED WITH CHRONIC/COMPLEX CONDITIONSMETRICS/STATUS UPDATE: IN FY20, WINCHESTER HOSPITAL CONDUCTED 3,342 FREE BREAST CANCER RISK ASSESSMENTS. IN FY20, 72 ADULTS WITH CHRONIC DISEASES PARTICIPATED IN WINCHESTER HOSPITAL'S CHRONIC DISEASE MANAGEMENT PROGRAM DUE TO COVID-19, CHAMP WAS PUT ON HOLD FROM MARCH TO SEPTEMBER 2020. HOWEVER, 85 CHILDREN ENROLLED. TRAINING SESSIONS WERE PROVIDED TO 37 NURSES AT FOUR DIFFERENT SCHOOLS. 56 HOME VISITS AND 163 ASTHMA ACTION PLANS WERE COMPLETED. PHYSICAL THERAPISTS FROM WINCHESTER HOSPITAL DEVELOPED AND LAUNCHED THE FIGHTING FATIGUE PROGRAM. IN FY20, A TOTAL OF 94 CLASSES WERE HELD, WITH 13 PARTICIPANTS COMPLETING THE 12-WEEK PROGRAM. IN FY20 AN AVERAGE OF 85 COMMUNITY MEMBERS PER MONTH PARTICIPATED IN WINCHESTER HOSPITAL'S HMR WEIGHT MANAGEMENT PROGRAM. IN FY20, WINCHESTER HOSPITAL PROVIDED 584 FREE INTEGRATIVE THERAPY SESSIONS TO MORE THAN 500 PATIENTS UNDERGOING CANCER TREATMENT. IN ADDITION, 13 YOGA CLASSES WERE OFFERED TO CANCER PATIENTS IN TREATMENT OR RECOVERY, REACHING APPROXIMATELY 50 PARTICIPANTS. COMMUNITY PARTNERS: AMERICAN CANCER SOCIETY |
| PRIORITY AREA # 3: SOCIAL DETERMINANTS OF HEALTH AND ACCESS TO CARE: | A DOMINANT THEME FROM THE ASSESSMENT WAS THE TREMENDOUS IMPACT THAT THE SOCIAL DETERMINANTS OF HEALTH, PARTICULARLY FINANCIAL INSECURITY, ADEQUATE HEALTH INSURANCE COVERAGE, HOUSING, TRANSPORTATION, AND ACCESS TO HEALTHY FOODS HAVE ON RESIDENTS WITHIN WH'S CBSA. THE SOCIAL DETERMINANTS OF HEALTH ARE OFTEN THE DRIVERS OR UNDERLYING FACTORS THAT CREATE OR EXACERBATE MENTAL HEALTH ISSUES, SUBSTANCE MISUSE, AND CHRONIC/COMPLEX CONDITIONS. THESE SOCIAL DETERMINANTS OF HEALTH, PARTICULAR FINANCIAL INSECURITY, ALSO UNDERLIE MANY OF THE ACCESS TO CARE ISSUES THAT WERE PRIORITIZED IN THE ASSESSMENT: NAVIGATING THE HEALTH SYSTEM (INCLUDING HEALTH INSURANCE), CHRONIC DISEASE MANAGEMENT, AND AFFORDING CARE. A KEY FINDING WAS THE CONTINUED IMPACT THAT THE SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, TRANSPORTATION, ACCESS TO CARE, HOUSING, FOOD SECURITY) HAVE ON RESIDENTS OF WINCHESTER HOSPITAL'S SERVICE AREA, ESPECIALLY THOSE WITH LOW TO MODERATE INCOME AND THOSE WHO ARE FRAIL OR HOMEBOUND, HAVE MENTAL HEALTH OR SUBSTANCE USE ISSUES, OR LACK A CLOSE SUPPORT SYSTEM. DESPITE THE FACT THAT PEOPLE IN WINCHESTER HOSPITAL'S SERVICE AREA ARE GENERALLY INSURED AND EMPLOYED, THE CHNA INDICATED CONCERN THAT FAMILIES FACE FINANCIAL STRESS BECAUSE OF HIGH OUT-OF-POCKET COSTS FOR HEALTH CARE SERVICES AND INELIGIBILITY FOR PUBLIC BENEFITS. IF ELIGIBLE, FAMILIES IN NEED OFTEN DON'T ENROLL BECAUSE OF THE STIGMA OF ACCEPTING PUBLIC ASSISTANCE. IN ADDITION, SOME GROUPS FACE LANGUAGE AND CULTURAL BARRIERS TO SERVICES.GOAL: ADDRESS SOCIAL DETERMINANTS OF HEALTH AND BARRIERS TO CARETARGET POPULATION: OLDER ADULTS, INDIVIDUALS WITH CHRONIC/COMPLEX CONDITIONS, LOW-RESOURCE INDIVIDUALS AND FAMILIES, YOUTH AND ADOLESCENTS3.1 PROGRAMMATIC OBJECTIVE: INCREASE ACCESS TO AFFORDABLE AND SAFE TRANSPORTATION OPTIONS3.2 PROGRAMMATIC OBJECTIVE: EDUCATE PROVIDERS AND COMMUNITY MEMBERS ABOUT HOSPITAL AND/OR PUBLIC ASSISTANCE PROGRAMS THAT CAN HELP THEM IDENTIFY AND ENROLL IN APPROPRIATE HEALTH INSURANCE PLANS AND/OR REDUCE THEIR FINANCIAL BURDEN3.3 PROGRAMMATIC OBJECTIVE: ENHANCE AWARENESS ABOUT HOSPITAL/COMMUNITY RESOURCES THAT ADDRESS HEALTH ISSUES AND SOCIAL DETERMINANTS OF HEALTH3.4 PROGRAMMATIC OBJECTIVE: EXPLORE WAYS TO REDUCE/ADDRESS HOUSING INSTABILITY3.5 PROGRAMMATIC OBJECTIVE: INCREASE ACCESS TO CLINICAL SERVICES FOR HOMEBOUND PATIENTS3.6 PROGRAMMATIC OBJECTIVE: INCREASE ACCESS TO AFFORDABLE AND NUTRITIOUS FOODS AND AFFORDABLE PHYSICAL ACTIVITY3.7 PROGRAMMATIC OBJECTIVE: INCREASE AWARENESS ABOUT HOW TO CREATE A HEALTHY AND SAFE ENVIRONMENT FOR BABIES AND FAMILIES, AND PROMOTE HEALTHY CHILD DEVELOPMENT:3.8 PROGRAMMATIC OBJECTIVE: ENSURE ACCESS TO PREVENTIVE MEASURES, TESTING, SCREENING AND TREATMENT FOR THOSE AT-RISK OR EXPOSED TO COVID-19 AND MITIGATE THE IMPACTS OF THE PANDEMIC ON THE SOCIAL DETERMINANTS OF HEALTH3.9 PROGRAMMATIC OBJECTIVE: PROMOTE EQUITABLE CARE AND SUPPORT FOR THOSE WHO FACE CULTURAL AND LINGUISTIC BARRIERSCOMMUNITY ACTIVITIES/STRATEGIES: PROVIDE SUPPORT FOR PROGRAMS/INITIATIVES THAT ADDRESS ISSUES ASSOCIATED WITH TRANSPORTATION PROVIDE COUNSELING, SUPPORT, AND REFERRAL SERVICES TO COMMUNITY MEMBERS TO ENROLL AND REMAIN IN APPROPRIATE DISTRIBUTE INFORMATION AT COMMUNITY EVENTS AND TO PHYSICIANS, CLINICAL STAFF, AND COMMUNITY PARTNERS. DEVELOP RELATIONSHIPS WITH COMMUNITY PARTNERS AND ORGANIZATIONS THAT ADDRESS ISSUES ASSOCIATED WITH HOUSING INSTABILITY PROVIDE OR SUPPORT PROGRAMS/INITIATIVES THAT ENHANCE ACCESS TO CLINICAL SERVICES ORGANIZE AND/OR SUPPORT PROGRAMS THAT PROVIDE ACCESS TO FREE OR LOW-COST HEALTHY FOODS AND PHYSICAL ORGANIZE AND/OR SUPPORT PROGRAMS THAT PROMOTE A HEALTHY AND SAFE ENVIRONMENT AND/OR FOSTER HEALTHY GROWTH AND DEVELOPMENT FOR INFANTS AND BABIES ORGANIZE AND/OR SUPPORT PROGRAMS/INITIATIVES THAT HELP PREVENT THE SPREAD OF COVID AND/OR INCREASE ACCESS TO SCREENING AND TREATMENT. PROVIDE LINGUISTICALLY AND CULTURALLY APPROPRIATE HEALTH EDUCATION AND CARE MANAGEMENT SUPPORT COMMUNITY-BASED INITIATIVES THAT ADDRESS LANGUAGE BARRIERSMETRICS/STATUS UPDATE WINCHESTER HOSPITAL COLLABORATED WITH CHECKER CAB OF WOBURN TO PROVIDE FREE RIDES TO MEDICAL APPOINTMENTS FOR MORE THAN 90 PATIENTS. THROUGH A GRANT WINCHESTER HOSPITAL PROVIDED TO METRO HOUSING BOSTON, THE CO-LOCATION PROGRAM PROVIDED FREE COUNSELING TO 107 LOW- TO MODERATE-INCOME INDIVIDUALS AND FAMILIES TO HELP PREVENT THEM FROM BEING EVICTED AND INCREASE HOUSING STABILITY. IN FY20, WINCHESTER HOSPITAL LAB SERVICES PROVIDED 10,293 FREE IN-HOME BLOOD DRAWS. PROVIDED MORE THAN $40,000 IN SUPPORT TO HELP LOCAL FOOD PANTRIES, SENIOR CENTERS, AND VARIOUS COMMUNITY ORGANIZATIONS REDUCE FOOD INSECURITY FOR OVER 20,000 COMMUNITY MEMBERS AND FAMILIES THE MEDFORD SNAP GAP PROGRAM ENROLLED 10 LOW-INCOME FAMILIES WITH YOUNG CHILDREN FACING FOOD INSECURITY INTO THE SNAP. 1,498 MEDFORD PUBLIC SCHOOL STUDENTS RECEIVED PANDEMIC ELECTRONIC BENEFITS TRANSFER (P-EBT) CARDS. IN FY20, INTERPRETERS ASSISTED 1,063 PATIENTS BY PROVIDING FREE INTERPRETER SERVICES SESSIONS, TOTALING 494 IN-PERSON AND 1007 REMOTE VIDEO SESSIONS. COMMUNITY PARTNERS: METRO HOUSING BOSTON, MINUTEMAN SENIOR SERVICES, NEW ENTRY SUSTAINABLE FARMING INITIATIVE, WINCHESTER HOUSING AUTHORITY |
| FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION | THE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW WINCHESTER HOSPITAL CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 8.33% OF WINCHESTER HOSPITAL'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. COMMUNITY BENEFITSANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, BIDMC'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY WERE COMPLETED AND APPROVED BY THE COMMUNITY BENEFITS ADVISORY COMMITTEE AND BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, AS REQUIRED PURSUANT TO THE REGULATIONS UNDER INTERNAL REVENUE CODE SECTION 501(R). IN ADDITION, AS NOTED IN THIS FORM 990 SCHEDULE H, PART I, LINES 6A AND 6B, THE HOSPITAL PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT THAT IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND ON THE HOSPITAL WEBSITE AT:HTTPS://WWW.WINCHESTERHOSPITAL.ORG/OUR-PROMISE/SUPPORTING-OUR-COMMUNITY.THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT WINCHESTER HOSPITAL FILED WITH THE ATTORNEY GENERAL'S OFFICE. EMERGENCY CARE ACCESSIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, WINCHESTER HOSPITAL IS A GENERAL MEDICAL AND SURGICAL HOSPITAL, PROVIDING 24-HOUR EMERGENCY MEDICAL CARE TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCEWINCHESTER HOSPITAL'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $2,889,641 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A.AS PREVIOUSLY NOTED IN THIS FORM 990, WINCHESTER HOSPITAL IS ONE OF TEN HOSPITALS WITHIN THE BETH ISRAEL LAHEY HEALTH NETWORK. COMBINED THESE HOSPITALS' NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $44M FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020. DURING THE FISCAL YEAR COVERED BY THIS FILING, WINCHESTER HOSPITAL ADOPTED AN AMENDED WRITTEN FINANCIAL ASSISTANCE POLICY. AS REPORTED IN SCHEDULE H PART I LINE 3 AND AGAIN IN SCHEDULE H PART V SECTION B LINE 13, UNDER THAT POLICY, ELIGIBILITY FOR FREE CARE TO LOW-INCOME INDIVIDUALS IS DETERMINED USING FEDERAL POVERTY GUIDELINES OF 400% FOR FULL FREE CARE AND 400% FOR PARTIAL FREE CARE. ELIGIBILITY FOR DISCOUNTED CARE IS DETERMINED BY REVIEWING THE INDIVIDUAL'S EMPLOYMENT STATUS, FAMILY SIZE AND MONTHLY EXPENSES, INCLUDING MEDICAL HARDSHIP REVIEW.OTHER UNCOMPENSATED CHARITY CAREMEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, WINCHESTER HOSPITAL ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW-INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS THAT INSURE LOW-INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, WINCHESTER HOSPITAL GENERATED $15,644,823 RELATED TO TREATING MEDICAID PATIENTS WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY WINCHESTER HOSPITAL FOR SUCH SERVICES BY $9,117,365 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND WINCHESTER HOSPITAL PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, WINCHESTER HOSPITAL GENERATED $91,039,384 RELATED TO TREATING MEDICARE PATIENTS. THE COSTS OF PROVIDING CARE TO MEDICARE PATIENTS EXCEEDED REVENUE BY $36,405,802. OF THESE AMOUNTS, REVENUE OF $ $ 19,121,617 IS RELATED TO THE PROVISION OF CARDIOLOGY, GYNECOLOGY, HEMATOLOGY & ONCOLOGY, AND RHEUMATOLOGY AND IS INCLUDED ON THIS SCHEDULE H, PART I, LINE 7G, AS PART OF SUBSIDIZED HEALTH SERVICES BECAUSE THE COST OF THOSE SERVICES EXCEEDED REVENUES BY $8,998,333. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH WINCHESTER HOSPITAL CONSIDERS THE PROVISION OF CLINICAL CARE TO ALL MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, THE REMAINING CARE TO MEDICARE PATIENTS IS NOT QUANTIFIED ON PAGE 1 OF THE SCHEDULE H. INSTEAD, PER THE IRS INSTRUCTIONS TO SCHEDULE H, WINCHESTER HOSPITAL HAS SEPARATELY REPORTED THIS AMOUNT IN SCHEDULE H, PART III, LINE 7, AS REQUIRED. HOWEVER, IF THE MEDICARE SHORTFALL WERE INCLUDED IN THE SCHEDULE H PART I LINE 7 CALCULATION, IT WOULD INCREASE TO 17.37%. |
