CORE PHYSICIANS LLC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CORE PHYSICIANS LLC (EIN 87-0807914)
Tax period: 2023-10-01 to 2024-09-30
Filed: 2025-08-15
IRS object ID: 202512279349302621
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-15T11:57:15-05:00	ReturnTs
Tax Period End	2024-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 MONUMENT CIRCLE SUITE 4200	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	870807914	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CORE PHYSICIANS LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CORE	BusinessNameControlTxt
Phone	6035806694	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO BILH TAX 529 MAIN ST 4TH FL	AddressLine1Txt
City	CHARLESTOWN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02129	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RAFAEL HERNANDEZ	PersonNm
Person Title	VP, BILH CORPORATE TREASURER	PersonTitleTxt
Phone	6035806694	PhoneNum
Signature	2025-08-14	SignatureDt
Discuss With Paid Preparer	0	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANGELA M MOORE	PreparerPersonNm
PTIN	P00244342	PTIN
Phone	3174648600	PhoneNum
Preparation	2025-08-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	MELANIE LANIER DO	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O BILH TAX 529 MAIN ST 4TH FL	AddressLine1Txt
City	CHARLESTOWN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02129	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$109,271,594	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.COREPHYSICIANS.ORG	WebsiteAddressTxt
Type Of Organization Other	Yes (X)	TypeOfOrganizationOtherInd
Other Organization Dsc	LIMITED LIABILITY CORPORATION	OtherOrganizationDsc
Formation	2007	FormationYr
Legal Domicile State	NH	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	893	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$192,468	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$8,330	PYContributionsGrantsAmt
CY Contributions Grants	$72,000	CYContributionsGrantsAmt
PY Program Service Revenue	$94,874,801	PYProgramServiceRevenueAmt
CY Program Service Revenue	$109,187,756	CYProgramServiceRevenueAmt
PY Investment Income	$12,915	PYInvestmentIncomeAmt
CY Investment Income	$11,838	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$94,896,046	PYTotalRevenueAmt
CY Total Revenue	$109,271,594	CYTotalRevenueAmt
PY Grants And Similar Paid	$14,500	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$5,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$8,362,461	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$94,426,059	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$103,551,098	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$40,141,267	PYOtherExpensesAmt
CY Other Expenses	$40,165,834	CYOtherExpensesAmt
PY Total Expenses	$134,581,826	PYTotalExpensesAmt
CY Total Expenses	$152,084,393	CYTotalExpensesAmt
PY Revenues Less Expenses	-$39,685,780	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$42,812,799	CYRevenuesLessExpensesAmt
Total Assets BOY	$35,503,874	TotalAssetsBOYAmt
Total Assets EOY	$37,303,143	TotalAssetsEOYAmt
Total Liabilities BOY	$37,450,393	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$53,944,372	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$1,946,519	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$16,641,229	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	$127,235,252	ExpenseAmt
Grant	$5,000	GrantAmt
Revenue	$109,187,756	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$127,235,252	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	60	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	893	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	0	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	NH	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAREN WOLFSON AVP TAXATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7817448924	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	BILH SCHRAFFTS CITY CTR 4TH FL 529	AddressLine1Txt
City	CHARLESTOWN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02129	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CRESTA DEBRA
MANAGING MEMBER (EX-OFF) (PRES, EHR)	1.00	58.00	Yes (X)	$0	$1,098,754	$16,277
MEEHAN DO NEIL
MGING MBR(EXO)/SYS MGR,CHF EXEC PHYS	1.00	56.00	Yes (X)	$0	$818,799	$63,260
LANIER DO MELANIE
PRES&MANAGING MEMBER (EXO), CLIN MGR	55.00	0.00	Yes (X)	$800,940	$0	$50,408	Yes (X)
PEELMAN MD JESSICA
MANAGING MEMBER, CLINICIAN MANAGER	55.00	0.00	Yes (X)	$731,580	$0	$54,490
CASASSA ALLISON J
MGING MEMBER, ASST TREAS; (CFO, EHR)	1.00	58.00	Yes (X)	$0	$685,247	$23,250	Yes (X)
SCHAFFER MD MICHAEL
MGING MEMBER(EX-OFF), CLIN MGR & CMO	55.00	0.00	Yes (X)	$636,811	$0	$64,240
MCKEE MD RODERICK
MANAGING MEMBER, CLINICIAN MANAGER	55.00	0.00	Yes (X)	$536,294	$0	$54,260
PORTER MD BRIAN
MANAGING MEMBER, CLINICIAN MANAGER	55.00	0.00	Yes (X)	$484,543	$0	$52,425
PANGAN MD MICHAEL
CHAIR & MGING MEMBER, CLIN MANAGER	55.00	2.00	Yes (X)	$344,226	$0	$54,171	Yes (X)
DAVE MD APARA
MANAGING MEMBER, CLINICIAN MANAGER	55.00	0.00	Yes (X)	$337,921	$0	$51,526
FARRELL MD KATHLEEN
MANAGING MEMBER, CLINICIAN MANAGER	55.00	0.00	Yes (X)	$321,286	$0	$22,598
KELLY MD ROBERT
MANAGING MEMBER, CLINICIAN MANAGER	55.00	0.00	Yes (X)	$280,852	$0	$56,566
RIOS CINDY
TREAS (EX-OFF) (EXEC VP & CFO, BILH)	1.00	64.00		$0	$1,471,427	$217,736	Yes (X)
KATZ ESQ JAMIE
CLERK (EX-OFF); GENERAL COUNSEL BILH	1.00	64.00		$0	$1,270,175	$32,002	Yes (X)
SPRAUER ESQ CONSTANCE D
ASSISTANT CLERK (SVP LEGAL AFFAIRS)	1.00	56.00		$0	$535,449	$35,480	Yes (X)
BOYD ESQ STEPHEN
ASST CLERK (DIV VP DEP GC COMM BILH)	1.00	59.00		$0	$314,060	$15,921	Yes (X)
ABRAMSON ESQ MICHAEL S
ASST CLERK (ASSOC GEN COUNSEL, BILH)	1.00	2.00		$0	$0	$0	Yes (X)
CASSETTA SANDY
VP, FINANCE & PHYSICIAN COMP	55.00	0.00		$469,363	$0	$64,894		Yes (X)
HENNELLY LORI
VP, OPERATIONS CORE FACILITIES	55.00	0.00		$413,232	$0	$21,305		Yes (X)
CLERK MD AVNISH
ORTHOPEDIC SURGEON	55.00	0.00		$1,050,010	$0	$52,611			Yes (X)
JOHNSON MD MPH E WILLIAM
UROLOGIST	55.00	0.00		$946,606	$0	$54,491			Yes (X)
MCGOVERN MD THOMAS
ORTHOPEDIC SURGEON	55.00	0.00		$958,704	$0	$40,107			Yes (X)
CABRAL DO CHAD
GASTROENTEROLOGIST	55.00	0.00		$945,856	$0	$51,411			Yes (X)
COLMAN MD AARON
ORTHOPEDIC SURGEON	55.00	0.00		$825,715	$0	$51,411			Yes (X)
BONESHO MD ALEXANDRA
FMR CHR & MANAGING MEMBER, CLIN MGR	0.00	0.00		$356,884	$0	$51,300				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$10,440,823	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$6,193,911	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,252,140	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	219	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
EXETER HEALTH RESOURCES INC
5 ALUMNI DRIVE	EXETER	NH	03833	ADMINISTRATIVE MGMT FEES	$4,900,715
NEXTGEN HEALTHCARE INC
PO BOX 809390	CHICAGO	IL	60680	BILLING SOFTWARE AND SUPPORT	$2,348,345
MASSACHUSETTS GENERAL HOSPITAL
PO BOX 3210	BOSTON	MA	022413210	PHYSICIAN SERVICES	$1,706,325
CHG COMPANIES INC
PO BOX 972651	DALLAS	TX	753972651	PHYSICIAN SERVICES	$902,518
MEDICUS HEALTHCARE SOLUTION
22 ROULSTON ROAD	WINDHAM	NH	03087	PHYSICIAN SERVICES	$864,668

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	19	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$72,000	AllOtherContributionsAmt
Total Contributions	$72,000	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT SERVICES	621110	$91,387,463	$91,387,463
OTHER OPERATING INCOME	621110	$12,366,992	$12,366,992
MANAGED CARE FEES	621110	$4,295,554	$4,295,554
MEDICAL DIRECTOR FEES	621110	$1,137,747	$945,279	$192,468

Field	Value	IRS element (for citing)
Total Program Service Revenue	$109,187,756	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,838	TotalRevenueColumnAmt
Exclusion	$11,838	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$109,271,594	TotalRevenueColumnAmt
Related Or Exempt Func Income	$108,995,288	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$192,468	UnrelatedBusinessRevenueAmt
Exclusion	$11,838	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,000	TotalAmt
Program Services	$5,000	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$8,362,461	TotalAmt
Program Services	$8,362,461	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,903,931	TotalAmt
Program Services	$5,053,661	ProgramServicesAmt
Management And General	$850,270	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$408,184	TotalAmt
Program Services	$349,398	ProgramServicesAmt
Management And General	$58,786	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$81,150,793	TotalAmt
Program Services	$69,463,645	ProgramServicesAmt
Management And General	$11,687,148	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,041,438	TotalAmt
Program Services	$891,452	ProgramServicesAmt
Management And General	$149,986	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,107,043	TotalAmt
Program Services	$8,651,451	ProgramServicesAmt
Management And General	$1,455,592	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,939,709	TotalAmt
Program Services	$4,248,150	ProgramServicesAmt
Management And General	$691,559	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$4,900,715	TotalAmt
Management And General	$4,900,715	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,540	TotalAmt
Management And General	$1,540	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$16,430,519	TotalAmt
Program Services	$14,064,232	ProgramServicesAmt
Management And General	$2,366,287	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$149,988	TotalAmt
Program Services	$148,488	ProgramServicesAmt
Management And General	$1,500	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,228,241	TotalAmt
Program Services	$1,056,287	ProgramServicesAmt
Management And General	$171,954	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$47,998	TotalAmt
Program Services	$41,085	ProgramServicesAmt
Management And General	$6,913	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,204,481	TotalAmt
Program Services	$6,166,908	ProgramServicesAmt
Management And General	$1,037,573	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$258,490	TotalAmt
Program Services	$221,263	ProgramServicesAmt
Management And General	$37,227	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$517,514	TotalAmt
Program Services	$442,983	ProgramServicesAmt
Management And General	$74,531	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,694,798	TotalAmt
Program Services	$2,306,699	ProgramServicesAmt
Management And General	$388,099	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	SUPPLIES	Desc
Total	$6,731,550	TotalAmt
Program Services	$5,762,089	ProgramServicesAmt
Management And General	$969,461	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$152,084,393	TotalAmt
Program Services	$127,235,252	ProgramServicesAmt
Management And General	$24,849,141	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$391,254	BOYAmt
EOY	$528,374	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,362,461	BOYAmt
EOY	$9,030,572	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,946,102	BOYAmt
EOY	$1,501,376	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$24,821,753	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$22,720,065	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,568,140	BOYAmt
EOY	$2,101,688	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,673,829	BOYAmt
EOY	$17,047,577	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,562,088	BOYAmt
EOY	$7,093,556	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$35,503,874	BOYAmt
EOY	$37,303,143	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$12,404,310	BOYAmt
EOY	$13,581,829	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$25,046,083	BOYAmt
EOY	$40,362,543	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$37,450,393	BOYAmt
EOY	$53,944,372	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$2,061,102	BOYAmt
EOY	-$16,815,827	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$114,583	BOYAmt
EOY	$174,598	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$1,946,519	BOYAmt
EOY	-$16,641,229	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$35,503,874	BOYAmt
EOY	$37,303,143	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$42,812,799	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$881,911	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$29,000,000	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,877,371	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,366,835	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,221,194	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,330	CurrentTaxYearMinus1YearAmt
Current Tax Year	$72,000	CurrentTaxYearAmt
Total	$10,545,730	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$76,295,837	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$92,908,406	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$92,316,403	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$94,718,300	CurrentTaxYearMinus1YearAmt
Current Tax Year	$109,014,490	CurrentTaxYearAmt
Total	$465,253,436	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$78,173,208	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$100,275,241	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$93,537,597	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$94,726,630	CurrentTaxYearMinus1YearAmt
Current Tax Year	$109,086,490	CurrentTaxYearAmt
Total	$475,799,166	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,668,174	CurrentTaxYearMinus4YearsAmt
Total	$1,668,174	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,668,174	CurrentTaxYearMinus4YearsAmt
Total	$1,668,174	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$474,130,992	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,206	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,638	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,093	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,915	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,838	CurrentTaxYearAmt
Total	$41,690	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,206	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,638	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,093	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,915	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,838	CurrentTaxYearAmt
Total	$41,690	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,783	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$156,501	CurrentTaxYearMinus1YearAmt
Current Tax Year	$173,266	CurrentTaxYearAmt
Total	$369,550	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$78,216,197	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$100,280,879	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$93,545,690	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$94,896,046	CurrentTaxYearMinus1YearAmt
Current Tax Year	$109,271,594	CurrentTaxYearAmt
Total	$476,210,406	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99560	PublicSupportCY509Pct
Public Support PY509	0.99570	PublicSupportPY509Pct
Investment Income CY	0.00010	InvestmentIncomeCYPct
Investment Income PY	0.00010	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$114,583	BeginningYearBalanceAmt
Contributions	$72,001	ContributionsAmt
Other Expenditures	$11,986	OtherExpendituresAmt
End Year Balance	$174,598	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$126,650	BeginningYearBalanceAmt
Contributions	$8,330	ContributionsAmt
Other Expenditures	$20,397	OtherExpendituresAmt
End Year Balance	$114,583	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$192,500	BeginningYearBalanceAmt
Contributions	$159,648	ContributionsAmt
Other Expenditures	$225,498	OtherExpendituresAmt
End Year Balance	$126,650	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$127,691	BeginningYearBalanceAmt
Contributions	$268,800	ContributionsAmt
Other Expenditures	$203,991	OtherExpendituresAmt
End Year Balance	$192,500	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$115,127	BeginningYearBalanceAmt
Contributions	$209,197	ContributionsAmt
Other Expenditures	$196,633	OtherExpendituresAmt
End Year Balance	$127,691	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$482,928	OtherCostOrOtherBasisAmt
Depreciation	$372,915	DepreciationAmt
Book Value	$110,013	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,221,624	OtherCostOrOtherBasisAmt
Depreciation	$3,171,397	DepreciationAmt
Book Value	$50,227	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$21,117,201	OtherCostOrOtherBasisAmt
Depreciation	$19,175,753	DepreciationAmt
Book Value	$1,941,448	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,101,688	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED COMPENSATION INVESTMENTS	Desc
Book Value	$7,093,556	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$7,093,556	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
DUE TO RELATED ENTITIES	$15,647,472
DUE TO THIRD PARTIES	$545,277
LEASE LIABILITY	$17,079,348
DEFERRED COMPENSATION OBLIGATIONS	$7,090,446

Field	Value	IRS element (for citing)
Total Liability	$40,362,543	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE QUASI-ENDOWMENTS ARE FUNDS WHICH HAVE BEEN DONATED TO THE ORGANIZATION FOR A PURPOSE SPECIFIED BY THE DONOR. THESE FUNDS ARE HELD UNTIL USED FOR THE PURPOSE INTENDED BY THE DONOR.

