EMERSON HOSPITAL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EMERSON HOSPITAL (EIN 04-2103565)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-13
- IRS object ID
- 202542259349301004
- 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 C
- Schedule D
- Schedule H
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T07:47:20-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464547996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E J CALLAHAN & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PLEASURE ISLAND ROAD SUITE 2A | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | 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 | 042103565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMERSON HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMER | BusinessNameControlTxt |
| Phone | 9782878709 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 OLD ROAD TO NINE ACRE CORNER | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT KOSOWICZ | PersonNm |
| Person Title | INTERIM CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9782878709 | PhoneNum |
| Signature | 2025-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J CALLAHAN CPA | PreparerPersonNm |
| PTIN | P00314334 | PTIN |
| Phone | 6179747697 | 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) |
|---|---|---|
| Principal Officer | SCOTT KOSOWICZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 OLD ROAD TO NINE ACRE CORNER | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $390,313,654 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EMERSONHOSPITAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | EMERSON HOSPITAL IS AN ACUTE CARE NON PROFIT COMMUNITY HOSPITAL THAT OFFERS A WIDE RANGE OF MEDICAL, SURGICAL AND SPECIALTY CARE TO APPROXIMATELY 300,000 INDIVIDUALS IN 21 TOWNS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2704 | TotalEmployeeCnt |
| Total Volunteers | 225 | TotalVolunteersCnt |
| Total Gross UBI | $15,703,434 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,430,782 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $955,366 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,367,574 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $336,180,825 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $347,376,478 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$150,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,542,544 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,689,426 | PYOtherRevenueAmt |
| CY Other Revenue | $21,054,810 | CYOtherRevenueAmt |
| PY Total Revenue | $358,675,417 | PYTotalRevenueAmt |
| CY Total Revenue | $387,341,406 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $206,863,011 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $202,728,930 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $160,423,783 | PYOtherExpensesAmt |
| CY Other Expenses | $164,322,571 | CYOtherExpensesAmt |
| PY Total Expenses | $367,286,794 | PYTotalExpensesAmt |
| CY Total Expenses | $367,051,501 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,611,377 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,289,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $293,341,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,380,465 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $201,377,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $187,947,419 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,964,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,433,046 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF EMERSON HOSPITAL IS TO DELIVER HIGH QUALITY, SAFE AND COST-EFFECTIVE CARE TO OUR PATIENTS AND TO MAINTAIN A PROFESSIONAL AND RESPECTFUL ENVIRONMENT FOR ALL MEMBERS OF THE EMERSON HOSPITAL COMMUNITY. WE DEFINE HIGH QUALITY AS MEETING OR EXCEEDING THE REQUIREMENTS OF OUR CUSTOMERS: PATIENTS, PHYSICIANS, EMPLOYEES, THE COMMUNITY AND PAYERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $86,708,688 | ExpenseAmt |
| Revenue | $96,951,307 | RevenueAmt |
| Desc | EMERSON HOSPITAL IS AN 199-BED ACUTE CARE NON-PROFIT COMMUNITY HOSPITAL THAT PROVIDES SERVICES TO INPATIENTS. THE FACILITY INCLUDES THE FOLLOWING UNITS: THREE MEDICAL/SURGICAL UNITS, A LOCKED BEHAVIORAL HEALTH UNIT, A LOCKED MATERNITY/OBSTETRICS UNIT, A CRITICAL CARE UNIT, A SHORT TERM REHABILITATION TRANSITIONAL CARE UNIT, A PEDIATRICS UNIT AND A SPECIAL CARE NURSERY. EMERSON HOSPITAL SERVED 7,316 INPATIENTS AND 2,240 OBSERVATION PATIENTS FOR A TOTAL OF 37,673 PATIENT DAYS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $249,894,513 | ExpenseAmt |
| Revenue | $266,852,772 | RevenueAmt |
| Desc | EMERSON HOSPITAL IS AN ACUTE CARE NON-PROFIT COMMUNITY HOSPITAL THAT PROVIDES A VARIETY OF SERVICES ON AN OUTPATIENT BASIS. EMERSON PERFORMED 11,043 PROCEDURES ON OUTPATIENTS DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2024 IN ADDITION, THE HOSPITAL ALSO HAD 35,775 EMERGENCY DEPARTMENT VISITS AND 96,044 REHABILITATION SERVICE VISITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,661,056 | ExpenseAmt |
| Revenue | $5,211,652 | RevenueAmt |
