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NEW ENGLAND BAPTIST HOSPITAL: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NEW ENGLAND BAPTIST HOSPITAL (EIN 04-2103612)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-16
IRS object ID
202112289349304666
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-16T22:02:00-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103612EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND BAPTIST HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWEBusinessNameControlTxt
Phone6177545800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 PARKER HILL AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS GHERINGHELLIPersonNm
Person TitleVICE PRESIDENT & CFOPersonTitleTxt
Phone6177545800PhoneNum
Signature2021-08-12SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2021-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS GHERINGHELLIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 PARKER HILL AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02120ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$213,309,845GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NEBH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1889FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee1404TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$3,003,190TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,573,504PYContributionsGrantsAmt
CY Contributions Grants$7,936,536CYContributionsGrantsAmt
PY Program Service Revenue$226,687,187PYProgramServiceRevenueAmt
CY Program Service Revenue$189,431,365CYProgramServiceRevenueAmt
PY Investment Income$4,369,407PYInvestmentIncomeAmt
CY Investment Income$4,065,783CYInvestmentIncomeAmt
PY Other Revenue$12,575,377PYOtherRevenueAmt
CY Other Revenue$11,830,926CYOtherRevenueAmt
PY Total Revenue$248,205,475PYTotalRevenueAmt
CY Total Revenue$213,264,610CYTotalRevenueAmt
PY Grants And Similar Paid$175,895PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$791,274CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$103,789,775PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$96,044,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$50,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$17,341CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,558,423CYTotalFundraisingExpenseAmt
PY Other Expenses$130,895,358PYOtherExpensesAmt
CY Other Expenses$122,942,662CYOtherExpensesAmt
PY Total Expenses$234,911,028PYTotalExpensesAmt
CY Total Expenses$219,795,277CYTotalExpensesAmt
PY Revenues Less Expenses$13,294,447PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,530,667CYRevenuesLessExpensesAmt
Total Assets BOY$239,427,109TotalAssetsBOYAmt
Total Assets EOY$270,348,462TotalAssetsEOYAmt
Total Liabilities BOY$86,394,395TotalLiabilitiesBOYAmt
Total Liabilities EOY$124,187,332TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$153,032,714NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$146,161,130NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$205,685,110ExpenseAmt
Grant$791,274GrantAmt
Revenue$193,520,403RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$205,685,110TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document63IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1404EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS GHERINGHELLIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177545800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 PARKER HILL AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021202847ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TABB MD KEVIN
TRUSTEE (EX-OFF), CEO1.0059.00Yes (X)Yes (X)$0$2,488,251$789,051
LEWIS MD STANLEY M
TRUSTEE (CEO DESIGNATE)1.0059.00Yes (X)$0$1,039,019$317,540
SMITH RN MS MARY SULLIVAN
TEE (EX-O), SVP, COO, CNO58.002.00Yes (X)Yes (X)$580,014$30,527$20,391
TROMANHAUSER MD SCOTT
TEE/CHF MED QTY OFF/RES OP DIR30.0030.00Yes (X)$257,164$257,164$40,788
MATTINGLY MD DAVID
TTEE(EXOFF)/SURG CHF/ORTHO CHR30.0030.00Yes (X)$213,035$213,035$2,920
BASILICO MD FREDERICK C
TEE (EX-OFF)/CHAIR OF MED/SEC30.0030.00Yes (X)$149,784$149,784$29,632
PASSAFARO DAVID ANTHONY
TRUSTEE (EX-OFF), PRESIDENT60.000.00Yes (X)$677,829$0$53,102
SPITZ MD DAMON J
TEE/PRES MED STAFF/CHR RAD30.0030.00Yes (X)$52,505$52,505$0
COLLINS CHRISTOPHER
TRUSTEE, VICE CHAIR1.000.00Yes (X)Yes (X)$0$0$0
AMELLO JASON
TRUSTEE1.000.00Yes (X)$0$0$0
BACHMAN JOHN JEB
TRUSTEE1.000.00Yes (X)$0$0$0
BARKER ESQ THOMAS R
TRUSTEE1.000.00Yes (X)$0$0$0
BARNETT KEITH
TRUSTEE1.000.00Yes (X)$0$0$0
BEAMON SHANUAH
TRUSTEE1.000.00Yes (X)$0$0$0
BIERBAUM BENJAMIN
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
BLUMENREICH GENE A
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
BOWLER HON MARIANNE
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
CAHILL GREGORY
TRUSTEE1.000.00Yes (X)$0$0$0
FRAIOLI EDWARD
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
FREDERICK JOCELYN
TRUSTEE1.000.00Yes (X)$0$0$0
JENNY CHRISTOPHER
TRUSTEE1.000.00Yes (X)$0$0$0
LIBERT JEFFREY
TRUSTEE1.000.00Yes (X)$0$0$0
NAGER NANCY
TRUSTEE1.000.00Yes (X)$0$0$0
NICHOLSON THOMAS H
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
RUBENSTEIN JAMES
TRUSTEE1.000.00Yes (X)$0$0$0
SAMSEL ERVEN
TRUSTEE, CHAIR1.000.00Yes (X)$0$0$0
STAVENHAGEN JOSEPH
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
WARREN THOMAS T
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
WETZNER MD STEVE
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
WILKINS JOHN P
HONORARY TRUSTEE1.000.00Yes (X)$0$0$0
FISCHER STEVEN P
TREASURER1.0059.00Yes (X)$0$1,311,136$430,191
KATZ JAMIE
CLERK1.0059.00Yes (X)$0$934,650$294,544
GHERINGHELLI MSF THOMAS J
ASSISTANT TREASURER58.002.00Yes (X)$496,813$26,148$23,797
BATTISTA MARY
ASSISTANT CLERK1.000.00Yes (X)$74,809$0$10,679
SHEEHAN RN MSN JAYNE
SVP MUSCULO DEV. NEBH BILH1.0059.00$0$460,496$62,251Yes (X)
THOMPSON LINDA E
SVP, HR & SERVICE EXCELLENCE58.002.00$431,344$22,703$32,788Yes (X)
HAYEK MD JIHAD
PATHOLOGY CHAIR30.0030.00$199,938$199,938$41,560Yes (X)
IDE PATRICIA
EX DIR, QUALITY & PATNT SAFETY60.000.00$283,398$0$45,211Yes (X)
SEBET GAIL
SENIOR DIR SURGICAL SERVICES60.000.00$254,983$0$37,539Yes (X)
COUTU TIMOTHY S
MGER OF FIN AND ADMIN APPS60.000.00$255,660$0$19,391Yes (X)
LEFAIVRE DANIEL E
EXECUTIVE DIRECTOR, FINANCE60.000.00$227,591$0$29,524Yes (X)
GIORDANO VALERIE
CHIEF OF STAFF, VICE PRESIDENT60.000.00$232,249$0$8,351Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,387,116TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$7,185,356TotReportableCompRltdOrgAmt
Total Other Compensation$2,289,250TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
C&W FACILITY SERVICES INC
275 GROVE ST 3AUBURNDALEMA02466FACILITY SERVICE$2,766,406
SODEXO INC & AFFILIATES
PO BOX 81049WOBURNMA01813SUPPORT SERVICE MANAGEMENT$1,425,570
ANAESTHESIA ASSOC OF MASSACHUSETT
690 CANTON ST SUITE 325WESTWOODMA02090SUPPORT SERVICE$1,300,000
DELLBROOK CONSTRUCTION LLC
859 WILLARD ST STE 200QUINCYMA021697490CONSTRUCTION SERVICE$820,804
MN & COMPANY MEDIA MANAGEMENT INC
47R HIGH STREETNORTH ANDOVERMA01845MARKETING AND ADVERSING SERVICE$616,487
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K35CntrctRcvdGreaterThan100KCnt
Government Grants$5,108,495GovernmentGrantsAmt
All Other Contributions$2,828,041AllOtherContributionsAmt
Noncash Contributions$323,626NoncashContributionsAmt
Total Contributions$7,936,536TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INPATIENT CARE622310$81,187,025$81,187,025
MEDICARE622310$75,292,142$75,292,142
WALK IN CLINIC622310$32,557,270$32,557,270
PURCHASING REBATE/DISC621990$390,610$390,610
RESEARCH541715$4,318$4,318
FieldValueIRS element (for citing)
Total Program Service Revenue$189,431,365TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,100,773TotalRevenueColumnAmt
Unrelated Business Revenue-$258,008UnrelatedBusinessRevenueAmt
Exclusion$1,358,781ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,068,303RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$45,235RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,023,068RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,023,068TotalRevenueColumnAmt
Unrelated Business Revenue$88,474UnrelatedBusinessRevenueAmt
Exclusion$1,934,594ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,965,010SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,965,010SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,965,010TotalRevenueColumnAmt
Exclusion$2,965,010ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PHYSICIAN ADMIN622310$3,065,852$3,065,852
PARKING812930$1,453,432$1,453,432
CAFETERIA722514$803,065$803,065

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,485,509TotalRevenueColumnAmt
Related Or Exempt Func Income$4,089,038RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$106,872UnrelatedBusinessRevenueAmt
Exclusion$289,599ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,807,858OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$213,264,610TotalRevenueColumnAmt
Related Or Exempt Func Income$193,520,403RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,003,190UnrelatedBusinessRevenueAmt
Exclusion$8,804,481ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$776,214TotalAmt
Program Services$776,214ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,060TotalAmt
Program Services$15,060ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,175,079TotalAmt
Program Services$1,145,923ProgramServicesAmt
Management And General$29,156ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$78,504,093TotalAmt
Program Services$75,126,451ProgramServicesAmt
Management And General$1,911,482ManagementAndGeneralAmt
Fundraising$1,466,160FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,467,575TotalAmt
Program Services$3,093,971ProgramServicesAmt
Management And General$334,821ManagementAndGeneralAmt
Fundraising$38,783FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,352,777TotalAmt
Program Services$5,676,453ProgramServicesAmt
Management And General$606,116ManagementAndGeneralAmt
Fundraising$70,208FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,544,476TotalAmt
Program Services$5,839,359ProgramServicesAmt
Management And General$631,920ManagementAndGeneralAmt
Fundraising$73,197FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$679TotalAmt
Program Services$605ProgramServicesAmt
Management And General$66ManagementAndGeneralAmt
Fundraising$8FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$67,032TotalAmt
Management And General$67,032ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$17,341TotalAmt
Fundraising$17,341FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,053,606TotalAmt
Program Services$940,088ProgramServicesAmt
Management And General$101,734ManagementAndGeneralAmt
Fundraising$11,784FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$53,225,088TotalAmt
Program Services$52,773,556ProgramServicesAmt
Management And General$217,826ManagementAndGeneralAmt
Fundraising$233,706FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,234,700TotalAmt
Program Services$3,780,649ProgramServicesAmt
Management And General$406,917ManagementAndGeneralAmt
Fundraising$47,134FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,760,875TotalAmt
Program Services$8,265,879ProgramServicesAmt
Management And General$2,443,439ManagementAndGeneralAmt
Fundraising$51,557FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$46,340TotalAmt
Program Services$36,048ProgramServicesAmt
Management And General$2,973ManagementAndGeneralAmt
Fundraising$7,319FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$265,338TotalAmt
Program Services$249,081ProgramServicesAmt
Management And General$14,607ManagementAndGeneralAmt
Fundraising$1,650FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,542,788TotalAmt
Program Services$1,376,565ProgramServicesAmt
Management And General$148,968ManagementAndGeneralAmt
Fundraising$17,255FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$4,552,525TotalAmt
Program Services$4,552,525ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,072,649TotalAmt
Program Services$9,879,657ProgramServicesAmt
Management And General$1,069,150ManagementAndGeneralAmt
Fundraising$123,842FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,007,852TotalAmt
Program Services$899,264ProgramServicesAmt
Management And General$97,316ManagementAndGeneralAmt
Fundraising$11,272FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
NON-EMPLOYEE: CONSULTIN$16,189,296$14,784,855$1,181,895$222,546
MAINTENANCE & REPAIR$11,858,189$9,688,613$2,055,787$113,789
FREE CARE$2,545,165$2,545,165
EQUIPMENT LEASES$2,020,608$1,980,904$35,582$4,122

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,499,932TotalAmt
Program Services$2,258,225ProgramServicesAmt
Management And General$194,957ManagementAndGeneralAmt
Fundraising$46,750FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$219,795,277TotalAmt
Program Services$205,685,110ProgramServicesAmt
Management And General$11,551,744ManagementAndGeneralAmt
Fundraising$2,558,423FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,895,705BOYAmt
EOY$42,753,131EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,173,422BOYAmt
EOY$2,578,376EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,835,525BOYAmt
EOY$21,158,424EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,259,850BOYAmt
EOY$3,472,493EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,621,384BOYAmt
EOY$3,061,950EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$294,089,969LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$225,355,711LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$75,432,685BOYAmt
EOY$68,734,258EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$81,581,460BOYAmt
EOY$90,243,274EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$26,661,304BOYAmt
EOY$28,053,186EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,965,774BOYAmt
EOY$10,293,370EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$239,427,109BOYAmt
EOY$270,348,462EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,997,633BOYAmt
EOY$61,024,119EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$960,000BOYAmt
EOY$880,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,153,278BOYAmt
EOY$50,774,603EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,283,484BOYAmt
EOY$11,508,610EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$86,394,395BOYAmt
EOY$124,187,332EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$121,771,239BOYAmt
EOY$116,245,483EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,261,475BOYAmt
EOY$29,915,647EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$153,032,714BOYAmt
EOY$146,161,130EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$239,427,109BOYAmt
EOY$270,348,462EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$6,530,667ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,730,621NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,389,704OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$67,032OtherActivitiesAmt
Total Lobbying Expenditures$67,032TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationNEW ENGLAND BAPTIST 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 $67,032 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

FieldValueIRS element (for citing)
Beginning Year Balance$56,726,000BeginningYearBalanceAmt
Contributions$1,672,000ContributionsAmt
Investment Earnings Or Losses$1,282,000InvestmentEarningsOrLossesAmt
Other Expenditures$1,434,000OtherExpendituresAmt
End Year Balance$58,246,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$55,012,000BeginningYearBalanceAmt
Contributions$1,637,000ContributionsAmt
Investment Earnings Or Losses$1,009,000InvestmentEarningsOrLossesAmt
Other Expenditures$932,000OtherExpendituresAmt
End Year Balance$56,726,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,416,000BeginningYearBalanceAmt
Contributions$1,702,000ContributionsAmt
Investment Earnings Or Losses$2,882,000InvestmentEarningsOrLossesAmt
Other Expenditures$1,988,000OtherExpendituresAmt
End Year Balance$55,012,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,556,000BeginningYearBalanceAmt
Contributions$2,482,000ContributionsAmt
Investment Earnings Or Losses$4,207,000InvestmentEarningsOrLossesAmt
Other Expenditures$829,000OtherExpendituresAmt
End Year Balance$52,416,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,358,000BeginningYearBalanceAmt
Contributions$1,498,000ContributionsAmt
Investment Earnings Or Losses$2,720,000InvestmentEarningsOrLossesAmt
Other Expenditures$1,020,000OtherExpendituresAmt
End Year Balance$46,556,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.63000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.30000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,956,331OtherCostOrOtherBasisAmt
Book Value$3,956,331BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$154,515,568OtherCostOrOtherBasisAmt
Depreciation$113,882,196DepreciationAmt
Book Value$40,633,372BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,782,413OtherCostOrOtherBasisAmt
Depreciation$1,771,930DepreciationAmt
Book Value$8,010,483BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,835,657OtherCostOrOtherBasisAmt
Depreciation$109,701,585DepreciationAmt
Book Value$16,134,072BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$68,734,258TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY & VENTURE CAPITAL$3,822,079F
ABSOLUTE RETURN & HEDGED EQUITY$20,033,362F
CREDIT RELATED$1,872,804F
REAL ASSET$2,324,941F
FieldValueIRS element (for citing)
Total Book Value Securities$28,053,186TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
CRICO IBNR ACCRUAL$1,725,000
WORKER'S COMP ACCRUAL$682,341
CRICO LONG TERM REINBS LIABILITY$9,090,546
OTHER LIAB$10,723
FieldValueIRS element (for citing)
Total Liability$11,508,610TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,312,580,000TotalRevEtcAuditedFinclStmtAmt
Other Revenue$6,101,789,023OtherRevenueAmt
Revenue Not Reported$6,101,789,023RevenueNotReportedAmt
Revenue Subtotal$210,790,977RevenueSubtotalAmt
Other Revenues Not Included$2,473,633OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,473,633RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$213,264,610TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,239,549,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,019,753,723OtherExpensesIncludedAmt
Expenses Not Reported$6,019,753,723ExpensesNotReportedAmt
Expenses Subtotal$219,795,277ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$219,795,277TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:UNDER NEW ENGLAND BAPTIST HOSPITAL'S CURRENT LONG-TERM INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 5% OF THE OF QUALIFYING INCOME AVAILABLE MAY BE APPROPRIATED. IN ESTABLISHING THESE POLICIES, NEW ENGLAND BAPTIST HOSPITAL CONSIDERED THE EXPECTED RETURN ON ITS ENDOWMENT AND ITS PROGRAMMING NEEDS. ACCORDINGLY, NEW ENGLAND BAPTIST HOSPITAL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER AND TO PROVIDE A PREDICTABLE AND STABLE SOURCE OF REVENUE TO THE ANNUAL OPERATING BUDGET. ADDITIONAL REAL GROWTH WILL BE PROVIDED THROUGH NEW GIFTS OR EXCESS INVESTMENT RETURN.
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:ASSETS RELEASED FOR OPERATIONS 2,680,645. UNREALIZED GAIN/LOSSES -730,806. RENT EXPENSE ON FORM 990, PART VIII, LINE 6B 45,235. GALA EXPENSES IN REVENUES 36,868. CONSOLIDATED AFFILIATES NET ELIMINIATIONS 6,099,757,081.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RESTRICTED CONTRIBUTION 1,045,491. RESTRICTED DIVIDENDS & INTEREST 139,558. RESTRICTED GAIN ON INVESTMENT 1,288,584.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENT EXPENSES ON FORM 990, PART VII, LINE 6B 45,235. GALA EXPENSES IN REVENUE 36,869. CONSOLIDATED AFFILIATES NET ELIMINATIONS 6,019,671,619.
