MOUNT AUBURN HOSPITAL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT AUBURN HOSPITAL (EIN 04-2103606)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-16
- IRS object ID
- 202122289349304287
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T22:02:00-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT AUBURN HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 6174995021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SULLIVAN | PersonNm |
| Person Title | CFO & VP OF FINANCE | PersonTitleTxt |
| Phone | 6174995021 | PhoneNum |
| Signature | 2021-08-16 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2021-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM SULLIVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $337,797,706 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOUNTAUBURNHOSPITAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1871 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 2558 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $1,562,934 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,377,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,745,651 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $332,826,211 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $288,600,975 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,807,614 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,346,088 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,635,820 | PYOtherRevenueAmt |
| CY Other Revenue | $7,161,140 | CYOtherRevenueAmt |
| PY Total Revenue | $349,647,545 | PYTotalRevenueAmt |
| CY Total Revenue | $335,853,854 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $723,286 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $96,786 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $170,176,017 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $165,509,185 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $927,049 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $158,532,167 | PYOtherExpensesAmt |
| CY Other Expenses | $152,667,939 | CYOtherExpensesAmt |
| PY Total Expenses | $329,443,470 | PYTotalExpensesAmt |
| CY Total Expenses | $318,273,910 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,204,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,579,944 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $441,503,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $474,641,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $187,106,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $230,669,082 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $254,397,415 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $243,972,621 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $126,186,267 | ExpenseAmt |
| Grant | $96,786 | GrantAmt |
| Revenue | $118,765,641 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,632,351 | ExpenseAmt |
| Revenue | $27,754,402 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,793,658 | ExpenseAmt |
| Revenue | $26,788,088 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $95,742,435 | ExpenseAmt |
| Revenue | $115,292,844 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $95,742,435 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $115,292,844 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $279,354,711 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 161 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2558 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM SULLIVAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174995021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||
| TRUSTEE (EX-OFFICIO), CEO | 1.00 | 59.00 | Yes (X) | Yes (X) | $0 | $2,488,251 | $789,051 | |||
| LEWIS MD STANLEY M | ||||||||||
| TRUSTEE (BILH DESIGNATE) | 1.00 | 59.00 | Yes (X) | $0 | $1,039,019 | $317,540 | ||||
| CLOUGH JEANETTE G | ||||||||||
| TRUSTEE, PRESIDENT & CEO | 49.00 | 11.00 | Yes (X) | Yes (X) | $761,254 | $167,105 | $51,049 | |||
| HUANG MD EDWIN | ||||||||||
| TRUSTEE AND CHAIR-OB/GYN | 36.00 | 24.00 | Yes (X) | $345,721 | $230,480 | $43,460 | ||||
| SPIVAK MD BARBARA | ||||||||||
| TTEE (EX-OFF, NV); MACIPA PRES | 60.00 | 0.00 | Yes (X) | $164,695 | $0 | $22,778 | ||||
| BARRON KENNETH S | ||||||||||
| TRUSTEE, VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CANEPA JOHN J | ||||||||||
| TRUSTEE, CO-CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PALANDJIAN LEON | ||||||||||
| TRUSTEE & ASSISTANT TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RAFFERTY JAMES J | ||||||||||
| TTEE & CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEVENSON HOWARD H | ||||||||||
| TRUSTEE & VICE - CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CALANO DANIEL V | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOLMES MICHAEL D | ||||||||||
| HONORARY TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KETTYLE MD WILLIAM | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIM KIJA | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LUCCHINO DAVID L | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MACOMBER JOHN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAMBRINO MD LAWRENCE | ||||||||||
| TTEE/INTRM CHAIR, CRDNTLS CMTE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCFARLAN F WARREN | ||||||||||
| HONORARY TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| O'NEILL III THOMAS P | ||||||||||
| HONORARY TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| REARDON GERALD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHACHOY CHRISTOPHER | ||||||||||
| TTEE (EXO)/PRES BRD OVERSEERS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHAPIRO MD DEBRA | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHORTSLEEVE MD MICHAEL | ||||||||||
| TTEE; CHAIR, RADIOLOGY DEPT. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SMERLAS DONNA | ||||||||||
| TTEE & PRES OF THE AUXILLIARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SPURLOCK SUSAN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SWANN ERIC | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILSON WILLIAM | ||||||||||
| TRUSTEE, ASSISTANT CLERK | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SETNIK MD GARY S | ||||||||||
| CHAIR, EMER MED & TRUSTEE | 36.00 | 24.00 | Yes (X) | $141,513 | $94,342 | $13,670 | ||||
| FISCHER STEVEN P | ||||||||||
| TREASURER (EX-OFICIO) | 1.00 | 59.00 | Yes (X) | $0 | $1,311,136 | $430,191 | ||||
| KATZ JAMIE | ||||||||||
| CLERK | 1.00 | 59.00 | Yes (X) | $0 | $934,650 | $294,544 | ||||
| SULLIVAN WILLIAM J | ||||||||||
| VP & CFO | 47.00 | 13.00 | Yes (X) | $296,078 | $83,510 | $46,769 | ||||
| GUARINO RICHARD J | ||||||||||
| COO | 26.00 | 34.00 | $184,917 | $226,591 | $66,844 | Yes (X) | ||||
| BURKE KATHRYN | ||||||||||
| VP, CONTRACTING & BUS. DEV | 45.00 | 15.00 | $305,615 | $104,365 | $51,974 | Yes (X) | ||||
| WHITE KENDALL | ||||||||||
| CIO | 60.00 | 0.00 | $359,411 | $0 | $23,228 | Yes (X) | ||||
| CHEUNG MD YVONNE Y | ||||||||||
| CHAIR QUALITY & SAFETY | 60.00 | 0.00 | $289,220 | $0 | $50,798 | Yes (X) | ||||
| BONO DIANE | ||||||||||
| VP, HUMAN RESOURCES | 60.00 | 0.00 | $310,740 | $0 | $10,734 | Yes (X) | ||||
| BAKER RN DEBORAH | ||||||||||
| VP, PATIENT CARE SERVICES | 60.00 | 0.00 | $269,832 | $0 | $47,039 | Yes (X) | ||||
| CLARDY PETER | ||||||||||
| MD, CHAIR MEDICAL EDUCATION | 42.00 | 18.00 | $357,418 | $153,179 | $88,093 | Yes (X) | ||||
| NAUTA RUSSELL | ||||||||||
| FRMR TTEE, CHAIR SURGERY DEPT | 48.00 | 12.00 | $353,012 | $88,253 | $56,906 | Yes (X) | ||||
| BROWN JENNIFER | ||||||||||
| CHAIR, DEPT OF PSYCHIATRY | 60.00 | 0.00 | $365,786 | $0 | $63,508 | Yes (X) | ||||
| SULLIVAN SARA | ||||||||||
| MED DIR, INPT GER PSYCH SERV | 60.00 | 0.00 | $357,421 | $0 | $12,967 | Yes (X) | ||||
| WU PHILLIP | ||||||||||
| CHIEF MEDICAL INFORMATION OFF | 60.00 | 0.00 | $318,501 | $0 | $41,359 | Yes (X) | ||||
| DIIESO NICHOLAS | ||||||||||
| COO | 60.00 | 0.00 | $1,108,573 | $0 | $40,278 | Yes (X) | ||||
| BRIDGEMAN JOHN | ||||||||||
| FORMER VP, CLINICAL SERVICES | 60.00 | 0.00 | $135,550 | $0 | $23,255 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,425,257 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,920,881 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,586,035 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 351 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | MAINTENANCE | $3,562,372 |
| WALSH BROTHERSINC | |||||
| 210 COMMERCIAL STREET | BOSTON | MA | 02109 | CONTRACTOR | $3,154,931 |
| QUEST DIAGNOSTICS | |||||
| PO BOX 912512 | PASADENA | CA | 911102512 | LAB TESTING | $2,715,156 |
| MACIPA INC | |||||
| 1380 SOLDIERS FIELD RD FLOOR 3 | BRIGHTON | MA | 02135 | EMR / CASE MANAGEMENT | $1,477,185 |
| ANGELICA-SOMERVILLE | |||||
| 30 INNERBELT ROAD | SOMERVILLE | MA | 02143 | LAUNDRY SERVICES | $1,120,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 67 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $20,789,405 | GovernmentGrantsAmt |
| All Other Contributions | $7,956,246 | AllOtherContributionsAmt |
| Noncash Contributions | $229,001 | NoncashContributionsAmt |
| Total Contributions | $28,745,651 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TOTAL ADULT MED/SURG U | 900099 | $118,765,641 | $118,765,641 |
| INPT OBSTETRICS/NEWBOR | 900099 | $27,754,402 | $27,754,402 |
| OUTPATIENT RADIOLOGY | 900099 | $27,115,025 | $27,115,025 |
| OUTPATIENT SURGERY | 621990 | $26,788,088 | $26,788,088 |
| EMERGENCY DEPARTMENT | 621990 | $20,465,477 | $20,465,477 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,712,342 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,712,342 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $288,600,975 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,129,606 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$648,862 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,778,468 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,256,327 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,031,641 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,224,686 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,224,686 | TotalRevenueColumnAmt |
| Exclusion | $1,224,686 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,118,693 | SecuritiesAmt |
| Other | $10,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $912,211 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,206,482 | SecuritiesAmt |
| Other | $10,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,216,482 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $47,132 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,169,350 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| LAB TESTING | 541380 | $2,070,857 | $2,070,857 | |
| PARKING & GARAGES | 812930 | $1,879,105 | $1,879,105 | |
| FOOD SERVICE | 722310 | $1,253,721 | $1,253,721 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $732,771 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $93,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $638,964 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,936,454 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335,853,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $288,600,975 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,562,934 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,944,294 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,786 | TotalAmt |
| Program Services | $96,786 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,264,622 | TotalAmt |
| Program Services | $2,903,452 | ProgramServicesAmt |
| Management And General | $352,792 | ManagementAndGeneralAmt |
| Fundraising | $8,378 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,655,795 | TotalAmt |
| Program Services | $1,472,612 | ProgramServicesAmt |
| Management And General | $178,934 | ManagementAndGeneralAmt |
| Fundraising | $4,249 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,333,475 | TotalAmt |
| Program Services | $115,914,503 | ProgramServicesAmt |
| Management And General | $14,084,514 | ManagementAndGeneralAmt |
| Fundraising | $334,458 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,735,981 | TotalAmt |
| Program Services | $5,105,023 | ProgramServicesAmt |
| Management And General | $573,598 | ManagementAndGeneralAmt |
| Fundraising | $57,360 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,290,666 | TotalAmt |
| Program Services | $13,608,692 | ProgramServicesAmt |
| Management And General | $1,529,067 | ManagementAndGeneralAmt |
| Fundraising | $152,907 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,228,646 | TotalAmt |
| Program Services | $8,213,495 | ProgramServicesAmt |
| Management And General | $922,865 | ManagementAndGeneralAmt |
| Fundraising | $92,286 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,407 | TotalAmt |
| Management And General | $68,407 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,693,665 | TotalAmt |
| Program Services | $17,117,344 | ProgramServicesAmt |
| Management And General | $1,508,808 | ManagementAndGeneralAmt |
| Fundraising | $67,513 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,397 | TotalAmt |
| Program Services | $16,147 | ProgramServicesAmt |
| Management And General | $108,250 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,251,495 | TotalAmt |
| Program Services | $48,540,005 | ProgramServicesAmt |
| Management And General | $662,016 | ManagementAndGeneralAmt |
| Fundraising | $49,474 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,112,408 | TotalAmt |
| Program Services | $13,789,167 | ProgramServicesAmt |
| Management And General | $1,304,328 | ManagementAndGeneralAmt |
| Fundraising | $18,913 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,728,693 | TotalAmt |
| Program Services | $5,285,823 | ProgramServicesAmt |
| Management And General | $1,351,909 | ManagementAndGeneralAmt |
| Fundraising | $90,961 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,354 | TotalAmt |
| Program Services | $102,713 | ProgramServicesAmt |
| Management And General | $17,970 | ManagementAndGeneralAmt |
| Fundraising | $671 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,138,328 | TotalAmt |
| Program Services | $2,087,696 | ProgramServicesAmt |
| Management And General | $30,184 | ManagementAndGeneralAmt |
| Fundraising | $20,448 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,160,286 | TotalAmt |
| Program Services | $3,078,612 | ProgramServicesAmt |
| Management And General | $1,081,674 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,591,595 | TotalAmt |
| Program Services | $12,728,096 | ProgramServicesAmt |
| Management And General | $12,863,499 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,995,840 | TotalAmt |
| Program Services | $6,872,852 | ProgramServicesAmt |
| Management And General | $122,988 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MANAGEMENT FEES AND SUP | $12,357,201 | $11,474,498 | $853,272 | $29,431 |
| PATIENT SERVICES | $5,538,790 | $5,532,123 | $6,667 | |
| UNCOMPENSATED CARE | $4,561,598 | $4,561,598 | ||
| DUES | $1,223,882 | $853,474 | $370,408 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,273,910 | TotalAmt |
| Program Services | $279,354,711 | ProgramServicesAmt |
| Management And General | $37,992,150 | ManagementAndGeneralAmt |
| Fundraising | $927,049 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,072,729 | BOYAmt |
| EOY | $25,055,390 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,331,731 | BOYAmt |
| EOY | $53,817,379 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,323 | BOYAmt |
| EOY | $4,394,110 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,080,703 | BOYAmt |
| EOY | $25,886,866 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,748,340 | BOYAmt |
| EOY | $5,728,316 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,577,062 | BOYAmt |
| EOY | $5,636,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $591,854,228 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $389,724,873 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,999,818 | BOYAmt |
| EOY | $202,129,355 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,869,321 | BOYAmt |
| EOY | $133,349,856 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,649,880 | BOYAmt |
| EOY | $18,644,319 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,503,907 | BOYAmt |
| EOY | $474,641,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,776,079 | BOYAmt |
| EOY | $41,813,308 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,059,824 | BOYAmt |
| EOY | $116,833,780 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,270,589 | BOYAmt |
| EOY | $72,021,994 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,106,492 | BOYAmt |
| EOY | $230,669,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,906,079 | BOYAmt |
| EOY | $223,817,045 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,491,336 | BOYAmt |
| EOY | $20,155,576 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,397,415 | BOYAmt |
| EOY | $243,972,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,503,907 | BOYAmt |
| EOY | $474,641,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,579,944 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $142,222 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$28,146,960 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $68,407 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $68,407 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MOUNT AUBURN 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 $68,407 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,491,336 | BeginningYearBalanceAmt |
| Contributions | $7,038,096 | ContributionsAmt |
| Investment Earnings Or Losses | $230,171 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,604,027 | OtherExpendituresAmt |
| End Year Balance | $20,155,576 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,532,685 | BeginningYearBalanceAmt |
| Contributions | $2,847,212 | ContributionsAmt |
| Investment Earnings Or Losses | $300,793 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,189,354 | OtherExpendituresAmt |
| End Year Balance | $14,491,336 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,397,438 | BeginningYearBalanceAmt |
| Contributions | $2,598,164 | ContributionsAmt |
| Investment Earnings Or Losses | $420,167 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,883,084 | OtherExpendituresAmt |
| End Year Balance | $13,532,685 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,250,648 | BeginningYearBalanceAmt |
| Contributions | $2,415,389 | ContributionsAmt |
| Investment Earnings Or Losses | $749,417 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,018,016 | OtherExpendituresAmt |
| End Year Balance | $12,397,438 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,062,691 | BeginningYearBalanceAmt |
| Contributions | $3,035,792 | ContributionsAmt |
| Investment Earnings Or Losses | $469,901 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,317,736 | OtherExpendituresAmt |
| End Year Balance | $11,250,648 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.35660 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.64340 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,000 | OtherCostOrOtherBasisAmt |
| Book Value | $169,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $237,686,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,774,224 | DepreciationAmt |
| Book Value | $99,912,019 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,866,045 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,514,324 | DepreciationAmt |
| Book Value | $351,721 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,283,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $247,436,325 | DepreciationAmt |
| Book Value | $95,847,465 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,849,150 | OtherCostOrOtherBasisAmt |
| Book Value | $5,849,150 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $202,129,355 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVEST HELD THRU CGCIE EIN 04-3278109 | Desc |
| Book Value | $133,349,856 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $133,349,856 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMP | $6,023,025 |