| BAD DEBTS | IN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, WINCHESTER HOSPITAL ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. CHARGES FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $7,699,268AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 INCLUDE THE ACCOUNTS OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH) AND AFFILIATES. THE FINANCIAL STATEMENTS OF THE SYSTEM ALSO INCLUDE A CONTROLLED AFFILIATE, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP).FINANCIAL STATEMENT FOOTNOTESTHE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR THE FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2020 INCLUDE THE ACCOUNTS OF: 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.THE BETH ISRAEL LAHEY HEALTH INC. CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE REGARDING BAD DEBT EXPENSE.EMERGENCY CARE ACCESSWINCHESTER HOSPITAL'S DEPARTMENT OF EMERGENCY MEDICINE PROVIDES MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OFFERS THIS CARE FOR ALL PATIENTS THAT COME TO THIS FACILITY 24 HOURS A DAY, 7 DAYS A WEEK, AND 365 DAYS A YEAR. |
| FINANCIAL ASSISTANCE POLICYINTERNAL REVENUE CODE SECTION 501(R)(4) | FINANCIAL ASSISTANCE POLICY PURPOSE WINCHESTER HOSPITAL IS DEDICATED TO PROVIDING FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM OR OTHERWISE UNABLE TO PAY FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THE WH FINANCIAL ASSISTANCE POLICY (FAP) IS INTENDED TO BE IN COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS FOR OUR SERVICE AREA. PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL RECEIVE FREE AND/OR DISCOUNTED CARE FROM WINCHESTER HOSPITAL AS WELL AS PROVIDERS WHO FOLLOW WINCHESTER HOSPITAL'S FINANCIAL ASSISTANCE POLICY. A LIST OF ALL PROVIDERS WHO PROVIDE CARE WITHIN WINCHESTER HOSPITAL AS WELL AS INFORMATION INDICATING IF THE LISTED PROVIDERS FOLLOW WINCHESTER HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS INCLUDED IN APPENDIX 5 TO THE FINANCIAL ASSISTANCE POLICY. WINCHESTER HOSPITAL DOES NOT DISCRIMINATE BASED ON THE PATIENT'S AGE, GENDER, RACE, CREED, RELIGION, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, NATIONAL ORIGIN OR IMMIGRATION STATUS WHEN DETERMINING ELIGIBILITY.FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND EMERGENCY CARE POLICYAS REQUIRED BY IRC SECTION 501(R)(4) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL MAINTAINS A WRITTEN FINANCIAL ASSISTANCE POLICY (FAP) THAT APPLIES TO ALL EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PROVIDED BY THE HOSPITAL FACILITY. (SCHEDULE H PART I QUESTIONS 1A AND 1B). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21). THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE PROVIDER LIST IS UPDATED NOT LESS THAN QUARTERLY AND THE AMOUNTS GENERALLY BILLED (AGB) CALCULATION IS UPDATED NOT LESS THAN ANNUALLY. THE HOSPITAL MAINTAINS A SEPARATE CREDIT AND COLLECTION POLICY AS PERMITTED UNDER THE TREASURY REGULATIONS AND THIS CREDIT AND COLLECTION POLICY IS REFERENCED WITHIN THE FAP AS REQUIRED, ALONG WITH INFORMATION ON HOW TO OBTAIN A FREE COPY OF THE CREDIT AND COLLECTION POLICY. (SCHEDULE H PART III SECTION C QUESTIONS 9A AND 9B AND PART V SECTION B QUESTION 17). THE HOSPITAL'S FAP AND CREDIT & COLLECTION POLICY, REVISED AUGUST 2020, WERE ADOPTED BY THE HOSPITAL'S BOARD PRIOR TO SEPTEMBER 30, 2017 AND THESE DOCUMENTS WERE ALL EFFECTIVE AS OF OCTOBER 1, 2017, THE FIRST DAY OF THE HOSPITAL'S FISCAL YEAR IN WHICH THE HOSPITAL WAS REQUIRED TO BE IN COMPLIANCE WITH THE REGULATIONS PROMULGATED BY THE TREASURY AND RELATED TO IRC SECTION 501(R). FINANCIAL ASSISTANCE POLICYAPPLYING FOR ASSISTANCE THE HOSPITAL'S FAP INCLUDES INFORMATION ON THE METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE UNDER THE FAP. THIS INFORMATION IS ALSO INCLUDED IN THE PLAIN LANGUAGE SUMMARY (PLS). IN ADDITION, THE HOSPITAL'S FINANCIAL ASSISTANCE APPLICATION INCLUDES A LIST OF INFORMATION/DOCUMENTATION REQUIRED AS PART OF A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. (SCHEDULE H PART V SECTION B QUESTION 15)FINANCIAL ASSISTANCE POLICYELIGIBILITY GUIDELINES THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE. (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE, AND THIS INFORMATION WILL BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP. (SCHEDULE H PART I QUESTIONS 3C).FINANCIAL ASSISTANCEPUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL PROVIDE ALL INDIVIDUALS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION.FINANCIAL ASSISTANCE POLICYTRANSLATIONS THE HOSPITAL'S FAP, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY, APPLICATION FOR FINANCIAL ASSISTANCE AND HARDSHIP APPLICATION (SEE DETAIL BELOW) HAVE ALL BEEN TRANSLATED INTO THE LANGUAGES SPOKEN BY THOSE IN THE HOSPITAL'S COMMUNITY WHO MAY COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE LANGUAGES OF LIMITED ENGLISH PROFICIENCY (LEP) OF ITS PATIENTS, 5% OF THE POPULATION OR 1000 PERSONS, WHICHEVER IS LESS, IN ACCORDANCE WITH THE REGULATIONS PROMULGATED UNDER IRC SECTION 501(R). BASED ON THE HOSPITAL'S REVIEW OF THIS SAFE HARBOR, THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE FOLLOWING LANGUAGES: ENGLISH, ARABIC, ARMENIAN, CAMBODIAN, FRENCH, GREEK, HAITIAN-CREOLE, HINDI, ITALIAN, JAPANESE, KOREAN, MON-KHINER, PORTUGUESE, PANJABI, RUSSIAN, SPANISH, VIETNAMESE, SIMPLIFIED AND TRADITIONAL CHINESE. (SCHEDULE H PART V SECTION B QUESTION 16I) |
| FINANCIAL ASSISTANCE POLICYWIDELY PUBLICIZING AND AVAILABILITY | COPIES OF THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN BOTH ENGLISH AND ALL LEP LANGUAGES AT THE HOSPITAL, BY MAIL FREE OF CHARGE AND/OR ON THE HOSPITAL'S WEBSITE: (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H) AT HTTPS://WWW.WINCHESTERHOSPITAL.ORG/FILE%20LIBRARY/UNASSIGNED/WH---ENGLISH-FAP--JAN.-2021_FINAL-.PDFIN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE. (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS BEFORE DISCHARGE AND CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDES CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED. ADDITIONALLY, A PLAIN LANGUAGE SUMMARY OF THE FAP IS PROVIDED TO PATIENTS AS PART OF THE INTAKE AND/OR DISCHARGE PROCESS. (SCHEDULE H PART V SECTION B QUESTION 16G). FINANCIAL ASSISTANCE POLICYPLAIN LANGUAGE SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION, INCLUDING THE WEBSITE ADDRESS, THE LOCATION AND PHONE NUMBER OF THE FINANCIAL COUNSELING OFFICE. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS APPROVAL UNDER THE FAP WILL APPLY. LINKS TO FINANCIAL ASSISTANCE POLICY AND RELATED DOCUMENTSTHE FOLLOWING FINANCIAL ASSISTANCE POLICY (FAP) DOCUMENTS: CREDIT AND COLLECTION POLICY APPLICATION FOR FINANCIAL ASSISTANCE MEDICAL HARDSHIP APPLICATION FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY AS WELL AS ADDITIONAL INFORMATION ON PATIENT FINANCIAL ASSISTANCE AND BILLING, ALL IN [ENGLISH, ARABIC, ARMENIAN, CAMBODIAN, FRENCH, GREEK, HAITIAN-CREOLE, HINDI, ITALIAN, JAPANESE, KOREAN, MON-KHINER, PORTUGUESE, PANJABI, RUSSIAN, SPANISH, VIETNAMESE, SIMPLIFIED AND TRADITIONAL CHINESE, CAN BE FOUND ON THE WINCHESTER HOSPITAL WEBSITE ATHTTPS://WWW.WINCHESTERHOSPITAL.ORG/FILE%20LIBRARY/UNASSIGNED/WH---ENGLISH-FAP--JAN.-2021_FINAL-.PDFLIMITATION ON CHARGESINTERNAL REVENUE CODE SECTION 501(R)(5)LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE-ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLEDLOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS INCLUDED IN THE HOSPITAL'S FAP AS REQUIRED UNDER THE REGULATIONS DETAILING THE REQUIREMENTS UNDER IRC SECTION 501(R)(5). (SCHEDULE H PART V SECTION B QUESTION 22). PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLEDTHE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. WHERE A PATIENT SUBMITS A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE AND IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL REFUNDS ANY AMOUNTS PREVIOUSLY PAID FOR CARE THAN EXCEEDS THE AMOUNT THAT THE PATIENT IS PERSONALLY RESPONSIBLE FOR PAYING WHERE SUCH AMOUNTS ARE EQUAL TO OR EXCEED $5.00. |
| BILLING AND COLLECTIONS501(R)(6) | EXTRAORDINARY COLLECTION ACTIVITIESTHE HOSPITAL DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS. (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE. BIDMCADDITIONAL INFORMATION REGARDING PROMOTING THE HEALTH OF THE COMMUNITY (SCHEDULE H, PART VI, QUESTIONS 5 AND 6)COMMUNITY BOARDAS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. AFFILIATED HEALTH CARE SYSTEMAS NOTED IN VARIOUS NARRATIVE DISCLOSURES THAT SUPPORT THIS FORM 990 AND RELATED SCHEDULES FOR THE PERIOD COVERED BY THIS FILING, BILH IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. BILH SERVES AS SOLE MEMBER OF 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). LAHEY CLINIC FOUNDATION SERVES AS THE SOLE MEMBER OF LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER. EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES.FOR THE FISCAL YEAR 2020 THE BILH HOSPITALS NOTED ABOVE PROVIDED CARE TO MEDICAID PATIENTS AT COSTS WHICH EXCEEDED REVENUES BY OVER $86 MILLION AND PROVIDED CARE TO MEDICARE PATIENTS AT COSTS WHICH EXCEEDED REVENUES BY $117 MILLION. IN ADDITION, THE BILH HOSPITALS PROVIDED TOTAL COMMUNITY BENEFITS IN THE NATURE OF DIRECT SERVICES TO THE COMMUNITIES SERVED BY THE BILH NETWORK AS WELL AS FUNDS PROVIDED TO COMMUNITY PARTNERS IN THE AMOUNT OF $93 MILLION BILH HOSPITALS ALSO INCURRED NET COSTS FOR SUBSIDIZED HEALTH SERVICES TO ENSURE THAT CARE WAS AVAILABLE WITHIN THE COMMUNITIES SERVED ACROSS BILH IN THE AMOUNT OF $32 MILLION. FINALLY, BILH HOSPITALS ARE COMMITTED TO PROVIDING RESEARCH TO FURTHER ADVANCE CARE TO BILH PATIENTS AND TO THE GENERAL ADVANCEMENT TO HEALTHCARE TREATMENT BEYOND THE COMMUNITIES IMMEDIATELY SERVED BY BILH AND TO PROVIDING CUTTING EDGE TRAINING TO FUTURE HEALTHCARE PROVIDERS. BILH HOSPITALS INVESTED NET COSTS OF $183 MILLION TOWARD THESE MISSIONS DURING THE FISCAL YEAR COVERED BY THIS FILING. |