| Desc | EMERSON HOSPITAL PROVIDES HOMECARE SERVICES. HOME CARE IS AVAILABLE 24 HOURS PER DAY AND 7 DAYS PER WEEK TO HOMEBOUND PATIENTS OF ALL AGES. PRIMARY HOMECARE SERVICES INCLUDE PROFESSIONAL NURSES WHO DELIVER MEDICAL CARE AS ORDERED BY PHYSICIANS, REHABILITATION PROFESSIONALS WHO WORK WITH PATIENTS TO RESTORE FUNCTION AND INDEPENDENCE AND HOME HEALTH AIDES WHO ASSIST WITH PERSONAL CARE TASKS. FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024 EMERSON HOSPITAL SAW 1,722 NEW HOMECARE PATIENTS AND PERFORMED 18,526 HOMECARE VISITS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $341,264,257 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 259 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2704 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT KOSOWICZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9782878709 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OLD ROAD TO NINE ACRE CORNER | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY S CAMPBELL | |||||||||
| TREASURER | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES DIGIOVANNI | |||||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE C SCHUSTER | |||||||||
| PRESIDENT AND CEO | 56.00 | 4.00 | Yes (X) | Yes (X) | $1,370,489 | $0 | $313,345 | ||
| BENJAMIN TILLINGER MD | |||||||||
| MED STAFF PRESIDENT | 4.00 | 0.00 | Yes (X) | $0 | $487,071 | $33,354 | |||
| PAUL BIRCH | |||||||||
| VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA MARTIN | |||||||||
| ASSISTANT SECRETARY | 4.00 | 0.00 | Yes (X) | $104,412 | $0 | $13,955 | |||
| RICHARD CHURCHILL | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSE ANN GIORDANO | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES STREET MD | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL ZAK | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA RASMUSSEN | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN DEIGNAN MD | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HICKLING | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LAUTZ MD | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $1,416,265 | $39,572 | |||
| JOHN BOYNTON | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ROSE MD | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RYAN | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL STANSKY | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA M NELSON | |||||||||
| DIRECTOR | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| GLORIA L CLOUGH | |||||||||
| CHAIR | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN COCO | |||||||||
| SR VP, CFO, ASSISTANT TREASURER | 30.00 | 10.00 | Yes (X) | $651,704 | $0 | $87,623 | |||
| CRAIG BEST | |||||||||
| PRESIDENT (EPA) | 30.00 | 10.00 | $463,556 | $0 | $0 | Yes (X) | |||
| JOHN DOWD MD | |||||||||
| PHYSICIAN | 0.00 | 60.00 | $0 | $595,551 | $39,572 | Yes (X) | |||
| DAVID KAHAN MD | |||||||||
| PHYSICIAN | 0.00 | 60.00 | $0 | $651,956 | $5,300 | Yes (X) | |||
| JENNIFER NAYOR MD | |||||||||
| PHYSICIAN | 0.00 | 60.00 | $0 | $649,121 | $39,572 | Yes (X) | |||
| ARTHUR LEE MD | |||||||||
| PHYSICIAN | 0.00 | 60.00 | $0 | $742,314 | $33,354 | Yes (X) | |||
| MARK MOSCHELLA MD | |||||||||
| PHYSICIAN | 0.00 | 60.00 | $0 | $718,621 | $33,354 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,590,161 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,260,899 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $639,001 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 360 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| MASS GENERAL BRIGHAM | |||||
| 800 BOYLSTON ST | BOSTON | MA | 02199 | MEDICAL SERVICES | $5,408,136 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 81049 | WOBURN | MA | 01813 | ENVIRONMENTAL/CAFETERIA SERVICES | $3,160,604 |
| KAUFMAN HALL & ASSOCIATES INC | |||||
| 433 W VAN BUREN STREET SUITE 330 | CHICAGO | IL | 60607 | HEALTHCARE MANAGEMENT AND CONSULTING | $2,233,355 |
| QUEST DIAGNOSTICS | |||||
| 500 PLAZA DRIVE | SECAUCUS | NJ | 07094 | MEDICAL SERVICES | $1,806,267 |
| SIEMENS DIAGNOSTICS | |||||
| 40 LIBERTY BOULEVARD | MALVERN | PA | 19355 | MEDICAL SERVICES | $1,661,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 97 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,367,574 | RelatedOrganizationsAmt |
| Total Contributions | $2,367,574 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT REVENUE | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $347,376,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $347,376,478 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $347,376,478 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,351,870 | TotalRevenueColumnAmt |
| Exclusion | $1,351,870 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $501,547 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $162,922 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $338,625 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,625 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $338,625 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $18,000,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,809,326 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,190,674 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,190,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$6,716 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,197,390 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| CAFETERIA AND OTHER | $21,645,969 | $21,645,969 | |||
| LAB SERVICES | $167,419 | 621500 | $167,419 | ||
| GAIN ON SWAP | -$1,097,203 | 623990 | -$1,097,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,716,185 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $387,341,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $369,015,731 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,703,434 | UnrelatedBusinessRevenueAmt |