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. ACCORDINGLY, NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. 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 FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, RESPECTIVELY.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
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 (24 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
RIOS CINDY
TREAS (EX-OFF) (EXEC VP & CFO, BILH)	$0	$926,412	$0	$523,188	$0	$21,827	$0	$182,509	$0	$35,227	$0	$1,689,163	$0	$0
KATZ ESQ JAMIE
CLERK (EX-OFF); GENERAL COUNSEL BILH	$0	$820,540	$0	$322,850	$0	$126,785	$0	$23,170	$0	$8,832	$0	$1,302,177	$0	$0
CRESTA DEBRA
MANAGING MEMBER (EX-OFF) (PRES, EHR)	$0	$557,394	$0	$386,150	$0	$155,210	$0	$0	$0	$16,277	$0	$1,115,031	$0	$0
CLERK MD AVNISH
ORTHOPEDIC SURGEON	$753,824	$0	$272,720	$0	$23,466	$0	$9,150	$0	$43,461	$0	$1,102,621	$0	$0	$0
JOHNSON MD MPH E WILLIAM
UROLOGIST	$549,068	$0	$374,072	$0	$23,466	$0	$9,150	$0	$45,341	$0	$1,001,097	$0	$0	$0
MCGOVERN MD THOMAS
ORTHOPEDIC SURGEON	$767,475	$0	$185,697	$0	$5,532	$0	$9,150	$0	$30,957	$0	$998,811	$0	$0	$0
CABRAL DO CHAD
GASTROENTEROLOGIST	$631,360	$0	$291,444	$0	$23,052	$0	$9,150	$0	$42,261	$0	$997,267	$0	$0	$0
MEEHAN DO NEIL
MGING MBR(EXO)/SYS MGR,CHF EXEC PHYS	$0	$487,286	$0	$294,216	$0	$37,297	$0	$19,800	$0	$43,460	$0	$882,059	$0	$0
COLMAN MD AARON
ORTHOPEDIC SURGEON	$713,353	$0	$88,896	$0	$23,466	$0	$9,150	$0	$42,261	$0	$877,126	$0	$0	$0
LANIER DO MELANIE
PRES&MANAGING MEMBER (EXO), CLIN MGR	$442,699	$0	$249,615	$0	$108,626	$0	$19,800	$0	$30,608	$0	$851,348	$0	$0	$0
PEELMAN MD JESSICA
MANAGING MEMBER, CLINICIAN MANAGER	$633,925	$0	$97,235	$0	$420	$0	$9,150	$0	$45,340	$0	$786,070	$0	$0	$0
CASASSA ALLISON J
MGING MEMBER, ASST TREAS; (CFO, EHR)	$0	$411,665	$0	$247,271	$0	$26,311	$0	$19,800	$0	$3,450	$0	$708,497	$0	$0
SCHAFFER MD MICHAEL
MGING MEMBER(EX-OFF), CLIN MGR & CMO	$386,980	$0	$202,417	$0	$47,414	$0	$19,800	$0	$44,440	$0	$701,051	$0	$0	$0
MCKEE MD RODERICK
MANAGING MEMBER, CLINICIAN MANAGER	$511,048	$0	$16,594	$0	$8,652	$0	$9,150	$0	$45,110	$0	$590,554	$0	$0	$0
SPRAUER ESQ CONSTANCE D
ASSISTANT CLERK (SVP LEGAL AFFAIRS)	$0	$330,346	$0	$174,789	$0	$30,314	$0	$19,800	$0	$15,680	$0	$570,929	$0	$0
PORTER MD BRIAN
MANAGING MEMBER, CLINICIAN MANAGER	$467,366	$0	$16,447	$0	$730	$0	$9,150	$0	$43,275	$0	$536,968	$0	$0	$0
CASSETTA SANDY
VP, FINANCE & PHYSICIAN COMP	$286,247	$0	$161,253	$0	$21,863	$0	$19,800	$0	$45,094	$0	$534,257	$0	$0	$0
HENNELLY LORI
VP, OPERATIONS CORE FACILITIES	$259,877	$0	$131,437	$0	$21,918	$0	$19,800	$0	$1,505	$0	$434,537	$0	$0	$0
BONESHO MD ALEXANDRA
FMR CHR & MANAGING MEMBER, CLIN MGR	$283,057	$0	$72,865	$0	$962	$0	$9,150	$0	$42,150	$0	$408,184	$0	$0	$0
PANGAN MD MICHAEL
CHAIR & MGING MEMBER, CLIN MANAGER	$264,848	$0	$77,878	$0	$1,500	$0	$9,150	$0	$45,021	$0	$398,397	$0	$0	$0
DAVE MD APARA
MANAGING MEMBER, CLINICIAN MANAGER	$296,596	$0	$18,459	$0	$22,866	$0	$9,150	$0	$42,376	$0	$389,447	$0	$0	$0
FARRELL MD KATHLEEN
MANAGING MEMBER, CLINICIAN MANAGER	$306,066	$0	$14,911	$0	$309	$0	$9,150	$0	$13,448	$0	$343,884	$0	$0	$0
KELLY MD ROBERT
MANAGING MEMBER, CLINICIAN MANAGER	$261,961	$0	$18,421	$0	$470	$0	$9,150	$0	$47,416	$0	$337,418	$0	$0	$0
BOYD ESQ STEPHEN
ASST CLERK (DIV VP DEP GC COMM BILH)	$0	$254,712	$0	$52,448	$0	$6,900	$0	$13,450	$0	$2,471	$0	$329,981	$0	$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, CORE PHYSICIANS, LLC OR ONE OF IT'S AFFILIATES MAY CHOOSE TO GROSS-UP A PAYMENT TO MAKE THE EMPLOYEE WHOLE FROM A TAX PERSPECTIVE. AS EXPLAINED FURTHER BELOW, ACROSS BILH THESE SITUATIONS ARE REVIEWED ON A CASE-BY-CASE BASIS AND THE COST OF ANY GROSS-UP IS CONSIDERED WHEN REVIEWING AN EMPLOYEE'S OVERALL COMPENSATION PACKAGE FOR REASONABLENESS. EXAMPLES OF THE TYPES OF EXPENSES WHICH MAY FALL INTO THIS CATEGORY ARE REIMBURSEMENT FOR RELOCATION AND TEMPORARY HOUSING.
PART I, LINE 3	AS REQUIRED BY THIS FORM 990 AND AS REPORTED IN THE FORM 990 SCHEDULE J, ALTHOUGH THIS FILING COVERS THE FISCAL PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024, COMPENSATION REPORTED IN THIS FILING IS CALENDAR YEAR 2023 COMPENSATION. IN ADDITION, AS REPORTED IN THE PRIOR YEAR FORM 990 FOR CORE PHYSICIANS, LLC. (CORE), EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND EHRI IS THE MEMBER OF CORE. THE PRESIDENT OF EHRI ALSO SERVES AS THE PRESIDENT (EX-OFFICIO) OF CORE. THE EHRI PRESIDENT EFFECTIVE JULY 1, 2023 AS WELL AS OTHER CORE OFFICERS AND SYSTEM MANAGERS WHOSE POSITIONS COMMENCED ON OR AFTER JULY 1, 2023 AND WHO ARE EMPLOYED BY BILH, WAS SET BY THE BILH COMPENSATION COMMITTEE AND/OR BOARD. COMPENSATION FOR THE EHRI AND CORE PRESIDENT WHO COMMENCED IN THAT ROLE EFFECTIVE JULY 1, 2023 WAS ALSO SET BY THE BILH COMPENSATION COMMITTEE. COMPENSATION OF OTHER CORE OFFICERS, SYSTEM MANAGERS AND KEY EMPLOYEES WAS SET PRIOR TO BILH BECOMING THE SOLE MEMBER OF EHRI AND WAS SET BY THE EHRI COMPENSATION COMMITTEE AND BOARD. BOTH COMPENSATION COMMITTEES ENGAGED IN PROCESSES INTENDED TO ENSURE THAT ALL OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES RECEIVED REASONABLE COMPENSATION PACKAGES. ADDITIONAL DETAIL IS BELOW. BILH COMPENSATION COMMITTEE PROCESS: CORE PHYSICIANS, LLC'S PRESIDENT IS EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING BECAME THE SOLE MEMBER OF EHRI ON JULY 1, 2023. EHRI IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE PRESIDENT OF CORE PHYSICIANS, LLC WHO STARTED IN THE ROLE EFFECTIVE JULY 1, 2023. THE COMPENSATION SETTING PROCESS FOR THE EHRI PRESIDENT WHO ALSO SERVED AS THE CORE PRESIDENT THROUGH JUNE 30, 2023 AS WELL AS OFFICERS AND SYSTEM MANAGERS WHOSE POSITIONS COMMENCED BEFORE JULY 1, 2023 IS DESCRIBED BELOW. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, 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. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES 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 AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BILH BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE 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. EHRI EXECUTIVE COMMITTEE COMPENSATION SETTING PROCESS FOR CORE PHYSICIANS LLC PRESIDENT, OFFICERS AND SYSTEM MANAGERS: AS NOTED PREVIOUSLY, EHRI IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC (CORE). PRIOR TO JULY 1, 2023, THE EHRI BOARD OF TRUSTEES' EXECUTIVE COMMITTEE WAS RESPONSIBLE FOR MAINTAINING A FORMAL PROCESS FOR SETTING TOTAL AND REASONABLE COMPENSATION FOR THE CORE PRESIDENT AND OTHER LISTED SYSTEM MANAGERS REPORTED IN THIS FILING. THE COMMITTEE WAS STAFFED WITH INDEPENDENT MEMBERS OF THE EHRI BOARD AND THE COMMITTEE'S PURPOSE WAS TO PROVIDE REASONABLE COMPENSATION TO THE CORE PHYSICIANS, LLC'S EXECUTIVES FOR ACHIEVING THE ORGANIZATION'S MISSION AND TO COMPLY WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE COMMITTEE CONDUCTED AN ANNUAL REVIEW OF THE CORE PRESIDENT'S COMPENSATION AS WELL AS THE COMPENSATION PACKAGES FOR OTHER OFFICERS AND SYSTEM MANAGERS. THE COMMITTEE RETAINED A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPETITIVE MARKET ANALYSIS, TO PROVIDE RANGES FOR BASE, INCENTIVE, AND TOTAL COMPENSATION AND TO PROVIDE ADVICE CONCERNING THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGES FOR THESE INDIVIDUALS. IN ADDITION, AS PART OF THE ANNUAL PROCESS, THE COMMITTEE DETERMINED IF THE THRESHOLD REQUIREMENTS FOR INCENTIVE AWARDS WERE MET, INCLUDING A REVIEW OF CONSISTING OF THE ORGANIZATION'S PERFORMANCE RESULTS FOR QUALITY, OPERATING SYSTEM EXCELLENCE AND FINANCIAL PERFORMANCE. THE COMMITTEE UTILIZED THAT ANALYSIS ALONG WITH PERFORMANCE APPRAISALS AND OTHER APPROPRIATE INFORMATION, INCLUDING BOTH PERSONAL AND CORE PHYSICIANS, LLC GOALS, IN CONNECTION WITH ITS ANNUAL COMPENSATION REVIEW. -FOR THE PRESIDENT OF CORE, THE EXECUTIVE COMMITTEE ALSO CONSIDERS THE RECOMMENDATIONS OF THE SYSTEM MANAGER WHO IS THE PRESIDENT OF EHRI, IN THE CAPACITY OF MEMBER OF CORE PRIOR TO MAKING A DETERMINATION ON THE CORE PRESIDENT'S COMPENSATION. -FOR THE SYSTEM MANAGER WHO IS THE TREASURER OF EHRI, THE RECOMMENDATION OF MEMBER'S PRESIDENT IS TAKEN INTO CONSIDERATION IN SETTING COMPENSATION WHICH IS SUBSEQUENTLY RATIFIED BY THE BOARD OF TRUSTEES OF THE EHRI IS ITS CAPACITY AS MEMBER OF CORE. -FOR THE SYSTEM MANAGER WHO IS THE PRESIDENT OF THE EHRI, THAT SYSTEM MANAGER'S COMPENSATION IS CONSIDERED BY THE EXECUTIVE COMMITTEE AND THE COMMITTEE MAKES RECOMMENDATIONS CONCERNING THAT SYSTEM MANAGER'S COMPENSATION TO THE EHRI BOARD OF TRUSTEES. THE COMMITTEE THEN MADE RECOMMENDATIONS TO THE FULL EHRI BOARD, IN ITS CAPACITY AS THE MEMBER OF CORE, RELATED TO THE COMPENSATION PACKAGES FOR THESE INDIVIDUALS. NONE OF THE INDIVIDUALS WHOSE COMPENSATION WAS BEING DISCUSSED WERE PRESENT DURING EXECUTIVE COMMITTEE DELIBERATIONS. THE COMMITTEE THEN PRESENTED ITS PROCESS, DELIBERATIONS AND RECOMMENDATIONS TO THE INDEPENDENT EHRI BOARD IN EXECUTIVE SESSION. IN ADDITION, THE COMPENSATION OF THE CORE PHYSICIANS' CHAIRMAN AND OTHER CLINICIAN MANAGERS IS GOVERNED BY THE CORE PHYSICIANS' COMPENSATION PLAN, WHICH IS APPROVED SOLELY BY THE SYSTEM MANAGERS (CORE'S PRESIDENT, PRESIDENT AND TREASURER OF EHRI). THE SYSTEM MANAGERS REVIEW COMPARABILITY DATA PREPARED BY A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT WHEN APPROVING COMPENSATION OF THE CLINICIAN MANAGERS, INCLUDING THE CHAIRMAN OF CORE. THE SYSTEM MANAGERS CONSIDER WHETHER THE COMPENSATION OF THE CLINICIAN MANAGERS (INCLUDING THE CHAIRMAN OF CORE) AND ANY ADJUSTMENTS TO COMPENSATION ARE IN THE ORGANIZATION'S BEST INTEREST AND BENEFIT AND IN COMPLIANCE WITH CORE PHYSICIANS' COMPENSATION PLAN.