| IRC 501(R) REPORTING UNDER REVENUE PROCEDURE 2015-21: | DURING A REVIEW OF WINCHESTER HOSPITAL, INC.'S SECTION 501(R) COMPLIANCE IN THE HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2019, IT WAS DETERMINED THAT CERTAIN INFORMATION IN THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY (FAP), PLAIN LANGUAGE SUMMARY (PLS) AND CREDIT AND COLLECTIONS POLICY (CCP) AS THEN IN EFFECT REQUIRED CLARIFICATION OR CORRECTION. ALL CORRECTIONS AND CLARIFICATIONS WERE MADE AS REQUIRED PRIOR TO THE HOSPITAL'S FILING OF THE FORM 990 FOR THAT SAME FISCAL PERIOD. BECAUSE THE CORRECTIONS AND CLARIFICATIONS WERE MADE DURING THE FISCAL YEAR COVERED BY THE CURRENT FILING, THIS DISCLOSURE IS INCLUDED AGAIN IN THE FORM 990. IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN REVENUE PROCEDURE 2015-21, EACH OF THE IDENTIFIED ITEMS IS LISTED ALONG WITH THE METHOD OF CORRECTION. CORRECTION OCCURRED BY ADOPTION OF A REVISED FAP, PLS AND CCP BY THE HOSPITAL'S AUTHORIZED BODY PRIOR TO FILING THE RETURN FOR FISCAL YEAR 2019, WHICH WAS FILED DURING THE HOSPITAL'S FISCAL YEAR 2020. (1) WHILE THE FAP SPECIFIED THE PERCENTAGE OF DISCOUNTS AVAILABLE, IT DID NOT SPECIFICALLY REFER TO WHAT CHARGES THOSE DISCOUNTS WOULD BE APPLIED. THE FAP HAS BEEN REVISED TO CLARIFY THAT THE DISCOUNTS ARE APPLIED TO PATIENT GROSS CHARGES. (2) THE FAP DID NOT SPECIFY THE AMOUNTS GENERALLY BILLED (AGB) BY THE HOSPITAL OR SPECIFY THE METHODOLOGY FOR CALCULATING THE AGB. THIS INFORMATION WAS POSTED ON THE HOSPITAL'S WEBSITE BUT WAS NOT SPECIFICALLY INCLUDED IN THE FAP. THE FAP HAS BEEN REVISED TO INCLUDE THIS INFORMATION. (3) THE FAP DID NOT CLEARLY DESCRIBE INFORMATION OBTAINED FROM SOURCES OTHER THAN THE INDIVIDUAL SEEKING FINANCIAL ASSISTANCE TO PRESUMPTIVELY DETERMINE THAT THE INDIVIDUAL IS FAP-ELIGIBLE. THE FAP HAS BEEN REVISED TO CLARIFY SUCH INFORMATION. (4) THE LIST OF PROVIDERS OF EMERGENCY AND MEDICALLY NECESSARY CARE AT THE HOSPITAL DID NOT INCLUDE ALL PROVIDERS. THE LIST HAS BEEN UPDATED AND NOW REFLECTS ALL PROVIDERS. (5) THE PLS DID NOT INCLUDE INSTRUCTIONS ON HOW AN INDIVIDUAL CAN OBTAIN A FREE COPY OF THE FAP AND FAP INSTRUCTIONS BY MAIL AND DID NOT INCLUDE THE CONTACT INFORMATION, INCLUDING TELEPHONE NUMBER AND PHYSICAL LOCATION OF THE HOSPITAL'S OFFICE OR DEPARTMENT THAT CAN PROVIDE ASSISTANCE WITH THE FAP APPLICATION PROCESS. THE PLS HAS BEEN REVISED TO INCLUDE THIS INFORMATION. (6) THE HOSPITAL HAD NOT YET MADE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL ABOUT THE FAP IN A MANNER REASONABLY CALCULATED TO REACH THOSE MEMBERS WHO ARE MOST LIKELY TO REQUIRE FINANCIAL ASSISTANCE. THE HOSPITAL HAS SINCE MADE SUCH EFFORTS, INCLUDING BY DISTRIBUTING COPIES OF ITS FAP AND FAP APPLICATION TO REFERRING STAFF PHYSICIANS AND TO COMMUNITY HEALTH CENTERS SERVING THE HOSPITAL'S COMMUNITY. (7) THE HOSPITAL HAD NOT BEEN OFFERING A PAPER COPY OF ITS PLS TO PATIENTS AS PART OF THE INTAKE OR DISCHARGE PROCESS. THE HOSPITAL HAS NOW ENSURED THAT IT IS DOING SO. (8) WHILE THE HOSPITAL HAD NOT BEEN ENGAGING IN ANY EXTRAORDINARY COLLECTION ACTIONS (ECAS), ITS CCP DID NOT INCLUDE A DESCRIPTION OF THE OFFICE, DEPARTMENT OR COMMITTEE WITH FINAL AUTHORITY FOR DETERMINING THAT REASONABLE EFFORTS HAD BEEN MADE TO DETERMINE FAP ELIGIBILITY BEFORE ENGAGING IN ANY ECAS. THE CCP HAS BEEN REVISED TO [EXPLICITLY PROHIBIT THE HOSPITAL FROM ENGAGING IN ECAS / INCLUDE SUCH A DESCRIPTION].FINALLY, THE HOSPITAL HAS ADOPTED PROCEDURES THAT REQUIRE THE HOSPITAL TO REVIEW, ON A REGULAR BASIS, THE HOSPITAL'S POLICIES AND PROCEDURE TO ENSURE COMPLIANCE WITH THE REQUIREMENTS OF SECTION 501(R) AND THE REGULATIONS ISSUED THEREUNDER. THOSE PROCEDURES INCLUDE REVIEWING A SECTION 501(R) COMPLIANCE CHECKLIST. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB STONEHAMWAKEFIELD | |||||||
| 15 DALE COURT | STONEHAM | MA | 02180 | 237025777 | 501(C)(3) | $5,000 | $5K WAS PART OF A TOTAL OF $53,700. PROVIDED TO NINE DIFFERENT ORGANIZATIONS TO SUPPORT FOOD ACCESS INITIATIVES DURING COVID |
| CITY OF MEDFORD | |||||||
| 85 GEIRGE P HASSETT DRIVE | MEDFORD | MA | 02155 | 046001400 | $15,000 | $15,000 GRANT AWARDED TO MEDFORD TO IMPLEMENT THE SNAP GAP PROGRAM IN MEDFORD | |
| COUNCIL OF SOCIAL CONCERN WOBURN | |||||||
| 2 MERRIMAC STREET | WOBURN | MA | 01801 | 042494773 | 501(C)(5) | $19,000 | $19K WAS PART OF A TOTAL OF $53,700. PROVIDED TO NINE DIFFERENT ORGANIZATIONS TO SUPPORT FOOD ACCESS INITIATIVES DURING COVID |
| METRO HOUSING BOSTON | |||||||
| 300 COMMERCIAL STREET 19 | MALDEN | MA | 02148 | 042562646 | 501(C)(3) | $7,500 | $7,500. GRANT AWARDED TO MVES TO PROVIDE THE MOBILE MENTAL HEALTH SERVICE |
| MINUTEMAN SENIOR SERVICES | |||||||
| 26 CROSBY DRIVE | BEFORD | MA | 01730 | 042587212 | 501(C)(3) | $9,871 | $9,871. PAID TO MINUTEMAN SENIOR SERVICES TO PROVIDE SHINE COUNSELING IN 2 LOCATIONS IN WINCHESTER |
| NEW ENTRY SUSTAINABLE FARMING PROJECT | |||||||
| 733 CABOT STREET | BEVERLY | MA | 01915 | 042261109 | 501(C)(3) | $6,023 | $6,023 PAID TO NEW ENTRY SUSTAINABLE FARMING TO PROVIDE FARMERS MARKETS AT WINCHESTER HOUSING AUTHORITY |
| SENIOR CENTER FRIENDS OF STONEHAM (STONEHAM COA) | |||||||
| 36 ELM STREET | STONEHAM | MA | 02180 | 272356616 | 501(C)(3) | $7,200 | $7200K WAS PART OF A TOTAL OF $53,700. PROVIDED TO NINE DIFFERENT ORGANIZATIONS TO SUPPORT FOOD ACCESS INITIATIVES DURING COVID |
| TOWN OF WINCHESTER (HEALTH DEPARTMENT) | |||||||
| 71 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | 046001371 | GOVERNMENT ENTITY | $5,000 | $5,000 GRANT AWARDED TO THE WINCHESTER HEALTH DEPARTMENT TO SUPPORT THE INTERFACE MENTAL HEALTH REFERRAL SERVICE |
| TOWN OF WINCHESTER (HEALTH DEPARTMENT) | |||||||
| 71 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | 046001371 | GOVERNMENT ENTITY | $5,000 | $5K WAS PART OF A TOTAL OF $53,700. PROVIDED TO NINE DIFFERENT ORGANIZATIONS TO SUPPORT FOOD ACCESS INITIATIVES DURING COVID |
| REGIONAL CENTER FOR POISON CONTROL | |||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 042104434 | 501(C)(3) | $22,900 | $22,900 PAID TO SUPPORT THE REGIONAL CENTER FOR POISON CONTROL SERVICE |
| WINCHESTER PUBLIC SCHOOLS | |||||||
| 40 SAMASET RD | WINCHESTER | MA | 01890 | 046001371 | GOVERNMENT ENTITY | $5,000 | $5,000 GRANT AWARDED TO WINCHESTER HIGH SCHOOL FOR DEVELOPMENT OF THE ZEN GARDEN AT WHS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PREVIOUSLY NOTED IN THE FILING WINCHESTER HOSPITAL, MAINTAINS STRONG RELATIONSHIP WITH MANY PARTNERS AND WINCHESTER HOSPITAL WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. WINCHESTER HOSPITAL ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||||||
| CEO (EX-OFFICIO) | $0 | $1,716,877 | $0 | $719,125 | $0 | $52,249 | $0 | $738,626 | $0 | $50,425 | $0 | $3,277,302 | $0 | $0 |
| WEINER MD RICHARD | ||||||||||||||
| TTE (EX-OF), PRES; FMR CEO WIN | $339,468 | $50,725 | $27,840 | $4,160 | $13,971 | $2,088 | $7,428 | $1,110 | $26,770 | $4,000 | $415,477 | $62,083 | $0 | $0 |
| TAYLOR MD JOSEPH | ||||||||||||||
| TRUSTEE | $0 | $211,538 | $0 | $79,406 | $0 | $2,856 | $0 | $11,200 | $0 | $28,309 | $0 | $333,309 | $0 | $0 |
| ADLER MD JOHNATHAN | ||||||||||||||
| TRUSTEE, PHYSICIAN | $0 | $181,971 | $0 | $0 | $0 | $0 | $0 | $19,244 | $0 | $0 | $0 | $201,215 | $0 | $0 |
| FISCHER STEVEN P | ||||||||||||||
| TREASURER (EX-OFF) | $0 | $812,612 | $0 | $430,208 | $0 | $68,316 | $0 | $356,595 | $0 | $73,596 | $0 | $1,741,327 | $0 | $0 |
| KATZ JAMIE | ||||||||||||||
| CLERK (EX-OFF) | $0 | $625,145 | $0 | $261,938 | $0 | $47,567 | $0 | $243,128 | $0 | $51,416 | $0 | $1,229,194 | $0 | $0 |
| WOODS MATTHEW J | ||||||||||||||
| VP FIN (WIN), ASST TREAS | $318,071 | $47,528 | $65,606 | $9,803 | $7,609 | $1,137 | $23,327 | $3,486 | $30,834 | $4,607 | $445,447 | $66,561 | $0 | $0 |
| SCHULER KATHY ANN | ||||||||||||||
| COO & CNO - WIN HOSP | $359,581 | $0 | $34,109 | $0 | $3,612 | $0 | $5,600 | $0 | $27,115 | $0 | $430,017 | $0 | $0 | $0 |
| ZITKOVSKY DANA | ||||||||||||||
| CHIEF MEDICAL OFFICER | $321,719 | $0 | $24,783 | $0 | $2,710 | $0 | $5,600 | $0 | $31,978 | $0 | $386,790 | $0 | $0 | $0 |
| CROWLEY SMITH JOANNE | ||||||||||||||
| VP HUMAN RESOURCES | $0 | $231,458 | $0 | $15,461 | $0 | $1,578 | $0 | $27,140 | $0 | $38,625 | $0 | $314,262 | $0 | $0 |
| SACHETTI NANCY L | ||||||||||||||
| DIRECTOR, HIGHLAND HEALTH IPA | $233,622 | $0 | $0 | $0 | $3,372 | $0 | $4,903 | $0 | $35,551 | $0 | $277,448 | $0 | $0 | $0 |
| ROBERTSON CATHARINE A | ||||||||||||||
| VP, PHYSICIAN SERVICES | $235,716 | $0 | $18,024 | $0 | $630 | $0 | $5,161 | $0 | $12,460 | $0 | $271,991 | $0 | $0 | $0 |
| GREGA JOANNE M | ||||||||||||||
| ADMIN DIRECTOR, RADIOLOGY | $221,268 | $0 | $0 | $0 | -$292 | $0 | $4,464 | $0 | $31,192 | $0 | $256,632 | $0 | $0 | $0 |
| BEYERMANKATHLEEN | ||||||||||||||
| ACNO NURSING STAFF DEVELOPMENT | $200,904 | $0 | $0 | $0 | $5,791 | $0 | $4,159 | $0 | $28,347 | $0 | $239,201 | $0 | $0 | $0 |
| SHERRILLDONNA M | ||||||||||||||
| ASSOC CHIEF NURSING OFFICER | $191,221 | $0 | $0 | $0 | $3,134 | $0 | $3,961 | $0 | $28,740 | $0 | $227,056 | $0 | $0 | $0 |
| O'CONNOR TIMOTHY P | ||||||||||||||
| FORMER TREASURER, EVP, CFO | $0 | $640,961 | $0 | $316,540 | $0 | $1,071,389 | $0 | $1,102,107 | $0 | $33,457 | $0 | $3,164,454 | $0 | $0 |
| NESTO MD RICHARD | ||||||||||||||
| FORMER PRESIDENT | $0 | $769,978 | $0 | $287,208 | $0 | $696,354 | $0 | $57,751 | $0 | $82,986 | $0 | $1,894,277 | $0 | $0 |
| SPACKMAN JD DAVID G | ||||||||||||||
| FMR SVP GOV AFF, GEN COUN/CLK | $0 | $57,605 | $0 | $30,000 | $0 | $395,764 | $0 | $227,298 | $0 | $3,042 | $0 | $713,709 | $0 | $0 |
| ISEKE MD RICHARD | ||||||||||||||
| FORMER CMO | $0 | $240,034 | $0 | $63,679 | $0 | $106,033 | $0 | $29,502 | $0 | $15,123 | $0 | $454,371 | $0 | $0 |
| GRANT MD JD HOWARD R | ||||||||||||||
| FMR TTEE, PRESIDENT & CEO | $0 | $0 | $0 | $0 | $0 | $216,335 | $0 | $0 | $0 | $0 | $0 | $216,335 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS | AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN WINCHESTER HOSPITAL 'S (WH) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 DETAIL. DURING THE 2019 CALENDAR YEAR, HOWARD GRANT, MD, JD BECAME ELIGIBLE FOR SEVERANCE. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. |
| SCHEDULE J PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN WINCHESTER HOSPITAL 'S (WH) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 DETAIL. DURING THE 2018 CALENDAR YEAR, WH WAS A PARTICIPATING EMPLOYER IN THE LAHEY CLINIC 457(F) NON-QUALIFIED DEFINED CONTRIBUTION PLAN. PURSUANT TO THIS PLAN, ELIGIBLE EMPLOYEES RECEIVED CERTAIN RETIREMENT BENEFITS AND UNDER THE DEFINITIONS TO THIS FORM 990, THIS PLAN IS CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. IN ADDITION, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990 SCHEDULE J RECEIVED COMPENSATION FROM AN ENTITY RELATED TO WH. DURING THE 2019 CALENDAR YEAR, BETH ISRAEL LAHEY HEALTH AND BETH ISRAEL DEACONESS MEDICAL CENTER WERE PARTICIPATING EMPLOYERS IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM WHICH IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN. PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. CONTRIBUTIONS RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. |