| Exclusion | $254,667 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,590,316 | TotalAmt |
| Program Services | $7,301,769 | ProgramServicesAmt |
| Management And General | $1,288,547 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,645,977 | TotalAmt |
| Program Services | $164,645,977 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,610,697 | TotalAmt |
| Program Services | $2,610,697 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,903,450 | TotalAmt |
| Program Services | $2,504,078 | ProgramServicesAmt |
| Management And General | $13,399,372 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,978,490 | TotalAmt |
| Program Services | $10,978,490 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,534,860 | TotalAmt |
| Program Services | $22,062,403 | ProgramServicesAmt |
| Management And General | $3,472,457 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,252 | TotalAmt |
| Program Services | $663,252 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,408 | TotalAmt |
| Program Services | $240,000 | ProgramServicesAmt |
| Management And General | $163,408 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,273,048 | TotalAmt |
| Program Services | $2,273,048 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,399 | TotalAmt |
| Program Services | $459,411 | ProgramServicesAmt |
| Management And General | $8,988 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,773,772 | TotalAmt |
| Program Services | $13,977,951 | ProgramServicesAmt |
| Management And General | $3,795,821 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,987 | TotalAmt |
| Program Services | $572,420 | ProgramServicesAmt |
| Management And General | $131,567 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,378,928 | TotalAmt |
| Program Services | $2,378,928 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,441,168 | TotalAmt |
| Program Services | $11,441,168 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,732,065 | TotalAmt |
| Program Services | $2,732,065 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $62,240,821 | $61,558,125 | $682,696 |
| MISCELLANEOUS | $20,867,139 | $19,797,135 | $1,070,004 |
| REPAIRS & MAINTENANCE | $11,719,978 | $9,945,594 | $1,774,384 |
| BILLING COLLECTION | $5,121,746 | $5,121,746 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,051,501 | TotalAmt |
| Program Services | $341,264,257 | ProgramServicesAmt |
| Management And General | $25,787,244 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$1 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,632,745 | BOYAmt |
| EOY | $48,041,935 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,556,280 | BOYAmt |
| EOY | $42,942,582 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,011,396 | BOYAmt |
| EOY | $6,106,586 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,458,307 | BOYAmt |
| EOY | $5,222,435 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,325,499 | BOYAmt |
| EOY | $11,970,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $350,372,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $237,601,342 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,029,659 | BOYAmt |
| EOY | $112,770,989 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,302,864 | BOYAmt |
| EOY | $19,484,708 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,361,116 | BOYAmt |
| EOY | $11,995,529 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,663,872 | BOYAmt |
| EOY | $42,845,365 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,341,738 | BOYAmt |
| EOY | $301,380,465 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,818,049 | BOYAmt |
| EOY | $41,806,669 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,003,245 | BOYAmt |
| EOY | $42,306,247 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,886,872 | BOYAmt |
| EOY | $43,927,794 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,669,068 | BOYAmt |
| EOY | $59,906,709 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,377,234 | BOYAmt |
| EOY | $187,947,419 | 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 | $80,121,740 | BOYAmt |
| EOY | $96,037,442 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,842,764 | BOYAmt |
| EOY | $17,395,604 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,964,504 | BOYAmt |
| EOY | $113,433,046 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,341,738 | BOYAmt |
| EOY | $301,380,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,289,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $438,250 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $740,387 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $24,150 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $12,075 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $12,075 | RalliesDemonstrationsAmt |
| Total Lobbying Expenditures | $24,150 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I-A, LINE 1: | MASSACHUSETTS HEALTH & HOSPITAL ASSOCIATION: INDIRECT CONTACT - MHA MEMBERSHIP |
| PART II-B, LINE 1: | THE AMOUNTS INCLUDED IN LOBBYING EXPENSES REPRESENT A PORTION OF DUES PAID TO ORGANIZATIONS WHO LOBBY ON BEHALF OF THEIR MEMBERS AND THE HOSPITAL INDUSTRY AS A WHOLE. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,063,745 | BeginningYearBalanceAmt |
| Contributions | $171,551 | ContributionsAmt |
| Investment Earnings Or Losses | $1,116,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $146,057 | OtherExpendituresAmt |