PART I, LINE 4B	BILH AND ITS AFFILIATES MAINTAIN CERTAIN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS, WHICH UNDER THE DEFINITION TO THIS FORM 990 ARE SUPPLEMENTAL NONQUALIFIED PLANS: BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, LAHEY CLINIC FOUNDATION, INC. 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, THE JORDAN HEALTH SYSTEMS, INC. 457(F) DEFERRED COMPENSATION PLAN. IN ADDITION, DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THESE ADDITIONAL IRC 457(B) PLANS AND BENEFITS FROM PARTICIPATING IN ONE OF THESE PLANS IS ALSO REPORTED IN THIS FORM 990: BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS, DEFERRED BY PARTICIPANTS AND THE CHANGE IN VALUE OF THE PLAN BENEFITS RELATED TO THESE PARTICIPANTS'' ACCOUNTS 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	AS REQUIRED BY THIS FORM 990 AND AS REPORTED IN THE FORM 990 SCHEDULE J, ALTHOUGH THIS FILING COVERS THE FISCAL PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024, COMPENSATION REPORTED IN THIS FILING IS CALENDAR YEAR 2023 COMPENSATION. IN ADDITION, AS REPORTED IN THE PRIOR YEAR FORM 990 FOR CORE PHYSICIANS, LLC, EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND EHRI IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC. IN ADDITION, AS DESCRIBED ABOVE, COMPENSATION FOR SOME INDIVIDUALS REPORTED IN THIS FORM 990 SCHEDULE J WAS SET PRIOR TO JULY 1, 2023 BY THE EHRI EXECUTIVE COMMITTEE AND BOARD AND THE COMPENSATION FOR OTHER INDIVIDUALS REPORTED IN THIS FORM 990 SCHEDULE J WAS SET EFFECTIVE OR SUBSEQUENT TO JULY 1, 2023 BY THE BILH COMPENSATION COMMITTEE AND BOARD. FOR INDIVIDUALS WHOSE COMPENSATION WAS SET BY EHRI: EHRI AS SOLE MEMBER OF CORE PHYSICIANS, LLC PROVIDES AN ANNUAL INCENTIVE COMPENSATION PLAN FOR EXECUTIVES SELECTED BY THE EHRI BOARD OF TRUSTEES. SUCH PERSONS AND THEIR INCENTIVE COMPENSATION ARE DISCLOSED ON THIS FORM 990, PART VII, AND THIS SCHEDULE J. THE EHRI BOARD AND/OR ITS EXECUTIVE COMMITTEE APPROVED MEASURABLE ACHIEVEMENT CRITERIA FOR QUALITY, PATIENT SATISFACTION, PROCESS IMPROVEMENT, FINANCIAL PERFORMANCE, SERVICES INNOVATION AND OTHER COMPELLING AREAS OF STRATEGIC AND OPERATIONAL INTEREST. ADDITIONALLY, THE BOARD AND/OR ITS EXECUTIVE COMMITTEE ESTABLISHED MINIMUM, TARGETED AND MAXIMUM LEVELS FOR INCENTIVE AWARDS AND APPROVES ALL AWARDS FOR PARTICIPATING EXECUTIVES. FOR INDIVIDUALS WHOSE COMPENSATION WAS SET BY BILH: AS NOTED ABOVE, 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. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES. DURING THE 2023 CALENDAR YEAR, BILH MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, AND FOR THE BILH CEO AS NOTED ABOVE, THE FULL BILH BOARD OF TRUSTEES. ADDITIONAL INFORMATION IS INCLUDED IN THE EXPLANATORY NOTES TO THIS SCHEDULE J.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:	DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024 IS CALENDAR YEAR 2023 COMPENSATION. COMPENSATION SOURCES: COMPENSATION REPORTED FOR INDIVIDUALS MAY INCLUDE COMPENSATION PAID BY THE REPORTING ENTITY, AN AFFILIATE OF THE REPORTING ENTITY AND IN SOME CASES UNRELATED ENTITIES AS REQUIRED BY FORM 990. REPORTABLE 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: 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: ORDINARY WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. 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 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, AMOUNTS FROM ONE OR MORE OF THE FOLLOWING 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.
SCHEDULE J FOOTNOTES (CONTINUED):	ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. ABRAMSON, ESQ., S. MICHAEL -ASSOCIATE GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH, INC. -ASSISTANT CLERK (EX-OFFICIO) - EXETER HOSPITAL, INC. -TERM BEGAN ON MAY 30, 2024 -ASSISTANT CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES. INC. -TERM BEGAN ON MAY 30, 2024 -ASSISTANT CLERK (EX-OFFICIO) CORE PHYSICIANS. LLC -TERM BEGAN ON MAY 30, 2024 AS NOTED, MR. ABRAMSON SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. ACCORDINGLY, SINCE MR. ABRAMSON DID NOT BEGIN SERVING IN HIS POSITIONS UNTIL CALENDAR YEAR 2024, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. BONESHO, M.D., ALEXANDRA -FORMER BOARD CHAIRMAN AND MANAGING MEMBER , CLINICIAN MANAGER, CORE PHYSICIANS LLC BOYD, ESQ, STEPHEN -ASSISTANT CLERK (EX-OFFICIO) (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - ANNA JAQUES HOSPITAL, INC. -TERM BEGAN ON SEPTEMBER 26, 2024 -ASSISTANT CLERK (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - SEACOAST AFFILIATED GROUP PRACTICE, INC. -TERM BEGAN ON SEPTEMBER 26, 2024 IN ADDITION, MR. BOYD HELD FOLLOWING ROLES TERM STARTED JANUARY 29, 2024 AND ENDED MAY 29, 2024. -ASSISTANT CLERK (EX-OFFICIO) (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - CORE PHYSICIANS, LLC ASSISTANT CLERK (EX-OFFICIO) (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - EXETER HEALTH RESOURCES, INC. -ASSISTANT CLERK (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - EXETER HOSPITAL, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. CABRAL, D.O., CHAD -GASTROENTEROLOGIST - CORE PHYSICIANS, LLC CASASSA, ALLISON J. UNLESS OTHERWISE NOTED, MS. CASASSA SERVED IN THE FOLLOWING POSITIONS DURING THE PERIOD ENDED SEPTEMBER 30, 2024: -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER - EXETER HOSPITAL, INC. -TRUSTEE - ROCKINGHAM VISITING NURSE ASSOC & HOSPICE -CHIEF FINANCIAL OFFICER, TRUSTEE & TREASURER - EXETER MED REAL, INC. -MANAGING MEMBER & ASSISTANT TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MS. CASASSA INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $124,500 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED OUT IN THE AMOUNTS OF $12,769. CASSETTA, SANDY -VICE PRESIDENT, FINANCE - EXETER HOSPITAL, INC. -VICE PRESIDENT, FINANCE AND PHYSICIAN COMPENSATION CORE PHYSICIANS, LLC INCENTIVE COMPENSATION FOR MS. CASSETTA INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $90,000 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED-OUT IN THE AMOUNTS OF $11,538. CLERK, M.D., AVNISH -ORTHOPEDIC SURGEON CORE PHYSICIANS LLC COLMAN, M.D., AARON -ORTHOPEDIC SURGEON - CORE PHYSICIANS LLC CRESTA, DEBRA UNLESS OTHERWISE NOTED BELOW, MS. CRESTA HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2024: -TRUSTEE (EX-OFFICIO) & PRESIDENT - EXETER HEALTH RESOURCES, INC. -PRESIDENT & TRUSTEE - EXETER HOSPITAL, INC. -PRESIDENT, TRUSTEE, BOARD CHAIR & SECRETARY - EXETER MED REAL, INC. -TERM AS SECRETARY ENDED ON SEPTEMBER 30, 2024 -MANAGING MEMBER (EX-OFFICIO) - CORE PHYSICIANS, LLC -CHAIR & TRUSTEE (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC & HOSPICE AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MS. CRESTA INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $176,100 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED OUT AND GROUP TERM LIFE INSURANCE IN THE AMOUNT OF $120,609 AND $11,409, RESPECTIVELY. DAVE, M.D., APARA -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC FARRELL, M.D., KATHLEEN -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC HENNELLY, LORI -VICE PRESIDENT, OPERATIONS CORE FACILITIES - CORE PHYSICIANS, LLC INCENTIVE COMPENSATION FOR MS. HENNELLY INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $78,303 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED-OUT IN THE AMOUNTS OF $15,058. JOHNSON, M.D., E. WILLIAM -UROLOGIST CORE PHYSICIANS LLC KATZ, J.D., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: -GENERAL COUNSEL AND CLERK (EX-OFFICIO), - BETH ISRAEL LAHEY HEALTH, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. -CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL -CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL -CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. -CLERK - COMMUNITY PHYSICIANS ASSOCIATES, INC. -CLERK - BID - MILTON PHYSICIAN ASSOCIATES, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. -CLERK - THE JORDAN HEALTH SYSTEMS, INC. -CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL -CLERK - SEACOAST AFFILIATED GROUP PRACTICE, INC. -TRUSTEE AND CLERK (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. -TRUSTEE AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. -TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. -TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION -TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION -TRUSTEE AND CLERK (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. -TRUSTEE AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. -CLERK - WINCHESTER HEALTHCARE MANAGEMENT, INC. -CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -CLERK - LAHEY CLINIC, INC. -CLERK - LAHEY CLINIC HOSPITAL, INC.D/B/A LAHEY HOSPITAL & MEDICAL CENTER -CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION -TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) -TRUSTEE AND CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. -TRUSTEE AND CLERK - HEALTH AND EDUCATION HOUSING SERVICES, INC. -CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL -CLERK - JOSLIN CLINIC, INC. -CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. -CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. -CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP -CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -CLERK - EXETER HOSPITAL, INC. -CLERK (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $76,930. IN ADDITION, MR. KATZ OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $29,355. KELLY, M.D., ROBERT -MANAGING MEMBER , CLINICIAN MANAGER CORE PHYSICIANS LLC -TERM ENDED ON MARCH 31, 2024