| SCHEDULE J PART I QUESTION 7 NON-FIXED PAYMENTS | ACROSS THE BILH NETWORK OF AFFILIATES, INCLUDING WH, EXECUTIVE COMPENSATION PACKAGES AND CERTAIN EMPLOYEE COMPENSATION PACKAGES INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS. FOR THE PERIOD COVERED BY THIS FILING, THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE REPORTED IN THIS FORM 990 WAS REVIEWED AND APPROVED BY THE BILH COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, WAS FULLY STAFFED BY INDEPENDENT MEMBERS. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS SHORT PERIOD FORM 990 FOR WINCHESTER HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 DETAIL. 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 ALL TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF TRUSTEE, AS DENOTED BY THE LISTED TITLES. LAHEY HEALTH SYSTEM, INC., LAHEY CLINIC,, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST MEDICAL PRACTICE, INC., WINCHESTER PHYSICIAN ASSOCIATES, INC., AND WINCHESTER HOSPITAL MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS LHSI, LC, LHSS, NMP, WPA, AND WH RESPECTIVELY. ADLER, M.D., JOHNATHAN TRUSTEE - WINCHESTER HOSPITAL TRUSTEE AND PHYSICIAN - WINCHESTER HEALTHCARE MANAGEMENT, INC. PAYMENTS REPORTED BY: LC BASE COMPENSATION: 181,971 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 19,244 NON-TAXABLE BENEFITS: 0 ANDREWS, PAUL TRUSTEE WINCHESTER HOSPITAL TRUSTEE AND CHAIR WINCHESTER HEALTHCARE MANAGEMENT, INC. MR. ANDREWS SERVED AS CHAIR OF WINCHESTER HEALTHCARE MANAGEMENT INC. THROUGH DECEMBER 31, 2019 BERTOCHI, MARGARET TRUSTEE (EX-OFFICIO), PRESIDENT - WINSTON CLUB WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO), PRESIDENT - WINSTON CLUB WINCHESTER HEALTHCARE MANAGEMENT, INC. MS. BERTOCHI'S BOARD TERM ENDED ON JUNE 23, 2020 BRECKWOLDT, M.D., WILLIAM TRUSTEE (EX OFFICIO); PRESIDENT, MEDICAL STAFF/PHYSICIAN - WINCHESTER HOSPITAL TRUSTEE (EX OFFICIO); PRESIDENT, MEDICAL STAFF/PHYSICIAN - WINCHESTER HEALTHCARE MANAGEMENT, INC. DR. BRECKWOLDT'S TERM ON WINCHESTER HOSPITAL'S BOARD BEGAN ON JANUARY 23, 2020 CORNELL, KELLEY, M.D. TRUSTEE, PHYSICIAN - WINCHESTER HOSPITAL TRUSTEE, PHYSICIAN - WINCHESTER HEALTHCARE MANAGEMENT, INC. DR. CORNELL'S TERM ON WINCHESTER HOSPITAL'S BOARD BEGAN ON 10/1/19 AND ENDED ON 9/14/20. CONWAY, JAMES TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. CROWLEY SMITH, JOANNE VICE PRESIDENT OF HUMAN RESOURCES - WINCHESTER HOSPITAL PAYMENTS REPORTED BY: LHSS BASE COMPENSATION: 231,458 INCENTIVE COMPENSATION: 15,461 OTHER REPORTABLE COMPENSATION: 1,578 DEFERRED COMPENSATION: 27,140 NON-TAXABLE BENEFITS: 38,625 DEROSA, CINDY TRUSTEE (EX-OFFICIO), PRESIDENT, FRIENDS OF WINCHESTER HOSPITAL - WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO), PRESIDENT, FRIENDS OF WINCHESTER HOSPITAL - WINCHESTER HEALTHCARE MANAGEMENT, INC. FICOCIELLO, D.D.S., JAMES TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. |
| FISCHER, STEVEN | MR. FISCHER HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE AND TREASURER - BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - BID-MILTON PHYSICIAN ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS, INC. TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL TREASURER - SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO)- LAHEY HEALTH SHARED SERVICES, INC. TREASURER (EX-OFFICIO) - 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. TREASURER AND TRUSTEE (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) 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 - 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 AND MEDICAL CENTER TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE NETWORK LLC TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION LLC TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND TREASURER - NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND TREASURER - CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND TREASURER - HEALTH & EDUCATION HOUSING SERVICES, INC. ASSISTANT TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE CLERK - BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC D/B/A BETH ISRAEL DEACONESS CARE ORGANIZATION ALTHOUGH MR. FISCHER SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO MARCH 1, 2019, MR. FISCHER SERVED AS THE ASSISTANT TREASURER FOR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND WAS COMPENSATED BY BIDMC FOR HIS SERVICES TO BIDMC AND THE BIDMC NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, MR. FISCHER COMMENCED HIS POSITION AS EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED ABOVE. AMOUNTS PAID TO MR. FISCHER BY BILH AND BIDMC HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS MADE AND REPORTED BY BIDMC: BASE COMPENSATION: 110,415 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 68,316 DEFERRED COMPENSATION: 14,844 NON-TAXABLE BENEFITS: 13,641 PAYMENTS MADE AND REPORTED BY BILH: BASE COMPENSATION: 702,197 INCENTIVE COMPENSATION: 430,208 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 341,751 NON-TAXABLE BENEFITS: 59,955 OTHER REPORTABLE COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $67,428. DEFERRED COMPENSATION IN THE AMOUNT OF $337,500 AND INCLUDED IN THIS FILING FOR MR. FISCHER RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2019, 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. FORTUNATO, M.D., ROBERT TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. FULLER, M.D., ARLAN TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. HAYDEN, ERIC W. TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. HOUGHTON, JANICE TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. HUTCHESON, M.D., JOHN J. TRUSTEE (EX-OFFICIO), PRESIDENT OF MEDICAL STAFF - WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO), PRESIDENT OF MEDICAL STAFF - WINCHESTER HEALTHCARE MANAGEMENT, INC. DR. HUTCHESON'S TERM AS PRESIDENT OF THE MEDICAL STAFF AND TRUSTEE (EX-OFFICIO) ENDED ON JANUARY 27, 2020 ISEKE, M.D., RICHARD FORMER CHIEF QUALITY OFFICER - LAHEY HEALTH SYSTEM, INC. FORMER CHIEF MEDICAL OFFICER - WINCHESTER HOSPITAL PAYMENTS REPORTED BY: LHS BASE COMPENSATION: 39,164 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,698 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 2,903 PAYMENTS REPORTED BY: LHSS BASE COMPENSATION: 200,870 INCENTIVE COMPENSATION: 63,679 OTHER REPORTABLE COMPENSATION: 101,335 DEFERRED COMPENSATION: 29,502 NON-TAXABLE BENEFITS: 12,220 OTHER REPORTABLE COMPENSATION FOR DR. ISEKE INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $101,942. KATZ, J.D., JAMIE MR, KATZ HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. GENERAL COUNSEL AND CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE AND CLERK - BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON 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 HOSPITAL PLYMOUTH CLERK (EX-OFFICIO) - JORDAN PHYSICIANS ASSOCIATES, INC. CLERK (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL CLERK (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE AND CLERK - LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE, CHAIR, PRESIDENT AND CLERK - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. THROUGH JUNE 5, 2020 TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND CLERK - NORTHEAST HEALTH SYSTEM, INC. CLERK (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK - SEACOAST NURSING & REHABILITATION CENTER, INC. DIRECTOR (EX-OFFICIO) AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. CLERK - 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 AND MEDICAL CENTER CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND CLERK - CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND CLERK - HEALTH & EDUCATION HOUSING SERVICES, INC. CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL |
| MR. KATZ | ALTHOUGH MR. KATZ SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO MARCH 1, 2019, MR. KATZ SERVED AS GENERAL COUNSEL FOR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND WAS COMPENSATED BY BIDMC FOR HIS SERVICES TO BIDMC AND THE BIDMC NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, MR. KATZ COMMENCED HIS POSITION AS EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED ABOVE. AMOUNTS PAID TO MR. KATZ BY BILH AND BIDMC HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 81,300 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 47,567 DEFERRED COMPENSATION: 13,217 NON-TAXABLE BENEFITS: 7,530 PAYMENTS REPORTED BY BILH: BASE COMPENSATION: 543,845 INCENTIVE COMPENSATION: 261,938 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 229,911 NON-TAXABLE BENEFITS: 43,886 OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $46,793. DEFERRED COMPENSATION IN THE AMOUNT OF $225,000 AND INCLUDED IN THIS FILING FOR MR. KATZ RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2019, 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. LITTLE, M.D., ARTHUR TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. MANGANARO, PAUL TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. MR. MANGANARO'S TERM ON WINCHESTER HOSPITAL'S AND WINCHESTER HOSPITAL FOUNDATION'S BOARDS BEGAN ON JANUARY 30, 2020. MARTINI, JOHN C. TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. MCCANCE, WILLIAM TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. MCCORMACK, ROSEMARY TRUSTEE (EX-OFFICIO), PRESIDENT,- WINSTON CLUB WINCHESTER HOSPITAL MS. MCCORMACK'S TERM ON WINCHESTER HOSPITAL'S BOARD BEGAN ON JUNE 24, 2020. MCDONOUGH, DEBORAH TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. MUNI, INDU TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. MRS. MUNI'S TERM ON WINCHESTER HOSPITAL'S AND WINCHESTER HEALTHCARE MANAGEMENT'S BOARDS BEGAN ON APRIL 3, 2020. |
| NESTO, M.D., RICHARD | DR. NESTO HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. CHIEF MEDICAL OFFICER, - BETH ISRAEL LAHEY HEALTH TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - ANNA JAQUES HOSPITAL TRUSTEE (EX-OFFICIO) - SEACOAST AFFILIATES GROUP PRACTICE TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. DIRECTOR, WINCHESTER PHYSICIAN ASSOCIATES (THROUGH DECEMBER 31, 2019) DIRECTOR,- CONCORD SPECIALISTS, LLC TRUSTEE AND PRESIDENT - NORTHEAST PROFESSIONAL REGISTRY OF NURSES ALTHOUGH DR. NESTO SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO MARCH 1, 2019, DR. NESTO SERVED AS THE PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF MEDICAL OFFICER OF LAHEY HEALTH SYSTEM, INC. (LHSI) AND WAS COMPENSATED BY LHSI FOR HIS SERVICES TO LHSI AND THE LAHEY NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, DR NESTO COMMENCED HIS POSITION AS CHIEF MEDICAL OFFICER OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED ABOVE. AMOUNTS PAID TO DR. NESTO BY LHSI AND BILH HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS MADE AND REPORTED BY LHSI: BASE COMPENSATION: 148,548 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 696,354 DEFERRED COMPENSATION: 51,031 NON-TAXABLE BENEFITS: 5,424 PAYMENTS REPORTED BY BILH: BASE COMPENSATION: 621,330 INCENTIVE COMPENSATION: 287,208 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 6,720 NON-TAXABLE BENEFITS: 77,562 OTHER REPORTABLE COMPENSATION FOR DR. NESTO INCLUDES $564,888 RELATED TO NON-QUALIFIED DEFERRED COMPENSATION PLANS. OF THIS AMOUNT, $448,584 REPRESENTS AMOUNTS CONTRIBUTED BY LHSI TO DR. NESTO'S 457(F) ACCOUNT OVER SEVERAL PRIOR YEARS, PLUS ASSOCIATED INVESTMENT EARNINGS. OTHER REPORTABLE COMPENSATION FOR DR. NESTO ALSO INCLUDES $114,231 OF PTO CASHED OUT UPON COMMENCING HIS POSITION AT BILH. OCKERBLOOM, RICHARD TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. MR. OCKERBLOOM'S TERMS ON WINCHESTER HOSPITAL'S AND WINCHESTER HEALTHCARE MANAGEMENT'S BOARDS ENDED ON SEPTEMBER 30, 2020. O'CONNOR, TIMOTHY FINANCE INTEGRATION