| End Year Balance | $5,206,128 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,640,565 | BeginningYearBalanceAmt |
| Contributions | $655 | ContributionsAmt |
| Investment Earnings Or Losses | $565,258 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $142,733 | OtherExpendituresAmt |
| End Year Balance | $4,063,745 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,108,451 | BeginningYearBalanceAmt |
| Contributions | $122,946 | ContributionsAmt |
| Investment Earnings Or Losses | $554,557 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $145,389 | OtherExpendituresAmt |
| End Year Balance | $3,640,565 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,452,598 | BeginningYearBalanceAmt |
| Contributions | $262,343 | ContributionsAmt |
| Investment Earnings Or Losses | $513,718 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,208 | OtherExpendituresAmt |
| End Year Balance | $3,108,451 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,315,726 | BeginningYearBalanceAmt |
| Contributions | $121,795 | ContributionsAmt |
| Investment Earnings Or Losses | $127,798 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $112,721 | OtherExpendituresAmt |
| End Year Balance | $2,452,598 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,430 | OtherCostOrOtherBasisAmt |
| Book Value | $32,430 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,550,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,881,930 | DepreciationAmt |
| Book Value | $64,668,945 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,664,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,590,078 | DepreciationAmt |
| Book Value | $45,074,300 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,124,648 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,129,334 | DepreciationAmt |
| Book Value | $2,995,314 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $112,770,989 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $18,833,932 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTEREST SWAP RECEIVABLE | $513,349 | C |
| INVESTMENT WITH DONOR RESTRICTIONS | $137,427 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,484,708 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSETS - OPERATING LEASES | Desc |
| Book Value | $42,845,365 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $42,845,365 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION PAYABLE | $19,847,755 |
| ACCRUED PAYROLL | $18,822,724 |
| FIN47 REMEDIATION OBLIGATION | $888,539 |
| FINANCE LEASE OBLIGATIONS | $20,347,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,906,709 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $384,387,256 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $384,387,256 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,954,150 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,954,150 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $387,341,406 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $367,051,500 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $367,051,500 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $367,051,500 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PRINCIPAL BALANCE OF THE ENDOWMENT FUND IS PERMANENTLY RESTRICTED FROM USE. INCOME ON THE ENDOWMENT FUND THAT HAS BEEN DESIGNATED FOR A SPECIFIC PURPOSE BY THE DONOR IS USED AS SPECIFIED. OTHERWISE THE INCOME IS USED TO ADVANCE THE ORGANIZATION'S GENERAL CHARITABLE PURPOSE. |
| PART X, LINE 2: | IN FISCAL 2024 THERE WAS NO FOOTNOTE IN THE AUDITED FINANCIAL STATEMENT REFERENCING FIN48 BECAUSE THE ORGANIZATION DID NOT FILE UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS 2,367,573. NON OPERATING GAINS FROM AUDIT REPORT 1,683,779. GAINS ON SWAP -1,097,203. ROUNDING 1. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,590,411 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,028,968 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,561,443 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00970 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $31,138,864 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,430,456 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,708,408 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02920 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,728,150 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,427,124 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,301,026 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00900 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $51,457,425 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $33,886,548 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,570,877 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04790 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $591,087 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $591,087 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $591,087 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $591,087 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $52,048,512 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $33,886,548 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,161,964 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04950 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,689,919 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $59,837,374 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $68,900,175 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$9,062,801 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (4 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 1 RADIATION ONCOLOGY CENTER MANAGEMENT COMPANY LLC | |||