| SHATZKY ANNUITY | $29,772 |
| DEFERRED REVENUE-LT | $398,561 |
| ASSET RETIREMENT OBLIGATION | $908,840 |
| GIFT ANNUITIES | $44,676 |
| ACCRUED POST RETIREMENT BENEFITS | $316,095 |
| PROFESSIONAL LIABILITY CLAIMS RESERVE | $16,462,104 |
| DUE TO AFFILIATES | $47,838,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $72,021,994 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,312,580,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$924,889 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,983,944,935 | OtherRevenueAmt |
| Revenue Not Reported | $5,983,020,046 | RevenueNotReportedAmt |
| Revenue Subtotal | $329,559,954 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,293,900 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,293,900 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $335,853,854 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,239,549,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,921,275,090 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,921,275,090 | ExpensesNotReportedAmt |
| Expenses Subtotal | $318,273,910 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $318,273,910 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT/SPECIAL FUND MONIES ARE HELD TO SUPPORT THE OPERATING AND CAPITAL NEEDS OF VARIOUS PATIENT CARE PROGRAM SERVICES. IN ADDITION, THE INCOME FROM THE PERMANENT ENDOWMENT IS USED TO FUND FREE CARE. ANNUALLY, THE BOARD ALSO APPROPRIATES 5% OF THE ACCUMULATED APPRECIATION ON THE PERMANENT ENDOWMENT TO FUND FREE CARE. |
| 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: | CONSOLIDATED AFFILIATES NET ELIMINIATIONS 5,982,701,000. NET ASSETS RELEASED FROM RESTRICTION FOR OPERATIONS 1,425,484. GIFTS IN KIND USED IN OPERATIONS -181,549. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE RECLASS-RESTRICTED INVESTMENTS&CONTRIBUTIONS -1,031,641. RESTRICTED CONTRIBUTIONS 7,325,500. ROUNDING 41. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REAL ESTATE RECLASS-INTERCO ELIMINATIONS 1,031,641. CONSOLIDATED AFFILIATES NET ELIMINIATIONS 5,920,243,449. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $23,474,566 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $3,794,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $27,269,563 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $27,269,563 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV QUESTION 1 | ALTHOUGH MAH WAS AN INDIRECT TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION DURING THE TAX YEAR, MAH WAS NOT REQUIRED TO FILE FORM 926, RETURN BY A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. |
| SCHEDULE F, PART IV QUESTION 3 | ALTHOUGH MAH HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS. |
| SCHEDULE F, PART IV QUESTION 4 | ALTHOUGH MAH 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. |
| SCHEDULE F, PART IV QUESTION 5 | ALTHOUGH MAH 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 H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 138.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,572,653 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,913,665 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,658,988 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01150 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,404,775 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,585,347 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,819,428 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02460 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $32,977,428 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $21,499,012 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,478,416 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03610 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,154,298 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,154,298 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00360 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,485,347 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,352,651 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,132,696 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02240 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,005,729 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,708,427 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,297,302 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02290 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $240,675 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $240,675 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $25,886,049 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,061,078 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,824,971 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04970 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,863,477 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $31,560,090 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $27,303,387 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08580 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $6,609,898 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $84,166,989 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $86,063,609 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$1,896,620 | MedicareSurplusOrShortfallAmt |
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT AUBURN HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MOUNT AUBURN HOSPITAL | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| State License | MA STATE LICENSE #2071 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT AUBURN HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 17 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART VI | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 17 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART VI | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 138.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART VI | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART VI | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART VI | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MOUNT AUBURN 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. |
| MOUNT AUBURN HOSPITAL | PART V, SECTION B, LINE 11: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - MAH RADIOLOGY AT ARLINGTON | ||||
| 22 MILL STREET SUITE 106 | ARLINGTON | MA | 02476 | OUTPATIENT |
| 2 - MOUNT AUBURN HOSPITAL MRI CENTER | ||||
| 725 CONCORD AVENUE GROUND FLOOR | CAMBRIDGE | MA | 02138 | OUTPATIETN |
| 3 - MAH REHAB SVS-OUTPATIENT PHYS & OCC | ||||
| 625 MOUNT AUBURN STREET 1ST STREET | CAMBRIDGE | MA | 02138 | OUTPATIENT |
| 4 - MOUNT AUBURN HOSPITAL MOBILE PET UNIT | ||||
| 799 CONCORD AVENUE 1ST FLOOR | CAMBRIDGE | MA | 02138 | OUTPATIENT |
| 5 - MAH OCCUPATIONAL HEALTH & REHAB SVS | ||||
| 725 CONCORD AVENUE SUITE 511 | CAMBRIDGE | MA | 02238 | OUTPATIENT |
| 6 - MAH IMAGING & SPECIMEN COLLECTION | ||||
| 355 WAVERLY OAKS ROAD | WALTHAM | MA | 02452 | OUTPATIENT |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS | COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSMOUNT AUBURN HOSPITAL (MAH) AFFILIATIONBETH ISRAEL LAHEY HEALTH (BILH) IS THE SOLE MEMBER OF MAH. 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.MAH COMMUNITY BENEFITS MISSION STATEMENT MOUNT AUBURN HOSPITAL (MAH OR HOSPITAL) IS COMMITTED TO IMPROVING THE HEALTH AND WELLBEING OF COMMUNITY MEMBERS BY COLLABORATING WITH COMMUNITY PARTNERS TO REDUCE BARRIERS TO HEALTH, INCREASE PREVENTION AND/OR SELF-MANAGEMENT OF CHRONIC DISEASE AND INCREASE THE EARLY DETECTION OF ILLNESS. THE COMMUNITY BENEFITS MISSION IS FULFILLED BY:- INVOLVING MAH'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 IN MAH'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, MAH PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $1,394,973 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMTHE COMMUNITY BENEFITS TEAM AT MOUNT AUBURN HOSPITAL (MAH) CONSISTS OF THE COMMUNITY HEALTH STAFF, THE DIRECTOR OF SOCIAL WORK AND THE CHIEF OPERATING OFFICER. MAH COMMUNITY HEALTH DEPARTMENT STAFF MET WITH COMMUNITY MEMBERS INCLUDING THOSE WHO WORK IN PUBLIC HEALTH, TO REACH COMMUNITY MEMBERS IN MAH'S TARGET AREA. THIS TEAM MET PERIODICALLY DURING THE FISCAL PERIOD COVERED BY THIS FILING. IN ADDITION, ANNUALLY THE BOARD OF TRUSTEES APPROVES THE COMMUNITY BENEFITS' MISSION STATEMENT AND PLAN. 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. MAH COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER OF 2018. THAT CHNA WAS APPROVED BY THE MAH BOARD OF TRUSTEES IN SEPTEMBER OF 2018. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO APPROVED BY THE BOARD IN SEPTEMBER 2018, 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 MAH'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 MAH ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW MAH, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT(S), WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.2018 COMMUNITY HEALTH NEEDS ASSESSMENTTARGETED GEOGRAPHY AND POPULATIONAS NOTED ABOVE, MAH COMPLETED ITS LAST ASSESSMENT IN SEPTEMBER 2018. THE GEOGRAPHICAL FOCUS OF MAH'S MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT ENCOMPASSES THE CITIES OF ARLINGTON, BELMONT, CAMBRIDGE, SOMERVILLE, WALTHAM, AND WATERTOWN.TARGET POPULATIONS FOR MAH'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).MAH'S TARGET POPULATIONS FOCUS ON MEDICALLY-UNDERSERVED AND VULNERABLE GROUPS OF ALL AGES IN THE ARLINGTON, BELMONT, CAMBRIDGE, SOMERVILLE, WALTHAM, AND WATERTOWN AS FOLLOWS:- RACIAL / ETHNIC MINORITIES- IMMIGRANTS- LOW INCOME POPULATIONS- OLDER ADULTS- LIMITED ENGLISH PROFICIENCY SPEAKERS- LGBTQ2018 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 KEY INFORMANT INTERVIEWS, SURVEYS, FOCUS GROUPS, AND COMMUNITY MEETINGS. COMMUNITY DIALOGUES AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS FROM ACROSS THE SIX CITIES AND TOWNS THAT COMPRISE THE MAH CBSA AND WITH A RANGE OF PEOPLE REPRESENTING DIFFERENT AUDIENCES, INCLUDING LEADERS IN EMERGENCY RESPONSE, EDUCATION, HEALTH CARE AND SOCIAL SERVICE ORGANIZATIONS FOCUSING ON VULNERABLE POPULATIONS (E.G., OLDER ADULTS) (SCHEDULE H, PART V, SECTION B, QUESTIONS 3 AND 5). ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED OVER 100 PEOPLE.AS NOTED PREVIOUSLY, MAH HIRED JOHN SNOW, INC. AN OUTSIDE FIRM TO CONDUCT AND MANAGE THE CHNA PROCESS UNDERTAKEN DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 (TAX YEAR 2017). THE MAH COMMUNITY HEALTH DEPARTMENT STAFF WORKED CLOSELY THROUGHOUT THE ENTIRE PROCESS WITH STAFF MEMBERS FROM JOHN SNOW INC. IN ORDER TO COMPLETE THE PROJECT. A COMMUNITY BENEFIT ADVISORY COMMITTEE WAS CREATED AT THE BEGINNING OF THE PROCESS WHICH CONSISTED OF OVER 20 COMMUNITY MEMBERS AND/OR COMMUNITY ORGANIZATION REPRESENTATIVES INCLUDING CITY/TOWN PUBLIC HEALTH OFFICIALS. |
| THE MOST RECENT CHNA WAS CONDUCTED THROUGH A THREE-PHASED PROCESS. | THE GOAL OF PHASE I AND PHASE II WAS TO GAIN AN UNDERSTANDING OF HEALTH-RELATED CHARACTERISTICS OF THE REGION'S POPULATION, INCLUDING DEMOGRAPHIC, SOCIO-ECONOMIC, GEOGRAPHIC, HEALTH STATUS, CARE SEEKING, AND ACCESS TO CARE CHARACTERISTICS. THIS INVOLVED QUANTITATIVE AND QUALITATIVE DATA ANALYSIS, INCLUDING, TO THE EXTENT POSSIBLE, AN ANALYSIS OF CHANGES OVER TIME. PHASE I, CATEGORIZED AS PRELIMINARY ASSESSMENT, INVOLVED A RIGOROUS AND COMPREHENSIVE REVIEW OF EXISTING QUANTITATIVE INCLUDING A REVIEW OF US CENSUS DATA AND DATA ON SOCIAL DETERMINANTS OF HEALTH, VITAL STATISTICS INCLUDING DETAIL FROM THE CANCER REGISTRY, COMMUNICABLE DISEASE REGISTRY AND DATA FROM THE BEHAVIORAL RISK FACTOR SURVEY SYSTEM. PHASE I ALSO INCLUDED A SERIES OF INTERVIEWS WITH COMMUNITY STAKEHOLDERS. PHASE II INVOLVED A MORE TARGETED ASSESSMENT OF NEED AND BROADER COMMUNITY ENGAGEMENT ACTIVITIES THAT INCLUDED FOCUS GROUPS WITH HEALTH, SOCIAL SERVICE, AND PUBLIC HEALTH SERVICE PROVIDERS AND CLIENTS, COMMUNITY FORUMS THAT INCLUDED THE COMMUNITY AT-LARGE, AS WELL AS A COMMUNITY HEALTH SURVEY THAT CAPTURED INFORMATION FROM RESIDENTS, SERVICE PROVIDERS, AND OTHER STAKEHOLDERS REGARDING LEADING HEALTH-RELATED PRIORITIES. PHASE III INVOLVED A SERIES OF STRATEGIC PLANNING AND REPORTING ACTIVITIES THAT INVOLVED A BROAD RANGE OF INTERNAL AND EXTERNAL STAKEHOLDERS, THE DEVELOPMENT OF THE CHNA AND IMPLEMENTATION STRATEGY AND CULMINATED IN PRESENTING THE CHNA AND IMPLEMENTATION STRATEGY FOR A VOTE BY THE MAH BOARD OF TRUSTEES.2018 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSDETAIL OF APPROACH AND METHODSJSI CHARACTERIZED HEALTH STATUS AND NEED AT THE TOWN LEVEL. JSI COLLECTED DATA FROM A NUMBER OF SOURCES TO ENSURE A COMPREHENSIVE UNDERSTANDING OF THE ISSUES AND PRODUCED A SERIES OF GEOGRAPHIC INFORMATION SYSTEM (GIS) MAPS WHICH ARE INCLUDED IN THIS REPORT. THE PRIMARY SOURCE OF SECONDARY DATA WAS THROUGH THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH. TESTS OF SIGNIFICANCE WERE PERFORMED, AND STATISTICALLY SIGNIFICANT DIFFERENCES BETWEEN MAH'S SERVICE AREA AND THE COMMONWEALTH OVERALL ARE NOTED WHEN APPLICABLE. THE LIST OF SECONDARY DATA SOURCES INCLUDED:- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2009-2013)- BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), (2013-2014 AGGREGATE)- CHIA INPATIENT DISCHARGES (2011-2013)- MA HOSPITAL INPATIENT DISCHARGES (2008-2012)- MA HOSPITAL ED DISCHARGES (2008-2012)- MA CANCER REGISTRY (2007-2011)- MA COMMUNICABLE DISEASE PROGRAM (2011, 2012, 2013)- MASSACHUSETTS VITAL RECORDS (2014)- MASSACHUSETTS BUREAU OF SUBSTANCE ABUSE SERVICES (BSAS) (2013)2018 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSKEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)JSI CONDUCTED KEY STAKEHOLDER INTERVIEWS WITH 25 COMMUNITY LEADERS AND STAFF MEMBERS AT MAH. A LIST OF KEY INFORMANTS IS INCLUDED IN APPENDIX B TO THE CHNA WHICH IS POSTED ON THE MAH WEBSITE. (SEE LINK WITHIN THIS SUPPORT TO THE FORM 990 SCHEDULE H). THESE INDIVIDUALS WERE CHOSEN TO AMASS A REPRESENTATIVE GROUP OF PEOPLE WHO HAD THE EXPERIENCE NECESSARY TO PROVIDE INSIGHT ON THE HEALTH OF COMMUNITIES IN MAH'S SERVICE AREA. INTERVIEWS WERE CONDUCTED ON THE PHONE OR IN PERSON USING A STANDARD INTERVIEW GUIDE. INTERVIEWS FOCUSED ON IDENTIFYING MAJOR HEALTH ISSUES, INCLUDING POSSIBLE STRATEGIES TO ADDRESS THOSE CONCERNS, AND TARGET POPULATIONS.2018 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSFOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)JSI CONDUCTED KEY STAKEHOLDER INTERVIEWS WITH 25 COMMUNITY LEADERS AND STAFF MEMBERS AT MAH. A LIST OF KEY INFORMANTS IS INCLUDED IN APPENDIX B TO THE CHNA WHICH IS POSTED ON THE MAH WEBSITE. (SEE LINK WITHIN THIS SUPPORT TO THE FORM 990 SCHEDULE H). THESE INDIVIDUALS WERE CHOSEN TO AMASS A REPRESENTATIVE GROUP OF PEOPLE WHO HAD THE EXPERIENCE NECESSARY TO PROVIDE INSIGHT ON THE HEALTH OF COMMUNITIES IN MAH'S SERVICE AREA. INTERVIEWS WERE CONDUCTED ON THE PHONE OR IN PERSON USING A STANDARD INTERVIEW GUIDE. INTERVIEWS FOCUSED ON IDENTIFYING MAJOR HEALTH ISSUES, INCLUDING POSSIBLE STRATEGIES TO ADDRESS THOSE CONCERNS, AND TARGET POPULATIONS.JSI CONDUCTED A SERIES OF EIGHT COMMUNITY AND PROVIDER FOCUS GROUPS IN MAH'S SERVICE AREA TO GATHER CRITICAL COMMUNITY INPUT FROM SERVICE PROVIDERS, COMMUNITY LEADERS AND RESIDENTS. STAFF FROM MAH'S COMMUNITY HEALTH DEPARTMENT CONDUCTED AN ADDITIONAL TWO FOCUS GROUPS ON THEIR OWN. THESE FOCUS GROUPS WERE ORGANIZED IN COLLABORATION WITH MAH'S EXISTING COMMUNITY HEALTH PARTNERS TO LEVERAGE THEIR COMMUNITY CONNECTIONS AND TO HELP ENSURE COMMUNITY PARTICIPATION. IN ADDITION, MAH COORDINATED FOUR COMMUNITY FORUMS WHILE JSI LEAD THE DISCUSSIONS WHICH WERE OPEN AND MARKETED TO THE PUBLIC AT-LARGE. THESE FORUMS TOOK PLACE IN ARLINGTON, CAMBRIDGE, WALTHAM, AND SOMERVILLE. MHA MADE EVERY EFFORT TO PROMOTE THESE EVENTS TO THE COMMUNITY AT LARGE IN ORDER TO RECRUIT PARTICIPANTS. DURING THE COMMUNITY FORUMS, JSI DISCUSSED FINDINGS FROM QUANTITATIVE DATA AND POSED A RANGE OF QUESTIONS TO SOLICIT INPUT ON COMMUNITY IDEAS, PERCEPTIONS AND ATTITUDES, INCLUDING: - WHAT ARE THE LEADING SOCIAL DETERMINANTS OF HEALTH (E.G., HOUSING, POVERTY, FOOD ACCESS, TRANSPORTATION, ETC.)?- WHAT ARE THE LEADING HEALTH CONDITIONS (E.G., DIABETES, HYPERTENSION, ASTHMA, RESPIRATORY DISEASE, ETC.)?- WHICH SEGMENTS OF THE POPULATION ARE MOST VULNERABLE (E.G., IMMIGRANTS, LGBTQ, OLDER ADULTS, ETC.)?- WHAT STRATEGIES WOULD BE MOST EFFECTIVE TO IMPROVING HEALTH STATUS AND OUTCOMES IN THESE AREAS?THE MAH ADVISORY COMMITTEE WAS ALSO INTEGRALLY INVOLVED IN PROVIDING INPUT ON COMMUNITY NEED AND PRIORITIZING THE LEADING HEALTH ISSUES. THE ADVISORY COMMITTEE MET THREE TIMES DURING THE COURSE OF THE ASSESSMENT TO REFINE THE APPROACH, PROVIDE INPUT REGARDING THE ASSESSMENT, AND TO GUIDE THE PRIORITIZATION AND PLANNING PHASE. A FULL LISTING OF ALL COMMUNITY ENGAGEMENT ACTIVITIES IS INCLUDED IN THE CHNA ON THE MAH WEBSITE.2018 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSREVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTSAS NOTED ABOVE, THE CHNA PROCESS WAS DIVIDED INTO THREE PHASES. THE FINAL PHASE, PHASE III, INCLUDED THE FOLLOWING STEPS: - REVIEW OF THE ASSESSMENT'S MAJOR FINDINGS.- IDENTIFY MAH'S COMMUNITY BENEFITS PRIORITY POPULATIONS, GEOGRAPHIC FOCUS, AND COMMUNITY HEALTH PRIORITIES.- ANALYZE MAH'S EXISTING COMMUNITY BENEFITS ACTIVITIES WHICH WERE INFORMED BY THE 2015 CHNA AND SUBSEQUENT IMPLEMENTATION STRATEGY THAT WERE COMPLETED BY MAH DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2015 (TAX YEAR 2014).- 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, 2018 (TAX YEAR 2017). |