LEAD - BETH ISRAEL LAHEY HEALTH FORMER CHIEF FINANCIAL OFFICER - LAHEY HEALTH SYSTEM INC. MR. O'CONNOR RETIRED FROM HIS POSITION AS BILH FINANCE INTEGRATION LEAD EFFECTIVE DECEMBER 31, 2019. ALTHOUGH THIS FILING IS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 AND MR. O'CONNOR SERVED IN THE POSITION ABOVE DURING THAT PERIOD, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. MR. O'CONNOR SERVED AS THE BILH FINANCE INTEGRATION LEAD BEGINNING MARCH 1, 2019. PRIOR TO THAT DATE, MR. O'CONNOR SERVED AS THE EXECUTIVE VICE PRESIDENT, TREASURER AND CHIEF FINANCIAL OFFICER OF LAHEY HEALTH SYSTEM, INC. (LHSI) WHICH INCLUDED POSITIONS SERVING AS THE CHIEF FINANCIAL OFFICER, TREASURER AND TRUSTEE (EX-OFFICIO) FOR THE LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION, LAHEY HEALTH SHARED SERVICES (LHSS) AND MORE THAN FIFTEEN OTHER ENTITIES WHICH MADE UP THE LAHEY HEALTH SYSTEM OF AFFILIATES. FOR THE CALENDAR YEAR 2019 AND PRIOR TO MARCH 1, 2019, MR. O'CONNOR WAS COMPENSATED BY LAHEY HEALTH SYSTEM, INC. (LHSI) FOR HIS SERVICES TO LHSI AND THE LAHEY NETWORK OF AFFILIATED ENTITIES. EFFECTIVE MARCH 1, 2019, MR. O'CONNOR WAS PAID BY LHSS FOR SERVICES RELATED TO HIS POSITION AS FINANCE INTEGRATION LEAD FOR BETH ISRAEL LAHEY HEALTH. AMOUNTS PAID TO MR. O'CONNOR BY LHSI AND LHSS HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS REPORTED BY LHSI: BASE COMPENSATION: 115,160 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,168 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 5,577 PAYMENTS REPORTED BY LHSS: BASE COMPENSATION: 525,801 INCENTIVE COMPENSATION: 316,540 OTHER REPORTABLE COMPENSATION: 1,070,221 DEFERRED COMPENSATION: 1,102,107 NON-TAXABLE BENEFITS: 27,880 OTHER REPORTABLE COMPENSATION FOR MR. O'CONNOR INCLUDES $1,027,164 RELATED TO A 457(F) PLAN. OF THIS AMOUNT, $787,164 REPRESENTS AMOUNTS CONTRIBUTED BY LHSI TO MR. O'CONNOR'S 457(F) ACCOUNT OVER SEVERAL PRIOR YEARS, PLUS ASSOCIATED INVESTMENT EARNINGS. OTHER REPORTABLE COMPENSATION FOR MR. O'CONNOR ALSO INCLUDES $161,538 OF PTO CASHED OUT UPON RETIREMENT AT DECEMBER 31, 2019. AS NOTED ABOVE, MR. O'CONNOR RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH BETH ISRAEL LAHEY HEALTH AND PREVIOUSLY WITH THE LAHEY HEALTH SYSTEM EFFECTIVE DECEMBER 31, 2019. AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH BEGAN IN JANUARY 2020. AS ALSO NOTED ABOVE AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS RETURN IS FOR THE CALENDAR YEAR 2019. DEFERRED COMPENSATION OF $1,068,373 INCLUDED IN THIS FILING FOR MR. O'CONNOR INCLUDES SEVERANCE TO BE PAID AFTER DECEMBER 31, 2019. THIS AMOUNT WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN FUTURE FORMS 990 AS REQUIRED. |
| ROTOLO, M.D., PETER J. | ROTOLO, M.D., PETER J. TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. SAYRE, RICHARD TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. SCHULER, KATHY ANN CHIEF OPERATING OFFICER & CHIEF NURSING OFFICER - WINCHESTER HOSPITAL CHIEF OPERATING OFFICER & CHIEF NURSING OFFICER - WINCHESTER HEALTHCARE MANAGEMENT, INC. PAYMENTS REPORTED BY: WH BASE COMPENSATION: 359,581 INCENTIVE COMPENSATION: 34,109 OTHER REPORTABLE COMPENSATION: 3,612 DEFERRED COMPENSATION: 5,600 NON-TAXABLE BENEFITS: 27,115 SMITH, KEVIN F. TRUSTEE AND VICE CHAIR - WINCHESTER HOSPITAL TRUSTEE AND VICE CHAIR - WINCHESTER HEALTHCARE MANAGEMENT, INC. SPACKMAN, J.D., DAVID G. FORMER SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK - LAHEY HEALTH SYSTEM, INC. MR. SPACKMAN RETIRED AS LAHEY HEALTH SYSTEM, INC.'S SENIOR VICE PRESIDENT GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK ON MARCH 1, 2019. PRIOR TO THAT DATE, AND IN THIS ROLE, MR. SPACKMAN'S ROLE ALSO INCLUDED POSITIONS SERVING AS, AMONG OTHERS, TRUSTEE, SECRETARY AND GENERAL COUNSEL OF LAHEY HEALTH SHARED SERVICES, INC., CLERK AND GENERAL COUNSEL OF LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK OF NORTHEAST HOSPITAL CORPORATION AND WINCHESTER HOSPITAL. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS FOR THE CALENDAR YEAR 2019. PRIOR TO MARCH 1, 2019, MR. SPACKMAN SERVED IN THE POSITIONS NOTED ABOVE AND WAS COMPENSATED BY LAHEY HEALTH SYSTEM (LHS) FOR HIS SERVICES TO LHS AND THE LAHEY NETWORK OF AFFILIATES AND IN PREPARATION FOR THE CREATION OF BILH. UPON RETIREMENT EFFECTIVE MARCH 1, 2019, MR. SPACKMAN BECAME ELIGIBLE FOR SEVERANCE WHICH WAS PAID BY LAHEY HEALTH SHARED SERVICES (LHSS) AS NOTED FURTHER BELOW. PAYMENTS REPORTED BY: LHS BASE COMPENSATION: 53,012 INCENTIVE COMPENSATION: 30,000 OTHER REPORTABLE COMPENSATION: 659 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 2,028 PAYMENTS REPORTED BY: LHSS BASE COMPENSATION: 4,593 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 395,105 DEFERRED COMPENSATION: 227,298 NON-TAXABLE BENEFITS: 1,014 OTHER REPORTABLE COMPENSATION FOR MR. SPACKMAN INCLUDES TAXABLE SALARY CONTINUATION PAYMENTS IN THE AMOUNT OF $353,366, WHICH VESTED AT THE TIME OF MR. SPACKMAN'S RETIREMENT, AND PTO CASHED OUT UPON RETIREMENT IN THE AMOUNT OF $41,410. AS NOTED ABOVE, MR. SPACKMAN RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH LAHEY HEALTH SYSTEM EFFECTIVE MARCH 1, 2019. AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS. AS ALSO NOTED ABOVE AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS RETURN IS FOR THE CALENDAR YEAR 2019. DEFERRED COMPENSATION OF $224,857 INCLUDED IN THIS FILING FOR MR. SPACKMAN INCLUDES SEVERANCE TO BE PAID AFTER DECEMBER 31, 2019. THIS AMOUNT WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN FUTURE FORMS 990 AS REQUIRED. TABB, M.D., KEVIN FOR THE FILING PERIOD OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2020, DR. TABB HELD THE FOLLOWING POSITIONS: PRESIDENT, CHIEF EXECUTIVE OFFICER, AND TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. (BILH) DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER- LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - LAHEY CLINIC, INC. TRUSTEE, PRESIDENT, AND CHIEF EXECUTIVE OFFICER - LAHEY HEALTH SHARED SERVICES, INC. DIRECTOR AND PRESIDENT - BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT - ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO), PRESIDENT BOARD CHAIR - NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO), PRESIDENT AND BOARD CHAIR - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO), PRESIDENT, BOARD CHAIR - SEACOAST NURSING & REHABILITATION CENTER, INC. CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER - WINCHESTER HOSPITAL DIRECTOR (EX-OFFICIO) AND PRESIDENT - WINCHESTER HOSPITAL FOUNDATION, INC. CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO), CHIEF EXECUTIVE OFFICER, AND CHIEF OPERATING OFFICER LAHEY CLINIC FOUNDATION, INC. CHIEF EXECUTIVE OFFICER - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - HEALTH & EDUCATION HOUSING SERVICES, INC. CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS HOSPITAL MILTON CHIEF EXECUTIVE OFFICER - BID-MILTON PHYSICIAN ASSOCIATES CHIEF EXECUTIVE OFFICER - COMMUNITY PHYSICIANS ASSOCIATES CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH CHIEF EXECUTIVE OFFICER - MOUNT AUBURN HOSPITAL CHIEF EXECUTIVE OFFICER - 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 CO-CHAIR AND MANAGING DIRECTOR,- BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC D/B/A BETH ISRAEL DEACONESS CARE ORGANIZATION 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, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO MARCH 1, 2019, DR. TABB SERVED AS THE CHIEF EXECUTIVE OFFICER FOR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND WAS COMPENSATED BY BIDMC FOR HIS SERVICES TO BIDMC AND THE BIDMC NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, DR. TABB COMMENCED HIS POSITION AS TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED ABOVE. AMOUNTS PAID TO DR. TABB BY BILH AND BIDMC HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS PAID AND REPORTED BY BIDMC: BASE COMPENSATION: 242,245 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 52,249 DEFERRED COMPENSATION: 237,278 NON-TAXABLE BENEFITS: 8,774 PAYMENTS PAID AND REPORTED BY BILH: BASE COMPENSATION: 1,474,632 INCENTIVE COMPENSATION: 719,125 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 501,348 NON-TAXABLE BENEFITS: 41,651 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $274,505. OF THIS AMOUNT, $223,656 IS UNVESTED. DEFERRED COMPENSATION IN THE AMOUNT OF $500,000 AND INCLUDED IN THIS FILING FOR DR. TABB RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2019, 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. |
| TARBY, J.D., JOSEPH III | TRUSTEE AND ASSISTANT CLERK - WINCHESTER HOSPITAL TRUSTEE ASSISTANT CLERK - WINCHESTER HEALTHCARE MANAGEMENT, INC. TAYLOR, M.D., JOSEPH TRUSTEE - WINCHESTER HOSPITAL TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. PHYSICIAN, INTERNAL MEDICINE, - WINCHESTER PHYSICIANS ASSOCIATES PAYMENTS REPORTED BY: WPA BASE COMPENSATION: 211,538 INCENTIVE COMPENSATION: 79,406 OTHER REPORTABLE COMPENSATION: 2,856 DEFERRED COMPENSATION: 11,200 NON-TAXABLE BENEFITS: 28,309 WALSH, JANE TRUSTEE AND BOARD CHAIR - WINCHESTER HOSPITAL TRUSTEE AND VICE CHAIR - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE - BETH ISRAEL LAHEY HEALTH WEINER, M.D., RICHARD DR. WEINER HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. PRESIDENT AND TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL. PRESIDENT AND TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. PRESIDENT AND DIRECTOR - WINCHESTER PHYSICIAN ASSOCIATES, INC. BOARD CHAIR, PRESIDENT AND DIRECTOR - WINCHESTER HEALTHCARE ENTERPRISES AS REQUIRED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. IN HIS POSITIONS AS PRESIDENT OF WINCHESTER HOSPITAL (WH), WINCHESTER PHYSICIAN ASSOCIATES (WPA), AND WINCHESTER HEALTHCARE MANAGEMENT, INC. AND DURING THE 2019 CALENDAR YEAR, DR. WEINER RECEIVED PAYMENTS DIRECTLY FROM WH AND BETH ISRAEL LAHEY HEALTH (BILH). BILH IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, A SUPPORT ORGANIZATION OF WH AND SINCE MARCH 1, 2019, HAS SERVED AS THE SOLE MEMBER OF WH. DR. WEINER'S COMPENSATION FOR THIS PERIOD IS REPORTED BASED ON HIS SERVICES PERFORMED AT WH AND WPA AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY WH: BASE COMPENSATION: 339,468 INCENTIVE COMPENSATION: 27,840 OTHER REPORTABLE COMPENSATION: 13,971 DEFERRED COMPENSATION: 7,428 NON-TAXABLE BENEFITS: 26,770 PAYMENTS REPORTED BY WPA: BASE COMPENSATION: 50,725 INCENTIVE COMPENSATION: 4,160 OTHER REPORTABLE COMPENSATION: 2,088 DEFERRED COMPENSATION: 1,110 NON-TAXABLE BENEFITS: 4,000 OTHER REPORTABLE COMPENSATION FOR DR. WEINER INCLUDES $15,385 OF PTO CASHED OUT WHEN HIS POSITION MOVED TO THE BILH PAYROLL. WOODS, MATTHEW ASSISTANT TREASURER AND VICE PRESIDENT, FINANCE -WINCHESTER HOSPITAL. ASSISTANT TREASURER AND VICE PRESIDENT, FINANCE - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. TREASURER AND DIRECTOR - WINCHESTER PHYSICIAN ASSOCIATES, INC. PAYMENTS REPORTED BY: WH BASE COMPENSATION: 318,071 INCENTIVE COMPENSATION: 65,606 OTHER REPORTABLE COMPENSATION: 7,609 DEFERRED COMPENSATION: 23,327 NON-TAXABLE BENEFITS: 30,834 PAYMENTS REPORTED BY: WHM BASE COMPENSATION: 47,528 INCENTIVE COMPENSATION: 9,803 OTHER REPORTABLE COMPENSATION: 1,137 DEFERRED COMPENSATION: 3,486 NON-TAXABLE BENEFITS: 4,607 ZITKOVSKY, M.D., DANA CHIEF MEDICAL OFFICER - WINCHESTER HOSPITAL CHIEF MEDICAL OFFICER - WINCHESTER HEALTHCARE MANAGEMENT, INC. PAYMENTS MADE AND REPORTED BY WH: BASE COMPENSATION: 321,719 INCENTIVE COMPENSATION: 24,783 OTHER REPORTABLE COMPENSATION: 2,710 DEFERRED COMPENSATION: 5,600 NON-TAXABLE BENEFITS: 31,978 ROBERTSON, CATHARINE A. VICE PRESIDENT, PHYSICIAN SERVICES - WINCHESTER HOSPITAL PAYMENTS REPORTED BY: WH BASE COMPENSATION: 235,716 INCENTIVE COMPENSATION: 18,024 OTHER REPORTABLE COMPENSATION: 630 DEFERRED COMPENSATION: 5,161 NON-TAXABLE BENEFITS: 12,460 SACHETTI, NANCY L. DIRECTOR, HIGHLAND HEALTH IPA - WINCHESTER HOSPITAL PAYMENTS REPORTED BY: WH BASE COMPENSATION: 233,622 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,372 DEFERRED COMPENSATION: 4,903 NON-TAXABLE BENEFITS: 35,551 GREGA, JOANNE M. ADMINISTRATIVE DIRECTOR RADIOLOGY - WINCHESTER HOSPITAL PAYMENTS REPORTED BY: WH BASE COMPENSATION: 221,268 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: -292 DEFERRED COMPENSATION: 4,464 NON-TAXABLE BENEFITS: 31,192 BEYERMAN, KATHLEEN ACNO NURSING STAFF DEVELOPMENT - WINCHESTER HOSPITAL PAYMENTS REPORTED BY: WH BASE COMPENSATION: 200,904 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,791 DEFERRED COMPENSATION: 4,159 NON-TAXABLE BENEFITS: 28,347 SHERRILL, DONNA M. ASSOCIATE CHIEF NURSING OFFICER - WINCHESTER HOSPITAL PAYMENTS REPORTED BY: WH BASE COMPENSATION: 191,221 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,134 DEFERRED COMPENSATION: 3,961 NON-TAXABLE BENEFITS: 28,740 GRANT, M.D., J.D., HOWARD R. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER - LAHEY HEALTH SYSTEM, INC. DR. GRANT'S POSITION AS LAHEY HEALTH SYSTEM, INC.'S PRESIDENT, TRUSTEE AND CHIEF EXECUTIVE OFFICER AS WELL AS HIS OTHER POSITIONS AT THE LAHEY AFFILIATES NOTED BELOW, ENDED UPON HIS RETIREMENT EFFECTIVE SEPTEMBER 30, 2018. PRIOR TO THAT DATE, AND IN THE POSITION NOTED ABOVE, DR. GRANT'S ROLE ALSO INCLUDED POSITIONS SERVING AS, AMONG OTHERS, TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR LAHEY HEALTH SHARED SERVICES, INC., LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC , INC, LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER, NORTHEAST HOSPITAL CORPORATION AND WINCHESTER HOSPITAL. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS FOR THE CALENDAR YEAR 2019. PAYMENTS REPORTED BY: LHS BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 216,335 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 OTHER REPORTABLE COMPENSATION FOR DR. GRANT INCLUDES COMBINED PAYMENTS FROM, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $191,954. THESE PAYMENTS RELATE TO DR. GRANTS LONG TIME SERVICE TO LAHEY HEALTH SYSTEM AND THE LAHEY NETWORK OF AFFILIATES AND OF THIS AMOUNT, $189,341 WAS REPORTED AS DEFERRED RETIREMENT BENEFITS IN THE PRIOR FORM 990. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2019K | ||||||||
| A | 043431814 | 57584YTK5 | 2019-07-31 | $211,922,775 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2018J-1 J-2 | ||||||||
| B | 043431814 | 57584YJW0 | 2018-06-13 | $479,594,374 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2016I | ||||||||
| C | 043431814 | 57584XMT5 | 2016-05-12 | $257,611,877 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES F | ||||||||
| D | 042323457 | NONEXXXXX | 2015-10-21 | $262,828,878 | RETIRE BONDS & CAP ACQUISITION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,810,000 | $211,922,775 | $2,931,137 | $208,991,638 | 0 | 0 | 0 | Yes (1) | ||||
| B | $2,641,000 | $501,349,942 | $4,594,374 | 0 | 0 | 0 | Yes (1) | $178,003,455 | $318,752,113 | |||
| C | $15,035,000 | $257,618,370 | $2,515,889 | $236,095,988 | 0 | Yes (1) | Yes (1) | Yes (1) | $19,006,493 | 2016 | ||
| D | $28,000,000 | $262,952,782 | $3,129,474 | $160,202,232 | Yes (1) | Yes (1) | 0 | Yes (1) | $89,917,238 | $4,846,373 | $4,857,465 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A, ENTITY 1: | PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW A, COLUMN F: THE ISSUE REFUNDED ISSUES DATED 06/09/2008, 11/30/2005, 6/16/2003, AND 6/4/1998. |
| BOND B, ENTITY 1: | PART I, ROW B, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $21,755,568 OF INVESTMENT EARNINGS. |
| BOND C, ENTITY 1: | PART I, ROW C, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. |
| BOND D, ENTITY 1: | PART I, ROW D, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $123,904 OF INVESTMENT EARNINGS. PART III, COLUMN D, LINE 9: THE MEMBERS OF THE LAHEY HEALTH SYSTEM OBLIGATED GROUP WERE LAHEY CLINIC FOUNDATION (LCF), INC., LAHEY CLINIC HOSPITAL, INC. (LCH) AND LAHEY CLINIC, INC. (LCI). ON MARCH 1, 2019, LAHEY HEALTH SYSTEM MERGED INTO LCF, AND PURSUANT TO A PLAN OF MERGER BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF LCF. LCF, IN TURN, SERVES AS THE SOLE MEMBER OF LCH AND LCI. IN JUNE 2020, THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP WAS CREATED AND THE MEMBERS OF THE LAHEY OBLIGATED GROUP ARE CURRENTLY MEMBERS OF THE BILH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH LCF, LCH AND LCI HAVE NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, THESE THREE ENTITIES FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. |
| BOND A, ENTITY 2: | PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/03/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019. |
| BOND B, ENTITY 2: | PART I, ROW B, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE CONSTRUCTION & EQUIPPING OF A POWER PLANT AND ACQUISITION OF CAPITAL ASSETS. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE REFUND ISSUE DATED 02/11/1998. PART III, COLUMN B, LINE 9: THE MEMBERS OF THE LAHEY HEALTH SYSTEM OBLIGATED GROUP WERE LAHEY CLINIC FOUNDATION (LCF), INC., LAHEY CLINIC HOSPITAL, INC. (LCH) AND LAHEY CLINIC, INC. (LCI). ON MARCH 1, 2019, LAHEY HEALTH SYSTEM MERGED INTO LCF, AND PURSUANT TO A PLAN OF MERGER BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF LCF. LCF, IN TURN, SERVES AS THE SOLE MEMBER OF LCH AND LCI. IN JUNE 2020, THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP WAS CREATED AND THE MEMBERS OF THE LAHEY OBLIGATED GROUP ARE CURRENTLY MEMBERS OF THE BILH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH LCF, LCH AND LCI HAVE NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, THESE THREE ENTITIES FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. PART V, COLUMN B: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. |
| BOND C, ENTITY 2: | PART I, ROW C, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART II, COLUMN C, LINE 11: 8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER BEING REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW. PART III, COLUMN D: BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART ILL AS BOTH ISSUE WERE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002. |
| BOND D, ENTITY 2: | PART I, ROW D, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART II, COLUMN D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART III, COLUMN D: BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART ILL AS BOTH ISSUE WERE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002. |
| BOND A, ENTITY 3: | PART I, ROW A, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW A, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART III, COLUMN A, LINE 9: WINCHESTER HOSPITAL (WINCHESTER) IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH WINCHESTER HAS NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, WINCHESTER FOLLOWS THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. PART IV, ROW 2C, COLUMN A: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2015 H-1 | ||||||||
| A | 043431814 | 57584XDH1 | 2015-09-02 | $203,702,204 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES E | ||||||||
| B | 043431814 | NONEXXXXX | 2013-03-07 | $130,000,000 | POWER PLANT & CAPITAL ACQUISITION | 0 | 0 | 0 |
| MDFA - SERIES 2012G | ||||||||
| C | 043431814 | NONEXXXXX | 2012-07-11 | $49,910,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
| MDFA - SERIES 2011F-1 F-2 F-3 | ||||||||
| D | 043431814 | NONEXXXXX | 2011-09-15 | $120,280,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $63,880,000 | $203,702,204 | $2,348,479 | $201,353,725 | 2015 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $90,470,000 | $130,050,301 | $500,000 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $129,550,301 | |
| C | $49,910,000 | $368,094 | $49,541,906 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $102,480,000 | $120,280,000 | $290,672 | $119,989,328 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00500 | 0.00400 | 0.00900 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 | |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHEFA - WINCHESTER SERIES F | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042456011 | BondIssuerEIN |
| CUSIP | 57586CDD4 | CUSIPNum |
| Bond Issued | 2004-07-08 | BondIssuedDt |
| Issue Price | $30,340,000 | IssuePriceAmt |
| Purpose | SERIAL BOND SERIES F - ADV REFUND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,900,000 | RetiredAmt |
| Total Proceeds | $30,340,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $412,448 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $29,927,552 | OtherSpentProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MATTHEW J WOODS | |||
| FAMILY MEMBER OF J. LEAHY | $86,882 | SERVICES | 0 |
| RICHARD SAYRE | |||
| FAMILY MEMBER OF E. SAYRE HAMILTON | $155,213 | SERVICES | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, COLUMN D | FormAndLineReferenceDesc |