| OPERATE A RADIATION ONCOLOGY FACILITY | 0.50000 | 0.00000 | 0.00000 |
| 2 SHIELDS IMAGING MANAGEMENT AT EMERSON HOSPITAL LLC | |||
| IMAGING SERVICES | 0.50000 | 0.00000 | 0.00000 |
| 3 SHIELDS PET-CT AT EMERSON HOSPITAL LLC | |||
| IMAGING SERVICES | 0.50000 | 0.00000 | 0.00000 |
| 4 EMERSON ENDOSCOPY AND DIGESTIVE HEALTH CENTER LLC | |||
| ENDOSCOPY AND DIGESTIVE HEALTH SERVICES | 0.75000 | 0.00000 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMERSON HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 OLD ROAD TO NINE ACRE CORNER | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMERSON HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | WWW.EMERSONHOSPITAL.ORG | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 24 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.EMERSONHOSPITAL.ORG | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | WWW.EMERSONHOSPITAL.ORG | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | WWW.EMERSONHOSPITAL.ORG | FAPAppAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit Legal Judicial Process | Yes (X) | PermitLegalJudicialProcessInd |
| Permit Other Actions | Yes (X) | PermitOtherActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | Yes (1) | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| EMERSON HOSPITAL | PART V, SECTION B, LINE 5: IN CONDUCTING THE MOST RECENT CHNA, THE HOSPITAL TOOK INTO ACCOUNT INPUT FROM KEY INFORMANT INTERVIEWS WITH COMMUNITY RESIDENTS AND STAKEHOLDERS. INDIVIDUALS CONSULTED INCLUDED LOCAL AND STATE PUBLIC HEALTH DEPARTMENTS, REPRESENTATIVES FROM COUNCILS ON AGING, HOUSING AUTHORITIES, SCHOOL NURSES, GUIDANCE COUNSELORS, THE UNITED WAY, LOCAL VETERAN'S AGENTS, THE DOMESTIC VIOLENCE NETWORK, EMERSON HOSPITAL'S BEHAVIORAL HEALTH SERVICES, AND REPRESENTATIVES OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. |
| EMERSON HOSPITAL | PART V, SECTION B, LINE 11: EMERSON HOSPITAL IS FOCUSING PROGRAMS AND PLANNING ON THE KEY AREAS IDENTIFIED IN THE CHNA INCLUDING CANCER PREVENTION, DETECTION, AND CARE; MENTAL HEALTH AND SUBSTANCE ABUSE CARE; CARE COORDINATION FOR ELDERLY PATIENTS; DOMESTIC VIOLENCE AWARENESS AND ADVOCACY; AND HEALTH CARE SERVICES IN MAYNARD, MASSACHUSETTS. THE COMMUNITY BENEFITS ADVISORY COMMITTEE MEETS QUARTERLY TO REVIEW PROGRESS AND PROVIDE FURTHER INPUT. ALL KEY AREAS ARE IN THE PROCESS OF BEING ADDRESSED. |
| EMERSON HOSPITAL | PART V, SECTION B, LINE 18E: REPORTING TO CREDIT AGENCIES IS NOT PERMITTED UNDER EMERSON'S CREDIT AND COLLECTION POLICY. ALTHOUGH LIENS AND LAWSUITS ARE PERMITTED, THE HOSPITAL DID NOT EXECUTE ANY LAWSUITS OR LIENS DURING THE 2024 TAX YEAR. THE HOSPITAL DOES ENGAGE COLLECTION AGENCIES TO PURSUE UNDPAID BALANCES, BUT DOES NOT ALLOW THE COLLECTION AGENCIES TO REPORT TO CREDIT AGENCIES, FILE LAWSUITS OR PLACE LIENS. |
| EMERSON HOSPITAL | PART V, SECTION B, LINE 24: ALL PATIENTS REGARDLESS OF INSURANCE OR FINANCIAL MEANS ARE CHARGED THE SAME STANDARD RATE AS DETERMINED BY EMERSON HOSPITAL ON A PERIODIC BASIS. IF THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE OR PARTIAL FREE CARE, DISCOUNTS ARE THEN APPLIED TO CHARGES. |
| PART I, 7F | EMERSON HOSPITAL IS A NON-PROFIT ACUTE CARE COMMUNITY HOSPITAL THAT SERVES APPROXIMATELY 300,000 RESIDENTS IN 21 TOWNS. EMERSON WAS INCORPORATED AS TAX-EXEMPT INSTITUTION IN 1911 AND, SINCE THAT TIME HAS BEEN COMMITTED TO PROVIDING BOTH EMERGENCY AND NON-EMERGENCY CARE TO ALL IN NEED, REGARDLESS OF THEIR ABILITY TO PAY. |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | EMERSON HOSPITAL USES FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIBILITY FOR FREE OR DISCOUNTED CARE. |
| PART I, LINE 6A: | THE ANNUAL COMMUNITY BENEFIT'S REPORT IS DISTRIBUTED TO THE HOSPITAL BOARD OF DIRECTORS AND TO THE COMMUNITIES SERVED BY THE HOSPITAL. THE REPORT IS ALSO AVAILABLE WITHIN THE HOSPITAL, ON THE WEBSITE, AND AT LOCAL LIBRARIES. IN ADDITION, INFORMATION REGARDING COMMUNITY BENEFITS PLAN ACTIVITIES IS DISSEMINATED THROUGH THE HOSPITAL'S INFORMATIONAL MATERIALS, INCLUDING HEALTHWORKS MAGAZINE, WHICH IS MAILED TO AREA RESIDENTS. THE REPORT IS ALSO FILED WITH THE STATE OF MASSACHUSETTS AND IS AVAILABLE THROUGH THE STATE. |
| PART I, LINE 7: | FINANCIAL ASSISTANCE AT COST IS DETERMINED USING THE MASSACHUSETTS HEALTHCARE SAFETY NET ASSESSMENT INCLUDING ANY SHORTFALL FUNDING TO THE HEALTHCARE SAFETY NET POOL. |
| PART III, LINE 4: | IN ANALYZING THE COLLECTIBILITY OF ACCOUNTS RECEIVABLE, THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS OF COLLECTION TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. AFTER ALL COLLECTION EFFORTS HAVE BEEN EXHAUSTED, THE HOSPITAL WILL WRITE OFF THE DIFFERENCE BETWEEN STANDARD RATES AND THE AMOUNTS ACTUALLY COLLECTED.BELOW IS THE PORTION OF THE FOOTNOTE FROM THE AUDITED FINANCIAL STATEMENTS OF EMERSON HEALTH SYSTEM, INC (OF WHICH EMERSON HOSPITAL IS PART OF THE CONSOLIDATION) WHICH CONCERNS BAD DEBT EXPENSE:CONCENTRATION OF CREDIT RISKTHE HEALTH SYSTEM GRANTS CREDIT WITHOUT COLLATERAL TO ITS PATIENTS, MOST OF WHOM ARE LOCAL RESIDENTS AND ARE INSURED UNDER THIRD PARTY PAYOR AGREEMENTS. THE HEALTH SYSTEM RECEIVES A SIGNIFICANT PORTION OF ITS PAYMENTS FOR SERVICES RENDERED FROM A LIMITED NUMBER OF GOVERNMENT AND COMMERCIAL THIRD PARTY PAYORS, INCLUDING MEDICARE, MEDICAID, BLUE CROSS OF MASSACHUSETTS, HARVARD PILGRIM HEALTH CARE, AND TUFTS ASSOCIATED HEALTH PLAN. THE HEALTH SYSTEM HAS NOT HISTORICALLY INCURRED ANY SIGNIFICANT CREDIT LOSSES OUTSIDE THE NORMAL COURSE OF BUSINESS. LINE 2 BAD DEBT EXPENSE AT COST WAS CALCULATED USING THE RATIO OF PATIENT CARE COST TO CHARGES MULTIPLIED BY THE ACTUAL BAD DEBT EXPENSE. |