| 2018 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS-KEY FINDINGS | THE KEY PRIORITY POPULATIONS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDED SEPTEMBER 30, 2018 WERE: RACIAL AND ETHNIC MINORITIES IMMIGRANTS LOW-INCOME POPULATIONS OLDER ADULTS NON-ENGLISH SPEAKERS LGBTQ MAH'S CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS: MENTAL HEALTH: THERE WAS A CLEAR SENTIMENT AMONG KEY INFORMANTS AND FOCUS GROUP/COMMUNITY FORUM PARTICIPANTS THAT MENTAL HEALTH AFFECTS ALL SEGMENTS OF THE POPULATION, FROM CHILDREN AND YOUTH, TO YOUNG AND MIDDLE-AGED ADULTS, TO ELDERS. THERE WAS ALSO A CLEAR SENTIMENT THAT MENTAL HEALTH HAS A DISPROPORTIONATELY HIGHER IMPACT ON RACIAL/ETHNIC MINORITY, IMMIGRANTS, AND LOW INCOME POPULATIONS AS THESE SEGMENTS ARE MORE LIKELY TO BE IMPACTED BY STRESS AND/OR THE TRAUMA ASSOCIATED WITH RACISM AND DISCRIMINATION. SUBSTANCE USE: OPIOID AND PRESCRIPTION DRUG ABUSE IS AT THE FOREFRONT OF OUR NATIONAL AND REGIONAL DIALOGUE, AND THIS WAS CERTAINLY MENTIONED BY INDIVIDUALS OVER THE COURSE OF THIS ASSESSMENT; INDIVIDUALS STRUGGLING WITH THESE ISSUES OFTEN HAVE VERY SERIOUS AND ACUTE NEEDS THAT MUST BE ADDRESSED QUICKLY AND COMPREHENSIVELY. HOWEVER, IT IS IMPORTANT TO NOTE THAT ALCOHOL, MARIJUANA, AND TOBACCO USE, THOUGH CERTAINLY NOT AS HIGH-PROFILE, WERE ALSO IDENTIFIED AS SIGNIFICANT ISSUES FOR LARGE SWATHS OF THE POPULATION IN THE SERVICE AREA.CHRONIC/COMPLEX CONDITIONS AND THEIR RISK FACTORS: THE ASSESSMENT'S QUANTITATIVE DATA CLEARLY SHOWS THAT MANY COMMUNITIES IN MAH'S CBSA HAVE HIGH RATES FOR MANY OF THE LEADING PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). OF THE SIX TOWNS IN MAH SERVICE AREA, THE CANCER MORTALITY RATE IS SIGNIFICANTLY HIGH IN SOMERVILLE COMPARED TO THE COMMONWEALTH. LOOKING AT THE FOUR LEADING CANCER SITES, SERVICE AREA MORTALITY RATES WERE SIGNIFICANTLY LOWER THAN THE COMMONWEALTH IN SEVERAL MUNICIPALITIES. THE COLORECTAL CANCER MORTALITY RATE WAS SIGNIFICANTLY HIGH IN ARLINGTON COMPARED TO THE COMMONWEALTH OVERALL.HEALTHY AGING: ACCORDING TO QUALITATIVE INFORMATION GATHERED THROUGH INTERVIEWS AND COMMUNITY FORUMS, ELDER HEALTH IS ONE OF THE HIGHEST PRIORITIES FOR THE MAH SERVICE AREA. CHRONIC DISEASE, DEPRESSION, ISOLATION AND FRAGMENTATION OF SERVICES WERE IDENTIFIED AS SOME OF THE LEADING ISSUES FACING THE AREA'S OLDER ADULT POPULATION.SOCIAL DETERMINANTS OF HEALTH: QUANTITATIVE AND QUALITATIVE DATA SHOWED CLEAR GEOGRAPHIC AND DEMOGRAPHIC DISPARITIES RELATED TO THE LEADING SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, HOUSING, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT). THESE ISSUES INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN MAH'S SERVICE AREA. A DOMINANT THEME FROM KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE TREMENDOUS IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS, PARTICULARLY HOUSING, POVERTY, TRANSPORTATION AND FOOD ACCESS, HAVE ON RESIDENTS IN THE SERVICE AREA.HEALTH SYSTEM ISSUES (HEALTH CARE ACCESS): DESPITE THE OVERALL SUCCESS OF THE COMMONWEALTH'S HEATH REFORM EFFORTS, DATA CAPTURED FOR THIS ASSESSMENT SHOWS THAT SEGMENTS OF THE POPULATION, PARTICULARLY LOW INCOME AND RACIALLY/ETHNICALLY DIVERSE POPULATIONS, FACE SIGNIFICANT BARRIERS TO CARE AND STRUGGLE TO ACCESS SERVICES DUE TO LACK OF INSURANCE, COST, TRANSPORTATION, CULTURAL/LINGUISTIC BARRIERS, AND SHORTAGES OF PROVIDERS WILLING TO SERVE MEDICAID INSURED OR LOW INCOME, UNINSURED PATIENTS. AMONG THE SERVICE AREAS SAFETY NET PRIMARY CARE CLINICS, THE UNINSURED RATES RANGE UP TO NEARLY 40%. CHARLES RIVER COMMUNITY HEALTH CENTER, ONE OF MAH'S LEADING COMMUNITY HEALTH / COMMUNITY BENEFITS PARTNERS SERVES THE LARGEST PROPORTION OF UNINSURED PATIENTS OF ANY HEALTH CENTER IN THE COMMONWEALTH. THE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 WILL INFORM MAH'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2019, SEPTEMBER 30, 2020 AND SEPTEMBER 30, 2021.INTERIM CHANGES AND UPDATES TO IMPLEMENTATION STRATEGY BASED ON NEWLY IDENTIFIED COMMUNITY NEEDS--COVID PANDEMICAS PREVIOUSLY NOTED IN THIS FILING, IRC SECTION 501(R)(3) AND THE PROMULGATED REGULATIONS REQUIRE THAT A TAX-EXEMPT HOSPITAL CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ADOPT AN IMPLEMENTATION STRATEGY ADDRESSING COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH THE CHNA AT LEAST ONCE EVERY THREE YEARS. THE PREAMBLE TO THE REGULATIONS PROMULGATED UNDER IRC SECTION 501(R)(3) NOTES THAT THE TREASURY AND THE IRS INTENDED FOR THE CHNA AND IMPLEMENTATION STRATEGY REQUIREMENT TO ESTABLISH CONTINUAL FEEDBACK ON CHNA REPORTS AND A HOSPITAL IS REQUIRED TO CONSIDER COMMENTS RECEIVED RELATED TO THE EXISTING CHNA AND IMPLEMENTATION STRATEGY WHEN ENGAGING IN THE NEXT CHNA PROCESS NOT MORE THAN THREE YEARS AFTER ADOPTION. IN ADDITION, FINAL REGULATIONS DO NOT PROHIBIT IMPLEMENTATION STRATEGIES FROM DISCUSSING HEALTH NEEDS IDENTIFIED THROUGH MEANS OTHER THAN A CHNA, PROVIDED THAT THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE CHNA ARE ALSO DISCUSSED. FINALLY, THERE IS NOTHING IN THE REGULATIONS THAT PROHIBITS A HOSPITAL FROM UPDATING ITS IMPLEMENTATION STRATEGY BASED ON AN OFF-CYCLE CHANGE TO THE COMMUNITY HEALTH NEEDS THAT ARISE. DURING THE PERIOD COVERED BY THIS FILING, OCTOBER 1, 2019 TO SEPTEMBER 30, 2020, THE HEALTH NEEDS OF THE COMMUNITIES SERVED BY MAH, 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 MAH WERE IMPACTED BY THIS UNFORESEEN HEALTH CRISIS AND IN THE ABSENCE OF REGULATORY GUIDANCE TO THE CONTRARY, MAH NEEDED TO QUICKLY REASSESS AND PIVOT TO MEET THE NEW AND PREVIOUSLY UNEXPECTED COMMUNITY NEEDS. AS SUCH, IN RESPONSE TO THE COVID-19 CRISIS MAH'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.MAH DEDICATED SIGNIFICANT TIME AND RESOURCES TO RESPOND TO NEEDS RELATED TO COVID-19. MAH WORKED WITH COMMUNITY PARTNERS AND THE HOSPITAL'S STAFF TO EXPAND ACCESS TO TESTING, PERSONAL PROTECTIVE EQUIPMENT, AND ACCESS TO TANGIBLE NEEDS SUCH AS FOOD AND OTHER ITEMS. THE HOSPITAL ALSO WORKED WITH BILH TO DEVELOP AND DISTRIBUTE WRITTEN MATERIALS (IN NINE LANGUAGES) TO THE COMMUNITIES MOST IMPACTED BY COVID-19 TO HELP SLOW THE SPREAD OF THE VIRUS AND DELINEATE WHERE RESIDENTS COULD ACCESS SERVICES AND RESOURCES IN THEIR COMMUNITY. THE ACTIONS TAKEN TOWARD ADDRESSING THESE NEEDS ARE INCLUDED FURTHER IN THIS NARRATIVE SUPPORT ALONG WITH MAH'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 AVAILABLEMAH STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY.AS NOTED ABOVE, MAH COMPLETED ITS MOST RECENT CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2018 (TAX YEAR 2017). THAT CHNA AND APPENDIX WITH DETAILED INFORMATION IS AVAILABLE ON THE MAH WEBSITE AT:HTTPS://WWW.MOUNTAUBURNHOSPITAL.ORG/APP/FILES/PUBLIC/A9D63E6D-7FD9-4213-881F-F479D4815B06/2018-COMMUNITY-HEALTH-NEEDS-ASSESSMENT.PDFIN ADDITION TO THE CHNA, MAH COMPLETED ITS MOST RECENT IMPLEMENTATION STRATEGY DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2018 (TAX YEAR 2017). THE IMPLEMENTATION STRATEGY IS AVAILABLE ON THE MAH WEBSITE AT:HTTPS://WWW.MOUNTAUBURNHOSPITAL.ORG/APP/FILES/PUBLIC/55DA6909-187C-4216-81C5-1574AFF75E9D/2018-COMMUNITY-HEALTH-IMPLEMENTATION-PLAN.PDFIN ADDITION, AS NOTED ABOVE, MAH COMPLETED ITS PREVIOUS CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2015 (TAX YEAR 2014). THAT CHNA IS AVAILABLE ON THE MAH WEBSITE AT:HTTPS://WWW.MOUNTAUBURNHOSPITAL.ORG/APP/FILES/PUBLIC/BB8694B4-B5DB-41BA-9F7A-0F4F83811CF9/NEEDS-ASSESSMENT-2015.PDFFINALLY, THE IMPLEMENTATION STRATEGY ASSOCIATED WITH THE CHNA COMPLETED DURING MAH'S FISCAL YEAR ENDED SEPTEMBER 30, 2015 (TAX YEAR 2014) IS AVAILABLE ON THE MAH WEBSITE AT:HTTPS://WWW.MOUNTAUBURNHOSPITAL.ORG/APP/FILES/PUBL |
| COMMUNITY HEALTH NEEDS ASSESSMENTADDRESSING COMMUNITY HEALTH NEEDS | AS NOTED ABOVE, MAH'S MOST RECENT CHNA AND IMPLEMENTATION STRATEGY WERE CONDUCTED AND APPROVED BY THE BOARD DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2018. THAT CHNA AND IMPLEMENTATION STRATEGY INFORMED THE COMMUNITY BENEFITS MISSION AND ACTIVITIES OF MAH FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, SEPTEMBER 30, 2020 AND WILL CONTINUE TO INFORM THE HOSPITAL'S COMMUNITY BENEFITS MISSION AND ACTIVITIES FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2021. A SUMMARY OF MAH'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, MAH 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 PRIORITY AREA ARE LISTED BELOW.PRIORITY AREA 1: REDUCE THE BURDEN OF MENTAL HEALTH (PREVENTION, OUTREACH/IDENTIFICATION, AND RECOVERY SUPPORT)GOAL 1: DECREASE STIGMA ASSOCIATED WITH MENTAL HEALTH GOAL 2: INCREASE ACCESS TO MENTAL HEALTH EDUCATION, SCREENING, REFERRAL, NAVIGATION, AND OTHER SUPPORTIVE SERVICESPRIORITY AREA 2: REDUCE BURDEN OF SUBSTANCE USE/MISUSE (PREVENTION, OUTREACH/IDENTIFICATION, AND RECOVERY SUPPORT)GOAL 1: DECREASE STIGMA ASSOCIATED WITH SUBSTANCE USE / MISUSEGOAL 2: INCREASE ACCESS TO SUBSTANCE USE EDUCATION, SCREENING, REFERRAL, NAVIGATION SUPPORT, TREATMENT, AND RECOVERY SERVICESPRIORITY AREA 3: REDUCE PREVALENCE AND BURDEN OF CHRONIC AND COMPLEX CONDITIONSGOAL 1: INCREASE ACCESS TO HEALTH EDUCATION, SCREENING, AND CHRONIC DISEASE MANAGEMENT GOAL 2: INCREASE ACCESS TO LUNG SCREENING PRIORITY AREA 4: PROMOTE HEALTHY AGING AND ABILITY OF OLDER ADULTS (65+) TO LIVE INDEPENDENTLYGOAL 1: PROMOTE HEALTH AGING AND INDEPENDENT LIVINGGOAL 2: REDUCE FALLS AMONG OLDER ADULTSPRIORITY AREA 5: CROSS-CUTTING ISSUES OF SOCIAL DETERMINANTS OF HEALTH AND HEALTH SYSTEM STRENGTHENING/ACCESS TO CARE GOAL 1: PROMOTE HEALTH EQUITY AND REDUCE DISPARITIES FOR THOSE FACING RACISM AND DISCRIMINATION GOAL 2: PROMOTE EQUITABLE CARE AND SUPPORT FOR THOSE WITH LIMITED ENGLISH PROFICIENCY GOAL 3: PROMOTE HEALTH EQUITY FOR LGBTQ POPULATIONS GOAL 4: DEVELOP PARTNERSHIPS WITH LOCAL HOUSING AUTHORITY PROGRAMS GOAL 5: SUPPORT WORKFORCE DEVELOPMENT GOAL 6: SUPPORT TRANSPORTATION EQUITYGOAL 7: PROMOTE HEALTHY EATINGGOAL 8: PROMOTE HEALTH EQUITY AND REDUCE DISPARITIES FOR THOSE FACING RACISM AND DISCRIMINATION GOAL 9: INCREASE ACCESS TO HEALTH INSURANCE AND PUBLIC ASSISTANCE PROGRAMS GOAL 10: PROMOTE RESILIENCE AND EMERGENCY PREPAREDNESS GOAL 11: PROMOTE RESILIENCE AND EMERGENCY PREPAREDNESS PROMOTE CROSS-SECTOR COLLABORATION AND PARTNERSHIPCOMMUNITY HEALTH NEEDS ASSESSMENT APPROACH TO ADDRESSING HEALTH NEEDS (SCHEDULE H, PART V, SECTION B, LINE 11)MAH 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 MAH OPERATES AND SUPPORTS TO IMPROVE HEALTH OUTCOMES OF THEIR TARGET POPULATIONS THROUGHOUT THEIR PRIORITY NEIGHBORHOODS.MAH HAS BEEN A LEADER IN CREATING A MYRIAD OF COMMUNITY BENEFITS PROGRAMS THAT ADDRESS THE SOCIAL DETERMINANTS OF HEALTH. PROGRAMS INCLUDE THE FOOD ACCESS PROGRAMS SUCH AS ARLINGTON EATS, COMMUNITY HEALTH NETWORK AREA-17 AND PROGRAMS TO ADDRESS RACIAL EQUITY, COLLABORATIONS WITH LOCAL HOUSING AUTHORITIES, DONATIONS TO SUPPORT HIGH NEED POPULATIONS, AND WORKFORCE DEVELOPMENT PROGRAMS. IN FY20, MAH PROVIDED EMERGENCY MEDICAL CARE TO SEXUAL ASSAULT SURVIVORS IN THE EMERGENCY DEPARTMENT. MAH ALSO PROVIDED NEEDED FUNDING TO LOCAL HEALTH DEPARTMENTS TO EXPAND ACCESS TO CARE, AND FUNDS TO LOCAL HOUSING AUTHORITIES TO BRIDGE THE DIGITAL DIVIDE AND ADDRESS FOOD INSECURITY. MAH IS ROOTED IN PROVIDING HEALTHCARE TO POPULATIONS WHO HAVE HISTORICALLY NOT HAD PROPER ACCESS TO CARE. MAH CONTINUES TO EXPAND ACCESS THROUGHOUT THEIR CBSA BY SUPPORTING CHNA 17 AND LOCAL COALITIONS. A FULL UPDATE ON MAH'S HEALTH PRIORITIES AND ASSOCIATED GOALS IS INCLUDED BELOW.FY20 SCHEDULE HIMPLEMENTATION STRATEGY UPDATEPRIORITY AREA 1: REDUCE THE BURDEN OF MENTAL HEALTH (PREVENTION, OUTREACH/IDENTIFICATION, AND RECOVERY SUPPORT)AS NOTED EARLIER IN THIS UPDATE, THERE WAS A CLEAR SENTIMENT AMONG KEY INFORMANTS AND FOCUS GROUP/COMMUNITY FORUM PARTICIPANTS THAT MENTAL HEALTH AFFECTS ALL SEGMENTS OF THE POPULATION, FROM CHILDREN AND YOUTH, TO YOUNG AND MIDDLE-AGED ADULTS, TO ELDERS. THERE WAS ALSO A CLEAR SENTIMENT THAT MENTAL HEALTH HAS A DISPROPORTIONATELY HIGHER IMPACT ON RACIAL/ETHNIC MINORITY, IMMIGRANTS, AND LOW INCOME POPULATIONS AS THESE SEGMENTS ARE MORE LIKELY TO BE IMPACTED BY STRESS AND/OR THE TRAUMA ASSOCIATED WITH RACISM AND DISCRIMINATION. 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. GOAL 1: DECREASE STIGMA ASSOCIATED WITH MENTAL HEALTHPROGRAMMATIC OBJECTIVES: 1.1 INCREASE AWARENESS OF MENTAL ILLNESS AND REDUCE STIGMA 1.2 INCREASE EDUCATIONAL OPPORTUNITIES RELATED TO THE IMPORTANCE AND IMPACT OF SOCIAL DETERMINANTS1.3 PROMOTE MENTAL HEALTH EDUCATION INCREASE ACCESS TO LOW COST HEALTHY FOODS WITH AN EMPHASIS ON PRIORITY POPULATIONS SEGMENTSCOMMUNITY ACTIVITIES/STRATEGIES: ORGANIZE SUPPORT GROUPS FOR THOSE SUFFERING FROM OR RECOVERING FROM MENTAL ILLNESS OR EMOTIONAL DISTRESS SUPPORT COMMUNITY HEALTH NETWORK AREA (CHNA) 17 IN THEIR EFFORTS TO ADDRESS MENTAL ILLNESS IN AFRICAN AMERICAN/BLACK POPULATIONS AND OTHER VULNERABLE SEGMENTS FACING DISCRIMINATION METRICS AND STATUS UPDATE: PROVIDED THREE EIGHT-WEEK LONG SUPPORT GROUPS FOR 29 PARTICIPANTS. PROVIDED FUNDING TO CHNA 17 TO SUPPORT THEIR MISSION OF ADVANCING RACIAL EQUITY AND MENTAL HEALTH.COMMUNITY PARTNERS: NATIONAL COUNCIL ON BEHAVIORAL HEALTH, CHNA 17, LOCAL POLICE AND FIRE DEPARTMENTS, LOCAL DPH, WAYSIDE YOUTH AND FAMILY SERVICESGOAL 2: INCREASE ACCESS TO MENTAL HEALTH EDUCATION, SCREENING, REFERRAL, NAVIGATION, AND OTHER SUPPORTIVE SERVICESPROGRAMMATIC OBJECTIVES: 1.1 INCREASE REFERRAL AND ENGAGEMENT RATES FOR THOSE SCREENED OR IDENTIFIED AS IN NEED OF SERVICES, WITH AN EMPHASIS ON PRIORITY POPULATIONS 1.2 INCREASE ACCESS TO NAVIGATION AND OTHER SUPPORTIVE SERVICES FOR THOSE WITH MENTAL ILLNESS 1.3 INCREASE SUPPORT FOR THOSE AFFECTED BY TRAUMA, DOMESTIC VIOLENCE, AND EMOTIONAL DISTRESS 1.4 INCREASE THE NUMBER OF OLDER ADULTS LIVING INDEPENDENTLY IN THEIR HOMESCOMMUNITY ACTIVITIES/STRATEGIES: ORGANIZE AND FACILITATE PEER SUPPORT GROUP FOR THOSE IN EMOTIONAL DISTRESS OR EXPERIENCING GRIEF ORGANIZE AND SUPPORT MINDFULNESS PROGRAMS FOR COMMUNITY MEMBERS IN RESPONSE TO COVID-19 PROVIDE HEALTH EDUCATION, RAISE AWARENESS AND INCREASE ACCESS TO NEEDED SERVICES BY ORGANIZING EDUCATIONAL EVENTS CONDUCTED BY MEDICAL RESIDENTS IN THE COMMUNITY SOCIAL WORKERS TO ATTEND COMMUNITY MEETINGS WHERE THEY SHARE BEST PRACTICES, IDENTIFY OPPORTUNITIES TO IMPROVE COLLABORATIONS AND OPTIMIZE HEALTH FOR VULNERABLE COMMUNITY MEMBERS. PROVIDE GRANT SUPPORT AND FUNDING FOR LOCAL DPH TO SUPPORT EVIDENCE-BASED PROGRAMS THAT PROMOTE MENTAL HEALTH EDUCATION AND PREVENTION SERVICESMETRICS AND STATUS UPDATE: STAFF TRAINED ON THE EVIDENCED BASED MINDFULNESS BASED STRESS REDUCTION PROGRAM. MAH IS NOW ABLE TO PROVIDE THIS PROGRAM TO COMMUNITY MEMBERS IN FY21. RESIDENT PROGRAM WAS NOT ABLE TO RUN DUE TO COVID-19 IN FY20. SOCIAL WORKERS ATTENDED OVER 50 COMMUNITY MEETINGS TO SHARE BEST PRACTICES AND IMPROVE TRANSITIONS OF PATIENTS FOR OPTIMAL HEALTH. PROVIDED FUNDING TO LOCAL HEALTH DEPARTMENTS TO SUPPORT A SPEAKER SERIES IN BELMONT ON YOUTH MENTAL HEALTH AND RESILIENCE. PROVIDED FUNDING TO LOCAL HEALTH DEPARTMENTS TO SUPPORT A VIRTUAL PROGRAM FOR YOUTH IN SOMERVILLE WHICH DISCUSSED RACIAL EQUITY AND YOUTH MENTAL HEALTH. 24 YOU PARTICIPATED AND RESOURCES WERE PROVIDED FOR ALL HIGH SCHOOL STUDENTS. PROVIDED FUNDING TO INCREASE THE CAPACITY FOR YOUTH MENTAL HEALTH FIRST AID (MHFA) TRAINING. 72 TRAINING UNITS WHICH PROVIDED ACCESS FOR 72 YOUTH WORKERS TO BE TRAINED IN MHFACOMMUNITY PARTNERS: CHNA 17, SCES, YOUTH ON FIRE, AIDS ACTION COMMITTEE, LOCAL DPH DEPARTMENTS, PRO AMBULANCE EMS |
| PRIORITY AREA 2: REDUCE BURDEN OF SUBSTANCE USE/MISUSE | (PREVENTION, OUTREACH/IDENTIFICATION, AND RECOVERY SUPPORT)DURING THE CHNA PROCESS, OPIOID AND PRESCRIPTION DRUG ABUSE WAS MENTIONED THROUGHOUT. IN PARTICULAR, IT WAS NOTED THAT INDIVIDUALS STRUGGLING WITH THESE ISSUES OFTEN HAVE VERY SERIOUS AND ACUTE NEEDS THAT MUST BE ADDRESSED QUICKLY AND COMPREHENSIVELY. MAH TAKES A HOLISTIC APPROACH IN ADDRESSING SUBSTANCE USE DISORDERS AND REACHING PEOPLE WHO ARE IN NEED WITHIN THEIR SERVICE AREA. GOAL 1: DECREASE STIGMA ASSOCIATED WITH SUBSTANCE USE/MISUSEPROGRAMMATIC OBJECTIVES: 1.1 INCREASE AWARENESS OF ISSUES RELATED TO SUBSTANCE USE AND REDUCE STIGMA 1.2 PROMOTE SUBSTANCE USE EDUCATIONCOMMUNITY ACTIVITIES/STRATEGIES:ORGANIZE SUPPORT GROUPS FOR THOSE SUFFERING FROM OR RECOVERING FROM SUBSTANCE USE AND THEIR FAMILIES/CAREGIVERS SUPPORT CHNA-17 IN THEIR EFFORTS TO ADDRESS MENTAL ILLNESS/SUBSTANCE USE IN AFRICAN AMERICAN/BLACK POPULATIONS AND OTHER POPULATIONS FACING DISCRIMINATION METRICS AND STATUS UPDATE:STAFF COLLABORATED WITH THE OUTPATIENT PSYCHIATRIC DEPARTMENT TO CREATE A FAMILY AND FRIENDS OF OPIOID USERS' EDUCATION AND SUPPORT GROUP PROGRAM. A FACILITATOR WAS TRAINED.FUNDING WAS PROVIDED IN WATERTOWN TO SUPPORT A COORDINATED "ERASE THE STIGMA OF SUBSTANCE USE" EVENT AND PANEL DISCUSSION. THIS EVENT REACHED RESIDENTS COMMUNITY WIDE THROUGH CABLE ACCESS NETWORK, YOUTUBE AND WEBSITE POSTINGS OF MATERIALS AND RESOURCES.A RESOURCE BROCHURE WAS CREATED FOR THOSE SEEKING RESOURCES FOR SUBSTANCE USE TREATMENT.COMMUNITY PARTNERS: NATIONAL COUNCIL ON BEHAVIORAL HEALTH, CHNA-17, LOCAL POLICE AND FIRE DEPARTMENTS, LOCAL HEALTH DEPARTMENTS, WAYSIDE YOUTH AND FAMILY SERVICES GOAL 2: INCREASE ACCESS TO SUBSTANCE USE EDUCATION, SCREENING, REFERRAL, NAVIGATION SUPPORT, TREATMENT, AND RECOVERY SERVICESPROGRAMMATIC OBJECTIVES: 1.1 INCREASE AWARENESS OF SUBSTANCE USE / MISUSE 1.2 PROMOTE ACCESS TO SUBSTANCE USE SERVICES1.3 REDUCE INAPPROPRIATE USE OF ED AND OTHER ACUTE CARE SERVICES 1.4 IDENTIFY AND REDUCE BARRIERS TO SUBSTANCE USE SERVICES1.5 INCREASE ACCESS TO PEER SUPPORT GROUPS FOR THOSE IN RECOVERY AND FAMILY MEMBERS OF THOSE IN RECOVERYCOMMUNITY ACTIVITIES/STRATEGIES: PROVIDE GRANT SUPPORT TO LOCAL HEALTH DEPARTMENTS TO SUPPORT EVIDENCE-BASED PROGRAMS THAT PROMOTE SUBSTANCE USE EDUCATION AND PREVENTION SERVICESSOCIAL WORKERS TO ATTEND COMMUNITY MEETINGS WHERE THEY SHARE BEST PRACTICES, IDENTIFY OPPORTUNITIES TO IMPROVE COLLABORATIONS AND OPTIMIZE HEALTH FOR VULNERABLE COMMUNITY MEMBERSPROMOTE AWARENESS AND PARTICIPATION OF THE MIDDLESEX DA OPIOID TASK FORCEMETRICS AND STATUS UPDATE: CREATED A RESOURCE BROCHURE PARTICULARLY FOR THOSE SEEKING RESOURCES FOR SUBSTANCE USE. SOCIAL WORKERS ATTENDED COMMUNITY MEETINGS WHERE THEY SHARED BEST PRACTICES, IDENTIFIED OPPORTUNITIES TO IMPROVE COLLABORATIONS, AND OPTIMIZED HEALTH FOR VULNERABLE COMMUNITY MEMBERS.COLLABORATED WITH THE MIDDLESEX DA TO HOST THE METRO REGION OPIOID TASK FORCE ON AN ONGOING BASIS.COMMUNITY PARTNERS: CHNA 17, SMART RECOVERY, PREVENTION AND RECOVERY CENTER, CASPAR, HEALTHY WALTHAM, CRCHC, NATIONAL COUNCIL ON BEHAVIORAL HEALTH, SUBSTANCE USE STAKEHOLDER TASK FORCE, MIDDLESEX DAPRIORITY AREA 3: REDUCE PREVALENCE AND BURDEN OF CHRONIC AND COMPLEX CONDITIONSTHE ASSESSMENT'S QUANTITATIVE DATA CLEARLY SHOWS THAT MANY COMMUNITIES IN MAH'S CBSA HAVE HIGH RATES FOR MANY OF THE LEADING PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). OF THE SIX TOWNS IN MAH SERVICE AREA, THE CANCER MORTALITY RATE IS SIGNIFICANTLY HIGH IN SOMERVILLE COMPARED TO THE COMMONWEALTH. LOOKING AT THE FOUR LEADING CANCER SITES, SERVICE AREA MORTALITY RATES WERE SIGNIFICANTLY LOWER THAN THE COMMONWEALTH IN SEVERAL MUNICIPALITIES. THE COLORECTAL CANCER MORTALITY RATE WAS SIGNIFICANTLY HIGH IN ARLINGTON COMPARED TO THE COMMONWEALTH OVERALL. IN SOME PEOPLE, THESE CONDITIONS HAVE UNDERLYING GENETIC ROOTS THAT ARE HARDER 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. GOAL 1: INCREASE ACCESS TO HEALTH EDUCATION, SCREENING, AND CHRONIC DISEASE MANAGEMENT PROGRAMMATIC OBJECTIVES: 1.1 INCREASE THE NUMBER OF ADULTS WHO RECEIVE HEALTH EDUCATION, SCREENING, AND OR REFERRAL FOR DIABETES, HYPERTENSION, ASTHMA, CANCER, AND OTHER CHRONIC/COMPLEX CONDITIONS 1.2 ORGANIZE CANCER EDUCATION, SCREENING, AND REFERRAL EVENTS1.3 ORGANIZE SCREENING EVENTS THAT INCLUDE HEALTH EDUCATION AND REFERRAL FOR SELF-MANAGEMENT SUPPORT FOR PRIORITY POPULATIONS COMMUNITY ACTIVITIES/STRATEGIES: PROVIDE ADULTS WITH HEALTH EDUCATION REGARDING RISK FACTORS AND HEALTHY BEHAVIORS IN SETTINGS CONVENIENT TO VULNERABLE COMMUNITY MEMBERS COLLABORATE WITH COMMUNITY PARTNERS TO PROVIDE CHRONIC DISEASE SELF-MANAGEMENT CLASSES FOR PRIORITY POPULATIONSPROVIDE BLOOD PRESSURE SCREENINGS IN COMMUNITY SETTINGSCONDUCT STROKE EDUCATION IN COMMUNITY SETTINGS AND VIRTUALLYPROVIDE GRANT SUPPORT TO LOCAL HEALTH DEPARTMENTS TO SUPPORT EVIDENCE-BASED PROGRAMS THAT PROMOTE HEALTH EDUCATION, SCREENING, AND CHRONIC DISEASE MANAGEMENT FOR PRIORITY POPULATIONSCOLLABORATE WITH COMMUNITY PARTNERS TO PROVIDE HEALTHY EATING FOR SUCCESSFUL LIVING IN OLDER ADULTS PROGRAMSMETRICS AND STATUS UPDATE: PROVIDED 24 BLOOD PRESSURE CLINICS IN THE COMMUNITY FOR ELDERS.593 ELDERS ATTENDED CLINICS AND RECEIVED EDUCATION ON THE SIGNS AND SYMPTOMS OF HIGH BLOOD PRESSURE AND STROKE.COLLABORATED WITH BELMONT SENIOR CENTER TO PROVIDE A CHRONIC DISEASE SELF-MANAGEMENT CLASS. 10 PARTICIPANTS COMPLETED CLASS.CREATED A FALLS PREVENTION VIRTUAL PRESENTATION PROGRAM THAT WILL NOW BE READY FOR THE FY21.THROUGH THE HERTZSTEIN WELLNESS CENTER PROVIDED FREE ALTERNATIVE THERAPY APPOINTMENTS WHICH INCLUDED REIKI, THERAPEUTIC MUSIC, YOGA AND PAINT BREAK CLASSES. OVER 500 FREE APPOINTMENTS/ENCOUNTERS TOOK PLACE.STROKE NURSE NAVIGATOR PROVIDES ONGOING STROKE EDUCATION AND SUPPORT FOR PATIENTS AND THEIR FAMILIES.COMMUNITY PARTNERS: LOCAL COUNCILS ON AGING, WALTHAM HIGH SCHOOL, CAMBRIDGE LEARNING CENTER, WALTHAM FAMILY SCHOOL, CASPAR, SCES, SCALE, CRCHC, AMERICAN LUNG ASSOCIATION, HEALTHY LIVING CENTER OF EXCELLENCEGOAL 2: INCREASE ACCESS TO LUNG SCREENINGS PROGRAMMATIC OBJECTIVES: 1.1 ORGANIZE CANCER EDUCATION, SCREENING EVENTS. COMMUNITY ACTIVITIES/STRATEGIES: PROVIDE EDUCATION ON LUNG CANCER SCREENING GUIDELINESMETRICS AND STATUS UPDATE: PROVIDED LUNG SCREENING EDUCATION TO CASPAR RESIDENTS IN SOMERVILLE. PROVIDED 1 SESSION FOR 10 RESIDENTS. UNABLE TO PROVIDE ADDITIONAL SESSIONS DUE TO PANDEMICCOMMUNITY PARTNERS: LOCAL COUNCILS ON AGING, WALTHAM HIGH SCHOOL, CAMBRIDGE LEARNING CENTER, WALTHAM FAMILY SCHOOL, CASPAR, SCES, SCALE, CRCHC, AMERICAN LUNG ASSOCIATION, HEALTHY LIVING CENTER OF EXCELLENCEPRIORITY AREA 4: PROMOTE HEALTHY AGING AND ABILITY OF OLDER ADULTS (65+) TO LIVE INDEPENDENTLYOLDER ADULTS ARE MUCH MORE LIKELY TO DEVELOP CHRONIC ILLNESSES AND RELATED DISABILITIES SUCH AS HEART DISEASE, HYPERTENSION AND DIABETES AS WELL AS CONGESTIVE HEART FAILURE, DEPRESSION, ANXIETY, ALZHEIMER'S DISEASE, PARKINSON'S DISEASE AND DEMENTIA. THEY ALSO MAY LOSE THE ABILITY TO LIVE INDEPENDENTLY AT HOME. ACCORDING TO QUALITATIVE INFORMATION GATHERED THROUGH INTERVIEWS AND COMMUNITY FORUMS, ELDER HEALTH IS ONE OF THE HIGHEST PRIORITIES FOR THE MAH SERVICE AREA. CHRONIC DISEASE, DEPRESSION, ISOLATION AND FRAGMENTATION OF SERVICES WERE IDENTIFIED AS SOME OF THE LEADING ISSUES FACING THE AREA'S OLDER ADULT POPULATION.THE FOLLOWING GOALS WERE ESTABLISHED BY THE MAH STEERING COMMITTEE TO RESPOND TO THE CHNA AND THE STRATEGIC PLANNING PROCESS. GOAL 1: PROMOTE HEALTHY AGING AND INDEPENDENT LIVINGPROGRAMMATIC OBJECTIVES: 1.1 INCREASE ACCESS TO LOW COST HEALTHY FOODS FOR VULNERABLE POPULATION SEGMENTS 1.2 INCREASE AWARENESS OF HEALTHY LIFESTYLE CHANGES 1.3 REDUCE ELDER HEALTH ISOLATION1.4 INCREASE ACCESS TO PERSONAL EMERGENCY RESPONSE SERVICESCOMMUNITY ACTIVITIES/STRATEGIES: PROVIDE GRANT SUPPORT LOCAL HEALTH DEPARTMENTS TO SUPPORT EVIDENCE-BASED PROGRAMS THAT PROMOTE HEALTHY AGING AND INDEPENDENT LIVING ORGANIZE HEALTHY EATING FOR SUCCESSFUL LIVING IN OLDER ADULTS EVENTS FOR PRIORITY POPULATIONSENROLL COMMUNITY MEMBERS IN SNAP AND OTHER PUBLIC ASSISTANCE PROGRAMSPROVIDE LOW COST ACCESS TO PERSONAL EMERGENCY RESPONSE SERVICES (LIFELINE)DEVELOP RELATIONSHIPS WITH ELDER SERVING ORGANIZATIONS TO SHARE BEST PRACTICES AND IMPROVE ACCESS TO CARE |