| Explanation | MATTHEW J. WOODS, THE VP OF FINANCE AT WINCHESTER HOSPITAL (WH), IS THE BROTHER OF JANET LEAHY WHO IS A REGISTERED NURSE AT WH. HER SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2019 INCLUDE:BASE COMPENSATION: $59,094 INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $381DEFERRED COMPENSATION: $1,434NON-TAXABLE BENEFITS: $25,973RICHARD SAYRE, AT TRUSTEE AT WH, IS THE FATHER OF ELLEN SAYRE HAMILTON WHO IS A REGISTERED NURSE AT WH. HER SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2019 INCLUDE:BASE COMPENSATION: $120,190 INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $112DEFERRED COMPENSATION: $2,570NON-TAXABLE BENEFITS: $32,341VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF WH MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO WH. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. WH MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, WH MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE WH CONFLICT OF INTEREST POLICIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE I | THE MISSION OF WINCHESTER HOSPITAL IS "TO CARE. TO HEAL. TO EXCEL." THIS ETHOS PROVIDES EACH AND EVERY STAFF MEMBER WITH CLEAR EXPECTATIONS, PROMOTING TEAMWORK AND RESPECT WHILE ENSURING SAFETY, QUALITY AND EMPATHY FOR PATIENTS. WINCHESTER HOSPITAL'S SUCCESS IS BASED ON THIS SHARED COMMITMENT TO EXCELLENCE. THE HOSPITAL AND ITS STAFF TAKE PRIDE IN OFFERING AN EXCEPTIONAL PATIENT CARE EXPERIENCE, PROVIDING SAFE, HIGH-QUALITY, COMMUNITY-BASED HEALTH CARE AND ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH ITS AFFILIATES IN THE BETH ISRAEL LAHEY HEALTH NETWORK WITH THE ULTIMATE GOAL OF IMPROVING THE HEALTH OF THE HOSPITAL'S PATIENTS AND THE COMMUNITIES SERVED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH) AND THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN). THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. |
| FORM 990, PART III, LINE 4D: OTHER PROGRAM SERVICES | BILH'S COVID-19 RESPONSE IN FY 2020- BETH ISRAEL LAHEY HEALTH ("BILH") QUICKLY AND EFFECTIVELY MARSHALLED ITS RESOURCES TO MOUNT A COMPREHENSIVE RESPONSE TO THE COVID-19 PANDEMIC. SINCE THE START OF THE PANDEMIC (THROUGH JUNE OF 2021), BILH HAS TREATED OVER 8,500 HOSPITALIZED PATIENTS WITH COVID-19 AND PERFORMED MORE THAN 700,000 COVID-19 DIAGNOSTIC TESTS. HIGHLIGHTS OF THE SYSTEM'S PANDEMIC RESPONSE IN FY 2020 INCLUDE: BILH QUICKLY ESTABLISHED AN EMERGENCY OPERATIONS CENTER ("EOC") TO ALIGN SYSTEM EFFORTS ACROSS ITS HOSPITALS AND OTHER BUSINESS UNITS AND WITH EXTERNAL ENTITIES, INCLUDING THE STATE GOVERNMENT. THE EOC HELD REGULAR MEETINGS WITH INCIDENT COMMANDERS, EMERGENCY MANAGERS, AND SENIOR LEADERS FROM BILH HOSPITALS, PRIMARY CARE, AND OTHER SYSTEM ENTITIES TO COORDINATE PLANS, POLICIES, AND COMMUNICATIONS. IT PARTICIPATED IN WEEKLY CONFERENCE OF BOSTON TEACHING HOSPITALS ("COBTH") CALLS AND MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH COMMAND CENTER CALLS. A KEY ROLE OF THE EOC INVOLVED MANAGING THE FLOW OF INTERNAL AND EXTERNAL INFORMATION TO ENSURE SITUATIONAL AWARENESS AND ALIGNMENT OF RESPONSES TO THE PANDEMIC. FINALLY, THE EOC WORKED WITH INTERNAL AND EXTERNAL PARTNERS TO CENTRALIZE COVID-19 RELATED DATA COLLECTION AND REPORTING FOR THE SYSTEM, COMMONWEALTH, AND FEDERAL GOVERNMENT. IN MARCH 2020, BETH ISRAEL DEACONESS MEDICAL CENTER ("BIDMC") BECAME ONE OF THE FIRST HOSPITAL LABORATORIES IN THE STATE TO BEGIN IN-HOUSE HIGH-THROUGHPUT POLYMERASE CHAIN REACTION ("PCR") COVID-19 TESTING FOR PATIENTS AND HEALTHCARE WORKERS. BIDMC'S LABORATORY PROVIDED THIS TEST TO BILH HOSPITALS AND OTHER COMMUNITY PARTNERS, SUCH AS HEALTH CENTERS AND CORRECTIONS FACILITIES, AT A TIME OF CRITICAL SUPPLY SHORTAGE. THROUGHOUT THE PANDEMIC, BILH WORKED TOWARD ADDITIONAL IN-HOUSE TESTING CAPABILITIES, INCLUDING HIGH-THROUGHPUT THERMO FISHER INSTRUMENTS AT LAHEY HOSPITAL & MEDICAL CENTER ("LHMC"). THE SYSTEM OPERATIONALIZED MULTIPLE DRIVE-THROUGH COVID-19 TESTING SITES TO ENABLE EASY ACCESS FOR PATIENTS AND STAFF. IN THE SUMMER OF 2020, TO EXPAND HOSPITAL AND CLINIC-BASED COVID-19 TESTING SITES, BILH OPENED AN ADDITIONAL HIGH-CAPACITY DRIVE-THROUGH TESTING SITE IN WOBURN. TO ENSURE CONTINUED ACCESS TO CARE FOR ITS PATIENTS, BILH PRIMARY CARE RAPIDLY DEPLOYED A TELEHEALTH STRATEGY, QUICKLY TRANSITIONED TO COHORT CLINICS TO CARE FOR SICK PATIENTS, AND SUCCESSFULLY MANAGED A PHASED REOPENING BY JULY 2020. BILH ESTABLISHED A TEMPORARY COMMUNITY CRISIS STABILIZATION UNIT AT NEW ENGLAND BAPTIST HOSPITAL TO MANAGE BEHAVIORAL HEALTH PATIENT VOLUME DURING THE PANDEMIC. BILH ESTABLISHED A DAILY HUDDLE CONSISTING OF BILH ED AND BEHAVIORAL HEALTH LEADERS TO DETERMINE APPROPRIATE PATIENT TRANSFERS TO THE UNIT. BILH'S VIRTUAL TRANSFER CENTER WAS FORMED IN SEPTEMBER 2019 TO OPTIMIZE SYSTEM-WIDE BED CAPACITY USING REAL-TIME INFORMATION EXCHANGE AMONG THE THREE EXISTING TRANSFER CENTERS AT BIDMC, LHMC AND MOUNT AUBURN HOSPITAL ("MAH"). THE TRANSFER TEAM PERSONNEL AT THESE CENTERS WORK TOGETHER AS A SINGLE "VIRTUAL" CENTER TO ACCOMMODATE INCOMING TRANSFER REQUESTS BY MAKING ALL BEDS AVAILABLE IN THE SYSTEM BASED ON FACILITY CAPACITY AND LEVEL OF CARE REQUIRED. THE TRANSFER CENTER ENHANCED PATIENT QUALITY, SAFETY, AND ACCESS BY LOAD BALANCING COVID PATIENTS ACROSS ALL OF ITS HOSPITALS SO THAT THESE PATIENTS RECEIVED TIMELY ACCESS TO THE TYPE OF BED AND LEVEL OF CARE NEEDED. BILH COLLABORATED WITH EXTERNAL ENTITIES TO STAND UP A 1,000-BED FIELD HOSPITAL, THE BOSTON HOPE HOSPITAL, AND OPEN AND STAFF A COVID HOTEL FOR UNDERSERVED COMMUNITIES. BILH LAUNCHED A WEBSITE TITLED THE CORONAVIRUS RESOURCE CENTER TO PROVIDE ITS PATIENT COMMUNITY WITH UP-TO-DATE INFORMATION REGARDING THE SYSTEM'S RESPONSE TO THE PANDEMIC, AVAILABLE RESOURCES SUCH AS TESTING SITES, AND INNOVATION EFFORTS UNDERWAY THROUGHOUT BILH (E.G., VAPORIZED HYDROGEN PEROXIDE STERILIZATION FOR N95 RESPIRATORS). BILH LAUNCHED AN INTERNAL WEBSITE WITH RESOURCES FOR ITS STAFF AS WELL. BILH CREATED SYSTEM-WIDE GUIDELINES FOR INFECTION PREVENTION ACROSS MANY DOMAINS, INCLUDING PATIENT AND VISITOR SCREENING AND THE RECONFIGURATION OF AMBULATORY CLINIC SPACES TO ALLOW FOR RECOMMENDED PHYSICAL DISTANCING. BILH'S HUMAN RESOURCES TEAM DEVELOPED AND PROVIDED SYSTEM-WIDE PROGRAMS, POLICIES, AND TOOLS TO ENSURE ITS HOSPITALS WERE ABLE TO SUPPORT THE PHYSICAL AND EMOTIONAL WELL-BEING OF ITS STAFF WHILE DELIVERING SAFE, EFFECTIVE CARE TO ITS PATIENTS. EXAMPLES OF THESE RESOURCES INCLUDE AN ENHANCED SUPPLEMENTAL LEAVE POLICY; AN EASY-TO-USE, AUTOMATED EMPLOYEE COVID-19 SYMPTOM ATTESTATION TOOL; AN ONLINE, COGNITIVE BEHAVIORAL TREATMENT PROGRAM FOR MANAGING ANXIETY; AND TELECOMMUTING GUIDELINES. IN LATE MARCH 2020 BILH CREATED HOUSING FOR QUARANTINE OF STAFF EXPOSED TO COVID-19. HOUSING WAS SET UP AT A LOCAL UNIVERSITY AND HOTELS COVERING THE NETWORK'S SERVICE AREA. APPROXIMATELY 300 STAFF MEMBERS TOOK ADVANTAGE OF THE HOUSING FROM MARCH TO JULY 2020. IN ADDITION TO HOUSING, FOOD AND SUPPLY DELIVERY SERVICES WERE CREATED TO MINIMIZE PUBLIC CONTACT. BILH COLLABORATED REGULARLY WITH COMMUNITY HEALTH CENTER ("CHC") AFFILIATES ON COVID-RELATED CARE, TESTING, PERSONAL PROTECTIVE EQUIPMENT ("PPE"), AND PATIENT OUTREACH. BILH SHARED REAL-TIME ACCESS TO BILH COVID-19-RELATED OPERATIONAL POLICIES, PROCESSES, AND GUIDELINES IN ADDITION TO TRANSLATED PATIENT HANDOUTS, FLYERS, AND SOCIAL MEDIA GRAPHICS AROUND THE "STOP THE SPREAD" CAMPAIGN. AS HEALTH CENTERS WORKED TO ESTABLISH STABLE SUPPLY CHAINS OF PPE, BILH DONATED GLOVES, N95S, ISOLATION GOWNS, DISINFECTANT WIPES, EYE PROTECTION, HAND SANITIZER, AND SURGICAL MASKS. BILH DEPLOYED STAFF AT COMMUNITY TESTING SITES SUCH AS AT THE DIMOCK CENTER. CHC STAFF WERE INCLUDED IN THE AFOREMENTIONED BILH-FUNDED TEMPORARY HOUSING PROGRAM FOR STAFF. BILH ALSO SUPPORTED SAFETY NET AFFILIATE HOSPITALS WITH REAL-TIME BILH COVID-19 PROTOCOLS AND POLICIES, MED/SURG AND ICU BED LOAD-BALANCING EFFORTS, ICU STAFFING, AND PPE NEEDS. IN FY 2021, BILH CONTINUED TO PLAY A SIGNIFICANT ROLE IN THE COMMONWEALTH'S RESPONSE TO THIS UNPRECEDENTED PUBLIC HEALTH CRISIS, MOST NOTABLY THROUGH ITS PATIENT VACCINATION EFFORTS. BILH WILL PROVIDE DETAIL ON THESE EFFORTS IN ITS FY 2021 TAX RETURN FILING. |
| FORM 990, PART IV, LINE 24A | AS DESCRIBED IN THIS FORM 990, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF WINCHESTER HOSPITAL DURING THIS SAME PERIOD, WINCHESTER HOSPITAL WAS A MEMBER OF THE BILH OBLIGATED GROUP AND ITS TAX EXEMPT BOND FINANCING WAS ISSUED THROUGH BILH OR THROUGH A PREVIOUS OBLIGATED GROUP WHICH IS NOW A PART OF THE BILH OBLIGATED GROUP. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE BILH OBLIGATED GROUP OUTSTANDING TAX EXEMPT DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002, ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON WINCHESTER HOSPITAL'S BALANCE SHEET. |
| FORM 990, PART IV, LINE 24B: | AS REPORTED ON THE FORM 990 SCHEDULE K, THE LAHEY HEALTH SYSTEM INC. (LHSI) SERIES F BONDS WHICH WERE ISSUED IN 2015 ARE NOW PART OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP DEBT. THE BONDS WERE ISSUED IN 2015 AND AS OF SEPTEMBER 30, 2020 THERE WAS A BALANCE REMAINING IN THE CONSTRUCTION FUND. PROCEEDS IN THE CONSTRUCTION FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, AND WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. ALTHOUGH THESE BONDS ARE NOT ON THE WINCHESTER HOSPITAL BALANCE SHEET, WINCHESTER HOSPITAL IS INCLUDING THIS DISCLOSURE IN ITS FORM 990 BECAUSE WINCHESTER HOSPITAL IS A MEMBER OF THE BILH OBLIGATED GROUP. |
| FORM 990, PART V, QUESTION 7G | WINCHESTER HOSPITAL DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. |
| FORM 990, PART V, QUESTION 7H: | WINCHESTER HOSPITAL 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 | THE FOLLOWING WINCHESTER HOSPITAL OFFICERS, DIRECTOR/TRUSTEES, AND KEY EMPLOYEES HAVE BUSINESS AND/OR FAMILY RELATIONSHIPS: DEBORAH MCDONOUGH AND BILL MCCANCE HAVE A BUSINESS RELATIONSHIP FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THIS SAME PERIOD HMFP SERVED AS THE SOLE MEMBER OF AFFILIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) AS WELL AS SEVERAL ADDITIONAL ENTITIES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF THE AFFILIATED ORGANIZATIONS NOTED ABOVE. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. |