PART V, LINE 4UNDER NEW ENGLAND BAPTIST HOSPITAL'S CURRENT LONG-TERM INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 5% OF THE OF QUALIFYING INCOME AVAILABLE MAY BE APPROPRIATED. IN ESTABLISHING THESE POLICIES, NEW ENGLAND BAPTIST HOSPITAL CONSIDERED THE EXPECTED RETURN ON ITS ENDOWMENT AND ITS PROGRAMMING NEEDS. ACCORDINGLY, NEW ENGLAND BAPTIST HOSPITAL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER AND TO PROVIDE A PREDICTABLE AND STABLE SOURCE OF REVENUE TO THE ANNUAL OPERATING BUDGET. ADDITIONAL REAL GROWTH WILL BE PROVIDED THROUGH NEW GIFTS OR EXCESS INVESTMENT RETURN.
PART X, LINE 2:EACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE SYSTEM DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2019.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$9,768,583
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$1,579,230
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$11,347,813SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$11,347,813TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
PART IV, LINE 3:ALTHOUGH NEW ENGLAND BAPTIST HOSPITAL HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS
PART IV, LINE 4:ALTHOUGH NEW ENGLAND BAPTIST HOSPITAL WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, ENTITY WAS NOT REQUIRED TO FILE FORM 8621, INFORMATION RETURNS BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND
PART IV, LINE 5:ALTHOUGH NEW ENGLAND BAPTIST HOSPITAL HELD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN PARTNERSHIP DURING THE TAX YEAR, THE INTEREST DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1DEVELOPMENT GUILD DDIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 HARVARD STAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02446ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING COUNSELActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$17,341RetainedByContractorAmt
Net To Organization-$17,341NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$17,341TotalRetainedByContractorsAmt
Total Net To Organization-$17,341TotalNetToOrganizationAmt
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,199,060TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,199,060NetCommunityBenefitExpnsAmt
Total Expense0.01460TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,527,385TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,052,457DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,474,928NetCommunityBenefitExpnsAmt
Total Expense0.01130TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$10,726,445TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,052,457DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,673,988NetCommunityBenefitExpnsAmt
Total Expense0.02590TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$197,585TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$197,585NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$934,930TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$267,732DirectOffsettingRevenueAmt
Net Community Benefit Expns$667,198NetCommunityBenefitExpnsAmt
Total Expense0.00300TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$5,692,811TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,292,437DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,400,374NetCommunityBenefitExpnsAmt
Total Expense0.01550TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,019,813TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,318DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,015,495NetCommunityBenefitExpnsAmt
Total Expense0.00460TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$294,943TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$294,943NetCommunityBenefitExpnsAmt
Total Expense0.00130TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,140,082TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,564,487DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,575,595NetCommunityBenefitExpnsAmt
Total Expense0.02530TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$18,866,527TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$7,616,944DirectOffsettingRevenueAmt
Net Community Benefit Expns$11,249,583NetCommunityBenefitExpnsAmt
Total Expense0.05120TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$61,726TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$61,726NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$372,256TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$372,256NetCommunityBenefitExpnsAmt
Total Expense0.00170TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$89,266TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$89,266NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$523,248TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$523,248NetCommunityBenefitExpnsAmt
Total Expense0.00240TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense-$923,482BadDebtExpenseAmt
Reimbursed By Medicare$77,529,811ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$105,214,134CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$27,684,323MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND BAPTIST HOSPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 PARKER AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02120ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.NEBH.ORGWebsiteAddressTxt
State License2059StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND BAPTIST HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
CHNA Conducted19CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART VIOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt19ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE PART VIStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLWWW.NEBH.ORGFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLWWW.NEBH.ORGFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLWWW.NEBH.ORGFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care Policy0NondisEmergencyCarePolicyInd
Other ReasonYes (X)OtherReasonInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NEW ENGLAND BAPTIST HOSPITALPART V, SECTION B, LINE 5: 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.
NEW ENGLAND BAPTIST HOSPITALPART V, SECTION B, LINE 11: NEW ENGLAND BAPTIST 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.
NEW ENGLAND BAPTIST HOSPITALPART V, SECTION B, LINE 21D: NEW ENGLAND BAPTIST 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.
FieldValueIRS element (for citing)
Facility3FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - NEBH OUTPATIENT CARE AT CHESTNUT HILL
830 BOYLSTON ST208 BASEMENT LEVELCHESTNUT HILLMA02467MEDICAL/SURGICAL
2 - NEW ENGLAND BAPTIST SURGICARE
1 BROOKLINE PLACE 2ND FL SUITE 201BROOKLINEMA02445INTENSIVE CARE UNIT
3 - NEBH OUTPATIENT SURGERY SATELLITE
40 ALLIED DRIVE SUITE 200DEDHAMMA02026AMBULATORY CARE SERVICES

Supplemental Information Detail SupplementalInformationDetail (24 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H NARRATIVESFORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION FOR SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCOMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSNEW ENGLAND BAPTIST HOSPITAL (NEBH) AFFILIATIONBETH ISRAEL LAHEY HEALTH (BILH) IS THE SOLE MEMBER OF NEBH. 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 ARE COMMITTED TO WORKING COLLABORATIVELY WITH BILH'S COMMUNITIES TO ADDRESS THE LEADING HEALTH ISSUES AND CREATE A HEALTHY FUTURE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES. NEBH COMMUNITY BENEFITS MISSION STATEMENT NEW ENGLAND BAPTIST HOSPITAL (NEBH) IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED IN MUSCULOSKELETAL DISEASE AND COLLABORATE ON PROGRAMS TO ADDRESS THESE NEEDS, WITH SPECIAL FOCUS ON UNDERSERVED POPULATIONS THROUGH OUTREACH, EDUCATION AND PROVISION OF SERVICES TO ADDRESS MUSCULOSKELETAL HEALTH.NEBH'S COMMUNITY BENEFITS MISSION IS FULFILLED BY: INVOLVING NEBH'S STAFF, INCLUDING ITS LEADERSHIP AND DOZENS OF COMMUNITY PARTNERS, IN THE CHNA PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION AND OVERSIGHT OF THE IMPLEMENTATION STRATEGY; ENGAGING RESIDENTS THROUGHOUT THE HOSPITAL'S SERVICE AREAS IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, INCLUDING ASSESSMENT, PLANNING, IMPLEMENTATION AND EVALUATION. SPECIAL ATTENTION IS FOCUSED ON ENGAGING DIVERSE PERSPECTIVES, FROM THOSE, PATIENTS AND NON-PATIENTS ALIKE, WHO ARE OFTEN LEFT OUT OF SIMILAR ASSESSMENT, PLANNING AND PROGRAM IMPLEMENTATION PROCESSES; ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) TO IDENTIFY UNMET HEALTH-RELATED NEEDS AND TO CHARACTERIZE THOSE IN THE COMMUNITY WHO ARE MOST VULNERABLE AND FACE DISPARITIES IN ACCESS AND OUTCOMES; IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES NEBH'S SERVICE AREA GEARED TOWARD IMPROVING CURRENT AND FUTURE HEALTH STATUS OF INDIVIDUALS, FAMILIES AND COMMUNITIES BY REMOVING BARRIERS TO CARE, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, STRENGTHENING THE HEALTHCARE SYSTEM AND WORKING TO DECREASE THE BURDEN OF THE LEADING HEALTH ISSUES; PROMOTING HEALTH EQUITY BY ADDRESSING SOCIAL AND INSTITUTIONAL INEQUITIES, RACISM AND BIGOTRY AND ENSURING THAT ALL PATIENTS ARE WELCOMED AND RECEIVE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE; AND FACILITATING COLLABORATION AND PARTNERSHIP WITHIN AND ACROSS SECTORS (E.G., STATE/LOCAL PUBLIC HEALTH AGENCIES, HEALTH CARE PROVIDERS, SOCIAL SERVICE ORGANIZATIONS, BUSINESSES, ACADEMIC INSTITUTIONS, COMMUNITY HEALTH COLLABORATIVES, AND OTHER COMMUNITY HEALTH ORGANIZATIONS) 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, NEBH PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $492,528 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMNEBH'S COMMUNITY BENEFITS LEADERSHIP TEAM INCLUDES REPRESENTATION FROM THE HOSPITAL'S SENIOR ADMINISTRATION, PATIENT FAMILY AND ADVISORY COUNCIL, AND REPRESENTATIVES FROM COMMUNITY AGENCIES, ALL OF WHOM ARE MEMBERS OF THE HOSPITAL'S COMMUNITY BENEFITS ADVISORY COMMITTEE. THE HOSPITAL'S COMMUNITY AND GOVERNMENT AFFAIRS DEPARTMENT MANAGES THE DAY-TO-DAY OPERATIONS OF THE COMMUNITY BENEFITS PROGRAM WITH GUIDANCE FROM HOSPITAL LEADERSHIP, THE FINANCE DEPARTMENT AND THE COMMUNITY BENEFITS ADVISORY COMMITTEE. COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGYMOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENTINTERNAL 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. NEBH COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER 2019. THAT CHNA WAS APPROVED BY THE NEBH 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 NEBH'S 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 NEBH ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW NEBH, 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 ASSESSMENTTARGETED GEOGRAPHY AND POPULATIONAS NOTED ABOVE, NEBH COMPLETED ITS LAST ASSESSMENT IN SEPTEMBER 2019. THE GEOGRAPHICAL FOCUS OF NEBH'S MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT ENCOMPASSES THE MISSION HILL AND ROXBURY NEIGHBORHOODS OF BOSTON, AS WELL AS THE CITIES OF DEDHAM, CHESTNUT HILL (NEWTON) AND BROOKLINE. THESE COMMUNITIES DEFINE NEBH'S COMMUNITY BENEFITS SERVICE AREA (CBSA). IN RECOGNITION OF THE CONSIDERABLE HEALTH DISPARITIES THAT EXIST IN SOME COMMUNITIES, NEBH FOCUSES THE BULK OF ITS COMMUNITY BENEFITS RESOURCES ON IMPROVING THE HEALTH STATUS OF LOW-INCOME AND UNDERSERVED POPULATIONS LIVING IN THE BOSTON NEIGHBORHOODS OF ROXBURY AND MISSION HILL. WHILE THERE ARE CERTAINLY SEGMENTS OF THE POPULATIONS IN BROOKLINE, CHESTNUT HILL, AND DEDHAM THAT ARE VULNERABLE AND UNDERSERVED, THE GREATEST DISPARITIES EXIST IN BOSTON. IN ORDER TO MAXIMIZE THE IMPACT OF ITS COMMUNITY BENEFITS RESOURCES, NEBH'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) VOTED TO PRIORITIZE AND FOCUS NEBH'S ATTENTION ON THE MORE URBAN, HIGH-NEED COMMUNITIES IN NEBH'S CBSA.TARGET POPULATIONS FOR NEBH'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).NEBH'S TARGET POPULATIONS FOCUS ON MEDICALLY-UNDERSERVED AND VULNERABLE GROUPS AS FOLLOWS: LOW- AND MODERATE-INCOME POPULATIONS OLDER ADULTS RACIALLY AND ETHNICALLY DIVERSE POPULATIONS/NON-ENGLISH SPEAKERSCHILDREN AND FAMILIES
2019 COMMUNITY HEALTH NEEDS ASSESSMENTSUMMARY OF APPROACH AND METHODSTHE CHNA USED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING REGIONAL DATA ON SOCIAL, ECONOMIC AND HEALTH INDICATORS AS WELL AS INFORMATION FROM 4,219 SURVEYS, 74 KEY INFORMANT INTERVIEWS, 35 FOCUS GROUPS AND 5 COMMUNITY MEETINGS. COMMUNITY DIALOGUES AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS FROM ACROSS THE BOSTON AND NEIGHBORING CITIES THAT COMPRISE THE GREATER BOSTON REGION 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 1,085 PEOPLE.NEBH HIRED JOHN SNOW, INC. (JSI), TO CONDUCT AND MANAGE THE CHNA PROCESS UNDERTAKEN DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, AND JSI WORKED CLOSELY WITH NEBH'S COMMUNITY BENEFITS STAFF THROUGHOUT THE PROCESS. THE MOST RECENT CHNA WAS DESIGNED AS A THREE-PHASE PROCESS: PHASE ONE INVOLVED PRELIMINARY ASSESSMENT AND ENGAGEMENT ACTIVITIES, INCLUDING: COLLECTION AND ANALYSIS OF QUANTITATIVE DATA TO CHARACTERIZE COMMUNITY CHARACTERISTICS AND DISEASE BURDEN KEY INFORMANT INTERVIEWS WITH HOSPITAL LEADERSHIP, THE PATIENT FAMILY ADVISORY COMMITTEE, AND COMMUNITY STAKEHOLDERS AN EVALUATION OF NEBH'S CURRENT PORTFOLIO OF COMMUNITY BENEFITS ACTIVITIESPHASE TWO INVOLVED TARGETED ENGAGEMENT ACTIVITIES, INCLUDING: FOCUS GROUPS WITH HOSPITAL LEADERSHIP, CLINICAL PROVIDERS AND COMMUNITY STAKEHOLDERS DISSEMINATION AND ANALYSIS OF A COMMUNITY HEALTH SURVEY TO CAPTURE RESIDENTS' PERCEPTIONS OF BARRIERS TO GOOD HEALTH, LEADING HEALTH ISSUES, VULNERABLE POPULATIONS, ACCESSIBILITY OF HEALTH SERVICES, AND OPPORTUNITIES FOR THE HOSPITAL TO IMPROVE THE SERVICES THEY OFFER TO THE COMMUNITYPHASE THREE INVOLVED A SERIES OF STRATEGIC PLANNING AND REPORTING ACTIVITIES, INCLUDING: MEETINGS WITH THE CBAC AND SENIOR LEADERSHIP TEAM (INCLUDING MEMBERS OF THE BOARD OF TRUSTEES) TO PRESENT CHNA FINDINGS, PRIORITIZE COMMUNITY HEALTH ISSUES, IDENTIFY VULNERABLE POPULATIONS, AND DISCUSS POTENTIAL RESPONSES CREATION OF A RESOURCE INVENTORY TO CATALOG LOCAL ORGANIZATIONS, SERVICE PROVIDERS, AND COMMUNITY ASSETS THAT HAVE THE POTENTIAL TO ADDRESS IDENTIFIED NEEDS LITERATURE REVIEW OF EVIDENCE-BASED STRATEGIES TO RESPOND TO IDENTIFIED HEALTH PRIORITIES DEVELOPMENT AND DISSEMINATION OF A FINAL CHNA REPORT AND IS
2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSDETAIL OF APPROACH AND METHODTHE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING REGIONAL DATA ON SOCIAL, ECONOMIC AND HEALTH INDICATORS AS WELL AS INFORMATION FROM THE DISSEMINATION AND ANALYSIS OF A COMMUNITY HEALTH SURVEY TO CAPTURE RESIDENTS' PERCEPTIONS OF BARRIERS TO GOOD HEALTH, LEADING HEALTH ISSUES, VULNERABLE POPULATIONS, ACCESSIBILITY OF HEALTH SERVICES AND OPPORTUNITIES FOR THE HOSPITAL TO IMPROVE THE SERVICES THEY OFFER TO THE COMMUNITY. QUANTITATIVE DATA FROM A BROAD RANGE OF SOURCES WAS COLLECTED AND ANALYZED TO CHARACTERIZE COMMUNITIES IN NEBH'S CBSA, MEASURE HEALTH STATUS, AND INFORM A COMPREHENSIVE UNDERSTANDING OF THE HEALTH-RELATED ISSUES. SOURCES INCLUDED: U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2013-2017) MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2017 AND 2018-2019) 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 BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2017) MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL PROFILES (FY 2013-2017) MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2018) THE CHNA ALSO INCLUDED SOME MORE REFINED ANALYSIS OF HOSPITAL DISCHARGE DATA COMPILED BY THE MASSACHUSETTS CENTER FOR HEALTH INFORMATION AND ANALYSIS (CHIA). THIS ANALYSIS FOCUSED ON ANALYZING AMBULATORY CARE SENSITIVE CONDITIONS, WHICH ALLOW FOR THE ASSESSMENT OF THE STRENGTH OF A COMMUNITY'S PRIMARY CARE SYSTEM AND ITS ABILITY TO PREVENT OR AVOID HOSPITALIZATIONS.
2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSKEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS:NEBH, WITH THE HELP OF JSI, CONDUCTED 12 KEY INFORMANT INTERVIEWS WITH COMMUNITY STAKEHOLDERS, INCLUDING REPRESENTATIVES FROM HOSPITAL AND MUNICIPAL LEADERSHIP, THE BUSINESS COMMUNITY, PUBLIC HEALTH DEPARTMENTS, SOCIAL SERVICE PROVIDERS, SCHOOLS, FAITH-BASED COMMUNITIES, AND COMMUNITY HEALTH COALITIONS. JSI ALSO FACILITATED TWO FOCUS GROUPS. ADDITIONALLY, AS PART OF THE BOSTON COLLABORATIVE, NEBH'S CHNA WAS INFORMED BY 74 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. 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. 2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSFOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)TWO FOCUS GROUPS WITH IDENTIFIED UNDERSERVED POPULATIONS WERE ALSO HELD. COMMUNITY DIALOGUES AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH COMMUNITY MEMBERS. PARTICIPANTS REPRESENTED DIFFERENT AUDIENCES, INCLUDING COMMUNITY MEMBERS AND LONG-TERM PATIENTS FROM MILLION HILL WHO COME TOGETHER TO ORGANIZE SOCIAL EVENTS AND COMMUNITY -ORIENTED PROJECTS (SCHEDULE H, PART VJ, SECTION B, QUESTIONS 3 AND 5). ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED APPROXIMATELY 185 PEOPLE. APPENDIX A IN THE BEBH CHNA INCLUDES DETAILS ON SESSION DATES, PARTICIPANTS, SECTORS AND THE QUESTIONS ASKED.