| PART III, LINE 8: | THE COSTING METHODOLOGY USED IN DETERMINING ALLOWABLE COSTS OF CARE FOR MEDICARE IS THE COST TO CHARGE RATIO. MEDICARE COSTS ARE OBTAINED FROM THE COST REPORT FOR ALL SERVICES PROVIDED. |
| PART III, LINE 9B: | EMERSON HOSPITAL MAINTAINS VERIFICATION OF A PATIENT'S INSURANCE DATA AND CHARITY CARE ELIGIBLITY PERMANENTLY WITHIN THE HOSPITAL'S MEDITECH DATABASE. AT EACH SERVICE DATE, VERIFICATION OF CHARITY CARE APPROVAL THROUGH THE STATE PROGRAM (HSNO) IS PERFORMED BY THE PATIENT ACCOUNTS DEPARTMENT. PATIENTS WHO ARE NOT ENROLLED ARE SCREENED FOR OTHER HEALTH INSURANCE ENROLLMENT BY REGISTRATION AND PATIENT ACCOUNTS DEPARTMENT.ONCE CHARITY CARE APPROVAL HAS BEEN VERIFIED, ALL BILLING AND COLLECTION ATTEMPTS ARE CEASED. COPAYMENTS AND SOME HOSPITAL SERVICES, I.E. HOME CARE, ARE EXCLUDED FROM THE STATE'S CHARITY CARE PROGRAM. |
| PART VI, LINE 2: | EVERY THREE YEARS EMERSON HOSPITAL CONDUCTS A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO BETTER UNDERSTAND AND ADDRESS THE HEALTH NEEDS OF THE EMERSON HOSPITAL COMMUNITY AND TO MEET ALL PROVISIONS OF SECTION 501(R) OF THE AFFORDABLE CARE ACT. THE MOST RECENT ASSESSMENT WAS CONDUCTED IN 2024. THE CHNA REPORT CONTAINS SECONDARY DATA FROM EXISTING SOURCES SUCH AS THE U.S. CENSUS, THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, THE CDC BEHAVIOR RISK FACTOR SURVEILLANCE SURVEY DATA, YOUTH RISK BEHAVIOUR SURVEY, AMONG OTHERS IN THE PUBLIC DOMAIN AS WELL AS INPUT FROM INTERVIEWS WITH COMMUNITY RESIDENTS AN STAKEHOLDERS. |
| PART VI, LINE 3: | ALL PATIENTS ARE PROVIDED FINANCIAL ASSISTANCE LITERATURE THROUGH THE STATE ON ALL BILLING STATEMENTS AND SIGNS ARE POSTED AT ALL PATIENT REGISTRATION LOCATIONS. WE PROVIDE THE CURRENT YEAR FEDERAL POVERTY GUIDLINES ON ALL BILLING STATEMENTS. IN ADDITION, THESE GUIDELINES ARE POSTED IN OUR INPATIENT AREA, OUTPATIENT AREA AND AT OFFSITE LOCATIONS. FINANCIAL ASSISTANCE CONTACT INFORMATION BROCHURES ARE PROVIDED IN OUR SURGICAL DAY SERVICE PACKETS AND ALL ADMISSION PACKETS. |
| PART VI, LINE 4: | EMERSON HOSPITAL IS A FULL SERVICE NON-PROFIT ACUTE CARE REGIONAL HOSPITAL THAT SERVES A 21 TOWN SUBURBAN COMMUNITY WITH A GROWING POPULATION OF APPROXIMATELY 300,000. EMERSON IS THE ONLY HOSPITAL LOCATED WITHIN THE PRIMARY TWELVE TOWNS THAT THE HOSPITAL SERVES. THE MEDIAN HOUSEHOLD INCOME FOR THE TOWNS SERVED BY EMERSON RANGE FROM APPROXIMATELY 75,000 TO 272,000 AND APPROXIMATELY 2% OF THE HOUSEHOLDS CURRENTLY HAVE INCOME LEVELS BELOW THE FEDERAL POVERTY GUIDELINE. THERE ARE NO FEDERALLY DESIGNATED MEDICALLY UNDERSERVED POPULATIONS IN THE COMMUNITIES SERVED BY EMERSON AND APPROXIMATELY 9% OF THE COMMUNITY'S PATIENTS ARE MEDICAID RECIPIENTS. |
| PART VI, LINE 5: | EMERSON PROVIDES MANY COMMUNITY SERVICES SOME OF WHICH ARE DESCRIBED BELOW:-EMERGENCY RESPONSE AND DISASTER PLANNING IN CONJUNCTION WITH LOCAL AGENCIES, THE HOSPITAL PLANS AND COORDINATES EMERGENCY PREPAREDNESS AND HAS PROVIDED AND AT TIMES SUBSIDIZED AN ADVANCED LIFE SUPPORT SERVICE.-PREVENTATIVE CARE PROGRAMS SUCH AS FLU VACCINES, CANCER AWARENESS DAY, FREE HEALTH SCREENINGS INCLUDING CHOLETEROL, THYROID, DIABETES, BLOOD PRESSURE, SKIN CANCER AND PULMONARY.-YOUTH PROGRAMS WHICH INCLUDE THE YOUTH RISK BEHAVIOUR SURVEY, JOB SHADOWING AND VOLUNTEER OPPORTUNITIES FOR YOUTH.-SENIOR SERVICES WHICH INCLUDE HOME CARE HEALTH SCREENINGS AND MONTHLY WELLNESS PROGRAMS.-HEALTH EDUCATION WHICH INVOLVES EMERSON STAFF PRESENTING FREE LECTURES TO THE COMMUNITY ON VARIOUS HEALTH CARE ISSUES SUCH AS BREAST CANCER, CARDIAC HEALTH, SPORTS MEDICINE, PRENATAL CARE AND OTHERS. |
| PART VI, LINE 6: | N/A |
| PART VI, LINE 7, REPORTS FILED WITH STATES | MA |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 | Yes (1) | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE C SCHUSTER | ||||||||||||||
| PRESIDENT AND CEO | $973,233 | $0 | $393,692 | $0 | $3,564 | $0 | $278,975 | $0 | $34,370 | $0 | $1,683,834 | $0 | $0 | $0 |
| DAVID LAUTZ MD | ||||||||||||||
| DIRECTOR | $0 | $781,016 | $0 | $631,733 | $0 | $3,516 | $0 | $5,300 | $0 | $34,272 | $0 | $1,455,837 | $0 | $0 |
| ARTHUR LEE MD | ||||||||||||||
| PHYSICIAN | $0 | $676,603 | $0 | $64,469 | $0 | $1,242 | $0 | $5,300 | $0 | $28,054 | $0 | $775,668 | $0 | $0 |
| MARK MOSCHELLA MD | ||||||||||||||
| PHYSICIAN | $0 | $716,299 | $0 | $0 | $0 | $2,322 | $0 | $5,300 | $0 | $28,054 | $0 | $751,975 | $0 | $0 |
| STEPHEN COCO | ||||||||||||||
| SR VP, CFO, ASSISTANT TREASURER | $540,750 | $0 | $108,632 | $0 | $2,322 | $0 | $68,300 | $0 | $19,323 | $0 | $739,327 | $0 | $0 | $0 |
| JENNIFER NAYOR MD | ||||||||||||||
| PHYSICIAN | $0 | $501,250 | $0 | $147,331 | $0 | $540 | $0 | $5,300 | $0 | $34,272 | $0 | $688,693 | $0 | $0 |
| DAVID KAHAN MD | ||||||||||||||
| PHYSICIAN | $0 | $455,000 | $0 | $196,146 | $0 | $810 | $0 | $5,300 | $0 | $0 | $0 | $657,256 | $0 | $0 |
| JOHN DOWD MD | ||||||||||||||
| PHYSICIAN | $0 | $579,938 | $0 | $13,333 | $0 | $2,280 | $0 | $5,300 | $0 | $34,272 | $0 | $635,123 | $0 | $0 |
| BENJAMIN TILLINGER MD | ||||||||||||||
| MED STAFF PRESIDENT | $0 | $377,792 | $0 | $108,469 | $0 | $810 | $0 | $5,300 | $0 | $28,054 | $0 | $520,425 | $0 | $0 |
| CRAIG BEST | ||||||||||||||