| FORM 990, PART VI, SECTION A, LINE 6 | EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF WINCHESTER HOSPITAL. LAHEY HEALTH SYSTEM, INC. WHICH MERGED INTO LAHEY CLINIC FOUNDATION EFFECTIVE MARCH 1, 2019, PREVIOUSLY SERVED AS SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER OF WINCHESTER HOSPITAL HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN WINCHESTER HOSPITAL'S BY-LAWS: SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO THE BOARD OF TRUSTEES OF THE CORPORATION ("BOARD") IN THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE THESE BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. FOR THE PERIOD ENDING ON THE THIRD ANNIVERSARY OF THE DATE THE MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE CORPORATION, THE MEMBER'S AUTHORITY TO CHANGE THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES IS SUBJECT TO THE REQUIREMENT THAT IT OBTAIN THE UNANIMOUS CONSENT OF THE CORPORATION'S DESIGNATED TRUSTEES (AS DEFINED IN THE BYLAWS OF THE MEMBER) AND THE APPROVAL OF THE MEMBER'S BOARD OF TRUSTEES (THE "MEMBER'S BOARD"). THE MEMBER MAY NOT CAUSE THE CORPORATION TO CEASE OPERATING A SEPARATELY LICENSED HOSPITAL FACILITY, OR CLOSE ANY ESSENTIAL SERVICE OF SUCH HOSPITAL FACILITY, WITHOUT CONSULTING WITH THE BOARD PRIOR TO TAKING SUCH ACTION. THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER CORPORATIONS; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER THESE BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) OF THE PRECEDING SENTENCE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. THE POWERS OF THE BOARD IN CLAUSE (C) AND (D) OF THE FIRST SENTENCE OF THIS PARAGRAPH SHALL BE INDEPENDENT OF THE MEMBER AND NOT SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF THE MEMBER'S BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF LAHEY HEALTH SHARED SERVICES (LHSS), WHICH IS IN TURN, THE SOLE MEMBER OF WINCHESTER HOSPITAL . THIS FORM 990 IS PREPARED IN CONJUNCTION WITH THE LHSS FINANCE STAFF. IN ADDITION, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND DEPARTMENTS WITHIN BILH, WINCHESTER HOSPITAL AND OTHER AFFILIATES TO ENSURE THAT OTHER FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS MAY INCLUDE: FINANCIAL ASSISTANCE AND REIMBURSEMENT, COMPLIANCE, GRADUATE MEDICAL EDUCATION, LEGAL, COMMUNITY BENEFITS, GOVERNANCE, DEVELOPMENT, HUMAN RESOURCES AND PAYROLL, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. THE TAX RETURNS REVIEWED BY THE BILH EXECUTIVE DIRECTOR, TAXATION WINCHESTER HOSPITAL 'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP. |
| FORM 990, PART VI, SECTION B, LINE 12C | WINCHESTER HOSPITAL IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM OF AFFILIATES. ALL ENTITIES IN THE BILH NETWORK ADHERE TO THE BILH CONFLICT OF INTEREST POLICY AND MAINTAIN A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY AT THE ENTITY LEVEL. PURSUANT TO THESE POLICIES, ALL OF WINCHESTER HOSPITAL 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 WINCHESTER HOSPITAL IS PROVIDED TO THE WINCHESTER HOSPITAL '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 WINCHESTER HOSPITAL AS WELL AS THE BILH INTEGRITY AND COMPLIANCE OFFICE. PURSUANT TO THE BILH CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A MANAGEMENT PLAN 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 WINCHESTER HOSPITAL BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR WINCHESTER HOSPITAL TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS NOTED THROUGHOUT THIS FILING, WINCHESTER HOSPITAL BECAME A MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES WITH BILH SERVING AS WINCHESTER HOSPITAL'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK EFFECTIVE MARCH 1, 2019. PRIOR TO THAT DATE WINCHESTER HOSPITAL WAS A MEMBER OF THE LAHEY HEALTH SYSTEM, AND LAHEY HEALTH SYSTEM, INC. (LHSI) SERVED AS WINCHESTER HOSPITAL'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE LAHEY HEALTH SYSTEM. IN THIS ROLE LHSI MAINTAINED THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EMPLOYEES AND SENIOR MANAGEMENT OF THE ENTITIES WHICH COMPRISED THE LAHEY HEALTH SYSTEM. TO THAT END, LHSI HAD A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES. AS REQUIRED BY THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HEREIN IS CALENDAR YEAR 2019 COMPENSATION. AS SUCH, COMPENSATION REPORTED IN THIS FORM 990 FOR WINCHESTER HOSPITAL'S OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE LHSI COMPENSATION COMMITTEE PRIOR TO THE CREATION OF BILH. THE LHSI COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE LHSI COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE LAHEY HEALTH SYSTEM NETWORK OF AFFILIATES INCLUDING THE LHSI CHIEF EXECUTIVE OFFICER, OTHER MEMBERS OF SENIOR MANAGEMENT AT LHSI AND ITS AFFILIATES THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE LHSI CEO. THE COMPENSATION PACKAGE FOR THE LHSI CEO VOTED BY THE COMPENSATION COMMITTEE WAS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | WINCHESTER HOSPITAL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215 |
| 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, 2020 THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. |
| FORM 990, PART XI, LINE 9: | TRANSFERS TO/FROM AFFILIATES -5,660,257. NET ASSETS RELEASED FROM RESTRICTION FROM AFFILIATES 0. NA RELEASED FROM REST-OPS 441,828. NA RELEASED FROM REST-PPE 58,968. CHANGE IN INTEREST OF FOUNDATION - TEMP 873,540. CHANGE IN INTEREST OF FOUNDATION - PERM 452,749. CHANGE IN VALUATION OF SWAPS (NET ASSETS) -620,321. OTHER CHANGES IN TRUST 243,908. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (59 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) | ||||||
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 320058309 | TO PROVIDE EMERGENCY MEDICAL SERVICES | MA | 501(C)(3) | 12A, I | 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 | Yes (1) | |||||||
| BETH ISRAEL ANAESTHESIA FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042997215 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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 CORP | ||||||||||||||||
| 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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 | 0 | ||||||
| BID PHYSICIAN ORGANIZATION LLC DBA BID CARE ORGANIZATION LLC | ||||||||||||||||
| 247 STATION DRIVE | 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| BETH ISRAEL LAHEY HEALTH PHARMACY INC (FKA BIDMC PHARMACY) | ||||||||||||||||
| 80 WILSON WAY | WESTWOOD | MA | 02090 | 822526816 | TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC | MA | 501(C)(3) | 12A, I | 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 FKA LPCO | ||||||||||||||||
| 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 | ||||||||||||||||
| 199 REEDSDALE ROAD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 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, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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 | 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) | ||||||
| CAREGROUP PARMENTER HOME CARE & HOSPICE INC | ||||||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 473111453 | HOME CARE & HOSPICE | MA | 501(C)(3) | 12A, I | Yes (1) | |||||||
| COMMUNITY PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 043243146 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 3 | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN | ||||||||||||||||
| 185 PILGRIM ROAD | BOSTON | MA | 02215 | 043242952 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | 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 AND EDUCATION HOUSING SERVICES INC | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 223232914 | HUD HOUSING | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| JORDAN PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 043228556 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 10 | 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 HOSPITALS AND 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 ENERGY COLLABORATIVE INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043476764 | COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | ||||||
| LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043208878 | INACTIVE CORPORATION | MA | 501(C)(3) | 12A, I | 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 | 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 | 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 PHYSICIAN PRACTICE INC | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 201287349 | HEALTHCARE | MA | 501(C)(3) | 10 | Yes (1) | |||||||
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME | ||||||||||||||||
| 600 CUMMINGS CENTER | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501(C)(3) | 10 | 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 | 01890 | 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
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINCHESTER HOSPITALSHIELDS MRI LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CONGRESS ST | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462523117 | EIN |
| Primary Activities | MRI SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINCHESTER HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $2,972,881 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,194,519 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.70000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 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 | 000000000 | 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 HEALTHCARE CORPORATION | |||||||||||||
| 87 HERRICK STREET | BEVERLY | MA | 01915 | 042855189 | NURSING HOME | KY | N/A | C | Yes (1) | ||||
| NORTHEAST PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 500 CUMMINGS CENTER STE 6500 | BEVERLY | MA | 01915 | 043258053 | PHYS HOSP ORG | MA | N/A | C | Yes (1) | ||||
| NORTHEAST PHYSICAN PRACTICE INC | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043285837 | PHYSICIAN OFFICE | MA | 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 | |||||||||||||
| 41 HIGHLAND AVE | 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) | ||||
| WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 472646454 | PHYS HOSP ORG | MA | N/A | C | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 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 (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETH ISRAEL LAHEY HEALTH INC | ||
| O | $833,447 | FMV |
| BETH ISRAEL LAHEY HEALTH INC | ||
| R | $77,803 | FMV |
| BETH ISRAEL LAHEY HEALTH INC | ||
| P | $1,836,226 | FMV |
| LAHEY CLINIC INC | ||
| P | $301,406 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| P | $151,591,291 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| S | $17,029,163 | FMV |
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||
| Q | $278,004 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R PARTS I THROUGH V: | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH) AND THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN). THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). THESE ENTITIES MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. THE BY-LAW OF THESE ENTITIES REFLECT THE CENTRALIZATION OF THE SYSTEM, AND AS SUCH, AFFILIATES WITHIN THE BILH SYSTEM ARE CONSIDERED CONTROLLED ENTITIES UNDER IRC SECTION 512(B)(13), AS EACH AFFILIATE IS UNDER COMMON GOVERNANCE CONTROL, AS DESCRIBED IN TREAS. REGS. 1.512(B)-1(L)(4). IN ADDITION, UNDER INTERNAL REVENUE CODE SECTION 512, CONTROL MEANS THAT MORE THAN 50 PERCENT OF THE DIRECTORS OR TRUSTEES OF AN ORGANIZATION ARE EITHER REPRESENTATIVES OF, OR DIRECTLY OR INDIRECTLY CONTROLLED, BY AN EXEMPT ORGANIZATION. A TRUSTEE OR DIRECTOR IS A REPRESENTATIVE OF AN EXEMPT ORGANIZATION IF THEY ARE A TRUSTEE, DIRECTOR, AGENT, OR EMPLOYEE OF SUCH EXEMPT ORGANIZATION. UNDER THIS DEFINITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND IT'S AFFILIATES ARE INCLUDED IN FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR. | ExplanationTxt |