SCHEDULE J FOOTNOTES (CONTINUED):	LANIER, DO, MELANIE -PRESIDENT& MANAGING MEMBER(EX-OFFICIO), CLINICIAN MANAGER CORE PHYSICIANS LLC INCENTIVE COMPENSATION FOR MS. LANIER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $141,000 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED-OUT AND TUITION ASSISTANCE IN THE AMOUNTS OF $45,192 AND $31,760, RESPECTIVELY. MCGOVERN, M.D., THOMAS -ORTHOPEDIC SURGEON CORE PHYSICIANS LLC MCKEE, M.D., RODERICK -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC MEEHAN, DO, NEIL -CHIEF EXECUTIVE PHYSICIAN EXETER HEALTH RESOURCES, INC. -TERM ENDED ON JUNE 7, 2024 -TRUSTEE ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE -TERM ENDED ON JUNE 7, 2024 -MANAGING MEMBER (EX-OFFICIO) (SYSTEM MANAGER, CHIEF EXECUTIVE PHYSICIAN) - CORE PHYSICIANS, LLC -TERMS ENDED ON JUNE 7, 2024 INCENTIVE COMPENSATION FOR MR. MEEHAN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $156,000 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFIT IN THE AMOUNTS OF $12,952. PANGAN, M.D. MICHAEL -TRUSTEE EXETER HEALTH RESOURCES, INC. -TRUSTEE EXETER HOSPITAL, INC. -BOARD CHAIR & MANAGING MEMBER , CLINICIAN MANAGER CORE PHYSICIANS, LLC PEELMAN, M.D., JESSICA -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC -TERM ENDED SEPTEMBER 30, 2024 PORTER, M.D., BRIAN -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC RIOS, CINDY MS. RIOS SERVED IN THE FOLLOWING POSITIONS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024: -EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. -TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP -TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. -TRUSTEE & TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. -TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. -TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. -TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. -TREASURER - BID - MILTON PHYSICIAN ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. -TREASURER - JOSLIN CLINIC, INC. -TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. -TREASURER - THE JORDAN HEALTH SYSTEMS, INC. -TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -TREASURER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TREASURER - LAHEY CLINIC, INC. -TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL -TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. -TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL -TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION -TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. -TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. -TRUSTEE & TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. -TRUSTEE & TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. -TRUSTEE & TREASURER - LAHEY HEALTH SHARED SERVICES, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION -TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) -TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION -TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. -TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL -TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -TREASURER - EXETER HOSPITAL, INC. -TREASURER - EXETER MED REAL, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC AND HOSPICE -TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION IN THE AMOUNT OF $125,000 RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, WAS NOT FUNDED, WAS NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. IN ADDITION, DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $52,757. SCHAFFER, M.D., MICHAEL -CHIEF MEDICAL OFFICER EXETER HEALTH RESOURCES, INC. -MANAGING MEMBER (EX-OFFICIO), CHIEF MEDICAL OFFICER AND CLINICIAN MANAGER CORE PHYSICIANS, LLC INCENTIVE COMPENSATION FOR MR. SCHAFFER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $120,000 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED-OUT IN THE AMOUNTS OF $38,462. SPRAUER, ESQ., CONSTANCE D. -SENIOR VICE PRESIDENT LEGAL AFFAIRS AND ASSISTANT CLERK EXETER HEALTH RESOURCES, INC. -TERM ENDED ON JANUARY 26, 2024 -ASSISTANT CLERK (SENIOR VICE PRESIDENT LEGAL AFFAIRS) - CORE PHYSICIANS, LLC -TERM ENDED ON JANUARY 26, 2024 -ASSISTANT CLERK (SENIOR VICE PRESIDENT LEGAL AFFAIRS) - EXETER HOSPITAL, INC. -TERM ENDED ON JANUARY 26, 2024 INCENTIVE COMPENSATION FOR MS. SPRAUER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $106,500.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III LINE 1:	THE MISSION OF CORE PHYSICIANS IS TO IMPROVE THE HEALTH OF THE COMMUNITY. THIS MISSION IS PRINCIPALLY ACCOMPLISHED THROUGH THE PROVISION OF HEALTH SERVICES AND INFORMATION TO THE COMMUNITY WITHIN THE RESOURCES AVAILABLE. AS A MULTI-SPECIALTY GROUP PRACTICE CORE PHYSICIANS PROVIDES COMMUNITY ACCESS TO PRIMARY CARE PHYSICIANS, SPECIALTY PHYSICIAN SERVICES, PEDIATRIC DENTAL SERVICES, OFFICE BASED LABORATORY SERVICE, AS WELL AS CONTRACTED PHYSICIANS TO SUPPORT EXETER HOSPITAL'S 24/7 INTENSIVIST'S COVERAGE PROGRAM IN ITS ICU, AND INPATIENT HOSPITALIST PROGRAM FOR ADULT AND PEDIATRICS. CORE PHYSICIANS SUPPORTS ACCESS TO ITS PHYSICIANS AND MEDICAL SERVICES THROUGH A ROBUST FINANCIAL ASSISTANCE PROGRAM THAT UNDERWRITES 100% OF THE COST OF MEDICAL CARE PROVIDED BY ITS PHYSICIANS BASED ON FAMILY SIZE AND INCOME FOR RESIDENTS OF OUR SERVICE AREA. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL (AJH), 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), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), EXETER HEALTH RESOURCES INC. (EHRI) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC) AND EXETER HEALTH RESOURCES INC SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL. EACH OF THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,700 PHYSICIANS AND 39,000 EMPLOYEES.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	AS NOTED THROUGHOUT THIS FORM 990, CORE PHYSICIANS IS A NOT-FOR-PROFIT PHYSICIAN GROUP AND MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. CORE PHYSICIANS IS A NETWORK OF COMMUNITY-BASED PHYSICIANS AFFILIATED WITH BETH ISRAEL LAHEY HEALTH AND PROVIDING CARE IN CONJUNCTION WITH, AND IN THE COMMUNITIES SERVED BY, EXETER HOSPITAL (EH OR HOSPITAL) THESE PRACTICES ARE COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES SERVED BY EH AND CORE PHYSICIANS BY PROVIDING HIGH QUALITY, PERSONALIZED HEALTH CARE WITH COMPASSION, DIGNITY AND RESPECT FOR PATIENT RIGHTS IN A COST EFFECTIVE AND SAFE ENVIRONMENT AND IS DEDICATED TO PROVIDING CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK, PROVIDING CARE TO IN THE COMMUNITY TO MEDICARE, MEDICAID AND ALL OTHER PATIENTS REGARDLESS OF THEIR RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. DURING THE PERIOD COVERED BY THIS FILING, CORE PHYSICIANS PROVIDED PRIMARY/FAMILY AND SPECIALTY CARE TO ITS PATIENTS. IN ADDITION, WHEN ADVANCED CARE IS NEEDED, CORE PHYSICIANS PROVIDES LEADING EDGE TREATMENT AT ITS AFFILIATE, EH AND LEADING-EDGE TREATMENT FROM BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) OR LAHEY HOSPITAL & MEDICAL CENTER AS WELL AS AND OTHER BILH AFFILIATES. LAHEY HOSPITAL & MEDICAL CENTER (LHMC) OR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), EACH A LEVEL I TRAUMA CENTER AND PROVIDE TERTIARY CARE AND CARE IN A WIDE RANGE OF SPECIALTIES. PRIMARY CARE CORE PHYSICIANS WITH 53 PHYSICIANS THAT SPECIALIZE IN THE DELIVERY OF PRIMARY CARE AND PROVIDING CARE IN THE EPPING, EXETER, HAMPTON, KINGSTON, PLAISTOW, PORTSMOUTH, STRATHAM, MA, COMMUNITIES SERVED BY CORE PHYSICIANS AND EH. PRIMARY CARE PHYSICIANS (PCPS) ARE COMMUNITY-BASED MEDICAL DOCTORS WHO GENERALLY PROVIDE THE FIRST CONTACT FOR A PATIENT WITH A NON-EMERGENT UNDIAGNOSED HEALTH CONCERN, AS WELL AS CONTINUING CARE FOR A VARIETY OF MEDICAL CONDITIONS. DURING THE FISCAL YEAR COVERED BY THIS FILING, CPA HAD 147,743 PRIMARY CARE / FAMILY CARE PATIENT VISITS. SPECIALTY CARE IN ADDITION, TO PRIMARY CARE, CORE PHYSICIANS HAS 109 SPECIALTY CARE PROVIDERS WHO PROVIDE CARE IN A WIDE RANGE OF SPECIALTY CARE AREAS INCLUDING CARDIOLOGY, ENDOCRINIOLOGY, GASTRO, GEN SURG, VASCULAR, ID, OBS/GYN, ORTHO, ENT, PALLIATIVE, PHYSIATRY, PLASTICS, PULMONARY, RHEUMATOLOGY, UROLOGY, WOUND, PODIATRY, NEUROLOGY, SLEEP, CRITICAL CARE, HOSPITALIST, ACUPUNCTURE, ALLERGY, PSYCHIATRY IN EXETER, STRATHAM, PLASITOW AND PORTSMOUTH MASSACHUSETTS. DURING THE FISCAL YEAR COVERED BY THIS FILING, CPA HAD A TOTAL OF 115,000 SPECIALTY CARE VISITS ACROSS THESE DISCIPLINES. IN ADDITION TO THE ACCOMPLISHMENTS NOTED ABOVE FOR CORE PHYSICIANS, AND AS NOTED THROUGHOUT THIS FORM 990, CORE PHYSICIANS IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. THE BILH CORE VALUES AND PRINCIPALS ARE LISTED HERE AS WELL AS NETWORK-WIDE ACCOMPLISHMENTS DURING THE FISCAL PERIOD COVERED BY THIS FILING. THE BILH NETWORK IS DELIVERING ON THE PROMISE TO BILH PATIENTS AND COMMUNITIES TO EXPAND ACCESS AND PROVIDE EXTRAORDINARY CARE, WHILE ALSO ADVANCING MEDICINE THROUGH DISCOVERY AND EDUCATION. THE BILH PURPOSE STATEMENT ARTICULATES THE IMPACT THAT EACH BILH AFFILIATE STRIVES TO MAKE IN THE COMMUNITIES SERVED. THESE SHARED VALUES GUIDE EACH ENTITY'S DAILY EFFORTS AND KEEP EACH AFFILIATE ALIGNED IN THE PURSUIT OF THE BILH PURPOSE, SHOWING HOW "WE CARE" FOR PATIENTS, EACH OTHER AND THE COMMUNITIES SERVED. PURPOSE STATEMENT: BILH CREATES HEALTHIER COMMUNITIES ONE PERSON AT A TIME THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE, INNOVATION AND EQUITY. BILH WE CARE VALUES: WELLBEING. WE PROVIDE A HEALTH-FOCUSED WORKPLACE AND SUPPORT A HEALTHY WORK-LIFE BALANCE. EMPATHY. WE DO OUR BEST TO UNDERSTAND OTHERS' FEELINGS, NEEDS AND PERSPECTIVES. COLLABORATION. WE WORK TOGETHER TO ACHIEVE EXTRAORDINARY RESULTS. ACCOUNTABILITY. WE HOLD OURSELVES AND EACH OTHER TO BEHAVIORS NECESSARY TO ACHIEVE OUR COLLECTIVE GOALS. RESPECT. WE VALUE DIVERSITY AND TREAT ALL MEMBERS OF OUR COMMUNITY WITH DIGNITY AND INCLUSIVENESS. EQUITY. EVERYONE HAS THE OPPORTUNITY TO ATTAIN THEIR FULL POTENTIAL IN OUR WORKPLACE AND THROUGH THE CARE WE PROVIDE. BILH IS ACCOMPLISHING THIS MISSION BY PROVIDING SUPPORT TO ITS AFFILIATES WHICH INCLUDE: 1. A PHYSICIAN ENTERPRISE THAT ENCOMPASSES THE SYSTEM'S NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS LOCATED THROUGHOUT OUR REGION; 2. A HOSPITAL AND AMBULATORY SERVICES GROUP THAT INCLUDES WORLD-CLASS ACADEMIC MEDICAL CENTERS AND TEACHING HOSPITALS WITH AFFILIATIONS WITH HARVARD MEDICAL SCHOOL, UM AND TUFTS UNIVERSITY SCHOOL OF MEDICINE; LEADING COMMUNITY HOSPITALS; A RENOWNED ORTHOPEDICS HOSPITAL; AND COMPREHENSIVE AMBULATORY CENTERS; 3. A POPULATION HEALTH ENTERPRISE THAT EMBRACES A MODEL OF CARE TO IMPROVE THE HEALTH OF ALL THOSE SERVED BY BILH; THE POPULATION HEALTH DOMAIN INCLUDES THE SYSTEM'S CLINICALLY INTEGRATED NETWORK OF AFFILIATED PROVIDERS AND VITAL SERVICES, INCLUDING BEHAVIORAL HEALTH AND HOME CARE SERVICES; 4. A ROBUST NETWORK OF ADMINISTRATIVE AND OPERATIONAL SERVICES TO ADVANCE STRATEGIC GOALS, BOTH LOCALLY AND AT THE SYSTEM LEVEL, THAT OFFERS EXPERTISE AND STANDARDIZED RESOURCES BASED ON BEST PRACTICES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), THE JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC (EHRI) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC), EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND LHSS IN TURN SERVED AS THE SOLE MEMBER OF BETH ISRAEL LAHEY HEALTH PRIMARY CARE. THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. SEE FORM 990 SCHEDULE R FOR ADDITIONAL AFFILIATED ENTITIES. BILH PROVIDES CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS. BILH SUPPORT INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING SERVICES: DEVELOPMENT AND FUNDRAISING, STRATEGIC PLANNING, COMPLIANCE, GOVERNANCE AND LEGAL SUPPORT, HUMAN RESOURCES, PATIENT CARE PAYOR CONTRACTING, OPERATIONAL SUPPORT SUCH AS PROCESSING PAYROLL AND ACCOUNTS PAYABLE, NETWORK-WIDE BENEFIT PLAN STRUCTURING AND NETWORK-WIDE CASH MANAGEMENT. BILH OVERSEES THE FINANCIAL WELL-BEING OF ITS AFFILIATES, INCLUDING PROVIDING MANAGEMENT, LEADERSHIP, DEBT STRUCTURING SUPPORT, FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT AND FINANCIAL SUPPORT SERVICES, INCLUDING INTERNAL AND EXTERNAL AUDIT, TREASURY, INSURANCE AND TAX SERVICES. FOR THE FISCAL PERIOD COVERED BY THIS FILING BILH, INC. PROVIDED SERVICES AND SUPPORT TO ITS AFFILIATES, IN THE AMOUNT OF $15,835,226,845. ADDITIONAL DETAIL ABOUT ACCOMPLISHMENTS ACROSS BILH ARE BELOW. BILH NETWORK ACCOMPLISHMENTS AND ACTIVITIES FISCAL YEAR ENDED SEPTEMBER 30, 2024 BILH'S SUPPORT OF ITS AFFILIATES ENABLES THE NETWORK AS A WHOLE TO ACCOMPLISH ITS PRIMARY MISSION OF IMPROVING THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. AS NOTED PREVIOUSLY IN THIS FILING, BILH STRIVES TO ACCOMPLISH THIS MISSION BY DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO USE SO IT IS BILH'S FOCUS TO PROVIDE PATIENTS WITH CARE THAT IS IN CLOSE PROXIMITY AND CONVENIENT REGARDLESS OF WHERE PATIENTS LIVE, THEIR HEALTH HISTORY OR STAGE OF LIFE AND BILH IS ACCOMPLISHING THIS GOAL BY PROVIDING SUPPORT TO EACH OF ITS AFFILIATES, PROVIDING AN ORGANIZATIONAL STRUCTURE AND OPERATING MODEL WHICH IS DRIVEN BY FOUR DEEPLY INTERCONNECTED DOMAINS DESIGNED TO ADVANCE MEANINGFUL PARTNERSHIPS ACROSS ORGANIZATIONS, CARE SETTINGS, SPECIALTIES, AND GEOGRAPHIES TO ENSURE BILH PATIENTS RECEIVE THE CARE THEY NEED IN THE COMMUNITIES WHERE THEY LIVE AND WORK.