2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSREVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTS AS 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 NEBH'S COMMUNITY BENEFITS PRIORITY POPULATIONS, GEOGRAPHIC FOCUS, AND COMMUNITY HEALTH PRIORITIES. ANALYZE NEBH'S EXISTING COMMUNITY BENEFITS ACTIVITIES WHICH WERE INFORMED BY THE 2016 CHNA AND SUBSEQUENT IMPLEMENTATION STRATEGY THAT WERE COMPLETED BY NEBH 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).THE NEBH COMMUNITY HEALTH IMPLEMENTATION STRATEGY WAS DEVELOPED BY A TEAM COMPRISED OF HOSPITAL LEADERSHIP, PATIENT ADVOCACY, MEDICAL STAFF, PUBLIC RELATIONS AND COMMUNITY REPRESENTATION. THE GROUP REVIEWED PROGRESS TOWARD GOALS AND OBJECTIVES OF THE PRIOR THREE-YEAR PERIOD, AS WELL AS THE CURRENT DATA COLLECTED THROUGH THE CHNA, TO HELP ENVISION AND DEFINE PRIORITY AREAS FOR THE FUTURE. THE IMPLEMENTATION STRATEGY IDENTIFIED PRIORITY AREAS AND DEFINED GOALS, ALONG WITH OBJECTIVES FOR EACH GOAL AND DRAFTED STRATEGIES TO OPERATIONALIZE THESE OBJECTIVES.
2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSKEY FINDINGSTHE NEBH 2019 CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS: SOCIAL DETERMINANTS OF HEALTH CONTINUE TO HAVE A TREMENDOUS IMPACT ON MANY SEGMENTS OF THE POPULATION. THE DOMINANT THEME FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE CONTINUED IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH ARE HAVING ON THE CBSA'S LOW-INCOME, UNDERSERVED, DIVERSE POPULATION COHORTS. MORE SPECIFICALLY, DETERMINANTS SUCH AS POVERTY, EMPLOYMENT OPPORTUNITIES, VIOLENCE, TRANSPORTATION, RACIAL SEGREGATION, LITERACY, PROVIDER LINGUISTIC/CULTURAL COMPETENCY, SOCIAL SUPPORT, AND COMMUNITY COHESION LIMIT MANY PEOPLE'S ABILITY TO CARE FOR THEIR OWN AND/OR THEIR FAMILIES' HEALTH. DISPARITIES IN HEALTH OUTCOMES EXIST IN NEBH'S CBSA BY RACE/ETHNICITY, FOREIGN BORN STATUS, INCOME AND LANGUAGE. THERE ARE MAJOR HEALTH DISPARITIES FOR RESIDENTS LIVING IN NEBH'S CBSA. THIS IS PARTICULARLY TRUE FOR RACIALLY/ETHNICALLY DIVERSE, FOREIGN BORN, LOW-INCOME, AND NON-ENGLISH SPEAKING RESIDENTS LIVING IN THE BOSTON NEIGHBORHOODS OF MISSION HILL AND ROXBURY. THE IMPACT OF RACISM, BARRIERS TO CARE, AND DISPARITIES IN HEALTH OUTCOMES THAT THESE POPULATIONS FACE ARE WIDELY DOCUMENTED IN THE LITERATURE AND CONFIRMED BY THE DATA CAPTURED BY THIS ASSESSMENT. HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS. THE ASSESSMENT'S QUANTITATIVE DATA CLEARLY SHOWS THAT MANY COMMUNITIES IN NEBH'S CBSA HAVE HIGH RATES FOR MANY OF THE LEADING PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). IN MANY COMMUNITIES, THESE RATES ARE STATISTICALLY HIGHER THAN COMMONWEALTH RATES, INDICATING A PARTICULARLY SIGNIFICANT PROBLEM. HOWEVER, EVEN FOR THOSE COMMUNITIES WHERE THE RATES ARE NOT STATISTICALLY HIGHER, THESE CONDITIONS ARE STILL THE LEADING CAUSES OF PREMATURE DEATH. HIGH RATES OF THE LEADING HEALTH RISK FACTORS. ONE OF THE LEADING FINDINGS FROM THE ASSESSMENT IS THAT MANY COMMUNITIES AND/OR POPULATION SEGMENTS IN NEBH'S CBSA HAVE HIGH RATES OF CHRONIC PHYSICAL AND BEHAVIORAL HEALTH CONDITIONS. IN SOME PEOPLE, THESE CONDITIONS HAVE UNDERLYING GENETIC ROOTS THAT ARE HARD TO COUNTER. HOWEVER, FOR MOST PEOPLE THESE CONDITIONS ARE WIDELY CONSIDERED PREVENTABLE OR MANAGEABLE. ADDRESSING THE LEADING RISK FACTORS IS AT THE ROOT OF A SOUND CHRONIC DISEASE PREVENTION AND MANAGEMENT STRATEGY. HIGH RATES OF SUBSTANCE USE AND MENTAL HEALTH ISSUES. THE IMPACT OF SOCIAL DETERMINANTS WAS THE LEAD FINDING, BUT A CLOSE SECOND WAS THE PROFOUND IMPACT OF BEHAVIORAL HEALTH ISSUES (I.E., SUBSTANCE USE AND MENTAL HEALTH) ON INDIVIDUALS, FAMILIES AND COMMUNITIES IN EVERY GEOGRAPHIC REGION AND EVERY POPULATION SEGMENT IN NEBH'S CBSA. DEPRESSION/ANXIETY, SUICIDE, ALCOHOL USE, OPIOID AND PRESCRIPTION DRUG USE, AND MARIJUANA USE ARE MAJOR HEALTH ISSUES AND ARE HAVING A SIGNIFICANT IMPACT ON THE POPULATION AS WELL AS A BURDEN ON THE SERVICE SYSTEM. THE FACT THAT PHYSICAL AND BEHAVIORAL HEALTH ARE SO INTERTWINED COMPOUNDS THE IMPACT OF THESE ISSUES. OF PARTICULAR CONCERN ARE THE INCREASING RATES OF OPIOID USE AND THE IMPACTS OF TRAUMA. LIMITED ACCESS TO BEHAVIORAL HEALTH SERVICES, PARTICULARLY FOR LOW-INCOME, MEDICAID COVERED, UNINSURED, FOREIGN BORN, NON-ENGLISH SPEAKERS, AND THOSE WITH COMPLEX/MULTI-FACETED ISSUES. DESPITE THE BURDEN OF MENTAL HEALTH AND SUBSTANCE USE ON ALL SEGMENTS OF THE POPULATION, THERE IS AN EXTREMELY LIMITED SERVICE SYSTEM AVAILABLE TO MEET THE NEEDS THAT EXIST FOR THOSE WITH MILD TO MODERATE EPISODIC ISSUES OR THOSE WITH MORE SERIOUS AND COMPLEX, CHRONIC CONDITIONS. EFFORTS NEED TO BE MADE TO EXPAND ACCESS, REDUCE BARRIERS TO CARE (INCLUDING STIGMA), AND IMPROVE THE QUALITY OF PRIMARY CARE AND SPECIALIZED BEHAVIORAL HEALTH SERVICES. THE 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 NEBH'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 STRATEGYBASED 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 NEBH, 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 NEBH WERE IMPACTED BY THIS UNFORESEEN HEALTH CRISIS AND IN THE ABSENCE OF REGULATORY GUIDANCE TO THE CONTRARY, NEBH NEEDED TO QUICKLY REASSESS AND PIVOT TO MEET THE NEW AND PREVIOUSLY UNEXPECTED COMMUNITY NEEDS. AS SUCH, IN RESPONSE TO THE COVID-19 CRISIS NEBH'S COMMUNITY BENEFITS STAFF ALONG WITH THE HOSPITAL'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) AND IN RESPONSE TO COVID, 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 ACTIONS TAKEN TOWARD ADDRESSING THESE NEEDS ARE INCLUDED FURTHER IN THIS NARRATIVE SUPPORT ALONG WITH NEBH'S DETAILED DESCRIPTION OF ACTIVITIES UNDERTAKEN TO MEET THE COMMUNITY NEEDS.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.
COMMUNITY HEALTH NEEDS ASSESSMENTMAKING THE CHNA AND IMPLEMENTATION STRATEGY WIDELY AVAILABLENEBH STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY.AS NOTED ABOVE, NEBH COMPLETED ITS MOST RECENT CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018). THAT CHNA AND APPENDIX WITH DETAILED INFORMATION IS AVAILABLE ON THE NEBH WEBSITE AT:HTTPS://WWW.NEBH.ORG/WP-CONTENT/UPLOADS/2019/09/NEBH-2019-CHNA.PDFIN ADDITION TO THE CHNA, NEBH COMPLETED ITS MOST RECENT IMPLEMENTATION STRATEGY DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018). THE IMPLEMENTATION STRATEGY IS AVAILABLE ON THE NEBH WEBSITE AT:HTTPS://WWW.NEBH.ORG/WP-CONTENT/UPLOADS/2019/09/NEBH-2019-CHNA.PDFIN ADDITION, AS NOTED ABOVE, NEBH COMPLETED ITS PREVIOUS CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2016 (TAX YEAR 2015). THAT CHNA IS AVAILABLE ON THE NEBH WEBSITE AT:HTTPS://WWW.NEBH.ORG/WP-CONTENT/UPLOADS/2018/09/COMMUNITYBENEFITRPT2016-2.PDFFINALLY, THE IMPLEMENTATION STRATEGY ASSOCIATED WITH THE CHNA COMPLETED DURING NEBH'S FISCAL YEAR ENDED SEPTEMBER 30, 2016 (TAX YEAR 2015) IS AVAILABLE ON THE NEBH WEBSITE AT:HTTPS://WWW.NEBH.ORG/WP-CONTENT/UPLOADS/2018/09/COMMUNITYBENEFITRPT2016-2.PDFEACH OF THESE DOCUMENTS IS ALSO AVAILABLE ON REQUEST (SCHEDULE H, PART V, SECTION B, LINE 7A).
COMMUNITY HEALTH NEEDS ASSESSMENTADDRESSING COMMUNITY HEALTH NEEDS(SCHEDULE H, PART V, SECTION B, LINE 11)AS NOTED ABOVE, NEBH'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 NEBH 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 NEBH'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, NEBH 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. GOALS FOR EACH ARE LISTED BELOW.PRIORITY AREA 1: SOCIAL DETERMINANTS OF HEALTH AND ACCESS TO CARE GOAL 1: ENHANCE ACCESS TO CARE AND REDUCE THE IMPACT OF SOCIAL DETERMINANTS GOAL 2: REDUCE ELDER FALLS AND PROMOTE AGING IN PLACE GOAL 3: INCREASE ACCESS TO HEALTHY FOODS AND OTHER BASIC HOUSEHOLD NEEDS GOAL 4: PROMOTE VIOLENCE PREVENTION AND ADDRESS TRAUMA (SAFE NEIGHBORHOODS/COMMUNITY COHESION) GOAL 5: INCREASE JOB OPPORTUNITIES FOR YOUTH AND ADULTS GOAL 6: DECREASE TRANSPORTATION BARRIERSPRIORITY AREA 2: CHRONIC/COMPLEX CONDITIONS AND THEIR RISK FACTORS GOAL 1: ENHANCE ACCESS TO HEALTH EDUCATION, SCREENING, REFERRAL, AND CHRONIC DISEASE MANAGEMENT SERVICES IN CLINICAL AND NON-CLINICAL SETTINGS GOAL 2: REDUCE THE PREVALENCE OF TOBACCO USE GOAL 3: INCREASE PHYSICAL ACTIVITY AND HEALTHY EATING
COMMUNITY HEALTH NEEDS ASSESSMENTAPPROACH TO ADDRESSING HEALTH NEEDS (SCHEDULE H, PART V, SECTION B, LINE 11)NEBH HAS TAKEN A HOLISTIC AND STRATEGIC APPROACH IN ADDRESSING THE HEALTH PRIORITIES IDENTIFIED IN THE CHNA AND ASSOCIATED IMPLEMENTATION STRATEGY BY CREATING, SUPPORTING AND INVESTING IN HEALTH PROGRAMMING AND INITIATIVES THROUGHOUT THEIR CBSA. BELOW IS A SUMMARY OF SOME OF THE COMMUNITY BENEFITS PROGRAMS AND INITIATIVES NEBH OPERATES AND SUPPORTS TO IMPROVE HEALTH OUTCOMES OF THEIR TARGET POPULATIONS THROUGHOUT THEIR PRIORITY NEIGHBORHOODS.NEBH HAS BEEN A LEADER IN CREATING AND SUPPORTING A MYRIAD OF COMMUNITY BENEFITS PROGRAMS THAT ADDRESS THE SOCIAL DETERMINANTS OF HEALTH. PROGRAMS INCLUDE THE NEBH SENIOR CELTICS PROGRAM, HIGH SCHOOL PARTNERSHIPS THAT LEAD TO CAREERS, PARTNERSHIPS WITH LOCAL AFFORDABLE HOUSING ORGANIZATIONS, PROGRAMS ADDRESSING FOOD INSECURITY AND PROGRAMS RELATING TO TRANSPORTATION.AS NOTED ABOVE, NEBH'S MOST RECENT CHNA AND IMPLEMENTATION STRATEGY WERE CONDUCTED AND APPROVED BY THE BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. THAT CHNA AND IMPLEMENTATION STRATEGY INFORM THE COMMUNITY BENEFITS MISSION AND ACTIVITIES OF NEBH FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2020; SEPTEMBER 30, 2021; AND SEPTEMBER 30, 2022. THIS FORM 990 COVERS NEBH'S FISCAL YEAR ENDED SEPTEMBER 30, 2020. NEBH'S IMPLEMENTATION STRATEGY FOR ITS COMMUNITY BENEFITS ACTIVITIES IS PROVIDED HERE ALONG WITH THE ENTITIES THAT THE HOSPITAL PARTNERS WITH ON THESE EFFORTS. A FULL UPDATE ON NEBH'S HEALTH PRIORITIES AND ASSOCIATED GOALS IS INCLUDED BELOW.