| METRICS AND STATUS UPDATE: | CAREGIVERS SUPPORT GROUP WAS CREATED FOR THOSE WHO CARE FOR A LOVED ONE SUFFERING FROM ALZHEIMER'S DISEASE OR DEMENTIA.THE CARING FOR THE CAREGIVER SUPPORT GROUP MET OVER 20 TIMES IN FY20. OVER 50 PEOPLE PARTICIPATED THROUGHOUT THE YEAR.COLLABORATED WITH WALTHAM COUNCIL ON AGING AND PROVIDED THE HEALTHY EATING FOR SUCCESSFUL LIVING PROGRAM. 12 PARTICIPANTS COMPLETED THE CLASS.OVER 1,000 ELIGIBLE ELDERS AND OR DISABLED ADULTS RECEIVED A PERSONAL EMERGENCY RESPONSE SYSTEM AT BELOW COST.PROVIDED AN OPPORTUNITY WHERE 558 OLDER ADULT VOLUNTEERS GAVE 8,843 HOURS OF SERVICE TO THE HOSPITAL. THE GOAL OF THIS PROGRAM IS TO IMPROVE SELF-WORTH AND SELF CONFIDENCE FOR THE OLDER ADULT POPULATION AS WELL AS REDUCE SOCIAL ISOLATION.CERTIFIED FINANCIAL COUNSELORS HELP PATIENTS AND COMMUNITY MEMBERS ENROLL IN PUBLIC ASSISTANCE PROGRAMSCOMMUNITY PARTNERS: LIVE WELL WATERTOWN, LOCAL COUNCILS ON AGING, LIFELINE SERVICES, WALTHAM CONNECTIONS, ELDER SERVICES TASK FORCE, HEALTHY LIVING CENTER OF EXCELLENCE, LOCAL HEALTH DEPARTMENTSGOAL 2: REDUCE FALLS AMONG OLDER ADULTSPROGRAMMATIC OBJECTIVES: 1.1 REDUCE FEAR OF FALLING1.2 INCREASE CONFIDENCE LEVELS IN OLDER ADULTS1.3 INCREASE ACTIVITY LEVELS COMMUNITY ACTIVITIES/STRATEGIES: PROVIDE FALL PREVENTION EDUCATION TO COMMUNITY MEMBERSMETRICS AND STATUS UPDATE: THE FALLS PREVENTION PROGRAM WAS PAUSED DUE TO COVID-19. A VIRTUAL PROGRAM WAS DEVELOPED THIS YEAR AND IS READY FOR FY21.COMMUNITY PARTNERS: LIVE WELL WATERTOWN, LOCAL COUNCILS ON AGING, LIFELINE SERVICES, WALTHAM CONNECTIONS, ELDER SERVICES TASK FORCE, HEALTHY LIVING CENTER OF EXCELLENCE, LOCAL HEALTH DEPARTMENTSPRIORITY AREA 5: CROSS-CUTTING ISSUES OF SOCIAL DETERMINANTS OF HEALTH AND HEALTH SYSTEM STRENGTHENING/ACCESS TO CARE QUANTITATIVE AND QUALITATIVE DATA SHOWED CLEAR GEOGRAPHIC AND DEMOGRAPHIC DISPARITIES RELATED TO THE LEADING SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, HOUSING, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT). THESE ISSUES INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN MAH'S SERVICE AREA. A DOMINANT THEME FROM KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE TREMENDOUS IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS, PARTICULARLY HOUSING, POVERTY, TRANSPORTATION AND FOOD ACCESS, HAVE ON RESIDENTS IN THE SERVICE AREA. MAH TAKES A HOLISTIC APPROACH IN ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH. GOAL 1: PROMOTE HEALTH EQUITY AND REDUCE DISPARITIES FOR THOSE FACING RACISM AND DISCRIMINATION PROGRAMMATIC OBJECTIVES: 1.1 ADDRESS UNDERLYING RACIAL AND INSTITUTIONAL INJUSTICES FOR PRIORITY POPULATIONS BY REDUCING BARRIERS TO HEALTH CARE SERVICES AND DISPARITIES IN HEALTH OUTCOMES FOR PRIORITY POPULATIONS COMMUNITY ACTIVITIES/STRATEGIES: SUPPORT CHNA 17'S WORK TO ADDRESS RACISM, PARTICULARLY WITH RESPECT TO BEHAVIORAL HEALTH SERVICES COLLABORATE WITH CHNA 17 IN ITS EFFORTS TO PROVIDE GRANT OPPORTUNITIES/FUNDING FOR COMMUNITY BASED ORGANIZATIONS TO INCREASE AWARENESS AND BREAK DOWN BARRIERS FOR PRIORITY POPULATIONS METRICS AND STATUS UPDATE: MAH LEADERSHIP SIT ON THE STEERING COMMITTEE FOR CHNA 17.PROVIDED FOUR RACIAL EQUITY GRANTS TO LOCAL ORGANIZATIONS TO REDUCE RACIAL INEQUITIES IN MENTAL HEALTH SERVICES FOR MARGINALIZED POPULATIONS. THIS IS THE 2ND YEAR OF A TWO YEAR GRANT PROGRAM.PROVIDED FINANCIAL SUPPORT TO 12 GRADUATE LEVEL STUDENTS OF COLOR IN THE MENTAL HEALTH. THESE STUDENTS SHARED THEIR LIVED EXPERIENCES WITH YOUTH/HIGH SCHOOLS STUDENTS IN A PROGRAM COORDINATED BY CHNA 17.CHNA 17 GREW FROM 71 TO 97 ACTIVE PARTNERS AND CONNECTIONS ACROSS THE NETWORK. THE NETWORK GREW BY 75% FROM THE PREVIOUS YEAR.COMMUNITY PARTNERS: CHNA-17GOAL 2: PROMOTE EQUITABLE CARE AND SUPPORT FOR THOSE WITH LIMITED ENGLISH PROFICIENCY TARGET POPULATION: RACIAL/ETHNIC MINORITY POPULATIONS, IMMIGRANTS, NON-ENGLISH SPEAKERS, AND OLDER ADULTS AND THE LGBTQ COMMUNITYPROGRAMMATIC OBJECTIVES: 1.1 PROMOTE HEALTH LITERACY FOR COMMUNITY MEMBERS 1.2 PROMOTE HEALTH LITERACY AND CULTURAL SENSITIVITY AT MAH COMMUNITY ACTIVITIES/STRATEGIES: PROVIDE HEALTH EDUCATION TO COMMUNITY PARTNERS, AND OTHER ORGANIZATIONS WHICH WORK WITH THOSE WITH LIMITED ENGLISH PROFICIENCY CONDUCT HEALTH EQUITY/DIVERSITY TRAININGS AT MAH AND INCLUDE OTHER CLINICAL AND NON-CLINICAL PARTNERS, AS POSSIBLE AND APPROPRIATEPROVIDE INTERPRETERS FOR MEDICAL APPOINTMENTS FOR LEP PATIENTS AND/OR THOSE WHO REQUEST MEDICAL INTERPRETATION.CONDUCT HEALTH EQUITY/DIVERSITY TRAININGS AT MAHMETRICS AND STATUS UPDATE: MAH'S HEALTH LITERACY AND HEALTH EDUCATION PROGRAM WAS PUT ON HOLD DUE TO THE PANDEMIC.MEDICAL INTERPRETERS PROVIDED OVER 14,000 INDIVIDUAL ENCOUNTERS EITHER FACE TO FACE, VIDEO OR TELEPHONICALLY. OMMUNITY PARTNERS: SCALE, COMMUNITY LEARNING CENTER, WALTHAM FAMILY SCHOOL, WALTHAM HIGH SCHOOL, CRCHC, CHNA 17GOAL 3: PROMOTE HEALTH EQUITY FOR LGBTQ POPULATIONS PROGRAMMATIC OBJECTIVES: 1.1 REDUCE BARRIERS TO CARE AND DISPARITIES IN HEALTH OUTCOMES COMMUNITY ACTIVITIES/STRATEGIES: PROVIDE OR SUPPORT PROGRAMS AND INITIATIVES TO IMPROVE HEALTH AND WELLBEING OF THE LGBTQ POPULATION CONDUCT HEALTH EQUITY/DIVERSITY TRAININGS AT MAH AND INCLUDE OTHER CLINICAL AND NON-CLINICAL PARTNERS, AS POSSIBLE AND APPROPRIATEMETRICS AND STATUS UPDATE: PROVIDED FUNDING TO AIDS ACTION COMMITTEE OF CAMBRIDGE TO SUPPORT THEIR WORK AND MISSION.ACHED LEADER STATUS FOR THE LGBTQ HEALTHCARE EQUALITY INDEX UNDER THE HUMAN RIGHTS COMMISSION FOR 2020COMMUNITY PARTNERS: YOUTH ON FIRE, SCES, AIDS ACTION COMMITTEE, FENWAY HEALTHGOAL 4: DEVELOP PARTNERSHIPS WITH LOCAL HOUSING AUTHORITIES PROGRAMMATIC OBJECTIVES: 1.1 REDUCE THE IMPACTS OF POVERTY IN INCREMENTAL WAYS BY REDUCING THE HEALTH-RELATED BURDENS AND HEALTH ACCESS BARRIERS FOR THOSE IN PUBLIC HOUSINGCOMMUNITY ACTIVITIES/STRATEGIES: EXPLORE WAYS TO REDUCE /ADDRESS HOUSING INSTABILITY METRICS AND STATUS UPDATE: PROVIDED FUNDING TO LOCAL HOUSING AUTHORITIES IN MAH'S SERVICE AREA.CREATED AND IMPLEMENTED A TRACKING SYSTEM FOR THE LANGUAGE ACCESS PLAN IN ARLINGTON. THIS ALLOWED THE ARLINGTON HOUSING AUTHORITY TO BETTER SERVER THOSE WITH LIMITED ENGLISH PROFICIENCY.PROVIDED FUNDING IN BELMONT FOR TOILETRY GIFT BAGS FOR THOSE LIVING IN ELDERLY/DISABLED HOUSING UNITS. IMPROVED THE HEALTH AND WELLBEING OF RESIDENTS IN CAMBRIDGE BY PURCHASING TWO NEW EXERCISE "NU-STEP" MACHINES AND TRAINING FOR RESIDENTS. PROVIDED FUNDING TO THE CAMBRIDGE HOUSING AUTHORITY TO BRIDGE THE DIGITAL DIVIDE BY PURCHASING COMPUTERS FOR THEIR COMMON ROOM WITH TRAINING AVAILABLE FOR RESIDENTS. THIS IMPROVED DIGITAL LITERACY FOR RESIDENTS. RESIDENTS ARE NOW ABLE TO CONNECT WITH FAMILY MEMBERS DURING THE PANDEMIC AND ALSO USE THE COMPUTERS TO CONNECT TO THE WEB.INCREASED ACCESS TO FRESH PRODUCE FOR WALTHAM HOUSING AUTHORITY RESIDENTS BY PURCHASING A REFRIGERATOR AND FREEZER TO COMPLEMENT THEIR FOOD DISTRIBUTION PROGRAM. COMMUNITY PARTNERS: LOCAL HOUSING AUTHORITIESGOAL 5: SUPPORT WORKFORCE DEVELOPMENTPROGRAMMATIC OBJECTIVES: 1.1 INCREASE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR LOW INCOME, MARGINALIZED SEGMENTS OF THE POPULATIONCOMMUNITY ACTIVITIES/STRATEGIES: ORGANIZE AND SUPPORT MENTORSHIP PROGRAMS FOR YOUTH AND ADULTS TO ENHANCE SKILLS/CAREER ADVANCEMENT PROVIDE WORKFORCE DEVELOPMENT WORKSHOPS AND INTERNSHIPSMETRICS AND STATUS UPDATE: COLLABORATED WITH WATERTOWN HIGH SCHOOL TO SUPPORT THE MED SCIENCE PROGRAM WHICH IS AIMED AT ADDRESSING THE GAP IN STEM EDUCATION. 16 STUDENTS FROM WATERTOWN HIGH ATTENDED PROGRAMMING, WHICH INCLUDED ROTATIONS THROUGHOUT THE HOSPITAL WHICH HIGHLIGHTED SCIENCE AND HEALTH CARE EDUCATION. THIS IS AN EIGHT WEEK ON SITE PROGRAM.MAH'S VOLUNTEER SUMMER PROGRAM WHICH GIVES HIGH SCHOOL STUDENTS AN INTERNSHIP OPPORTUNITY AT THE HOSPITAL WAS CANCELLED DUE TO THE PANDEMIC. COMMUNITY PARTNERS: CAMBRIDGE COMMUNITY LEARNING CENTER, CAMBRIDGE WORKS, SCALE |
| GOAL 6: SUPPORT TRANSPORTATION EQUITY | PROGRAMMATIC OBJECTIVES: 1.1 INCREASE ACCESS TO AFFORDABLE, ACCESSIBLE TRANSPORTATION SERVICES COMMUNITY ACTIVITIES/STRATEGIES: PARTICIPATE IN CAMBRIDGE'S TRANSPORTATION TASK FORCE PROVIDE TRANSPORTATION VOUCHERS TO PRIORITY POPULATIONS (E.G., LOW INCOME, OLDER ADULTS, AND OTHER SEGMENTS)METRICS AND STATUS UPDATE: PROVIDED OVER 3,000 RIDES FREE OF CHARGE TO THOSE WHERE TRANSPORTATION IS A BARRIER TO MEDICAL CARE. PARTICIPATED IN THE CAMBRIDGE TRANSPORTATION TASK FORCE IN ORDER TO MEANINGFULLY DISCUSS AND DECIDE ABOUT HOW TO IMPROVE ACCESS TO TRANSPORTATION, SAFE TRANSPORTATION, ENVIRONMENTALLY RESPONSIBLE TRANSPORTATION AND THE REDUCTION OF HARMFUL ELEMENTS DUE TO TRANSPORTATION MODES. SUPPORTED BELMONT COA THROUGH FUNDING TO PROVIDE 296 RIDES FOR UNDERSERVED ELDERS AND DISABLED PERSONS.COMMUNITY PARTNERS: CITY OF CAMBRIDGE, MBTA, LOCAL COUNCILS ON AGING, METRO CAB COMPANY, SCM TRANSPORTATION SERVICESGOAL 7: PROMOTE HEALTHY EATINGPROGRAMMATIC OBJECTIVES: 1.1 INCREASE ACCESS TO AFFORDABLE, NUTRITIONAL FOODS COMMUNITY ACTIVITIES/STRATEGIES: PARTNER WITH WATERTOWN HEALTH DEPARTMENT TO PROVIDE HEALTHY EATING FOR OLDER ADULTS SUPPORT ENROLLMENT EFFORTS WITH RESPECT TO SNAP AT BOTH MAH AND CHARLES RIVER COMMUNITY HEALTH METRICS AND STATUS UPDATE: COLLABORATED WITH WALTHAM COUNCIL ON AGING AND PROVIDED "HEALTHY EATING FOR SUCCESSFUL LIVING" PROGRAM. 12 PARTICIPANTS COMPLETED CLASS. COLLABORATED WITH THE CAMBRIDGE SNAP MATCH PROGRAM BY PROVIDING FUNDING TO THE SNAP MATCH GRANT WHICH IMPROVED ACCESS TO HEALTHY FOODS FOR LOW INCOME SHOPPERS AT THREE FARMERS MARKETS. 66 LOW INCOME RESIDENTS WERE ABLE TO DOUBLE THEIR PURCHASING POWER. COLLABORATING WITH THE WATERTOWN SCHOOL DEPARTMENT BY PROVIDING FUNDING TO SUPPORT THE SCHOOL NUTRITION DEPARTMENT ALLOWING THEM TO EXPAND ACCESS TO THE FREE MEALS PROGRAM. PROVIDED CHARLES RIVER COMMUNITY HEALTH FUNDING TO SUPPORT 60 FOOD INSECURE FAMILIES WITH GROCERY STORE GIFT CARDS TO SUPPLEMENT THEIR FOOD NEEDS. SUPPORTED THE FOOD BUDGET OF SOMERVILLE HOMELESS COALITION TO HELP INCREASE ACCESS OF HEALTHY FOODS FOR THEIR FOOD DELIVERY SERVICE TO HOUSING AND FOOD INSECURE COMMUNITY MEMBERS.COMMUNITY PARTNERS: CRCHC, LIVE WELL WATERTOWN, WATERTOWN HEALTH DEPARTMENT GOAL 8: PROMOTE HEALTH EQUITY AND REDUCE DISPARITIES FOR THOSE FACING RACISM AND DISCRIMINATION PROGRAMMATIC OBJECTIVES: 1.1 PROVIDE EDUCATION ON HOW TO STOP THE SPREAD OF COVID-19 1.2 SUPPORT ORGANIZATIONS WORKING TO IMPROVE ACCESS TO HEALTHY FOODS COMMUNITY ACTIVITIES/STRATEGIES: CREATE AND DISTRIBUTE EDUCATION MATERIALS PROGRAMMING TO INCREASE ACCESS TO FOODMETRICS AND STATUS UPDATE: CREATED AND DISTRIBUTED "STOP THE SPREAD" WRITTEN AND ONLINE MATERIALS. DISTRIBUTED MATERIALS TO 40 COMMUNITY BASED ORGANIZATIONS ELECTRONICALLY. "STOP THE SPREAD FLYER" TRANSLATED AND PROVIDED IN 10 LANGUAGES. 2,500 COPIES IN VARIOUS LANGUAGES WERE DISTRIBUTED THROUGHOUT MAH'S CBSA. SUPPORTED WALTHAM FIELDS COMMUNITY FARM TO SUPPORT THEIR CHANGING NEEDS TO RESPOND TO THE PANDEMIC TO CONTINUE THEIR LOW INCOME FRESH PRODUCE CSA PROGRAM. THIS SUPPORT PROVIDED THE BOXES NEEDED TO SAFELY DISTRIBUTE THE PRODUCE TO THESE FAMILIES. COLLABORATED WITH HEALTHY WALTHAM TO STRATEGICALLY LOOK FOOD SYSTEMS AND INFRASTRUCTURE AS THE PANDEMIC RESULTED IN OVER 100% INCREASE IN FOOD INSECURE RESIDENTS. THIS FUNDING HELPED TO SUPPORT A COMMUNITY WIDE EFFORT TO ADD AN ADDITIONAL FOOD DISTRIBUTION CENTER FOR COMMUNITY MEMBERS. DISTRIBUTION OF COVID-19 TEST KITS TO VARIOUS COMMUNITY LOCATIONS INCLUDING CRHC AND HELPED WITH TRAINING AND SUPPORT. OVER 500 TEST KITS DONATED AND PPE FOR TESTING. PURCHASED 70 BLOOD PRESSURE KITS FOR PRENATAL WOMEN AT CRCH FOR THE PURPOSE OF HOME CHECKS DURING THEIR VIRTUAL APPOINTMENTS DURING THE PANDEMIC. COMMUNITY PARTNERS: LOCAL HEALTH DEPARTMENTSGOAL 9: INCREASE ACCESS TO HEALTH INSURANCE AND PUBLIC ASSISTANCE PROGRAMSPROGRAMMATIC OBJECTIVES: 1.1 PROVIDE ASSISTANCE TO PRIORITY POPULATIONS AND ENROLL THEM IN HEALTH INSURANCE AND OTHER PUBLIC PROGRAMS COMMUNITY ACTIVITIES/STRATEGIES: SUPPORT ENROLLMENT ASSISTANCE ACTIVITIES TO ASSIST COMMUNITY MEMBERS TO ASSESS ELIGIBILITY AND APPLY FOR PUBLIC ASSISTANCE PROGRAMS.METRICS AND STATUS UPDATE: 3.74 FULL TIME EQUIVALENTS PROVIDE SUPPORT AND ENROLLMENT SERVICES, AT BOTH MAH AND CRCH TO SUPPORT COMMUNITY MEMBERS AND PATIENTS THROUGH ENROLLMENT FOR HEALTH INSURANCE AND PUBLIC ASSISTANCE PROGRAMS.COMMUNITY PARTNERS: CAMBRIDGE COMMUNITY LEARNING CENTER, CRCHC, SCALE, WALTHAM FAMILY SCHOOLGOAL 10: PROMOTE RESILIENCE AND EMERGENCY PREPAREDNESSPROGRAMMATIC OBJECTIVES: 1.1 SUPPORT CITIES/TOWNS TO PROMOTE RESILIENCE AND EMERGENCY PREPAREDNESSCOMMUNITY ACTIVITIES/STRATEGIES: PROVIDE EMERGENCY SERVICES TRAINING TO LOCAL CITY/TOWN POLICE AND FIRE DEPARTMENTS. SERVE AS EMS MEDICAL DIRECTORS FOR CAMBRIDGE, ARLINGTON AND BELMONT MEDICAL DISPATCHERS.METRICS AND STATUS UPDATE: HELD MONTHLY PEER REVIEW SESSIONS PROVIDED BY MAH EMERGENCY DEPARTMENT PHYSICIANS FOR EDUCATIONAL PURPOSES. MAH PHYSICIANS SERVE AS EMS MEDICAL DIRECTORS FOR CAMBRIDGE, WATERTOWN, BELMONT, AND LEXINGTON, MIT EMS AND HARVARD UNIVERSITY EMS. PROVIDED MONTHLY EDUCATION SESSIONS AT LOCAL FIRE DEPARTMENTS WHICH REACH 30 STAFF EACH MONTH. SERVE ON STATE AND REGIONAL EMS ADVISORY BOARDS TO LEND MEDICAL OVERSIGHT TO THE REGION.COMMUNITY PARTNERS: LOCAL HEALTH DEPARTMENTS, PROEMS, MIT EMS, LOCAL POLICE AND FIRE DEPARTMENTSGOAL 11: PROMOTE CROSS SECTOR COLLABORATION AND PARTNERSHIPSPROGRAMMATIC OBJECTIVES: 1.1 COLLABORATE AND PARTNER WITH COMMUNITY-BASED ORGANIZATIONS COMMUNITY ACTIVITIES/STRATEGIES: PARTICIPATE ON CHNA 17 STEERING COMMITTEE PROVIDE FINANCIAL AND PROGRAMMATIC SUPPORT TO CHNA 17 PARTICIPATE IN THE CAMBRIDGE TRANSPORTATION TASK FORCE COLLABORATE WITH THE MIDDLESEX DA OFFICE TO BRING EDUCATION TO HOSPITAL STAFF AND COMMUNITY PARTNERS AROUND SUBSTANCE USE INITIATIVES.METRICS AND STATUS UPDATE: MAH IS AN ACTIVE PARTICIPANT ON THE CHNA 17 STEERING COMMITTEE. FUNDING AND PROGRAMMATIC SUPPORT WAS GIVEN TO CHNA 17. MAH IS AN ACTIVE PARTICIPANT IN THE CAMBRIDGE TRANSPORTATION TASK FORCE. MAH IS AN ACTIVE MEMBER OF THE MIDDLESEX DA'S OPIOID TASK FORCE. MAH HOSTED TWO MEETINGS IN FY20 AND THEN MET VIRTUALLY DUE TO THE PANDEMIC. ATTENDED OVER 50 COMMUNITY AND COALITION MEETINGS THROUGHOUT THE YEAR TO SUPPORT CROSS-SECTOR COLLABORATION.COMMUNITY PARTNERS: WALTHAM CONNECTIONS, HEALTHY WALTHAM, LOCAL POLICE DEPARTMENTS, ELDER SERVING AGENCIES, MIDDLESEX DA, LOCAL SUBSTANCE USE SERVICE PROVIDERS, CITY OF CAMBRIDGE, CITY OF SOMERVILLE |
| COMMUNITY PARTNERS | MAH 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. THE HOSPITAL'S COMMUNITY PARTNERS INCLUDE: ALCOHOL ANONYMOUS AMERICAN CANCER SOCIETY AMERICAN LUNG ASSOCIATION ARLINGTON COUNCIL ON AGING ARLINGTON EATS ARLINGTON HEALTH AND HUMAN SERVICES ARLINGTON HOUSING AUTHORITY ARLINGTON POLICE DEPARTMENT ARLINGTON SCHOOL DEPT. ARLINGTON YOUTH COUNSELING CENTER ARLINGTON YOUTH HEALTH AND SAFETY COALITION BEAVERBROOK STEP BELMONT COUNCIL ON AGING BELMONT DEPARTMENT OF PUBLIC HEALTH BELMONT FIRE DEPARTMENT BELMONT FOOD COLLABORATIVE BELMONT HOUSING AUTHORITY BELMONT POLICE DEPARTMENT CAMBRIDGE COUNCIL ON AGING CAMBRIDGE DEPARTMENT OF PUBLIC HEALTH CAMBRIDGE FAMILY AND CHILDREN SERVICES CAMBRIDGE FIRE DEPARTMENT CAMBRIDGE HEALTH ALLIANCE CAMBRIDGE HOUSING AUTHORITY CAMBRIDGE LEARNING CENTER CAMBRIDGE POLICE DEPARTMENT CASPAR INC. CHARLES RIVER COMMUNITY HEALTH CENTER CITY OF CAMBRIDGE COMMUNITY CONVERSATIONS, SISTER TO SISTER COMMUNITY HEALTH NETWORK AREA 17 (CHNA 17) ELDER SERVICES OF MERRIMACK VALLEY HARVARD DIVINITY SCHOOL HARVARD UNIVERSITY EMS HEALTHY LIVING CENTER OF EXCELLENCE HEALTHY WALTHAM HUMAN SERVICE AGENCY LIFELINE IN HOME SERVICES AT MOUNT AUBURN LIVE WELL WATERTOWN MARINO FOUNDATION MASS. DEPARTMENT OF PUBLIC HEALTH MASSACHUSETTS TRANSIT AUTHORITY METRO CAB OF BOSTON MIDDLESEX COMMUNITY COLLEGE MIDDLESEX DISTRICT ATTORNEY OFFICE MIDDLESEX HUMAN SERVICE AGENCY MINUTEMAN SENIOR SERVICES NAACP NASHOBA LEARNING GROUP NATIONAL COUNCIL FOR BEHAVIORAL HEALTH NEWTON WELLESLEY HOSPITAL ON THE RISE PAINE SENIOR SERVICES PROFESSIONAL AMBULANCE EMS QUIT WORKS SALVATION ARMY OF WALTHAM SCHENDERIAN PHARMACY SCM COMMUNITY TRANSPORTATION SOMERVILLE CAMBRIDGE ELDER SERVICES SOMERVILLE CENTER FOR ADULT LEARNING EXPERIENCE (SCALE) SOMERVILLE COUNCIL ON AGING SOMERVILLE DEPARTMENT OF HEALTH AND HUMAN SERVICES SOMERVILLE HOUSING AUTHORITY SOMERVILLE POLICE DEPARTMENT SPRINGWELL ELDER SERVICES THE CAMBRIDGE HOMES TUFTS UNIVERSITY WALTHAM CHALLENGER PROGRAM WALTHAM CONNECTIONS WALTHAM COUNCIL ON AGING WALTHAM FAMILY SCHOOL WALTHAM FIELDS COMMUNITY FARM WALTHAM HEALTH DEPARTMENT WALTHAM HOUSING AUTHORITY WALTHAM PARTNERSHIP FOR YOUTH WALTHAM POLICE DEPARTMENT WATERTOWN BOYS AND GIRLS CLUB WATERTOWN COUNCIL ON AGING WATERTOWN FIRE DEPT. WATERTOWN HEALTH DEPARTMENT WATERTOWN HIGH SCHOOL WATERTOWN HOUSING AUTHORITY WATERTOWN POLICE DEPARTMENT WAYSIDE YOUTH AND FAMILY SERVICES |
| FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION | THE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW MAH CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 8.58% OF MAH'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. COMMUNITY BENEFITS ANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, MAH'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, 2018, 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.MOUNTAUBURNHOSPITAL.ORG/ABOUT-US/COMMUNITY-HEALTH/THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT MAH FILED WITH THE ATTORNEY GENERAL'S OFFICEEMERGENCY CARE ACCESSIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, MAH IS A GENERAL MEDICAL AND SURGICAL HOSPITAL AND TEACHING HOSPITAL, PROVIDING 24 HOUR EMERGENCY MEDICAL CARE TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCEMAH'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 $3,658,988 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A.AS PREVIOUSLY NOTED IN THIS FORM 990, MAH IS ONE OF TEN HOSPITALS WITHIN THE BETH ISRAEL LAHEY HEALTH NETWORK. COMBINED THESE HOSPITALS' NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $3,658,988 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020. OTHER UNCOMPENSATED CHARITY CARE--MEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, MAH 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, MAH GENERATED $18,585,347 RELATED TO TREATING MEDICAID PATIENTS WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY MAH FOR SUCH SERVICES BY $7,819,428 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B.MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND MAH PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, MAH GENERATED $84,166,989 RELATED TO TREATING MEDICARE PATIENTS. THE REVENUE GENERATED BY PROVIDING CARE TO MEDICARE PATIENTS EXCEEDED THE RELATED COSTS BY $1,896,620. OF THESE AMOUNTS, REVENUE OF $5,708,427 IS RELATED TO THE PROVISION OF INPATIENT PSYCHIATRY AND OUTPATIENT PSYCHIATRY 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 $7,297,302. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH MAH 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, MAH 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 4.20%. |