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	PATIENT CARE DELIVERY ACROSS THE BILH NETWORK -- FISCAL YEAR ENDED SEPTEMBER 30, 2024 HOSPITAL CARE: DURING THE PERIOD COVERED BY THIS FILING, THE BILH HOSPITALS PROVIDED CARE TO PATIENTS IN A FULL SPECTRUM OF SPECIALTIES AND UTILIZING A WIDE RANGE OF MODALITIES. BELOW ARE A SAMPLE OF THE HOSPITAL CARE PROVIDED TO BILH PATIENTS. DURING THE FISCAL YEAR COVERED BY THIS FILING, BILH HOSPITALS HAD APPROXIMATELY 4.9 MILLION OUTPATIENT ENCOUNTERS. APPROXIMATELY 80,000 OUTPATIENT/AMBULATORY SURGERIES AND OVER 100,000 ENDOSCOPIES WERE PERFORMED, IN ADDITION, ACROSS BILH HOSPITALS PATIENTS HAD MORE THAN 141,000 ONCOLOGY VISITS AND ALMOST 111,000 ONCOLOGY INFUSIONS, 268,000 EKGS, OVER 59,000 ORTHOPEDIC PROCEDURES, MORE THAN 758,000 RADIOLOGY EXAMS, OVER 312,000 CT EXAMS, MORE THAN 177,000 ULTRASOUND PROCEDURES, OVER 142,000 MRIS, OVER 221,000 OUTPATIENT BREAST IMAGING EXAMS, APPROXIMATELY 312,000 OUTPATIENT REHABILITATION AND PHYSICAL THERAPY VISITS AND MORE THAN 11.7 MILLION OUTPATIENT LAB TESTS WERE PERFORMED. THE BILH HOSPITALS ALSO HAD APPROXIMATELY 432,000 EMERGENCY DEPARTMENT VISITS, MORE THAN 35,000 OBSERVATION CASES AND MORE THAN 137,000 INPATIENT DISCHARGES WITH APPROXIMATELY 729,000 INPATIENT DAYS, INCLUDING MORE THAN 44,000 INPATIENT PSYCH DAYS. DURING THIS PERIOD MORE THAN 31,000 INPATIENT SURGERIES WERE PERFORMED AND APPROXIMATELY 14,000 NEWBORNS WERE DELIVERED AND THERE WERE APPROXIMATELY 52,000 PAIN CLINIC VISITS. BILH HOSPITALS ALSO HAD MORE THAN 75,000 URGENT CARE VISITS DURING THIS PERIOD. NON-HOSPITAL PHYSICIAN CARE: DURING THE PERIOD COVERED BY THIS FILING, THE BILH PHYSICIANS PROVIDED CARE TO PATIENTS OUTSIDE OF THE HOSPITALS AND IN PHYSICIAN OFFICE OR OTHER CLINICAL SETTINGS. BELOW ARE A SAMPLE OF THE NON-HOSPITAL PHYSICIAN SERVICES PROVIDED TO BILH PATIENTS. DURING THE FISCAL YEAR COVERED BY THIS FILING, MORE THAN 470 PRIMARY CARE AND FAMILY PRACTICE PROVIDERS HAD APPROXIMATELY 843,000 PATIENT VISITS AND PROVIDERS ACROSS THE FULL SPECTRUM OF SPECIALTIES HAD MORE THAN 624,000 PATIENT VISITS. IN ADDITION, JOSLIN DIABETES CENTER HAD MORE THAN 27,000 PATIENT VISITS RELATED TO DIABETES CARE AND THERE WERE MORE THAN 53,000 URGENT CARE VISITS TO NON-HOSPITAL URGENT CARE LOCATIONS. COMMUNITY BENEFITS, UNCOMPENSATED CARE, COSTS TO PROVIDE CARE TO MEDICAID AND MEDICARE PATIENTS FISCAL YEAR ENDED SEPTEMBER 30, 2024 DURING THE FISCAL YEAR COVERED BY THIS FILING BILH HOSPITALS PROVIDED MORE THAN $52 MILLION IN NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST. IN ADDITION TO THE CHARITY CARE REPORTED ABOVE, EACH OF THE BILH HOSPITALS 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 ENSURE LOW-INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, THE COST OF PROVIDING CARE TO MEDICAID PATIENTS ACROSS BILH EXCEEDED PAYMENTS RECEIVED FOR PROVIDING THAT CARE RESULTING IN A COMBINED SHORTFALL EXCEEDING $35.5 MILLION RELATED TO TREATING MEDICAID PATIENTS. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS. PAYMENTS FROM MEDICARE DO NOT COVER THE COST OF SERVICES PROVIDED. ALL BILH HOSPITALS PROVIDE CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, THE COST OF PROVIDING CARE TO MEDICARE PATIENTS ACROSS BILH EXCEEDED PAYMENTS RECEIVED FOR PROVIDING THAT CARE, RESULTING IN A COMBINED SHORTFALL EXCEEDING $161 MILLION RELATED TO TREATING MEDICARE PATIENTS. IN ADDITION TO THE COSTS NOTED ABOVE, DURING THE FISCAL YEAR COVERED BY THIS FILING BILH HOSPITALS PROVIDED COMBINED COMMUNITY BENEFITS, COMMUNITY HEALTH IMPROVEMENT SERVICES, CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY HEALTH CENTERS AND OTHER GROUPS AS WELL AS COSTS INCURRED RELATED TO SUBSIDIES FOR PRIMARY AND SPECIALTY CARE ACCESS, BEHAVIORAL HEALTH CARE AND OTHER CARE PROVIDED AT A LOSS TOTALING OVER $150 MILLION. FOR ADDITIONAL INFORMATION ON THESE ACTIVITIES AS WELL AS EACH HOSPITAL'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY, PLEASE SEE FORM 990 SCHEDULE H FOR EACH OF THE BILH HOSPITALS. EDUCATION AND RESEARCH FISCAL YEAR ENDED SEPTEMBER 30, 2024 RESEARCH ACTIVITIES ACROSS BILH SERVE PATIENT CARE BOTH AT BILH AND BEYOND AS PART OF THE ADVANCEMENT OF SCIENCE. BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER PROVIDING LEADING EDGE PATIENT CARE, IS A WORLD CLASS RESEARCH INSTITUTION AND IS DEVOTED TO TEACHING AND TRAINING THE MEDICAL PROFESSIONALS OF TOMORROW, EMBRACING TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION AND TO THAT END, PART OF THE MEDICAL CENTER'S MISSION IS TO BE A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF OUR LOCAL AND EXTENDED COMMUNITIES. BIDMC HAS THE LARGEST RESEARCH OPERATIONS ACROSS BILH AND DURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER INCURRED OVER $370 MILLION IN RESEARCH EXPENSES, MORE THAN $91 MILLION OF WHICH WERE INTERNALLY FUNDED. ACROSS BILH HOSPITALS, COSTS FOR TRAINING MEDICAL PROFESSIONALS EXCEEDED $210 MILLION. REIMBURSEMENT FROM MEDICARE FOR THESE ACTIVITIES WAS APPROXIMATELY $67 MILLION WHICH LEFT A COMBINED SHORTFALL RELATED TO THESE ACTIVITIES ACROSS BILH OF OVER $143 MILLION WHICH IS AN INVESTMENT IN THE HEALTH SYSTEM OF TOMORROW. ADDITIONAL BILH NETWORK ACTIVITIES -- EXPANDING ACCESS AND SERVICES; CONTINUING TO PROVIDE HIGH QUALITY CARE AT A LOWER COST; BEHAVIORAL HEALTH; COMMUNITY INVESTMENTS FISCAL YEAR ENDED SEPTEMBER 30, 2024 THROUGHOUT THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH ("BILH") REMAINED COMMITTED TO DELIVERING HIGH-QUALITY CARE AT A LOWER COST BY LEVERAGING COMMUNITY SETTINGS AND MAINTAINING CARE WITHIN THE BILH PERFORMANCE NETWORK ("BILHPN"), WHEN APPROPRIATE. THE FOLLOWING HIGHLIGHTS SOME OF THESE ONGOING EFFORTS. IN ADDITIONAL TO THE ACCOMPLISHMENTS NOTED ABOVE, BILH CONTINUED THIS COMMITMENT WITH THE FOLLOWING ACTIVITIES: ENHANCING THE BILHPN OPERATING MODEL BILH PERFORMANCE NETWORK ("BILHPN") IS BILH'S CLINICALLY INTEGRATED NETWORK OF PHYSICIANS, CLINICIANS, AND HOSPITALS THAT WORK TOGETHER TO PROVIDE HIGH-QUALITY, COST-EFFECTIVE CARE FOR PATIENTS. BILHPN ACHIEVED ITS GOAL OF BECOMING A FULLY INTEGRATED CLINICALLY INTEGRATED NETWORK ("CIN") IN FY 2024. THIS MOVE POSITIONED ITS PROVIDERS TO IMPROVE CARE QUALITY AND SUCCEED IN A VALUE-BASED DELIVERY SYSTEM. ALONGSIDE THIS TRANSFORMATION, BILHPN HAS REDEFINED ITS OPERATING MODEL TO PRIORITIZE HIGH-QUALITY CARE, IMPROVE THE HEALTH OF THE POPULATIONS BILH SERVES, ENHANCE PERFORMANCE, AND PROMOTE WELL-BEING ACROSS ITS NETWORK. THROUGHOUT FY 2024, BILHPN CONCENTRATED ON QUALITY IMPROVEMENT INITIATIVES, SUCH AS REDUCING DISPARITY GAPS, LOWERING READMISSION RATES, IMPROVING DIABETES AND HYPERTENSION MANAGEMENT, AND ENHANCING SKILLED NURSING CARE VISITS. IMPROVING PHARMACY ACCESS THROUGHOUT FY 2024, BILH PHARMACY EXPERIENCED SIGNIFICANT EXPANSION THAT REFLECTS ITS ONGOING COMMITMENT TO IMPROVING ACCESS TO CARE AND REDUCING THE COST OF CARE. ITS ACHIEVEMENTS INCLUDE: EXPANDED ACCESS TO 8,000 ADDITIONAL PATIENTS, INCLUDING 5,700 MEDICAID PATIENTS; IMPROVED PATIENT FINANCIAL ASSISTANCE SERVICES; LAUNCHED CLINICS FOCUSED ON WEIGHT LOSS AND IRRITABLE BOWEL SYNDROME AND EXPANDED ACCESS TO ANTICOAGULATION MANAGEMENT THROUGH THE CENTRALIZED ANTICOAGULATION MANAGEMENT PROGRAM; LAUNCHED INSCRIPT TO PROVIDE PHARMACY BENEFIT MANAGEMENT ("PBM") SERVICES TO FULLY INSURED AND SELF-FUNDED HEALTH PLANS, RESULTING IN HEALTH PLAN MEMBERS SAVING OVER 20% IN OUT-OF-POCKET COSTS AND GREATER ACCESS TO MEDICATION; AND, EXPANDED PHARMACY PRESENCE IN CLINICS TO IMPROVE ACCESS TO MEDICATIONS FOR TREATING DIABETES AND CARDIOVASCULAR DISEASES. INCREASING ACCESS TO BEHAVIORAL HEALTH SERVICES IN FY 2024, BILH AWARDED $1.2 MILLION TO FOUR COMMUNITY-BASED ORGANIZATIONS TO IMPLEMENT BEHAVIORAL HEALTH NAVIGATOR PROGRAMS THAT WILL FUND THE HIRING, TRAINING, AND SUPPORT OF COMMUNITY-BASED BEHAVIORAL HEALTH NAVIGATORS WHO WILL WORK TO IDENTIFY, UNDERSTAND, AND EFFECTIVELY CONNECT RESIDENTS EXPERIENCING MENTAL HEALTH AND SUBSTANCE USE ISSUES TO APPROPRIATE SUPPORT AND ASSISTANCE. THE FOUR NONPROFIT ORGANIZATIONS IN THE GATEWAY MUNICIPALITIES OF HAVERHILL, LYNN, PEABODY, AND QUINCY HAVE BEEN GIVEN $300,000 EACH FROM FY 2024 TO 2027 TO LAUNCH THESE PROGRAMS IN THEIR COMMUNITIES.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	LABORATORY SERVICES EXPANSION AND OPTIMIZATION BILH TRANSITIONED TO CENTRALIZED OVERSIGHT OF ALL LABORATORY DRAW SITES IN FY 2024 AND CREATED 11 NEW COMMUNITY-BASED LAB DRAW STATIONS, WHICH INCREASES PATIENT ACCESS TO LAB SERVICES AND IMPROVES BOTH PATIENT AND PROVIDER SATISFACTION. THE CENTRALIZED OVERSIGHT MODEL BETTER ENABLES BILH TO FOCUS ON QUALITY, SERVICE, AND PHLEBOTOMIST RECRUITMENT. IN ADDITION, BILH CONTINUES TO REFINE TRANSPORTATION ROUTES FOR LAB SPECIMENS, MAINTAINING HIGH STANDARDS FOR TURNAROUND TIMES AND EFFICIENCY, WHICH FURTHER IMPROVES THE OVERALL QUALITY OF LABORATORY SERVICES. ENHANCEMENT OF CARE DELIVERY ACROSS PRIMARY CARE PRACTICES BILH PRIMARY CARE ("BILHPC") CONTINUED TO ENHANCE CARE DELIVERY AND ELEVATE THE QUALITY OF CARE THROUGHOUT ITS PRACTICES, AS DEMONSTRATED BY THE FOLLOWING INITIATIVES: PARTNERED WITH A BILHPN PHARMACIST AND LOCAL DIABETES NURSE EDUCATORS TO LAUNCH A DIABETES HUB AND SPOKE MODEL IN THE MILTON AND NEEDHAM PRIMARY CARE REGIONS, WHERE A DIABETES-SPECIALIZED ADVANCED PRACTICE PRACTITIONER IS EMBEDDED IN THE PRACTICE; COLLABORATED WITH BILH PHARMACY TO PLAN THE EXPANSION OF REMOTE BLOOD PRESSURE MONITORING FOR IMPROVED HYPERTENSION MANAGEMENT; EXPANDED THE VIRTUALIST PROGRAM, ENHANCING ACCESS TO ACUTE AND OVERFLOW CARE; AND INTRODUCED A SELF-SCHEDULING TOOL FOR NEW PATIENTS SEEKING TO ESTABLISH CARE WITH A PRIMARY CARE PROVIDER. EDUCATION AND AWARENESS EFFORTS TO PROMOTE ACCESS TO CARE IN FY 2024, BILH WORKED TO IMPROVE ACCESS FOR MASSHEALTH PATIENTS IN EASTERN MASSACHUSETTS THROUGH VARIOUS COMMUNICATIONS INITIATIVES. A KEY EFFORT WAS LAUNCHING A MONTHLY NEWSLETTER, AVAILABLE IN SEVEN LANGUAGES, TO ENGAGE PATIENTS AND SHARE HEALTH INFORMATION. NEW ENGLAND BAPTIST HOSPITAL ("NEBH") HOSTED INFORMATION SESSIONS TO EDUCATE UNDERSERVED POPULATIONS ABOUT ITS SERVICES. NEBH ALSO PERFORMED OUTREACH TO COMMUNITY HOUSING FACILITIES, PARTICIPATED IN BOSTON MAYOR WU'S HISPANIC HERITAGE MONTH LUNCHEON, AND PARTNERED WITH NEIGHBORHOOD ASSOCIATIONS AND MAIN STREET BOARDS.