FY20 IMPLEMENTATION STRATEGY UPDATEPRIORITY AREA 1: SOCIAL DETERMINANTS OF HEALTH AND ACCESS TO CARE DURING NEBH'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), DATA SHOWED CLEAR GEOGRAPHIC AND DEMOGRAPHIC DISPARITIES RELATED TO THE LEADING SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, HOUSING TRANSPORTATION, VIOLENCE, FOOD ACCESS, EDUCATION, AND COMMUNITY COHESION). THESE ISSUES INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN NEBH'S SERVICE AREA. TO IMPROVE NEBH'S COMMUNITY BENEFITS SERVICE AREA'S POPULATION HEALTH, EFFORTS MADE FOCUSED ON REDUCING THE IMPACT OF SOCIAL DETERMINANTS BY COMMITTING DIRECT COMMUNITY HEALTH PROGRAM INVESTMENTS, AND IN-KIND RESOURCES OF STAFF TIME AND MATERIALS. GOAL 1: ENHANCE ACCESS TO CARE AND REDUCE THE IMPACT OF SOCIAL DETERMINANTS TARGET POPULATION: YOUTH, OLDER ADULTS, LOW TO MODERATE INCOME POPULATIONS, INDIVIDUALS WITH CHRONIC/COMPLEX CONDITIONSPROGRAMMATIC OBJECTIVES: 1.1 INCREASE PARTNERSHIPS AND COLLABORATION WITH SOCIAL SERVICE AND OTHER COMMUNITY-BASED ORGANIZATIONS1.2 INCREASE EDUCATIONAL OPPORTUNITIES RELATED TO THE IMPORTANCE AND IMPACT OF SOCIAL DETERMINANTS1.3 DECREASE THE NUMBER OF PEOPLE WHO STRUGGLE WITH FINANCIAL INSECURITY1.4 INCREASE ACCESS TO LOW COST HEALTHY FOODS WITH AN EMPHASIS ON PRIORITY POPULATIONS SEGMENTS1.5 INCREASE ACCESS TO AFFORDABLE, SAFE TRANSPORTATION OPTIONS WITH AN EMPHASIS ON PRIORITY POPULATION SEGMENTS1.6 INCREASE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR LOW TO MODERATE INCOME RESIDENTS WITH AN EMPHASIS ON PRIORITY POPULATION SEGMENTS1.7 INCREASE ACCESS TO SOCIAL EXPERIENCES FOR THOSE WHO ARE ISOLATED AND LACK FAMILY/CAREGIVER AND OTHER SUPPORTS1.8 EDUCATE INDIVIDUALS AND FAMILIES ABOUT HEALTHY EATING, MEAL PLANNING, HOUSEHOLD BUDGETING, ETC.1.9 DECREASE THE NUMBER OF INDIVIDUALS AND FAMILIES WHO SUFFER FROM FOOD INSECURITY AND/OR LACK BASIC HOUSEHOLD ITEMSCOMMUNITY ACTIVITIES/STRATEGIES: COMMUNITY BENEFIT AND OTHER HOSPITAL STAFF (E.G., NURSING) PARTICIPATE IN COALITIONS AND OTHER COMMUNITY MEETINGS TO PROMOTE COLLABORATION, SHARE KNOWLEDGE, AND COORDINATE COMMUNITY HEALTH IMPROVEMENT ACTIVITIES MAINTAIN MCLAUGHLIN FIELD TO ENGAGE YOUTH AND PROMOTE PHYSICAL ACTIVITY MAKE COMMUNITY IMPROVEMENTS TO WALKWAYS AND OTHER PUBLIC AREAS TO ADDRESS TRANSPORTATION ISSUES AND PROMOTE PHYSICAL ACTIVITY PROVIDE TRASH TRUCK AND CLEAN PUBLIC AREAS AFTER MOVE-IN DAY TO PROMOTE COMMUNITY ENGAGEMENT AND PHYSICAL ACTIVITY SUPPORT FOOD ACCESS AND NUTRITION PROGRAMMING TO LOW AND MODERATE INCOME POPULATIONS LIVING IN PUBLIC HOUSING, COUNCILS ON AGING, AND OTHER COMMUNITY VENUES PROVIDE ESSENTIAL HOUSEHOLD ITEMS TO SUPPORT THOSE LIVING IN POVERTY OR LOW INCOME HOUSEHOLDS PROVIDE TRANSPORTATION SUPPORT TO COMMUNITY RESIDENTS TO ENHANCE ACCESS TO AFFORDABLE, SAFE, ACCESSIBLE TRANSPORTATION OPTIONS ORGANIZE AND SUPPORT WORKFORCE MENTORSHIP AND TRAINING PROGRAMS FOR YOUTH AND ADULTS TO JOB TRAINING, SKILLS DEVELOPMENT, AND CAREER ADVANCEMENT WITH AN EMPHASIS ON PRIORITY POPULATIONS CONTINUE TO SUPPORT THE MEREDITH CAMERON YOUTH OPPORTUNITY INTERNSHIP PROGRAM TO SUPPORT SKILLS DEVELOPMENT AND CAREER ADVANCEMENT PROVIDE LINGUISTICALLY AND CULTURALLY APPROPRIATE HEALTH EDUCATION AND CARE MANAGEMENT SUPPORT THOUGH TARGETED COMMUNITY EVENTS FOR THOSE WITH OR IDENTIFIED AS AT-RISK OF CHRONIC/ COMPLEX CONDITIONS WITH AN EMPHASIS ON PRIORITY POPULATIONS SUPPORT ACTIVITIES SPONSORED BY MISSION HILL SENIOR LEGACY PROJECT SUPPORT COMMUNITY FOOD PANTRIESMETRICS AND STATUS UPDATE: MCLAUGHLIN FIELD WAS MAINTAINED DURING SPRING, SUMMER AND FALL. (OVER 30 WEEKS) AND MAINTAINED DURING THE WINTER AS NEEDED. NEBH HIRED A TRASH TRUCK DURING STUDENT MOVE IN WEEK (SEPTEMBER 1). NEBH STAFF CLEANED THE SURROUNDING STREETS DURING THE SPRING, SUMMER AND FALL AND HELP WITH SNOW REMOVAL DURING THE WINTER. OVER 6,748 RESIDENTS USED THE MISSION LINK BUS FOR TRANSPORTATION. DUE TO COVID, THE NUMBER OF RIDERS THAT USED THE BUS DECREASED. NEBH DISTRIBUTED $132,054 IN CASH TO ORGANIZATIONS IN MISSION HILL. OVER 300 RESIDENTS AND FAMILIES RECEIVED FOOD, ESSENTIAL HOUSEHOLD ITEMS AND GIFT CARDS TO GROCERY STORES. NEBH PROVIDED FINANCIAL SUPPORT TO THE ABCD-PARKER HILL FENWAY COMMUNITY SERVICE CENTER'S FOOD PANTRY. THE FOOD PANTRY PROVIDES EMERGENCY FOOD FOR LOW INCOME FAMILIES IN THE COMMUNITY. THE PANTRY SUPPLIES FOOD TO OVER 3,000 FAMILIES EACH YEAR. NEBH SUPPORTS TWO WORKFORCE DEVELOPMENT PROGRAMS, PROJECT SEARCH AND THE MEREDITH CAMERON YOUTH OPPORTUNITY INTERNSHIP. THE MEREDITH CAMERON INTERNSHIP WAS SUSPENDED DUE TO COVID-19. FOUR CITY OF BOSTON STUDENTS PARTICIPATED IN THE PROJECT SEARCH PROGRAM. TWO HEALTH LITERACY EVENTS WERE SCHEDULED BUT WERE CANCELLED DUE TO COVID-19. FOUR MISSION HILL SR. LEGACY EVENTS WERE HELD FOR OLDER ADULTS LIVING IN MISSION HILL. OVER 150 PEOPLE ATTENDED THE EVENTS, SR. CELTICS PROGRAM AND BIRTHDAY CELEBRATION EVENT. COMMUNITY PARTNERS: BOSTON CHNA-CHIP COLLABORATIVE, BOSTON PUBLIC HEALTH COMMISSION, BOSTON PUBLIC SCHOOLS, ELDER SERVICES PROVIDERS, ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), SOCIEDAD LATINA, MADISON PARK HIGH SCHOOL, MORGAN MEMORIAL GOODWILL, ROXBURY TENANTS OF HARVARD (RTH), TOBIN COMMUNITY CENTER, ALICE TAYLOR HOUSING DEVELOPMENT, MISSION HILL SENIOR LEGACY PROJECT, MARIA SANCHEZ HOUSE, ONE GURNEY STREET APARTMENTS, FAIR FOODS, PRIVATE INDUSTRY COUNCIL (PIC), FRIENDS OF MCLAUGHLIN PARK, PROBLEM PROPERTIES TASK FORCE
GOAL 2: REDUCE ELDER FALLS AND PROMOTE AGING IN PLACETARGET POPULATION: OLDER ADULTSPROGRAMMATIC OBJECTIVES: 1.1 REDUCE FEAR OF FALLING1.2 REDUCE FALLS1.3 INCREASE ACTIVITY LEVELS1.4 INCREASE THE NUMBER OF OLDER ADULTS LIVING INDEPENDENTLY IN THEIR HOMESCOMMUNITY ACTIVITIES/STRATEGIES: SUPPORT OR ORGANIZE MATTER OF BALANCE WORKSHOPS FOR PRIORITY POPULATIONSMETRICS AND STATUS UPDATE: TWO FALL PREVENTION EVENTS WERE ORGANIZED IN FY20. OVER 150 PEOPLE PARTICIPATED IN THE FALL PREVENTION EVENTS.COMMUNITY PARTNERS: ELDER SERVICES AGENCIES, MISSION HILL SENIOR LEGACY PROJECT, ROXBURY TENANTS OF HARVARD, MARIA SANCHEZ HOUSE
PRIORITY AREA 2: CHRONIC AND COMPLEX CONDITIONS AND THEIR RISK FACTORSHEART DISEASE, STROKE AND CANCER ARE BY FAR THE LEADING CAUSES OF DEATH IN THE NATION, THE COMMONWEALTH, AND IN NEBH'S SERVICE AREA. ROUGHLY 7 IN 10 DEATHS CAN BE ATTRIBUTED TO THESE THREE CONDITIONS. IF YOU INCLUDE RESPIRATORY DISEASE (E.G., ASTHMA, CONGESTIVE HEART FAILURE, AND COPD) AND DIABETES, WHICH ARE IN THE TOP 10 LEADING CAUSES ACROSS NEARLY ALL GEOGRAPHIES THAN ONE CAN ACCOUNT FOR ALL BUT A SMALL FRACTION OF CAUSES OF DEATH. ALL OF THESE CONDITIONS ARE GENERALLY CONSIDERED TO BE CHRONIC AND COMPLEX AND CAN STRIKE EARLY IN ONE'S LIFE, QUITE OFTEN ENDING IN PREMATURE DEATH. IN THIS CATEGORY, HEART DISEASE, DIABETES, AND HYPERTENSION WERE THOUGHT TO BE OF THE HIGHEST PRIORITY, ALTHOUGH CANCER WAS ALSO DISCUSSED FREQUENTLY IN THE FOCUS GROUPS AND FORUMS. HIV/AIDS, OTHER SEXUALLY TRANSMITTED DISEASES AND HEPATITIS C WERE ALSO MENTIONED IN THE ASSESSMENT'S INTERVIEWS AND FOCUS GROUPS AND SHOULD CERTAINLY BE INCLUDED IN THE CHRONIC/COMPLEX CONDITION DOMAIN. IT IS ALSO IMPORTANT TO NOTE THAT THE RISK AND PROTECTIVE FACTORS FOR NEARLY ALL CHRONIC/COMPLEX CONDITIONS ARE THE SAME, INCLUDING TOBACCO USE, LACK OF PHYSICAL ACTIVITY, POOR NUTRITION, OBESITY, AND ALCOHOL USE.GOAL 1: ENHANCE ACCESS TO HEALTH EDUCATION, SCREENING, REFERRAL, AND CHRONIC DISEASE MANAGEMENT SERVICES IN CLINICAL AND NON-CLINICAL SETTINGS TARGET POPULATION: YOUTH, OLDER ADULTS, LOW AND MODERATE INCOME POPULATIONS, INDIVIDUALS WITH CHRONIC / COMPLEX CONDITIONSPROGRAMMATIC OBJECTIVES: 1.1 INCREASE THE NUMBER OF PEOPLE WHO ARE EDUCATED ABOUT CHRONIC DISEASE RISK FACTORS AND PROTECTIVE BEHAVIORS1.2 INCREASE THE NUMBER OF ADULTS WHO ARE ENGAGED IN EVIDENCE-BASED SCREENING, COUNSELING, SELF-MANAGEMENT SUPPORT, CHRONIC DISEASE MANAGEMENT, REFERRAL SERVICES, AND/OR SPECIALTY CARE SERVICES FOR DIABETES, HYPERTENSION, ASTHMA, CANCER, AND OTHER CHRONIC/COMPLEX CONDITIONS1.3 INCREASE THE NUMBER OF PEOPLE WITH CHRONIC/COMPLEX CONDITIONS WHOSE CONDITIONS ARE UNDER CONTROLCOMMUNITY ACTIVITIES/STRATEGIES: SUPPORT AND OFFER OPPORTUNITIES FOR CHRONIC DISEASE SELF-MANAGEMENT COURSES COMMUNITY BENEFITS AND OTHER HOSPITAL STAFF (E.G., NURSING) PARTICIPATE IN COALITIONS AND OTHER COMMUNITY MEETINGS TO PROMOTE COLLABORATION, SHARE KNOWLEDGE, AND COORDINATE COMMUNITY HEALTH IMPROVEMENT ACTIVITIES SUPPORT LITTLE LEAGUE AND SUMMER CAMP PROGRAMS TO ENGAGE YOUTH AND PROMOTE PHYSICAL ACTIVITY SUPPORT SR. CELTICS PROGRAM TO PROMOTE COMMUNITY ENGAGEMENT PROVIDE EVIDENCE-BASED HEALTH EDUCATION ON RISK/PROTECTIVE FACTORS, AND SELF MANAGEMENT SUPPORT PROGRAMS THROUGH PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS WITH AN EMPHASIS ON PRIORITY POPULATION SEGMENTS FITNESS CLASSES SUPPORT SCREENING, EDUCATION, AND REFERRAL PROGRAMS IN CLINICAL AND NONCLINICAL SETTINGS THAT SCREEN, EDUCATE, AND REFER PATIENTS IN NEED OF FURTHER ASSESSMENT AND CHRONIC DISEASE MANAGEMENT SUPPORTS (E.G., BLOOD PRESSURE, DIABETES, STROKE, CANCER) ORGANIZE NEBH "HOUSE CALL" EVENTS HOSTED BY HOSPITAL CLINICAL STAFF RELATED TO AWARENESS, EDUCATION, AND THE MANAGEMENT OF CHRONIC AND COMPLEX CONDITIONS IN TARGETED COMMUNITY-BASED SETTINGS SUPPORT YOGA FOR OLDER ADULTS SUPPORT AND PROMOTE THE DEVELOPMENT OF COMMUNITY WORKSHOPS, WEIGHT LOSS CLASSES, AND EDUCATIONAL SESSIONS.METRICS AND STATUS UPDATE: NEBH CLINICAL STAFF MEMBERS ATTENDED FOUR HEALTH EDUCATION EVENTS THAT FOCUSED ON HEALTH EATING, STAYING ACTIVE, AND THE IMPORTANCE OF EXERCISE FOR OLDER ADULTS LIVING IN MISSION HILL. OVER PEOPLE 150 ATTENDED THE EVENTS.COMMUNITY PARTNERS: BOSTON CHNA-CHIP COLLABORATIVE, BOSTON PUBLIC HEALTH COMMISSION, LOCAL POLICE, FIRE AND EMS, BOSTON PUBLIC SCHOOLS, ELDER SERVICES PROVIDERS, ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), SOCIEDAD LATINA, ROXBURY TENANTS OF HARVARD, TOBIN COMMUNITY CENTER, ALICE TAYLOR HOUSING DEVELOPMENT, MISSION HILL SENIOR LEGACY PROJECT, MARIA SANCHEZ HOUSE, FAIR FOODSGOAL 2: REDUCE THE PREVALENCE OF TOBACCO USETARGET POPULATION: YOUTH, OLDER ADULTS, LOW TO MODERATE INCOME POPULATIONS, INDIVIDUALS WITH CHRONIC/COMPLEX CONDITIONSPROGRAMMATIC OBJECTIVES: 2.1 INCREASE THE NUMBER OF PEOPLE WHO ARE ABLE TO STOP SMOKING CIGARETTES VAPING, OR USING E-CIGARETTES2.2 INCREASE ACCESS TO TOBACCO, VAPING/E-CIGARETTE CESSATION PROGRAMSCOMMUNITY ACTIVITIES/STRATEGIES: ORGANIZE, FACILITATE, OR SUPPORT SMOKING CESSATION PROGRAMS GEARED TO REDUCING TOBACCO, VAPING AND E-CIGARETTE USEMETRICS AND STATUS UPDATE: PROGRAM WAS NOT HELD DUE TO COVID-19.COMMUNITY PARTNERS: AMERICAN CANCER SOCIETY, ROXBURY TENANTS OF HARVARD, TOBIN COMMUNITY CENTERCOMMUNITY PARTNERSNEBH IS COMMITTED TO IMPROVING THE HEALTH AND WELLBEING OF RESIDENTS WITHIN ITS SERVICE AREA BY COLLABORATING WITH A DIVERSE GROUP OF COMMUNITY PARTNERS. THE HOSPITAL WORKS TOGETHER WITH THESE PARTNERS TO REDUCE BARRIERS TO HEALTH, INCREASE PREVENTION AND/OR SELF-MANAGEMENT OF CHRONIC DISEASE AND INCREASE THE EARLY DETECTION OF ILLNESS. ABCD PARKER HILL/FENWAY NEIGHBORHOOD SERVICE CENTER ALICE HEYWARD TAYLOR HOUSING DEVELOPMENT ARTHRITIS & LUPUS SUPPORT GROUP ARTHRITIS FOUNDATION, GREATER BOSTON CHAPTER BOSTON BUILDING MATERIALS RESOURCE CENTER BOSTON CELTICS BOSTON CENTER FOR YOUTH AND FAMILY SERVICES BOSTON HEART WALK BOSTON POLICE BOSTON PUBLIC HEALTH COMMISSION BOSTON PUBLIC LIBRARY, MISSION HILL BRANCH CITY OF BOSTON AGE STRONG COMMISSION CITY OF BOSTON MAYOR'S OFFICE CITY OF BOSTON, PARKS AND RECREATION DEPARTMENT DOE HOUSE PINE STREET INN FAIR FOODS FIRESIDE CHAT AA GROUP FRIENDS OF MCLAUGHLIN PARK MADISON PARK HIGH SCHOOL MAURICE J. TOBIN COMMUNITY CENTER MARIA SANCHEZ HOUSE MISSION CHURCH MISSION CHURCH HISPANIC COMMITTEE MISSION HILL CRIME COMMITTEE MISSION HILL ELEMENTARY SCHOOL MISSION HILL LINK MISSION HILL LITTLE LEAGUE MISSION HILL MAIN STREETS MISSION HILL NEIGHBORHOOD HOUSING SERVICES MISSION HILL ROAD RACE MISSION HILL SENIOR LEGACY PROJECT MISSION MAIN TASK FORCE MORGAN MEMORIAL GOODWILL INDUSTRIES ONE GURNEY STREET APARTMENTS PRIVATE INDUSTRY COUNCIL PROJECT SEARCH ROXBURY TENANTS OF HARVARD SOCIEDAD LATINA SOCIETY OF ST. VINCENT DEPAUL
FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATIONCOMMUNITY BENEFITSANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, NEBH'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.NEBH.ORG/WP-CONTENT/UPLOADS/2020/10/NEBH-AG-REPORT-2019.PDFTHERE 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 NEBH FILED WITH THE ATTORNEY GENERAL'S OFFICE.
EMERGENCY CARE ACCESS:AS REPORTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, NEBH IS A GENERAL MEDICAL AND SURGICAL HOSPITAL AND TEACHING HOSPITAL. AS ALSO PREVIOUSLY NOTED IN THIS FORM 990, NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, HOWEVER, NEBH STILL PROVIDES CARE TO ALL WHO NEED URGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. ALL PATIENTS WHO PRESENT AT NEBH ARE TRIAGED TO THE APPROPRIATE VENUE FOR THEIR CARE DEPENDING UPON THEIR CLINICAL PRESENTATION. A CLINICAL RESOURCE NURSE AND HOSPITALIST COLLABORATE TO IDENTIFY VENUE PRIOR TO THE ARRIVAL OF THE PATIENT IF POSSIBLE. THE HOSPITALIST WILL MAKE A DETERMINATION AS TO THE BEST PATIENT DISPOSITION. CLINICAL SITUATIONS RECEIVED BY PHONE OR WALK-IN REQUIRING EMERGENCY MANAGEMENT ARE DIRECTED TO THE NEAREST EMERGENCY DEPARTMENT, SUCH AS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) WHICH IS LOCATED APPROXIMATELY ONE MILE FROM NEBH. BIDMC AND NEBH ARE BOTH MEMBER HOSPITALS OF BETH ISRAEL LAHEY HEALTH AND BIDMC IS A TERTIARY CARE ACADEMIC MEDICAL CENTER WHICH OPERATES A LEVEL 1 TRAUMA EMERGENCY DEPARTMENT 24 HOURS A DAY, 7 DAYS A WEEK.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCENEBH'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 $3,199,060 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A.DURING THE FISCAL YEAR COVERED BY THIS FILING, NEBH 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, NEBH 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, NEBH GENERATED $5,052,457 RELATED TO TREATING MEDICAID PATIENTS WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY NEBH FOR SUCH SERVICES BY $2,474,928 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND NEBH PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, NEBH GENERATED $77,529,811 RELATED TO TREATING MEDICARE PATIENTS. THE COSTS OF PROVIDING CARE TO MEDICARE PATIENTS EXCEEDED REVENUE BY $27,684,323. OF THESE AMOUNTS, REVENUE OF $2,292,437 IS RELATED TO THE PROVISION OF ORTHOPEDIC BRACES TO PATIENTS, COMMUNITY HEALTH SERVICES IN MISSION HILL BY DR. TSIKITAS, NEBH HOSPITALISTS, NEBH SURGICAL HOUSE OFFICER, NEBH ORTHO SPECIALTY PRACTICE, PSYCHIATRIC CARE & COUNSELING AND MRSA TEST MEDICARE PATIENTS, 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 $3,400,374. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH NEBH 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, NEBH 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 18.01%.