| PRESIDENT (EPA) | $459,992 | $0 | $0 | $0 | $3,564 | $0 | $0 | $0 | $0 | $0 | $463,556 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | EMERSON HOSPITAL OFFERS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO A SELECT CLASS OF MANAGEMENT. SUPPLEMENTAL RETIREMENT INCOME IS ASSESSED BY AN INDEPENDENT ACTUARY TO DETERMINE ANNUAL CONTRIBUTION AMOUNTS BY EMERSON HOSPITAL. PLAN CONTRIBUTIONS BECOME INCOME TO THE PARTICIPANT BASED ON A CLIFF VESTING SCHEDULE, WHICH IS EVERY FIVE YEARS FROM THE DATE OF PLAN ENROLLMENT. THE FOLLOWING PERSONS PARTICIPATED IN A 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. CHRISTINE SCHUSTER $251,175 STEPHEN COCO $40,500 ERIC STASTNY $33,183 BARRETT KITCH, MD $28,860 MARK MAHNFELDT $11,273 RENEE FOSBERG $7,452 DAVID RYAN $5,764 |
| PART I, LINE 6 | EXECUTIVES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION IN THE AMOUNT OF 5% OF BASE SALARY IF THE ORGANIZATION ACHIEVES THE BOARD APPROVED BUDGETED GAIN FROM OPERATIONS FOR THE FISCAL YEAR. |
| PART I, LINE 7 | EXECUTIVES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION IN THE AMOUNT OF 15-25% OF BASE SALARY IF THEY ACHIEVE SPECIFIC INDIVIDUAL GOALS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-SERIES 2015 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2015-09-28 | BondIssuedDt |
| Issue Price | $62,255,000 | IssuePriceAmt |
| Purpose | FINANCE CAPITAL EXP, REPAY CERTAIN TAXABLE LOANS REFUND SERIES E BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $62,255,000 | TotalProceedsAmt |
| In Reserve Fund | $4,516,595 | InReserveFundAmt |
| Issuance Costs From Proceeds | $451,277 | IssuanceCostsFromProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | EMERSON HOSPITAL OUTSOURCED THE MANAGEMENT OF THE FOLLOWING OPERATIONS: 1. TRANSITIONAL CARE UNIT TO RADIUS 2. NUTRITION ENGINEERING AND ENVIRONMENTAL SERVICES TO SODEXO 3. WOUND CARE CLINIC TO RESTORIX 4. SLEEP LAB TO NEUROCARE 5. PROPERTY MANAGEMENT OF SELECTED SATELLITE LOCATIONS TO CHARLES JAMES ASSOCIATES 6. PROPERTY MANAGEMENT OF SELECT LOCATIONS TO AVISON YOUNG 7. SECURITY SERVICES TO APG RHODE ISLAND, LLC |
| FORM 990, PART VI, SECTION A, LINE 6 | EMERSON HEALTH SYSTEM, INC, ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE MEMBER FOR EMERSON HOSPITAL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NUMBER AND COMPOSITION OF THE BOARD OF DIRECTORS IS FIXED ANNUALLY BY THE MEMBER, EMERSON HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE NUMBER AND COMPOSITION OF THE BOARD OF DIRECTORS IS FIXED ANNUALLY BY THE MEMBER, EMERSON HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 WAS PRESENTED TO THE EMERSON HOSPITAL BOARD OF DIRECTORS DURING A REGULARLY SCHEDULED BOARD MEETING AND WAS OPEN FOR REVIEW, DISCUSSION, QUESTIONS AND COMMENTS. FURTHER EDUCATIONAL SESSIONS WERE OFFERED FOR ANY BOARD MEMBER TO REVIEW THE FORM 990 IN MORE DETAIL WITH THE CHIEF FINANCIAL OFFICER. IN ADDITION, THE SCHEDULE J WAS REVIEWED IN DETAIL IN A SESSION WITH THE COMPENSATION COMMITTEE AND THE FORM 990 WAS REVIEWED IN ITS ENTIRETY IN DETAIL IN A SESSION WITH THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS REQUIRES THAT ALL BOARD MEMBERS AND SENIOR MANAGERS COMPLETE AND SIGN THE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE CEO REVIEWS THESE QUESTIONNAIRES AND SUMMARIZES ANY ISSUES THAT COULD CREATE A CONFLICT OF INTEREST. THIS SUMMARY IS REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS AND IS PRESENTED TO THE ENTIRE BOARD ANNUALLY SO THAT ALL BOARD MEMBERS ARE AWARE OF POTENTIAL CONFLICTS OF INTEREST AND HAVE INFORMATION THEY CAN RELY ON IF THEY FEEL AN INDIVIDUAL MAY HAVE DIVIDED LOYALTIES ON A DECISION COMING BEFORE THE BOARD OF DIRECTORS. THE BOARD CHAIR IS RESPONSIBLE FOR EVALUATING ANY CONFLICT OF INTEREST AND DETERMINING THE TREATMENT OF THE SITUATION ACCORDING TO BOARD POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS HOLDS THE SOLE RESPONSIBILITY FOR ESTABLISHING THE COMPENSATION OF EMERSON HOSPITAL'S CEO. THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF DIRECTORS COMPRISED OF AT LEAST THREE INDEPENDENT BOARD MEMBERS, IS RESPONSIBLE FOR THE REVIEW AND RECOMMENDATION OF THE CEO'S COMPENSATION. THIS ANALYSIS INCLUDES AN ANNUAL INDEPENDENT REVIEW OF COMPARABLE INSTITUTIONS. THE VICE PRESIDENT OF OPERATIONS AND CHIEF HUMAN RESOURCES OFFICER, ACTING AS STAFF SUPPORT FOR THE COMMITTEE, MAINTAINS WRITTEN RECORDS ON COMPENSATION AND THE COMMITTEE'S ACTIONS. MEETING MINUTES DOCUMENT THE COMMITTEE'S DECISION-MAKING PROCESS, THE TYPES OF COMPARABLE DATA THAT WERE USED TO DETERMINE THE FAIR MARKET VALUE FOR AN EXECUTIVE'S SERVICES AND THE NATURE OF ANY DECISIONS MADE SO AS TO ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR COMPENSATION FOR A DISQUALIFIED INDIVIDUAL. THE COMPENSATION COMMITTEE ALSO REVIEWS AND APPROVES THE CEO'S RECOMMEDATION OF COMPENSATION FOR KEY EMPLOYEES INCLUDING OFFICERS AND VICE PRESIDENTS OF THE HOSPITAL. THIS ANALYSIS INCLUDES ANNUAL INDEPENDENT REVIEW OF COMPARABLE INSTITUTIONS. THE VICE PRESIDENT OF OPERATIONS AND CHIEF HUMAN RESOURCES OFFICER, ACTING AS STAFF SUPPORT FOR THE COMMITTEE, MAINTAINS WRITTEN RECORDS ON COMPENSATION AND THE COMMITTEE'S ACTIONS. MEETING MINUTES DOCUMENT THE COMMITTEE'S DECISION-MAKING PROCESS, THE TYPES OF COMPARABLE DATA THAT WAS USED TO DETERMINE THE FAIR MARKET VALUE FOR AN EXECUTIVE'S SERVICES AND THE NATURE OF ANY DECISIONS MADE SO AS TO ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR COMPENSATION FOR A DISQUALIFIED INDIVIDUAL. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORMS 1023, 990, AND 990T ARE AVAILABLE UPON REQUEST TO THE HOSPITAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOSPITAL'S BY-LAWS ARE AVAIALABLE ON THE MASSACHUSETTS SECRETARY OF STATE'S WEBSITE. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BENEFIT PLAN RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS -154,148. OTHER COMPONENTS OF NET PERIODIC BENEFIT COSTS -2,287,661. NET ASSETS RELEASED TO THE FOUNDATION -2,457,399. PERMANENTLY RESTRICTED CHANGE IN INTEREST IN THE FOUNDATION 5,642,665. ROUNDING -1. TEMPORARILY RESTRICTED CHANGE IN INTEREST IN FOUNDATION 675,832. TRANSFER TO AFFILIATES -675,901. OTHER NONOPERATING GAIN / (LOSS) -3,000. |