FORM 990, PART IV, LINE 12:	THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2024. 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, (ANNA JAQUES HOSPITAL (AJH), 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), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), THE JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC. (EHRI) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND OTHER AFFILIATES OF EHRI. EACH OF THESE BILH 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. IN ADDITION, THE BILH 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 ACCOUNTS OF THE ENTITIES FOR WHICH HMFP SERVES AS MEMBER ARE ALSO INCLUDED IN THE HMFP AND BILH AUDITED FINANCIAL STATEMENTS. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE.
FORM 990, PART V, LINE 7G:	CORE PHYSCIANS, LLC DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
FORM 990, PART V, LINE 7H:	CORE PHYSCIANS, LLC 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. (BILH) SERVED AS DIRECT OR INDIRECT 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 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), BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC. (EHRI) AND EXETER 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 THE DIRECT OR INDIRECT MEMBER OF 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	YES. EXETER HEALTH RESOURCES, INC. (EHRI) IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC (CORE OR COMPANY).
FORM 990, PART VI, SECTION A, LINE 7A	CORE PHYSICIANS, LLC (CORE OR COMPANY) WILL HAVE A TOTAL OF THIRTEEN (13) MANAGERS, DIVIDED INTO TWO (2) CLASSES, WITH EACH CLASS OF MANAGERS HAVING DIFFERING VOTING RIGHTS AND RESPONSIBILITIES IN THE MAKING OF CERTAIN DECISIONS, AS DESCRIBED BELOW. FIVE (5) OF THE MANAGERS SHALL BE EHRI MANAGERS (EACH WITH VOTE) AND EIGHT (8) OF THE MANAGERS SHALL BE CLINICIAN MANAGERS (EACH WITH VOTE). EHRI MANAGERS THE EHRI MANAGERS WILL CONSIST OF: (I) THE PRESIDENT OF THE COMPANY, EX OFFICIO, (II) THE PRESIDENT OF EHRI OR HIS OR HER DESIGNEE, EX OFFICIO, (III) THE CHIEF FINANCIAL OFFICER OF EHRI OR HIS OR HER DESIGNEE, EX OFFICIO, (IV) THE CHIEF OPERATING OFFICER OF EHRI OR HIS OR HER DESIGNEE, EX OFFICIO, AND (V) THE CHIEF PHYSICIAN EXECUTIVE OF EHRI OR HIS OR HER DESIGNEE, EX OFFICIO; PROVIDED THAT IF AT ANY TIME EHRI DOES NOT HAVE A CHIEF OPERATING OFFICER OR CHIEF PHYSICIAN EXECUTIVE (SUCH THAT THE EX OFFICIO POSITIONS UNDER (IV) OR (V) WOULD BE LEFT VACANT), THE PRESIDENT OF EHRI MAY APPOINT A DIFFERENT MEMBER OF EHRI SENIOR MANAGEMENT TO SERVE EX OFFICIO AND TILL THE VACANT POSITION; AND PROVIDED, FURTHER, THAT NONE OF THE EHRI MANAGERS SHALL BE EMPLOYEES OF THE COMPANY OR WILL RECEIVE FEES, COMPENSATION FOR THEIR SERVICE AS SUCH OR ANY OTHER PECUNIARY BENEFIT (WITHIN THE MEANING OF NH RSA 7: 19-A) OF ANY TYPE FROM THE COMPANY. CLINICIAN MANAGERS. THE CLINICIAN MANAGERS WILL BE ELECTED FROM AMONG THE PHYSICIANS, DENTISTS, NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS ("CLINICIANS") WHO ARE EMPLOYED BY THE COMPANY. THE CHIEF MEDICAL OFFICER OF THE COMPANY SHALL BE A CLINICIAN MANAGER, EX-OFFICIO, FOR AS LONG THERE IS A CHIEF MEDICAL OFFICER OF THE COMPANY. IN THE EVENT THAT THERE ARE NO CLINICIANS EMPLOYED BY THE COMPANY, THERE SHALL BE NO CLINICIAN MANAGERS, AND ANY RESPONSIBILITIES OF THE MANAGERS AS SET FORTH IN SECTION 2.4(A) SHALL BE CARRIED OUT BY THE EHR MANAGERS. EXCEPT FOR THE CHIEF MEDICAL OFFICER OF THE COMPANY, WHO SHALL SERVE AS A CLINICIAN MANAGER FOR SO LONG AS SUCH INDIVIDUAL HOLDS THE POSITION AS CHIEF MEDICAL OFFICER, THE NOMINATING COMMITTEE WILL NOMINATE A SLATE OF CLINICIAN MANAGERS TO FILL THE POSITIONS OF THOSE WHOSE TERMS ARE EXPIRING. THE SLATE OF NOMINEES WILL FIRST BE APPROVED AT SUCH MEETING BY THE CLINICIAN AND EHR MANAGERS, VOTING AS A GROUP, AND SHALL THEN BE SUBMITTED FOR FINAL APPROVAL BY THE MEMBER. THE MEMBER, IN ITS SOLE DISCRETION, MAY ACCEPT, REJECT OR MODIFY THE RECOMMENDED SLATE WITHOUT RESUBMITTING IT FOR FURTHER APPROVAL TO THE MANAGERS.
FORM 990, PART VI, SECTION A, LINE 7B	EXETER HEALTH RESOURCES, INC. (EHRI) IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC (CORE OR COMPANY). IN ADDITION, AS NOTED THROUGHOUT THIS FILING, EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH, INC. (BILH OR SYSTEM MEMBER) BECAME THE SOLE MEMBER OF EHRI. SUBJECT TO THE PROVISIONS OF THE CERTIFICATE OF FORMATION AND OPERATING AGREEMENT AND THE AUTHORITIES OF THE SYSTEM MEMBER AS DESCRIBED IN THE EHRI ARTICLES OF AGREEMENT AND BYLAWS , THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY THE NEW HAMPSHIRE LIMITED LIABILITY COMPANY ACT (ACT). IN ADDITION, EXCEPT AS EXPRESSLY GRANTED TO THE MANAGEMENT BOARD OF THE COMPANY (BOARD) IN THE OPERATING AGREEMENT, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY THE ACT ON BOARDS OF LIMITED LIABILITY COMPANIES ORGANIZED UNDER THE ACT. THE POWERS RESERVED TO THE MEMBER ARE POWERS TO APPROVE AND/OR INITIATE ACTIONS SUBJECT TO BOARD AUTHORITY UNDER THE ACT, AS DESCRIBED BELOW, AND SHALL BE EXERCISED SUBJECT TO AND IN ACCORDANCE WITH THE GOVERNING DOCUMENTS OF THE MEMBER. THE POWER OF THE COMPANY TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER LEGAL ENTITY SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE COMPANY AS A MEMBER OF ANOTHER LEGAL ENTITY UNDER NEW HAMPSHIRE LAW MAY BE EXERCISED BY THE COMPANY ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE COMPANY AS A MEMBER OF ANOTHER LEGAL ENTITY UNDER NEW HAMPSHIRE LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE COMPANY; AND (Z) OTHER THAN STATUTORY POWERS, THE COMPANY SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE LEGAL ENTITIES OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE COMPANY BY ACTION OF THE MEMBER'S BOARD. IN ADDITION, SUBJECT TO THE AUTHORITY OF THE SYSTEM MEMBER AND THE MEMBER, THE VOTING RIGHTS, REQUIREMENTS AND QUALIFICATIONS OF MANAGERS, AND THE EXCLUSIVE RESPONSIBILITIES OF THE EHRI MANAGERS. THE EHRI AND CLINICIAN MANAGERS ACTING TOGETHER, SHALL EXERCISE THE POWERS AND RESPONSIBILITIES OF THE BOARD, WHICH SHALL INCLUDE THE POWER AND AUTHORITY TO: (I) ESTABLISH STANDARDS FOR MEDICAL PRACTICE AND OTHER CLINICIAN SERVICES AND MONITOR DEMAND FOR SERVICES PROVIDED BY THE COMPANY'S EMPLOYEES; (II) MONITOR FINANCIAL PERFORMANCE AND ON-GOING COMPLIANCE WITH LAWS APPLICABLE TO THE SERVICES PROVIDED BY THE COMPANY'S EMPLOYEES; (III) IDENTIFY RECRUITMENT NEEDS FOR ADDITIONAL CLINICIANS AND QUALIFICATIONS FOR CERTAIN PROFESSIONAL POSITIONS; AND (IV) ADOPT THE ANNUAL OPERATING AND CAPITAL BUDGETS FOR RECOMMENDATION TO AND APPROVAL BY THE MEMBER. EXCLUSIVE RESPONSIBILITIES OF EHRI MANAGERS. THE EHRI MANAGERS WILL HAVE SOLE AUTHORITY TO OVERSEE THE MANAGEMENT AND DAY-TO-DAY AFFAIRS OF THE COMPANY, TO ESTABLISH COMPENSATION AND ANY OTHER PECUNIARY BENEFITS FOR ITS EMPLOYEES (INCLUDING THE CLINICIAN MANAGERS), TO SET ALL OTHER TERMS AND CONDITIONS OF EMPLOYMENT, FOLLOWING INPUT FROM THE CLINICIAN MANAGERS AS AND WHEN REQUESTED BY THE EHRI MANAGERS, AND TO ADDRESS SUCH ITEMS AS MAY FROM TIME TO TIME BE RESERVED TO THE EHRI MANAGERS FOR ACTION UPON APPROVAL OF THE MEMBER. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, ANY PECUNIARY MATTERS BROUGHT BEFORE THE BOARD, INCLUDING WITHOUT LIMITATION, REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES, SHALL BE RESERVED TO THE EHRI MANAGERS EXCLUSIVELY. THE EHRI MANAGERS MAY MEET SEPARATELY FOR SUCH PURPOSES; OTHERWISE, THE CLINICIAN MANAGERS WILL BE RECUSED FROM ANY PORTION OF A MEETING AT WHICH MATTERS RESERVED TO THE EHR MANAGERS ARE TO BE ADDRESSED.