BAD DEBTS:IN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, NEBH 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 $(923,482) AND 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 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 ACCESSAS PREVIOUSLY NOTED IN THIS FORM 990, NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, HOWEVER, NEBH STILL PROVIDES CARE TO ALL WHO NEED URGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. ALL PATIENTS WHO PRESENT AT NEBH ARE TRIAGED TO THE APPROPRIATE VENUE FOR THEIR CARE DEPENDING UPON THEIR CLINICAL PRESENTATION. A CLINICAL RESOURCE NURSE AND HOSPITALIST COLLABORATE TO IDENTIFY VENUE PRIOR TO THE ARRIVAL OF PATIENT IF POSSIBLE. THE HOSPITALIST WILL MAKE A DETERMINATION AS TO THE BEST PATIENT DISPOSITION. CLINICAL SITUATIONS RECEIVED BY PHONE OR WALK-IN REQUIRING EMERGENCY MANAGEMENT ARE DIRECTED TO THE NEAREST EMERGENCY DEPARTMENT, SUCH AS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), A RELATED AFFILIATE AND TERTIARY CARE ACADEMIC MEDICAL CENTER WHICH OPERATES A LEVEL 1 TRAUMA EMERGENCY DEPARTMENT 24 HOURS A DAY, 7 DAYS A WEEK AND IS LOCATED APPROXIMATELY 1 MILE FROM NEBH.
FINANCIAL ASSISTANCE POLICYINTERNAL REVENUE CODE SECTION 501(R)(4)FINANCIAL ASSISTANCE POLICY PURPOSE NEBH 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 NEBH 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 NEBH AS WELL AS PROVIDERS WHO FOLLOW NEBH'S FINANCIAL ASSISTANCE POLICY. A LIST OF ALL PROVIDERS WHO PROVIDE CARE WITHIN NEBH AS WELL AS INFORMATION INDICATING IF THE LISTED PROVIDERS FOLLOW NEBH'S FINANCIAL ASSISTANCE POLICY IS INCLUDED IN APPENDIX 5 TO THE FINANCIAL ASSISTANCE POLICY. NEBH 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).
SCHEDULE H PART I QUESTION 3CFINANCIAL ASSISTANCEPUBLIC ASSISTANCE PROGRAMSIN 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: TRADITIONAL CHINESE, SIMPLIFIED CHINESE, KOREAN, AND SPANISH (SCHEDULE H PART V SECTION B QUESTION 16I).
FINANCIAL ASSISTANCE POLICYWIDELY PUBLICIZING AND AVAILABILITYCOPIES 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.NEBH.ORG/PATIENTS-CARE-PARTNERS/FINANCIAL-RESOURCES/FINANCIAL-SERVICES-GUIDE/ IN 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 LINK TO THE NEBH FINANCIAL ASSISTANCE POLICY (FAP) AND THE FOLLOWING RELATED DOCUMENTS CAN BE FOUND ON THE HOSPITAL'S WEBSITE. CREDIT AND COLLECTION POLICY APPLICATION FOR FINANCIAL ASSISTANCE MEDICAL HARDSHIP APPLICATION FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY ADDITIONAL INFORMATION ON PATIENT FINANCIAL ASSISTANCE AND BILLING, ARE AVAILABLE IN THE FOLLOWING LANGUAGES: TRADITIONAL CHINESE, SIMPLIFIED CHINESE, KOREAN, AND SPANISH, CAN BE FOUND ON THE NEBH WEBSITE AT: HTTPS://WWW.NEBH.ORG/PATIENTS-CARE-PARTNERS/FINANCIAL-RESOURCES/FINANCIAL-SERVICES-GUIDE.
LIMITATION 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 UPDATED NOT LESS FREQUENTLY THAN ANNUALLY AS REQUIRED PURSUANT TO THE REGULATIONS PROMULGATED UNDER IRC SECTION 501(R) AND THE 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. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS RESEARCHNEW ENGLAND BAPTIST HOSPITAL (NEBH) IS AN ORTHOPEDIC CENTER OF EXCELLENCE WITH A SIGNIFICANT COMMITMENT TO RESEARCH. AS AN ORTHOPEDIC SPECIALTY HOSPITAL TREATING A HIGH VOLUME OF MUSCULOSKELETAL PATIENTS, NEBH IS IN A UNIQUE POSITION TO STUDY MUSCULOSKELETAL CONDITIONS, TREATMENTS, AND THERAPIES. THIS COMMITMENT TO RESEARCH, COMBINED WITH THE DEDICATION OF THE NEBH CLINICAL PROVIDERS, ALLOWS NEBH TO BRING THE LATEST ADVANCES AND NOVEL PROTOCOLS IN ORTHOPEDIC CARE TO NEBH PATIENTS AND TO SET NEW STANDARDS OF CARE NATIONALLY AND INTERNATIONALLY. THE PHYSICIANS AT NEBH TAKE PART IN RESEARCH INDEPENDENTLY AS WELL AS IN ASSOCIATION WITH RESEARCHERS OUTSIDE OF NEBH FOR CLINICAL, TRANSLATIONAL, AND PATIENT-CENTERED RESEARCH. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS GRADUATE MEDICAL EDUCATION AS AN ORTHOPEDIC SPECIALTY HOSPITAL TREATING A HIGH VOLUME OF MUSCULOSKELETAL PATIENTS, NEW ENGLAND BAPTIST HOSPITAL (NEBH) IS IN A UNIQUE POSITION TO TRAIN THE ORTHOPEDIC SPECIALISTS OF TOMORROW. NEBH IS A TEACHING AFFILIATE OF TUFTS UNIVERSITY SCHOOL OF MEDICINE AND CONDUCTS TEACHING PROGRAMS IN COLLABORATION WITH THE HARVARD SCHOOL OF PUBLIC HEALTH AND HARVARD MEDICAL SCHOOL. NEBH IS ONE OF FIVE HOSPITALS THAT PARTICIPATES IN THE TUFTS-AFFILIATED HOSPITALS ORTHOPAEDIC RESIDENCY PROGRAM. THIS EXCEPTIONALLY COMPETITIVE FIVE-YEAR ACGME ACCREDITED PROGRAM PROVIDES EXCEPTIONAL TRAINING IN THE OPERATIVE AND NON-OPERATIVE MANAGEMENT OF MUSCULOSKELETAL INJURY AND DISEASES AND ACCEPTS ONLY FOUR CANDIDATES INTO THE PROGRAM EACH YEAR. RESIDENTS TRAIN IN THE FULL RANGE OF ORTHOPEDIC MEDICINE AND ORTHOPEDIC SUBSPECIALTIES INCLUDING, AMONG OTHERS, SPORTS MEDICINE, JOINT RECONSTRUCTION, HAND AND UPPER EXTREMITY SURGERY AND FOOT AND ANKLE CARE. THESE CLINICAL ROTATIONS ENABLE THESE RESIDENTS TO GAIN THE SPECIALIZED KNOWLEDGE AND SKILLS TO BECOME WELL-ROUNDED ORTHOPEDISTS WITH SUPERIOR OPERATING SKILLS AND DECISION-MAKING ABILITIES.NEBH ALSO OFFERS FOURTEEN FELLOWSHIPS EACH YEAR IN JOINT IMPLANT SURGERY, HAND SURGERY, SPORTS MEDICINE, FOOT AND ANKLE SURGERY, PHYSICAL MEDICINE AND REHABILITATION, NEUROLOSURGICAL SPINE, AND SPINE SURGERY. THESE FELLOWSHIP PROGRAMS ARE AMONG THE MOST SOUGHT-AFTER IN THE NATION.IN ADDITION, NEBH ALSO OFFERS AN ORTHOPEDIC SURGERY PHYSICIAN ASSISTANT FELLOWSHIP.
SCHEDULE H, PART VI, QUESTIONS 5 AND 6NEBHADDITIONAL INFORMATION REGARDING PROMOTING THE HEALTH OF THE COMMUNITY THE HOSPITAL MAINTAINS AN OPEN MEDICAL STAFF AND AS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. ON MARCH 1, 2019, THE BETH ISRAEL LAHEY HEALTH SYSTEM WAS FORMED THROUGH THE COMBINATION OF THE HOSPITALS AND OTHER AFFILIATES OF THREE LEGACY HEALTH CARE SYSTEMS BASED PRIMARILY IN EASTERN MASSACHUSETTS, INCLUDING THE FORMER CAREGROUP HEALTH SYSTEM, THE FORMER LAHEY HEALTH SYSTEM, AND THE SEACOAST HEALTH SYSTEM. BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS NOW THE SOLE MEMBER OF THE HOSPITAL AND NINE ADDITIONAL AFFILIATED HOSPITALS. EACH OF THESE ENTITIES MAY HAVE, IN TURN, SERVED AS THE SOLE MEMBER OF ADDITIONAL AFFILIATES. THE BILH HEALTH SYSTEM IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES. AFFILIATED HEALTH CARE SYSTEMAS NOTED IN VARIOUS NARRATIVE DISCLOSURES THAT SUPPORT THIS FORM 990 AND RELATED SCHEDULES FOR THE PERIOD COVERED BY THIS FILING, NEBH IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. 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 OPERATES AS 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 IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES SERVED BY BILH. EACH OF THESE AFFILIATES MAY ALSO, 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
BOSTON CENTER FOR YOUTH & FAMILY SERVICES - TOBIN COMMUNITY CENTER
1481 TREMONTST ROXBURYMA02120042602576501 (C) 3$4,500$2,171FMVPARTY SUPPLIESSUPPLIES FOR SUMMER YOUTH PROGRAM
ROXBURY TENANTS OF HARVARD
11 NEW WHITNEY STBOSTONMA02115042555987501 (C) 3$5,753$0AGING IN PLACE PROGRAM
MARIA SANCHEZ HOUSE ONE GURNEY ST APTS ALICE TAYLOR
30 GURNEY STROXBURYMA02120501 (C) 3$0$58,054FMVGIFT CARDSSTOP & SHOP GIFT CARDS AND FOOD
MORGAN MEMORIAL GOODWILL
1010 HARRISON AVEBOSTONMA02110042106765501 (C) 3$5,000$2,394FMVMISCELLANEOUSMORGAN MEMORIAL GOODWILL INDUSTRIES
MISSION HILL PROBLEM PROPTERTIES-CAPITAL WASTE SERVICES
122 BENNINGTON STEAST BOSTONMA02128501 (C) 3$6,210$2,394FMVUSE OF FACILIIESPARKING LOT RENTAL AND SECURITY
SOCIEDAD LATINA
1530 TREMONT STROXBURYMA02120042678255501 (C) 3$10,000$0HEALTH EDUCATION IN ACTION PROGRAM IN COMMUNITY
MISSION LINK INC
1534 TREMONT STROXBURYMA02120042921969501 (C) 3$50,000$16,686FMVPARKING FOR BUS AND DRIVER, PRINTING OF BROCHURETRANSPORTATION FOR ELDERLY(MISSION LINK)
MISSION HILL MAIN STREETS
1542 TREMONT STROXBURYMA02121043400164501 (C) 3$4,117$32,049FMVUSE OF FACILIIESSPACE, CASH
TOBIN COMMUNITY CENTER
1481 TREMONT STROXBURYMA02121042602576501 (C) 3$29,531FMVFOOD, GIFTS, GIFT CARDS, TURKEYS, ETC. FOR EVENTS.MISSION HILL SENIOR LEGACY PROJECT (INCLUDES TURKEYS AT THANKSGIVING),
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTIPEND PAID TO STUDENTSGrantTypeTxt
Cash Grant$15,060CashGrantAmt
Non Cash AssistancePROJECT SEARCH HIGH SCHOOL TRANSITION PROGRAMNonCashAssistanceDesc

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TABB MD KEVIN
TRUSTEE (EX-OFF), CEO$0$1,716,877$0$719,125$0$52,249$0$738,626$0$50,425$0$3,277,302$0$0
LEWIS MD STANLEY M
TRUSTEE (CEO DESIGNATE)$0$672,069$0$299,125$0$67,825$0$245,470$0$72,070$0$1,356,559$0$0
SMITH RN MS MARY SULLIVAN
TEE (EX-O), SVP, COO, CNO$376,303$19,805$192,661$10,140$11,050$582$13,300$700$6,071$320$599,385$31,547$0$0
TROMANHAUSER MD SCOTT
TEE/CHF MED QTY OFF/RES OP DIR$173,663$173,663$82,289$82,289$1,212$1,212$6,594$6,594$13,800$13,800$277,558$277,558$0$0
MATTINGLY MD DAVID
TTEE(EXOFF)/SURG CHF/ORTHO CHR$164,346$164,346$48,689$48,689$0$0$0$0$1,460$1,460$214,495$214,495$0$0
BASILICO MD FREDERICK C
TEE (EX-OFF)/CHAIR OF MED/SEC$116,576$116,576$33,008$33,008$200$200$0$0$14,816$14,816$164,600$164,600$0$0
PASSAFARO DAVID ANTHONY
TRUSTEE (EX-OFF), PRESIDENT$528,576$0$148,463$0$790$0$11,864$0$41,238$0$730,931$0$0$0
FISCHER STEVEN P
TREASURER$0$812,612$0$430,208$0$68,316$0$356,595$0$73,596$0$1,741,327$0$0
KATZ JAMIE
CLERK$0$625,145$0$261,938$0$47,567$0$243,128$0$51,416$0$1,229,194$0$0
GHERINGHELLI MSF THOMAS J
ASSISTANT TREASURER$322,085$16,952$167,903$8,837$6,825$359$7,980$420$14,627$770$519,420$27,338$0$0
SHEEHAN RN MSN JAYNE
SVP MUSCULO DEV. NEBH BILH$0$332,025$0$89,037$0$39,434$0$26,858$0$35,393$0$522,747$0$0
THOMPSON LINDA E
SVP, HR & SERVICE EXCELLENCE$280,500$14,763$146,274$7,699$4,570$241$10,355$545$20,794$1,094$462,493$24,342$0$0
HAYEK MD JIHAD
PATHOLOGY CHAIR$196,894$196,894$2,000$2,000$1,044$1,044$4,200$4,200$16,580$16,580$220,718$220,718$0$0
IDE PATRICIA
EX DIR, QUALITY & PATNT SAFETY$217,282$0$65,182$0$934$0$11,500$0$33,711$0$328,609$0$0$0
SEBET GAIL
SENIOR DIR SURGICAL SERVICES$193,529$0$58,678$0$2,776$0$6,180$0$31,359$0$292,522$0$0$0
COUTU TIMOTHY S
MGER OF FIN AND ADMIN APPS$196,786$0$58,240$0$634$0$6,076$0$13,315$0$275,051$0$0$0
LEFAIVRE DANIEL E
EXECUTIVE DIRECTOR, FINANCE$175,393$0$51,950$0$248$0$5,408$0$24,116$0$257,115$0$0$0
GIORDANO VALERIE
CHIEF OF STAFF, VICE PRESIDENT$160,354$0$51,019$0$20,876$0$5,432$0$2,919$0$240,600$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BAS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN NEW ENGLAN BAPTIST HOSPITAL'S (NEBH) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 DETAIL. DURING THE 2019 CALENDAR YEAR, INDIVIDUALS LISTED IN THIS FILING MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING NON-QUALIFIED DEFERRED COMPENSATION PLANS: LAHEY CLINIC 457(F) NON-QUALIFIED DEFINED CONTRIBUTION PLAN, LAHEY CLINIC 457(B) RETIREMENT SAVINGS PLAN. 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. AMOUNTS DEFERRED BY PARTICIPANTS OR CONTRIBUTIONS RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7ACROSS THE BILH NETWORK OF AFFILIATES, INCLUDING NEBH, 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.
FORM 990, SCHEDULE J: ADDITIONAL COMPENSATION DISCLOSURESAS REQUIRED BY FORM 990, THE COMPENSATION DETAIL INCLUDED HERE FOR THE 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 THESE 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 NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS NEBH AND NEBMA RESPECTIVELY. TABB, 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.