| SCHEDULE K, PART I, COLUMN F DESCRIPTION OF TAX EXEMPT BOND PURPOSE | SERIES E BOND PROCEEDS WERE USED TO: (I) PROVIDE FOR THE CURRENT REFUNDING OF PRIOR BONDS, THE PROCEEDS OF WHICH WERE USED TO CONSTRUCT, RENOVATE, AND EQUIP PORTIONS OF THE INSTITUTIONS CAMPUS INCLUDING CONSTRUCTING THE JOHN CUMMING BUILDING, AN ADDITION TO THE WHEELER BUILDING, CONSTRUCTION OF A BUILDING TO HOUSE PATIENT CARE SERVICES, LABORATORY AND REHABILITATION SERVICES, A 31-BED PSYCHIATRIC UNIT, A 32-BED MEDICAL SURGICAL UNIT, 24 OBSTETRICS BEDS, 8 BIRTHING ROOMS, 2 DELIVERY ROOMS, A NEWBORN NURSERY AND CONSTRUCTION OF A FIVE LEVEL PARKING GARAGE WITH APPROXIMATELY 465 PARKING SPACES AND RENOVATING THE WHEELER BUILDING; (II) PROVIDE FOR THE FINANCING AND REFINANCING OF (A) RENOVATIONS TO EXISTING PRE AND POST OPERATING SURGICAL DAY CARE SUITES, THE CONSTRUCTION OF A NEW CYSTOSCOPY ROOM, CONSTRUCTION OF TWO OPERATING ROOMS AND RENOVATION OF THE POST ANESTHESIA CARE UNIT, (B) EXPANSION OF EXISTING SPACE USED FOR RADIOLOGY SERVICES INCLUDING CONSTRUCTION OF SEPARATE ENTRANCES AND SEGREGATED PREPARATION ACCESS FOR INPATIENT VERSUS OUTPATIENT USE AND THE ADDITION OF NEW RADIOLOGY EQUIPMENT, (C) EXPANSION OF THE EXISTING OBSTETRICS UNIT IN ORDER TO CREATE PRIVATE ROOMS AND (D) THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT; (III) FUND THE DEBT SERVICE REVENUE FUND; (IV) PAY THE PREMIUM FOR THE BOND INSURANCE POLICY; AND (V) PAY CERTAIN COSTS AND EXPENSES INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES E BONDS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EMERSON HEALTH SYSTEM | |||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 042770977 | PROVIDES ITS HEALTHCARE SUBSIDIARIES WITH A MANAGEMENT TEAM | MA | 501(C)3 | 509(A)(3) TYPE I | N/A | 0 | |
| EMERSON HEALTH CARE FOUNDATION | |||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 042770980 | COORDINATE AND DEVELOP THE FUNDRAISING EFFORT FOR EMERSON HOSPITAL | MA | 501(C)3 | 509(A)(3) TYPE I | 0 | EMERSON HEALTH SYSTEM INC | |
| EMERSON PRACTICE ASSOCIATES | |||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 043111240 | PROVIDE HEALTH CARE SERVICES IN THE COMMUNITIES SERVED BY EMERSON HOSPITAL | MA | 501(C)3 | 170(B)(1)(A)(III) | 0 | EMERSON HEALTH SYSTEM INC | |
| EMERSON PRACTICE ASSOCIATES II | |||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 800482067 | PROVIDE HEALTH CARE SERVICES IN THE COMMUNITIES SERVED BY EMERSON HOSPITAL | MA | 501(C)3 | 170(B)(1)(A)(III) | 0 | EMERSON HEALTH SYSTEM INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RADIATION ONCOLOGY CENTER MANAGEMENT COMPANY LLC | |||||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 043410861 | OPERATE A RADIATION ONCOLOGY FACILITY | MA | N/A | RELATED | $3,604,883 | $279,613 | 0 | Yes (1) | 0.50000 |
| SHIELDS IMAGING MANAGEMENT AT EMERSON | |||||||||||||
| 700 CONGRESS STREET SUITE 204 | QUINCY | MA | 02169 | 851985836 | IMAGING SERVICES | MA | N/A | RELATED | $1,104,143 | $626,131 | 0 | Yes (1) | 0.50000 |
| MASSACHUSETTS VALUE ALLIANCE LLC | |||||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 812596766 | HEALTHCARE AFFORDABILITY | MA | N/A | RELATED | -$70,981 | $293,838 | 0 | 0 | 0.20000 |
| EMERSON ENDOSCOPY AND DIGESTIVE HEALTH CENTER LLC | |||||||||||||
| 2500 YORK RD STE 300 | JAMISON | PA | 18929 | 999993604 | ENDOSCOPY AND DIGESTIVE HEALTH | MA | N/A | RELATED | $1,572,469 | -$1,016,874 | 0 | 0 | 0.75000 |
| SHIELDS PET-CT AT EMERSON HOSPITAL LLC | |||||||||||||
| 700 CONGRESS STREET SUITE 204 | QUINCY | MA | 02169 | 852016078 | PET-CT | MA | N/A | RELATED | $700,942 | $132,790 | 0 | 0 | 0.50000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EMERSON PHYSICIAN HOSPITAL ORGANIZATION | |||||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 043205706 | HEALTH SERVICES CONTRACTING | MA | N/A | C | 0.50000 | 0 | |||
| EMERSON PROPERTY DEVELOPMENT CORP | |||||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 042793599 | PROPERTY MANAGEMENT | MA | C | 1.00000 | 0 | EMERSON HEALTH SYSTEM INC | $39,753 | $118,868 | |
| EMERSON OCCUPATIONAL HEALTH SERVICES | |||||||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 042800607 | HEALTH SERVICES | MA | C | 1.00000 | 0 | EMERSON HEALTH SYSTEM INC | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EMERSON PRACTICE ASSOCIATES | ||
| N | $4,166,489 | REPORTED AT FAIR VALUE |
| EMERSON PRACTICE ASSOCIATES | ||
| O | $58,610,264 | REPORTED AT FAIR VALUE |
| EMERSON PRACTICE ASSOCIATES | ||
| Q | $3,755,205 | REPORTED AT FAIR VALUE |
| EMERSON PRACTICE ASSOCIATES II | ||
| N | $0 | REPORTED AT FAIR VALUE |
| EMERSON PRACTICE ASSOCIATES II | ||
| O | $368,153 | REPORTED AT FAIR VALUE |
| EMERSON PRACTICE ASSOCIATES II | ||
| Q | $123,650 | REPORTED AT FAIR VALUE |