| BAD DEBTS | IN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, MAH 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 $6,609,898 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 FISCAL YEAR ENDED SEPTEMBER 30, 2020 INCLUDE THE ACCOUNTS OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH) AND AFFILIATES. THE FINANCIAL STATEMENTS OF THE SYSTEM ALSO INCLUDE A CONTROLLED AFFILIATE, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP).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 FILING, FOR THE PERIOD COVERED BY THIS FILING, BIDMC SERVED AS THE SOLE MEMBER OF MAH. THE MEDICAL CENTER IS A NATIONALLY RECOGNIZED ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) IS AN INTEGRALLY RELATED PHYSICIAN PRACTICE OF BIDMC AND IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. APHMFP PHYSICIANS PROVIDE AROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE MAH EMERGENCY DEPARTMENT. THESE PHYSICIANS ARE ALL CERTIFIED OR BOARD-ELIGIBLE IN LEVEL 1 TRAUMA. THE MAH DEPARTMENT OF EMERGENCY MEDICINE PROVIDES MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OFFERS THIS CARE FOR ALL PATIENTS THAT COME TO THIS FACILITY 24 HOURS A DAY, 7 DAYS A WEEK, AND 365 DAYS A YEAR.FINANCIAL ASSISTANCE POLICY--INTERNAL REVENUE CODE SECTION 501(R)(4)FINANCIAL ASSISTANCE POLICY PURPOSE MAH 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. THIS MAH 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 MAH AS WELL AS PROVIDERS WHO FOLLOW MAH'S FINANCIAL ASSISTANCE POLICY. A LIST OF ALL PROVIDERS WHO PROVIDE CARE WITHIN MAH AS WELL AS INFORMATION INDICATING IF THE LISTED PROVIDERS FOLLOW MAH'S FINANCIAL ASSISTANCE POLICY IS INCLUDED IN APPENDIX 5 TO THE FINANCIAL ASSISTANCE POLICY. MAH 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 POLICY--APPLYING 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 POLICY--ELIGIBILITY GUIDELINES | THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE. (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE, AND THIS INFORMATION WILL BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP. (SCHEDULE H PART I QUESTIONS 3C).FINANCIAL ASSISTANCE--PUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL PROVIDE ALL INDIVIDUALS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION. |
| FINANCIAL ASSISTANCE POLICY--TRANSLATIONS | THE HOSPITAL'S FAP, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY OF THE FAP, APPLICATION FOR FINANCIAL ASSISSTANCE 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: ARMENIAN, SIMPLIFIED CHINESE, TRADITIONAL CHINESE, FRENCH, GREEK, HAITIAN CREOLE, PORTUGUESE RUSSIAN AND SPANISH. (SCHEDULE H PART V SECTION B QUESTION 16I)FINANCIAL ASSISTANCE POLICY--WIDELY 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.MOUNTAUBURNHOSPITAL.ORG/PATIENTS-VISITORS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE/ 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 POLICY--PLAIN LANGUAGE SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION, INCLUDING THE WEBSITE ADDRESS, THE LOCATION AND PHONE NUMBER OF THE FINANCIAL COUNSELING OFFICE. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS APPROVAL UNDER THE FAP WILL APPLY. LINKS TO FINANCIAL ASSISTANCE POLICY AND RELATED DOCUMENTSTHE FOLLOWING FINANCIAL ASSISTANCE POLICY (FAP) DOCUMENTS: CREDIT AND COLLECTION POLICY APPLICATION FOR FINANCIAL ASSISTANCE MEDICAL HARDSHIP APPLICATION FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY AS WELL AS ADDITIONAL INFORMATION ON PATIENT FINANCIAL ASSISTANCE AND BILLING, ARE ADDITIONAL IN THE FOLLOWING LANGUESES: ENGLISH AND ARMENIAN, SIMPLIFIED CHINESE, TRADITIONAL CHINESE, FRENCH, GREEK, HAITIAN CREOLE, PORTUGUESE RUSSIAN AND SPANISH ON THE MAH WEBSITE AT: HTTPS://WWW.MOUNTAUBURNHOSPITAL.ORG/PATIENTS-VISITORS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE/LIMITATION ON CHARGES--INTERNAL 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 BILLED--LOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS 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 COLLECTIONS--501(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. |
| CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITS--HEALTH PROFESSIONS EDUCA | MOUNT AUBURN HOSPITAL'S CENTRAL LONGSTANDING ACADEMIC FOCUS IS MEDICAL EDUCATION, AND A COMMITMENT TO TEACHING STUDENTS AND TRAINEES IN A RESPECTFUL AND COLLABORATIVE ACADEMIC ENVIRONMENT. THIS COMMITMENT, COUPLED WITH THE INSTITUTION'S WILLINGNESS TO EMBRACE TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION, MAKE MAH A TOP CHOICE AMONG STUDENTS AND TRAINEES IN THE HEALTH CARE PROFESSIONS. THE HOSPITAL TRAINS MEDICAL STUDENTS, INTERNS, RESIDENTS AND FELLOWS, ALONG WITH OTHER ALLIED HEALTH PROFESSIONALS FROM ACROSS THE AREA.MAH HAS SEVERAL RESIDENCY AND FELLOWSHIP PROGRAMS, WITH APPROXIMATELY 50 INTERNAL MEDICINE INTERNS AND RESIDENTS, 12 RADIOLOGY RESIDENTS, 6 PODIATRY RESIDENTS, AND 3 UROGYNECOLOGY FELLOWS DURING MAH'S ACADEMIC YEAR JULY 1, 2019 JUNE 30, 2020 WHICH OVERLAPS WITH A PORTION OF MAH'S FISCAL YEAR ACTIVITIES REPORTED IN THIS FILING. THE HOSPITAL ALSO HOSTS ROTATING RESIDENTS AND FELLOWS IN SURGERY, EMERGENCY MEDICINE, GERIATRICS, GENETICS, OBSTETRICS AND GYNECOLOGY, NEONATOLOGY, AND ANESTHESIA, AND SUPPORTS THE EDUCATION OF MEDICAL STUDENTS FROM HARVARD MEDICAL SCHOOL, AND THE BOSTON UNIVERSITY SCHOOL OF MEDICINE. FINALLY, THE HOSPITAL SERVES AS A TRAINING SITE FOR PHARMACY STUDENTS FROM THE MASSACHUSETTS COLLEGE OF PHARMACY, PHYSICIAN'S ASSISTANT STUDENTS FROM NORTHEASTERN UNIVERSITY, CLINICAL NURSE ANESTHETISTS FROM BOSTON COLLEGE, AND CLINICAL NURSE MIDWIVES FROM MULTIPLE PROGRAMS ACROSS THE NORTHEAST. STAFF PHYSICIANS AT MAH WHO HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF DAILY PATIENT CARE AND A RANGE OF INTERACTIVE EDUCATIONAL EXPERIENCES. AS PART OF THE HOSPITAL'S COMMITMENT TO MEDICAL STUDENT EDUCATION AND LONGSTANDING AFFILIATION WITH HARVARD MEDICAL SCHOOL, MAH IS A CORE SITE FOR THE HARVARD MEDICAL SCHOOL SUB-INTERNSHIP IN MEDICINE; THE HOSPITAL ALSO PARTICIPATES IN THE INTRODUCTORY COURSES IN CLINICAL MEDICINE FOR PRE-CLINICAL HARVARD MEDICAL SCHOOL STUDENTS, AS WELL AS IMMERSIVE TRAINING IN CLINICAL MEDICINE FOR BIOMEDICAL DOCTORAL STUDENTS FROM THE JOINT HARVARD MEDICAL SCHOOL / MASSACHUSETTS INSTITUTE OF TECHNOLOGY'S HEALTH SCIENCES AND TECHNOLOGY PROGRAM. IN ADDITION, THE HOSPITAL HOSTS THIRD-YEAR MEDICAL STUDENTS FROM THE BOSTON UNIVERSITY SCHOOL OF MEDICINE ON THE OBSTETRICS AND NEUROLOGY SERVICES AS WELL AS MEDICAL STUDENTS FROM HARVARD AND OTHER SCHOOLS WHO CHOOSE TO DO SUB-INTERNSHIPS AND SUBSPECIALTY ELECTIVES DURING THEIR THIRD AND FOURTH YEAR.THE MAH INTERNAL MEDICINE TRAINING PROGRAM, THE LARGEST OF ALL MAH RESIDENCIES, OFFERS A THREE-YEAR CATEGORICAL MEDICINE TRACK AND A ONE-YEAR PRELIMINARY MEDICINE TRACK. THE THREE-YEAR CATEGORICAL TRACK PREPARES RESIDENTS FOR CERTIFICATION BY THE AMERICAN BOARD OF INTERNAL MEDICINE AND CAREERS THAT COVER THE FULL SPECTRUM OF OPPORTUNITIES IN BOTH GENERAL INTERNAL MEDICINE AND THE MEDICAL SUB-SPECIALTIES. RESIDENTS ARE ABLE TO TAILOR THEIR 36 MONTHS OF TRAINING TO OBTAIN THE KNOWLEDGE, SKILLS, AND INSIGHT REQUIRED TO PURSUE SUBSEQUENT CAREERS IN PRIMARY CARE OR HOSPITALIST MEDICINE; IN ADDITION, THEY ARE PREPARED TO CONTINUE THEIR TRAINING IN COMPETITIVE SUB-SPECIALTY FELLOWSHIP TRAINING PROGRAMS ACROSS THE COUNTRY. MAH SUPPORTS TRAINEES IN THEIR INTENDED CAREER GOALS THROUGH THE USE OF DEFINED PATHWAYS. THESE PATHWAYS, IN PRIMARY CARE, HOSPITALIST MEDICINE, OR SUB-SPECIALTY MEDICINE, OUTLINE THE MILESTONES THAT THE TRAINEE SHOULD MEET THROUGHOUT THE COURSE OF TRAINING. THE PRELIMINARY MEDICINE INTERNSHIP TRACK OFFERS ONE YEAR OF TRAINING IN MEDICINE FOR PHYSICIANS WHO WILL CONTINUE THEIR TRAINING IN SPECIALTIES OTHER THAN INTERNAL MEDICINE, SUCH AS RADIOLOGY, OPHTHALMOLOGY, ANESTHESIOLOGY, RADIATION ONCOLOGY, NEUROLOGY, DERMATOLOGY, PHYSICAL MEDICINE & REHABILITATION, AND OTHERS. THIS PROGRAM IS HIGHLY SOUGHT AFTER BY TOP STUDENTS FROM MEDICAL SCHOOLS AROUND THE COUNTRY, AND A MAJOR STRENGTH, AS WELL AS A MAJOR ATTRACTION, IS THE FACT THAT THE YEAR IS LARGELY IDENTICAL IN STRUCTURE AND CONTENT TO THE FIRST YEAR FOR PHYSICIANS WHO TRAIN AT MOUNT AUBURN HOSPITAL FOR THREE YEARS IN THE CATEGORICAL INTERNAL MEDICINE TRACK; THE ONLY DIFFERENCE BEING THE QUANTITY OF AMBULATORY MEDICINE EXPERIENCE, AS PRELIMINARY INTERNS ARE NOT ASSIGNED A CONTINUITY CLINIC DURING THEIR YEAR.THE MAH RADIOLOGY RESIDENCY PROGRAM HAS A LONG AND PROUD HISTORY AS AN ELITE PROGRAM AND EXCEPTIONAL PLACE TO TRAIN. RESIDENTS ARE TYPICALLY ASSIGNED IN ONE-MONTH BLOCKS TO ONE OF THE DIFFERENT MODALITIES. EARLY IN TRAINING, RESIDENTS ARE EXPECTED TO READ EXTENSIVELY, MASTER ANATOMY, PARTICIPATE IN THE PROTOCOLLING AND INTERPRETATION OF PATIENT EXAMINATIONS, AND TO PARTICIPATE IN DISCUSSIONS CONCERNING DIAGNOSTIC PROBLEMS. RESIDENTS ADVANCE TO INCREASED LEVELS OF RESPONSIBILITY, AND SOUND JUDGMENT AS A RADIOLOGIST IS ESTABLISHED DURING OVERNIGHT CALL. THREE RESIDENTS ARE CHOSEN EACH YEAR FOR A FOUR-YEAR PROGRAM AND ARE APPOINTED AS CLINICAL FELLOWS AT HARVARD MEDICAL SCHOOL. THE HIGH RATIO OF STAFF RADIOLOGISTS TO RESIDENTS RESULTS IN CLOSE CONTACT BETWEEN THE STAFF AND RESIDENTS THROUGHOUT THE TRAINING PROGRAM. AFTER THE RESIDENT HAS OBTAINED THE NECESSARY FIRM FOUNDATIONS IN THE FUNDAMENTALS OF RADIOLOGY, HE OR SHE IS ENCOURAGED TO TAKE INCREASING RESPONSIBILITY IN BOTH ROUTINE AND SPECIALIZED EXAMINATIONS AND PROCEDURES. THE MAJORITY OF OUR RESIDENTS PURSUE SUBSPECIALTY FELLOWSHIP TRAINING; HOWEVER, THE GOAL OF THE RADIOLOGY RESIDENCY PROGRAM IS TO TRAIN RESIDENTS TO BE FULLY QUALIFIED IN DIAGNOSTIC RADIOLOGY AND SPECIAL PROCEDURES BY THE TIME THEY HAVE COMPLETED THE FOUR-YEAR PROGRAM. GRADUATES HAVE PURSUED CAREERS IN ACADEMIA AND PRIVATE PRACTICE.IN ADDITION TO THE INTERNAL MEDICINE AND RADIOLOGY TRAINING PROGRAMS, MOUNT AUBURN HOSPITAL HAS A NATIONALLY RECOGNIZED TRAINING PROGRAM IN PODIATRY AND IS A SITE FOR OTHER POST-GRADUATE MEDICAL EDUCATION DISCIPLINES. IT IS ALSO A CORE SITE FOR THE BETH ISRAEL DEACONESS MEDICAL CENTER SURGICAL TRAINING PROGRAM. MAH ALSO WELCOMES ROTATING GERIATRIC FELLOWS FROM THE BETH ISRAEL DEACONESS / HARVARD MEDICAL SCHOOL DIVISION ON AGING PROGRAM, AND PEDIATRIC AND NEONATOLOGY RESIDENTS FROM MASSACHUSETTS GENERAL HOSPITAL / CAMBRIDGE HOSPITAL PROGRAM. DURING THE FISCAL YEAR COVERED BY THIS FILING, MAH HAD NET EXPENDITURES OF $7,132,696 REPORTED ON THIS SCHEDULE H RELATED TO MAH'S RESIDENCY PROGRAM AND TO TEACHING OTHER STUDENTS RELATED TO ALLIED HEALTH PROFESSIONS. |
| BIDMC-ADDITIONAL INFORMATION REGARDING PROMOTING THE HEALTH OF THE COMMUNITY | (SCHEDULE H, PART VI, QUESTIONS 5 AND 6)COMMUNITY BOARDAS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. 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, MAH 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSNE MISSIONWORKS - CHNA 17 FISCAL AGENT FOR CHNA 17 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 700 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042261109 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $12,000 | CashGrantAmt |
| Purpose Of Grant | RACIAL JUSTICE AND MENTAL HEALTH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PREVIOUSLY NOTED IN THE FILING MOUNT AUBURN HOSPITAL, MAINTAINS STRONG RELATIONSHIP WITH MANY PARTNERS AND MOUNT AUBURN HOSPITAL WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. MOUNT AUBURN HOSPITAL ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||||||
| TRUSTEE (EX-OFFICIO), 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 (BILH DESIGNATE) | $0 | $672,069 | $0 | $299,125 | $0 | $67,825 | $0 | $245,470 | $0 | $72,070 | $0 | $1,356,559 | $0 | $0 |
| CLOUGH JEANETTE G | ||||||||||||||
| TRUSTEE, PRESIDENT & CEO | $614,999 | $135,000 | $0 | $0 | $146,255 | $32,105 | $16,785 | $3,685 | $25,075 | $5,504 | $803,114 | $176,294 | $0 | $0 |
| HUANG MD EDWIN | ||||||||||||||
| TRUSTEE AND CHAIR-OB/GYN | $251,765 | $167,843 | $63,000 | $42,000 | $30,956 | $20,637 | $8,400 | $5,600 | $17,676 | $11,784 | $371,797 | $247,864 | $0 | $0 |
| SPIVAK MD BARBARA | ||||||||||||||
| TTEE (EX-OFF, NV); MACIPA PRES | $97,715 | $0 | $65,930 | $0 | $1,050 | $0 | $13,275 | $0 | $9,503 | $0 | $187,473 | $0 | $0 | $0 |
| SETNIK MD GARY S | ||||||||||||||
| CHAIR, EMER MED & TRUSTEE | $132,980 | $88,653 | $0 | $0 | $8,533 | $5,689 | $0 | $0 | $8,202 | $5,468 | $149,715 | $99,810 | $0 | $0 |
| FISCHER STEVEN P | ||||||||||||||
| TREASURER (EX-OFICIO) | $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 |
| SULLIVAN WILLIAM J | ||||||||||||||
| VP & CFO | $283,510 | $79,965 | $0 | $0 | $12,568 | $3,545 | $15,288 | $4,312 | $21,192 | $5,977 | $332,558 | $93,799 | $0 | $0 |
| GUARINO RICHARD J | ||||||||||||||
| COO | $183,479 | $146,594 | $0 | $28,894 | $1,438 | $51,103 | $9,446 | $28,659 | $14,314 | $14,425 | $208,677 | $269,675 | $0 | $0 |
| BURKE KATHRYN | ||||||||||||||
| VP, CONTRACTING & BUS. DEV | $216,755 | $65,209 | $0 | $35,000 | $88,860 | $4,156 | $19,600 | $811 | $22,923 | $8,640 | $348,138 | $113,816 | $0 | $0 |
| WHITE KENDALL | ||||||||||||||
| CIO | $330,736 | $0 | $0 | $0 | $28,675 | $0 | $16,800 | $0 | $6,428 | $0 | $382,639 | $0 | $0 | $0 |
| CHEUNG MD YVONNE Y | ||||||||||||||
| CHAIR QUALITY & SAFETY | $287,373 | $0 | $0 | $0 | $1,847 | $0 | $14,000 | $0 | $36,798 | $0 | $340,018 | $0 | $0 | $0 |
| BONO DIANE | ||||||||||||||
| VP, HUMAN RESOURCES | $271,475 | $0 | $0 | $0 | $39,265 | $0 | $0 | $0 | $10,734 | $0 | $321,474 | $0 | $0 | $0 |
| BAKER RN DEBORAH | ||||||||||||||
| VP, PATIENT CARE SERVICES | $267,232 | $0 | $0 | $0 | $2,600 | $0 | $19,349 | $0 | $27,690 | $0 | $316,871 | $0 | $0 | $0 |
| CLARDY PETER | ||||||||||||||
| MD, CHAIR MEDICAL EDUCATION | $262,633 | $112,557 | $92,923 | $39,824 | $1,862 | $798 | $27,440 | $11,760 | $34,225 | $14,668 | $419,083 | $179,607 | $0 | $0 |
| NAUTA RUSSELL | ||||||||||||||
| FRMR TTEE, CHAIR SURGERY DEPT | $335,016 | $83,754 | $0 | $0 | $17,996 | $4,499 | $17,920 | $4,480 | $27,605 | $6,901 | $398,537 | $99,634 | $0 | $0 |
| BROWN JENNIFER | ||||||||||||||
| CHAIR, DEPT OF PSYCHIATRY | $304,627 | $0 | $60,000 | $0 | $1,159 | $0 | $17,215 | $0 | $46,293 | $0 | $429,294 | $0 | $0 | $0 |
| SULLIVAN SARA | ||||||||||||||
| MED DIR, INPT GER PSYCH SERV | $356,335 | $0 | $0 | $0 | $1,086 | $0 | $0 | $0 | $12,967 | $0 | $370,388 | $0 | $0 | $0 |
| WU PHILLIP | ||||||||||||||
| CHIEF MEDICAL INFORMATION OFF | $316,671 | $0 | $0 | $0 | $1,830 | $0 | $14,000 | $0 | $27,359 | $0 | $359,860 | $0 | $0 | $0 |
| DIIESO NICHOLAS | ||||||||||||||
| COO | $230,138 | $0 | $0 | $0 | $878,435 | $0 | $22,400 | $0 | $17,878 | $0 | $1,148,851 | $0 | $0 | $0 |
| BRIDGEMAN JOHN | ||||||||||||||
| FORMER VP, CLINICAL SERVICES | $97,830 | $0 | $0 | $0 | $37,720 | $0 | $10,952 | $0 | $12,303 | $0 | $158,805 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DURING THE 2019 CALENDAR YEAR, MOUNT AUBURN HOSPITAL MAINTAINED AN IRC SECTION 457(B) PLAN PURSUANT TO WHICH ELIGIBLE EMPLOYEES COULD DEFER PART OF THEIR COMPENSATION AND MOUNT AUBURN HOSPITAL COULD MAKE CONTRIBUTIONS ON BEHALF OF ELIGIBLE EMPLOYEES. UNDER THE DEFINITIONS TO THIS FORM 990, THIS PLAN IS CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. 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 7 | ACROSS THE BILH NETWORK OF AFFILIATES, INCLUDING MAH, EXECUTIVE COMPENSATION PACKAGES AND CERTAIN EMPLOYEE COMPENSATION PACKAGES INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS. FOR THE PERIOD COVERED BY THIS FILING, THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE REPORTED IN THIS FORM 990 WAS REVIEWED AND APPROVED BY THE BILH COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, WAS FULLY STAFFED BY INDEPENDENT MEMBERS. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | AS REQUIRED BY FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 IS CALENDAR YEAR 2019 COMPENSATION. REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION 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 DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES. MOUNT AUBURN HOSPITAL, MOUNT AUBURN PROFESSIONAL SERVICES AND CAREGROUP PARMENTER HOME CARE & HOSPICE MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS MAH, MAPS AND CPHCH RESPECTIVELY. TABB, M.D., KEVIN FOR THE FILING PERIOD OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2020, DR. TABB HELD THE FOLLOWING POSITIONS: - PRESIDENT, CHIEF EXECUTIVE OFFICER, AND TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. (BILH) - DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER- LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER - TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER -- LAHEY CLINIC, INC. - TRUSTEE, PRESIDENT, AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SHARED SERVICES, INC. - DIRECTOR AND PRESIDENT BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. - TRUSTEE (EX-OFFICIO) AND PRESIDENT ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO), PRESIDENT BOARD CHAIR NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE (EX-OFFICIO) NORTHEAST PROFESSIONAL REGISTRY OF NURSES - TRUSTEE (EX-OFFICIO), PRESIDENT AND BOARD CHAIR NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE (EX-OFFICIO), PRESIDENT, BOARD CHAIR - SEACOAST NURSING & REHABILITATION CENTER, INC. - CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER WINCHESTER HOSPITAL - DIRECTOR (EX-OFFICIO) AND PRESIDENT WINCHESTER HOSPITAL FOUNDATION, INC. - CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE (EX-OFFICIO), CHIEF EXECUTIVE OFFICER, AND CHIEF OPERATING OFFICER LAHEY CLINIC FOUNDATION, INC. - CHIEF EXECUTIVE OFFICER NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER CAB HEALTH & RECOVERY SERVICES, INC. - TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER HEALTH & EDUCATION HOUSING SERVICES, INC. - CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL MILTON - CHIEF EXECUTIVE OFFICER BID-MILTON PHYSICIAN ASSOCIATES - CHIEF EXECUTIVE OFFICER COMMUNITY PHYSICIANS ASSOCIATES - CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL NEEDHAM - CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH - CHIEF EXECUTIVE OFFICER MOUNT AUBURN HOSPITAL - CHIEF EXECUTIVE OFFICER NEW ENGLAND BAPTIST HOSPITAL - CHIEF EXECUTIVE OFFICER THE JORDAN HEALTH SYSTEMS, INC. - CHIEF EXECUTIVE OFFICER JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER ANNA JAQUES HOSPITAL - CHIEF EXECUTIVE OFFICER SEACOAST AFFILIATED GROUP PRACTICE - CO-CHAIR AND MANAGING DIRECTOR, BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC D/B/A BETH ISRAEL DEACONESS CARE ORGANIZATION - PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL IN ADDITION TO THE POSITIONS NOTED ABOVE, DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNATE WHO THEN BECAME THE VOTING TRUSTEE IN HIS PLACE: - TRUSTEE (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, BID-MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATES - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, THE JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL - TRUSTEE (EX-OFFICIO) ANNA JAQUES HOSPITAL, INC. ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2019 COMPENSATION. PRIOR TO MARCH 1, 2019, DR. TABB SERVED AS THE CHIEF EXECUTIVE OFFICER FOR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND WAS COMPENSATED BY BIDMC FOR HIS SERVICES TO BIDMC AND THE BIDMC NETWORK OF AFFILIATES IN PREPARATION FOR THE CREATION OF BILH. EFFECTIVE MARCH 1, 2019, DR. TABB COMMENCED HIS POSITION AS TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL LAHEY HEALTH AS WELL AS THE OTHER POSITIONS NOTED ABOVE. AMOUNTS PAID TO DR. TABB BY BILH AND BIDMC HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS PAID AND REPORTED BY BIDMC: BASE COMPENSATION: 242,245 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 52,249 DEFERRED COMPENSATION: 237,278 NON-TAXABLE BENEFITS: 8,774 PAYMENTS PAID AND REPORTED BY BILH: BASE COMPENSATION: 1,474,632 INCENTIVE COMPENSATION: 719,125 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 501,348 NON-TAXABLE BENEFITS: 41,651 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $274,505. OF THIS AMOUNT, $223,656 IS UNVESTED. DEFERRED COMPENSATION IN THE AMOUNT OF $500,000 AND INCLUDED IN THIS FILING FOR DR. TABB RELATES TO CERTAIN MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2019, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THEY ARE INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. |
| SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) | LEWIS, M.D., STANLEY DR. 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. CLOUGH, JEANETTE G. MS. CLOUGH HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED. - TRUSTEE (EX-OFFICIO) AND PRESIDENT MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) AND PRESIDENT MOUNT AUBURN PROFESSIONAL SERVICES - TRUSTEE CAREGROUP PARMENTER HOME CARE & HOSPICE (THROUGH DECEMBER 21, 2019) 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 PRESIDENT FOR MOUNT AUBURN HOSPITAL (MAH) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) DURING THE 2019 CALENDAR YEAR, MS. CLOUGH RECEIVED PAYMENTS DIRECTLY FROM CAREGROUP, INC. AND BETH ISRAEL LAHEY HEALTH, INC (BILH). BILH BECAME THE SOLE MEMBER OF MAH ON MARCH 1, 2019 AND CAREGROUP WAS THE SOLE MEMBER OF MAH PRIOR TO THAT DATE. EACH OF THESE ENTITIES IS/WAS 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 MAH. FOR THE PERIOD COVERED BY THIS FILING, MS. CLOUGH PERFORMED SERVICES FOR BOTH MAH AND MAPS BUT NOT DIRECTLY FOR BILH OR CAREGROUP. THE COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY MAH: BASE COMPENSATION: 614,999 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 146,255 DEFERRED COMPENSATION: 16,786 NON-TAXABLE BENEFITS: 25,075 PAYMENTS REPORTED BY MAPS: BASE COMPENSATION: 135,000 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 32,105 DEFERRED COMPENSATION: 3,685 NON-TAXABLE BENEFITS: 5,504 OTHER REPORTABLE COMPENSATION FOR MS. CLOUGH INCLUDES COMBINED PAYMENTS FROM, CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS, IN THE AMOUNT OF $177,178. HUANG, M.D., EDWIN - TRUSTEE AND CHAIR, DEPARTMENT OF OBSTETRICS AND GYNECOLOGY MOUNT AUBURN HOSPITAL - TRUSTEE AND CHAIR, DEPARTMENT OF OBSTETRICS AND GYNECOLOGY MOUNT AUBURN PROFESSIONAL SERVICES DR. HUANG PERFORMS SERVICES FOR BOTH MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES. ALTHOUGH DR. HUANG IS PAID DIRECTLY BY MOUNT AUBURN HOSPITAL, THE PORTION OF DR. HUANG'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 251,765 INCENTIVE COMPENSATION: 63,000 OTHER REPORTABLE COMPENSATION: 30,956 DEFERRED COMPENSATION: 8,400 NON-TAXABLE BENEFITS: 17,676 PAYMENTS REPORTED BY MOUNT AUBURN PROFESSIONAL SERVICES: BASE COMPENSATION: 167,843 INCENTIVE COMPENSATION: 42,000 OTHER REPORTABLE COMPENSATION: 20,637 DEFERRED COMPENSATION: 5,600 NON-TAXABLE BENEFITS: 11,784 OTHER REPORTABLE COMPENSATION FOR DR. HUANG INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $50,024. SPIVAK, M.D. BARBARA - TRUSTEE (EX-OFFICIO) AND PRESIDENT OF THE MACIPA MOUNT AUBURN HOSPITAL PAYMENTS REPORTED BY: MAH BASE COMPENSATION: 97,715 INCENTIVE COMPENSATION: 65,930 OTHER REPORTABLE COMPENSATION: 1,050 DEFERRED COMPENSATION: 13,275 NON-TAXABLE BENEFITS: 9,503 SETNIK, M.D., GARY - TRUSTEE MOUNT AUBURN PROFESSIONAL SERVICES - CHAIR, DEPARTMENT OF EMERGENCY MEDICINE MOUNT AUBURN PROFESSIONAL SERVICES - CHAIR, DEPARTMENT OF EMERGENCY MEDICINE MOUNT AUBURN HOSPITAL DR. SETNIK PERFORMS SERVICES FOR BOTH MOUNT AUBURN PROFESSIONAL SERVICES AND MOUNT AUBURN HOSPITAL. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SETNIK IS PAID DIRECTLY BY MOUNT AUBURN PROFESSIONAL SERVICES, THE PORTION OF DR. SETNIK'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY MAH: BASE COMPENSATION: 132,980 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,533 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 8,202 PAYMENTS REPORTED BY MAPS: BASE COMPENSATION: 88,653 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,689 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 5,468 |
| SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) | BARRON, KENNETH S. -TRUSTEE AND VICE CHAIR MOUNT AUBURN HOSPITAL CALANO, DANIEL V. - TRUSTEE MOUNT AUBURN HOSPITAL CANEPA, JOHN J. - TRUSTEE AND BOARD CO-CHAIR MOUNT AUBURN HOSPITAL - TRUSTEE MOUNT AUBURN PROFESSIONAL SERVICES MR CANEPA'S TERM ENDED DECEMBER 21, 2019 - TRUSTEE CAREGROUP PARMENTER HOME CARE & HOSPICE - TRUSTEE BETH ISRAEL LAHEY HEALTH, INC MR. CANEPA RETIRED FROM CPHCH ON DECEMBER 21, 2019. MAMBRINO, LAWRENCE - TRUSTEE MOUNT AUBURN HOSPITAL PALANDJIAN, LEON - TRUSTEE AND ASSISTANT TREASURER MOUNT AUBURN HOSPITAL MR. PALANDJIAN'S TERM AS ASSISTANT TREASURE ENDED ON SEPTEMBER 30, 2020. RAFFERTY, JAMES J. - TRUSTEE AND CO-CHAIR MOUNT AUBURN HOSPITAL STEVENSON, HOWARD H. - TRUSTEE AND VICE CHAIR MOUNT AUBURN HOSPITAL KETTYLE, M.D., WILLIAM - TRUSTEE MOUNT AUBURN HOSPITAL - TRUSTEE MOUNT AUBURN PROFESSIONAL SERVICES KIM, KIJA - TRUSTEE MOUNT AUBURN HOSPITAL - TRUSTEE CAREGROUP PARMENTER HOME CARE & HOSPICE LUCCHINO, DAVID L. - TRUSTEE MOUNT AUBURN HOSPITAL MACOMBER, JOHN - TRUSTEE MOUNT AUBURN HOSPITAL MAMBRINO, M.D. LAWRENCE - TRUSTEE MOUNT AUBURN HOSPITAL REARDON, GERALD - TRUSTEE MOUNT AUBURN HOSPITAL SHACHOY, CHRISTOPHER - TRUSTEE (EX-OFFICIO) AND PRESIDENT OF THE BOARD OF OVERSEERS MOUNT AUBURN HOSPITAL SHAPIRO, M.D., DEBRA S. - TRUSTEE MOUNT AUBURN HOSPITAL SHORTSLEEVE, M.D., MICHAEL - TRUSTEE MOUNT AUBURN HOSPITAL - CHAIR, DEPARTMENT OF RADIOLOGY MOUNT AUBURN HOSPITAL SMERLAS, DONNA - TRUSTEE AND PRESIDENT OF THE AUXILLIARY MOUNT AUBURN HOSPITAL SPURLOCK, SUSAN - TRUSTEE MOUNT AUBURN HOSPITAL SWANN, ERIC - TRUSTEE MOUNT AUBURN HOSPITAL WILSON, WILLIAM - TRUSTEE AND ASSISTANT CLERK MOUNT AUBURN HOSPITAL KATZ, J.D., JAMIE MR, KATZ HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED BELOW. - GENERAL COUNSEL AND CLERK (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. - CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE AND CLERK BETH ISRAEL LAHEY HEALTH PHARMACY F/K/A BIDMC PHARMACY, INC. - CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM - CLERK (EX-OFFICIO) MOUNT AUBURN HOSPITAL - CLERK (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL - CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON - CLERK (EX-OFFICIO) COMMUNITY PHYSICIANS ASSOCIATION, INC. - CLERK (EX-OFFICIO) BID-MILTON PHYSICIAN ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION - CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH - CLERK (EX-OFFICIO) JORDAN PHYSICIANS ASSOCIATES, INC. - CLERK (EX-OFFICIO) THE JORDAN HEALTH SYSTEMS - CLERK (EX-OFFICIO) ANNA JAQUES HOSPITAL - CLERK (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICE - TRUSTEE AND CLERK LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE, CHAIR, PRESIDENT AND CLERK BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. THROUGH JUNE 5, 2020 - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST HEALTH SYSTEM, INC. - CLERK (EX-OFFICIO) NORTHEAST PROFESSIONAL REGISTRY OF NURSES - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE (EX-OFFICIO) AND CLERK SEACOAST NURSING & REHABILITATION CENTER, INC. - DIRECTOR (EX-OFFICIO) AND CLERK (EX-OFFICIO) WINCHESTER HOSPITAL FOUNDATION, INC. - CLERK WINCHESTER HEALTHCARE MANAGEMENT, INC. - CLERK (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. - CLERK (EX-OFFICIO) LAHEY CLINIC, INC. - CLERK (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER - CLERK (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) NORTHEAST MEDICAL PRACTICE, INC. - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE AND CLERK CAB HEALTH & RECOVERY SERVICES, INC. - TRUSTEE AND CLERK HEALTH & EDUCATION HOUSING SERVICES, INC. - CLERK (EX-OFFICIO) WINCHESTER HOSPITAL 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. |
| SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) | 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. SULLIVAN, WILLIAM - VICE PRESIDENT AND CHIEF FINANCIAL OFFICER MOUNT AUBURN HOSPITAL - VICE PRESIDENT FINANCE AND TREASURER MOUNT AUBURN PROFESSIONAL SERVICES - VICE PRESIDENT FINANCE AND TREASURER CAREGROUP PARMENTER HOME CARE & HOSPICE (THROUGH DECEMBER 21, 2019) MR. SULLIVAN PERFORMS SERVICES FOR MOUNT AUBURN HOSPITAL, MOUNT AUBURN PROFESSIONAL SERVICES AND PERFORMED SERVICES FOR CAREGROUP PARMENTER HOME CARE & HOSPICE THROUGH DECEMBER 21, 2019. ALTHOUGH MR. SULLIVAN IS PAID DIRECTLY BY MOUNT AUBURN HOSPITAL, THE PORTION OF MR. SULLIVAN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 283,510 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 12,568 DEFERRED COMPENSATION: 15,288 NON-TAXABLE BENEFITS: 21,192 PAYMENTS REPORTED BY MOUNT AUBURN PROFESSIONAL SERVICES: BASE COMPENSATION: 61,791 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 2,739 DEFERRED COMPENSATION: 3,332 NON-TAXABLE BENEFITS: 4,619 PAYMENTS REPORTED BY CAREGROUP PARMENTER HOME CARE & HOSPICE: BASE COMPENSATION: 18,174 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 806 DEFERRED COMPENSATION: 980 NON-TAXABLE BENEFITS: 1,358 OTHER REPORTABLE COMPENSATION REPORTED BY MAH AND MAPS FOR THE 2019 CALENDAR YEAR INCLUDES PTO CASHED OUT IN THE AMOUNT OF $14,282. GUARINO, RICHARD - CHIEF OPERATING OFFICER, MOUNT AUBURN HOSPITAL - FORMER VICE PRESIDENT, HOSPITAL BASED CLINICIAN DEPARTMENTS LAHEY CLINIC HOSPITAL, INC. - FORMER VICE PRESIDENT, HOSPITAL BASED CLINICIAN DEPARTMENTS LAHEY CLINIC, INC. MR. GUARINO'S POSITION AS CHIEF OPERATING OFFICER FOR MOUNT AUBURN HOSPITAL BEGAN ON JUNE 10, 2020. PAYMENTS REPORTED BY: MAH BASE COMPENSATION: 183,479 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,438 DEFERRED COMPENSATION: 9,446 NON-TAXABLE BENEFITS: 14,314 PAYMENTS REPORTED BY: LCH BASE COMPENSATION: 146,594 INCENTIVE COMPENSATION: 28,894 OTHER REPORTABLE COMPENSATION: 51,103 DEFERRED COMPENSATION: 28,659 NON-TAXABLE BENEFITS: 14,425 OTHER REPORTABLE COMPENSATION REPORTED BY LCH FOR THE 2019 CALENDAR YEAR INCLUDES PTO CASHED OUT AT THE TIME MR. GUARINO LEFT HIS POSITION AT LAHEY CLINIC HOSPITAL IN THE AMOUNT OF $50,451. WHITE, KENDALL - CHIEF INFORMATION OFFICER MOUNT AUBURN HOSPITAL PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 330,736 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 28,675 DEFERRED COMPENSATION: 16,800 NON-TAXABLE BENEFITS: 6,428 OTHER REPORTABLE COMPENSATION REPORTED BY MAH FOR THE 2019 CALENDAR YEAR INCLUDES PTO CASHED OUT IN THE AMOUNT OF $26,005. |
| SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) | CHEUNG, M.D., YVONNE Y. - CHAIR, QUALITY AND SAFETY MOUNT AUBURN HOSPITAL PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 287,373 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,847 DEFERRED COMPENSATION: 14,000 NON-TAXABLE BENEFITS: 36,798 BONO, DIANE - VICE PRESIDENT, HUMAN RESOURCES MOUNT AUBURN HOSPITAL PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 271,475 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 39,265 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 10,734 OTHER REPORTABLE COMPENSATION REPORTED BY MAH FOR THE 2019 CALENDAR YEAR INCLUDES A TAX GROSS UP IN THE AMOUNT OF $36,667. BAKER, R.N., DEBORAH - VICE PRESIDENT PATIENT CARE SERVICES MOUNT AUBURN HOSPITAL PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 267,232 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 2,600 DEFERRED COMPENSATION: 19,349 NON-TAXABLE BENEFITS: 27,690 CLARDY, M.D., PETER - CHAIR MEDICAL EDUCATION MOUNT AUBURN HOSPITAL - CHAIR MEDICAL EDUCATION MOUNT AUBURN PROFESSIONAL SERVICES DR. CLARDY PERFORMS SERVICES FOR BOTH MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. CLARDY IS DIRECTLY PAID BY MOUNT AUBURN HOSPITAL, THE PORTION OF DR. CLARDY'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY MAH: BASE COMPENSATION: 262,633 INCENTIVE COMPENSATION: 92,923 OTHER REPORTABLE COMPENSATION: 1,862 DEFERRED COMPENSATION: 27,440 NON-TAXABLE BENEFITS: 34,225 PAYMENTS REPORTED BY MAPS: BASE COMPENSATION: 112,557 INCENTIVE COMPENSATION: 39,824 OTHER REPORTABLE COMPENSATION: 798 DEFERRED COMPENSATION: 11,760 NON-TAXABLE BENEFITS: 14,668 NAUTA, M.D., RUSSELL J. - CHAIR, DEPARTMENT OF SURGERY MOUNT AUBURN HOSPITAL - CHAIR, DEPARTMENT OF SURGERY MOUNT AUBURN PROFESSIONAL SERVICES - PROFESSOR OF SURGERY HARVARD MEDICAL SCHOOL DR. NAUTA PERFORMS SERVICES FOR BOTH MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. NAUTA IS PAID DIRECTLY BY MOUNT AUBURN HOSPITAL, THE PORTION OF DR. NAUTA'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 335,016 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 17,996 DEFERRED COMPENSATION: 17,920 NON-TAXABLE BENEFITS: 27,605 PAYMENTS REPORTED BY MOUNT AUBURN PROFESSIONAL SERVICES: BASE COMPENSATION: 83,754 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,499 DEFERRED COMPENSATION: 4,480 NON-TAXABLE BENEFITS: 6,901 OTHER REPORTABLE COMPENSATION FOR DR. NAUTA INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $17,091. BURKE, KATHRYN MS. BURKE HELD THE POSITIONS NOTED BELOW FOR THE FULL FISCAL YEAR COVERED BY THIS FILING UNLESS OTHERWISE NOTED. - VICE PRESIDENT, CONTRACTING BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK - VICE PRESIDENT CONTRACTING AND BUSINESS DEVELOPMENT, TRUSTEE - CAREGROUP PARMENTER HOME CARE & HOSPICE (THROUGH DECEMBER 21, 2019) ALTHOUGH MS. BURKE 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 OCTOBER 1, 2019 MS. BURKE SERVED AS THE VICE PRESIDENT OF CONTRACTING AND BUSINESS DEVELOPMENT FOR MOUNT AUBURN HOSPITAL (MAH) AND WAS COMPENSATED BY MAH THOSE SERVICES. EFFECTIVE OCTOBER 1, 2019, MS. BURKE COMMENCED HER POSITION AS VICE PRESIDENT, CONTRACTING FOR THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK. AMOUNTS PAID TO MS. BURKE BY MAH AND BILH HAVE BEEN SEPARATELY REPORTED BELOW. PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 216,755 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 88,860 DEFERRED COMPENSATION: 19,600 NON-TAXABLE BENEFITS: 22,923 PAYMENTS REPORTED BY BETH ISRAEL LAHEY HEALTH: BASE COMPENSATION: 65,209 INCENTIVE COMPENSATION: 35,000 OTHER REPORTABLE COMPENSATION: 4,156 DEFERRED COMPENSATION: 811 NON-TAXABLE BENEFITS: 8,640 OTHER REPORTABLE COMPENSATION FOR MS. BURKE INCLUDES COMBINED DEFERRALS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $15,621 AND PTO CASHED OUT UPON COMMENCING HER POSITION AT BILH IN THE AMOUNT OF $70,442. BRIDGEMAN, JOHN - FORMER VICE PRESIDENT CLINICAL SERVICES MOUNT AUBURN HOSPITAL PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 97,830 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 37,720 DEFERRED COMPENSATION: 10,952 NON-TAXABLE BENEFITS: 12,303 OTHER REPORTABLE COMPENSATION REPORTED BY MAH FOR THE 2019 CALENDAR YEAR INCLUDES PTO CASHED OUT IN THE AMOUNT OF $35,068. DIIESO, NICHOLAS - FORMER CHIEF OPERATING OFFICER MOUNT AUBURN HOSPITAL PAYMENTS REPORTED BY MOUNT AUBURN HOSPITAL: BASE COMPENSATION: 230,138 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 878,435 DEFERRED COMPENSATION: 22,400 NON-TAXABLE BENEFITS: 17,878 MR. DILESO RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH MOUNT AUBURN HOSPITAL EFFECTIVE DECEMBER 31, 2019. OTHER REPORTABLE COMPENSATION AND DEFERRED COMPENSATION FOR MR. DIIESO INCLUDES $703,303 RELATED TO A 457(F) PLAN, WHICH, IN TOTAL, REPRESENTS AMOUNTS CONTRIBUTED BY MAH TO MR. DIIESO'S 457(F) ACCOUNT OVER SEVERAL PRIOR YEARS, PLUS ASSOCIATED INVESTMENT EARNINGS. OTHER REPORTABLE COMPENSATION FOR MR. O'CONNOR ALSO INCLUDES $173,470 OF PTO CASHED OUT UPON RETIREMENT AT DECEMBER 31, 2019. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2019K | ||||||||
| A | 043431814 | 57584YTK5 | 2019-07-31 | $211,922,775 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2018 J-1 J-2 | ||||||||
| B | 043431814 | 57584YJW0 | 2018-06-13 | $479,594,374 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2016I | ||||||||
| C | 043431814 | 57584XMT5 | 2016-05-12 | $257,611,877 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES F | ||||||||
| D | 042323457 | NONEXXXXX | 2015-10-21 | $262,828,878 | RETIRE BONDS & CAP ACQUISITION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,810,000 | $211,922,775 | $2,931,137 | $208,991,638 | 0 | 0 | 0 | Yes (1) | ||||
| B | $2,641,000 | $501,349,942 | $4,594,374 | 0 | 0 | 0 | Yes (1) | $178,003,455 | $318,752,113 | |||
| C | $15,035,000 | $257,618,370 | $2,515,889 | $236,095,988 | 0 | Yes (1) | Yes (1) | Yes (1) | $19,006,493 | 2016 | ||
| D | $28,000,000 | $262,952,782 | $3,129,474 | $160,202,232 | Yes (1) | Yes (1) | 0 | Yes (1) | $89,917,238 | $4,846,373 | $4,857,465 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A, ENTITY 1: | PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW A, COLUMN F: THE ISSUE REFUNDED ISSUES DATED 06/09/2008, 11/30/2005, 6/16/2003, AND 6/4/1998. |
| BOND B, ENTITY 1: | PART I, ROW B, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $21,755,568 OF INVESTMENT EARNINGS. |
| BOND C, ENTITY 1: | PART I, ROW C, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN C, LINE 11 THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. |
| BOND D, ENTITY 1: | PART I, ROW D, COLUMN A:MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $123,904 OF INVESTMENT EARNINGS. PART III, COLUMN D, LINE 9: THE MEMBERS OF THE LAHEY HEALTH SYSTEM OBLIGATED GROUP WERE LAHEY CLINIC FOUNDATION (LCF), INC., LAHEY CLINIC HOSPITAL, INC. (LCH) AND LAHEY CLINIC, INC. (LCI). ON MARCH 1, 2019, LAHEY HEALTH SYSTEM MERGED INTO LCF, AND PURSUANT TO A PLAN OF MERGER BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF LCF. LCF, IN TURN, SERVES AS THE SOLE MEMBER OF LCH AND LCI. IN JUNE 2020, THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP WAS CREATED AND THE MEMBERS OF THE LAHEY OBLIGATED GROUP ARE CURRENTLY MEMBERS OF THE BILH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH LCF, LCH AND LCI HAVE NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, THESE THREE ENTITIES FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. |
| BOND A, ENTITY 2: | PART I, ROW A, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/03/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019. |
| BOND B, ENTITY 2: | PART I, ROW B, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE CONSTRUCTION & EQUIPPING OF A POWER PLANT AND ACQUISITION OF CAPITAL ASSETS. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE REFUND ISSUE DATED 02/11/1998. PART III, COLUMN B, LINE 9: THE MEMBERS OF THE LAHEY HEALTH SYSTEM OBLIGATED GROUP WERE LAHEY CLINIC FOUNDATION (LCF), INC., LAHEY CLINIC HOSPITAL, INC. (LCH) AND LAHEY CLINIC, INC. (LCI). ON MARCH 1, 2019, LAHEY HEALTH SYSTEM MERGED INTO LCF, AND PURSUANT TO A PLAN OF MERGER BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF LCF. LCF, IN TURN, SERVES AS THE SOLE MEMBER OF LCH AND LCI. IN JUNE 2020, THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP WAS CREATED AND THE MEMBERS OF THE LAHEY OBLIGATED GROUP ARE CURRENTLY MEMBERS OF THE BILH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH LCF, LCH AND LCI HAVE NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, THESE THREE ENTITIES FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. PART V, COLUMN B: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. |
| BOND C, ENTITY 2: | PART I, ROW C, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART II, COLUMN C, LINE 11: 8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER BEING REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW. PART III, COLUMN D: BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART ILL AS BOTH ISSUE WERE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002. |
| BOND D, ENTITY 2: | PART I, ROW D, COLUMN A: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY. PART II, COLUMN D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART III, COLUMN D: BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART ILL AS BOTH ISSUE WERE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002. |
| BOND A, ENTITY 3: | PART I, ROW A, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW A, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART III, COLUMN A, LINE 9: WINCHESTER HOSPITAL (WINCHESTER) IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH OBLIGATED GROUP. SOME MEMBERS OF THE BILH OBLIGATED GROUP HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED FACILITIES AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH WINCHESTER HAS NOT FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURE, WINCHESTER FOLLOWS THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. PART IV, ROW 2C, COLUMN A: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2015 H-1 | ||||||||
| A | 043431814 | 57584XDH1 | 2015-09-02 | $203,702,204 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES E | ||||||||