LEWIS, M.D., STANLEYDR. LEWIS HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. CHIEF STRATEGY OFFICER- BETH ISRAEL LAHEY HEALTH TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE INC. (EFFECTIVE JUNE 5, 2020) TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - MOUNT AUBURN HOSPITAL ASSOCIATE PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL ALTHOUGH DR. LEWIS 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. LEWIS SERVED AS THE SENIOR VICE PRESIDENT, CHIEF SYSTEM DEVELOPMENT & STRATEGY OFFICER FOR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND WAS COMPENSATED BY BIDMC FOR HIS SERVICES TO BIDMC AND THE BIDMC NETWORK OF AFFILIATES AND IN PREPARATION FOR THE CREATION OF BILH. AMOUNTS PAID TO DR. LEWIS BY BILH AND BIDMC HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS MADE AND REPORTED BY BIDMC: BASE COMPENSATION: 101,837 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 67,825 DEFERRED COMPENSATION: 16,035 NON-TAXABLE BENEFITS: 12,132 PAYMENTS MADE AND REPORTED BY BILH: BASE COMPENSATION: 570,232 INCENTIVE COMPENSATION: 299,123 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 229,435 NON-TAXABLE BENEFITS: 59,938 OTHER REPORTABLE COMPENSATION FOR DR. LEWIS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $67,013. DEFERRED COMPENSATION IN THE AMOUNT OF $225,000 AND INCLUDED IN THIS FILING FOR DR. 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. SULLIVAN SMITH, R.N., M.S., MARY TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF NURSING OFFICER AND CHIEF COMPLIANCE AND PRIVACY OFFICER NEW ENGLAND BAPTIST HOSPITAL MS. SULLIVAN SMITH IS THE SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF NURSING OFFICER AND CHIEF COMPLIANCE AND PRIVACY OFFICER FOR NEBH AND ALSO PROVIDES ADMINISTRATIVE AND MEDICAL MANAGEMENT SERVICES FOR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. ALTHOUGH MS. SULLIVAN SMITH IS PAID DIRECTLY BY NEBH, THE PORTION OF MS. SULLIVAN SMITH'S COMPENSATION ATTRIBUTABLE TO EACH SET OF RESPONSIBILITIES HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 376,303 INCENTIVE COMPENSATION: 192,661 OTHER REPORTABLE COMPENSATION: 11,050 DEFERRED COMPENSATION: 13,300 NON-TAXABLE BENEFITS: 6,071 PAYMENTS REPORTED BY: NEBMA BASE COMPENSATION: 19,805 INCENTIVE COMPENSATION: 10,140 OTHER REPORTABLE COMPENSATION: 582 DEFERRED COMPENSATION: 700 NON-TAXABLE BENEFITS: 320 TROMANHAUSER, M.D., MBA, MHCDS, SCOTT TRUSTEE, CHIEF MEDICAL QUALITY OFFICER AND DIRECTOR OF RESEARCH OPERATIONS NEW ENGLAND BAPTIST HOSPITAL DR. TROMANHAUSER POSITION AS TRUSTEE, CHIEF MEDICAL QUALITY OFFICER AND DIRECTOR OF RESEARCH OPERATIONS FOR NEW ENGLAND BAPTIST HOSPITAL ENDED ON SEPTEMBER 16, 2020. DR. TROMANHAUSER PERFORMED SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. ALTHOUGH DR. TROMANHAUSER WASS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. TROMANHAUSER'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 173,663 INCENTIVE COMPENSATION: 82,289 OTHER REPORTABLE COMPENSATION: 1,212 DEFERRED COMPENSATION: 6,594 NON-TAXABLE BENEFITS: 13,800 PAYMENTS REPORTED BY: NEBMA BASE COMPENSATION: 173,663 INCENTIVE COMPENSATION: 82,289 OTHER REPORTABLE COMPENSATION: 1,212 DEFERRED COMPENSATION: 6,594 NON-TAXABLE BENEFITS: 13,800 MATTINGLY, M.D., DAVID A. TRUSTEE (EX-OFFICIO), CHAIR OF ORTHOPEDICS AND SURGEON IN CHIEF NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO), CHAIR OF ORTHOPEDICS AND SURGEON IN CHIEF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSOCIATE CLINICAL PROFESSOR, ORTHOPEDIC SURGERY TUFTS MEDICAL SCHOOL DR. MATTINGLY PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. ALTHOUGH DR. MATTINGLY IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. MATTINGLY'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 164,346 INCENTIVE COMPENSATION: 48,689 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,460 PAYMENTS REPORTED BY: NEBMA BASE COMPENSATION: 164,346 INCENTIVE COMPENSATION: 48,689 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,460 BASILICO, M.D., F.A.C.C., FREDERICK C. TRUSTEE (EX-OFFICIO), PHYSICIAN IN CHIEF AND CHAIR OF MEDICINE, AND FORMER SECRETARY NEW ENGLAND BAPTIST HOSPITAL PRESIDENT, TRUSTEE (EX-OFFICIO), CHIEF OF MEDICINE NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSISTANT CLINICAL PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. BASILICO PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. ALTHOUGH DR. BASILICO IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. BASILICO'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 116,576 INCENTIVE COMPENSATION: 33,008 OTHER REPORTABLE COMPENSATION: 200 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 14,816 PAYMENTS REPORTED BY: NEBMA BASE COMPENSATION: 116,576 INCENTIVE COMPENSATION: 33,008 OTHER REPORTABLE COMPENSATION: 200 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 14,816 PASSAFARO, DAVID TRUSTEE (EX-OFFICIO) AND PRESIDENT NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST MEDICAL ASSOCIATES HOSPITAL 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 NEW ENGLAND BAPTIST HOSPITAL AND DURING THE 2019 CALENDAR YEAR, MR. PASSAFARO RECEIVED PAYMENTS DIRECTLY FROM NEBH 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, AND A SUPPORT ORGANIZATION OF NEBH. ALTHOUGH MR. PASSAFARO WAS PAID DIRECTLY BY THESE ENTITIES, THE COMPENSATION ATTRIBUTABLE TO HIS SERVICES PERFORMED AT NEBH HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 528,576 INCENTIVE COMPENSATION: 148,463 OTHER REPORTABLE COMPENSATION: 790 DEFERRED COMPENSATION: 11,864 NON-TAXABLE BENEFITS: 41,238
SPITZ, M.D., DAMON J.TRUSTEE (EX-OFFICIO), PRESIDENT OF THE MEDICAL STAFF AND CHAIR OF THE DEPARTMENT OF RADIOLOGY NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO), BOARD CHAIR, RADIOLOGY CHAIR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSISTANT CLINICAL PROFESSOR IN RADIOLOGY TUFTS MEDICAL SCHOOL DR. SPITZ IS THE CHAIR OF THE DEPARTMENT OF RADIOLOGY AT NEW ENGLAND BAPTIST HOSPITAL AND ALSO PROVIDES ADMINISTRATIVE AND MEDICAL MANAGEMENT SERVICES FOR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SPITZ IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. SPITZ' COMPENSATION ATTRIBUTABLE TO EACH SET OF RESPONSIBILITIES HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 41,100 INCENTIVE COMPENSATION: 11,405 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY: NEBMA BASE COMPENSATION: 41,100 INCENTIVE COMPENSATION: 11,405 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 COLLINS, CHRISTOPHER TRUSTEE AND VICE CHAIR NEW ENGLAND BAPTIST HOSPITAL MR. COLLIN'S TERM AS VICE CHAIR FOR NEW ENGLAND BAPTIST HOSPITAL ENDED SEPTEMBER 30, 2020. MR. COLLIN'S TERM AS CHAIR FOR NEW ENGLAND BAPTIST HOSPITAL BEGAN ON OCTOBER 1, 2020. AMELLO, JASON TRUSTEE NEW ENGLAND BAPTIST HOSPITAL BACHMAN, JOHN TRUSTEE NEW ENGLAND BAPTIST HOSPITAL BARKER, ESQ., THOMAS R. TRUSTEE NEW ENGLAND BAPTIST HOSPITAL BARNETT, KEITH TRUSTEE NEW ENGLAND BAPTIST HOSPITAL BEAMON, SHANUAH TRUSTEE NEW ENGLAND BAPTIST HOSPITAL CAHILL, GREGORY TRUSTEE NEW ENGLAND BAPTIST HOSPITAL MR. CAHILL'S TERM AS TRUSTEE FOR NEW ENGLAND BAPTIST HOSPITAL BEGAN ON DECEMBER 11, 2019. FRAIOLI, EDWARD TRUSTEE NEW ENGLAND BAPTIST HOSPITAL FREDERICK, JOCELYN TRUSTEE NEW ENGLAND BAPTIST HOSPITAL JENNY, CHRISTOPHER TRUSTEE NEW ENGLAND BAPTIST HOSPITAL LIBERT, JEFFREY TRUSTEE NEW ENGLAND BAPTIST HOSPITAL NAGER, NANCY TRUSTEE NEW ENGLAND BAPTIST HOSPITAL MS. NAGER'S TERM AS TRUSTEE FOR NEW ENGLAND BAPTIST HOSPITAL BEGAN ON DECEMBER 11, 2019. NICHOLSON, THOMAS TRUSTEE NEW ENGLAND BAPTIST HOSPITAL RUBENSTEIN, JAMES TRUSTEE NEW ENGLAND BAPTIST HOSPITAL MR. RUBENSTEIN'S TERM AS TRUSTEE FOR NEW ENGLAND BAPTIST HOSPITAL ENDED ON SEPTEMBER 30, 2020. SAMSEL, ERVEN TRUSTEE AND BOARD CHAIR NEW ENGLAND BAPTIST HOSPITAL MR. SAMSEL'S TERM AS TRUSTEE AND BOARD CHAIR FOR NEW ENGLAND BAPTIST HOSPITAL ENDED ON SEPTEMBER 30, 2020. 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. .
KATZ, J.D., JAMIEJAMIE 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 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 GENERAL COUNSEL AND CLERK (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. GHERINGHELLI, MSF, THOMAS, J. SENIOR VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MR. GHERINGHELLI PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. ALTHOUGH MR. GHERINGHELLI IS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF MR. GHERINGHELLI'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 322,085 INCENTIVE COMPENSATION: 167,903 OTHER REPORTABLE COMPENSATION: 6,825 DEFERRED COMPENSATION: 7,980 NON-TAXABLE BENEFITS: 14,627 PAYMENTS REPORTED BY: NEBMA BASE COMPENSATION: 16,952 INCENTIVE COMPENSATION: 8,837 OTHER REPORTABLE COMPENSATION: 359 DEFERRED COMPENSATION: 420 NON-TAXABLE BENEFITS: 770 BATTISTA, MARY ASSISTANT, CLERK PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 74,579 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 230 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 10,679 SHEEHAN, RN, MSN, JAYNE SENIOR VICE PRESIDENT MUSCULOSKELETAL NETWORK DEVELOPMENT BETH ISRAEL LAHEY HEALTH, INC. SENIOR VICE PRESIDENT MUSCULOSKELETAL NETWORK DEVELOPMENT NEW ENGLAND BAPTIST HOSPITAL SENIOR VICE PRESIDENT , SYSTEM INTEGRATION & CARE COORDINATION - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. MS. SHEEHAN SERVED AS THE SENIOR VICE PRESIDENT SYSTEM INTEGRATION & CARE COORDINATION - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. THROUGH DECEMBER 22, 2019 AT WHICH TIME SHE COMMENCED HER POSITIONS WITH BETH ISRAEL LAHEY HEALTH AND NEW ENGLAND BAPTIST HOSPITAL. PAYMENTS REPORTED BY: BILH BASE COMPENSATION: 166,865 INCENTIVE COMPENSATION: 89,037 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 2,650 NON-TAXABLE BENEFITS: 13,020 PAYMENTS REPORTED BY: BIDMC BASE COMPENSATION: 165,160 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 39,434 DEFERRED COMPENSATION: 24,208 NON-TAXABLE BENEFITS: 22,373 OTHER REPORTABLE COMPENSATION FOR MS. SHEEHAN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $38,285. THOMPSON, LINDA- SENIOR VICE PRESIDENT, HUMAN RESOURCES AND SERVICE EXCELLENCE - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO), SECRETARY, VP HUMAN RESOURCES NEW ENGLAND BAPTIST MEDICAL ASSOCIATES AS REQUIRED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. IN HER POSITIONS AS SENIOR VICE PRESIDENT OF HUMAN RESOURCES OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA), AND DURING THE 2019 CALENDAR YEAR, MS. THOMPSON RECEIVED PAYMENTS DIRECTLY FROM NEBH. MS. THOMPSON'S COMPENSATION FOR THIS PERIOD IS REPORTED BASED ON HER SERVICES PERFORMED AT NEBH AND NEBMA AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY: NEBMA BASE COMPENSATION: 14,763 INCENTIVE COMPENSATION: 7,699 OTHER REPORTABLE COMPENSATION: 241 DEFERRED COMPENSATION: 545 NON-TAXABLE BENEFITS: 1,094 PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 280,500 INCENTIVE COMPENSATION: 146,274 OTHER REPORTABLE COMPENSATION: 4,570 DEFERRED COMPENSATION: 10,355 NON-TAXABLE BENEFITS: 20,794 IDE, PATRICIA EXECUTIVE DIRECTOR, QUALITY & PATIENT SAFETY NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 217,282 INCENTIVE COMPENSATION: 65,182 OTHER REPORTABLE COMPENSATION: 934 DEFERRED COMPENSATION: 11,500 NON-TAXABLE BENEFITS: 33,711 SEBET, GAIL SENIOR DIRECTOR SURGICAL SERVICES NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 193,529 INCENTIVE COMPENSATION: 58,678 OTHER REPORTABLE COMPENSATION: 2,776 DEFERRED COMPENSATION: 6,180 NON-TAXABLE BENEFITS: 31,359 COUTU, TIMOTHY S. MANAGER OF FINANCIAL AND ADMIN APPLICATIONS NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 196,786 INCENTIVE COMPENSATION: 58,240 OTHER REPORTABLE COMPENSATION: 634 DEFERRED COMPENSATION: 6,076 NON-TAXABLE BENEFITS: 13,315 LEFAIVRE, DANIEL E. EXECUTIVE DIRECTOR, FINANCE NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 175,393 INCENTIVE COMPENSATION: 51,950 OTHER REPORTABLE COMPENSATION: 248 DEFERRED COMPENSATION: 5,408 NON-TAXABLE BENEFITS: 24,116 GIORDANO, VALERIE CHIEF OF STAFF AND VICE PRESIDENT, REAL ESTATE- NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 160,354 INCENTIVE COMPENSATION: 51,019 OTHER REPORTABLE COMPENSATION: 20,876 DEFERRED COMPENSATION: 5,432 NON-TAXABLE BENEFITS: 2,919 HAYEK, M.D., JIHAD PATHOLOGY CHAIR NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY: NEBMA BASE COMPENSATION: 196,894 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 1,044 DEFERRED COMPENSATION: 4,200 NON-TAXABLE BENEFITS: 16,580 PAYMENTS REPORTED BY: NEBH BASE COMPENSATION: 196,894 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 1,044 DEFERRED COMPENSATION: 4,200 NON-TAXABLE BENEFITS: 16,580

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA - SERIES 2019K
A04343181457584YTK52019-07-31$211,922,775SEE PART VI000
MDFA - SERIES 2018J-1 J-2
B04343181457584YJW02018-06-13$479,594,374SEE PART VI000
MDFA - SERIES 2016I
C04343181457584XMT52016-05-12$257,611,877SEE PART VI000
MDFA - LAHEY SERIES F
D042323457NONEXXXXX2015-10-21$262,828,878RETIRE BONDS & CAP ACQUISITION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCapitalized InterestCapitalizedInterestAmt
A$6,810,000$211,922,775$2,931,137$208,991,638000Yes (1)
B$2,641,000$501,349,942$4,594,374000Yes (1)$178,003,455$318,752,113
C$15,035,000$257,618,370$2,515,889$236,095,9880Yes (1)Yes (1)Yes (1)$19,006,4932016
D$28,000,000$262,952,782$3,129,474$160,202,232Yes (1)Yes (1)0Yes (1)$89,917,238$4,846,373$4,857,465

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
A0Yes (1)Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)Yes (1)
C0Yes (1)Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
D00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)000000Yes (1)
B0Yes (1)000000Yes (1)
C0Yes (1)000000Yes (1)
D0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ILL, COLUMN C AND 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, COLUMNS D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART III, COLUMN C AND 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA - SERIES 2015 H-1
A04343181457584XDH12015-09-02$203,702,204SEE PART VI000
MDFA - LAHEY SERIES E
B043431814NONEXXXXX2013-03-07$130,000,000POWER PLANT & CAPITAL ACQUISITION000
MDFA - SERIES 2012G
C043431814NONEXXXXX2012-07-11$49,910,000REFUND ISSUE DATED 02/11/1998000
MDFA - SERIES 2011F-1 F-2 F-3
D043431814NONEXXXXX2011-09-15$120,280,000REFUND ISSUED DATED 02/11/1998000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$63,880,000$203,702,204$2,348,479$201,353,7252015Yes (1)Yes (1)Yes (1)Yes (1)
B$90,470,000$130,050,301$500,000201500Yes (1)Yes (1)$129,550,301
C$49,910,000$368,094$49,541,9062012Yes (1)0Yes (1)Yes (1)
D$102,480,000$120,280,000$290,672$119,989,3282011Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)00.005000.004000.0090000Yes (1)
B00000.000000.000000.00000000
C0Yes (1)00000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)00000Yes (1)
B000Yes (1)0000Yes (1)
C00Yes (1)00000Yes (1)
D00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MHEFA - WINCHESTER SERIES FBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN042456011BondIssuerEIN
CUSIP57586CDD4CUSIPNum
Bond Issued2004-07-08BondIssuedDt
Issue Price$30,340,000IssuePriceAmt
PurposeSERIAL BOND SERIES F - ADV REFUNDPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$3,900,000RetiredAmt
Total Proceeds$30,340,000TotalProceedsAmt
Issuance Costs From Proceeds$412,448IssuanceCostsFromProceedsAmt
Other Spent Proceeds$29,927,552OtherSpentProceedsAmt
Substantial Completion2004SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (1)RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledYes (1)Form8038TFiledInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And RecYes (1)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1MORGAN STANLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge20.000000000000TermOfHedgePct
Superintegrated Hedge0SuperintegratedHedgeInd
Hedge Terminated0HedgeTerminatedInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUBSTAINTIAL CONTRIBUTOR
SUBSTAINTIAL CONTRIBUTOR$6,411,386INSURANCE0
SUBSTAINTIAL CONTRIBUTOR
SUBSTAINTIAL CONTRIBUTOR$5,648,737MEDICAL SUPPLIES0
SUBSTAINTIAL CONTRIBUTOR
SUBSTAINTIAL CONTRIBUTOR$2,431,173PLANT MAINTENANCE AND REPAIRS0
SUBSTAINTIAL CONTRIBUTOR
SUBSTAINTIAL CONTRIBUTOR$2,202,357MEDICAL SUPPLIES0
SUBSTAINTIAL CONTRIBUTOR
SUBSTAINTIAL CONTRIBUTOR$1,323,381CONSTRUCTION SERVICE0
SUBSTAINTIAL CONTRIBUTOR
SUBSTAINTIAL CONTRIBUTOR$1,242,911FOOD & NUTRITION SUPPLIES0
SUBSTAINTIAL CONTRIBUTOR
SUBSTAINTIAL CONTRIBUTOR$321,524CO-MGMT FEES AND PATIENT SERVICE RECEIPTS0
SUBSTAINTIAL CONTRIBUTOR
SUBSTAINTIAL CONTRIBUTOR$228,129FINANCIAL SERVICE0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IVFormAndLineReferenceDesc
ExplanationVARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF NEBH MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO NEBH. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. NEBH MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, NEBH 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 NEBH CONFLICT OF INTEREST POLICY.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$293,394NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK MARKET QUOTEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)COVID-RELATED PPE13$23,102REPLACEMENTS COST
Yes (X)COVID-RELATED FOOD FOR FRONT LINE STAFF5$7,130REPLACEMENTS COST
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationNEW ENGLAND BAPTIST HOSPITAL REPORTS EACH SEPARATE GIFT AS AN ITEM FOR PURPOSES OF REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I DESCRIPTION OF ORGANIZATION'S MISSIONTHE MISSION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF PATIENTS. NEBH STRIVES TO TRANSFORM PATIENTS' LIVES BY PROMOTING WELLNESS, RESTORING FUNCTION, LESSENING DISABILITY, ALLEVIATING PAIN AND ADVANCING KNOWLEDGE IN MUSCULOSKELETAL DISEASES AND RELATED DISORDERS.