FORM 990, PART VI, SECTION B, LINE 11B	AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE DIRECT OR INDIRECT SOLE MEMBER OF CORE PHYSICIANS, LLC . THIS FORM 990 IS PREPARED BY THE BILH TAX DEPARTMENT IN CONJUNCTION WITH DELOITTE TAX, LLP (DELOITTE). AS PART OF THIS PROCESS, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND FUNCTIONS WITHIN BILH AND CORE PHYSICIANS, LLC TO ENSURE THAT ALL FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS INCLUDE BUT ARE NOT LIMITED TO: FINANCE AND ACCOUNTING, HUMAN RESOURCES AND PAYROLL, TREASURY, COMPLIANCE, LEGAL, COMMUNITY BENEFITS, FINANCIAL ASSISTANCE AND REIMBURSEMENT, GOVERNANCE, DEVELOPMENT, GRADUATE MEDICAL EDUCATION, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. CORE PHYSICIANS, LLC 'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. CORE PHYSICIANS, LLC 'S FORM 990, ALONG WITH THE FORMS 990 OF ALL ENTITIES IN THE BILH NETWORK, ARE DISCUSSED WITH THE BILH AUDIT AND COMPLIANCE COMMITTEE. DELOITTE SIGNS THE FINAL RETURNS. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF CORE PHYSICIANS, LLC 'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AS NOTED THROUGHOUT THIS FILING, CORE PHYSICIANS, LLC 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, BILH ENTITIES' OFFICERS, TRUSTEES AND KEY EMPLOYEES AS WELL AS CERTAIN OTHER INDIVIDUALS ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE (COI-TQ). THE COI-TQ IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS AND FAMILY 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 COI-TQ 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 FOR EACH BILH AFFILIATE IS PROVIDED TO THE COMPLIANCE OFFICER FOR THAT ENTITY 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 CORE PHYSICIANS, LLC 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 COI-TQ PROCESS OUTLINED ABOVE IS JOINTLY ISSUED BY THE BILH TAX DEPARTMENT, TO ENSURE THAT THE QUESTIONNAIRE IS DISTRIBUTED TO ALL CURRENT AND FORMER MEMBERS OF THE CORE PHYSICIANS, LLC BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR CORE PHYSICIANS, LLC 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 REQUIRED BY THIS FORM 990 AND AS REPORTED IN THE FORM 990 SCHEDULE J, ALTHOUGH THIS FILING COVERS THE FISCAL PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024, COMPENSATION REPORTED IN THIS FILING IS CALENDAR YEAR 2023 COMPENSATION. IN ADDITION, AS REPORTED IN THE PRIOR YEAR FORM 990 FOR CORE PHYSICIANS, LLC. (CORE), EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND EHRI IS THE MEMBER OF CORE. THE PRESIDENT OF EHRI ALSO SERVES AS THE PRESIDENT (EX-OFFICIO) OF CORE. THE EHRI PRESIDENT EFFECTIVE JULY 1, 2023 AS WELL AS OTHER CORE OFFICERS AND SYSTEM MANAGERS WHOSE POSITIONS COMMENCED ON OR AFTER JULY 1, 2023 AND WHO ARE EMPLOYED BY BILH, WAS SET BY THE BILH COMPENSATION COMMITTEE AND/OR BOARD. COMPENSATION FOR THE EHRI AND CORE PRESIDENT WHO COMMENCED IN THAT ROLE EFFECTIVE JULY 1, 2023 WAS ALSO SET BY THE BILH COMPENSATION COMMITTEE. COMPENSATION OF OTHER CORE OFFICERS, SYSTEM MANAGERS AND KEY EMPLOYEES WAS SET PRIOR TO BILH BECOMING THE SOLE MEMBER OF EHRI AND WAS SET BY THE EHRI COMPENSATION COMMITTEE AND BOARD. BOTH COMPENSATION COMMITTEES ENGAGED IN PROCESSES INTENDED TO ENSURE THAT ALL OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES RECEIVED REASONABLE COMPENSATION PACKAGES. ADDITIONAL DETAIL IS BELOW. BILH COMPENSATION COMMITTEE PROCESS: THE PRESIDENT OF CORE PHYSICIANS, LLC (CORE) IS ALSO THE PRESIDENT OF CORE'S SOLE MEMBER, EXETER HEALTH RESOURCES INC. (EHRI). AS NOTED IN THIS FORM 990, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF EHRI EFFECTIVE JULY 1, 2023 AND THE PRESIDENT OF EHRI BECAME AN EMPLOYEE OF BILH AT THAT TIME. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE PRESIDENT OF CORE / EHRI WHO STARTED IN THE ROLE EFFECTIVE JULY 1, 2023. THE COMPENSATION SETTING PROCESS FOR THE EHRI PRESIDENT WHO ALSO SERVED AS THE CORE PRESIDENT THROUGH JUNE 30, 2023 AS WELL AS OFFICERS AND SYSTEM MANAGERS WHOSE POSITIONS COMMENCED BEFORE JULY 1, 2023 IS DESCRIBED 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. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES 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 AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BILH BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE 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. EHRI EXECUTIVE COMMITTEE COMPENSATION SETTING PROCESS FOR CORE PHYSICIANS LLC PRESIDENT, OFFICERS AND SYSTEM MANAGERS: AS NOTED PREVIOUSLY, EHRI IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC (CORE). PRIOR TO JULY 1, 2023, THE EHRI BOARD OF TRUSTEES' EXECUTIVE COMMITTEE WAS RESPONSIBLE FOR MAINTAINING A FORMAL PROCESS FOR SETTING TOTAL AND REASONABLE COMPENSATION FOR THE CORE PRESIDENT AND OTHER LISTED SYSTEM MANAGERS REPORTED IN THIS FILING. THE COMMITTEE WAS STAFFED WITH INDEPENDENT MEMBERS OF THE EHRI BOARD AND THE COMMITTEE'S PURPOSE WAS TO PROVIDE REASONABLE COMPENSATION TO THE ENTITY'S EXECUTIVES FOR ACHIEVING THE ORGANIZATION'S MISSION AND TO COMPLY WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE COMMITTEE CONDUCTED AN ANNUAL REVIEW OF THE CORE PRESIDENT'S COMPENSATION AS WELL AS THE COMPENSATION PACKAGES FOR OTHER OFFICERS AND SYSTEM MANAGERS. THE COMMITTEE RETAINED A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPETITIVE MARKET ANALYSIS, TO PROVIDE RANGES FOR BASE, INCENTIVE, AND TOTAL COMPENSATION AND TO PROVIDE ADVICE CONCERNING THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGES FOR THESE INDIVIDUALS. IN ADDITION, AS PART OF THE ANNUAL PROCESS, THE COMMITTEE DETERMINED IF THE THRESHOLD REQUIREMENTS FOR INCENTIVE AWARDS WERE MET, INCLUDING A REVIEW OF CONSISTING OF THE ORGANIZATION'S PERFORMANCE RESULTS FOR QUALITY, OPERATING SYSTEM EXCELLENCE AND FINANCIAL PERFORMANCE. THE COMMITTEE UTILIZED THAT ANALYSIS ALONG WITH PERFORMANCE APPRAISALS AND OTHER APPROPRIATE INFORMATION, INCLUDING BOTH PERSONAL AND ENTITY GOALS, IN CONNECTION WITH ITS ANNUAL COMPENSATION REVIEW. FOR THE PRESIDENT OF CORE, THE EXECUTIVE COMMITTEE ALSO CONSIDERS THE RECOMMENDATIONS OF THE SYSTEM MANAGER WHO IS THE PRESIDENT OF EHRI, IN THE CAPACITY OF MEMBER OF CORE PRIOR TO MAKING A DETERMINATION ON THE CORE PRESIDENT'S COMPENSATION. FOR THE SYSTEM MANAGER WHO IS THE TREASURER OF EHRI, THE RECOMMENDATION OF MEMBER'S PRESIDENT IS TAKEN INTO CONSIDERATION IN SETTING COMPENSATION WHICH IS SUBSEQUENTLY RATIFIED BY THE BOARD OF TRUSTEES OF THE EHRI IS ITS CAPACITY AS MEMBER OF CORE. FOR THE SYSTEM MANAGER WHO IS THE PRESIDENT OF THE EHRI, THAT SYSTEM MANAGER'S COMPENSATION IS CONSIDERED BY THE EXECUTIVE COMMITTEE AND THE COMMITTEE MAKES RECOMMENDATIONS CONCERNING THAT SYSTEM MANAGER'S COMPENSATION TO THE EHRI BOARD OF TRUSTEES. THE COMMITTEE THEN MADE RECOMMENDATIONS TO THE FULL EHRI BOARD, IN ITS CAPACITY AS THE MEMBER OF CORE, RELATED TO THE COMPENSATION PACKAGES FOR THESE INDIVIDUALS. NONE OF THE INDIVIDUALS WHOSE COMPENSATION WAS BEING DISCUSSED WERE PRESENT DURING EXECUTIVE COMMITTEE DELIBERATIONS. THE COMMITTEE THEN PRESENTED ITS PROCESS, DELIBERATIONS AND RECOMMENDATIONS TO THE INDEPENDENT EHRI BOARD IN EXECUTIVE SESSION. IN ADDITION, THE COMPENSATION OF THE CORE PHYSICIANS' CHAIRMAN AND OTHER CLINICIAN MANAGERS IS GOVERNED BY THE CORE PHYSICIANS' COMPENSATION PLAN, WHICH IS APPROVED SOLELY BY THE SYSTEM MANAGERS (CORE'S PRESIDENT, PRESIDENT AND TREASURER OF EHRI). THE SYSTEM MANAGERS REVIEW COMPARABILITY DATA PREPARED BY A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT WHEN APPROVING COMPENSATION OF THE CLINICIAN MANAGERS, INCLUDING THE CHAIRMAN OF CORE. THE SYSTEM MANAGERS CONSIDER WHETHER THE COMPENSATION OF THE CLINICIAN MANAGERS (INCLUDING THE CHAIRMAN OF CORE) AND ANY ADJUSTMENTS TO COMPENSATION ARE IN THE ORGANIZATION'S BEST INTEREST AND BENEFIT AND IN COMPLIANCE WITH CORE PHYSICIANS' COMPENSATION PLAN.
FORM 990, PART VI, SECTION C, LINE 19	AS NOTED THROUGHOUT THIS FILING, CORE PHYSICIANS, LLC IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS CORE PHYSICIANS, LLC 'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. CORE PHYSICIANS, LLC 'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT SCHRAFFT'S CITY CENTER, 4TH FLOOR, 529 MAIN STREET CHARLESTOWN, MA 02129
FORM 990, PART IX, LINE 11G	OUTSIDE FEES: PROGRAM SERVICE EXPENSES 3,591,925. MANAGEMENT AND GENERAL EXPENSES 604,336. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,196,261. CONTRACT / TEMP LABOR: PROGRAM SERVICE EXPENSES 3,229,139. MANAGEMENT AND GENERAL EXPENSES 543,298. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,772,437. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,907,240. MANAGEMENT AND GENERAL EXPENSES 489,139. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,396,379. CONSULTING: PROGRAM SERVICE EXPENSES 3,891. MANAGEMENT AND GENERAL EXPENSES 655. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,546. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 5,973. MANAGEMENT AND GENERAL EXPENSES 1,005. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,978. SERVICE CONTRACTS - SOFTWARE: PROGRAM SERVICE EXPENSES 1,572,114. MANAGEMENT AND GENERAL EXPENSES 264,506. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,836,620. PHYSICIAN RECRUITMENT: PROGRAM SERVICE EXPENSES 172,000. MANAGEMENT AND GENERAL EXPENSES 28,939. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,939. INTERCOMPANY - EH: PROGRAM SERVICE EXPENSES 3,233,738. MANAGEMENT AND GENERAL EXPENSES 544,071. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,777,809. OTHER ADJUSTMENT FOR TRUE-UP: PROGRAM SERVICE EXPENSES -651,788. MANAGEMENT AND GENERAL EXPENSES -109,662. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -761,450.
FORM 990, PART XI, LINE 9:	PAID-IN-CAPITAL 29,000,000.
FORM 990, PART XII, LINE 2C:	AS NOTED THROUGHOUT THIS FORM 990, CORE PHYSICIANS, LLC IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. BETH ISRAEL LAHEY HEALTH (BILH) SERVES AS THE DIRECT OR INDIRECT MEMBER OF CORE PHYSICIANS, LLC AND CORE PHYSICIANS, LLC IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BETH ISRAEL LAHEY HEALTH. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NH-CARES ACO LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7 HOLLAND WAY	AddressLine1Txt
City	EXETER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	03833	ZIPCd

Field	Value	IRS element (for citing)
EIN	830777970	EIN
Primary Activities	ACCOUNTABLE CARE	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Total Income	$1,512,922	TotalIncomeAmt
End Of Year Assets	$0	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CORE PHYSICIANS LLC	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (64 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
ADDISON GILBERT SOCIETY INC
529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	464371382	PROFESSIONAL SERVICES & FINANCIAL SUPPORT	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
ANNA JAQUES HOSPITAL
25 HIGHLAND AVE	NEWBURYPORT	MA	01950	042104338	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVE	BOSTON	MA	02215	320058309	TO PROVIDE EMERGENCY MEDICAL SERVICES	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE
930 COMMONWEALTH AVE	BOSTON	MA	02215	043521077	SCIENTIFIC & MEDICAL RESEARCH	MA	501(C)(3)	7		0	N/A
BETH ISRAEL ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042997215	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL COMMUNITY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042776678	INACTIVE CORPORATION	MA	501(C)(3)	3		0	N/A
BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	364803234	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	043079630	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	208253452	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	043030397	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	204974585	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	873655583	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
110 FRANCIS ST	BOSTON	MA	02215	020671240	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL DEACONESS HOSPITAL MILTON INC
199 REEDSDALE RD	MILTON	MA	02186	042103604	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC
148 CHESTNUT ST	NEEDHAM	MA	02492	043229679	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC
275 SANDWICH ST	PLYMOUTH	MA	02360	222667354	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BETH ISRAEL DEACONESS MEDICAL CENTER INC
330 BROOKLINE AVE	BOSTON	MA	02215	042103881	THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
BETH ISRAEL DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	043117601	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BETH ISRAEL LAHEY HEALTH PHARMACY INC