| B | 043431814 | NONEXXXXX | 2013-03-07 | $130,000,000 | POWER PLANT & CAPITAL ACQUISITION | 0 | 0 | 0 |
| MDFA - SERIES 2012G | ||||||||
| C | 043431814 | NONEXXXXX | 2012-07-11 | $49,910,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
| MDFA - SERIES 2011 F-1 F-2 F-3 | ||||||||
| D | 043431814 | NONEXXXXX | 2011-09-15 | $120,280,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $63,880,000 | $203,702,204 | $2,348,479 | $201,353,725 | 2015 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $90,470,000 | $130,050,301 | $500,000 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $129,550,301 | |
| C | $49,910,000 | $368,094 | $49,541,906 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $102,480,000 | $120,280,000 | $290,672 | $119,989,328 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00500 | 0.00400 | 0.00900 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 | |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHEFA - WINCHESTER SERIES F | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042456011 | BondIssuerEIN |
| CUSIP | 57586CDD4 | CUSIPNum |
| Bond Issued | 2004-07-08 | BondIssuedDt |
| Issue Price | $30,340,000 | IssuePriceAmt |
| Purpose | SERIAL BOND SERIES F - ADV REFUND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,900,000 | RetiredAmt |
| Total Proceeds | $30,340,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $412,448 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $29,927,552 | OtherSpentProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBSTAINTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
| Transaction | $302,639 | TransactionAmt |
| Transaction | MD FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENTS COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,452 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COVID RELATED PPE | 4 | $135,724 | REPLACEMENTS COST |
| Yes (X) | COVID RELATED FOOD | 0 | $19,325 | REPLACEMENTS COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL YEAR COVERED BY THIS FILING AND THE HEIGHT OF THE COVID PANDEMIC, MOUNT AUBURN HOSPITAL RECEIVED MANY GENEROUS CONTRIBUTIONS OF FOOD FROM MULTIPLE COMMUNITY MEMBERS TO FEED COVID-RELATED FRONT-LINE STAFF. DUE TO SIGNIFICANT OPERATIONAL AND ADMINISTRATIVE DIFFICULTIES OF TRACKING OUTREACH OF THIS TYPE AND DURING UNPRECEDENTED TIMES, THE EXACT NUMBER OF DONATIONS OF COVID RELATED FOOD FOR FRONTLINE STAFF MEALS GIFTS CANNOT BE DETERMINED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 & PART III, LINE 1 | MOUNT AUBURN HOSPITAL'S (MAH OR HOSPITAL) PRIMARY PURPOSE IS TO IMPROVE THE HEALTH OF THE RESIDENTS OF CAMBRIDGE, MA AND THE SURROUNDING COMMUNITIES. THE HOSPITAL'S SERVICES ARE DELIVERED IN A PERSONABLE, CONVENIENT AND COMPASSIONATE MANNER, WITH RESPECT FOR THE DIGNITY OF OUR PATIENTS AND THEIR FAMILIES. |
| FORM 990, PART III LINE 4A - INPATIENT MEDICAL / SURGICAL SERVICES | INPATIENT MEDICAL / SURGICAL SERVICES SURGEONS IN MOUNT AUBURN HOSPITAL'S GENERAL SURGERY DIVISION USE THE LATEST TECHNOLOGIES COMBINED WITH ADVANCED SURGICAL EXPERTISE TO PERFORM SURGERIES THAT ARE AS MINIMALLY INVASIVE AND PAINLESS AS POSSIBLE. MAH SURGEONS PERFORM BOTH ELECTIVE AND EMERGENT SURGERIES. ELECTIVE SURGERY INVOLVES A COMBINATION OF DIAGNOSTIC AND INTERVENTIONAL PROCEDURES RESULTING IN PERTINENT FOLLOW-UP WITH THE PATIENT'S REFERRING PHYSICIAN. IT IS PLANNED FOR AND SCHEDULED IN ADVANCE. EMERGENT SURGERY IS MOST OFTEN THE RESULT OF A MEDICAL EMERGENCY, AND IS MOST OFTEN REFERRED FROM AN EMERGENCY DEPARTMENT PHYSICIAN. IN EITHER SITUATION, MOUNT AUBURN'S SURGEONS ARE AVAILABLE TWENTY-FOUR HOURS A DAY, SEVEN DAYS A WEEK, TO ENSURE THAT PATIENTS RECEIVE THE MOST ADVANCED TREATMENT POSSIBLE. MAH SURGEONS FOCUS ON A DUAL MISSION OF CLINICAL CARE AND PATIENT EDUCATION. BECAUSE THE HOSPITAL IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, IT IS ABLE TO OFFER MORE SURGICAL SERVICES THAN MOST HOSPITALS OF SIMILAR SIZE, INCLUDING NEUROSURGERY AND CARDIOVASCULAR SURGICAL PROCEDURES, AS WELL AS CONTINUAL SURGICAL RESPONSES IN ALL DISCIPLINES. MAH IS ALSO SMALL ENOUGH TO OFFER PERSONALIZED CARE THROUGHOUT A PATIENT'S SURGERY, INCLUDING PREPARATION AND RECOVERY. THE HOSPITAL IS ENRICHED BY THE ENTHUSIASM OF OUR MEDICAL RESIDENTS. ALONG WITH PRIMARY CARE (INTERNAL MEDICINE) AND GENERAL SURGERY, MOUNT AUBURN HOSPITAL STAFFS PHYSICIANS WHO SPECIALIZE IN A WIDE VARIETY OF MEDICAL AND SURGICAL DISCIPLINES INCLUDING, ALLERGY, ANESTHESIOLOGY, CARDIOLOGY, CARDIOVASCULAR AND THORACIC SURGERY, DERMATOLOGY, EAR NOSE AND THROAT, EMERGENCY MEDICINE, ENDOCRINOLOGY AND METABOLISM, FAMILY MEDICINE, GASTROENTEROLOGY, GERIATRIC MEDICINE, HAND SURGERY, HEMATOLOGY/ONCOLOGY, INFECTIOUS DISEASES, NEPHROLOGY, NEUROLOGY, NEUROSURGERY, OCCUPATIONAL HEALTH, OPHTHALMOLOGY, ORAL SURGERY, ORTHOPEDIC SURGERY, PATHOLOGY, PLASTIC SURGERY, PODIATRY, PULMONARY MEDICINE, RHEUMATOLOGY, UROLOGY AND VASCULAR SURGERY. DURING FISCAL 2020, MOUNT AUBURN HOSPITAL HAD 183 LICENSED MEDICAL/SURGICAL BEDS, AND PROVIDED INPATIENT MEDICAL SERVICES TO 5,949 PATIENTS, AND INPATIENT SURGICAL SERVICES TO 1,372 PATIENTS. |
| FORM 990, PART III LINE 4B - OUTPATIENT SURGERY | OUTPATIENT SURGERY MOUNT AUBURN HOSPITAL PROVIDES SAME DAY SURGICAL SERVICES IN BOTH THE MAIN OPERATING ROOM WHERE WE HAVE 10 OPERATING ROOMS AND A DEDICATED PRE-SURGICAL AREA AND PACU AS WELL AS IN A SEPARATE SURGICAL DAY CARE AREA WITH AN ADDITIONAL 3 OPERATING ROOMS AND DEDICATED PACU SPACE. SAME DAY OUTPATIENT SURGERIES INCLUDE PROCEDURES IN THE FOLLOWING SPECIALTIES: OPTHAMOLOGY, PODIATRY, GENERAL SURGERY, ORTHOPEDIC, GYNECOLOGY, HAND, UROLOGY, ENT AND PLASTICS/COSMETICS. DURING FISCAL 2020, MOUNT AUBURN HOSPITAL PERFORMED 5,184 SURGERIES ON AN OUTPATIENT BASIS. |
| FORM 990, PART III LINE 4C | INPATIENT OBSTETRICS / NEWBORN SERVICES AT MOUNT AUBURN HOSPITAL, ALL PATIENTS CAN BE ASSURED THAT AN EXCEPTIONAL LEVEL OF CARE AND SUPPORT IS AVAILABLE FOR EXPECTANT AND NEW MOTHERS AND NEWBORNS THROUGHOUT PREGNANCY AND DELIVERY. WOMEN CAN CHOOSE FROM A VARIETY OF HIGHLY TALENTED PROVIDERS, INCLUDING OBSTETRICIANS, NURSE-MIDWIVES AND NURSE PRACTITIONERS, ALL OF WHOM COLLABORATE WITH EACH OTHER AS NEEDED. THESE PROVIDERS OFFER PERSONAL AND INDIVIDUALIZED CARE, PROVIDING SUPPORT THROUGH LABOR AND ENCOURAGING FAMILY PARTICIPATION. THE HOSPITAL'S GOAL IS A SAFE AND HEALTHY PREGNANCY AND DELIVERY FOR EACH MOTHER AND BABY. MOUNT AUBURN HOSPITAL OFFERS GUIDANCE, OPTIONS AND A SEASONED TEAM OF PROVIDERS WHO ARE COMMITTED TO DELIVERING INDIVIDUALIZED CARE. WOMEN WHO SEEK A MORE NATURAL APPROACH TO CHILDBIRTH ARE ENCOURAGED AND SUPPORTED. WOMEN WHOSE PREGNANCIES ARE CONSIDERED TO BE HIGH RISK, SUCH AS THOSE HAVING TWINS OR MEDICAL PROBLEMS COMPLICATING THE PREGNANCY, WILL FIND THE SPECIALIZED EXPERTISE AND TECHNOLOGY THAT THEY NEED. FOR EXAMPLE, IF A WOMAN DEVELOPS COMPLICATIONS DURING PREGNANCY, SHE CAN CONTINUE TO RECEIVE PRENATAL CARE FROM HER NURSE-MIDWIFE IN ADDITION TO SEEING MATERNAL-FETAL MEDICINE SPECIALISTS ON A REGULAR BASIS. IN ADDITION, MAH'S SPECIALIZED EXPERTISE INCLUDES A LEVEL II NURSERY FOR NEWBORNS WHO REQUIRE EXTRA MEDICAL ATTENTION AND MONITORING DURING THE FIRST DAYS OF LIFE. LABOR, DELIVERY AND POSTPARTUM CARE ARE ALL CENTERED AT THE BIRTHPLACE, MOUNT AUBURN'S OBSTETRICAL UNIT. AFTER DELIVERY, MOST NEW MOTHERS NEED SUPPORT FROM NURSING STAFF AND LACTATION CONSULTANTS ON INFANT CARE AND BREASTFEEDING. MOUNT AUBURN'S BIRTHPLACE IS WHERE NEW MOTHERS AND BABIES RECEIVE ALL THE ATTENTION THEY NEED. MOUNT AUBURN'S MAIN PROVIDERS INCLUDE: OBSTETRICIANS - DOCTORS WHO SPECIALIZE IN PREGNANCY AND CHILDBIRTH; THEY HAVE THE TRAINING TO PROVIDE THE FULL SCOPE OF OBSTETRICAL PRACTICE, INCLUDING PERFORMING CESAREAN SECTIONS NURSE-MIDWIVES - NURSES WHO SPECIALIZE IN NORMAL PREGNANCY AND CHILDBIRTH AND COLLABORATE WITH OBSTETRICIANS IN CASES WHERE COMPLICATIONS ARISE; NURSE-MIDWIVES SUPPORT WOMEN THROUGHOUT LABOR AND ENCOURAGE FAMILY INVOLVEMENT NURSE PRACTITIONERS - NURSES WITH SPECIALIZED EXPERIENCE IN OBSTETRICS WHO PRACTICE IN COLLABORATION WITH OBSTETRICIANS AND NURSE-MIDWIVES IN PROVIDING PRENATAL CARE MATERNAL-FETAL MEDICINE SPECIALISTS - OBSTETRICIANS WHO HAVE SPECIAL TRAINING IN THE COMPLICATIONS OF PREGNANCY AND CHILDBIRTH MOUNT AUBURN HOSPITAL HAS A TALENTED NURSING STAFF IN PRENATAL/ANTENATAL TESTING, LABOR AND DELIVERY, ON THE POSTPARTUM UNIT AND IN THE NURSERY. ANESTHESIOLOGISTS ARE AVAILABLE 24 HOURS A DAY TO PROVIDE PAIN RELIEF DURING LABOR. IN ADDITION, NEONATOLOGISTS, WHO SPECIALIZE IN CARING FOR NEWBORNS, AND PEDIATRICIANS ARE ON SITE AROUND THE CLOCK TO CARE FOR NEWBORNS. MOUNT AUBURN ALSO OFFERS ADDITIONAL SERVICES TO WOMEN WHO ARE PLANNING TO HAVE THEIR BABIES AT OUR HOSPITAL: FERTILITY SERVICES, INCLUDING OPTIONS, TESTING AND TREATMENT: MANY COUPLES NEED THE EXPERTISE OF A FERTILITY SPECIALIST. MOUNT AUBURN HOSPITAL HAS FERTILITY SPECIALISTS ON STAFF THAT COUNSEL COUPLES ON THE MOST CURRENT AVAILABLE OPTIONS AND DIRECT THE NECESSARY TESTING AND TREATMENT AIMED AT A HEALTHY PREGNANCY AND BIRTH. THIS INCLUDES ACCESS TO IN VITRO FERTILIZATION AND OTHER PROCEDURES. HIGH-RISK PREGNANCY SPECIALISTS: A FULL RANGE OF SERVICES IS AVAILABLE FOR WOMEN WHO ARE EXPERIENCING HIGH-RISK PREGNANCIES. IN THOSE INSTANCES, A MATERNAL-FETAL MEDICINE SPECIALIST, A PHYSICIAN WHO SPECIALIZES IN THE COMPLICATIONS OF PREGNANCY AND CHILDBIRTH, BECOMES PART OF THE TEAM AND SEES THE WOMAN ON A REGULAR BASIS. NURSERIES, CARING FOR YOUR BABY: MOST NEWBORNS SPEND MOST OF THE DAY WITH THEIR MOTHERS. WHEN NEWBORNS NEED SPECIAL CARE, THEY STAY IN THE HOSPITAL'S LEVEL II NURSERY, WHICH IS STAFFED BY NEONATOLOGISTS AND NEONATAL NURSES. BY STAYING AT MOUNT AUBURN, WHERE A PEDIATRICIAN IS ON SITE 24 HOURS A DAY, BABIES REMAIN CLOSE TO THEIR FAMILY MEMBERS WHILE A PEDIATRICIAN IS AROUND THE CORNER IF NEEDED. IN ALL PREGNANCIES, A SAFE AND HEALTHY DELIVERY FOR MOTHER AND BABY IS THE PRIORITY. THE ADDITIONAL GOAL IS TO MAKE PRENATAL CARE AND CHILDBIRTH A SMOOTH, WELL-COORDINATED EXPERIENCE. THE BAIN BIRTHING CENTER THE BAIN BIRTHING CENTER AT MOUNT AUBURN HOSPITAL PROVIDES A COMFORTABLE, HOME-LIKE SETTING FOR CHILDBIRTH, WITH ALL THE ADVANCED TECHNOLOGY THAT MIGHT BE NEEDED. MOUNT AUBURN IS PROUD TO OFFER TOP-NOTCH PRENATAL AND ANTENATAL FACILITIES IN AN INTIMATE SETTING. BIRTH AT MOUNT AUBURN IS AN INCLUSIVE EXPERIENCE. THE BAIN BIRTHING CENTER FEATURES A WARM, PERSONAL AND NURTURING ATMOSPHERE, PAYING SPECIAL ATTENTION TO THE COMFORT OF THE MOTHER BY OFFERING SPECIAL FEATURES LIKE JACUZZI TUBS, RESTAURANT-STYLE MEALS, PARTNER CHAIRS THAT RECLINE INTO BEDS FOR FATHERS OR OTHER SUPPORT PERSONS, AND ROOMS FEATURING VIEWS OF THE CHARLES RIVER AND BOSTON SKYLINE. IN CASES WHERE A CAESARIAN SECTION NEEDS TO BE PERFORMED, SURGICAL SUITES ARE LOCATED ADJACENT TO THE LABOR AND DELIVERY AREA. A STATE-OF-THE-ART MONITORING SYSTEM ALLOWS WOMEN TO SAFELY WALK AROUND THE UNIT WHILE THEY ARE IN LABOR. AT THE MOUNT AUBURN HOSPITAL BAIN BIRTHING CENTER, A PATIENT'S CHOICE IS PARAMOUNT. PAIN RELIEF DURING LABOR IS AN ISSUE THAT EACH WOMAN SHOULD EXPLORE WITH HER PROVIDER. MANY WOMEN CHOOSE TO HAVE AN EPIDURAL, BUT PROVIDERS AT MOUNT AUBURN, ESPECIALLY NURSE-MIDWIVES, ALSO SUPPORT ALTERNATIVE METHODS SUCH AS PRESSURE-POINT MASSAGE, AND HYPNO-BIRTHING (SELF-HYPNOSIS DURING THE BIRTH PROCESS). WOMEN WHO SEEK AN ALTERNATIVE APPROACH TO CHILDBIRTH ITSELF, SUCH AS A WATER BIRTH, WILL ALSO FIND NURSE-MIDWIVES TO HELP THEM WITH SUCH OPTIONS. MOUNT AUBURN HOSPITAL STRIVES TO PROVIDE SUPPORT AND INFORMATION; PRIVACY AND CHOICE. THE POSTPARTUM NURSING STAFF PROVIDE NEW MOTHERS WITH ONE-ON-ONE CARE AND EDUCATION. THE BAIN BIRTHING CENTER OFFERS A VARIETY OF SERVICES FOR PREGNANT AND NEW MOTHERS, INCLUDING CHILDBIRTH EDUCATION CLASSES, BIRTHPLACE TOURS AND BREAST PUMP RENTALS. SERVICES FOR NON-ENGLISH SPEAKING PATIENTS INCLUDE STAFF INTERPRETERS, SPANISH-SPEAKING NURSE-MIDWIVES AND INTERPRETER SERVICES FOR VARIOUS LANGUAGES AND ACCESS TO 24-HOUR TELEPHONE INTERPRETER SERVICES FOR MORE THAN 100 LANGUAGES. ONCE FAMILIES LEAVE THE BAIN BIRTHING CENTER, THEY HEAD HOME KNOWING THAT THE NURSING STAFF IS AVAILABLE AFTER DISCHARGE TO ANSWER ANY QUESTIONS THAT MAY ARISE ABOUT THE HEALTH OF MOTHER AND BABY 24 HOURS A DAY. LEVEL II NURSERY IF A NEWBORN NEEDS SPECIAL CARE, MOUNT AUBURN'S LEVEL II NURSERY IS EQUIPPED TO ADDRESS YOUR INFANT'S CRITICAL HEALTH ISSUES, INCLUDING PREMATURITY, MEDICAL AND FEEDING DIFFICULTIES. THIS SEVEN-BED NURSERY IS STAFFED BY A HIGHLY SKILLED TEAM OF NEONATOLOGISTS AND NEONATAL NURSES WHO ARE CERTIFIED TO RESUSCITATE AND ALSO TO STABILIZE AND PREPARE CRITICALLY ILL INFANTS FOR TRANSFER TO A BOSTON-AREA LEVEL III NURSERY IN THE EVENT OF AN EMERGENCY. MAH'S NURSERY HAS A SPECIALIST PEDIATRICIAN ON CALL 24 HOURS A DAY, AS WELL AS AROUND THE CLOCK NEONATAL BACKUP COVERAGE. ANESTHESIA IS AVAILABLE 24 HOURS A DAY, AS WELL. IN ADDITION TO THE EXPERT OBSTETRIC TEAM, MOUNT AUBURN'S LEVEL II NURSERY FEATURES STATE-OF-THE-ART MONITORING EQUIPMENT FOR NEONATES. IF A NEWBORN IS SERIOUSLY ILL, HIS/HER PARENTS CAN BE ASSURED THAT HE OR SHE WILL RECEIVE THE BEST CARE POSSIBLE IN MOUNT AUBURN'S LEVEL II NURSERY. DURING FISCAL 2020, MOUNT AUBURN HOSPITAL HAD 28 LICENSED OB/GYN BEDS PROVIDING SERVICES TO 2,404 PATIENTS AND 35 BASSINETS PROVIDING INPATIENT SERVICES TO 2,442 NEWBORNS. |
| FORM 990, PART III LINE 4D: OTHER PROGRAM SERVICE | MOUNT AUBURN HOSPITAL'S NUMEROUS CLINICAL STRENGTHS ARE THE RESULT OF A COMMITMENT TO EXCELLENCE BY THE HOSPITAL AND ITS STAFF, WHICH INCLUDES RECOGNIZED AND RESPECTED PROFESSIONALS, AS WELL AS TALENTED STUDENTS AND TRAINEES WHO COME TO MOUNT AUBURN HOSPITAL FOR THE OUTSTANDING EDUCATIONAL OPPORTUNITIES IT PROVIDES. THIS COMMITMENT BY OUR STAFF IS MATCHED BY THE CUTTING-EDGE CLINICAL TECHNOLOGY USED THROUGHOUT THE HOSPITAL. AT MOUNT AUBURN, PATIENTS RECEIVE CARE THAT IS FIRST-RATE, AS WELL AS COMPASSIONATE. MOUNT AUBURN HOSPITAL'S CLINICAL SERVICE BEYOND THOSE LISTED ABOVE INCLUDE: CANCER CARE, DIABETES EDUCATION, EMPLOYEE ASSISTANCE PROGRAM, OUTPATIENT RADIOLOGY, NUTRITION SERVICES, OCCUPATIONAL HEALTH, PEDIATRICS, PHARMACY, PREVENTION AND RECOVERY, PSYCHIATRY, QUALITY AND SAFETY, REHABILITATION, HOME CARE, LABORATORY, TRAVEL MEDICINE, UROGYNECOLOGY AND WALK-IN CLINIC. DURING FISCAL 2020, MOUNT AUBURN HOSPITAL HAD 15 LICENSED INPATIENT PSYCHIATRY BEDS, AND PROVIDED INPATIENT PSYCHIATRY SERVICES TO 170 PATIENTS. THE HOSPITAL HAS A 24 HOUR EMERGENCY DEPARTMENT THAT SERVICED $28,366 VISITS. IN ADDITION, THE HOSPITAL PROVIDED A VARIETY OF OUTPATIENT SERVICES TO MORE THAN 67,000 PATIENTS IN VARIOUS SPECIALTIES LISTED ABOVE, AND CONDUCTED MORE THAN 120,000 VISITS TO PATIENT'S HOMES THROUGH OUR HOME CARE DEPARTMENT. FOR ADDITIONAL INFORMATION ON MAH'S ACCOMPLISHMENTS AND HOW IT HELPS SUPPORT CAMBRIDGE AND THE SURROUNDING COMMUNITIES, PLEASE SEE THE DETAIL RELATED TO MOUNT AUBURN HOSPITAL COMMUNITY BENEFITS ACTIVITIES INCLUDED IN THE SUPPLEMENTAL NARRATIVE TO SCHEDULE H. BILH'S COVID-19 RESPONSE IN FY 2020 BETH ISRAEL LAHEY HEALTH ("BILH") QUICKLY AND EFFECTIVELY MARSHALLED ITS RESOURCES TO MOUNT A COMPREHENSIVE RESPONSE TO THE COVID-19 PANDEMIC. SINCE THE START OF THE PANDEMIC (THROUGH JUNE OF 2021), BILH HAS TREATED OVER 8,500 HOSPITALIZED PATIENTS WITH COVID-19 AND PERFORMED MORE THAN 700,000 COVID-19 DIAGNOSTIC TESTS. HIGHLIGHTS OF THE SYSTEM'S PANDEMIC RESPONSE IN FY 2020 INCLUDE: BILH QUICKLY ESTABLISHED AN EMERGENCY OPERATIONS CENTER ("EOC") TO ALIGN SYSTEM EFFORTS ACROSS ITS HOSPITALS AND OTHER BUSINESS UNITS AND WITH EXTERNAL ENTITIES, INCLUDING THE STATE GOVERNMENT. THE EOC HELD REGULAR MEETINGS WITH INCIDENT COMMANDERS, EMERGENCY MANAGERS, AND SENIOR LEADERS FROM BILH HOSPITALS, PRIMARY CARE, AND OTHER SYSTEM ENTITIES TO COORDINATE PLANS, POLICIES, AND COMMUNICATIONS. IT PARTICIPATED IN WEEKLY CONFERENCE OF BOSTON TEACHING HOSPITALS ("COBTH") CALLS AND MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH COMMAND CENTER CALLS. A KEY ROLE OF THE EOC INVOLVED MANAGING THE FLOW OF INTERNAL AND EXTERNAL INFORMATION TO ENSURE SITUATIONAL AWARENESS AND ALIGNMENT OF RESPONSES TO THE PANDEMIC. FINALLY, THE EOC WORKED WITH INTERNAL AND EXTERNAL PARTNERS TO CENTRALIZE COVID-19 RELATED DATA COLLECTION AND REPORTING FOR THE SYSTEM, COMMONWEALTH, AND FEDERAL GOVERNMENT. IN MARCH 2020, BETH ISRAEL DEACONESS MEDICAL CENTER ("BIDMC") BECAME ONE OF THE FIRST HOSPITAL LABORATORIES IN THE STATE TO BEGIN IN-HOUSE HIGH-THROUGHPUT POLYMERASE CHAIN REACTION ("PCR") COVID-19 TESTING FOR PATIENTS AND HEALTHCARE WORKERS. BIDMC'S LABORATORY PROVIDED THIS TEST TO BILH HOSPITALS AND OTHER COMMUNITY PARTNERS, SUCH AS HEALTH CENTERS AND CORRECTIONS FACILITIES, AT A TIME OF CRITICAL SUPPLY SHORTAGE. THROUGHOUT THE PANDEMIC, BILH WORKED TOWARD ADDITIONAL IN-HOUSE TESTING CAPABILITIES, INCLUDING HIGH-THROUGHPUT THERMO FISHER INSTRUMENTS AT LAHEY HOSPITAL & MEDICAL CENTER ("LHMC"). THE SYSTEM OPERATIONALIZED MULTIPLE DRIVE-THROUGH COVID-19 TESTING SITES TO ENABLE EASY ACCESS FOR PATIENTS AND STAFF. IN THE SUMMER OF 2020, TO EXPAND HOSPITAL AND CLINIC-BASED COVID-19 TESTING SITES, BILH OPENED AN ADDITIONAL HIGH-CAPACITY DRIVE-THROUGH TESTING SITE IN WOBURN. TO ENSURE CONTINUED ACCESS TO CARE FOR ITS PATIENTS, BILH PRIMARY CARE RAPIDLY DEPLOYED A TELEHEALTH STRATEGY, QUICKLY TRANSITIONED TO COHORT CLINICS TO CARE FOR SICK PATIENTS, AND SUCCESSFULLY MANAGED A PHASED REOPENING BY JULY 2020. BILH ESTABLISHED A TEMPORARY COMMUNITY CRISIS STABILIZATION UNIT AT NEW ENGLAND BAPTIST HOSPITAL TO MANAGE BEHAVIORAL HEALTH PATIENT VOLUME DURING THE PANDEMIC. BILH ESTABLISHED A DAILY HUDDLE CONSISTING OF BILH ED AND BEHAVIORAL HEALTH LEADERS TO DETERMINE APPROPRIATE PATIENT TRANSFERS TO THE UNIT. BILH'S VIRTUAL TRANSFER CENTER WAS FORMED IN SEPTEMBER 2019 TO OPTIMIZE SYSTEM-WIDE BED CAPACITY USING REAL-TIME INFORMATION EXCHANGE AMONG THE THREE EXISTING TRANSFER CENTERS AT BIDMC, LHMC AND MOUNT AUBURN HOSPITAL ("MAH"). THE TRANSFER TEAM PERSONNEL AT THESE CENTERS WORK TOGETHER AS A SINGLE "VIRTUAL" CENTER TO ACCOMMODATE INCOMING TRANSFER REQUESTS BY MAKING ALL BEDS AVAILABLE IN THE SYSTEM BASED ON FACILITY CAPACITY AND LEVEL OF CARE REQUIRED. THE TRANSFER CENTER ENHANCED PATIENT QUALITY, SAFETY, AND ACCESS BY LOAD BALANCING COVID PATIENTS ACROSS ALL OF ITS HOSPITALS SO THAT THESE PATIENTS RECEIVED TIMELY ACCESS TO THE TYPE OF BED AND LEVEL OF CARE NEEDED. BILH COLLABORATED WITH EXTERNAL ENTITIES TO STAND UP A 1,000-BED FIELD HOSPITAL, THE BOSTON HOPE HOSPITAL, AND OPEN AND STAFF A COVID HOTEL FOR UNDERSERVED COMMUNITIES. BILH LAUNCHED A WEBSITE TITLED THE CORONAVIRUS RESOURCE CENTER TO PROVIDE ITS PATIENT COMMUNITY WITH UP-TO-DATE INFORMATION REGARDING THE SYSTEM'S RESPONSE TO THE PANDEMIC, AVAILABLE RESOURCES SUCH AS TESTING SITES, AND INNOVATION EFFORTS UNDERWAY THROUGHOUT BILH (E.G., VAPORIZED HYDROGEN PEROXIDE STERILIZATION FOR N95 RESPIRATORS). BILH LAUNCHED AN INTERNAL WEBSITE WITH RESOURCES FOR ITS STAFF AS WELL. BILH CREATED SYSTEM-WIDE GUIDELINES FOR INFECTION PREVENTION ACROSS MANY DOMAINS, INCLUDING PATIENT AND VISITOR SCREENING AND THE RECONFIGURATION OF AMBULATORY CLINIC SPACES TO ALLOW FOR RECOMMENDED PHYSICAL DISTANCING. BILH'S HUMAN RESOURCES TEAM DEVELOPED AND PROVIDED SYSTEM-WIDE PROGRAMS, POLICIES, AND TOOLS TO ENSURE ITS HOSPITALS WERE ABLE TO SUPPORT THE PHYSICAL AND EMOTIONAL WELL-BEING OF ITS STAFF WHILE DELIVERING SAFE, EFFECTIVE CARE TO ITS PATIENTS. EXAMPLES OF THESE RESOURCES INCLUDE AN ENHANCED SUPPLEMENTAL LEAVE POLICY; AN EASY-TO-USE, AUTOMATED EMPLOYEE COVID-19 SYMPTOM ATTESTATION TOOL; AN ONLINE, COGNITIVE BEHAVIORAL TREATMENT PROGRAM FOR MANAGING ANXIETY; AND TELECOMMUTING GUIDELINES. IN LATE MARCH 2020 BILH CREATED HOUSING FOR QUARANTINE OF STAFF EXPOSED TO COVID-19. HOUSING WAS SET UP AT A LOCAL UNIVERSITY AND HOTELS COVERING THE NETWORK'S SERVICE AREA. APPROXIMATELY 300 STAFF MEMBERS TOOK ADVANTAGE OF THE HOUSING FROM MARCH TO JULY 2020. IN ADDITION TO HOUSING, FOOD AND SUPPLY DELIVERY SERVICES WERE CREATED TO MINIMIZE PUBLIC CONTACT. BILH COLLABORATED REGULARLY WITH COMMUNITY HEALTH CENTER ("CHC") AFFILIATES ON COVID-RELATED CARE, TESTING, PERSONAL PROTECTIVE EQUIPMENT ("PPE"), AND PATIENT OUTREACH. BILH SHARED REAL-TIME ACCESS TO BILH COVID-19-RELATED OPERATIONAL POLICIES, PROCESSES, AND GUIDELINES IN ADDITION TO TRANSLATED PATIENT HANDOUTS, FLYERS, AND SOCIAL MEDIA GRAPHICS AROUND THE "STOP THE SPREAD" CAMPAIGN. AS HEALTH CENTERS WORKED TO ESTABLISH STABLE SUPPLY CHAINS OF PPE, BILH DONATED GLOVES, N95S, ISOLATION GOWNS, DISINFECTANT WIPES, EYE PROTECTION, HAND SANITIZER, AND SURGICAL MASKS. BILH DEPLOYED STAFF AT COMMUNITY TESTING SITES SUCH AS AT THE DIMOCK CENTER. CHC STAFF WERE INCLUDED IN THE AFOREMENTIONED BILH-FUNDED TEMPORARY HOUSING PROGRAM FOR STAFF. BILH ALSO SUPPORTED SAFETY NET AFFILIATE HOSPITALS WITH REAL-TIME BILH COVID-19 PROTOCOLS AND POLICIES, MED/SURG AND ICU BED LOAD-BALANCING EFFORTS, ICU STAFFING, AND PPE NEEDS. IN FY 2021, BILH CONTINUED TO PLAY A SIGNIFICANT ROLE IN THE COMMONWEALTH'S RESPONSE TO THIS UNPRECEDENTED PUBLIC HEALTH CRISIS, MOST NOTABLY THROUGH ITS PATIENT VACCINATION EFFORTS. BILH WILL PROVIDE DETAIL ON THESE EFFORTS IN ITS FY 2021 TAX RETURN FILING. |