PART III, LINE 1:THE MISSION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF PATIENTS. NEBH STRIVES TO TRANSFORM PATIENTS' LIVES BY PROMOTING WELLNESS, RESTORING FUNCTION, LESSENING DISABILITY, ALLEVIATING PAIN AND ADVANCING KNOWLEDGE IN MUSCULOSKELETAL DISEASES AND RELATED DISORDERS. 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.
PART III, LINE 4A-4D:THE MISSION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF PATIENTS. NEBH STRIVES TO TRANSFORM PATIENTS' LIVES BY PROMOTING WELLNESS, RESTORING FUNCTION, LESSENING DISABILITY, ALLEVIATING PAIN AND ADVANCING KNOWLEDGE IN MUSCULOSKELETAL DISEASES AND RELATED DISORDERS. PATIENTS ARE OFFERED A FULL RANGE OF SERVICES IN ORTHOPEDICS AND RHEUMATOLOGY, JOINT REPLACEMENT, SPINE CARE, FOOT AND ANKLE CARE, HAND SURGERY, OCCUPATIONAL MEDICINE AND SPORTS MEDICINE. THE HOSPITAL PROVIDES HIGH QUALITY CLINICAL SERVICES DIVIDED INTO CARE CENTERS: ORTHOPEDIC, MEDICAL, SURGICAL, DIAGNOSTICS AND SUPPORT SERVICES, REHABILITATION SERVICES AND OTHER PATIENT CARE. THROUGH THESE CARE CENTERS, NEBH PATIENTS RECEIVE NOT ONLY THE FINEST ORTHOPEDIC SERVICES, BUT ALSO DIAGNOSTIC, SURGICAL, MEDICAL AND REHABILITATIVE TREATMENT THAT'S BEYOND COMPARE. NEBH PROVIDES THE MOST ADVANCED METHODS OF HEALTH CARE COMBINED WITH COMPASSIONATE, HIGHLY SKILLED AND WELL TRAINED PROVIDERS OF CARE. NEBH NURSES AND HEALTH CARE PROFESSIONALS PROVIDE A COMPREHENSIVE ARRAY OF PROGRAMS AND SERVICES THAT ARE FOCUSED ON PATIENTS AND MEETING THE NEBH COMMUNITY'S HEALTH CARE NEEDS. CARE TO ALL PATIENTS: I. MEDICARE: MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS AND NEBH PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 42.7% OR 41,442 OF NEBH'S PATIENT VISITS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO $77,529,811 IN NET PATIENT SERVICE REVENUE, HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $27,684,323. ALTHOUGH NEBH CONSIDERS THE PROVISION OF CLINICAL CARE TO MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, AS REQUIRED BY THE IRS REPORTING REQUIREMENTS, THE MAJORITY OF THIS SHORTFALL HAS NOT BEEN INCLUDED IN NEBH'S COMMUNITY BENEFIT CALCULATION ON PAGE 1 OF THE SCHEDULE H. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. IF NEBH HAD INCLUDED THE FULL MEDICARE SHORTFALL IN THE CHARITY CARE AND COMMUNITY BENEFIT CALCULATION, THE PERCENTAGE ON SCHEDULE H PART I LINE 7K WOULD HAVE INCREASED FROM 5.12% TO 16.45%. (SEE NARRATIVE SUPPORT TO SCHEDULE H FOR ADDITIONAL INFORMATION.) II. INPATIENT CARE: NEW ENGLAND BAPTIST HOSPITAL CARES FOR ITS PATIENTS IN ITS 118 LICENSED BEDS. DURING FISCAL YEAR 2020, NEBH ADMITTED 8,186 PATIENTS, INCLUDING: 8,088 SURGICAL ADMISSIONS AND 98 MEDICAL ADMISSIONS; AND TOTAL PATIENT DAYS WERE 18,866. NET INPATIENT REVENUE, NOT INCLUDED IN PART I, FOR THE FISCAL YEAR 2020 WAS $81,187,025. III. COMMUNITY WALK-IN CLINIC / AMBULATORY / EMERGENT CARE: ALTHOUGH NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, NEBH STILL PROVIDES CARE TO ALL WHO NEED URGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. ALL PATIENTS WHO PRESENT AT NEBH ARE TRIAGED TO THE APPROPRIATE VENUE FOR THEIR CARE DEPENDING UPON THEIR CLINICAL PRESENTATION. A PHYSICIAN AND NURSE CLINICAL TEAM COLLABORATES TO IDENTIFY THE APPROPRIATE VENUE PRIOR TO THE ARRIVAL OF PATIENT WHEN POSSIBLE. THE PHYSICIAN WILL MAKE A DETERMINATION AS TO THE BEST PATIENT DISPOSITION. CLINICAL SITUATIONS RECEIVED BY PHONE OR WALK-IN REQUIRING EMERGENCY MANAGEMENT ARE DIRECTED TO THE NEAREST EMERGENCY DEPARTMENT, SUCH AS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), A SISTER HOSPITAL WITH WHOM NEBH HAS AN EMERGENCY TRANSFER AGREEMENT. BIDMC IS A TERTIARY CARE ACADEMIC MEDICAL CENTER WHICH OPERATES A LEVEL I TRAUMA EMERGENCY DEPARTMENT 24 HOURS A DAY, 7 DAYS A WEEK AND WHICH IS LOCATED APPROXIMATELY ONE MILE FROM NEBH. ALL PATIENTS WHO COME TO NEBH, AND WHO CAN BE ADEQUATELY TREATED AT NEBH, ARE TREATED AND NOT TRANSFERRED, REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR CARE. IV. COMMUNITY HEALTHCARE & EDUCATION AND OTHER PROGRAM SERVICES IN ADDITION TO PROVIDING MEDICAL CARE, NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS ALSO COMMITTED TO THE MAINTENANCE AND SUPPORT OF EDUCATIONAL ACTIVITIES AND THE PROMOTION OF HEALTH AND HEALTHCARE WITHIN THE COMMUNITIES IT SERVES AND BEYOND AND TO IMPROVING THE QUALITY OF LIFE OF THOSE INDIVIDUALS. TO THIS END, NEBH ENGAGES IN MANY COMMUNITY BENEFIT ACTIVITIES WHICH AVAILABLE TO THE COMMUNITY AT LARGE AND ESPECIALLY FOCUSED ON THE NEIGHBORING AREA OF MISSION HILL, BOSTON, WHICH IS AN UNDERSERVED AREA. OUTPATIENT STATISTICS AND FINANCIAL RESULTS: NEBH'S OUTPATIENT CLINICS AND OTHER DEPARTMENTS HAD OVER 87,948 , PATIENT VISITS DURING FISCAL YEAR 2020. THIS INCLUDES VISITS TO NEBH'S OCCUPATIONAL MEDICINE, SPINE CLINIC, PAIN CLINIC, AMBULATORY, RADIOLOGY, LAB, PHYSICAL THERAPY AND OTHER ANCILLARY DEPARTMENTS. NET OUTPATIENT REVENUE, FOR FISCAL YEAR 2020 AND NOT INCLUDED ABOVE ON LINE 4A WAS $46,218,705.. COMMUNITY BENEFITS COMMUNITY BENEFITS MISSION STATEMENT APPROVED BY THE NEBH BOARD OF TRUSTEES, OCTOBER 2009: "NEW ENGLAND BAPTIST HOSPITAL IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED IN MUSCULOSKELETAL DISEASE AND COLLABORATE ON PROGRAMS TO ADDRESS THESE NEEDS, WITH SPECIAL FOCUS ON UNDERSERVED POPULATIONS THROUGH OUTREACH, EDUCATION AND PROVISION OF SERVICES TO ADDRESS MUSCULOSKELETAL HEALTH." A SUMMARY OF THE HOSPITAL'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ACCOMPLISHMENTS RELATED TO THE CHNA AND THE HOSPITAL'S IMPLEMENTATION STRATEGY ARE INCLUDED IN DETAIL IN THE DETAILED SUPPORT TO THIS FORM 990 SCHEDULE H AND IN THE COMMUNITY BENEFITS REPORT WHICH WAS FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. RESEARCH NEW ENGLAND BAPTIST HOSPITAL HAS CONDUCTED AND SUPPORTED RESEARCH ACTIVITIES TO IMPROVE ITS METHODS AND ABILITIES TO CARE FOR PATIENTS. NEBH'S RESEARCH PROGRAM IS PRIMARILY SELF-FUNDED AND DURING THE PERIOD COVERED BY THIS FILING, NEBH'S RESEARCH ACTIVITIES TOTALED $1,019,813 . OF THIS AMOUNT THE HOSPITAL RECEIVED $4,318 IN RESEARCH REVENUE AND THE REMAINING $1,015,495 WAS FUNDED FROM NEBH INTERNAL SOURCES. SEE SCHEDULE H AND RELATED NOTES FOR FURTHER DETAIL.
BILH'S COVID-19 RESPONSE IN FY 2020BETH ISRAEL LAHEY HEALTH ("BILH") QUICKLY AND EFFECTIVELY MARSHALLED ITS RESOURCES TO MOUNT A COMPREHENSIVE RESPONSE TO THE COVID-19 PANDEMIC. SINCE THE START OF THE PANDEMIC (THROUGH JUNE OF 2021), BILH HAS TREATED OVER 8,500 HOSPITALIZED PATIENTS WITH COVID-19 AND PERFORMED MORE THAN 700,000 COVID-19 DIAGNOSTIC TESTS. HIGHLIGHTS OF THE SYSTEM'S PANDEMIC RESPONSE IN FY 2020 INCLUDE: BILH QUICKLY ESTABLISHED AN EMERGENCY OPERATIONS CENTER ("EOC") TO ALIGN SYSTEM EFFORTS ACROSS ITS HOSPITALS AND OTHER BUSINESS UNITS AND WITH EXTERNAL ENTITIES, INCLUDING THE STATE GOVERNMENT. THE EOC HELD REGULAR MEETINGS WITH INCIDENT COMMANDERS, EMERGENCY MANAGERS, AND SENIOR LEADERS FROM BILH HOSPITALS, PRIMARY CARE, AND OTHER SYSTEM ENTITIES TO COORDINATE PLANS, POLICIES, AND COMMUNICATIONS. IT PARTICIPATED IN WEEKLY CONFERENCE OF BOSTON TEACHING HOSPITALS ("COBTH") CALLS AND MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH COMMAND CENTER CALLS. A KEY ROLE OF THE EOC INVOLVED MANAGING THE FLOW OF INTERNAL AND EXTERNAL INFORMATION TO ENSURE SITUATIONAL AWARENESS AND ALIGNMENT OF RESPONSES TO THE PANDEMIC. FINALLY, THE EOC WORKED WITH INTERNAL AND EXTERNAL PARTNERS TO CENTRALIZE COVID-19 RELATED DATA COLLECTION AND REPORTING FOR THE SYSTEM, COMMONWEALTH, AND FEDERAL GOVERNMENT. IN MARCH 2020, BETH ISRAEL DEACONESS MEDICAL CENTER ("BIDMC") BECAME ONE OF THE FIRST HOSPITAL LABORATORIES IN THE STATE TO BEGIN IN-HOUSE HIGH-THROUGHPUT POLYMERASE CHAIN REACTION ("PCR") COVID-19 TESTING FOR PATIENTS AND HEALTHCARE WORKERS. BIDMC'S LABORATORY PROVIDED THIS TEST TO BILH HOSPITALS AND OTHER COMMUNITY PARTNERS, SUCH AS HEALTH CENTERS AND CORRECTIONS FACILITIES, AT A TIME OF CRITICAL SUPPLY SHORTAGE. THROUGHOUT THE PANDEMIC, BILH WORKED TOWARD ADDITIONAL IN-HOUSE TESTING CAPABILITIES, INCLUDING HIGH-THROUGHPUT THERMO FISHER INSTRUMENTS AT LAHEY HOSPITAL & MEDICAL CENTER ("LHMC"). THE SYSTEM OPERATIONALIZED MULTIPLE DRIVE-THROUGH COVID-19 TESTING SITES TO ENABLE EASY ACCESS FOR PATIENTS AND STAFF. IN THE SUMMER OF 2020, TO EXPAND HOSPITAL AND CLINIC-BASED COVID-19 TESTING SITES, BILH OPENED AN ADDITIONAL HIGH-CAPACITY DRIVE-THROUGH TESTING SITE IN WOBURN. TO ENSURE CONTINUED ACCESS TO CARE FOR ITS PATIENTS, BILH PRIMARY CARE RAPIDLY DEPLOYED A TELEHEALTH STRATEGY, QUICKLY TRANSITIONED TO COHORT CLINICS TO CARE FOR SICK PATIENTS, AND SUCCESSFULLY MANAGED A PHASED REOPENING BY JULY 2020. BILH ESTABLISHED A TEMPORARY COMMUNITY CRISIS STABILIZATION UNIT AT NEW ENGLAND BAPTIST HOSPITAL TO MANAGE BEHAVIORAL HEALTH PATIENT VOLUME DURING THE PANDEMIC. BILH ESTABLISHED A DAILY HUDDLE CONSISTING OF BILH ED AND BEHAVIORAL HEALTH LEADERS TO DETERMINE APPROPRIATE PATIENT TRANSFERS TO THE UNIT. BILH'S VIRTUAL TRANSFER CENTER WAS FORMED IN SEPTEMBER 2019 TO OPTIMIZE SYSTEM-WIDE BED CAPACITY USING REAL-TIME INFORMATION EXCHANGE AMONG THE THREE EXISTING TRANSFER CENTERS AT BIDMC, LHMC AND MOUNT AUBURN HOSPITAL ("MAH"). THE TRANSFER TEAM PERSONNEL AT THESE CENTERS WORK TOGETHER AS A SINGLE "VIRTUAL" CENTER TO ACCOMMODATE INCOMING TRANSFER REQUESTS BY MAKING ALL BEDS AVAILABLE IN THE SYSTEM BASED ON FACILITY CAPACITY AND LEVEL OF CARE REQUIRED. THE TRANSFER CENTER ENHANCED PATIENT QUALITY, SAFETY, AND ACCESS BY LOAD BALANCING COVID PATIENTS ACROSS ALL OF ITS HOSPITALS SO THAT THESE PATIENTS RECEIVED TIMELY ACCESS TO THE TYPE OF BED AND LEVEL OF CARE NEEDED. BILH COLLABORATED WITH EXTERNAL ENTITIES TO STAND UP A 1,000-BED FIELD HOSPITAL, THE BOSTON HOPE HOSPITAL, AND OPEN AND STAFF A COVID HOTEL FOR UNDERSERVED COMMUNITIES. BILH LAUNCHED A WEBSITE TITLED THE CORONAVIRUS RESOURCE CENTER TO PROVIDE ITS PATIENT COMMUNITY WITH UP-TO-DATE INFORMATION REGARDING THE SYSTEM'S RESPONSE TO THE PANDEMIC, AVAILABLE RESOURCES SUCH AS TESTING SITES, AND INNOVATION EFFORTS UNDERWAY THROUGHOUT BILH (E.G., VAPORIZED HYDROGEN PEROXIDE STERILIZATION FOR N95 RESPIRATORS). BILH LAUNCHED AN INTERNAL WEBSITE WITH RESOURCES FOR ITS STAFF AS WELL. BILH CREATED SYSTEM-WIDE GUIDELINES FOR INFECTION PREVENTION ACROSS MANY DOMAINS, INCLUDING PATIENT AND VISITOR SCREENING AND THE RECONFIGURATION OF AMBULATORY CLINIC SPACES TO ALLOW FOR RECOMMENDED PHYSICAL DISTANCING. BILH'S HUMAN RESOURCES TEAM DEVELOPED AND PROVIDED SYSTEM-WIDE PROGRAMS, POLICIES, AND TOOLS TO ENSURE ITS HOSPITALS WERE ABLE TO SUPPORT THE PHYSICAL AND EMOTIONAL WELL-BEING OF ITS STAFF WHILE DELIVERING SAFE, EFFECTIVE CARE TO ITS PATIENTS. EXAMPLES OF THESE RESOURCES INCLUDE AN ENHANCED SUPPLEMENTAL LEAVE POLICY; AN EASY-TO-USE, AUTOMATED EMPLOYEE COVID-19 SYMPTOM ATTESTATION TOOL; AN ONLINE, COGNITIVE BEHAVIORAL TREATMENT PROGRAM FOR MANAGING ANXIETY; AND TELECOMMUTING GUIDELINES. IN LATE MARCH 2020 BILH CREATED HOUSING FOR QUARANTINE OF STAFF EXPOSED TO COVID-19. HOUSING WAS SET UP AT A LOCAL UNIVERSITY AND HOTELS COVERING THE NETWORK'S SERVICE AREA. APPROXIMATELY 300 STAFF MEMBERS TOOK ADVANTAGE OF THE HOUSING FROM MARCH TO JULY 2020. IN ADDITION TO HOUSING, FOOD AND SUPPLY DELIVERY SERVICES WERE CREATED TO MINIMIZE PUBLIC CONTACT. BILH COLLABORATED REGULARLY WITH COMMUNITY HEALTH CENTER ("CHC") AFFILIATES ON COVID-RELATED CARE, TESTING, PERSONAL PROTECTIVE EQUIPMENT ("PPE"), AND PATIENT OUTREACH. BILH SHARED REAL-TIME ACCESS TO BILH COVID-19-RELATED OPERATIONAL POLICIES, PROCESSES, AND GUIDELINES IN ADDITION TO TRANSLATED PATIENT HANDOUTS, FLYERS, AND SOCIAL MEDIA GRAPHICS AROUND THE "STOP THE SPREAD" CAMPAIGN. AS HEALTH CENTERS WORKED TO ESTABLISH STABLE SUPPLY CHAINS OF PPE, BILH DONATED GLOVES, N95S, ISOLATION GOWNS, DISINFECTANT WIPES, EYE PROTECTION, HAND SANITIZER, AND SURGICAL MASKS. BILH DEPLOYED STAFF AT COMMUNITY TESTING SITES SUCH AS AT THE DIMOCK CENTER. CHC STAFF WERE INCLUDED IN THE AFOREMENTIONED BILH-FUNDED TEMPORARY HOUSING PROGRAM FOR STAFF. BILH ALSO SUPPORTED SAFETY NET AFFILIATE HOSPITALS WITH REAL-TIME BILH COVID-19 PROTOCOLS AND POLICIES, MED/SURG AND ICU BED LOAD-BALANCING EFFORTS, ICU STAFFING, AND PPE NEEDS. IN FY 2021, BILH CONTINUED TO PLAY A SIGNIFICANT ROLE IN THE COMMONWEALTH'S RESPONSE TO THIS UNPRECEDENTED PUBLIC HEALTH CRISIS, MOST NOTABLY THROUGH ITS PATIENT VACCINATION EFFORTS. BILH WILL PROVIDE DETAIL ON THESE EFFORTS IN ITS FY 2021 TAX RETURN FILING.