80 WILSON WAY	WESTWOOD	MA	02090	822526816	TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC	MA	501(C)(3)	10	BETH ISRAEL DEACONESS MEDICAL CENTER INC	Yes (1)
BETH ISRAEL LAHEY HEALTH PRIMARY CARE
529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	472248298	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
BETH ISRAEL LAHEY HEALTH INC
529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	832671600	MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES	MA	501(C)(3)	12C, III-FI		0	N/A
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
300 LONGWOOD AVE	BOSTON	MA	02215	043200113	OUTPATIENT AMBULATORY CENTER - INACTIVE	MA	501(C)(3)	12A, I		0	N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042794855	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BID-MILTON PHYSICIAN ASSOCIATES INC
199 REEDSDALE ROAD	MILTON	MA	02186	222566792	PROMOTE HEALTHCARE	MA	501(C)(3)	10	BETH ISRAEL DEACONESS HOSPITAL - MILTON	Yes (1)
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	222548374	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042571853	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVE	DANVERS	MA	01923	042400270	SUBSTANCE ABUSE - INACTIVE	MA	501(C)(3)	10	NORTHEAST BEHAVIORAL HEALTH CORPORATION	Yes (1)
CENTER FOR MEDICAL SIMULATION
100 FIRST AVE BUILDING 39 4TH	CHARLESTOWN	MA	02129	043486127	TO IMPROVE PATIENT SAFETY AND HEALTH CARE QUALITY	MA	501(C)(3)	10	BETH ISRAEL ANAESTHESIA FOUNDATION INC	Yes (1)
COMMUNITY PHYSICIANS ASSOCIATES INC
199 REEDSDALE RD	MILTON	MA	02186	043243146	OUTPATIENT AND PRIMARY CARE SERVICES	MA	501(C)(3)	3	BETH ISRAEL DEACONESS HOSPITAL - MILTON	Yes (1)
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
375 LONGWOOD AVE	BOSTON	MA	02215	043242952	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes (1)
CPHCH INC DBA BILH AT HOME - WATERTOWN
C/O NRPN 600 CUMMINGS CTR	BEVERLY	MA	01915	473111453	HOME CARE & HOSPICE - INACTIVE	MA	501(C)(3)	12A, I	NORTHEAST SENIOR HEALTH CORPORATION	Yes (1)
EXETER HEALTH RESOURCES SELF-INSURANCE TRUST
5 ALUMNI DRIVE	EXETER	NH	03833	200753662	SELF-INSURANCE TRUST	NH	501(C)(3)	12A, I	EXETER HEALTH RESOURCES INC	Yes (1)
EXETER HEALTH RESOURCES INC
5 ALUMNI DRIVE	EXETER	NH	03833	020222126	SUPPORT COMMUNITY HEALTH & NETWORK MGMT SVCS	NH	501(C)(3)	12A, I	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
EXETER HOSPITAL INC
5 ALUMNI DRIVE	EXETER	NH	03833	222674014	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.	NH	501(C)(3)	3	EXETER HEALTH RESOURCES INC	Yes (1)
EXETER MED REAL INC
5 ALUMNI DRIVE	EXETER	NH	03833	020418718	REAL ESTATE HOLDING COMPANY	NH	501(C)(25)		EXETER HEALTH RESOURCES INC	Yes (1)
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVE	BOSTON	MA	02215	222768204	GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS	MA	501(C)(3)	10	BETH ISRAEL DEACONESS MEDICAL CENTER INC	Yes (1)
HEALTH AND EDUCATION HOUSING SERVICES INC
199 ROSEWOOD DRIVE	DANVERS	MA	01923	223232914	HUD HOUSING - INACTIVE	MA	501(C)(3)	10	NORTHEAST BEHAVIORAL HEALTH CORPORATION	Yes (1)
JORDAN PHYSICIAN ASSOCIATES INC
275 SANDWICH ST	PLYMOUTH	MA	02360	043228556	OUTPATIENT AND PRIMARY CARE SERVICES	MA	501(C)(3)	10	BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC	Yes (1)
JOSLIN CLINIC INC
ONE JOSLIN PLACE	BOSTON	MA	02215	222984590	PREVENTION, TREATMENT, AND CURE OF DIABETES	MA	501(C)(3)	12A, I	JOSLIN DIABETES CENTER INC	Yes (1)
JOSLIN DIABETES CENTER INC
ONE JOSLIN PLACE	BOSTON	MA	02215	042203836	PREVENTION, TREATMENT, AND CURE OF DIABETES	MA	501(C)(3)	7	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
LAHEY CLINIC CANADIAN FOUNDATION
					FUNDRAISING ORG					0	N/A	130 KING ST WEST	TORONTO	ONTARIO	CA	CA
LAHEY CLINIC FOUNDATION INC
529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	042323457	FINANCIAL & OPERATIONAL SUPPORT TO LCI AND LCH	MA	501(C)(3)	7	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
LAHEY CLINIC HOSPITAL INC DBA LAHEY HOSPITAL & MEDICAL CENTER AND LMC
529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	042704686	HEALTHCARE	MA	501(C)(3)	3	LAHEY CLINIC FOUNDATION INC	Yes (1)
LAHEY CLINIC INC
529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	042704683	HEALTHCARE	MA	501(C)(3)	10	LAHEY CLINIC FOUNDATION INC	Yes (1)
LAHEY HEALTH SHARED SERVICES INC
529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	043178972	ADMIN	MA	501(C)(3)	10	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
MED CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE
464 HILLSIDE AVE	NEEDHAM	MA	02494	042810972	OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES	MA	501(C)(3)	10	BETH ISRAEL LAHEY HEALTH PRIMARY CARE	Yes (1)
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN ST	CAMBRIDGE	MA	02138	042103606	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN ST	CAMBRIDGE	MA	02138	043026897	OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES	MA	501(C)(3)	12A, I	MOUNT AUBURN HOSPITAL	Yes (1)
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVE	BOSTON	MA	02120	042103612	ORTHOPEDIC SPECIALTY HOSPITAL	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVE	BOSTON	MA	02120	043235796	OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH	MA	501(C)(3)	3	NEW ENGLAND BAPTIST HOSPITAL	Yes (1)
NORTHEAST BEHAVIORAL HEALTH CORP DBA BILH BEHAVIORAL HEALTH SERVICES
199 ROSEWOOD DRIVE	DANVERS	MA	01923	042777145	HEALTHCARE	MA	501(C)(3)	10	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NORTHEAST HEALTH SYSTEMS INC
85 HERRICK ST	BEVERLY	MA	01915	043240453	FINANCIAL & OPERATIONAL SUPPORT	MA	501(C)(3)	12B, II	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
NORTHEAST HOSPITAL CORPORATION
85 HERRICK ST	BEVERLY	MA	01915	042121317	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
NORTHEAST MEDICAL PRACTICE INC
85 HERRICK ST	BEVERLY	MA	01915	043201853	HEALTHCARE	MA	501(C)(3)	10	NORTHEAST HOSPITAL CORPORATION	Yes (1)
NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA BILH AT HOME
800 CUMMINGS CENTER	BEVERLY	MA	01915	201287349	HEALTHCARE	MA	501(C)(3)	10	NORTHEAST SENIOR HEALTH CORPORATION	Yes (1)
NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK ST	BEVERLY	MA	01915	042731137	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE
5 ALUMNI DRIVE	EXETER	NH	03833	020274905	HOME CARE & HOSPICE	NH	501(C)(3)	10	EXETER HEALTH RESOURCES INC	Yes (1)
SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVE	NEWBURYPORT	MA	01915	043485648	PHYSICIAN GROUP	MA	501(C)(3)	10	ANNA JAQUES HOSPITAL INC	Yes (1)
SEACOAST NURSING AND REHABILITATION CENTER INC
300 WASHINGTON ST	GLOUCESTER	MA	01930	041305001	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
THE JORDAN HEALTH SYSTEMS INC
275 SANDWICH ST	PLYMOUTH	MA	02360	042103805	PROMOTE HEALTHCARE	MA	501(C)(3)	7	BETH ISRAEL DEACONESS MEDICAL CENTER INC	Yes (1)
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVE	WINCHESTER	MA	01890	223137856	ACO - INACTIVE	MA	501(C)(3)	12A, I	WINCHESTER HEALTHCARE MANAGEMENT INC	Yes (1)
WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVE	WINCHESTER	MA	01890	222701817	MANAGEMENT	MA	501(C)(3)	12A, I	LAHEY HEALTH SHARED SERVICES INC	Yes (1)
WINCHESTER HOSPITAL
41 HIGHLAND AVE	WINCHESTER	MA	01890	042104434	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes (1)
WINCHESTER HOSPITAL FOUNDATION INC
41 HIGHLAND AVE	WINCHESTER	MA	01890	043399570	PROFESSIONAL SERVICES & FINANCIAL SUPPORT	MA	501(C)(3)	12A, I	WINCHESTER HEALTHCARE MANAGEMENT INC	Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC
41 RESNIK ROAD	PLYMOUTH	MA	02360	883871838	SURGERY CENTER	MA	N/A	0	0
BIDCO HOSPITAL LLC
247 STATION DRIVE NORTHWEST 1	WESTWOOD	MA	02090	461643790	COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC	MA	N/A	0	0
BIDCO PHYSICIAN LLC
600 UNICORN PARK DRIVE 4TH FL	WOBURN	MA	01801	461589743	COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH	MA	N/A	0	0
BILH INVESTMENT PARTNERSHIP LLP
529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	043278109	INVESTMENT PARTNERSHIP	MA	N/A	0	0
NEBSC HOSPITAL HOLDINGS LLC
125 PARKER HILL AVE	BOSTON	MA	02120	874293833	INVESTMENT PARTNERSHIP	MA	N/A	0	0
NEW ENGLAND BAPTIST SURGERY CENTER LLC
100 AVON MEADOW LANE	AVON	MA	06001	874311329	AMBULATORY SURGERY CENTER	MA	N/A	0	0
PHYSICIANS PROFESSIONAL SERVICES LLP
200 RIVERS EDGE DRIVE	MEDFORD	MA	02155	043275078	TO PROVIDE MEDICAL BILLING SERVICES	MA	N/A	0	0
SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC
700 CONGRESS ST STE 204	QUINCY	MA	02169	383989358	MRI SERVICES	MA	N/A	0	0
WINCHESTER HOSPITALSHIELDS MRI LLC
700 CONGRESS ST STE 204	QUINCY	MA	02169	462523117	MRI SERVICES	MA	N/A	0	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
25 HIGHLAND AVE	NEWBURYPORT	MA	01950	161744477	MANAGEMENT SERVICES	MA	N/A	C	0
HUNTINGFIELD CORPORATION
C/O LCF 529 MAIN ST 4TH FL	CHARLESTOWN	MA	02129	520717412	TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS	DE	N/A	C	0
LAHEY CLINIC INSURANCE CO LTD
					INSURANCE		N/A	C	0	CRAIG APPIN HOUSE PO BOX HM 2450	HAMILTON	BD	BD
LEDGEWOOD HEALTH CARE CORPORATION
87 HERRICK STREET	BEVERLY	MA	01915	042855189	NURSING HOME	MA	N/A	C	0
NORTHEAST PROPRIETARY CORP
85 HERRICK STREET	BEVERLY	MA	01915	042855191	MEDICAL SERVICES	MA	N/A	C	0
WINCHESTER HEALTHCARE ENTERPRISES INC
41 HIGHLAND AVE	WINCHESTER	MA	01890	042932059	MANAGEMENT SERVICES	MA	N/A	C	0
WINCHESTER PHYSICIAN ASSOCIATES INC
41 HIGHLAND AVE	WINCHESTER	MA	01890	043262963	MANAGEMENT SERVICES	MA	N/A	C	0
WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC
41 HIGHLAND AVE	WINCHESTER	MA	01890	472646454	INACTIVE	MA	N/A	C	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	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	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SEE PART VII
P	$72,002	FMV
SEE PART VII
K	$76,114	FMV
SEE PART VII
K	$5,845,982	FMV
SEE PART VII
L	$136,623	FMV
SEE PART VII
L	$11,055,362	FMV
SEE PART VII
L	$663,330	FMV
SEE PART VII
M	$3,733,179	FMV
SEE PART VII
M	$183,333	FMV
SEE PART VII
M	$4,127,300	FMV
SEE PART VII
S	$21,550,000	FMV
SEE PART VII
S	$1,106,503	FMV

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, SCH R, PART V, LN 1K LEASE OF FAC/EQUIP/OTHER ASSETS FROM RO	CORE PHYSICIANS, LLC ("CORE") IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THE CLOSE CONNECTION BETWEEN CORE AND EXETER MED REAL, INC. ("EMR," A RELATED ENTITY EXEMPT UNDER IRC 501(C)(3)), CORE LEASES SPACE FROM EMR TO USE IN FURTHERANCE OF THE CORE, EMR, AND BILH TAX-EXEMPT PURPOSES. CORE PAID EMR $ 5,845,982 FOR SPACE RENTAL.
FORM 990, SCH R, PART V, LN 1L PERF OF SVCS/MEMBERSHIP/FUNDRAISING FOR RO	AS NOTED THROUGHOUT THIS FILING, CORE IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, CORE PROVIDES SERVICES TO OTHER NETWORK ENTITIES IN FURTHERANCE OF ITS EXEMPT PURPOSE AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, CORE PROVIDED THE FOLLOWING SERVICES TO ITS TAX EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. EPIC IMPLEMENTATION: $ 136,623 2. EXETER HOSPITAL, INC. PHYSICIAN SERVICES: $ 11,055,362 3. ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE PHYSICIAN SERVICES: $ 663,330
FORM 990, SCH R, PART V, LN 1M - PERF OF SVCS/MEMBERSHIP/FUNDRAISING BY RO	AS NOTED THROUGHOUT THIS FILING, CORE IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF CORE'S AFFILIATES PROVIDED SERVICES TO CORE IN FURTHERANCE OF THE EXEMPT PURPOSE OF CORE AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, CORE RECEIVED THE FOLLOWING SERVICES FROM ITS TAX-EXEMPT AFFILIATES: 1. EXETER HOSPITAL, INC. A. MAINTENANCE, CONSTRUCTION, QUALITY ASSURANCE, LEAN FACILITATOR, CENTRAL STERILIZATION, LAB, HR, IS, SECURITY, AND STOREROOM SERVICES: $ 3,733,179 B. FACILITY FEES: $ 76,114 2. LAHEY CLINIC, INC PHYSICIAN SERVICES: $ 183,333 3. EXETER HEALTH RESOURCES, INC. MANAGEMENT FEES: $ 4,127,300
FORM 990, SCH R, PART V, LN 1P - REIMBURSEMENT PAID TO RO FOR EXPENSES	AS NOTED THROUGHOUT THIS FILING, CORE IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, CORE REIMBURSED ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED ON BEHALF OF CORE IN FURTHERANCE OF THE EXEMPT PURPOSE OF CORE AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, CORE MADE THE FOLLOWING REIMBURSEMENTS FOR EXPENSES TO ITS TAX-EXEMPT AFFILIATES: 1. EXETER HEALTH RESOURCES - SPECIFIC PURPOSE FUNDS: $72,002
FORM 990, SCH R, PART V, LN 1S - OTHER TRANSFER OF CASH/PROP FROM RO	AS NOTED THROUGHOUT THIS FILING, CORE IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF ITS AFFILIATED ENTITIES MADE CASH PAYMENTS TO CORE AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF CORE AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, THE FOLLOWING CASH OR PROPERTY WAS TRANSFERRED TO CORE BY ITS TAX-EXEMPT AFFILIATES: 1. EXETER HEALTH RESOURCES, INC. A. CASH TRANSFERS: $21,550,000 B. SPECIFIC PURPOSE FUNDS TRANSFERRED: $11,986 2. EXETER HEALTH RESOURCES SELF-INSURANCE TRUST REFUNDS FROM SELF INSURANCE TRUST: $1,106,503