| FORM 990, PART IV, LINE 24A | AS DESCRIBED IN THIS FORM 990, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF MOUNT AUBURN HOSPITAL. DURING THIS SAME PERIOD, MOUNT AUBURN 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 MOUNT AUBURN HOSPITAL'S BALANCE SHEET. |
| FORM 990, PART IV, LINE 24B | AS REPORTED ON THE FORM 990 SCHEDULE K, THE LAHEY HEALTH SYSTEM INC. (LHSI) SERIES F BONDS WHICH WERE ISSUED IN 2015 ARE NOW PART OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP DEBT. THE BONDS WERE ISSUED IN 2015 AND AS OF SEPTEMBER 30, 2020 THERE WAS A BALANCE REMAINING IN THE CONSTRUCTION FUND. PROCEEDS IN THE CONSTRUCTION FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, AND WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. ALTHOUGH THESE BONDS ARE NOT ON THE MOUNT AUBURN HOSPITAL BALANCE SHEET, MOUNT AUBURN HOSPITAL IS INCLUDING THIS DISCLOSURE IN ITS FORM 990 BECAUSE MOUNT AUBURN HOSPITAL IS A MEMBER OF THE BILH OBLIGATED GROUP. |
| FORM 990, PART IV, LINE 12 AND 12A: | THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2020 THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. |
| PART V, LINE 7G: | MOUNT AUBURN HOSPITAL DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. |
| PART V, LINE 7H: | MOUNT AUBURN HOSPITAL DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. |
| FORM 990, PART VI, SECTION A, LINE 2 | FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THIS SAME PERIOD HMFP SERVED AS THE SOLE MEMBER OF AFFILIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) AS WELL AS SEVERAL ADDITIONAL ENTITIES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF THE AFFILIATED ORGANIZATIONS NOTED ABOVE. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. |
| FORM 990, PART VI, SECTION A, LINE 6 | EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF MOUNT AUBURN HOSPITAL, THE MEMBER OF MOUNT AUBURN HOSPITAL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER OF MOUNT AUBURN HOSPITAL HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN MOUNT AUBURN HOSPITAL'S BY-LAWS: SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO THE BOARD OF TRUSTEES OF THE CORPORATION ("BOARD") IN THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE THESE BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. FOR THE PERIOD ENDING ON THE THIRD ANNIVERSARY OF THE DATE THE MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE CORPORATION, THE MEMBER'S AUTHORITY TO CHANGE THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES IS SUBJECT TO THE REQUIREMENT THAT IT OBTAIN THE UNANIMOUS CONSENT OF THE CORPORATION'S DESIGNATED TRUSTEES (AS DEFINED IN THE BYLAWS OF THE MEMBER) AND THE APPROVAL OF THE MEMBER'S BOARD OF TRUSTEES (THE "MEMBER'S BOARD"). THE MEMBER MAY NOT CAUSE THE CORPORATION TO CEASE OPERATING A SEPARATELY LICENSED HOSPITAL FACILITY, OR CLOSE ANY ESSENTIAL SERVICE OF SUCH HOSPITAL FACILITY, WITHOUT CONSULTING WITH THE BOARD PRIOR TO TAKING SUCH ACTION. THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER CORPORATIONS; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER THESE BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) OF THE PRECEDING SENTENCE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. THE POWERS OF THE BOARD IN CLAUSE (C) AND (D) OF THE FIRST SENTENCE OF THIS PARAGRAPH SHALL BE INDEPENDENT OF THE MEMBER AND NOT SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF THE MEMBER'S BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF MOUNT AUBURN HOSPITAL. THIS FORM 990 IS PREPARED IN CONJUNCTION WITH THE MOUNT AUBURN HOSPITAL FINANCE STAFF. IN ADDITION, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND DEPARTMENTS WITHIN BILH, MOUNT AUBURN HOSPITAL AND OTHER AFFILIATES TO ENSURE THAT OTHER FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS MAY INCLUDE: FINANCIAL ASSISTANCE AND REIMBURSEMENT, COMPLIANCE, GRADUATE MEDICAL EDUCATION, LEGAL, COMMUNITY BENEFITS, GOVERNANCE, DEVELOPMENT, HUMAN RESOURCES AND PAYROLL, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. THE TAX RETURNS REVIEWED BY THE BILH EXECUTIVE DIRECTOR, TAXATION, MOUNT AUBURN HOSPITAL'S CHIEF FINANCIAL OFFICER AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF MOUNT AUBURN HOSPITAL'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MOUNT AUBURN 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 [FIRST-TIER ENTITY]'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 MOUNT AUBURN HOSPITAL IS PROVIDED TO THE [FIRST-TIER ENTITY]'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 MOUNT AUBURN 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 MOUNT AUBURN HOSPITAL BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR MOUNT AUBURN HOSPITAL TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS NOTED THROUGHOUT THIS FILING, MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES (MAH AND MAPS RESPECTIVELY) ARE MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS MAH'S SOLE MEMBER AND MAH SERVING AS THE SOLE MEMBER OF MAPS. 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 MAH'S AND MAP'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 MAH COMPENSATION FOR MAH AND MAPS WAS SET BY THE MAH COMPENSATION COMMITTEE WHICH WAS COMPRISED OF INDEPENDENT MEMBERS OF THE MAH BOARD. THE MAH COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR MAH AND MAPS 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 MAH AND MAPS 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 MAH AND MAPS CEO. THE COMPENSATION PACKAGE FOR THE MAH AND MAPS 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 19 | MOUNT AUBURN 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 TO AFFILIATES -26,816,361. FAS 158 -24,706. GIFTS IN KIND USED FOR OPERATIONS -181,549. UNREALIZED CHANGE IN EQUITY INTEREST IN LPS -1,124,344. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (59 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON GILBERT SOCIETY INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 464371382 | SUPPORT | MA | 501(C)(3) | 7 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| ANNA JAQUES HOSPITAL | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01950 | 042104338 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 320058309 | TO PROVIDE EMERGENCY MEDICAL SERVICES | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE | ||||||||||||||||
| 930 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 043521077 | SCIENTIFIC & MEDICAL RESEARCH | MA | 501(C)(3) | 7 | CAREGROUP CLINICAL RESEARCH LLC | Yes (1) | ||||||
| BETH ISRAEL ANAESTHESIA FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042997215 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL COMMUNITY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(3) | 7 | Yes (1) | N/A | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 364803234 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043079630 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 208253452 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043030397 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 020671240 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL MILTON INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 042103604 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC | ||||||||||||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | 043229679 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC | ||||||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 222667354 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP | ||||||||||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043200113 | SUPPORT | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042794855 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042103881 | THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | 0 | ||||||
| BID PHYSICIAN ORGANIZATION LLC DBA BID CARE ORGANIZATION LLC | ||||||||||||||||
| 247 STATION DRIVE | WESTWOOD | MA | 02186 | 043426253 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| BETH ISRAEL DERMATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043117601 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH PHARMACY INC (FKA BIDMC PHARMACY) | ||||||||||||||||
| 80 WILSON WAY | WESTWOOD | MA | 02090 | 822526816 | TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH INC | ||||||||||||||||
| 20 UNIVERSITY ROAD | CAMBRIDGE | MA | 02138 | 832671600 | SUPPORT | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | ||||||
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF | ||||||||||||||||
| 199 REEDSDALE ROAD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| BIH PATHOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 222548374 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BIH RADIOLOGIC FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042571853 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| CAB HEALTH AND RECOVERY SERVICES INC | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042400270 | SUBSTANCE ABUSE | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| CAREGROUP PARMENTER HOME CARE & HOSPICE INC | ||||||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 473111453 | HOME CARE & HOSPICE | MA | 501(C)(3) | 12A, I | MOUNT AUBURN HOSPITAL | Yes (1) | ||||||
| COMMUNITY PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 043243146 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 3 | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN | ||||||||||||||||
| 185 PILGRIM ROAD | BOSTON | MA | 02215 | 043242952 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 222768204 | GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| HEALTH AND EDUCATION HOUSING SERVICES INC | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 223232914 | HUD HOUSING | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| JORDAN PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 043228556 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | Yes (1) | ||||||
| LAHEY CLINIC CANADIAN FOUNDATION | ||||||||||||||||
| FUNDRSG ORG | 0 | N/A | 130 KING STREET WEST | TORONTO | ONTARIO | CA | CA | |||||||||
| LAHEY CLINIC FOUNDATION INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042323457 | SUPPORT | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITALS AND MEDICAL CENTER) | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704686 | HEALTHCARE | MA | 501(C)(3) | 3 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY CLINIC INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704683 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY HEALTH SHARED SERVICES INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 043178972 | ADMINISTRATION | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LONGWOOD MEDICAL ENERGY COLLABORATIVE INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043476764 | COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | ||||||
| LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043208878 | INACTIVE CORPORATION | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE | ||||||||||||||||
| 464 HILLSIDE AVENUE | NEEDHAM | MA | 02492 | 042810972 | OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH PRIMARY CARE | Yes (1) | ||||||
| MOUNT AUBURN HOSPITAL | ||||||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 042103606 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||||||||||||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 043026897 | OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES | MA | 501(C)(3) | 12A, I | MOUNT AUBURN HOSPITAL | Yes (1) | ||||||
| NEW ENGLAND BAPTIST HOSPITAL | ||||||||||||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | 042103612 | ORTHOPEDIC SPECIALTY HOSPITAL | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC | ||||||||||||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | 043235796 | OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH | MA | 501(C)(3) | 3 | NEW ENGLAND BAPTIST HOSPITAL | Yes (1) | ||||||
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042777145 | HEALTHCARE | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST HEALTH SYSTEM INC | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043240453 | SUPPORT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| NORTHEAST HOSPITAL CORPORATION | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST MEDICAL PRACTICE INC | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST HOSPITAL CORPORATION | Yes (1) | ||||||
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME | ||||||||||||||||
| 800 CUMMINGS CENTER | BEVERLY | MA | 01915 | 201287349 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST SENIOR HEALTH CORPORATION | Yes (1) | ||||||
| NORTHEAST SENIOR HEALTH CORPORATION | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| SEACOAST AFFILIATED GROUP PRACTICE INC | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01915 | 043485648 | PHYSICIAN GROUP | MA | 501(C)(3) | 10 | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| SEACOAST NURSING AND REHABILITATION CENTER INC | ||||||||||||||||
| 302 WASHINGTON STREET | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC | ||||||||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01950 | 043318952 | FUNDRSG ORG | MA | 501(C)(3) | 12A, I | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| THE JORDAN HEALTH SYSTEMS INC | ||||||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 042103805 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 7 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 223137856 | ACO | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
| WINCHESTER HEALTHCARE MANAGEMENT INC | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 222701817 | MANAGEMENT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 042104434 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL FOUNDATION INC | ||||||||||||||||
| 39 DOUBLET HILL ROAD | WESTON | MA | 02493 | 043399570 | SUPPORT | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BILH INVESTMENT PARTNERSHIP LLP (FKA CAREGROUP INVESTMENT PARTNERSHIP LLP | |||||||||||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043278109 | INVESTMENT PARTNERSHIP | MA | BETH ISRAEL DEACONESS MEDICAL CENTER | EXCLUDED | $7,114,637 | $100,666,520 | 0 | -$601,730 | 0 | 0.11520 | |
| BIDCO PHYSICIAN LLC | |||||||||||||||
| ONE UNIVERSITY AVE NORTH ENTRANCE | WESTWOOD | MA | 02090 | 461589743 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | N/A | ||||||||
| BIDCO HOSPITAL LLC | |||||||||||||||
| 247 STATION DRIVE NORTHWEST 1 | WESTWOOD | MA | 02090 | 461643790 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | N/A | ||||||||
| CAREGROUP CLINICAL RESEARCH LLC | |||||||||||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 300228711 | TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP | MA | N/A | ||||||||
| PHYSICIAN PROFESSIONAL SERVICES LLP | |||||||||||||||
| 10 CABOT ROAD | MEDFORD | MA | 02215 | 043275078 | TO PROVIDE MEDICAL BILLING SERVICES | MA | N/A | ||||||||
| WINCHESTER HOSPITALSHIELDS MRI LLC | |||||||||||||||
| 700 CONGRESS ST | QUINCY | MA | 02169 | 462523117 | MRI SERVICES | MA | N/A | ||||||||
| SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC | |||||||||||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 383989358 | MRI SERVICES | MA | N/A | ||||||||
| HAVERHILL MOB LLC | |||||||||||||||
| 50 CHESTNUT ST | NEEDHAM | MA | 02492 | 812856118 | MEDICAL OFFICE BUILDING | MA | N/A | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC | |||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 161744477 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| HUNTINGFIELD CORPORATION | |||||||||||||
| C/O LAHEY CLINIC FOUNDATION INC 41 | BURLINGTON | MA | 01805 | TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS. | MA | N/A | C | Yes (1) | |||||
| JORDAN COMMUNITY ACO INC | |||||||||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | 454047430 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH | MA | N/A | C | Yes (1) | ||||
| LAHEY CLINIC INSURANCE CO LTD | |||||||||||||
| INSURANCE | N/A | C | Yes (1) | CRAIG APPIN HOUSE PO BOX HM 2450 | HAMILTON | BD | BD | ||||||
| LEDGEWOOD HEALTHCARE CORPORATION | |||||||||||||
| 87 HERRICK STREET | BEVERLY | KY | 01915 | 042855189 | NURSING HOME | KY | N/A | C | Yes (1) | ||||
| NORTHEAST PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 500 CUMMINGS CENTER STE 6500 | BEVERLY | MA | 01915 | 043258053 | PHYS HOSP ORG | MA | N/A | C | Yes (1) | ||||
| NORTHEAST PHYSICAN PRACTICE INC | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043285837 | PHYSICIAN OFFICE | MA | N/A | C | Yes (1) | ||||
| NORTHEAST PROPRIETARY CORP | |||||||||||||
| 100 POWERS STREET | BEVERLY | MA | 01915 | 042855191 | MEDICAL SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042932059 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043262963 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 472646454 | PHYS HOSP ORG | MA | N/A | C | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||
| P | $1,965,962 | FMV |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||
| S | $220,334 | FMV |
| BETH ISRAEL LAHEY HEALTH INC | ||
| P | $6,823,816 | FMV |
| BETH ISRAEL LAHEY HEALTH INC | ||
| Q | $551,631 | FMV |
| CAREGROUP PARMENTER HOME CARE & HOSPICE INC | ||
| J | $211,347 | FMV |
| CAREGROUP PARMENTER HOME CARE & HOSPICE INC | ||
| Q | $720,275 | FMV |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||
| P | $2,487,673 | FMV |
| LAHEY CLINIC HOSPITAL INC (LAHEY HOSPITALS AND MEDICAL CENTER) | ||
| P | $301,747 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| P | $301,292 | FMV |
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||
| K | $289,153 | FMV |
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||
| J | $1,683,598 | FMV |
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||
| P | $7,750,890 | FMV |
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||
| Q | $87,116,452 | FMV |
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||
| P | $62,394 | FMV |
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA LAHEY HEALTH AT HOME | ||
| Q | $639,554 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R PARTS I THROUGH V: | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH) AND THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN). THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). THESE ENTITIES MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. THE BY-LAW OF THESE ENTITIES REFLECT THE CENTRALIZATION OF THE SYSTEM, AND AS SUCH, AFFILIATES WITHIN THE BILH SYSTEM ARE CONSIDERED CONTROLLED ENTITIES UNDER IRC SECTION 512(B)(13), AS EACH AFFILIATE IS UNDER COMMON GOVERNANCE CONTROL, AS DESCRIBED IN TREAS. REGS. 1.512(B)-1(L)(4). IN ADDITION, UNDER INTERNAL REVENUE CODE SECTION 512, CONTROL MEANS THAT MORE THAN 50 PERCENT OF THE DIRECTORS OR TRUSTEES OF AN ORGANIZATION ARE EITHER REPRESENTATIVES OF, OR DIRECTLY OR INDIRECTLY CONTROLLED, BY AN EXEMPT ORGANIZATION. A TRUSTEE OR DIRECTOR IS A REPRESENTATIVE OF AN EXEMPT ORGANIZATION IF THEY ARE A TRUSTEE, DIRECTOR, AGENT, OR EMPLOYEE OF SUCH EXEMPT ORGANIZATION. UNDER THIS DEFINITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND IT'S AFFILIATES ARE INCLUDED IN FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR. | ExplanationTxt |