PART 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.
PART IV, LINE 24A: STATEMENT REGARDING TAX EXEMPT BOND ISSUEAS 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 NEW ENGLAND BAPTIST HOSPITAL. DURING THIS SAME PERIOD, NEW ENGLAND BAPTIST 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 NEW ENGLAND BAPTIST HOSPITAL'S BALANCE SHEET.
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 NEW ENGLAND BAPTIST HOSPITAL BALANCE SHEET, NEW ENGLAND BAPTIST HOSPITAL IS INCLUDING THIS DISCLOSURE IN ITS FORM 990 BECAUSE NEW ENGLAND BAPTIST HOSPITAL IS A MEMBER OF THE BILH OBLIGATED GROUP.
PART V, QUESTION 7G:NEW ENGLAND BAPTIST HOSPITAL DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
PART V, QUESTION 7H:NEW ENGLAND BAPTIST 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 2THE FOLLOWING NEW ENGLAND BAPTIST HOSPITAL OFFICERS, DIRECTOR/TRUSTEES, AND KEY EMPLOYEES HAVE BUSINESS AND/OR FAMILY RELATIONSHIPS: PRELIMINARY NEBH LIST: SCOTT TROMANHAUSER, MD AND DAVID A. MATTINGLY, MD HAVE A BUSINESS RELATIONSHIP. KEITH BARNETT AND ERVEN SAMSEL HAVE A FAMILY 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 6EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL. CAREGROUP, WHICH MERGED INTO BIDMC, EFFECTIVE MARCH 1, 2019, PREVIOUSLY SERVED AS SOLE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 7BTHE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN NEW ENGLAND BAPTIST 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 11BAS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL. THIS FORM 990 IS PREPARED IN CONJUNCTION WITH THE NEW ENGLAND BAPTIST HOSPITAL FINANCE STAFF. IN ADDITION, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND DEPARTMENTS WITHIN BILH, NEBH 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, NEBH'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF NEW ENGLAND BAPTIST HOSPITAL'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CNEW ENGLAND BAPTIST 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 NEW ENGLAND BAPTIST HOSPITAL'S OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS AND AFFILIATIONS MAINTAINED BY OFFICERS, TRUSTEES, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A REAL OR PERCEIVED CONFLICT OF INTEREST. THE BILH OFFICE OF INTEGRITY AND COMPLIANCE, IN CONJUNCTION WITH THE BILH TAX DEPARTMENT, ADMINISTERS THE CONFLICT OF INTEREST AND TAX QUESTIONNAIRE PROCESS ANNUALLY. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES. DISCLOSURES FOR BILH EXECUTIVES AND KEY EMPLOYEES ARE ASSIGNED APPROPRIATE FOLLOW-UP ACTION IN ACCORDANCE WITH THE BILH POLICY. A SUMMARY OF POSITIVE RESPONSES OF NEW ENGLAND BAPTIST HOSPITAL IS PROVIDED TO THE NEW ENGLAND BAPTIST 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 NEW ENGLAND BAPTIST 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 NEW ENGLAND BAPTIST HOSPITAL BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR NEW ENGLAND BAPTIST 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 15AS NOTED THROUGHOUT THIS FILING, NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBH AND NEBMA RESPECTIVELY) ARE MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS NEBH'S SOLE MEMBER AND NEBH SERVING AS THE SOLE MEMBER OF NEBMA. IN THIS ROLE BILH MAINTAINS THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EMPLOYEES AND SENIOR MANAGEMENT OF THE ENTITIES WHICH COMPRISED THE BETH ISRAEL LAHEY HEALTH NETWORK AND TO THAT END, BILH HAS A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES AND EXCEPT AS OTHERWISE NOTED BELOW, COMPENSATION REPORTED IN THIS FORM 990 FOR NEBH'S AND NEBMA'S OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. IN ADDITION, AS REQUIRED BY THIS FORM 990 AND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, COMPENSATION REPORTED HEREIN IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO THE MARCH 1, 2019 WHEN BILH BECAME THE SOLE MEMBER OF NEBH COMPENSATION FOR NEBH AND NEBMA WAS SET BY THE NEBH COMPENSATION COMMITTEE WHICH WAS COMPRISED OF INDEPENDENT MEMBERS OF THE NEBH BOARD. THE NEBH COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR NEBH AND NEBMA MEMBERS OF SENIOR MANAGEMENT. 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 WAS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. COMPENSATION FOR THE NEBH CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE NEBH CEO. THE COMPENSATION PACKAGE FOR THE NEBH CEO WAS VOTED BY THE COMPENSATION COMMITTEE AND SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES.
FORM 990, PART VI, SECTION C, LINE 19NEW ENGLAND BAPTIST 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 XI, LINE 9:TRANSFER IN/OUT FROM AFFILIATES -3,250,916. NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATIONS 0. PENSION 4,640,621. NET ASSETS RELEASED FROM RESTRICTIONS FOR CAPITAL 0. ROUNDING -1.
FORM 990, PART XII, LINE 2C:ON MARCH 1, 2019, LAHEY HEALTH SYSTEM INCLUDING THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, THE BETH ISRAEL DEACONESS SYSTEM INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS ENTITIES FOR WHICH THESE LISTED ORGANIZATIONS SERVE AS SOLE MEMBER AND ADDITIONAL AFFILIATES CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). AS A NEWLY CREATED HEALTHCARE SYSTEM, BILH ENGAGED KPMG TO PERFORM A FINANCIAL AUDIT OF THE SYSTEM. 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, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND ITS AFFILIATES.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NEW ENGLAND BAPTIST CLINICAL INTEGRATION ORGANIZATION LLC
125 PARKER HILL AVEBOSTONMA02120465597247MEDICAL SERVICESMA$104,000-$4,000NEW ENGLAND BAPTIST HOSPITAL
812 HUNTINGTON AVE LLC
125 PARKER HILL AVEBOSTONMA02120542195262SUPPORT NEBHMA$0$0NEW ENGLAND BAPTIST HOSPITAL

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (59 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ADDISON GILBERT SOCIETY INC
41 MALL ROADBURLINGTONMA01805464371382SUPPORTMA501(C)(3)7LAHEY HEALTH SHARED SERVICES INCYes (1)
ANNA JAQUES HOSPITAL
25 HIGHLAND AVENUENEWBURYPORTMA01950042104338HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVENUEBOSTONMA02215320058309TO PROVIDE EMERGENCY MEDICAL SERVICESMA501(C)(3)12A, IYes (1)
BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE
930 COMMONWEALTH AVENUEBOSTONMA02215043521077SCIENTIFIC & MEDICAL RESEARCHMA501(C)(3)7Yes (1)
BETH ISRAEL ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215042997215SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL COMMUNITY FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215042776678INACTIVE CORPORATIONMA501(C)(3)7Yes (1)N/A
BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215364803234SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215043079630SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215208253452SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215043030397SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215204974585SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215020671240SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL DEACONESS HOSPITAL MILTON INC
199 REEDSDALE RDMILTONMA02186042103604HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC
148 CHESTNUT STREETNEEDHAMMA02492043229679HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC
275 SANDWICH STREETPLYMOUTHMA02360222667354HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
300 LONGWOOD AVENUEBOSTONMA02215043200113SUPPORTMA501(C)(3)12A, I0N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215042794855SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL DEACONESS MEDICAL CENTER INC
330 BROOKLINE AVENUEBOSTONMA02215042103881THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MAMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INC0
BID PHYSICIAN ORGANIZATION LLC DBA BID CARE ORGANIZATION LLC
247 STATION DRIVEWESTWOODMA02186043426253PROMOTE HEALTHCAREMA501(C)(3)12A, IBETH ISRAEL DEACONESS HOSPITAL - MILTONYes (1)
BETH ISRAEL DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215043117601SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BETH ISRAEL LAHEY HEALTH PHARMACY INC (FKA BIDMC PHARMACY)
80 WILSON WAYWESTWOODMA02090822526816TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMCMA501(C)(3)12A, IYes (1)
BETH ISRAEL LAHEY HEALTH INC
20 UNIVERSITY ROADCAMBRIDGEMA02138832671600SUPPORTMA501(C)(3)12A, IYes (1)N/A
BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO
41 MALL ROADBURLINGTONMA01805472248298HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF
199 REEDSDALE ROADMILTONMA02186222566792PROMOTE HEALTHCAREMA501(C)(3)12AIBETH ISRAEL DEACONESS HOSPITAL - MILTONYes (1)
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215222548374SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVENUEBOSTONMA02215042571853SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVEDANVERSMA01923042400270SUBSTANCE ABUSEMA501(C)(3)10NORTHEAST BEHAVIORAL HEALTH CORPORATIONYes (1)
CAREGROUP PARMENTER HOME CARE & HOSPICE INC
330 MOUNT AUBURN STREETCAMBRIDGEMA02138473111453HOME CARE & HOSPICEMA501(C)(3)12A, IYes (1)
COMMUNITY PHYSICIANS ASSOCIATES INC
199 REEDSDALE RDMILTONMA02186043243146OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)3BETH ISRAEL DEACONESS HOSPITAL - MILTONYes (1)
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
185 PILGRIM ROADBOSTONMA02215043242952SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IYes (1)
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVENUEBOSTONMA02215222768204GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERSMA501(C)(3)10BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
HEALTH AND EDUCATION HOUSING SERVICES INC
199 ROSEWOOD DRIVEDANVERSMA01923223232914HUD HOUSINGMA501(C)(3)10NORTHEAST BEHAVIORAL HEALTH CORPORATIONYes (1)
JORDAN PHYSICIANS ASSOCIATES INC
275 SANDWICH STREETPLYMOUTHMA02360043228556OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)10Yes (1)
LAHEY CLINIC CANADIAN FOUNDATION
FUNDRSG ORG0N/A130 KING STREET WESTTORONTOONTARIOCACA
LAHEY CLINIC FOUNDATION INC
41 MALL ROADBURLINGTONMA01805042323457SUPPORTMA501(C)(3)7BETH ISRAEL LAHEY HEALTH INCYes (1)
LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITALS AND MEDICAL CENTER)
41 MALL ROADBURLINGTONMA018050001042704686HEALTHCAREMA501(C)(3)3LAHEY CLINIC FOUNDATION INCYes (1)
LAHEY CLINIC INC
41 MALL ROADBURLINGTONMA018050001042704683HEALTHCAREMA501(C)(3)10LAHEY CLINIC FOUNDATION INCYes (1)
LAHEY HEALTH SHARED SERVICES INC
41 MALL ROADBURLINGTONMA01805043178972ADMINISTRATIONMA501(C)(3)10BETH ISRAEL LAHEY HEALTH INCYes (1)
LONGWOOD MEDICAL ENERGY COLLABORATIVE INC
375 LONGWOOD AVENUEBOSTONMA02215043476764COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMSMA501(C)(3)12A, IYes (1)N/A
LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC
375 LONGWOOD AVENUEBOSTONMA02215043208878INACTIVE CORPORATIONMA501(C)(3)12A, IYes (1)
MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
464 HILLSIDE AVENUENEEDHAMMA02492042810972OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICESMA501(C)(3)10Yes (1)
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STREETCAMBRIDGEMA02138042103606HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONSMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STREETCAMBRIDGEMA02138043026897OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICESMA501(C)(3)12A, IYes (1)
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVENUEBOSTONMA02120042103612ORTHOPEDIC SPECIALTY HOSPITALMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVENUEBOSTONMA02120043235796OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBHMA501(C)(3)3NEW ENGLAND BAPTIST HOSPITALYes (1)
NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVEDANVERSMA01923042777145HEALTHCAREMA501(C)(3)10BETH ISRAEL LAHEY HEALTH INCYes (1)
NORTHEAST HEALTH SYSTEM INC
85 HERRICK STREETBEVERLYMA01915043240453SUPPORTMA501(C)(3)12A, ILAHEY HEALTH SHARED SERVICES INCYes (1)
NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREETBEVERLYMA01915042121317HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
NORTHEAST MEDICAL PRACTICE INC
85 HERRICK STREETBEVERLYMA01915043201853HEALTHCAREMA501(C)(3)10NORTHEAST HOSPITAL CORPORATIONYes (1)
NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK STREETBEVERLYMA01915042731137HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME
800 CUMMINGS CENTERBEVERLYMA01915201287349HEALTHCAREMA501(C)(3)10NORTHEAST SENIOR HEALTH CORPORATIONYes (1)
SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVENUENEWBURYPORTMA01915043485648PHYSICIAN GROUPMA501(C)(3)10ANNA JAQUES HOSPITAL INCYes (1)
SEACOAST NURSING AND REHABILITATION CENTER INC
302 WASHINGTON STREETGLOUCESTERMA01930041305001HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC
25 HIGHLAND AVENUENEWBURYPORTMA01950043318952FUNDRSG ORGMA501(C)(3)12A, IANNA JAQUES HOSPITAL INCYes (1)
THE JORDAN HEALTH SYSTEMS INC
275 SANDWICH STREETPLYMOUTHMA02360042103805PROMOTE HEALTHCAREMA501(C)(3)7BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVENUEWINCHESTERMA01890223137856ACOMA501(C)(3)12A, IWINCHESTER HEALTHCARE MANAGEMENT INCYes (1)
WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUEWINCHESTERMA01890222701817MANAGEMENTMA501(C)(3)12A, ILAHEY HEALTH SHARED SERVICES INCYes (1)
WINCHESTER HOSPITAL
41 HIGHLAND AVENUEWINCHESTERMA01890042104434HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
WINCHESTER HOSPITAL FOUNDATION INC
39 DOUBLET HILL ROADWESTONMA02493043399570SUPPORTMA501(C)(3)12A, IWINCHESTER HEALTHCARE MANAGEMENT INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
BIDCO HOSPITAL LLC
247 STATION DRIVE NORTHWEST 1WESTWOODMA02090461643790COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
BILH INVESTMENT PARTNERSHIP LLP (FKA CIP LLP)
109 BROOKLINE AVENUEBOSTONMA02215043278109INVESTMENT PARTNERSHIPMAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
25 HIGHLAND AVENEWBURYPORTMA01950161744477MANAGEMENT SERVICESMAN/ACYes (1)
HUNTINGFIELD CORPORATION
C/O LAHEY CLINIC FOUNDATION INC 41BURLINGTONMA01805000000000TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS.DEN/ACYes (1)
JORDAN COMMUNITY ACO INC
275 SANDWICH STREETPLYMOUTHMA02360454047430COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTHMAN/ACYes (1)
LAHEY CLINIC INSURANCE CO LTD
INSURANCEN/ACYes (1)CRAIG APPIN HOUSE PO BOX HM 2450HAMILTONBDBD
LEDGEWOOD HEALTHCARE CORPORATION
87 HERRICK STREETBEVERLYMA01915042855189NURSING HOMEKYN/ACYes (1)
NORTHEAST PHYSICIAN HOSPITAL ORGANIZATION INC
500 CUMMINGS CENTER STE 6500BEVERLYMA01915043258053PHYS HOSP ORGMAN/ACYes (1)
NORTHEAST PHYSICAN PRACTICE INC
85 HERRICK STREETBEVERLYMA01915043285837PHYSICIAN OFFICEMAN/ACYes (1)
NORTHEAST PROPRIETARY CORP
100 POWERS STREETBEVERLYMA01915042855191MEDICAL SERVICESMAN/ACYes (1)
WINCHESTER HEALTHCARE ENTERPRISES INC
41 HIGHLAND AVEWINCHESTERMA01890042932059MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN ASSOCIATES INC
41 HIGHLAND AVEWINCHESTERMA01890043262963MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC
41 HIGHLAND AVEWINCHESTERMA01890472646454PHYS HOSP ORGMAN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BETH ISRAEL LAHEY HEALTH INC
P$4,508,840F.M.V.
BETH ISRAEL DEACONESS MEDICAL CENTER INC
P$382,753F.M.V.
CAREGROUP PARMENTER HOME CARE & HOSPICE INC
P$2,038F.M.V.
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
P$1,991,804F.M.V.
BID PHYSICIAN ORGANIZATION LLC DBA BID CARE ORGANIZATION LLC
P$809,576F.M.V.
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
Q$1,749,800F.M.V.
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
P$4,519,714F.M.V.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePARTS I THROUGH V:FormAndLineReferenceDesc
ExplanationDURING 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